You can take in-person card payments on orders right from the Boatyard Pro App, so your customer can tap or insert their card instead of you typing in their card number. There are two ways to do it:
Stripe M2 reader: a card reader that connects to the Pro App. Your customer can tap or insert their card.
Tap to Pay: your customer taps their card directly on your phone. No extra hardware needed.
Please note: We only support the Stripe M2 Reader. No other types of credit card terminals are supported.
Before you start:
Card reader and Tap to Pay payments are only available in the Pro App, not the Boatyard Dashboard.
You must be logged in to the Pro App as a team member. Technician accounts can't access orders in the Pro App.
Starting a payment
In the Pro App, go to Orders.
Find the order. You can search by order number or customer name, or scroll to find it.
Open the Payments tab.
Scroll down and tap on 'Amount to Charge' to change the amount that is charged to the card. By default, the full amount remaining balance will be charged.
Choose Terminal Payment (M2 reader) or Tap to Pay, then follow the steps below.
Paying with the Stripe M2 reader
Tap Terminal Payment.
Turn on your M2 reader by holding the button on its side. The lights along the bottom of the reader light up when it's connected.
If the reader needs a software update, you'll see an update screen. Wait for it to finish.
When the reader is ready, tap Send to Terminal on your phone.
Your customer taps or inserts their card on the reader.
The payment is now complete.
Paying with Tap to Pay
Tap Tap to Pay.
The app takes a moment to connect to Stripe. Wait until it says Ready for payments.
Tap the 'Start Tap to Pay' button.
Your customer taps their card on your phone.
The payment is processed and you'll see a confirmation.
Receipts
With either method, a receipt is emailed to your customer automatically once the payment goes through.
If your customer would like a printed copy, tap Print Receipt. The receipt opens in your browser, where you can print it and hand it to them.
Good to know
The M2 reader only works with the Pro App. It can't be used with the Boatyard Dashboard.
To take a card-present payment from the Dashboard, switch to the Pro App instead.
Technicians can't access orders in the Pro App, so payments need to be taken by a team member.