📝 Overview
Now that you have set up your credit card reader and connected it to the software, you're ready to start bringing in the money! In this article, you can find the steps to take payments on the website and in the app!
💳 Take a Card Payment
Learn how to process a card payment through the website or the mobile app.
💻 Website
Click the arrow to learn how to take a payment on the website
Click the arrow to learn how to take a payment on the website
Click on the +Create button at the top left of the appointment book.
Select New Appointment or New Transaction - selecting New Transaction will skip the appointment and go straight to the payment screen
In the first search bar, search for an existing client, create a new client, or leave the client search blank for a walk-in.
The second search bar is for the Products and Services.
Once your service is added, you can adjust the appointment time and price if needed. For a test payment, we recommend changing the price to $1.00
After you have everything added for the appointment, you can click Schedule in the upper right corner, or proceed to payments if there is no appointment being scheduled.
When the time of the appointment comes, click on the slot to check in, and when the client is ready to pay, click on the appointment again and select Check Out
From the checkout page, click Proceed to Payments.
Click on Credit under Payment Methods.
Click on one of the options below to finish the payment.
🖊️ Manually Entered Payment
Click the arrow to learn how to run a manually entered payment
Click the arrow to learn how to run a manually entered payment
🎬 Want a video walkthrough?
Click the arrow for a video that covers this section of the document.
Click the arrow for a video that covers this section of the document.
To take a payment manually, click on Enter card information
Enter a tip under Tip Amount and click Add, or click Skip to skip the tip portion and move on to the payment.
To split the tip, click the +Add Tip button to select another employee and enter the amount for each.
Under Enter Card Number, enter the Card Number, Expiration Date, Security Code, and Zip Code of the card being used
If you want the card saved on file, check the option for Keep card on file
⚠️ Please Note: The Keep card on file option will not be visible for walk-in clients.
Click Process Card
The screen will load while the transaction is processing
Review the transaction from the Order Summary and click Close Ticket.
You can send a receipt via email if you'd like, or tap Skip Receipt.
When the screen shows Transaction Complete!, select the Calendar option to return to the website.
💳Credit Card Reader Payment
Click the arrow to learn how to run a card reader payment.
Click the arrow to learn how to run a card reader payment.
From the checkout page, click Proceed to Payments.
Click the Credit button.
Wait for the device to show Connected, then click Process Card.
If you have multiple devices, you may need to click the dropdown to select the correct one.
A window will pop up while a signal is sent to the device for checkout. Follow device prompts.
The device will prompt for Tip - Present to your client for them to select from one of the options.
After the tip is selected, the client will be presented with their total amount due.
The client can insert their credit card into the slot at the bottom, swipe from the top, or tap using their card or smartphone/watch (Apple Pay, Google Pay, Android Pay).
To split the tip, click the +Add Tip button to select another employee and enter the amount for each.
Once the transaction is successful, the device will show Approved, and the web page will return to checkout.
From the webpage, click Close Ticket to finalize the payment.
You can send yourself a receipt via email if you'd like, or tap Skip Receipt.
When the screen shows Transaction Complete!, select the Calendar option to return to the Appointment Book.
📱 Mobile App
Click the arrow to learn how to take a payment on the mobile app
Click the arrow to learn how to take a payment on the mobile app
Tap the plus sign + in the bottom right corner.
Select an existing client, create a new client, or choose Walk In.
You can adjust the appointment date and time by tapping on Date or Time.
Tap Services and Products, then +Add Service or +Add Product, and search for the items you'd like to add
After you have everything added, tap Book Appointment at the bottom.
When the time of the appointment comes, tap the slot to check in, and when the client is ready to pay, tap the appointment again and select Check Out.
Under Payment Details, click Credit Card.
Click on one of the options below to finish the payment.
🖊️ Manually Entered Payment
Click the arrow to learn how to take a manual payment
Click the arrow to learn how to take a manual payment
🎬 Want a video walkthrough?
Click the arrow for a video that covers this section of the document.
Click the arrow for a video that covers this section of the document.
Under Process Card With, tap Manual Card Entry.
Select a preset tip from the tip screen, or tap No Tip to proceed to the payment.
From the Enter Card Details screen, enter the Card Number, Expiration Date, Security Code, and Zip code of the card being used.
Tap Pay.
You have now successfully taken your payment! 🎉
You can send a receipt via email if you'd like, or tap Skip Receipt to return to the app.
📟 Credit Card Reader Payment (Stripe Reader S700 and BBPOS WisePOS E)
Click the arrow to learn how to run a card reader payment (S700 / WisePOS E)
Click the arrow to learn how to run a card reader payment (S700 / WisePOS E)
Under Process Card With, select the device (the device may be named differently based on how it was set up).
The app will let you know it's connecting to the reader for payment.
Once connected, the Cardholder can select their tip amount on the device screen.
The client can insert their credit card into the slot at the bottom, swipe from the top, or tap using their card or smartphone/watch (Apple Pay, Google Pay, Android Pay).
You have now successfully taken your payment! 🎉
You can send yourself a receipt via email if you'd like, or tap Skip Receipt to return to the app.
💳 Credit Card Reader Payment (Stripe Reader M2 and BBPOS WisePad 3)
Click here to learn how to run a card reader payment (M2 / WisePad 3)
Click here to learn how to run a card reader payment (M2 / WisePad 3)
Turn the device on
Under Process Card With, select the device (the device could be named something different during setup)
You will be prompted to enter a tip.
Once the Amount Due page appears, tap, swipe, or insert the card:
Tap card/phone (Apple Pay/Google Pay) at the top of the device
Insert at the bottom.
Swipe option at the top on the backside.
The device will beep once and light up to let you know it was successful
Two beeps indicate the transaction failed or was canceled.
You have now successfully taken your payment! 🎉
Once complete, you will be prompted to send a receipt via email, print, or skip.
📲 Tap To Pay with iPhone & Android.
Click the arrow to learn learn how to run a Tap to Pay payment.
Click the arrow to learn learn how to run a Tap to Pay payment.
Before getting started with Tap to Pay on iPhone and Android, please make sure to review Mobile Tap to Pay Requirements and FAQs.
From Checkout, tap Credit Card under Add Payment.
Under Process Card With, tap Tap to Pay on [iPhone/Android]
Note: On the very first use of Tap to Pay on iPhone, the user will be prompted to link their Apple ID with Tap to Pay on iPhone.
You will then be prompted to add a tip.
The Tap to Pay screen will then be presented. The total cost of the transaction will be displayed on the screen. Your client can either hover their card horizontally at the top or hold their phone over the screen. This will work on the front or back of the device.
After a successful transaction, the phone will chime and say "Done"!
You have now successfully taken your payment! 🎉
The final screen will ask if they want their receipt emailed, printed, or skipped.
💾 How to Save a Card on File
Learn how to save a client's card on file through the website or mobile app.
⚠️ Please Note: Saving a card on file will not be visible for walk-in clients.
💻 Website
Click the arrow to learn how to save a card on file on the website
Click the arrow to learn how to save a card on file on the website
During Appointment Creation
Click the arrow to learn how to save a card during appointment creation
Click the arrow to learn how to save a card during appointment creation
In the appointment book, create a new appointment.
Search for and add the client.
Click the Cards on File dropdown.
Click + Add New Card.
Enter card information from the pop-up window and click Add.
During checkout
Click the arrow to learn how to save a card during checkout
Click the arrow to learn how to save a card during checkout
Click Checkout on the appointment.
If you're not seeing checkout, please make sure they are already checked in.
If you're still not seeing checkout:
Click Appt Details
Use the Actions drop-down menu from the top right.
Click Checkout
If everything looks correct, click Proceed to payment.
Choose the option for Credit for Payment Method.
Check the box for Keep card on file.
Enter card information manually using the Enter card information option, or process the card through your terminal
On the client profile
Click the arrow to learn learn how to save a card from the client profile
Click the arrow to learn learn how to save a card from the client profile
Go to Clients in the menu and select the client.
Scroll down to Cards on File
Click + Add New Card.
Enter card information from the pop-up window and click Add.
📱 Mobile App
Click the arrow to learn how to save a card on file in the mobile app
Click the arrow to learn how to save a card on file in the mobile app
During checkout
Click the arrow to learn how to save a card during checkout
Click the arrow to learn how to save a card during checkout
From Checkout, tap Credit Card under Add Payment.
Enable Save Card on File at the top.
Once enabled, proceed with checkout by selecting your device or Manual Card Entry.
Once the transaction is complete, the credit card will be securely saved to the client's profile.
On the client profile
Click the arrow to learn how to save a card from the client profile
Click the arrow to learn how to save a card from the client profile
Tap on Clients at the bottom of the app and search for the client whose card you want to save
Tap the desired client and click Edit at the top right.
Scroll down to Cards On File
Tap Add Card On File
Enter card information from the pop-up window and click Save Card.
🔄 Check Out with a Saved Card on File
Learn how to use a card already saved on a client's profile to complete checkout.
💻 Website
Click the arrow to learn how to check out with a saved card on the website.
Click the arrow to learn how to check out with a saved card on the website.
Click on the appointment from the Appointment Book.
Click Checkout
If you're not seeing checkout, please make sure they are already checked in.
If you're still not seeing checkout
Click Appt Details
Use the Actions drop-down menu from the top right.
Click Checkout
From Checkout, click Proceed to Payments.
Under Payment Methods, you'll find the Saved Cards section.
Click on Use this card.
Confirm the amount and click Process Card.
A window will pop up to process the card.
Once complete, click Close Ticket
📱 Mobile
Click the arrow to learn how to check out with a saved card on the mobile app.
Click the arrow to learn how to check out with a saved card on the mobile app.
From Checkout, tap Credit Card under Add Payment.
Under Cards On File, tap the existing card.
A confirmation pop-up will appear asking if you'd like to charge the card on file. Tap Yes to proceed.
You'll then have the option to add a tip using the saved card or select No Tip to skip this step.
Once you've made your selection for a tip, the card will be charged, and the transaction will be complete!
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I require a deposit?
Click the arrow to view the answer
Click the arrow to view the answer
Our amazing software team has written an article with the steps for all things deposit related.
How do I refund/void a transaction?
Click the arrow to view the answer
Click the arrow to view the answer
We don't recommend refunding your first test transaction, as this starts your 7-day payment hold. Refunding the transaction will not trigger this period to start. We want to ensure you get your funds as soon as possible!
We’ve put together a helpful article that walks you through the easy steps to refund payments in the software.
💬 Contact Us
Still have questions or running into issues? Contact us through our live chat option at the bottom right of this article or email us at paymentsupport@daysmart.com.
For more checkout situations from DaySmart Software, Click Here.