This guide covers transactions and end of day reporting. It assumes your terminal is already integrated and connected. Setup is different for every terminal, so if you need a refresher, start with the guide for your device:

0:00 Check your terminal connection

0:19 Start your shift and set the starting balance

0:30 Build the cart and select debit

0:44 Initiate Payment and the customer tip prompt

0:56 Payment breakdown, card, and PIN

1:08 Get Payment, Finalize Payment, and receipts

1:20 Second transaction, start to finish

2:20 Meadow sales summary and end shift

2:52 Terminal shift report and close out

1. Confirm your terminal is connected

The terminal needs to be powered on, paired to the iPad over Bluetooth, and connected to your store's Wi-Fi.

2. Start your shift in Meadow

Open the Meadow POS app and enter your starting balance.

3. Build the cart and select Debit

Add the customer's items, attach the customer, and apply any discounts. In the cart, tap Payment Types, then Debit.

4. Tap the green total to open the Debit panel

Tap the green button showing the order total. The right side of the iPad turns purple and reads: "Activate the debit terminal when the customer has their card in hand and is ready to pay." Nothing has been sent to the terminal yet. The terminal is still sitting on its home screen.

5. Tap Initiate Payment when the customer has their card ready

Confirm the customer is ready to pay, then tap Initiate Payment at the bottom of the purple panel. This is the tap that sends the amount to the terminal. The panel shows a spinner and reads "Initiating Payment" while the request goes out.

6. Leave the purple screen alone while the customer pays

Once the request lands, the purple panel updates to: "The payment request has been sent. When the customer finishes paying, fetch the completed payment using the button below."

The button now reads Get Payment. Do not tap it yet. Everything in the next three steps happens on the terminal, and the purple screen just sits there until the customer is done.

7. The customer adds a tip

The terminal shows the Add Tip screen with preset percentages, a custom amount field, and a No Tip option. The customer makes a choice and taps Continue, which shows the running total.

8. The customer confirms the payment breakdown

The terminal shows the Payment Breakdown: payment amount, applied tips, total with tips, rounded amount, expected cash back, and the transaction fee. The customer taps Confirm Payment. The amount on that button is higher than the order total because it includes the fee and any rounding.

9. The customer inserts or taps their card and enters their PIN

The terminal prompts "Please insert or tap your card," then asks for the PIN. It shows "Payment queued for processing" while it works. When the payment approves, the terminal prints its own receipt showing the total payment, the POS amount, and the auth code. That printed receipt is your cue to go back to the iPad.

10. Tap Get Payment on the iPad

Tap Get Payment on the purple panel. A green panel reading "The debit transaction was successful" means Meadow pulled the completed payment.

11. If the panel turns yellow, the payment is not finished

Yellow means the payment is still pending on the terminal. Give the customer a moment to finish, then tap Get Payment again. If the connection dropped and the payment cannot be resolved, tap Cancel Payment. That cancels the order as well, which is fine: the cart is still on the iPad, so you can ring it up again. The retry creates a brand new order with a new order ID, and the failed order stays cancelled.

12. Tap Finalize Payment and fulfill the order

On the green panel, tap Finalize Payment. Meadow shows Change Due of $0.00 and offers to print a receipt. Fulfill the order and the Meadow receipt prints.

13. Close out the shift on the terminal

Tap the hamburger menu in the top corner of the terminal, then Shift Report. Tap View Current Shift to preview transactions without closing anything. To close the night out, tap Close Out and Generate Shift Report and confirm. The terminal shows transaction count, total amount, tip amount, and cash back amount, then prints the shift report with the POS amount and every transaction listed.

14. End the shift in Meadow

On the iPad, tap the hamburger menu, then Shift, then End Shift. Your Sales Summary opens. Print the receipt if you need a paper copy, use Adjust Balance if the drawer needs a correction, then tap End Shift.

15. Match the terminal's POS amount to Other sales

The POS amount on the terminal's shift report should match Other sales on your Meadow Sales Summary exactly. Transaction fees and cash back are not part of that number, so ignore the Debit terminal fees line when you compare. If the two do not match, log in to your payment processor's back office portal and compare transactions line by line against Meadow to find the one that is off.

Contact Meadow support via chat or email at support@getmeadow.com.