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Processing In-Person Transactions and Issuing Receipts in Online Mobile Swipe (OMS)

Step-by-step mobile cashiering walkthrough for collecting cash, check, and card payments on iOS devices and delivering digital receipts.

💡 Fast Mobile Cashiering: The OMS app is built for rapid event checkout. Staff and volunteers can add items to the cart, accept any payment method, capture on-screen signatures, and text or email receipts in seconds.

Step-by-Step Checkout Flow

  1. Open App & Select School: Launch the OMS Payment App on your iPhone or iPad, enter your credentials, and select your school campus.

  2. Select Products: Tap any item on the product grid to add it to the cart. For multiple quantities, tap repeatedly or adjust the quantity counter inside the shopping cart.

  3. View Cart & Checkout: Tap the Shopping Cart icon in the top right corner. Review item names, quantities, and totals, then tap Checkout.

  4. Select Payment Method: Choose the customer's tender type:

    • Credit / Debit Card: Insert (dip) chip cards, tap for contactless cards/Apple Pay/Google Pay, swipe magnetic stripes, or tap Manual Entry to key in the 16-digit card number, expiration, and CVV.

    • Cash: Enter the customer's name and the exact cash amount received. (The app displays change due if excess cash is tendered).

    • Check: Enter the customer's name, the physical Check Number, and the check amount.

  5. Capture On-Screen Signature: For card transactions, present the device to the purchaser to sign on the touchscreen with their finger.

  6. Optional Purchase Note: Add any custom reference notes (such as student grade or raffle ticket numbers) if desired.

  7. Submit Payment: Tap Submit / Make Payment to finalize the transaction.

Delivering Digital Receipts to Customers

Upon payment approval, the Receipt Confirmation screen appears immediately:

  • SMS Text Receipt: Enter the customer's 10-digit mobile phone number and tap Send Text. A secure receipt link is delivered instantly via text message.

  • Email Receipt: Enter the customer's email address and tap Send Email to deliver a detailed digital receipt.

  • Bluetooth Printing (Optional): If paired with a compatible mobile Bluetooth receipt printer, tap Print Receipt.

  • Next Customer: Tap Done / Return to Products to reset the cart for the next person in line.

Running Live Test Purchases Before an Event

Because the OMS mobile app connects directly to live merchant payment gateways, you should follow this exact procedure when testing card reader hardware before a live event:

  1. Process a test purchase of $0.01 (plus any applicable processor handling fee) using your real card.

  2. Verify that the reader captures the card and generates a valid confirmation receipt.

  3. Mandatory Same-Day Void: You must void the test transaction before midnight (12:00 AM EDT) on the exact same day. If voided before midnight, the transaction is canceled cleanly with no funds withdrawn. If left past midnight, the charge settles and must be refunded the following day.

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