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How do I process my first payment with my payment terminal/handheld?

Updated over a week ago

Processing your first payment with your terminal or handheld device is quick and easy. Just follow these steps:

  1. Tap “New Payment” on the device.

  2. Enter the table number (if applicable).

  3. Confirm the amount, collect any tip, and proceed to payment.

  4. Once the payment is confirmed, the table will automatically be closed (if linked to a table number).

After the transaction, a summary screen will appear. The guest can:

  • Scan a QR code to leave a review

  • Download the card receipt

  • Generate an expense report, if needed

🖨️ Depending on your terminal model, you may also be able to print the card receipt.

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