Processing Sales Transactions - Tablet POS

Taking payments on your Tablet POS is simple and flexible. Tablet POS records your credit, cash, check, and other payment options in PayHQ. To start, sign in to your Tablet POS app.  

Selling on Tablet POS:

1. On your Terminal screen, select the items for purchase you can adjust their quanity and even apply a discount once they are on a tab.
2. Once all items have been added to the tab and the sale is ready, hit the orange ‘Charge’ button.
3. Once you have filled out the necessary fields as we describe below, you can tap Submit or Charge, depending on their payment.

Accepting A Credit Card Payment:

1. Credit is the default transaction method when accepting payments.
2. If you’ve got a card reader connected to your iPad, your checkout screen will display a card reader icon and instruct you to swipe your customer’s card. If not, you’ll type in your customer’s credit card info using the iPad's keypad.
3. If tipping is enabled, your customer will have the opportunity to leave a tip, before providing their signature.
4. After the payment is approved, you can email a receipt to your customer, or print their receipt.  

Accepting A Cash Payment:

1. Select ‘Cash’ as your payment type.
2. Type in the amount of cash your customer pays with.  Our suggested amounts will provide the most likely paid amount, assuming exact change is not provided.
3. Tap on Submit, and your cash drawer, if connected will kick, as well as displaying the change due, if any.
4. Send an email receipt, or print a copy of the receipt.

Accepting A Check Payment:

1. Select ‘Check’ as your payment type.
2. Type in the amount written on your customer's check for payment and enter in the check number for your records.
3. Tap on Submit to complete the transaction.
4. Send an email receipt, or print a copy of the receipt.  

Other Terminal Payments:

1. Select ‘Other’ as your payment type.
2. Type in the amount that is being paid and payment details (Debit terminal approval code, coupon code, promotion code) for your records.
3. Tap on Submit after your information reference information has been entered.
4. Send an email receipt, or print a copy of the receipt.