We’re excited to share some fantastic news! Our CRM has rolled out a shiny new feature that will make in-person payments easier than ever for small business owners. Say hello to Tap to Pay, a quick and efficient way for you to accept payments directly from your mobile device. Let’s dive into what you can expect from this update!
📌 Why This Matters
In today’s fast-paced world, customers appreciate convenience and speed during transactions. With this new feature, you can offer a seamless payment experience that caters to their preferences, whether they want to pay with a card, Apple Pay, Google Pay, or other contactless methods. This enhancement not only helps you keep up with customer expectations but also streamlines the payment process for your business.
✨ What’s New
- Tap to Pay: Easily accept in-person payments from customers using various contactless options, making transactions faster and simpler.
- Integrated Payment Options: This feature works alongside existing methods like Cards on File and Manual Card Entry, providing flexibility for your business’s payment needs.
🛠️ How to Use It
- Step 1: Connect your payment account by navigating to Payments -> Integrations on the web platform. Make sure to select your active payment location in Live Mode.
- Step 2: Log in to the mobile app and access the sub-account linked to your payment connection.
- Step 3: Go to the POS and start a new sale by adding items using the keypad or catalog, linking a contact, and applying taxes or discounts.
- Step 4: Proceed to payment by tapping on the Payments Instruments button.
- Step 5: Choose the payment option for your sales.
- Step 6: Select Tap to Pay to complete the transaction.
💡 Pro Tip
Streamline your payment process by offering multiple payment options to your customers, ensuring convenience and improving satisfaction during their shopping experience.
