Sell - Express, Swipe to Sell, New Sale

When you enter Retail Theme, you will land on the Express Item screen. You can edit you default sale screen under Settings.

General

You can accept Visa, Mastercard, American Express, and Discover payments. In order to process a sale, you will need an Internet connection (WiFi or data plan).

If you are in the middle of a transaction and you receive a phone call or text message, press Decline and complete your transaction. Hitting Accept will abruptly end your transaction and force the app to close.

Phone Order

If you are taking an order over the phone and manually keying in your customer's information, make sure to write Phone Order on the signature screen.

Express Item

Express Items are useful for accepting payment without a product in the item library. 

  • To make a sale with an Express Item, tap on the credit card icon or Express Item (depending on the device you are using). Enter a custom amount for a one-off item.
  • Hit Add.
  • Process payment by swiping or inserting a card. Or, tap Proceed To Checkout for Manual, Cash, NFC, Split Payment, Invoice, or Alipay transactions.

Swipe to Sell

When your customers are in a hurry, Swipe to Sell allows you to simply swipe a card and move onto the next sale. 

  • To use Swipe to Sell, swipe or insert the card.
  • Enter the amount.
  • Follow the prompts to complete the sale. You will then be directed to the Signature screen (if applicable) and the Receipt screen.

New Sale

  • If you are a first time user or you do not have items loaded, the Sell screen will be clean and simple. Use Express Item or Swipe to Sell to initiate transactions.
  • If you do have an item library, select an item to add to the cart.
    • iPhone: To view your items by category, tap on the bottom right category icon for the Filter Menu.
    • iPad: To view your items by category, expand the Categories menu by tapping on the menu bar on the bottom left of the screen.
    • Android or Storefront: To view your items by category, tap on the upper right category icon for the Filter Menu.
    • Tap on the item to change the quantity.
    • Items with multiple prices and/or modifiers will prompt you to select the price and/or options.
  • Review the items in your cart.
  • Swipe or insert a card. Or, tap Proceed To Checkout for Manual, Cash, NFC, Split Payment, Invoice, or Alipay transactions.
    • You can manually enter a credit card here. At minimum, you must enter a number and the expiration date.
    • If you are accepting a cash payment, enter in cash provided or use one of the quick cash buttons to calculate change due.
    • If needed, you can again review the items in your cart by hitting the shopping cart icon.
  • Ask your customer for their signature, if necessary.
  • Email, text, or print the receipt.
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