Select “On Terminal”
After all charges are added and you see the Total on the invoice summary, click On terminal at the bottom of the screen.
Choose a terminal
In the Choose your terminal window, select the terminal you want to use (e.g. iSMP4 or Flex).
Enter extra info (optional)
In Extra info, you can fill in:
- Ask for tip – enable if you want the terminal to ask the customer for a tip.
- Customer name – optional.
- Email – optional.
- Phone – optional.
- Invoice reference – optional internal note (e.g. “Sale #37”).
You can leave everything blank if not needed.
Process the charge on the terminal
- Click Process charge.
- The amount is sent to the selected terminal.
- Ask the customer to tap/insert/swipe their card or use a wallet on the terminal.
Once approved, the payment is completed and saved in your account.
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