Product FAQ

This section is focused on the latest version of PayAnywhere (version 2.0 +).

General PayAnywhere Information

Getting Started +

  • To get started with PayAnywhere, you will need a compatible Apple or Android device. Please reference the "Supported Devices" list to verify if your device is supported.
  • Sign up for a PayAnywhere account through the site. If you have already downloaded the PayAnywhere app, you will see an option to sign up on the main screen.
  • PayAnywhere is currently available in all 50 states in the U.S. Accept Visa, MasterCard, American Express, Discover and PayPal credit cards.

Supported Devices +

Apple

  • Requires iOS 6.0 or higher
  • iPhone - iPhone 4, iPhone 4s, iPhone 5, iPhone 5c, iPhone 5s
  • iPad - iPad, iPad 2, iPad (3rd Gen), iPad (4th Gen), iPad mini

Android

At PayAnywhere, we are constantly striving to expand the list of devices we are compatible with. Currently, the Android devices that the PayAnywhere app has been optimized for include:

  • Google Nexus 4
  • Google Nexus 10
  • Samsung Galaxy S3
  • Samsung Galaxy S4
  • Samsung Tablet 2-7" (wi-fi only)
  • Samsung Tablet 2-10" (wi-fi only)

Additional Android devices are being added on a regular basis and devices not specifically listed above may also be supported. To ensure that you have a seamless transaction experience, your PayAnywhere supported Android device must be equipped with a minimum OS of 4.0 or higher, a 3.5mm headset jack with microphone, a “normal” or “large” screen size, access to Google Play, as well as location services enablement. Not sure if your device meets these requirements? Please check with your phone carrier or device manufacturer.

Printers

PayAnywhere is compatible with AirPrint-enabled or Star thermal printers and select cash drawers.

Click here to view a list of printers that work with Air Print.

Click here to purchase a Star TSP100 LAN series printer (like the Star TSP143).

Hardware can be purchased at third-party sites like CDW, PCMall, or Amazon.com

Applying for PayAnywhere +

Apply as a Business if you are incorporated or have a Federal Tax ID. Apply as an Individual if you are selling goods or services and do not have a Federal Tax ID.

Your “Doing Business As” name is what a customer will see on their credit card statement.

When you apply, you will also create your password. Be sure to write down your password, as you will use this password, along with the email you entered to login to the PayAnywhere app and PayAnywhere Inside.

If you already have an account and would like to apply for a different account, the system will ask if you want to use the same email (using the same email is what links multiple accounts together; otherwise you will use separate logins on each account).

Multiple Accounts +

Multiple accounts are different from adding users to a single account. To add additional users, please see the Adding Users section. For example, people who might have multiple accounts are those who have one for their business and one for individual use. You can apply for an additional account at apply.payanywhere.com.

To view your accounts on PayAnywhere Inside, you’ll see them displayed at the top right. The name of the active account will be displayed and there is a dropdown arrow for you to see the rest of your accounts.

Mobile: To view your accounts on the app, go to Settings. Then you’ll see Profile Info. If you hit it, you will see which accounts you are currently using and which accounts you have linked. If you go to General Settings, you can set which account gets opened upon login. Options are to always open a default account, to open the last opened account, or to prompt you to select which account you want to use.

Storefront: To view your accounts on the app, go to Settings. Then you'll see Merchant Accounts. Follow the same steps as above. 

If your accounts are not already linked, please call Tech Support.

Funding +

PayAnywhere deposits funds within one business day of sales processed by 5PM EST. We will send you an email when the deposit to your bank account has been initiated. You can turn off the option for these emails through PayAnywhere Inside. Amount funded will be less processing fees.

Promotions & Rebates +

Retail Card Reader

If you bought a credit card reader at a retail store, PayAnywhere will apply a $10 rebate after your first swiped transaction. You will receive this rebate as an ACH credit to your bank account.

Free Processing Promotions

Whether you’ve been offered 30 days of free processing through our retail reader or at a tradeshow, or if you are taking advantage of one of our other limited time offers, PayAnywhere will waive your processing fees. After the promotion is over, you will be reimbursed through an ACH credit to your bank account.

Program is subject to change without notice. Exclusions may apply. Cannot be combined with any other offers.

Referrals

We love referrals! When you refer a friend or business to PayAnywhere, we'll give you $50 as a thank you. This will be reflected as an ACH credit to your bank account after your friend has activated their PayAnywhere account by processing at least $150 in transactions.

Referrals can be made from both the app and PayAnywhere Inside. The status of your referrals can be found in the Referrals section on PayAnywhere Inside.

The PayAnywhere App.

First Time Sign-In +

Your credentials are created during the application process in which you provided your username/email and password. Once your account has been approved, you will be able to sign in to the PayAnywhere app or PayAnywhere Inside.

  • If you have not already done so, download the PayAnywhere app from the Apple App Store or Google Play.
  • Launch the PayAnywhere app and enter your username/email and password that you created during the application process.

Settings +

Setup

When you first sign into PayAnywhere, the first thing you will do is create a passcode/PIN. The PayAnywhere app provides a lock period to prevent unauthorized usage of your account and this PIN will be required to unlock the app. After this, head to Settings to get the app set up for use.

Settings - General Settings

This screen will allow you to select your general settings for items such as:

  • Tip: Enable the tip feature to allow your customers to add a tip at the end of a transaction. You can enter default tip values, including custom and no tip, for your customers to choose from.
  • Tax: To process a sale with tax, toggle the Auto-Detect Tax option to On in Settings. Auto-Detect Tax turns on the GeoTax feature, which automatically calculates the appropriate tax rate based on your location. Or, if you prefer, you can set a default tax rate.
  • Discount: Enable the discount feature to enter discounts on individual sales. Discounts can be applied as percentages or dollar amounts.
  • Invoice Number: The invoice feature will automatically generate consecutive invoice numbers for each of your transactions.
  • Require Signature for Transactions Below $25: Customers will need to sign for transactions below $25 if this feature is enabled. All transactions over $25 are required to have a signature.
  • Open On Login: You can determine which account you would like to open when you launch the app. Use a default account, the last opened account, or get prompted each time to select a specific account.

Settings - Hardware

If you have a compatible AirPrint or Cloud Print-enabled printer or Star printer, you can link it to the PayAnywhere app.

  • Please first refer to the instructions that came with your printer.
  • Make sure your mobile device is connected to the same wireless network as your printer.
  • Enable the printer by selecting the Enable toggle.

Settings - Receipt Info

This screen is pre-loaded with the information you supplied when you signed up for PayAnywhere, such as: company name, business address, business phone, business fax, business website, and business email. You can edit this information as well as add a company logo and receipt message. You will also select from two receipt-specific settings:

  • Email Me All Receipts: BCC/email yourself a copy of all your receipts.
  • Show Sales Location On Receipts: Turn on this setting to record the location of a transaction, which will display a map on receipts.

NOTE: Receipt information is optional; the information that you provide on this screen will be reflected in the receipts that are emailed or printed for your customers. However, we recommend that your receipts contain your business name and phone number to reduce the risk of chargebacks.

Settings - Profile Info

Storefront & Android: This section is labeled as Merchant Accounts.

You will see your account details here, including your account number, principal information, and business information. If you have multiple accounts, you can switch between them from this screen.

Settings - Security

Settings for your PIN are located here. In the event that you forget your PIN and have unsuccessfully entered your PIN three consecutive times, you will be taken through a PIN reset password. You will be required to re-authenticate using your username and password.

  • PIN Enabled: The app will require you to enter your PIN if you toggle this option On.
  • PIN Timeout: Set the lockout period for the app to determine when entering a PIN will be required.
  • Reset PIN: Reset your PIN by entering your current PIN and creating a new one.

Settings - Sync

PayAnywhere will automatically sync app data to PayAnywhere Inside each time you launch the app. To force a sync yourself, tap Sync Data.

Sell +

General

PayAnywhere is currently available in all 50 states in the U.S. Accept Visa, MasterCard, American Express, Discover and PayPal credit cards.

In order to process a sale, you will need an Internet connection (WiFi or a 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.

Express Sale and Manual Item

The Express Sale transaction is useful for accepting payment without a product in the inventory. Express Sales can be processed quickly or may be turned into a new inventory item (Manual Item) via Open Details.

  • Tap on the Sell button on the main screen.
  • Select Express Sale or Manual Item on the New Sale screen.
  • Enter an amount.
  • If processing an Express Sale, simply tap the green checkout button.
  • If processing a Manual Item, tap Open Details to continue filling out the additional fields for the manual item creation (i.e., item name, description, category, tags). You will also have the option to add this item to your inventory. Once complete, hit Add to Cart then tap the green checkout button.
  • Process payment.
  • Cash: Enter the cash tendered.
  • Credit Card: Swipe the card, or manually enter the card information.
  • Enter a note for the transaction (optional).
  • Tap the green checkout button to process the transaction.
  • Print or email the receipt. See Send A Receipt for details.

New Sale

If necessary, sort your inventory by selecting the sort icon, which will allow sorting of inventory by Name, Price, Date, or Ascending/Descending. You can also change how you view your inventory list by tapping on the icon for List View or Grid View. List View will display less items on the screen with more details, while Grid View will allow you to view more items on the screen at once with less details.

  • Tap the Sell button on the main screen.
  • Add either Express Sale or Manual Items to the cart. Or, add inventory items to the cart:
  • Tap or drag and drop items into the cart
  • Increase or decrease the item quantity from within the cart. To remove all quantities of an item, drag and drop the item back into the inventory list (iOS only).
  • Review the total items, subtotal, tax, and discount by swiping upwards on the receipt ribbon.
  • Complete the transaction by tapping on the green checkout button.
  • Process payment.
  • Cash: Enter the cash tendered.
  • Credit Card: Swipe the card, or manually enter the card information.
  • Enter a note for the transaction (optional).
  • Tap on the green button to process the transaction
  • If the payment was made with a credit card, you will be taken to the Signature screen.
  • Signature can be applied within the empty box.
  • To clear the signature box, tap on the orange “x” button
  • To process the payment, tap on the green button
  • Print or email the receipt. See Send A Receipt for details.

Discounts

Make sure you have Discounts enabled under Settings → General Settings.

  • During a transaction, tap on the Edit Discount field to enter your discount either by dollar amount or percentage.
  • Tap Done.

Tips

Make sure you have Tips enabled under Settings → General Settings.

  • On the signature screen tap on Edit Tip.
  • Allow your customer to select from one of the preset values or enter a custom amount.

Taxes

To process a sale with tax, you can toggle the Auto-Detect Tax option to On in Settings → General Settings. Auto-detect tax turns on the GeoTax feature, which automatically calculates the appropriate tax rate based on your location. Or if you prefer, you can set a default tax rate.

In order to apply tax, make sure individual items are marked as taxable.

Send a Receipt

To send your customer a receipt:

  • Enter in your customer’s name and email address. If your customer is already in your Customers list, you can simply tap the Customers button in the top left corner to find them quickly. Enter additional recipients by tapping the orange + icon (optional).
  • Tap Send via Email.

To print a receipt:

  • Tap Print Receipt.
  • Select which printer you would like to use.
  • Select the number of copies to print.
  • Tap on the Print Receipt button.

To modify your Receipt options, go to Settings à Receipt Info. You can turn on the option bcc/send yourself a copy of the receipt to your email.

To re-send a receipt, you can go to your reports to look at recent transactions or head to PayAnywhere Inside

Void

Voids cancel a completed sale before the payment is processed. Typically, you will process a void on the same day, before your account batches out (5 PM EST). If you have a sale time stamped after 5 PM, you can void it before 5 PM the following day.

To void a transaction:

  • Tap the Sell button on the main screen.
  • Access the Sell menu and select from Voids. All the transactions that are eligible to be voided will be organized by date.
  • Select the transaction you would like to void.
  • Tap Void and confirm that you would like to void the transaction.
  • If you would like to add a note to your voided transaction, please enter it when the prompt appears. If not, tap No, Continue.
  • Print or email the receipt. See Send A Receipt for details.

Refund

Refunds differ from voids in that the transaction has been completed and payment has been processed. In a refund, the cardholder is credited back funds to their bank account. The refund amount must be greater than $0.00 but cannot exceed the total transaction amount.

Mobile: To refund a transaction:

  • Tap the Sell button on the main screen.
  • Access the Sell menu and select from Refunds. All the transactions that are eligible to be refunded will be organized by date.
  • Select the transaction you would like to refund.
  • Tap Refund.
  • If you’re returning entire item costs, select the item counters to indicate how many of the items are being returned.
  • If the total needs to be adjusted further for any reason, tap the adjustment field and enter the amount. Tap on the counter besides the amount to apply the adjustment.
  • Once you’re done adjust the refund amount, tap Refund again.
  • Print or email the receipt. See Send A Receipt for details.
Storefront: To refund a transaction, access your sales from the Reports menu. Then, follow the same steps as above.

Force Transaction

A force transaction is used when the payment processor network is down. It is required to call the payment processor for transaction approval. This type of transaction requires a voice authorization code.

  • Tap on Sell and access the Sell menu.
  • Select Force Transaction.
  • Forcing a transaction requires a voice authorization code.
  • If you do not have a voice auth code, select No from the prompt and a list of phone numbers for Visa/MasterCard/Discover and American Express will appear for you to call and obtain a code.
  • If you do have a voice auth code, select Yes from the prompt and continue with your transaction as you would with any other sale (required fields are amount, card number, expiration date, CVV, and authorization code).

Pre-Authorization

A pre-authorization allows you to prepare a sale, placing a hold on the funds, but not processing the sale immediately. This is a two-part process and you must close the pre-authorization to complete the transaction.

Note: Pre-authorizations are only valid for 7 days from the authorization date.

Create a New Pre-Auth:

  • Tap on Sell and access the Sell menu.
  • Select New Pre-Auth.
  • Create a new pre-auth in the same manner in which you would a New Sale transaction (i.e., add items to the cart).
  • Tap on the green button to save the pre-auth.
  • Swipe or manually enter credit card information and tap the green button.
  • Print or email the receipt.

Close or Complete a Pre-Auth:

  • Tap on Sell
  • Select Close Pre-Auth from the Main menu.
  • Select from your saved pre-auths which transaction you would like to close.
  • If needed, modify the pre-auth by editing the cart. Or, if you are all set, tap the Close button.
  • Review the cart, add or edit tip, sign, and finalize the pre-auth transaction.
  • Print or email the receipt.

Inventory +

Create and Manage Inventory Categories

Create inventory to easily and quickly access your products and services. This will streamline your sales process and provide an itemized transaction on your receipts.

First, you will want to determine your categories for organizing and sorting your items. You can create your categories from the category list as well as “on the fly” during item creation.

  • To set up a category during the item creation process, select the Category field on the item detail screen. You can then choose from an existing list of categories, or enter a new category, which can be applied to the item and included in the category list.
  • To create your category from the category list you will select from the menu Manage Categories. From this screen you will be able to select to add a new category to be saved to the category list.

If you need to manage your categories, navigate to your inventory and select Manage Categories from the menu. You can edit or delete a category.

Note: Any category that is deleted will also be removed from all items that you may have assigned to that category.

Create and Manage Inventory Items

If you need to add a new item to your inventory, navigate to Inventory and select “+” or Add Item from the menu. The New Item form will allow you to do the following:

  • Upload a photo for your item either from your photo library or by capturing one with your device's camera.
  • Enter a name for your item.
  • Enter a price for your item.
  • Enter or select a category to assign to your item.
  • Select if the item is taxable or not.
  • Enter a description for your item.
  • Enter an item-specific note to be displayed on the receipt.
  • Apply a tag to your item to help you in finding your item once you create it.
  • A tag is a descriptive word or phrase that helps to further describe your item and is used as an additional level of categorizing your items.
  • You are not limited to the number of tags that you assign to your item(s).

If you need to manage your inventory items, navigate to your inventory, select All Items, and select the item that you would like to edit or delete.

Create and Manage Inventory Tags

  • To create a tag during the item creation process, select the Tag box on the item detail screen. This will take you to a screen that will allow you to select from an existing list of tags or enter a new tag to both be applied to the item as well as to include in the tag list.
  • To create a tag from the tag list, select Manage Tags, which will take you to the tag list. From this screen, add a new tag to be saved to the tag list.

If you need to manage your tags, navigate to your inventory and select Manage Tags from the menu. You can edit or delete a tag.

  • Note: Any tag that is deleted will also be removed from all items that you may have assigned to that tag.

Create and Manage Inventory Filters

  • To create a filter during the New Sale process, select the filter icon when in the inventory list view for your new sale. Or, select Manage Filters from the menu when you are in the inventory list view independently.
  • You will see a list of all existing filters on this page and have the ability to create new custom filters. There will be a default of filters created under the Categories section, which will always match up to your category list.
  • To create a new custom filter requires you to give that filter a name and allows you to enter as many “rules” or criteria elements as necessary. Each rule that you add requires you to select an attribute (i.e., tag name, taxable, name, price, item description, date added, category), operation (i.e., begins with, ends with, match, does not match, contains, does not contain), and a value. You can add as many rules as needed to your filter. You can also select to have your filter match any rule that you have created in your filter or all rules that are included in your filter.
  • If you need to manage your filters, navigate to your inventory and select Manage Filters from the menu. You can edit or delete your custom filters from this filters list

Reporting

In-app reporting gives you access to real-time information about your customers and your sales.

Tap Reports in the main menu. The default report lists all transactions; tap on a specific time period to view a summary of total sales (e.g., hit the arrow next to Last Week to see totals on credit cards, cash, discount, tax, tips, etc.). Reports can be viewed by day, week, month, and year. Reports can also be searched by entering in a keyword and filtering through various fields via the Search bar at the top of the screen.

Additional reports can be accessed by tapping on the Reports menu.

Heat Maps

Heat Maps will show where your sales are taking place. Tap on a location to view the transactions for that location.

Customer Reports

The Customer report shows a list view of all customers’ name, email, and number of transactions on record. Customer details can be viewed by selecting a name.

  • To add a customer, tap on the Customer icon on the top right. Fill in their name and email.
  • To edit a customer’s information, simply tap on their name. Make sure to save your changes once complete.
  • For a list view of all transactions associated with a customer, tap Transactions. To see specific transaction detail, select the transaction that you would like to view.

Top Items

The Top Items report shows a list of the top items by day, week, month, or year. This report can be sorted by gross sales or quantity.

Custom Reports

Custom reports can be created by applying either a saved filter or creating and applying a new filter. The filter tool is available from the Reports menu.

  • Add a new filter by selecting New Filter.
  • Give the filter a name.
  • Select to match any rule or all rules that you create
  • Select the target or transaction type to apply the filter.
  • Select to add a new rule to the filter.
  • Define the rule by selecting an attribute, operation, and entering a value
  • Add the rule and either create additional rules or save the filter.

PayAnywhere Inside

PayAnywhere Inside provides valuable insight about your business, with detailed account activity, transaction data, referrals, and more.

First Time Sign-In +

Login to PayAnywhere Inside at inside.payanywhere.com.

Your credentials are created during the application process in which you provided your username/email and password. Once your account has been approved, you will be able to sign in to the PayAnywhere app or PayAnywhere Inside.

When you first sign in, you will be directed to your Account Activity.

If you have multiple accounts that are linked to one email address, you can switch from one account to another by clicking on the dropdown arrow on the top right. Your DBA name and account number will help you identify the account that you are currently viewing.

If you are already a PayAnywhere merchant but do not have credentials, please register your account here.

Forgot Password +

If you forgot your password, please click here or on “Forgot Password” and you will be sent an email with further instructions on how to reset your password.

Account Activity +

When you login to PayAnywhere Inside, you will default to the Account Activity page. This screen will display a summary of your transactions and functions just like the reports in the PayAnywhere app. You can create reports and search transactions by date, customer, transaction type, etc.

  • To view additional detail about a specific transaction, click on the + icon on the left.
  • You can also email or print additional copies of receipts.
  • Export your data as an Excel file or PDF for your records.

Custom Reports

  • Select a date range.
  • Identify your search criteria by user, item, category, tag, or amount.
  • Refine your search criteria with advanced search options and click Add Rule.
  • Save the filter by giving it a name (optional). This will allow you to select from saved filters in the future to quickly generate a report.
  • To create or run a new report, click Reset All.

Profile +

Edit your business information on the Profile section. Here, you can update bank account information, change your company address, add users, etc. You can also create and set email notifications about your account (e.g., Funding, Low Batch Volume, Duplicate Transactions, etc.) through the Merchant Alerts section.

Profile - Sign In Settings

Changing your email and password will change your sign in credentials in both the app and PayAnywhere Inside.

Changing your email does not, however, change the email address we send correspondences to. To update the email address that is tied to your account, visit the Business Information section.

Profile - Social Link Settings

Add in a link to your Facebook page to include on the bottom of your receipts.

Adding Users +

You can invite your employees to process payments on your behalf.

From PayAnywhere Inside, go to the Profile page and click Add Another User in the Users section. Sending the invite allows your employee to register for their user account, which takes less than a minute. Once registered, they can access the PayAnywhere app using their email and password.

To disable a user, click the Delete button next to their name. If you need to re-enable their account, just add their email address again.

A few things to remember:

  • Make sure your employees have devices supported by the app (see Supported Devices).
  • Use an employee’s preferred email address when sending the invite.
  • The invite expires 7 days after being sent.

Add/Update Bank Account +

  • If you selected "Add Bank Account Later during the application process", you will receive emails from PayAnywhere as a reminder to add your banking information.
  • To add your bank account, go to payanywhere.com and click on the Sign In button in the upper right corner of the page, which will take you to PayAnywhere Inside, the merchant portal.
  • Once you are in PayAnywhere Inside, you will find the bank account information under the "Profile" tab in the upper top navigation of the page.
  • If needed, you can update your bank account at any point by following the same steps as above.
  • Add your bank account under the Financial Information section. You will need the routing number and account number for your bank account.
  • NOTE: PayAnywhere will be unable to send you funds until your banking information is up-to-date.

Referral Program +

Click on the Referrals section. Enter in your friend’s contact information in the form. PayAnywhere will send an email to them on your behalf. Once your friend has activated their PayAnywhere account by processing at least $150 in transactions, we will give you $50 as a thank you. This will be reflected as an ACH credit to your bank account.

Referral status and payout status are also displayed in this section.

Using the Card Reader

Swiping Tips +

Here are a couple tips on the art of swiping. To get a good swipe, try to firmly and steadily swipe the card through the reader.

Make sure volume is maximized when you launch the app and have plugged in the card reader. On some phone models, Ringer volume is different from Headset volume. It is the Headset volume that needs to be maxed.

Make sure that the magstripe of the credit card is facing the right direction. If you are looking at the front of your card reader, you will see payanywhere.com. You should also be looking at the magstripe.

If you are using a case on your device, check to make sure the sleeve isn’t preventing the card reader from being plugged in all the way.

Card Reader Issues +

In the event that your credit card reader malfunctions, there is a 12-month limited warranty. In the event that you misplace your card reader, we will send you a replacement for an additional fee. If you need a replacement, contact Technical Support at 877-387-5640.

Storefront allows for one free equipment swap every 12 months on defective equipment. The paid swap fee is $99 plus shipping & handling. The replacement cost for physical damage is $199 plus shipping & handling.

Additional Card Readers +

To order additional card readers, you can call Customer Service at 877-387-5640 or head to the Profile section on PayAnywhere Inside.

Additional free card readers are available based on monthly processing.

Storefront +

What's in the box?

Here’s what’s in the box if you selected Storefront.

  • 10" tablet
  • Stand with build-in credit card reader
  • Power cord
  • Mobile credit card reader
  • Mounting kit
  • User setup guide

Please refer to the guide included in the packaging to set up PayAnywhere Storefront.

Refer to Card Reader Issues if you need to replace or swap out Storefront.

Mounting to Countertop

To mount the tablet and stand to the countertop:

  1. Remove power cord from tablet.
  2. Remove base cover.
  3. Swivel tablet to the left until stop point and the three mounting holes align with openings on bottom of stand.
  4. Using drill bit and the printable template provided, drill three pilot holes, into the countertop.
  5. Align the stand over the holes in the countertop. Using a Philips screwdriver, insert the screws provided through the holes in the stand and tighten.
  6. Re-attach base cover.
  7. Reconnect power cord to the tablet.

Click here to download the printable template

Choose the plan that works for you.

Storefront

Mobile