Product FAQ

This section is focused on the latest version of PayAnywhere (version 3.0).

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 7.0 or higher
  • iPhone - iPhone 4, iPhone 4s, iPhone 5, iPhone 5c, iPhone 5s, iPhone 6, iPhone 6 Plus 
  • iPad - iPad 2, iPad (3rd Gen), iPad with Retina, iPad mini, iPad mini 2, iPad mini 3, iPad Air, iPad Air 2
  • iPod touch - iPod (5th Gen)

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 Galaxy S5
  • 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 Apple AirPrint-enabled (iOS only) or Star Bluetooth printers (iOS and PayAnywhere Storefront only) and select cash drawers.

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

Click here to purchase a Star Bluetooth TSP650II printer. 

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).

 

For the safety of both merchants and customers, some business types are prohibited from using PayAnywhere. By accepting the Terms & Conditions and creating a PayAnywhere account, you agreed that you will not accept payments for or in connection with the following businesses: 

  • Any illegal activities or goods (includes marijuana services/paraphernalia)
  • Adult sexually oriented material
  • Age sensitive products sold direct to consumer
  • Business or investment opportunities/multi-level marketing 
  • Business physically located outside the U.S.
  • Dating/matchmaking
  • Deceptive/negative marketing practices
  • Any division or agent of a foreign government
  • Essay mills/paper mills (ghostwriting) 
  • Financed payments via credit card 
  • Gambling or sports forecasting
  • Internet/telecom services
  • Magazine subscriptions
  • Money services
  • Online auctions
  • Products or services with unreasonable guarantees or claims
  • Travel services

PayAnywhere reserves the right to modify, alter, or change this list at its sole discretion at any time with or without notice. When your PayAnywhere account is approved, that approval is provisional. PayAnywhere may ask you for additional information or documentation at any time and at our sole discretion. Types of additional information requested may include items such as: a detailed description of your business, government issued identification, invoices for transactions, business bank statements, and other similar documents. Continued use of your account with PayAnywhere requires complying fully with these requests.

 

 

 

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.

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

Funding +

PayAnywhere deposits funds within one business day of sales processed by 5PM ET. Transactions processed after Friday 5PM ET are funded the following Tuesday. 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. If you have PayAnywhere Storefront, the app is already pre-loaded on the tablet.
  • Launch the PayAnywhere app and enter your username/email and password that you created during the application process.

Settings +

Setup

When you are logging into PayAnywhere for the first time, the first thing you will do is create a 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 that, you will land on the Sell screen. Tap the pencil icon to add inventory (refer to Inventory).

Tap the gear icon and then “Settings” to access Settings.

Settings - General Settings

  • Manage Accounts: In this section, you can view your linked accounts and switch from one account to another. Additionally, 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.
  • PIN Settings: Select a time for when the app locks and will require the user to enter in a PIN. Tap “Reset PIN” to reset your PIN by entering your current and then creating a new one. 
  • Receipt Settings: This section is pre-loaded with the information you supplied when you signed up for PayAnywhere. You can edit this information as well as add a company logo and receipt message. As you edit your receipt, a real-time preview of your email receipt will display on the right side.
  • Auto-Generate Invoice Number: This 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.

Settings – Tips 

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. 

Settings – Taxes 

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

Settings - Hardware

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

  • Enable printer/s by selecting the “Enable Receipt Printing” toggle. 
  • Adjust settings under “Manage Devices.”

Settings - Paypal

Storefront Only As a PayAnywhere Storefront merchant, you are automatically set up to accept PayPal photo check-in payments. Edit your PayPal profile picture or enable gratuity here. Or, you can choose to disable PayPal photo check-in functionality. 

Sell +

When you login, you land on the Sell screen. 

General

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.

Express Sale

Express Sales are useful for accepting payment without a product in the inventory. 

  • To make an Express Sale, tap on the credit card icon. 
  • Enter a custom amount for a one-off item. 
  • Hit “Add.”
  • Process payment by swiping a card or selecting “More Payment Options” for Cash, Manual card number entry, and PayPal 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 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 inventory loaded, the Sell screen will be clean and simple. Use Express Sale or Swipe to Sell to initiate transactions. 
  • If you do have inventory loaded, select an item to add to the cart. To view your items by category, expand the Categories menu by tapping on the menu bar on the bottom of the screen. 
    • Tap on the item to change the quantity. 
    • Storefront Only Items with multiple prices will prompt you to select the price.
    • iPad Only Items with multiple prices and/or options will prompt you to select the price and/or options. 
  • Review the items in your cart. 
  • Swipe the card, or tap “More Payment Options” for Cash, Manual card entry, and PayPal transactions. 
    • You can manually enter a credit card here. At a 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.
    • PayPal photo check-in capability is available only on PayAnywhere Storefront.
    • 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 or print the receipt. 

Storefront Only PayPal photo check-in 

PayAnywhere Storefront users are automatically enabled with PayPal photo check-in functionality. Customers launch the PayPal app on their smartphone, locate your business with the “Shop” tab, and check-in to pay at the point of sale with PayPal. 

To accept a payment with PayPal photo check-in: 

  • Ring up the sale as you would with any other transaction. 
  • When a customer lets you know they are paying with PayPal, tap “More Payment Options” and then “PayPal Photo Check-In” as the payment method. 
  • View your checked-in customers and select your customer by their picture and name. 
  • Verify the customer and payment amount on the confirmation screen and tap “Confirm” to complete the transaction.

Discounts

To add an Express Discount, just tap the price tag icon, and add the discount amount. Express Discounts apply to all items in the cart. 

Storefront Only To add an item-level discount, tap an item from the cart to apply a discount. 

Tips

Make sure you have Tips enabled under Settings → Tips. 

  • On the signature screen, your customer can select from one of the preset values or enter a custom amount. 

Receipt

To send your customer a receipt: 

  • Enter your customer’s name and email address. If your customer is already in your Customers list, you can select their name through the address book icon. 
  • Tap the notebook icon if you would like to add a note to the receipt (optional). 
  • Tap “Send Receipt.”

To print a receipt:

  • Switch the printer toggle to on. If you have multiple printers enabled, you will need to select which printer you would like to use. 

To modify your receipt, go to Settings → Receipt Settings.

Void & Refund +

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 ET). 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 gear icon to access the Dashboard. 
  • Tap “Transactions.” 
  • Search and select the transaction you would like to void. 
  • Tap “Void” and confirm that you would like to void the transaction. 

Refund

Refunds differ from voids in that the transaction has been completed and the 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. 

To refund a transaction: 

  • Tap the gear icon to access the Dashboard.  
  • Tap “Transactions.”  
  • Search and select the transaction you would like to refund. Hit “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, enter it in the “Additional Custom Amount” field. 
  • Tap “Refund” again.

Force & Pre-Auth Transactions +

Force Transaction

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

iPad, iPhone, Android Only To force a transaction:

  • iPad Only Tap “Create” on the upper left side of the cart. 
  • Tap “Force Transaction.” 
  • Forcing a transaction requires a voice authorization code. 
    • If you do not have a voice auth code, select “No” from the prompt. 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, 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.

iPad, iPhone, Android Only Only To create a pre-auth: 

  • iPad Only  Tap “Create” on the upper left side of the cart. 
  • Tap “New PreAuth.”
  • Create a new pre-auth in the same manner in which you would a new sale (i.e., add items to the cart).
  • Follow the prompts to save the pre-auth. 

To close or complete a pre-auth: 

  • Tap the gear icon and then “Transactions.”
  • Select the transaction.
  • Under Actions, tap on “Complete.”
  • Tap “Submit” in the upper right.
    • If needed, modify the pre-auth by editing the cart. 
  • Follow the prompts to complete the transaction.

Inventory +

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. 

Access your inventory by hitting the pencil icon at the bottom of the Sell screen. You will now be in Edit mode. When you’re done, tap “Done Editing” to return to the Sell screen. 

Categories

Group your items in Categories which can be organized by both a color and a name. Tap the “+” symbol in the upper left of the Category pane to add a category. 

Add an item to your Favorites group by tapping on the heart icon next to the item while in Edit Item view. 

Add/Edit Items

Tap on the “+” symbol in the upper left of the Item grid to add an item. Enter a product name; photo; price/s; select if the item is taxable or not. When adding an item you can add Multiple Prices to a single item listing. Add the product to a category if you have categories set up. Tap “Save.”

iPad Only When adding an item you can add Options and Multiple Prices to a single item listing. 

Add/Edit Discounts 

Tap on the “+” symbol in the lower left of the Item grid. Specify a dollar amount or percentage, name the discount, and attach a color for identification. Discounts are created just like you would an inventory item. 

When you’re back in the Sell screen, you’ll see a colored discount tile that you can add to cart on any transaction. This discount will apply to all items in the cart. 

Reporting +

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

From the Sell screen, access your reporting by hitting the gear icon to visit the Dashboard.

Sales Trends 

Sales Trends is an overview of sales, transactions, items, and payment methods. Change the date range of your reporting by hitting the calendar icon. 

Customers

The Customers report shows a list view of all customer names, emails, and number of transactions. 

Enter a name in the “Search Customers” field. Tap on the customer to edit their information or tap “View Transactions” to see specific transaction detail. 

iPad Only Add a customer by tapping on the “+” symbol by the Search bar. 

Transactions

Transactions is a listing of all transactions, which can be viewed Daily, Weekly, Monthly, or Yearly. You can also search by the last 4 digits, customer name, or customer email to find a specific transaction. The Search bar provides quick access to void or refund a transaction. 

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 PayAnywhere Mobile and Storefront

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. 

Mobile Make sure that the magstripe of the credit card is facing the right direction. You should be looking at the magstripe when swiping.  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.

Storefront Make sure that the magstripe of the credit card is facing the right direction. The magstripe should be facing down and away from you when swiping.

Card Reader Issues +

Mobile 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 Customer Service at 877.387.5640. 

Storefront There is one free equipment swap every 12 months for 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, head to the Profile section on PayAnywhere Inside or call Customer Service at 877.387.5640. 

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