Note: 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.
If you don't have a stable internet or cellular connection (wifi or data plan), use the Offline Payments feature to complete a sale.
Completing a sale in Terminal theme:
Payanywhere’s default Terminal theme works just like a traditional credit card terminal. For advanced features like inventory and open tabs, switch to the Retail theme. You can change your theme by navigating to Settings → Theme.
- Enter a dollar amount on the New Sale screen.
- Insert an EMV chip card into the reader. Or, select the desired payment method at the bottom of the screen.
- Your customer will sign and tip, if necessary.
- Email, print, or SMS text a receipt to the customer.
Click the cart icon in the upper right-hand corner of your screen if you need to clear the transaction and start over.
Completing a sale in Retail theme:
- Add one or more items to your cart.
- If you are a first time user or you do not have items in your inventory, use Express Item to add an item/transaction amount to your cart. There is a character limit of 200 for the optional express item name.
- Items with multiple prices and/or modifiers will prompt you to select the price and/or modifier options.
- Tap Proceed to Checkout. If you have Tickets enabled, tap Charge to proceed to checkout, or Create Ticket to create an open ticket.
- Insert an EMV chip card into the reader. Or, select the desired payment method from the Checkout screen.
- You can manually enter a credit card here. At minimum, you must enter a number and the expiration date.
- If Show AVS Mismatch Alert is enabled in your Settings, you will be alerted if the street number and/or zip code entered does not match the billing address of the cardholder. You will have the option to void or complete the transaction.
- 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.
- You can manually enter a credit card here. At minimum, you must enter a number and the expiration date.
- Your customer will sign and tip, if necessary.
- 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.
- Email, print, or SMS text a receipt to your customer.
- You can enter an optional custom invoice number on the receipt screen. If no invoice number is entered, one will be automatically generated.
- If you are using a Payanywhere Smart Solution that has a customer facing screen (Smart Flex, Smart Point of Sale, and Smart POS+) you can enter the invoice number, then select Prompt for Receipt Option on Second Screen to have your customer choose their receipt preferences.