Accept payments in the QuickSale mobile app

If you subscribe to a CHARGE Anywhere mobile solution, follow the steps in this article to process credit, signature debit, and cash transactions in CHARGE Anywhere's QuickSale mobile app.

Notes

• If you don't have the QuickSale app, please see Set up a CHARGE Anywhere mobile solution.
• The QuickSale mobile app doesn't process PIN debit cards.

What do you want to do?

• Accept credit and signature debit payments
• Accept cash payments

Accept credit and signature debit payments

Follow these steps to accept payments from a credit card or signature debit card.

1. Log in to the QuickSale app.
2. Do you want to swipe or enter a card? Follow the steps below.

   Swipe a card:

   1. From the QuickSale screen, swipe the card.
   2. Enter the Amount.
   3. Enter any optional information.

   Enter a card:

   1. From the QuickSale screen, tap Transactions > Credit > Sale.
   2. Enter the following information.
      • Name
      • Card#
      • Exp Date (enter a two-digit month and year in mmyy format)
      • Card Present (tap this switch if the card is present)
      • Customer# (optional, if you enabled the option to track customers' transactions)
      • [Clerk# or similar label] (optional, if you enabled the option to track clerks' transactions. This field name is customizable and may appear as Clerk#, Employee#, Server Id, or other variation. Also, this field is case-sensitive; for example, if you enter "Jen" one time and enter "jen" another time, the names are treated as different people.)
      • Invoice# (optional, if you enabled invoice numbers. This field name is customizable and may appear as Ticket#, Job#, or Order#.)
      • Address (recommended; enter the street number of the cardholder's billing address)
      • Zip Code (recommended; enter the ZIP code of the cardholder's billing address)
      • CVVI (optional, if you enabled security codes. Select an option if you don't want to enter the CVV during card-not-present transactions.
      • CVV (recommended, if you enabled security codes)
      • Amount
      • Tax Amount (optional, if you enabled taxes)
      • Tip (% or Amount) (optional, if you enabled tips. Note that you can't adjust a tip after you complete a transaction.)
3. Tap Actions > Submit.
4. If you enabled signatures, ask the customer to sign the screen and tap Submit.
5. If you enabled receipts, a paper receipt automatically prints if a printer is connected to your mobile device. To email a receipt, enter the customer's email address and tap Send.

Successful transactions are automatically settled before midnight on the same day.

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Accept cash payments

1. Log in to the QuickSale app.
2. Tap Transactions > Cash > Sale.
3. Enter the Amount.
4. Enter the following optional information, if applicable.
   • Customer# (if you enabled the option to track customers' transactions)
   • [Clerk# or similar label] if you enabled the option to track clerks' transactions. This field name is customizable and may appear as Clerk#, Employee#, Server Id, or other variation.)
   • Tax Amount (if you enabled taxes)
   • Tip (% or Amount) (if you enabled tips. Note that you can't adjust a tip after you complete a transaction.)
5. Tap Actions > Submit.
6. If you enabled receipts, a paper receipt automatically prints if a printer is connected to your mobile device. To email a receipt, enter the customer's email address and tap Send.

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