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. 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.

Return to top

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.

Return to top