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How do I run a transaction on Android?

  1. The app will open to the Transaction screen. Verify your business name in the upper left corner. The fields for Subtotal, Card Number, Card Expiration, CVV and Zip are available here. Also present are Tax (which you can change in Settings) and Total (which will automatically populate for you.
  2. Connect your card reader. A dialogue box will appear and ask if the card reader is connected. Ensure that your card reader is fully inserted into its port and tap Yes. A message should appear briefly that the card reader is connecting. This process should not take any longer than a few moments. Once the card reader is connected a small icon of a credit card will appear just above the green signature button and to the right of the Zip field.
  3. If not selected, tap on the Subtotal field. Enter in your subtotal. The use of a decimal point is not required. For example, if your subtotal is $14.99, you would simply enter 1499 and the decimal will be added for you. If you have tax enabled, the tax field will automatically calculate your tax based on your current location. (You can disable Location-Based tax rates and enable Fixed Rate tax from Settings.)
  4. Swipe the card. (Alternatively, key in credit card information.) If swiping a card, the card type and the last four digits of the card number will show, otherwise you will see the whole card number.
  5. Fill in any other fields you wish. Additional fields are available by tapping the menu key on your device and selecting More Fields. If you select More Fields, return back to the transaction screen by tapping the back button (twice on some devices) on your device.
  6. Verify that the information you have input is correct. If information is incorrect, you can use the Clear button to reset the transaction and start again. Otherwise, tap Signature.
  7. If you have tips enabled, three preset options will appear on the signature screen for your customer’s convenience. If you customer wishes for a different tip amount, they can enter an amount in the Tip field and the total will be automatically calculated. Have your customer sign for the transaction using their finger or a stylus, then tap the Done button. (Note that the signature requirement can be disabled in Settings.)
  8. Verify again that the information in the transaction is correct and tap the Charge button.
  9. A message will appear saying that the transaction has been approved. Tap either OK to start a new transaction, or Receipt to view and email/print the receipt.

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