Ready to start accepting credit cards? Get Started

How do I run a transaction on Windows?

  1. The app will open to the summary screen. You can verify your business name in the upper right corner and view transaction summaries for Today, This Month and All Time as well as details for your most recent transactions.
  2. Connect your card reader. If the card reader is connected properly, then the small icon of a credit card in the upper right will be blue. If the icon is gray, this means that the card reader is not connected properly.
  3. Tap the green New Transaction button.
  4. Enter in a subtotal in the Subtotal field.
  5. Swipe the card (or key in credit card information if you don’t have a reader. 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).
  6. Fill in any other fields you wish. You can scroll to the right for all fields.
  7. Scroll to the right to find the signature box. Have your customer sign using their finger or a stylus.
  8. Press the green ‘charge $X.XX’, where $X.XX is the amount of the transaction.
  9. A message will show that the transaction is processing, and then approved. Tap the green done button in the lower right or the back arrow in the upper left to return to the transaction screen.

Ready to start accepting credit cards? Get Started