Ready to start accepting credit cards? Get Started

How do I run a transaction on Windows Phone?

  1. The app will open to the summary screen. You can verify your business name in the upper left and view transaction summaries for Today, This Month and All Time as well as details for your most recent transactions.
  2. Tap the ‘+’ icon at the bottom of the screen to start a new transaction.
  3. The message ‘Connect Card Reader’ will appear. Follow the instructions. A message will appear briefly that the card reader is connecting. This process should not take any longer than a few moments. The new transaction screen will appear. You can verify that the card reader is connected by checking to see if the icon of a credit card in the upper right hand corner is blue. If it is gray, the reader is not connected properly.
  4. Enter in a subtotal.
  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 may need to press the back button to hide the keyboard to view all available fields.
  7. Tap the pen icon at the bottom of the screen to move to the signature screen (You may need to tap it twice). Have you customer sign with their finger or a stylus.
  8. Tap the credit card icon on the right side of the screen and a message will display to confirm the charge. To confirm, tap yes.
  9. The app will show that the transaction is authorizing, and then approved. Tap the ‘+’ at the bottom of the screen for a new transaction.

Ready to start accepting credit cards? Get Started