Tap to Pay

POS (Point of Sale) Collections are now possible through this option. Tap 2 Pay offers a checkout experience like no other with its swift and secure way to collect payments.

Covered In This Article:

• What makes it a good payment collection option?
• How to Use Tap to Pay
• Supported Devices
• Join the Beta Program to activate Tap 2 Pay

What makes it a good payment collection option

1. Seamless Transactions - Completing transactions via POS has never been smoother with Tap to Pay. It works with compatible contactless payment options.

2. Speed and Convenience - Tap your customers' compatible card or smartphone using the App, and you're done! No swiping, no PINS, and no signatures. It's that easy!

3. Enhanced Security - Rest assured, your and your customers' financial information is always protected. Tap to Pay uses cutting-edge encryption technology to safeguard your transactions. 

4. Wide Compatibility - Whether your customers prefer using contactless credit cards or mobile wallet apps like Apple Pay or Google Pay, Tap to Pay supports them all. 

How to Use Tap to Pay

1. On the Mobile App.
2. Click on the navigation menu icon ( it's the 3 line icon in the upper left hand corner ).
3. Click on the cog icon.
4. Tap the toggle next to the "Tap to Pay on iPhone" setting to enable it.
5. Return back to the main screen.
6. Click on the dollar sign symbol in the center, at the bottom of your screen.
7. You'll see a pop up that says "Allow "Lead Connector" to use your location."
   • Select either "Allow Once" or " Allow While Using App."
   • This is required in order to use the "Tap to Pay" feature.
8. You can use the "Keypad" to enter a custom amount
   • If you enter an amount on the keypad, you can tap the "Item details" button to enter a name, description, quantity, edit the price, and set a tax rate, for the product.
   • You can also toggle on "Save for later use" to save this product to use again and again.
9. Or you can choose a product from your existing "Catalog" of products.
   • For a product that is already in your catalog, you can select product variants, quantity, and price, in addition to being able to edit the product's name and description.
   • Add applicable tax rate [ The tax must be created using the desktop app on your laptop or desktop computer ].
10. Tap "Review ( # Items )" [ it'll be a green button at the bottom of your screen ].
11. Tap "Add Customer"
    • If the customer is already in your contacts list you can use their name of email address to pull them up and select them from the dropdown menu.
    • If the customer is not already in your contacts list, to create a new contact record type in the new customer's email address, then click the "Create New Contact" button.
      • You will need to enter a name and email address or phone number for the contact.
      • Once you entered the customer's information, click the checkmark in the upper right hand corner of your screen.
12. Tap "Add Discount" if you want to add a discount.
    • By default "Discount Percentage" will be enabled
      • You can enter the discount percentage in the "Enter discount %" field.
      • Click "Done" to apply the discount.
    • Or toggle OFF "Discount Percentage"
      • You can enter the dollar amount of the discount in the "Enter discount amount" field.
      • Click "Done" to apply the discount.
13. Tap the "Choose Payment Instrument" button at the bottom of the screen.
14. Tap the "Tap to pay on iPhone" button in the middle of the screen.
15. Following the on-screen instructions in order to process the payment.
    • Ask your customer to tap their contactless payment method (e.g., Credit card, Apple Pay, etc.) to the App for the app to collect the payment to your Stripe account.

You can integrate your Stripe account by going to Payments > Integrations > Connect