Go to Admin > Payments
Click on 'Integrate' to connect with CardConnect
Wait for your Clover mini
Once received, click on 'Ready to activate? Enter your merchant ID' to activate the Clover mini. (Your merchant ID is sent to you by CardConnect)
✔️Accept payment and tips in PawsAdmin
Once your merchant account is successfully activated, getting paid is as easy as following these simple three steps.
On the invoice page (Read about automated or manual invoice generation), once it's ready for payment, click on 'Tender = Due', or the desired amount (e.g., if the customer would like to pay partially in cash).
Once the amount is in, please select 'CardConnect Terminal' as the Payment Method type.
Once selected, the amount will be sent to the terminal (your POS machine), and you will see the following popup message. Please direct the customer to complete the payment over the machine.
They will be asked to confirm the amount and choose a tip option. During this process, please do not leave the invoice page.
On the client-side, they will see an elegant tipping and payment processing experience.
Once the payment is completed, the modal in PawsAdmin would be automatically updated to show if it has succeeded or failed.
- If successful, you will see the following modal pop open, and the amount of the tips will be automatically added to the closed invoice. The invoice is now marked as closed and you will find it in today's closed tickets.
- If failed, it will display an error message(e.g., insufficient funds), and ask to try again.
Protip: Make sure the ticket is closed. You can now find it in your CardConnect dashboard. All receipts can be immediately accessed by your clients in the client portal.
- Split payments: First, enter the payment amount that will be made over the terminal. Then select terminal. Once selected, wait for the popup and follow the same steps. After processing over the machine, you can enter the rest of the split payment details, and close the ticket.
- Refund: you can easily refund from CardConnect's dashboard from anywhere.
Read more about invoices here