Collect your first payment on the Communal Point-of-Sale terminal!
- First, ensure you are logged into the terminal. If you are not you will need to generate a Token (click here for steps on how to generate a token)
- Once logged in go to the Payments page by clicking the Payments button at the bottom of the screen
- Next you will click New Transaction
- Then click Add Items. Here you will input your item information including the Name, Price, and Quantity, You will also need to select if you would like to Apply Tax or not
- Next, select Add to complete adding the item to the transaction
- If you would like to add more items to the transaction then repeat step 4/5 until you have added all the items in you need for this transaction
- Optional: To delete an item, select the Red Garbage Can on the item. To erase the whole cart, select Clear Cart at the bottom of the screen
- Once you have added all your items to the transaction then click Next. You will be taken to the Summary page
- Then click Charge Customer
- Optional: If you would like to send the user a receipt then enter the email address of the user on the screen, otherwise click Skip
- Then pass the terminal to the customer to tap or insert their card
- Once the customer completes the payment it will take you back to the Transactions page where you can begin the next transaction or issue a refund.
Should you need to issue a receipt to a customer after the transaction has been completed please note down their name, email, and transaction amount and reach out to help@getcommunal.com