How to take a payment at checkout
At checkout, tap a payment button on the grid — which buttons appear is set by your flow. For cash, enter the amount received and the till shows the change due. For card, tap your card (Final Pay) button and the amount is sent to your reader or Tap to Pay for the customer to tap, insert, or swipe.
Before you begin
Before you take a payment, you need an open session and items in the cart — see "How to ring up a sale." Cash works on any Station; to take card payments, a Native Station needs a connected card reader or Tap to Pay. The payment buttons you see at checkout — and their labels — are defined by your flow (its Payment Grid and Payments & Data settings).
Go to checkout
From the cart, tap your flow's checkout / pay button to open the payment screen. It shows the payment buttons your flow has set up — typically a cash option and a card (Final Pay) option. Tap the one the customer is paying with.
Take a cash payment
Tap your Cash payment button.
Enter the amount received on the keypad. The screen shows the change due (and the remaining balance if you're taking a partial payment).
Confirm to complete the payment, then open the cash drawer and give any change.
Take a card payment (Final Pay)
Tap your flow's card / Final Pay payment button. (The exact label is set by your flow; card payments run through Final Pay on your connected terminal.)
The amount is sent to your connected card reader — or Tap to Pay on a supported device. The customer taps, inserts, or swipes their card, or uses a digital wallet.
If tips are enabled, the customer chooses a tip first. If a signature is required, they sign on the reader.
When the payment is approved, it's recorded in Payments, and you can print the receipt.
Card payments need a Native Station with a reader or Tap to Pay. On a Virtual Station (web browser), card payments go through a Cloud terminal — see "How to connect a terminal."
Paying with more than one method
You can split a payment across more than one tender — for example, part cash and part card. On the payment screen, tap Partial payment, enter the amount for the first tender, and take it; repeat until the remaining balance reaches zero. See "How to split a payment across multiple tenders."
After the payment
The completed sale appears in your Orders, and the payment appears in the Payments area. You can print a receipt. To return money later, see "How to make a refund."
Step by step
- 1
Open the payment screen
From the cart, tap your flow's checkout/pay button. The payment screen shows the buttons your flow has configured.
- 2
Tap the customer's payment method
Tap the Cash button or your card/Final Pay button depending on how the customer is paying.
- 3
Enter amount received (cash)
For cash, enter the amount received on the keypad. The screen shows the change due and any remaining balance for partial payments.
- 4
Confirm and give change (cash)
Confirm to complete the cash payment, then open the cash drawer and give the customer any change owed.
- 5
Send amount to card reader (card)
For card, the amount is sent to your connected card reader or Tap to Pay. The customer taps, inserts, or swipes their card or digital wallet.
- 6
Complete tip and signature if required
If tips are enabled, the customer selects a tip first. If a signature is required, they sign on the reader.
- 7
Confirm approval and print receipt
Once the payment is approved it is recorded in Payments. You can then print a receipt for the customer.
Frequently asked questions
Which payment methods can I use?
The methods at checkout are set by your flow's Payment Grid and Payments & Data settings — for example, Cash and Final Pay.
How does change work for a cash payment?
Enter the amount received on the keypad and the till shows the change due.
Why isn't a card reader available?
Card readers connect on a Native Station; on a Virtual Station (browser), use a Cloud terminal. See How to connect a terminal.
Can the customer leave a tip?
Yes, if tips are enabled for Final Pay payments. See How to configure Tips.
Can I take part cash and part card?
Yes — on the payment screen, tap Partial payment, enter each amount, and repeat until the balance reaches zero.
