The app transforms any compatible iOS device into a fully functional payment terminal, allowing merchants to accept payments and perform refunds without any additional hardware.
What's Supported
The current version of SoftPoint Tap to Phone supports the following features:
- Simple Payments that can be done straight from the phone.
- Receipts can be generated and sent at the time of transaction.
- Refunds can be applied within the app.
Requirements
Apple
- iPhone model XS or later
- iOS version that is less than 1 year old (recommendation is to use the latest iOS version available)
Download & Phone Setup
On your phone, head to the Apple Store. Once in there you can search for SoftPoint Tap.
SoftPoint Tap App - Apple Store
In there, you can download the application. After the application has been installed you can then login to the application with your SoftPoint credentials.
After logging in you can then select the location you want to setup your phone on.
After you select the location, you will then be given the option to create either a new payment terminal or select an already created payment terminal. If you are creating a new terminal, please use your phone's Serial Number for the Terminal Serial Number.
After you have either created or selected an existing terminal, you will then be on the login screen.
After logging in, you will be brought to an area where you can input the amount that the customer will be charged.
After inputting the amount, select 'Tap to Pay on iPhone' which will then bring up the processing screen where you can have the customer present their card.
After the payment is successfully processed, you will get a results screen where you can choose to send a receipt.
If you choose to send a receipt, you will have the option to do an email or text receipt.
After the payment, you will then be brought to a screen where you can see a list of all the transactions you have done so far.
If you select a transaction you can see the transaction details.
In there you can choose to send a receipt or a refund. If you choose to send a receipt you will be given an option to email or text the receipt.
If you choose to refund, you will get an option to do a full or partial refund.
When doing the refund, you will be asked to confirm the amount that you are refunding. After the refund has been completed you will be told if it is successful or not.
After the transaction has been refunded you can see the refund on the transaction details.
Going into the app settings screen, you get the options to view the transactions, a tutorial of tap to pay, and to logout. If you select the 'Tap to Pay Tutorial', you will get a popup explaining how it works.
Selecting 'All Transactions' will give you a list of all transactions done on your location with the option to filter by the following:
- Date
- Status
- Payment Type
Finally selecting 'Logout' will log you out and bring you back to the employee pin screen.
This is how you can use your iOS device to process transactions!
Comments
0 comments
Please sign in to leave a comment.