Quick Payment

The Quick Payment option allows you to simply enter in an amount and charge a customer.

Running a Quick Payment

Tap on ‘Quick Payment’ under the Terminal section to enter an amount and charge.

Type in the amount you would like to charge under ‘Subtotal’. The ‘Tax’ will auto populate according to your settings (See Settings section for Tax rate or if you would like to enter the tax manually instead).

Once you have entered the total, tap on ‘Next’ button to enter further information such as the description of the transaction, the Invoice #, and the PO Number, OR tap ‘Pay’ to skip entering this information.

If your ‘Prompt for Tip’ setting is enabled, the Tip page will appear. The customer can select the following tip options: 10% tip, 15% tip, 20% tip, custom tip amount, or no tip.

After all the information has been entered, tap on ‘Pay’ in the upper right hand corner. The customer can pay by either Credit Card, Cash, or Check (See Settings to disable/enable payment methods).

Method 1: Pay by Credit Card

Tap on ‘Credit Card’. If you have enabled a card reader in Settings, the POS App will automatically begin to search for a card reader. You also have the option to enter the card information by tapping on the ‘Manually Key’ button. When manually keying a transaction, only the card number and card expiration is required.

If you are using a card reader, use the reader to swipe/dip/tap the card when prompted. If manually keying the transaction, enter the information and then tap on ‘Process’ in the upper right hand corner.

A confirmation page will appear once the transaction has been approved.

Tap on the ‘Capture Signature’ button to allow the customer to sign their signature. Tap on ‘Accept’ to capture the signature.



You will have up to three options displayed at the bottom of the ‘Transaction Approved’ screen: ‘Email Receipt’, ‘Print Receipt’, and ‘Done’.

Email Receipt

Tap on ‘Email Receipt’ to a email a receipt of the transaction to the customer. Simply enter the email and tap on ‘Done’ to send the receipt.



Print Receipt

Tap on ‘Print Receipt’ to print either the Merchant Receipt or the Customer Receipt. This option will only appear when a printer is connected in Settings.



Done

Select the ‘Done’ button to exit the Transaction Confirmation screen and return back to the ‘Terminal’ page.

Method 2: Pay by Cash

To process a cash transaction, enter the amount tendered in the ‘Cash Tendered’ field. Please Note: The amount tendered must be higher than or equal to the total amount of the order. The customer’s ‘Change Due’ will automatically be calculated for you.

To enter the amount tendered you can do one of the following:

• Tap on the dollar amounts listed at the top: $5, $10, $20, $50, or $100.
• Tap on ‘Exact’ when the customer gives the exact amount due.
• Use the keypad to enter a specific cash amount.

Once you enter the amount, tap on ‘Process’ to process the New Order transaction.

Email Receipt

Tap on ‘Email Receipt’ to a email a receipt of the transaction to the customer. Simply enter the email and tap on ‘Done’ to send the receipt.



Print Receipt

Tap on ‘Print Receipt’ to print either the Merchant Receipt or the Customer Receipt. This option will only appear when a printer is connected in Settings.



Done

Select the ‘Done’ button to exit the Transaction Confirmation screen back to the ‘Terminal’ page.

Method 3: Pay by Check

Tap on the ‘Check’ button if the customer is paying by check. You will see the fields ‘Check Number’ and ‘Notes’. Use the ‘Check Number’ field to keep track of your check sales for the day, and the ‘Notes’ to keep track of other information you want to store (i.e. Drivers License #, Phone #, etc.). Please Note: The Newtek Gateway Retail POS allows you to accept external checks only (or offline check sales).

Once you have entered the the information, tap on ‘Next’ to complete the transaction. A confirmation screen will appear.

The merchant has three options displayed at the bottom of the ‘Transaction Approved’ screen: ‘Email Receipt’, ‘Print Receipt’, and ‘Done’.

Email Receipt

Tap on ‘Email Receipt’ to a email a receipt of the transaction to the customer. Simply enter the email and tap on ‘Done’ to send the receipt.



Print Receipt

Tap on ‘Print Receipt’ to print either the Merchant Receipt or the Customer Receipt. This option will only appear when a printer is connected in Settings.



Done

Select the ‘Done’ button to exit the Transaction Confirmation screen back to the ‘Terminal’ page.