In-Person Payments

1. Navigate to the applicable open invoice in the Payments module tab and select Pay In-Person. 
   
   
    
2. If your agency only has one reader, it will immediately be sent the transaction details. However, if you have more than one location and/or reader, you will be presented with a reader selection page. Select the checkbox of the applicable reader →  select Send. 
   
   
    
3. The Status will display as Pending while the reader is sent the transaction details.
   
   
    
4. When the reader is ready for payment, the Status will display as Awaiting payment presentation. At this time the client can tap their Credit/Debit card for payment. 
   
   
    
5. After the payment is successfully received, the page will return to the Client Invoice Details and the Payment field will display Succeeded in green text. After all successful payments the receipt will automatically send to the client's email. 
   
   
    
6. If the transaction fails, the Status will display a failure message. Select the Retry button for the client to try again or use another card. Select the Cancel button to return to the Client Invoice Details. The Payment field will display Failed in red text. 
   
   
   
   

Refunds for In-Person Payments

For Card Present transactions (Visa, Mastercard, American Express), the refund process is the same as if they paid online. The refund will be processed online and no in-person interaction is needed. Review the Refunding and Voiding Invoices article → Refunding Invoices for steps.

For Interac Present (debit) transactions, the refund process is similar to paying in-person. When the Refund button is selected, you will be taken to select a reader (if you have more than one). The selected reader will then be ready for the card to be presented to process the refund. It must be the same card that was used to process the transaction. If a different card is used the Interac refund will fail and error on the payment prompt page. 

1. After a successful payment, in Client Invoice Details select Refund. 
    
2. The client can then re-tap their card on the reader for the refund to process. 
    
3. Invoice Status will update to refunded and the Refunded field will display YES.