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Completing a Test Transaction Using Your Card Reader

After connecting a card reader to your Front Desk Display or directly to your iPhone or iPad, you can complete a test transaction to ensure the card reader is set up correctly and you are ready to accept payments from clients.

Completing a test transaction using your card reader

Go to the Sales screen and select New Checkout.

Add a service to the checkout and change the service price to $1. Learn more about applying a discount during checkout.

Select Go To Payments and select the Front Desk or Card Reader payment button.

Complete the sale using a credit card. You will refund the payment once the sale is complete.

Once the sale is complete, process a full refund for the transaction.

Once you have successfully completed a test transaction using your card reader, you are ready to accept card reader payments from clients. If you need additional assistance, please contact chat support.

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