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.

To complete a test transaction, open the Sales app and select New Checkout.

Add a service to the checkout and change the service price to $1. Select Go To Payments.

Select the Front Desk or Card Reader payment method and complete the sale using a credit card. Once the sale is closed, complete a refund for the sale.

Once you've successfully completed a test transaction, you are ready to take payments with your Front Desk Display or your iPhone or iPad.