First Time Sign-In

Your credentials are created during the application process, in which you provided your username/email and password. Once your account has been approved, you will be able to sign in to the PayAnywhere app or PayAnywhere Inside.

  • - The PayAnywhere app is already pre-loaded on the tablet. App updates are automatically pushed to your tablet, to ensure that you have the latest version.
  • - Launch the app and enter your username/email and password that you created during the application process.
  • Note: If you forgot your password, please click here or on “Forgot Password” and you will be sent an email with further instructions on how to reset your password.





Setup

When you are logging into PayAnywhere for the first time, the first thing you will do is create a PIN. The PayAnywhere app provides a lock period to prevent unauthorized usage of your account and this PIN will be required to unlock the app. After that, you will land on the Sell screen. Tap the gear icon to visit the Dashboard and then “Settings” to access Settings.

Settings - General Settings
Manage Accounts: In this section, you can view your linked accounts and switch from one account to another. Additionally, you can set which account gets opened upon login. Options are to always open a default account, to open the last opened account, or to prompt you to select which account you want to use.

PIN Settings: Select a time for when the app locks and will require the user to enter in a PIN. Tap “Reset PIN” to reset your PIN by entering your current and then creating a new one.

Receipt Settings: This section is pre-loaded with the information you supplied when you signed up for PayAnywhere. You can edit this information as well as add a company logo and receipt message. As you edit your receipt, a real-time preview of your email receipt will display on the right side.

Auto-Generate Invoice Number: This feature will automatically generate consecutive invoice numbers for each of your transactions.

Require Signature for transactions below $25: Customers will need to sign for transactions below $25 if this feature is enabled. All transactions over $25 are required to have a signature.Manage Accounts: In this section, you can view your linked accounts and switch from one account to another. Additionally, you can set which account gets opened upon login. Options are to always open a default account, to open the last opened account, or to prompt you to select which account you want to use.

Settings - Tips
Enable the tip feature to allow your customers to add a tip at the end of a transaction. You can enter default tip values, including custom and no tip, for your customers to choose from.

Settings - Taxes
To process a sale with tax, toggle the “Auto-Detect Tax” option to On in Settings. Auto-Detect Tax turns on the geo-tax feature, which automatically calculates the appropriate tax rate based on your location. Or, if you prefer, you can set a default tax rate.

Settings - Hardware
If you have a compatible Cloud Print-enabled printer or Star Bluetooth printer, you can link it to the PayAnywhere app.

  • - Enable printer/s by selecting the “Enable Receipt Printing” toggle.
  • - Adjust settings under “Manage Devices.”




Sell - Express, Swipe to Sell, New Sale

When you login, you land on the Sell screen.

General
You can accept Visa, MasterCard, American Express, Discover and PayPal payments. In order to process a sale, you will need an Internet connection (WiFi or data plan).

Phone Order
If you are taking an order over the phone and manually keying in your customer's information, make sure to write "Phone Order" on the signature screen.

Express Sale
Express Sales are useful for accepting payment without a product in the inventory.

  • - To make an Express Sale, tap on the credit card icon.
  • - Enter a custom amount for a one-off item.
  • - Hit “Add.”
  • - Process payment by swiping a card or selecting “More Payment Options” for Split Tender, Cash, Manual card number entry, and PayPal transactions.

Swipe to Sell
When your customers are in a hurry, Swipe to Sell allows you to simply swipe a card and move onto the next sale.

  • - To use Swipe to Sell, swipe the card.
  • - Enter the amount.
  • - Follow the prompts to complete the sale. You will then be directed to the Signature screen (if applicable) and the Receipt screen.

New Sale

  • - If you are a first time user or you do not have inventory loaded, the Sell screen will be clean and simple. Use Express Sale or Swipe to Sell to initiate transactions.
  • - If you do have inventory loaded, select an item to add to the cart. To view your items by category, expand the Categories menu by tapping on the menu bar on the bottom of the screen.
    •      • Tap on the item to change the quantity.
    •      • Items with multiple prices and/or options will prompt you to select the price and/or options.
  • - Review the items in your cart.

  • - Swipe the card, or tap “More Payment Options” for Cash, Manual card entry, and PayPal transactions.
    •      • You can manually enter a credit card here. At a minimum, you must enter a number and the expiration date.
    •      • If you are accepting a cash payment, enter in cash provided or use one of the quick cash buttons to calculate change due.
    •      • If needed, you can again review the items in your cart by hitting the shopping cart icon.
  • - Ask your customer for their signature, if necessary.
  • - Email or print the receipt




Sell - Split Tender Payments

Split tender allows you to accept multiple forms of payment on a single transaction.

For a split tender payment:

  • • Ring up a sale.
  • • Tap “More Payment Options” and then tap “Split Tender.”
  • • Enter in the first payment amount, along with the method of payment.
  • • After the first payment, the app will calculate the amount still owed to you. Continue by entering in the second payment amount and method.
  • • Continue as need until amount due is $0. Tap Proceed to complete the transaction.






Sell - Discounts, Tips, Receipts

Discounts
To add an Express Discount, just tap the price tag icon, and add the discount amount or percentage. Express Discounts apply to all items in the cart.

To add an item-level discount, tap an item from the cart to apply a discount.

Tips
Make sure you have Tips enabled under Settings → Tips.

     • On the signature screen, your customer can select from one of the preset values or enter a custom amount.

Receipts
To send your customer a receipt:

  • - Enter your customer’s name and email address. If your customer is already in your Customers list, you can select their name through the address book icon.
  • - Tap the notebook icon if you would like to add a note to the receipt (optional).
  • - Tap “Send Receipt.”
  • - To print a receipt:
    •      • Switch the printer toggle to on. If you have multiple printers enabled, you will need to select which printer you would like to use.
To modify your receipt, go to Settings → Receipt Setting.




Void & Refund

Void

Voids cancel a completed sale before the payment is processed. Typically, you will process a void on the same day, before your account batches out (5 PM ET). If you have a sale time stamped after 5 PM, you can void it before 5 PM the following day.

To void a transaction:
     •Tap the gear icon to access the Dashboard.
     •Tap “Transactions.”
     •Search and select the transaction you would like to void.
     •Tap “Void” and confirm that you would like to void the transaction.



Refund
Refunds differ from voids in that the transaction has been completed and the payment has been processed. In a refund, the cardholder is credited back funds to their bank account. The refund amount must be greater than $0.00 but cannot exceed the total transaction amount.

To refund a transaction:
     •Tap the gear icon to access the Dashboard.
     •Tap “Transactions.”
     •Search and select the transaction you would like to refund. Hit “Refund.”
          - If you’re returning entire item costs, select the item counters to indicate how many of the items are being returned.
          - If the total needs to be adjusted further for any reason, enter it in the “Additional Custom Amount” field.
     • Tap “Refund” again.




Force & Pre-Auth Transactions

Force Transaction A force transaction is used when the payment processor network is down. It is required to call the payment processor for the transaction approval. This type of transaction requires a voice authorization code.

To force a transaction:
     •Tap “Create” on the upper left side of the cart.
     •Tap “Force Transaction.”
     •Forcing a transaction requires a voice authorization code.
          • If you do not have a voice auth code, select “No” from the prompt. A list of phone numbers for Visa/MasterCard/Discover and American Express will appear for you to call and obtain a code.
          • If you do have a voice auth code, select “Yes” from the prompt and continue with your transaction as you would with any other sale (required fields are amount, card number, expiration date, and authorization code).



Pre-Authorization
A pre-authorization allows you to prepare a sale, placing a hold on the funds, but not processing the sale immediately. This is a two-part process and you must close the pre-authorization to complete the transaction.

Note: Pre-authorizations are only valid for 7 days from the authorization date.

To create a pre-auth:
     • Tap “Create” on the upper left side of the cart.
     • Tap “New PreAuth.”
     • Create a new pre-auth in the same manner in which you would a new sale (i.e., add items to the cart).
     • Follow the prompts to save the pre-auth.

To close or complete a pre-auth:
     • Tap the gear icon and then “Transactions.”
     • Select the transaction.
     • Under Actions, tap on “Complete.”
     • Tap “Submit” in the upper right.
          - If needed, modify the pre-auth by editing the cart.      • Follow the prompts to complete the transaction.




Inventory

Create inventory to easily and quickly access your products and services. This will streamline your sales process and provide an itemized transaction on your receipts.

Access your inventory by hitting the pencil icon at the bottom of the Sell screen. You will now be in Edit mode. When you’re done, tap “Done Editing” to return to the Sell screen.

Categories
Group your items in Categories which can be organized by both a color and a name. Tap the “+” symbol in the upper left of the Category pane to add a category.

Add an item to your Favorites group by tapping on the heart icon next to the item while in Edit Item view.

Add/Edit Items
Tap on the “+” symbol in the upper left of the Item grid to add an item. Enter a product name; photo; price/s; select if the item is taxable or not. When adding an item you can add Multiple Prices to a single item listing. Add the product to a category if you have categories set up. Tap “Save.”

When adding an item you can add Options and Multiple Prices to a single item listing.

Add/Edit Discount Tap on the “+” symbol in the lower left of the Item grid. Specify a dollar amount or percentage, name the discount, and attach a color for identification. Discounts are created just like you would an inventory item.

When you’re back in the Sell screen, you’ll see a colored discount tile that you can add to cart on any transaction. This discount will apply to all items in the cart.




Inventory - Multiple Prices & Item Options

Applying multiple prices or adding item options means an endless array of customization on transactions.

Access your inventory by hitting the pencil icon at the bottom of the Sell screen. You will now be in Edit mode. When you’re done, tap “Done Editing” to return to the Sell screen.

Multiple Prices
While you're adding or editing an item, set multiple prices if needed. For example: if you are selling an item in different sizes, you can list each available size along with its corresponding prices.

Item Options
While you're adding or editing an item, you can apply Item Option Sets to a single listing.

To create an Item Option Set:
     • Tap "Add Item Option Set" and give the set a name.
     • Toggle on/off "Customer can select multiple options" depending on your need.
     • Add all options, as well as the prices for each option, if applicable.
          - For example: if you are selling an item in multiple colors or fabrics, colors may not add an additional charge, but fabrics may have a corresponding price.      • Hit "Add Item Option Set" to save.

To apply and Item Option Set to a specific item:
     • Tap on the item.
     • Under "Item Options", select the set you'd like to apply.
     • Hit the back arrow, then tap "Save."




In-App Reporting

In-app reporting gives you access to real-time information about your customers and your sales.

Sales Trends
Sales Trends is an overview of sales, transactions, items, and payment methods. Change the date range of your reporting by hitting the calendar icon.

Customers
The Customers report shows a list view of all customer names, emails, and number of transactions. Enter a name in the “Search Customers” field. Tap on the customer to edit their information or tap “View Transactions” to see specific transaction detail.

Transactions
Transactions is a listing of all transactions, which can be viewed Daily, Weekly, Monthly, or Yearly. You can also search by the last 4 digits, customer name, or customer email to find a specific transaction. The Search bar provides quick access to void or refund a transaction.




Need any help? Contact us now!

800-989-4321

Contact us now
Your message has been sent successfully.
E-mail must be valid and message must be longer than 1 character.