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Recording payments in the Android app

The Checkfront Android app lets you collect payment right from your device,  whether you're recording a cash payment on the spot or taking a credit card payment through Square. This article walks you through how to record a payment against a booking from the app.

Learn how to record a payment in the Android mobile app, including taking a payment by credit card through Square.

New to the Android app? You can read the first article in this series for an introduction to the Android app.

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Unavailable for download on newer devices

Our Android app is currently unavailable for download from the Google Play Store on select newer devices. We're working to restore support and will share updates here as soon as it's available again.

 

Accessing the features mentioned in this article

What more do I need to use this feature?

  • Admin or Staff user accounts only. Partner account logins are not supported.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic versions: classic items (Inventory > Items) and classic products (Inventory > Products).  → Learn more about products
  • Important: Only the QR Code Scanner feature of the app, used to check in Guests via QR Barcodes on invoices, is supported for products (Inventory > Products) at this time.

 

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Learn more about mobile payments

Staff can also apply payments through mobile browsers using the Square Point of Sale app. Find out more here:

 

Recording payments in the Android mobile booking app

You can use the Android Mobile Booking App to record a payment against one of your invoices in Checkfront. 

To get started, search for the invoice you would like to pay. 

 

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Learn more about Square

Square is the supported Payment Provider for our mobile apps. Learn more about our Square integration here:

 

Recording payments

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Booking detail screen on the left showing Rita Sullivan with booking balance due and Payments button highlighted, and on the right Payments screen showing partial Visa payment and remaining balance.

  1. When viewing the Booking invoice, you can see an overview of the items reserved, including the total and the balance due. Directly below this is a Payments button. Tap on this to continue. 
  2. On the Payments screen, you see a list of transactions already applied to the invoice (highlighted in yellow) and the current balance due on the booking. Below are two buttons: Take Payment (1) and Record Payment (2). 

The process behind each button is described below.

 

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Take Payment button

Please note that the Take Payment button only displays if the Square Payment Provider is active in your Checkfront Booking Manager.

 

Take Payment

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The Take Payment process lets you process a live credit card transaction in the Square mobile booking app, which you must also have installed on your device.

Please review our knowledge base article on Square payments to learn more about this process.

  1. Tap the Take Payment button to get started.
     

Take Payment screen showing note for final balance payment with button to pay CA$292 on credit highlighted.

  1. Enter a note in the field provided to attach to the booking 
  2. To show the note on the invoice, tap the Show Note on Invoice switch to turn it on.
  3. The balance due is automatically entered in the Amount field, which you can change to any value you wish.
  4. When ready, tap the Pay (Amount Due) On Credit button below to continue with the Square payment. You are now redirected to the Square app on your device.  

Payment method selection screen on the left showing Credit Card and Gift Card options, and on the right screen to manually enter or swipe a credit card.

  1. Select the Credit Card option, and on the next screen, either enter the card details manually or swipe the card if you are set up to do that. Follow the rest of the process in Square, and when you return to the Checkfront app, you can see the payment recorded on the booking's Payment screen.

Payments screen on the left showing a completed $20 Visa payment and on the right payment details with option to issue refund via Square.

  1. Tap on the recorded payment to open the Payment Details screen. From here, you can issue a refund via Square if you wish. 

payments.png

The refund is then added to the payments screen in the Checkfront app, and you can view it in the Square app.  

 

Record Payment button

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The Record Payment process is slightly different than the Take Payment process because it lets you record a payment that has already been taken outside the app, such as a POS cash transaction.

 

  1. Tap the Record Payment button to get started.

Record Payment screen showing balance due of CA$292 with POS cash selected and button to record payment highlighted.

  1. Enter the payment value you wish to record.
  2. Choose a payment type from the dropdown menu
  3. Hit the Record button.

Payments screen showing POS Visa and POS Cash entries listed with balance due cleared.

You can then see the Payments screen again, and the transaction you just entered is added to the list. As in the image above, the blue payment buttons are greyed out if no balance is due on the invoice.

 

Current payment methods include:

  • Square - Live Credit Card Payments
  • POS - Cash
  • POS - Visa
  • POS - Mastercard
  • POS - AMEX
  • POS - Credit
  • POS - Debit
  • POS - Voucher
  • Cheque
  • Bank Transfer
  • Gift Certificate
  • Costco Gift Certificate

 

Next Steps

In the next article in the series, we look at how you can record refunds in the Android app.

 

< Viewing bookings in the Android app     |     Recording refunds in the Android app >

 

 

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