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Recording payments in the iOS app

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

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

 

Which plans include this feature?

Legacy:  Available for download
Current:  Available for download
→ Learn more about our current plans or how to change your plan.


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 version using classic items (Inventory > Items) and our classic version using 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 with 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 iOS mobile booking app

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On the iOS Mobile App booking screen, below the check-in/out button, is an overview of the items that have been reserved, including the total and balance due.

Tap on the Payments button to continue.

 Booking detail screen on the left showing Steve MacDonald’s reservation with Payments button highlighted, and on the right Payments screen displaying partial cash payment with remaining balance due.

 

On the following screen (above right), you can see a list of transactions already applied to the invoice (highlighted by yellow in the screenshot) and the current balance due on the booking. Below are two buttons, Take Payment (1) and Record Payment (2).

 

Callout icon of a cap and certificate, indicating additional learning resources.

Take Payment button

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

 

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

 

Taking payments

The Take Payment button enables you to process a live credit card transaction through the app, via the Square mobile booking app, which you must also have installed on your device.

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

This button does not display if you have not activated the Square Payment Provider in your Checkfront Booking Manager.  

 

Take Payment screen showing final balance payment note with option to pay $20 on credit highlighted.

After tapping the Take Payment button, you can attach a note to the booking and whether or not you wish to show that on the invoice. If you do, touch the switch to turn it on. The note you enter here is then added to the invoice.

The balance due is automatically entered in the Amount field, which can be changed to whatever value you wish.

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 (you may be prompted to open "Point of Sale").

Make sure you are signed into your Square app or the redirect fails.

 

Payment method selection screen on the left showing Credit Card highlighted, and on the right screen to enter or swipe card details before charging.

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 cash and Visa payments with total settled, and on the right payment details for Dev Alahan with option to issue refund via Square highlighted.

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

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

 

Recording payments

The Record Payment button is slightly different because it allows you to simply record a payment that has already been taken outside the app, such as a POS cash transaction.

 

Record Payment screen showing $696 balance due with POS Cash selected and Record Payment button highlighted.

Enter the payment value you wish to record, choose a payment type from the dropdown menu and hit the Record  button.

 

Payments screen showing full $696 payment recorded as POS Cash with balance due cleared.

You can then see the Payments screen again, and the transaction you just entered is added to the transactions 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

 

 

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