Process a Card - Present Transaction

To Process a Card Present Transaction in Bolt On Pay

Things To Note

• Ensure that your credit card reader and processing service are properly configured before you begin.

• You have the option to divide your payment across two different cards or payment methods.

How To

1. Open your Bolt On Pay software

2. Select the appropriate invoice from the Select Work Order pop-up

3. From Bolt On Pay

   1. Review Customer Information on the left-hand side of Bolt On Pay

   2. Review Payment information on the right-hand side of Bolt On Pay

   3. Select the Process Payment button

      1. The terminal will light up  

      2. Swipe Credit or Debit Card

      3. From the Apply Payment to Shop Management pop-up window

         1. Review payment information

         2. Select Ok to apply and Cancel to cancel

   4. To Split Payments

      1. adjust the Total text field to the desired dollar amount from the Bolt On Pay software

      2. From the Apply Payment to Shop Management pop-up window

         1. Review payment information

         2. Select Ok to apply and Cancel to cancel

      3. To apply another card payment to the invoice to close balance

         1. Start from previous step, “ii” above, the Total amount should reflect the remaining balance.