Process a Card - Present Transaction

Things To Note

• Confirm that your credit card reader and processing service are fully set up and working before you begin.

• You can split a payment between two different cards or payment methods.

How To

1. Open your Bolt On Pay software

2. Choose 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 the 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. In Bolt On Pay, update the Total field to the dollar amount you want to charge.

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