Payment Flows

A Payment Flow is a group of settings that controls how you process transactions in Collect.

Payment Flows allow you to customize these things as a group, rather than toggling individual settings for all users or dealing with permissions issues.

Tip

Create multiple flows for different scenarios and switch between them as needed.

For example, if you want to require a customer is added to all transactions, that's a Payment Flow setting. Apply taxes by default? That's another. Offer the opportunity to add a tip? → Payment Flow Setting

Streamlining Your Payment Processing

Items set to 'Never' in your Payment Flow will be hidden entirely, simplifying and speeding up processing.

Disable anything you don't use or disable all options to make your Processing Flow jump directly to the Card Reader Input or Payment Sheet.

Each screen will only display if it is enabled in your selected Payment Flow.

Creating Payment Flows

Dashboard

You can create and manage Payment Flows from the Web Dashboard or directly within the mobile app (if you have the necessary permissions).

Mobile App

Main Menu → Settings → Payment Settings

Note

If an account administrator has created at least one Payment Flow, it will be automatically selected for other users when they first launch the app. Users do not need permissions for this. The Payment Flow will simply be assigned.

Configuration Options

Each Payment Flow consists of several steps that can be configured to Always, Ask, or Never.

Setting	Option	Behavior
Set Stripe Customer	Always	Require a customer to be attached to the sale.
	Ask	Prompt to select a customer, but allow skipping.
	Never	Do not prompt for a customer.
Apply Taxes	Always	Automatically apply default tax rates (no prompt presented).
	Ask	Apply defaults, then prompt to confirm or change tax selection.
	Never	Never apply tax (skip entirely).
Show Tipping	Ask	Offer an opportunity to add a tip.
	Never	Do not offer an opportunity to tip.
Collect Signature	Always	Require a signature to complete the transaction.
	Ask	Ask for a signature, but allow skipping.
	Never	Never ask for a signature.
Send Receipt	Always	Require an email receipt to be sent.
	Ask	Ask if the customer wants an email receipt (skippable).
	Never	Never prompt for an email receipt.
Save Cards	Always	Always save the card for future purchases (requires Customer).
	Ask	Ask to save the card for future purchases.
	Never	Never save the card.