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Taking Payments

There are two ways to process a transaction: using a connected card reader or entering card details manually.

First, follow any prompts presented by your Payment Flow.

Payment Flow and Options​

Depending on your Payment Flow, the Process Payment step may prompt you to select a Customer, apply Taxes, and the Customer may add a Tip.

Follow the prompts to complete the transaction.

Select customer screen during payment flow

Select a customer (optional– dependent on Payment Flow)

Signature capture screen

Capture customer signature (optional– dependent on Payment Flow)

If you have a connected reader, the app will default to using the reader. If needed, you can cancel and switch to manual entry (Payment Sheet).

Processing payment with a card reader

Processing with a connected reader

Manual Entry​

If you don't have a reader, the card isn't present, or you want to use a different payment method entirely, you can manually enter the card details. Collect uses Stripe's recommended, secure input source, the Payment Sheet.

  1. Select Enter Card Manually during processing. (If no reader is connected, this will happen automatically).
  2. Enter the requested information.
  3. Continue.
Payment Sheet for manual card entry

Enter card details manually