Take Onsite Payments with Tradify Card Payments

Topic

With Tradify Card Payments, you can easily accept payments onsite using our QR code for customer viewing and paying.

Note: Only available in the UK and AU regions currently. 

Video Guide

Instructions

Note: Before you start you will need to make sure you are integrated with Card Payments; Tradify Card Payments Integration Overview

  1. Head to you Tradify mobile app and head to the Sales page.
  2. Then from here go to your unpaid invoices and select the one you want to take payment for.
  3. On the invoice, Scroll down to the Payments Section and Select Take Onsite Payment.
    (See image below for reference).

    screenshot_20240426_181843.jpg
     
  4. This will then bring up the QR code screen for you customer to scan to view and pay the invoice from their device (See image below for reference to this).

Additional information

See here for more info on Tradify Card Payments: Customer Payments from Tradify's Card Option

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