Start with the customer
Find an existing customer or use guest checkout. Keep the payment associated with the right person so your team can return to the details later.
Virtual Terminal
Run a card payment, send a payment link or record cash from one workspace. Keep the customer, charge amount and payment summary together as your team works.
Find an existing customer or use guest checkout. Keep the payment associated with the right person so your team can return to the details later.
Enter the amount, add a description and review the payment summary together. Capture the context that helps your team follow up with confidence.
Take a card payment or send a payment link for customer-led checkout. Use eligible bank-payment options and record cash alongside your other transactions.
Choose the customer, enter the amount and add the description your team will use.
Process the payment through your configured flow or send a link by SMS or email. Connect ongoing billing needs with payment plans or subscriptions.
Return to the transaction record to review its status and customer context. Zelle® transfers remain pending until they are matched to an incoming bank credit.
Corporate and purchasing-card payments can require more detail than a standard sale. Structured fields help your team record the information that belongs with the transaction.
Tell us how your team collects payments. We will help you configure the payment methods and billing tools that fit your business.
Available configurations, eligibility and service terms are confirmed in your proposal.