3. The new window will prompt you to enter the amount the payer will be paying. Once the amount is entered, the processing fee for in person payments will automatically populate under the "Processing Fee" field. The "Total Charge" will also calculate automatically below that (Note: If the total amount number needs to be a specific amount per the payer's request, you may enter the total amount first which will also auto populate the fee and amount field accordingly. Pretty cool, right?). The fee amount will always default to our standard number. You as the funeral home can decide if you would like to change that amount, and/or incur the cost. Here you also have the option to add a memo that you wish to share directly on the receipt.

4. Once you're ready to process that payment click on the "Send to card reader" button at the bottom of that payment window.

5. The next window will show you a confirmation of the payment you're about to make. If everything looks great, click on "Confirm Details" to continue.

6. Now you will receive directions to go ahead and swipe the card. Depending on the customer card you may tap, insert, or swipe the card. Now let the magic happen!

7. Within seconds the payment is captured and the receipt is automatically generated for you and the payer.

8. That receipt will now remain under this case so you may view it and print it out for your records any time, and it also gets sent to the payer in the same format that they were invited to help on the case: via text, via phone, or via both.

9. You will also have the option to "Offer Refund" from this window as well if you need to update the amount that was paid or refund the amount all together. All you need to do is adjust the price accordingly for the refund and click on the "Process Refund" button. The transaction will update automatically or be removed all together, and the customer card will be refunded within a few business days (depending on their bank). You can select from two reasons why this refund is occurring: Requested by Customer or Duplicate Charge.

10. You may continue and add more payments for the same helper on this window by clicking on "+ Add New Payment" option on the bottom. Otherwise you can move on and add a new payer to continue to contribute to this contract total.

11. Lastly, you will now have live updates on the left hand side, on the payment summary window. Each Card Reader payment has a three dot menu next to it just like the contract line, and from here you have the options to View Receipt and Offer Refund.