Both administrators and team members can begin processing payments at the event using the Mobile Payments App. Main administrators will have full visibility of all event details, including those managed by team members. However, team members will only be able to view and process payments for the specific events they have been assigned to by the main admin. This ensures each team member has access only to the relevant information they need for their tasks.
Before You Begin
Before taking a payment, the admin or team member should connect to whatever reader will be used, if any. Refer to Mobile Payments App - Connect to Stripe M2 reader (How To).
Taking Payment
- From the event Dashboard select the event
- Determine what the payer is paying for by adding items to the cart
- If a tile is set for quantity, adjust the amount by tapping the ‘+’ button
- For tiles set for a specific amount, enter the appropriate amount
- Once everything is added tap on Checkout
- Refer to the Mobile Payments App - Checkout (Reference) for detailed instructions on filling out the checkout form
- Finalize the payment by tapping on Pay now or Bill to Account
Next Steps
After fully completing the checkout process the system, tap on Start New Item to process the next payment.
Related Resources
- ShulCloud Mobile Payments App v1.0 (Feature Overview)
- Mobile Payments App - Connect to Stripe M2 reader (How To)
- Mobile Payments App - Checkout (Reference)