The Marketing 360® Mobile App lets you easily accept one-time payments in multiple ways. Click the links below to learn how to accept one-time payments.
- How to use a Card Reader
- How to use Tap to Pay
- How to charge an existing contact's card on file
- Ho to manually enter a card number
Use the Payments Calculator to begin a one-time payment
- Navigate to the Payments page, then click on the plus sign (+) in the top-right corner, and select Take One-time Payment.
- Enter the one-time payment amount via the one-time payment calculator.
- When you are ready to charge, click the blue Charge button.
Manually enter a card
- Initiate a one-time charge using the one-time payments calculator.
- Click Add Card:
- Manually enter the customer’s payment information. Important: If they would like to be emailed a receipt, enter their email here.
- After you have entered their card and customer details, click the blue Charge button to complete the payment.
- Their card will be processed, and they will receive a receipt at the email you entered when creating their contact (if you did not enter an email for the customer, they will not get a receipt).
- You will then have the option to save the customer’s card information and create a new contact. If you do not want to save their details, simply click the X button, or click New Sale to start a new one-time charge.
- To save this customer’s information on file, click “Save Card to Contact”. Here, you may select an existing customer to assign the card to, or create a new contact to save the card to by using the + button.
Charge an existing customer's card on file
- Initiate a one-time charge using the one-time payments calculator.
- Select the contact that you would like to charge, by clicking up or swiping up on Select Contact at the bottom of the screen.
- Then, click the Charge Card on File button.
- Confirm the card you would like to charge, then click the Charge button.
- A receipt will be sent to the customer’s email address on file. If there is no email on file, they will not receive a receipt.
Use the Marketing 360 Card Reader
- Initiate a one-time charge using the one-time payments calculator.
- When a reader is connected, you will see a prompt to Swipe, insert or tap.
3. If you would like to send a receipt for the one-time payment, the one-time payment must be tied to a contact with an email on file. To do this, select an existing contact, or create a new contact using the “Select Contact” option on the bottom of the app.
4. When you have selected your contact, tap, swipe, or insert their card into the Marketing 360 Card Reader.
5. Once the card is processed successfully, you will see a Payment Successful screen that notes where the receipt was sent.
Accept Payments using Tap to Pay
Tap to Pay allows you to take one-time payments via Apple Pay, digital wallets, or physical credit/debit cards that have contactless chips. Learn more.
Feature Requirements:
- Available for US Customers.
- Tap to Pay on iPhone requires iPhone XS or later.
- Tap to Pay on iPhone requires iOS 15.5 or later.
- Location access must be enabled to accept payments.
How to accept payments using Tap to Pay.
- Initiate a one-time charge using the one-time payments calculator.
- Select “Tap to Pay”.
- Wait until your device shows a message at the top that says “Hold Here to Pay”.
- Instruct your customer to place their phone with their digital wallet open, or their physical credit or debit card, where it says “Hold Here to Pay”.
- The App will show that that payment is processing.
- Once the payment is successful, you will be able to start a new sale, save the card information to a Contact or exit out of the Payments calculator.
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