This article applies to a payment terminal that uses the MyCashflow point-of-sale system and is connected to your online store.

If your payment terminal doesn't use the MyCashflow point-of-sale system, see the instructions on how to receive payments external to the online store.

Here's how you can create a new order for the customer to pay using the payment terminal:

  1. In the admin panel of your online store, go to Orders.
  2. Click New POS order.

    The POS payment page opens.

  3. Add the desired products to the order.

    Currently, the following product types cannot be added to orders created via the admin panel:

    Once you have added products to the order, you'll see a notification at the top that the customer has been undercharged.

  4. Connect the payment terminal to your store if it is not yet connected.

    The payment terminal you connect during this step will be the one you use for printing receipts after receiving payments.

  5. Review the payment amount in the Order price details section of the POS payment page.

    By default, the POS payment page will prefill the order total as the payment amount. You can change the payment sum before finalizing the creation of the payment transaction, for instance if the customer uses different payment methods (cash, card, gift card).

  6. In the right-hand column on the order page, click Card payment.

    After initiating a payment transaction, you can no longer modify the payment sum. If the sum is incorrect, cancel the transaction, correct the sum and then create a new payment transaction.

    The customer can now pay the amount that you specified via the payment terminal. Once the customer has paid, the checkout payment page will display the receipt printing functions.

    After the payment has been carried out, modifying the order content will not be possible.

    If the payment fails, its status will be updated to Cancelled in the Payment transactions menu.

  7. Print the customer and, when necessary, merchant receipt.

Finally, the received payment will appear as paid in the Payment transactions menu on the order page.

If the customer has paid the whole order sum, the status of the order is updated to Delivered.

If the order has still an outstanding amount after the customer's payment, add the necessary payment transactions to the order and process the order as usual.

If you've added the customer's email to the customer information, you can email the customer the shipping confirmation with a link to download the PDF receipt.

Note: Make sure to forward payment transactions to Verifone at regular intervals.