Collecting payments and information from groups oftentimes requires a transition from online payments to in-person (or point-of-sale) payments. Fortunately, Cheddar Up can serve both needs for group organizers – keeping all payments within one platform. Cheddar Up’s iOS and Android mobile apps and card reader (or Tap on Mobile experience) create a seamless point-of-sale solution for group organizers.
Collect in-person payments
Cheddar Up has point-of-sale functionality built into its mobile apps. It’s perfect for selling in-person merchandise or when transitioning from online payments to in-person for any program or event (keeping all funds tracked and located in one spot!).
- Bluetooth card reader
- Tap on mobile (no hardware necessary!)
- Manual entry
Here’s how to collect using Cheddar Up’s point-of-sale functionality:
- Download the Cheddar Up mobile app (if you plan to collect with our Bluetooth card reader, turn the reader on (and don't miss these tips!)).
- Open the Cheddar Up mobile app, log into your Cheddar Up account, tap on the collection that you plan to collect on, and click the "Take Payments (POS)" button (if you were given an Event Code, on the mobile app home screen, click "Get Started" and then tap "I have an Event Code").
- Tap the items to add them to the cart and tap "Checkout” (upon receiving the prompt, click to enable location services).
- Select the customer’s payment method, decide whether to enter an optional customer name and email (to record who paid and to send them an email receipt) and then click "Pay Now".
- Next you'll see a "Connect Card Reader" view. Here you can either select "Search for Reader" or "Tap on Mobile".
If you select "Search for Reader":
- If your card reader is turned on, your reader will be found, and you’ll tap “Connect Reader”.
- Once the reader connects, you’ll tap “Accept Payment”.
- Next you will see a "Tap, Insert or Swipe Card" view. Select a method based on the type of card presented.
- Once the card is detected, the payment will be processed.
If you select "Tap on Mobile":
- The app will reveal a "Preparing" view noting that it is preparing the transaction (this may take a few seconds).
- Then the payer will be prompted to hold their NFC credit card to the phone to pay (on iOS devices, payers hold the credit card to the front of the screen; on Android devices, payers hold the card behind the device).
- Once the card is detected, you’ll see a success view with processing to follow.
- If efficiency is important to prevent long lines, consider eliminating as many item questions and form questions as possible (delete any fields that are not critical for in-person checkout).
- If you are using the Bluetooth card reader, make sure NOT to connect your Cheddar Up Bluetooth card reader within your device settings. Instead, the reader will automatically pair when you reach the "Connect Reader" screen during your first point-of-sale checkout within the Cheddar Up mobile app.
- If you are using the insert card method on the Bluetooth card reader, be sure to NOT remove the card until the message on your device indicates to do so (similar to checkout at any retail store).
- If the customer is paying with cash or check, enter the amount tendered and the app will record the payment and calculate the customer’s change for you.
Looking for a downloadable how-to guide?
Download this step-by-step guide (with visuals!) that outlines what to expect when accepting point-of-sale payments with our Bluetooth card reader.Guide for Account Owners Guide for Event Code Users
If there are any issues with a payment - such as a dispute or the need for a refund - not being able to associate unique point-of-sale payments with unique payers can be problematic. You’ll want to weigh the pros (speed) and cons (lack of reporting) when you decide to skip Receipt Information during point-of-sale checkout on Cheddar Up’s mobile apps.
For both iOS and Android, go to your Settings app and tap Notifications. There, you'll see a list of your apps that can send notifications. Find and tap the Cheddar Up app, and toggle off "Allow Notifications".