How do I take Payments with Pata Card Reader?

There are 2 ways to take a payment:

• Checkout an Appointment
• Create a Sale (new sale or transactions)

Checkout an Appointment

1. Navigate to the appointment via the Calendar or the Client side panel
2. Click Checkout
3. Select the appointment(s), and add any other Services or Memberships
4. Click Continue To Payment
5. Select the Pata Card Reader option
6. Click Complete Sale

Create a Sale

1. Create Sale via either:
   • The Client list by clicking on the Client icon on the side menu
     • Select the Client and click Sales > New Sale
   • Or, The Sales section by clicking on the Sales icon on the side menu
     • On the Sales menu, click New Sale
2. Select the Client and click Continue
3. Select an Appointment, or add Services or Memberships
4. Click Continue To Payment
5. Select the Pata Card Reader option
6. Click Complete Sale

The full amount due will then load on the card reader, and the Client can pay with card by inserting it and entering their chip and pin, or use contactless.

Once the payment has been processed and , the card reader will display Approved, you can then click Complete Sale.

Please Note: With the Card Reader, you cannot make split payments between cards, only part cash, part card. To do this:
Select Cash first and input the amount, and click Add.
Click the Card Reader option to pay the remaining amount on card/contactless