Onboarding steps:
Download the app
App can be found on App store for iPhone as “Kustom point of sale” - easily download it from there. Make sure you have updated your iPhone to the latest version as Tap to Pay may require it.
Enable tap to pay
First time you login to the app on a new iPhone you will have to accept the Tap to Pay terms & conditions and enable the payment method on your iPhone.
Connect a reader
First-time users must enable and select a Location in the settings page. Next steps are:
Connect a reader by going to the settings page in the app
Selecting Tap to Pay as the device type
Tapping Discover Readers
Selecting Tap to Pay as the discovered reader.
Note: You need to have passcode or FaceID enabled on your iPhone per apple security policy requirements to use Tap to pay. Terminal connection is made for customers using physical terminals that are in closed pilot for selected SE merchants.
Quick connect
If you are trying to make a purchase but haven't got a cash register open or a Reader connection established, with tap to pay or a terminal, then we will prompt you when starting the payment to quickly make you purchase ready. Open the cash register with the drawer and click the Reader connection to get a green light on both and proceed.
Open your cash register
A cash register needs to be open to start transacting you can open the cash register from the settings. Only one user and device can operate a cash register at a time. If you need to switch, close the current cash register that another user is operating and open it again to claim it.
Take purchases (Tap to Pay)
Build a cart from the Sale menu by pressing the products from your catalog and proceed to payment by pressing the cart symbol or Payment button. On the payment screen, select Tap to Pay on iPhone. Then allow the shopper to tap their card or wallet on your screen.
Add discounts on the cart screen at the item level or for the entire cart by entering a percentage or amount to be discounted.
Once payment is confirmed, send a digital receipt to the shopper's email—either by having them scan the QR code or by manually entering their email address using the "Send receipt" button.
Note: NFC reader sits on the top of your phone so have shoppers tap there to successfully complete the payment. Tap to pay also supports transactions that require PIN - this will trigger automatically when required.
Free amount
If you don't have a product catalog uploaded or have a need to customize the sale quickly we do support a free amount option in the app, similar to a standalone terminal.
Press the free amount button on the Sale page
Input the sale amount
Add a description to the sale if needed, this will be displayed on the receipt and in the reporting. By default these sales are tagged with the product name "General Goods and Services" if you don't input a description
Add a MOMS (VAT) rate, by default 25% is selected.
Note: If you need reliable reporting and SKU reconciliation we recommend to upload a product catalog and not use the free amount.
Refunds & returns
Go to the Orders view in the app
Shoppers can supply their Order reference or Receipt number for you to identify the order to refund
Click and select the Order you want to refund from the list
Press Refund - the refund will be processed instantly to the same payment method (card) that the shopper used to do the payin
You can then click on the refund order & transaction from the same view to issue a Refund receipt if requested
Refunds will show as negative amounts in the Orders view
Refunds for MPOS orders can also be done via the normal Portal interface but we recommend doing them from the app, if the return has happened in store, due to the refund then being logged in the cash register as per Cash register regulation.
Note: Only MPOS orders and transactions will show here, eCom/online orders can be seen in the portal on the Orders tab. Only full refunds are supported today in the MPOS app.
Close the cash register
You can close the cash register in the app settings. This generates an end-of-day report (Z-report)—a summary of all transactions and receipts from when the cash register was opened until it was closed. Make sure to close your cash registers at the end of each sales day when you close shop.
