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Get to know PayAnywhere.

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Academic year: 2021

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Hello there!

1. Head to payanywhere.com/apple and click “Sign Up.”

2. Apply “As a Business.”

• What you enter under “Doing Business As Name” is what your customer will see on their credit card statement.

• When you apply, you will also create your password. Be sure to write down your password, as you will use this password, along with the email you entered, to login to the PayAnywhere app and PayAnywhere Inside.

3. Enter in your banking info so we can send your funds faster. • Funds are deposited within one business day of sales processed by 2 PM PT/5 PM ET.

4. “I already have a PayAnywhere Credit Card Reader” should be pre-selected. Click “Finish.”

Applying for PayAnywhere

How do I get $5,000

free in transactions?

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Getting started.

Get going by logging in. If you are a first time user or do not have items loaded, you’ll land on an Express Item.

If you do have items loaded, you’ll land on Items. Default sale view can be changed in settings.

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Menu and settings.

Navigate and filter

Navigation Menu

Tap on the top left hamburger icon to access the Navigation Menu. You can start a new sale, view transactions, edit items, view reporting, and access Settings.

Settings

Under the Navigation menu, tap Settings. You can edit tax and tip; multiple

accounts; manage cash drawers and printers; and more from here.

Filter Menu

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Making a sale.

Express item

1. Land on Express Item

Tap on the credit card icon on the bottom left for an Express Item.

2. Enter Amount

Enter a value and tap “Add.”

3. Swipe

Swipe a card without needing to view a cart, or go through a checkout process.

4. Receipt Share

Users are directed to the

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Making a sale.

Typical sale

1. Add Items

Tap items to add them to the cart.

2. View Cart (optional)

Tap the Cart button to see the current invoice. Edit or delete items, or proceed to checkout.

3. Checkout (optional)

Swipe or select a different method of payment. You can skip this screen by swiping a card right from the Sell screen.

4. Signature

Accept customer signatures with preset and custom tip options.

5. Receipt Share

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Make sure your reader is

connected. Tap the Apple Pay™ or Contactless Payment button on the PayAnywhere checkout screen.

Hold an NFC-enabled device or credit card approximately 4 centimeters from the large end of the PayAnywhere card reader.

Holding a device too far may result in a failed connection.

Making a sale.

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Items.

Categories, modifiers, new items and discounts

View Products

Tap the top left hamburger icon to view the Navigation Menu, select “Edit Mode”. Here you can tab through items, categories, discounts and modifiers.

Create Categories

Assign a color for easy visual recognition.

Create Modifiers

Assign modifier names and prices. Enable items to have multiple modifier selections.

Create Items

Assign item images, multiple prices, tax, and modifiers.

Create Discounts

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Reporting.

Transactions, sales trends and customers

View Reporting

Tap the top left hamburger icon to view the Navigation Menu. Here you can choose “Transactions”, “Sales Trends” or “Customers.”

Transactions

This is a running list of transactions by date. You can generate reports, view transaction detail, and process refunds and voids from here.

Sales Trends

Shows you sales volume, top sellers, and payment methods.

Customers

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Support.

Click or call

Help Guide and Video Tutorials

payanywhere.com/faq

Customer Service & Technical Support

1.877.387.5640

[email protected]

Connect

facebook.com/payanywhere

twitter.com/payanywhere

youtube.com/payanywhere

References

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