Once a user has been assigned a Stripe S700 Terminal, they can use it to process in-person credit card payments during Auction checkout. The Auction form offers three different checkout methods, all of which are compatible with the terminal.
Option 1: Process Payment
- Use this option when checking out a single item or a single unpaid Add-On or Paddle Raise.
- From the Auction grid, locate the item and click on the Tools menu.
- Select Process Payment to launch the Process Payment dialog.
- Search for and select the Constituent responsible for payment. If a Constituent is already assigned, their name will appear automatically.
- Adjust details such as item price, Add-On cost, or Paddle Raise quantity if needed.
- Under Payment Type, select Credit Card.
- A Payment Method menu will appear. Choose Terminal.
- The standard Submit button will change to a blue Pay with Card Reader button. Click it to activate the terminal.
Option 2: Purchase Add-On Item
- Use this option when a bidder purchases an Add-On item not previously assigned to them.
- Click Purchase Add-On Item above the Auction grid.
- In the Purchase Add-On dialog, search for and select the Constituent.
- Select the Add-Ons to include in the transaction and adjust price or quantity as needed.
- Under Payment Type, select Credit Card.
- From the Payment Method menu, select Terminal.
- Click the blue Pay with Card Reader button to process the payment.
Option 3: Checkout
- Use this option to check out a bidder who has multiple items to pay for.
- In the Auction grid, check the box next to each item won by the bidder.
- Click the Checkout button above the grid.
- The Checkout dialog will pre-populate the winning bidder’s details and include any unpaid Add-Ons or Paddle Raises.
- Adjust item prices or quantities if needed.
- Under Payment Type, select Credit Card.
- From the Payment Method menu, select Terminal.
- Click the blue Pay with Card Reader button to activate the terminal.
Processing the Payment
- If the terminal is powered off, not connected to Wi-Fi, or not assigned to your user account, an error message will appear.
- When active, the terminal will display the total transaction amount and prompt you to tap or insert the card.
- A beep will confirm the card has been read.
- The terminal will then display either a success message (if approved) or an error message (e.g., if the card was declined).
Transaction Confirmation
- The checkout dialog will update to show either a confirmation or error message.
- Successful transactions will automatically appear on the Auctions grid as Paid.