Taking Payments with Tekmetric Payments

Tekmetric Payments allows you to easily take payments from your payment terminal (card present), over the phone (card not present), and via text using text-to-pay (or email).

• Taking Payments From the Terminal (Card Present)
• Taking Payments Over the Phone (Card Not Present)
• Text-To-Pay and Email-To-Pay

Important: Not a Tekmetric Payments user or want to learn more? Schedule a demo, give us a call at 832-930-9400 option 4 for Tekmetric Payments then option 3 for Sales, or email at tps@tekmetric.com to get started!

Taking Payments From the Terminal (Card Present)

For all in person transactions, you can quickly take payments directly from your payment terminal (aka card reader) from within Tekmetric.

1. Enter the Payments Tab of the RO.
2. Select Credit or Debit.
3. Select the Card Present option.
4. Once the terminal lights up, have your customer tap, insert, or swipe their card.
5. Done! The payment status will be immediately displayed in the Transactions table.

Important: Don't have a payment terminal or need help setting up your payment terminal? Give us a call at 832-930-9400 option 4 for Tekmetric Payments then option 3 for Sales, or email at tps@tekmetric.com and one of our payments experts can help!

Taking Payments Over the Phone (Card Not Present)

To take payments over the phone or if your payment terminal is currently being occupied, Tekmetric Payments allows you to manually key in your customer's card information to keep your shop moving.

1. Enter the Payments Tab of the RO.
2. Select Credit or Debit.
3. Select the Card Not Present option.
4. Enter the card information in the Credit or Debit Payment Details popup. 
5. Done! The payment status will be immediately displayed in the Transactions table.

Text-To-Pay and Email-To-Pay

Tekmetric Payments also allows your customer to pay for their RO via text or email making it easy for busy, on-the-go clients. Additionally, both text-to-pay and email-to-pay support Buy Now, Pay Later options via Affirm, Klarna, or Sunbit (learn more).

1. Enter the Payments Tab of the RO.
2. Select Share Invoice on the top right.
3. Select the Email or SMS and add the email or phone number.
4. Done! Once the customer adds their card information, the payment status will be immediately displayed in the Transactions table.