Processing a Payment with a Bank Account via POS

This article explains how to process payments using bank accounts in the Point of Sale (POS).

Things to know: 

• The ability to create tickets is controlled by the 'Creating Tickets' access control.
• Bank accounts cannot be added directly from the Take Payment page; they must first be added to the client’s profile. Learn more here
• Once a bank account is saved to the client’s profile, it will appear in the Credit Card section of the Take Payment page.
  

Once your account is configured to accept bank accounts and the client has a saved bank account on file, follow these steps:

1.  Navigate to POS
2. On the new ticket page, add an item to the ticket or open an existing ticket
3. Click 'Take Payment'
4. Click the saved bank account 
5. Click 'Charge' 
6. The transaction will be listed at the top of page with the 'Transaction in progress...' notice
7. Refresh the page until the charge is complete 
8. Close the ticket 

For more information, contact us at support@mytime.com or (385) 233-6964.     

Related Articles:

• Configure Bank Account for ACH Payments
• Configuring Bank Accounts on Client Profiles
• Configuring Bank Accounts Online