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How to take a payment via your SlickPay card reader.
How to take a payment via your SlickPay card reader.

Card reader set up and ready to go? Let's take a payment.

Phoebe Davis avatar
Written by Phoebe Davis
Updated over a week ago

SlickPay card reader ordered, set up and ready to go?

Let's take a payment!

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Firstly, find out how to set up your SlickPay card reader here if you haven't already.

  1. Click on the appointment in the calendar and select 'check out & rebook' as normal.
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  2. When you open the check out you will see this window.. you will use the section 'card in-store' for your SlickPay card reader payments. If you want to charge the client's card remotely, you will use 'Charge client's card on file'.
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  3. When you are happy with the payment methods and have added any retail, vouchers, deposits and services you can press 'Confirm' on the bottom right and you will see the window below to confirm the payment.

    The card in-store transaction amount will be shown on your card reader and the checkout page will look like this...

  4. At this stage, your reader will kick into action and display the amount you see on the window above for your client to tap/enter their card and pay.


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  5. Once the client has paid via the reader, you will see this window. Payment successful!

    Do not close this window! It will automatically close when the payment has successfully processed.
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    โ€‹Do not close this window either - the payment is processing ๐Ÿ•ฐ๏ธ

6. At this final stage you can CHOOSE IF YOU WANT TO send the client the receipt or not. Then the transaction will be visible in your cash up in the section 'card in-store'.

7. If you need to make changes to a bill, find out how to do that here under the section 'Edit transaction'.
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8. If you want to check out a client using your old reader, please use the section 'other' at check out and use your old reader as normal.




Not sure your payment has processed correctly? Don't panic! Find out more information here on what to do next and what to check!


Made a mistake? Check here how to refund or make edits to a SlickPay transaction after check out.


Now for the payout!



If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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