Minimum Version Required: 24.04
Pre-Conditions
In order to accept payments with paylink please ensure that your company is set up. You can check the status of your paylink setup on the paylink Onboarding & Settings dashboard or you can get started by clicking on the Begin Setup button on the dashboard.
Note: When using tap-to-pay for the first time on iPhone a prompt to link an Apple ID will pop up. Please reach out to your organization's IT department for instructions on which ID to use. Linking of a valid Apple ID is required to use tap-to-pay. For more information visit Tap to Pay on iPhone & Privacy.
Steps
How To Use paylink Tap-To-Pay
Tap-To-Pay offers a quick, secure, and convenient payment method enhancing customer experience and reducing transaction times. The steps below detail how to accept contactless card and mobile wallet payments, like Apple Pay and Google Pay, on Encompass Mobile.
1. Select the Customer from My Day or the Customers Dashboard.
2. Search for and tap to select the Customer.
3. Scroll through the available options and tap 'Request paylink Payment'.
4. A list of all invoices that are available to be paid via paylink, including open credits, will be displayed. Uncheck any invoices that do not need to be paid and then tap on "Tap To Pay" at the bottom of the screen.
5. The requested invoice data will be uploaded and the Tap-To-Pay screen will load. The customer can then tap their card or mobile wallet-enabled phone to pay the invoice. Once payment has been processed successfully the page will reload to show that the invoice was paid.
On iPhone payments are tapped on the top of the device.
On Android phones, tap on the back of the device to pay.