POS
Take card payments in person. They land in the same Alternative Payments dashboard you already use.
Say hello to POS — a handy way to collect payment when a customer is standing in front of you. POS lets you tap, insert, or swipe a card on a terminal, and the payment shows up in your Transactions table just like your other Alternative Payments activity.
What you can use POS for
At your location. A customer comes to your office or shop and pays on the spot.
At your customer's location. You take the terminal with you and collect payment on-site.
Your terminal needs a Wi-Fi connection to take payments. If you are visiting a customer, you will need access to Wi-Fi at their site.
What POS does — and does not do
POS is for in-person card payments. It is not a replacement for invoicing.
POS payments appear in Transactions with type Point of Sale (POS).
Card processing is a 3% flat rate on every brand, with no $0.30 fee. You choose whether that 3% is passed to the customer or covered by you.
POS payments are not matched to invoices.
POS payments do not sync to your PSA or accounting software (ConnectWise, QuickBooks, HaloPSA, or others).
If you need to collect a remote payment without an invoice, use One-Time Payments instead.
Where to find POS in your dashboard
Point of sale settings
Log into your Alternative Payments dashboard
Open Team Preferences From the sidebar, go to Team Preferences, then Preferences.
Open Point of sale Select the Point of sale tab. This is where you see terminals linked to your account and configure POS credit card fees. When this tab is on, the old Payments tab is labeled Online payments.
POS payments
From the sidebar, go to Accounts receivable > Transactions. Use the Type column or filter and choose Point of Sale (POS).
Need a terminal? Use the POS Terminal Request Form. Submitting the form places an order and charges your account. See How to Request a POS Terminal.
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