Skip to main content

Consolidated Payment Hub in the Stack Mobile App

Welcome to the Stack mobile Point-of-Sale (POS) module, your all-in-one payments hub! Seamlessly manage all your transactions with access to three key payment products: POS (Tap to Pay, Cash, Cards, and Manual Entry), Invoices, and Estimates, all from a single module.

Payment Methods​

Conventional Payment Options:

  • Tap to Pay: Quick and contactless payments.
  • Cash: Record cash transactions easily.
  • Cards: Accept credit and debit card payments.
  • Manual Entry: Enter payment details manually for non-digital transactions.

Converting Transactions​

Convert to Invoice: Transform a POS transaction into an invoice if your customer prefers a detailed receipt and wishes to complete the transaction online or at a later time.

Convert to Estimate: Create an estimate from a POS transaction, allowing your customer to accept or reject it once sent.

Simplified Field Payments​

Accepting payments on the go has never been easier. With Stack, manage all your payment needs in one place, so you can concentrate on growing your business.

How to Use the Payment Hub​

  1. Access the POS: Tap the "$" icon on the bottom bar of the app to open the POS. Use the Keypad or Catalog to build your order.
  2. Review Your Order: Once all items are added, proceed to the Review page. Here, you can link a contact, apply discounts, and review transaction details.
  3. Choose Payment Instruments: When ready, tap "Choose payment instruments" and select the appropriate option based on your scenario: immediate payment, invoice, or estimate.

Payment Options​

  • Immediate Payment:

    • Tap to Pay: Use for contactless card payments.
    • Cash: Record as a cash transaction or Manual Entry.
    • Credit Card: Process card payments directly.
    • Manual Entry: Use for non-digital or external payments.

  • Convert to Invoice: If your customer prefers an online payment, select this option to open the invoice editor. Most details will be pre-filled; simply set the due date, invoice number (if needed), and review the invoice.

  • Convert to Estimate: If a quote is required, choose this option to open the estimate editor. Again, most details will be pre-filled; just configure the due date, estimate number (if needed), and review the estimate.

With Stack, managing your payments is straightforward and efficient, allowing you to focus on what truly matters—growing your business!