PayPal now has a really easy way to take payments on location.
It's called PayPal Here and comes with a swipe tool (just like Square). But, I don't care to carry around additional hardware if I don't need it. With PayPal Here you simply need the app and a steady hand to take a picture to process a payment.
This past week I was helping a client set up their event payment processing and thought I'd share the steps with you here today.
It's point and click easy. I'll share the simple charging steps so you can get going today.
1 - Download the PayPal Here app.
If you are ready to get going right now, simply go here to get started. It is available on both apple and android platforms.
When I set up my account to use PayPal Here I used their online form to get signed up, but found when I was helping my client that calling PayPal was a much faster way.
You can also get the app. and sign up through the app. I have not tried that method, so I cannot comment on it here. Since you are processing payments, there is a merchant application process that you have to go though. The questions asked are the same questions a standard merchant account questionnaire asks.
2 - Log into the app.
The log-in can either be done using your email address or your phone number that is tied to your PayPal account.
3 - Enter your payment amount and a description and click "charge".
4 - Select the type of payment you are processing.
Today, I'm going to walk you though processing a credit card, but as you can see, you could use this app as a general cash register if you wanted to.
You'll also notice that this screen shot tells you that the card reader is not attached. If you would like to carry the swipe attachment and use it, this is where you'd swipe the card.
5 - Choose the scan card button.
If you are fast using your keyboard, you could type the information into the screen, but I've found scanning the card works the fastest for me and is proof that you physically had the card present at the time of the transaction.
6 - Take a "picture" of the credit card.
When you choose "scan card" in the step above a camera function will open. You will see a few solid white bars. This is where you want to center the credit card. You'll know that you have it positioned correctly when the solid white bars close around the image completely. It does take a bit of practice learning how to hold your device; but once you've got it, it works every time.
Note: The image is loaded to the app, not your device.
7 - Process the scan.
Once the app has properly recognized the card, you will see a screen that looks like this with the image of the card showing. Select "done" to process the scan.
8 - Enter the Expiration, CSC and ZIP
Expiration Date - Once the card number is scanned you will be taken to a screen where you can select the month and year of the expiration date.
CSC - The CSC is the 3 digit number on the back of your card or the 4 digit number on the front of an American Express Card.
ZIP - Enter the postal code for your customer.
9 - Ask your customer to sign your device.
They sign with their finger and then you click the "charge" button (upper right).
Note: The feature of the required signature is optional. It can be turned off in your settings.
10 - Success! Send a receipt.
Success! You'll see that the charge is complete and you have a choice of finishing or sending a receipt. The receipt can be mailed to your customer's email or texted to their phone.
Today I shared the quick payment steps for the PayPal Here application, but that is just the beginning of what you can do.
- Look at sales history
- Look at daily sales summaries
- Transfer paypal funds to your banking accounts
- Create a product list and add items to each sale vs. the total sales amount method I showed here today.
- Process sales tax
- Process special discounts
- Process tips
- and more
What Do You Think?
Do you think you'll try PayPal Here? What tools do you use to manage payment processing when you are not in the office? I'd love to hear your thoughts.
Until we talk again,
Live Fully -- Love Openly -- Leverage Your Brilliance -- Serve with Impact -- Prosper Everyday
Note: Credit card information redacted to protect the card holder.