Card Payments

WebWorkstationMobile

ZynoSuite processes card payments through Stripe. Depending on the platform and setup, staff can key in a card, use a Workstation payment terminal, use a Suite Mobile card reader, or charge a saved card.

Permission Required

You need Salespoint access. An administrator must connect Stripe and enable card payments.

Card Payment Options

Salespoint Button	Platform	Use Case
Key in CC	Web, Workstation, Suite Mobile	Manually enter card details.
CC Terminal	Workstation	Customer taps, inserts, or swipes on a registered Stripe terminal.
CC Reader	Suite Mobile	Customer taps, inserts, or swipes on a connected mobile reader.
Saved CC	Web, Workstation, Suite Mobile	Charge a saved customer card.

Card payments must be at least $0.50.

Key In A Card

1. Build the sale in ZynoSales > Salespoint.
2. Select Pay.
3. Confirm or edit the Pay amount.
4. Select Key in CC.
5. Enter the card details in the card field.
6. Select Pay.
7. Wait for Payment Successful.

If the card is declined, Salespoint shows the card processor message. Use another card or another payment method.

Use A Workstation Card Terminal

1. Confirm you are using ZynoWorkstation.
2. Build the sale and select Pay.
3. Select CC Terminal.
4. If more than one terminal is available, choose the terminal.
5. Ask the customer to follow the terminal prompts.
6. Wait for Salespoint to confirm the payment.

If only one terminal is available, Salespoint may send the payment directly to that terminal.

Workstation

Card terminals must be registered under Admin > ZynoSales > Payments, on the Card Terminals tab, and associated with the correct location.

Use A Mobile Card Reader

1. Confirm you are using ZynoSuite Mobile.
2. Connect the reader from Settings > Card Reader if it is not already connected.
3. Build the sale and select Pay.
4. Select CC Reader.
5. If tips are configured, select or enter the tip and continue.
6. When prompted, ask the customer to tap, insert, or swipe the card.
7. Wait for Payment Successful.

Mobile

If Salespoint says the Stripe Terminal SDK must be initialized, connect the card reader from **Settings > Card Reader** before trying the payment again.

Use A Saved Card

1. Attach the customer to the sale.
2. Select Pay.
3. Select Saved CC.
4. Choose the saved card.
5. Confirm payment.

The Saved CC option appears only when card payments are enabled and a customer is attached to the sale.

Common Issues

Problem	What To Check
Key in CC is missing	Card payments may be disabled in payment settings.
CC Terminal is missing	You must be using Workstation, and terminal payments must be enabled/configured.
CC Reader is missing	You must be using ZynoSuite Mobile.
Saved CC is missing	Attach a customer and confirm the customer has a saved card.
Payment amount is rejected	Card payments must be at least $0.50 and cannot exceed the remaining balance.
Reader disconnected	Reconnect the reader from mobile Settings and retry.

Related

• Processing Payments
• Payment Terminals
• Mobile Card Reader
• Customer Association
• Receipts