Instructions for managing payments in the Payrix Mobile App.
Use this instructional guide to learn how to perform essential tasks on the Payrix Mobile App, as well as set various customizations available to Merchants using the app.
Setup the Mobile App
To set up your account on the Payrix Mobile app to accept payments and handle essential tasks on mobile devices, download the Payrix Mobile app from the Apple App Store (iOS) or Google Play Store Google Play Store (Android) and sign In using your Portal login account.
Submitting a Payment
To submit a payment for a transaction within the Payrix Mobile app, follow the steps below:
Submit a Payment Steps
Step 1: On the Mobile App homepage, enter the transaction amount.
Step 2: Use the Tip icon and Tax icon to manually input a tax and/or tip amount. Then, tap the Confirm icon.
Step 3: Let the customer select pre-set tip options, or manually enter a specific tip amount. Then, tap the Confirm icon once the tip amount is set, if tipping is enabled.
Step 4: Manually Key or Swipe the card using a compatible Bluetooth card reader when prompted. Then, tap the Confirm icon once the payment card information is entered.
Step 5: The customer will be prompted to enter their e-signature verifying the transaction. Tap the Confirm icon once the customer’s e-signature is entered.
Video Tutorial - Submit a Payment with the Payrix Mobile app
Issuing a Refund
To issue a refund for a transaction within the Payrix Mobile app, follow the steps below:
Step 1: Tap the Menu, then tap the History tab to view your previously submitted transactions.
Step 2: Scroll through your History and locate the payment you’d like to refund.
Step 3: Tapping the desired payment will reveal its Transaction Details page, then tap Refund Transaction
Step 4: Confirm the refund amount.
By default, the full payment amount will populate, but you can adjust the amount for a partial refund.
Step 5: Tap Process Refund to complete the refund after confirming the amount.
Video Tutorial - Issue a Refund with the Payrix Mobile app
Set a Standard Tax Amount
To pre-set a standard tax amount for all transactions within the Payrix Mobile app, follow the steps below:
Step 1: Tap the Menu, then tap the Settings tab. Then tap the Taxes section.
Step 2: Set Collect Tax to Yes, then enter the percentage amount of each transaction you would like added to the total for tax.
Step 3: Tap the confirm icon once the tax settings are set to your preference.
Video Tutorial - Set a Standard Tax Amount with the Payrix Mobile app
Enable Customer Tipping & Tip Options
To enable customer tipping for transactions and offer pre-set tip options within the Payrix Mobile app, follow the steps below:
Step 1: Tap the Menu, then open the Settings tab. Next, tap the Tips section.
Step 2: Set the Tip Screen to Yes to enable the customer to enter a tip amount.
To configure pre-set tip amounts, choose whether you want a percentage (%) or dollar ($) amount pre-set tip option and enter up to five pre-set tip options for customers to choose from as they checkout on the Mobile App.
Step 3: Click the confirm icon to continue.