Payrix Mobile App Quick Start Guide
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.
How to submit a payment on the Mobile App?
Step 1 - The Merchant sets the transaction amount
On the Mobile App homepage, the Merchant enters the transaction amount. Use the Tip icon and Tax icon for the Merchant to manually input a tax and/or tip amount. You can also set a standard tax amount and add pre-set tip options for the customer to select as they checkout.
Tap the Confirm icon once the transaction amount is set.
Step 2 - The customer selects a tip amount
(This step only applies if the Merchant enabled tipping - otherwise, skip straight to Step 3) The customer can select pre-set tip options, or manually enter a specific tip amount.
Tap the Confirm icon once the tip amount is set.
Step 3 - The customer swipes or keys in their card information
If the Mobile App is connected to a compatible Bluetooth card reader, the customer will be prompted to swipe their card. Otherwise, the customer can manually key in their card number, and complete the rest of the payment card information (name, exp., CVV, etc.) as prompted.
Tap the Confirm icon once the payment card information is entered.
Step 4 - The customer submits their e-signature
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.
How to issue a refund on the Mobile App?
Step 1 - Navigate to the History page
On the homepage, select the Menu then Tap the History tab to view your previously submitted transactions.
Step 2 - Locate the payment you’d like to refund
Scroll through your History and locate the payment you’d like to refund.
Step 3 - Select the Refund Transaction button & confirm the refund amount
Once redirected to the Transaction Details page, scroll to the bottom and select Refund Transaction. Next, you will be prompted to enter the refund amount. By default, the full payment amount will populate, but you can adjust the amount for a partial refund.
Step 4 - Complete the refund process
Once the refund amount is set, select Process Refund to complete the refund.
How to set a standard tax amount on the Mobile App?
Step 1 - Navigate to the Taxes page
On the homepage, select the Menu then the Settings tab. Next, Tap the Taxes section.
Step 2 - Configure your desired tax settings
Set the Collect Tax option to Yes, then enter the percentage amount of each transaction you would like added to the total for tax.
Tap the confirm icon once the tax settings are set to your preference.
How to enable tipping & configure pre-set tip options on the Mobile App?
Step 1 - Navigate to the Tips page
On the homepage, select the Menu then the Settings tab. Next, tap the Tips section.
Step 2 - Enable the customer-facing tip screen
Set the Tip Screen option to Yes to enable the customer to enter a tip amount.
Step 3 - Configure the pre-set tip options
To configure pre-set tip amounts, choose whether you want percentage (%) or dollar ($) amount pre-set tip options. Lastly, enter up to five pre-set tip options for customers to choose from as they checkout on the Mobile App. Click the confirm icon to continue.