Send the client a secure link and let them pay on their own phone. They type their own card, can add a tip, and the sale closes itself on your screen. You never see or type their card number.
Before you start
- The sale needs a client on it and a balance to pay.
- Your business needs card payments connected. See Connect card payments.
Send the link
Choose Self checkout
On the payment step, under Method, select Self checkout.
Choose text or email
Select Text or Email. The client's Mobile number or Email address is filled in from their profile. If they have none yet, what you type is saved to their profile.
Send it
Select Send link. The client gets a message with your business name and a button to pay securely.
Wait for the payment
Your screen says the client is adding their card. It updates by itself the moment they pay, and the sale completes. There's nothing to refresh.
You can also send a link from the cart: open ⋮ and select Send payment link · text or Send payment link · email.
What the client sees
A Secure checkout page in your branding, with each item, tax and the total. If the sale includes a service, they're offered a tip for their provider. It's optional and nothing is pre-selected. They enter their card and select Pay. Their card is also saved to their profile for next time.
| Rule | What it means |
|---|---|
| The link lasts 24 hours | After that it stops working; send a new one. |
| One link at a time | A sale has one live link. Cancel it before sending another. |
| Your screen waits 15 minutes | Then it goes back to the send form. The link still works. |
| On the receipt | The payment shows as Payment link. |
Cancel a link
On the waiting screen, open Options and select Cancel card payment. The client's page stops taking payment straight away.
Check it worked
The sale shows as completed, and its receipt lists a Payment link payment. If your screen had gone back to the send form, find the sale in Point of sale → Sales.
If something goes wrong
Self checkout isn't in the list
The sale needs a client on it, something left to pay, and card payments connected under Settings → Payments & selling → Card payments.
"A link is already awaiting payment"
The sale already has a live link. Wait for the client to pay, cancel that link, or take payment another way.
The client paid but my screen didn't change
The payment is safe. It settles even if your screen has stopped waiting, and even if it lands after the link expired. Check Point of sale → Sales.
The total changed after I sent the link
If the sale's total drops after sending, the difference goes back to the client's card automatically, so they're never charged more than the sale is worth. It's cleaner to cancel the link, fix the cart, and send a new one.