Choose the Self checkout tender, enter the client's mobile or email, and press Send link. The client opens a secure page, optionally adds a tip, enters their own card, and the sale closes itself on your screen — you never see or type their card number.
How do I send a payment link?
Pick Self checkout
On the payment step, choose Self checkout. It's offered when the sale has a client attached, a balance to collect, and a connected payment processor.
Choose Text or Email
Toggle Text or Email and fill in the Mobile number or Email address — pre-filled from the client record, and anything you type here is saved to a client who had no contact details yet.
Send link
Press Send link. The client gets "click here to securely pay" with your business name, and your screen switches to a waiting view: "This screen updates itself the moment they pay — no need to refresh."
What the client sees
A branded Secure checkout page with the itemised sale, taxes and total. If the sale includes services, they're offered a tip for their provider — preset percentages or Set a custom tip, entirely optional. They enter their card and press Pay. Cards are handled by the payment processor; the card is also saved to their file for future Card on file payments.
| Rule | Detail |
|---|---|
| Link life | 24 hours, then it expires |
| One at a time | A sale can only have one live link — cancel it before sending another |
| Waiting timeout | Your screen polls for 15 minutes, then returns to the send form (the link itself stays valid) |
| Tender on the receipt | Shows as Payment link |
Cancelling a link
On the waiting screen, open Options → Cancel card payment. The client's page immediately stops accepting payment.
Common questions
The client paid but my screen didn't update — is the money lost?
No. The payment settles server-side regardless of your screen; check POS → History for the closed sale. Even a payment that lands after the link expired is honoured.
Can I lower the price after sending the link?
If the sale total drops after sending, the difference is automatically refunded to the client's card — they're never charged more than the sale is worth. Cleaner: cancel the link, adjust the cart, and send a fresh one.
Why is Self checkout not in my tender list?
The sale needs a client attached, a balance greater than zero, and card payments connected under Settings → Payments.
Does the link work for a deposit or an unpaid balance?
It collects whatever the sale currently owes — so yes, reopen an unpaid sale and send a link for the balance. See Split a sale or leave a balance due.