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How do I run a Credit Card payment through the SWRemote app with WePay?

  • On the Pay screen, review the Invoice Total and the Payment Amount.
  • Select Credit Card as the Payment Type
  • The email that exists on file for this customer and the zip code will be pulled into the Email Address  and Billing Zip code field. This can be edited if necessary.

How to use the Card reader

  • First, make sure the bluetooth function is turned on for the tablet or phone.
  • Next, make sure you press and hold the on/off button on the card reader. You will notice the blue colored light.
  • Check the Card Reader available checkbox.
  • Tap the Capture Credit Card button.
  • If it's the first time you're using the swiper, you may be prompted to allow/deny access to your location while using the app. Tap Allow.
  • Then you will need to select your card reader.  
  • In some instances it will appear twice (with the identical numbers) and choosing either should work:
  • You will see the following once the swiper is connected with your device.  Dip the Card if it has a chip, or Swipe the card if it does not contain a chip.
  • You will see a series of messages as the card is being read.
  • When the card is successfully processed you will be brought to the Approve screen, where you will be prompted for a signature from your customer. On this screen, you will see the credit card authorization information.
  • After the customer signs in the box and you tap the blue arrow in the lower right-hand corner, you will see a notification that the payment was processed. You will now advance to the Debrief screen.
  • On the Complete screen, you will again be able to view the credit card authorization/payment information before completing the job.

 

Card IO

  • Uncheck the Card Reader available checkbox
  • Tap the Capture Credit Card button.
  • If you've never used the camera in SWRemote before, you will be prompted to allow access to the camera, select Allow.
  • The camera will launch and you will be able to take a photo of the credit card.
  • Enter in the remaining card information and click Done.
  • When the card is successfully processed you will be brought to the Approve screen, where you will be prompted for a signature from your customer.  On this screen you will see the credit card authorization information.
  • After the customer signs in the box and you tap the blue arrow in the lower right-hand corner, you will see a notification that the payment was processed and you'll then be advanced to the Debrief screen.
  • On the Complete screen, you will again be able to view the credit card authorization/payment information before completing the job.

Manually Enter Card Information

  • Uncheck the Card Reader available checkbox
  • Click the Capture Credit Card button.
  • If you've never used the camera in SWRemote before, you will be prompted to allow access to the camera, select Allow.
  • The camera will launch and you'll need to tap the Enter Manually button in the lower right-hand corner.
  • Enter in the card information, and tap Done.
  • When the card is successfully processed you will be brought to the Approve screen, where you will be prompted for a signature from your customer.  On this screen, you will see the credit card authorization information.
  • After the customer signs in the box and you click the blue arrow in the lower right-hand corner, you will see a notification that the payment was processed and you'll then be advanced to the Debrief screen.
  • On the Complete screen, you will again be able to view the credit card authorization/payment information before completing the job.


Click HERE if you need to change the Payment Amount after you've already entered in the card information.

 

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