You can use the Roc Services mobile app to save a customer's card to their profile when you run a manual card entry sale. After you save the customer's card, you can reuse the card for future transactions with the customer.

To run a sale and save the customer's card details, complete the following steps:

1. Assign a customer to the sale.
2. Add items to the order.
3. Run a sale and save card details.

Step 1: Assign a customer to the sale

1. On the main screen, tap .
2. (Optional) Search for the customer by their name, phone number, or email address.
3. From the list of customers, tap the customer that you want to run a sale with.

Step 2: Add items to the order

When you run a sale, you can add one or more items to your order. There are two types of items that you can add:

• Add quick items - One-time items that you can create and add to the order.
• Add items from the catalog - Commonly sold items that you have in the catalog that you can reuse across multiple sales.

Add quick items

For each item that you want to add, complete the following steps:

1. From the navigation menu, tap , and then tap Quick Charge.
2. Use the keypad to enter the sale amount, and then tap +.
3. Tap Charge.

Add items from the catalog

For each item that you want to add from the catalog, complete the following steps:

1. From the navigation menu, tap , and then tap Catalog.
2. Tap the category that contains the item.
3. Tap the item that you want to add to the order.
4. Tap Charge.

Step 3: Run a sale and save card details

1. Tap Manual Entry.
2. Enter the card details.
3. Tap Store Card Details.
4. Tap Pay Now.
5. (Optional) To send a receipt, tap Share Receipt, and then tap a receipt option:
   • To send an email receipt, complete the following steps:
     1. Tap Email Receipt.
     2. Enter the customer's email address.
     3. Tap Send Email.
   • To send an SMS receipt, complete the following steps:
     1. Tap SMS Receipt.
     2. Enter the customer's phone number.
     3. Tap Send SMS.