Use the Roc Terminal+ mobile app to create a payment link that you can share with a customer to collect payment for your goods and services.
To create and share a payment link, complete the following steps:
- From the Sale screen, you can either:
- Use the keypad to enter the transaction amount.
- Add existing inventory items to your cart.
- Select Process Payment.
- Select PayNow.
- Enter the payment link details:
- In the Expire field, enter the date that the payment link expires. To create a payment link that doesn’t expire, turn on Set Never Expire.
- (Optional) In the Invoice No field, enter the invoice number.
- (Optional) In the Description field, enter a description of the transaction.
- (Optional) In the Purchase Order field, enter the customer’s purchase order number.
- From the Customer Name dropdown menu, select an existing customer or enter the following customer’s details:
- Phone number
- Email address
- Company name
- Select Continue. The app sends the payment link to the customer.
- Select Done.