Taking Payments in the Podium Mobile App

Let’s walk through how to request a payment or charge a card with the Podium Mobile App. First, make sure you are on version 7.5.84 for the latest payment experience.

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  1. Access Payments by tapping the blue + button on the “Customers” tab or w the $ icon in the message composer.

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2. Tap the picker at the top of the screen to either “Send request” or “Charge card.” Then, select a contact from the list or tap Add New Contact.

  • Note: “Send request” will text a payable link to the selected contact. “Charge card” enables you to enter card information manually or use your Podium bluetooth card reader device.

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3. Enter the amount for the item, then tap Continue to add a description of the payment request. Tap Save when you’re finished.

  • Note: For requests, a description is required. For card charges, a description is optional.

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4. From the Invoice screen, you can update any of the following fields before tapping Continue.

  • Add additional items (if you want to breakdown the specific items that make up the total)
  • Enter an invoice number (this can be required or optional based on your payment settings)
    • You can set the invoice number to be visible or hidden from customers in payment settings.
  • Set payment schedule (“One-Time,” “Ongoing,” or “Installments”)
  • For requests: Add due date and indicate available payment methods. You can adjust payment methods in payment settings.
  • Switch to a different type of payment (“Send request” or “Charge card”)

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5. Review and edit your request or card charge. Then, tap the button to send the request or charge the card.

  • For requests: You can adjust the location where the request comes from, edit your request message, and choose the bank account where the funds will be deposited.
  • For card charges: You can adjust the location where the card charge comes from, choose the bank account where the funds will be deposited, and indicate whether you are using a card reader or entering the card information manually.
    • Note: If using a card reader, tap Connect a reader then select the card reader you want to use.

 

Have more questions about payments? Check out our Payments Overview article.