Take card payments in Kiosk with a terminal reader
Link a terminal reader to your TaxDome Kiosk tablet, and clients in your office can pay their invoices by card on the reader without scanning a QR code. Once the payment goes through, TaxDome marks the invoice as paid.
Before you start
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Your firm is in the US, uses TaxDome Payments , and has a registered Stripe Reader S700, S710 or BBPOS WisePOS E. If you don’t have one yet, order and register a reader first.
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The Kiosk tablet has the TaxDome firm mobile app, version 3.10 or later.
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The team member signed in on the tablet has the Manage invoices access right .
Link a reader to a tablet
Each tablet sends card payments to one reader. Several tablets can share the same reader.
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Open Kiosk on the tablet and enter your passcode.
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On Choose a card reader for this tablet, select the reader that sits next to the tablet. Readers are listed by the name and model they have in Stripe.
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Tap Done.
The tablet keeps this reader until someone changes it or the reader is removed from your Stripe account. If the app is reinstalled on the tablet, link the reader again.
To keep using QR payments only, leave Don’t use a card reader selected and tap Done. The tablet remembers this choice and shows the setup screen again only when your firm registers a new reader.
Change or unlink the reader
On Select client, the top-right corner shows the tablet’s reader: Connected · [reader name], or Reader not connected if none is linked.
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Tap the reader status.
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Select another reader, or Don’t use a card reader to unlink it.
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Tap Done.
How the client pays
When a reader is linked and online, the invoice screen in Kiosk shows two options: Pay $[amount] by card on the reader and Pay on your phone. Paying on the phone works the same way as QR payments in Kiosk .
To pay on the reader:
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The client opens the invoice and taps Pay $[amount] by card on the reader.
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When the tablet shows Tap your card on the reader, the client taps, inserts or swipes their card on the reader.
- After processing, the tablet shows Payment complete! The client taps Back to tasks to continue.
The client can tap Cancel until they tap their card.
TaxDome marks the invoice as paid and, if the client has an email address on file, emails them a receipt . The payment technology fee doesn’t apply to terminal payments.
Credit on the client’s account
If the client has unapplied credit, Kiosk applies it first, and the reader charges only the remaining amount. The tablet shows the applied credit below the payment button.
If credit covers the whole invoice, the button reads Pay $[amount] with credit, and no card payment is made.
Note
Kiosk applies credit automatically for payments on the reader. When a client pays on their phone, apply their credit to the invoice from the web app.If a payment doesn’t go through
The tablet shows a message with the next step. Where the client wasn’t charged, the message says so.
| Message | What it means and what to do |
|---|---|
| Your card was declined | The card issuer declined the payment. Kiosk doesn’t show the reason. The client can tap Try again with the same card or another one. |
| Payment canceled on reader | The client canceled the payment on the reader. Tap Try again to restart it. |
| The card reader is not available | The reader is off or offline. Check that it’s on and connected to the internet, then tap Try again. |
| The card reader is busy | Another payment is running on this reader—from another tablet or the web app. Wait for it to finish, then tap Try again. |
| Still waiting for card? | No card was detected for about a minute. Tap Keep waiting or Cancel payment. |
| Payment timed out | The reader stopped waiting for a card. Tap Try again to restart the payment. |
| This invoice is already being paid | Another payment for this invoice is in progress—for example, an ACH payment or a charge from the web app. Check the invoice status in the web app. |
| This invoice is already paid | Nothing is left to pay—for example, the client already paid on their phone. |
| Something went wrong | The payment couldn’t be completed. Tap Try again, or close the message and choose another way to pay. |
If the tablet loses its internet connection during a payment, it keeps showing the payment progress and shows the result once it reconnects. The client is never charged twice.
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