Effective 2019 - Present:

To process transactions within the app, our Retail merchant account is required and has merchant fees associated with it. There is a $5/mo gateway access fee added to your subscription dues. These fees are waived with memberships that are $199/mo and up. In the event you cancel your CP Mobile™ Gateway (for Android and Apple devices), there will be a $25 fee each time reactivate the gateway.

NOTE: If you updated the app and had previously purchased a CP Mobile™ swiper before January 2024, this device will not work with the new app. A new device will need to be purchased.

 

January 2024 - Present Steps:

Getting started:

Step 1: Once you have signed in, from the CP Mobile™ home screen, select [Credit Card] → [Payment].

Step 2: Enter the Amount. You may also add a note (optional) that will show up as a comment in your Payments Report on the Cash Practice® website.  Select the [Manual Entry] button.

Step 3: Key enter all the required credit card information and click the [Authorize Card] button.

Step 4: Once approved, the signature screen will appear. Here, the customer can sign their name. To erase the signature, click the X on the far left of the signature line. After signing, click the [Continue] button.

Step 5: After you click [Continue], you will be taken to the *receipt. From here you can Text or Email the receipt to the customer. Once you are finished, click the [Done] button.

Before January 2024 - The app has not been updated:

Getting started:

Step 1: Once you have signed in, from the CP Mobile™ home screen, select Credit Card.

Step 2: Now you can select $ Payment.

Step 3: Enter the Amount.  You may also add a note (optional) that will show up as a comment in your Cash Practice® Systems Posted Payments Report.  Select the [Continue] button.

Step 4: Key enter all the required credit card information and click the [Authorize Card] button.

Step 5: Once approved, the signature screen will appear. On this screen, the customer can sign their name. To erase the signature, click the X on the far left of the signature line. 

After signing, click the [Continue] button.

Step 6: After you click Continue, you will be taken to the *receipt.  From here you can Text or Email the receipt to the customer.  Once you are finished, click the [Done] button.

 

* Note:

  • Receipts cannot be texted to a customer from an iPad or any device that does not have FULL texting abilities. This would include Android tablets and iPads that only have iMessage.
  • Receipts can be printed directly from the CashPractice.com account if needed. Please see the linked instructions HERE.