How to use Zettle point of sale (PoS)

How to use our Zettle point of sale system?

Beech Village Hall has 2 Zettle Point of Sale systems already set up for taking payments.

We can use the system to take payments for food, drinks and tickets using:

1. Cash
2. Card
3. Payment links

To use one of the systems you will need:

1. Access to the one of the machines
   1. The PIN code to access the system
   2. Please email bookings@beechvillage.org.uk for this
2. To ensure the iPad and card reader are charged
3. Or alternativlely, you can set up your own device or web browser to take payments
   1. Please email bookings@beechvillage.org.uk for help on setting this up

To use the Zettle app

1. Turn on the iPad
2. Enter the PIN code
3. Check you are in the Zettle app, if not select the Zettle app from the menu
4. Navigate the screen to select the items you wish to add to the ‘shopping cart’
5. You can select an item multiple times or update the quantity from the shopping cart.
6. Select payment type
   1. We prefer to not accept cash if we are handling food as if you touch money you MUST wash your hands
   2. We prefer card payments, just select ‘Card’
   3. The iPad will then connect to the card reader
   4. If you have problems connecting to the card reader you can go into the settings menue and attempt to reconnect to the reader.
   5. The card reader will display the amount and the customer can tap or insert their card or phone
      1. Sometimes customers are required to insert their card and enter their PIN
   6. Once payment is confirmed you will be given the option to email a receipt to the customer, to do this you/they will need to enter an email address

Sell	1.     You should be at the ‘Sell’ screen on the iPad 2.     Select product. If you make an error you can delete and start again 3.     Tap ‘Card’ button at bottom right of screen (if cash or card is enabled) 4.     The amount should now be displayed on the card reader 5.     Ask the customer to tap or swipe their card
Receipt (sent via email)	1.     Click the button in the top left of the iZettle screen 2.     Select the ‘Receipt’ menu item 3.     Identify and select the transaction by the amount and last 4 digits of the card 4.     Click on the ‘envelope’ icon at the bottom of the screen 5.     Enter the email address of the customer
Refund	1.     Click the button in the top left of the iZettle screen 2.     Select the ‘Receipt’ menu item 3.     Identify the transaction by the amount and last 4 digits of the card number 4.     Click on the transaction 5.     Click on REFUND 6.     The customer will then need to represent their card.
Free drink for Bar staff	1.     From the SELL screen select the drink 2.     On the right hand side press the discount button 3.     Enter 100% 4.     Enter cash and finish the transaction 5.     Please note the discount applies to the entire shopping cart

iZettle problems

No connection to card reader	Check reader is powered on and has charge	Power button is top right of iZettle card reader Plug into charger
	Check reader is connected to iZettle software	From iZettle app on iPad: Click top left menu button Select ‘Settings’ Select ‘Card reader’ Check status