A step-by-step guide to setting up the Zeffy Tap to pay app.
Zeffy's Tap to Pay app acts as a point of sale (POS) through your iPhone, no physical terminal needed. With the Zeffy App, you can access all your compatible forms to make sales.
Setting up your card reader on your iPhone (not available on iPad)
Tap to Pay requirements
In order to use the tap-to-pay app, you will need the following:
- An iPhone model XS or newer updated to iOS 15.5 or later
- A Zeffy account connected to an American bank account
Setting up the App
Open up the app and login with your Zeffy email and password.- The app will then proceed to check if you need all the requirements. If all requirements are met, they will turn green and you will be able to click on next.
Accepting a payment
After logging in, you will see a list of your Zeffy forms on which you can accept payments.
⚠️ Tap-to-pay is currently only compatible with donation forms, donation campaigns single-date events, raffles and e-commerce / boutiques.
If your form is a multi-date event form or membership form, it will not show up in your tap-to-pay app. Donation forms and campaigns are not currently supported by the tap-to-pay app.
Select the form for which you want to make a sale. You will see a list of your different rates. If you have enabled the "extra donation" feature on your form, you will also see the option to add an extra donation for your non-profit. Confirm your selection and pass the phone to the buyer.
They will see a summary of the payment and checkout total. They will be asked to enter their email address to receive their confirmation email and their payment receipt. Once they have filled out their information, they will be prompted to tap their card to the phone in order to complete the payment.
In the case that you would like to accept payments from multiple devices it is important to know there is no specific limit on how many different phones can process payments on one form.
If multiple people within your organization would like to accept payments from their own devices at one time, please make sure that each person processing payments is a separate user on the account and logs in with their own login credentials. If you need more information on how to set up multiple users please see the following article: Add users to an account or manage their access/permissions