App: Setting up Zeffy Tap to Pay
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) on your phone without the need for a physical terminal. With the Zeffy app, you can access all your compatible forms to make sales in person.
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Device requirements for the Zeffy Tap to Pay app
To use the Tap to Pay application, you'll need the following items:
- A device with a compatible card reader, either:
- An iPhone model XS or later updated with iOS 13.4 or later
- An Android 11 with NFC (Android 12+ is recommend for stability)
- A verified Zeffy account connected to a U.S. or Canadian bank account
🇬🇧 Tap-to-pay is not currently available in the UK, but if you are interested in the app please vote to make it available in the UK here!
📱Tap-to-pay is not compatible with tablets as they are not equipped with an internal card reader.
Configure your card reader on your device
- Open the App Store or Google play store on your
- Search for Zeffy Tap to Pay
- Download the app to your device and open it
- Log in using your Zeffy account email and password
- The application will then configure the card reader on your phone. On iPhone, you will be asked to enter your Apple ID information. You must also accept the location access on your device.
- The application then checks that you meet all the required conditions. If all conditions are met, they will turn green and you can click Next.
- You'll be able to access all your compatible forms to start accepting payments.
If you have problems downloading the application, configuring the card reader or accepting payments, please consult our troubleshooting guide (iPhone) or troubleshooting guide (Android)
Accepting Payments
After opening the application, you'll see a list of your Zeffy forms on which you can accept payments.
⚠️ Tap-to-pay is not currently compatible with multi-date event forms, auction forms, recurring donations and membership forms. These forms or payment options will not appear in your Tap-to-Pay application. To find out how to accept payments in person on these forms, see this article.
Select the form for which you wish to make a sale. You'll see a list of your different rates. If you have activated the “additional donation” function on your form, you will also see the option to add an additional donation for your non-profit organization.
Confirm your choice and hand over the phone to the buyer.
They will see a summary of payment and order total. They will be asked to enter their e-mail address to receive their confirmation e-mail and payment receipt. Once they've filled in their details, they're invited to press their card on the phone to finalize payment.
Important: Collecting contact information via the app
After the payment is processed, the app will collect donor contact information to issue a receipt if needed.
Custom questions are not asked when using Tap to Pay.
Invite other devices to accept payments via the application
If you wish to accept payments from multiple devices, know that there is no specific limit to the number of different phones that can process payments on the same form.
If several people within your organization wish to accept payments from their own devices at the same time, please ensure that each person processing payments is a separate user on the account and logs in with their own login credentials. You can add up to 50 users on your Zeffy account. Users can be added for Tap to Pay access only.
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
Frequently Asked Questions about Tap to Pay de Zeffy
Can I download Tap to Pay to my iPad?
No, the Tap to Pay application is not available on the iPad. iPads aren't equipped with internal card readers like iPhones are, so they don't have the right hardware to accept Tap to Pay payments.
Can I enter credit card information manually if my donor doesn't have the Tap to Pay application?
No, the app is for credit card payments only. If your donor needs to enter their credit card manually, you can direct them to the web version of your Zeffy form. To do this, you can either share the link to the form, or ask the donor to scan the form's QR code with their device to access your form directly. To find out how to obtain the QR code for your form, click here.
Can I connect an external card reader to Zeffy?
No, Zeffy's Tap to Pay cannot be connected to an external card reader.