Tap-to-Pay
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      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) through your iPhone, no physical terminal needed. With the Zeffy App, you can access all your compatible forms to make sales in person.

      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 16.0 or later
      • A Zeffy account is verified and connected to an American or Canadian bank account

      ⚠️ Tap-to-pay is not yet compatible with the newest version of the iPhone (iPhone 16 Pro Max).


      Setting up your card reader on your iPhone 

      1. Open the app store on your iPhone
      2. Search for Zeffy Tap to Pay
      3. Download the app to your device and open it
      4. Log in using your Zeffy account email and password (if you're logging into Zeffy with Google, you'll need to contact our support team to help you disable Google single sign-on).
      5. The application will then configure the card reader on your phone. 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.
      6. You'll be able to access all your compatible forms to start accepting payments.

                                 

       

      If you encounter any difficulties with downloading the app, configuring the card reader, or accepting payments, please refer to our Troubleshooting Guide. 

      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 not compatible with multi-date event forms, auction forms and membership forms. These forms will not show up in your tap-to-pay app. To learn how to accept in-person payments on these forms, check out this article.

      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 "additional 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.

      Tap to Pay does not collect donor information. Only the email address is requested at the end of the payment to send the donor the receipt. This email will show up in your Zeffy account, but no first name, last name or additional details will be recorded. Custom questions will also not be asked when using Tap to Pay. 

                       

       

      Invite other devices to accept payments through the app

      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

       

      Frequent questions about Zeffy's Tap to Pay app

      Can I use Tap to Pay on an Android device?

      Tap to Pay is not available on Android. We invite you to upvote this request here, to help our team prioritize your request and be notified by email when Tap to pay becomes available on Android. 

      Does that mean only donors with iPhones or Apple pay can make payments? 

      No, donors with Android devices can make payments on Zeffy forms and use Google pay to do so. Our forms can be accessed from any device on a web browser and Google pay is offered as a payment method on all of them. It is only the in-person card reader app that isn't available to organizations with Android devices.

       Can I download Tap to Pay on my iPad? 

      No, the Tap to Pay app is not available on iPad. iPads are not equipped with internal card readers like iPhones are, so they do not have the appropriate hardware to accept tap payments. 

      Can I enter credit card information manually if my donor doesn't have tap?

      No, the app is for tap payments only. If your donor needs to input their credit card manually, you can direct them to the web version of your Zeffy form. You can direct them there by either sharing the form link, or having them scan the form QR code with their device to be brought straight to your form. To learn how to obtain your form QR code, click here.

      Can I connect an external card reader to Zeffy? 

      No, Zeffy cannot be connected to an external card reader. It is an iOS (iPhone) app only.