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) via your iPhone, without the need for a physical terminal. With the Zeffy app, you can access all your compatible forms to make sales in person.

      Device requirements for the Zeffy Tap to Pay app

      To use the Tap to Pay application, you'll need the following items:

      • An iPhone model XS or later updated with iOS 13.4 or later
      • A verified Zeffy account connected to a U.S. or Canadian bank account

      ⚠️ Tap-to-pay is only compatible with iPhones updated to IOS version 13.4 or later!

      Configure 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 log in to 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. You will be asked to enter your Apple ID information. You must also accept the location access on your device. 
      6. 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.
      7. 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.

      Accepting Payment

      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 and membership forms. These forms 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

      Tap to Pay does not collect any contact information from donors. It is therefore not possible to generate tax receipts for donations accepted on the app.

      Only the email address is requested at the end of the payment to send the receipt to the donor. This email will appear in your Zeffy account, but no first name, last name or additional details will be recorded. 

      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, it's important to 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.

      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 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 is available on Android.

      Does this mean that only donors with an iPhone 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 with a web browser, and Google pay is offered as a payment method on all forms. Only the in-person card reader application is not available for organizations using Android devices.

      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. It is an iOS (iPhone) application only.