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Getting your shop ready for card and tap payments

Customers expect to pay the way they want. A short checklist so every payment is easy at the counter and clean in your books.

By the Kasymir teamNovember 11, 20262 min read
Photo: Mikhail Nilov on Pexels

Most customers now expect to pay with a card or a phone, and many still pay with cash. A store that accepts all of them smoothly makes the line move and keeps the end-of-day count simple.

Before you open

  • Decide which methods you accept and show them at the door and at the counter, so nobody gets to the register and finds out you do not take their card.
  • Test a real transaction on every device before the first customer, including a refund.
  • Have a backup. A second device or a second way to take payment for the day the internet or a terminal fails.

At the counter

  • Teach everyone how to split one sale across two methods, for example part cash and part card. It comes up more often than you think.
  • Refund to the original payment method whenever possible. It keeps your records and your customer's statement easy to match.
  • Offer a receipt every time.

At the end of the day

  • Close each register and count by payment method, not only the total. Cash, card and transfer should each match what the system expected.
  • Write down any difference with the reason, the same day, while people still remember.
  • Keep receipts and records for card payments. If a customer disputes a charge later, you will need them.

None of this is complicated. It just needs to be the same routine every day, done by everyone who works the register.