Tender lets a customer tap a contactless card or phone against your phone to pay. The best place to start is before the tap: agree the final amount, complete your payment setup and make sure the customer knows what they are paying for.
The useful bits
- Complete payment setup before relying on contactless payment at a visit.
- Show the customer the agreed amount before taking payment.
- Check the result before retrying or recording the invoice as paid.
Make payment part of the plan
If you intend to collect payment when the work is complete, explain that arrangement when you agree the job. A customer should not discover a new payment deadline while you are packing away your tools. Confirm who will be there and whether they are the person paying.
Set up payments in Tender before the visit and review the applicable payment terms. Keep your phone charged and check the requirements shown during setup. Do not assume that every phone or every circumstance supports the same payment experience; the payment guide is the place to check the current product information.
Give the customer a clear amount
Walk through the finished work and resolve any questions about the invoice before presenting a payment. If the scope changed, the customer should already have agreed the extra work and its price. Tap to Pay makes collection convenient, but it does not replace that conversation.
Check whether money has already been collected against the job. The amount requested should match what is still due, rather than simply repeating the original total. Keep the final invoice and payment record connected so you have a useful reference if the customer asks later.
A simple payment conversation
“The agreed work is finished and the invoice is ready. The balance due is £120. You can pay by tapping a contactless card or phone against my phone.” This is an illustrative script: use the actual balance and the payment arrangement agreed for your job.
Let the result guide the next step
Confirm the amount in Tender, follow the payment instructions and give the customer time to complete the contactless step. Then check the result. A customer tapping their card is an action; a successful payment is the outcome you need to verify.
If the outcome is unclear, check the payment record before asking the customer to pay again. Avoid recording a payment as successful simply because both people expected it to work. If you cannot resolve the status, get payment support rather than guessing or repeatedly retrying.
- Check the amount before the customer taps.
- Follow the instructions displayed during payment.
- Confirm the result before ending the visit.
- Keep a clear record of any balance that remains due.
Have a sensible alternative
Sometimes the person paying is elsewhere, or the customer needs the invoice before making a payment. Tender also supports online invoice payment links. Agree that next step clearly rather than leaving with a vague promise that you will sort it out later.
Card-payment processing fees are separate from the Tender subscription, including during your first five successful customer payments. A successful card payment and money arriving in your bank account are also different events: use the applicable payment-provider information when checking settlement rather than promising a particular arrival time.
