POS - Push Pay

Push Pay functionality that allows clients to “push” unpaid orders to customers for payment at the client’s web site. With Push Pay the only thing your customers need to touch when they pay in-person is their own phone. There are no apps to download/install, it's free, and it's easy to use for every winery & customer.

Please review this brief blog post to see the purpose and overview of Push Pay before getting started.

In this article we will cover: 

1. Push Pay Setup 

2. Push Pay path to purchase 

To enhance the Push Pay feature you will want to employ TABS in your POS terminals. This is a simple check of a box in the Terminal Manager. From the Administrative Control Panel menu choose POS > Terminal Admin, then choose the terminal you wish to update.

For a mobile / iPad terminals check the boxes for 
1. Email Receipts
2. Show Order Tabs

For a stationary terminals check the boxes for
1. Print &/or Email Receipts
2. Show Order Tabs

For a virtual terminal check the box for
1. Email Receipts

Best Practice: If Reservation Manager is used, collect credit card and email information when making tasting reservations, or as part of your Booking Agent. This article contains details on setting up Booking Agents.

POS Terminals: Mobile and Stationary - 

1. Assign the customer to the order either via the link from the calendar, or search in POS.

Need to step away? Save the order and a tab will appear at the top of the POS screen.

Ready to come back to the order? Click the tab with the customer's initials and last 3 digits of the order number.

2. Once all the information has been confirmed: product, shipping if applicable, etc, click PUSH.

3. A menu will appear with options to print, email to the customer (confirming the email address), or show QR code on the screen - most often Show QR code will be chosen for POS terminals.

4. A QR code will appear on the screen for the customer to scan. Also, a print icon appears to print the QR code on the receipt.

5. Ask the customer to open the camera on their phone, then turn the screen to face the customer so they can scan the QR code.

The customer will be shown to the order in their fully secure account where they can add a tip (if that feature is turned on for the terminal), change or add a payment method (credit card), and add a note before clicking Complete Order.

The tip feature is optional. For details about the tip feature see this article.

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Virtual Terminals

1. Search for the customer in the POS

2. Create the order adding the desired products(s)

3. Once all the information has been confirmed: product, shipping if applicable, etc, click PUSH

4. A menu will appear with options to print, email to the customer (confirming the email address), or show QR code on the screen - most often Email a Magic Link... will be chosen for virtual terminals

5. The customer will receive an email to complete the order - 

Clicking the link will take them to the order in their account on the winery web site -

The tip feature is optional. For details about the tip feature see this article.