In-Person Payments

Kanri can start an in-person card payment on a reader connected to the school’s Stripe account. The reader sends the payment result back to the invoice in Kanri; wait for that result before starting another attempt.

Set up the reader

1. Confirm the school’s Stripe account is connected and the school address is up to date.
2. Go to Settings → Terminal and select Set Up Terminal if the location has not been configured.
3. Register a reader using its registration code and give it a recognizable label.
4. Set a default reader if staff should normally use the same device.

Kanri’s terminal setup screen directs schools to contact support to arrange purchasing a reader. See Set Up a Card Reader.

Take an invoice payment

1. Open the member’s invoice and select Charge.
2. Choose Pay on reader.
3. Select the reader, confirm the amount, and choose whether to send a receipt email.
4. Start the charge and let the member present their card to the reader.
5. Wait for Kanri to show the final result. Check the invoice’s Charges section afterward.

Do not start a second charge while the first is processing. If the reader payment fails, review the charge status before trying again. See Take an In-Person Payment.

If reader payments are unavailable

The Pay on reader option is unavailable if terminal payments have not been set up or no readers are registered. Go to Settings → Terminal to review the setup, reader status, and default reader. Contact Kanri support if the school needs a reader or cannot complete setup.

For other ways to collect or record payment, see Collect a Payment.