Take an In-Person Payment

Use Pay on reader when the member is present and ready to pay by card. The reader flow can also offer Interac debit for a Canadian school. The charge is linked to the invoice, so check the invoice balance before you begin.

Start the payment

1. Open the member’s invoice. If it is a draft, open it before charging.
2. Check the balance due and the Charges section. If a charge is still processing, wait for its result rather than starting another one.
3. Select Charge, then choose Pay on reader.
4. Select the reader. If more than one is registered, confirm the label matches the device in front of you.
5. Confirm the amount. For a partial payment, enter only the amount being collected.
6. If needed, select Send receipt email and confirm the email address.
7. Select Charge on Reader and ask the member to present their card or, if offered, Interac debit card to the reader.

Confirm the result

Keep the invoice page open while the reader payment is processing. Wait until Kanri reports the result, then review the charge in the invoice’s Charges section:

• A successful charge reduces the invoice balance by the amount received.
• A partial payment leaves the remaining balance due.
• A failed charge does not count as money received.
• A processing charge is not a final result. Do not repeat the payment until you have checked whether it succeeded or failed.

If you need to leave the page, use the available background-wait option and return to check the status before starting another attempt.

If the reader option is unavailable

The reader option requires terminal setup and at least one registered reader. Check Settings → Terminal and follow Set Up a Card Reader. If the device is listed but unavailable, review its status and contact Kanri support if you cannot resolve the connection.

For cash, saved payment methods, payment links, or recording a payment collected elsewhere, see Collect a Payment.