Run a card sale on the Roc Services mobile app

Roc Services mobile app

Use the Roc Services mobile app with your BBPOS Chipper 3X card reader to run a card-present sale.

Before you run a sale, turn on your card reader, and make sure you've paired the card reader to the mobile app. If you haven't paired your card reader yet, go to Chipper 3X Quick Start Guide.

To run a card sale, complete the following steps:

Step 1: Assign a customer to the sale

On the main screen, select .
(Optional) Search for the customer by their name, phone number, or email address.
From the list of customers, select the customer that you want to run a sale with.

Step 2: Add items to the order

When you run a sale, you can add one or more items to your order. There are two types of items you can add:

Quick Items - One-time items that you create and add to the order.
Catalog items - Commonly sold items that you've added to your catalog so you can reuse them across multiple sales.

Add Quick Items

For each Quick Item that you want to add:

From the navigation menu, select ..., and then select Quick Charge.
Use the keypad to enter the sale amount, and then select +.
Select Charge.

Add items from the catalog

For each item that you want to add from the catalog:

From the navigation menu, select ..., and then select Catalog.
Select the category that contains the item.
Select the item that you want to add to the order.
Select Charge.

Step 3: Run a card sale

Select Swipe / Insert.
When the prompt appears, ask the customer to insert, swipe, or tap their card.
(Optional) To send a receipt, select Share Receipt, and then select a receipt option:
- To send an email receipt:
  1. Select Email Receipt.
  2. Enter the customer's email address.
  3. Select Send Email.
- To send an SMS receipt:
  1. Select SMS Receipt.
  2. Enter the customer's phone number.
  3. Select Send SMS.