Run a keyed card sale on the Roc Services mobile app

Roc Services mobile app

Use the Roc Services Mobile App to run a card sale by entering the card details manually.

To run a keyed card sale, complete the following steps:

1. (Optional) Assign a customer to the sale
2. Add items
3. Run the sale

(Optional) Step 1. Assign a customer to the sale

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

Step 2. Add items

When you run a sale, there are two ways to add an item to the cart:

• Quick Charge - Dollar amount that you enter for each item and add to the cart.
• Catalog - Items from your catalog that you add to the cart.

Note: Before you add a catalog item to the cart, you must set up your catalog. For more information about how to create a catalog item, go to Set up your catalog.

Add a Quick Charge item

1. From the Quick Charge screen, use the keypad to enter the dollar amount that you want to charge the customer, and then select +.
2. Select .

Add a catalog item

For each item you want to add to the cart, complete the following steps:

1. Select , and then select Catalog.
2. Select the category that contains the item.
3. Select the item to add it to the cart.
4. Select .
5. Select .

Step 3. Run the sale

1. From the list of payment methods, select Manual Entry.
2. Enter the card details.
3. Select Pay Now.
4. (Optional) To send a receipt, select Share Receipt, and then select a receipt option:
   • To send by email, select Email Receipt, enter the customer's email address, and then select Send Email.
   • To send by SMS, select SMS Receipt, enter the customer's phone number, and then select Send SMS.

Related articles

• Run a keyed card sale in Roc Services
• Run a sale with saved payment details in Roc Services