You can collect payments directly on an iPhone with the Slate mobile app.

Installing the Slate mobile app

On an iPhone XS or newer, download the Slate mobile app from the Apple App Store.

📖 Further reading: Learn how iPhone securely handles transactions.

Activating Tap to Pay

📝 A Slate Administrator should be the first to activate Tap-to-Pay on iPhone and accept its terms.

Sign into your Slate database using the Slate mobile app.

Tap the Payment Terminal icon. The available payment accounts page appears.

Select Connect Tap-to-Pay on iPhone. If you are the first user in your database to do so, you’re prompted to accept the general terms for Apple Tap-to-Pay on iPhone. You also receive an introductory email from Apple. Subsequent users will not see nor be required to accept these terms.

Processing a payment

To set up Tap-to-Pay:

Select the desired Payment Account (i.e. the prompt value) and tap the Connect Tap-to-Pay on iPhone button when it appears. A blank payment entry page appears.

Enter the desired payment amount in the Amount field.

Enter any relevant information for the payment in the Memo field.

If desired, you can associate the payment with a person record with the Assigned Record field. This field uses a standard auto-suggest to look up records. You can also tap the QR code icon to open your device's camera for scanning an event or person QR code to tie the payment back to that individual.

⭐ Best Practice

Associating a payment to a record is encouraged, but is not required. We strongly recommend linking to a person record or entering enough information in the Memo field to associate with an individual person record after the fact.

With the desired information completed on the payment form, tap Collect Payment. A payment collection screen appears.

The payment screen shows the payment amount and indicates where to hold the NFC-enabled card or device.

Once the payment has been successfully captured, your device displays a confirmation, and the transaction is complete.

Your Slate mobile app automatically returns to the Payment Terminal page to process the next payment.

📖 Further reading: You can also use Payment Terminal to collect payments with dedicated point-of-sale hardware.