Getting Started with Card Reader

1 Charge the card reader in any USB port

Every charge holds 200 - 400 swipes.

Note: Don’t worry about turning on Card Reader’s BlueTooth just yet. It needs to be connected within Joist (not through Bluetooth in iOS Settings)



2 Create a new payment on an invoice.

Payments > New > Process Credit Card


3 Enter payment amount & connect to reader via BlueTooth

Ensure BlueTooth on both phone and card reader is on.


4 Insert or swipe the credit card

If your client pays with an EMV or "chip card," you'll need to insert rather than swipe.


5 Collect signature & email receipt

Email your invoice to your client to send them the payment receipt.


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