Charge with Tap to Pay

With Tap to Pay you take cards without a terminal: the customer holds their card, or their phone, near yours. The Recaudo app does it; Recaudo is the payments platform that works alongside Nori. Nori hands it the charge with the amount already in and, when the customer pays, the payment reaches Nori by itself, applied to the invoice.

What you need

• Your administrator connected Recaudo in Integrations › Recaudo. If so, there is nothing for you to set up.
• The Recaudo app on your phone, signed in.
• Card payments in person turned on in your Recaudo account.

Payments and banking › Recaudo payments shows what is ready in your company.

Charge an invoice

1. Open the invoice or delivery to charge. It has to be posted and have a balance.
2. Press Tap to Pay, next to Collect.
3. On a phone, Recaudo opens with the amount. On a computer a code appears: scan it with the camera of the phone that has Recaudo.
4. Ask the customer to hold their card or phone near yours.
5. When it is done, Recaudo takes you back to Nori and you see Charge recorded. See payment opens the payment that was made.

Nori's screen waits by itself while you charge. If you see Recaudo charged it. Recording the payment in Nori…, wait a few seconds: the payment is on its way.

Charge a customer's balance

On the customer account, next to Payment link for the balance, press Tap to Pay. The payment applies to their open invoices in the order your administrator chose, like a balance payment link.

How the payment is recorded

• It is an incoming payment with Recaudo's payment method and the Recaudo tag, without going through the register.
• If you stamp CFDI and the invoice is PPD, the payment complement is stamped by itself.
• It goes to your ERP like any other payment.

If something does not work

• I don't see the Tap to Pay button: Recaudo is not connected, or your user cannot receive payments. Check Payments and banking › Recaudo payments.
• "Your Recaudo account cannot take cards in person yet": your administrator has to turn on card payments in Recaudo.
• "The charge was cancelled or expired": a charge lasts one day. Press Tap to Pay again.
• The code opens nothing: scan it from the phone that has the Recaudo app installed.