Swipe or key-in on your computer or mobile phone.
After purchasing ROAMpay X, your receipt will contain printable instructions on what to do next. Your mobile phone (if compatible) will receive a text message containing a link. Just click on the link to initiate the download of the application to your phone. Once it's done, just check your application folder for the ROAMpay X icon.
Please note: Verizon, iPhone, and Android users can download the application from their app stores, but will still need to activate it. Follow instructions on your app's splash screen to obtain your activation key.
Virtual terminal on your mobile
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Step 1
Open ROAMpay X and login using your username and password.
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Step 2
On the main menu screen you can initiate a 'Credit Sale', 'Cash Sale', or choose from the other options. Enter the sale amount, along with any applicable taxes, and then click 'Calculate'.
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Step 3
Review the total before continuing.
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Step 4
Before accepting payment, you have the option of collecting customer information.
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Step 5
You can enter credit card information manually or you can initiate the swipe process if you have a ROAMpay Swiper. At this point you also have the option of recording transaction notes and/or your customer's email for accounting and receipt purposes. Click 'Submit Payment' to finish the sale.
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Step 6
Review the 'Receipt of Purchase'.
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Step 7
Finally, you have the option of having the card holder sign on the screen. Once you've clicked 'Done', you will be returned to the main menu screen where you can begin a new transaction.
Virtual terminal on your PC/Mac
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Step 1
Go to my.roamdata.com and login to your account.
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Step 2
Select the 'Launch Apps' button on your homepage. This will bring you to the Virtual Terminal page. Click on the 'Launch' button. Your app will be displayed in a separate popup window.
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Step 3
Login to your ROAMpay app and you're ready to start processing credit cards.
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Ease of Use
Your menu and navigation are identical to what's available on your cell phone app.
