Credit Card and ACH Payment Entry
SurePay turns an Android phone or tablet into a mobile workspace for entering new sales. Merchants begin with an amount, add relevant sale details, and choose between credit card and ACH payment paths. Card transactions include structured fields for the card number, cardholder name, security code, and expiration date, while a camera entry can help with supported capture steps.
This guided sequence is useful for counter service, field work, and other situations where a traditional desktop checkout is inconvenient. Because the app opens behind a merchant login, the payment tools are intended for authorized SurePay accounts rather than casual guest access. Once signed in, the step-by-step layout keeps the transaction flow focused.
Sales History and Transaction Filters
SurePay organizes sales activity so merchants can revisit transactions after a customer payment. The history area separates sales, voids, and refunds, making each type easier to review without mixing every record into one list. Transaction rows identify the card brand, masked last four digits, and amount, helping staff locate the correct payment while keeping the full card number out of the visible history.
Filters add another layer of control when the list becomes longer. Merchants can narrow sales by minimum and maximum amount, last four card digits, and a date range. This makes the app practical for answering customer questions, checking daily activity, or finding a specific charge before deciding whether it needs follow-up.
Refunds, Voids, and Decline Review
Approved and declined payments remain part of the merchant’s operational record, so SurePay can be used for more than collecting a new charge. Users can review transaction status and decline reasons, then use the available management paths to refund or void an eligible transaction. Keeping these actions near the history view reduces the need to search through separate tools when a sale must be corrected.
The distinction between refunds and voids is especially useful during customer service. A recent payment may need cancellation before settlement, while a completed charge may require money to be returned through a refund. SurePay gives merchants dedicated history tabs for both outcomes, creating a clearer audit trail for follow-up and reconciliation.
Tips, Surcharges, Signatures, and Receipts
SurePay supports checkout details that commonly appear in service and mobile-sales settings. Merchants can add a tip and apply a custom surcharge, including percentage-based charges, before finalizing the payment. These options help the recorded total reflect the actual sale instead of forcing staff to calculate adjustments somewhere else and re-enter only a single combined amount.
The app can also collect a customer signature on the mobile device and provide a receipt by email. Signature capture keeps confirmation inside the same workflow, while emailed receipts give customers a copy without requiring a dedicated receipt printer. Together, these features suit businesses that need a portable checkout process with clear payment details and practical proof of purchase.
