With Aufinity, you can start card payments at the smartkasse with just one click directly from the system – without the customer having to scan a QR code or present an email invitation. This ensures a smooth process for spontaneous on-site payments, customers without stored contact details or walk-in customers at the service desk. Find out here how to trigger the process correctly, guide the customer through the 10-second time window at the terminal and record the successful payment in real time.
💡 The most important points at a glance:
- Direct initiation by clicking: The payment process is initiated by the service staff in Aufinity and immediately transferred to the card terminal.
- No QR code required: Perfect for customers without a smartphone, without an email address or for spontaneous visits to the workshop.
- 10-second activation: After clicking in Aufinity, the card payment must be started on the Card Reader within 10 seconds.
- Immediate confirmation: After clicking “Done”, the status is automatically synchronised in Aufinity and confirms receipt of the payment.
Step-by-step instructions
- Log in to Aufinity: Log in to Aufinity with your user credentials and, if necessary, select the relevant organisation or your business location.
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Open the customer transaction: Use the search bar to search for the customer (e.g. by name, registration number or transaction number) and open the required transaction.
- Ask the customer to go to the smartkasse: Ask the customer to stand by the smartkasse terminal, have their payment card ready and wait for your signal.
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Start the payment process in Aufinity: In the transaction, click the button to start payment via the smartkasse and immediately give the customer the signal. Note: From this moment, the customer has 10 seconds to hold or insert the card at the Card Reader.
- Have the card payment carried out: The customer sees the amount due directly on the Card Reader display and pays with their debit or credit card. (Note: The screen of the smartkasse remains dark during this process; interaction takes place exclusively on the Card Reader).
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Complete the transaction in Aufinity: As soon as the customer has successfully completed the payment at the terminal, click the “Done” button in Aufinity to finalise the process.
📌 Important note: Inform the customer before clicking in Aufinity to have their payment card ready in order to avoid a timeout after 10 seconds on the Card Reader. After clicking “Done”, it may take a few seconds for the confirmation to become visible in Aufinity. If necessary, simply refresh the page in the browser (F5), rather than accidentally triggering the payment process twice.