📚 Guide Library

Taking Payments & Point of Sale Guides

Here are my Taking Payments & Point of Sale guides — 25 in all. Every one is written in plain English, researched and reviewed by me, and free to read, print, or share. And if you'd rather not set it up alone, that's exactly the kind of visit I do every week.

All 25 Taking Payments & Point of Sale guides

Free to read, print, or share — no sign-up, no email. Every one written and reviewed by Bill.

A Craft-Fair and Farmers' Market Kit — Reader, Signal, Power and Signs Read the guide → Card Readers and Terminals — Countertop, Handheld or Phone? Read the guide → Card Testing, Fake Refunds and Overpayment Scams Aimed at Merchants Read the guide → Chargebacks — Fighting a Dispute and Winning Read the guide → Customer Displays, Kiosks and QR Ordering — Do You Need Them? Read the guide → Deposits and Recurring Payments — Cards on File Done Safely Read the guide → Donations and Dues — Card Readers for Churches, Clubs and Fundraisers Read the guide → End-of-Day Reports — Closing Out, Counting Cash and Catching Mistakes Read the guide → Gift Cards and Store Credit for a Small Shop Read the guide → Invoices and Payment Links — Getting Paid Without a Card Reader Read the guide → Ohio Sales Tax in Your Point of Sale — Rates, Exempt Items and Reports Read the guide → Reading Your Processor Statement — Finding the Fees You Can Cut Read the guide → Receipt Printers, Cash Drawers and Scanners — Getting Them Connected Read the guide → Selling Online and in Person — One Catalog, One Set of Books Read the guide → Square, Clover, Toast or Shopify? Matching a System to Your Business Read the guide → Surcharges and Cash Discounts — The Rules Before You Add a Fee Read the guide → Switching Processors — Moving Items and Customers Without Losing Them Read the guide → Taking Venmo, Zelle or Cash App as a Business — What's Allowed Read the guide → Terminal Leases and 'Free' Equipment — Contracts to Walk Away from Read the guide → The Card-Security Questionnaire — What the Smallest Merchants Must Do Read the guide → The Network Your Register Runs on — Wired, Wi-Fi and Kept Apart from Guests Read the guide → Tip Screens and Tip Reports — Set up Without Annoying Customers Read the guide → What Card Processing Really Costs — Rates, Fees and Fine Print Read the guide → When the Internet Goes Down — Taking Cards in Offline Mode Read the guide → Where's My Money? Deposit Timing, Holds and Reserves Read the guide →

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