> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Point of sale — in-person and mobile payments

> Accept in-person card payments using Tap to Pay on iPhone, manage a product catalog from the mobile app, and process sales on the go.

The HoopAI Platform includes a built-in point-of-sale system within the mobile app. You can browse your product catalog, build a cart, apply discounts and taxes, and collect payment in person — all from your iPhone. Tap to Pay on iPhone lets you accept contactless cards, Apple Pay, and Google Pay without any hardware.

<Note>
  Tap to Pay on iPhone requires Stripe Connect to be active in live mode on your account. Square can also be used for in-person payments with or without physical Square hardware.
</Note>

***

## What is point of sale in HoopAI?

The POS system in the HoopAI mobile app gives you everything you need to sell in person:

| Feature             | Details                                                                  |
| ------------------- | ------------------------------------------------------------------------ |
| Product catalog     | Browse and search all products synced from the web app                   |
| Cart                | Add multiple products, adjust quantities, and apply line-level discounts |
| Tax calculation     | Tax rates you configure in the web app apply automatically at checkout   |
| Tap to Pay          | Accept contactless cards, Apple Pay, and Google Pay via iPhone NFC       |
| Cash payments       | Track cash sales, enter amount tendered, and calculate change            |
| Transaction history | All POS sales sync to Payments → Transactions in the web app             |

***

## Requirements

Before using the POS system, confirm you have the following:

* The HoopAI mobile app installed on an iPhone
* A HoopAI account with Payments enabled
* Stripe Connect active in **live mode** (required for Tap to Pay)
* For Square-based in-person payments: Square connected in **Payments → Payment Integrations**

<Warning>
  Tap to Pay on iPhone is only available in live mode. Test mode Stripe connections cannot activate the NFC reader. Make sure your Stripe account is fully verified and switched to live mode before attempting setup.
</Warning>

***

## Accessing the POS product catalog

<Steps>
  <Step title="Open the HoopAI mobile app">
    Launch the HoopAI app on your iPhone. Make sure you are logged in to the correct account.
  </Step>

  <Step title="Open the menu">
    Tap the **hamburger menu** (the three-line icon) in the top-left corner of the screen.
  </Step>

  <Step title="Tap Products">
    Select **Products** from the menu. This opens your full product catalog, including all products created in the web app.
  </Step>

  <Step title="Browse or search">
    Scroll through the list or use the search bar to find specific products. Products are organized by name and include pricing.
  </Step>
</Steps>

<Tip>
  Products created in the web app at **Payments → Products** are automatically available in the mobile app. There is no manual sync required — the catalog is always up to date.
</Tip>

***

## Setting up Tap to Pay on iPhone

Tap to Pay turns your iPhone's built-in NFC chip into a contactless payment reader. No additional hardware is needed.

<Steps>
  <Step title="Verify Stripe is in live mode">
    In the HoopAI web app, go to **Payments → Payment Integrations** and confirm that Stripe shows as connected in live mode (not test mode).
  </Step>

  <Step title="Open mobile app settings">
    In the HoopAI mobile app, tap the **hamburger menu** and go to **Settings → Payments**.
  </Step>

  <Step title="Enable Tap to Pay">
    Tap **Enable Tap to Pay**. The app will redirect you through Stripe's activation flow.
  </Step>

  <Step title="Complete the Stripe prompts">
    Follow the on-screen Stripe prompts to activate Tap to Pay on your device. This is a one-time setup per device and typically takes under two minutes.
  </Step>

  <Step title="Confirm activation">
    Once complete, the Tap to Pay option will appear as a payment method when you process a sale. Your iPhone can now accept contactless card payments, Apple Pay, and Google Pay in person.
  </Step>
</Steps>

<Note>
  Tap to Pay activation is tied to your specific iPhone. If you or a team member uses a different device, the activation process must be repeated on that device as well.
</Note>

***

## Processing a sale with POS

<Steps>
  <Step title="Open the product catalog or POS screen">
    In the mobile app, tap the **hamburger menu** and select **Products** (or **POS** if it appears directly in your menu).
  </Step>

  <Step title="Add products to the cart">
    Tap each product you want to include in the sale. Each tap increments the quantity by one. The running cart total updates in real time at the bottom of the screen.
  </Step>

  <Step title="Adjust quantities if needed">
    Tap the quantity next to any product in the cart to type in a specific number, or use the plus and minus buttons.
  </Step>

  <Step title="Apply a discount (optional)">
    Use the **discount slider** at the bottom of the cart screen to apply a percentage discount across the entire order. The discounted amount is shown before you proceed.
  </Step>

  <Step title="Review the cart summary">
    The cart summary shows:

    * Subtotal before tax and discount
    * Discount amount (if applied)
    * Tax amount (based on the rates linked to each product)
    * Total amount due
  </Step>

  <Step title="Tap Charge">
    Tap the **Charge** button to proceed to the payment method selection screen.
  </Step>

  <Step title="Select the payment method">
    Choose how the customer is paying:

    * **Tap to Pay** — for contactless cards, Apple Pay, or Google Pay
    * **Cash** — for cash payments; enter the amount tendered and the app calculates change
    * **Record manually** — to log a payment collected outside the app
  </Step>

  <Step title="Complete the payment">
    For **Tap to Pay**: hold the iPhone near the customer's card or device. Payment processes instantly when the NFC signal is detected. A confirmation screen appears on success.

    For **Cash**: enter the amount the customer hands over. The app displays the change due. Tap **Confirm** to record the sale.
  </Step>
</Steps>

<Tip>
  If a customer wants a receipt, an email receipt is sent automatically when their contact record includes an email address. Make sure your contacts have email addresses saved to enable this.
</Tip>

***

## Adding taxes to POS products

Taxes applied at POS are based on tax rates linked to each individual product. You must set up tax rates in the web app first, then attach them to products.

<Steps>
  <Step title="Create tax rates in the web app">
    Go to **Payments → Payment Settings → Taxes** in the HoopAI web app. Click **+ Add Tax** and enter the tax name, rate percentage, and any applicable tax ID. Save the rate.
  </Step>

  <Step title="Open the product in the mobile app">
    In the HoopAI mobile app, go to **Products** and tap on the product you want to configure.
  </Step>

  <Step title="Tap Tax">
    Inside the product detail screen, tap the **Tax** field.
  </Step>

  <Step title="Select the applicable tax rates">
    A list of your configured tax rates appears. Select all rates that apply to this product. Multiple tax rates can be linked to a single product — for example, a state tax and a local tax applied together.
  </Step>

  <Step title="Save the product">
    Tap **Save**. The next time this product is added to a POS cart, the selected tax rates are applied automatically.
  </Step>
</Steps>

<Warning>
  Tax rates must be created in the web app before they are available to assign in the mobile app. If you do not see a tax rate in the product settings, go to the web app and create it first.
</Warning>

***

## POS sales history

Every sale processed through the POS system is recorded as a transaction in the HoopAI web app.

* Go to **Payments → Transactions** in the web app
* Use the **Source** filter and select **POS** to view only in-person sales
* Transaction details include: date, amount, customer, payment method, and tax breakdown
* Refunds for POS transactions must be processed from the web app — see the Transactions section for refund instructions

***

## Using Square for in-person payments

In addition to Tap to Pay, the HoopAI Platform supports Square for in-person payments, including physical Square card readers.

<Steps>
  <Step title="Connect Square">
    In the HoopAI web app, go to **Payments → Payment Integrations** and click **Connect** next to Square.
  </Step>

  <Step title="Select your Square location">
    If you have multiple Square locations, choose the physical location that corresponds to where you will be taking in-person payments.
  </Step>

  <Step title="Assign Square to the in-person channel">
    Go to **Payments → Payment Integrations → Configure by channel** and assign Square to the **In-person** channel.
  </Step>

  <Step title="Use Square hardware (optional)">
    Connect a Square card reader to your device. Physical Square readers support chip and swipe payments in addition to contactless.
  </Step>
</Steps>

<Note>
  Square and Tap to Pay (Stripe) can both be configured simultaneously. The payment method selection screen at checkout lets you choose which to use for each transaction.
</Note>

***

## POS limitations

The POS system is designed for one-time, in-person sales. The following features are not available through POS:

| Unsupported feature                 | Where to use it instead                      |
| ----------------------------------- | -------------------------------------------- |
| Order forms                         | Web app — Funnels or Websites                |
| Subscriptions and recurring billing | Web app — Payments → Subscriptions           |
| Payment links                       | Web app — Payments → Payment Links           |
| Refunds                             | Web app — Payments → Transactions            |
| Coupon codes                        | Web app — order forms and payment links only |
| Tip collection on invoices          | Web app — Payments → Invoices                |

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Does Tap to Pay work on Android?">
    No. Tap to Pay on device is currently only available on iPhone using Stripe's NFC integration. Android users can accept in-person payments by connecting a physical Square card reader to their device via Bluetooth or the headphone jack.
  </Accordion>

  <Accordion title="Can I use a physical card reader with HoopAI?">
    Yes, through Square. Connect Square in **Payments → Payment Integrations**, select your Square location, and pair your Square hardware. The Square reader supports chip, swipe, and contactless payments. Tap to Pay uses the iPhone's built-in NFC and does not require any external hardware.
  </Accordion>

  <Accordion title="Are products I create in the mobile app visible in the web app?">
    Yes. All products sync across web and mobile in both directions. A product created or edited in the mobile app will appear in the web app at **Payments → Products**, and vice versa.
  </Accordion>

  <Accordion title="Can I process refunds from the POS mobile app?">
    No. Refunds must be processed from the HoopAI web app. Go to **Payments → Transactions**, find the transaction you want to refund, open the three-dot menu, and select **Refund**. The refund is sent back to the original payment method.
  </Accordion>

  <Accordion title="Does POS work offline?">
    No. An active internet connection is required to process POS payments. Card authorizations, Tap to Pay processing, and transaction recording all require a live connection to Stripe or Square's servers.
  </Accordion>

  <Accordion title="Can I print receipts from POS?">
    Email receipts are sent automatically to customers who have an email address saved in their contact record. Bluetooth receipt printer support depends on your Square hardware setup — Square-compatible receipt printers can be paired through the Square ecosystem.
  </Accordion>

  <Accordion title="Is there a transaction limit for Tap to Pay?">
    Stripe may impose contactless payment limits, which typically range from $250 to $500 per tap depending on your region and card network rules. Check your Stripe dashboard under **Settings → Payment Methods** for the limits that apply to your account. Transactions above the contactless limit may require the customer to insert or swipe their card instead.
  </Accordion>

  <Accordion title="Can I apply coupon codes in POS?">
    No. Coupon codes are not supported in the POS cart. You can manually apply a percentage discount using the discount slider at the bottom of the cart screen. Coupon codes are available on order forms and payment links in the web app.
  </Accordion>

  <Accordion title="What happens if a Tap to Pay transaction fails?">
    If a contactless payment fails, ask the customer to try again or offer an alternative method such as a physical Square reader or manual cash recording. Common causes of failure include an unstable internet connection, a card that does not support NFC, or a contactless limit being exceeded.
  </Accordion>
</AccordionGroup>