Before You Dive In
If you want to accept payments on the go using your phone, this guide shows you how to take in-person payments through the LeadConnector App in Ivorey™, including configuring payment options, processing transactions, and issuing digital receipts right from your mobile device.
This guide is perfect if you're looking to:
Accept in-person payments using the LeadConnector App
About the LeadConnector App
Our free LeadConnector app allows you to access the back-end of your Ivorey™ account in a light capacity. One of the great features popular with in-person service providers is the ability to create and process payments straight from your mobile phone.
Note: Currently Tap-2-Pay only works on iPhones (iOS 16 or later) or Android devices (8 iOS or later) with NFC capabilities within the United States. More locations are coming soon. However there are still other methods shown below that you can use to collect payments, no matter your location.
How To Take In-Person Payments via LeadConnector
Ensure the following is completed before jumping into the next steps:
Ensure your products are setup inside Ivorey™
Download the LeadConnector app from the Apple App Store or Google Play Store
Login to the LeadConnector app with your Ivorey™ credentials
Click here for the written steps
Click here for the written steps
Tap the ⚙️ (cog icon) next to it to open Settings > Payment Settings > click [Allow Tap to Pay on iPhone]
Tap the 💲 [Invoices] tab at the bottom of your screen. You can enter a custom amount or select an existing product from your Ivorey™ account
Tap [Add Customer] to link the sale to an existing contact. If the customer isn't saved type their phone number or email and the app will automatically create their profile
Add an optional discount
Choose the payment method:
If you're within the US, you can use Tap2Pay for iPhone. Your phone becomes a contactless card reader just have the client tap their card to your device
If you're not in the US, you can select Card Payment, and have your customer enter their card details then press Charge
You can also collect cash, bank transfer, PayID or any other method and then mark the payment as manually received
Tap Convert to Invoice to issue a digital receipt. Review the details, then select Send to share it instantly via email or SMS
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍