Accepting Transactions

After a cashier scans items and finalizes an order on the POS, the system should send a transaction request using Tap's Intent APIs. This request immediately alerts the linked payment terminal, displaying the transaction details for the customer to review and complete payment.

Prerequisites

Before starting the integration, please verify the following:

1. The merchant has been successfully onboarded to your POS platform.
2. Your POS platform has received the webhook events for merchant and terminal details.

Integration Steps

Step 1: Create an Intent

1. Call the Create an Intent API.
2. In the request, include:
   • The merchant and terminal details are obtained from the Connect webhook event.
   • The relevant order information and customer details, if the customer is enrolled in a loyalty program.

Once the customer completes the transaction on the terminal, Tap will automatically send the final transaction status to your POS system via the configured POST webhook URL.

Step 2: Cancel an Intent

After checkout is completed and a transaction is initiated, a customer may choose to pay with cash instead, or the cashier might experience a system error or connectivity issue. In any such scenario, the POS system can cancel the transaction before its status is finalized.

When a cancellation is requested, the system notifies the linked terminal, enabling the cashier to cancel the transaction directly from the POS interface.

To cancel an Intent:

1. Call the Cancel an Intent API.
2. Pass the intent_id that was returned from the original Create Intent request.