How to use a Zettle credit card reader - in-depth overview
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- เผยแพร่เมื่อ 25 มิ.ย. 2024
- I used Zettle to take credit card payments from customers for about 3 years. Using a card reader transformed how I do business and got cash flowing more quickly. In this video I'm giving you a full guided tour of Zettle, showing you how to configure everything, setting up receipts, issuing refunds and looking at a couple of the more advanced features.
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#Zettle #CreditCard #SmallBusiness
Hey folks! Since PayPal took over iZettle they don't support this channel any more. If you'd like to consider a different card reader give Tide a try. Here's a link rebrand.ly/sbt-tide-cardreader or use code SBTPOS. More info here: www.tide.co/features/card-reader/
Thank you!! 👍👍
Fantastic thank you I've just bought the izettle at that price, buzzing can't wait to get it, 3 days to delivery 🙂
Yeah, thanks, still works. Saved a tenner, I'll buy you a pint if I bump into you ;-)
How quickly can i access my money with this POS service ive been using PayPal here which gives me instant access to my money and I'm looking to switch to this but does this do the same?
Thank you - the link still works and I'd rather you get the affiliate link rather than a faceless website!
Thank you so much for the discount, I’ve just ordered one 🥳
You're an absolute star. Very thorough and clear instructions. Thank you
Great video. Thanks for the tip. I just ordered mine and can’t wait to use it.
Great stuff - best of luck! 👍
Spot on! Very helpful - it makes you wonder why Zettle themselves don't provide such a great tutorial 👍👍
Thank you for this video, it's very clear and helped us make a decision about which card reader to go with.
Wow, I have been trying to find the right tool to take payment for my business, I think I just did!!
Thank you.
Great video - really well presented, plenty of info and very helpful - thanks lots.
I have my first summer fayre coming up, thanks for explaining everything so clearly.
Thank you that was a very good description. I think that this would be perfect for the craft objects that I sell . I will now press the link and order one
Thank you so much for this. Very clearly explained and has helped me so much with my new zettle app.
Just received mine today.
Thank you for this video.
Great help in using my Zettle. Thank you very much.
great video! Thank you for your great into !
Thankyou for the discount !! Amazing
Thanks for the great info, just used your link and ordered one ready for when I start trading 👍
Awesome stuff - best of luck with your business Wayne! 👊
I would love to see a video on what we can claim as a sole trader around transport. Vans, diesel and road tax etc
Great tutorial. I am now set up and ready to trade. Many thanks
Thanks for a great and clearly explained video.
No worries! 👍
Great channel, well done.
Thank. you! So well explained!
Brilliant video. Thanks.
Thank you, I found this very useful.
Thank you for the information I will make the best use of it
Thanks for that, dude!
Very Informative thank you
Super handy and easy to use
Thinking about getting one when I start up my mobile barbering business in the next year or so
Thank you so much for this video. I thought the link wouldn't work because your video is a year and a half old, but I tried it and it worked. I now have my card machine and you talked me through setting it up and I now have very professional looking receipts thanks to you. Thank you for such a clear explanation of everything. xxx
No worries - glad you got sorted!
Wow what a fantastic video. I’ve just got one for my business so this has been really helpful, thanks.
Brilliant thank you so much
Great information! Exactly what I was looking for. Thank you. I don’t suppose you’d know the answer to this, but it’s worth a try.... Do you know what happens if someone was to phone their bank and dispute the transaction - let’s say they don’t recognise the transaction. Would the bank contact you direct and query the dispute before reversing the payment?
Great video. For example if I wanted to use the card reader for my football team and then my dads business do we have to buy seperate I zettles it can have more then one business on one account and one card.
Thanks, very helpful! I have two card readers for my business, for two different delivery drivers to use on the same day, but only seem to be able to link one to the app at a time. Is it possible to have them both linked and simply choose between them? Thanks again
Very comprehensive video. Izettle should be paying you for this. I have Izettle and the only problem I have is with my BT phone which sometimes will not connect. Is it possible to download and use the app on a second mobile phone system like sky or EE, and have this as a backup.
thanks for the video
Hello, if the person pays me in the POS, will the money go to my PayPal account or where will it go exactly?
Thankyou for your video.
Can I take phone payments with this system?
Thank you so much, john tenuto
Thank you
Great video and information - shame I Zettle don't do something similar
Nice video man, really helpful for anyone of any technical capability level. Using the affiliate link, and subscribed to the chanel. One peice of advice, for the parts where you're on your phone, it's much more consumable if you use an application to directly record the screen's input. For Android, I'd highly recommend AZ Screen recorder.
All the best mate :P
Thank you and glad you found it useful! 👍
Thanks ❤❤❤
to create an invoice (or set up payment system for client), which one would you use? Izettle? Tide? or Xero?
thank you
geat video. can you setup so that you get the money sent to your paypal?
Would have be nice to understand how the chard machine works, ie through phone, do you need the phone with the reader all the time, is it wifo or bluetooth??
Although you showed Clever Cakes appearing on the receipt, what appears on the bank statement? Clever Cakes or the bank account name that the payment went to?
Great video, and at least in America they're still giving the discount on your 1st reader.
Hi! I am located in the US. Is it possible to use your link to purchase the Zettle from UK? I would love the discount. However I am not sure if it is compatible here or if there are any differences or limitations? Thank you!
I've ordered one, I'm excited to get it for my business where I want to try a mobile payment option.
Hopefully you get a little kick back mate, love to support where I can as the video was helpful and your other tax and new business vids are very helpful too. Best wishes bud
Thanks Rich - much appreciated and best of luck!
I was thinking of getting this for my job as a driving instructor this seems quite good but can you set it up instead of like placing all the products on just like charge the customer the amount you normally charge can you do that and also how do you get access to all the money ? Hope any of you guys can help me thanks
Hi, can you use it for card payments over the phone when customer is not present?
Where is the best place to buy barcodes for your products for use with the iZettle card reader?
I Actually bought two of these after watching this video 😎👊 one for me and one for my wife 🔥🔝cheers man 🤜 great presentation ⚡️
I’m a mobile electrician, my invoices are made in quickbooks, they are usually eg 25£ labour 3£ sundries and quickbooks adds 20% vat. How do I collect payment with Zettle, do I have to make a Zettle invoice in the app that duplicates the qb invoice and add the vat as a product. Sounds a bit clunky so I’m wondering how to do it, thanks
Hi
I just wonder do Zettle has any reward for the customer at all?
Thank you!
Hi Andy, very informative. One question, are the Izettle fees tax deductible? Cheers Tim
Hi Tim - absolutely in my view! I classify them as banking fees. Obviously double check with an accountant. 👍
I would like the first gen reader because it still has a magstripe reader on it. Really stupid they removed it in the newest version since I still deal with people who only have cards that don't have a chip in them.
Hello, can I set a fixed fee, e.g. 5f, so that each next person can only pay without entering the amount again by me?
Got mines the other day for £19!
hi pal, Great video, if you have other staff that use the card reader can they set up their own bank account to their log in or the money goes to one account?
I think you can only have one linked bank account. In that scenario I would just set up separate accounts on iZettle. 👍
If we use a mobile phone or tablet to use the app do the devices need to be cellular?
on pay pal here you have the option to have the customer signature, not here?
Can you use Izettle to accept payments over the phone ? thanks great video !
No but you can issue a remote payment link - more info here: smallbusinesstoolbox.uk/izettle-remote-payments/ 👍
hi there, on the menu I do not see the option "payment links" - do you know why this is? thanks
can you charge an amount inputting the card numbers and details?
Great video! Have one question I can’t figure out. Is there any way to make the card reader to stay turned on? It turns off automatically after being unused for a couple of minutes. Do you have any tips on that?
Hello, if the person pays me in the POS, will the money go to my PayPal account or where will it go exactly?
How much internet do you need on your phone to run it for a day. Just wondering if I need to up the internet on my phone ? Thank you great informative video btw
Hi - hardly any. I've used it for full day exhibitions at the NEC just using my phone's 4G data connection since the wifi was terrible. Worked perfectly. 👍
Thank you for this. How do you set up a tap to tip option for a fixed amount let’s say for a busking person. Also can this be used elsewhere in Europe? Thanks again
I replied to this question above, so … You’ve probably solved this after all this time, but someone like me could be coming new to this helpful video and scrolling through the comments. I received my iZettle 2 last week. Amazingly it’s still the only card reader I know that allows repeat payments. As a busker myself I wouldn’t want to stop mid-song to take a card payment! I phoned the company (as listed in the app’s support option) and they added the repeat payment function at their end. The option appeared on my app after a couple of days. I don’t think you can set it up without phoning Zettle/PayPal.
can you still get the one with the swipe
Is it possible to buy one, even if you are not in to business?
thanks for the video,maybe is a silly question but, how the customer will get the receipt?do i have to tipe their email adress on my phone? as for the till i'm using windows OS and for card i will use IOS.thank you again for the video!
I believe you can send receipts to their phone or email.
great video, as an Uber driver and private taxi driver I need to produce receipt's with the postcodes on from and too, can I do this through invoice or another section?
Hello, if the person pays me in the POS, will the money go to my PayPal account or where will it go exactly?
iZettle is now just Zettle. I don't have any option to create receipt information like you show in this video....
New to this as I've always taken cash but...as a market trader I'd like to see an option to turn off contactless and have chip and pin only as I would lose merchandise and money if someone used a stolen card with contactless, what do you think?
I *think* you can just ask them to do chip & pin, but don't hold me to that. 👍
My is not connecting to my phone. Any recommendations please???
Great
This is so helpful. I already got mine and just had wee multi-lingual books so was not using it. BUT got a query - when there is someone wanting to pay remotely - when I click on Payment Links a screen comes up that looks nothing like what is in the video. Shows 2 columns, one Paid and one Unpaid. On Paid one it gives me option to send a refund... makes me think you maybe have to set payment up and then click on payments links. See how great it is to talk to someone ;-)!!
yep, it works. this has turned night in to day for iZettle and me. What a match maker you are. Massive thanks...!! All I can do is recommend you - infact I will share now!!
Silly question but just double checking - at the receipt stage if the customer doesn’t want a receipt can you just click done without selecting one of the receipt options?
Yup! 👍
I have been thinking about getting one on a basic pay as you go use, question is the 1.75% per transaction or can you set it up say on a lump sum at the end of the week.
It's per transaction - the amount that hits your account is the gross sale figure minus the 1.75%. 👍
@@SmallBusinessToolbox as far as I know in the States they can claim the 1.75% off the taxes, they pay between 2.99% for debit and 3.99% for a credit card.
Just got mine ordered (still £19 via the link). Quick question: how do you record this in your books (ie do you just show the total monthly fee charged, or record each invoice with the fee against it and net received? Hope that makes sense!
I log the net sale amount (the amount that actually hits my bank account - call that A) and I log what the original gross sale value was (call that B). I deduct A from B and that gives the fee charged per transaction. I then add up all the fee charges at the end of the year and include that as a lump sum expense. So I just use a total but I have it down to per-transaction if needed (very unlikely). There's probably a report in iZettle that gives you this info. but I haven't checked. 👍
Small Business Toolbox cheers Andy, makes perfect sense 👍.
Absolutely brilliant review very professional I have a question is there any device on the market that can take payments directly to PayPal and bypass banks? Does Paypal here do that?
Thank you in advance
dose it show you their info and pin
Hi there, very informative video!I have a quick question: One of the steps when you sign up is them asking you to send documents such as proof of address, passport etc. They sent me back an email saying my registration is denied. I am not sure why as I sent them everything they needed. Can I still purchase the card reader and start with my business or they won't let me use their card machine/won't get payed. I've already download the app and signed up. I am a bit confused.
did you ever figure this out?
@@pouncerminned863 I went for the SumUp reader instead. They never ask you for documents and it worked great for me for months. Izettle seemed too complicated.
receipt by email: at what point do you take customer's email address?
If I am selling items, and I run out of stock; do you know the best way to take a payment for an order? I specifically mean how can I have size, color, shipping address, and all that information?
Hello, if the person pays me in the POS, will the money go to my PayPal account or where will it go exactly?
so, I understand that this video is 4 years old, I just got a zettle (still working on getting set up) and I just want to know what the keypad on the device is for? I chose zettle because I thought I'd be able to punch the price in on the keypad, but NOTHING I've looked at shows anyone ever touching the keypad buttons. Is it just for show?
They keypad is for the customer to enter their PIN. Everything is done via the app on your phone. 👍
Hello, Andy I just order the card reader via your link and I need mobile printer as well but I can't order it . I don'r really understand why ,but its say error. Can you help please ? P.S. you make amazing job . I always follow your suggestions . Thank you.
Hi - you're really need to contact iZettle directly. I think their e-mail is help.uk@izettle.com 👍
Hey do you know if I send the payment into a savings account as I don’t have a business account thanks
Hi - think it works with any account.
Hi andy great video do you ever get cusotmers moan about the charge on it just wondering if they do. Obviously know they can just do a bank transfer if so
You're not allowed to charge extra for credit cards these days, so I just make sure the price includes enough to cover the charge, regardless of the payment method. 👍
Cheers andy have a good xmas by the way. Hope u go maker central again might of started my kitchen cabinets by then
Hi looking into one of these but if getting a payment from another location (me: derby - customer: greece)
How would they make payment as cant use card
Thank you
These are really designed for predominantly face-to-face payments. You can issue and invoice or payment link so the customer can pay remotely. Really depends on what you're selling / your business model. 👍
I'm a busker, and occasionally do carboot sales. I have an iZettle2. As I don't have a list of products and prices, how do I enter a fixed busking tip or a negociated price on the spot? I can't find that on my app.
You’ve probably solved this after three years, but someone like me could be coming new to this helpful video and scrolling through the comments. I received my iZettle 2 last week. Amazingly it’s still the only card reader I know that allows repeat payments. As a busker myself I wouldn’t want to stop mid-song to take a card payment! I phoned the company (as listed in the app’s support option) and they added the repeat payment function at their end. The option appeared on my app after a couple of days. I don’t think you can set it up without phoning Zettle/PayPal.
how can i keep record of cash transaction? please help.
Thank you for this video...however, you stopped short on the part I need to learn...how to insert the actual card into the machine! LOL! If the card has a chip, which way do I insert it? I cannot locate ONE video or even anything in writing that explains this. Appreciate your help...
Chip end into the bottom of the reader with the front side of the card facing up
@@jamesmawdsley7306 Thank you!🙏
🙌🏽🙌🏽🙌🏽
how long dose it take money arrive in to your bank account,after transaction?
Normally a couple of days for me. 👍
help please, ive just got izettle 2 conneted first time, then says surcharging so then press start button and get BLE 8ee on card reader what do i need to do as wont connect
did you ever solve this?
Cash is definitely not dead. Even a year later. Tons of customers at my job would complain if they couldn't use cash or a check, because they hate anything that requires their personal info to be online. Basically any form of electronic payment. Some customers have even said that its illegal not to take cash.(They're wrong, but not going to argue with them) I myself am the exact opposite. I never carry cash. Lol
Cash isn't dead, but people still expect to be able to pay with card.
Its important to offer both methods, and the Zettle POS system does offer cash payment as an option.
how can I transfery the money to my back account please !!!! help me
Can this work in jamaica?
Do they charge different fees per transaction if you send payment links ?
Yes, 2.5% for links, 1.75% from the reader