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Cash, Credit Cards, & Checks

 

In Pike13, you can choose which payment methods are available during checkout. Options range from fully integrated credit card processing to manual tracking for cash, checks, or third-party apps like Venmo. When selecting payment options, consider what’s most convenient for both your business and your clients, as well as how easily each method can be tracked through Pike13 reporting.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Enabling Cash and Check Payments

You can enable staff to record payments made by Cash or Check for in-person transactions.

  1. Go to Settings at the top of any page, then click Advanced Settings.

  2. In the right-hand menu under Checkout, click Accepted Payments.

  3. Toggle Options:

    1. Cash: Switch the toggle to the Green Checkmark to enable.

    2. Check: Switch the toggle to the Green Checkmark to enable.

Warning

Accepting Cash and Check Payments

Staff can sell clients a product paid for with any enabled payment method including cash or check.

Clients can only purchase online through their own accounts with a credit card or ACH account with Pike13 integrated payment solutions. They may also use account credit if there is a balance on their profile.

Enabling Credit Card Payments

To process credit card payments anytime, anywhere, you need a Celero or Stripe merchant account. When your account is activated and added to Pike13, you will be ready to process transactions for Visa, MasterCard, and Discover. Pike13 has merchant processing partners that support businesses based in the US, Canada, Europe, Australia, and the UK.

How to Activate:

  • New Customers: Your onboarding specialist will provide details on setting up your merchant account.

  • Existing Customers: Contact help@pike13.com for assistance with adding merchant processing.

Verifying Your Status:

  1. Go to Settings > Advanced Settings.

  2. Click Accepted Payments.

  3. Look for the Credit Card option:

    1. Green Checkmark: Processing is active and ready to use.

    2. Red X: Processing is inactive. Contact support for help.

Using Credit Card Readers

You can enter credit card information manually or use a compatible USB swiper to speed up checkout.

Compatible Hardware

Pike13 is only compatible with the following USB swipers:

  • MagTek (21040145)

  • MagTek (21073062) (PC primarily; may not work well on Mac)

Warning

Incompatible Devices

Chip readers or swipers provided by other processors (like Square) do not integrate with the Pike13/NMI Gateway. Only the specific MagTek models listed above are supported.

Enable USB Card Swiper

  1. Go to Settings > Advanced Settings > Accepted Payments.

  2. Check the box for Enable USB card swiper.

  3. Click Save.

  4. Plug the device into your computer's USB port.

  5. When swiping a card, your computer will ask you "What type of device is plugged in?". Click auto-detect.

Processing a Swiped Payment:

  1. On the checkout screen, select Swipe card under "Choose payment method."

  2. Slide the card through the reader.

Enter Client Card Info Manually

  1. Go to Clients > Client Profile.

  2. Click Manage Payment Methods.

  3. Enter the required credit card information manually.

Enabling External Payments

If you collect funds outside of Pike13 (e.g., via Venmo, Apple Pay, or Groupon), you can create a custom button to record these transactions for reporting purposes.

  1. Go to Settings > Advanced Settings.

  2. Click Accepted Payments, then click External Payment Systems.

  3. Click + Add Payment Method.

  4. Configure:

    1. Name: Enter the label (e.g., "Venmo" or "Groupon").

    2. Transaction ID: Choose whether to show a field for recording a transaction number.

  5. Click + Create.