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Collect payment with Tap to Pay

Use the Servinix mobile app to accept a contactless card payment on site. Tap to Pay uses your phone’s NFC reader as the terminal — no separate card reader hardware required.

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Before you start

  • Tap to Pay is available in the Servinix Go mobile app only. It is not available in the portal.
  • Stripe must be connected to your account and onboarding must be complete. Go to Settings → Payments in the portal to finish onboarding if needed.
  • NFC must be enabled on your device. On most phones this is on by default.
  • The customer’s invoice must have an outstanding balance.

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Steps

  1. Open the Servinix Go app on your phone.
  2. Navigate to the invoice for the job. You can find it under the Invoices section or from the job detail screen.
  3. From the invoice review screen, tap Continue to payment.
  4. On the payment screen, tap Tap to pay.
  5. The Tap to pay screen appears, showing the invoice amount and an NFC icon with the instruction: Hold card near the device to charge.
  6. Ask the customer to tap, insert, or hold their contactless card or device near the back of your phone.
  7. The screen shows Processing… while the payment is being authorized.
  8. When the screen shows Payment approved, tap Done.

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Result / verify

After tapping Done, you return to the invoice. The invoice status updates to reflect the payment received. Confirm the balance has been cleared before leaving the job site.

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Troubleshooting

  • NFC icon does not appear — check that NFC is enabled in your phone’s settings and that Stripe onboarding is complete.
  • Card tap is not detected — ask the customer to hold the card flat against the back of the phone, near the center. Remove any phone case if the tap is consistently not detected.
  • Payment declined — ask the customer to try a different card or use an alternative payment method such as a payment link.