How to complete a sale in Converge with a connected card reader / PIN pad

To run a card-present sale in Converge with a connected card reader or PIN pad, click NEW PAYMENT, enter the amount, choose CREDIT CARD, SALE and INSERT / SWIPE, press START TRANSACTION, have the customer insert, swipe or tap, then press PAY.

  • Applies to: Converge (web user interface) with a Converge-supported card reader / PIN pad
  • You’ll need: Converge Connect installed and your card reader / PIN pad connected
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Before you start

Before you can run a sale using a Converge supported peripheral device, you will need to download Converge Connect and connect your card reader / pin pad.

How do I start the sale in Converge?

  1. Click on NEW PAYMENT
    Converge Payments page with an empty current batch and the green NEW PAYMENT button at top right
  2. Enter the sale amount in the Amount Section
  3. Under the Order Section, depending on the configuration of your account / terminal some options may vary.
    • Payment Type – select CREDIT CARD for a credit card transaction.
    • Transaction Type – select SALE
    • Entry Type – For card present transactions select INSERT / SWIPE
  4. Press on START TRANSACTION
    New Payment screen with $0.01 in Subtotal, CREDIT CARD, SALE and INSERT / SWIPE selected, and the START TRANSACTION button

The transaction amount will be sent to the card reader / pin pad and you should see the following screens displayed on Converge: 1- Card reader connecting and 2 – transaction ready for processing.

How does the customer present the card?

The card reader shows the amount and asks the customer to insert, swipe or tap the card.

  • If the card has an embedded microchip, insert the chip end of the card into the card reader with the chip facing up. Please note, the card must be inserted throughout the transaction.
  • If it is not a chip card, swipe the card
  • Converge supported devices also accept contactless transactions via card or mobile wallet such as ApplePay® or AndroidPay™. To use this feature, tap the card or mobile phone against the card reader / pin pad.

Once card is tapped/swiped/inserted accordingly the card reader / pin pad will display authorizing and on your Converge screen you will see 3 – Reading Card

Converge step 1 status, Sending transaction to card reader, with the reader showing Connecting and a CANCEL buttonConverge step 2 status, Please present card, with the reader showing Processing and a CANCEL buttonLink/2500 card reader screen showing Total: $0.01 and Insert, Swipe or Tap CardLink/2500 card reader screen showing Authorizing... Please waitConverge step 3 status, Reading card, with the reader showing Processing and a CANCEL button
What Converge and the card reader show while the card is read.

How do I finish the sale?

Your screen now shows the payment page with the card number and expiry filled in. You can add any optional information here (i.e. customer code, invoice #, descriptor, billing / shipping address).

New Payment page with the masked card number and expiry date filled in, optional Customer Code and Invoice Number fields, and the PAY button

When ready to submit the transaction, press PAY

You’ll get an approval or declined pop-up window, depending on whether the transaction was successful or declined, and an internal copy of the receipt (merchant copy followed by customer copy) that you can access later. The transaction now displays under your current batch, and you’re back on the New Payment Screen to process your next transaction.

If you need help, contact Cartis Payments at 1-888-712-0770 or support@cartispayments.com.

Updated November 2, 2026

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