Skip to main content

How Can I Process 'Terminal' Transactions?

This article will show you how to quickly charge and track in-person sales using project templates in Goodshuffle Pro.

Melissa Teague avatar
Written by Melissa Teague
Updated over 2 weeks ago

This feature is available on all Goodshuffle Pro Plans.

While Goodshuffle Pro is built for quoting and invoicing rentals, you can also quickly process terminal or in-person sales using a project template and payment tools.


Step 1: Create a Template Project

Create a “Template Project” with a client name like Terminal Sale or Cash Sale.
This will help you track quick sales and report on how much revenue you’ve generated from terminal transactions.

Step 2: Duplicate and Update for Each Sale

When a client comes in to make a purchase:

  1. Duplicate your Terminal Sale project.

  2. Add a Line Item Group for the current date.

  3. Add the specific items or services they’re buying.


Step 3: Collect Payment

Choose one of the following:

Card: Enter the customer’s card info and click Capture Payment

Cash/Check: Record using Offline Payment


Want to Use a Stripe Card Reader?

You can use a physical Stripe Reader for a more seamless in-person checkout experience.


Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!

Did this answer your question?