Running Sales in ShopKeep Pocket

Run basic cash and credit sales directly from ShopKeep Pocket for iOS and Android. Transactions made in Pocket are total amount sales that do not use your inventory but are linked to your sales reporting. Learn when it may be best to run sales in ShopKeep Pocket, then follow along below to learn how they work.

We are currently rolling this feature out to merchants on select pricing packages. If you are on an eligible pricing package and this is not available to you, stay tuned.

Table of Contents

Get Started

Download and install ShopKeep Pocket onto your iOS or Android device, create a ShopKeep account or link to your existing account, and set up online payments to allow credit and debit card sales.

  1. Download and install the ShopKeep Pocket app on an iOS or Android device.

    Already have Pocket installed? Update to the latest version. For help updating the app, visit our Introduction to the iPad or Introduction to Android article.

  2. Open ShopKeep Pocket, then follow the steps here to sign into your existing ShopKeep account.
  3. Set up Online Payments to be able to accept credit and debit cards.

    Follow along below to learn how to set up Online Payments.

Online Payments Setup

ShopKeep business owners can access the online payments setup flow by starting a new credit sale in the ShopKeep Pocket app. Submit your business and bank account information to get approved for processing credit payments for sales run in ShopKeep Pocket.

This feature is currently only available to select ShopKeep merchants located in the United States.

  1. Open the ShopKeep Pocket App and tap ‘+ New Sale’ from the Dashboard.
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  2. Enter a sale amount of $0.50 or above, then tap ‘Credit’.
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  3. Tap ‘Join Card Payments Program’ after reviewing the payments information.

    Don’t see this screen after tapping ‘Credit’? Online payments may already be set up for your account or you are not signed in as the Business Owner for the ShopKeep account. Learn how to run a test transaction here if you have already signed up.

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  4. Follow the prompts to provide business details and the details for the bank account where you want to receive deposits.
    • Only the Business Owner can complete this step. If you cannot move to this page, confirm you are signed in as the Business Owner.
    • For detailed, step-by-step help with setting up Online Payments, visit our Online and Mobile Payments article.
  5. After setting up Online Payments in ShopKeep Pocket, run an optional test transaction to confirm the setup was successful.

Run A Sale

Run sales directly from the ‘Dashboard’ in ShopKeep Pocket. Type in the total value of the items a customer is purchasing, choose to accept payment by credit or cash, then finish up by sending an email receipt.

  • Running a sale in ShopKeep Pocket is ideal if you haven’t yet set up a register or when the register is not accessible.
  • Sales performed in ShopKeep Pocket can be viewed in sales reporting. These transactions use ‘Custom Value’ for the item name. This item’s properties cannot be edited and the item cannot be deleted. Learn more about sales reporting here.
  • Sales performed in ShopKeep Pocket are not assigned to a register shift or an employee.
  • Cash Sales

    1. From the ‘Dashboard’, tap ‘+ New Sale’.
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    2. Enter the total value of the items the customer is purchasing using the keypad, then tap 'Cash'.
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    3. Select a receipt option to finish up.
      a To send an email receipt, tap the space under ‘Email Address’, enter the customer’s email address, then tap the space under ‘Email Receipt’.
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      b To skip sending a sales receipt, tap ‘No Receipt’.
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    4. Tap ‘New Sale’ to perform another sale, or tap ‘Go to Dashboard’ to return to the Dashboard.
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    Credit Sales

    Set up Online Payments to be able to accept credit and debit cards. Learn how to get set up above.

    1. From the ‘Dashboard’, tap ‘+ New Sale’.
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    2. Enter the total value of the items the customer is purchasing using the keypad, then tap 'Credit'.
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    3. Manually enter a card number.
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    4. Enter the card’s expiration date and CVV number, then tap ‘Done’.
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    5. Select a receipt option to finish up.
      a To send an email receipt, tap the space under ‘Email Address’, enter the customer’s email address, then tap ‘Email Receipt’.
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      b To skip sending a sales receipt, tap ‘No Receipt’.
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    6. Tap ‘New Sale’ to perform another sale, or tap ‘Go to Dashboard’ to return to the Dashboard.
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    Having issues running sales in ShopKeep Pocket? Visit our troubleshooting guide for help with common problems or our ShopKeep Pocket FAQ for answers to frequent questions.


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