This feature is only available for ShopKeep merchants on paid pricing packages.

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.

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, emailed invoices, and orders placed via a ShopKeep eCommerce webstore.

  • This feature is only available to US ShopKeep merchants on paid pricing packages. To upgrade to a paid account, click ‘Upgrade’ in BackOffice or at the register.
  • Online and mobile payments can be set up from ShopKeep Pocket, as shown below, or from BackOffice. You only need to sign up once using one of these methods. After signup and approval, you will be able to access all methods of online and mobile payment. Additional steps are required to accept credit payments in a ShopKeep eCommerce webstore.
    1. Open the ShopKeep Pocket App and tap ‘+ New Sale’ from the Dashboard.

      Don’t see ‘+ New Sale’? Upgrade to a paid ShopKeep plan in BackOffice or at the register to be able to set up and run online and mobile payments.

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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.
      • Only the Business Owner can complete this step and the following steps. If you see an error instead of this screen, confirm you are signed in as the Business Owner.
      • If prompted to enter credit card information after tapping ‘Credit’, online payments are already set up for your account. Learn how to run an optional test transaction here if you are 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.

      For detailed, step-by-step help setting up Online Payments, visit our Online and Mobile Payments article.

    5. Follow the steps here to enter the DBA that will appear on customer credit card statements.
      • The DBA, or ‘doing business as’ name, appears on customer credit card statements next to each online and mobile payment charge from your business.
      • By default, the DBA is set to the website entered in the ‘Business Details’ section (see step 4). If you did not enter a website and do not update your DBA, it will default to ‘ShopKeep’.
    6. (Optional) Follow the steps here to enable payments for your ShopKeep eCommerce webstore.
    7. After setting up Online Payments in ShopKeep Pocket, run an optional test transaction to confirm the setup was successful.

      Once you begin processing credit payments in ShopKeep Pocket, you will receive a weekly email statement summarizing the online and mobile payments processed the previous week.

    Run A Sale

    Run sales directly from the ‘Dashboard’ in ShopKeep Pocket. Enter 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.

  • This feature is only available for ShopKeep merchants on paid pricing packages. To upgrade to a paid account, click ‘Upgrade’ in BackOffice or at the register.
  • Running sales in ShopKeep Pocket is ideal if you have not set up a register or the register is not available.
  • In sales reporting, sales performed in ShopKeep Pocket use ‘Custom Value’ for the item name, are not assigned to a register shift, and appear in reporting as being performed by the Business Owner. The ‘Custom Value’ item cannot be edited or deleted. Learn more about sales reporting here.
  • Cash Sales

    1. From the ‘Dashboard’, tap ‘+ New Sale’.

      Don’t see ‘+ New Sale’? Upgrade to a paid ShopKeep plan in BackOffice or at the register to be able to set up and run online and mobile payments.

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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.

    Credit sales run in ShopKeep Pocket cannot currently be refunded back to the card used in the original sale via the ShopKeep Pocket or Register apps or BackOffice. To request a refund for a credit sale run in ShopKeep Pocket, contact paymentssupport@shopkeep.com.

    1. From the ‘Dashboard’, tap ‘+ New Sale’.

      Don’t see ‘+ New Sale’? Upgrade to a paid ShopKeep plan in BackOffice or at the register to be able to set up and run online and mobile payments.

      Click to Enlarge
    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.

      Credit transactions processed in ShopKeep Pocket will be included in your weekly ShopKeep Online & Mobile Card Processing Statement email.

      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.