Quickstart

NAB Easy Tap is an innovative mobile payments and invoicing app that provides your business with an enhanced mobile selling and invoicing experience.

Optimised for small retailers, market stalls, and trades; NAB Easy Tap simplifies the process of accepting money from clients.

The app is designed to be straight-forward and easy to use, but, if you get stuck, these help pages will assist you in navigating past any issues.

Download NAB Easy Tap

First, download NAB Easy Tap from the Google Play Store.

If you need help downloading the app, please see Downloading NAB Easy Tap instructions.

For more information about device compatibility, please see Device Compatibility.

Sign In

Simply choose Sign In and enter your NAB Easy Tap credentials. Select Sign In to continue.

Don't have an account?

To sign up for NAB Easy Tap, please contact our sales team.

Forgot your password?

If you've forgotten your password, simply tap Sign In, then tap Forgot Password? and enter your email address, then tap Send. You'll then receive an email with instructions for resetting your password.

If your business doesn't already have a name, then you'll be prompted to enter one. This name will appear on any invoices or receipts that you send. Don't worry, you can always change it later.

Next you can choose your business mode. Choose the business mode that you think most reflects the type of business you run. You can read more about the different modes on the Modes page. As with your business name, you can always change your mode later.

Just want simple payments?

If all you want to use NAB Easy Tap for is to take card payments but you don't want any of the invoicing or product management capabilities, then you should choose Retail Mode and turn on Simple Mode.

Fill in your business details!

Once you've signed in, you'll end up on the Dashboard and see a Complete Your Business Details card. If you select Complete Now , you can provide a few more details about your business which will appear on any invoices or receipts you send to your customers. You can also come back and edit your details from Busines Details.

Getting Ready for Card Payments

Once you've signed in you'll end up on the Dashboard screen.

To enable Airpay TAP, choose Enable under Card Payments at the top of the dashboard. This will configure your device to take payments without any additional hardware.

Create a Sale

This section describes how to make a quick sale in Retail mode. Invoices work very similarly, but you should read more about them on the Invoices page.

Select the Register tab at the bottom of your screen to view your register.

As you type into the keypad that value will automatically get added to your active basket. If you'd like to add multiple line-items to your basket you can tap the + button to the right of the amount display.

You can also look at the Item list by selecting that tab (if you have products enabled), however if you've just started you won't have any products yet.

You can view the current line-items in your active basket by tapping on the total (with the bag icon) at the top of the screen. From here you can delete (by swiping), or modify (by tapping) your line-items. You can also add notes or clear the sale entirely to start over.

Tip

You can customise the line-item that you're adding to your basket directly by tapping on the grey amount displayed after you've entered the amount. This way you can give the line-item a name or make other changes.

Making Payments

Once you've created a sale as above you can immediately make a payment for it.

Simply tap the dollar button at the bottom right of your screen to begin making a payment.

The payment screen asks what type of payment you'd like to do and has a few different options:

Type	Description
Card	This will allow you to accept a card payment from your customer using Airpay TAP.
Cash	If you take a cash payment you can enter the amount of money your customer has handed over and NAB Easy Tap will calculate any change for you.
Other	This allows you to record a payment that was made using a different method such as a bank transfer or cheque.

Simply choose the payment method your customer would like to pay with and follow the instructions in the app.

If you'd prefer to do a split payment, you can tap the Partial Payment button to split your sale into multiple payments.

Once you've successfully completed a sale you'll see a confirmation screen and have the option to send your customer a receipt. Simply enter their email address or mobile phone number to send them a copy of the receipt.

You can send (or re-send) receipts later by finding the relevant invoice, sale or refund on the Paid tab, selecting it, and then choosing share from the overflow menu.

Note

SMSes are sent using your devices SMS client. Your phone or tablet will need to have a valid SIM card and have support for sending SMSes, if you'd like to send your customer a receipt this way.

Next Steps

Now that you know how to create and process a basic sale you should be able to keep exploring the NAB Easy Tap app on your own.

If you get stuck, then you can read more about the features and functionality of NAB Easy Tap in the detailed help section.

If you have any comments or feedback, then please get in touch!