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IAMCS Yeshiva Volunteer Instructions

Introduction to the credit card processing app


Written Instructions | Video (04:07)

Introduction to the Credit Card Processing App (Shopify POS)

You will need a completed student registration form, indicating the items the student wants to pay for by credit card. The Video pre-order is optional. Students may purchase the Video pre-order at the time of registration. The price for DVD includes shipping.

To Add Items to the Shopify POS Cart

  1. Turn the tablet on (power button) if it is off. Type 3867 to enter the tablet.
  2. Touch the Shopify POS icon if it the app is not already open.
  3. On the home page, tap the items as indicated on the registration form
  4. Tapping "New Student Application Fee" once will add one fee to the cart (indicated on the right of the screen)
  5. Tapping any of the course titles will open its "Variants" page. (There will be only one course listed for regional conferences, two for the national conference.)
  6. There are three levels: Audit, Certificate Degree and Credit. Tap the appropriate level as indicated on the registration form, and it will be added to the cart. Tapping again will increase the quantity.
  7. Tap the HOME icon or back-arrow in the upper-left corner to return Home.
  8. It is similar for Video Pre-order. There will be two variants: Online Streaming or DVD.
  9. If there are more than 2 items, you can see them all by scrolling the cart with up and down swipes.

CRITICAL STEP: Adding the student’s name to the order

  1. Tap “Add customer.”
  2. Type student’s first and last name.
  3. If there is a match below the “Add new customer” button, tap it, and it will be added to the cart.
  4. If there is no match, tap “Add new customer.”
  5. We only need First and Last Name on the order.
  6. When you have successfully input the student’s name, tap “Save”.

To make corrections to the cart items

  1. Tap the item you want to change. 
  2. Then you may adjust the quantity, then tap “Save” in the upper right corner. To remove the item from the cart, just tap “Remove from Cart”.
  3. To completely clear the cart, tap the red trash can on the top right of the cart.

Before checkout, review the registration form, the total amount, and the items and total in the cart.