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Articles- BLOG

Using External Credit Cards in BakeSmart

Lead Paragraph

If your bakery uses a separate credit card terminal to process payments, BakeSmart makes it easy to record those transactions directly in the system for accurate order tracking and reporting.

The External Credit Card payment option allows you to process payments outside of BakeSmart while still closing the sale, tracking totals, and maintaining accurate daily reports within your BakeSmart account.

Before You Begin

✅ Use this method if you:

  • Run cards on a standalone credit card terminal or non-BakeSmart POS system
  • Want all sales to appear in BakeSmart for reporting and reconciliation
  • Need to close orders within BakeSmart without integrated payment processing

💡 Even when payments are processed externally, recording them in BakeSmart ensures your order history, reporting, and customer balances remain accurate.

Step-by-Step Guide

Step 1: Take the Order in BakeSmart

Create an order through POS → New Order or from the Orders tab.
Add your products, confirm totals, and proceed to Checkout.

Step 2: Choose “External Credit Card” as the Payment Type

At the Payment Screen, under Tender Type, select:
External Credit Card

This option is used when the customer’s card is charged through a credit card terminal not connected to BakeSmart.
Selecting this option will:

  • Close the sale or create the order in BakeSmart
  • Record the payment internally for reporting purposes

Step 3: Select the Card Type

Once External Credit Card is selected, a Card Type dropdown appears.
Choose the card used for the transaction (Visa, Mastercard, AmEx, Discover, etc.).

💡 Selecting a card type allows you to filter payments by card brand in reports.

Step 4: Process the Payment on Your External Terminal

Use your existing credit card terminal or other POS system to run the customer’s card.

💡 For cleaner reconciliation, create a “BakeSmart Sale” or “Online Order” button in your terminal so those payments can easily be matched to your BakeSmart records.

Step 5: Record Automatically in BakeSmart

Once you hit Process Payment in the BakeSmart app, the transaction is automatically recorded—no need to return and manually save.
The order will show as paid in BakeSmart and appear in reports under the External Credit Card payment type.

Step 6: Review and Reconcile

At the end of the day, compare your External Credit Card totals in BakeSmart’s Sales or Payment Summary Reports with your external terminal batch reports to confirm all totals match.

Best Practices

  • Use External Credit Card for any payments processed outside of BakeSmart.
  • Always select the correct Card Type for accurate reporting.
  • Label terminal entries as “BakeSmart Sale” to simplify reconciliation.
  • If you ever move to integrated processing (Card Connect or Stripe), your BakeSmart team can assist with activation and training.

Keywords

External Credit Card • Credit Card Terminal • Manual Payment • Card Type • Payment Processing • Reconciliation • BakeSmart POS • Order Tracking

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