# Getting Started with the Finix Checkout iOS App

Device Compatibility

The Finix Checkout app requires iOS version 18.1 or later.

## Prerequisites

To use the Checkout app, you must have an existing Finix account. If you don't have one yet:

1. [Sign up for a Finix account](https://docs.finix.com/guides/getting-started/finix-sign-up)
2. Once your account is set up, [sign in](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/getting-started#signing-in) to the app using the same credentials.

## Signing In

1. Tap the **Finix Checkout** app icon on your Home screen.
2. When the following dialogs appear, respond accordingly:
   - **Notifications**: Tap **Allow** or **Don't Allow**. Notifications are not required to use the app.
   - **"Finix Checkout wants to use auth0.com to Sign In"**: Tap **Continue**.
3. On the login screen, enter your Finix Dashboard username and password and sign in.

After signing in, the [Checkout screen](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/getting-started#checkout-screen) displays.

## App Navigation

The app includes a navigation bar at the bottom of the screen with four sections:

| Section        | Description                                                                                                   |
|----------------|---------------------------------------------------------------------------------------------------------------|
| **Checkout**   | The home screen. [Process sales or authorizations](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/taking-a-payment) using a card reader, manual entry, or a payment link. |
| **Transactions**| View and filter your payment history. See [Transactions](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/getting-started#transactions).                  |
| **Buyers**     | Add, search, and manage buyers. See [Buyers](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/getting-started#buyers).                                |
| **More**       | Access device management, payment links, app info, and logout.                                               |

## Checkout Screen

The Checkout screen is the app's home screen and displays after signing in. From here, you can select a **Sale** or **Authorization** transaction type and start taking a payment.

For step-by-step instructions, see [Take a Payment](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/taking-a-payment).

## More Screen

Tap **...** (More) in the navigation bar to access the following options:

| Option          | Description                                                                                      |
|-----------------|-------------------------------------------------------------------------------------------------|
| **Manage Devices**  | Set up and manage your Pax D135 card reader. For more information, see [Set Up the D135](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/set-up-d135). |
| **Payment Links**   | Create and manage your payment links. For more information, see [Payment Links](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/payment-links). |
| **App Info**        | View app version and your Finix account details, including your Application ID, Identity ID, and User ID. |
| **Logout**          | [Sign out](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/getting-started#logging-out) of the app. |

## Transactions

Tap **Transactions** in the navigation bar to view a history of all transactions.

Tap one of the tabs at the top of the screen to filter by transaction type:

| Tab           | Description                                                      |
|---------------|------------------------------------------------------------------|
| **Payments**  | Displays completed sales.                                        |
| **Authorizations** | Displays authorized holds on buyer funds.                     |
| **Refunds**   | Displays refunds issued on previous transactions.                |

Tap the filter icon to access additional filters, including **Amount**, **Buyer**, **Date Range**, **Description**, **State**, and **Payment Instrument**. Tap **Apply** to apply your filters.

## Buyers

Tap **Buyers** in the navigation bar to add and manage the buyers associated with your Finix account.

### Add a Buyer

1. Tap **+** in the top-right corner.
2. Fill out the buyer's details.
3. Tap **Add Buyer**.

The buyer appears in your buyer list. When taking a payment from the Checkout screen, you can select this buyer to associate them with the transaction.

### Search for a Buyer

Use the search bar at the top of the Buyers screen to search by first name, last name, or email address.

### Buyer Details

Tap a buyer from the list to open their **Buyer Details** page. From there, you can view the buyer's contact information, payment history, and saved payment instruments.

The following actions are available:

| Action                     | Description                                                                         |
|----------------------------|-------------------------------------------------------------------------------------|
| **Edit**                   | Tap the pencil icon to update the buyer's details.                                  |
| **Take a Payment**        | Tap **Take a Payment** to go to the Checkout screen with the buyer already associated with the transaction. |
| **View in Dashboard**     | Tap **...** to open the buyer's record in the Finix Dashboard.                     |

## Logging Out

1. Tap **...** (More) in the navigation bar.

2. Tap **Logout**.

The next time you sign in, your credentials will be available to select so you don't have to re-enter them manually.

## Next Steps

| Next Step                        | Description                                                                                                                |
|----------------------------------|----------------------------------------------------------------------------------------------------------------------------|
| [Set Up the D135](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/set-up-d135)  | Pair and connect a Pax D135 card reader to accept in-person payments by tapping, swiping, or dipping a card.               |
| [Take a Payment](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/taking-a-payment) | Process a sale or authorization using the card reader, manual card entry, or a payment link.                               |
| [Payment Links](https://docs.finix.com/low-code-no-code/mobile-apps/finix-checkout/payment-links)       | Create and share payment links so buyers can pay remotely from their own device.                                            |