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Help / Your business and staff

Add card terminal

Wire a card payment terminal to a till and record the reference its provider's statement names it by.

What this page is for

This page wires a card terminal to the till it sits beside, so card payments taken at that till go through this terminal. Card payments only work once your plan includes card payments.

Only people whose role can manage the business's structure see this page.

Before you start

  • The till the terminal is wired to must already exist — see New till.

Fields

Till

Which till this terminal is wired to.

Example: Counter till

Name

What you call the terminal.

Example: Counter card machine

Provider

Who supplies the terminal.

Example: Pesapal

Terminal reference

The identifier on the provider's own settlement statement. Must be unique across the business.

Example: TID-00482913

Brand

Who made the card machine: PAX, Ingenico, Verifone or Other. There is no default, so choose one; it decides which driver a desktop till uses, and an Other machine is always keyed by hand.

Example: PAX

Connection

How the till reaches the card machine: USB, Network, or None when the cashier only keys from the slip.

Example: USB

Mode

Keyed: the cashier types the amount on the card machine and keys the approval code and last four digits from the slip. Integrated: the till sends the amount and reads the result.

Example: Keyed

How to…

How to add a card terminal

  1. Go to Organisation → Card terminals and press Add card terminal.
  2. Choose the Till it is wired to, give it a Name.
  3. Type its Provider and Terminal reference, and choose its Brand, Connection and Mode.
  4. Press Add card terminal.

How to change a card terminal's details

Open it from Card terminals, change what you need and press Save changes.