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Use the menus on the terminal

Manage passcodes and use the Settings and Transactions menus on the terminal.

Your payment terminals have a menu with options related to payments, and a menu with options related to configuration. The access to some menu options is protected by passcodes.

Android terminal menus

Menu/Button Description Access

Settings
  • Device info: view information about the payment terminal, like the serial number, software and configuration versions, and store details. Update the software version (requires passcode).
  • Network: enable and configure network connections. Enable airplane mode.
  • Config: view the installed configuration version. Update the configuration.
  • Display: adjust the screen brightness.
  • Diagnostics: run network connections tests or send us a diagnostic report.
  • Apps: overview of the apps and certificates installed on the terminal. If an app is scheduled to be installed or removed, this action is carried out when you open this menu.
  • Device info, Display, and Diagnostics: no passcode required.
  • Network, Config, Apps, and updating software: the passcode that in your Customer Area is set up under Passcodes > Terminal passcodes > Admin & Settings.

Transactions
  • History: view transactions stored on the terminal. Re-print the merchant/shopper receipt for an approved transaction.
  • Totals: view and print a transaction totals report. Reset transaction totals.
  • New transaction: start various types of payments when used as a standalone terminal. Select the AID priority.
  • Standalone use: no passcode required.
  • Integrated setup: the passcode that in your Customer Area is set up under Passcodes > Transaction.

Payment
  • No passcode required.

Non-Android terminal menus

Admin menu

The Admin menu contains several menus with restricted access.

  1. Go to the Admin menu:

    • On terminals with a keypad, select 9 and then the Confirm key .
    • On legacy models, select the Confirm key and then 9.
    • On terminals without keypad, select the Menu button and then Admin.
  2. In the Admin menu box, enter the passcode that is set up in your Customer Area under Point of sale > Terminal settings > Terminal passcodes > Admin & Settings.
    See Get the passcode from your Customer Area.

  3. Select Confirm.

Option Description
Network Configure network settings.
Run diagnostic connection tests.
Software Update the terminal software.
Configuration Update, view, or remove the configuration.
You can view the configuration version, the installed software release, and hardware details such as the unique terminal ID.
Totals View and print transaction totals.
Transactions Get an overview of transactions stored on the terminal.
Re-print the receipt for a transaction.
Power off Turn off the terminal.
On terminals without a battery, this is a Reboot button.

Standalone Payment menu

On standalone non-Android terminals, the special payments menu lets you do special transactions like manual key entry or unreferenced refunds.

  1. Select 8 and then the Confirm key .

  2. In the Payment menu box, enter the passcode that is set up in your Customer Area under Point of sale > Terminal settings > Terminal passcodes > Transactions.
    See Get the passcode from your Customer Area.

  3. Select the Confirm key.

When you select Refund or MOTO refund, it is possible that the terminal asks for a password again. If this happens:

  • Enter the passcode that is set up in your Customer Area under Point of sale > Terminal settings > Terminal passcodes > Unreferenced refunds.

New non-Android terminal menu structure

From software version 1.85.2, the menu structure is aligned between Android and non-Android payment terminals.

From software version 1.90, support for old terminals menus will stop and all non-Android payment terminals will automatically switch to the new menu structure.

To enable the new menus on your non-Android terminals:

  1. In your Customer Area, go to Terminal settings > Customization. This enables the new menus for all terminals in your fleet.

    To enable it for a specific terminal, go to Terminals, select your terminal, and go to Customization.

  2. Under Home screen > Upgraded terminal interface, select the pencil icon and then Enable.
    This enables the new menus but the icons for Settings and Transactions, as well as on-screen notifications are hidden by default. This is because the self-serving terminals do not use them.
  3. To show the icons and notifications:
    • For the Settings icon, under Settings menu shortcut, select the pencil icon and then Show.
    • For the Transactions icon, under Transaction menu shortcut, select the pencil icon and then Show.
    • For on-screen notifications, under Non-crucial device notifications, select the pencil icon and then Show.
  4. Select Save and update the configuration on your terminal.
Menu/Button Description Access

Settings
  • Device info: view information about the payment terminal, like the serial number, software and configuration versions, and store details.
  • Network: enable and configure network connections.
  • Software: view and update the software version (requires passcode).
  • Config: view, update, or remove the configuration version.
  • Diagnostics: run network connections tests or send us a diagnostic report.
  • Power off: restart or power off the terminal.
  • Device info, Diagnostics, and Power off: no passcode required.
  • Network, Software, and Config: the passcode that in your Customer Area is set up under Passcodes > Terminal passcodes > Admin & Settings.

Transactions
  • Totals: view and print a transaction totals report. Reset transaction totals. Vies the last known totals report.
  • History: view transactions stored on the terminal. Re-print the merchant/shopper receipt for an approved transaction.
  • Normal payment: start various types of payments when used as a standalone terminal.
  • The special payments menu when used as a standalone terminal.
  • Totals and History: no passcode required.
  • Normal payment, Refund, MKE, MOTO payment, MOTO refund, Bypass PIN, Bypass AID prio, and Cashback: the passcode that in your Customer Area is set up under Passcodes > Terminal passcodes > Admin & Settings.

Payment
  • No passcode required.

Manage passcodes

You can manage passcode in your Customer Area or with an API call. For both options, you can manage passcodes at the company, merchant, store, or terminal level.

To view or update the passcodes:

  1. Log in to your Customer Area.

  2. Go to the account level that you want to manage passcode for.

    • For a company or merchant account, select the account and go to Point-of-sale > Terminal settings.
    • For a store, go to Point-of-sale > Stores and select the store.
    • For a terminal, go to Point-of-sale > Terminals and select the terminal.

      You can find the serial number in the Device info on the terminal.
      Refer to the manual for your terminal model.

  3. Select Passcodes.

  4. To view the passcodes, select Decrypted.

    • Transactions: the passcode to access Transactions menu options.
    • Admin and Settings: the passcode to access the Admin menu and theSettings menu.
    • Refunds: the passcode to access the refund feature on standalone terminals.

    If the passcode isn't visible, your user account doesn't have the Merchant POS Terminal Management Admin role. Contact your company's admin user.

  5. To update a passcode, enter the new value and select Save.
    The terminal downloads the new passcodes when it makes a maintenance call to our systems. This happens automatically every 180 minutes. The new passcodes then take effect when the terminal restarts. This happens automatically at the restart hour, which is usually set to 6:00 AM.

    To switch to the new passcode immediately: open Settings > Configuration with your old passcode and select Update.

Screen lock passcode for Castles terminals

For Android terminals, you can also set up a screen lock passcode.

  1. Log in to your Customer Area.
  2. Go to the account level that you want to manage passcode for.
  3. Select Passcodes.
  4. Under Screen lock passcode for Castles terminals, select the pencil icon and then Decrypted.
  5. Under Screen lock passcode, select the pencil icon and enter the new passcode in both fields.
  6. Select Save.

Airplane mode

For the airline industry the payment terminal has an airplane mode. When preparing for take-off, turning on airplane mode is the quickest way to turn off all cellular and other network connections on the terminal.

When you turn airplane mode off again, the previous connections are restored.

Enable airplane mode

To be able to use airplane mode, contact our POS Support Team and ask them to enable this feature. The Network menu on the terminal will then include an Airplane mode option.

Use airplane mode

To turn on airplane mode:

  1. On the terminal, select Settings > Network.
  2. Enter the passcode.
  3. In the Network menu, turn on the Airplane mode toggle.
    All connections (Wi-Fi, Bluetooth, and Cellular) are now Off.

To turn off airplane mode:

  1. On the terminal, select Settings > Network.
  2. Enter the passcode.
  3. In the Network menu, turn off the Airplane mode toggle.
    All previous connections (Wi-Fi, Bluetooth, and Cellular) are now restored.

See also