Point-of-sale icon

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 Passcode

Settings
  • Device info: view information about the payment terminal, like the serial number, configuration version, and store details. Update the software version. Scan the QR code to connect external devices to the terminal.
  • Network: enable and configure network connections. Enable airplane mode.
  • Configuration: view, update, or remove the configuration version.
  • Display: adjust the screen brightness.
  • Diagnostics: run network connection 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.
  • No passcode required:
    • Device info
    • Diagnostics
    • Display
  • Admin & Settings passcode:
    • Apps
    • Configuration
    • Network
    • Device info> Software version

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. View the last known totals report.
  • New transaction: Refund, MOTO payment, MOTO refund, Manual key entry as a standalone terminal. Select the AID priority.
  • Transactions passcode required:
    • History
    • Totals
    • New transaction
  • Refunds passcode required:
    • New transaction > Refund

Payment
  • No passcode required.

Non-Android terminal menus

From software version 1.90, all Android and non-Android payment terminals use the same menu structure. If your terminals are on an earlier version, they might be still using the old non-Android terminal menus.

Menu/Button Description Passcode

Settings
  • Device info: view information about the payment terminal, like the serial number, configuration version, and store details. Update the software version. Scan the QR code to connect external devices to the terminal.
  • Network: enable and configure network connections.
  • Software: view and update the software version.
  • Configuration: view, update, or remove the configuration version.
  • Diagnostics: run network connection tests or send us a diagnostic report.
  • Power: restart or power off the terminal.
  • No passcode required:
    • Device info
    • Diagnostics
  • Admin & Settings passcode:
    • Configuration
    • Network
    • Software
    • Power

Transactions
  • Totals: view, print, or reset the transaction totals report. Reset transaction totals. View 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 a normal payment when used as a standalone terminal.
  • The special payments menu when used as a standalone terminal: Refund, Manual key entry, MOTO payment, MOTO refund, Bypass PIN, Bypass AID prio, Cashback.
  • Transactions passcode required:
    • History
    • Totals
    • Normal payment
    • Special payments menu
  • Refunds passcode required:
    • Refund
    • MOTO refund

Payment
  • No passcode required.

Old non-Android terminal menus

Terminals that are on an earlier software version than 1.85 use the following menu structure.

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. Under Admin menu, enter the Admin & Settings passcode that is set in your Customer Area under In-person payments > Terminal settings > Terminal passcodes > Admin & Settings.

  3. Select Confirm.

    Option Description
    Network Configure network settings.
    Run diagnostic connection tests.
    Software Update the software version of the terminal.
    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, print, and reset transaction totals.
    Transactions View transactions stored on the terminal.
    View and print the shopper or merchant receipts 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. Under Payment menu, enter the Transactions passcode that is set in your Customer Area under In-person payments > Terminal settings > Terminal passcodes > Transactions.

  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 Refunds passcode that is set in your Customer Area under In-person payments > Terminal settings > Terminal passcodes > Refunds.

Enable new menus on older versions

If your terminals are using a software version between 1.85 and 1.90, you can enable the latest menu structure in your Customer Area. The buttons for the Settings and the Transactions menus as well as the on-screen notifications are hidden by default. This is because the self-service terminals do not use them.

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

  1. Log in to your Customer Area.
  2. Go to the account level for which you want to enable the new menus.
    • 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.
  3. Select Customization.
  4. Under Home screen > Upgraded terminal interface, select Enabled.
  5. To enable on-screen button and notifications:
    1. Under Settings menu button, select Show for the Settings menu on the terminal home screen.
    2. Under Transaction menu button, select Show for the Transaction menu on the terminal home screen.
    3. Under Notifications, select Show for the on-screen notifications about important events, like software updates or Bluetooth base station pairing.
  6. Select Save and update the configuration on your terminal.

Manage passcodes

You can manage passcodes 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 passcodes 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 & Settings: the passcode to access the Admin menu and the Settings 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: on your terminal, go to Settings > Configuration using your old passcode and select Update.

Screen lock passcode for Android terminals

For Android terminals, you can also set up a screen lock passcode. This adds another layer of security for mobile and portable terminals that may be accessed by unauthorized personnel.

If you use unattended Android terminals, make sure you do not enable the screen lock on those terminals. If you enable this option at the company level, all Android payment terminals will require a screen lock passcode.

For this task you must have the following user role:

  • Merchant POS Terminal Management Admin

To enable the screen lock passcode:

  1. Log in to your Customer Area.
  2. Go to the account level that you want to manage the passcode for.
  3. Select Passcodes.
  4. Under Screen lock passcode for Castles terminals, for Enable screen lock select Enabled.
  5. Under Switch to decrypted mode to edit this setting, select Decrypted.
  6. Under Screen lock passcode, enter the new passcode and Retype the passcode to confirm changes.
  7. 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 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