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Standalone setup

Make your terminals ready for use as standalone devices.

One of the steps in the integration checklist is to set up your test standalone terminals. This involves making your test terminals ready for standalone use, and optionally setting a refund passcode. There are two ways to do these tasks:

  • From your Customer Area
  • Using API calls

When you have finished testing and followed the steps in the go-live checklist, you need to set up your live standalone terminals in the same way.

Set up standalone

You can make your terminals ready for standalone use in your Customer Area or using an API call.

To set up the standalone feature in your Customer Area:

  1. Log in to your Customer Area.

  2. Go to In-person payments > Terminal settings > Integrations.

  3. Under Standalone, do the following:

    1. Select Enabled.
    2. Under Standalone currency, select a currency for standalone transactions.
    3. Under Show start button, select Enabled. When the Start button is Disabled, you start a transaction by selecting the Confirm key on the keypad.
    4. Optional. Under Merchant reference, enter a custom reference to be sent with every transaction. Using variables, you can make this merchant reference unique for every transaction. You can then use the unique reference to reconcile transactions.

    To get the list of allowed variables that you can use to create unique merchant references, in your Customer Area, select the info icon next to the Merchant reference field.

  4. 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, update the configuration on your terminal manually:

    The terminal downloads the updated configuration and then restarts.

  5. Optional. Contact our Support Team if you want to enable:

    • Prompting your staff to manually enter a transaction reference for refunds and MOTO transactions.
    • Tipping.
    • Referenced refunds. You can also enable the Refunds passcode.

Refund passcode

Because making refunds on standalone payment terminals is risky, you can enable a 6-digit passcode needed to initiate refunds. You set up the Refunds passcode in addition to the Transactions passcode, which means that you need to enter both to initiate a refund.

You can configure this in your Customer Area or using using an API call.

  1. In your Customer Area, go to In-person payments > Terminal settings or select a specific terminal by serial number.

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

  2. Select Passcodes.
  3. To view the passcode, under Terminal passcodes, select Decrypted.
  4. Under Refunds, select the view icon to show the passcode, and pencil icon to enable editing.
  5. Under Refunds, enter and retype the new value.

  6. 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, update the configuration on your terminal manually:

    The terminal downloads the updated configuration and then restarts.

Testing

For information on how you can make test payments and refunds, see testing your integration.

Any test transactions you make, will appear in your Customer Area, under Transactions > Payments.