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
Requirements
Before you begin, take into account the following requirements and preparations.
| Requirement | Description |
|---|---|
| Integration type | Standalone. |
| API credentials | To set up your terminal using API calls, you must have an API credential with an API key and the following roles:
If you have a Terminal API integration with cloud-based communications, you can use the existing API key that you use for Terminal API requests. |
| Customer Area roles | To set up your terminal from the Customer Area, you need the following roles:
|
| Limitations | Note the following:
|
| Hardware | Standalone payment terminal models. |
| Setup steps | When going live, 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.
Configure tipping
It is possible to ask for a tip without tipping options. The payment terminal then shows a prompt to enter a tip plus an option for not giving a tip. To give a tip, the customer enters the amount and confirms.
To make tipping easier for your customers, you can define tipping options that your customer can select on the terminal. The options can be any combination of percentages, fixed amounts, and a custom amount.
Tipping prompt without options:  |
Tipping with predefined options:  |
To configure asking for a tip amount:
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Log in to your Customer Area.
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Optionally switch to the merchant account, store, or terminal that you want to configure tipping for.
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Go to In-person payments > Terminal settings.
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Go to Payment features > Tipping.
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At Enable tipping, select Enabled.
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Select the Currency that the settings should apply to.
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Select the tab below that corresponds with the tipping screen that you want to show to your customers:
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If applicable, select Add another currency, select a currency, and configure tipping for that currency.
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At Enable standalone tipping select Enabled if it fits your use case.
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Select Save.
You can configure your POS app to override the tipping settings that you have defined in your Customer Area.
Configure compliant tipping in Quebec, Canada
A regulation in Quebec, Canada requires tips to be calculated on pre-tax amounts. To facilitate compliance with this regulation, we recommend choosing one of the following tipping options:
- The terminal asks the shopper to enter the tip manually.
- The terminal shows predefined tipping options for specific CAD amounts and the option to enter a custom tip amount.
To configure tipping option to facilitate compliance with regulations in Quebec, Canada:
- Decide what method you want to use: let the shopper enter a tip, or show predefined fixed amounts.
- Set up tipping in the same way as described under configure tipping, but:
- At Enable standalone tipping select Enabled.
- Select Save.
Configure 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 an API call.
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.