Standalone setup

To build a standalone solution, follow the steps described in the integration checklist. Then, when you have finished testing, follow the steps in the go-live checklist.

Set up standalone

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. You can then use the unique reference to reconcile transactions.

   You can add variables to make the merchant reference unique for every transaction. To get the list of allowed variables, in your Customer Area, select the info icon next to the Merchant reference field.

4. Select Save.
   The terminal downloads configuration changes when it makes a maintenance call to our systems. This happens automatically every 180 minutes. The configuration changes then take effect when the terminal restarts. This happens automatically at the restart hour, which is usually set to 6:00 AM. If you don't want to wait for this, update the configuration on your terminal manually:

   • On a non-Android terminal, open the Admin menu and select Config > Update.
   • On an Android terminal, go to Settings > Configuration, enter your Settings passcode and select Update.

The terminal downloads the updated configuration and then restarts.

7. 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.

Set up standalone using an API call

You can use Management API to automate setting up the standalone feature for terminals at the company, merchant, store, or terminal level.

To set up the standalone feature using an API call:

1. Use one of the following endpoints:

   • PATCH /companies/{companyId}/terminalSettings
   • PATCH /merchants/{merchantId}/terminalSettings
   • PATCH /stores/{storeId}/terminalSettings
   • PATCH /terminals/{terminalId}/terminalSettings

   Specify a standalone object with the following properties:

   Parameter	Required	Type	Description
   enableStandalone		boolean	Set to true to enable standalone.
   currencyCode		string	The default currency of the standalone payment terminal as a three-digit ISO 4217 currency code.

2. The response returns all settings that your API credential has access to, including the enableStandalone value you set in the request.

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 on Android terminals you need to enter both to initiate a refund. To enable this, contact our Support Team.

To view or update the refunds passcode:

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. To update the passcode, under Refunds enter the new value, retype 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, update the configuration on your terminal manually:

   • Go to Settings > Configuration, enter your Admin & Settings passcode and select Update.

   For non-Android terminals that use the old menu structure:

   • Go to the Admin menu and select Config > Update.

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.