Before deploying your terminal in your business, we recommend processing a sale for a low amount (e.g. £1.00) to check the terminal has been configured correctly.
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If you haven't done so already, open the app. By default, you will land on the "Amount" page, as shown below. If you are on a different page in the app, tap the icon in the top-left, then "Amount" to get there.
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Enter a low amount for the test transaction, then tap "Charge" at the bottom of the screen.
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Present the contactless payment option to the NFC point on the device.
You must obtain consent from the cardholder before processing this transaction.
Because the sale is processed in a live environment, funds will be debited from the card if the transaction is not reversed by following the instructions described later in this article. Please note that transaction fees apply and these are not returned as part of the reversal.
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The payment is processed.
Ensure that a confirmation message is displayed on screen and a receipt is printed.
To view the receipt, scan the QR code with another smartphone or alternatively tap "Send the receipt by email" and enter your email address.
Please check that the business name, address and total amount paid are present and correct on the digital receipt.
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Now let's reverse the transaction.
Tap the icon in the top left and from the menu select "Receipts".
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Use the interface to find the transaction for which you wish to reverse and tap to open.
The most recent transactions are displayed at the top.
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Once you have selected the transaction, you will be shown the screen below. Tap "Cancel transaction".
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You'll be prompted to enter your admin username and password to proceed. Once you have entered your details, tap "Confirm" to proceed.
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The cancellation is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records.
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Tap Sale on the main screen.
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Enter a low amount for the test transaction and tap the icon on screen.
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When prompted, insert the card OR tap for contactless OR swipe the magnetic stripe. You may be prompted to enter their PIN to continue.
You must obtain consent from the cardholder before processing this transaction.
Because the sale is processed in a live environment, funds will be debited from the card if the transaction is not reversed by following the instructions described later in this article. Please note that transaction fees apply and these are not returned as part of the reversal.
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The payment is processed.
Ensure that a confirmation message is displayed on screen and a receipt is printed.
You only have 5 minutes to reverse the processed transaction, so we recommend proceeding with the next steps and checking the receipt afterwards.
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Now let's reverse the transaction.
Tap Supervisor on the main screen.
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Tap "Select Reversal".
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Enter the manager passcode and tap the icon on screen.
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Tap your test transaction in the list.
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You will be displayed details of the transaction to be cancelled.
To proceed, confirm by tapping the icon.
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The cancellation is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records.
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On the printed receipts, check that your business name, address and total amount paid are all clearly visible. Use these resources to help you:
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Tap the Quick Pay icon on screen.
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Enter a low amount and tap the icon on screen.
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When prompted, insert the card OR tap for contactless OR swipe the magnetic stripe. The customer may be prompted to enter their PIN to continue.
You must obtain consent from the cardholder before processing this transaction.
Because the sale is processed in a live environment, funds will be debited from the card if the transaction is not reversed by following the instructions described later in this article. Please note that transaction fees apply and these are not returned as part of the reversal.
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The payment is processed.
Ensure that a confirmation message is displayed on screen and a receipt is printed.
You must perform the reversal as described below before processing subsequent sales. The terminal can only reverse the most recent transaction.
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Now let's reverse the transaction.
Tap the Quick Menu icon on screen.
Before you continue, please ensure you're in possession of the receipt number. This is printed on the sale receipt (see below) and is required to complete the reversal process:
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Tap "RevLstTn".
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Enter the manager password and tap the icon on screen.
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Enter the receipt number and tap the icon on screen.
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Enter the sale amount that was authorised.
e.g. If the transaction was for 2,50€, enter "2.50" using the keypad.
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The cancellation is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records.
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On the printed receipts, check that your business name, address and total amount paid are all clearly visible. Use these resources to help you:
Troubleshooting
- Decline: As with any card transaction, there is a chance that the payment will be declined by the card issuer. You can review the receipt for additional information that may help you determine the reason for the decline. Unless you can address the cause of the decline, do not keep retrying the sale with the same payment card. Instead, if possible, try a different card, preferably from a different card issuer. Please contact our Support Team if you need further assistance.
- Connection: It's not possible to process a sale if you don't have an internet connection. If using a portable terminal or SoftPOS, ensure you have a stable connection to the internet via Wi-Fi (preferred) or mobile data. For countertop terminals, check that the ethernet cable is securely connected at both ends and that the wired network has a connection to the internet.
- Card or bank: While rare, payments can also fail if there is an issue with the specific payment card (e.g. it has expired or has been suspended by the card issuer) or the payment network at large (e.g. widescale outage at a bank or card issuer).
- Not all solutions support the printing of a physical receipt. Please check if your terminal has this capability before performing further troubleshooting.
- Check that the terminal has printer paper installed and that it is seated in the correct orientation, as shown below:
- Check that the printer paper is seated in the correct orientation, as shown below:
SmartPOS
- You must perform the reversal within 5 minutes of the original sale.
- You can only reverse the most recent transaction. If you have performed further transactions since the original test, you will need to perform a refund once the funds have been settled into your bank account (typically the next day).
POS
- You need to enter the unique receipt number and total amount found on the receipt of the original sale in order to complete the reversal. Please ensure these have been entered correctly.
- You must complete the reversal process within 24 hours of the original sale, otherwise the funds will have been settled into your bank account, necessitating a refund.
SoftPOS
- You must complete the reversal process within 24 hours of the original sale, otherwise the funds will have been settled into your bank account, necessitating a refund.
