Terminal Management
Look up terminal information, manage device configurations, register new terminals, and push software updates across your merchant portfolio.
Overview
The Terminals page provides a centralized lookup tool for finding and managing payment terminals across your entire merchant portfolio. Whether you need to check a terminal’s status, view its transactions, or push a configuration update, this is where you start.
Terminal Lookup
Enter a terminal ID in the search bar and click Search to look up any terminal in your portfolio. The lookup returns:
- Terminal ID and serial number
- Assigned merchant and store
- Terminal status (Active, Inactive, etc.)
- Current software version
- Last activity timestamp
Managing Terminals Per Merchant
For more detailed terminal management, navigate to a specific merchant’s Terminals tab. There you can:
View Terminals
See all terminals assigned to a merchant, including:
- Terminal ID and serial number
- Store assignment
- Terminal type (physical device, SoftPOS, online terminal, printer)
- Current status
- Software version
Register a New Device
To register a physical payment terminal:
- Go to the merchant’s Terminals tab
- Click Register Device
- Select the target store
- Enter the device serial number
- The terminal will be linked to the merchant and store
Register an Online Terminal
For e-commerce or virtual terminals:
- Click Register Online Terminal
- Select the target store
- Configure the terminal settings
- The online terminal will be created and ready for use
Move Terminals Between Stores
If a merchant needs to reassign a terminal to a different store:
- Select the terminal
- Choose Change Store
- Select the new store from the dropdown
- Confirm the move
Move Terminals Between Merchants
Partners can move terminals between merchants within their portfolio:
- Select the terminal
- Choose Move Terminal
- Enter the target merchant ID
- Confirm the transfer
Delink a Terminal
To remove a terminal from a merchant:
- Select the terminal
- Choose Delink Terminal
- Confirm the deactivation
The terminal will be unlinked from the store and merchant.
Terminal Configuration
Terminals can be configured at three levels, with inheritance from broader to more specific:
Merchant Level
Set default configuration for all terminals under a merchant. Settings cascade down to all stores and terminals unless overridden.
Store Level
Override merchant-level configuration for a specific store. All terminals in the store inherit these settings unless individually overridden.
Terminal Level
Set configuration for a specific terminal. These settings take the highest priority.
Configuration Options
Terminal configurations can include:
- Receipt settings
- Tip configuration
- Display preferences
- Payment method enablement
- Custom branding elements
Tips Configuration
Configure tipping at multiple levels:
- Merchant-level tips — set default tipping options for all terminals
- Store-level tips — override for specific stores
- Terminal-level tips — override for individual terminals
Tip settings include:
- Enable/disable tips
- Suggested tip amounts or percentages
- Custom tip entry options
Pushing Updates
Push Latest Configuration
Send the most recent configuration to a terminal. Useful after making changes to ensure the terminal picks up the new settings immediately.
Push Latest Software
Trigger a software update on a specific terminal. The terminal will download and install the latest version on its next check-in.
Terminal Naming
You can update a terminal’s display name to make it easier to identify in reports and lists. Click on the terminal and edit its name.