Payment terminals

Associate a payment terminal with a computer

Navigate to admin>payment terminals.

You will see a list of payment terminals "providers".

If you click in one of the providers, Ingenico in this example, you will see a list of terminals configured for that provider

If there is a terminal already associated to your computer you will see a green associated tab on the row.

If you want to associated another terminal you can click the Associate button instead (It will show in the same place the associated label shows).

Once a terminal is associated to a machine you should see the Pinpad ip or the Square ID at the bottom of the profile menu.

One Square terminal associated to multiple computers (NOT RECOMMENDED)

You can have more than one computer associated to the same Terminal but this is NOT RECOMMENDED.

If you decide to do so, be aware that payment requests will be processed in the Square terminal as they are received. So two different computers may send the payment at the same time to the terminal and one payment will wait until the previous one is processed. Careful because the second payment will be in the screen as soon as the first one is processed, regardless if it's successful or not.

Once Cardpointe terminal associated to multiple computers (NOT RECOMMENDED)

You can have more than one computer associated to the same Terminal but this is NOT RECOMMENDED.

If you decide to do so, be aware that payment requests will be processed in the Cardpointe terminal as they are received. So two different computers may send the payment at the same time to the terminal, the first payment will be processed, the second one will fail and you will have to wait until the terminal is free to use.

Associate a Cardpointe terminal to a computer.

Turn on your Cardpointe terminal and make sure the terminal shows as BOLTED.

• If the terminal show UNBOLTED make sure the termninal is connecting to the internet, check details on Cardpointe documentation or contact your Cardpointe representative.

The list will display all the terminals associated to the main merchantId and secundary merchantId's associted to the Cardpointe terminal payment method.

Clicking the Associate button will associate the terminal to the computer and the button will change to a green label as below.

Once associated, refresh the page and go to the Profile menu item, you should see the terminal Id and MID at the bottom of the navigation tap.

Remove the association

Click on the "RED" cross on an associated terminal and it will remove the association.

Test if cardpointe terminal is connected

You can click the Ping button to validate if the terminal is connected to the internet and can be accessed by the cardpointe API.

If it works you will see ping succesful message.

If it fails you will see a "No connected" message.

Force and reset terminal

In some cases a terminal may be unresponsive or remain connected to a machine that is out of service. This will mean that you will not be able to process payments.

You can click the Reset button to force the terminal to disconnect from the API and be available.

If it works you will see a succesful message.

If it fails you will see a "No connected" message.

Create a new Square terminal

Connect to internet and basic setup

Create a device code

In the payment terminals "providers" list click in Square.

In the main screen (if it's the first time) you will have an empty state and you will have to create the first payment terminal.

If is not the first time, you can still use the upper right corner add new button.

The create screen only has two fields, a list of locations (as defined in your Square dashboard) and a text field to enter a name for the terminal.

We recommend you create as many Locations as you need in the Square Dashboard. It will help to identify where the Terminals are in your company. You can also create non-physical locations if needed.

Once you select a location and enter a descriptive name for the terminal click the Create button.

If the configuration of the Square payment is correct. You should see now a new Device code.

• The code expires in 5 minutes, so make sure to use it in time.

Connect to Betterez

You should now associate the terminal to the right computer

If you don't use the code and the code expires, you will not see it in the list. -info You can't associate a terminal until is PAIRED (that means the device code was used to sign into a terminal)

Deleting and Square payment terminal

The only way to logout of a device is to "deactivate" the code from the Square dashboard.

Click in the menu at the right of the device code to disable. In the contextual menu click the "Deactivate" link.

Deactivating the code will "logout" the terminal associated to the code and you will not be able to receive payments on that terminal until you re-pair the terminal with a new code.

Creating a new Ingenico payment terminal

In the main screen (if it's the first time) you will have an empty state and you will have to create the first payment terminal.

If is not the first time, you can still use the upper right corner "add new" button.

The create screen has 6 fields.

The name of the terminal is a descriptive name that you will use to identify each terminal. We recommend adding the same name to the physical terminal to easily identify it later on. You can use a sticker or a labeler to add the name into the terminal.

The Ingenico terminals will connect with betterez using a web socket and that means that the betterez application needs to know the IP address of the terminal and a protocol to use to connect.

The protocol can be one of two options ws or wss if your terminals have WSS (Secure web socket) enable you should select WSS, if not you can still use WS, but you will have to Configure your browser to allow ws connections over https

The IP is the address of the terminal in your internal network, see below Finding the IP on the terminal.

The last 3 fields will be used to locate the terminal in your organization. You can select a location from the list to indicate the physical location of the terminal.

The part and serial numbers can be found on the back of the terminal on a sticker.

At this moment because a limitation on Ingenico terminals you will need to select WS as the protocol, WSS is not supported.

Configuring your browser to allow ws connections over https

Chrome in particular won't allow to connect to ws when using an https connection.

To allow the interaction to work you will need to configure Chrome to accept this type of connections while using betterez.com

In the address bar click in the padlock icon and select "Site settings"

In the site page (it will open in a new tab), scroll down until you find "Insecure content" parameter. Change the value to "Allow" in the combo box.

Close the settings tab and go back to the betterez site. Notice at the top a message that ask you to Reload the site. Click the button

The computer and the Ingenico terminal needs to be in the same network to be able to communicate to each other.

Finding the IP on the Ingenico terminal

To find the IP address if an Ingenico terminal you will need to change to Admin mode in the Ingenico terminal. The steps below are for the Lane 3000 terminal.

The username “ADMIN” and the default password is “123456A”. These are case sensitive.

(To type a letter you type multiple times in the numeral key fast will still showing the number. It will cycle like this number, lower case letters, upper case letters, in the same order as printed in the keyboard). So to type "A" (upper case A), you need to click the keyboard "2" five times. (2, a, b, c, A)

In the screens above we can see that the IP for this terminal is 192.168.86.173

To go back click the select key again and the cancel key several times until you go back to the payment screen.

Editing an Ingenico payment terminal

To edit a terminal you click the name of the terminal in the terminals list.

This will open the details screen. It's the same screen as to create a new terminal but the fields will be completed with the information associated to the terminal that you are editing.

Once you complete the changes make sure to SAVE.

If you changed the IP or the protocol of the terminal and this is the terminal associated to the computer you are working on, you will have to re-associate the terminal to the computer.

Deleting an Ingenico payment terminal

You can delete a terminal from the main list.

Just click on the delete icon at the right of the terminal you want to delete from the system.

You will be asked to confirm the deletion.

If the deletion is completed you will receive a notification in the screen.

If you deleted the terminal that is associated to the computer you are working on, you will have to associate a terminal to the computer.