Setting up and using payment terminals

Setting up and using payment terminals

Payment terminals allow you to process credit and debit card transactions directly through Visual-Eyes. This guide covers how to set up and use Paystone payment terminals for invoice payments and split payments.

Prerequisites

  • A Paystone terminal wired into a network or connected via WiFi
  • The IP address of the terminal
  • The port number of the terminal (typically located in the Network settings on the terminal. Press #, then 1, then 2, then select Communication Type to find the port number)

Setting Up a Payment Terminal

  1. Open VE_Admin and navigate to Manager > Terminal Connections.
  2. Click New to create a new terminal connection.
  3. This will open the configuration area where you need to:
    • Name the specific terminal
    • Enter the port number
    • Enter the IP address of the terminal
    • Set the Heartbeat interval (normally automatically set, but can be changed down to 100ms or raised if needed)
  4. Click Publish, then Restart Visual-Eyes.

Processing Payments with a Terminal

  1. Navigate to VE > Invoice and click Add Payment.
  2. At the bottom of the payment screen, locate the Payment Terminal field.
  3. The Payment Terminal menu allows you to select which terminal you want to use for the transaction.
  4. Click the picture of the terminal to bring up the connection. If you are able to properly connect to a machine, you will see a confirmation screen.
  5. The transaction needs to be finished on the terminal. Wait for the transaction to complete. The "Waiting on Machine" message will disappear when complete on the Visual-Eyes side.
  6. The payment method will automatically fill out, the reference field will be populated by the authorization number, and terminal details will be added to the comments.

Split Payments

For Split Payments > Family, the same process applies, but the location of the terminal selection is in a slightly different location within the split payment interface.

Terminal Reporting

Terminals used on transactions are stored in the INVOICEITEM > SOURCE field. This allows terminal-based reports to be generated to show sales from each terminal.

To view terminal-based sales reports:

  1. Navigate to Reports > Invoice > Summary > PaymentType.
  2. Review the report showing sales broken down by terminal.

Common Issues

Issue: Cannot connect to the payment terminal.

Fix: Verify the IP address and port number are correct. Ensure the terminal is connected to the network and powered on. Check that the Heartbeat interval is set appropriately.

Issue: Payment terminal does not appear in the dropdown.

Fix: Ensure you have published VE Admin and restarted Visual-Eyes after creating the terminal connection.

Tip: Always wait for the "Waiting on Machine" message to disappear before proceeding. This ensures the transaction has completed successfully on the terminal and all payment details have been properly recorded in Visual-Eyes.


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