Setting up and using payment terminals
VE Admin>Manager>Terminal Connections VE>Payment, VE>Split Payment
Purpose
To give information about setting up payment terminals
SetUp Requirement: (Optional)
A paystone terminal wired into a network (or on wifi)
The IP address of the Terminal is also required as well as the port. This will typically be located in the Network settings on the terminal. (Press #>1>2 then select Communication Type to find Port number)
Steps (steps should be numbered)
1. Open VE Admin and head to the Manager>Terminal Connections tab
2. Hit new to create a new terminal connection
3. This will open up the area where you need to name the specific terminal, as well put in the port and IP address of the terminal.
Heartbeat is normally automatically set, but can be changed down to 100ms or raised if needed.
4. Publish and save admin
5. Head over to VE>Invoice and hit “Add Payment”
6. At the bottom of the payment screen there is a Payment Terminal field
The Payment Terminal menu allows you to select which terminal you want to use for the transactions.
7. Hit the picture of the terminal to bring up the connection. If you are able to properly connect to a machine it will look like this:
8. The transaction needs to be finished on the terminal, wait for the transaction to complete. Yhe “Waiting on Machine” will disappear when complete on the VE side.
9. The payment method will automatically fill out, reference field will be populated by the auth# and terminal details will be put into the comments.
10. For Split payments>Family the same thing happens but the location of the terminals are in a bit of a different location.
Terminals used on transactions are stored in the INVOICEITEM>SOURCE field
These allow terminal based reports to be generated to show sales from each terminal.
This report is found in Reports>Invoice>Summary>PaymentType
The report will look something like this
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