Register the Terminal

For details about required privileges, see Predefined Payment Groups and Privileges.

Register from the Onboarding Checklist

  1. From the onboarding checklist, click Begin.
  2. Select the terminal model.

  3. Click Select Location, select the location, and then click Select Location.

    The locations available for selection are only those that:
    • Are linked to accounts in the business being added.
    • The user has access to.
    • Are payment locations linked to accounts that come under the business be worked on in the onboarding checklist.
  4. Enter a unique Terminal Friendly Name.
  5. Enter or scan the serial number. You can find the serial number on the back of the terminal and enter it manually or you can scan it if you are using a mobile device to register.

    Note:

    When entering the serial number, do not include dashes, just enter the numbers.
  6. (Optional) Click Add image of a page with a plus sign to connect more than one workstation.
    1. Enter a Workstation name and then enter a unique Workstation ID. For more details about the workstations that communicate with the terminals, review the documentation for your POS platform.
    2. Click the check mark image of a check mark.
  7. Click Register. You may see a message with details about the terminal registration.
  8. Click Register and Add Another or Register.

Register from the Terminals Page

  1. Click Terminals at the bottom of the dashboard and then click Register Terminals.
  2. Select the terminal model.
  3. Click Select Location, select the location, and then click Select Location.
  4. Enter a unique Terminal Friendly Name.
  5. Enter or scan the serial number. You can find the serial number on the back of the terminal and enter it manually or you can scan it if you are using a mobile device to register.

    Note:

    When entering the serial number, do not include dashes, just enter the numbers.
  6. (Optional) Click Add image of a page with a plus sign to connect more than one workstation.
    1. Enter a Workstation name and then enter a unique Workstation ID. For more details about the workstations that communicate with the terminals, review the documentation for your POS platform.
    2. Click the check mark image of a check mark.
  7. Click Register. You may see a message with details about the terminal registration.
  8. Click Register and Add Another or Register.

Register from Business Management

  1. Click Business Management at the bottom of the dashboard, click the business, click the business unit, click the business account, click the location, and then click Register.
  2. Select the terminal model.
  3. Click Select Location, select the location, and then click Select Location.
  4. Enter a unique Terminal Friendly Name.
  5. Enter or scan the serial number. You can find the serial number on the back of the terminal and enter it manually or you can scan it if you are using a mobile device to register.

    Note:

    When entering the serial number, do not include dashes, just enter the numbers.
  6. (Optional) Click Add image of a page with a plus sign to connect more than one workstation.
    1. Enter a Workstation name and then enter a unique Workstation ID. For more details about the workstations that communicate with the terminals, review the documentation for your POS platform.
    2. Click the check mark image of a check mark.
  7. Click Register. You may see a message with details about the terminal registration.
  8. Click Register and Add Another or Register.

Parent topic: Payment Terminals