Register the Terminal

Registering the terminal to a payment location is needed to take payments. A payment location is defined as a location that is assigned to a Business Account.

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

Register Terminal from the Onboarding Step 7

  1. Almost done! From the onboarding checklist, click Begin.
  2. Select the terminal model.
  3. Click Select Location. The payment locations available for selection are only those that:
    • Are linked to accounts that come under the business be worked on in the onboarding checklist.
    • The user has access to. A Payment Administrator will have access to all.
  4. (Optional) Enter a unique Terminal Friendly Name.
  5. (Optional) the default language (US English) for terminal can be changed.

  6. Enter the serial number. You can find the serial number on the back of the terminal.

    Tip: When entering the serial number, do not include dashes, just enter the numbers.

  7. (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.
  8. Click Register. You may see a message with details about the terminal registration.
  9. Click Register and Add Another or Register. Once at least one terminal has been registered you’ll see a completion message on the onboarding steps.

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. The payment locations available for selection are only those that the user has access to. A Payment Administrator will have access to all.
  4. (Optional )Enter a Terminal Friendly Name.
  5. (Optional) the default language (US English) for terminal can be changed.

  6. Enter the serial number. You can find the serial number on the back of the terminal.

    Tip: When entering the serial number, do not include dashes, just enter the numbers.

  7. (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.
  8. Click Register. You may see a message with details about the terminal registration.
  9. Click Register and Add Another or Register.

Parent topics: Payment Terminals , Onboard your Business