Opayo Terminals User Guides

1. Sales and refunds

Processing a contactless sale

1. Enter amount or select 'Sale' and enter amount
2. Customer must tap card/phone
3. If device beeps, card has been read
4. Follow on-screen instructions

Processing a sale using Chip and PIN

1. Enter amount or select 'Sale' and enter amount
2. Insert card into terminal
3. Enter PIN if prompted
4. Follow on-screen instructions

Processing a sale by swiping a card

1. Enter amount or select 'Sale' and enter amount
2. Swipe card along side of terminal
3. Follow on-screen instructions

Keyed customer present/ customer not present

1. Enter amount or select 'Sale' and enter amount
2. Key in the customer card number
3. Answer if customer is present or not
4. Answer on-screen questions
5. If customer isn't present there may be extra questions or checks.

Processing a refund

Whether it's contactless, chip, swipe or keyed, select 'Refund' from the menu and follow on-screen instructions

Void transaction

1. Select 'Void' from menu
2. Enter the sequence number from receipt
3. Follow on-screen instructions
4. If you don't enter a sequence number and press 'OK', the last transaction will be void. 

2. Receipts and reports

Duplicating transaction receipt

1. Select 'Duplicate' from menu
2. Enter the sequence number from receipt
3. Follow on-screen instructions
4. If you don't enter a sequence number and press 'OK', the last transaction receipt will be duplicated

Printing a report

1. Select 'Reports'
2. Enter the management password, if prompted
3. Select the relevant report option to print

P2PE

All devices support P2PE and will mask PAN on both merchant and customer copy

3. Optional Features

Following features are optional depending on what was ordered for device. To avail all these call our Customer Services Support Team. 

End of day reporting

1. Set to run, automatically or manually. If automatic, ensure terminal stays on at all times. 
2. For manual, select 'End of day'
3. Enter management password if prompted
4. Select 'Upload End of day'
5. Reports will be printed once 'End of day' has been succcessful

Cashback

1. Select 'OK' if customer wants cashback
2. Enter the amount which is added to sum total
3. Continue payment

Dynamic currency conversion

If your device is configured for DCC, and the card presented is eligible for DCC, customer can choose to pay in the local currency or their own currency.

Hotel functionality/ pre-authentication

1. Select ‘Pre-auth’ from the main menu
2. Follow the prompts on the terminal

Hotel functionality/check-out

Select ‘Completion’ from main menu P2PE and follow the prompts on terminal

Transactions with gratuity

There are two different types of gratuity available:

Option 1. Gratuity amount.

1. Enter gratuity amount manually and select ‘OK’

Option 2. Gratuity percent or amount.

1. Default of 10% gratuity
2. Default of 15% gratuity
3. ‘Enter %’ to manually enter own %
4. ‘Enter amount’ to manually enter own amount

4. Points to note

Not connected

If Cloud icon displays, the terminal is not connected. Check router, and cable, then restart terminal.

Transactions referred

If transaction is referred, the device will display a message to call for authorisation. Enter password and authorisation code.

Tamper

If the device shows a ‘Tamper Error’ please contact our Customer Support Team.

Last pin attempt

Customer has one final PIN attempt remaining. Entering the PIN incorrectly will block card.

MID/TID

These are printed on receipts.

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1. Sales and refunds

Processing a contactless sale

1. Enter amount or select 'Sale' and enter amount
2. Customer must tap card/phone
3. If device beeps, card has been read
4. Follow on-screen instructions

Processing a sale using Chip and PIN

1. Enter amount or select 'Sale' and enter amount
2. Insert card into terminal
3. Enter PIN if prompted
4. Follow on-screen instructions

Processing a sale by swiping a card

1. Enter amount or select 'Sale' and enter amount
2. Swipe card along side of terminal
3. Follow on-screen instructions

Keyed customer present/ customer not present

1. Enter amount or select 'Sale' and enter amount
2. Key in the customer card number
3. Answer if customer is present or not
4. Answer on-screen questions
5. If customer isn't present there may be extra questions or checks.

Processing a refund

Whether it's contactless, chip, swipe or keyed, select 'Refund' from the menu and follow on-screen instructions

Void transaction

1. Select 'Void' from menu
2. Enter the sequence number from receipt
3. Follow on-screen instructions
4. If you don't enter a sequence number and press 'OK', the last transaction will be void. 

2. Receipts and reports

Duplicating transaction receipt

1. Select 'Duplicate' from menu
2. Enter the sequence number from receipt
3. Follow on-screen instructions
4. If you don't enter a sequence number and press 'OK', the last transaction receipt will be duplicated

Printing a report

1. Select 'Reports'
2. Enter the management password, if prompted
3. Select the relevant report option to print

P2PE

All devices support P2PE and will mask PAN on both merchant and customer copy

3. Optional Features

Following features are optional depending on what was ordered for device. To avail all these call our Customer Services Support Team. 

Transactions with gratuity

There are two different types of gratuity available:

Option 1. Gratuity amount.

1. Enter gratuity amount manually and select ‘OK’

Option 2. Gratuity percent or amount.

1. Default of 10% gratuity
2. Default of 15% gratuity
3. ‘Enter %’ to manually enter own %
4. ‘Enter amount’ to manually enter own amount

Cashback

1. Select 'OK' if customer wants cashback
2. Enter the amount which is added to sum total
3. Continue payment

End of day reporting

1. Set to run, automatically or manually. If automatic, ensure terminal stays on at all times. 
2. For manual, select 'End of day'
3. Enter management password if prompted
4. Select 'Upload End of day'
5. Reports will be printed once 'End of day' has been succcessful

Dynamic currency conversion

If your device is configured for DCC, and the card presented is eligible for DCC, customer can choose to pay in the local currency or their own currency.

Hotel functionality/ pre-authentication

1. Select ‘Pre-auth’ from the main menu
2. Follow the prompts on the terminal

Hotel functionality/check-out

Select ‘Completion’ from main menu P2PE and follow the prompts on terminal

4. Connectivity

Connecting to Wifi

1. Select ‘Settings’ from menu, password is 9999.
2. Select ‘IP menu’, then ‘Scan’, WIFI net terminal will display available WIFI networks.
3. Select appropriate WIFI.
4. Enter WIFI Password (WPA Key).

Connecting to GPRS

1. Select ‘Settings’ from menu.
2. Select ‘Set comms type’.
3. Select ‘GPRS’.
4. Follow on-screen instructions.
5. By default, terminal will select ‘AutoAuto’ to allow best network selection.

Dual comms

1. Icons on status bar will display symbol for configured comms types.
2. To enable/disable a comms type go to ‘Settings’, ‘IP menu’, ‘Set comms type’. When both are green, both are enabled.
3. Red indicates comms type is disabled.

5. Points to note

Not connected

If Cloud icon displays, the terminal is not connected. Check router, and cable, then restart terminal.

Transactions referred

If transaction is referred, the device will display a message to call for authorisation. Enter password and authorisation code.

Tamper

If the device shows a ‘Tamper Error’ please contact our Customer Support Team.

Last pin attempt

Customer has one final PIN attempt remaining. Entering the PIN incorrectly will block card.

MID/TID

These are printed on receipts.

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