Card Terminal Guide

This guide will help you set up your card terminal and integrate it seamlessly with your new software. We’ll also provide you with a few ways to accept in-person payments. We can't wait to get you started!

01. Setting Up Your Terminal

Get familiar with the parts of your card reader:

 

Setting up
A few things to check before we get started:
1. Add Company Address
Without a valid address, the terminal won’t work.
In Class Manager (web version) go to Settings> Company> Information  and add an address under company detail.
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2. Connect Stripe Account 

Make sure you have a stripe account connected to Class Manager

To set up a Stripe account, go to Billing> Settings> Payment Methods 
You will see the option to Connect under the Debit/Credit card section.
When selecting this you will be redirected to Stripe to set up an account. 

Here's to a detailed guide➡️Get Started 4 - Set up your payment method


3. Enable Bluetooth 
Make sure your phone has bluetooth turned on.

4. Turn on your Terminal
Power on the terminal and wait for it to initialise

• Press the power button and wait a few seconds for your device to 
• In the Class Manager app, go to ≡> Settings> Terminal
• In terminal settings, select Find Terminal and wait for the device to locate the terminal.
• Bluetooth Pairing Request: Your device may ask you to pair your terminal with your phone. Select Pair
• The terminal should connect automatically
  but if not, tap on Connect.  It may take a few seconds to establish the connection. Do not refresh the page during this process. The terminal will sound two short beeps when
  connection is established or one long beep when disconnected

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02. Taking Payments

Take a Payment for Existing Invoices (From the Class Manager App)

1. Go to Billing> Invoices, and select any unpaid invoice
   e.g Awaiting Payment or Part Paid
2. Open the menu in the top right corner on the invoice details page and 
   select Terminal Payment (It may take a few seconds to appear).
3. If needed, the payment amount can be edited. Then, select Initiate Payment 
4. When the terminal is ready a message will appear at the top of the screen. The customer can
   then proceed with the payment on the reader via chip and pin or contactless.
   The payment will be shown on the invoice assignments as Direct Debit 

Create a Payment for a Customer (From the Class Manager App)

1. Go to Billing> Payments and tap on the green terminal icon in the bottom right of the screen. (It may take a few seconds to appear)
2. Select the customer you will be creating a payment for.
3. Select the invoice you would like to assign the payment to. 
   If you select Auto Assign the payment will be added to any outstanding invoice.
   If the customer doesn’t have any outstanding invoices, the payment will be added as credits to their account.

Alternatively go to ‘Customers’ 

1. Select the customer you would like to create a payment for and go to  the Invoices tab.
2. Select any unpaid invoice. Awaiting Payment or Part-paid
3. On the invoice details page go to ≡ and select Terminal Payment. (It may take a few
   seconds to appear).
4. The invoice will be automatically selected. As before, you can change the amount if necessary. Proceed with the payment by selecting Initiate Payment

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Taking the Payment on your Terminal 

Terminal Ready 

When this message appears at the top of the screen your reader is initiated and the customer can
make the payment.

Payment method accepted
When this message appears at the top of the screen the payment method was accepted and is
being processed.

Payment successful 

When this message appears at the top of the screen the payment was successful. 

Payment failed 

Your reader will give a message with the issue that needs to be resolved (e.g. insufficient funds)

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03. Troubleshooting your Terminal

Terminal isn’t connecting

• Make sure the terminal is fully charged before attempting to connect.
  Check that Bluetooth and location services are enabled on your device.
• If not, go to your phone settings and enable them. The terminal may request
  permission to use Bluetooth or Location.
  If the terminal has been previously paired with another device, it can only be
  used with one device at a time.
• To pair it with a new device:
  - Delete the terminal from the Class Manager app under Settings> Terminal
  - Forget the reader from your bluetooth devices list in the Apple/Android
  settings app.
  - Reboot the terminal before attempting to connect it with the new device
• If you have closed down the Class Manager App, you may need to reconnect
  your terminal. Go to Settings> Terminal and press Connect