---
title: Card Terminal Guide
description: "This guide will help you set up your card terminal and\nintegrate it seamlessly with your new software. We’ll also provide you with a few ways to accept in-person payments.\nWe can't wait to get you started!"
---

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1. [Classic Class Manager Knowledge Base](https://help.classmanager.com/en?hsLang=en)
2. [Payments](https://help.classmanager.com/en/payments?hsLang=en)

# 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:

![](https://help.classmanager.com/hs-fs/hubfs/image-png-Mar-06-2025-08-31-35-4530-PM.png?width=688&height=702&name=image-png-Mar-06-2025-08-31-35-4530-PM.png)

We recommend charging your terminal once a day for maximum capability.

 

**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](https://help.classmanager.com/en/getting?hsLang=en)

- You only need to do this if you’re not already using Stripe with Class  
  Manager

**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

What do the icons mean?

![](https://help.classmanager.com/hs-fs/hubfs/image-png-Mar-06-2025-11-04-46-0144-PM.png?width=221&height=80&name=image-png-Mar-06-2025-11-04-46-0144-PM.png)

Tip: You only need to follow these instructions when you set up the terminal for the first time.

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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.

**![](https://help.classmanager.com/hs-fs/hubfs/image-png-Mar-06-2025-11-40-53-0183-PM.png?width=355&height=71&name=image-png-Mar-06-2025-11-40-53-0183-PM.png)**

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

![](https://help.classmanager.com/hs-fs/hubfs/image-png-Mar-06-2025-11-41-59-5064-PM.png?width=353&height=80&name=image-png-Mar-06-2025-11-41-59-5064-PM.png)

**Payment successful **

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

![](https://help.classmanager.com/hs-fs/hubfs/image-png-Mar-06-2025-11-42-29-8754-PM.png?width=355&height=77&name=image-png-Mar-06-2025-11-42-29-8754-PM.png)

**Payment failed **

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

![](https://help.classmanager.com/hs-fs/hubfs/image-png-Mar-06-2025-11-43-11-0355-PM.png?width=342&height=85&name=image-png-Mar-06-2025-11-43-11-0355-PM.png)

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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`

- [Getting Started](https://help.classmanager.com/en/getting-started?hsLang=en#main-content)
  
  
  
  
  
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    - [Admin Portal Management](https://help.classmanager.com/en/parent-portal?hsLang=en#admin-portal-management)
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- [Settings](https://help.classmanager.com/en/settings?hsLang=en#main-content)
  
  
  
  
  
    - [Custom Attributes](https://help.classmanager.com/en/settings?hsLang=en#custom-attributes)
    - [Account](https://help.classmanager.com/en/settings?hsLang=en#account)
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