How to set up Payter payment terminals

Enhance driver experience with a seamless payment process by setting up credit card payments using a Payter terminal! This guide provides detailed instructions for adjusting your Payter terminal settings in the ChargeLab dashboard.

Configuring Payment Terminals

  • Access the Payouts Tab

    1. Sign in to the ChargeLab Dashboard: Utilize your login credentials to access the dashboard.

    2. Go to the Payouts Tab: Navigate to the "Payouts" tab located in the main menu.

  • Connect to a Payter Account

    If a Payter account is not linked to your company, a “Connect Payter account” button will be visible. This is an external link that bring's you to Payter's onboarding site. 
    1. Connect Your Payter Account: Click the “Connect Payter account” button.
      • A modal window will appear with two options:
        • Payter Account Creation Form: If you do not have a Payter account, click the provided link to create one.
        • Payter Account Domain Input: If you already have a Payter account, enter your Payter account domain.

    • The Payter payment solution.
    • Its value proposition and benefits.
    • Steps for ordering and onboarding new terminals.
    • The Payter payment solution.
    • Its value proposition and benefits.
    • Steps for ordering and onboarding new terminals.
  • The external link provided on the Payment Terminals card leads to a help center page with comprehensive details about:
    • The Payter payment solution.
    • Its value proposition and benefits.
    • Steps for ordering and onboarding new terminals.
  • The external link provided on the Payment Terminals card leads to a help center page with comprehensive details about:
    • The Payter payment solution.
    • Its value proposition and benefits.
    • Steps for ordering and onboarding new terminals.

  • Set Up the Terminal

    1. Choose "Set Up Terminal": Click on the action menu next to the terminal labeled as “None linked”. Select the “Set up terminal” option from the dropdown menu.

    2. Configure Terminal Settings: A modal window for “Setting up payment terminal” will appear. Opt for the desired language for the terminal. By default, it will match the user’s language but can be modified as necessary.

    3. Link Chargers: Choose one or more chargers to link to the terminal from the available list of chargers within your organization.

    4. Save the Configuration: Upon selecting the language and chargers, click on the “Save” button. This action will trigger the subsequent processes of updating the terminal's user interface and managing all relevant communications.

  • Verifying Setup Completion

    1. Review Linked Terminals List: Once the setup is finalized, the terminal will be visible in the “Linked terminals” list within the Payment Terminals card. Confirm that the terminal is now listed with the correct chargers.

    • If the account details are accurate, your Payter terminals will be listed in the terminal inventory.
    • If no terminals have been added yet, a “No terminals added yet” message will be shown.
    • If the account details are incorrect, a validation error will be displayed.

Editing Payment Terminals

  • Locate the Payment Terminals Card

    1. Find the Card: On the right side of the Payouts page, locate the "Payment Terminals" card.

    2. Identify the Terminal to Edit: Locate the specific terminal you wish to edit from the list of linked terminals. Choose "Edit Terminal" and click on the action menu next to the terminal you want to modify.

  • Adjust Terminal Settings

    1. Review Linked Chargers: A pop-up window labeled “Set up payment terminal” will appear. Review the chargers currently associated with the terminal.

    2. Add/Remove Chargers: Add or remove chargers from the company list as necessary. Note that each charger can only be assigned to one payment terminal at a time.

    3. Select Terminal Language: Choose the preferred language for the terminal from the provided options.

    4. Save the Configuration: Once the required adjustments have been made, click the “Save” button. This action will trigger the subsequent processes of updating the user interface of the terminal and any related communications.

Troubleshooting

  • If necessary, multiple chargers can be linked to a single terminal. This is particularly beneficial in kiosk mode. Please ensure that the chargers are in the same location if they are linked to the same terminal.

  • Ensure that the terminal is correctly linked to your Payter account. If the terminal does not appear, refresh the Payouts tab or log out and back into the dashboard.

  • Double-check the selected language and chargers. Verify that all mandatory fields in the modal window are accurately completed.

  • Ensure that you have clicked the “Save” button after making modifications. If the changes do not appear immediately, refresh the Payouts tab or log out and back into the dashboard.

  • Confirm that you have the appropriate permissions to adjust terminal settings. Double-check that the terminal is correctly linked to your Payter account and is listed in the Payment Terminals card.

  • If charger assignments are incorrect, use the "Edit Terminal" option in the dashboard to update linked chargers. Save changes to ensure the dashboard reflects accurate information.

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