Payment terminals — register your physical card devices

Each physical POS card terminal you own (Moniepoint, Opay, Squad) must be registered here once before cashiers can use it. The registration tells the system which device to push charges to, which till to associate it with, and which bank account the settlement should land in.

Before you start

• The terminal must already be paired with the provider and powered on at the till.
• You need the serial number printed on the sticker under the device. (On Moniepoint it usually starts with 2000 or 2010.)
• Your tenant's provider credentials must already be set up under Setup → Gateway Credentials. If they aren't, register the device anyway — the "Test connection" button will tell you what's still missing.
• You must have Company Settings permission to open this page.

Steps

1. Go to Setup → Payment Terminals.
2. Click Register terminal (top-right).
3. Fill in:
   • Label — a name your cashiers will recognise (e.g. "Front Till", "Restaurant Counter 1").
   • Terminal Serial Number — type the sticker number exactly. The system rejects duplicate serials across your whole tenant.
   • Provider — Moniepoint, Opay, or Squad. The list is fixed; if your provider isn't here, it isn't supported yet.
   • Settlement Account (optional) — the GL bank account where money from this terminal should land. Leave blank to fall back to the payment method's default.
   • Bound to Till (optional) — if this terminal belongs to a specific cashier station, pick the till. Cashiers on that till will see this terminal pre-selected at charge time. Leave blank for "any till".
   • Active — leave ticked unless you're retiring the device.
4. Click Save.
5. Re-open the row and click Test connection. The system asks the provider whether your tenant's credentials would let it reach this device — green = good to go, red = something's wrong with the credentials (not the device).

Tips

• One terminal per row. If you have three Moniepoint devices, register three rows.
• The Test connection button does not push a real charge to the device — it only checks that the system can authenticate with the provider on your tenant's behalf. The device itself isn't reachable for testing without involving the provider.
• Use clear cashier-facing labels. "Front Till" is more useful at 5pm during a rush than "TERMINAL-001".
• To retire a terminal, uncheck Active instead of deleting — that keeps the charge history intact for audits. The system blocks delete if any past charge references the serial.

Common problems

• "Terminal serial 'X' is already registered" → another row in this tenant has the same serial. Search the list for the existing row; if it's wrong, edit it or deactivate.
• Test says "No active credentials configured" → set up the provider's credentials first at Setup → Gateway Credentials, then come back and test.
• Test says "Moniepoint rejected the stored credentials" → the credentials saved on Gateway Credentials are wrong or were revoked. Re-enter them.
• Cashier doesn't see the terminal in POS → check that Active is ticked, AND that the Provider here matches the Gateway Provider on the Payment Method the cashier picked.
• "This terminal has charge history" when trying to delete → use Deactivate instead. The charge history must stay queryable for IRS / audit reasons.