Setting Up Vantiv / Worldpay Terminals
Please Note: You will not see the Vantiv tab under POS Settings unless you are a Worldpay / Vantiv processing customer.
You can get to this part of the system by clicking on the Gear-Shaped Button on the far right side of the blue Admin Toolbar and then clicking on Settings > POS Settings > Vantiv.
After completing the hardware setup detailed above for your Worldpay processing terminal, on the terminal screen, you will see an Activation Code. Please note, the steps below are also what you will use if a problem arises and you have to reset your terminal configuration.
Click the Gear-Shaped Button on the right side of the blue Admin Toolbar and go to Settings > POS Settings > Vantiv.
If you can see the Activation Code in your processing terminal display, click the green Add New button on the Vantiv tab, and the Add Hardware panel will open. At the top, you'll see a description of the terminal activity you'll see after adding the Activation code.
Steps for Adding Hardware
- In the Activation Code field, enter the Activation Code exactly as it appears in your Worldpay processing terminal.
- The Description field is purely informational, and many people just enter the Till name, or the model of processing terminal, or just a brief title for the terminal. There are no wrong answers, the field is for your reference, but you need to enter something into the Description.
- Click the button next to the Till with which you want the terminal to be associated. Please note, that the terminal will only work with ONE till. When you use the Register to process transactions, to use your integrated Worldpay processing terminal, you will need to be logged into the specified Till.
- Click the Add button.
Your terminal is now integrated! To test the integration, go to the Register and log into the appropriate Till, then run a test transaction for a cheap item and click the Credit Card payment method.
The Add Credit Payment panel will open and will show the Amount, which you can manually adjust, if needed. Once you're ready to send the payment to the terminal, click the Pay button.
The terminal will receive the information for the amount from the Register, and will indicate that it is ready to either dip or swipe a credit or debit card. Visa Debit and U.S. Debit will be offered as choices, and Visa Debit requires an on-screen digital signature, while U.S. Debit requires just the PIN code for the card.
After your test transaction, you can go to Reports > End of Day and click to open it, then Void the transaction so it doesn't affect your books.
Please Note: This tab of the system saves changes you make as you make them, so there is no Save button at the bottom.