Device Setup
Last updated
Last updated
In order to start using the Application, you need to register a mobile device in the system and activate an existing payment terminal for it using one of the available ways:
| Method | Difference |
|---|---|
using the login and password of the Main Cashier | Confirmation codes are sent as an SMS message or to the Merchant's email. You need access to the SMS and/or email that was used by the acquiring service provider during Merchant registration. |
using the Device code | The device code is entered in the Merchant's web portal. You need access to the Merchant's web portal account to enter the Device code. |
using the QR activation code (available in the latest version of the app) | The QR code is scanned by the device in app. You need access to the Merchant's web portal account to generate QR. |
using the terminal activation link (available in the latest version of the app) | The terminal activation link is used on the device. You need access to the Merchant's web portal account to generate activation link. The link may also be sent by email or SMS from your acquiring service provider. |
The device setup must be performed by Main Cashier. If you are not Main Cashier, then let him/her know you need to pass the process on your device.
Enter the Username/Login and Password of Main Cashier.
When you enter the password, remember it is sensitive to upper and lower case.
If you are logging in the Application for the first time as Main Cashier, then the default Password is equal to the Login/Username (case sensitive).
Password that you received via email or SMS is not for Application it is for Merchant web portal.
If you have successfully entered credentials, the Application will ask you to enter the initialization code (4 digits). Enter it into the appropriate field and continue login.
The initialization code is sent by email or in an SMS to the Merchant's phone number (which is mainly specified when the acquiring service agreement is signed). It depends on what your Acquiring Service Provider has set.
The payment terminal activation can be required in the following cases:
you are passing the initialization process on the device for the first time
the device was unbound from the payment terminal.
If the payment terminal activation is needed, the system will ask to enter the activation code (4 digits). Enter it in the appropriate field and continue login.
The activation of the payment terminal must be performed by Main Cashier. If you are not Main Cashier, then let him/her know you need to pass the process on your device.
The activation code is sent by email or in an SMS to the Merchant's phone number (which is mainly specified when completing the acquiring service agreement). It depends on what your Acquiring Service Provider has set.
You may be notified that there are no available terminals to bind to your current mobile device. This message may occur when all the payment terminals generated by your 🏦 Acquiring Service Provider are already bound to your other mobile devices. In this situation, you can:
contact the Acquiring Service Provider with a request to increase the number of payment terminals
or unbind the existing payment terminal from some other mobile device.
The list of available payment terminals is located in the Merchant's web portal.
If you need to activate a payment terminal with a specific identifier, then you need to use the device setup using the Device Code
After the successful completion of device initialization and/or payment terminal activation , the Application will display the Amount entry screen.
This means the device is ready to use as a payment terminal.
On the login screen, click the Use Device Code button.
The device will generate a temporary Device Code consisting of 8 digits.
Go to the Merchant Portal or give this code to the person who has access to the Merchant Portal.
On the Merchant portal, you need to activate the payment terminal using the device code:
enter the Device Code.
If the Device Code is successfully entered on the Merchant Portal, then on the mobile device, click the Update device status button to complete the setup.
Upon successful completion of the device setup, the application will display a screen for entering the login and password of the cashier to enter the application.
The code is valid for the time indicated on the screen at the time of its formation. During this period, the Code must be entered in the Merchant's portal and click the Update status button on the mobile device. If both or one of the steps were completed after the specified period, the device setup procedure must be started again.
There are situations when there is a need to reconfigure the device (for example, they deleted, re-downloaded the application, cleared its memory, etc.) In this case, you can use the Device Activation section in the Merchant's portal, having previously generated a code on the device. You can also use this section if it does not matter to you which terminal the device will bind to. If you enter the code in this section, the system will link the device to a free terminal.
Go to the Merchant Portal and select an available payment terminal. Click Bind button. QR code will be generated that you can use in the mobile application.
Open the mobile application and press Scan QR Code button.
Grant the application the necessary permissions to use the device’s camera.
Point your device to the Merchant portal screen to capture the code.
Wait for the application to configure itself automatically.
You can log in after successful setup.
There are situations when there is a need to reconfigure the device (for example, they deleted, re-downloaded the application, cleared its memory, etc.) In this situation, on the Merchant Portal you need to open the selected payment terminal profile and click the Rebind device button. Use the generated new QR activation code on the device that needs to be reconfigured
Go to the Merchant Portal and select an available payment terminal. Click Bind button. A Terminal activation link will be generated that you can use in the mobile application.
The activation link can be generated by your acquiring service partner. In this situation, you will receive an Activation link from him via SMS or email.
Copy the activation link.
Open the link on your mobile device. Please note that the link has an expiration date.
The link should be opened in instant messengers, email, etc. You should not open it in a browser, as the activation process will not begin.
The device's operating system will prompt you to open a link using the tapXphone mobile application. Select it.
Wait for the application to configure itself automatically. After successful setup, you can log in.
There are situations when there is a need to reconfigure the device (for example, they deleted, re-downloaded the application, cleared its memory, etc.) In this situation, on the Merchant Portal you need to open the selected payment terminal profile and click the Rebind device button. Use the generated new Activation link on the device that needs to be reconfigured.
Main Cashier can log out of the account (by clicking on the icon ) and hand in the device for further use of the Application as it is intended to a another User/cashier.
go to the section in the section Payment terminals,
find a terminal available for binding and click the Bind button,
