This article will guide you to finish the following process on a standalone terminal.
Process a payment
To make a payment with a credit or debit card or NFC wallet from a standalone terminal:
After the terminal has been set up for standalone use, you can start a payment by entering the value of the transaction on the terminal, then handing it to the shopper to complete the transaction.
Start the payment:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ), select Start on the terminal display, or select the Confirm key 🟢 on the keypad.
Enter the transaction value and confirm to continue.
Hand the terminal to the shopper, so they can complete the payment.
The shopper presents their card or their device with the NFC chip to the terminal and follows the instructions on the terminal to complete the payment.
If the payment is successful, Approved is shown on the terminal display.
The terminal also prints a receipt* for the transaction.
*For enabling the receipt printing function for the terminal, please reach out to your account manager for help.
QR Code Payments
Standalone terminals also support wallets like Alipay and WeChat Pay. For these payment methods, a QR code is shown on the terminal display. The shopper uses the app on their phone to scan this QR code and complete the payment.
To make a QR code payment:
Start the payment:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ) select Start on the terminal display, or select the Confirm key 🟢 on the keypad.
Enter the transaction value and confirm to continue.
On the terminal display, select Wallets, then select the shopper's payment method. A QR code is shown on the terminal display.
Hand the terminal to the shopper, so they can complete the payment.
The shopper scans the QR code on the terminal to complete the payment.
If the payment is successful, Approved is shown on the terminal display. The terminal also prints a receipt for the transaction.
MOTO Payment
A Mail Order/Telephone Order (MOTO) transaction is a card-not-present transaction where the shopper provides you with their order and payment details by regular mail (not email), fax, or telephone. Before you can make MOTO transactions, you need to enable this feature.
To make a MOTO payment:
Open the special payments menu:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ):
Select 8 and then the Confirm key 🟢 (on legacy models, it is Confirm and then 8.).
Enter your Transactions passcode and select the Confirm key.
Select Moto payment.
Enter an amount and confirm.
Follow the instructions on the display to enter the shopper's card number and CVC code. The terminal may also ask you to enter the shopper's postal code (zip code) and house number.
The transaction then follows the normal flow.
Refund
There are two types of refund you can make from a standalone terminal:
Referenced refunds are connected to the original purchase.
Unreferenced refunds can be made to any card and for any amount.
Referenced refunds offer the following advantages over unreferenced refunds:
Lower risk of return fraud: a payment can't be refunded multiple times.
Lower risk of human error: store staff cannot enter the wrong refund amount on the terminal.
Support for QR code payment methods, such as Alipay and WeChat Pay, which don't allow unreferenced refunds.
When a refund has been processed, it is deducted from your in-process funds and will appear in your shopper's account within a few days.
Make a referenced refund
> Right now referenced refund only happens from POS where an order is refunded automatically to the card used to purchase.
Before you can make referenced refunds, contact Oolio support team, so they can enable referenced refunds for your account.
To make a referenced refund:
Open the menu:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ), open the Admin menu and select Transactions.
Select the transaction you want to refund.
Select the action to void (refund) the transaction.
The terminal prints a receipt for the refund.
If successful, the refund is issued directly to the shopper's account.
Make a unreferenced refund
To make an unreferenced refund:
Open the special payments menu:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ):
Select 8 and then the Confirm key 🟢 (on legacy models, it is Confirm and then 8.).
Enter your Transactions passcode and select the Confirm key.
Select Refund or MOTO refund.
If the terminal asks for a passcode, enter your 6-digit Unreferenced refunds passcode and select the Confirm key or Continue.
If you enter an incorrect passcode three times, you have to wait for 30 seconds before you try again.
Enter the value of the refund and confirm.
Complete the refund:
For a regular Refund, the shopper presents the card to the terminal and follows the instructions on the terminal to complete the refund.
For a MOTO refund, you manually enter the Card number, Expiry date, and CVC. The terminal shows a success screen. In case of a regular Refund, the terminal prints a receipt.
View, print, and reset totals
The terminal can generate a Totals report. This gives an overview of the total amounts for sales, refunds, gratuities (tips), and cancellations that the terminal processed since the last reset. By resetting the report, you can use this functionality to get day totals or shift totals.
To obtain the Totals report:
Open the menu:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ), open the Admin menu.
Select Totals.
You can now:
View a Totals report for the period shown at the top of the report.
Print the Totals report.
Start a new reporting period:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ) select Reset>Yes
The totals from the previous period are no longer shown.
Reprint a transaction receipt
To print another copy of the shopper or merchant receipt for a specific transaction
Open the menu:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ), open the Admin menu and select Transactions.
Select the transaction that you want to reprint a receipt for.
Select Receipts and then the receipt you want to print: Shopper receipt or Merchant receipt.
Select Print.
Select Cancel to go back to the point where you can select and print the other receipt, or select Cancel repeatedly until the Admin menu closes.
Cashback
The cashback feature lets shoppers get cash in hand from their account when making a purchase.
To issue a cashback:
Open the special payments menu:
On a non-Android terminal ( V400m, V400cplus & E-280, P400 ):
Select 8 and then the Confirm key 🟢 (on legacy models, it is Confirm and then 8.).
Enter your Transactions passcode, and select the Confirm key.
Select Cashback.
Enter the purchase amount and confirm to continue.
Enter the cashback amount.
Follow the instructions on the display to enter the shopper's card number and CVC code.
The transaction then follows the normal flow.