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Set up your terminal

Before you can accept in-store payments, you set up your terminal in the Wallee Portal portal and then activate the device. The steps build on each other, so follow them in this order:

  1. Create a location: where the terminal is used
  2. Configure processors: which acquirers process your payments
  3. Create a terminal configuration: the settings your terminals use
  4. Create the terminal: links the device to a location and a configuration
  5. Wait for acquirer activation: your acquirers activate the terminal
  6. Activate the device: connect the physical terminal to your account
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Before you start: You need a terminal device (see Terminal Line-Up) and a contract with Wallee Portal or your acquirer.

Step 1: Create a location​

Every terminal belongs to a location. New accounts don't have a location yet, so you need to create one first.

  1. Go to Space → Terminals → Locations.
  2. Click Create terminal location.
  3. Fill out the form:
    • Name: a name to recognize the location, for example "Bern Store"
    • Address: given name, family name, organization name, street, country, postcode, city and email address are required. Salutation, sorting code and phone numbers are optional.
    • Contact Person Address: tick this box if the person responsible for the location has a different address from the location itself.
  4. Click Create.
attention

The address and contact details must be exactly the same as in your contract with Wallee Portal or your acquirer. If they don't match, the acquirer can't activate your terminal.

Step 2: Configure processors​

Processors connect your terminal to your acquirers. You need to configure them before you can create a terminal configuration.

  1. Go to Settings in your space (not your account).
  2. On the Main tab, open Processors.
  3. Click Configure processor in the top right.
  4. Choose your acquirer. You'll then see a page for each card brand you use with that acquirer, one after another. On each page, click Configure in the top right. You can leave all settings as they are.
  5. Repeat this for each acquirer you have a contract with.

The processors you can choose depend on your Wallee Portal subscription.

Step 3: Create a terminal configuration​

A terminal configuration holds all the settings for your terminals, such as which payment methods they accept, receipts, tips and maintenance times.

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One configuration, many terminals: You can use the same configuration for several terminals. Any change to the configuration applies to every terminal that uses it, so you only need to set things up once.

  1. Go to Space → Terminals → Configurations and create a new configuration.
  2. Enter a Name and check the Time Zone.
  3. Set the Maintenance Window: the time when the terminal installs updates, restarts and sends its final balance.
  4. Under Connectors, select the Connector Configurations for the payment methods your terminal should accept. Only connectors from the processors you configured in step 2 appear here.
  5. Save the configuration.

All other settings are optional and can be changed at any time. See Terminal Configuration for a description of every setting.

Step 4: Create the terminal​

  1. Go to Space → Terminals → Terminals and click Create terminal.
  2. Select Physical Terminal and click Set up terminal.
  3. Fill out the form:
    • Name: a name to recognize the terminal, for example "Checkout 1"
    • Location: the location from step 1
    • Configuration: the configuration from step 3
    • Terminal Environment: Production for real payments, or Test for test transactions
  4. Click Create.
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The terminal device must be set up for the environment you choose. If you're unsure, keep Production.

Step 5: Wait for acquirer activation​

After you create the terminal, Wallee Portal automatically sends its details to the acquirers in your configuration. Each acquirer then activates the terminal on their side.

attention

Activation is done by your acquirer, not by Wallee Portal, and usually takes 1–3 business days.

To check the status, open your terminal under Space → Terminals → Terminals. The Acquirers section lists each acquirer and its state. Click Refresh to update it.

Step 6: Activate the device​

As soon as at least one acquirer is active, an Activation Code appears in the Terminal Device section of your terminal's page. There's no activation code before that.

  1. Unbox the device and check that all accessories are included.
  2. Power on the terminal and wait for it to start.
  3. Connect it to the internet:
    • Wi-Fi: follow the on-screen setup.
    • 4G: on terminals with a SIM card, the SIM is pre-installed. Make sure mobile data is enabled.
  4. Enter the activation code from the portal when the terminal asks for it.
  5. The terminal links itself to your account and downloads its configuration.
  6. Run a small test transaction to check that everything works.

Your terminal's page also shows its Terminal ID and Merchant ID. Keep them handy, since you may need them when contacting support or your acquirer.