ROLLER Payments card terminal setup

Prepare for setup

Before setting up payment terminals, follow the preparation steps in the guide Prepare and check your hardware.

Set up POS payment terminals

After you have prepared each POS station, set up each terminal using the following steps:

Step 1: Charge the terminal

1. Plug the supplied power adapter into a power outlet.
2. Connect it to the card terminal.
3. The terminal will boot up immediately.

Follow the specific setup guides for your device:

• P400 Plus (Ethernet)
• v400m
• Set up S1F2 card terminals

Step 2: Connect to the network

Connect your terminal to the internet:

• Ethernet (recommended for reliability and performance): Connect the terminal via Ethernet cable to your local area network.
• WiFi (if Ethernet not available):
   
  • On the terminal, press Configure network.
  • Select WiFi and toggle it on.
  • Select Add network and choose your WiFi from the list.
  • Enter the password and press Green.
  • Once connected, press Red until you return to the welcome screen.
  • Cellular (v400m only): The device can connect via 4G/3G.

Step 3: Update software

1. On the terminal, press 9 and then Green.
2. Enter the passcode if prompted, then press Green. To find your passcode, log in to POS and go to More > Settings > Hardware.
3. Navigate to Software > Update (touchscreen or press 2 then Green).
4. Wait for the update to complete. The terminal may restart several times and can take up to 1 hour.

Step 4: Board the terminal

1. On the terminal, press Board terminal.
2. Confirm the store location.
   
   If the location is incorrect, stop and contact your Training & Implementation Manager or the support team.
    
3. Wait for the process to complete (up to 5 minutes).
4. When finished, the terminal will display the welcome screen with the ROLLER Payments logo.

If the message “Can’t find your store” appears, stop and contact the support team.

Step 5: Pair with ROLLER POS

1. Log in to POS.
2. Go to More > Settings > Device:
    
   • Check that your computer is allocated to the correct POS device profile.
   • If incorrect, scroll down, select Deactivate device, then choose the correct profile.
      
3. Go to More > Settings > Hardware and configure:
    
   • Auto Print merchant copy card receipt: Yes/No (your preference).
   • Auto Print customer copy card receipt: Yes/No (your preference).
   • Offline card payment?: No.
   • Use ROLLER Print Service: Yes.
      
4. ROLLER Payments cloud terminal integration serial number: Select your terminal (serial is on the back of the device).
5. Select Save settings.
6. Press Ctrl + Shift + R to hard refresh POS and confirm the connection.

After the payment terminal is boarded, the next step is to pair it with your ROLLER POS device:

Step 6: Pair with self-serve kiosk (if applicable)

1. From the Venue Manager, go to Apps > Self-serve kiosk > Devices.
2. Find the device and select the options menu (⋮).
3. Select Edit > Payment terminal.
4. Enter the card terminal serial number in the ROLLER Payments terminal identifier field.
5. Refresh the kiosk browser and test with a card purchase.
6. Repeat for each kiosk device.

Test the terminal

Process a payment:

1. Create a booking, select Pay total > Card > Pay, and follow the terminal instructions.
2. Confirm that receipts print according to your POS settings.

Process a refund:

1. From POS, go to the booking (Go to booking or More > Activity).
2. Select Refund > Card > Total > Issue a credit refund.
3. Wait for the refund to complete.

For refunds, guests do not need to insert or tap their card. The terminal will display $0 regardless of refund amount.

Once you have completed these steps for all of your payment terminals, the setup is complete and you can start taking payments.