Configure Payment Devices

Who this is for

Manager or authorized staff configuring payment terminals in Devices -> Payments.

Before you start

• You are signed in with device-setting permission
• POS Code is set
• Relevant payment method/gateway is enabled in store setup

Steps

1. Open Devices.
2. Open Payments tab.
3. Select target device row.
4. Tap Info to check status, or tap edit icon to configure.
5. Save changes and re-check status.

What you should see

• Payment device list with status indicator
• Info and edit actions per row
• Unavailable state marker (!) on devices not currently available

Screenshot pending: client/cl-34-devices-payments-tab-list.png

Common edit dialogs

Linkly EFTPOS Terminal

Typical fields and actions:

• Environment (Production / Sandbox)
• Username
• Password
• Pair Code
• Pair / Unpair
• POS Name, POS Version, POS ID, POS Vendor ID

After successful pairing, save the settings and confirm the device remains available in the Payments tab.

Screenshot pending: functions/fn-payment-linkly-terminal-dialog.png

Octopus V3 Reader

Typical fields include IP Address, Port, Device ID, API ID, API Token, and Octopus toggles.

1. Enter the reader network details in IP Address and Port.
2. Enter the Octopus reader identifier in Device ID.
3. Enter API ID and API Token.
4. Review the Octopus toggles.
5. Save the settings.

Device ID is required

The Octopus V3 reader settings cannot be saved until Device ID, API ID, and API Token are filled.

Screenshot pending: functions/fn-payment-octopus-v3-reader-dialog.png

Other payment terminals

Generic dialogs usually include connection settings such as Connection, IP Address, and Port.

Screenshot pending: functions/fn-payment-generic-device-dialog.png

If something goes wrong

Device not shown in Payments tab

Payment-device visibility can depend on enabled linked gateways.

When to ask manager/admin

• Required payment terminal type is missing
• Settings save succeeds but device remains unavailable