In-store
This section covers everything you need to accept payments in person: choosing a terminal, setting it up, configuring it, using it day to day and connecting it to your cash register.
Before you start
Two things must be in place before your first in-store payment:
- A contract with PostFinance Checkout or with your acquirer. You don't need to add acquirer contracts in the portal: when you create a terminal, PostFinance Checkout sends the activation request to your acquirers automatically.
- A configured processor and connector for each payment method you want to accept. See steps 2 and 3 in Set up your terminal.
What is in this section
| Topic | What you will find |
|---|---|
| Terminal Line-Up | The terminals we offer and their features. |
| Set up your terminal | Step by step from creating a location to activating the device. |
| Terminal Configuration | Every setting that controls how your terminals work: receipts, tips, maintenance and more. |
| Using the terminal | Taking payments, refunds and other transactions, and the settings menu on the device. |
| Integrations | Connecting terminals to your cash register via the cloud, the local network or Android. |
| Financial Balances | How the terminal's final balance works. |
| SoftPOS on Android | Accepting card payments on an Android phone, without a separate terminal. |
Choosing your approach
- Standalone terminal
- Connected to my cash register
- Unattended
- Phone as terminal
You enter the amount directly on the terminal. Set up your terminal and see Using the terminal for daily use.
Your cash register sends the amount to the terminal, so staff don't have to type it twice. Set up the terminal as usual, then connect it through one of the Integrations.
For vending machines, kiosks, parking or EV charging, where no staff are present. In your Terminal Configuration, enable API Access and set Personnel's Attendance to Unattended. Tipping isn't available on unattended terminals.
With SoftPOS on Android, an Android phone accepts contactless card payments, with no extra hardware needed.
Your terminals update automatically during the maintenance window you set in the terminal configuration, so they always run the latest software and security updates.
Accepting payments online as well?
Online and in-store payments run in the same space, so all transactions appear in one list and one settlement. See Online for checkout integrations, plugins and payment links.