Set-up Terminals
1. Terminal Configuration (in Wallee Portal)
Before using a terminal, configure it in the Wallee Merchant Portal:
- Log in to your Wallee Portal.
- Navigate to Terminals → Configuration.
- Adjust optional settings as needed:
- Tipping
- Digital receipts
- Maintenance windows
- Save your changes.
2. Location Setup (in Wallee Portal)
Linking terminals to the correct store or kiosk ensures transactions are grouped and settled correctly:
- In the Wallee Portal, go to In-store Payments → Locations.
- Create a new location (e.g. “Bern Store” or “Kiosk Zürich”).
- Enter required details (address, location name, store ID).
- Assign one or more registered terminals to this location.
- Save and confirm.
- All future transactions will now be reported and settled under the defined location.
3. Physical Device Setup
Prepare the terminal for first use:
- Unbox the device and verify all accessories are included (power supply, cables, cradle if applicable).
- Power on the terminal and wait for the boot sequence to complete.
- Establish network connectivity:
- Wi-Fi: follow on-screen setup to connect to your local network.
- 4G (SIM): the SIM card is pre-installed; simply ensure mobile data is enabled.
- Enter Activation Code:
- In the Wallee Portal, go to Space → Terminals.
- Select the corresponding terminal.
- Copy the Activation Code.
- On the terminal, follow the on-screen prompt to enter this code.
- The device will now link itself with your Wallee account.
- Once activated, the terminal will automatically fetch its configuration from the Wallee Portal.
- Run a test transaction (e.g. 0.01 EUR) to verify that the terminal is fully operational.