Terminal FAQ

How do I take payment?

  1. Select the payment icon on the top left hand corner of the screen.
  2. Select the “new payment” option and enter the amount the customer wishes to pay.
  3. The customer can then pay via contactless or insert their card.
  4. Once the payment has gone through, it will ask whether you would like to print a receipt for the customer if you select yes the customer receipt will print out first then a copy for you.
  5. If the customer does not want a receipt you can select no and it will just print out a copy for you.

How do I process a refund?

Select the new payment app, on the up right hand side of the screen.

  1. Select the transaction tap.
  2. It will ask you for a 4 pin number.
  3. Once opened you will see an option called “History” select that and you will see a refund option on the button on the left hand side of the screen.
  4. Click the refund button and select whether you want a full refund or partial refund.
  5. You will be asked if the customer would like a receipt, if yes it will print out the customer copy first then yours
  6. If the customer does not want a receipt, please select no and it will only print out a copy for you.

How do I get an end of day totals?

You can generate a totals report directly from the terminal, which will give you an overview of the total amounts for sales, refunds, tips and cancellations that have been processed through the terminal since the last reset. By resetting the report, you can get daily totals.

  1. Select the transactions icon, on the bottom left hand side of the screen
  2. Select Totals
  3. You will now be able to see a totals report for the period shown at the top of the report
  4. Select Print and the totals report will be printed
  5. In order to reset the period, select the reset button, once you reset the period the totals from the previous period will not be shown.

How can I edit the tipping amount?

  1. KodyPay can edit the tipping options on your behalf, we offer three preset options which can be a combination of a fixed amount such as £5 or you can set it as percentages.
  2. There is also an option for customers to enter an amount chosen by them
  3. There will always be an option for the customer to select ‘No Tip’

How can I update the terminal?

  1. Select the settings icon at the bottom of the left hand side of the screen and select configuration.
  2. You will then be prompted to enter the admin password*
  3. If the device is up to date it will state this on the screen, or it will have a pop up notification which says ‘update now’
  4. You can select the ‘check for updates’ option if you want to ensure the terminal is updated
  5. If the terminal requires a factory reset you can find this option at the bottom of the screen, please do not factory reset the terminal without consulting your KodyPay account manager.

How do I charge the terminal?

Lift the flap at the back of the charging cradle and you will see a charging port allowing you to plug it in and charge the terminal, once plugged in place the terminal on top of the cradle.

How do I restart the terminal?

Hold down the power button on the left hand side of the terminal and a notification will pop with the option to turn off or restart, please select restart.

How do I change the wifi?

You will need to select the settings icon, followed by network where you will be then promoted to enter the admin password* and then follow the following steps:

  1. Select a Wi-Fi network from the list
  2. Enter the Wi-Fi password
  3. Select ‘Ok’

How do I generate end-of-day totals?

  1. Click into the payment app on the terminal.
  2. Select the transaction button.
  3. Click totals.
  4. Then enter your 4 staff security pins.
  5. Then all the transactions made that day will come up.

How do I print my end-of-day totals?

  1. Click into the payment app.
  2. Select the transaction button.
  3. You will be asked to enter the 4 staff pin number.
  4. Click the “totals” option.
  5. Once the total transaction totals are opened, click the printer button on the right hand corner.

What should I do when my Terminal asks me for OTP?

Get in touch with the Kodypay Admin team and will provide you with OTP code.

What should I do when the machine is not printing?

  1. Double check if the printer has enough paper as this is a common issue.
  2. This could also be a Wifi issue. Double check the stability of your wifi.
  3. Or get in touch with the Kodypay team to look into this.

Why does the language on the machine change when an international card is used?

On occasion when a customer pays with an international card, the language on screen may change. For example if a customer uses a French card the approval screen text will appear in French, in this situation please look out for the big green tick for proof of a successful transaction or a big red x meaning the transaction has failed.

Why does the customer's payment reference show up as KodyPay?

On occasion, on the customers bank statement the payment they made at your establishment may show up as KodyPay instead of your business name.