Once your CleanCloud Pay card terminal arrives, it’s time to activate it and connect it to your CleanCloud account. This article will guide you through the simple steps for setting up and configuring your terminal.
Payment Terminal Setup
Once you receive the terminal, follow these steps to activate it:
Go to Settings → Hardware → Payment Terminals.
Select the Terminal Model you are using.
Enter the Terminal Serial Number: Make sure to add three 0's at the beginning of the serial number ("000XXXXXXXXXXXX").
(Optional) Enable Send Live Basket to Terminal Screen, this will allow the live order basket to appear on the terminal screen. You can see what this would look like here Live Basket to Terminal Screen Demo
Click "Update" to save your changes.
During the setup, verify the admin email associated with your store is correctly entered and matches your store records. Accurate information about the terminal model and store name is also necessary.
🪄 Tip: Run a quick test sale through your terminal to ensure everything is functioning correctly.
Troubleshooting Issues
If your terminal displays an 'unable to setup unexpected error,' ensure the admin email, store name, and terminal model are correctly entered. Additional steps include checking for external payment integrations like Clearent and disabling them to avoid conflicts.
Send Live Basket to Terminal Screen Demo
Customize Your Payment Settings
After setting up your terminal, you can further customize settings:
Go to Settings → Admin → Payments & Finances → Payments.
Under CleanCloud Pay, you can access 'Account Information' and click 'View Account Information', which will redirect you to the Adyen platform for more details.
You can enable or disable additional preferences, such as:
Ask for Tip on Card Terminal
Require Customers to Add Credit Card Before They Can Place an Order
📍 CleanCloud Pay users do not need to configure external payment integrations like Clearent; these should be disabled to avoid potential conflicts.
Click "Submit" to save your preferences.
📌 Note: If you’re in Canada or Australia and wish to enable the tipping feature, please contact CleanCloud Support for assistance.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.