Tips & Tricks

We’re always looking for ways to optimize the way we do things. On this page we share some tips and tricks we’ve learned for getting the most out of Credit Card Terminal.

Required Fields

If you’re trying to perform transactions as quickly as possible, all you need is an amount and a swiped card. Or, if you’re doing keyed entry, enter at least the card number and expiration date. You may be able to qualify for a better rate for keyed entry if you collect at least part of the customer’s billing address. That’s why we included the zip code on our main terminal screen.

Customer Contact Info

By tapping “More” on the main terminal screen, you can enter additional customer details for the transaction.

Scout Your Venue

Credit Card Terminal is a mobile solution that depends on Wi-Fi or cellular network coverage. If you’re planning to use it at big event, you should make sure that you’ll have adequate coverage. At a hotel or convention center, you might need to get a security key or password to use the Wi-Fi. We’ve optimized our network code so your transactions can run even over relative slow Edge cellular connections.

It’s easy to run a test transaction. Just go to the gateway settings screen and tap done, and we’ll automatically run a test transaction.

Generate Reports

You can export your transaction history to a spreadsheet from our web site.