Understanding the Settings

Credit Card Terminal starts on the Account Settings Screen the first time after it is installed. After that, the settings can be accessed from a button in the lower right corner of Transaction Log screen. (If you don’t have the transaction history log enabled, the Settings button appears in the upper right corner of the main Terminal screen.)

Main Settings Screen

Merchant Name

The optional Merchant Name is used to customize the terminal screen and the Credit Card Terminal receipt.

Log / Refunds

Turn this switch ON to enable the transaction history log. The log must be ON to perform refunds, view or email Credit Card Terminal receipts, capture customer signatures, or enable customer tip selection.

Accept Tips

Tap the Accept Tips button to access the Tip Settings Screen.

Account Settings

Tap the Account Settings button to access the Account Settings Screen.

Passcode Lock

To help prevent unauthorized access to Credit Card Terminal, we suggest you enable Passcode Lock:

  1. Tap the home button
  2. Find and tap the Settings icon on your home screen
  3. Choose General → Passcode Lock
  4. Enter a 4-digit passcode

Auto-Lock

To help prevent unauthorized access to Credit Card Terminal, we suggest you enable Auto-Lock:

  1. Tap the home button
  2. Find and tap the Settings icon on your home screen
  3. Choose General → Auto-Lock
  4. Choose an amount of time

Tip Settings Screen

Accept Tips

Turn this switch ON to enable customer tip entry. The tip field and tip preset buttons will appear on the customer signature screen, which is accessed by turning your iPhone sideways on the main Terminal screen.

Tip Preset Percentages

These three spinners control the percentages on the tip preset buttons which appear on the customer signature screen. All three buttons are always present, and the buttons will show the percentages left-to-right in the same order as you set the spinners. Choosing 0% will show a 0% button on the tip screen, essentially the same as “no tip”.

Account Settings Screen

Account Type & Region

Use the Account Type and Region buttons to choose the correct account type and region. In the United States, choose Authorize.Net and “United States, USD ($)”. If you don’t have an account yet, you can try Credit Card Terminal by choosing “Try It Out (No Account)”.

API Login ID

The API Login ID comes from your Authorize.Net account. To find it:

  1. Log into the Merchant Interface at https://secure.authorize.net
  2. Select Settings under Account in the main menu on the left
  3. Click API Login ID and Transaction Key in the Security Settings section
  4. Find the API Login ID

Entering this value manually can be frustrating. Instead, we recommend installing the iPhone OS 3.0 update and using Copy/Paste.

Transaction Key

The Transaction Key comes from your Authorize.Net account. If you already have software that uses Authorize.Net, you should be able to find it in the configuration for that software. If Credit Card Terminal is the first application to use your account, or if you’ve lost your transaction key, you can get a new one: Getting Your Transaction Key.

Entering this value manually can be frustrating. Instead, we recommend installing the iPhone OS 3.0 update and using Copy/Paste.

Test Mode

If you turn this switch on, you can run transactions against Authorize.Net, but they won’t actually do anything. This is useful for training others to run transactions, or for checking your cellular network reception at a sales venue. In test mode, use the Visa number 4111 1111 1111 1111.

CP Account

If this option is ON, Credit Card Terminal uses the CP API instead of the regular AIM API for processing transactions. This should only be enabled if you have a CP account instead of a CNP account from Authorize.Net. If you have this switch in the wrong position, you will receive an error about “market type” (error code 85 or 87).

Test Your Account

Tapping this button runs a test transaction to determine if you have configured your account correctly. If there’s an error, you’ll be able to email it to us for help.

Device Name

If you choose to specify a device name, it will be included in the Invoice Number with each Authorize.Net transaction. The Invoice Number field is used because you can filter reports based on it through the Authorize.Net Merchant Interface (MINT).

Developer Server

Only turn this switch on if directed by technical support.

Beanstream (Canada) Settings

Beanstream requires the Merchant ID, Username, and Password. These values are available through the Beanstream merchant interface.

Entering these values manually can be frustrating. Instead, we recommend installing the iPhone OS 3.0 update and using Copy/Paste.

PayPal Website Payments Pro (UK) Settings

PayPal Website Payments Pro requires the API Username, API Password, and API Signature. You’ll want to look at PayPal’s step-by-step instructions for getting those values.

Entering these values manually can be frustrating. Instead, we recommend installing the iPhone OS 3.0 update and using Copy/Paste.