Please follow the below steps to set up your POS terminal.
Step 1: account creation
Do you already have a payever account? If not, you can create your free payever account here.
Step 2 (optional): personalize your dashboard
You can remove apps you don't need from your dashboard to make it easier to navigate - a detailed instructions on how this can be done can be found here. You can also change your background image.
Step 3: configure your settings
First open the Settings app.
Now select Business Details.
In the Contact tab, please add your preferred phone number and email address and in the address tab, please add your full address (the address of the branch from where you will operate payever POS). You do not have to fill in the other fields.
Step 4: install payment options
Open the Checkout app and select the Payment options tab. Click on +Add.
You will be presented with a list of payment options, please select the desired payment method and click on install. Please make sure to choose payment methods with the abbreviation POS.
After successful installation, you will either be asked to enter credentials that you have received from the Payment Service Provider (PSP), for example Santander or Swedbank, or you will be redirected to the login-page of the PSP, where you need to log into an existing account or create a new one with this PSP, and are asked to confirm that you want to connect this account to payever (once you have done so, you will be redirected back to payever).
It depends on the payment option if you need to enter credentials or will be redirected (some PSPs also support both ways, then you can choose your preferred one).
In case you are asked for credentials, the format and number of credentials will also vary depending on the PSP (some will just ask you to enter one long API-Key, others require a vendornumber and passwords, etc.).
To check whether the payment methods are also activated, go back to the Checkout app, to the Payment methods tab. You can activate and deactivate payment methods at any time by moving the toggle switch.
Step 5 (optional): customise checkout design (colors and logo)
You have the option of colouring your checkout according to your company branding and adding your own logo. You can find all details on how to do that here.
Step 6 (optional): configure the Connect app
If you want to accept payments via QR-Code, you will need to install the QR-application. If you are planning to accept payments in another way, e.g. by entering all data in the PoS terminal directly, you may skip this step.
Open the Connect app and select the Communication tab in the top banner. Install the QR application.
You can adjust the settings in the QR app according to your preferences. Choose an image format and whether you want your logo to be displayed or not.
ATTENTION: the QR code displayed here via the settings is only a preview QR code, please do NOT download it (you will generate the QR code you need for use at the PoS via the PoS app in the following step 7).
Step 7: generate QR code
Open the Point of Sale application and select the Connect tab in the top banner. Check whether the applications QR and Device Payments are activated. (they should both be green on the slider).
If you wish, you can also upload a logo here if you want your company logo to be visible next to the QR code. To do this, click on settings on the left side then click on your terminal.
A window to edit the logo will appear where you can click on Add logo and upload your desired image
Now open the QR application in the Connect tab where you can download your QR code - you can now print it out or insert it into a print template for flyers, displays or similar.
