Select and configure card payment services

When you configure card payment services for a terminal, you are allowing that terminal to accept credit cards (or other payment services) that belong to the specific range and type that you define. Payment services must be configured for each new terminal individually. When you configure card payment services for a terminal, you must associate them with a host in order to successfully board the terminal. The host contains information that allows the terminal to communicate the transaction successfully.

For a new terminal, start by adding at least one card range to the terminal. You can go back and modify or delete the card payment services that you added at any time.

Create a card payment service

1. Select a card range from the Available Card Ranges list. This list can contain as many as 26 different card ranges. The number of available card ranges in your list depends on the hardware and software configuration that you selected earlier in the terminal boarding process.
2. Click Add.

   The selected card range moves to the Selected Card Ranges list.

3. Repeat steps 1 and 2 for each card plan that you want to add.
4. To create a new card range, select the card range that you want to create from the Selected Card Ranges list and click Setup New Card Range.
   • You can select multiple card ranges by holding down the Shift key while clicking a range of card plans in the list, or by holding down the Ctrl key while clicking non-sequential items in the list.
   • To remove a payment service from the Selected Card Ranges list, select the item that you want to remove and click Remove.
5. To advance to the next page in the terminal boarding process, click Next.

   The Card Range - Setup page displays.

6. Enter values for required fields and optional fields, as needed.
7. To add sharing groups for the payment service, select a sharing group from the Available list in the Sharing Group group box. Sharing groups can be applied to ATM card ranges only, and are not available for other card range types.
8. Click Add.

   The selected group moves to the Existing list in the Sharing Group group box.

   • To remove a host from the Existing list, select the item that you want to remove and click Remove.
9. To move a sharing group up or down within the Existing list, select the sharing group from the list and click Move Up or Move Down, depending on the sequence that you want to configure.

   This sequence affects the order in which transactions for the ATM payment service are sent to the sharing groups. This allows you to assign higher priorities to the sharing groups that offer greater incentives.

10. To configure Equinox card payment settings for the terminal, click ExtendCard. This button is available for Equinox terminals only.
11. To return to the Card Range - Select page, click Continue.
    • If you initially selected multiple card ranges to create, the Card Range - Setup page will refresh, clearing all fields so that you can create the next card payment service that you selected.
    • If you selected only one card range initially, select another card range from the Selected Card Ranges list and click Setup New Card Range to continue creating card ranges.
    • If you have completed the process of creating card payment services, click Next to continue the terminal setup process.

      Note: The Payment NA range is intended for use with stage-only terminals that require a host or debit-only terminals.

View a card payment service

1. Select the card payment service for the card range that you want to view from the Existing Card Ranges list.
2. Click View.
3. To modify the card payment service, click Edit.
4. To configure Equinox card payment settings for the terminal, click ExtendCard.

Modify a card payment service

1. Select the card payment service for the card range that you want to modify from the Existing Card Ranges list.
2. Click Update.

   The Card Range - Setup page displays.

3. Modify values for required fields and optional fields, as needed.
4. To configure Equinox card payment settings for the terminal, click ExtendCard.
5. To begin processing the terminal record, click Validate.

Delete a card payment service

1. Select the card payment service for the card range that you want to delete from the Existing Card Ranges list.
2. Click Delete.