Castle terminal businesses have terminal transaction history and batch settlement history. Other businesses do not see the Terminal menu.
Who can use this. You need dashboard access and a Castle terminal business. Settings tabs Batch Settlement and Terminal Settings appear for that same case, and only for an admin or super admin.
Before you start. Settle card payments from Transaction History first if you are unsure the terminal sale was approved. Partial approval is possible on terminal rows.
Steps
- Open Terminal, Terminal Transaction History. This is Transaction History filtered to the terminal channel.
- Open Terminal, Batch Settlement History to see past settlement days.
- Open Settings, Batch Settlement or Settings, Terminal Settings if you need the terminal's own settings. Terminal Settings can also open for a specific serial number.
- Wallet history has an Online tab and a Terminal tab.
| What you see | Meaning | What happens next |
|---|---|---|
| PARTIAL APPROVAL | The terminal approved less than the requested amount. | Fulfill only what was approved, or follow your own store policy. |
| Batch Settlement History | Past terminal settlement batches. | Empty means no settlements were found for that view. |
| Terminal Settings | Settings for that terminal serial. | Not the online Virtual Terminal form. |
After you save or submit. Changing terminal settings affects later terminal activity. It does not rewrite an old approval.
Example. Example only: Example Cafe uses a Castle terminal. A fictional 50.00 sale shows in Terminal Transaction History as approved. A fictional 50.00 request that approved 40.00 shows PARTIAL APPROVAL. Cafe checks the amount before completing the order.
Troubleshooting
- Terminal is missing. The business is not marked as a Castle terminal, or you lack dashboard access.
- You need a phone tap-to-pay app. Installing a separate phone app is not a screen in this dashboard.
Related
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