How to Accept Card Payments with Loyverse POS and Loyverse Payments on Terminal

Topics

1. How to activate Loyverse Payments on your account
2. Adding Loyverse Payments as a payment type
3. Connecting the Terminal to Loyverse POS
4. Processing Payments
5. Processing Refunds
 

Merchants that work on Loyverse POS can accept credit and debit card payments via Loyverse Payments, and it is available now in the USA, only in testing mode upon request.

 

1. How to activate Loyverse Payments on your account

Log in to your Back Office.

Go to Settings > Payments. Click on the Activate Payments button.

Activate Payments button


Complete the form to create your account for Loyverse Payments. Select your Business Type among the options: Individual, Company, or Non-Profit, and click Continue.

Business Type in the creation account form

For the Company selection, carefully fill in the Business details.

Business details

The next step is to complete the information for the Business Representative and Bank Details to connect your business bank account for future payouts.

After submitting the information, you will see the status Under Review.

status Under Review

After you see the Approved to accept payments notice, proceed to the next step: adding Loyverse Payments as a payment type.

Approved to accept payments

 

2. Adding Loyverse Payments as a payment type

In your Back Office, go to Settings > Payment types.

Payment types

Click the ‘Add payment type’ button.

From the drop-down list, select ‘Loyverse Payments’.

Loyverse Payments

Switch on the Collect tip toggle to enable tips if needed. Set up predefined tip percentages.

Tips section

Save your changes when done.

During a sale, the tip options will be shown on the payment terminal, and the customer can select a tip before completing the payment.

the tip options on the payment terminal

3. Connecting the Terminal to Loyverse POS

Before connecting, you should receive a terminal and connect it to the Internet through WiFi.

Open the Loyverse POS app.

Go to Settings> Payment terminal

Settings on POS

Tap the plus button to create and pair a payment terminal.

plus button to create and pair a payment terminal

Select the Terminal type.

Terminal type

On the terminal, swipe the terminal screen from left to right, open Settings, enter the admin code 07139, and tap Generate pairing code to get your pairing code.    

Generate pairing codepairing code

Enter the code from the terminal into the Create payment terminal form on the POS and tap the Pair button.

After successful pairing, you will see the Terminal model name and tap Save.

Save button

The paired terminal will appear in the Payment terminal section.

Payment terminal section

 

 

 

4. Processing Payments

Ensure the terminal is connected to the Internet.

To Accept a Card Payment:

Add items to the ticket and tap ‘Charge’.

Select Loyverse Payments as the payment method.

Loyverse Payments as the payment method

Follow the instructions on the terminal.

Processing payments

The terminal will prompt the customer to insert, swipe, or tap their card.

Processing payments on terminal


If the payment is successful:

  • Loyverse POS will show the Total paid amount.

    Total paid amount on the POS

  • You can print the receipt, email it to the customer, or start a new sale.


If the transaction fails:

  • A message will display on the POS.

    Payment decline message

  • You can return to the Payment type selection screen to retry or choose an alternative payment method (e.g., cash).

 

5. Processing Refunds

In the Loyverse POS app, go to the ‘Receipts’ menu.

Tap the receipt you want to refund.

Tap ‘Refund’.

Receipts menu

Select the items to refund (they will move to the right side of the screen). Also you can select the amount of tip to be refunded.

Refund screen

Tap the ‘Refund’ button.

Refund button

The refund will be processed, and the refund receipt will be added.

refund receipt