Add a Credit Card Terminal - BASYS

If you process many in person payments, you may want to purchase a credit card terminal so the guest can tap/swipe/enter the card to process the payment rather than you manually entering the card number.

Follow the guide below to buy and use a credit card terminal.

 

Overview

Buying a Card Terminal

Basic Magnetic Stripe Reader

Advanced Card Terminal: Tap and Chip Enabled

Set Up a BASYS Terminal

Take a Payment Using a Card Terminal

Terminal Troubleshooting

 


Buying a Card Terminal

You must purchase a credit card terminal directly from your payment processor. With BASYS, you have the option to use a basic magnetic stripe reader or a more advanced tap and chip enabled device. The setup and use of each device is covered below.

 


Basic Magnetic Stripe Reader

BASYS offers a magnetic stripe reader. This is a very basic device that reads then inputs the card information for you when you swipe the card. Stripe readers look something like this:

CS-Firefly-KB-BASYS-Card-Reader-Terminal-Settingsbasic card reader

These are purchased from BASYS and usually run around $99. They do not require any setup, as seen below for a more advanced terminal.

To use this type of basic card reader, follow these 3 quick and easy steps:

  • When making a payment, select the 'Enter card manually' option to see to see entry fields for the card number, expiration date, and zip code.
  • Click inside the card number field and swipe the card in the card reader. The credit card number, expiration date, and zip code will populate in the appropriate fields.
  • Click Save to submit and process the payment.

 


Advanced Card Terminal: Tap and Chip Enabled

Tap and chip devices typically cost around $300 and availability may be affected by global chip shortages. Contact your BASYS account representative for up-to-date pricing and availability.

CS-Firefly-KB-BASYS-Terminal-Terminal-settingsBASYS Terminal

The terminal supports all the popular payment methods, including swipe, tap, chip, Apple Pay, Google Pay, and Samsung Pay. When BASYS sends you a reader, it will already be connected to your merchant account. If you log in to your BASYS iQPro dashboard, you will see the device listed under Manage > Terminals. Once you have your terminal and see it listed in your account, you are ready to use it in Firefly.

 


Set Up a BASYS Terminal

Before connecting your terminal to Firefly, we highly recommend you ensure the terminal will successfully process a payment.

Contact BASYS Support for assistance setting up your terminal for payment processing.

Once your terminal's function is successfully confirmed, you may connect it to Firefly following these steps:

  1. Ensure your Public and Private API keys are correct and the processor is in Live Mode.
  2. Power on the terminal and ensure it is connected to the internet. Ethernet cable and  Wi-Fi are both acceptable. You should see POS Online on the terminal's screen if the terminal is online and ready.
  3. On Firefly's main menu, go to Settings Property
  4. On the Payments & Charges tab, click on Edit for BASYS settings.
  5. Below Processor Settings is a section titled Device Settings, shown below. Click the Terminal Selection dropdown to see a list of terminals on your account. Select the desired terminal and click Save.
  6. You will see the terminal appear in the dropdown, indicating the terminal is connected to this user profile on this device! 🎉CS-Firefly-KB-Settings-BASYS-Terminal
  7. You must repeat this process on each device for each user profile! If you have multiple terminals, you can designate a specific terminal to be linked to each device.

 

NOTE: If you encounter any difficulties connecting your terminal to Firefly after completing the steps outlined above, you may Contact BASYS Customer Support for additional assistance.

 

 


Take a Payment Using a Card Terminal

Once you have connected your terminal to Firefly in Property Settings, you can use the terminal on the POS Register and when collecting a payment for reservation charges. 

IMPORTANT: A previously connected terminal only appears during the payment process when the Firefly device and terminal are connected to the same network.

POS Register

On the POS Register, when you are adding a payment, you will see a Terminal option if you have chosen "Credit/Debit" as the payment method.

CS-Firefly-KB-Stripe-Terminal-Save-POS-Payment
Add a POS Credit/Debit payment using the card reader

When you click Save, the terminal screen will display the payment amount, and the customer can swipe, tap, or enter their card. Once the card has been successfully read, the Add Payment dialog will close and you will see the payment listed under Payments.

Reservation Payments

To collect a credit card payment using the card terminal for regular reservation payments, select the Collect via Terminal option when you have selected Credit/Debit Card as the payment method.

CS-Firefly-KB-Stripe-Terminal-Save-PaymentUse the terminal to collect reservation payments

When you click Save, the terminal screen will display the payment amount and the customer can swipe, tap, or insert their card.

The customer may also X out or cancel the transaction to abort it. If the transaction is ended by the guest through the terminal, the payment process will need to be started again if desired.

Once the card has been successfully read, the New Payment dialog will close and you will see the payment listed under that charge. If the payment fails and you would like more information about the failure, you may connect with your payment processor.

You MUST CLICK SAVE to initiate the payment process and trigger your terminal. 

 

 


Terminal Troubleshooting

If your terminal is not appearing as an option when making a payment, try these troubleshooting steps. You may work progressively through the list, attempting a payment after each recommendation, or you may complete the list then reattempt.

  • Check for updates on your internet browser and terminal.
  • Clear browser storage - cookies and cache.
  • Restart the terminal and the device accessing Firefly.

  • Ensure the terminal and Firefly accessing device are on the exact same network
  • Make sure your terminal is online and ready to process payments

TIP: BASYS Support is your go-to for assistance with your terminal. This includes updates, restarts, connecting to your network, and terminal payment processing.

 


Wrap Up

That is all! A BASYS terminal is a quick and easy way to start saving time and money when collecting payments in person via credit or debit cards. The ordering and setup process only takes a few minutes, so it really only requires the up front investment of purchasing the card terminal for you to start saving money.

 

🙋‍♀️ Still need help? Email: support@fireflyreservations.com and one of our technicians can help answer your questions.

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