Smart Terminal

Payments



Clear Button
If the input is incorrect, tap the C button to cancel. Add Button Enter a payment amount for your customers, and tap the + button, the amount amount will display in the blue box.


Suggested Tips
Enable tipping in Setting


Accept payments
After you tap the button titled as Credit Card and enter the tip amount, this page appears automatically


Transaction successfully
If the transaction is approved by the issuer, confirmation message “Payment Succesful” will be displayed
Manually Enter Card
Required Information for Manual Entry
Complete card number
Required Information for Manual Entry
Expiration date
Optional Information for Manual Entry
Security code/CVV

Step 1

Once Alipay or WeChat Pay option is selected in the Point of Sale, the front (i) or back camera (ii) will evoke automatically. Complete payment by scanning the customer’s Alipay or WeChat Pay QR Code.
The customer completes payment by aiming his/her QR Code at the front camera.
(i)
The cashier completes payment by fixing the back camera at the customer’s QR Code.
(ii)
   

Step 2

To collect a payment, the merchant can ask consumers to open the Alipay app and tap Pay.





To collect a WeChat Pay payment, the merchant can ask consumers to open the WeChat app and tap the + button on the top right corner, and then tap Money.

Customers can make quick payments by scanning the QR Code in the POS/APP.



Tap Send It


Next, select the customer you want to
collect money for


Tap Send, let your customer pay via
YuansferME online


  • Tap + on the navigation bar
  • Tap Date of issue and Due Date
  • Tap Add a line to add an item from your item library or add a custom amount
  • Tap Add Customer and either select an existing customer from your Customer lists or tap Add new customer to enter your customer’s information
  • Tap SEND IT
Manual batch is available upon request. Note that when the manual batch is in place, all credit card transactions will not be deposited until the merchant tap the Batch button.



Tap Setting


Next, tap Credit Card Service


Then, you can tap the Batch button to batch manually.

Refunds

Tap the transaction you want to refund.
And then, tap Refund.
Enter the Manager ID, Password, Refund Amount, and tap Refund.
Print option is available upon refund successful.
Tap the transaction you want to void.
And then, tap Void.
Enter the Manager ID,
Password, Refund Amount,
and tap Void.
Print option is available upon
void successful.
Tap the transaction you want to refund.
And then, tap Refund.
Enter the Manager ID, Password, Refund Amount, and tap Refund.
Details page prompts up once
refund was successful.

Transaction Setting

Past transaction
Find the transaction you want to add a tip
Modify Tip
Scroll down and tap Modify to
enter the tip amount
The General Setting allows you to enable or edit Tipping, Tax, and Convenience Fee.


Enable and manage your Tax in Setting-General.





  Enable and manage your Convenience Fee in Setting-General.





  Enable Tipping and custom % amount In-App in Setting-General.

Transaction Setting

Account: Login to Yuansfer Merchant Portal using your Email or Account ID.
Password: You can find your initial password on Yuansfer Welcome/Activation email after
your Merchant Account is approved. Click on Forgot password to reset.


You can check for new updates manually.

The system will notify you when a
new version is available to download.
Two ways to reset your password in Smart Terminal if you’ve forgotten it.
  • From the login page, tap the Forgot password link. Provide your login email and confirm. An email with a password reset link will be sent to you, follow the link in the email to reset the password.
  • Change password in the Setting.
Reset your password from the login screen.

Tap Setting

Next, tap My Account

Reset password
Manually set the time zone to either Beijing(GMT+8) or Local Time Zone in the Setting.

Reporting


Search by entering transaction number.

Search by scanning a barcode.

Tap the printer icon on the upper right
corner of the screen to print reports