How to use Felix SoftPOS

Device requirements

Felix SoftPOS runs on Android devices with the following specifications:

• Android OS 10.0 and above
• Strong internet connection (via Wi-Fi or mobile data)
• NFC capabilities for contactless payments
• Bluetooth connectivity for receipt printing
• Device must be sufficiently charged
• Mobile screen lock feature must be turned on

Tip: Due to security reasons, copy/paste, and screenshotting features are disabled.

Get to know your NFC

Near Field Communication (NFC) is required to accept contactless payments with Felix SoftPOS. It’s important you know where your device’s NFC region is, so when it’s time to take a payment you know exactly where to place the customer’s card. NFC locations vary from device to device.

Tip: Visit our Resources page to find NFC locations of most Android phones.

Transaction types

The following payment types are supported in Felix SoftPOS:

1. 1. Sale: Contactless EMV payments can be accepted for customers paying with Visa, Mastercard, and American Express
   2. Keyed payment: Supports Visa, Mastercard, and American Express
   3. Refunds & voids: Search previous transactions to process a refund or void a payment

Merchant onboarding

Businesses need to have a merchant account set up with a Felix-approved acquirer before using Felix SoftPOS. Please reach out to support@payfelix.com for assistance with your acquirer onboarding.

Adding new devices

Devices can be added to your account at any time. Please email support@payfelix.com for assistance. Felix will generate an email invitation with the details required for new users to get started with the application. Please reference your merchant agreement for further details.

Felix SoftPOS set up process

If the app is preinstalled and ready for work, please skip to section 4. Application Menu

Open welcome email

Open your welcome email to find your login credentials and instructions for setup. Keep your verification details on hand, as you'll need them when setting up Felix SoftPOS on your mobile device.

Select language

The first screen is the Select language screen.

1. Select between the available language options.
2. Select Continue

Welcome

1. Select Get started.

Before we start...

1. Review the Terms of Service ("Agreement").
2. Select I agree to proceed.

Verification

On the Let’s get set up screen.

1. Enter the Device code
2. Enter the Verification code in your welcome email
3. Select Continue

Demo tap

If you are registering in the app for the first time, you will see a Demo tap screen. Feel free to Try demo tap before proceeding with the registration. The demo tap does not withdraw any funds.

This section is entirely optional. It can be skipped and accessed later through More options menu under the Payments section.

Almost there screens

The next 4 screens Almost there, Take payments anywhere, Accept tips from your customers, and All done give you tips and show your account details before you can start taking payments.

1. Review the information and select Start taking payments

Congratulations! You’re ready to take your first payment.

Double-check your account details before you begin. Reach out to Felix support if your details are incorrect.

Once you have set up the application, the navigation is simple. The functionality of the application is separated into three tabs:

Sale screen

The default screen is used to enter the sale amount and initiate a contactless payment.

Search screen

Allows users to search previous transactions, with options to generate refunds or void transactions from the displayed transaction records.

More screen

Allows users to access additional functions, including:

• processing a keyed transaction
• tipping configuration
• trying the demo tap
• connecting to a Bluetooth printer
• receipt auto-printing options (if you have a Bluetooth printer connected)
• checking the terminal configuration
• checking the security compliance
• accessing the support site
• reporting an issue
• selecting a language

Enter sale amount

Enter the sale amount using the keypad on the Sale screen and

1. Select Confirm amount to begin the payment process

Tip: If the customer does not have a contactless payment method, you will need to key in the card details to process a payment. This can be accessed by selecting More in the application menu (see section 8 to view these instructions).

Capture tip

If tips are enabled in the application, the Tip screen will appear after the Sale screen for contactless and keyed transactions.

1. Select from one of the four quick section percentage options - no tip, 15%, 18%, 20% or select a Enter custom tip
2. You can input a dollar value using the Custom tip screen
3. Select Proceed to payment to proceed to the next screen

Tip: If the Tipping feature is disabled, cancel the transaction and access this feature in the More section

Present card

To process a payment:

1. Place card on the back of the phone
2. Hold the card flat and still until you hear the beep (Read complete)
3. Remove the card after the beep

Tip: Before you take your first payment, please test your application using a Demo tap. If the payment goes through, everything should be working for your merchant account configuration and you should be ready to accept payments through Felix SoftPOS.

Tip #2: Please ensure you have the volume turned on to at least a medium level to hear the beep.

Tip #3: Be aware that the transaction time on receipts and records is the time set on your device.

Generate a receipt

Once the transaction is complete, you have the option to generate a receipt via SMS.

1. To send SMS receipts, select the SMS receipt option
2. Enter the customers' mobile number
3. Select Send
4. Select Next transaction when you’re ready to take another payment

If you have a Bluetooth printer connected, you also have the option to print the receipt.

1. To Print receipt, select the Print receipt option
2. Select Next transaction when you’re ready to take another payment

Customer signature

A customer signature may be required for some transactions such as high value transactions. Signatures can be signed on the receipt or on screen if a printer is not connected to the device.

1. If the printer is connected, the receipt with the signature field will be printed out.
2. If the application can’t find any connected printing devices, it will take you to the Signature required screen. The customer is required to sign a receipt in the space provided.
3. Tap Submit signature to finish the transaction and go back to the Sale screen.

Run a search query

Users can search past transactions by selecting the Search icon in the navigation bar.

The following search filters can be used to populate results:

1. Search by FPS number: Enter all or part of a transaction reference number to populate results. Any partially complete transaction number that is submitted will populate any records that ‘contain’ the numbers entered
2. Search by amount: Enter the exact amount of the payment to search based on the value of a transaction
3. Enter start date and Enter end date: Select a start and end date to populate any payments made from a selected date range
4. Search all devices: search transactions on every device connected to the same account
5. Selecting Update will return a list of transactions from the search filters. If no filters are used, a list of recent transactions will be displayed

A combination of multiple filters can be used to generate results.

Search results

Transaction results are based on the search criteria. They are displayed in a list with the most recent ones being at the top. The search function will display a maximum of 10 results for any given search.

1. Select View more transactions button at the bottom of the list to populate additional records (up to 10 entries)

Expand search results

Clicking the search result record will expand the transaction details and display additional information for the transaction, along with an option to refund.

When viewing transaction records, there are three possible outcomes:

1. An original payment – no previous refund / void. An option for refund will be available.
2. An original payment – with a void. The option for refund will be disabled. Voided will be marked against the record.
3. An original payment – with a refund. The option for refund will be unavailable. Refund amount and balance will be listed against the record.

The steps for processing a void or refund are as follows.

Select refund

The steps for processing a void or refund are as follows.

1. Go to the Search screen and find the transaction you would like to refund
2. Select the transaction and select View more actions
3. Select Refund transaction

(See Section 6: Search to find out how to navigate around the Search tab).

Refund

As a security measure, an Admin code will be required to perform a refund. If you don’t know your Admin code, please contact your system administrator.

1. Enter the Admin code
2. Enter the Card number
3. Enter the Expiry date
4. Enter CVV
5. Select Process refund

Tip: The card number entered should be the same as the number on the original card used.

Tip #2: Refunds will be processed in full. Partial refund is not currently available.

Tip #3: The Admin code will be provided in your welcome email. Please ensure you don’t lose it.

Refund or void complete

1. If the transaction was refunded, you will be presented with the Transaction refunded/voided message.
2. If the transaction was voided you will be presented with the Transaction voided message.
3. Select Sale to return to the Sale screen

Select the More button to access additional functionality.

In this section you can:

1. Enable tips
2. Auto-print merchant receipts (if you have a Bluetooth printer connected)
3. Process keyed payment
4. Try demo tap (no funds will be withdrawn from your payment method)
5. Connect a Bluetooth printer
6. View terminal configuration
7. See your device's security compliance 
8. Visit the support site
9. Report an issue
10. Exit the application

Connecting a printer

Tip: Before connecting a printer, you will need to pair your Bluetooth printer on your phone. To do this:

1. Ensure your printer is adequately charged
2. Ensure the printer is turned off
3. Once the printer is turned off, hold down the power button for 7 seconds until the power light flashes rapidly
4. The printer will appear in your list of devices as MP-B20 or 30 (depending on which printer was supplied)

Once the printer is paired to your android device, open Felix SoftPOS and:

1. Select the Bluetooth printer button in the More screen under the Devices section. The print screen will automatically recognize and populate any printer devices that are paired on your smartphone in the available devices list
2. Select the Connect button on the right-hand side of the print device you want to use
3. Once connected, the device name will turn to blue and the word Disconnect will display next to the device

Now that you have connected a printer device, the Print receipt button will become available on the payment complete screen.

Keyed payments

If your customer does not have a supported contactless payment method, card data can be manually entered.

1. Select the More button on the navigation bar
2. Select Process keyed payment
3. Enter Keyed sale amount using the keypad
4. Then select the Confirm amount button to proceed to the next screen

Tip: If tips are turned on, the tipping screen will appear. Decide on your tip amount and proceed to the next screen. The manual entry tip screen works the same as the NFC transaction tip screen (see section 6 Search results)

Now you are ready to take a payment.

Tip: If the Tipping feature is not active, cancel the transaction and access this feature in the More section of the application menu

You will now be in the Enter card information screen:

1. Enter Card number
2. Enter Expiry date
3. Enter card CVV
4. Select Process payment

The transaction is now complete.

A receipt can be generated via SMS or printed out via a Bluetooth printer.

Return to the More tab to initiate another keyed payment.