How to use Felix.Terminal

Welcome to the how-to guide for Felix.Terminal. Here you can find a step-by-step guide on how to use the Felix.Terminal.

  1. How to Tap
  2. Before you start
  3. Getting Set Up
  4. Application menu
  5. Taking a payment
  6. Search
  7. Processing a refund or void
  8. More options
      1. Connecting a printer
      2. Keyed payments

1 | How to tap your card

If your customers are having trouble tapping their cards when completing a transaction, watch the video for instructions on How to tap.

Note: in order to determine the exact location of the NFC antenna on your device, please refer to our helpful list of devices and their NFC regions by clicking this link.

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2 | Before you start

Device requirements

Felix.Terminal runs on Android devices with the following specifications:

  • Android OS 9.0 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.Terminal. 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.Terminal:

    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.Terminal. 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.

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3 | Getting setup

If the application is already installed on your device, you can skip this and go to Application menu.

Felix.Terminal 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.Terminal on your mobile device.

Terms of Service

The first screen is the Before we start screen.

  1. Select I agree to accept the terms of service

Verification

On the Let’s get set up screen.

  1. Enter the Device code
  2. Enter the Verification code in your welcome email
  3. Press Next

Thank you & Support screens

The next 2 screens Thanks for joining and Felix support outline the access to support.

    1. Review the information and select Next

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

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

  1. Select Start taking payments to continue
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4 | Application menu

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

Sale screen

The default screen which is used to input 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 and managing connected print devices.

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5 | Taking a payment

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%, 20%, 25% or select a Custom tip
  2. You can input a dollar value using the Custom tip screen
  3. Select Confirm amount 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. The phone will vibrate when the read starts
  3. Hold the card flat and still until you hear the beep (Read complete)
  4. Remove the card after the beep

Tip: Before you take your first payment, please test your application with a low value payment, as low as $1.00. If the payment goes through, everything should be working for your merchant account configuration and you are ready to accept payments through Felix.Terminal.

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 terminal phone.

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 icon on the Approved screen
  2. Enter the customers' mobile number
  3. Select Send
  4. 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 terminal.

  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 Save & continue to finish the transaction and go back to the Sale screen.
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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. FPS reference 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. Date range: Select a start and end date to populate any payments made from a selected date range
  3. Amount: Enter the exact amount of the payment to search based on the value of a transaction
  4. Toggle Only search this terminal to show transaction results for transactions that were generated on the device you are using
  5. Selecting Search will return a list of transactions from the search filters. If no filters are used, a list of recent transactions will be displayed
  6. Selecting Recent transactions will populate the most recent transactions in the search results.

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. Click the More 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.
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7 | Processing a refund or void

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. Select Refund after searching for a transaction record

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

Tip: If the original transaction has not yet settled and you wish to void the payment, then selecting Refund will simply void the payment before any funds are processed

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 Card number
  2. Enter the Card expiration date
  3. Enter the Admin code
  4. Select Submit

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

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

Tip: 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 screen.
  2. If the transaction was voided you will be presented with the Transaction voided screen.

If the transaction is voided, the screen will show a void result.

  1. Select Sale to return to the Sale screen
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8 | More options

Select the More button to access additional functionality.

In this section you can:

  1. Turn tipping on or off
  2. Connect a Bluetooth receipt printer
  3. Initiate a keyed payment
  4. See and update your terminal configuration
  5. Link to the support site
  6. Exit the application
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8.1 | Connecting a printer

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.Terminal and:

  1. Select the Connect a printer button in the More screen. 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 bold 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 and the refund complete screen.

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8.2 | Keyed payments

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 Take keyed transaction
  3. Enter 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 Keyed entry screen.

  1. Card number
  2. Card expiry
  3. CVV into the device
  4. Select Submit to process the payment

The transaction is now complete.

A receipt can be generated via SMS.

Return to the More tab to initiate another keyed payment
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