How to Accept Credit Cards with Loyverse POS and iZettle

This feature only works on iOS devices.

Loyverse POS merchants can accept credit card payments via iZettle and it is available to customers in Brazil, Denmark, Finland, France, Germany, Great Britain, Italy, Mexico, Norway, Spain, Sweden, and the Netherlands.

Before connecting a card reader, you need to create an account in iZettle and receive the device.

1. Connecting the Card Reader

Log in to the Back Office, click the ‘Settings’ menu and then ‘Payment types.' Click the ‘Add payment type’ button to add a new type of payment.

‘Add payment type’ button


In the ‘Add Payment Type’ window, select the ‘iZettle’ payment type from the drop-down list.  Save your changes when done.

‘iZettle’ payment type


Turn on your iZettle card reader. On your mobile device, go to the Settings and turn on the Bluetooth. You will see the iZettle card reader in the devices list.

Settings in mobile device


Tap on the iZettle device to connect. It will change its status to ‘Connected’.

 connected iZettle device


Then launch the Loyverse POS and go to Settings > Payment Types.

settings menu

 

Tap the ‘iZettle’ button for account settings.

‘iZettle’ button

In the ‘Choose account’ window, tap the ‘Add account’ button.

‘Choose account’ screen


Enter the Email and Password of your iZettle account.

Login to iZettle account
 
You will log in to your iZettle account.

‘Card readers’ button


When you tap the ‘Card readers’ button, you will see information about the connected card reader.

 information about connected card reader

Now you are ready to accept card payments.

 

2. Processing Payments

Payment

Add items to the ticket and press ‘Charge’.

Tap the ‘iZettle’ button selecting payment type.

Selecting the iZettle payment type


Loyverse POS will wait for a response from the card reader, and you will see an invitation to insert/swipe card on the card reader.

invitation to insert/swipe card on the card reader

Insert your cards with a chip into the bottom slot of the card reader and give it to the customer to enter the PIN.

Waiting for PIN message


Or swipe it at the top slot and ask your customer to sign on the iPad screen.

Customer signature on the iPad’s screen

Tap ‘Continue’.

If the transaction is successful, Loyverse POS will display the ‘Transaction is successful’ screen.

Sales finilizaton screen
 

In case of an error in the transaction, Loyverse POS will show an error message.

Payment error message

Tap the ‘Dismiss’ button, and you will return to the ‘select payment type’ screen. You can ask the customer to choose a different type of payment (for example ‘Cash’) or try another card.

Refund

You can only refund the whole amount of transaction. The card reader is not used in the refund process.

In the Loyverse POS, go to the ‘Receipts’ menu, and tap on the desired receipt.
Then tap ‘Refund’.

‘Refund’ button
 

Select all items on the receipt that were paid via card (on the left side) to move them to the ‘Refund receipt’ list (on the right side), and tap the ‘Refund’ button.

‘Refund’ button


At the ‘Refund payment’ screen, type in the iZettle password in the ‘Password’ field and tap ‘Confirm’.

‘Refund payment’ screen

 

Reports

You can view the total number of transactions performed with iZettle. In the Back Office, select the ‘Sales by payment type’ report.

iZettle payment type report

 

See also: Configuring Payment Types in Loyverse POS