How to Accept Credit Cards with Loyverse POS and Zettle

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This feature only works on iOS devices.

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

Before connecting a card reader, you need to create an account in Zettle 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 IZettle


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

Zettle payment type

 

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

settings menu

 

Tap the ‘Zettle’ button for account settings.

Zettle button in settings

In the ‘Choose account’ window, confirm the access right to sign in to the Zettle account from Loyverse POS by tapping on the ‘Continue’ button.

Choose account window


Enter the Email of your Zettle account and tap the ‘Next’ button.

Zettle account connection form

Enter the password of your Zettle account and tap the ‘Login’ button.

Zettle account connection form

You will log in to your Zettle account. Tap the ‘Card readers’ button.

Card readers button


Select your type of card reader.

Select card reader type


Follow the instruction on the screen: start your card reader. The system will detect your card reader. Tap on it to select. 

detecting of card reader


Confirm the connection to the card reader by comparing code and pressing the green button on the card reader. 

Confirmation connection to card reader

Now your card reader is connected. 

card reader is connected

You are ready to accept card payments.

 

2. Processing Payments

Payment

Add items to the ticket and press ‘Charge’.

Tap the ‘Zettle’ button selecting payment type.

Zettle button in selecting payment type


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

tap/insert card message

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

Weiting for PIN

 

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 refund the ticket fully or partially. 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 receipt’ list

At the ‘Refund payment’ screen, check the refund details and type the ‘Confirm refund’ button. 

Refund payment screen

Enter the password from the Zettle account in the ‘Password’ field and tap ‘Confirm’.

Refund payment screen

Reports

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

Zettle in Sales by payment type report

 

See also:

Configuring Payment Types in Loyverse POS