To process a payment, simply click on the payment icon located at the top left corner of the screen. Then, select the "new payment" option and enter the amount that the customer wishes to pay. They can choose to pay either through contactless or by inserting their card.
Once the payment goes through, the system will ask if you would like to print a receipt for the customer. If you select "yes," the customer receipt will print out first, followed by a copy for you. If they don't need a receipt, you can choose "no," and it will print only one copy for you.
To process a refund, first select the payment app located at the upper right-hand side of the screen. Then, click on the "Transaction" tab. The app will prompt you to enter a 4-digit PIN number.
Once you're in, you can select the "History" option, where you'll find a "Refund" button on the left-hand side of the screen. Tap it, and you'll be given the option to provide a full or partial refund.
After selecting the refund amount, the app will ask if the customer would like a receipt. If they do, you can choose "yes" and the terminal will print out a copy for them first, followed by a copy for you. However, if the customer doesn't need a receipt, simply choose "no," and the terminal will print only one copy for you.
With KodyPay, you have complete control over your tipping options. We offer three preset options that can be a combination of a fixed amount, such as £5, or a percentage. Additionally, customers can also enter a custom amount of their choice. Of course, there will always be an option for the customer to select "No Tip."
If you need help editing your tipping options, don't worry - we've got you covered! Just reach out to our customer support team, and we'll be happy to assist you.
KodyPay terminals automatically update outside of trading hours to keep up with the latest and greatest we have to offer. To update your terminal manually, you can follow these simple steps:
You can charge KodyPay terminals in two ways:
If your terminal has been left uncharged for weeks and the battery is flat, it may take up to ten minutes to charge enough for powering on.
If you need to restart your terminal, simply hold down the power button located on the left-hand side. You'll see a notification pop up with the option to turn off or restart your terminal. You can select the "restart" option to proceed.
To change your terminal's Wi-Fi connection, please follow these steps:
To view transactions made on your terminal for the day, You canfollow these steps:
You can easily generate a totals report directly from our payment terminal app. This report will give you an overview of the total amounts for sales, refunds, tips, and cancellations processed through the terminal since the last reset.
To access the report, simply follow these steps:
To print transaction totals from your payment app, follow these simple steps:
If an OTP is requested by the terminal during initial setup, you can get in touch with the Kodypay Admin team. This allows us to remotely activate the terminal, ensuring it's in safe hands during setup.
On occasion when a customer pays with an international card, the language on-screen may adapt to make the transaction easier for your customer.
For example, if a customer uses a French card, the approval screen text will often appear in French, in this situation please look out for the big green tick for proof of a successful transaction, or a big red x meaning the transaction has failed.
On occasion, your customers' bank statement may display KodyPay instead of your business name for a payment made at your establishment - this can happen during some early transactions when your business has just started using KodyPay. Don't worry, this will go away automatically, typically within 24 hours. If it doesn't, please let us know.