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For certain actions on the terminal such as configuration changes and accessing transactional data, you will require a passcode which has been set by Kody. Please ensure that you have this four-digit passcode before starting setup. Be sure to keep note of it internally, and only share it with relevant members of staff.
Before we begin, please check to ensure that you have received the following in your onboarding pack:
If you are missing any of these, please get in touch with us. We'll often be able to supply replacement parts the same day!
On the top-left corner of your terminal's home screen, you should see an app called ‘Payments’. Please click on the app and follow the below instructions:
When you first open the app, you'll need to enter a 6-digit one-time password (OTP). This will be sent to you by your Kody account manager while they take you through setup. Once sent, the OTP is valid for 15 minutes.
You'll now be greeted by your payment app's main menu. To take a payment, you can tap "New Payment". To view transactions or to initiate a refund, tap "Transactions". For a mail order or telephone (MOTO) payment, tap "Manual payment".
To process a payment, tap "New Payment" from your payments app's main menu. You'll be presented with a keypad to enter the amount you're looking to charge.
The customer will then be shown a set of tipping options. Once selected, they can continue to complete their card payment using contactless, chip & PIN or swipe & sign.
If a customer does not want a receipt, you can select ‘skip,’ and the merchant receipt will print out for your copy. You can reprint the receipt by finding the transaction in transaction history shown in the next section.
From the App's main menu you can select the "Manual Payment" option to begin a MOTO payment.
To start a MOTO payment, you can key in a transaction amount exactly as you would if you were taking a standard payment.
Next you'll be asked if the customer has requested to add a tip to the transaction or not. To ensure that accounts remain accurate, be sure to always enter any applicable gratuities here.
You'll now be prompted to ask the customer over the phone for their card details. Start with their 15/16-digit card number. You'll then be asked for their card's expiry date and 3/4-digit CVV (security number typically found on the back of their card).
As with an in-person payment, you'll be asked if you'd like to print a customer receipt for collection later. Your merchant copy will follow next. If you need to print the receipt later, you can re-print from transaction history at any time.
To find your transaction history, please tap the "transactions" button on your payment app's main menu. Each time you enter the transaction area, you'll need to enter a management passcode. This is a four-digit passcode which you select. You can change this at any time by getting in touch with us.
To filter through transactions, simply tap the filter icon top-right of your screen. You can quickly filter to find transactions using the following options:
Tap any transaction to find out more details about it. From here, you can tap to start a receipt re-print, or a refund of the transaction.
If you're looking to re-print for your customer's reference, tap "Shopper Receipt". If it's for internal use, tap "Merchan Receipt"
Kody terminals support two types of refund. First, a full refund, which will return the full amount paid by the customer. Second is a partial refund, where you can enter a portion of the transaction amount to be refunded instead.
When processing a partial refund, you can key in the amount you'd like to refund, then tap "Continue". It's important to remember that you can only partially refund a transaction once.
To access totals/end-of-day reports, you can tap "Totals" from your payment app's main menu. You'll be asked for your management passcode before you can see more information.
Once you're in, you'll see three tabs which each represents totals for all terminals in your restaurant:
Select settings, followed by Device info and the screen will show:
If for any reason your terminal loses wifi connection the terminal can be used on a 3G/4G Network, in order to switch to 3G/4G please select:
If you cannot get the terminal to work after following the below steps, please contact your Kody account manager.
If a terminal stops working, please first try turning it off and on again, you can also remove the battery at the back of the terminal.
You can also force update the terminal if payments are failing, you will need to reach out to your Kody account manager for the admin password and select:
When first booting up your terminal, it's useful to know what each of the icons on-screen do.
| Menu/button | Description | Access |
|---|---|---|
Settings
|
|
"Device info" and "Display": No passcode required "Network", "Config" and "Apps": Passcode required |
Transactions
|
Totals: View and print a transaction totals report and reset transaction totals. | Passcode required for all actions |
| _fbp | Visitor identifier | 7 Days |
KodyPay Ltd (trading as Kody) is a limited company registered in England and Wales with company registration number 11532575, whose registered address is: Unit 42 24-28 St Leonard Road, Windsor, Berkshire, England, SL4 3BB. KodyPay® is a registered trademark of KodyPay Ltd in the United Kingdom. The KodyPay Card or “KodyCard” is issued by Checkout Ltd or Adyen N.V, each pursuant to license from Mastercard International Inc. Mastercard® and the circles design are registered trademarks of Mastercard International Incorporated.
Kody partners with Adyen N.V. to provide financial services, payment services and banking services (including cross-border services in the EEA). Adyen N.V. (member of the European Central Bank, licensed as Credit Institution by De Nederlandsche Bank) is registered in the Netherlands as company number 34259528. Dutch law defines a bank as a credit institution as referred to in Article 4 of the CRR. The CRR defines a credit institution as an undertaking the business of which is (i) to take deposits or other repayable funds from the public and (ii) to grant credits for its own account.
