Credit Card Terminals
If you want to use credit card terminals to provide your customers with the ability to swipe cards, you need to set up the connection between the physical terminals and your Microsoft Dynamics 365 Business Central environment. The following instructions will walk you through the process of configuring those terminals. See a list of supported terminals.
Source Key Setup
Before you can connect one or many terminals, you have to configure source keys for a particular merchant. The API keys and Pins can be requested from the gateway or can also be created directly within the gateway portal. If you require more information how to create or request more source keys, please contact the gateway support.
A source key is defining the source of transactions. It can be used to identify where a transaction was captured, for instance, you can have multiple source keys based on different locations. To enter a new source key, please choose 
icon, enter Merchant Account, and then choose the related link.
Please select the merchant account that you want to enter source keys for and then select the action Source Keys to display the list of source keys. You have to create at least one source key to connect terminals.
| Name | Enter a description to identify the usage of this source key. |
| API Key | The API key can be requested from gateway support or you can also create it yourself in the gateway portal. |
| Pin | The Pin is unique per API key. |
Terminals
To open the Terminals page, please choose icon, enter Credit Card Terminal, and then choose the related link.
You can either create a new terminal by selecting the New action, which will open the Credit Card Terminal page and you can enter the information and register the terminal there.
New Terminal Wizard
It is recommended to use the action New Terminal to register a new terminal, since this will open a wizard that walks you through the required information step by step. When you select New Terminal, the New Terminal Wizard opens.
By clicking Next you will go to the next page of the wizard. On this page, you can assign a name to the new terminal. Based on the terminal type, the name of the terminal will show at the top of the screen. You can also define the default type of transaction that should be executed by this terminal. If you use the terminal for credit card purchases and have customers pick up their goods or services at that time, you should set the Default Transaction to Sale. If you want to just hold a certain amount on the credit card until you then later charge the card, you should choose Authorization.
You then have to define the merchant and the source key that the terminal will be registered for. Once this information is defined, please click on Next to advance to the next page. The next page contains settings to define the capabilities of the terminal.
When advancing to the next page, you will start the actual registration of the terminal. The page describes the steps to perform, you will have to also review your terminal’s manual to determine the proper steps to pair the terminal. Please make sure that the terminal is connected to the internet and shows Enter Pairing Code or a similar statement on the screen.
The system will send a request to the gateway and retrieves the pairing code. This code will be displayed on the next page. Please note that there is an expiration date on the pairing code, so please make sure that you enter the code before it expires. Please follow the instructions in the terminal’s manual. Once the pairing process shows as completed on your terminal, please close the page.
The system will check the status of the terminal and a confirmation message will be shown and the wizard advances automatically to the last page. You can now close the wizard by clicking on Finish.
Terminal Page
General
| Id | The Id is automatically assigned and defines the terminal uniquely in the system. |
| Name | Enter a Name to describe where this terminal is located or what the terminal is for. |
| Default Transaction | If you use the terminal for credit card purchases and have customers pick up their goods or services at that time, you should set the Default Transaction to Sale. If you want to just hold a certain amount on the credit card until you then later charge the card, you should choose Authorization. |
| Status | The Status is a read only field indicating the status of the terminal. You can refresh this status by selecting Update Status. |
Settings
| Timeout (sec) | Defines the time out that is used when the terminal tries to communicate with the gateway. If the terminal does not receive a response within the specified time, the transaction will be cancelled. The default is 30 seconds. |
| Enable Chip Processing | Enables the Chip reader. This can be used to processing of credit cards containing a chip. |
| Enable Pin Entry | Enables PIN debit for swiped transactions. This is mainly used for Debit Card transactions. |
| Enable Contactless Processing | Enables NFC reader. This can be used to allow customers to just tap the credit card on the terminal. |
Information
The Information fast tab displays read only information about the terminal.
User Setup
You have successfully registered a terminal. You now have to define a terminal as a default terminal for the users that will use terminals to charge cards.
Please navigate to the User Setup page by choosing icon, enter User Setup, and then choose the related link.
| Credit Card Terminal | Please select the terminal to be used for this user from the list of existing terminals. When the user starts the process of a Card Present Transaction, the terminal defined in this field is used. |
| Print Receipt | If you want to print paper receipts from within Business Central for your customers for Card Present Transactions, please enable this field |