barclaycard SmartpayTouch A920 User manual

Built to work as
hard as you do
Your quick-start guide to
Smartpay Touch

2
Welcome to
Smartpay Touch
Take control with the innovative and intuitive
Smartpay Touch: a simple yet smart, all-in-one
point-of-sale solution that helps you to manage
your business as well as your payments.
This quick-start guide includes everything you need to get going with
Smartpay Touch. If you have any problems, our dedicated technical
support team are here to help make sure you can make the most of
Smartpay Touch’s features and benets.
Once you’re up and running, we can also help you nd out how to
tailor your Smartpay Touch solution to t the needs of your business.
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Contents
Before you begin
What’s in the box? 4
Get to know your Smartpay Touch card reader 5
Preparing your card reader 6
Turning it on for the rst time 7
First steps
Installing your point of sale software 8
Launching your software for the rst time 9
Getting to know your point of sale display 10
Accessing the online portal for the rst time 11
Behind-the-scenes essentials
Getting ready to start trading 12
Tailoring key settings to your business 13
Everyday trading
Start the trading day 14
Adding products using the device 15
Adding products via the portal 16
Making a sale 17
Suspending a transaction 18
Processing dierent types of refunds 19
Accepting tips 20
Account verication 21
Closing the trading day 22
Key buttons and features 23
Help and support 25
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*Charging station is for charging the device when not in use. The device can also be connected directly to
WiFi (see Turning it on for the rst time). It can also be used as a WiFi hot spot for your device, if required.
**Calls to 0800 numbers are free from UK landlines and personal mobiles, otherwise call charges may apply.
Calls may be monitored or recorded in order to maintain high levels of security and quality of service.
Before you begin
What’s in the box?
Your Smartpay Touch package should contain:
• 1 x Smartpay Touch card reader
• 1 x Charging station*
• 2 x Thermal paper roll
• 1 x AC power adapter with USB cable
• 1 x Battery (pre-installed)
• 1 x SIM card (pre-installed)
• 1 x RNIB tactile sticker
If any of these items are missing, please call the
support team straight away on 0800 151 0399.**
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4

With a long battery life, your Smartpay Touch comes with WiFi and 4G as standard – so you can
trade and take card payments wherever your business takes you, in-store or on the move.
Before you begin
Get to know your Smartpay Touch card reader
Front view
LCD display Magnetic
stripe slot
Chip-and-PIN
(IC) card slot
Power button
Camera on rear
Printer
Micro USB charging port
Side view
Side buttons (right and left)
Adjusting volume
Make sure the SmartPay Touch app is closed when you
adjust the sound volume. The right-side button makes
it louder, the left-side button makes it quieter.
Barcode scanning
When the Smartpay Touch app is in use, the side buttons
will open the camera underneath for barcode scanning.
You just need to switch on Barcode scanning in the
conguration section of the online portal.
Battery
cover
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5

1. Charging it up
Before you attempt to charge the card reader, open
the battery cover and remove the plastic strip (if
there is one) covering the battery terminals.
Plug the charging station into a power outlet using
the AC adapter and USB cable provided. Charge the
device for 2-4 hours.
Alternatively, charge the card reader by plugging
the USB cable directly into the side charging port.
Battery status can be checked while the device is o
and charging on the station with a brief press of the
power button.
6
2. Apply RNIB tactile sticker
This will help your blind and partially sighted
customers.
3. Insert till roll
Instructions on the inside of the till roll
compartment will help you make sure it’s inserted
correctly.
Before you begin
Preparing your card reader
Smart tip
If you need to power o for any
reason, press and hold the power
button for three seconds until the
shutdown menu appears on the
screen. Next tap ‘Power o’, followed
by ‘Power o’ again.
A ‘shutting down’ message should
then appear and the device should
turn o.
RNIB tactile sticker
This transparent sticker has a pattern of
raised bumps that enable uses to use the
keypad by touch.
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As soon as the card reader is turned on for the rst time, it will kickstart
the download and update process. To get started, press and hold the
power button for ve seconds until the card slot illuminates. The card
reader will then launch an installation app. This start-up app provides two
options for connecting the card reader to your network:
Set up WiFi
(Recommended)
Connect the card reader
directly to your WiFi.
We recommend this option
as it gives you a more stable
connection for daily use.
Using 4G
(Alternative)
The card reader can also connect
to the internet using 4G.
In some circumstances, the
card reader automatically uses
4G to kickstart the download.
or
Software installation
Because of the le size, we recommend using WiFi to download the
software. Downloading the software using the built-in SIM over a 3G or 4G
connection is possible, but it may take longer.
Smart tip
You can change your WiFi network
connection at any time by accessing
the Android settings:
7
Before you begin
Turning it on for the first time
Step 1
Swipe down from
the top of the card
reader screen.
Step 2
Expand the
settings further
by swiping down.
Step 3
Click on the WiFi
network connection
and select the
connection you
need.
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Once your card reader is connected to the internet and you have
initiated the download, the point of sale software should automatically
install on to the card reader. It may take a little while depending on the
speed of your connection, which is why we recommend using WiFi for
this step. Please allow enough time to download and install the app.
During the installation process you may be prompted by a ‘warning’
notication for a rmware update. This is a routine update – just let the
card reader carry on with the install.
If the software doesn’t auto-install, please contact:
Smartpay Touch Technical Support
0800 151 0399
Monday–Friday: 9-5pm
UK bank holidays: Closed
Email: [e-mail]
First steps
Installing your point of sale software
Smart tip
Worried that the installation process has stalled or not
worked? You can check the status of the download by
opening the PAXSTORE app on the device and going to
the section called ‘My Apps’.
Here you’ll be able to see the status of any download
and installation process. Any paused downloads can be
restarted from here.
Smartpay Touch
PAXSTORE
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8

Before taking this step, make sure you have a WiFi or mobile data
signal (see Turning it on for the rst time). To launch your point of sale
software, click on the Smartpay Touch app. Please do not use any of the
other apps unless
you’re asked to do so by our support team.
The rst time you launch the software, it will need to complete an
auto-enrolment process – once it’s nished, you’ll see the login screen.
Supervisor user (recommended)
We recommended this prole for business owners and/or store managers.
You have access to all settings and software features on the device.
The default access PIN is 9876. When you rst create your user you’ll be
asked to change this.
POS user (optional)
This is the prole that your employees should be using.
By default some features are restricted, such as performing refunds.
These settings can be changed later in the portal if needed.
The default access PIN is 1234. When the POS user rst logs in they will
be prompted to change the PIN.
Settings screen completes
auto-enrolment
Login screen
Settings screen completes auto-
enrolment First use Log In
Settings screen completes auto-
enrolment First use Log In
First steps
Launching your software for the first time
Smart tip
• Add sta members later via the menu on the card reader or
by visiting the online portal and selecting Cong > Sta > New
Sta Member. You can also change the names of the default
proles to your own if preferred.
• Change access privileges for all roles via the online portal by
simply going to Cong > Prole > User Permissions.
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9

10
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
First steps
Getting to know your point of sale display
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
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10
First steps
Getting to know your point of sale display
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
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10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
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10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
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10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
| Next pagePrevious |

10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
| Next pagePrevious |

10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
| Next pagePrevious |

10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
| Next pagePrevious |

10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
| Next pagePrevious |

10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
| Next pagePrevious |

10
First steps
Getting to know your point of sale display
Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device.
Side menu button
Top bar
Display window
Tabs
Journal (basket)
Function keys
Summary dialogue
Tender functions
Back button
Tender value adjustment
(split tender) button
Product/department
browser
1
5
9
3
7
11
2
6
10
4
8
| Next pagePrevious |