Summary

The standalone feature allows merchants to process card present payments independently from the POS. Aside from having an active payment processing account enabled, it requires no additional setup and can be used immediately. There are two primary use-cases for this feature:

• Line Busting/Events: For merchants either at tradeshows or who can see long lines at their location, this allows a clerk to take the terminal and quickly accept payments rather than having to wait for each customer to come to the till, scan every item, etc.
• Poor Internet Connection: For merchants with spotty or intermittent internet speeds, this can be an ideal solution. Rather than needing to have a laptop, receipt printer, and a credit card terminal all connected to the internet at the same time, the merchant could operate using exclusively our P5 terminal.

Availability

Some features, like Standalone Mode is available on all brands, but it is not enabled by default. Currently the P5 is the only terminal with this option.

<aside> 💡 Note: Standalone requires NO additional development work to implement. Please have a supervisor speak with your local Product team if you feel this feature may be of interest to your industry or Brand and we can get it enabled.

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Processor

App Version

TBD

Enabling Standalone

Once enabled on both the brand features, and the account feature flags, the profile page will indicate that it has been enabled for this account.

Terminal Setting

Once the option has been enabled for the account, the merchant can decide when to start using the Standalone feature. To start using Standalone the merchant will need to follow these steps on each P5 terminal they wish to enable for Standalone operation:

1. Exit the app using the four corner tap process, by taping the four corners one at a time and then swiping up from the bottom of the screen.
2. Open the CONFIG tab and locate the Standalone button.
3. Toggle Standalone Mode to ON by clicking on the ON/OFF button.
4. Return to the app by pressing the back arrow at the bottom left of the screen.

<aside> 💡

NOTE: If the app crashes or the device is turned off/reset, then it will automatically exit the standalone mode. However, the toggle setting remains in the device configuration, so you can re-enable standalone mode. If the standalone toggle does not appear immediately after turning on the device, wait one to two minutes for the terminal to sync its settings, then recheck the device configuration to set the toggle.

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Usage

Screen_recording_20241029_210924.mp4

In Standalone mode, the merchant can now enter an amount to charge and an optional transaction ID into the terminal to process transactions. Transactions processed in Standalone mode will not appear in the POS since the terminal will be operating independently from the POS system.

• The Transaction ID field is displayed on the Payments page in the Payment Portal and can be used by the merchant to record the sales in their POS at a later time. Transactions processed as standalone will be displayed in the Payments Page as ‘standalone’ which lets the merchant easily distinguish them from other transactions.
• All standalone transactions will still be charged the Card Present fee.
• Standalone will also work with other features such as Donations, Tips, and Receipt printing.
• If the POS sends a transaction to the terminal while it is in Standalone mode, the P5 will come out of Standalone to process the payment like normal, then will return to Standalone mode after the previous transaction is completed.

<aside> 💡

NOTE: Refunds are not supported in Standalone mode, since the transactions do not appear in the POS. This means the only way to refund a Standalone transaction is by going to the payment portal and refunding it from the Payments page.

The merchant should be cautious to refund the right transaction and use the transaction details such as the ID and last four of the card to confirm it is the correct payment.

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