Terminal Registration on TapOS

Register Your Terminal to Your Merchant Account

This process registers your terminal directly to your personal Tap merchant account. This setup is for Terminal-Initiated Transactions, meaning you will enter payment amounts and process transactions directly on the terminal device.

Before You Begin

Before linking your new terminal, please confirm you have completed the following prerequisites:

1. You possess an active Tap merchant account.
2. You have received your terminal device from the Tap sales team.
3. Your terminal has active SIM or network connectivity.
4. The SmartPoS is installed in your device.

Registration Steps on TapOS

1. Log in to TapOS
   Access your merchant account via the TapOS portal using your credentials.

2. Navigate to the Terminals Application
   From your account dashboard, locate and open the Terminals management area.

3. Initiate Terminal Linking
   Click the plus (+) or "Link New Terminal" button to begin the process.

4. Select Your Merchant Details
   Choose your associated brand, entity, and branch. If you have not yet created a branch, click on "New Branch" to proceed with creating one.

5. Generate Your Linking Code
   The system will produce a unique QR code and a numeric verification code. Keep this screen open.

6. Access the SmartPoS App
   Access the SmartPoS App on your terminal device to find the "Link Terminal".

7. Complete the Registration
   Choose to either:

   • Scan the QR code with your terminal device camera, or
   • Manually enter the provided verification code.

8. Confirm Successful Device Registration
   A confirmation message will appear on both your TapOS screen and your terminal's display once the link is successfully established.

Next Steps

Your terminal is now set up and ready to accept payments.

To start accepting transactions, simply enter the payment amount directly on the device and follow the on-screen prompts.

Important Note for Future POS Integration:
This registration links the terminal to your standalone merchant account. If you later adopt a Point-of-Sale (POS) system, you will need to re-link your terminal through your POS provider's platform to enable automated, system-initiated transactions.