You can use Slate Payments Terminal to accept in-person and MO/TO (mail order/telephone order) payments in Slate.

You can collect these payments using dedicated P2PE hardware designed to process payments securely, efficiently, and with reduced compliance burdens. You can also use the Slate Mobile app to collect contactless in-person payments via Tap-to-Pay.

You can accept payments from contactless credit or debit cards, Apple Pay, Apple Watch, and smartphones with other digital wallets, or by manually entering card information (MO/TO).

Payment Terminal is only available with Slate Payments.

🔑 Required Permissions: Payment Terminal

Collecting payments with dedicated hardware

Slate Payment Terminal lets you capture physical, digital, or manually entered card payments using any form with a payment widget (including event registrations).

Use cases

This streamlined process is useful for:

• Phonathons: Collecting payments while on a call with a donor

• Return solicitation mail: Processing payments efficiently

• In-person transactions: Collecting event payments, in-person donations, enrollment deposits, etc.

This process happens quickly and ensures a smooth experience for both administrators, donors and/or enrolling students.

Ordering payment terminal hardware

Technolutions is happy to order and ship Payment Terminal hardware to your institution on your behalf.

Available models include the latest S700 and the BBPOS WisePOS E.

➡️ To begin the ordering process and receive your personalized link to an order form, send an email to [email protected].

We’ll coordinate your purchase and place the order once your payment has been received.

Connecting a hardware device to Payment Terminal

To connect a device to Payment Terminal:

1. Select Forms.

2. Select a form, or create a new one.

3. Add a Payment Form Widget to the form.

4. Set the widget’s Embed Payment Form setting to Enable Embedded Payment Collection on Form.

5. Configure the remaining widget settings according to your needs.

6. In the form’s overview page, select New Registration (i.e. an internal form registration).

7. Fill out the form fields, including a payment amount, if it wasn’t set in the Payment Form Widget.

8. On the payment form widget, select Collect Payment Details. A popup appears.

   

9. Select Connect Reader.

10. Select Register Device.

11. Power on your device.

12. On the device, swipe left-to-right to access its menu.

13. Tap Settings.

14. In the admin PIN field, enter 07139. This PIN is the same across the devices furnished by Technolutions.

15. Tap Generate Pairing Code. A unique pairing code appears.

16. In Slate, enter a recognizable name for the device in the Name field.

17. In the Pairing Code field, enter the pairing code provided by your device.

    

     

18. Select Save.

The device is now saved as an option to select when processing a payment on an internal form registration.

Processing a payment

To collect a payment on the form:

1. Create a new (internal) registration for the form.

2. Select Collect Payment Details.

3. Configure the following settings:

   • Reader: Select your device from the list

   • Capture Method: Select one of the following:

     • Card Present: Transaction is in-person and the payer has a card, mobile device, or the like

     • Manual Entry: You’re taking the card information (number, expiry, security code, ZIP code) over the phone or the physical card isn’t available

4. Select Capture. If the card is present, the hardware device screen updates to display the payment amount and waits for the payer to tap, insert, or swipe their card.

5. If you’re manually entering card information, enter the information directly on the hardware device.

6. When the payment has been captured, Slate updates the Payment Form Widget to display Received Payment Details from {Card-type} <LAST FOUR DIGITS>.
   

   

7. Select Submit to process the payment.

Viewing Payment Terminal transactions

Payment Terminal transactions appear in Database → Payment History alongside all other Slate Payments transactions.

Select a payment to view transaction details, including the memo.

If the transaction is not associated with a person, the Name column is blank. Select the row with the blank name to view the memo associated with the payment.

Frequently asked questions

What is the fee structure?

For US-based accounts, the transaction fees for using Payment Terminal are the same as for all Slate Payments. There is a separate terminal network fee of $0.05 for each authorization (swipe/tap). These Terminal fees are summed for a given day and will appear as separate fee items in the payment history.

For details regarding Slate Payments (including fees), please refer to the Slate Payments FAQ article in our Knowledge Base.

Is this method of payment collection PCI compliant? Does my phone enter the scope?

This form of payment processing is designed to protect the payer's personal information. This service doesn't collect transaction information that can be tied back to the payer. This service is PCI compliant and a user's phone does not enter the scope.

📖 Further reading: Payment Terminal Security

Can I accept recurring payments using the Payment Terminal?

Yes, these payments may be captured if the card is present.

Recurring payments are currently not able to be processed via MO/TO card entry.

Will the payer receive an email receipt?

If the payment is connected to a person record with a valid email address, they will receive the standard Slate Payment system notifications.