Setting up payment processing with Cayan's Genius Handheld terminal

Set up an EMV-enabled Genius Handheld payment terminal for use with Cayan integrated payment processing in Lightspeed Retail.

NOTE: Click here for instructions on how to set up the Genius Handheld payment terminal for use with the Lightspeed Retail POS app.

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The main setup steps are:

  1. Obtain your POS credentials from Cayan.
  2. Set Cayan as the payment gateway in Lightspeed Retail.
  3. Install the Cayan certificate on your computer's browser.
  4. Connect the terminal to the network and get the IP address.
  5. Update the Genius app to the latest version.
  6. Add the terminal in Lightspeed Retail.

1. Obtain your POS credentials from Cayan

To configure Cayan as a payment gateway in Lightspeed Retail, you need to obtain your POS credentials from Cayan. Your credentials would have been sent to you by Cayan via e-mail typically. If you don't have this information on hand, please contact Cayan.

Cayan POS Credentials
Name
Transaction Key
Site ID

2. Set Cayan as the payment gateway in Lightspeed Retail

  1. From the Main Menu, click Settings > Shop Setup.
  2. Click your Shop Name. 
  3. From the left menu, go to the Credit Card section.
  4. From the Gateway Type drop-down, select Cayan.
  5. Select the Active/Enabled checkbox.
  6. In the NameTransaction Key and Site ID fields, enter the credentials your received from Cayan (see 1. Obtain your POS credentials from Cayan).
  7. Under Security Options, enable Allow Credits if you want to be able refund a credit or debit card without a customer's sales invoice (ad-hoc refunds).

    NOTE: To do an ad-hoc refund, you must swipe the card for the refund to take effect. Manually entering credit or debit card numbers is not supported.

  8. Under Credit Card Payment Types, select from the drop-downs how the corresponding card type will appear on invoices and sales reports. For example, if you created a custom Visa payment type, selecting it from the Visa drop-down will mark all Visa sales as Visa. To customize your credit card mapping in this way, you have to create the custom payment types in Settings > Payment Types.
  9. Click Save Changes.

NOTE: If you have a multi-store account, repeat the steps in this section to set Cayan as the payment gateway in your other shops.

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3. Install the Cayan certificate on your computer's browser

Install the Cayan security certificate on your computer's Firefox or Chrome browser so that Lightspeed Retail can communicate with the payment terminal. Install the certificate on every computer that you use for processing Lightspeed Retail sales. Depending on your browser and operating system, the steps involved will differ:

Firefox (MAC and Windows)

The steps below are compatible with both MAC and Windows.

  1. Open your Firefox browser.
  2. Click the following link http://cayan.com/Site/Media/Cayan/Cayan.crt.

    NOTE: You can also copy and paste the link above into your Firefox's address bar and press Enter on your keyboard.

  3. From the new window, select Trust this CA to identify websites.
  4. Click OK.

certificate_firefox_mac_2.gif

Chrome (MAC)

  1. Open your Chrome browser.
  2. Click the following link http://cayan.com/Site/Media/Cayan/Cayan.crt.

    NOTE: You can also copy and paste the link above into your Chrome's address bar and press Enter on your keyboard.

  3. From the bottom left hand corner of your browser window, click the Cayan.crt file.
  4. From your Keychain Access application, go to the login section in the left hand menu.
  5. Double-click the Cayan certificate.
  6. From the new Cayan window, click the Trust drop-down.
  7. From the When using this certificate drop-down, select Always Trust.
  8. Close the Cayan window.
  9. If prompted, enter your computer username's password.
  10. Click Update Settings.

    certificate_chrome_mac_2.gif

Chrome (Windows)

  1. Open your Chrome browser.
  2. Click the following link http://cayan.com/Site/Media/Cayan/Cayan.crt.

    NOTE: You can also copy and paste the link above into your Chrome's address bar and press Enter on your keyboard.

  3. From the bottom left hand corner of your browser window:
    • Click Keep.
    • Click the Cayan.crt file.
  4. From the new window, click Open.
  5. From the Certificate window, click Install certificate...
  6. From the Certificate Import Wizard windowclick Next Next Finish OK.

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4. Connect the terminal to your network and get the IP address

The Genius Handheld payment terminal is connected to your network using Wi-Fi. By default, your network assigns a dynamic IP address to your terminal. You will need to know this IP address to add the terminal in Lightspeed Retail.

You can also assign a static IP address to your terminal. This may be a requirement for your network. It can also ensure that your terminal's IP address stays the same if you experience network connection issues.

Connect the terminal to your network

  1. To power on or wake the terminal from sleep mode, press the power button on the top of the terminal.
  2. To unlock the terminal's screen, swipe the lock icon in any direction.
  3. On the terminal's home screen, tap Settings > Wi-Fi.

    Screen_Shot_2017-04-10_at_4.33.26_PM.png

  4. If Wi-Fi is not on and blue at the top-right, swipe the toggle to the right to enable it. 
  5. From the list, tap your network's name.
  6. Enter your Wi-Fi password.
  7. Tap Connect.
  8. To return to the home screen, tap Screen_Shot_2017-04-10_at_2.52.40_PM.png .

Find the terminal's IP address

  1. From the device's home screen, tap genius.png . 
  2. On the top-right, tap Screen_Shot_2017-04-10_at_2.52.46_PM.png to open the Admin screen.

    Screen_Shot_2017-04-10_at_2.52.58_PM.png

  3. Take note of the IP address displayed under My IP Address. You will need it to add the terminal in Lightspeed Retail.

    myip.png

  4. To run a network test, tap TEST.
  5. If the network test displays Pass, tap OK.
  6. To return to the red Genius by Cayan idle screen, Tap Screen_Shot_2017-04-10_at_2.53.54_PM.png .

 Assign a static IP address to your terminal (optional)

  1. To power on or wake the terminal from sleep mode, press the power button on the top of the device.
  2. To unlock the terminal's screen, swipe the lock icon in any direction.
  3. On the terminal's home screen, tap Settings > Wi-Fi.

    Screen_Shot_2017-04-10_at_4.33.26_PM.png

  4. If Wi-Fi is not on and blue at the top-right, swipe the toggle to the right to enable it. 
  5. From the list, tap your network's name.

    NOTE: If your network's Status displays as Connected, tap Forget and select it from the list again.

  6. Enter your Wi-Fi password.
  7. Swipe up and select the Show advanced options checkbox.
  8. Swipe up and from the IPv4 settings drop-down, select Static.

    Screen_Shot_2017-04-10_at_4.43.36_PM.png

  9. Swipe up and in the IPv4 address field, type the static IP address you want to assign to your terminal.
  10. Tap Connect.
  11. To return to the home screen, tap Screen_Shot_2017-04-10_at_2.52.40_PM.png .

5. Update the Genius app to the latest version

Ensure that your Genius Handheld terminal is running the latest Genius app version.

  1. On the device's home screen, tap the Cayan Files icon.

    Screen_Shot_2017-04-10_at_4.07.12_PM.png

  2. Tap Screen_Shot_2017-04-10_at_4.30.22_PM.png > Update Repos.

    Screen_Shot_2017-04-10_at_4.07.16_PM.png

  3. If an update is available, tap Update Install.

6. Add the terminal in Lightspeed Retail

  1. Make sure the terminal is powered on and on the blue Genius by Cayan idle screen.
  2. From the Main Menu, click Settings > Shop Setup.
  3. Click your Shop Name.
  4. From the left menu, go to the Credit Card Terminals section.
  5. Enter a Name for the terminal and it's IP Address from step 4.
  6. To verify Lightspeed Retail's connectivity to the terminal, from the Credit Card Terminals area, click the Check Status button. It displays CONNECTED once the connection is established.
  7. Click Save Changes.

NOTE: If you have a multi-store account or multiple payment terminals, repeat the steps in this section.

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You are now ready to process payments through Cayan with your Genius Handheld terminal. To do a test transaction and learn how to view your payment details, see our Configuring payment processing article.

NOTE:When taking debit or credit card payments, ensure your terminal is on the red Genius by Cayan idle screen.

 

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