Setting up payment processing with Cayan's Verifone MX 915/925 terminal

Set up an EMV-enabled Verifone MX 915 payment terminal for Cayan integrated payment processing in Lightspeed Retail.

NOTE: Click here for instructions on how to set up the Verifone MX 915 payment terminal for use with the Lightspeed Retail POS app.

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. Test the terminal's communication with Cayan's servers.
  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).

    NOTE: We recommend copying and pasting your credentials. If you do, also make sure that there are not leading or trailing space in the fields.

  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.

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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.

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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 the network and get the IP address

Before proceeding, connect the terminal to your local network and plug it into a wall outlet. If you need help setting up your terminal, see Cayan's help article.

  1. From the terminal's Genius by Cayan idle screen, enter 000 on the device's keypad.
  2. Enter the password 9416557.
  3. Record the IP address as you will need it in section 6. Add the terminal in Lightspeed Retail.
  4. To return to the Genius by Cayan idle screen, press the red X (cancel) button.

NOTE: To make sure your terminal's network IP address does not change, we recommend that you assign a static IP address to it in your router settings. For assistance and information, contact your internet service provider and see Cayan's help article.

5. Test the terminal's communication with Cayan's servers

Once your terminal is successfully connected to your local network, make sure it's also communicating with Cayan's servers.

  1. From the terminal's Genius by Cayan idle screen, enter 000 on the device's keypad.
  2. Enter the password 9416557.
  3. On the terminal's screen, tap Network Test. This will initiate the communication tests.
  4. Once all the tests pass, press the red X (cancel) button on the terminal's keypad to return to the Genius by Cayan idle screen.

NOTE: If the gateway communication tests don't pass, tap the onscreen Back Restart buttons. Once the terminal reboots, try again. If the tests still don't pass, see the Note section of Cayan's help article or contact their Customer Support.

6. Add the terminal in Lightspeed Retail

  1. Make sure the terminal is on the 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 (no apostrophes) and it's IP Address from section 4. Connect the terminal to the network and get the IP address.
  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.

    NOTE: If your terminal's status still displays as DISCONNECT, go to our Troubleshooting your Verifone MX 915/925 terminal's browser issues help article.

  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. To do a test transaction and learn how to view your payment details, see our Configuring payment processing article.

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