Capture Customer Information From Payment Terminal

Allow customers to directly enter information, such as email addresses, on Adyen and Verifone terminals, streamlining data collection. Reduce the need for store associates to verbally collect information. Configure custom layouts in Point of Sale CMS and designate text input or checkbox fields for terminal input to tailor the data collection process.

Modern POS App Build: 8.5.1; 9.5.1 for Verifone
Platform Support: iPhone, iPad
Offline Support: yes
Supported Devices: All Adyen terminals* and Verifone PSDK (for best results, the larger M400 is recommended)

* Adyen AMS1 terminals are supported for app builds 10.5.1 or greater.

Terminal Input Layout

To initiate input on the terminal for a layout form, store associates can tap any button whose Button Action is set to "Terminal Input". The terminal cycles through all the designated fields and collect the appropriate data for each one. Point of Sale provides an out-of-the-box layout featuring this button, or for more customization, users can create a custom layout with additional configuration.

The Terminal Input button on the Add New Customer screen in the POS app.

To use the preconfigured layout, go to Layouts > Layout Pages > Add From Template and select Sign-up With Terminal Input.

To create a custom layoout:

Go to Layouts > Layout Pages > Add Blank Layout.
Add or select into a cell.
On the right toolbar menu, go to Form Element > Button.
Under Button Action, select Terminal Input.
As shown below, this button action type can be selected from the Button Action dropdown for any button element while editing any layout in the CMS.
Fill in the rest of the fields and configure the rest of the custom layout.
Save the changes.

Layout Form Fields

To select which form fields show on the terminal, turn on the Enable Terminal Input switch while editing the form elements in a layout on the CMS. This is shown next. Any form element of type "Text Input" or "Checkbox with Terminal Input" has this option. The Add New Customer screen on the POS app with the Email field highlighted.

To turn on terminal input:

On your layout, ‌select a field. The Form Element screen appears.
Under Field Type, select the type of field.
Under Input Type, select the type of input for the field. For example, Input type of "Phone" displays a phone number capture screen. All other input types show a simple text field with a keyboard.
Turn on Enable Terminal Input.

To set up legal agreements on the terminal (that is, Terms & Conditions), make sure that aside from toggling the Enable Terminal Input option, you also select "Checkbox with Terminal Input" as the designated Field Type.

If selected, this form element has the additional four fields:

Terminal Prompt Title
Terminal Prompt Body
Terminal Prompt Cancel Button Title
Terminal Prompt Confirm Button Title

Important For Verifone terminals, the Terminal Prompt, Cancel, and Confirm Button Titles have a limit of nine characters.

These values are used to show a confirmation screen on the terminal. At a minimum, provide either a Title or Body, otherwise, the confirmation screen won’t show. If no value is provided for the "Cancel" Button Title, the default string "Cancel" is used. Likewise, if no value is provided for the "Confirm" Button Title, the default string "Confirm" is used.

The Terms and Conditions checkbox turned on with the Placeholder Text in the CMS. The Terminal Prompt body showing in Point of Sale CMS.

Note While the JSON key is set to "consents.terms" in the example provided under Field, it's possible to assign any value to correspond with the form in which it is displayed.

View Customer Information From Payment Terminal in the POS App

Permit customers to quickly populate Point of Sale (POS) form fields by initiating terminal input. The terminal collects data from text inputs and checkboxes with terminal input enabled. As customers complete each field on the terminal, the associated POS field is automatically populated. Customers can also cancel the entire input sequence if needed.

Initiating Terminal Input

If a Terminal Input button is tapped on a given form, the terminal first cycles through all the Text Inputs that have Enable Terminal Input toggled on and collects the appropriate data for each one. Then the terminal will cycle through all the Checkboxes with Terminal Input that have Enable Terminal Input turned on.

Adyen Terminal

Note for Adyen M450 terminals, tapping a key dismisses the terminal's on-screen keyboard. Tap the text field again to enter the next character.

Enter your email address in Ayden terminal. Enter your phone number in Ayden terminal Decide whether to redeem your loyalty points in Ayden terminal.

Verifone M400 Terminal

Enter your first name in the Verifone terminal. Enter your phone number in the Verifone terminal. Agree to terms and conditions in the Verifone terminal.

Cancelling Terminal Input

By tapping the "X" button on the terminal, the customer can cancel the entire sequence of input collection for all fields.

Capturing Customer Information Known Issues

Be aware that input types other than "Text Input" and "Checkbox with Terminal Input" aren't supported for capturing customer information. If the Point of Sale (POS) device navigates away from the input screen, the terminal continues to cycle through the fields. Also note that calls to the terminal overrides the current screen, and the "Checkbox with Terminal Input" can't be longer than nine characters if using Verifone Terminals.

Adyen Terminals

The information in the proceeding sections describes known issues and restrictions for Ayden terminals.

Input Types

Other input types aside from "Text Input" and "Checkbox with Terminal Input" (for example dropdowns, checkboxes, and so on) won't be supported with this feature.

POS Navigation

If the POS device navigates away from the screen with inputs that are currently being shown on the terminal, the terminal will continue to cycle through the fields for that form, but there's no corresponding action on the POS given that the associate is no longer on the appropriate screen. The customer can exit this flow on the terminal at any time by tapping the X.

Overriding Calls to Terminal

If any calls are made to the terminal while a customer is entering their information for a given field (for example if the associate initiates payment collection while the user is entering their email), the most recent call made overrides the current screen, and the customer sees the appropriate screen for the new call (for example the email screen is replaced by the payment collection screen).

1:N Topology

It isn't recommended to use this feature from a register whose card reader topology is set to 1:N. If this is true and the POS is only connected to a single reader, the inputs show on that reader. If there's more than one reader connected, there's currently no way to manage which reader the inputs appear on.

Verifone Terminals

The information in the proceeding sections describes known issues with Verifone terminals.

Input Buttons

The input type "Checkbox with Terminal Input" can't be longer than nine characters.