Instructions for users of a CCV terminal with TWINT

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Bertina Wade
6 years ago
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1 Instructions for users of a CCV terminal with TWINT Welcome to the TWINT merchant portal! You have successfully registered for and/or logged into the merchant portal. You can now complete the registration process: create your stores, review transactions, download reports and order stickers and other materials in the shop. 1

2 We will now accompany you step by step as you navigate the merchant portal to complete the registration process! Step 1: select payment solution and create store... Page 3 Step 2: next steps: complete integration process, add further stores... Page 9 Step 3: other merchant portal functions... Page 10 2

3 Step 1: select payment solution and create store General the process for entering a new store is divided into four parts. 1 Basic details: information about your store (name, address and logo) to be displayed in the app. 2 Connection: select the cash-register system/ccv terminal and indicate the account to be used for the daily settlement of revenues and your supported customer loyalty programmes/loyalty schemes. 3 Summary: check and save the details. 4 Confirmation Create store select Cash register, terminal and other solutions on the homepage or under the Stores menu item in the left-hand navigation bar, then Cash register, terminal and other solutions. In order to edit an existing store (e.g. to enter a change of address), go to the Stores menu item and select the pencil symbol behind the relevant store. 3

4 1.1. Basic details Store These details will be displayed to your customers in the TWINT app. Please note: before you start with the process for creating the store, we inform you at the outset about which cash-register systems we support. As the CCV terminal is available, you can ignore this information. 4

5 Logo Upload a logo to be displayed to your customers in the TWINT app. Recommended image size PNG or JPEG px max. 300 KB 5

You can enter a different account for each store or use the same account for the settlement of revenues at all stores.

6 1.2. Connection Cash-register system/ccv terminal Select CCV Suisse SA (for manufacturer and sales). Credit account To which postal or bank account should your TWINT revenues be credited? Please select an appropriate account or add an account. You can enter a different account for each store or use the same account for the settlement of revenues at all stores. Please also enter the store name so that payments can be clearly allocated during the settlement process. Comment on bank statement: only required if registering without a commercial register entry! For verification purposes, please upload a bank statement for the specified account. The following must be visible: company or name, address, IBAN or account number. 6

Please note: before you continue the process at this stage, you have to take the code from the CCV terminal in order to enter it in the Name of the store in the statement/ccv terminal code field.

7 Please note: before you continue the process at this stage, you have to take the code from the CCV terminal in order to enter it in the Name of the store in the statement/ccv terminal code field. TWINT boarding The terminal will attempt to activate TWINT automatically if a TWINT booking is initiated. Should the activation process fail, a message is displayed on the terminal screen, which helps you to register with TWINT. You can initiate the activation process manually at any time via the TWINT merchant menu. If the activation process cannot be carried out, a message is displayed. Important To activate the terminal, now enter the code displayed to you on the terminal when you press the TWINT button in the Name of store in the statement/ccv terminal code field in the portal. 7

8 Loyalty schemes TWINT offers its customers the option to save cards for various customer loyalty programmes within the TWINT app. Should you support one of the displayed loyalty schemes, you can activate the relevant programmes. Please note: for customers who have saved the relevant card, TWINT will then transmit the loyalty scheme customer number to the cash register each time a payment is made. The processing of this information must be ensured by the cash-register software. If you would like to save your company's employee or loyalty card, please contact us by calling +41 (0) or sending an to support@twint.ch. 8

9 1.3. Summary Check all of your details again and edit these if necessary. Click on Save to create the store Confirmation You have now completed the process and created your store in the merchant portal. We have sent you an automatically generated confirmation containing your details. For legal reasons, you will also receive a confirmation by post for your initial registration for your records. As soon as we have activated your store, you will receive a further and be able to collect payments with TWINT and your CCV terminal. Over the next few days, keep a lookout in your inbox for the with the subject Your store with CCV terminal. 9

10 Step 2: next steps The next steps are indicated to you in the confirmation screen. These next steps may include the following: Please note: with CCV, you do not require any Beacons. Please note: inform and train your employees as soon as TWINT has been successfully integrated in the store Add further store Enter an additional store with TWINT. 10

11 Step 3: other merchant portal functions Settings You can manage your users and cashiers under Settings. Transactions You can view the individual transactions in the Transactions area. Downloads In the Downloads area, you can access your daily statements (daily closings) as.raf,.csv and.pdf files. Shop You benefit with TWINT every time a payment is made. You should therefore advertise TWINT actively with your customers. We will provide you with the advertising materials free of charge. You can now get started! We hope you and your customers enjoy using TWINT. 11

Instructions for users of the TWINT merchant app

Instructions for users of the TWINT merchant app Welcome to the TWINT merchant portal! You have successfully registered for and/or logged into the merchant portal. You can now complete the registration