Overview
This article describes how to configure a Heartland Restaurant site to use the Mobile Point of Sale service. This service enables you to attach an EMV card reader to an iPad Mini tablet and then scan credit cards and perform EMV transactions with the iPad device.
To use the Mobile Point of Sale service, the site must use Heartland Processing to process EMV credit card transactions. Currently, the Mobile Point of Sale service supports EMV card readers provided by BBPOS.
To use the Mobile Point of Sale functionality, the site must run Heartland Restaurant version 6.70 or newer.
Important Information
- CrossTID must be enabled on the Heartland servicing site.
- Secure Submit (Heartland Portico) credentials for Online settings are required for Manual Entry.
- Mobile POS is only available for Heartland Processing merchants.
- Mobile POS is not compatible with Monetary EMV.
- In-store settings and Online settings will work.
- Monetary with Online settings will lose manual entry feature for Mobile POS units.
- Mobile POS is not compatible with SAF.
- Mobile POS is not compatible with Surcharge.
- If PAX surcharge is enabled and you have Mobile POS on for the location, Surcharge will be turned off. All or nothing.
- Mobile POS can be used in conjunction with Heartland Gift (manual entry only).
- Mobile POS can be used in conjunction with PAX devices in the same location.
- PAX S300 (firmware version 1.01.06E or later)
- PAX S920 (firmware version 1.01.01E or later)
- PAX A920 (firmware version 1.01.11E or later)
- Mobile POS must be used on iPads running iOS12 or newer.
- At least 1 PAX unit is required per location.
- Charging hardware requirements -.
- 20W USB-C Power Adapter- Part # MHJA3AM/A)
- USB C Male straight to USB C Male 90 Left- Part # CRD-E1C-E2XXXX-B
Configure In-Store Settings
To use the Mobile Point of Sale service, you must configure the POS to use the Heartland EMV processing service. You can do this in the Admin Console, in the Payment Gateway screen. We also recommend that you set the POS to allow servers to enter credit card numbers manually.
- Log into the Admin Console and select an appropriate account.
- In the Admin Console’s Main Menu, click Location Setup, then click Payment Gateway.
- In the In-Store Settings area, select the Heartland SDK in the PAX Interface
- Select the Portico Direct check box.
- In the Heartland In-Store Settings area, enter the appropriate credentials in the following boxes:
Site ID
License ID
Device ID
Username
Password
After the site enrolls for Heartland EMV processing service, the Relationship Manager (RM) will send you (by email) a copy of the VAR sheet that includes information.
When using PAX devices with WiseCube devices, use the PAX credentials for the In-Store settings. - Select the Allow Manual Entry for Credit Cards check box.
When using the card reader, we recommend you configure the POS to allow the manual entry of credit card numbers. If you enable this setting, the POS will accept credit card numbers entered manually. This allows servers to accept payments with credit cards that may have damaged or compromised EMV chips.
If you plan to use the Manual Entry of Credit Cards feature, you must first set the site to use the Heartland/Portico gateway. - To enable the Heartland/Portico gateway, find the Gateway list in the Online Settings area, and select Heartland/Portico.
- Click
to save the settings.
Attach iPad to Reader Assembly
For detailed procedures describing how to attach the card reader to the iPad device and secure them in the device enclosure, review the “EMV Mobile Tablet Assembly Instructions”.
When opening the enclosure (Step 1), use a coin to open BOTH corners before pulling up on the bezel.
After opening the enclosure, you should power on the EMV Reader device before inserting it into the card reader compartment (Step 2). To turn on the device, press the power button next to the USB C port. Flashing lights will illuminate horizontally.
Connect POS to EMV Card Reader
Only pair one EMV Reader device and iPad device at a time. If you try to pair multiple devices at the same time, it may cause connection problems.
- After you have connected the iPad tablet to the EMV Reader assembly, turn on the tablet and run the Heartland Restaurant POS app.
- Log into the POS.
- In the Ticket screen, tap the Settings button (
) in the top right-hand corner, then tap Manager.
- In the Manager Settings screen, tap Payment Terminals.
The POS will display a list of tiles, each representing an available payment terminal. - Tap Scan for WiseCube Devices.
The POS will search for the new card reader. If the POS finds the card reader, it will display a new tile representing the card reader. The tile will display the card reader’s serial number (beginning with “CHB”). - Tap the tile for the EMV card reader device.
The POS will display the Bluetooth Pairing Request prompt. - Select Pair.
The POS will connect to the EMV card reader, and display a prompt confirming its connection status. - To test the POS connection to the EMV card reader, tap Test EMV Connection.
Disconnect the EMV Card Reader
To disconnect the current device from the iPad, perform the following procedures.
- On the iPad, double-tap the Home button, or swipe up on the screen.
- Close the Heartland Restaurant app.
- On the iPad Home screen, tap Settings.
- In the Settings screen, tap Bluetooth.
- In the list of connected devices, find the card reader device, then tap its “I” (Information) button.
- Tap Forget device.
- Close the Settings app.
To connect a new device to the iPad, repeat the procedures described above.
Move Card Reader to Another iPad
To move a card reader device from one iPad to another, perform the following procedures.
- Run the Heartland Restaurant app.
- Log into the POS.
- In the Ticket screen, tap the Settings button (
) in the top right-hand corner, then tap Manager.
- In the Manager Settings screen, tap Payment Terminals.
- Tap the Card Reader’s button.
Heartland Restaurant will disconnect from the selected device. - Close the Heartland Restaurant app.
- On the iPad Home screen, tap Settings.
- In the Settings screen, tap Bluetooth.
- In the list of connected devices, find the card reader device, then tap its “I” (Information) button.
- Tap Forget device.
- On the card reader device, press and hold the power button until the device powers off.
- Press the power button to turn the device back on.
- Once restarted, if its lights start flashing horizontally, the device is in pairing mode.
To connect the device to the new iPad, follow the procedures described above.
Using EMV Card Reader in the POS
- In the POS, access an open ticket and tap Checkout.
- Tap Card.
The POS will prompt you to present the card. - Insert the card into the card reader slot, or tap the card against the “WiFi” icon on the back of the assembly.
The POS will display a message stating that it is requesting online processing.
If the card is confirmed, the POS will display a message stating that the payment was processed successfully.
Troubleshooting
WiseCube device not connecting
If the device is not charged, charge the device before trying these resolutions.
Resolution 1
- Plug the power cord into the Mobile POS enclosure.
This will “wake” the EMV device. - Wait ten seconds.
- Tap the card icon at the top of the POS software to determine if the device is connected.
Resolution 2
- On the iPad, run the Settings app.
- Tap Bluetooth.
- Verify that the EMV device is connected.
If not, tap the “CHBxxxx” device to connect. - Run the Heartland Restaurant app.
- Tap the card icon at the top of the POS to determine if the device is connected.
Resolution 3
- On the iPad device, double-tap the Home button or swipe up.
- Close the Heartland Restaurant app.
- Access the iPad’s Bluetooth settings.
- In the Bluetooth list, tap the Information button for the “CBHxxxxxxx WiseCube” device.
- Tap Forget device.
- Run the Heartland Restaurant app.
- In the POS, tap the Settings button ( ) in the top right-hand corner, then tap Manager.
- In the Manager Settings screen, tap Payment Terminals.
- Tap Scan for WiseCube Devices.
If the POS finds the card reader, it will display a new tile representing the card reader. - Tap Pair.
Resolution 4
- Access the iPad’s Bluetooth settings to verify the device is not there.
If it is, delete it. - Open the enclosure from both openings.
- Remove the EMV device.
- On the EMV device, press and hold the power button until it powers off.
- On the iPad, access the Bluetooth settings.
- Disable the Bluetooth connection feature, then enable it again.
- Turn the WiseCube device back on.
It should flash its lights in a chasing pattern. - Run the POS, access the Payment Terminals screen again, and scan for the device.
- Select your device for pairing.
You should see a prompt for pairing on the iPad.
Error Codes
Error System Error
- CrossTID is not enabled on the processing file.
- Resolution: Call processing to re-enable CrossTID for the WiseCube device.
- The processing URL used for WiseCube devices is down.
- Resolution: Call processing to report/confirm outage, wait for processing to be restored.
Error Offlinedecline
- The device is misconfigured and needs an RMA.
Insert, swipe, or try another card error
- The card was inserted incorrectly; flip the card over and try again.
- The card is defective; try another card.
- Tapping does not work.
- The EMV device is not installed correctly.
- The EMV device needs to have the NFC logo facing to the NFC logo on the enclosure.