This article describes the key functions available on an RMS Pay Standalone Terminal. Before you begin, ensure that your terminal has been connected to a stable Wi-Fi network as described in the Network Configuration section below.

Overview

Most RMS Pay terminals are fully integrated with RMS 9+, meaning payment amounts must be initiated within RMS and sent to the terminal for processing. Receipts, reconciliation, and reporting are all handled within RMS as part of the integrated workflow.

Standalone RMS Pay terminals are an exception and represent a very limited use case. These terminals operate independently and are not integrated with RMS. Transactions processed on a standalone terminal do not send data back into RMS and require separate reconciliation.

Standalone terminals are primarily intended for business areas that do not use RMS, rather than for general RMS property operations.

Functions like Processing Transactions, Refunding, and Reporting can all be performed directly via the Standalone Terminal.

Network Configuration

Upon receiving your RMS Pay terminal, follow the instructions provided to connect the terminal to a stable Wi-Fi network. 

Processing Transactions

1. Initiate a New Transaction
   1. On the terminal, select Transactions > New transaction.
   2. Enter your Transactions passcode and select Continue.

   3. Enter the purchase amount and confirm.

      ★ Tip: If you don't know your Transaction Passcode, please contact the RMS Customer Care Team in your region for assistance.

       

2. Tipping (If enabled)
   
   The terminal will prompt the customer to add a tip:
   1. If predefined options are set, the customer selects a tip amount.
   2. If custom tip entry is allowed, the customer enters their desired tip amount.
   3. The customer can also choose to skip tipping.
       
3. Complete the Payment
   1. The terminal displays the total amount (purchase amount + tip).
   2. The customer presents their payment method (card, contactless, etc.).
   3. The terminal processes the payment and displays Approved upon success.
   4. A receipt is printed, showing the breakdown of the purchase amount and tip.
       
4. Cancel an in-progress payment
   
   Before a payment has finished processing, you can try to cancel it:
   1. Select the Cancel key on the display.
      If your cancel attempt is successful, the terminal shows a Cancelled message on the display.

Refunds

Refunds can only be made by referencing the original transaction and payment type, and offer the following advantages:

• Lower risk of return fraud: a payment cannot be refunded multiple times.
• Lower risk of human error: store staff cannot enter the wrong refund amount on the terminal.

1. Processing a Refund:
   1. Select Transactions > History.
   2. Enter your Transactions passcode and select Continue.
   3. Select the transaction to refund.

   4. Choose Refund and follow the prompts.

      ★ Tip: If you don't know your Transaction Passcode, please contact the RMS Customer Care Team in your region for assistance.

Reporting & Totals

The terminal can generate a Totals report. This gives an overview of the total amounts for sales, refunds, gratuities (tips), and cancellations that the terminal processed since the last reset. By resetting the report, you can use this functionality to get day totals or shift totals.

1. View Totals
   1. Select Transactions > Totals.
   2. Enter your Admin passcode and select Continue.

   3. View the summary of sales, refunds, tips, and cancellations.

      ★ Tip: If you don't know your Admin Passcode, please contact the RMS Customer Care Team in your region for assistance.

       

2. Reset Totals
   1. After viewing the totals, select Reset totals to clear the current totals and start a new reporting period. 
      To automatically reset the Totals every day at a specific hour, please log a service request.

Standalone Terminal Functions — See Also

For more information, refer to the following related articles:

• RMS Pay S1F2 Terminal
• RMS Pay Settlement Report
• RMS Pay Standalone Terminal Functions (this article)