1. Know Your Terminal

1.1 What is the Ecart Pay app?

Ecart Pay is the application installed on the payment terminal that allows you to charge, check transactions, refund, set tips, and offer installment payments.

1.2 App Icon

• Identify the Ecart Pay icon on the main screen of the terminal.

• By tapping it, you will access the app's home.

2. First Use: Log In and Link the Terminal

2.1 QR Code Screen

When using the terminal for the first time, you will see a screen with a QR code.

What is this QR for?

• Link the terminal to your Ecart Pay account.

• It is only used the first time or if you log out.

Steps:

1. Scan the QR with your phone.

2. Log in to your Ecart Pay account from your mobile.

3. The terminal links automatically.

2.2 Internet Connection Issues

If the terminal does not have a connection (WiFi or data):

• You will see a message indicating that there is no internet.

• A button will appear to activate the connection.

2.3 Welcome Screen

When linking the terminal for the first time, a welcome message will appear with:

• User name

• Serial number of the terminal

• Model

• Linking date

This screen:

• Closes automatically after 30 seconds, or

• You can press “Start”

3. Charge a Sale

3.1 Main Charging Screen

This is the screen you will use every day to charge.

• By default, all transactions are of type SALE.

• Enter the amount to charge.

• Press the green button with the card icon.

3.2 Tip Selection

If the tip is enabled, before paying, the terminal will show the tip selection screen.

Available options:

• 3 buttons with predefined percentages

• 1 button for no tip

• 1 button to enter a custom tip (amount or percentage)

3.3 Custom Tip

If you choose a custom tip:

You can enter:

• A fixed amount, or

• A percentage of the total

3.4 Payment by Card

After confirming the tip:

The customer must:

• Insert Card:
  Payment via chip, inserting the card into the terminal during the transaction.

• Tap Card
  Payment using contactless technology, either with: Physical contactless card, or digital wallets (for example, payments from a mobile phone or smartwatch).

The terminal will process the payment and display the result:

• ✅ Successful payment

• ❌ Error message with the reason for rejection

3.5 Successful Payment

When the payment completes successfully, you will see the confirmation screen.

4. Main Menu

In the upper right corner, you will find the menu (☰).

From here, you can access:

1. Transaction history

2. Set tip

3. Installment payments

4. Log out

5. Transaction History

5.1 View Transactions

• By default, it shows transactions from the last 30 days.

• You can change the range using the date filter.

5.2 Transaction Details

Each transaction is an expandable card.

When you open it, you will see:

• Payment details

• Available buttons:

  • Refund

  • Reprint receipt

5.3 Refunds

Steps to refund:

1. Press Refund.

2. Choose:

   • Requested
     The customer requested the return of the payment (due to cancellation, product return, or dissatisfaction).

   • Duplicate
     The payment was made twice by mistake, either by the customer or during the collection process.

   • Fraudulent
     The payment was not recognized by the customer or it is suspected that the transaction was made without their authorization.

3. Choose:

   • Total refund, or

   • Partial refund.

Partial Refund

• Enter an amount less than or equal to the original total.

• If you enter $0 or an amount greater, the refund will not be processed.

5.4 Reprinting Receipts

Depending on your terminal model, you will see different options:

Without printer:

• Send receipt via SMS

• Send receipt via email

With integrated printer:

• Print customer receipt

• Print merchant receipt

Send receipt via SMS

• Enter the phone number.

• The customer will receive a link to view their receipt online.

Send receipt via email

• Enter the email address.

• The receipt will arrive directly in their inbox.

6. Set Tip

From this section, you can:

• Define 3 main tip percentages.

• Activate or deactivate tips completely.

To save changes:

• Press Confirm.

7. Installment Payments (Months with No Interest)

This section allows you to configure installment payments by brand:

• Visa

• Mastercard

• American Express (AMEX)

Learn more about Installment Payments (Months with No Interest)

7.1 Visa and Mastercard

• Select the available months.

• Define a minimum amount for each installment.

• Indicate if it is:

  • Months with no interest, or

  • Deferred payment.

If an option is disabled, it cannot be edited.

7.2 American Express (AMEX)

• The configuration is global.

• No minimum amount or individual installments are defined.

8. Log Out

Use this option to log out of your account on the terminal.

9. Web Platform (optional)

From the web platform, you can:

• View active terminals

• Edit them

• Rename them

• Configure global installment payments

10. Support

If you have questions, issues, or suggestions: