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  4. WooCommerce In-Person Payments Quick Start Guide

WooCommerce In-Person Payments Quick Start Guide

Package Contents ↑ Back to top

  • 1x M2 Card Reader
  • 1x USB-C Charging Cable

Application Download & Installation ↑ Back to top

This device supports iOS & Android.

  1. Make sure you have Jetpack, WooCommerce, and WooCommerce Payments installed and activated on your WooCommerce store.
  2. Download the WooCommerce Mobile App for iOS or Android. If you already have the app installed, be sure it has been updated to the latest version.
  3. Follow the iOS or Android app instructions to register and/or login.

Connecting the Reader ↑ Back to top

Charge the Reader ↑ Back to top

Charge the Reader using the included charger for approximately 2 hours. Charging before the first use helps to prevent potential damage to it. The Reader bottom left LED light will momentarily turn solid green (🟢) when connected to a charger. 

The LED status lights help to track the level of the charge when the reader is connected to a power source via the included USB-C cable. The status lights will only appear momentarily and then turn off.

Note: With typical usage, you should charge the reader once a day. A fully charged reader can run ~1000 transactions on a single charge.

Turn on the Reader ↑ Back to top

After charging, turn on the device by briefly pressing the power symbol ⏻ on the reader. The status LEDs will turn on and the reader will beep twice. The reader will wait five minutes for a Bluetooth connection before automatically shutting off.

Enable your device Bluetooth ↑ Back to top

Before you start: Do not pair the card reader in your device’s Bluetooth settings. The WooCommerce Mobile App will manage the connection automatically.

Make sure Bluetooth is enabled on your device. Open the WooCommerce Mobile App. Navigate to Settings (Gear Icon) > In-Person Payments > Manage Card Reader.

Connect via the App ↑ Back to top

Click on Connect Card Reader. If prompted, allow the app to see your location while using the app. You’ll only need to take this step once.

After connecting, the first status LED will  begin flashing at 5-second intervals. The reader will stay connected to your iOS or Android device while in standby and automatically exits standby mode when you resume activity. Once the reader is connected it will automatically turn off after 10 hours of inactivity. To turn the reader off manually, press and hold the power button for four seconds. You don’t need to turn off the reader to conserve power.

Note: If you would like to use the card reader for collecting payment in person for orders placed online, such as for curbside or local pickup, you will need to make some changes in your store WP Admin settings by following the instructions in our documentation. This includes setting up a local pickup zone, enabling cash on delivery, and making sure your products are set to this zone.

Collect Payment ↑ Back to top

Once you have an order placed online by your customer(s) for local pickup, navigate to that order in your WooCommerce Mobile App and click on Collect Payment to finish the transaction. Then swipe, tap, or insert the credit card to accept the payment.

To use Simple Payments for a quick transaction, navigate to the Orders tab in the Mobile App, click on the ‘+’ sign, and select ‘Simple Payments’. Enter in the amount to collect, a note about the transaction (optional), and toggle the tax collection on or off, as needed. Then use the card reader to collect payment.

NFC Transaction Status ↑ Back to top

NFC (Near Field Communication) is a feature that enables short-range communication between compatible devices. In the case of In-Person Payments, it’s the communication between a customer’s NFC-enabled bank card and the card reader.

When payment is made via this method, success or failure is signaled via audible beep(s). All 4 LED lights will show as green on the reader when reading the card information.  When the card read is successful, they will be accompanied by 1 beep. If there are 2 beeps, there has been an error and you should retry.

Troubleshooting ↑ Back to top

The WooCommerce Mobile App does not show a “Manage Your Card Reader” option ↑ Back to top

Be sure your WooCommerce Mobile App has been updated to the latest version, WooCommerce and WooCommerce Payments are up-to-date, and that you are logged in to the Mobile App.

If the WooCommerce Mobile App is unable to connect to your reader ↑ Back to top

  • Reboot the reader by pressing the power button once to turn off and again to turn on.
  • If the problem persists, force quit the WooCommerce Mobile App and open it again, or reboot your device and reader.
  • Confirm the reader is charged and not connected to another device.  
  • Ensure that the reader was not previously paired directly via the device’s Bluetooth settings. Go to the Bluetooth settings in any previously paired devices and select “Forget device”.
  • Confirm the reader is in-range of the WooCommerce Mobile App (usually 10-20 ft).
  • Attempt to connect to the reader with the mobile device’s WiFi settings turned off. It’s possible that the WiFi is interfering with the ability to connect to the reader via Bluetooth. If the connection succeeds with WiFi turned off, take one of the following approaches to resolve:
    • Reconnect the device to the internet using a cellular connection.
    • Move closer to the WiFi access point to reduce WiFi interference.
    • Reset the WiFi router to a 5GHz band to ensure 2.4GHz band (shared by Bluetooth) isn’t too crowded.

The card reader does not process a payment successfully ↑ Back to top

  • Turn off the card reader on and off. The card reader should automatically reconnect with your smartphone or tablet if you have completed the initial setup.
  • The battery level may be too low. Use the USB cable to recharge the reader then retry.
  • Check that the device or smartphone/tablet is within WiFi reception range.
  • Check that your WooCommerce Payments account is set up and connected in your WooCommerce Payments extension settings under WooCommerce > Settings > Payments.
  • (Swipe or Insert Card) Check whether the magstripe or chip of the card is facing the right direction when swiping or inserting the card.
  • (Tap Card) Check if the card supports the right payment method (ex. tap function should have the right symbol on the card).The card should be placed within a 1.5inch/4cm range on top of the tap marking and not inside a wallet.

Device lost the connection with your smartphone or tablet when the device shuts down automatically ↑ Back to top

  • Press the power on button to turn on the reader again. The reader will automatically connect with your smartphone or tablet again.
  • The battery level may be too low. Use the USB cable to recharge it, then retry.
  • Check that the smartphone/tablet is within a few feet of the card reader.

For additional troubleshooting support, refer to the Getting started with In-Person Payments with WooCommerce Payments guide.

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