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iTerminal How-to Videos

Have a quick question about iTerminal®? Check out our short how-to videos and get the answers you need right away. Expand the sections below for videos and help.

MagTek Dynamg Card Reader

For detailed instructions and images, please review the iTerminal User Guide.

MagTek® Card Reader:

  • Connect the USB cable to an available USB port on your computer.
  • Within a few moments, a green light should appear on the card reader to indicate the device is properly recognized.

NBS® 7100 PIN Pad:

NBS 7100 PIN Pad
  • Connect the USB cable and plug into an available USB port on your computer.
  • Within a few moments, the PIN pad screen will light up and display either "Welcome" or "Left Arrow".
  • Install the USB PIN pad software driver. The driver sets up a virtual COM port for iTerminal to communicate with the device, which can be verified in your computer's Device Manager.
  • The PIN pad must be configured and tested within iTerminal. For step-by-step instructions or troubleshooting, please review the iTerminal User Guide (PDF).



Epson® TM-T20II Thermal Receipt Printer:

Epson T20 Printer
  • Connect the USB cable to the printer and to an available USB port on the computer.
  • Connect the power cable to the printer and then plug into an outlet.
  • Install a roll of 3-inch (80mm) thermal paper.
  • Install the software driver using the disc accompanying the printer or download it.
  • You should configure and test your printer using your web browser's Print dialog box.
  • Ensure the Epson is established as the default printer for your browser.
  • Set the paper size to Roll Paper 80x297mm.
  • Set the paper source to Page[Feed,Cut].
  • Set all margins as close to zero as possible; remove any unnecessary header and footer elements.
  • Enable the Shrink to Fit feature.
  • Add a logo image to the receipts (optional). For step-by-step instructions or troubleshooting, please review the iTerminal User Guide (PDF).

Note: Contact your account executive or a sales representative to request an additional Terminal ID if needed.

  • On the Login page, click the small Need Assistance Logging In link below the Login button.
  • On the Need Assistance page, click the Reset Your Password link in the Forgotten Password section.
  • Enter your user name and email address.
  • Click the Submit button.

Note: A temporary, single-use password will be sent to the registered email address for the user account. You'll need to establish a new password the next time you log in.

  • On the New Order or Gift Card menu, select the appropriate transaction type.
  • Swipe the card if you are using a card reader (credit or gift card only).
  • Click Prompt for Swipe if you're using a PIN pad (credit, debit or gift card only).
  • Click Manually Enter the Card to key in the card information (credit or gift card only).
  • Select the appropriate transaction type.
  • Enter the transaction information.
  • Click Submit.

Note: To enter purchasing or commercial card information, click the PURCHASING CARD DATA tab (credit sale and refund only).

A settlement operation is used to close out the current batch of transactions and open a new batch.

  • On the Open Batch menu, click Credit Card.
  • On the Open Batch page, enter in your search criteria and click the Search button. (Open batch data is available for up to four months.)
  • On the search results page, click the Settle button to close this batch and open a new batch for logging and accumulating transactions. (All affected sales and refunds will display in summary.)
  • Click Proceed With Settlement to complete the activity.

Note: Debit and gift card transactions cannot be manually settled and will be automatically settled at 5 a.m. EST.

The iTerminal professional payments solution offers several reports that help you view details and summaries for your transactions. Generating a report is a two-step process: first, you create either an open batch or historical report, then you go to the Reporting Section to "pick up" the reports you've created each day. You can access more of your payment processing data in our proprietary online reporting solutions.

To view detail in an open batch:

  • On the Open Batch menu, select the card type. (Open batch data is available for up to four months.)
  • Enter or select the criteria for your report
  • From the Query Type dropdown at the bottom of the page,
  • Select Generate Detail File to get a spreadsheet for Microsoft® Excel®, Generate Detail Report to get a PDF, or Summary Query to generate a card type summary.
  • Click the Search button; "Report request was successful" will display on your page in green.
  • Click the Reporting menu item to view reports that you have created.
  • Select the report and click the Retrieve Report button to begin the process of opening or saving the report document.

Note: You may need to disable any pop-up blocking features to continue, and you may have to wait for your report to finish processing and be complete before you can retrieve it.

To view detail for a closed batch (already settled):

  • On the History menu, select the card type.
  • Follow the above steps to generate and retrieve the report.

Note: Historical credit card batch data is available for up to six months.

Compared to processing a refund, a void allows you to cancel a transaction in your current (open) batch, which lets your customer retain their funds and can save you on transaction fees.

To void a transaction, you need to search for the specific transaction in your open batch.

  • On the main navigation menu, select the Open Batch menu and click the type of payment method used in the transaction.
  • Enter search criteria.
  • Click the Search button.
  • On the Open Batch - Detailed Transactions page that displays, select the radio button for the specific transaction.
  • Click the Void button.

  • To request the setup of additional users, please call iTerminal Support at 1.800.503.1132.
  • To ensure the security of your sensitive data, account verification and contact authentication will be required.

  • Your merchant number (Merchant ID) is located across the top-middle of the iTerminal screen above any transaction information.
  • Print a batch report, which will have your merchant number on it.
  • Your merchant number is located on the front of your merchant statement, which is always available in your online reporting application, Resource Online.

Merchant Number


If you need further assistance and would like help from a member of our iTerminal Support group, contact or call 1.800.503.1132.

If you have a question about fees or need general support for your existing processing account, you can call Chase Paymentech Merchant Services at 1.888.886.8869.

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