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Create CC Terminal

Create a new credit card terminal record to use on payment receipts and cash invoices when the customer pays by card.

Create CC Terminal form showing terminal name, provider, terminal ID, commission percent, active status, and default flag fields

From the CC Terminals list, click New Terminal, or navigate to /finance/banking/cc-terminals/new.

FieldRequiredTypeDescriptionDefaultValidation
Terminal NameYesTextDisplay name for the terminalRequired
ProviderNoTextCard processor or payment gateway name (e.g., Stripe, Square)
Terminal IDNoTextHardware terminal serial number or gateway terminal ID
Commission %NoNumberProcessing fee percentage charged per transaction00–100, two decimal places
ActiveNoCheckboxWhether the terminal is available for useChecked
DefaultNoCheckboxMark as the tenant’s default CC terminalUnchecked
RemarksNoTextareaInternal notes about the terminal
RuleBehavior
Terminal Name requiredCannot submit without a terminal name
Commission % rangeMust be between 0 and 100

After successful creation you are redirected to the CC Terminal Detail page.

  1. Open CC Terminals from the sidebar and click New Terminal.
  2. Enter the terminal name, provider, and terminal ID.
  3. Optionally set a commission percentage and check Default if appropriate.
  4. Click Save to create the terminal.
  • Creating CC terminals requires Admin-level permission.
  • Only one terminal can be the default at a time. Setting a new default clears the previous one.