Credit Card Terminals

The Credit Card Terminals list displays all configured card payment terminals. Terminals are used when recording credit card payments on payment receipts and cash invoices.

Accessing the Page

Navigate to Finance → Banking → CC Terminals in the sidebar, or go to /finance/banking/cc-terminals.

List Columns

Column	Default Visible	Sortable	Description
Terminal Name	Yes	Yes	Display name of the terminal
Provider	Yes	No	Card processor or payment gateway
Terminal ID	Yes	No	Hardware or gateway terminal identifier
Commission %	Yes	No	Processing fee percentage
Active	Yes	Yes	Whether the terminal is available for use
Default	Yes	No	Whether this is the tenant’s default terminal

Filtering

Filter	Type	Description
Search	Free text	Searches by terminal name or terminal ID
Status	Select	All, Active, or Inactive

Sorting

Click any sortable column to sort ascending, then descending. Default sort: Terminal Name ascending.

Pagination

Load More pattern with 20 records per page.

Actions

Page Actions

Action	Description	Permission
New Terminal	Navigate to the Create CC Terminal form	Admin

Row Actions

Action	Description	Permission
View	Navigate to the CC Terminal Detail page	Any
Edit	Navigate to the Edit CC Terminal form	Admin
Delete	Delete the terminal	Admin

Deleting a CC Terminal

1. Click the row actions menu and select Delete
2. A confirmation dialog warns that the action is permanent
3. Click Delete to confirm

A terminal cannot be deleted if it is referenced by existing receipts. Deactivate it instead by editing and unchecking Active.

Common tasks

1. Open CC Terminals from the sidebar.
2. Click New Terminal to add a terminal.
3. Set a terminal as Default if it should pre-fill on new receipts.

Related Pages

• Create CC Terminal — Add a new terminal
• CC Terminal Detail — View a terminal
• Edit CC Terminal — Update a terminal
• Payment Receipts — Receipts that use CC terminals