Note: If you have vouchers enabled in your configuration, please make sure your Virtual Terminal ID is allow-listed with the respective voucher companies before activating that TID. See CTAP Guide for Vouchers

Step 1: Navigate to Terminal List

1. Go to the Terminal List section in TMS.
2. Click the Activate Terminal button located in the top-right corner of the screen.

Step 2: Select Merchant

1. Search for the merchant you want to activate a terminal for.
   • You can search by Merchant Name or Merchant ID.
2. Once you have located the correct merchant, click Next to proceed.

Step 3: Choose Terminal ID

1. A list of available Terminal IDs (TIDs) will appear.
   Each configuration card includes:
   • In-Store Configuration Name
   • Terminal Model
   • Payment Methods linked to the configuration
   • A list of available Terminal IDs for that configuration
2. Select the desired TID by clicking Connect Now.

Step 4: Enter Terminal Details

Provide the following information:

• Serial Number: Enter the serial number of the physical terminal you want to connect, usually located at the back of the terminal.
• POS Name: Assign an identifiable name for the POS (e.g., POS 1).
• Description (Optional): Add additional details such as internal identity numbers.
• Deployment Tag:Select based on terminal usage.
  • The terminal with the highest expected traffic should be tagged as POS 1, the next as POS 2, and so on.
  • If the terminal is part of a pilot group for updates, select the appropriate Pilot Tag.

Step 5: Confirm Connection

1. Review all entered information.
2. Click Connect Terminal to complete the activation process.

Next Steps

After successful activation, you can:

• Click Activate New to activate another TID for the same merchant, or
• Return to the Terminal List.