Overview

This document offers step-by-step instructions for configuration of Heartland Retail’s Android POS to integrate with the new Heartland Reader, both as a customer-facing display (CFD) and as a card processing device

Please note:

This guide pertains only to Android users.
This configuration does not currently support PIN debit transaction processing.

If you have questions regarding information in this document, please contact the Heartland Retail support team by phone at 833-844-4767 (select option 1, then option 2), or by email at hretailsupport@heartland.us.

Prerequisites

Heartland Processing
Heartland Retail for Android version 10
Heartland Reader firmware version 14.03

Customer-Facing Display Setup

To configure your CFD, follow these steps:

Navigate to Settings > Systems > Advanced > System Updates > Check and Update Device.
Select Check and Update Device.
Navigate to Settings > Display > Advanced > Set Per-Display Focus and Multi-Client IME.
Enable Set Per-Display Focus and Multi-Client IME.
The device will automatically reboot itself to implement the settings. Please note that the update and reboot will take a bit of time.

Connect Customer-Facing Display to POS

For greater ease and convenience, your CFD has a built-in Heartland Reader. Using a single USB-C cable, connect the CFD to the port labeled ‘CFD’ on the back of your ELO Android touchscreen display.

Allow Access

In order for the POS to communicate with the CFD, you must allow access to storage, and to the device itself (referred to as ‘Series’).

Once logged in, select ALLOW when prompted to allow device storage access.

Answer OK when prompted to allow access to ‘Series’.

Once these permissions are set, when you launch the POS, it will display the payment driver toast message as pictured here:

You can view and/or revoke these permissions at any time by going into App Info > Permissions > Storage permission.

Gateway Configuration

Configure Payment Gateway

Enable the Heartland Gateway by following these steps:

From the POS, go to Settings > Credit Cards and select Add Gateway.
Select Heartland and select Save.
Enter credentials in the page that displays. The top section is required for all merchants. The bottom section should be completed only by merchants using Secure Submit. Please note that Heartland Retail will process manually entered card transactions using the Secure Submit credentials.
To avoid processing errors, the system will validate entries when you select Save.
You must relaunch the app for the credentials to take effect.Once the gateway is enabled, it will appear on the Credit Cards page

Configure Roles

Manual entry card transactions are available on any workstation configured with a Heartland Reader. So merchants have more control over who can perform these transactions, the manual entry function is linked to a permission that can be enabled for specific roles as desired.

To allow access to manual entry, go to Settings and select Roles.
Choose desired role and, on the Permissions tab, slide the Manual credit card entry toggle to On and select Save.

Users logged in with this role can now process manually entered card payments.

Point of Sale Settings Screen

When using the CFD along with the Heartland reader, the Payment Device dropdown should display your connected reader and the Customer Display Device dropdown should be left blank as shown here:

Card Transactions

Credit Card Transactions

As with other Heartland Retail platforms, when you are ready to initiate a card payment on an existing ticket, select the Tender button and then select Credit Card > Add Payment.

Here, we will explore some common scenarios.

Contactless

Customer taps their card on the Heartland Reader. If it fails to read the card data, it will prompt the customer to try again, either by tapping, inserting, or swiping the card.

EMV

Customer inserts their chip card. If the Heartland Reader cannot read the chip, it will prompt the customer to reinsert the card. After three failed attempts, the Heartland Reader will prompt the customer to swipe the card instead.

Swipe

Customers can swipe their card for payments only after other methods have failed, or if their card does not have chip or contactless features.

Manual Entry

To initiate a manual entry transaction, from the Add Payment window, select Manual Entry from the Payment Mode dropdown list.

The Heartland Reader will prompt the customer to provide their card to the cashier for manual entry. Enter the card information in the fields provided and tap Submit. As you enter the card number, the POS will check the entry and inform you if it is invalid.

Please note: The Address field is not required but, if you enter a value, use only the street address in the Address field (for example, 123 Main St). Do not input city and/or state. If entered, the address is used along with the Address Verification Service (AVS) to protect against fraud.

Gift Card Transactions

The Heartland Reader allows you to perform all essential functions related to gift cards. These include loading value onto a card, checking or adjusting its balance, and redeeming its value. Please note that this functionality is only for Heartland Gift.

Payments

When you are ready to initiate a card payment on an existing ticket, select the Tender button and then select Gift Card > Read from Payment Terminal.

After the customer swipes the card, the gift card data (along with its balance) will display on the POS. Enter the desired payment amount and tap Add Payment.

Please note that Heartland Retail does not support gift card payments in excess of the balance due.

Lookups & Adjustments

To perform a simple lookup, or to adjust a gift card’s balance, select Point of Sale and then select the Gift Card button near the top right.

After the Gift Card pop-up displays, you can either enter the gift card number manually in the provided field, or select Read from Payment Terminal.

Once the POS receives the gift card data, the gift card balance will display in a new pop-up.

This pop-up allows you to add funds, and to view the gift card history.

The CFD Interface

Sale Transaction

Once you have configured your CFD, you’re ready to ring sales.

Add an item to your ticket via the POS and note its addition to the CFD. For each item added, the CFD will display the tax total and, depending on configuration, any discount lines.
Throughout the transaction, the CFD will display additional items as you enter them in the POS, and will display a running total in the Totals section in the lower right corner of the screen. This area will include Subtotal, Taxes, Total, Discounts and Due.Once you have added all desired items, the CFD will display the ticket total screen. This screen includes a View Summary option that is collapsed by default.

If the customer expands it, it will display the itemized receipt.

Once you have added all desired items, you can start applying payments. The CFD will group payments by payment method, such as Cash, Check, and Custom Payment, with a total for each, and will show either the Total Due or Remaining Due.
If you select credit card as a payment method, the CFD displays a prompt for the customer to insert, tap, or swipe their card.
The CFD will display status indicators, including warnings and errors, when processing card payments.
If you have Signature Capture enabled, upon applying a successful credit card payment, the CFD will display a signature prompt for customers.
If you select gift card as a payment method, the CFD displays a prompt for the customer to swipe their gift card. In this example, the cashier specified a gift card payment of $336.
Please note: Heartland Retail does not allow you to apply gift card payments in excess of the total due.

If you apply a payment amount in excess of what is due, the CFD will display a Change line in the Totals box indicating the amount due to the customer.
Upon completion of a transaction, the CFD will prompt the customer to select their preferred receipt delivery. The options displayed will vary since they are based on each location’s configuration.

Following your selection, the CFD will display a prompt to enter appropriate contact information (mobile number for Text and email address for Email).

For merchants offering text and email receipt options, we recommend the option to Automatically Print Receipts in the Point of Sale Settings screen so that receipts print only when the customer selects the Print button.

Finally, the CFD will display a thank you message along with the company name. It will also display the company logo for merchants who have uploaded their logo in Settings > Company.

Return Transaction

When processing a return, the CFD will display items as they added to the return. As with sales, it will display the total screen along with the View Summary option at the bottom.

Upon completion of a transaction, the CFD will prompt the customer to select their preferred receipt delivery. The options displayed will vary since they are based on each location’s configuration.