Overview
This article describes how to configure a Heartland Retail location to use the Heartland Pay App (HPA) for card payment processing. The HPA allows merchants greater flexibility in credit card device options to meet their ever-evolving needs. At this time, HPA supports processing on the following payment terminals:
- Verifone T650C
- Verifone T650P
The Heartland Pay App is currently available for Web, iOS, and Android versions of Heartland Retail.
If you have questions regarding the processes described 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
- Merchants must be running Heartland Retail version 2024.01.170 or later.
- Check the Heartland Pay App feature flag in Landlord.
- POS and payment device must share the same Wi-Fi network.
- Payment device must be running 02.16.00.D
Verifone Configuration
View Communication and Connection Detail
- Select the Verifone home icon
on the device and it will display the screen pictured here. - Tap the ^ icon centered near the bottom of the screen. This icon is very faint so we have encircled it here for clarity.
- On the screen that displays, select Settings > Network & Internet > Wi-Fi.
- Select the desired Wi-Fi network and enter credentials to connect. Please ensure that both the POS and device are on the same Wi-Fi network.
- Once connected, you can view the IP address your Wi-Fi network has assigned to your device. Make a note of this so you can easily identify your device when connecting it to Retail POS in POS Settings.
Enhance Device Usage & Experience Detail
- To adjust your device’s sleep mode: Go to Settings > Display > Advanced.
- Select your desired timeout value from the available options. These range from 15 seconds to 24 hours. While there is no option to turn off sleep mode, you can select a longer timeout value to minimize sleep mode.
- Clear all running apps: Select
to clear all, and then reboot.
POS Configuration
Enable the HPA Gateway by following these steps:
- From the POS, go to Settings > Credit Cards and select a location.
- Select Credit Cards and then select +Add Gateway.
- Select ‘HPA Heartland Pay App’.
- On the modal that displays, select Enable to add the gateway.
- Once the gateway is enabled, the system will display a green toast message to that effect and the ‘HPA Heartland Pay App’ will then appear on the Credit Cards page as pictured here:
- To add your device, log into the POS and select a station. Select the hamburger menu button, and then go to POS Settings. Select Reload All Devices and then select your payment device from the dropdown.
In the image above, the Heartland Pay App is selected for both the Payment Device and the Customer Display Device fields. We recommend following this example in order to take full advantage of Verifone features such as line item display.
With the HPA Gateway enabled, merchants can process the following transaction types:
- Credit Sale
- Debit Sale
- Credit Return
- Manual Entry Sale
- Swiped MSR Debit Sale
- EMV PIN Debit Sale
- NFC/Contactless
- Host Batch Close
- Heartland Gift Card
- Line-Item Display
- PIN Debit
- Digital Signature Capture
Payment Reconciliation
To ensure smooth operations and accurate payment processing, Heartland Retail offers robust built-in reconciliation capabilities for card transactions. This includes automatic reconciliation for all payments processed via Heartland, as well as manual reconciliation functionality.
For more information about payment reconciliation, please refer to the Reconciliation Enhancements section of our Payment Application Guide.