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DashboardTerminals

Terminals

A terminal is one of the small handheld card machines (Zavo Pro and Zavo Mini) your team uses to take card payments at the table or at the counter. The Terminals page is where you pair them with your venue, decide how tipping works, choose which receipts get printed, lock down sensitive actions with PIN codes, and put your own logo on the terminal screen.

You’ll find it in the left sidebar under Terminals.

ℹ️ Terminals vs. Devices vs. Printing & Receipts

Three nearby pages do related but different jobs:

  • Devices — your iPads (POS, KDS, handheld) — not card terminals
  • Terminals — the Zavo Pro and Zavo Mini card machines themselves (this page)
  • Printing & Receipts — the paper receipts your kitchen and bill printers produce, and the receipt template

This page only manages payment terminals.


The Terminals page at a glance

Across the top, you’ll see the page title Terminals with the subtitle “Manage your POS terminals and settings”, and the + Add POS Terminal button on the right.

Terminals
Manage your POS terminals and settings
Add POS Terminal
Overview
Tipping Settings
Receipt Settings
Terminal PIN Codes
Device Background
Receipt Text

Underneath sits a row of tabs that splits the page into six sections:

TabWhat it’s for
OverviewThe list of every paired terminal across all your venues, with options to rename, move, revoke, or replace the registration code.
Tipping SettingsTurn the tipping prompt on or off, and decide whether guests type their own tip or pick from preset buttons.
Receipt SettingsPick which payment outcomes (approved, declined, cancelled) print a customer slip or a merchant slip from the terminal.
Terminal PIN CodesSet the manager PINs that unlock the transactions menu, admin & settings, and refunds on every terminal.
Device BackgroundUpload your logo and pick a background colour for the terminal’s idle screen — separate artwork for Zavo Pro and Zavo Mini.
Receipt TextCustomise the short thank-you lines printed at the bottom of every terminal receipt.

Most settings (everything except the device list itself) apply to all terminals at the location you’re currently viewing — they’re not configured per terminal.

ℹ️ Settings take a few hours to land on the terminals

After you save any change in Tipping, Receipt Settings, PIN Codes, Device Background, or Receipt Text, a confirmation popup tells you the change will roll out to your terminals within 2–3 hours. To apply the change immediately, hold the power button on the terminal for 5 seconds to restart it.

Settings Saved
Your changes have been saved successfully. Changes will take effect on all terminals within 2-3 hours.
Want instant updates?
Restart your terminals by holding down the power button for 5 seconds to apply changes immediately.
Got it

Overview — your list of terminals

Open the Overview tab to see every terminal that has been registered for your venues.

To the right of the section heading sits a Refresh button — tap it any time you want to pull the latest status (helpful right after pairing a new terminal).

All devices
View and manage every registered POS terminal from one place.
Refresh
Device
Registration Code
Location
Status
Bar 1
P2 8340221
H4K9MX
Soho
Active
Front Counter
P2 8340198
R2QN7P
Soho
Active
Patio Handheld
XKV83M
Soho
Pending
Server Station
P2 8340115
TCQ4LA
Shoreditch
Revoked

The empty state

Before you’ve added any terminals, the page shows a centred card with a phone icon and the message “No devices registered — Add a POS terminal to get started”, with an + Add POS Terminal button.

No devices registered
Add a POS terminal to get started
Add POS Terminal

The columns

ColumnWhat it shows
DeviceThe phone icon and the name you gave the terminal (e.g. Bar 1, Front Counter). A serial number may appear underneath in small grey text once the terminal reports it back — freshly-paired or still-pending terminals will show nothing in that slot until they check in. Tap the column header to sort A→Z or Z→A.
Registration CodeThe short code that was used to pair the terminal. Shown in a code-style box.
LocationThe venue this terminal belongs to, with a pin icon. Sortable.
StatusA coloured badge — Active (green), Pending (yellow), or Revoked (red). Sortable.
⋯ menuThe actions menu — what’s inside changes with the terminal’s status (see below).

What the statuses mean

ActivePendingRevoked
  • Active — the terminal has been paired and is ready to take payments.
  • Pending — you’ve created a registration code but it hasn’t been entered on a terminal yet. The terminal is waiting to be paired.
  • Revoked — the terminal’s access has been turned off. It can’t take payments until you reactivate it or generate a new registration code.

Adding a new terminal

Pairing a brand-new Zavo Pro or Zavo Mini takes two steps: generate a code on the Dashboard, then enter that code on the terminal.

Add POS Terminal
Create a registration code for a new POS terminal
Device Name
Bar 1
Location
Soho
Generate Code
Registration Code Generated
Use this code on the POS tablet to connect the device.
H4K9MX
I've Saved the Code
This code will only be shown once. Enter it on the POS tablet or copy it now.

Tap “+ Add POS Terminal”

Use the blue button in the top-right of the Terminals page (or the one on the empty-state card if you haven’t added any terminals yet). A small dialog opens titled “Add POS Terminal — Create a registration code for a new POS terminal.”

Give the terminal a name

Type a clear, human name in Device Name — e.g. Bar 1, Front Counter, Server Station, Patio Handheld. This is what you’ll see on the Overview list and what appears on receipts and reports, so make it something staff will recognise at a glance.

Pick the location

Open the Location dropdown and pick which venue the terminal belongs to. Every terminal lives at exactly one location.

Tap “Generate Code”

A confirmation popup slides in showing a large six-character Registration Code with a tick icon, the message “Use this code on the POS tablet to connect the device.”, and a Copy button next to the code.

A grey strip underneath warns: “This code will only be shown once. Enter it on the POS tablet or copy it now.”

Enter the code on the terminal

Pick up the new Zavo Pro or Zavo Mini and follow the on-screen prompt to enter the registration code you just generated. Once it’s in, the terminal pairs itself with your venue.

Tap “I've Saved the Code”

Back on the Dashboard, close the popup. The new terminal appears in the Overview list with status Pending until it’s been paired, and Active once the terminal connects.

⚠️ The code is only shown once

Save or copy the registration code straight away. If you close the popup before pairing the terminal, you’ll need to use Regenerate Code (see below) to produce a new one — the original is gone.

💡 Lost the code? No problem

If you didn’t save the code in time, tap the menu next to that terminal and choose Regenerate Code — the popup with a fresh code will appear again.


Managing an existing terminal

Tap the button at the end of any terminal’s row to open its actions menu. The options change depending on the terminal’s status:

Rename Device
Reassign Location
Regenerate Code
Revoke Access
ActionActivePendingRevoked
Rename Device
Reassign Location
Regenerate Code
Reactivate
Revoke Access (red)
Delete Registration (red)

Rename Device

Rename Device
Device Name
Bar 1 — Patio
Save

A small dialog opens with the current name pre-filled. Type the new name and tap Save. The change shows up immediately in the Overview list and will appear on receipts and reports going forward.

Use this when you reorganise the venue and a terminal moves from, say, the front counter to the patio.

Reassign Location

Reassign Device Location
Bar 1
Currently at: Soho
New Location
Shoreditch
Reassign

Useful if you have more than one venue and you’ve moved a physical terminal from one to the other.

A dialog opens showing the terminal’s current location, with a New Location dropdown underneath. Pick the new venue and tap Reassign. Sales taken on the terminal from now on will report against the new venue.

Regenerate Code

Generates a fresh registration code for the terminal — the same popup you saw when first pairing it appears again with the new code.

Use this when:

  • You forgot to save the original code before closing the popup.
  • The terminal was revoked and you want to bring it back into use.
  • You’re moving the terminal to a new physical device and need to re-pair it.

Reactivate (revoked terminals only)

Brings a previously revoked terminal back online so it can take payments again. The terminal still needs the latest registration code, so generally you’ll Reactivate and Regenerate Code when reviving a revoked terminal.

Revoke Access (active terminals only)

Revoke Device Access
Are you sure you want to revoke access for Bar 1? The tablet will be immediately signed out and will need to be re-registered to use again.
CancelRevoke Access

A red confirmation dialog asks “Are you sure you want to revoke access for [terminal name]? The tablet will be immediately signed out and will need to be re-registered to use again.”

Use this when:

  • A terminal has been lost, stolen, or returned by a contractor.
  • You’re decommissioning a terminal and want to make sure no one can use it.

The terminal disconnects within seconds and shows up as Revoked on the Overview list.

⚠️ Revoking is fast and visible

The terminal is signed out the moment you confirm. Whoever’s holding it will see it stop working straight away. Plan around this if a transaction is in progress.

Delete Registration (pending terminals only)

Delete Registration
Are you sure you want to delete the registration for Patio Handheld? The registration code will no longer work.
CancelDelete

For terminals that were never actually paired. A red dialog asks “Are you sure you want to delete the registration for [terminal name]? The registration code will no longer work.”

Useful if you generated a code by accident, or if you’ve decided not to deploy the terminal after all. The row disappears from the Overview list and the code stops working.


Tipping Settings — how guests leave a tip

Open the Tipping Settings tab to control the tip prompt that appears on every terminal at this venue, just before the card is processed.

A blue info strip reminds you: “Tipping appears directly on the payment terminal before the card is processed.”

Tip settings
Configure how gratuity is shown during checkout on every terminal.
Enable tipping
Show a gratuity step before payment is completed.
Tipping appears directly on the payment terminal before the card is processed.

Enable tipping

A single toggle. On shows the tip prompt at the terminal, Off skips it entirely. If your venue doesn’t take tips at the terminal, leave it off and you’re done.

Tip type

Once tipping is on, you can choose how guests pick a tip:

  • Use fixed tip options — Off (default) — guests are shown a keypad and type their own tip amount.
  • Use fixed tip options — On — guests see three quick-select preset buttons and tap one. A separate toggle, Use percentage presets, controls whether the buttons show as fixed currency amounts (e.g. £2.00) or as percentages of the bill (e.g. 10%).

When fixed presets are on, three rows appear underneath where you set Tip option 1, 2, and 3. The input shows a £ prefix when amounts are selected, or a % prefix when percentages are selected.

The Summary sidebar

The right-hand Summary card gives you a quick read of the current settings:

  • StatusOn or Off, with “Custom tipping” or “Fixed tip options” underneath.
  • Preset styleAmount, Percentage, or Guest entered.
  • Configured options — e.g. 3 / 3 if all three preset buttons have a value.

Tap Save tip settings at the bottom to commit. A confirmation popup confirms the change and reminds you it can take 2–3 hours to land on every terminal (or restart the terminal for an instant update).

💡 Three preset buttons is the sweet spot

Most venues use percentage presets like 10% / 12.5% / 15%. If your average ticket is small (e.g. coffee shop), fixed amounts like £1 / £2 / £3 can work better.


Receipt Settings — when to print at the terminal

The Receipt Settings tab controls when the terminal itself prints a slip after a card payment. There are two groups of toggles, one for the customer’s slip and one for the merchant copy.

ℹ️ Two different things, both called “receipts”

Settings on this tab only control the terminal’s own little slips — the short summary that prints from the card machine after a payment. The full itemised bill receipt (the long one with every item, tax breakdown, your logo, etc.) is configured under Printing & Receipts.

Customer receipts

Three toggles for the slip handed to the guest:

  • Print when payment is approved — give the guest a paper receipt as soon as the card is approved.
  • Print when payment is declined — print a declined slip so the guest can retry or use another card.
  • Print when payment is cancelled — print a cancellation slip when a transaction is interrupted or cancelled.

Merchant receipts

Three toggles for the copy you keep for your own reconciliation:

  • Print when payment is approved — keep a merchant copy for successful card payments.
  • Print when payment fails — retain a merchant slip whenever the terminal can’t complete the transaction.
  • Print when payment is cancelled — keep a merchant record for cancelled terminal transactions.

The Summary sidebar

Shows how many of the three customer events and how many of the three merchant events are switched on, plus a reminder that “Receipt templates still live in Receipts.”

Tap Save receipt settings when you’re done.

💡 A reasonable starting point

Most venues turn on all three customer receipts (so guests always get a slip), and only the merchant slip for failures and cancellations (since approved card payments are already in your reports).


Terminal PIN Codes — locking down sensitive actions

The Terminal PIN Codes tab lets you set short numeric codes that protect sensitive areas of the terminal. Anyone who needs to use these areas has to type the matching PIN on the terminal first.

There are three PINs to set:

PINProtects
TransactionsThe transactions menu on the terminal — the list of recent payments, voids, and reprints.
Admin & SettingsThe terminal’s admin controls and settings screens.
RefundsStarting a refund directly on the terminal.

Each one has a small input on the right where you type the digits.

A yellow warning strip at the bottom reminds you: “Keep these manager-only. Anyone with the PINs can unlock protected terminal actions.”

The Summary sidebar

  • Protected actions — e.g. 3 / 3 if all three PINs are set.
  • Shortest PIN length — shows how many digits the shortest PIN has, so you can sanity-check that none are accidentally too short.

Tap Save PIN codes to commit.

⚠️ Treat these like keys to the till

Anyone with these PINs can refund payments and change terminal settings. Share them only with managers, and rotate them whenever a manager leaves the team.

💡 Use different PINs for each action

Setting all three to the same code defeats the point. A common pattern is one PIN for the Transactions menu (more staff need this), and stricter, less-shared PINs for Admin & Settings and Refunds.


Device Background — branding the terminal screen

The Device Background tab lets you upload your logo and pick a background colour, so the terminal’s idle screen matches your venue’s branding.

The page is divided into a big device previews area on the left and a Summary sidebar on the right.

Two device sizes

There are two Zavo terminal models, and each has its own logo because they use different screen shapes:

  • Zavo Pro — the larger, taller terminal (720 × 1280).
  • Zavo Mini — the smaller terminal (480 × 800).

Use the Device type dropdown above the upload area to switch between them. The preview on the left always shows both side by side so you can see how the artwork looks on each.

Pick the device size

Use the Device type dropdown to choose Zavo Pro or Zavo Mini. Each device gets its own logo upload.

Upload your artwork

Tap the dashed Upload logo for [device] box (or Change logo if you’ve uploaded one before). Pick a file from your computer. The file must be under 1 MB and in bmp, jpg, png, or gif format. Transparent png files generally look the best.

Adjust the size

Once a logo is uploaded, a Logo size slider appears (10% to 100%). Drag to make the logo bigger or smaller. The preview updates live.

Drag the logo into position

Click and drag the logo on the live preview to reposition it on the screen. A blue snap line appears when you’re close to the centre, so you can quickly line it up dead-centre on either axis.

Repeat for the other device size

Switch the Device type dropdown to the other model and upload its logo separately. Most venues use the same logo file for both, just resized to suit each screen.

Pick a background colour

Use the colour panel underneath the upload box. Click anywhere in the big square to pick a saturation/lightness, and drag the rainbow slider underneath to choose the hue. The selected colour shows in a small swatch and as a hex code (e.g. #2B3340) underneath.

The background colour is shared across both device sizes — there’s only one for the whole venue.

Save background assets

Tap Save background assets in the Summary sidebar. The new background appears on every terminal at this venue within 2–3 hours.

The Summary sidebar

  • Current device — which model (Zavo Pro or Zavo Mini) you’re editing, and how many of the two logos you’ve uploaded so far (e.g. 1 of 2 logos uploaded).
  • Selected color — the hex code of your background colour.
  • Artwork guidance“Transparent logos work best — keep each uploaded file under 1MB.”
  • Rollout timing“2–3 hours — Background updates usually appear on devices within a few hours.”

If you want to clear an uploaded logo, switch to the relevant Device type and tap Remove (red) under the logo preview. The terminal will fall back to a plain background of just the colour.

💡 Match your printed receipts

Pair the terminal background with the same logo you use on your printed receipt template (set under Printing & Receipts) for a more consistent guest experience.


Receipt Text — your thank-you message

The Receipt Text tab lets you customise the short footer message that prints at the bottom of every terminal receipt.

There are two lines you can edit:

  • Receipt title — the larger first line, shown after the payment summary. Default: “Thank you for your visit!”
  • Line 2 — an optional second line for a sign-off or short customer message. Default: “We appreciate your business”

A live Preview card underneath shows exactly how the two lines will look on the printed slip. A blue info strip reminds you to “Keep the message short so it prints cleanly across different paper widths and terminal models.”

The Summary sidebar

  • Receipt title — shows whether the line is Customized or Using default text.
  • Second line — same.

Tap Save receipt text when you’re happy.

💡 Two short, friendly lines work best

Long messages can wrap awkwardly on the narrow terminal paper. Aim for under 30 characters per line. Try a venue-specific touch like “Tag us @yourvenue” or “See you again soon!”


Multi-location notes

Most settings on the Terminals page are configured per location — the location selector at the top-left of the dashboard determines which venue’s settings you’re editing.

That means Tipping, Receipt Settings, PIN Codes, Device Background, and Receipt Text can all be different from venue to venue. Useful when one branch has a different tipping culture or a different look-and-feel.

The Overview list, on the other hand, shows terminals from every venue you have access to — so you can see your whole estate of card machines in one place.


Quick recap — the moves you’ll do most

  • Pair a new terminal+ Add POS Terminal → name it, pick a location → Generate Code → enter the code on the terminal
  • Move a terminal to another venueReassign Location → pick the new venue → Reassign
  • Replace a lost codeRegenerate Code → save the new code → enter it on the terminal
  • Take a stolen terminal offlineRevoke Access → confirm
  • Bring a revoked terminal backReactivate, then Regenerate Code to re-pair it
  • Switch tipping on with three preset buttonsTipping Settings → Enable tipping → Use fixed tip options → set your three amounts → Save
  • Stop printing the merchant copy on every approved cardReceipt Settings → switch off “Print when payment is approved” under Merchant receiptsSave
  • Change the Refunds PINTerminal PIN Codes → type the new code in RefundsSave
  • Put your logo on the terminal screenDevice Background → upload a logo for each device size → pick a background colour → Save
  • Apply a setting change immediately → restart the terminal by holding the power button for 5 seconds

Next steps

  • Devices — register the iPads that run the POS, KDS, and handheld apps
  • Printing & Receipts — design the full bill receipt template that prints from your bill printer
  • Payments — browse every transaction that came through your terminals
  • Permissions — control which staff can take refunds, apply discounts, and access protected actions