Table Of Contents
- Overview
- Getting Started
- Pairing Upon Login
- Pairing/Re-Pairing from Tools and About
- Updating the Firmware and Resetting the Reader
- Troubleshooting Tips:
- Diagnostic process
- LED Power Indicator
- LED Connectivity Status
- Card Reader Hard Reset
- Card Reader Warranty
Overview
This document covers the initial process of pairing Stripe M2 card readers with an iPad or iPhone for use with OrderPort One,and OrderPort Six. It also includes troubleshooting steps if you have Bluetooth connection issues or trouble with reading credit cards.
Note that these readers will allow touchless payments through Near Field Communication (NFC). This includes credit cards with the touchless symbol or ApplePay/GooglePay on a cell phone. The readers also support EMV chip cards. Swiping cards is no longer a valid method, so the card swiper will not function. For these readers, your payment processor will be OrderPort Payments powered by Stripe.
Getting Started
Remove the reader from the box and immediately place it on a charger using the USB-C power cord. (The cord is only used for charging. You will normally only need to charge overnight for a full day’s use. It needs to be charged for a couple of hours as it needs to have at least 50% power when it is first paired. This is very important.)
Before you can pair your card reader with your reader, you must first register the card reader’s serial number in OrderPort Admin. This can only be done in OrderPort Admin, not at the point of sale.
1. Look on the back of your card reader to find the serial number. It will be in very small print. It will start with STRM.
2. In OrderPort Admin, go to the Point of Sale module and click over to the Bluetooth Devices tab.
3. Click Add Device.
4. Fill out all required fields, including Serial Number, Name & Model Number, and Status. Leave the status as Available.
5. Filling out the Pairing Device (iPad/iPhone) is optional but recommended. Having the name of the Pairing Device recorded will help you in the future in case you need to troubleshoot issues. For Pairing Device, simply type something like “Tasting Room iPad 1” or “Sally’s iPhone.” Note that readers are used 1:1 with a single iPad or iPhone.
6. Save & Close. Now you are ready to pair the card reader to your iPad/iPhone.
Pairing Upon Login
Once you have registered your card reader’s serial number in OrderPort Admin, you can pair it with your iPad or iPhone. Each card reader can only be paired to one iPad/iPhone at a time.
1. Make sure the reader is turned on by pressing the power button quickly. You should hear a few beeps and the green lights will flash on front of the reader.
2. Open the OrderPort point of sale app and log in.
3. As you log in, you will see a prompt: “Do you have a Bluetooth credit card reader?” Answer Yes.
4. Next, you’ll see another question: “Do you want to setup your Bluetooth reader now? Answer Yes. If you answer No, you will be able to pair the card reader later as described below.
5. The app will now scan for nearby card readers. If the app doesn’t find your card reader on the first attempt, it’s likely because it wasn’t turned on. Turn your card reader on and touch the refresh/scan button again. If it is still unable to find your card reader after a few attempts, skip down to the Troubleshooting steps below.
6. You should now see the serial number of your card reader appear in the list of available card readers. Select it and press Save.
7. The reader might initiate an update. You will see and orange bar pop up at the top of the screen that says Initiallising and a percentage. Do not leave this page while the reader is updating or you may have to start over. As soon as the reader is done updating the edit button will turn green.
Pairing/Re-Pairing from Tools and About
Once you have registered your card reader’s serial number in OrderPort Admin, you can pair it with your iPad or iPhone. Each card reader can only be paired to one iPad/iPhone at a time.
1. Make sure the reader is turned on by pressing the power button quickly. You should see the green lights turn on for a second. The reader is ready to be paired.
2. Open the OrderPort point of sale app and log in.
3. Navigate to the Tools and then About Page.
4. Select the edit button on the left-hand side screen. If there is no reader paired it will say no reader. If a reader was previously paired it will display as red.
5. The app will now scan for nearby card readers. If the app doesn’t find your card reader on the first attempt, it’s likely because it wasn’t turned on. Turn your card reader on and touch the refresh/scan button again. If it is still unable to find your card reader after a few attempts, skip down to the Troubleshooting steps below.
6. You should now see the serial number of your card reader appear in the list of available card readers. Select it and press Save.
Updating the Firmware and Resetting the Reader
The first time you pair the reader, the firmware will need to automatically update itself. This takes approximately 5 to 10 minutes to complete. It is very important that you let it run until it is complete and not attempt to change anything on the iPad or the reader until sufficient time has passed for it to complete. The image below provides instructions on what to expect during the firmware update.
Troubleshooting Tips:
- Make sure the serial number on your card reader matches what you inputted in Admin > Point Of Sale > Bluetooth Devices.
- Make sure the Status of the card reader is set to “Available” in the Admin > Point of Sale > Bluetooth Devices.
- Make sure the card reader is turned on.
- Make sure when pairing the reader is unplugged while pairing.
- If the card reader needs to initialize, the reader must have at least 50% power.
- Check for Mispairing
- Your card reader must be paired in the OrderPort app. Pairing it from your device’s Bluetooth settings will pair it with Apple, not OrderPort. This can result in multiple readers being paired with a device, or a single reader paired twice. You will not be able to process a transaction. See the image bellow. To check if your reader is paired correctly, open your Bluetooth settings. If the “i” symbol appears next to the Connected status, your reader is not properly paired. Tap the “i” and select Forget Device. Return to OrderPort to pair your reader with the previous steps. If the “i” is not showing, the reader is paired correctly.
- Make sure to allow the app to access your iPad Bluetooth settings.
- To enable go to your Settings App
- On the left-hand side scroll down until you see OrderPort
- Tap on OrderPort and enable Bluetooth.
Diagnostic process
If you have any difficulties using your card reader with your iPad/iPhone, please run through the following troubleshooting steps.
1. Turn the reader off by holding the power button down for 10 seconds. Click the power button again and you will hear it beep a few times and the green lights on the reader will flash.
2. Check to see if it is paired to the iPad by going to Tools/About.
3. If none of the above actions are successful, then it is best to perform a hard reset according to the instructions below, and then pair it according to the instructions above.
LED Power Indicator
When the M2 reader is on, you can click the power button once to check the battery level.
LED Connectivity Status
When you pair the M@ reader you can check the status based on the reader light.
Card Reader Hard Reset
The Contactless reader will need to be reset if it will not pair or if it pairs and cannot process a transaction. Below is the procedure for resetting the reader.
1. Go to Tools/About and if the reader serial number shows in the card reader section, touch Edit and Unpair.
2. With the reader turned on insert a paper clip into the reset opening and press and hold for 15 seconds. The reset opening is a pinhole located next to the power port.
3. Release the paper clip from the reset opening. The reader will be on with a solid blue light.
4. While still viewing the Tools/About screen touch Edit in the card reader section and the App will attempt to pair.
5. If the reader pairs it will show the firmware version.
6. If the reader does not pair the firmware may need to be updated. This is an automatic process that can take at least five minutes. While the firmware updates the reader will blink and flash until the process is completed. The reader section will turn green and the firmware number will show along with the battery level.
7. Once the firmware is updated the reader will pair with your iPad/iPhone.
Card Reader Warranty
In the event that the reader is not properly functioning, we would suggest Contacting your payment processor if your reader is no longer working. However, you should always contact OrderPort Support First in case we can fix the issue.