This document covers the initial process of pairing Stripe M2 card readers with an iPad or iPhone for use with OrderPort Six and OrderPort Restaunt 2. 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.
TABLE OF CONTENTS
- First Time Pairing
- Pairing/Re-Pairing from Tools and About
- Troubleshooting Tips:
- LED Power Indicator
- Card Reader Hard Reset
- Card Reader Warranty
First Time Pairing
Remove the reader from the box and immediately place it on a charger using the USB-C power cord. (The cord is used for charging only. You will typically need to charge the reader overnight for a full day’s use. It must be charged for at least a couple of hours before the first pairing, as it needs to have a minimum of 50% power. This is very important.)
Before you can pair your card reader with your iPad, you must first register the card reader’s serial number in OrderPort Admin. This can only be done in OrderPort Admin, not in the point of sale.
- Look on the back of your card reader to find the serial number. It will be printed in very small text. It should start with STRM
- In OrderPort Admin, go to the Point of Sale module and navigate to the Bluetooth Devices tab.
- Click Add Device.
- Fill out all required fields, including Serial Number, Name & Model Number, and Status. Leave the status set to Available.
- Completing the Pairing Device (iPad/iPhone) field is optional but recommended. Recording the name of the pairing device can be helpful for future troubleshooting. For the pairing device, enter a name such as “Tasting Room iPad 1” or “Sally’s iPhone.” Please note that card readers are used on a 1:1 basis with a single iPad or iPhone.
- Click Save & Close. You are now ready to pair the card reader with your iPad or 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 with one iPad or iPhone at a time.
- Make sure the reader is turned on by quickly pressing the power button. You should see a flashing blue light, indicating it is in pairing mode.
- Open the OrderPort point of sale app and log in. During login, you will see a prompt asking, “Do you have a Bluetooth credit card reader?” Select Yes.
- Next, you will see another prompt asking, “Do you want to set up your Bluetooth reader now?” Select Yes. If you select No, you can pair the card reader later using the steps described below.
- The app will scan for nearby card readers. If the app does not find your card reader on the first attempt, it is likely because the reader was not turned on. Turn on your card reader and tap the refresh/scan button again. If the app is still unable to find your card reader after a few attempts, proceed to the troubleshooting steps below.
- You should now see the serial number of your card reader appear in the list of available card readers. Select it and tap Save.
- 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.
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. You must 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.
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 with one iPad or iPhone at a time.
- Make sure the reader is turned on by quickly pressing the power button. You should see the green light turn on for a second, indicating it is in pairing mode.
- Open the OrderPort point of sale app and log in. Navigate to Tools, then to the About page.
- Select the Edit button on the left-hand side of the screen. If no reader is paired, it will display No Reader. If a reader was previously paired, it will appear in red.
- The app will scan for nearby card readers. If the app does not find your card reader on the first attempt, it is likely because the reader was not turned on. Turn on your card reader and tap the refresh/scan button again. If it is still unable to find your card reader after a few attempts, proceed to the troubleshooting steps below.
- You should now see the serial number of your card reader appear in the list of available card readers. Select it and tap Save.
Troubleshooting Tips:
- Make sure the serial number on your card reader matches what you entered in Admin > Point of Sale > Bluetooth Devices.
- Make sure the Status of the card reader is set to Available in Admin > Point of Sale > Bluetooth Devices.
- Make sure the card reader is turned on.
- Make sure the card reader is unplugged while pairing.
- If the card reader needs to initialize, it must have at least 50% power.
- Check for mispairing
Your card reader must be paired within the OrderPort app. Pairing the reader through your device’s Bluetooth settings will pair it with Apple, not OrderPort. This can result in multiple readers being paired to a single device, or a single reader being paired more than once, and you will be unable to process transactions.
To check whether your reader is paired correctly, open your device’s Bluetooth settings. If an “i” symbol appears next to the Connected status, the reader is not properly paired. Tap the “i” icon and select Forget Device. Then return to OrderPort and pair the reader using the steps above.
If the “i” symbol does not appear, the reader is paired correctly.
Make sure OrderPort has access to your iPad's Bluetooth and Location.
When you log into the POS for the first time, Apple will ask you if you'd like to allow OrderPort to access the device's Bluetooth connections. It will also ask you to enable your location. If you accidentally said no to this, you need to go to your device's settings to update the permissions.
To enable Bluetooth for OrderPort, go to your Settings App. On the left, search for OrderPort.
Click on the toggle for bluetooth and set loction to Allow while using.
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 issu