The Handpoint TMS is a web-based terminal management system for easy setup and management of your mechant's card readers.
It's meant for any organization that needs to manage merchants on the Handpoint payment platform.
To onboard a merchant in the handpoint TMS, you are able to create and configure merchant information, assign terminals to specific merchancts, and extract the merchant key (shared secret).
Access to the Handpoint Terminal Management System is provided to selected partners and is requested through your account manager.
Partner name
Name of organization, company, etc)
Location information
Address, City, Zip Code,
State and Country
Contact information
Phone number
You will recieve login information via email after your organisation has been setup in the TMS.
An organization might be provided with more than one login to the TMS. This can occur if a processor is supporting multiple ISVs or if an ISV is working with more than one processor.
The TMS front page provides you with quick access to the most common actions you can take.
From here you can create merchants and assign terminals, or go directly to your management view of your merchants and terminals.
Clicking the dropdown menu on the right lets you update your user profile.
The management page provides you with a detailed view of your onboarded merchants terminals.
The TMS comes with a filtering tool to help you quickly find what you need. It updates the list view below dynamically based on what you input. The dataset it searches through is linked to the selected view (Merchants or Terminals) and is filtered based on all fields for that particular type of entity
To search for a specific terminal, first ensure you are filtering by terminals. Then simply enter a part of the terminal's serial number into the filtering field – the last 4 digits should suffice.The list updates automatically when it finds data which matches the criteria.
If you want to filter by a merchants name, location, ID, category code, etc. Simply enter what you are looking for in the filter box and the results will be updated automatically.
•Each Analytics view provides a unique visualization of transactions. Many of these are self-explanatory. It is possible to sort transactions or amount processed for a merchant by year and month, see the active terminals and merchants for the year, locations of the transactions per month, and a list of transactions.
•The list of transactions is a detailed look into a business’s transactions for a chosen day.
Editing a terminal is the final stage in finalizing the onboarding
You can copy duplicate information from the merchant setup to speed up process.
Fields in the terminal information section might differ depending on which processor the merchant is setup for
Changes are live as soon as they are published. However, changes that propogate to the card reader do not go live until the card reader connects to the gateway, i.e., through a transaction or an update. Then the terminal will automatically download and update itself. This generally takes less than a minute to complete.
Save and publish when done.
The shared secret is the key to merchants’ terminals – It needs to be delivered to the organization responsible for storing the key on the behalf of the merchant. Typically it is the ISV’s responsibility.
The shared secret is a randomly generated string of text and is the same for all terminals in a single merchant account. It is generated randomly but can be edited by Handpoint admins only.
You should now be able to paste it into the tool of your choice for sending
Merchants can be deleted and terminals can be unassigned.
Obviously, deleting a merchant is a high risk operation and should only be done if there was an error during the onboarding and it is considered quicker to just delete and start over.
Terminals can be unassigned from merchants. This is done if, e.g., a merchant returns the device to you for replacement or to upgrade to an alternative Handpoint device, such as the HiPro. Merchants with no assigned terminals are considered inactive.
When terminals are unassigned from a merchant they are moved to the list of unassigned terminals.
Both deleting and unassigning is done from the More dropdown button next to an item in the management view.
Terminals can be reused and moved from merchant to merchant. In order to do so, the following best practices help ensure a smooth merchant experience and minimze the risk of additional customer support.
Point 5 and 6 can be done by the merchant, and require minimal effort.
You can find the Powerpoint version of this guide here: