Help and support for Flex mobile card reader
Welcome to your new card reader
Now you're ready to go with your Barclaycard Flex mobile card reader, we've got all the support you need to start taking payments.
Watch our handy video for step-by-step set up instructions or view the full installation guide (PDF 0.5 MB) here.
You can also read on for help on how to use your card reader, how to make different transactions, and day-to-day essentials, such as end of day banking and changing a till roll.
Follow our simple steps to get started
Installing your card reader
Follow the on screen instructions.
Start by turning your card reader on and decide if you want to connect it via Bluetooth, WiFi or mobile – we recommend all three so you get the best from your terminal.
The card reader will connect to Bluetooth first followed by WiFi and mobile. If you connect to WiFi, select ‘Automatic Scan’ to look for wireless networks. When you find one, select ‘Personal Security’ and enter your WiFi password.
When connected all symbols at the top of the screen should be green.
You're nearly there
Enter your merchant number found on the side of your reader, followed by the time and date.
You’ll see a reboot screen as the reader resets itself, the screen will go black and you’ll then need to set up your four-digit supervisor code to authorise certain actions – this should be set by whoever’s in charge.
You're ready to trade
When connection is made, you’ll get an 'Installation successful’ receipt printed off and your reader will run some final checks. If it shows any card types not accepted, then please contact the helpdesk.
That’s it, you’re ready to go and start taking secure payments with Barclaycard.
Tap in and confirm the amount and ask your customer to insert their card into the reader with the chip facing up.
The customer will need to enter and confirm their PIN number.
Follow the instructions on screen and your card reader will print two receipts labelled one for the customer and a ‘merchant copy’ for you to keep for your records.
Tap in and confirm the amount and ask your customer to hold their card against the contactless symbol at the top of the card reader.
Your reader will bleep, a row of lights will flash, and the screen will read ‘approved’ while printing a merchant receipt.
You’ll be asked if the customer requires a receipt and if they do, simply press the black full stop button when prompted.
Tap in and confirm the amount and swipe the customer’s card with the magnetic strip facing the reader.
Tear off the merchant receipt when it prints and get the cardholder’s signature, be sure to check it against the signature on the back of the card.
If the signatures don’t match, cancel the sale and ask for a different method of payment.
If you’re happy they match, simply press the green button and follow your reader’s prompts to complete the sale.
From the menu, scroll down to select ‘CNP’, followed by ‘Sale’.
Enter the amount.
Key in the card number, expiry date, security code, numbers from the customers post code and numbers from the address.
When the sale is approved press the green button and your card reader will print a customer and merchant receipt.
If your customer is present, select the refund option on your card reader’s menu and enter the amount.
Insert the customer’s card (or swipe with the magnetic strip facing your card reader) and enter your supervisor code.
The card reader will connect to Barclaycard to process the refund and issue you with a receipt.
If your customer is not present, when prompted, enter their card number, expiry date and security code, followed by your supervisor code. The card reader will connect to Barclaycard to process the refund and issue you with a receipt.
End of day banking
On the system menu, select ‘totals’, followed by ‘end of day banking’ and enter your supervisor code. You can choose to either ‘bank all’ or by acquirers (e.g. American Express, Barclaycard), tap 'all' or 'select' as you need.
It will now print an end of day banking report, and waiter totals if gratuity is enabled.
End of day banking must be carried out after each day of trading to ensure that all payments you've taken are submitted to us for processing.
Print a transaction log
Highlight ‘select function’ on your card reader’s menu and enter the code ‘16’, followed by your supervisor code.
Select the acquirer you'd like and tap yes, and your reader will print a report showing the last 20 transactions from that acquirer.
You can press ‘continue’ up to four times to get 100 transactions.
For other acquirer transaction logs simply repeat the process.
Change the till roll
Hold your card reader securely with one hand and release the printer cover with the other – be sure to remove the old plastic till roll tube.
Place the new till roll into the printer compartment, take the free end of the paper, close the printer cover and press firmly until it locks.
Once your screen says ‘ready’, press and hold the paper feed button to ensure the paper runs through smoothly.