You've received your terminal
What is already done for you, what is left to set up, and what to have ready before you start.
Congratulations on your new Citizen Pay terminal. Two things are left to do before it can take payments and put money in your account:
- Connect your bank account.
- Turn on your payment connections — the ways your customers can pay.
You do both from the Citizen Pay Dashboard, on a computer or your phone. You do not need to be technical, and you do not need to touch the terminal itself.
Short on time?
Set aside about 20 minutes. Most of that is typing in your business and bank details. After you send them in, we still have to check your bank account. That usually takes a day or two.
What should already be done for you
The Citizen Pay partner who delivered or installed your terminal normally handles the physical setup. By the time the terminal reaches you, they should have:
- Taken it out of the box and switched it on
- Chosen the language shown on screen
- Connected it to your Wi-Fi or mobile network
- Activated it and registered it to your business
If your terminal is still showing a setup or activation screen, that part is not finished. Do not work through it yourself. Contact the partner who supplied your terminal — it is their job, and it is quick for them.
What you need to do
1. Connect your banking
Link the business bank account your money is paid into, and confirm who you are.
2. Set up payment connections
Check what your customers can pay with, and set up card payments with Viva.
Do them in that order if you can: euro payments (€) only become available once your bank is connected. Card payments with Viva do not wait for it — they settle in your own Viva account.
What to have at hand
Get these together before you start. It saves a lot of going back and forth.
Your business details — so we can confirm who is being paid:
- Registered business name
- Company registration number
- Business address
- VAT number, if you have one
Your business bank details — so we know where to send your money:
- Account holder name
- IBAN or account number
- BIC/SWIFT
- A recent bank statement or account confirmation
Proof of identity — the law requires this of everyone who accepts card payments:
- A passport or ID card for the business owner or director
- Sometimes proof of your home address as well
Your terminal — so you can try a test payment:
- The terminal itself
- If you take card payments with Viva: your viva.com login, and the card terminal, so you can read its number in the Viva app — see where to find the card terminal number
Use the business, not the person
The bank account you link should be in your business's name and match the business details you enter. A personal account with a different name is the single most common reason checks get held up.
What happens after setup
Once your bank account is approved and your payment methods are switched on, your terminal is live. From then on you run everything from the Citizen Pay Dashboard: watching recent payments come in, following your payouts, and inviting your staff so they can see the tills too.
If something does not look right along the way, start with troubleshooting.
- Issued by Citizen Pay
- docs.citizenpay.eu
- Title
- You've received your terminal
- Lang
- EN
- Sheet
- 011 / 035