1. Register a Wallee account
Register a wallee account here.
Fill out the form with your name, surname and email.
Enter your billing information and select a plan. You will need to select the Terminal Only plan.
Please note, your account is in a trial period of three months or until you activate it. Wallee in Test Mode, means all transactions made from your shop will only be a test transactions.
Your account is now created, please proceed with the basic configuration with our Setup Assistant. Pick your Sales Channel here.
2. Choose your desired payment methods
Attention: this step is just a configuration for each of those payment methods. You can create a request for an acquiring contract which is sent to Wallee only, not to the acquirers. If you have existing acquiring contracts, please see step 6 on how to link them to your account. We do not only offer configuration for credit card acceptance but also for local payment methods as well as invoices (ISR invoices).
3. Reconciliation / Accounting
You can choose to activate this here or it can be found as a feature which you can enable under Space/Features.
This feature will make sure that we keep record of your sales in a subledger. Meaning we are going to import the payout files of the acquirer and match them with your transaction data. You can use this to reconcile the payments you received on your bank account. More Information can be found in the Help Center.
4. Go Live - Activate your account
In the default setup, each account is linked to one space. You can link your space to one shop. A space is the data container that stores configurations and data to the linked shop. Please read our documentation to learn more about “Accounts” and “Spaces” here.
Please activate your account when you are ready to go live. The activation step requires you to agree to our terms and conditions, provide your credit card details and confirm the activation. Navigate to Account/Plan to activate.
5. Users and Roles
You can create additional “Users” and “Roles” for colleagues and/or technical partners to gain access to your Account and/or Space. Please refer to our “Permission Concept” in our documentation here. Navigate to Account/Users.
6. Create a new Credit Card Acquiring Contract
To configure an active contract, navigate to Space/Payment/Configuration/Processor. If you have active contracts with either SIX Payment Services or Concardis, please get in touch with our support. For other acquiring partners, please select the acquirer from the drop down menu.
If you need an acquiring contract with Concardis for VISA, Mastercard, Maestro and VPay, please register your organization: in Account/Organization. Please fill all the mandatory fields according to your commercial registry.
If you are an agency doing this for your customer (merchant), please ask the UBO (Ultimate Beneficial Owner) to verify their person when required. Once the person or persons have registered all their details in the organization section, the data will be verified. This will take a few days.
The merchant contracts for those payment methods will be sent to you for review and signing. Please return the contracts duly signed according to the commercial register (for individual companies not registered, the business owner shall duly sign the contracts).
Additional documents and information might be needed by the acquiring partner to process your request.
7. Other Payment Methods
Unlike with credit/debit cards, the other payment methods require a different activation process. We kindly ask you to get in touch with our support.
TWINT – SIX Payment Services handles TWINT payments for terminal devices. Please contact our support agent for the contract.
PostFinance – for PostFinance Card, you will receive the contract documents directly from PostFinance. As soon as you add PostFinance Card in your terminal configuration (see section 8 below), PostFinance will be informed and will send you the contract documents by Post (if you so not receive the documents after a few days, you can follow directly with firstname.lastname@example.org. You will have to provide your Terminal ID (see section 8 below).You will have to configure the PostFinance Acquiring processor.
AMEX - Swisscard processes the AMEX payments for terminal devices. Please contact our support agent for the contract. You will need to configure the Swisscard processor in your wallee space.
Set up the Processors in your wallee space so you can assign them to your terminal device. Navigate to your Space/Payment/Configuration/Processor:
PostFinance Acquiring: Configure the PostFinance Acquiring processor and select PostFinance Card as a connector.
8. Configure and order a Terminal
After completing the configuration of the payment methods for your device, you can now configure the terminal device. Navigate to Space/Payment/Terminals:
Configurations: Here you can configure a Simulator (for testing purposes) or a Physical Terminal (for your physical store).
Give your device(s) the following parameters:
Maintenance Window (when the updates should automatically take place - daily)
Connector (Payment type)
Receipt Header (Optional)
Receipt Footer (Optional)
Locations: Define the location of your device(s) and the following parameters:
Delivery address, if the location is a different one
Automatically, your device is linked to this address. If you have multiple devices at one location, please name your devices accordingly.
Terminal Shop: After all the steps above, you are ready to order your device. You can place your order directly out of your wallee space. We will then directly deliver the device to you. You will receive in the welcome package further information around the user guide etc.
Please note, the contract request process may take a few days, as described in step 6. After your contract has been activated by the acquirers, your device will be prepared by one of our agents. When it is ready for use, with all your desired payment methods,it will be shipped. You will receive a tracking number in the confirmation email. This usually takes 1-2 weeks.
9. Documentation and Installation Service
Please refer to our Documentation for any topics you wish to learn more about, whether it’s about the basic setup or further settings, integrations or features within your Wallee account and space.
We also offer an installation service which you can directly book from your Wallee account/space.
Choose the installation type you wish to book, and a support member will get in touch with further details. The installation service fee will be charged to your Wallee account, please activate your account prior to booking the service.