How It Works
Three pieces work together to route a payment to the right device:
Hardware location (SellTreez): A named physical spot in your store, such as "Register 1" or "Express Lane". You create hardware locations in SellTreez.
Payment device (TreezPay portal): The PIN pad or terminal that takes the payment. In the TreezPay portal, you assign each device to a hardware location using the POS Location field.
POS selection (SellTreez POS): Each register chooses its hardware location from the dropdown in the top-right corner of SellTreez POS.
When a budtender takes a TreezPay payment, SellTreez checks which hardware location that register has selected. It then sends the payment to the device assigned to that location in the TreezPay portal.
Prerequisites
Your store is approved for TreezPay payments
At least one payment provider is enabled for the payment type you're setting up (for example, Integrated ACH)
The payment device is set up and connected to the internet
Access to the TreezPay portal and to the SellTreez Config Page
Step 1: Create a Hardware Location in SellTreez
Skip this step if the hardware location you need already exists.
In SellTreez, go to Configuration → Config Page → Hardware
Click Add Location at the bottom of the list of existing locations
Enter a short, descriptive name for the spot where the device will be used (for example, "POS1" or "Register 1")
Don't use "/" or other special characters in the name. Underscores are fine. For full instructions, see SellTreez | How Do I Add a Hardware Location?
Step 2: Add or Edit the Payment Device in the TreezPay Portal
Sign in to the TreezPay portal
Use the store selector in the left-hand menu to choose your store. Settings is not available in Org view.
Go to Settings → Payment configuration
On the Home tab, find the payment solution you want to set up and click Configure. You can also open that payment type's tab directly.
Under Payment provider, confirm that the correct provider is selected
Scroll down to Payment device configurations
To add a new device:
Click + Add a new payment device
Enter a Name of device
Under POS Location, select the hardware location you created in Step 1
Enter the Register Id
This is typically the terminal's specific identifier
Click Add payment device
To edit an existing device:
Click the pencil icon next to the device
Update the Name of device, POS Location, or Register Id as needed
Click Edit payment device to save the new information
A confirmation message appears when the device is saved. Name of device and Register Id are both required.
Depending on your payment provider, the edit window may show extra fields. These fields can only be set by editing a device, not when you first add it.
Step 3: Select the Hardware Location in SellTreez POS
Open SellTreez POS on the register that uses the payment device
In the top-right corner, open the hardware location dropdown
Select the hardware location that matches the device's POS Location in the TreezPay portal
TreezPay payments taken on that register will now go to the assigned device.
Testing a Device
In Payment device configurations, click the arrow next to the device to expand its details
Click Test
The result shows Device Online if the device is reachable, or Device Offline if it isn't
The Test button is not available on the Integrated ACH tab.
Unassigning or Deleting a Device
To unassign a device without deleting it: Edit the device, set POS Location to none, then click Edit payment device
To delete a device: Click the trash can icon next to the device, then click Delete payment device to confirm
Things to Know
Each hardware location can have only one payment device, and each payment device can be assigned to only one hardware location. The portal doesn't block you from choosing a location that's already in use, so check your other devices before saving.
Saving a location already assigned to another device will reassign that location to the new device, removing it from the previous device’s configuration.
Payment devices can only be assigned in the TreezPay portal. This option is no longer available in SellTreez.
Devices are configured separately for each payment type and provider.
If payments go to the wrong device, or the POS can't find a device, check the hardware location selected in the top-right corner of SellTreez POS. It must match the device's POS Location in the TreezPay portal.
If Configure is grayed out on the Home tab, your store isn't yet approved for payments or the provider isn't enabled. Contact your TreezPay Account Manager or [email protected].