Commercial operations
See what was sold, installed and replaced.
Track terminal products, lease terms, orders and device assignments. Sales and service teams can find the agreement and the device history on the same account.
What it handles
Track terminal propositions, commercial terms, deployment, health and replacement activity.
Lease & Finance capability
What Terminals & leasing covers
Track terminal propositions, commercial terms, deployment, health and replacement activity.
01
Terminal catalogue and commercial terms
02
Order, deployment and installation status
03
Device assignment and service history
04
Heartbeat, replacement and RMA workflows
Workflow notes
Terminals & leasing in practice
A merchant needs a replacement terminal. The team needs the asset details, commercial arrangement and service history before deciding the next step.
What to prepare
Prepare terminal identifiers, deployment records, lease or supply arrangements and replacement responsibilities.
Review the workflow
- Identify the device and the merchant relationship it belongs to.
- Review health or service history alongside the commercial arrangement.
- Record the replacement or return outcome and update the account record.
Should a replacement be treated as a new merchant deployment?
Distinguish the two cases in your process. A replacement may need to retain the original commercial and service history, while a new deployment may require separate onboarding and commercial checks.
Related tools for your team
- Portfolio reporting — Review merchant-level volume, margin, service history, risk and commercial performance.
- Retention workflows — Move cancellation requests through triage, approvals, save offers, follow-up and final outcome tracking.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Link the agreement to the installed device so service teams can check the original order and any replacements.
Continue through Lease & Finance
Related capabilities
Walk through your finance requirements.
Bring a typical funding application, acquirer statement or commission agreement. We will show the relevant workflow and explain the available modules.