Card terminals let your crew take card payments at the time of service, so you're paid on site instead of waiting on an invoice. Your customer taps, dips, or swipes their card on the device, and the payment lands on the invoice automatically, receipt included.
Before you begin
Your account must be set up with Tank Track Pay.
You need the Settings permission to register terminals.
Card payments must be enabled under Settings → Payment Processing.
The hardware
Your terminal will be one of the following models:
Device | Power and charging | Key features |
Flex 4 | Charge on the supplied cradle. | Portable touchscreen with a built-in receipt printer. |
Flex Pocket | Charge using the supplied USB-C power cable. | Smaller portable touchscreen; no built-in receipt printer. |
Compact | Keep connected to power using the supplied adapter. | Countertop terminal with physical buttons and a built-in receipt printer. |
Link/2500 | Charge using the supplied USB-C power cable. | Portable terminal with physical buttons; no built-in receipt printer. |
Every device has an HSN (serial number) printed on the box label. You'll use it to match the physical device to your account in step 3, so keep the box handy.
Step 1 — Request your terminal
If you don't have a device yet:
Go to Settings → 16. Payment Processing and find the Card Terminals section.
Click Request a terminal. A support ticket opens with your name, email, and a request message already filled in.
Click Submit Ticket. We'll ship the terminal out and tie it to your account.
Step 2 — Power on the device
When your terminal arrives, unbox it and power it on using the method for your model in the table above, then follow the device's own on-screen setup. When it asks for an activation code, get it from Tank Track, that's step 4.
Step 3 — Register the terminal in Tank Track
Go back to Settings → Payment Processing → Card Terminals.
Open the Terminal (HSN) list and pick the serial number that matches the S/N on your box. Only devices tied to your account appear here.
Add a nickname (optional) so your team recognizes the device — "Front desk", "Truck 4", "Ricky's Card Reader".
Click Add terminal. The device appears in your list with its nickname and serial number, alongside Activation code, Edit, and Remove buttons.
Step 4 — Activate the device
Click Activation code next to your terminal. A window will open showing the code for that device.
Enter the code on the device when its setup asks for it. That finishes setting it up for card-present payments.
Step 5 — Take your first payment
Open an invoice, statement, or unpaid invoice summary and click Pay Now, the same button you'd use for any payment.
On the payment page, choose Card terminal and pick your device.
Leave Print receipt at terminal on if you want a printed receipt at the device.
Click Send [amount] to terminal - the button shows the exact total being charged. The amount appears on the terminal, and your customer taps or swipes their card.
The page confirms when the payment goes through. It's applied to the invoice automatically, and your customer still gets the normal email or text receipt.
The terminal option only appears for your team; customers paying from an emailed link never see it.
FAQs
Q: My terminal isn't in the Terminal (HSN) list. Where is it?
A: The list only shows devices tied to your account that haven't been registered yet. If your terminal just arrived and isn't listed, contact support and we'll get it connected.
Q: The page says the terminal is busy. What does that mean?
A: A terminal handles one payment at a time. Finish or cancel the payment in progress, then send the next one.
Q: Can I take an estimate deposit on the terminal?
A: No, estimates can't be paid by the terminal. Invoices, statements, and unpaid invoice summaries can.