Terminal forms

A terminal form is a short, customer-facing form you can present on the WisePOS E reader to capture information at checkout — for example, a delivery address, a signed waiver, or a custom transaction type.

Note: Terminal forms are available on the Lite plan. Owners and admins can create or edit forms; any user can send a form to a terminal.

Create a form

1. In the side navigation, open Terminal Forms.
2. Choose Create.
3. Configure the form:
   • Title & Description
   • Transaction Type (optional) — categorize submissions for reporting.
   • Form Status — active or inactive.
   • Fields — add inputs of type:
     • Text
     • Number
     • Selection — a list of options
     • Signed — capture a signature on the reader
4. Save.

Edit, duplicate, or delete a form

From the form's detail page:

• Update to edit fields, status, or title.
• Delete to remove the form. Existing submissions stay attached to their payments.

Send a form to a terminal

Forms are attached to a payment and presented on the reader during checkout:

1. Open Payments → Create Payment (or an existing payment).
2. In the Terminal Form section, choose a form. NectarPay shows "Form type: {type}" once selected.
3. Make sure a terminal is selected. If you haven't created the payment yet, NectarPay reminds you with "Create the payment first so the form can be linked to it."
4. Choose Send Form to Terminal.
5. The customer fills out the form on the reader and submits it.

NectarPay confirms with "Form sent to the terminal". The submission appears in the payment's timeline as Form Submitted and is visible under Form Submissions on the payment detail page.

Form statuses

• Form Open — the form is currently displayed on a reader awaiting input.
• Form Completed — the customer submitted the form.
• Form Failed — the form couldn't be delivered or was invalidated.

If no forms exist for an account, the payment screen shows "No terminal forms are available for this payment."