User guide

CONFIDENTIAL

Quick Reference Guide – Payment Devices

InstaMed Online Device Configuration

The following applies only to users of InstaMed Online. If you process

payments in a different application, please refer to your vendor’s documentation

to configure your device.

Make sure the device has already been connected and recognized by the

computer it is plugged into.

The Super User assigned to your account configures a default device profile that

applies to all users. Please contact InstaMed Customer Service to confirm who the

Super User is for your account.

Super User

1. Log in to InstaMed Online

2. Click Configure in the Main Menu

3. Click the Devices tab

4. Select [DEFAULT] from the Users menu

5. Select the desired Card Reader and Check Reader items

6. Click Save

Use the Device Driver and Configuration Profile table earlier in this guide to select the

correct profile for the type of device you are using.

All users may modify their own device profiles to override the default settings.

All Other Users

1. Card Reader and Check Reader are set to Use Default

2. To override the default setting for any computer, change the settings as

desired and click Save

3. To override the default setting for the current computer only, select the Save

configuration for this computer only checkbox before saving

4. To restore the default setting, click Use Default and then Save

Franker: The RDM check scanning devices (shown above selected as the EC7000I

USB V6.6.5.20) has an additional feature – the Franker – that can be turned on and off

from this configuration page. When turned on the Franker will stamp the checks to

prevent duplicate scanning.

Receipt Printer: The payment product uses the default printer connected to the

computer for receipt printing. Alternatively, specific peripherals – such as a thermal

paper printers – can be selected here.

Signature Capture Device: InstaMed supports signature capture devices. If one is to

be used, select the specific model here. Contact InstaMed Customer Support for more

information.