Choose equipment around the sale
Counter and mobile payments
Identify the number of registers, staff access, connectivity, receipts, contactless payments, and any need to take payments away from the counter. Request the exact terminal model and supported payment methods.
A terminal versus a full POS system
A terminal accepts payments. A POS system may also manage orders, inventory, tips, or other tasks, but those features vary. Confirm the actual software and licenses in your proposal instead of assuming every device includes them.
What should the equipment proposal include?
Purchase, rental, placement, or lease
Ask who owns the hardware, what you pay upfront and monthly, and what happens when the account closes. A placement offer may include return requirements or conditions. A separate lease can create obligations beyond the processing account.
Compatibility and support
Verify software integration, peripherals, internet requirements, updates, training, replacement arrangements, and support hours. Confirm that your existing equipment can be reused before ending a current agreement.
Cash discounts and dual pricing
If the system will support a pricing program, test how prices and payment types appear at checkout and on receipts. See our cash discount and dual pricing guide before choosing a setup.
Plan the change before installation
Test the payment workflows
Run approved tests for a sale, refund, settlement, and reconciliation. Include tips, deposits, or split payments if your business needs them and the offered system supports them.
Check the complete cost
Include hardware, licenses, integrations, network charges, installation, training, and cancellation obligations. Ask for a written explanation of anything advertised as free.
Published equipment families
Options to compare
The provider’s product directory names Clover, Valor, and PAX terminals, alongside its payment app and retail software. The exact model, software plan, accessories, connectivity, and pricing remain specific to the proposal.
Different jobs need different equipment
A mobile service team may need a portable reader and receipts. A retailer may need a counter system and inventory tools. A restaurant may need a kitchen display or ordering workflow. Compare the functions and ongoing licenses your business will actually use; do not assume every product in a family includes every feature.