Run a sale

A merchant can use their POS to initiate a sale on their payment device.

Integration steps

To run a sale using Payroc Cloud, integrate with the following:

Step 1. Create a payment instruction.
Step 2. View the status of the payment instruction.
Step 3. View the details of the payment.

Before you begin

Bearer tokens

Use our Identity Service to generate a Bearer token to include in the header of your requests. To generate a Bearer token, complete the following steps:

1. Include your API key in the x-api-key parameter in the header of a POST request.
2. Send your request to https://identity.payroc.com/authorize.

Example request

$
curl --location --request POST  'https://identity.payroc.com/authorize' --header 'x-api-key: <api key>'

If your request is successful, we return a response that contains your Bearer token, information about its scope, and when it expires.

Example response

1
{
2
  "access_token": "eyJhbGc....adQssw5c",
3
  "expires_in": 3600,
4
  "scope": "service_a service_b",
5
  "token_type": "Bearer"
6
}

Headers

To create the header of each POST request, you must include the following parameters:

• Content-Type: Include application/json as the value for this parameter.
• Authorization: Include your Bearer token in this parameter.
• Idempotency-Key: Include a UUID v4 to make the request idempotent.

$
curl
>
-H "Content-Type: application/json"
>
-H "Authorization: <Bearer token>"
>
-H "Idempotency-Key: <UUID v4>"

Errors

If your request is unsuccessful, we return an error. For more information about errors, see Errors.

Step 1. Create a payment instruction

To send a payment instruction to a device, send a POST request to the Devices endpoint.

Request parameters

To create the body of your request, use the following parameters:

Example request

1
curl -X POST https://api.payroc.com/v1/devices/1850010868/payment-instructions \
2
     -H "Idempotency-Key: 8e03978e-40d5-43e8-bc93-6894a57f9324" \
3
     -H "Authorization: Bearer <token>" \
4
     -H "Content-Type: application/json" \
5
     -d '{
6
  "processingTerminalId": "1234001",
7
  "order": {
8
    "orderId": "OrderRef6543",
9
    "amount": 4999,
10
    "currency": "USD"
11
  },
12
  "operator": "Jane",
13
  "customizationOptions": {
14
    "entryMethod": "deviceRead"
15
  },
16
  "autoCapture": true
17
}'

Response fields

If your request is successful, we send the payment instruction to the device.

The response contains the following fields:

Example response

Step 2. View the status of a payment instruction

To check for updates to the status or view the details of the payment, send a GET request to the Payment Instructions endpoint.

Before our gateway sends a response, it waits for up to 30 seconds for the status of the instruction to change. We recommend that you keep the session open until the status of the instruction changes or the request times out.

If the status of the instruction doesn’t change, send another GET request. Our gateway waits up to 30 seconds for the status of the instruction to change. Continue to send GET requests until the status changes.

Request parameters

To create the body of your request, use the following parameters:

Example request

1
curl https://api.payroc.com/v1/payment-instructions/e743a9165d134678a9100ebba3b29597 \
2
     -H "Authorization: Bearer <token>"

Response fields

If your request is successful, we return the details of the payment instruction.

To check whether a transaction is approved or declined, follow the HATEOAS link in the response to view the transaction.

If the status of the payment instruction is inProgress, our gateway waits up to a minute for the status to change before it returns a response.

Example response

1
{
2
  "status": "completed",
3
  "paymentInstructionId": "a37439165d134678a9100ebba3b29597",
4
  "link": {
5
    "rel": "payment",
6
    "method": "GET",
7
    "href": "https://api.payroc.com/v1/payments/M2MJOG6O2Y"
8
  }
9
}

Step 3. View the details of the payment

To check if the processor approved or declined the payment, send a GET request to the Payments endpoint.

Request parameters

To create the body of your request, use the following parameters:

Example request

1
curl https://api.payroc.com/v1/payments/M2MJOG6O2Y \
2
     -H "Authorization: Bearer <token>"

Response fields

If your request is successful, we return the details of the payment.

Example response

1
{
2
  "paymentId": "M2MJOG6O2Y",
3
  "processingTerminalId": "1234001",
4
  "order": {
5
    "orderId": "OrderRef6543",
6
    "amount": 4999,
7
    "currency": "USD",
8
    "dateTime": "2024-07-02T15:30:00Z",
9
    "description": "Large Pepperoni Pizza"
10
  },
11
  "card": {
12
    "type": "MasterCard",
13
    "entryMethod": "keyed",
14
    "cardNumber": "453985******7062",
15
    "expiryDate": "1225",
16
    "securityChecks": {
17
      "cvvResult": "M",
18
      "avsResult": "Y"
19
    }
20
  },
21
  "transactionResult": {
22
    "type": "sale",
23
    "status": "ready",
24
    "responseCode": "A",
25
    "responseMessage": "OK3",
26
    "approvalCode": "OK3",
27
    "authorizedAmount": 4999,
28
    "currency": "USD"
29
  },
30
  "operator": "Postman",
31
  "customer": {
32
    "firstName": "Sarah",
33
    "lastName": "Hopper",
34
    "billingAddress": {
35
      "address1": "1 Example Ave.",
36
      "city": "Chicago",
37
      "state": "Illinois",
38
      "country": "US",
39
      "postalCode": "60056",
40
      "address2": "Example Address Line 2",
41
      "address3": "Example Address Line 3"
42
    },
43
    "shippingAddress": {
44
      "recipientName": "Sarah Hopper",
45
      "address": {
46
        "address1": "1 Example Ave.",
47
        "city": "Chicago",
48
        "state": "Illinois",
49
        "country": "US",
50
        "postalCode": "60056",
51
        "address2": "Example Address Line 2",
52
        "address3": "Example Address Line 3"
53
      }
54
    }
55
  },
56
  "supportedOperations": [
57
    "capture",
58
    "fullyReverse",
59
    "partiallyReverse",
60
    "incrementAuthorization",
61
    "adjustTip",
62
    "setAsPending"
63
  ],
64
  "customFields": [
65
    {
66
      "name": "yourCustomField",
67
      "value": "abc123"
68
    }
69
  ]
70
}

Before you test your integration

To test your integration with a payment device, first complete the following tasks:

• Get the serial number of the payment device.
• Connect the payment device to the internet.

Test cases

Create a payment instruction using options that you configured in the gateway

Step 1. Create a payment instruction

Use our gateway to configure the surcharging options, tip options, and tax amounts.

Send a POST request to the Devices test endpoint:

https://api.uat.payroc.com/v1/devices/{serialNumber}/payment-instructions

Example request

1
{
2
    "operator": "jbloggs",
3
    "processingTerminalId": "1021",
4
    "order": {
5
        "orderId": "4fd4-99bc",
6
        "currency": "USD",
7
        "amount": 1000,
8
        "orderBreakdown": {
9
            "subtotalAmount": 1000
10
        }
11
    },
12
    "customizationOptions": {
13
        "entryMethod": "deviceRead"
14
    },
15
    "autoCapture": true,
16
    "processAsSale": false
17
}

Step 2. Retrieve the status of the payment instruction

Send a GET request to the Payment Instructions test endpoint:

https://api.uat.payroc.com/v1/payment-instructions/{paymentInstructionId}

If the status of the payment instruction is inProgress, our gateway waits up to a minute for the status to change before it returns a response. Send GET requests until the value for status changes to completed.

Example response

1
{
2
  "paymentInstructionId": "3743a9165d134678a9100ebba3b29597",
3
  "status": "completed",
4
  "link": {
5
    "rel": "payment",
6
    "method": "GET",
7
    "href": "https://api.payroc.com/v1/payments/DD6ZDQU7L2"
8
  }
9
}

Step 3. Retrieve the status of the payment instruction

Send a GET request to the Payment test endpoint:

https://api.uat.payroc.com/v1/payments/{paymentId}

Use the paymentID that you received in the response from Step 2.

Example response

1
{
2
    "operator": "XYZ",
3
    "terminal": 1021,
4
    "order": {
5
        "orderId": "4fd4-99bc",
6
        "description": "Payment Instruction",
7
        "currency": "USD",
8
        "totalAmount": 10.00,
9
        "orderBreakdown": {
10
            "subtotalAmount": 10.00,
11
            "surcharge": {
12
                "bypass": "true"
13
            },
14
            "taxes": [
15
                {
16
                    "name": "TAX10",
17
                    "rate": 10.0
18
                }
19
            ],
20
            "tip": {}
21
        }
22
    },
23
    "customizationOptions": {
24
        "entryMethod": "DEVICE_READ"
25
    },
26
    "customer": {
27
        "name": "First Last",
28
        "dateOfBirth": "2023-01-01",
29
        "referenceNumber": "ABCDEFGH",
30
        "billingAddress": {
31
            "line1": "billing Addr Line1",
32
            "line2": "billing Addr Line2",
33
            "city": "billCity",
34
            "state": "AZ",
35
            "country": "US",
36
            "postalCode": 12345
37
        },
38
        "shippingAddress": {
39
            "name": "shipping recipient name",
40
            "line1": "shipping Addr Line1",
41
            "line2": "shipping Addr Line2",
42
            "city": "shipCity",
43
            "state": "AZ",
44
            "country": "US",
45
            "postalCode": "SH12345"
46
        },
47
        "email": "[email protected]",
48
        "phone": "+353891234567",
49
        "notificationLanguage": "en"
50
    },
51
    "autoCapture": true,
52
    "processAsSale": false
53
}

Create a payment instruction that overrides the values that you configured in the gateway

Step 1. Create a payment instruction

Send a POST request to the Devices test endpoint:

https://api.uat.payroc.com/v1/devices/{serialNumber}/payment-instructions

Example request

1
{
2
    "operator": "XYZ",
3
    "terminal": 1021,
4
    "order": {
5
        "orderId": "TestPBC-123",
6
        "description": "Payment Instruction",
7
        "currency": "USD",
8
        "totalAmount": 12100,
9
        "orderBreakdown": {
10
            "subtotalAmount": 12100,
11
            "surcharge": {
12
                "bypass": "true"
13
            },
14
            "taxes": [
15
                {
16
                    "name": "TAX10",
17
                    "rate": 10.0
18
                }
19
            ],
20
            "tip": {
21
                "percentage": 10,
22
                "type": "PERCENTAGE"
23
            }
24
        }
25
    },
26
    "customizationOptions": {
27
        "entryMethod": "DEVICE_READ"
28
    },
29
    "autoCapture": true,
30
    "processAsSale": false
31
}

Step 2. Retrieve the status of the payment instruction

Send a GET request to the Payment Instructions test endpoint:

https://api.uat.payroc.com/v1/payment-instructions/{paymentInstructionId}

If the status of the payment instruction is inProgress, our gateway waits up to a minute for the status to change before it returns a response. Send GET requests until the value for status changes to completed.

Example response

1
{
2
  "paymentInstructionId": "3743a9165d134678a9100ebba3b29597",
3
  "status": "completed",
4
  "link": {
5
    "rel": "payment",
6
    "method": "GET",
7
    "href": "https://api.payroc.com/v1/payments/DD6ZDQU7L2"
8
  }
9
}

Step 3. Retrieve the status of the payment instruction

Send a GET request to the Payment test endpoint:

https://api.uat.payroc.com/v1/payments/{paymentId}

Use the paymentID that you received in the response from Step 2.

Example response

1
{
2
  "paymentId": "DD6ZDQU7L2",
3
  "processingTerminalId": "1021",
4
  "operator": "Postman",
5
  "order": {
6
    "orderId": "4fd4-99bc",
7
    "dateTime": "2023-07-26T16:42:25.018Z",
8
    "description": "Example payment",
9
    "amount": 1000,
10
    "currency": "USD"
11
  },
12
  "customer": {
13
    "shippingAddress": {}
14
  },
15
  "card": {
16
    "type": "MasterCard",
17
    "entryMethod": "keyed",
18
    "cardNumber": "500165******0000",
19
    "expiryDate": "0328",
20
    "securityChecks": {
21
      "cvvResult": "M",
22
      "avsResult": "Y"
23
    }
24
  },
25
  "transactionResult": {
26
    "type": "sale",
27
    "status": "ready",
28
    "approvalCode": "OK3",
29
    "authorizedAmount": 1000,
30
    "currency": "USD",
31
    "responseCode": "A",
32
    "responseMessage": "OK3"
33
  }
34
}