# Customization

Configure payment methods, transaction history, refund capabilities, and other settings.

Configure standalone mode using the Dashboard. Changes propagate to readers within 10 minutes or after restarting the device.

For more details on Terminal configurations, see [Terminal configurations](https://docs.stripe.com/terminal/fleet/configurations-overview.md).

## Update a configuration

#### Dashboard

1. From the [Terminal Locations](https://dashboard.stripe.com/terminal/locations) page, click **Manage locations**.
2. On the [Manage locations](https://dashboard.stripe.com/terminal/locations/manage) page, find the location you want to change.
3. In the overflow menu (⋯), click **Add configuration** or **Edit configuration**.
4. Use the filter to select **Standalone mode**.
5. Customize as needed.
6. Click **Done**.
7. Click **Apply changes**.

## Payment settings

### Accepted payment methods

Standalone mode supports all [Terminal-supported card brands](https://docs.stripe.com/terminal/payments/collect-card-payment/supported-card-brands.md#payment-method-availability) and [additional payment methods](https://docs.stripe.com/terminal/payments/additional-payment-methods.md), such as [Affirm](https://docs.stripe.com/terminal/payments/additional-payment-methods.md#affirm), [WeChat Pay](https://docs.stripe.com/terminal/payments/additional-payment-methods.md#wechat-pay), and [PayNow](https://docs.stripe.com/terminal/payments/additional-payment-methods.md#paynow).

Some payment methods require activation in the [Stripe Dashboard](https://dashboard.stripe.com/settings/payment_methods) before you can use them.

When multiple non-card payment methods are enabled, the payment flow displays a **More ways to pay** button. If only one additional payment method is enabled, the payment flow displays it directly. Payment method availability depends on the transaction amount and the country of the location. For example, Affirm only appears when the payment amount falls within its supported range.

#### Dashboard

In the configuration, select the payment methods under **Payment methods and currency** to customize which payment methods you accept.

### Capture method

Configure how payments are captured. The capture method determines when funds are collected from the customer’s payment method.

- **`automatic_async`** (default): Stripe automatically captures the payment shortly after authorization. Use this for standard transactions where you don’t need to adjust the amount after the customer pays.
- **`manual_preferred`**: The payment is authorized but not immediately captured for supported payment methods. If a payment method doesn’t support manual capture, it’ll be automatically captured. You must explicitly [capture](https://docs.stripe.com/api/payment_intents/capture.md) the payment later using the API or Dashboard. Use this when you need to adjust the final amount after authorization, such as with incremental or extended authorizations.

#### Dashboard

In the configuration, select the capture method under **Capture method**.

### Incremental and extended authorization

If you select `manual_preferred` under [Capture method](https://docs.stripe.com/terminal/payments/standalone-mode/customization.md#capture-method), you can optionally choose to [increment](https://docs.stripe.com/terminal/features/incremental-authorizations.md) or [extend](https://docs.stripe.com/terminal/features/extended-authorizations.md) an authorization.

> Incremental authorization requires using the API—you can’t increment a payment from the Dashboard or the reader. After the payment is incremented, or if you’re only using extended authorization, you can capture the payment from the Dashboard or using the API.

#### Dashboard

In the configuration, enable **Incremental authorization** or **Extended authorization** under **Authorization settings**.

To capture a payment after it has been incremented or extended:

1. Go to the [Payments](https://dashboard.stripe.com/payments) page in the Dashboard.
2. Find the uncaptured payment and click on it to open the payment details.
3. Click **Capture**.

## Transaction history and refunds

### Transaction history

Transaction history lets you view past transactions and initiate refunds directly on the device. You can control the scope of visible transactions.

- **`enabled`** (default): Displays transaction history on the device.
- **`disabled`**: Transaction history isn’t available on the device.

When enabled, you can set the scope of visible transactions:

- **`location`** (default): Transactions processed at the same Location are visible.
- **`all_in_person`**: All in-person transactions for the account are visible.
- **`all`**: All transactions for the account are visible, including online transactions. Recommended for unified commerce cases where you want to allow customers to buy online and return in store.

Transaction history lists transactions from the past 7 days. When you search, it returns matching transactions within the configured scope, regardless of date.

#### Dashboard

In the configuration, enable **Transaction history** and select the scope of visible transactions.

### Refunds

Enable refunds on the reader to allow initiating refunds directly from the transaction history. You can optionally require a passcode to authorize refunds.

- **`enabled`** (default): Refunds are available on the reader without a passcode.
- **`enabled_with_passcode`**: Refunds require a passcode to authorize on the reader.
- **`disabled`**: Refunds are not available on the reader.

Stripe restricts access to passcode management based on user roles. Only users with Super Administrator, Administrator, Terminal Specialist, or Developer roles can view passcodes. Only users with Super Administrator, Administrator, or Terminal Specialist roles can modify passcodes.

> Make sure your admin passcodes are secure and not easily guessable. Avoid common patterns like sequential numbers (12345) or repeated digits (11111).

#### Dashboard

In the configuration, enable **Refunds** and optionally set a passcode under **Refund settings**.

## Tipping

Enable on-reader tipping to let customers add a tip during the payment flow. You can configure tip amounts as percentages, fixed amounts, or allow custom tip entry.

#### Dashboard

Tipping has its own configuration section in the Dashboard.

1. From the [Terminal Locations](https://dashboard.stripe.com/terminal/locations) page, click **Manage locations**.
2. On the [Manage locations](https://dashboard.stripe.com/terminal/locations/manage) page, find the location you want to change.
3. In the overflow menu (⋯), click **Add configuration** or **Edit configuration**.
4. Use the filter to select **Tipping**.
5. Configure tip amounts as needed.
6. Click **Done**.
7. Click **Apply changes**.

For more details on tipping configuration, see [On-reader tipping](https://docs.stripe.com/terminal/features/collecting-tips/on-reader.md).

## See also

- [Accept payments with no code](https://docs.stripe.com/terminal/payments/standalone-mode.md)
- [Terminal configurations](https://docs.stripe.com/terminal/fleet/configurations-overview.md)
- [Manage locations and zones](https://docs.stripe.com/terminal/fleet/locations-and-zones.md)
