Terminal Guide
How to change your supervisor pin
To change your pin, please click on settings bottom right and then click on change supervisor pin. You will be asked to enter your current pin, before creating a new four digit pin and then being asked to type it in once more to confirm the new pin.
How to add gratuity
In order to add a tip, put in the total bill and press continue. Tip amount is naturally set to 0%, but if you click on edit, you can choose based on a percentage or a custom amount.
How to login
To login, enter your four digit pin and then press continue.
How to take a pre auth payment
To take a pre authorisation payment, click on the three lines on the top right and then click on preauth. From here, you type in the amount and press continue. You can then reprint the receipt or send it in an email, or simply finish.
If you want to check your pre autorisations, refresh your transactions and it should appear. If you click on the transaction, you will be able to see some key data and if you click on charge card then you will be able to complete the pre authorisation and take the payment.
How to add a reference
Below the amount, click on add reference, here you can type in the reference name and then press confirm.
How to process a refund
To process a refund, click on the transaction and then click refund, you’ll be asked for confirmation, click yes and the refund will go through.
How to configure your reports
To filter your reports, click on reports in the bottom menu and then click on either date range or type at the top. The date range can be set to whatever date range you prefer and then press confirm to see the filtered results.
If you click on type, you will be able to filter by either Z or X reports, or press reset top right to return to your original settings.
How to set your email address
To set your email address, click on settings and then click on email address under general. Enter your email address and then press confirm to set it.
How to change between light and dark mode
To change between light and dark mode, press on settings and then appearance, where you will be able to choose your preferred option between light and dark mode. If you wish to return to the original settings then click on Appearance and device settings.
How to choose if split payments is on by customers or amount
To choose if split payments is on or off, click on settings bottom right and then till under screen preferences. Here you will find split payment options where you have split by customers and split by amount. If you toggle this left, it will remove the option, therefore when you go to complete a transaction, the only split payment options visible will be the ones you have toggled on.
This can easily be changed back simply by sliding the toggle to the right where it will change from grey to green.
How to split bill by amount
To split the bill by an amount, put in the total cost and press continue, then next to split payment click on by amount. You can then input the amount for the first person to pay and continue followed by pay.
After this, you will see the remaining amount that still requires payment, so enter the figure you want the second customer to pay and then press pay. Once the bill comes to zero, it will state all payments complete.
How to split bill by customer
Enter the total bill amount and press continue. Next to split payment, click on by customer. You then have to enter the amount of customers the bill is being split between. This will automatically work out the individual bill so you can charge each person separately.
How to sync your device after a drop of connectivity
Click on settings bottom right and under system, click on sync.
Till options available
Click on the three lines top right to see till options, including take payment, refund, reverse last transaction and preauth.
How to turn on/off summary of daily transactions
While on transactions, click on the button next to summary to toggle it on or off, the green light highlighting that it’s on.
How to view transactions
Click on transactions in the bottom menu to see a full list, while you can click on the individual transaction for more details such as the date and the ability to print or email a receipt.
How to filter your transactions
To filter your transactions, click on transactions at the bottom and then at the top you have a number of filtering options, such as by date range. This can be set for today, yesterday, this year or a custom range of your choice.
You can also filter by source, such as whether it’s from a POS, a virtual terminal or a custom payment. Plus you can filter by type, status, scheme, pan, device or reference.
How to run an X report
Click on reports in the bottom menu and then create report, followed by check totals.
How to run a Z report
Click on reports in the bottom menu and then create report, followed by settle batch. You will be asked to confirm as this will close the batch. You can then view the report or print. Click on view report to then see the Z report.
How to take a payment
Enter the amount on the terminal then press continue, you can add a tip or split payments or simply press pay to complete the payment.
How to turn off functionality that you do not want visible
Click on settings bottom right and then choose the area you want to change visibility on, such as till. You can change visibility on individual aspects or disable all till visibility, the same for transactions or reports.
The green light on the toggle shows it’s on, or flick it to grey and that functionality will no longer be accessible on the terminal.
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