Contents
Payment Transactions
Sales Screen
Merchants have the ability to input the desired charge amount and select the tender on their home screens. Additionally, they can include taxes, fees, and discounts in this process.
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Process a Sale
This is the situation wherein merchants process card payments, through card insertion, swiping, or tapping.
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Refunds
Refunds can be done directly from the terminal.
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Taxes, Discounts and Fees
On the sales screen, taxes and fees that apply automatically are displayed, and merchants can tap on the discount/fee amount to adjust it as needed.
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Surcharge
On the sales screen, merchants will also see the credit card surcharge displayed if they choose the credit card tender option during payment processing.
If you believe the percentage to be incorrect and would like it to be changed or removed, please contact our 24-hour support line or send our support an email.
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Reports
Sales Summary
On this screen, merchants can view a list of all their sales orders and have the option to organize them by tenders.
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Search and Filter Orders
Merchants can utilize order search and filters to search their orders through various fields and filter them based on different parameters.
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Batching and Settlements
Tip Adjustments
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Batching / Settlement
Closing a batch involves finalizing and reconciling all transactions processed within a specified time frame, typically at the end of a business day or shift.
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Tip Report
Settings > Manage Batch > Batch History > Tap on individual closed batches.
In addition to the capability of printing the close batch report, this flow offers merchants the option to generate and print tip reports specifically for individual servers. This functionality enables merchants to access detailed breakdowns of tips earned by each server during the specified batch period.
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