1. Navigate to Device Management in the Sidebar Menu.
2. Locate the Merchant's EPI followed by clicking the Vertical Ellipsis(⋮), then Edit Parameters.
Merchants Data Points:
- View important information such as EPI, store name, device name, device type, and processing platform to ensure you are in the correct account when editing.
POS Menu Config:
- Customize the Payment Touch Screen Menu the Merchant sees.
Merchant Logo:
- Upload a 150 X 150 .PNG file to be used on SMS and emailed receipts.
Map:
- View the Merchant's location on a map and street view based on the address in Merchant Management.
RAM:
- View available and used RAM on devices.
Memory:
- View available and used Storage on devices.
Connection:
- View connection type and signal strength on devices.
Battery:
- Power type displayed and battery percentage on devices
Tags:
- Add up to 5 tags as External identifiers for merchant profiles, devices, and transactions during merchant file build for deeper reporting.
Tip:
- Enable Tip functionality on Terminal.
Tip on Receipt:
- Allow Manual Tip entry on paper receipt.
Smart Tip:
- Suggested Tip options on receipt, with Tip Adjust required.
Tip on Screen:
- Suggested Tip options on Screen at Time of Sale.
Variable:
- Allows Suggested Tips to be Percentage Based or Dollar Amount.
Max Tip:
- Set maximum threshold for tips, default is 350% and $350, maximum is 9999% and $9,999.
Server/Clerk Details:
- Input server/clerk details for each EPI separately for proper function.
Receipt for Tip Adjustment:
- Option to Print Receipt after Tip Adjust.
Fixed Tip:
- Fixed Percentage or Dollar Amount added to each Transaction.
Tax:
- Enter State Tax percentage.
Include Tax for Cash:
- Include Tax on Cash Transactions.
Custom Fee:
- Enable or Disable Custom Fee (Cash Discount/Surcharge) on Transactions.
Enable for Debit:
- Apply Custom Fee to Debit Transactions.
Signature Debit Only:
- Apply Custom Fee to Signature Debit Transactions only. (Not PIN Debit)
Custom Fee Disclosure:
- Includes a Line Item on Amount Confirmation and Receipt communicating the inclusion of the Custom Fee on the Transaction.
Include Tip on Screen:
Include Tax:
Include Cash:
- Apply Custom Fee to Cash Transactions.
Cash Discount:
- Display Custom Fee Removal on Amount Confirmation and Receipt.
Show $0 for Card:
- If Custom Fee is Bypassed, communicate $0 charged for Custom Fee.
Show Remove Fee:
- Provides the Merchant with the ability to remove the Custom Fee on a per Transaction basis.
Custom Label:
- Create custom labels for your Custom Fee. Ex. Admin Fee
Default Surcharge Select:
- Range set for applying/removing the Custom Fee.
Tip:
- Enable Tip functionality on Terminal.
Tip on Receipt:
- Allow Manual Tip entry on paper receipt.
Smart Tip:
- Suggested Tip options on receipt, with Tip Adjust required.
Tip on Screen:
- Suggested Tip options on Screen at Time of Sale.
Variable:
- Allows Suggested Tips to be Percentage Based or Dollar Amount.
Max Tip:
- Set maximum threshold for tips, default is 350% and $350, maximum is 9999% and $9,999.
Server/Clerk Details:
- Input Server/Clerk details for each EPI separately for proper function.
Receipt for Tip Adjustment:
- Option to Print Receipt after Tip Adjust.
Fixed Tip:
- Fixed Percentage or Dollar Amount added to each Transaction.
Tax:
- Enter State Tax percentage.
Include Tax for Cash:
- Include Tax on Cash Transactions.
Custom Fee:
- Enable or Disable Custom Fee (Cash Discount/Surcharge) on Transactions.
Enable for Debit:
- Apply Custom Fee to Debit Transactions.
Signature Debit Only:
- Apply Custom Fee to Signature Debit Transactions only. (Not PIN Debit)
Custom Fee Disclosure:
- Includes a Line Item on Amount Confirmation and Receipt communicating the inclusion of the Custom Fee on the Transaction.
Include Tip on Screen:
Include Tax:
Include Cash:
- Apply Custom Fee to Cash Transactions.
Cash Discount:
- Display Custom Fee Removal on Amount Confirmation and Receipt.
Show $0 for Card:
- If Custom Fee is Bypassed, communicate $0 charged for Custom Fee.
Show Remove Fee:
- Provides the Merchant with the ability to remove the Custom Fee on a per Transaction basis.
Custom Label:
- Create custom labels for your custom fee. Ex. Admin Fee
Default Surcharge Select:
- Range set for applying/removing the Custom Fee.
Tip:
- Enable Tip functionality on Terminal.
Tip on Screen:
- Suggested Tip options on Screen at Time of Sale.
Max Tip:
- Set maximum threshold for tips, default is 350% and $350, maximum is 9999% and $9,999.
Tax:
- Enter State Tax percentage.
Custom Fee:
- Enable or Disable Custom Fee (Cash Discount/Surcharge) on Transactions.
Enable for Debit:
- Apply Custom Fee to Debit Transactions.
Custom Fee Disclosure:
- Includes a Line Item on Amount Confirmation and Receipt communicating the inclusion of the Custom Fee on the Transaction.
Include Tip on Screen:
Show Remove Fee:
- Provides the Merchant with the ability to remove the Custom Fee on a per Transaction basis.
Custom Label:
- Create custom labels for your custom fee. Ex. Admin Fee
Default Surcharge Select:
- Range set for applying/removing the Custom Fee.
Headers:
- Create custom or use default from file build.
Footers:
- Create custom or use default from file build
Disclaimers:
- Create custom or use default from file build
Settlement Report Detailed (Printed):
- Turn on/off Detailed Report printing with Settlement.
Settlement Report Tip (Print):
- Turn on/off Tip Report printing with Settlement.
Email Settlement Report:
- Turn on/off Settlement Report delivery to Merchant Admin email.
Hide Receipts Options:
- Disable Print or SMS full-screen prompt.
Paper Receipt:
- Turn On/Off Paper Receipt printing
SMS Receipt:
- Turn On/Off SMS Receipt delivery
Forced on Screen Signature:
- On/Off Force Signature on Terminal Touchscreen
Forced Signature Line:
- On/Off Force Signature Line on Printed Receipt. (Tip Adjust Required)
Receipt Options Merchant:
- Determine whether Merchant Copy of Receipt will Automatically Print, Prompt to Print or Don’t Print.
Receipt Options Customer:
- Determine whether Customer Copy of Receipt will Automatically Print, Prompt to Print or Don’t Print.
Receipt for Declined Transactions:
- Turn On/Off Printing of Receipt for Declined Transactions.
Headers:
- Create custom or use default from file build.
Footers:
- Create custom or use default from file build
Disclaimers:
- Create custom or use default from file build
Email Settlement Report:
- Turn on/off Settlement Report delivery to Merchant Admin email.
Note: Some Features may not be present due to Variations in devices
AVS:
- On/Off Address Verification for Credit Transactions
AVS Action:
- Approve and Notify or Decline when Incorrect information Provided in AVS process
Standby Time(VL110 Only):
- 1st Layer Power Save mode
Sleep Time(VL110/VL500 Only):
- 2nd Layer Power Save mode
External Pin Pad Support (VL100/VP100 Only):
- Activate and Power External Pin Pad when connected.
Amount Confirmation:
- Amount Confirmation display on Pin Pad
Disable PIN Debit:
- Not Allow PIN Debit Transactions
Descriptor(Virtual Terminal Only):
- Set Custom Information of Transaction Details
- Cash back on Debit:
- Allow Cashback on Debit Transactions
PIN Bypass:
- Bypass PIN on Debit Transactions
Display Logo:
Password for Refund / PreAuth:
- Password Restrict Refund / PreAuth Functionality
Split Payment:
- Ability to Split Payment into 5 Transactions equaling Total Transaction Amount.
Manual Card Entry:
- Enable Manual Entry for Credit Cards
Enable Manual for Debit:
- Enable Manual Entry for Debit Cards
EBT Cashback:
- Enable Cashback Functionality for EBT Transactions
Batch out Time:
- Determine Ability to Automatically Batch at a Specified Time or Manually Batch
QSR:
- Remove Necessity of Signature and Receipt Printing in High Transaction Volume Locations to increase productivity
POS Integrations:
- TCP & Web Socket Compatibility
Disable All Passwords:
- Disable All Password Prompts on Terminal
Presale QR Allowed:
- Print a QR Code on Presale Receipt to create an additional method of capturing payment.
Default:
- Credit / Debit / Cash / EBT / Gift - HomeScreen (Edit via POS Menu Config)
Dual Pricing:
- Card / Cash / EBT - HomeScreen (Edit via POS Menu Config) (Dual Pricing uses BIN Detection to differentiate between Credit Cards and Debit Cards)
BIN-Based Surcharge:
- Card Type being determined by using BIN detection.
Survey:
- Allows Customers to rate their experience through smiley icons expressing their experience. This feedback is collected into the Customer Engagement section of theMerchant Portal.
Additional Input 1 and Additional Input 2:
- Additional Inputs that allow more information to be collected regarding the transaction. The labels are customizable.
Ex. label = Invoice #
Minimum Character Count: 0
Maximum Character Count: 15
Numeric Characters Allowed: Yes
Alphanumeric Characters allowed: Yes
Presale QR Disclaimer:
- Customize a disclaimer presented to the Customer when a Pre Sale ticket is created along with a QR code that allows the transaction to be processed via web portal as well.
Create Custom Disclaimer for VT Credit Sales
Create Custom Disclaimer for E Invoice Credit Sales
Create Custom Disclaimer for VT Debit Sales
Create Custom Disclaimer for E-Invoice Debit Sales
Contact Us:
- View ISO/Sub-ISO contact details.
Call me back:
- Ability to allow support Ticket creation from Terminal.
Reset Managers Password:
- Reset Custom passwords to the last 4 of the EPI.
Note: All Parameter Changes Saved Require a Package Download on the Device to Reflect Changes
Performing a Package Download:
VL100/VL110/VP100 = Favorites (★) > 6.Package Download > OK
VL500/VP500 = Menu Button > Updates > ENTER