1. Navigate to Device Management in the Sidebar Menu.

2. Locate the Merchant's EPI followed by clicking the Vertical Ellipsis(⋮), then Edit Parameters.

Edit Parameters

POS MENU CONFIG

Card (Credit on Default Homescreen; Card on Dual Pricing and BIN Based Surcharge)

• Sale / Void / PreAUTH / Ticket / Refund / PreSale

Debit

• Sale / Refund

Cash

• Sale / Refund

Tip, Tax & Fee

Tip

• Tip Option
  • Max Tip Range
    Max tip percentage customers can leave merchants. Set in % and $ amounts.
  • Smart Tip
    Print 4 tip suggestions on receipt (percent and dollar amount).
  • Tip on Screen
    (Prompt on terminal during transaction for customer to select tip. Can be set to Percentage, Dollars, or Variable( Set 4 % and $ amounts that display at a specific dollar amount transaction)
  • Tip On Receipt
    Displays the Tip amounts or percentages on the receipt.
  • Fixed Tip
    Applies a set tip amount to each transaction (percentage or dollar amount).
  • Server/Clerk Setup
    Create Server ID’s for all servers.
  • Receipt For Tip Adjust
    Print receipt when Tip Adjust is performed.

Tax

• Tax Option
  • State Tax
    Sets tax per transaction (ranges from 1% - 15%).
  • Include Tax For Cash
    Enables tax per Cash transaction (ranges from 1% - 15%).

Receipt

• Header/Footer
  • Header
  • Footer
  • Disclaimer
• Batch
  • Print Reports
    Enable What report(s) you want to be printed when the batch is settled.
    • Detailed Report
      The detailed settlement report will be printed when the batch is settled.
    • Summary Report
      The summary settlement report will be printed when the batch is settled.
    • Settlement Report Tip
      The detailed settlement report will be printed when the batch is settled.
    • No Transaction Report
      No Transactions to Settle will be printed if there is no Settlement Report to print.
  • Email Report
    Settlement reports that are enabled will be emailed when the batch is settled.
  • Print Option
    • Delivery Options
      • Hide Receipt Option
        Hide the 2 options SMS and Paper From showing on the screen.
      • SMS Receipt
        Allows SMS receipt to be sent.
      • Paper receipt
        Allows paper receipts to be printed.
      • Receipt for Declined Transaction
        Select whether or not to print a decline receipt when transactions decline.
    • Signature Options
      • Force On Screen Signature
        Forces signature prompt on screen during transaction.
      • Forced Signature
        Forces signature line to be printed on receipt.
    • Print Options
      • Receipt Options Merchant
      • Receipt Options Customer

Terminal & Transactions

• Display Option
  • Standby Mode/Timer
• Batch Option
  • Batch Out
    Will settle the current day’s batch automatically. (If set to yes you you can set the Time of Batching out in 30min intervals.
• Transaction
  • Display Option
    • Split Payment
      Splits the transaction between (up to) 5 people, both evenly and unevenly.
    • Manual Entry on Credit
      Allows manual card entry for Credit transaction.
    • Manual Entry on Debit
      Allows manual card entry for Debit transaction.
    • Generate QR
      Generate QR Code on Receipt for Pre Sale Transactions.
    • QSR(Quick Serve Restaurant)
      Removes the need for signature as well as removes Receipts for transactions under a specific dollar amount.
    • Cash Back on Debit
      Enables Cash to be requested by the customer when using debit cards.
    • Disable All Password
      Remove Password Requirement for Restricted Functions.
• Security Options
  • AVS
    Address Verification Service
  • AVS Fail Action
    If Incorrect Details Are Present choose whether to Deny or Successfully Transact and notify the Merchant of the discrepancy with card details.
  • Password for Refund
    Prompt for password when a refund is being attempted.

Data Collection

• Survey
  • Custom Label for Discount.
    Prompt for customer to provide feedback for merchant via 4 emojis.
• Additional Input
  • Additional Input 1
    Additional data collection for merchants (invoice no, stock no, etc.).
  • Additional Input 2
    Additional data collection for merchants (invoice no, stock no, etc.).
• Disclaimer
  Custom Label for Pre-Sale Ticket

Support

• Support
  • Contact Us
    Enable the merchants ability to see Help Desk Numbers.