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

These are visible only by the ISO

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.

Custom Fee

• Custom Fee Option
  • Label
    Enter what you would want the custom fee amount to be labeled as.
  • Include Differential
    Present Custom Fee on variable Transaction features (ex. Debit Transactions, Tips, Tax...)
  • Include Cash
    Select if the custom fee is also applied to cash transactions.
  • Cash Discount
    Will show the price if the customer uses a credit card versus paying in cash.
  • Show Option To Remove Custom Fee
  • Disclosure of Differential
    Removes line item for the Non-Cash Charge.
  • Show Discount For Card
    Displays Discount for Card on Receipt

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

• Terminal
  • Pinpad Support
    • Enable Pin Pad
      Will power on pin pad (VL300/VP300) if connected.
  • Display Option
    • Standby Mode/Timer
    • Display Logo
      Select to display a logo on the terminal( If enabled you can select for the Logos added to your ISO account)
    • Sleep 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.
    • Disable PIN Debit
      Disables the terminals ability to take PIN for Debit cards.
    • Cash Back on Debit
      Enables Cash to be requested by the customer when using debit cards.
    • Pin Bypass
      Enables the ability to bypass the Pin Entry Request.
    • Disable All Password
      Remove Password Requirement for Restricted Functions
    • Card Present Prompt For Manual
      Present Notification requesting Customer to present card when Manually Entering Transactions.
    • QSR(Quick Serve Restaurant)
      Removes the need for signature as well as removes Receipts for transactions under a specific dollar amount.
    • Manual Entry on Credit
      Allows manual card entry for Credit transaction.
    • Manual Entry on Debit
      Allows manual card entry for Debit transaction.
    • EBT Cashback
      Enables Cash to be requested by the customers when using EBT cards.
    • Valor Connect
      Enable Valor Connect functionality on Terminal.
    • Generate QR
      Generate QR Code on Receipt for Pre Sale Transactions.
  • Integration
    • POS Integration
      Enable the terminals ability to connect to a POS System.
      • Amount Confirmation
        Enable the terminal to show the amount confirmation screen from the POS System.
      • Hide IP
        Hide local IP Address of the Terminal.
      • Connection Type
        Select how the terminal will be connect to the POS System.
  • 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.

Homescreen

• Application Option
  Toggle between Default Homescreen, Dual Pricing Homescreen, and BIN Based Surcharge Homescreens.
  • Default Homescreen
    • Validate Fee
      Communicates the Fee being applied on the Card.
  • Dual Pricing Homescreen
    • Amount Confirmation Before Card Prompt
      Select if the merchant will get a message on screen asking them to confirm the amount of the transaction.
    • Present Device to Customer
      Select if the merchant will get a message on screen to pass the terminal to the customer for them to confirm the amount.
    • Remove Sub Total
      Select if the terminal displays the Sub Total at the top of the main screen.
    • Entered Amount
      Determine whether the keyed-in Transaction amount is the Card Price or the Cash Price.
    • Validate Fee
      Communicates the Fee being applied on the Card.
    • Password For Cash
      Requires Password for all Cash Transactions
    • Show Pricing On Receipt
      Show Price Differencing on the Receipt
    • Show Savings
      Show Custom Message regarding Cash Savings
    • Show Card Cash Pricing
      Show Card Price vs Cash Price on Receipt
  • BIN Based Surcharge
    • Amount Confirmation Before Card Prompt
      Select if the merchant will get a message on screen asking them to confirm the amount of the transaction.
    • Validate Fee
      Communicates the Fee being applied on the Card.
• Custom Fee Option
  • Label
    Custom Label for Surcharge, Cash Discounting or other programs.
  • Disclosure of Differential
    Removes line item for the Non-Cash Charge.
  • Include Cash
    Select if the custom fee is also applied to cash transactions.
  • Show Discount For Card
    Custom Label for Discount.

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.
  • Call Me Ticketing Option
    Enable the merchants ability to create Support Tickets From the terminal.
  • Reset Manager Password
    Resets the manager password to the Last 4 of the EPI once download is competed will return to the off position.

Save: Commits any changes made in Device Management.

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
RCKT = Settings Button > Updates