Terminal Setup
Configure refunds, users, language, receipts, split payments, and tips
Open it by tapping the Settings tab in the top navigation bar. You will find six independent modules.
Refund Settings
Controls whether cashiers can process refunds from the terminal and whether they need a supervisor’s authorization to do it.
| Parameter | Description |
|---|---|
| Enable Refunds | Turns the ability to process refunds from the terminal on or off |
| Require Supervisor Approval | When on, the cashier must enter administrator credentials to confirm every refund. Recommended at merchants with several cashiers |
User Management
Create and manage the cashiers who can sign in to the terminal. Each one has their own name, PIN and access level.
Add a cashier
Tap Add User at the bottom of the screen and fill in the fields:
| Field | Description |
|---|---|
| Name | The cashier’s name. It appears in reports filtered by employee |
| PIN | Personal numeric code to sign in to the terminal |
| Administrator Access | Grants access to Settings and the ability to authorize refunds |
Tap Add User to confirm.
Language
Changes the interface language for every user of the terminal. Available in Spanish, on by default, English and Portuguese. The change applies immediately and only one language can be active at a time.
Receipt Settings
Defines whether the terminal prints receipts automatically at the end of every payment, and how many copies it produces.
| Parameter | Description |
|---|---|
| Enable Receipts | Turns automatic printing at the end of a payment on or off |
| Number of copies | How many prints per transaction. Defaults to 1 |
| Customer Copy | Prints only the cardholder’s copy |
| Merchant Copy | Prints only the copy for the business’s records |
| Both | Prints both copies on every transaction |
Tap Save and Apply to confirm the changes.
Split Payment Settings
Enables the split payment flow, which lets you divide a sale amount into several sequential payments, in equal or custom parts. It is the standard flow at restaurants where several diners pay one check with different cards.
Each payment in the series is processed as an independent transaction, with its own Ticket # and its own receipt. The app subtracts from the total until it is fully covered.
Tip Settings
Defines how tip options are presented to the customer during the payment flow. The administrator picks the type and configures three quick options.
Tip type
| Type | Description |
|---|---|
| Percentage | Options are calculated as a percentage of the sale amount, for example 10%, 15% and 18%. Useful when the tip scales with the total |
| Fixed amount | Options are values independent of the total, expressed in the currency configured on your terminal |
Quick options
Configure three values that will appear as buttons on the Add Tip? screen. On top of those three, the customer always sees Custom, to enter a free amount, and No Tip.
Use Preview to see how the options will look before saving. Tap Save and Apply for the changes to take effect.
Process a payment
With the terminal configured, review the full card payment flow.
Refunds and Auth & Capture
Learn how to process refunds and manage pre-authorizations from the terminal.
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