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.

Terminal settings screen

Refund Settings

Controls whether cashiers can process refunds from the terminal and whether they need a supervisor’s authorization to do it.

Refund settings screen

ParameterDescription
Enable RefundsTurns the ability to process refunds from the terminal on or off
Require Supervisor ApprovalWhen 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.

User management screen

Add a cashier

Tap Add User at the bottom of the screen and fill in the fields:

FieldDescription
NameThe cashier’s name. It appears in reports filtered by employee
PINPersonal numeric code to sign in to the terminal
Administrator AccessGrants access to Settings and the ability to authorize refunds

Add user screen

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.

Language selector

Receipt Settings

Defines whether the terminal prints receipts automatically at the end of every payment, and how many copies it produces.

Receipt settings screen

ParameterDescription
Enable ReceiptsTurns automatic printing at the end of a payment on or off
Number of copiesHow many prints per transaction. Defaults to 1
Customer CopyPrints only the cardholder’s copy
Merchant CopyPrints only the copy for the business’s records
BothPrints 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.

Split Payment settings screen

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

TypeDescription
PercentageOptions are calculated as a percentage of the sale amount, for example 10%, 15% and 18%. Useful when the tip scales with the total
Fixed amountOptions are values independent of the total, expressed in the currency configured on your terminal

Tip settings screen

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.