QuickSale 2.0 App User Guide

3. Registration

1. Getting Started

Open the app on your device, and you’ll be prompted to enter your registration credentials.

2. Credentials

• Manual Entry: Enter your license number and phone number in the respective fields to register and access the app. Accurate information is crucial for a successful registration process.
• Scan QR Code: Alternatively, click the Click to Scan QR Code option to scan a QR code containing your registration credentials. This feature simplifies the registration process by auto-filling your details and automatically submitting them without the need for further action.

3. Submit

• If you’ve entered your details manually, click Submit to complete the registration process and log into your account.
• For QR Code registration, submission is automatic, and you will be logged in without additional steps.

Note: Admin users are not required to log in and can access the app immediately after registration without creating new user accounts. However, to add new users and assign different or restricted permissions, admin users must follow the steps outlined below.

1. Admin Login and Setup

After registration, the admin must:

• Set up their password. Refer to the Configuration section.
• Add a new user. Refer to the User Management section.
• Set permissions for the new user, specifying access levels and roles, such as Cash Management, Reports, Security, and others.
• After configuring the new user, the admin can exit the app.

2. New User Login

Once the admin has added the new user and set the necessary permissions, the new user can log in using their login credentials (UserName and Password) on the User Login screen.

The login interface appears as follows:

• UserName: Enter the provided username.
• Password: Enter the provided password.
• If the user forgets the password, they can click Forgot Password? to reset it.

Upon successful login, the user is directed to their dashboard.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the preferred tender type. Credit in this case.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the tender type as a Gift/Loyalty.
• Swipe the gift card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the tender type as a Debit.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Selecting Cash Back Amount

• Select the predefined cashback amount or enter the other cashback amount and confirm.

4. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

Note: Cashback is a feature of Debit Sale transactions. To enable the cashback:

1. Channel/Merchant must have PIN enabled.
2. The Debit tender type must be enabled.
3. Cash Back in Debit must be enabled.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the tender type as Cash.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

1. Enabling Tip
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Optional Prompts
   • Enable the tip option if it’s not already enabled.
2. Processing a Sale with Tip
   • Open the QuickSale 2.0 app.
   • Select Sale from the menu options.
   • Input the charge amount and confirm.
3. Selecting Tip Percentage
   • After entering the charge amount, select the tip percentage.
   • Click Submit to proceed.
4. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
5. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

Processing Sale with Tax

1. Enabling Tax
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Optional Prompts
   • Enable the tax option.
2. Processing a Sale with Tax
   • Open the QuickSale 2.0 app.
   • Select Sale from the menu options.
   • Input the charge amount and confirm. Tax will be automatically calculated based on your tax settings in the Configuration section.
3. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
4. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

1. Enabling Surcharge
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Fee Program
   • Enable the Fee Program by checking the check box.
   • Select Surcharge from the dropdown and configure the surcharge settings.
2. Processing a Sale with Surcharge
   • Open the QuickSale 2.0 app.
   • Enter the charge amount or select Sale from the menu options.
   • Input the charge amount and confirm.
     Note: Surcharge will get automatically applied to the sale amount.
3. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
4. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

1. Enabling Cash Discount
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Fee Program
   • Enable the Fee Program by checking the check box.
   • Select Cash Discount from the dropdown and configure the cash discount settings.
2. Processing a Sale with Cash Discount
   • Open the QuickSale 2.0 app.
   • Select Sale from the menu options.
   • Input the charge amount and confirm.
3. Selecting Cash Discount Type
   • After entering the charge amount, you’ll be prompted to choose the cash discount type:
     • Card: Adds the cash discount fee to the sale amount.
     • Cash: Does not add the cash discount fee to the sale amount.
4. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
5. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the preferred tender type. Credit or ACH in this case.
• Upon selecting the tender type, enable the Recurring Payment checkbox when the pop-up appears.

3. Configuring Recurring Payment

• After enabling Recurring Payment, fill out the required details:
  • Frequency: Choose from options such as Daily, Weekly, Biweekly, Monthly, Quarterly, Semi-Annually, or Annually.
  • Number of Payments: Enter the total number of payments for the recurring transaction.
  • Effective Date: Select the start date for the recurring payments.
• Click Confirm to proceed with the recurring payment setup.

4. Processing Payment

• Tap/insert the card for automatic entry (if using Credit). For ACH, enter the necessary bank account details manually.

5. Approval and Receipt

1. Once approved, you’ll receive a confirmation message.
2. Collect the customer’s signature, email, and phone number.
3. Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
4. Select Done to complete the transaction.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• A list of tender types will appear. Tap on Credit to select the credit card payment option.
• Upon selecting the tender type, enable the Purchase Card checkbox when the pop-up appears.

3. Providing Purchase Card Details

• After enabling the Purchase Card checkbox, complete the required details in the prompted fields:
  • Purchase Code: Enter the relevant purchase code provided by the cardholder or organization.
  • Tax Exempt (if applicable): If the transaction is tax-exempt, check the box for tax exemption.
• After entering the required information, select the Confirm button to proceed.

4. Processing Payment

• Tap/insert the card for automatic entry.
• Ensure that the purchase card is used for the transaction.

5. Approval and Receipt

1. Once approved, you’ll receive a confirmation message.
2. Collect the customer’s signature, email, and phone number.
3. Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
4. Select Done to complete the transaction.

Processing a Refund

1. Accepting Payment
   • Open the QuickSale 2.0 app.
   • Select Refund from the menu options.
   • Input the refund amount and confirm.
2. Choosing Tender Type
   • Select the preferred tender type.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
3. Approval and Receipt
   • Once approved, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

1. Accepting Auth Only

• Open the QuickSale 2.0 app.
• Select Authorize from the menu options.
• Input the Auth Only amount and confirm.

2. Choosing Tender Type

• Select the preferred tender type.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

Steps to process Capture

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Capture from the menu options.
• Input the Force amount and confirm.
• Enter the Approval Code obtained during the Authorize.
  Note: Approval code is present in the Authorize receipt or can also be obtained from the customer’s email if the email was provided during Authorize.

2. Choosing Tender Type

• Select the preferred tender type.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

A refund can be initiated for various reasons, such as the product not meeting the customer’s expectations, a defect or damage in the product, or any other issue that prevents the customer from using or enjoying the product or service as intended. Refunding a sale is an important part of customer service, as it helps to maintain a good reputation and build trust with customers.

Note: You can also initiate a refund from the Transaction Logs by selecting the sale and clicking the Refund button without entering the card details.

Steps to Refund

4.1 To refund the amount, click Refund.

4.2 Enter the refund amount and click OK to proceed.
Note: You can either partially refund the amount or fully refund the amount depending on a particular case.

4.3 Once the refund is approved, you will receive a confirmation message containing the Approval Code.

When a sale is voided, the transaction is essentially nullified, and any money paid by the customer is refunded or credited back to their account. The voiding process may vary depending on the specific payment method and system used but typically involves reversing the payment and updating records to reflect the canceled transaction.

Steps to process Void

4.1 To void the transaction, click Void and then click Yes to confirm the Void.

Note: You can void a sale within 24 hours only. After 24 hours time window, you will not see the option to void a sale.

4.2 Once the void is approved, you will receive a confirmation message containing the Approval Code.

Balance Inquiry

Balance Inquiry is a transaction type that allows users to check the available balance of a specific gift card or account linked to the payment processing app. This feature provides users with instant access to their balance information.

Steps to process Balance Inquiry

1. Open the QuickSale 2.0 app.
2. Select Balance Inquiry from the menu options.
3. Swipe your card or enter card details manually by selecting the Manual option.
4. Once approved, you will receive a confirmation message along with the balance details.

Steps to process Cash Advance

1. Accepting Cash Advance

• Open the QuickSale 2.0 app.
• Select Cash Advance from the menu options.
• Input the amount and confirm.
• Swipe the card and enter the PIN

2. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

Activate Card

Activate Card is a transaction type that enables users to activate a new gift card they have received. Users need to enter card details into the app to complete the activation process.

Steps to process Activate Card

1. Open the QuickSale 2.0 app.
2. Select Activate Card from the menu options.
3. Swipe the card to autofill or enter the card number and click Confirm.
4. Once the card is successfully activated, you will receive a confirmation message.

Void

To void a transaction, follow these steps:

• Select the transaction that you want to void.
• Once the transaction is selected, click Void.
• The system will process your void request and seek approval. Wait for a moment while the system confirms the void request.
• Once the void is approved, you will receive a confirmation message displaying the Approval Code.

Offline Transactions

Offline transactions can be completed even when there is no connectivity to the payment gateway or other online services. Charge Anywhere allows the merchant to store payment data locally and then transmit it to the payment server once connectivity is restored.

While offline transactions can provide a convenient solution for businesses and customers in certain situations, they do pose some risks. For example, offline transactions may be more susceptible to fraudulent activity since they are not immediately processed and verified by the payment gateway. Additionally, they may take longer to process and settle, which can impact cash flow and reconciliation processes for businesses.

You can view your offline transaction history by tapping Offline Transactions in the menu bar. This will show you a list of all your recent offline transactions.

1. You can view your authorized transaction history by tapping the Authorized Transactions button in the menu bar. This will show you a list of all your recent authorized transactions.

2. Select the transaction which you want to settle. You will see the following three options along with the transaction details:

• Set Final Amount
• Void
• Capture

3. Set Final Amount: Use this option to modify the amount that has to be captured.

• To modify the final amount click Set Final Amount.
• Enter the new amount that needs to be captured.
• Click OK.
• Once done, you will receive a successful response stating “Transaction Updated”.
• Click OK and proceed to capture the amount.

1. This section gives you the Credit Net Total for the current batch from different tender types.

2. Click the three dots icon present at the top right corner. You will see the following options:

• Report
• Print
• Email
• Close Batch

2.1 Reports: The Reports section offers a range of transaction reports to provide valuable insights into business operations and financial data.
You can fetch the following reports:

• EDC Summary
• EDC Daily
• EDC Daily Detail
• Brand Summary
• Brand Daily
• Brand Daily Detail
• Clerk Summary
• Clerk Daily
• Clerk Daily Detail

8. Configuration

Configuration settings enable you to set up various options and parameters to customize the behavior and functionality of the app. These settings include the following options:

• Set Up Options
• Batch Management
• Security
• Support

Before you start configuring the Quicksale app, you need to set up a PIN and create your username and password from the app.

Note: By default, Manager Override is enabled in the settings, necessitating the use of a PIN for authentication instead of a password. The default PIN is ‘12345678.’ Additionally, merchants can change the default PIN in the STEM configuration of the Partner Portal.

Password Setup

To enable username and password you need to disable Manager Override by navigating to Configuration -> Security -> Fraud Control -> Allow Manager Override

1. To set up your password, follow these steps:
   • Click Set Up Options, which will redirect you to a new screen.
   • Provide your username and password. The default username is ‘admin,’ and the default password is your phone number.
   • Enter these details and click the Submit button.
2. Upon submission, a pop-up window labeled Password Expired will appear. Click the Update Now button to create a new password.
3. Enter your new password, confirm the password, select a security question, and provide the corresponding security answer. Then, click the Save button to store the new password securely.

Set Up Options

This section will help you customize several options including tax rates, tips, cash discounts, user management, receipt options, etc.

• From the menu options, go to Configuration -> Set Up Options.
• Next, you will need to enter the PIN or provide your user credentials, including the username and password.
• Once you have successfully logged in, you can start configuring the QuickSale 2.0 app.

• Clerk# Prompt: Checkbox prompt that asks the user for clerk attribute during the transaction.
• Clerk# Text: Dropdown for text input for clerk attribute.
• Clerk# Required: Checkbox that, when enabled, mandates entering the clerk attribute during the transaction to proceed.
• Clerk Name Prompt: Checkbox prompt that asks the user for the clerk name during the transaction.
• Clerk Name Text: Text input for clerk name text.
• Clerk Name: Text input for clerk name.
• Enable QuickBooks Integration: Checkbox that enables QuickBooks integration.
• Customer# Prompt: Checkbox prompt that asks the user for the customer name.
• Customer# Required: Checkbox that, when enabled, makes entering the customer number mandatory for completing the transaction.
• Invoice# Prompt: Checkbox prompt that asks the user for the invoice number.
• Invoice# Text: Dropdown for text input for invoice number.
• Invoice# Required: Checkbox that, when enabled, mandates entering the invoice number during the transaction to proceed.
• Tax Prompt: Checkbox prompt that asks the user for tax during the transaction.
• Tax Mode: Dropdown that allows the user to choose tax mode (Auto or Manual).
• Tax%: Text input for tax percentage.
• Tax Presentation on Receipts: Checkbox that enables tax presentation on receipts.

• Tip Options: Dropdown that allows the user to select one of the following tip handling modes.
  • No Tips: Option to disable tipping functionality during the transaction. No tip will be prompted or added.
  • Customer Tips in Terminal & Complete Transaction: Option where the customer is prompted to enter the tip directly in the terminal. The tip is added to the total, and the transaction is completed in one step.
  • Customer Tips in Terminal & Merchant Can Print Tip on Receipt: Option where the customer enters the tip in the terminal, and the merchant can print the tip amount on the receipt for record-keeping.
  • Tip on Receipts Only: Option to allow the customer to add a tip after the transaction by writing it on the printed receipt. The merchant can then set the tip amount based on the customer’s input on the receipt. The sale and tip amounts are captured together as part of the authorized transaction.

• Tip Mode: A dropdown that allows the user to select the method for calculating the tip during the transaction. The available options in this dropdown are:
  • Percentage: The tip is calculated as a percentage of the transaction amount. The percentage value can be set by the user.
  • Amount: The tip is entered as a fixed amount by the user or customer.
• Immediately Upload Finalized Auth: Checkbox that, when enabled, uploads finalized transactions immediately.
• Close Open Auths When Batching: Checkbox that, when enabled, closes any open authorizations during batching.
• Immediately Upload Tipped Sale: Checkbox that, when enabled, uploads finalized tipped sales immediately.
• Close Untipped Sales When Batching: Checkbox that, when enabled, closes sales without tips during batching.
• Show Suggested Tip: Checkbox that, when enabled, displays tip suggestions on the receipt to the customer.
• Auto Launch Application: Checkbox that, when enabled, automatically launches the application at startup.

Transaction Settings enables you to customize several options related to transactions. Here is a brief description of each field along with their corresponding sub-options.

• Signature Capture: This field contains three sub-options – Electronic Signature, Paper Signature, and No Signature. It specifies whether the transaction requires a signature, and if so, whether it will be captured electronically or on paper.
• No Response Action: This field contains three sub-options – Ask to Store Offline, Ask to Store Offline, and None. It specifies the action to take when no response is received from the customer during the transaction.
• Enable Offline: This field enables offline transactions, allowing transactions to be processed when a network connection is not available.
• Enable Contactless: This field enables contactless payment options.
• Display Confirmation: This field specifies whether the confirmation screen will be displayed after the transaction.
• Purchase Cards Enabled: This field specifies whether purchase cards are enabled for the transaction.
  Note: This is only applicable to transactions with the credit tender type.
• Show Subtotal: This field specifies whether the subtotal will be displayed during the transaction.
• Batch Close Default Print Format: Specifies the default report format for printing when closing a batch.
• Tax on Reports: Includes tax details in the transaction reports.
• Tip on Reports: Includes tip details in the transaction reports.
• Fee on Reports: Includes fee details in the transaction reports.

Fee Program lets a merchant pass the cost of payment processing fees to the customer as an additional charge on top of the original transaction amount.

Fee programs are of five types:

• Surcharge
• Service Fee
• Convenience Fee
• Dual Pricing
• Cash Discount

Fee Program Rules:

• Surcharge
  • The default label is Surcharge but merchants are allowed to specify a different label
  • Charge Anywhere sends the value to the processor (gateway)
  • Charge Anywhere prints the value on the receipt and details
  • The default mode is percent
• Service Fee
  • It is only allowed to be called Service Fee
  • Charge Anywhere sends the value to the processor
  • Charge Anywhere prints the value on the receipt and details
  • The default mode is percent
  • It is only allowed for specific MCCs (N/A)
• Convenience Fee
  • It is only allowed to be called Convenience Fee
  • Charge Anywhere prints the value on the receipt and details
  • Charge Anywhere does not send the value to the processor
  • The default mode is amount
• Dual Pricing (value entered is the cash value and the total amount is increased by fee )
  • The default label is Dual Pricing but merchants are allowed to specify a different label
  • Charge Anywhere does not send the value to the processor
  • Charge Anywhere does not print the value on the receipt and details
  • The default mode is percent
• Cash Discount (value entered is the card value and the total amount is decreased by fee)
  • The default label is Cash Discount but merchants are allowed to specify a different label
  • Charge Anywhere does not send the value to the processor
  • Charge Anywhere does not print the value on the receipt and details
  • The default mode is percent

To access the Equipment Set Up feature, follow these steps:

1. Tap on the three horizontal lines icon located at the top left corner of the screen.
2. From the menu that appears, select Configuration.
3. In the Configuration section, choose Set Up Options.
4. Within Set Up Options, select Equipment Set Up.

Supported Devices

The following devices are supported in the QuickSale 2.0 app:

• WizarPOS: Q2, Q3, Q2 Premium
• Miura: PTS3, PTS5
• Datecs: Bluepad-50+, Bluelite V2, Bluelite V4, Bluecash-50
• VP3300

Add User: This field specifies the option to add a new user to the system. Click the Add User button to add the new user. Fill out the form with the user’s information and click Save to create a new user account.

View/Edit Permissions: This section allows you to manage user-specific permissions. You can enable or disable various permissions for different features, such as Admin Features, Cash Management, Reports, and others. This feature ensures that users have the appropriate access levels based on their roles.

Note: To add a user, the username should be at least 6 characters long and the password should be at least 8 characters with a capital letter, a lowercase letter, and a number.

Edit User: This field specifies the option to edit an existing user account. This can include updating the user’s personal information, such as name or contact details, etc.

Delete User: This field specifies the option to delete an existing user account. This should typically only be done if the user is no longer needed, or if the account has been compromised.

From the menu options navigate to Configuration -> Set Up Options -> Receipt Options.

Receipt options enable you to customize various settings and functionalities available for managing receipts in QuickSale 2.0 app. Here is a brief description of each field:

1. View/Edit Header: This option allows you to view or edit the header section of the receipt. This section typically contains the company name, and other branding elements. Editing this section can help businesses customize their receipts and maintain a consistent brand image.
2. View/Edit Footer: This option allows you to view or edit the footer section of the receipt.
3. Print Options: This option allows you to print a merchant and or customer copy for approved and declined receipts.
   Note: If you want to print the customer copy, a pop-up box will appear, click the confirm button to print the customer copy.
4. Email Options: This option provides settings for sending receipts via email. Users can enter the recipient’s email address to send the receipt. This option can be useful for businesses that want to provide their customers with electronic receipts.
5. SMS Options: This option provides settings for sending receipts via SMS text message. This option can be useful for businesses that want to provide their customers with a quick and convenient way to receive their receipts.

Advanced

From the menu options navigate to Configuration -> Set Up Options -> Advanced.

Keyboard Settings: Keyboard settings provide you with advanced customization options for your typing experience

GPS: GPS or Global Positioning System is a location-based service that enables the app to determine the precise location of a device or person during the transaction.

Close Batch

This setting allows us to close the current batch. Closing a batch is the process of finalizing and submitting the batch data for processing. The app automatically closes the batch at the end of each day. However, you can manually close the batch by clicking the Close Batch button.

This setting allows the app to store and view the history of batch transactions. Batch history provides a detailed record of each transaction processed within a batch. This information can be used for various purposes, such as reconciliation, reporting, and auditing. You can access and manage batch history through the following steps:

Viewing Batch History

• Navigate to Batch Management and select the Batch History option.
• The Batch History screen displays a list of all previous batches with details such as Batch Number, Date Opened, Date Closed, and Total Amount Processed.

Accessing Detailed Batch History

• Select a batch from the list to view its detailed history. The detailed view includes Merchant and terminal details, Batch number, start date, and close date.

Accessing Reports from Batch History

• In the detailed Batch History view, you can access reports by tapping the three-dot menu at the top-right corner.

The following are security settings related to fraud control in a payment processing app:

1. Allow Manager Override: This checkbox enables the Manager Override functionality. When enabled, the system will prompt the manager to enter a PIN to override certain fraud control settings for a transaction. If disabled, the system will ask for the password instead of the PIN.
   
   Additionally, the Manager Override feature allows admins or managers to authorize access when a user attempts to access features for which they lack the necessary permissions. This ensures secure and controlled access to sensitive features.
2. Enter Last 4 Digits: This checkbox requires the user to enter the last 4 digits of the credit card when processing a transaction. This is a security measure that helps to prevent fraud by ensuring that the user has physical access to the credit card.
3. Name/Card#: This setting determines whether the user can view the customer’s full name and credit card number when processing a transaction. The options are Hide, Show, or Truncate. Hiding the name and card number can help prevent fraud by limiting the amount of sensitive information that is visible to the user.

Halo

Halo represents the highest Sale or Refund amount that can be processed during the transaction.

Sale Halo: Highest sale amount that can be processed during the transaction. 0 represents no limit.

Refund Halo: Highest refund amount that can be processed during the transaction. 0 represents no limit.

Change Pin

Note: To enable username and password you need to enable Manager Override by navigating to Configuration -> Security -> Fraud Control -> Allow Manager Override

To update your PIN for enhanced security, follow these steps:

1. Current PIN: Enter your current PIN. This step verifies your identity and ensures that only authorized users can make changes.
2. New PIN: After entering your current PIN, input your desired new PIN in the New PIN field.
3. Confirm New PIN: To prevent errors, enter the new PIN again in the Confirm New PIN field.

Once you’ve entered and confirmed your new PIN, click Save to apply changes.

Change Password

Note: To enable username and password you need to disable Manager Override by navigating to Configuration -> Security -> Fraud Control -> Allow Manager Override

To update your password for enhanced security, follow these steps:

1. Current Password: Enter your current password. This step verifies your identity and ensures that only authorized users can make changes.
2. New Password: After entering your current password, input your desired new password in the New Password field.
3. Confirm New Password: To prevent errors, enter the new password again in the Confirm New Password field.

Once you’ve entered and confirmed your new password, click Save to apply changes.

Support

From the menu options navigate to Configuration -> Support.

Refresh Services

This setting allows the user to refresh the app’s services, such as updates to payment processing, to ensure that the app is operating at optimal performance.

FAQ

This setting provides answers to frequently asked questions about the app, such as how to use certain features or troubleshoot common issues.

About

This setting provides information about the app, such as App Info, Gateway Info, Processor Info, and Hardware Info.

Show All Settings

This setting allows the user to view all the settings available in the app in one place.

Maintenance

This setting refers to the process of updating, repairing, or otherwise maintaining the app’s functionality.

• To navigate to Maintenance, click the three horizontal lines located in the top left corner. A menu will appear, where you can select Configuration, click Support and then select Maintenance.
• Next, you will need to provide your user credentials, including the username and password (admin is the default username). If this is your first time logging in, you will need to set up a password before proceeding.

1. Rotate KEK: KEK stands for Key Encryption Key, which is used to encrypt and decrypt sensitive information in the payment processing system. This setting allows the user to rotate or change the KEK periodically for security reasons, to prevent unauthorized access to sensitive information.
2. Rotate Keys: This setting allows the user to rotate or change the encryption keys used QuickSale 2.0. This is done to ensure the security of the payment processing system by preventing unauthorized access.
3. Unregister: This setting allows the user to unregister from the QuickSale 2.0 app. Click the Unregister button, then enter the License number and Phone number in the corresponding box. Then click Submit to unregister the user.
4. View GPS Data: This setting allows the user to view the GPS data associated with a particular payment transaction. This can be useful for tracking the location of a payment transaction and verifying the authenticity of the transaction.
5. Clear Pending Reversal: This setting allows the user to clear any pending reversals in the payment processing system. A reversal is a transaction that cancels a previously authorized transaction, and pending reversals can cause issues with the payment processing system if they are not cleared in a timely manner.