Once you open the settings scree, there are multiple tabs to adjust settings for your account.
Customer Connect
This will send a follow up SMS message to any customer that enters their phone number for a receipt, and will give them an option to leave feed back. You can turn on positive feedback and/or negative feed back. When enabled, you can leave a custom message to your customers depending on what type of feed back they give. You can also post a link to leave a review on any sites, such a google reviews
Settlement Email Alert
This setting enables an email to be sent every time a batch is settled with a summary report of the batch details. This will email a report for every TPN associated with the Merchant account. You can add up to 2 emails for this list.
You can also turn on store specific emails if you want your store managers to get the batch reports specifically only for the store they manage, rather than the entire merchant account.
Upload Logos
Here you can upload your merchant logo, and up to 10 different store logos to be added. These logos will appear on invoices, digital receipts, and on payment pages.
Recurring Payment Alert
This settings is specifically to alert the merchant when a recurring payment fails.
Generate Ecom/TOP Merchant Keys
These keys are required to perform payments from the online payment page and send payment link options. They are automatically generated when these settings are turned on on the terminal. If the device ever gets an error that says invalid key when trying to create a payment link, you will need to generate a new Key for that specific TPN.
Generate Payment Form
This is where you will create your online payment page. All you need to do is select a TPN from the drop down menu, click generate URL, and it will create a link you can integrate into your website, or send via email or text to your customers so they can pay online. You can either use the long URL or the short URL, they will bring you to the same page.
Ref Number, is a field on the payment page the customer can fill out if they need to reference an invoice number or order ID number associated with the payment. You can make this optional or required.
Integrate With Quickbooks
This section is where you will log in with your Quickbooks online account to integrate the payments to automatically sync with your quickbooks account. This setting will work with both a physical terminal or a virtual terminal. This setting first needs to be enabled by you merchant service provider before you can log in.
Payment Notifications
In this section, you can customize what notifications you will receive based on different types of transactions. There are many types of transactions you can customize the notifications for. First Select the store you want to receive notifications for, then choose the minor channel you want to be notified about. Finally, enter the email address you wish to get the notifications to.
Here is a list of what all the minor channels mean.
ACH - Any ACH transaction performed in the virtual terminal or send payment link.
Customer Payment - Send link transaction done via Virtual Terminal
E-Commerce - Paynow transactions done via the Virtual Terminal
External-Ecom - Transactions done via API
GHPP - For GHPP transactions, GHPP link will be available under Merchant Settings
Invoice-Payment - Itemized billing transactions done in paynow
PINPAD - When device is connected in pinpad mode [Master,Slave]
POS Terminal - Transaction done in device [POS]
POS-Customer-Payment - Sendlink transaction done in Device [POS] P1,P3,ect.
Recurring -Payment - Recurring payment set for customers in Merchant Login
Spin-Cloud - Transactions done in POS-Spin cloud or Portal-Cloudpos with Spin cloud
Spin-Local - Transactions done in POS-Spin cloud or Portal-Cloudpos with Spin cloud
Tap On phone - Transaction done in TOP
Reports
If you have tags set up, this section will allow you to choose a tag to run a tip report based on the tag value input on this specific tag that is set up.