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How to review, edit, or expire discounts and coupons

Payments, Taxes & Pricing 3. Discounts and Coupons

Review active promotions regularly so outdated discounts or coupon codes do not remain available ...

Updated 1 month ago by Sunny

How to create a coupon code and set redemption limits

Payments, Taxes & Pricing 3. Discounts and Coupons

Coupons connect a customer-facing code with a configured discount and control when or how often t...

Updated 1 month ago by Sunny

How to create a reusable discount

Payments, Taxes & Pricing 3. Discounts and Coupons

Create a reusable discount when employees need a consistent percentage or fixed reduction at chec...

Updated 1 month ago by Sunny

How to review automatic tax application and calculations

Payments, Taxes & Pricing 2. Tax Templates

Review a tax template before using it so employees and customers see the expected charge. Check t...

Updated 1 month ago by Sunny

How to create a tax or fee template

Payments, Taxes & Pricing 2. Tax Templates

Create reusable tax templates for percentage-based taxes or fixed charges that can be applied to ...

Updated 1 month ago by Sunny

How to edit, hide, or retire a payment method

Payments, Taxes & Pricing 1. Payment Methods

Keep old payment methods available for historical reporting while preventing employees from selec...

Updated 1 month ago by Sunny

How to create a payment method

Payments, Taxes & Pricing 1. Payment Methods

Create a payment method for each tender type employees must be able to select at checkout, such a...

Updated 1 month ago by Sunny

Security & Employee Controls overview

Security & Employee Controls

Security & Employee Controls protect unattended registers, identify the employee responsible for ...

Updated 1 month ago by Sunny

How to change or troubleshoot the cash-drawer PIN

Security & Employee Controls 4. Cash Drawer Access

Change the manual cash-drawer PIN when access responsibilities change or the existing PIN is no l...

Updated 1 month ago by Sunny

How to lock the manual cash drawer with a PIN

Security & Employee Controls 4. Cash Drawer Access

Protect the manual Open Drawer button so employees cannot open the cash drawer without entering t...

Updated 1 month ago by Sunny

How to configure Auto Shop transaction protection

Security & Employee Controls 3. Transaction Protection

Supported Auto Shop configurations can protect transactions until a configured receipt count is r...

Updated 1 month ago by Sunny

How to require the selected employee’s password or PIN

Security & Employee Controls 2. Employee Verification

Add password verification when selecting an employee’s name is not sufficient proof of identity. ...

Updated 1 month ago by Sunny

How to require employee selection on every sale

Security & Employee Controls 2. Employee Verification

Require employee selection when every completed sale must identify the cashier or employee respon...

Updated 1 month ago by Sunny

How to configure automatic idle logout

Security & Employee Controls 1. Session Security

Idle logout automatically signs out a register after the device has had no activity for the confi...

Updated 1 month ago by Sunny

How to log out employees after every completed transaction

Security & Employee Controls 1. Session Security

Enable automatic logout after a completed transaction when each sale should end the current emplo...

Updated 1 month ago by Sunny

Register Settings overview

Register Settings

Register Settings control how employees search for products, build a sale, select customers, mana...

Updated 1 month ago by Sunny

How to set up Quick Sale buttons and categories

Register Settings 6. Quick Tools and Keypad

Quick Sale places frequently used products, services, or categories within easy reach of the regi...

Updated 1 month ago by Sunny

How to configure keypad tax controls and EBT

Register Settings 6. Quick Tools and Keypad

Supported register layouts provide keypad controls for tax choices and, for eligible configuratio...

Updated 1 month ago by Sunny

How to create and manage Quick Notes

Register Settings 6. Quick Tools and Keypad

Quick Notes provide reusable words or short phrases that employees can select instead of typing t...

Updated 1 month ago by Sunny

How to configure multiline and capitalized item names

Register Settings 5. Product Entry and Search

Product-entry formatting can make register descriptions easier to read and more consistent. Allow...

Updated 1 month ago by Sunny