Creating a tax, discount, or fee on the DeviceTaxes, discounts, and fees may be created in a Catalog to apply at the order level, or within a specific Category to apply at the item level. Order Level: When you first enter the Catalog app, you’ll see Categories displayed on the tiles. [...]
Adding an EmployeeTo add an employee as a Terminal User, log into your Poynt HQ account at Poynt.net. Along the left-hand menu, you’ll see a tab called Terminal Users. This is where you manage your team and the settings they have access to when using the Terminal. Hover over the [...]
Setting up your Catalog allows you to create the products you sell and organize them all in one place. In the Catalog app you can group by category, making your products easy to access and add extras like fees, taxes, and discounts. Setting up your Catalog allows you to create [...]
Auto-Settlement TimesSettlement batches are groups of credit card transactions that must be sent to processors and submitted for settlement. As this completes the transaction, this process is usually conducted on a daily basis and may either be done manually or automatically on the Poynt Smart Terminal. To adjust your “auto-settlement” [...]
Connecting via WiFiYou will be prompted to Connect your device upon activating. But to configure additional networks after activation, you can do so by using the swipe-down menu to access settings, swipe across, and select WiFi. Step 1: When you turn your device on for the first time, it will automatically [...]
Editing your Tip SettingsFor tip enabled merchants, the customer-facing screen will prompt the customer to select a tip. As a manager, you may choose to accept tips, then subsequently, what tip-options your customers will see. To make adjustments to these settings on your device: Step 1: Swipe down from the top on [...]
The Poynt Smart Terminal, equipped with a built-in printer, utilizes thermal printer paper to print receipts and Settlement reports. Thermal printers do not utilize ink, so that won’t require any replacement. You will, however, need to order receipt paper rolls to continue to print paper receipts. Purchasing Paper Rolls OnlinePurchasing receipt paper rolls [...]
Before your terminal arrivesYou’ll want to set up your Poynt Web Portal account. Open the welcome email sent to you, and click “Get Started” to create your login credentials. Moving forward, you’ll log in at Poynt.net to view your dashboard. Once your terminal arrives, this is where you’ll be able to [...]
Starting a PaymentBecause your Poynt device is built to be future proof, there are many different ways that you may accept payments on your terminal. There are two applications where you can press “Charge” to begin the payment process: the Terminal app and the Register app. From there, you and your customer will be [...]
All accounts come with free mobile processing through MX Merchant Express. Click the below video to see how to use MX Merchant Express. https://vimeo.com/162831933?loop=1