Merchant Updates - September 2016

New Updates for Poynt merchants – September 2016

A) SMS Text Receipts: 

Customers may now choose to receive Receipts via SMS / Text.  When the customer has completed the payment transaction flow, the following Receipt options will appear:

Please note that standard text messaging rates may apply for the customer depending on mobile plans.

B) Updated design for Payment Transaction Flow:

Merchants will see a newly designed Payment Transaction flow.  We’ve simplified the button/actions to allow you to quickly and easily choose options.  New design includes:

Choosing payment type buttons:

1. Go to the Terminal App and tap in Amount to be charged.
2. Tap on the right-hand side drop-down to see possible options.
3. Tap on ‘Notes’ to enter any custom notes.

Transaction Details: 

1. Go to Terminal App > left-side navigation > Tap Transaction List.
2. Tap on a Transaction to view Transaction Details.
3. Tap on Notes to view any previously entered custom notes.
4. Tap on Receipt to re-print a receipt.

C) New External Accessory Support for Network Printers:

Merchants who would like to set up an external network printer can now add the following network printers through Accessory Manager:

• Star SP700
• Star TSP100Lan

1. Connect the network printer to your router following instructions provided with the network printer.
2. Follow instructions to print out a receipt with the IP Address information.
3. From the Poynt Smart Terminal, swipe down and tap Settings > Accessory Manager.
4. Tap on green button ‘Add network accessory’.
5. Tap ‘Printer’ and choose the specific model.
6. Enter the IP address from the printed network setup information.
7. Tap ‘Confirm’ when entered.
8. Run a test print to ensure network printer was successfully added.

D) Poynt Terminal – Printer Preferences:

Merchants may now set default preferences for External and Poynt printer configurations.  You may choose to:

• Turn off printing of any receipts to the built-in Poynt Printer (uncheck all)
• Turn on all printing to an External Printer (ie Star TSP100)
• If External Printer is not detected / disconnected, you can choose the default to “fall back” and print to Poynt Printer (recommended)

Note: Order receipt, Item receipt, and Customer receipt are specific to Register App order print options.  Payment receipt is the standard receipt that is printed from Terminal App.

E) Poynt.net updates – Transaction List and Customer List:

Transaction List:

Merchants using the Poynt.net HQ web portal can now use new filters to review transactions in the Transactions List.

1. Log in to poynt.net.
2. Click on Sales & Reports > Transactions.
3. Transactions may be filtered by:
   1. Payment Status (eg Authorized, Captured, Refunded, Voided, Declined)
   2. Payment Type (eg Credit, Cash, Other)
4. You may also choose to view transactions for a specific day.

Customer List:

Merchants using the Poynt.net HQ web portal have an updated view for Customer List.  You can now use new filters to review customer visits. 

1. Log in to poynt.net.
2. Click on Sales & Reports > Customers.
3. Customer visits may be filtered by:
   1. Last Seen, First Seen, Total Amount spent
4. You can also click on any Customer row to view more details about that customer, including:
   1. Total Spent, Number of Visits, and Average Spend