Introducing the new Merchant Portal!!

You might have noticed a few changes when you logged into your Merchant Portal this morning.  The functionality of the portal remains the same; we've just streamlined the process flow to help managing your store easier.

The changes you'll notice the most is in the headings.  Store and business settings can be accessed via Account & Settings (previously Business) and Catalogs, Taxes, Fees and Discounts can be managed via Catalog (previously Products)

Account & Settings (formerly Business)

Most of these tabs remain the same (TXN Receipts is now just called Receipts), but are arranged slightly different to allow for easier viewing.  Below you will find what has been updated.

Payment Settings

Here you can enable payment by check, tips and auto-settlement.  You can also update the time you auto-settle your store.  

NOTE:  Tips and Auto-Settlement options must be turned on by the Reseller initially in order for you to toggle them on and off here.

Device Screens

You can customize the images that show up on your merchant and customer facing screens.  Customer facing will be applicable for P61 and P61B devices only.  

Specs are as follows:

merchant screen:
800 width x 1280 height

customer screen:
800 width x 480 height

Images can be either .png or .jpg

You can also customize the card logos which appear on the customer screen, depending on which cards you accept.

 Receipts

The information here remains the same; it's just arranged differently.  You can customize the footer, add business hours and social media links, and specify types of receipt options available to the customer.  The preview on the right hand side will give you a preview of what the receipt will look on both paper and device based on your preferences.

Catalog (formerly Products)

The only major change is the name of this tab.  All other functionality (creating & maintaining catalogs, taxes, fees, discount, etc) remains the same.