Merchants
Documentation/Product Updates
- New Look for the Merchant Portal
- How do I manage my bundle subscription?
- How do I use the Virtual Terminal?
- Merchant Software Pricing Packages: FAQs
- Introducing new Merchant Software Pricing Packages
- Introducing the new Merchant Portal!!
FAQ/Troubleshooting
The Basics
- I received a Congratulations email, but do not have my Terminal yet. What does this mean?
- Getting Started: Terminal Setup and Activation
- FAQ: What is Reseller and what do they do?
- What are the fees associated with my Poynt device?
- Why did I receive this receipt?
- How do I replace the docking station?
Managing Your Team
- How to log a user out of the device?
- How do I change or update the terminal passcode on the Poynt device?
- How to Manage User Permissions?
- How do I add Terminal and Web users to my Poynt account?
- How do I delete Terminal Users?
- How do I create new roles and permissions for my employees?
Settings & Connectivity
- How do I connect my Poynt device to a Wifi Connection?
- Configuring and connecting Poynt device via 3G Mobile Network
- How do I connect my Poynt device via Ethernet?
- How to configure 3G/APN settings to enable cellular connection.
- How do I disable the printer on my Smart Terminal?
- How do I access settings on my terminal?
Apps
- How do I update the credit card info on my account?
- FAQ: All about Apps
- Apps Overview
- Manage Apps on Poynt HQ
- What 3rd party apps are available for my Poynt device?
- 3rd party apps for Elavon merchants
Product Catalog and Register App
- Catalog - Uploading products using Bulk Uploader
- Best Practices: Creating & Maintaining Catalogs
- Setting up your Catalog
- Taxes, Discounts, and Fees Overview
- How to Create and Apply Taxes
- Creating and applying discounts
Processing Payments
- Important notice for CBD Merchants
- How do I process a refund?
- How to Enable & Customize Receipts?
- When will I have access to my funds?
- How do I enable Next Day Funding?
- Can I void a Refunded transaction?
Peripherals
- Peripherals Overview
- Which printers are supported by the Poynt device?
- How do I connect my printer to the Poynt device?
- How do I order replacement paper roll on the device?
- Connecting a USB Accessory
- How do I connect a network accessory?
Merchant HQ portal and HQ Mobile App
- Poynt HQ: Account & Settings
- How do I add a custom logo for email & text receipts?
- Reports on HQ: Items Report
- Reports on HQ: Orders
- Reports on HQ: Transactions
- What transactions can I run from my Poynt HQ Mobile app?
Elavon Lodging App
- Lodging transaction status is NONE
- Lodging App: Void vs Refund
- Lodging App Overview
- How do I process a check-in in the Lodging app?
- Process a Quick Stay
- Process a Check-Out
Merchant Experience
- Merchant Updates - March 2019
- Merchant Updates - October 2018
- Merchant Updates - June 2018
- Merchant Updates - April 2018
- What's new in April?
- What's new in March?