Yamini Paranjpe
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How to use the Messaging feature?
Messaging on Merchant HQ allows you to engage directly with your customers. This feature is now available for merchants on the Advanced and Premium plans, as well as to those using Poynt Processing...
How to utilize the Catalog bulk uploader?
The bulk upload feature is extremely useful for initially setting up your catalog. There are two templates: one for products with modifiers, and one without modifiers. Bulk upload files must be ...
Managing your Bundles Subscriptions
There are two ways to manage your bundle subscription: Poynt HQ or the Poynt terminal itself. Poynt HQ Click on App Center link (https://poynt.net/app-center) to view and manage your bundle subscr...
Integrating QuickBooks Desktop with Poynt
In addition to relaunching our QuickBooks Online integration, we are pleased to offer a new accounting integration with QuickBooks Desktop. This will allow merchants to export transactions and orde...
Integrating QuickBooks Online with Poynt
We are pleased to reintroduce our integration with QuickBooks Online (previously known as DataSync). This app allows merchants to export transactions and orders to QuickBooks Online. Features incl...
Reports on HQ: Transactions
To pull new reports and access existing ones, go to poynt.net/reports. Currently there are 7 different reports you can pull. We will review how to pull Transactions reports in this section. In th...
How do I process a refund on Poynt HQ?
In this article, we'll go over how to process a refund on Poynt HQ. Refunds can also be processed on the terminal. Click here to read more on that. To process a refund in Poynt HQ, log into the w...
Introducing Poynt Invoicing
Invoicing has now been updated with a new look and more capabilities. Whereas before you could send invoices as a one time occurrence, we have added a recurring feature so you can set the frequenc...
When do funds get deposited into my bank account?
Poynt Processing merchants receive their funds depending on when their close of business time is set. The default close is generally set for 5pm Pacific, unless you specifically request a differen...
Resellers: Creating a Merchant
Creating merchants is a simple three-step process. Log into Poynt.net and click on the Onboarding Tools link. This will show you a list of of pending merchants, as well as allow you to add them. ...