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PCI for Sail Online Ordering

Payments PCI Compliance

 Most online ordering compliance steps for PCI take just 10-15 min.  Introduction What is PCI?P...

Updated 4 months ago by Maya Byers

PCI Compliance for Focus

Payments PCI Compliance

Introduction What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is m...

Updated 4 months ago by Maya Byers

PCI Compliance for EVPay™

Payments PCI Compliance

Introduction  Most EVPay compliance steps for PCI take just 10-15 min.  What is PCI?Payment Car...

Updated 4 months ago by Maya Byers

Customer Accounts for future Invoicing

Sail POS: Backoffice CRM

This page contains information on adding items to a customer account for future invoicing, as wel...

Updated 4 months ago by Cheryl Fuhrmann

Accepting and Redeeming Deposits for Customer Accounts

Sail POS: Backoffice CRM

This page contains information on accepting and redeeming deposits using Customer Accounts in Sai...

Updated 4 months ago by Cheryl Fuhrmann

Accessing Your Statements in MX Merchant

Payments

Introduction  This document will guide you in how to access your statements in MX Merchant (MXM)...

Updated 4 months ago by Maya Byers

Example of putting an order on their customer account in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like when a customer puts their bill on their customer ...

Updated 4 months ago by Cheryl Fuhrmann

Example Customer Account Payment in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like when a customer has a balance on their account and...

Updated 4 months ago by Cheryl Fuhrmann

Example Deposit Payment in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like in Backoffice and on Reports when a customer makes...

Updated 4 months ago by Cheryl Fuhrmann

Creating Customer Accounts

Sail POS: Backoffice CRM

This page contains information on how to create customer accounts in Sail. 1. Navigate to Cust...

Updated 4 months ago by Cheryl Fuhrmann

Example Deposit Redemption in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what is looks like when a customer redeems their deposit and applies ...

Updated 4 months ago by Cheryl Fuhrmann

Edit Tips Screen

Sail POS: Terminals Getting started

This document will detail the Edit Tips screen. Anatomy of...

Updated 5 months ago by Cheryl Fuhrmann

Table View Screen

Sail POS: Terminals Getting started

This page will detail the Table View screen. 1. The tables - Each table or b...

Updated 5 months ago by Cheryl Fuhrmann

How to sort payments on the edit tips screen

Sail POS: Terminals Payments

This document will show how to sort and filter payments Anatomy of a button on the Edit Tips s...

Updated 5 months ago by Cheryl Fuhrmann

How to enter tips

Sail POS: Terminals Payments

This document will detail how to enter tips on a Terminal To see how to edit tips on a handheld ...

Updated 5 months ago by Cheryl Fuhrmann

How to reopen a closed table/order

Sail POS: Terminals Payments

This document will detail how to reopen a closed table/order from a terminal NOTE: If it is a cr...

Updated 5 months ago by Cheryl Fuhrmann

How to sort orders on the order view screen

Sail POS: Terminals Order Entry

This document will show how to sort orders in the Order View Screen First open the orders ...

Updated 5 months ago by Cheryl Fuhrmann

How to refund a credit card from a previous day transaction

Sail POS: Terminals Management Functions

Create Refund Click Quick Order on the default screen    Click Charge Tab   Click on on...

Updated 6 months ago by Tim Theobald

How to exit and restart Sail Software

Sail POS: Terminals Management Functions

Exit Sail Software On the Log In screen enter 987654321 Enter   On any other screen, clic...

Updated 6 months ago by Tim Theobald

How to see your sales (Server Close Report)

Sail POS: Handhelds

Log in Click on the Report Icon (bottom right)      

Updated 6 months ago by Tim Theobald