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Bank Letter Requirements and ACH Banking IDs
Valid Bank Letter Various scenarios, such as ACH re-authorization and bank information changes, ...
Accessing Your Statements in MX Merchant
Introduction This document will guide you in how to access your statements in MX Merchant (MXM)...
Customer Accounts for future Invoicing
This page contains information on adding items to a customer account for future invoicing, as wel...
Accepting and Redeeming Deposits for Customer Accounts
This page contains information on accepting and redeeming deposits using Customer Accounts in Sai...
Example of putting an order on their customer account in Backoffice and Reporting
This document will show you what it looks like when a customer puts their bill on their customer ...
Example Customer Account Payment in Backoffice and Reporting
This document will show you what it looks like when a customer has a balance on their account and...
Example Deposit Payment in Backoffice and Reporting
This document will show you what it looks like in Backoffice and on Reports when a customer makes...
Creating Customer Accounts
This page contains information on how to create customer accounts in Sail. 1. Navigate to Cust...
Example Deposit Redemption in Backoffice and Reporting
This document will show you what is looks like when a customer redeems their deposit and applies ...
Edit Tips Screen
This document will detail the Edit Tips screen. Anatomy of...
Table View Screen
This page will detail the Table View screen. 1. The tables - Each table or b...
How to sort payments on the edit tips screen
This document will show how to sort and filter payments Anatomy of a button on the Edit Tips s...
How to enter tips
This document will detail how to enter tips on a Terminal To see how to edit tips on a handheld ...
How to reopen a closed table/order
This document will detail how to reopen a closed table/order from a terminal NOTE: If it is a cr...
How to sort orders on the order view screen
This document will show how to sort orders in the Order View Screen First open the orders ...
How to check a gift card balance on a handheld
This document will show how to check the balance of a gift card on a handheld. If you'd like to ...
How to refresh cache on a handheld
This document will show how to refresh cache on your handheld. If you'd like to see how to do a ...
How to enter tips on a Handheld
This document will detail how to enter tips on a Handheld To see how to enter tips on a terminal...
How to close a table/order from a handheld
This document will detail how to close a table/order from a handheld. To see how to close a tabl...
How to modify a table on a handheld
This will walk you through how to modify a table on a handheld after it has been created. If you...