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This page contains information on how to create customer accounts in Sail. 1. Navigate to Customers In Back Office, navigate to CRM -> Customers. This will display a list of all active customer accounts. 2. Creating a Customer Account in Backoffice I...

This page contains information on adding items to a customer account for future invoicing, as well as information paying a customers invoice. How to use a Customer Account for Future Invoicing To use this method the customer will need to have a credit limi...

This document will show you how to close out an order to a Room Charge Open the order you would like to apply the room charge. Change the Order Type to "Room Charge". This will update how the guest check footer will print (See Below). Print the itemiz...

Valid Bank Letter Various scenarios, such as ACH re-authorization and bank information changes, require a bank letter to be resolved or proceed. The requirements for a bank letter to be considered valid are very specific, so it is important to make sure your ...

Valid Bank Letter Various scenarios, such as ACH re-authorization and bank information changes, require a bank letter to be resolved or proceed. The requirements for a bank letter to be considered valid are very specific, so it is important to make sure your ...

Introduction You have two options to choose from in deciding when you want the payment processer to deduct your credit card fees from your  account: Monthly or daily discount. Monthly discount: The processor deducts fees from the account in one lump sum once...

The Adobo release includes new modules for locations that provide delivery.  If you have a location that does or would like to use Sail to help manager deliveries please read below to see our new features.  And if you are interested in any additional informati...

Notes: This release consists of 2 New features and Improvements.  **This release WILL require an update to handheld version 2023.11.2** If you would like any additional information or help setting up any of these new features, please contact support at:Suppo...

Notes: This release consists of 1 Improvement.  **This release WILL require you to update your handheld to version 2024.12.2** If you would like any additional information please contact support at: Support@ingageit.com or call (612) 861-5277 Improvements...

Notes: This release consists of 4 New features and Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require your handheld to update to version 2024.11.3** ...

Please email all gift card inquiries to maya@ingageit.com 1. Card Color Please let us know what color cardstock you would like your design printed on White (our most popular option!) Gold (best with a solid black logo) Silver (best with a so...

Introduction  This document will guide you in how to access your statements in MX Merchant (MXM). All new processing statements are available to view on the 5th business day of the new month. Accessing Your Statements Step 1 - Login to MXM Go to www.mxme...

Downloadable Print for Surcharge Notice: Surcharge POS 3x4 Pro-Print.pdf

Cash Discount Definition A "cash discount" is a reduction in price offered to customers who pay with cash, check, or other non-card payment methods. The listed price reflects the credit card or "non-cash" price, and the discount is applied at the time of pa...

Credit Card Surcharge Definition A "credit card surcharge" is an additional fee charged to customers who choose to pay with a credit card. It offsets the cost of credit card processing. It must comply with card brand rules, state laws, and be transparently di...

True Cash Discount Checklist.pdf

Credit Card Surcharge Checklist.pdf

This document will show how to configure surcharging in Backoffice Inactivate NCA or OPF POS --> Settings --> Charges --> Auto Charges Tab Use the pencil to edit the old offset model (either, NCA or OPF) Uncheck the active and always apply checkboxes ...

Notes: In this release we made some improvements to our Scheduled orders feature so it will explain how to use it. **This release will NOT require you to update your handheld** If you would like any additional information or help setting up any of these new ...