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This document will show you how to configure an auto gratuity based off a guest count Charge Group and Charge Types All accounts are automatically configured with gratuity percentages (15%, 18%, & 20%) So you can skip the Charge groups and Charge ...

This document will show you how to configure a context filter so that the Alcohol modifier set doesn't prompt on bartenders devices. Step 1: Build the context filter Backoffice --> POS --> Settings --> Context Filters --> Click Add new record Name it so...

Access the rekey submission form here: https://www.jotform.com/242184575931159  What is a rekey? In layman's terms, a "rekey of a transaction" means retrying to process a payment that was already authorized or didn't go through the first time. This could i...

The process for running a credit card payment within MX Merchant.  Getting to Quick Pay Step 1 - Login to MXM Go to www.mxmerchant.com and login using your credentials. If you do not have credentials, request your user account be added to the merchant in qu...

The process for issuing a refund in MX Merchant.  #1 - Processing a Not Previously Existing Payment Refund (Quick Pay Refund) Getting to Quick Pay Step 1 - Login to MXM Go to www.mxmerchant.com and login using your credentials. If you do not have credentia...

Introduction In order to enhance online security measures, all MX Merchant users are required to enroll in two-factor authentication. MX Merchant Admin users must go through the two-step verification each time they login to the MX Merchant app. All other user...

Introduction - What is a "cache" and why should you clear it? Any sophisticated website you visit is actually a composition of dozens, hundreds or even thousands of files. Even websites supremely optimized for speed are likely loading tons of files at once to...

What is the deposit schedule with my credit card transactions? Your account is set up for "next day funding" of credit card transactions. However, your sales day runs from midnight to midnight. Since your batch closes after the processor bank's closing time (...

What is a chargeback? Is a dispute the same thing? When we describe chargebacks, we often utilize chargeback and dispute interchangeably. However, they are best defined as: Chargebacks: Are a forced transaction reversal initiated by the cardholder’s bank. Th...

This Document will show you how to add a loyalty member and how to redeem rewards for a member Add a new Rewards member Start a new order or open an existing order Select the Rewards button along the bottom of the screen Select the Lookup button to sea...

This document will show you how to Issue a gift card and how to use the gift card for payment How to issue a gift card Log into the station and start a new order Find the "Gift card sale" button (it is usually on the charges or misc tab along the top)...

This page contains information on accepting and redeeming deposits using Customer Accounts in Sail POS. Accepting Deposits 1. Log in to Order Entry Log into order entry on any POS station and select Quick Order. 2. Changing Order Type to Customer A...

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...

Introduction  Most EVPay compliance steps for PCI take just 10-15 min.  What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is mandated by credit card companies and the payment network to ensure the security of credit card transact...

 Most online ordering compliance steps for PCI take just 10-15 min.  Introduction What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is mandated by credit card companies and the payment network to ensure the security of credit car...

Introduction What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is mandated by credit card companies and the payment network to ensure the security of credit card transactions and cardholder data. It exists to protect cardholders f...

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...