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210 total results found

Customer Accounts for future Invoicing

Sail POS: Backoffice CRM

...and look up the customer 3. Available Credit Once the cus ...nd look up the customer. 3. Checking Balance Once the customer has been identified, note the Balance at the bottom of the window. This shows you the amount that the customer owes....

Accepting and Redeeming Deposits for Customer Accounts

Sail POS: Backoffice CRM

...ype to Customer Account. 3. Add the Customer Either add y ...and look up the customer.  3. Checking Available Credit Once the customer has been identified, note the Available Credit at the bottom of the window. You can come back to this scree...

Release 2025.1.1 "Fajitas"

Sail POS: Release Notes 2025

Notes: This release consists of 3 Improvements. Use the page navi ...ew way - With a Charge 3. Sales Period report filters can now multi select Now on all of the filters if NOTHING is selected it will just default to search for EVERYTHING Use the ...

How to transfer an order to another server

Sail POS: Terminals Order Entry

...f this is the case.   3. Tools Screen - inside an order If you are already in and order and want to transfer it, you can click on the Tools button on the bottom tool bar   In the transfer section select the "Transfer Server" button ...

PCI Compliance for EVPay™

EVPay

.... The current processor fee is $39.95/mo. This fee is $0 with a c ...e one Merchant ID, skip to Step 3.Most EVPay customers have a sin ...ected before you begin. Step 3 - Enable PCI Application In the lefthand menu, select . A grid layout will appear...

Release 2023.10.1 "Yak"

Sail POS: Release Notes 2023

...ate your handheld to version 2023.10.1** If you would like any a ...hat item Improvements 3. Online Ordering is attached to ...ox is not selected. 13. Modifier Types now have 2 new ... the Sweet potato fries to only 3 of the 6 locations In this...

Release 2024.2.1 "Helsinki"

Sail POS: Release Notes 2024

Notes: This release consists of 3 feature Improvements.  **This ...u accept it.   3. Add a date to rolled orders If you have a table that rolls over from one day to the next, the date the table was originally opened will now appear in the...

Release 2024.10.1 "Yorkshire"

Sail POS: Release Notes 2024

Notes: This release consists of 3 New features and Improvements. ...g it will now read $0.00 3. Easier Customer Account Lookups We have made looking up customer accounts and adding new customers even easier now! Customer lookup can now be done ...

Release 2024.8.1 "Upland"

Sail POS: Release Notes 2024

...ccountability Cumulative 3. New Report: Sales by Day Repor ...ay columns If you run it for 3 days the other 4 columns will be blank. Click here for an example And if you run it for 8+ days the first 6 columns will be individual days and the 7th ...

Release 2025.1.2 "Gazpacho"

Sail POS: Release Notes 2025

...device If you are using PAX A35 payment terminal with Ingage p ...d and matched. If you have 1-3 then there will be a "Custom Ti ...f everyone seeing them 3. We have made some improvement ...in.  Below are examples of the 3 payroll reports. Examples be...

Surcharging in the MX Virtual Terminal

Payments Surcharge

... Virtual Terminal Please allow 30 days from the day of your requ ...cation and hit "Save".  Step 3 - Access Quick Pay From the menu on the lefthand side, select the green "Quick Pay" button in the top left corner: Quick Pay transactions are just as...

How to create a Carousel Digital Sign

Sail POS: Backoffice POS: Online Ordering

...ck Save Step 3: Add media to your sign Click on the Media Associations Tab Click Add new record Use the dropdown to select one of the media image you've previously uploaded Decide if you'd like an expiration date - you can optional...

Accessing Your Statements in MX Merchant

Payments

...cation and hit "Save".  Step 3 - Navigate to Merchant Services From the lefthand menu, select "Account", then "Merchant Services".  Step 4 - Select Statement At the top of the page, select "Statements": From the dropdown, you can select any mo...

How to add or subtract Rewards points on the terminal

Sail POS: Terminals Rewards

...de to allow it.  3. What it looks like on the customers history view The notes that you type in will show up on the member portal in the customers history and in the merchant portal Here is an example of what it will look like when the c...

Release 2026.2.2 "Irish Coffee"

Sail POS: Release Notes 2026

...ation pop-up looks like: 3. Category Bar Behavior Improved in Online Ordering The category bar in online ordering has been updated to make browsing the menu smoother. A new "All" option has been added, allowing customers to scroll through the full ...

How to configure an order type to prompt for a phone number

Sail POS: Backoffice POS: System Setup

... a new record Step 3: Configure receipt to print customer number Backoffice --> POS --> System Setup --> Receipt Setup Click edit pencil on "Customer Receipt Header" Add these 2 Variables to the Header so the customer's name and phone num...

Creating Customer Accounts

Sail POS: Backoffice CRM

...he customer to spend.  3. Creating a Customer Account on the terminal Log Into Terminal --> Start a new order --> Change the order type to "Customer Accounts" --> Then click on New Customer First and Last Name is the name of the customer...

Release 2023.9.1 "Wolverine"

Sail POS: Release Notes 2023

...access to all locations. 3. Additions to the payroll summary We have added the payroll summary with a percent column to the bottom of all 4 payroll reports. We have also added a "Total" line to the bottom of the payroll summary report, so yo...

PCI for Focus Online Ordering

Payments PCI Compliance

.... The current processor fee is $39.95/mo. This fee is $0 with a c ...tion and hit "Save".  Step 3 - Enable PCI Application In the lefthand menu, select . A grid layout will appear.  Navigate to the app titled "PCI Protection by Priority powered by...

How to create Item Filters

Sail POS: Backoffice POS: Settings

... the "Items" filter to find the 3 items the are served with a sal ... Because I only selected the 3 items i need, I don't need to u ...ble check to make sure only the 3 items I selected are on the filter. Last, I need to go apply this filter to the...