Program Options

Introduction

The Options menu can be accessed from the Main Menu screen of Pocket Verifier. Once you enter the Options screen, most features can be turned on or off. The Other Options list has a menu that contains additional features. Each of these is described below.

Special Considerations:
When you first start Pocket Verifier you will be asked to enter your settings after activating and logging into your first merchant account.

Rep ID 

The Rep ID (Representative Identification Number) is a 1 to 4 digit number that can track a sales force using Pocket Verifier with the same merchant account. The default Rep ID is zero (0).

Note: In Transaction Central this appears as the User ID and is located at the left side of a detailed transaction report. This is an additional feature that may or may not be setup with your merchant account.

Default Menu / Bypass Logon

Use these features to change the default selection on the menu screen and to bypass the Log On screen when first starting Pocket Verfier.

  

                        Default Menu Items                                        Bypass Logon

Sales Tax

Pocket Verifier provides a single sales tax feature. If your State or industry needs to charge more than one sales tax, please combine both taxes together.

  

By selecting the Auto Calculate Tax feature, the tax amount will automatically be calculated after exiting the item cost field. Even if this feature is off, the sales tax for any sale can still be added by selecting Add/Remove Tax from the menu.

Pocket Spectrum

The Pocket Spectrum is designed for your software so you can now select Spectrum for the Printer/Reader option. However, you must first pair the Pocket Spectrum to the Blackberry to use the Printer/Reader. See the section "Pairing the Pocket Spectrum" for more details.

Once a Printer/Reader is selected, additional printer-related features can be used. These are described below.

Other Features

1.   Auto Swipe Card
When entering the Credit Card Sale screen, the software will prompt for a Bluetooth connection and show the Swipe Credit Card screen.

2.   Use Service Rcpts
This receipt is for the service and food industry. If you require the customer to manually add a tip to a printed receipt, turn this feature on.

3.   Print Approvals
After a credit card or ACH sale is approved, the Pocket Verifier software will automatically print a receipt. Since the Pocket Spectrum must be on in order to print this receipt, make sure the unit is turned on while you are processing the transaction.

4.   Print Void/Credit
After issuing a void or credit, the software will automatically prompt you to print a refund receipt. If this feature is off, you can still print a refund receipt from the Sale Summary screen or transaction manager BEFORE issuing the void or credit. Once a void/credit is issued, it is removed from the Transaction Manager and you will no longer be able to print a refund using Pocket Verifier.

5.   Print PreApprovals
This feature allows you to immediately print a receipt after completing the Swiped Credit Card wizard. If Service Receipts is set to YES, Pocket Verifier will automatically print a receipt which can be handed it to the customer so that they can fill in a tip or fee before you complete the sale. 

6.   Edit Sales Receipt
With Other Options selected, press the Trackwheel to display the Options menu and select Edit Sales Receipt…

You can edit the Header and Footer information from this screen..
Initially you will see company contact information, but this can be changed. The company name cannot be changed for receipt printouts due to Visa Regulations. All Header and Footer information will be automatically centered. The maximum number of characters per line is 32. To change a line, scroll to that line and press the Trackwheel. Enter the information and press the Escape button when finished. If changes were made, you will be prompted to save them.