We are now going to set up our options, and configure Pocket Verifier Professional for the hardware we will be using, and the way we do business.

Use Pocket Spectrum
When this feature is on, the software will prompt you to test the connection and provide you with an option to print a test receipt.  However, before a connection can be tested, you must first pair the Pocket Spectrum to the phone and setup a Bluetooth COM Port.

Automatically Print Approvals:
After a credit card or ACH sale is approved, the Pocket Verifier software will automatically print a receipt. The Pocket Spectrum must be on in order to print this receipt; so make sure the unit is turned on while you are processing the transaction. If the unit is off while the Printing Status Indicator appears on the screen, you may still be able to turn it on and print the receipt before the print request times out. You can, of course, always print a receipt by selecting the print feature from the menu.

Prompt to Print Refunds
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 full and partial refund receipts from the Approval screen be selecting Menu > Print Refund.

Print Receipt Header / Footer
Turn the feature on to print a header and/or footer on the receipt.
You can edit the Header and Footer information from the menu.
Initially you will see company contact information. 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. Any more will cause the text to wrap onto the next line of the receipt.

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

Auto Add Sales Tax
By checking the Auto Sales Tax feature, the tax amount will automatically be calculated after entering the item cost. The Tax Percentage can be changed by selecting "Change Sales Tax…" from the menu. Even if this feature is off, the sales tax for any sale can still be added by selecting Item is Taxable from the menu located on the Sales screen.

Prompt for tip on Wizards
Checking this option will cause Pocket Verifier to ask for the tip amount on each sale.

Send Merchant RepID
This option is used by merchants with multiple devices in the field.  Each unit can send it's unique sales rep ID to the server, where it can show up on the reports, letting the home office know who made which sale.