We have discovered that a lot of our Pocket Verifier Mobile Software users are not aware of all of the time-saving and powerful features we have added to Pocket Verifier Professional. In order to insure that our users are getting the most out of their wireless systems, we are highlighting some of the most useful features here. If you do not have the latest version (v8.24 for PALM), you can download them HERE.  We have been constantly improving and enhancing our software as a service to our merchants. As always, these upgrades are FREE.

 

Sending the Signatures to the Server

Pocket Verifier Professional provides server-side signature storage. The advantage is that you can use Transaction Central (our WEB-based virtual terminal and reporting system, which allows viewing and printing these approved transactions with the signature!

Pocket Verifier Professional provides server-side signature storage. The advantage is that you can use Transaction Central (our WEB-based virtual terminal and reporting system, which allows viewing and printing these approved transactions with the signature! 

Locking PDA for Signature Capture

Handing your PDA to the customer to get the signature can cause problems. If they press a button on the bottom of the unit, or an icon in the Graffiti area, they can abort your program! Now, you can lock the PDA, buttons and screen (except for the signature area and home icon) with this -( ) so that when you hand the PDA to the customer, none of the buttons will function. This avoids any accidental actions by the customer.

Now, you can lock the PDA, buttons and screen (except for the signature area and home icon) with this -( ) so that when you hand the PDA to the customer, none of the buttons will function. This avoids any accidental actions by the customer.

In addition, the UP/DOWN button (bottom center of your PDA) will also Lock and Unlock. NOTE: DO NOT FORGET TO UNLOCK BEFORE YOU TRY TO PRESS "SEND"

Use Hard Buttons

Pocket Verifier Professional allows you to use the PDA’s hard buttons as a substitute for the soft buttons located on the screen. Using this feature makes it easier to perform all your tasks without the need of a stylus.

Pocket Verifier Professional allows you to use the PDA’s hard buttons as a substitute for the soft buttons located on the screen. Using this feature makes it easier to perform all your tasks without the need of a stylus

In this example, the Cancel Soft Button can be activated by pressing the Agenda Hard Button. Print maps to the Phone button, and Credit maps to both the Task and Note buttons.

Hotsync often!

Every time you Hotsync, you save all of your approved and un-approved transactions, along with their signatures onto your PC. This safety measure helps prevent the loss of any transactions, as well as backing up your entire Palm. If you should ever lose your Palm's memory (or worse, your whole Palm), you can restore everything with a simple press of a button.

 Every time you Hotsync, you save all of your approved and un-approved transactions, along with their signatures onto your PC.

Working in a weak or non-wireless area
(Using Store & Forward)

There may be times when you are unable to perform a wireless approval for a credit card. Some possible situations are:

  • The location you are in may have weak coverage causing a long time for processing to occur.
  • The location has no coverage, or batteries are too weak to provide a proper transmission.
  • The wireless service (Palm.net) may be down for routine maintenance.

A lost connection is indicated by the cube or circle spinning for a long period (30 seconds or more) with no other activity. For whatever reason, Pocket Verifier Professional allows you to stop an existing connection and to store Credit Card information in the Transaction Manager for processing and validating at a later time. To do this, click on the Rotating Connection Indicator. If you are experiencing a long delay it is recommended that you stop the connection and try again. You can stop a connection anytime you see the Rotating Connection Indicator.

For whatever reason, Pocket Verifier Professional allows you to stop an existing connection and to store Credit Card information in the Transaction Manager for processing and validating at a later time.

Click on the Store button. The information is stored in the Transaction Manager.

 
Resetting your Palm

If the cube is visible but not spinning, the wireless manager has "locked up" the Palm, and it needs to be reset. Tip: The stylus that comes with your handheld has a reset tool inside. To use the tool, unscrew the top of the stylus.  Insert the tip of the reset tool in the reset hole shown below.

 

 

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