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menu_book iPOSpays

1 iPOSpays Platform Overview 1.1 What is iPOSpays? 1.2 The P-Series Terminal Lineup 1.3 iPOS Go Mobile App 1.4 Back Office Portal Access Quiz Quiz #1: iPOSpays Platform Overview 2 CloudPOS Transactions (The Virtual Terminal) 2.1 Navigation & Core Actions 2.2 Supported Payment Methods 2.3 Processing Pay Now - Sale Transactions 2.4 Pre-Authorization Transactions Quiz Quiz #2: CloudPOS Transactions 3 Send Payment Link Transactions 3.1 Payment Link Overview 3.2 Creating a Payment Link 3.3 Tracking Payment Link Status Quiz Quiz #3: Send Payment Link Transactions 4 CloudPOS with PIN Pad Integration 4.1 PIN Pad Overview 4.2 Processing PIN Pad Sale 4.3 SPiN (Wireless Pairing) Quiz Quiz #4: CloudPOS with PIN Pad Integration 5 Managing Transactions in iPOSpays 5.1 Voiding Transactions 5.2 Processing Refunds 5.3 Tip Adjustments 5.4 Incremental Authorization Quiz Quiz #5: Managing Transactions in iPOSpays 6 Batch Management & Settlement 6.1 Understanding Batches 6.2 Manual Batch Settlement 6.3 Automatic Batch Settlement 6.4 Settle by Store 6.5 Batch Reports Quiz Quiz #6: Batch Management & Settlement 7 Receipts, Reports & Data Analytics 7.1 Viewing and Resending Receipts 7.2 Reports Module 7.3 Tag the Transaction Feature Quiz Quiz #7: Receipts, Reports & Data Analytics 8 Customer Management & Recurring Billing 8.1 My Customers Module 8.2 Adding Customers Manually 8.3 Setting Up Recurring Payments Quiz Quiz #8: Customer Management & Recurring Billing 9 Customized Checkout Page & Payment Links 9.1 Feature Overview 9.2 Creating a Custom Template 9.3 Managing Templates 9.4 Testing Your Template Quiz Quiz #9: Customized Checkout Page & Payment Links 10 User Access & Account Security 10.1 User Management Overview 10.2 Adding a New User 10.3 Security Best Practices Quiz Quiz #10: User Access & Account Security 11 S.T.E.A.M. Terminal Configuration 11.1 S.T.E.A.M. Overview 11.2 Receipt Settings 11.3 Tips & Taxes 11.4 Settlement Settings 11.5 Fee Configuration 11.6 Value Add Features 11.7 Integration Settings Quiz Quiz 11: S.T.E.A.M. Terminal Configuration 12 Third-Party Integrations 12.1 QuickBooks Integration 12.2 WooCommerce Integration 12.3 SPiN Integration (Developer) 12.4 Digital Wallets Quiz Quiz #12: Third-Party Integrations 13 Advanced Features & Security 13.1 S.A.F.E. Fraud Protection 13.2 3D Secure (3DS) 13.3 Multi-MID Support 13.4 Offline Mode Quiz Quiz #13: Advanced Features & Security 14 P-Series Terminal Operations 14.1 Processing a Sale on Terminal 14.2 Running Reports on Terminal 14.3 Voids & Refunds on Terminal 14.4 Register Lite Quiz Quiz #14: P-Series Terminal Operations 15 Final Course Summary & Certification

iPOSpays / Automatic Batch Settlement

Automatic Batch Settlement

Automatic settlement is performed by the system at scheduled times. Contact your ISO or Merchant Services provider to adjust automatic settlement time.

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