Support: Personalize Your Settings

To personalize your USAePay app settings, touch the Settings icon at the bottom of your screen.


From the settings screen you can adjust your General, Orders, Quick Payment and Receipt settings as well as view additional information about your version of the software and copyright and library acknowledgement details.

NOTE: You can also Log Out from the Settings screen by touching the blue Log Out button at the top right of the screen.


General

The general settings screen allows you to change the auto-lock function and to change your PIN.


You can also set restrictions to determine who uses your app and how they are able to use it.

By setting the Manager PIN, you can restrict all or some of the following actions.

  Function   Description
  Add Product   add a product to the main product database
  Edit Product   edit an existing product in the product database
  Delete Product   permanently delete a product from the product database
  Add Customer   add a customer to the main customer database
  Edit Customer   edit an existing customer in the customer database
  Delete Customer   permanently delete a customer from the customer database
  Refund   issue a refund for any reason
  Void   void a transaction for any reason
  Close Batch   close a batch of transactions
  Tran History   view the transaction history

To require a manager PIN code to be entered for any of the above functions, first set your manager on the Manager PIN screen. You will be asked to enter the number a second time to confirm.


Tip: Be sure to use a number that will be easy to remember, or store the information in a secure location.

You may then go to the Restrictions screen to turn the PIN requirements on or off for specific functions.



Auto-Lock

Use the auto-lock function to determine after what duration of inactivity the device should auto-lock. Choices include: Immediately, 1 Minute, 2 Minutes, 5 Minutes, 10 Minutes, 15 Minutes, and Never. This setting is designed to help you determine the best security level for your device.



Change PIN

This screen allows you to change your PIN. Simply enter the four-digit PIN you would like to use in the fields provided.

Note: If you already have a PIN, you will be prompted to enter the current PIN before being allowed to proceed to the creation of a new PIN.



Quick Payment

From the quick payment settings screen you can set the default sale type (sale or auth only), and control automatically receipt printing, tax calculation and incremental invoicing, as well as determine whether or not the quick sale function should include a prompt for a service tip amount.


To set each variable item, touch the gray arrow to the right of the item you wish to change, then enter the desired value.

Variables set from this screen include:

  Variable   Description
  Default Sale Type   Set the default type for Quick Sales. Select from Sale or Auth Only (Authorization Only).
  Prompt for Tip   Determines whether a tip option will be included on customer signature screen. If set to ON, a tip amount may be determined at the time of customer signature; if set to OFF, no tip option will be displayed.
  Auto Print Receipt   Determines whether receipts will print automatically for each order. If set to ON, receipt will be printed without prompt; if set to OFF, receipt will only print if the Print Receipt button is used following a transaction.
  Calculate Tax   Determines whether tax will be automatically calculated for Quick Payment transactions. If set to ON, tax will be calculated and added to the subtotal automatically; if set to OFF, tax will not be calculated for Quick Payment transactions.
  Increment Invoice   Determines if invoices for Quick Payment transaction will be numbered incrementally.
  Next Invoice   Number at which next invoice will be recorded.


Order Settings

On the Orders settings screen you can set you default order type (retail, e-commerce, mail or phone order), as well as set the default tax rate and type for all transactions.


To set each variable item, touch the gray arrow to the right of the item you wish to change, then enter the desired value.

Variables set from this screen include:

  Variable   Description
  Next Order #   The order number at which the next order taken will be recorded and form which automatic incremental ordering will begin.
  Order #   Increment Number by which the order numbers will increase each order. For example, if set to one (1), the order numbers will increase by one for each order taken (e.g. 100, 101, 102, 103, etc.), or if set to two (2), the order numbers will increase by two for each single order taken (e.g. 100, 102, 104, 105, etc.)
  Prompt for Tip   Determines whether a tip option will be included on customer signature screen. If set to ON, a tip amount may be determined at the time of customer signature; if set to OFF, no tip option will be displayed.
  Auto Print Receipt   Determines whether receipts will print automatically for each order. If set to ON, receipt will be printed without prompt; if set to OFF, receipt will only print if the Print Receipt button is used following a transaction.
  Tax Rate   Set the default tax rate for all orders.
  Tax Description   Include a brief description of the tax rate if desired.


Receipts

The receipt settings screen provides field for a standard receipt header and footer; basic store information such as company name, address, and phone number; as well as receipt details such as whether to include a line for tips, line item details and bar codes.


You can also control the email receipt settings from this screen.


About

The About screen includes details about your software such as the version you are currently using, your software key code, source key and username. This screen also lists any devices currently connected to your iPhone or iPod Touch (such as the PaySaber).


You can also view your app usage information on the about screen, such as the number of customers currently in your customer database, the total number of products, transactions and database size.


You can also clear your entire database from this screen by touching the wide, red Clear Database button at the bottom of the screen.


You will be prompted to confirm your desire to clear the database and warned that if you continue, all information that has not been uploaded to the server will be lost; all customers, products and transactions for the user signed in to the device will be lost and will not be retrievable. Additionally, any changes made on the device that have not been uploaded to the gateway will be lost.

Quick Links  

 
     > Main Terminal
     > History
     > Settings
     > Customer Database
     > Product List
     > PaySaber Device Details

     > Download Guide as PDF

     > Contact Information
  

Additional Support Options

Customer Service

For questions regarding setup and usage of the PaySaber device and software please contact the Customer Service Center or use the online support documentation.

+1 866 872 3729Tollfree:
+1 323 931 2233Local:
+1 323 931 2231Fax:
support@usaepay.comE-mail:

GorCorp Inc.
4929 Wilshire Blvd., Suite 800
Los Angeles, CA 90010

Technical Support

Questions pertaining to the technical aspects of the PaySaber software or hardware can be addressed to the corresponding technical support team.

Software Technical Support
+1 866 872 3729 x706 Telephone:
+1 323 931 2233 x706Local:
software@usaepay.com E-mail:

Hardware Technical Support
+1 866 872 3729 x322 Telephone:
hardware@usaepay.com E-mail:

Sales & Product Info

The PaySaber line of products are maintained and owned by USAePay. If you have any questions regarding sales or reselling the PaySaber line of products, please contact the Reseller Sales department. A reseller representative will be able to help you get set up right away or sign up online today.

Reseller Sales Inquiries
+1 866 490 0042Telephone:
resellers@usaepay.comE-mail: