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Setting Up Your Product
Tailoring Your Product
Managing Your Business
Step 1
Navigate to the Clerk Settings
The following steps will allow you to turn Clerk IDs on or off, create a new Clerk ID, and manage Clerk IDs.
Turning on Clerk IDs allows you to identify which clerk processed a transaction. You can then generate reports such as transaction totals by clerk and tip totals by clerk.
From the Quick Setup menu, tap Clerk
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Change Clerk Settings
Enable and set-up Clerk ID's for your staff.
1. Clerk IDs - Turn this setting on if you want the terminal to prompt for a Clerk ID.
2. Tap the toggle beside Show Clerk IDs to display your current clerk IDs.
3. To create a new clerk ID, tap Add Clerk ID - Key in a new Clerk ID (minimum 1 and maximum 6 numbers, then tap Save.
Save Your Changes
Tap Save when you are finished setting or changing the Clerk ID settings.
The screen will return to the Quick Setup menu.
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Lesson Complete
Clerk Settings
Now, let’s customize your receipts for your business’ needs