Automatic Report Printing
Last updated
Last updated
Legals
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The Secure Payment application's payment module performs a settlement of all the business day's transactions automatically at the end of your business day, also known as closing the batch of transactions. This consollidates all your sales and reimbursement transactions and begins the funding process, which enables you to receive your funds in your merchant bank account with as little delay as possible.
After the settlement completes, you have the choice of whether to have the terminal print a report that provides visibility on your day's transactions. The following topics explain how to configure the automatic printing of reports:
When the terminal settles the day's batch of transactions, you can choose to have the terminal print a detailed or summary transaction report. You can also choose to not have the terminal print any reports, but this may make it more difficult to compare your sales with the deposits in your merchant bank account.
By default, the automatic printing of a summary transaction report is enabled on the terminal.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Application options.
Scroll to the Auto-print section.
Toggle the Auto-print switch to the right.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to print a report automatically.
When you enable the automatic printing of transaction reports, you can choose the time when the report prints. By default, the automatic report printing occurs at 7:00 PM eastern time. If your business day ends later than 7:00PM eastern, you can adjust the time for the printing of the transaction report(s).
NOTE: When you set a time for automatic report printing, make sure it does not conflict with the terminal reboot time if you've enabled that function.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Application options.
Scroll to the Auto-print section.
Touch Auto-print time.
NOTE: Be aware that the time you select is set to the eastern time zone. If you operate in a different time zone, adjust the auto-print time (as needed) to correspond with your time zone.
On the Auto-print time screen, set the hour and minute when you want the terminal to print the transaction report(s).
NOTE: When entering the time, please make sure to use a 24 hour (military) time value for the Hour field. There is no AM or PM selection.
Touch the Confirm button.
If you have more than one terminal, repeat steps 1 to 8 for each additional terminal where you want to print a report automatically.
When you enable the automatic printing of transaction reports, you can choose to print a summary report (enabled by default), a detailed report, or both.
NOTE: Printing a detailed transaction report can use a large amount of paper if you proecess a large number of transactions.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Application options.
Scroll to the Auto-print section.
To print the detailed report, toggle the Auto-print detail report switch to the right.
To print the summary report, toggle the Auto-print summary report switch to the right.
To disable printing of either report, toggle the desired switch to the left.
If you have more than one terminal, repeat steps 1 to 8 for each additional terminal where you want to print the report(s) automatically.
Although the automatic printing aof a summary transaction report is enabled by default on the terminal, you can disable the function if desired.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Application options.
Scroll to the Auto-print section.
Toggle the Auto-print switch to the left.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable the automatic printing of reports.
From the main screen, touch Settings.