Transaction Settings
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Transaction Settings

Use this screen to manage settings related to transaction options.

  1. Tap the Main menu  icon, then tap Settings.
  2. On the Settings menu, tap Transactions.

The Transaction settings screen appears.  

  1. Change the transaction identifier.

Transaction identifier: Enable this setting to create a custom field which you can use to capture specific information during your transactions. Once you tap the toggle to on, a field appears showing “Custom ID”. 

Transaction identifier label: Replace “Custom ID” with a text for the type of information you want to record during each transaction. Example: Invoice # or Customer name.  

Note: The transaction information you enter in this field on the terminal will appear in the Customer ID field in Merchant Direct.
 
  1. When you are finished with the transaction settings, tap Save.

The application returns to the Settings menu.

  1. To return to the default transactions screen, tap the Main menu  icon, then tap Transactions.