MagTek QwickPAY - Manual (Page 31)

28 www.qwickpay.com
C. Managing my account in the Virtual Terminal
The virtual terminal is your office in the cloud; this is where you can access all aggregated transactions, create reports, perform
administrative tasks and create customized receipts.
SALE Turn your computer into a POS terminal and make sales.
Swipe Use a MagTek SCRA to securely swipe in custom cardholder information.
QwickCode Use a token created by QwickCodes for secure transactions.
Manual Entry Card not present, manual entry allows you to enter card data (PAN, Name and Exp Date) when
necessary. You can securely enter the data into the keyboard or for more secure entry and possible
reduced PCI scope, you can use a MagTek IPAD.
Barcode Upload a QwickCode (barcode image) to QwickPAY and submit payment.
OTHER TRANSACTIONS Issue credits to your customers.
VOID Enter in the transaction ID to void a sale prior to settlement.
REFUND Enter in the transaction ID to refund a sale after settlement.
REPORTS
STANDARD The Standard Report is designed to act as a “Daily Report”. The merchant should run this report every
day and it will report on that day’s transactions. It has a defaulted “From Date” of TODAY (which can
be overridden to any date back as far as 90 days) and an implied “To Date” of TODAY which cannot be
changed. (This requires very few buttons or options to click to run the report).
The Custom Report is designed to let the merchant get more granular with what to show/not show and
for what data range (as long as it does not exceed 90 days). Reports go as far back as 90 days for a
Start Date (FROM) with an End date (TO) of any day up until and including TODAY.
CUSTOM Allows you to create a custom report of your aggregated transactions.
SAVED RECEIPTS These are your aggregated saved receipts from all devices using this QwickPAY subscription.
SETTINGS
READER CONFIGURATIONS Allows you to select the configuration of yoru reader.
TERMINAL NAME If you want to track and report the name of a computer where a transaction was performed (ex - Joe’s
Front Desk Computer), please give this computer a “Terminal Name”. Once set, you will be able to view
transaction history and sort the transactions by Terminal Name using the Standard or Custom Reports.
Please choose a Terminal Name that is between 1 and 64 alphanumeric characters.
RECEIPT SETTINGS This allows you to build your own branded and customized receipts. See the next page for complete
details.
TAX & TIP Set your default tax and tip settings.
READER CONFIGURATIONS Pick your point of sale device
HELP Brings you to www.qwickpay.com/support
ADMIN: QWICKPAY
CHANGE PASSWORD Allows your to change your password on your virtual terminal.
If you change your password, it will only change the password from the device you are using and does
not change your subscription password. If you want all of your devices to have a matching password, you
will need to update them all accordingly.
MERCHANT NICKNAME The Merchant Nickname is a new feature that lets the merchant choose a unique nickname name that
can be used to login into QwickPAY instead of using the system generated QwickPAY Merchant ID.
LOGOUT Securely logout
e. Terminal Name
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C. Virtual terminal
f. Overview
If you want to track and report the name of a computer/browser where a Virtual Terminal-based transaction was performed (ex - Joe’s
Front Desk Computer), users can now give that computer a “Terminal Name”. Go to Settings/Terminal Name in the Virtual Terminal and
once set, you will be able to view transaction history and sort the transactions by Terminal Name using the Standard or Custom Reports.
Note: Android and iOS Device Names will also be saved in the Terminal Name field in the database for unified transaction reporting.
This will give users the ability to track and sort transactions from multiple QwickPAY platforms.