Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . From the Main Menu, select Settings, and then select Predefined Tips. Select Edit, and then select Add New. In the Tip Label text box, type the name of the tip amount. In the Value (%) text box, enter a value for the tip amount. To allow your custo...

After a customer makes a payment through a payment link, we automatically email the customer a copy of the receipt. If the customer didn’t receive the receipt, you can resend it. To resend a copy of the receipt to the customer, complete the following steps: Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select Customers, an...

Note: The steps in this article apply only to the web app.   The net term for invoices is the number of days that you expect customers to pay their invoice within. For example, if the net term is 30 days, your customer has 30 days to pay the invoice. When you create an invoice, you select the net term from a list of options. To add a net term to the...

From the app screen, tap Settings. If you don't see Settings on the home screen, swipe right to the next screen.  (Optional) Type 350000. Tap Battery. Tap Battery Percentage. To return to the home screen, tap Home.     ...

Note: For more information about how to run a pre-authorization with our Payment Links feature, go to  Create and share a payment link .    To complete a pre-authorization, you need to capture it. To capture a pre-authorization, you need the order ID of the pre-authorization. Locate the order ID From the side menu, select Customers, and then select ...

Important: To create a default design template, you must be an Org Admin or Manager.   You can create a default design template that aligns with your organization's brand guidelines. The template applies to campaigns that use the default brand settings.  To create a default design template, complete the following steps: Select > Settings > Bra...

Important: To configure your campaign settings, you must be an Org Admin or Manager.   To change how your donors interact with your campaign, you can configure the following settings: Payments tab – Set donation amounts, enable recurring donations, enable pledges, add funds, or customize the donation button text.  Options tab – Redirect donors to yo...

You can update the following information in your Roc Giving account: Your first name  Your last name Your email Your phone number To update your information, complete the following steps: Select your profile logo . Select Edit.  Update your information. Select Save. Note: To change your password, go to Change your Roc Giving account password.  ...

Find the welcome email that we sent you from [email protected] . If you didn’t receive a welcome email, contact our Support Team at (615)-550-5523 or [email protected] . On the welcome email, select Finish Set Up. On the account registration page, create a password. For more information about passwords, go to Password best ...

  Important: To customize your campaign design, you must be an Org Admin or Manager.   When you create a campaign, we apply your organization’s default design template. If you don’t want to use the default design template, you can create a custom design for the campaign. To  create a custom design, complete the following steps: Select, and then sele...

Go to https://giving.rocpos.com/login . Enter your email and password.  Select Log In.  Note: If you forgot your password, go to Reset your Roc Giving account password.  ...

Important: To update your organization information, you must be an Org Admin or Manager.    You can update the following information about your organization: Name Email address Website Business address Phone number Time zone Tax ID To update information about your organization, complete the following steps: Select> Settings > Organization. Upd...

Connect the USB charging cable to the power adapter. Plug in the power adapter to a wall outlet. Connect the USB cable to the charging port on the side of your device.  If your device still doesn’t charge, contact us. Use the USB charging cable that we supplied with your device. Check that you have fully inserted the USB charging cable into your dev...

Important: To add a campaign, you must be an Org Admin or Manager.   Select> Campaigns > Add New Campaign. Enter a campaign name. Enter the dollar amount that you want to raise for this campaign. Select Save....

If you use the Self-Care Portal to email a payment link, you can view the link's share history. The share history includes information about when you sent the payment link and who you sent the payment link to. Note: If you use your own software to share a payment link, you can't view the share history.   To view the share history of a payment link, ...

Note: You can void a transaction only if it is in an open batch.   Tap Main Menu ≡. Tap PAYMENT > CARD > VOID. Type the password, and then tap Enter. The default password is the last four digits of the EPI, which the device displays on the screen. Type one of the following: Transaction number from the receipt. Last four digits of the card numb...

To download a copy of the quick start guide, click the following link: DX8000 Quick Start Guide...

Tap Main Menu ≡. Tap PAYMENT > CARD > AUTH. Type the pre-authorization amount, and then tap Enter. Ask your customer to swipe, insert, or tap their card. To manually enter the card details, tap Enter Manually. Select a receipt method.  To print a physical copy of the receipt, tap Print receipt.  To send a digital copy, enter your customer's mo...

You can create and share a payment link in the Self-Care Portal to collect payment for goods and services.  Create a payment link  Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select Customers, and then select PayByLink. Select NEW PAYMENT LINK. Configure your link settings, and then select Save.  The following table cont...

  Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . From the Main Menu, select Settings, and then select Discounts. Select Edit, and then select Add New. From the Discount Type menu, select the discount type: PCT – Percentage discount AMT – Dollar amount In the Discount Code text box, enter the di...

Note: To download a printable version of this guide, select the following link: Chipper 3X Quick Start Guide   Your new device Getting started To set up your Chipper 3X, complete the following steps: Step 1. Charge your Chipper 3X. Step 2. Install the Roc Services app on your mobile device. Step 3. Connect your Chipper 3X to your mobile device. Step...

You can use our Self-Care Portal to generate and share a payment link that your customer can use to pay for goods or services. When your customer selects a payment link, we direct them to a payment page to enter their payment details and complete the payment. You can also use the Self-Care Portal to track if the customer has used a payment link. In ...

  Getting started Step 1. Connect the power cable Remove the battery cover. Insert the power cable into your device. Place the power cable in the cable organizer. Replace the battery cover. Insert the plug into a power outlet. Step 2. Turn on your device Press and hold the power button for four seconds. Step 3. Connect your device to your network Yo...

Note: You can void sales and refunds if they're in an open batch. If the sale is in a closed batch, run a refund.    You can use your device to void the last transaction or void a different transaction. Tap ⋮, and then tap Main Menu. Tap Void.  Void a transaction. To void the last transaction, tap Void Last Transaction. To void a different transacti...

Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . From the Main Menu, select Users, and then select Add New User. Enter the following details for the user: First name Last name Email address Phone number To provide the user with access to the web app, select Web Access. To provide the user with ac...

To turn off your device, press and hold the power button for four seconds, and then tap Power off....

Note: These steps apply only to the web app.   The invoice contains links that your customer can use to pay the invoice by ACH or by card. You can also request a deposit from your customer. Create an invoice From the Main Menu, select Invoices, and then select Create New Invoice. From the Net Term menu, select the number of days until payment is due...

If you forgot your password, complete the following steps: Select Forgot Password?. Enter your email address. Select Send Email. We then send you an email that contains instructions to reset your password....

Getting started Step 1. Charge your device Plug the USB-C cable into your device, and then plug the other end of the cable into a USB socket. Note: We recommend that you use the USB cable that came with your device.    Step 2. Turn on your device Press and hold the power button for four seconds. Step 3. Connect your device to your wireless network F...

Important: To deactivate a campaign, you must be an Org Admin or Manager.   When you deactivate a campaign, donors can no longer view the campaign, and you can no longer share the campaign. However, you can still view the campaign data. Select, and then select Campaigns. From the list of campaigns, locate the campaign that you want to deactivate. Fr...

Important: To reactivate a campaign, you must be an Org Admin or Manager.   Select, and then select Campaigns. From the list of campaigns, locate the campaign that you want to reactivate. From the Status column, select Archived. To reactivate the campaign, turn on the Archived toggle. Select Save. ...

Important: To update your campaign name, you must be an Org Admin or Manager.   Select, and then select Campaigns. From the Campaign Name column, select the campaign name.  Select Edit . Enter a new name. Select Save .  ...

Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . From the Main Menu, select Settings, and then select Tax. Select Edit, and then select Add New. In the Tax Class Name text box, type the name of the tax. In the Tax Rate (%) text box, enter a value for the tax percentage. (Optional) To make this ta...

If your DX8000 device won’t print transaction receipts, but can still process payments, complete the following steps: Check that you are using the correct receipt paper. The receipt paper is thermos-reactive and 58mm x 40mm in size. Check that you have installed the receipt paper correctly. For more information about how to replace your printer pape...

Tap Main Menu ≡. Tap PAYMENT > CARD > REFUND. Type the refund amount, and then tap Enter. Ask your customer to swipe, insert, or tap their card. To manually enter the card details, tap Enter Manually. Select a receipt method. To print a physical copy of the receipt, tap Print receipt. To send a digital copy, enter your customer’s mobile number...

You can connect your device to either a wireless network or a wired network. Connect your device to a wireless network From the home screen, tap Main Menu ≡. Tap Settings, and then tap WiFi Config. Tap the name of your wireless network. Type the password for your wireless network. Tap Connect. Connect your device to a wired network Remove the batter...

If you can't connect your device to your network, try the following ways to resolve the network connection issue. If you still can't connect your device to the network, contact our Support Team at 888.477.4510 or email [email protected]. Note: You can use your mobile device as a hotspot until you have resolved your network connection issues.    Che...

Check that you fully inserted the power cord into your device and into the power outlet. Press and hold the power button for four seconds....

If your device won't turn on, try the following steps: Charge your device with the USB charging cable that comes with your device.  Unplug the power cable from the device, wait for ten seconds, and then re-insert the power cable. If the device still won't turn on, contact our Support Team at 888.477.4510 or email [email protected]. ...

Important: You can add or remove MIDs only if you have a multi-MID account.   To add or remove a MID from your account, contact our Customer Support team at 888.477.4500 or email [email protected]....

Note: To download a printable version of this guide, select the following link: Cash Drawer and Scanner Quick Start Guide   What's included Multi-Comm Hub and power cable Scanner and USB cable Cash drawer and communication  Getting started To set up your X800 device with the scanner and the cash drawer, complete the following steps:  Step 1. Connect...

Tap Main Menu ≡. Tap PAYMENT > CARD > PRESALE. Type the presale ticket amount, and then tap Enter. Tap OK. (Optional) Your device prompts your customer to provide a tip amount. Tap Enter....

To access the internet, you can connect your device to a wired network or a wireless network. Connect to a wired network Plug an ethernet cable into the ethernet port on the Magic Box. Connect to a wireless network From the app screen, tap Settings . If you can't find Settings on the home screen, swipe left to the next screen.  Enter 350000. Tap Net...

Tap Main Menu ≡ > Settings > Change MID.  From the list of MIDs, tap your MID. Tap Forgot Password. We send you a one-time password (OTP) by email and SMS. Enter the six-digit OTP, and then tap Enter. Enter your new password, and then tap Enter. Re-enter your new password, and then tap Enter. After you reset your password, your device returns ...

Transaction types You can use your device to: Run a credit sale. Run a debit sale. Void a transaction. Run a refund. Run a pre-authorization. Capture a pre-authorization. Print a presale ticket. Run a credit sale Type the sale amount, and then tap Enter. Ask your customer to swipe, insert, or tap their card. To manually enter their card details, tap...

You can sync both card-present transactions and card-not-present transactions that you run on Roc Terminal+ with your QuickBooks account. Card-present transactions To sync the details of card-present transactions with QuickBooks, link your device to QuickBooks and then update your device. Link your device to QuickBooks Log in to  https://terminalplu...

To view the end point identifier (EPI) of your device, tap the Agent icon....

Make sure that your device is close to your router, and then try to connect to your network again. Note: If you have issues with your wireless network, you can try to use your mobile device as a hotspot.   ...

When you add a new user to the Payroc app, you must choose the type of user that you want to add. The Payroc app supports two types of users: Supervisor - A supervisor can run all transactions and update settings in the Payroc app. Clerk - A clerk can run sales and view transactions, but they can't void transactions, run refunds, or change any setti...

Important: To share a campaign, you must be an Org Admin or Manager.   You can use the following options to share your campaign with your donors: URL – Web address of your campaign. Embeddable link – Short snippet of HTML code that you can add to your website. QR code – Image that your donors can scan to access your campaign. To share your campaign,...

Important: To add a team member in Roc Giving, you must be an Org Admin or Manager   Select > Settings > Team.  Select Add Team Member.  Enter your team member’s first name.  Enter your team member’s last name. Enter your team member’s email address.  In the Role box, select one of the following roles for your team member: Manager – They can a...

Charge your Chipper 3X, and then press the power button. If your Chipper 3X still doesn’t turn on, complete the following steps: Use a paperclip to press the reset button at the bottom of the Chipper 3X. Press the power button. ...

Make sure that the docking station is plugged into a power outlet and that you have correctly placed your device on the docking station. ...

To turn on your device, press and hold the power button for four seconds. ...

If you see the prompt for Roc Terminal+ Master Passcode, follow these steps to return to the Roc Terminal+ Application: Select the back button.      2. Select the Roc Terminal+ App Icon.              ...

Tap ⋮, and then tap Main Menu. Tap Transaction Reports. Tap the type of transaction report that you want to view. Open Batch - View the transactions from an open batch. Shift - View the transactions from your shift. Daily - View the transactions from a specific day. Closed - View the transactions from a closed batch. (Optional) To view more details ...

Charge your device for at least three and a half hours.  Complete the following steps: Press and hold the power button for four seconds....

Important: To customize your campaign policy, you must be an Org Admin or Manager.    You can customize your campaign policy to align with your organization's guidelines, for example, you require that donors are a minimum of 18 years old. After you customize the policy, you can choose which campaigns you want to display the policy for.   Note: You c...

Getting started Step 1. Charge your device To charge your device, you can use the docking station or use a USB-C cable. Use the docking station Plug the docking station into a power outlet. Place your device on the docking station. Use a USB-C cable Insert the USB-C cable into USB-C port on the side of your device. Plug the other end of the cable in...

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Swipe down twice from the top of the screen. Move the slider to the left or right to adjust the brightness of the screen. To return to the home screen, tap Home.     ...

Note: The steps in this article apply only to the web app.   You can add your own payment method that you can select on the checkout screen. For example, coupons. Log in to  https://services.rocpos.com/ . From the Main Menu, select Settings, and then select User Defined Payment Method. Select Edit, and then select Add New. In the Name text box, type...

To download a printable copy of the DX8000 Quick Start Guide, select the following link: DX8000 Quick Start Guide Your new device Figure 1. App screen Figure 2. Hardware components Getting to the App screen To return to the Home screen, tap Home . To view the App screen, swipe left. Figure 3. Your device starts on the Home screen.   Figure 4. Moving...

Connect the PIN pad to your N950-S Power off your N950-S. Remove the back cover of the N950-S. Connect the adapter cable to the USB-C port on the back of the N950-S. Connect the cable from the PIN pad to the USB-A port on adapter cable. Reattach the back cover of the N950-S. Power on the N950-S. If you successfully connected the PIN pad to your N950...

Select your profile logo. Select Edit, and then select Change Password. In the Current Password box, enter your current password.  In the New Password box, enter a new password. For more information about passwords, go to Password best practice .  In the Confirm New Password box, reenter your new password. Select Submit....

Go to https://giving.rocpos.com/login . Select Forgot password? Enter your email address. Select Send.  Find the password reset email that we sent you from [email protected] . If you didn’t receive the email, select Resend link on the password reset page.  In your password reset email, select Reset Your Password. Enter a new password. F...

Charge your device. Press and hold the power button for at least four seconds....

You can use the Self-Care Portal to view a list of payment links that you’ve created.  To view your payment links, complete the following steps: Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select Customers, and then select PayByLink. (Optional) Use the filter to locate a payment link. You can select SAVE to save your fil...

Tap Main Menu ≡. Tap PAYMENT > CARD > TICKET. Type the capture amount, and then tap Enter. Type one of the following: Transaction number from the receipt. Last four digits of the card number. Tap Enter. Tap the pre-authorization that you want to capture. (Optional) Your device prompts your customer to provide the following: Signature Tip amoun...

Note: You can’t share an expired payment link or a single-use payment link that a customer has used. For more information about the status of your payment link, go to View your payment links.   You can use our Self-Care Portal to email a payment link, or you can use the link's assets we create in your own software to share the link. If you use our S...

                                                                                                                                                                                                                                                                                                                                                               ...

You can use the Self-Care Portal to change the settings of a payment link. The changes you can make depend on the type of link you want to make changes to. You can change the following settings of a multi-use link: Expiration Date – Last date that the customer can use the link to make a payment. Create Secure Token from payment details – Indicates i...

Use the Self-Care Portal to deactivate a payment link. When you deactivate a payment link, its status changes to Cancelled, and you can't reactivate or share the payment link. However, you can still view its details, payment history, and share history.   To deactivate a payment link, complete the following steps: Sign in to  payments.payroc.com/merc...

You can use the Self-Care Portal to view a list of payments that your customers made through a payment link. Note: For single-use links, only one transaction appears in your payment history.   To view the payment history of a payment link, complete the following steps: Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select C...

Go to https://services.rocpos.com/. Enter your email address or username. Enter your password. Select Log in. Video tutorial...

You can select an item from the catalog or use the Quick Charge tab to enter a custom amount. Use the catalog From the Main Menu, select Virtual Terminal, and then select Catalog. Select the category, and then select the item that you want to add. (Optional) Repeat Step 2 to add other items. Select Charge. Select the payment method, and then follow ...

After a customer uses a payment link to make a payment, you can print a customer copy of the receipt or a merchant copy of the receipt. Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select Customers, and then select PayBylink. Locate the link that the customer used to make the payment. From the Action column, select , and ...

Note: The steps in this article apply only to the web app.   The catalog contains items that you commonly sell. When you run transactions, you can use the catalog to quickly select these items. Before you add an item to the catalog for the first time, you need to complete the following steps: Create a super category. Create a category. Add the item ...

Note: The DX8000 uses thermal printer paper that is 58mm x 40mm.   Lift and pull the flap to open the printer cover.   Remove the empty roll. Insert the new roll of printer paper. Close the printer cover.       ...

Important: You can switch between different MIDs only if you have a multi-MID account.   To switch to your MID on your device, complete the following steps: From the home screen, tap Main Menu ≡ > Settings > Select MID.  From the list of MIDs, tap the MID that you want to switch to. 3. Enter your password, and then tap Enter. The default passw...

Go to https://terminalplus.rocpos.com/login. Enter your username. Enter your password. Select LOGIN. Note: If you’ve forgotten your password, select Forgot Password?, and then follow the steps to reset your password. Go to  https://terminalplus.rocpos.com/login . Enter your username. Enter your password. Select LOGIN. Note: If you’ve forgotten your ...

Tap ⋮, and then tap Terminal Settings. Enter your supervisor credentials. Tap Supervisor Id, and then enter your user ID. Tap Supervisor Password, and then enter your password.  Tap Login. From the Set Print Mode dropdown menu, select one of the following options: Cardholder Receipt only - Your device automatically prints a customer copy of the rece...