Configure receipt settings for your device

You can use the Roc Terminal+ web portal to configure how your device handles receipts during a sale. You can configure the following receipt settings:

  • Delivery options - Choose how your customers receive receipts. You can print paper receipts, send receipts by email and SMS, or do both.
  • Signature options - Choose how your device requests customer signatures during a sale. You can print a signature line on receipts, prompt for a signature on the device screen, or request a signature based on the cardholder’s verification method (CVM).

To configure your receipt settings, complete the following steps:

  1. Access the print options.
  2. Configure your receipt settings.
  3. Download updates to your device.

Step 1. Access the print options 

  1. Log in to https://terminalplus.rocpos.com/login.
  2. On the side menu, select Device Management.
  3. (Optional) Search for your device using one of the following criteria:
    • Endpoint identifier (EPI) of your device
    • Serial number of your device
    • Model number of your device
    • Doing Business As (DBA) name associated with your device
    • Store name associated with your device
  4. Select the EPI of your device.
  5. Select EDIT PARAMETERS.
  6. Select the Receipt tab, and then select the Print Option tab.

Step 2. Configure your receipt settings 

Choose one of the following receipt configurations: 

Set up paper receipts

  1. Turn off Hide Receipt Option.

  1. Turn on Paper receipt.
  2. In the Merchant Receipt Options section, choose a print option for merchant receipts:
    • Don’t Print – Don’t print a paper receipt.
    • Auto – Automatically print a paper receipt.
    • Prompt – Prompt for a paper receipt.
  3. In the Customer Receipt Options section, choose a print option for customer receipts:
    • Don’t Print – Don’t print a paper receipt.
    • Auto – Automatically print a paper receipt.
    • Prompt – Prompt for a paper receipt.
  4. (Optional) If you use a Newland X800 device, turn off Email Receipt.
  5. (Optional) To print a merchant and customer receipt when a transaction is declined, turn on Receipt for Declined Transaction
  6. Turn off SMS Receipt.
  7. Choose whether you want to print a signature line on receipts:
    • To print a signature line on receipts, complete the following steps:
      1. In the Forced Signature section, select ON PAPER
      2. Turn off Force On Screen Signature.
    • To turn off signatures on receipts, complete the following steps:
      1. In the Forced Signature section, select NONE.
      2. Turn off Force On Screen Signature.
  8. Select SAVE.

Set up email and SMS receipts

Note: You can set up email receipts only if you have a Newland X800 device.

 
  1. Turn off Hide Receipt Option.

  1. Turn off Paper receipt.
  2. In the Merchant Receipt Options section, select Don’t Print.
  3. In the Customer Receipt Options section, select Don’t Print.
  4. (Optional) If you use a Newland X800 device, turn on Email Receipt.
  5. (Optional) To print a merchant and customer receipt when a transaction is declined, turn on Receipt for Declined Transaction
  6. Turn on SMS Receipt.
  7. In the Merchant Receipt for SMS/Email section, choose a print option for merchant receipts when a customer chooses an SMS or email receipt:
    • Don’t Print – Don’t print a paper receipt.
    • Auto – Automatically print a paper receipt.
    • Prompt – Prompt for a paper receipt.
  8. Choose whether you want your device to prompt for a signature:
    • To prompt for a signature on the device screen, complete the following steps: 
      1. In the Forced Signature section, select ON DISPLAY.
      2. Turn on Force On Screen Signature.
    • To turn off signatures on the device screen, complete the following steps:
      1. In the Forced Signature section, select NONE.
      2. Turn off Force On Screen Signature.
  9. Select SAVE.

Set up paper, email, and SMS receipts

Note: You can set up email receipts only if you have a Newland X800 device.

 
  1. Turn off Hide Receipt Option.

  1. Turn on Paper receipt.
  2. In the Merchant Receipt Options section, choose a print option for merchant receipts:
    • Don’t Print – Don’t print a paper receipt.
    • Auto – Automatically print a paper receipt.
    • Prompt – Prompt for a paper receipt.
  3. In the Customer Receipt Options section, choose a print option for customer receipts:
    • Don’t Print – Don’t print a paper receipt.
    • Auto – Automatically print a paper receipt.
    • Prompt – Prompt for a paper receipt.
  4. (Optional) If you have a Newland X800 device, turn on Email Receipt.
  5. (Optional) To print a merchant and customer receipt when a transaction is declined, turn on Receipt for Declined Transaction
  6. Turn on SMS Receipt.
  7. In the Merchant Receipt for SMS/Email section, choose a print option for merchant receipts when a customer chooses an SMS or email receipt:
    • Don’t Print – Don’t print a paper receipt.
    • Auto – Automatically print a paper receipt.
    • Prompt – Prompt for a paper receipt.
  8. Choose how you want to request signatures from customers:
    • To prompt for a signature on the device screen based on the cardholder’s verification method (CVM), complete the following steps:
      1. In the Forced Signature section, select DEFAULT.
      2. Turn on Force On Screen Signature.
    • To prompt for a signature on the device screen, complete the following steps: 
      1. In the Forced Signature section, select ON DISPLAY
      2. Turn on Force On Screen Signature.
    • To print a signature line on receipts, complete the following steps:
      1. In the Forced Signature section, select ON PAPER
      2. Turn off Force On Screen Signature.
    • To request a signature on the device screen and receipts, complete the following steps:
      1. In the Forced Signature section, select ON PAPER.
      2. Turn on Force On Screen Signature
    • To turn off signatures on both your device and receipts, complete the following steps:
      1. In the Forced Signature section, select NONE.
      2. Turn off Force On Screen Signature
  9. Select SAVE.

Step 3. Download updates to your device 

Download the updates to your device. For more information about how to download updates, go to Download a parameter update to a device.