# Close your Payroc account Locale: en-US Source: https://support.payroc.com/en-US/account-management/close-your-payroc-account Account management To close your Payroc account, contact our Customer Support Team at **1-888-477-4500** or email [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [Update your Doing Business As name and address](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md) - [Add a new user on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/add-a-new-user.md) - [Contact us](https://support.payroc.com/en-US/account-management/contact-us.md) - [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md) --- # Complete a voice authorization Locale: en-US Source: https://support.payroc.com/en-US/account-management/complete-a-voice-authorization Account management Use voice authorization to authorize a sale or to perform an address verification (AVS) check over the phone. You can use voice authorization when your payment device is unavailable or when a transaction needs additional verification. Before you call, you need the following information: - Your merchant ID (MID) - The customer's payment details The steps to complete a voice authorization vary depending on your payment processor. Use the table below to identify your processor, and then go to the correct instructions. | MID that starts with | Processor | Instructions | | --- | --- | --- | | 52 1 if you boarded before 2013 and your MID is 8 digits. 7, 8, or 9 if you boarded before 2013 and your MID is 7 digits. | WorldPay | Go to [WorldPay](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md#worldpay-0). | | 543, 555, 393, 7641, 8959 | TSYS | Go to [TSYS](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md#tsys-7). | | 434 or 5166 | Fiserv Omaha or Fiserv North FDMS | Go to [Fiserv Omaha or Fiserv North FDMS](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md#fiserv-omaha-or-fiserv-north-fdms-14). | | 708 | Fiserv North FACS | Go to [Fiserv North FACS](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md#fiserv-north-facs-21). | ## WorldPay You can use voice authorization to authorize a sale or to perform an AVS check. ### Authorize a sale #### Identify your account 1. Call **1-800-645-9120**. 2. Enter your merchant ID, and then press **#**. #### Enter the sale information 1. Enter the card number, and then press **#**. 2. Enter the 4-digit expiration date, and then press **#**. 3. To authorize a sale, press **1**. 4. Enter the sale amount, and then press **#**. Enter the amount in cents, for example, enter **100** for $1.00. 5. Confirm the amount that you entered: - If the amount is correct, press **1**. - If the amount is incorrect and you want to enter a different amount, press **2**. 6. If the sale is approved, you receive an approval message along with the authorization code. To repeat the message, press **0**. 7. (Optional) Start a new authorization: - To start a new authorization for the same card, press **1**. - To start a new authorization for a different card, press **2**. ### Perform an AVS check #### Identify your account 1. Call **1-800-645-9120**. 2. Enter your merchant ID, and then press **#**. #### Enter the customer's information 1. Enter the card number, and then press **#**. 2. Enter the 4-digit expiration date, and then press **#**. 3. To perform an AVS check, press **2**. 4. Enter the customer’s street number with apartment number, if it applies, and then press **#**, for example, if the address is 457 Main Street Apartment 2, enter **4572**. 5. Enter the customer’s zip code, and then press **#**. 6. Listen for the message to confirm whether the address matches. To repeat the message, press **0**. 7. (Optional) Start a new authorization: 8. To start a new authorization for the same card, press **1**. 9. To start a new authorization for a different card, press **2**. ## TSYS You can use voice authorization to authorize a sale or to perform an AVS check. ### Authorize a sale #### Identify your account 1. Call **1-800-291-4840**. 2. For English, press **1**. For Spanish, press **2**. 3. Enter the merchant ID, and then press **#**. 4. Enter the merchant’s ZIP code, and then press **#**. #### Enter the sale information 1. To authorize a sale, press **1**. 2. Enter the card number, and then press **#**. 3. Enter the 4-digit expiration date, and then press **#**. 4. Enter the sale amount, and then press #. Enter the amount in cents, for example, enter **100** for $1.00. 5. Confirm the amount that you entered: - If the amount is correct, press **1**. - If the amount is incorrect and you want to enter a different amount, press **2**. 6. If the sale is approved, you receive an approval message along with the authorization code and transaction ID. To repeat the message, press **1**. 7. (Optional) To start a new authorization, press *****. ### Perform an AVS check #### Identify your account 1. Call **1-800-291-4840**. 2. For English, press **1**. For Spanish, press **2**. 3. Enter your merchant ID. 4. Enter your ZIP code, and then press **#**. #### Enter the customer's information 1. To perform an AVS check, press **22**. 2. Enter the card number, and then press **#**. 3. Enter the 4-digit expiration date, and then press **#**. 4. Enter the customer’s street number with apartment number, and then press **#**, for example, if the address is 457 Main Street Apartment 2, enter **4572**. 5. Enter the customer’s ZIP code, and then press **#**. 6. Listen for the message to confirm whether the address matches. To repeat the message, press **1**. 7. (Optional) To start a new authorization, press *****. ## Fiserv Omaha or Fiserv North FDMS You can use voice authorization to authorize a sale or to perform an AVS check. ### Authorize a sale #### Identify your account 1. Call **1-800-228-1122**. 2. To authorize a sale, press **1**. 3. Enter your merchant ID, and then press **#**. #### Enter the sale information 1. Enter the card number, and then press **#**. 2. Enter the 4-digit expiration date, and then press **#**. 3. Enter the sale amount, and then press **#**. Enter the amount in cents, for example, enter **100** for $1.00. 4. Confirm the amount that you entered: - If the amount is correct, press **1**. - If the amount is incorrect and you want to enter a different amount, press **2**. 5. To authorize a sale for goods and services, press **1**. 6. If the sale is approved, you receive an approval message along with the authorization code. 7. (Optional) To begin another authorization, follow the prompt to enter the card number. ### Perform an AVS check #### Identify your account 1. Call **1-800-228-1122**. 2. To perform an AVS check, press **2**. 3. Enter the merchant ID, and then press **#**. #### Enter the customer's information 1. Enter the card number, and then press **#**. 2. Enter the 4-digit expiration date, and then press **#**. 3. Enter the customer’s street number with apartment number, and then press **#**, for example, if the address is 457 Main Street Apartment 2, enter **4572**. 4. Enter the customer’s ZIP code, and then press **#**. 5. Listen for the message to confirm whether the address matches. 6. (Optional) Start a new authorization or AVS check: - To start an authorization with this address verification, press **1**. - To start another AVS check, press **2**. - To speak to a representative, press **3**. ## Fiserv North FACS ### Authorize a sale #### Identify your account 1. Call **1-800-645-9120**. 2. Enter your merchant ID or authorization ID, and then press **#**. 3. Enter your 10-digit business phone number, and then press **#**. 4. From the list, select your business name. #### Enter the sale information 1. To authorize a sale, press **1**. 2. Enter the card number, and then press **#**. 3. Enter the 4-digit expiration date, and then press **#**. 4. Enter the CVV code, and then press **#**. 5. Enter the sale amount, and then press **#**. Enter the amount in cents, for example, enter **100** for $1.00. 6. Confirm the amount that you entered: - If the amount is correct, press **1**. - If the amount is incorrect and you want to enter a different amount, press **2**. 7. To authorize a sale for goods and services, press **1**. 8. If the sale is approved, you receive an approval message along with the authorization code. To repeat the message, press **1**. 9. (Optional) Start a new authorization: - To perform an AVS check for this transaction, press **2**. - To start a new authorization, press **3**. ### Perform an AVS check #### Identify your account 1. Call **1-800-645-9120**. 2. Enter your merchant ID, and then press **#**. 3. Enter your 10-digit business phone number, and then press **#**. 4. From the list, select your business name. #### Enter the customer's information 1. To perform an AVS check, press **2**. 2. Enter the card number, and then press **#**. 3. Enter the 4-digit expiration date, and then press **#**. 4. Enter the customer’s street number with apartment number, and then press **#**, for example, if the address is 457 Main Street Apartment 2, enter **4572**. 5. Enter the customer’s zip code, and then press **#**. 6. Listen for the message to confirm whether the address matches. To repeat the message, press **1**. 7. (Optional) Start a new authorization: - To start an authorization with this address verification, press **2**. - To perform a new AVS check, press **3**. ## Related articles - [Void a transaction on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/void-a-transaction.md) --- # Contact us Locale: en-US Source: https://support.payroc.com/en-US/account-management/contact-us Account management What type of issue do you have? ### Processor What does your merchant ID (MID) begin with? ### 52 Which WorldPay support options do you need? ### Speak with a representative Merchant support Hours: Monday to Friday, 8:00 AM to 5:00 PM EST Call **1-800-621-8931.** After-hours support For support outside of regular hours, contact WorldPay directly at **1-800-683-2289**. ### Complete a voice authorization Use voice authorization to authorize a sale or perform an Address Verification Service (AVS) check. To complete a voice authorization with Worldpay, call **1-800-645-9120**. For more information about how to complete a voice authorization, go to [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md). ### Access my merchant account To access your merchant account, go to [https://www.accessmyiq.com/login](https://www.accessmyiq.com/login). ### Manage and validate PCI compliance To manage and validate your Payment Card Industry Data Security Standard (PCI-DSS) requirements, either: Go to the [PCI Portal](https://saferpayments.yoursecurejourney.com/safemaker/login/portal). Call **1-833-534-8422**. ### Track and manage chargebacks To track and manage your chargebacks, either: Go to the [Chargeback Portal](https://www.accessmyiq.com/login). Call **1-800-667-9573**. ### 1 Is your MID 8-digits long? ### Yes Which WorldPay support options do you need? ### Speak with a representative Merchant support Hours: Monday to Friday, 8:00 AM to 5:00 PM EST Call **1-800-621-8931.** After-hours support For support outside of regular hours, contact WorldPay directly at **1-800-683-2289**. ### Complete a voice authorization Use voice authorization to authorize a sale or perform an Address Verification Service (AVS) check. To complete a voice authorization with Worldpay, call **1-800-645-9120**. For more information about how to complete a voice authorization, go to [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md). ### Access my merchant account To access your merchant account, go to [https://www.accessmyiq.com/login](https://www.accessmyiq.com/login). ### Manage and validate PCI compliance To manage and validate your Payment Card Industry Data Security Standard (PCI-DSS) requirements, either: Go to the [PCI Portal](https://saferpayments.yoursecurejourney.com/safemaker/login/portal). Call **1-833-534-8422**. ### Track and manage chargebacks To track and manage your chargebacks, either: Go to the [Chargeback Portal](https://www.accessmyiq.com/login). Call **1-800-667-9573**. ### No If you don't know your MID, contact our Support Team for assistance: Email [cs@payroc.com](mailto:cs@payroc.com). Call **1-888-477-4500**. ### 7, 8, or 9 Is your MID 7-digits long? ### Yes Which WorldPay support options do you need? ### Speak with a representative Merchant support Hours: Monday to Friday, 8:00 AM to 5:00 PM EST Call **1-800-621-8931.** After-hours support For support outside of regular hours, contact WorldPay directly at **1-800-683-2289**. ### Complete a voice authorization Use voice authorization to authorize a sale or perform an Address Verification Service (AVS) check. To complete a voice authorization with Worldpay, call **1-800-645-9120**. For more information about how to complete a voice authorization, go to [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md). ### Access my merchant account To access your merchant account, go to [https://www.accessmyiq.com/login](https://www.accessmyiq.com/login). ### Manage and validate PCI compliance To manage and validate your Payment Card Industry Data Security Standard (PCI-DSS) requirements, either: Go to the [PCI Portal](https://saferpayments.yoursecurejourney.com/safemaker/login/portal). Call **1-833-534-8422**. ### Track and manage chargebacks To track and manage your chargebacks, either: Go to the [Chargeback Portal](https://www.accessmyiq.com/login). Call **1-800-667-9573**. ### No If you don't know your MID, contact our Support Team for assistance: Email [cs@payroc.com](mailto:cs@payroc.com). Call **1-888-477-4500**. ### 434, 5166, or 708 Which Fiserv support options do you need? ### Speak with a representative Merchant support Hours: Monday to Friday, 8:00 AM to 6:00 PM CST If you have questions about funding, billing, or statements, call our Merchant Support Team at **1-800-204-6431**. If you have questions about your terminal configuration, payment processing, or the gateway, call our Tech Support Team at **1-800-572-2267**. After-hours support For support outside of regular hours, call **1-800-228-0210**. ### Complete a voice authorization Use voice authorization to authorize a sale or perform an Address Verification Service (AVS) check. If your MID begins with 434 or 5166, call **1-800-228-1122**. If your MID begins with 708, call **1-800-645-9120**. For more information about how to complete a voice authorization, go to [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md). ### Access my merchant account To access your merchant account, go to [https://www.youraccessone.com/64_ms_login.aspx.](https://www.youraccessone.com/64_ms_login.aspx.) ### Manage and validate PCI compliance To manage and validate your Payment Card Industry Data Security Standard (PCI-DSS) requirements, either: Go to the [PCI Portal](https://www.pciapply.com/payroc). Call **1-844-218-5392**. ### Track and manage chargebacks To track and manage your chargebacks, either: Go to the [Chargeback Portal](https://accounts.businesstrack.com/as/authorization.oauth2?client_id=businesstrack_oauth&response_type=code&redirect_uri=https%3A%2F%2Fmiam.businesstrack.com%2Fmanage%2Fapi%2Fauthz%2Foauth2%2Ftoken). Call **1-800-672-5007**. ### 7641 or 8959 What TSYS support options do you need? ### Speak with a representative Merchant support Hours: Monday to Friday, 8:00 AM to 6:00 PM CST If you have questions about funding, billing, or statements, call our Merchant Support Team at **1-800-204-6431**. If you have questions about your terminal configuration, payment processing, or the gateway, call our Tech Support Team at **1-800-572-2267**. After-hours support For support outside of regular hours, call **1-800-228-0210**. After-hours device support For device support outside of regular hours, call the number for your device: Desk 3500, Desk V400, or Desk VX520: **1-800-552-8227** PAX: **1-877-859-0099** Dejavoo: **1-877-358-6797** Valor: **1-800-615-8755** ### Complete a voice authorization Use voice authorization to authorize a sale or perform an Address Verification Service (AVS) check. To complete a voice authorization with TSYS, call **1-800-291-4840**. For more information about how to complete a voice authorization, go to [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md). ### Access my merchant account To access your merchant account, go to [https://merlinkresponse.com](https://merlinkresponse.com/). ### Manage and validate PCI compliance To manage and validate your Payment Card Industry Data Security Standard (PCI-DSS) requirements, either: Go to the [PCI Portal](https://pcicez.gpndi.com/safemaker/login/portal). Call **1-833-571-3928**. ### Track and manage chargebacks To submit documentation for a dispute or chargeback, either: Go to our [online portal](https://merlinkresponse.com/). Send the documentation by fax to **1-706-644-5210**. For assistance with chargebacks, call **1-866-637-5467**. ### I don't know my MID If you don't know your MID, contact our Support Team for assistance: Email [cs@payroc.com](mailto:cs@payroc.com). Call **1-888-477-4500**. ### Gateway Which gateway are you using? ### Payroc Gateway ![Payroc logo](https://support.payroc.com/assets/56c93563f6fca872.png) Phone: **1-888-477-4500** Email: [cs@payroc.com](mailto:cs@payroc.com) [Merchant Portal](https://payments.payroc.com/merchant/selfcare/) [Merchant Resources](https://support.payroc.com/en-US/core-products/payroc-gateway.md) ### TranSafe ![TranSafe logo](https://support.payroc.com/assets/b1e96c6618c06fea.png) Phone: **1-888-311-5203** Email: [ts.commerce@payroc.com](mailto:ts.commerce@payroc.com) [Merchant Portal](https://portal.transafe.com/) [Merchant Resources](https://www.youtube.com/channel/UC767ud0svXAo6s-0_T1iueA/videos) [Developer Resources](https://www.transafe.com/developers) ### Bill & Pay ![Bill & Pay logo](https://support.payroc.com/assets/9c95b91f69810d8e.png) Phone: **1-800-654-5540** Email: [support@billandpay.com](mailto:support@billandpay.com) [Merchant Portal](https://www.billandpay.com/securelogin/index.php) [Developer Resources](https://www.billandpay.com/webservices/) ### SkyLink ![SkyLink logo](https://support.payroc.com/assets/638d3c219b55f2fd.png) Phone: **1-888-311-5203** Email: [ts.commerce@payroc.com](mailto:ts.commerce@payroc.com) [Merchant Portal](https://portal.transafe.com/) [Merchant Resources](https://www.youtube.com/channel/UC767ud0svXAo6s-0_T1iueA/videos) [Developer Resources](https://www.transafe.com/developers) ### Valor ![Valor PayTech logo](https://support.payroc.com/assets/63d8b89dda8e3c48.jpg) Phone: **1-800-615-8755** Email: [support@valorpaytech.com](mailto:support@valorpaytech.com) [Merchant Portal](https://online.valorpaytech.com/) [Merchant Resources](https://kb.valorpaytech.com/docs/mtoc) ### PayTrace ![PayTrace logo](https://support.payroc.com/assets/6dd72712095b95de.png) Phone: **1-888-806-6545** Email: [support@paytrace.com](mailto:support@paytrace.com) [Merchant Portal](https://www.paytrace.com/) [Merchant Resources](https://paytrace.atlassian.net/wiki/spaces/HD/overview) [Developer Resources](https://developer.north.com/b2b/integration-guide) ### Authorize.net ![Authorize.net logo](https://support.payroc.com/assets/147e745a7354efb0.png) Phone: **1-877-447-3938** Email: [support@authorize.net](mailto:support@authorize.net) [Merchant Portal](https://account.authorize.net/) [Developer Resources](https://developer.authorize.net/) ### Forte ![Forte logo](https://support.payroc.com/assets/22a7443768128007.jpg) Phone: **1-866-290-5400** Email: [support@forte.net](mailto:support@forte.net) [Merchant Portal](https://www.forte.net/) [Merchant Resources](https://support.forte.net/support/home) [Developer Resources](https://www.forte.net/developers/) ### USAePay ![USAePay logo](https://support.payroc.com/assets/2b064c6ce294b1b2.png) Phone: **1-866-872-3729** Email: [support@usaepay.com](mailto:support@usaepay.com) [Merchant Portal](https://www.usaepay.com/) [Developer Resources](https://help.usaepay.info/developer/) ### My gateway is not listed or I don't know my gateway If your gateway is not listed or if you don’t know your gateway, contact our Support Team for assistance: Email [cs@payroc.com](mailto:cs@payroc.com). Call **1-888-477-4500**. ### Other If you have other issues, contact our Support Team for assistance: Email [cs@payroc.com](mailto:cs@payroc.com). Call **1-888-477-4500**. ## Related articles - [View a transaction report on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/view-a-transaction-report.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Password best practices](https://support.payroc.com/en-US/account-management/password-best-practice.md) --- # Account Management Locale: en-US Source: https://support.payroc.com/en-US/account-management Manage your account settings and access support resources. ## Categories - [Statements and Funding](https://support.payroc.com/en-US/account-management/statements-and-funding.md) — Learn more about your statements and what can affect your deposits. ## Articles - [Contact us](https://support.payroc.com/en-US/account-management/contact-us.md) - [Password best practices](https://support.payroc.com/en-US/account-management/password-best-practice.md) - [Update your Doing Business As name and address](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md) - [Close your Payroc account](https://support.payroc.com/en-US/account-management/close-your-payroc-account.md) - [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md) --- # Password best practices Locale: en-US Source: https://support.payroc.com/en-US/account-management/password-best-practice Account management When you create a password for a Payroc application, we recommend that you follow our guidelines: ## Do: - Use at least seven characters. - Use a mixture of: - Capital letters and lower case letters - Numbers - Special characters (!”£$%^&*()[];’#,./?) ## Don't: - Reuse passwords that you’ve used for other sites or applications. Your password must be unique. - Write your passwords down. - Use commonly guessed words. For example, “password”, “security”, or “123456”. - Include your username in your password. For additional security when you create a password, you can also: - Use a combination of words to create a passphrase. - Use a password generator or password manager. ## Use a combination of words to create a passphrase A passphrase consists of a combination of words and contains letters, numbers, and special characters. A passphrase is also easier to remember than a password. When you create a passphrase, you can combine words that are related and form a sentence, or you can combine unrelated words.  We recommend the following as an example of a good passphrase: 1. Choose four words, for example, “cat sunglasses coffee sunflower”. 2. Remove the spaces. Some systems don't support whitespace in passwords. 3. Add numbers to the passphrase. In the example in Step 1, you could replace the letter “l” with the number “1”, and the letter “o” with the number 0. The new passphrase would be “catsung1assesc0ffeesunf10wer”. 4. Add capital letters, for example, you could capitalise “cat” and “C0FFEE” in the working example: “CATsung1assesC0FFEEsunf10wer”. This example creates a 28-character passphrase that is more difficult to guess than a single word. ## Use a password generator or password manager For maximum security, we recommend using password generator software to create and store secure passwords. You can use a password generator to customize the length and complexity of the password that it creates for you. ## Related articles - [Contact us](https://support.payroc.com/en-US/account-management/contact-us.md) - [Update your Doing Business As name and address](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md) - [Close your Payroc account](https://support.payroc.com/en-US/account-management/close-your-payroc-account.md) - [Complete a voice authorization](https://support.payroc.com/en-US/account-management/complete-a-voice-authorization.md) --- # Backup withholding Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/backup-withholding Backup withholding occurs when the business information on your Payroc account doesn't match the information that the Internal Revenue Service (IRS) holds. This includes mismatches with the following: - **Taxpayer Identification Number (TIN)** - Your business's tax identification number. This is either an Employer Identification Number (EIN) for registered businesses or a Social Security Number (SSN) for sole proprietors. - **Legal business name** - Your legal business name. - **Legal business address** - Your legal business address. When this happens, the IRS can require Payroc to withhold 24% of your settlement funds and send the withheld funds to them. To stop backup withholding, you need to update your business information on your Payroc account so that it matches the IRS records. To update your business information, complete the following steps: 1. Call us at **(888) 477-4500** to identify the information that you need to update. 2. Download Form W-9 from the [IRS website](https://www.irs.gov/). 3. Complete the form. 4. Email the completed form to [cs@payroc.com](mailto:cs@payroc.com). Include your merchant ID, business name, and the reason for your request. ## Related articles - [What is a 1099-K?](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k.md) - [Set up your 1099-K delivery method](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/set-up-your-1099-k-delivery-method.md) - [View your 1099-K form on Payroc Insights](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/view-your-1099-k-form-on-payroc-insights.md) - [Deposit amount doesn’t match transaction amount: Held funds](https://support.payroc.com/en-US/account-management/statements-and-funding/deposit-amount-doesn-t-match-transaction-amount-held-funds.md) --- # Deposit amount doesn’t match transaction amount: Held funds Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/deposit-amount-doesn-t-match-transaction-amount-held-funds Held funds are funds that we've retained because of an issue with one or more of your transactions, for example, a chargeback. When we hold funds, the amount that we deposit into your account doesn't match the transaction amount. To release the funds, we might need you to provide additional documentation about the transactions. After we release the funds, we deposit them into your account. > Note: You can view details of held funds on your statement or on Payroc Insights. For more information about using Payroc Insights to view held funds, go to [View your ACH deposit report](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md). ## Related articles - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) - [View previous batches on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-previous-batches.md) - [View batch information in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights.md) --- # Fees in your statement Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement Your statement contains a list of fees associated with your merchant account. There are four types of fees: - [Interchange fees](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md#interchange-fees-0) - [Card association fees](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md#card-association-fees-1) - [Payroc fees](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md#payroc-fees-2) - [Miscellaneous fees](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md#miscellaneous-fees-3) > **Note:** For more information about your statement, go to [Understand your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/understand-your-statement.md). ## Interchange fees The cardholder’s issuing bank charges you an interchange fee when the cardholder makes a purchase with their credit or debit card. This fee covers the cost of processing and authorizing the transaction. For each transaction, the interchange fee is a percentage of the transaction amount plus a fixed amount. ## Card association fees Card brands charge you a card association fee when you use their network. For each transaction, the card association fee is either a percentage of your transaction amount or a fixed amount. ## Payroc fees We charge you a fee for handling each card transaction. For each transaction, we charge a percentage of your transaction plus a fixed amount. ## Miscellaneous fees You are charged miscellaneous fees from Payroc and third-party services. The following table describes common fees that you might see in your statement. | Fee | Description | | --- | --- | | Address Verification Service (AVS) | Fee that we charge for each transaction that requires address verification. | | Annual Fee | Annual fee that we charge for the maintenance of your merchant account. | | Auths Misuse | Fee that the card brand charges for each transaction that you’ve authorized but don’t settle within the designated time frame. | | Auths Only & Declines | Fee that we charge for each declined transaction or unsettled transaction. | | Batches | Fee that we charge for each batch that you closed during the month. | | Chargeback Fee | Fee that we charge for processing each chargeback dispute on your account. | | Hardware Advantage | Monthly fee that we charge if you are enrolled in the Hardware Advantage Plan, which is an extended device protection program. | | Monthly Maintenance | Monthly fee that we charge for the maintenance of your merchant account. | | PCI Noncompliance Fee | Fee that we charge if you don’t comply with PCI’s minimum requirements for processing card payments. | | PIN Based Sales | Fee that we charge for each debit transaction that requires PIN entry. | | Platinum Security PCI | Monthly fee or annual fee that we charge for access to SecureTrust, which is our Payment Card Industry (PCI) compliance partner. SecureTrust helps you become PCI-DSS compliant. For more information, go to [Introduction to PCI DSS](https://support.payroc.com/_questions/3224364). | | Regulatory Assistance Program | Fee that we charge to cover the costs associated with your 1099-K form preparation. For more information about your 1099-K form, go to [Understanding your Form 1099-K](https://www.irs.gov/businesses/understanding-your-form-1099-k). | | Retrieval Fee | Fee that we charge for processing each retrieval request. | | Signature Based Sales | Fee that we charge for each credit card transaction that requires a signature. | | Voice Authorization | Fee that we charge each time you use the voice authorization number to authorize a transaction. | | Wireless Monthly | Monthly fee that we charge for processing transactions through a wireless terminal. | | Wireless Transaction | Fee that we charge for each transaction that you process through a wireless terminal. | | Zero Floor Limit | Fee of $0.10 that the card brand charges for each transaction that you process without an original authorization code. | ## Related articles - [Set up credit card surcharges](https://support.payroc.com/en-US/payments-fundamentals/surcharges/set-up-credit-card-surcharges.md) - [Chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) --- # Funding schedule for ACH transactions Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/funding-schedule-for-ach-transactions > **Important:** If your deposit date falls on a Saturday, Sunday, or a US bank holiday, you receive your funds the next business day. After you close your batch, we submit your Automated Clearing House (ACH) transactions to ACHeck21, the processor that we use for ACH payment processing. ACHeck21 holds your funds for a set number of business days before they send the funds to your bank account. It takes one business day for ACHeck21 to release the funds, plus another business day for the funds to reach your account. Our Underwriting Team determines how long ACHeck21 holds your funds based on the risk associated with your account, for example, if you run high-value transactions. For most accounts, the hold period is three business days. If you process higher-risk transactions, the hold period can be longer. After we send the funds to your bank account, you can view the details of the funds that we sent on the ACHeck21 portal. For more information about how to view the details of the funds that we sent you, go to [View your ACH deposits and withdrawals on the ACHeck21 portal](https://support.payroc.com/en-US/account-management/statements-and-funding/view-your-ach-deposits-and-withdrawals-on-the-acheck21-portal.md). ## Funding schedule example The following example shows when you receive funds if you close your batch on Monday: 1. You close your batch on Monday afternoon. 2. We submit your ACH transactions to ACHeck21 for processing on Monday. 3. ACHeck21 holds your funds for three business days from Tuesday to Thursday. 4. ACHeck21 releases your funds on Friday. 5. You receive your funds into your bank account the following Monday, which is the next business day. ## Related articles - [Set up your ACHeck21 account](https://support.payroc.com/en-US/account-management/statements-and-funding/set-up-your-acheck21-account.md) - [Log in to your ACHeck21 account](https://support.payroc.com/en-US/account-management/statements-and-funding/log-in-to-your-acheck21-account.md) - [View your ACH deposits and withdrawals on the ACHeck21 portal](https://support.payroc.com/en-US/account-management/statements-and-funding/view-your-ach-deposits-and-withdrawals-on-the-acheck21-portal.md) --- # Funding schedule for card transactions Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/funding-schedule-for-card-transactions > **Important:** If your deposit date falls on a Saturday, Sunday, or a US bank holiday, you receive your funds the next business day. After you close your batch, we submit the transactions to the processors who send us the funds from the issuing banks. After we remove our fees, we deposit the funds into your bank account by Automated Clearing House (ACH). The time it takes to deposit the funds into your bank account depends on your funding schedule: - [**Next Day Funding**](https://support.payroc.com/en-US/account-management/statements-and-funding/funding-schedule-for-card-transactions.md#next-day-funding-0) – Close your batch before 11:45 PM Central Standard Time (CST) and we send the transactions for processing the next business day. You then receive your funds the following business day. Next Day Funding is the default funding schedule that we provide merchants at no additional cost. - [**Money Express AM**](https://support.payroc.com/en-US/account-management/statements-and-funding/funding-schedule-for-card-transactions.md#money-express-am-1) – Close your batch before 3:45 AM CST and receive your funds by the end of the same business day. Money Express AM is a paid option. - [**Money Express PM**](https://support.payroc.com/en-US/account-management/statements-and-funding/funding-schedule-for-card-transactions.md#money-express-pm-2) – Close your batch before 6:45 PM CST and receive your funds the next business day. Money Express PM is a paid option. > **Note:** To change your funding schedule, contact your Sales Agent. After we send the funds to your bank account, you can use Payroc Insights to the view the details of the funds that we sent. For more information about how to view the details of the funds that we sent you, go to [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md). ## Next Day Funding With Next Day Funding, if you close your batch before 11:45 PM CST, we send the transactions for processing the next business day. You receive your funds the following business day. | When you close your batch | Day we deposit funds | | --- | --- | | Monday before 11:45 PM CST | Wednesday | | Tuesday before 11:45 PM CST | Thursday | | Wednesday before 11:45 PM CST | Friday | | Thursday before 11:45 PM CST | Monday | | Friday before 11:45 PM CST | Tuesday | | Saturday before 11:45 PM CST | Tuesday | | Sunday before 11:45 PM CST | Tuesday | ## Money Express AM With Money Express AM, if you close your batch before 3:45 AM CST, you receive your funds the same business day. > **Note:** If you’re a First Data merchant who is on the Money Express AM funding schedule, you must close your batch earlier. For more information about the funding schedule for First Data merchants, go to Funding schedule for First Data merchants. | When you close your batch | Time we deposit funds | | --- | --- | | Monday before 3:45 AM CST | Monday evening | | Tuesday before 3:45 AM CST | Tuesday evening | | Wednesday before 3:45 AM CST | Wednesday evening | | Thursday before 3:45 AM CST | Thursday evening | | Friday before 3:45 AM CST | Friday evening | | Saturday before 3:45 AM CST | Monday evening | | Sunday before 3:45 AM CST | Monday evening | ## Money Express PM With Money Express PM, if you close your batch before 6:45 PM CST, you receive your funds the next business day. > **Note:** If you’re a First Data merchant who is on the Money Express PM funding schedule, you must close your batch earlier. For more information about the funding schedule for First Data merchants, go to Funding schedule for First Data merchants. | When you close your batch | Time we deposit funds | | --- | --- | | Monday before 6:45 PM CST | Tuesday morning | | Tuesday before 6:45 PM CST | Wednesday morning | | Wednesday before 6:45 PM CST | Thursday morning | | Thursday before 6:45 PM CST | Friday morning | | Friday before 6:45 PM CST | Monday morning | | Saturday before 6:45 PM CST | Monday morning | | Sunday before 6:45 PM CST | Monday morning | ## Funding schedule for First Data merchants If you're a First Data merchant and use the Money Express funding schedule, you must close your batch earlier because it takes longer for your batch to reach us for processing. > **Note:** You’re a First Data merchant if your merchant ID (MID) starts with 409162. The batch cutoff times for First Data merchants are: - **Money Express AM** – Close your batch by 7:45 PM CST. - **Money Express PM** – Close your batch by 3:45 PM CST. ## Related articles - [Set up credit card surcharges](https://support.payroc.com/en-US/payments-fundamentals/surcharges/set-up-credit-card-surcharges.md) - [Fees in your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md) - [Chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) --- # Statements and Funding Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding Learn more about your statements and what can affect your deposits. ## Articles - [Understand your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/understand-your-statement.md) - [Fees in your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md) - [Statement A](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md) - [Statement B](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md) - [Funding schedule for card transactions](https://support.payroc.com/en-US/account-management/statements-and-funding/funding-schedule-for-card-transactions.md) - [Funding schedule for ACH transactions](https://support.payroc.com/en-US/account-management/statements-and-funding/funding-schedule-for-ach-transactions.md) - [Deposit amount doesn’t match transaction amount: Held funds](https://support.payroc.com/en-US/account-management/statements-and-funding/deposit-amount-doesn-t-match-transaction-amount-held-funds.md) - [Liens and levies](https://support.payroc.com/en-US/account-management/statements-and-funding/liens-and-levies.md) - [Backup withholding](https://support.payroc.com/en-US/account-management/statements-and-funding/backup-withholding.md) - [Update your bank account details](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details.md) - [Update your business information with the IRS](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-business-information-with-the-irs.md) - [Set up your ACHeck21 account](https://support.payroc.com/en-US/account-management/statements-and-funding/set-up-your-acheck21-account.md) - [Log in to your ACHeck21 account](https://support.payroc.com/en-US/account-management/statements-and-funding/log-in-to-your-acheck21-account.md) - [View your ACH deposits and withdrawals on the ACHeck21 portal](https://support.payroc.com/en-US/account-management/statements-and-funding/view-your-ach-deposits-and-withdrawals-on-the-acheck21-portal.md) --- # Liens and levies Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/liens-and-levies If you have unpaid taxes, a tax authority such as the Internal Revenue Service (IRS) or your state's Department of Revenue can require Payroc to withhold your settlement funds. Unpaid taxes can result in a tax lien, which is a legal claim on your business property. If the lien remains unresolved, the tax authority can issue a levy to collect the amount you owe. When we receive a levy notice from the tax authority, we withhold your settlement funds and send them to the tax authority. We continue to withhold your funds until we receive a notice from the tax authority that tells us to stop. If you have questions about liens and levies, contact our Customer Support Team at **(888) 477-4500** or email [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [Backup withholding](https://support.payroc.com/en-US/account-management/statements-and-funding/backup-withholding.md) - [Set up credit card surcharges](https://support.payroc.com/en-US/payments-fundamentals/surcharges/set-up-credit-card-surcharges.md) --- # Log in to your ACHeck21 account Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/log-in-to-your-acheck21-account ACHeck21 1. Log in to [https://gateway.acheck21.com/GlobalGateway/Login.aspx](https://gateway.acheck21.com/GlobalGateway/Login.aspx). 2. Enter your username. 3. Enter your password. 4. Select **Login**. > **Note:** If you forgot your password, select **Forgot Password?** and follow the prompts to reset it. ## Related articles - [Set up your ACHeck21 account](https://support.payroc.com/en-US/account-management/statements-and-funding/set-up-your-acheck21-account.md) - [Retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) - [Respond to a retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md) --- # Set up your ACHeck21 account Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/set-up-your-acheck21-account ACHeck21 1. From the welcome email that we sent you, select the link to set up your new password. We send the welcome email from [noreply@dcsdeposits.com](mailto:noreply@dcsdeposits.com). 2. Create a password that meets the following requirements: - At least 12 characters - At least one uppercase letter - At least one lowercase letter - At least one numeric character - At least one special character 3. Reenter your password. 4. Select **Set Password**. After you set up your account, we automatically redirect you to the login page. ## Related articles - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) - [Respond to a retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md) - [Disputes](https://support.payroc.com/en-US/payments-fundamentals/disputes/disputes-overview.md) --- # Statement A: understand your Payroc merchant statement Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a # Statement A: understand your Payroc merchant statement Not sure which statement you have? Start with [Understand your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/understand-your-statement.md) and compare both the cover-page address position and your pricing structure. These guides explain Payroc merchant statements. > **Important:** The images in this article are only for illustration purposes. This article explains how to read your statement, which contains details about your transactions and the fees associated with processing transactions with us. For an overview about the types of fees in your statement, go to [Fees in your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md). We produce two different statements, and the statement that you receive depends on your pricing structure. You receive Statement A if you’re on one of the following pricing structures: - Interchange + - Tiered Pricing - Flat Rate - RewardPay Choice - Consumer Choice - Cash Rewards Statement A has our address at the top-right corner of the front page of the statement, for example: ![Statement cover page with the Payroc address highlighted at the top-right](https://support.payroc.com/assets/8773da56027c9e28.png) If you’re on any of the following pricing structures and our address is at the upper-left corner of the statement, go to [Statement B](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md): - Interchange + - Interchange ++ - Interchange +++ ## Statement structure The statement contains the following sections: - [Overview](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#overview-1) – Merchant account information, the statement period, and a summary of processing fees and sales. - [Monthly Charges Summary](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#monthly-charges-summary-2) – Processing fees split by card type. - [Processing Volume by Card Brand](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#processing-volume-by-card-brand-3) – Sales and returns split by card type. - [Immediate Attention Required](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#immediate-attention-required-4) – Important updates from us and third-party services. - [Summary](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#summary-5) – Total number and amount of sales and returns split by card type. - [Merchant Activity](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#merchant-activity-6) – Daily batches and any deductions. - [Interchange Plus Summary](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#interchange-plus-summary-7) – Interchange fees and card association fees split by card brand. - [Monthly Recap](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#monthly-recap-8) – Miscellaneous fees and fees for credit transactions and signature debit transactions. - [Merchant Fee Recap](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#merchant-fee-recap-9) – Fees for PIN debit transactions. - [Statement Summary](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md#statement-summary-10) – Total fees for processing card transactions. ### Overview The Overview contains your merchant account information, the statement period, and a summary of your processing fees and sales. ![Statement Overview with callouts 1 to 6 for the fee summary, statement month, MID, and monthly sales totals](https://support.payroc.com/assets/64190b1b1ef27110.png) The Overview includes the following information: | Number | Description | | --- | --- | | 1 | A summary of your fees, which includes: - **Total Processing Fees** – Total cost of processing your card transactions for the month. It includes card brand fees, Payroc fees, and miscellaneous fees. - **Daily Fees Paid** – Amount of fees you’ve paid throughout the statement month. This line item appears only if you’ve signed up for Daily Billing. - **Processing Charges** – Total amount of fees we deducted from your bank account. This is Total Processing Fees minus Daily Fees Paid. | | 2 | Statement month. | | 3 | Your merchant ID (MID). | | 4 | Total sales for the current month, for example, if your statement is for April 2026, this value shows your total sales for April 2026. | | 5 | Total sales for the previous month, for example, if your statement is for April 2026, this value shows your total sales for March 2026. | | 6 | Total sales for the same month in the previous year, for example, if your statement is for April 2026, this value shows your total sales for April 2025. | ### Monthly Charges Summary The Monthly Charges Summary is your processing fees displayed as amounts, percentages, and in a pie chart format. ![Monthly Charges Summary listing fees by card brand with amounts, percentages, and a pie chart](https://support.payroc.com/assets/8d127e9a8d0b702e.png) The Monthly Charges Summary contains the following types of fees: - **Card Brand Fees** – Interchange fees and card association fees split by card brand. The fees include credit transactions and signature debit transactions. - **Debit Fees** – Interchange fees and card association fees for PIN debit transactions. - **Payroc & Third Party Service Fees** – Payroc fees and miscellaneous fees. ### Processing Volume by Card Brand The Processing Volume by Card Brand is your sales and returns split by card type. ![Processing Volume by Card Brand table with sales, returns, and net credit sales by card type](https://support.payroc.com/assets/57a1d8527b1dabad.png) The Processing Volume by Card Brand includes the following information: - **# Sales** – Number of sales split by card type. - **# Returns** – Number of returns split by card type. - **Credit Sales** – Amount of sales split by card type. - **Returns** – Amount of returns split by card type. - **Net Credit Sales** – Total amount of Credit Sales minus Returns. ### Immediate Attention Required > **Note:** This section appears more than once in your statement. The Immediate Attention Required contains important updates from us and third-party services. ![Immediate Attention Required box with a Payroc pricing update](https://support.payroc.com/assets/2c8a8ed48c979ce3.png) Examples of updates you receive in your statement include: - Pricing changes - Marketing content - Insights reminders - Tax reminders on [1099-K](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k.md) ### Summary The Summary is your sales and returns split by card type. ![Summary table with credit sales, returns, and net totals by card type](https://support.payroc.com/assets/dd18cc216c569a84.png) The Summary includes the following information: - **# of Items** – Number of sales and returns split by card type. - **Credit Sales** – Number of sales and amount of sales split by card type. - **Returns** – Number of returns and amount of returns split by card type. - **Net** – Total amount of Credit Sales minus Returns. ### Merchant Activity The Merchant Activity is your daily batches and any deductions. ![Merchant Activity table listing daily batches by business date, with deductions and net deposit](https://support.payroc.com/assets/2534dc085d4ebe28.png) The Merchant Activity includes the following information: | Label | Description | | --- | --- | | Business Date | Date of the batch. | | Credit Sales | Amount of credit sales and signature debit sales. | | Debit Sales | Amount of PIN debit sales. | | Returns | Amount of returns. | | Holds & Releases | Amount that we withheld for suspicious transactions. We investigate these transactions and temporarily withhold them from your daily sales. | | Paid by 3rd Party | Amount from the American Express (Amex) Electronic Statement Account (ESA) program. If you’ve signed up for this direct processing program, Amex processes your transactions and sends the funds to your Amex account. | | Holdback | Amount that we withheld for the following reasons: ·      You have a loan to repay from a cash advance company. - You’ve signed up for Autosave or Easy Pay and have instructed us to transfer a percentage of your total sales to an account of your choice. - You have a tax lien imposed by the federal authority. | | Misc Adjustments | Any miscellaneous fees, for example, chargebacks and equipment purchases. | | Fees Paid | Amount of fees you’ve paid throughout the statement month if you’ve signed up for Daily Billing. If you didn’t sign up for Daily Billing, this column displays a value of zero. | | Net Deposit | Amount that we send to your bank account. | ### Interchange Plus Summary > **Note:** This section appears only if you’re on the Interchange + pricing structure, or if you’re on the RewardPay Choice pricing structure with debit and prepaid transactions on the Interchange + pricing structure. The Interchange Plus Summary is your interchange fees and card association fees split by card brand. ![Interchange Plus Summary with interchange fees for Amex and Discover transactions](https://support.payroc.com/assets/4333395a12323e89.png) The Interchange Plus Summary includes the following information: | Label | Description | | --- | --- | | Interchange Description | Name of the fee. | | Count | Number of transactions that the fee applies to. | | Volume | Transaction amount that the fee applies to. | | Int Rate + | Rate of the interchange fee, for example, a rate of 0.0160 + 0.10 means a rate of 0.0160 plus a fixed fee of $0.10 for each transaction. | | Fee | Amount that you pay for the fee. | | Subtotals | Total amount of fees you pay to the card brand. | ### Monthly Recap The Monthly Recap includes information about the following fees: - Card association fees for credit transactions and signature debit transactions - Payroc fees for credit transactions and signature debit transactions - Miscellaneous fees - RewardPay Choice fees - Consumer Choice fees - Cash Rewards fees ![Monthly Recap table listing fees, with total fees, less daily fees, and total merchant processing fees](https://support.payroc.com/assets/48614639f178e761.png) The Monthly Recap includes the following information: | Label | Description | | --- | --- | | Description | Name of the fee. | | Trans | Number of transactions that the fee applies to. | | Per Item | Fixed fee that you pay for each transaction. | | Volume | Transaction amount that the fee applies to. | | Fee | Amount that you pay for the fee. | | Total Fees | Amount of fees for credit transactions and signature debit transactions. | | Less Daily Fees | Amount of fees you’ve paid throughout the statement month. This line item appears only if you’ve signed up for Daily Billing. | | Total Merchant Processing Fees | Amount of fees we deducted from your bank account for credit transactions and signature debit transactions. This is Total Fees minus Less Daily Fees. | ### Merchant Fee Recap > **Note:** This section appears only if you have PIN debit transactions. The Merchant Fee Recap is your fees for PIN debit transactions. ![Merchant Fee Recap for PIN debit/EBT with transaction, network, and cashback fees](https://support.payroc.com/assets/e79879bea6801667.png) The Merchant Fee Recap includes the following information: | Label | Description | | --- | --- | | Network | Name of the fee, for example: - **Debit** – Total amount of fees for PIN debit transactions. - **Less Daily Fees** – Amount of fees you’ve paid throughout the statement month. This line item appears only if you’ve signed up for Daily Billing. | | # of Trans | Number of transactions that the fee applies to. | | Trans Fee | Fixed fee that you pay for each transaction. | | Trans Fee Total | Amount of transaction fees. This is # of Trans multiplied by Trans Fee. | | Network Fees | Fee from the card brand to use their PIN Debit network. | | Cash Back Transactions | Amount that you gave to customers as cashback. | | Cash Back Fees | Amount of fees for cashback transactions. | | Total | Amount that you pay for the fee. | | Total Fees | Amount of fees for PIN debit transactions. This is Debit Fees minus Less Daily Fees. | | Total Debit Processing Fees | Amount of fees we deducted from your bank account for PIN debit transactions. This is Total Fees minus any applicable fees. | ### Statement Summary The Statement Summary is the total amount that we took from your bank account or sent to your bank account. ![Statement Summary showing the amount debited from the bank account](https://support.payroc.com/assets/c5c6bd57d179f9f9.png) > **Note:** If we can’t take the balance from your bank account, our Collections Team will contact you by email to settle the payment. ## Related articles - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) --- # Statement B: understand your Payroc merchant statement Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b # Statement B: understand your Payroc merchant statement Not sure which statement you have? Start with [Understand your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/understand-your-statement.md) and compare both the cover-page address position and your pricing structure. These guides explain Payroc merchant statements. > **Important:** The images in this article are only for illustration purposes. This article explains how to read your statement, which contains details about your transactions and the fees associated with processing transactions with us. For an overview about the types of fees in your statement, go to [Fees in your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md). We produce two different statements, and the statement that you receive depends on your pricing structure. You receive Statement B if you’re on one of the following pricing structures: - Interchange + - Interchange ++ - Interchange +++ Statement B has our address at the upper-left corner of the cover page, below our brand logo, for example: ![Statement B cover page with the Payroc address highlighted at the upper-left, below the logo](https://support.payroc.com/assets/e224ae49eb994394.png) If you’re on any of the following pricing structures and our address is at the top-right corner, go to [Statement A](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md): - Interchange + - Tiered Pricing - Flat Rate - RewardPay Choice - Consumer Choice - Cash Rewards ## Statement structure The statement contains the following sections: - [Overview](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#overview-1) – Merchant account information, the statement period, and a summary of processing fees and sales. - [Processing Activity Summary](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#processing-activity-summary-2) –  Total number and amount of sales and returns split by card type. - [Summary of Fees](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#summary-of-fees-3) – Processing fees split by card type. - [Daily Merchant Activity](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#daily-merchant-activity-4) – Daily batches and any deductions. - [Statement Notice](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#statement-notice-5) – Important updates from us and third-party services. - [Detail Interchange to Card Issuers](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#detail-interchange-to-card-issuers-6) – Interchange fees split by card brand. - [Detail Card Association/Network Fees](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#detail-card-associationnetwork-fees-7) – Card association fees split by card brand. - [Payroc LLC Fees](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md#payroc-llc-fees-8) – Payroc fees and miscellaneous fees. ### Overview The Overview contains your merchant account information, statement period, and a summary of transactions for each card type. ![Statement overview with callouts 1 to 4 on statement date, month, merchant number, and card type pie chart](https://support.payroc.com/assets/db7c088ca74c9adb.png) The Overview includes the following information: | Number | Description | | --- | --- | | 1 | The last day of the statement period. | | 2 | Statement month. | | 3 | Your merchant ID (MID). | | 4 | A pie chart that shows your total sales for each card type. | ### Processing Activity Summary The Processing Activity Summary is your sales and returns split by card type. ![Processing Activity Summary table showing items, sales, returns, and net totals by card type](https://support.payroc.com/assets/0e2c1d6fd0094de9.png) The Summary includes the following information: - **# of Items** – Number of sales and returns split by card type. - **Sales** – Number of sales and amount of sales split by card type. - **Returns** – Number of returns and amount of returns split by card type - **Net** – Total amount of Credit Sales minus Returns. ### Summary of Fees The Summary of Fees is your processing fees for the month. ![Summary of Fees showing interchange, card association, and Payroc LLC fees with total monthly fees](https://support.payroc.com/assets/d138c6d5b6286332.png) The Summary of Fees includes the following information: | Label | Description | | --- | --- | | Interchange & Card Association/Network Fees | Interchange and card association fees split by card brand. | | Payroc LLC Fees | Payroc and miscellaneous fees. The Payroc fees consist of Discount % Fees and Transaction Fees. | | Total Monthly Fees | Cost of processing your card transactions for the month. It includes fees from the card brands, Payroc, and miscellaneous fees. | | Statement summary | Total amount that we took from your bank account or sent to your bank account. **Note:** If we can’t take the balance from your bank account, our Collections Team will contact you by email to settle the payment. | ### Daily Merchant Activity The Daily Merchant Activity is your daily batches and any deductions. ![Daily Merchant Activity table listing sales, returns, adjustments, fees, and net deposit by business date](https://support.payroc.com/assets/a52086b9c4de1c64.png) The Daily Merchant Activity includes the following information: | Label | Description | | --- | --- | | Business Date | Date of the batch. | | Credit Sales | Amount of credit sales and signature debit sales. | | Debit Sales | Amount of PIN debit sales. | | Returns | Amount of returns. | | Holds & Releases | Amount that we withheld for suspicious transactions. We investigate these transactions and temporarily withhold them from your daily sales. | | Paid by 3rd Party | Amount from the American Express (Amex) Electronic Statement Account (ESA) program. If you’ve signed up for this direct processing program, Amex processes your transactions and sends the funds to your Amex account. | | Holdback | Amount that we withheld for the following reasons: You have a loan to repay from a cash advance company. You’ve signed up for Autosave or Easy Pay and have instructed us to transfer a percentage of your total sales to an account of your choice. You have a tax lien imposed by the federal authority. | | Misc Adjustments | Any miscellaneous fees, for example, chargebacks and equipment purchases. | | Fees Paid | Amount of fees you’ve paid throughout the statement month if you’ve signed up for Daily Billing. If you didn’t sign up for Daily Billing, this column displays a value of zero. | | Net Deposit | Amount that we send to your bank account. | ### Statement Notice The Statement Notice contains important updates from us and third-party services. Examples of updates you receive in your statement include: - Pricing changes - Marketing content - Insights reminders - Tax reminders on [1099-K](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k.md) ### Detail Interchange to Card Issuers The Detail Interchange to Card Issuers is your interchange fees split by card brand. ![Detail Interchange to Card Issuers table showing Visa and Mastercard items, volume, rates, and interchange](https://support.payroc.com/assets/9395037e985f31bd.png) The Detail Interchange to Card Issuers includes the following information: | Label | Description | | --- | --- | | # Items | Number of transactions that the fee applies to. | | Volume | Transaction amount that the fee applies to. | | Rate + Per Item | Rate of the interchange fee, for example, a rate of 0.0005 + 0.22 means a rate of 0.0005 plus a fixed fee of $0.22 for each transaction. | | Interchange | Amount that you pay for the fee. | ### Detail Card Association/Network Fees The Detail Card Association/Network Fees is your card association fees split by card brand. ![Detail Card Association/Network Fees table listing Visa, Mastercard, and Amex OptBlue fees](https://support.payroc.com/assets/8fd6f053014e45a5.png) The Detail Card Association/Network Fees includes the following information: | Label | Description | | --- | --- | | Volume or Count | Transaction amount or the number of transactions that the fee applies to. | | Rate | Rate of the card association fee, which is either a percentage of your transaction or a fixed fee for each transaction. | | Total | Amount that you pay for the fee. | ### Payroc LLC Fees The Payroc LLC Fees is your Payroc fees and miscellaneous fees. ![Payroc LLC Fees section listing discount % fees, transaction fees, and miscellaneous fees](https://support.payroc.com/assets/39af7ef818b38870.png) The Payroc LLC Fees includes the following information: | Label | Description | | --- | --- | | Discount % Fees | Rate of the Payroc fee, which is a percentage of your transaction. | | Transaction Fees | Fixed fee that Payroc charges for each transaction. | | Miscellaneous Fees | Miscellaneous fees from Payroc and third-party services. If you’ve signed up for Daily Billing, the Less Daily Fees Credit shows the amount of fees that you’ve paid throughout the statement month. | | Volume | Transaction amount that the fee applies to. | | Count | Number of transactions that the fee applies to. | | Rate | Rate of the fee, which is either a percentage of your transaction or a fixed fee for each transaction. | | Total | Amount that you pay for the fee. | ## Related articles - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) - [Run a bank transfer sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Understand your statement Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/understand-your-statement At the start of each month, you can [download your statement](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/download-your-statement-in-payroc-insights.md) from Payroc Insights. The statement you receive depends on your pricing structure and contains a list of fees associated with your account. ## Statement A If you meet the following conditions, go to [Statement A](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md): - You’re on one of the following pricing structures: - Interchange + - Tiered Pricing - Flat Rate - RewardPay Choice - Consumer Choice - Cash Rewards - Our address is at the top-right corner of the cover page, for example: ![Statement cover page with the Payroc address highlighted in the top-right corner](https://support.payroc.com/assets/270f08f994eb8458.png) ## Statement B If you meet the following conditions, go to [Statement B](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md): - You’re on any of the following pricing structures: - Interchange + - Interchange ++ - Interchange +++ - Our address is at the upper-left corner of the cover page, below our brand logo, for example: ![Statement cover page with the Payroc address highlighted below the Payroc logo](https://support.payroc.com/assets/7241e0e502679e1a.png) ## Related articles - [Download your statement in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/download-your-statement-in-payroc-insights.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) - [View your dashboard in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/view-your-dashboard-in-payroc-insights.md) --- # Update your bank account details Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details > **Important:** Only the person who signed the Merchant Processing Agreement (MPA) can update the bank account details associated with a merchant account. To update your bank account details, complete the following steps: 1. [Download the Merchant Processing Amendment form.](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details.md#1-download-the-merchant-processing-amendment-form-0) 2. [Complete the form.](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details.md#2-complete-the-form-1) 3. [Gather supporting documentation.](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details.md#3-gather-supporting-documentation-2) 4. [Send us the information.](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details.md#4-send-us-the-information-5) ## 1. Download the Merchant Processing Amendment form Download the [Merchant Processing Amendment form](https://support.payroc.com/assets/15f5b1eaf626483b.pdf). ## 2. Complete the form Complete the entire form, except the Merchant Information Revisions section. In the Bank Account Revisions section, enter your new bank account details: To use one bank account for deposits and fees, complete the following fields: - Name on Bank Account - Transit (ABA Routing) Number - Account Number (Credits & Debits) To use separate bank accounts for deposits and fees, complete the following fields: For the bank account that we send deposits to: - Name on Bank Account - Transit (ABA Routing) Number - Account Number (Credits & Debits) For the bank account that we take fees from: - Name on Bank Account (Debits only, if applicable) - Transit (ABA Routing) Number (Debits Only) - Account Number (Debits Only) ## 3. Gather supporting documentation To verify your identity and the bank account details that you entered on the form, send us a copy of the following: - Photo ID - Bank verification ### Photo ID We accept a copy of your driver’s license or a copy of your passport. The name on the photo ID must match the name of the person who signed the MPA. ### Bank verification We accept a voided check or a headed letter from your bank for each bank account that you include on the Merchant Processing Amendment form. The voided check or bank letter must show the following details: - Routing number and account number of the bank account - Your name or doing business as (DBA) name ## 4. Send us the information Email [cs@payroc.com](mailto:cs@payroc.com) with your supporting documentation and the completed Merchant Processing Amendment form. After we receive your form and the supporting documentation, we take 1-2 business days to update your bank account details. > **Note:** While we update your bank account details, we continue to use your current bank account details for deposits and fees. ## Related articles - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [Run a bank transfer sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md) - [Run a bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/run-a-bank-transfer-payment.md) --- # Update your business information with the IRS Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-business-information-with-the-irs If the business information on your Payroc account doesn't match the Internal Revenue Service (IRS) records, this can trigger [backup withholding](https://support.payroc.com/en-US/account-management/statements-and-funding/backup-withholding.md). To stop backup withholding, update your business information with the IRS. To update your business information with the IRS, complete the following steps: 1. Download Form W-9 from the [IRS website](https://www.irs.gov/). 2. Complete the form. 3. Email the completed form to [cs@payroc.com](mailto:cs@payroc.com). In the email, include the following information: - Your merchant ID - Your business name - Your reason for the request ## Related articles - [Update your Doing Business As name and address](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md) - [Update your bank account details](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details.md) - [Set up your 1099-K delivery method](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/set-up-your-1099-k-delivery-method.md) --- # View your ACH deposits and withdrawals on the ACHeck21 portal Locale: en-US Source: https://support.payroc.com/en-US/account-management/statements-and-funding/view-your-ach-deposits-and-withdrawals-on-the-acheck21-portal ACHeck21 > **Note:** This report shows only deposits and withdrawals for Automated Clearing House (ACH) transactions. To view the funds that we sent to or withdrew from your bank account, complete the following steps: 1. Log in to [https://gateway.acheck21.com/GlobalGateway/Login.aspx](https://gateway.acheck21.com/GlobalGateway/Login.aspx). 2. From the navigation menu, select **Processing** > **Settlement Activity** > **Disbursements**. 3. (Optional) To search for a deposit or withdrawal, use the following filters, and then select **Search**: - **Client** - Your business name or client ID. - **Batch #** - Unique identifier of the batch. 4. Date range - Date range for the deposits or withdrawals that you want to view. 5. (Optional) To view the details of a deposit or a withdrawal, select **Details**. 6. (Optional) To export the report to a CSV file, select **Export to CSV**. ## Content of the report The report includes the following details: | Field | Description | | --- | --- | | Name | Your business name. | | Date | Date that we sent the funds to your bank account. | | Batch # | Unique identifier of the batch. | | Credit amount | Dollar amount that we sent to your bank account. | | Debit amount | Dollar amount that we withdrew from your bank account. | | Type | Indicates whether we sent funds to your bank account or withdrew funds from your bank account: - **FUNDING** - We sent funds to your bank account. - **RETURN COLLECTION** - We withdrew funds from your bank account. | | Return Status | Code that indicates why we withdrew funds from your account. | | Details | Link to additional information about the deposit or withdrawal. | ## Related articles - [Set up your ACHeck21 account](https://support.payroc.com/en-US/account-management/statements-and-funding/set-up-your-acheck21-account.md) - [Log in to your ACHeck21 account](https://support.payroc.com/en-US/account-management/statements-and-funding/log-in-to-your-acheck21-account.md) - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) --- # Update your Doing Business As name and address Locale: en-US Source: https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address You can update the Doing Business As (DBA) name and DBA address for your merchant account: - **DBA name** - Public-facing name of your business, such as the name on your storefront. Your DBA name can be different from your legal business name. - **DBA address** - Physical location of your store or business where customers can purchase your goods and services. Your DBA address can be different from your corporate address. To update your DBA details, complete the following steps: 1. [Download the Merchant Processing Amendment Form](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md#1-download-the-merchant-processing-amendment-form-0). 2. [Complete the form](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md#2-complete-the-form-1). 3. [Gather supporting documentation](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md#3-gather-supporting-documentation-2). 4. [Send us the information](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md#4-send-us-the-information-3). ## 1. Download the Merchant Processing Amendment Form Download the [Merchant Processing Amendment Form](https://support.payroc.com/assets/15f5b1eaf626483b.pdf). ## 2. Complete the form Complete the entire form, except the Bank Account Revisions section. In the Merchant Information Revisions section, enter the details that you want to update: - To update your DBA name, complete the following fields: - Doing Business As (DBA) name - To update your DBA address, complete the following fields: - Business Street Address - City - State - ZIP Code ![Merchant Processing Amendment form with merchant details, DBA name and address, and verification sections highlighted](https://support.payroc.com/assets/cb84a4cc5c3c5362.png) ## 3. Gather supporting documentation Gather the following supporting documentation: - **Documentation to verify your DBA name and address** - The documentation you need to send depends on the DBA details that you want to update: - To update your DBA name, include a copy of your updated business license that shows the new name. - To update your DBA address, include a copy of one of the following: - Business license - Lease for your new address - Utility bill for your new address - **Documentation to verify your identity** - To verify your identity, include a copy of your photo ID, which can be a copy of your driver's license or a copy of your passport. The name on the photo ID must match the name of the person who signed the Merchant Processing Agreement (MPA). ## 4. Send us the information Email your request to [cs@payroc.com](mailto:cs@payroc.com) and include the following: - Your full name - Your merchant ID - Your completed Merchant Processing Amendment Form - Your supporting documentation We send you an email when we complete the update. ## Related articles - [Update your business information with the IRS](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-business-information-with-the-irs.md) - [Update your bank account details](https://support.payroc.com/en-US/account-management/statements-and-funding/update-your-bank-account-details.md) --- # Core Products Locale: en-US Source: https://support.payroc.com/en-US/core-products Accept and manage payments across different channels. ## Categories - [Payroc Gateway](https://support.payroc.com/en-US/core-products/payroc-gateway.md) — Accept payments, manage transactions, and view reports. - [Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus.md) — Accept payments, manage inventory, and view reports. - [Roc Services](https://support.payroc.com/en-US/core-products/roc-services.md) — Send estimates and invoices, schedule appointments, and accept payments on the go. - [Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving.md) — Create fundraising campaigns and manage donations. --- # AXIUM DX4000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx4000 ## Articles - [Void a transaction on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/void-a-transaction.md) - [Run a refund on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/run-a-refund.md) - [Add a new user on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/add-a-new-user.md) - [Change the print mode on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/change-the-print-mode.md) - [View a transaction report on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/view-a-transaction-report.md) - [Connect your AXIUM device to the internet](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/connect-to-your-wireless-network.md) --- # Add a new user on your AXIUM device Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/add-a-new-user Payroc App on AXIUM DX8000 and DX4000 devices 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 settings in the Payroc app. To add a new user, complete the following steps: 1. Tap **⋮**, and then tap **Users**. 2. Enter your supervisor's details. 3. Tap +**.** 4. Tap **User ID**, and then create an ID. 5. Tao **User Name**, and then create a user name. 6. Tap **User Password**, and then create a password. 7. Tap **Confirm Password**, and then re-enter the password.. 8. To select a user type, tap **Supervisor** or tap **Clerk**. 9. Tap **Save**, and then tap **Yes**. 10. (Optional) To return to the main menu, tap **⋮**, and then tap **Main Menu.** ## Related articles - [Add a user to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-user.md) - [Edit a user in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-user.md) --- # Adjust the screen brightness on your AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/adjust-the-screen-brightness Payroc App on an AXIUM DX8000 device 1. Swipe down twice from the top of the screen. 2. Move the slider to the left or right to adjust the brightness of the screen. 3. To return to the home screen, tap **Home**. ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Configure sleep settings for a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device.md) --- # Change the print mode on your AXIUM device Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/change-the-print-mode Payroc App on AXIUM DX8000 and DX4000 devices 1. Tap **⋮**, and then tap **Terminal Settings.** 2. Enter your supervisor credentials. 1. Tap **Supervisor Id**, and then enter your user ID. 2. Tap **Supervisor Password**, and then enter your password. 3. Tap **Login**. 3. 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 receipt after you run a transaction and displays an option to print a merchant copy of the receipt. - **Cardholder & Merchant Receipt** - Your device automatically prints a customer copy of the receipt after you run a transaction. - **Merchant Receipt only** - Your device automatically prints a merchant copy of the receipt after you run a transaction. - **Merchant & Cardholder Receipt** - Your device automatically prints a merchant copy and a customer copy of the receipt after you run a transaction. 4. Tap **Save & Exit**. 5. To return to the main menu, tap **Back to Main Menu**. ## Related articles - [Turn on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/turn-on-your-device.md) - [Turn sound on and off on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/turn-sound-on-and-off-on-your-device.md) --- # Charge your AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/charge-your-device Payroc App on an AXIUM DX8000 device 1. Connect the USB charging cable to the power adapter. 2. Plug in the power adapter to a wall outlet. 3. Connect the USB cable to the charging port on the side of your device. ![Side view of the DX8000 with the USB connector port labeled](https://support.payroc.com/assets/63a91dd996f6f0a5.jpg) 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 device. If your device still doesn’t charge, contact us. If your device doesn't charge, make sure you use the charging cable that comes with the device, and you've properly connected the charging cable to your device. If your device still doesn't charge, contact our Support Team at 888.477.4510 or email [support@rocpos.com](mailto:support@rocpos.com). ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Resolve SIM connectivity issues on your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/resolve-sim-connectivity-issues-on-your-device.md) --- # Connect your AXIUM device to the internet Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/connect-to-your-wireless-network Payroc App on AXIUM DX8000, DX4000, and EX8000 devices 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 1. From the app screen, tap **Settings**![Settings icon](https://support.payroc.com/assets/7293ce2021e7e464.png). If you can't find **Settings ![Settings icon](https://support.payroc.com/assets/7293ce2021e7e464.png)** on the home screen, swipe left to the next screen. 2. Enter **350000**. 3. Tap **Network and internet**, and then tap **Wi-Fi**. 4. Tap the name of your wireless network. 5. Enter the password for your wireless network, and then tap **OK**. 6. Tap **Connect**. 7. To return to the home screen, **Home** ![Home icon](https://support.payroc.com/assets/8989a161b3d2d1fb.png). ## Related articles - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [My AXIUM DX8000 won't connect to my wireless network](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-connect-to-my-network.md) --- # Display the battery percentage on your AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/display-the-battery-percentage-of-your-device Payroc App on an AXIUM DX8000 device 1. From the app screen, tap **Settings**. If you don't see **Settings** on the home screen, swipe right to the next screen. 2. (Optional) Type **350000**. 3. Tap **Battery**. ![Settings screen with Battery highlighted](https://support.payroc.com/assets/a7cc3ec8b7a14e1e.jpg) 4. Tap **Battery Percentage**. ![Battery screen with the Battery percentage toggle turned on and highlighted](https://support.payroc.com/assets/0d81b350aea788bd.jpg) 5. To return to the home screen, tap **Home**. ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Turn sound on and off on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/turn-sound-on-and-off-on-your-device.md) --- # AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000 ## Articles - [AXIUM DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/quick-start-guide.md) - [Run a cash sale on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/run-a-sale-with-cash.md) - [Void a transaction on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/void-a-transaction.md) - [Run a refund on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/run-a-refund.md) - [Turn on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/turn-on-your-device.md) - [Add a new user on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/add-a-new-user.md) - [View a transaction report on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/view-a-transaction-report.md) - [Turn off your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/turn-off-your-device.md) - [Display the battery percentage on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/display-the-battery-percentage-of-your-device.md) - [Charge your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/charge-your-device.md) - [Change the print mode on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/change-the-print-mode.md) - [Replace the printer paper on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/replace-the-printer-paper.md) - [Adjust the screen brightness on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/adjust-the-screen-brightness.md) - [Connect your AXIUM device to the internet](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/connect-to-your-wireless-network.md) - [My AXIUM DX8000 won't print transaction receipts](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-print-transaction-receipts.md) - [My AXIUM DX8000 won't turn on](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-turn-on.md) - [My AXIUM DX8000 won't connect to my wireless network](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-connect-to-my-network.md) --- # My AXIUM DX8000 won't connect to my wireless network Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-connect-to-my-network Payroc App on an AXIUM DX8000 device If you can't connect your DX8000 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 [support@rocpos.com](mailto:support@rocpos.com). > **Note:** You can use your mobile device as a hotspot until you have resolved your network connection issues. ## Check your Wi-Fi network - Check if your other devices can connect to the network. ## Check your device If your other devices can connect to your network, but your device can't, try the following ways to restore your connection: - Check your Wi-Fi network signal strength. - Refresh your Wi-Fi connection. - Reboot your device. - Reset your router. ## Check your Wi-Fi network signal strength 1. Check the Wi-Fi signal strength on your device. Your Wi-Fi signal icon fills as the signal strength increases. 2. Move the device closer to the router until your Wi-Fi strength improves. 3. If that doesn’t work, refresh your Wi-Fi connection. ![Three device home screens with the Wi-Fi icon highlighted as it fills with increasing signal strength](https://support.payroc.com/assets/415b60880b50ca4b.jpg) ## Refresh your Wi-Fi connection - Check that you've entered the correct password. ## Forget your Wi-Fi connection 1. From the App screen, tap **Settings**. 2. Enter **350000**. 3. Tap **Network & Internet**. 4. Tap **Wi-Fi**. 5. Tap the network that your device is currently connected to. 6. Tap **FORGET**. ## Reconnect to your Wi-Fi network 1. Tap your network. 2. Enter the password for your wireless network, and then tap **OK**. 3. Tap **Connect**. If that doesn't work, reboot your device. 4. To return to the **Home** screen, tap **Home**. ## Reboot your device - Hold the power button for four seconds, and then select **Restart**. If that doesn't work, reset your router. ## Reset your router > **Warning:** If you reset your router, it disconnects all other connected devices. - Follow your router’s instructions to reset it. ## Related articles - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Connect your AXIUM device to the internet](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/connect-to-your-wireless-network.md) --- # My AXIUM DX8000 won't print transaction receipts Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-print-transaction-receipts Payroc App on an AXIUM DX8000 device If you can't print receipts from your AXIUM DX8000 device, but you 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 paper, go to [Replace the printer paper](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/replace-the-printer-paper.md). - Charge your device. For more information about how to charge your device, go to [Charge your device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/charge-your-device.md). ## Related articles - [Change the print mode on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/change-the-print-mode.md) - [Print a receipt from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md) --- # My AXIUM DX8000 won't turn on Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-turn-on Payroc App on an AXIUM DX8000 device If your DX8000 device doesn't turn on, try the following steps: 1. Charge your device with the USB charging cable that comes with your device. 2. 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 [support@rocpos.com](mailto:support@rocpos.com). ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [Turn on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/turn-on-your-device.md) - [The navigation bar on my Newland X800 has disappeared](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/the-navigation-bar-on-my-x800-has-disappeared.md) --- # AXIUM DX8000 Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/quick-start-guide Payroc App on an AXIUM DX8000 device To download a printable copy of the DX8000 Quick Start Guide, select the following link: [DX8000 Quick Start Guide](https://support.payroc.com/assets/ca6853d1dd5a1d8e.pdf) ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [Chipper 3X Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/chipper-3x-quick-start-guide.md) - [Run a sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-the-roc-services-virtual-terminal.md) - [View a transaction report on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/view-a-transaction-report.md) --- # Replace the printer paper on your AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/replace-the-printer-paper Payroc App on an AXIUM DX8000 > **Note:** The DX8000 uses thermal printer paper that is 58mm x 40mm. 1. Lift and pull the flap to open the printer cover.  ![DX8000 with an arrow showing the printer cover flap lifted open](https://support.payroc.com/assets/2fa24d52f47460b5.jpg) 2. Remove the empty roll. 3. Insert the new roll of printer paper. ![New paper roll dropped into the open printer, then the paper end pulled out past the cover](https://support.payroc.com/assets/b212676385272575.jpg) 4. Close the printer cover. ![DX8000 with the printer cover closed and the paper end showing](https://support.payroc.com/assets/b69f1acf52f73e5a.jpg) ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [Change the print mode on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/change-the-print-mode.md) - [Order printer paper in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/order-printer-paper-in-payroc-insights.md) --- # Run a refund on your AXIUM device Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/run-a-refund Payroc App on AXIUM DX8000 and DX4000 devices > **Note:** Depending on your account setup, your device may not run refunds. To turn on refunds, contact our Support Team. 1. Tap **⋮**, and then tap **Main Menu**. 2. Tap **Refund**, and then enter the refund amount. 3. Tap **Credit/Debit Return**. 4. Type your supervisor credentials. 1. Tap **Supervisor Id**, and then enter your user ID. 2. Tap **Supervisor Password**, and then enter your password. 3. Tap **Login**. 5. Tap, swipe, or insert a payment card. OR To manually enter the card details: 1. Tap **Use manual input instead**. 2. Enter the card details. 3. Tap **CONFIRM**. 6. (Optional) To send a digital copy of the receipt to the customer, tap Email and Text Receipt and complete the following steps: - To send an email: 1. Tap **Email**. 2. Ask your customer to enter their email address. 3. Tap **Send**. 4. To return to the previous screen, tap **Cancel**. - To send an SMS: 1. Tap **Text SMS**. 2. From the **Country** drop-down menu, select the customer's country. 3. Tap **Mobile**, and then ask your customer to enter their phone number. 4. Tap **Send**. 5. To return to the previous screen, tap **Cancel**. 6. (Optional) To run another refund, tap **Perform Another Refund**. 7. To return to the main menu, tap **Back to Main Menu**. ## Related articles - [Run a referenced refund from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-referenced-refund.md) - [Run a card refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-card-refund.md) --- # Run a cash sale on your AXIUM device Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/run-a-sale-with-cash Payroc App on AXIUM DX8000 and EX8000 devices 1. Tap **⋮** , and then tap **Main Menu**. 2. Tap **Sale**. 3. Enter the sale amount. 4. Tap **Cash Payment**. 5. (Optional) Ask your customer to select a tip amount. 6. Enter the amount of cash that the customer provides to you. Your device displays how much change to provide to the customer. 7. Tap **Next**. 8. (Optional) To run another transaction, tap **New Transaction**. 9. To return to main menu, tap **Return to Main Menu**. ## Related articles - [Run a cash sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale.md) - [Run a cash sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Turn off your AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/turn-off-your-device Payroc App on an AXIUM DX8000 device To turn off your device, press and hold the power button for four seconds, and then tap **Power off**. ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Turn sound on and off on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/turn-sound-on-and-off-on-your-device.md) --- # Turn on your AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/turn-on-your-device Payroc App on an AXIUM DX8000 device To turn on your device, press and hold the power button for four seconds. ## Related articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) --- # View a transaction report on your AXIUM device Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/view-a-transaction-report Payroc App on AXIUM DX8000, DX4000, and EX8000 devices 1. Tap **⋮**, and then tap **Main Menu**. 2. Tap **Transaction Reports**. 3. 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. 4. (Optional) To view more details about your transactions, tap one of the following areas. ![Open Batch summary with the tappable summary, card brand totals, and transaction type rows highlighted](https://support.payroc.com/assets/5c358702d92f1fe6.jpg) 5. (Optional) To print a copy of the transactions, swipe up until you reach the bottom of the page, and then tap one of the following options: - **Print Summary** - Print a summary of the transactions. - **Print All Transactions** - Print a list of all transactions. 6. To return to the main menu, tap **⋮**, and then tap **Main Menu**. ## Related articles - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) - [View your transaction history on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/view-your-transaction-history-on-the-roc-services-mobile-app.md) --- # Void a transaction on your AXIUM device Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/void-a-transaction Payroc App on AXIUM DX8000, DX4000, and EX8000 devices > **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. 1. Tap **⋮**, and then tap **Main Menu**. 2. Tap **Void**. 3. Void a transaction. - To void the last transaction, tap **Void Last Transaction**. - To void a different transaction, tap **Void Card Transaction**, and then tap the transaction that you want to void. 4. Confirm that the transaction details are correct, and then tap **Void**. 5. Enter your supervisor credentials: 1. Tap **Supervisor Id**, and then enter your user ID. 2. Tap **Supervisor Password**, and then enter your password. 3. Tap **Login**. 6. (Optional) To print an extra copy of the receipt, tap **Print Merchant Copy**. 7. (Optional) To email a copy of the receipt to the customer, tap **Email and Text Receipt**, and then complete the following steps: 1. Tap **Email**. 2. Ask your customer to enter their email address. 3. Tap **Send**. 4. To return to the previous screen, tap **Cancel**. 8. (Optional) To send a copy of the receipt to the customer by SMS, tap **Email and Text Receipt**, and then complete the following steps: 1. Tap **Text SMS**. 2. From the **Country** drop-down menu, select the customer's country. 3. Tap **Mobile**, and then ask your customer to enter their phone number. 4. Tap **Send**. 5. To return to the previous screen, tap **Cancel**. 9. To return to the main menu, tap **Back to Main Menu**. ## Related articles - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) - [Run a refund on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/run-a-refund.md) --- # AXIUM EX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-ex8000 ## Articles - [Void a transaction on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/void-a-transaction.md) - [View a transaction report on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/view-a-transaction-report.md) - [Connect your AXIUM device to the internet](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/connect-to-your-wireless-network.md) - [Run a cash sale on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/run-a-sale-with-cash.md) --- # Devices Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/devices Accept payments with supported payment devices. ## Categories - [AXIUM DX4000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx4000.md) - [AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000.md) - [AXIUM EX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-ex8000.md) --- # Payroc Gateway Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway Accept payments, manage transactions, and view reports. ## Categories - [Web portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal.md) — Manage your account, transactions, and reports from your desktop. - [Devices](https://support.payroc.com/en-US/core-products/payroc-gateway/devices.md) — Accept payments with supported payment devices. --- # Add a Self-Care Portal user Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-a-self-care-portal-user Self-Care Portal > **Important:** To add a user, you must have the **Allow Creating New Users** permission. Add a user to the Self-Care Portal and give them access to specific features. You can give a user access to a feature only if the feature is available on your terminal. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Users**. 3. Select **NEW USER**. 4. Enter the following details about the user: - Username - Email address 5. In the Your Current Password field, enter your account password. 6. In the Time Zone field, select the user’s time zone. 7. To assign permissions to a user, select **More settings**, and then select the checkboxes next to the permissions. For a complete list of permissions, go to [User permissions](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-a-self-care-portal-user.md#user-permissions-0). 8. In the Allowed Processing Terminals section, select the checkboxes next to the terminals you want the user to access. 9. Select **ADD**. After you add a user, they receive a welcome email with instructions to set up their account. ## User permissions > **Important:** When you assign user permissions, don't enable the **Allow Billing** or **Allow Partial Captures** permissions. These features are no longer available to new users. | Permission | Allow the user to | | --- | --- | | Allow Creating New Users | Add, edit, and delete other users on the Self-Care Portal. **Note:** Assign this permission only to admin users. | | Allow API Key Management | Create and manage API keys. **Note:** Assign this permission only to admin users. | | Allow Pay Pages | Create and manage Hosted Payment Pages. | | Allow Terminal Setup | Access the terminal settings. | | Allow Refund | Run referenced refunds. | | Allow Unreferenced Refunds | Run unreferenced refunds. | | Allow Virtual Terminal | Run and manage payments using the Virtual Terminal. | | Allow CHP on Virtual Terminal | Run card-present transactions in the Virtual Terminal. You can assign this permission only if you select **Allow Virtual Terminal**. | | Allow Open Batch | Access and manage transactions in an open batch. | | Allow Closed Batch | Access and manage transactions in a closed batch. | | Allow Scheduled Report | Run scheduled reports. You can assign this permission only if you select **Allow Closed Batch**. | | Allow Bulk Payments | Create and manage bulk payments. | | Allow Billing | Access monthly invoices. **Note:** This feature is no longer available to new users. | | Allow Secure Tokens Storage | Create and manage secure tokens. | | Allow Subscriptions | Create and manage subscriptions. | | Allow Dashboard | Access the dashboard. | | Allow Partial Captures | Capture part of the pre-authorization amount. **Note:** This feature is no longer available to new users. | | Allow Processing Rules | Add and manage processing rules. | ## Related articles - [Edit a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/edit-a-self-care-portal-user.md) - [Delete a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/delete-a-self-care-portal-user.md) --- # Add terms and conditions to your receipts on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-terms-and-conditions-to-your-receipts-on-the-self-care-portal Self-Care Portal 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Receipt**. 3. Enter your terms and conditions. 4. Select **UPDATE RECEIPT SETTINGS**. ## Related articles - [Customize receipts for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts.md) - [Print a receipt from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md) - [Enable email receipts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/enable-email-receipts-on-the-self-care-portal.md) --- # Use the Self-Care Portal to block a card Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/block-a-card Self-Care Portal You can use the Self-Care Portal to block a customer’s card to prevent them from using it in future transactions. You can block a card only after the customer has used it and the transaction is in an open batch or a closed batch. The steps you need to follow depend on the type of batch that the transaction is in: - [Open batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/block-a-card.md#open-batch-0) - [Closed batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/block-a-card.md#closed-batch-1) ## Open batch 1. Sign in to https://payments.payroc.com/merchant/selfcare/. 2. On the side menu, select **Reporting**, and then select **Open Batch**. 3. Go to the **ALL TRANSACTIONS** tab. ![Open Batch page with the All Transactions tab highlighted](https://support.payroc.com/assets/713d2400a7a249ab.png) 4. From the list of transactions, locate the card that you want to block. 5. From the Action column, select ![More options](https://support.payroc.com/assets/54fb423587e7f7ce.png), and then select **Block Card**. ![All Transactions tab with the Action menu open and Block Card highlighted](https://support.payroc.com/assets/8bb338d33c1af591.png) 6. In the dialog box, enter a reason for blocking the card, and then select **BLOCK**. > **Note:** We still process the transaction after you block the card. If you don’t want us to process the transaction, use the Self-Care Portal to void the transaction. ## Closed batch 1. Sign in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. On the side menu, select **Reporting**, and then select **Closed Batch**. 3. Go to the **TRANSACTIONS** tab. ![Closed Batch page with the Transactions tab highlighted](https://support.payroc.com/assets/decf974491e61acc.png) 4. Select your terminal number, and then select **ADD ALL TERMINALS**. ![Terminal number list on the Transactions tab with Add All Terminals highlighted](https://support.payroc.com/assets/cd48a0336874d528.png) 5. To search for the card using the card number, select **Order ID**, and then select **Card Number**. 6. Enter the last four digits of the card number that you want to block, and then click **SEARCH**. ![Transactions tab search by terminal and card number, with the Search button highlighted](https://support.payroc.com/assets/ee535824ed9c0270.png) 7. From the Action column, select ![More options](https://support.payroc.com/assets/54fb423587e7f7ce.png), and then select **Block Card**. ![Closed batch search results with the Action menu open and Block Card highlighted](https://support.payroc.com/assets/4f18a749ac6e6b40.png) 8. In the dialog box, enter a reason for blocking the card, and then select **BLOCK**. ## Related articles - [Use the Self-Care Portal to unblock a card](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/unblock-a-card.md) - [Search for a batch on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-batch.md) --- # Configure your email alerts on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-email-alerts-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to configure email alerts so that you receive notifications for events that happen on your account, such as sales and refunds. In the Self-Care Portal, you can receive email alerts for the following events: | Event | Description | | --- | --- | | Daily Net Sales | Receive a daily summary of processing totals, including net total, net sales, net voids, and net refunds. | | Sale Approval | Receive a notification each time the cardholder's issuing bank approves a sale. | | Sale Decline | Receive a notification each time the cardholder's issuing bank declines a sale. | | Sale Pending | Receive a notification each time a transaction changes to pending. | | Sale Voided | Receive a notification each time a void occurs. | | Sale Refunded | Receive a notification each time a refund occurs. | | Sale Fraud Risk Rejection | Receive a notification each time the fraud risk engine blocks a transaction before it reaches the cardholder's issuing bank. | You can choose to receive email alerts for: - [All transaction events](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-email-alerts-on-the-self-care-portal.md#configure-email-alerts-for-all-transaction-events-0) – Receive email alerts for all transaction events that happen on your account, except Daily Net Sales. - [Specific events](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-email-alerts-on-the-self-care-portal.md#configure-email-alerts-for-specific-events-1) – Receive email notifications for events that you specify. ## Configure email alerts for all transaction events > **Note:** If you follow these steps, you won't receive alerts for Daily Net Sales. To receive alerts for transaction events and Daily Net Sales, go to [Configure email alerts for specific events](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-email-alerts-on-the-self-care-portal.md#configure-email-alerts-for-specific-events). 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. In the Notification Email field, enter the email address of the recipient. 4. From the **Notification Language** dropdown menu, select the default language for your notifications. 5. Select **UPDATE SETTINGS**. ## Configure email alerts for specific events To configure email alerts for specific events, complete the following steps: 1. [Access your email alerts](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-email-alerts-on-the-self-care-portal.md#1-access-your-email-alerts-2) 2. [Configure your email alerts](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-email-alerts-on-the-self-care-portal.md#2-configure-your-email-alerts-3) ### 1. Access your email alerts 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **eMail Alerts**. ### 2. Configure your email alerts For each email alert that you want to configure, complete the following steps: 1. From the **On/Off** column, select the checkbox to enable the email alert. 2. From the Email Address column, enter the email address of the recipient. 3. (Optional) To receive alerts based on the transaction amount, from the **When** dropdown menu, select one of the following options: - **Less than** — Send the alert when the transaction amount is less than the threshold amount that you enter. - **More than** — Send the alert when the transaction amount is more than the threshold amount that you enter. 4. (Optional) From the Current Value column, enter the threshold amount in USD. 5. Select **UPDATE EMAIL ALERTS**. ## Related articles - [Enable email receipts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/enable-email-receipts-on-the-self-care-portal.md) - [Configure your SMS alerts in the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-sms-alerts.md) - [Update your InTouch Notifications settings in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights.md) --- # Configure your SMS alerts in the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-sms-alerts Self-Care Portal Use the Self-Care Portal to configure your SMS alerts for specific payment processing events. For each alert, you can also set a threshold amount to control when we send the alert. The following table describes the SMS alert types that you can configure: | Alert type | Description | | --- | --- | | Daily Net Sales | Receive a daily summary of processing totals, including net total, net sales, net voids, and net refunds. | | Sale Approval | Receive a notification each time the issuer approves a sale. | | Sale Decline | Receive a notification each time the issuer declines a sale. | | Sale Pending | Receive a notification each time a transaction changes to pending. | | Sale Voided | Receive a notification each time a void occurs. | | Sale Refunded | Receive a notification each time a refund occurs. | | Sale Fraud Risk Rejection | Receive a notification each time the fraud risk engine blocks a transaction before it reaches the issuer. | ## Configure your SMS alerts 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **SMS Alerts**. 3. From the On/Off column, select the checkbox next to the alert type that you want to enable. 4. In the Phone Number column, enter the phone number of the recipient. 5. (Optional) To restrict when an alert sends, enter the following conditions: 1. From the When dropdown menu, select one of the following options: - **Less than** — Send the alert when the transaction amount is less than the value you enter. - **More than** — Send the alert when the transaction amount is more than the value you enter. 2. In the **Current Value** box, enter the threshold amount in USD. 6. Select **UPDATE SMS ALERTS**. ## Related articles - [Update your InTouch Notifications settings in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights.md) - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) --- # Create a display name for a processing terminal on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/create-a-display-name-for-a-processing-terminal-on-the-self-care-portal Self-Care Portal If you have multiple processing terminals, use the Self-Care Portal to create a display name for each processing terminal so that you can easily identify them. After you create a display name, the display name appears next to your terminal ID and currency when you select the terminal. To create a display name for your processing terminal, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the terminal dropdown menu, select the processing terminal you want to update. 3. From the navigation menu, select **Settings**, and then select **Terminal**. 4. In the Display Name field, enter a name for your processing terminal. 5. Select **UPDATE SETTINGS**. ## Related articles - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) - [Edit a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-a-custom-field-on-the-self-care-portal.md) --- # Delete a Self-Care Portal user Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/delete-a-self-care-portal-user Self-Care Portal > **Important:** To delete a user, you must have the **Allow Creating New Users** permission. Delete a user to remove their access to the Self-Care Portal. We store deleted accounts on our system for auditing purposes, but they no longer appear in the user list. You can’t log into the Self-Care portal using a deleted account. > **Note:** If you delete a user, you can't undo it from within the portal. If you delete a user by mistake, call 1-888-477-4500 or email [cs@payroc.com](mailto:cs@payroc.com) to restore the account. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Users**. 3. In the user list, find the user you want to delete. 4. Select **Delete** next to their username. 5. On the confirmation screen, select **Ok**. After you delete a user, they can no longer access the Self-Care Portal. ## Related articles - [Add a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-a-self-care-portal-user.md) - [Edit a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/edit-a-self-care-portal-user.md) --- # Edit a Self-Care Portal user Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/edit-a-self-care-portal-user Self-Care Portal > **Important:** To edit a user, you must have the **Allow Creating New Users** permission. Update a user's profile or permissions on the Self-Care Portal. You can change any field except the username. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Users**. 3. In the user list, select the username of the user you want to edit. Their profile opens on the next page. 4. Update the following details about the user: - Email address - Time zone 5. To edit the user’s permissions, select **More settings**, and then do one of the following: - To add a permission, select the checkbox next to the permission. - To remove a permission, clear the checkbox next to the permission. **Note:** For a complete list of user permissions, go to [User permissions](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/edit-a-self-care-portal-user.md#user-permissions-0). 1. In the Allowed Processing Terminals section, edit the processing terminals that the user can access: - To give the user access to a processing terminal, select the checkbox next to the terminal. - To remove the user’s access to a processing terminal, clear the checkbox next to the terminal. 2. In the Your Current Password field, enter your account password. 3. Select **Update**. ## User permissions > **Important:** When you assign user permissions, don't enable the **Allow Billing** or **Allow Partial Captures** permissions. These features are no longer available to new users. | Permission | Allow the user to | | --- | --- | | Allow Creating New Users | Add, edit, and delete other users on the Self-Care Portal. **Note:** Assign this permission only to admin users. | | Allow API Key Management | Create and manage API keys. **Note:** Assign this permission only to admin users. | | Allow Pay Pages | Create and manage Hosted Payment Pages. | | Allow Terminal Setup | Access the terminal settings. | | Allow Refund | Run referenced refunds. | | Allow Unreferenced Refunds | Run unreferenced refunds. | | Allow Virtual Terminal | Run and manage payments using the Virtual Terminal. | | Allow CHP on Virtual Terminal | Run card-present transactions in the Virtual Terminal. You can assign this permission only if you select **Allow Virtual Terminal**. | | Allow Open Batch | Access and manage transactions in an open batch. | | Allow Closed Batch | Access and manage transactions in a closed batch. | | Allow Scheduled Report | Run scheduled reports. You can assign this permission only if you select **Allow Closed Batch**. | | Allow Bulk Payments | Create and manage bulk payments. | | Allow Billing | Access monthly invoices. **Note:** This feature is no longer available to new users. | | Allow Secure Tokens Storage | Create and manage secure tokens. | | Allow Subscriptions | Create and manage subscriptions. | | Allow Dashboard | Access the dashboard. | | Allow Partial Captures | Capture part of the pre-authorization amount. **Note:** This feature is no longer available to new users. | | Allow Processing Rules | Add and manage processing rules. | ## Related articles - [Add a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-a-self-care-portal-user.md) - [Delete a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/delete-a-self-care-portal-user.md) --- # Enable email receipts on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/enable-email-receipts-on-the-self-care-portal Self-Care Portal > **Important:** You can send email receipts only if we have enabled the email address field in the Virtual Terminal. If you don't have the email address field, contact us at **1-888-477-4500** or email [cs@payroc.com](mailto:cs@payroc.com). 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. Clear the **Disable Receipts** checkbox. 4. Select **Email Cardholder Receipt** to automatically send an email receipt to the cardholder when you enter the cardholder's email address during a sale. 5. In the Receipt Response Codes section, select the transaction response that triggers the email receipt. To select multiple responses, press and hold the **Ctrl** key or the **Command** key, and then select any of the following options: - **Approval** - **Decline** - **Referral** - **Other** 6. In the Transaction Type section, select the transaction type that triggers the email receipt. To select multiple types, press and hold the **Ctrl** key or the **Command** key, and then select any of the following options: - **SALE** - **RETURN** 7. Select **UPDATE SETTINGS**. ## Related articles - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) - [Print a receipt from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md) --- # Enable SMS receipts on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/enable-sms-receipts-on-the-self-care-portal Self-Care Portal 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. Clear the **Disable Receipts** checkbox. 4. Select **Show Phone on VT** to display the phone number field in the Virtual Terminal. 5. Select **SMS Cardholder Receipt** to automatically send an SMS receipt to the cardholder when you enter the cardholder's phone number during a sale. 6. In the Receipt Response Codes section, select the transaction responses that trigger the SMS receipts. To select multiple responses, press and hold the **Ctrl** key or the **Command** key, and then select any of the following options: - **Approval** - **Decline** - **Referral** - **Other** 7. In the Transaction Type section, select the transaction types that trigger the SMS receipts. To select multiple types, press and hold the **Ctrl** key or the **Command** key, and then select any of the following options: - **SALE** - **RETURN** 8. Select **UPDATE SETTINGS**. ## Related articles - [Configure your SMS alerts in the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-sms-alerts.md) - [Enable email receipts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/enable-email-receipts-on-the-self-care-portal.md) - [Deactivate an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/deactivate-an-enhanced-data-template.md) --- # Account management Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management Manage your account settings. ## Articles - [Update the auto-batch time on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/update-the-auto-batch-time.md) - [Use the Self-Care Portal to block a card](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/block-a-card.md) - [Use the Self-Care Portal to unblock a card](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/unblock-a-card.md) - [Use the Self-Care Portal to view which payment cards you can accept](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/view-payment-cards-that-you-can-accept.md) - [Create a display name for a processing terminal on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/create-a-display-name-for-a-processing-terminal-on-the-self-care-portal.md) - [Add a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-a-self-care-portal-user.md) - [Edit a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/edit-a-self-care-portal-user.md) - [Delete a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/delete-a-self-care-portal-user.md) - [Configure your SMS alerts in the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-sms-alerts.md) - [Configure your email alerts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/configure-your-email-alerts-on-the-self-care-portal.md) - [Enable email receipts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/enable-email-receipts-on-the-self-care-portal.md) - [Enable SMS receipts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/enable-sms-receipts-on-the-self-care-portal.md) - [Add terms and conditions to your receipts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-terms-and-conditions-to-your-receipts-on-the-self-care-portal.md) --- # Use the Self-Care Portal to unblock a card Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/unblock-a-card Self-Care Portal > **Important:** If a card is blocked by a processing rule, you can't unblock it in the Self-Care Portal. To unblock the card, contact your administrator to update the processing rule or contact our Support Team at **888.477.4500**. If you’ve previously blocked a customer’s card, use the Self-Care Portal to unblock the card. Before you unblock a card, make sure that you’ve verified the cardholder’s information and business requirements. > **Note:** To view the blocked cards in the Self-Care Portal, you must have the Processing Rules permission To unblock a card, complete the following steps: 1. Sign in to https://payments.payroc.com/merchant/selfcare/. 2. From the side menu, select **Settings**, and then select **Blocked Cards**. 3. (Optional) Use the filters to display only the blocked cards. 4. Locate the card that you want to unblock. 5. From the Action column, select ![More options](https://support.payroc.com/assets/54fb423587e7f7ce.png), and then select **Unblock Card**. ![Blocked Cards page with Unblock Card highlighted in the Action column](https://support.payroc.com/assets/36247efb2e5a56b3.png) 6. In the dialog box, enter a reason for unblocking the card, and then select **UNBLOCK**. The customer's card is now unblocked. ## Related articles - [Use the Self-Care Portal to block a card](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/block-a-card.md) - [View the dashboard on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/view-the-dashboard.md) --- # Update the auto-batch time on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/update-the-auto-batch-time Self-Care Portal You can use the Self-Care Portal to set the time that we automatically close your batches for card transactions. To update the auto-batch time, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. On the side menu, select **Settings**, and then select **Terminal**. 3. In the Batch Time box, enter the time that you want us to close your batches. 4. Select **UPDATE SETTINGS**. ## Related articles - [Search for a batch on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-batch.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) --- # Use the Self-Care Portal to view which payment cards you can accept Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/view-payment-cards-that-you-can-accept Self-Care Portal Use the Settings page to view the card types that are currently enabled on your account, such as Visa, Mastercard, and Amex. You can accept these card types when you run transactions. > **Note:** To add or remove card types from your account, call 1-888-477-4500 or email [cs@payroc.com](mailto:cs@payroc.com). 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Cards**. 3. Review the cards listed. These are the card types currently enabled on your account. ## Related articles - [View the dashboard on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/view-the-dashboard.md) - [Use the Self-Care Portal to block a card](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/block-a-card.md) - [Use the Self-Care Portal to unblock a card](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/unblock-a-card.md) --- # Contact Self-Care Portal support Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/contact-support Self-Care Portal You can raise a support ticket directly from the Self-Care Portal if you need help or have a transaction query. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Contact Support**. 3. Select the priority level and category for your query: - General Support - Transaction Query - Bug Report - Other 4. Enter a subject and your message. 5. Select **SEND**. After you select **SEND**, the Self-Care Portal displays a notification with the message "Your message has been sent." ## Related articles - [Contact us](https://support.payroc.com/en-US/account-management/contact-us.md) - [I forgot my password for Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/i-forgot-my-password-for-roc-services.md) - [My AXIUM DX8000 won't turn on](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-turn-on.md) - [Search for a batch on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-batch.md) --- # Getting started Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started Learn how to access and navigate the Self-Care Portal. ## Articles - [Contact Self-Care Portal support](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/contact-support.md) - [Log in to the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/log-in-to-the-self-care-portal.md) - [Reset your Self-Care Portal password](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/reset-your-password.md) - [Switch between processing terminals on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/switch-between-processing-terminals.md) - [View the dashboard on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/view-the-dashboard.md) - [Search for a batch on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-batch.md) - [Search for a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md) - [Understand transaction responses from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/understand-transaction-responses.md) --- # Log in to the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/log-in-to-the-self-care-portal Self-Care Portal 1. Go to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Enter your merchant ID. 3. Enter your username. 4. Enter your password. 5. Select **LOGIN**. > **Note:** If you've forgotten your password, select **Forgot Password?**, and then follow the steps to reset your password. ## Related articles - [Create and share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/create-and-share-a-payment-link.md) - [View the share history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link.md) - [Print a receipt for a payment link transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/print-a-receipt.md) - [Search for a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md) --- # Reset your Self-Care Portal password Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/reset-your-password Self-Care Portal You can reset your password from the Self-Care Portal login screen. If you are locked out of your account, you need to reset your password to regain access. To reset your password, you need your merchant ID, your username, and the email address linked to your Self-Care Portal account. **Note:** Your welcome email includes your merchant ID and username. If you can't find your welcome email, call **1-888-477-4500** or email [cs@payroc.com](mailto:cs@payroc.com). ## Password requirements Your new password must: - Contain between 12 and 128 characters - Include no more than two identical characters in a row - Contain at least three of the following four character types: - At least one uppercase character - At least one lowercase character - At least one digit - At least one special character - Be different from any password you have used before ## Reset your password 1. Go to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Select **Forgot Password**. 3. Enter your merchant ID, your username, and the email address linked to your Self-Care Portal account. 4. Select **Request Password Reset**. 5. Find the password reset email that we sent to you from [noreply@payroc.com](mailto:noreply@payroc.com). **Note:** If you don't receive the email within a few minutes, check your spam or junk folder. If you still can't find it, call **1-888-477-4500** or email [cs@payroc.com](mailto:cs@payroc.com). 1. In the reset email, select the password reset link. **Note:** The link expires after 30 minutes and you can use it only once. If the link has expired, go back to step 1 to request a new password reset. 1. In the **New Password** field, enter your new password. 2. In the **Confirm Password** field, reenter your new password. 3. Select the **Confirm Password** button. After you update your password, we redirect you to the login screen. You can log in with your new password. ## Related articles - [Reset your password in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/reset-your-password-in-payroc-insights.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) - [Understand transaction responses from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/understand-transaction-responses.md) --- # Search for a batch on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-batch Self-Care Portal Use the Self-Care Portal to view the open batch and to search for closed batches. ## View the open batch 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**, and then select **Open Batch**. ## Search for a closed batch 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**, and then select **Closed Batch**. 3. (Optional) Use the filters to narrow the results. Matching batches appear in the Batch List. 4. (Optional) Select a tab to filter by time period: - **Last Batch** — The most recently closed batch. - **This Week** — All batches closed in the current week. - **This Month** — All batches closed in the current month. 5. (Optional) To view the transactions in a batch, select its date in the Batch List. 6. (Optional) From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) to perform the following actions: - **View transactions** — See the individual transactions within that batch. - **View batch summary** — Open a detailed summary of the batch, including its graphs and currency breakdown. - **Export to CSV** — Download the batch data as a CSV file. ## Related articles - [Contact Self-Care Portal support](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/contact-support.md) - [Log in to the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/log-in-to-the-self-care-portal.md) - [Reset your Self-Care Portal password](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/reset-your-password.md) - [Switch between processing terminals on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/switch-between-processing-terminals.md) --- # Search for a transaction on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction You can use the Self-Care Portal to search for a card transaction or a bank transfer that is in an open or closed batch. Before you begin your search, you need to know if the transaction is in an open or a closed batch and if it’s a card transaction or bank transfer. After you’ve identified the batch and transaction type, go to one of the following sections: - [Search for a card transaction in an open batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md#search-for-a-card-transaction-in-an-open-batch-0). - [Search for a card transaction in a closed batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md#search-for-a-card-transaction-in-a-closed-batch-1). - [Search for a bank transfer in an open batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md#search-for-a-bank-transfer-in-an-open-batch-4). - [Search for a bank transfer in a closed batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md#search-for-a-bank-transfer-in-a-closed-batch-5). ## Search for a card transaction in an open batch 1. Log in to https://payments.payroc.com/merchant/selfcare/. 2. On the side menu, select **Reporting**, and then select **Open Batch**. 3. (Optional) To view transactions from all processing terminals, select **All Terminals**. 4. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range. 5. Locate the transaction. 6. (Optional) To manage the transaction, from the Action column, select ![More options](https://support.payroc.com/assets/c378121765e64a56.png), and then select one of the following options: - **Transaction Details** – View the details of the transaction. - **Void** – Void the transaction. - **Refund** – Refund the transaction. - **Resend Cardholder Receipt** – Email the transaction receipt. - **Print Receipt** – Print the transaction receipt. - **Create Secure Token** – Create a secure token with the payment details the customer used for the transaction. - **Create Subscription** – Create a subscription with the payment details the customer used for the transaction. 7. (Optional) To export the transactions in a CSV file, select **EXPORT AS CSV**. ## Search for a card transaction in a closed batch 1. Log in to https://payments.payroc.com/merchant/selfcare/. 2. On the side menu, select **Reporting**, and then select **Closed Batch**. 3. Locate the transaction: - If you have the transaction details, go to [Search for a transaction with transaction details](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md#search-for-a-transaction-with-transaction-details-2). - If you have only the batch details, go to [Search for a transaction with batch details](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md#search-for-a-transaction-with-batch-details-3). ### Search for a transaction with transaction details 1. Select the **TRANSACTIONS** tab. 2. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range. 3. Locate the transaction. 4. (Optional) To manage the transaction, from the Action column, select ![More options](https://support.payroc.com/assets/c378121765e64a56.png), and then select one of the following options: - **Transaction Details** – View the details of the transaction. - **Refund** – Refund the transaction. - **Resend Cardholder Receipt** – Email the transaction receipt. - **Print Receipt** – Print the transaction receipt. - **Create Secure Token** – Create a secure token with the payment details the customer used for the transaction. - **Create Subscription** – Create a subscription with the payment details the customer used for the transaction. 5. (Optional) To export the transactions in a CSV file, select **EXPORT AS CSV**. ### Search for a transaction with batch details 1. Select the **BATCHES** tab. 2. (Optional) Use the filter to search for the batch, for example, by the date it closed. 3. (Optional) To view batches that closed recently, select one of the following tabs: - **LAST BATCH** – View the most recently closed batch. - **THIS WEEK** – View all batches that closed this week. - **THIS MONTH** – View all batches that closed this month. 4. Select the date and time when the batch closed. 5. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range. 6. Locate the transaction. 7. (Optional) To manage the transaction, from the Action column, select ![More options](https://support.payroc.com/assets/c378121765e64a56.png), and then select one of the following options: - **Transaction Details** – View the details of the card transaction. - **Refund** – Refund the transaction. - **Resend Cardholder Receipt** – Email the transaction receipt. - **Print Receipt** – Print the transaction receipt. - **Create Secure Token** – Create a secure token with the payment details the customer used for the transaction. - **Create Subscription** – Create a subscription with the payment details the customer used for the transaction. 8. (Optional) To export the transactions in a CSV file, select **EXPORT AS CSV**. ## Search for a bank transfer in an open batch 1. Log in to https://payments.payroc.com/merchant/selfcare/. 2. On the side menu, select **Reporting**, and then select **Bank Transfers Open Batch**. 3. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range. 4. Locate the transaction. 5. (Optional) To manage the transaction, from the Action column, select ![More options](https://support.payroc.com/assets/c378121765e64a56.png), and then select one of the following options: - **Bank Transfer Details** – View the details of the bank transfer. - **Print Receipt** – Print the transaction receipt. - **Resend Customer Receipt** – Email the transaction receipt. - **Create Secure Token** – Create a secure token with the payment details the customer used for the transaction. - **Void** – Void the transaction. 6. (Optional) To export the transactions in a CSV file, select **EXPORT AS CSV**. ## Search for a bank transfer in a closed batch 1. Log in to https://payments.payroc.com/merchant/selfcare/. 2. On the side menu, select **Reporting**, and then select **Bank Transfers** **Closed Batch**. 3. (Optional) Use the filter to search for the batch, for example, by the date it closed. 4. Select the date and time when the batch closed. 5. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range. 6. Locate the transaction. 7. (Optional) To manage the transaction, from the Action column, select ![More options](https://support.payroc.com/assets/c378121765e64a56.png), and then select one of the following options: - **Bank Transfer Details** – View the details of bank transfer. - **Print Receipt** – Print the transaction receipt. - **Resend Customer Receipt** – Email the transaction receipt. - **Create Secure Token** – Create a secure token with the payment details the customer used for the transaction. 8. (Optional) To export the transactions in a CSV file, select **EXPORT AS CSV**. ## Related articles - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) --- # Switch between processing terminals on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/switch-between-processing-terminals Self-Care Portal If you have access to more than one processing terminal, you can switch between them in the Self-Care Portal. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Select the dropdown menu that shows your current processing terminal ID. **Note:** The dropdown menu shows only the terminals you have access to. 3. Select the processing terminal you want to use. ## Related articles - [Switch MID on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/switch-mid-on-your-device.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) --- # Understand transaction responses from the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/understand-transaction-responses Self-Care Portal When you run a card transaction, we return a response indicating whether the payment was approved or declined. We may also include Address Verification Service (AVS) or Card Verification Value (CVV) results. For transactions you run using the Virtual Terminal, we return the response on the receipt page. This article covers: - [Transaction response types](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/understand-transaction-responses.md#transaction-response-types) - [AVS responses](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/understand-transaction-responses.md#avs-responses) - [CVV responses](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/understand-transaction-responses.md#cvv-responses) ## Transaction response types When you run a card transaction, you receive the following types of response: **Approved** or **Authorized** — The issuing bank authorizes the transaction. The amount is within the cardholder's credit limit. We place a hold on the cardholder's funds and ensure that those funds transfer to your account. The number of days for the funds to clear depends on the issuing bank. **Declined** or **Not Authorized** — The bank declines the transaction. Declines have many possible causes, and we don't receive the reason for the decline due to privacy regulations. Only the cardholder can find out why their card was declined. **Pick-up, or Referral A** — The card has been reported lost or stolen. **Important:** If you receive a pick-up or referral A transaction response during a cardholder present transaction, retain the card and contact your acquiring bank. **Referral B** — The bank requires additional information before authorizing. For ecommerce transactions, this response is treated as a decline. For Virtual Terminal transactions that are Mail and Telephone Order (MOTO), follow these steps: ```plain 1. Contact your acquiring bank immediately using the referral phone number they provided. 2. Provide the transaction details. 3. In **SelfCare**, enter the authorization code your acquiring bank provides. ``` > **Note:** We don't have access to your acquirer's referral phone number. Contact your acquirer directly if you don't have it. ## AVS responses AVS codes indicate whether the billing address provided matches the card issuer's records. | Code | Meaning | | --- | --- | | A | First five street address digits match. ZIP code doesn't match. | | E | Transaction is ineligible for AVS. | | G | Address unavailable. Applies to international Visa cards only. | | N | Neither the address nor the ZIP code matches. | | R | System unavailable or timed out. | | S | Card type not supported by AVS. | | U | Address information unavailable. | | W | Nine-digit ZIP code matches. Street address doesn't match. | | X | Exact match on both address and nine-digit ZIP code. | > **Note:** The AVS response doesn't always cause a transaction to be declined. ## CVV responses CVV codes indicate whether the card's security code matches. These codes are informational and don't usually prevent the transaction from being approved. | Code | Meaning | | --- | --- | | M | CVV matches. | | N | CVV doesn't match. | | P | Not processed. | | S | Card has a CVV but the merchant didn't include it. | | U | Issuer not registered for CVV. | ## Related articles - [View your dashboard in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/view-your-dashboard-in-payroc-insights.md) - [View transactions by location for your KioSoft account in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-transactions-by-location-for-your-kiosoft-account-in-payroc-insights.md) --- # View the dashboard on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/view-the-dashboard Self-Care Portal The Self-Care Portal dashboard displays information about your payment activity, including live transactions and historical trends. To view your dashboard, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Dashboard**. 3. The dashboard opens and displays the following panes: - **Top Periods** — Peak transaction timeframes by month, week, day, or hour. - **Pie Chart** — Breakdown of transactions by card type, operator, or transaction outcome. - **Average Transaction** — Average transaction value, transaction count, or total value over time. - **Recent Transactions** — Live transactions as they are processed. This pane updates automatically. You don't need to refresh the page. **Note:** Depending on your account configuration, the dashboard may not display all of the above panes. 1. (Optional) To enlarge a pane, select ![Expand](https://support.payroc.com/assets/fc7e36bcb1aa776e.png) . 2. (Optional) To configure the data that a pane displays, select ![Settings](https://support.payroc.com/assets/1cf8ba21743a43ed.png), update the options, and then select **UPDATE** to apply them. ## Related articles - [View your dashboard in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/view-your-dashboard-in-payroc-insights.md) - [View transactions by location for your KioSoft account in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-transactions-by-location-for-your-kiosoft-account-in-payroc-insights.md) - [Sign in to Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/sign-in-to-payroc-insights.md) - [Contact Self-Care Portal support](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/contact-support.md) --- # Create a Hosted Payment Page template Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page/create-a-hosted-payment-page-template Self-Care Portal Hosted Payment Page templates control the appearance of Hosted Payment Pages shown to your customers. You can configure templates for different channels, for example, WEB or MOTO, and for mobile and tablet devices. Your user account must have **Pay Pages** permission to complete this task. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Pay Pages**. 3. Select **Add Template** to create a new template, or select **Edit** for an existing template. 4. Select your editor mode: - **Basic** — Style the page without writing HTML or CSS. A live preview updates automatically. - **Advanced** — Edit the CSS and HTML directly for full control. If you switch to Advanced mode, you can't switch back to Basic mode. **Note:** If you use Advanced mode, disable **Auto Update** while you edit to prevent the preview from refreshing with each change. 1. Use the editor to configure the template. 2. Select **Save Changes**. 3. (Optional) If your account uses Level 3 enhanced data, enable **Display Enhanced Data** to show itemized transaction details on the payment page. 4. (Optional) In the **Default** column, select the radio button to set the template as the default. 5. (Optional) Select the checkboxes to apply the template for different transaction types and devices, for example, select the **Mobile** checkbox in the **Use for Internet** column to display the template when a customer accesses the Hosted Payment Page from a mobile device. ## Related articles - [Display enhanced data on a Hosted Payment Page](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page/display-enhanced-data-on-a-hosted-payment-page.md) - [Create and share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/create-and-share-a-payment-link.md) - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) --- # Display enhanced data on a Hosted Payment Page Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page/display-enhanced-data-on-a-hosted-payment-page You can use the Self-Care Portal to configure a Hosted Payment Page template to display enhanced data on your Hosted Payment Page. > **Important:** When you edit a template, you can switch the template from the basic style editor to the advanced style editor. After you switch, you can't return to the basic style editor. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Pay Pages**. 3. From the list of templates, locate the template that you want to edit. 4. Select **Edit**. 5. Select **ADVANCED MODE**. 6. On the confirmation screen, select **OK**. 7. Select **Display Enhanced Data**. 8. Select **SAVE CHANGES**. ## Related articles - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) - [Visa CEDP: Run a sale with enhanced data on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-run-a-sale-with-enhanced-data-on-the-self-care-portal.md) - [Visa CEDP: Add enhanced data to a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/visa-cedp-add-enhanced-data-to-a-subscription-on-the-self-care-portal.md) - [Create a Hosted Payment Page template](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page/create-a-hosted-payment-page-template.md) --- # Hosted Payment Page Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page Add a secure payment page to your website. ## Articles - [Create a Hosted Payment Page template](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page/create-a-hosted-payment-page-template.md) - [Display enhanced data on a Hosted Payment Page](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page/display-enhanced-data-on-a-hosted-payment-page.md) --- # Web portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal Manage your account, transactions, and reports from your desktop. ## Categories - [Getting started](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started.md) — Learn how to access and navigate the Self-Care Portal. - [Account management](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management.md) — Manage your account settings. - [Virtual Terminal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal.md) — Accept payments with the Virtual Terminal. - [Payment Links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links.md) — Create and share payment links with customers. - [Hosted Payment Page](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/hosted-payment-page.md) — Add a secure payment page to your website. - [Secure tokens](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens.md) — Store customers' payment details as tokens for future payments. - [Repeat payments](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments.md) — Create subscriptions to take repeat payments from customers. - [Transaction management](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management.md) — Manage your transactions. --- # Capture a pre-authorization that you created with a payment link Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization Self-Care Portal > **Note:** For more information about how to run a pre-authorization with our Payment Links feature, go to [Create and share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/create-and-share-a-payment-link.md). To complete a pre-authorization, you need to capture it. To capture a pre-authorization, you need the order ID of the pre-authorization. ## Step 1: Locate the order ID 1. On the side menu, select **Customers**, and then select **PayByLink**. 2. Locate your pre-authorization. 3. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Payment History**. ![PayByLink page with the Action menu open and Payment History highlighted](https://support.payroc.com/assets/679a2067720d3030.png) 1. Copy the Order ID. ![Payment History tab for a pre-authorization with the order ID highlighted](https://support.payroc.com/assets/2a0c994b218dcad1.png) ## Step 2: Capture the pre-authorization 1. On the side menu, select **Virtual Terminal**, and then select **Pre-Auth Completion**. 2. In the OrderID field, enter the Order ID of the pre-authorization you want to capture. 3. On the pre-authorization, select **Complete**. ![Pre-Auth Completion search results with the Complete link highlighted](https://support.payroc.com/assets/5d69a4bce90cf5d8.png) 1. (Optional) To change the amount you want to capture, change the dollar amount in the Amount field. 2. Select **Continue**. 3. Select **Complete**.  **Note:** You can process the transaction as a sale if the pre-authorization has expired or if the capture amount is more than the pre-authorization amount. 4. The Self-Care Portal asks you to confirm that you want to capture the transaction. Select **OK**. The Self-Care Portal redirects you to your open batch where you can see your transaction in the batch. ## Related articles - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Create a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/create-a-pre-authorization-on-the-self-care-portal.md) --- # Change the default expiration period for payment links on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-default-expiration-period-for-payment-links-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to configure how long your multi-use payment links remain active before they expire. The default expiration period applies only to multi-use payment links that don't have an expiration date. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. In the PayByLink Expiry Period field, enter the number of days that you want payment links to remain active before they expire. **Note:** The minimum expiry period is 1 day and the maximum expiry period is 999 days. 1. Select **UPDATE SETTINGS**. ## Related articles - [Change the settings of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-settings-of-a-payment-link.md) - [Introduction to Payment Links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/introduction-to-payment-links.md) - [View the share history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link.md) --- # Change the settings of a payment link Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-settings-of-a-payment-link Self-Care Portal 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. If you don't provide an expiration date, the default expiration period applies. To change the default expiration period, go to [Change the default expiration period for payment links on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-default-expiration-period-for-payment-links-on-the-self-care-portal.md). - **Create Secure Token from payment details** – Indicates if you want to give your customer the option to save their payment details for future payments. - **Payment Button Text** – Label for the payment button. You can change the following settings of a single-use link: - **Description** – Description for the payment. - **Expiration Date** - Last date that the customer can use the link to make a payment. - **Auth Type** – Indicates whether the payment link is for a pre-authorization or a sale transaction. - **Amount** – Amount of the payment. - **Create Secure Token from payment details** – Indicates if you want to give your customer the option to save their payment details for future payments. - **Payment Button Text** – Label for the payment button. > **Important:** If you change the settings of a single-use link, we change its payment URL. Your customer can't use the original link to make payment. ## Change the settings of a payment link 1. From the side menu, select **Customers**, and then select **PayByLink**. 2. Locate the payment link you want to update. 3. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png) , and then select **Link Details**. 4. Make your changes to the settings. 5. Select **SAVE**. 6. (Optional) If you are making changes to a single-use link, the Self-Care Portal asks you to confirm that you understand the URL of the link will change. Select **OK**. ## Related articles - [View your payment links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-your-payment-links.md) --- # Create and share a payment link Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/create-and-share-a-payment-link Self-Care Portal You can create and share a payment link in the Self-Care Portal to collect payment for goods and services. ## Create a payment link 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select **Customers**, and then select **PayByLink**. 3. Select **NEW PAYMENT LINK**. 4. Configure your link settings, and then select **Save**. The following table contains the settings for a payment link: | Label | Description | | --- | --- | | Merchant Reference | Reference number that you want to assign to the payment link. | | Description | Description of the payment link. | | Auth Type | Indicates whether you want to run a sale or run a pre-authorization. Select one of the following options: - **Payment** - Run a sale to immediately take funds from your customer's account. - **Pre-Auth** - Run a pre-authorization to temporarily hold funds in your customer's account. To capture a pre-authorization, go to [Capture a pre-authorization](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md). | | Payment Methods | Payment methods that your customer can use with the payment link. Select one or select both of the following: - **Card** - The customer can pay with a debit card or a credit card. - **Bank Transfer** - The customer can pay with ACH. > **Note:** If you create a link to run a pre-authorization, you can accept only card payments. | | Set Payment Link Amount | Indicates whether you want to specify a payment amount for the payment link.  If you want to specify a payment link amount, select a currency and enter an amount. | | Create Secure Token from payment details | Indicates whether you want to give your customer the option to save their payment details for future payments. If your customer saves their payment details, you must select how you want to use their details in future transactions. From the Secure Token use dropdown menu, select one of the following: - **Unscheduled Payments** - Payments without a regular billing schedule. - **Recurring Payments** - Recurring payments with no end date. - **Installment Payments** - Recurring payments with an end date. | | Accept Multiple Payments | Indicates whether you want to accept multiple payments through the payment link. If you create a single-use link, we create an order ID for the payment. | | Expiration Date | Last date that the customer can use the payment link to make a payment. | | Payment Button Text | Label for the payment button. | ## Share a payment link > **Note:** To share the link with your customers using your own software or to embed the link on your website, you can copy the URL of the payment link or copy the HTML code. To email the payment link to a customer: 1. Select **SHARE**. 2. Enter the name and email address of the recipient, and then select **ADD**. 3. (Optional) To add other recipients, enter their name and email address, and then select **ADD**. 4. From the Message box, enter a message that we include in the email. 5. (Optional) To receive a copy of the email, select **Send a copy to myself**. 6. (Optional) To preview the email before you send it, select **PREVIEW**. 7. Select **SHARE**. > **Note:** After you email a payment link, you can view the share history, which includes the recipient details and when you shared the payment link. For more information about how to view the share history, go to [View the share history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link.md). ## Related articles - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) --- # Deactivate a payment link Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/deactivate-a-payment-link Self-Care Portal 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: 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select **Customers**, and then select **PayBylink**. 3. Locate the link that you want to deactivate. 4. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Deactivate Payment Link**. 5. To confirm you want to deactivate the payment link, select **OK**. ## Related articles - [View your payment links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-your-payment-links.md) --- # Email a receipt for a payment link transaction Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/email-a-receipt Self-Care Portal 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: 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select **Customers**, and then select **PayByLink**. 3. Locate the payment link that the customer used. 4. From the Action column, select ![More options](https://support.payroc.com/assets/13b795f21723f010.png), and then select **Payment History**. 5. Locate the customer who made the payment. 6. From the Action column, select ![More options](https://support.payroc.com/assets/13b795f21723f010.png), and then select **Resend Cardholder Receipt**. 7. From the Email box, confirm the customer’s email address. If the email address is incorrect, update it, and then select **Update Cardholder email**. 8. From the Receipt Language dropdown menu, select a language for the receipt. 9. Select **RESEND**. ## Related articles - [Share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/share-a-payment-link.md) - [View the share history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link.md) - [Deactivate a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/deactivate-a-payment-link.md) --- # Payment Links Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links Create and share payment links with customers. ## Articles - [Introduction to Payment Links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/introduction-to-payment-links.md) - [Create and share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/create-and-share-a-payment-link.md) - [Share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/share-a-payment-link.md) - [Deactivate a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/deactivate-a-payment-link.md) - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) - [Change the settings of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-settings-of-a-payment-link.md) - [Change the default expiration period for payment links on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-default-expiration-period-for-payment-links-on-the-self-care-portal.md) - [View your payment links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-your-payment-links.md) - [View the share history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link.md) - [View the payment history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-payment-history-of-a-payment-link.md) - [Email a receipt for a payment link transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/email-a-receipt.md) - [Print a receipt for a payment link transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/print-a-receipt.md) --- # Introduction to Payment Links Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/introduction-to-payment-links Self-Care Portal 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 the Self-Care Portal, you can set up a payment link to: - Run a sale or pre-authorization. - Request a fixed amount or allow your customer to enter a custom amount. - Accept a single payment or accept multiple payments from one or more customers. - Accept payments by card, bank transfer, or both. - Save your customer's payment details for future payments. - Expire on a specific date or never expire. To start using Payment Links, go to [Create and share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/create-and-share-a-payment-link.md). > **Note:** You can use our API to create, view, and manage your payment links. For more information about the relationship between the Self-Care Portal and our API, contact your Sales Partner. ## Related articles - [View your payment links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-your-payment-links.md) --- # Print a receipt for a payment link transaction Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/print-a-receipt Self-Care Portal 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. 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select **Customers**, and then select **PayBylink**. 3. Locate the link that the customer used to make the payment. 4. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Payment History**. 5. Locate the customer who made the payment. 6. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Print Receipt**. 7. From the Language dropdown menu, select a language for the receipt, and then select the type of receipt you want to print: 8. For a customer copy of the receipt, select **CARDHOLDER COPY**. 9. For a merchant copy of the receipt, select **MERCHANT COPY**. 10. Print the receipt. ## Related articles - [Print a receipt from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md) --- # Share a payment link Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/share-a-payment-link Self-Care Portal > **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](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-your-payment-links.md). 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 Self-Care Portal to email a payment link, you can view the sharing event and the link's sharing history. If you use your own software to share a payment link, the sharing event won't appear in the share history. ## Email the payment link 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select **Customers**, and then select **PayByLink**. 3. Locate the payment link that you want to share. 4. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Share Payment Link**. 5. Enter the name and email address of the recipient, and then select **ADD**. 6. (Optional) To add other recipients, enter their name and email address, and then select **ADD**. 7. From the Message box, enter a message that we include in the email. 8. (Optional) To receive a copy of the email, select **Send a copy to myself**. 9. (Optional) To preview the email before you send it, select **PREVIEW**. 10. Select **SHARE**. ## Copy an asset for the payment link 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select Customers, and then select **PayByLink**. 3. Locate the payment link that you want to share. 4. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Link Assets**. 5. Copy the Payment Link URL or the Payment Link HTML button. ## Related articles - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) --- # View the payment history of a payment link Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-payment-history-of-a-payment-link Self-Care Portal 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: 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select **Customers**, and then select **PayByLink**. 3. Locate the payment link you want to view. 4. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Payment History**. 5. (Optional) Use the filter to locate a transaction. You can select **SAVE** to save your filter for future use. 6. (Optional) To export the payment history as a CSV file, select **EXPORT AS CSV**. The Self-Care Portal displays the following information about the payment history of a payment link: | Heading | Description | | --- | --- | | Date/Time | Date and time that the customer made the payment. | | Order ID | Reference number for the payment. | | Name | Name of the customer. | | Type | Indicates whether the payment is a sale, a pre-authorization, or a pre-authorization that you captured. The value is one of the following options: - **SALE** - You immediately take payment from your customer's account. - **PREAUTH** - You temporarily hold funds in your customer's account. To capture a pre-authorization, go to [Capture a pre-authorization](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md). - **COMPLETION** - You captured the pre-authorization. | | Status | Status of the payment. The value is one of the following statuses: - **ACCEPTED** - The processor has received the transaction but hasn't started processing it - **PENDING** - We've received the transaction but haven't added it to the open batch. - **READY** - We've received the transaction and have added it to the open batch. - **IN PROGRESS** - The processor is processing the transaction. - **REFERRAL** - The card issuer flagged the transaction for a manual review. - **DECLINED** - The card issuer or processor rejected the transaction. - **PICKUP** - The card issuer flagged the transaction as potentially fraudulent. - **COMPLETE** - The processor settled the transaction and removed funds from the customer's account. - **EXPIRED** - The card issuer approved the pre-authorization, but you didn't capture it before it expired. - **REVERSAL** - You or the processor canceled the pre-authorization. - **ADMIN** - The processor failed to process the transaction due to errors, for example, batching issues. | | Account | Customer's payment details. The value depends on the payment method: - **Card** - Masked card number and expiry date. - **Bank transfer** - Masked account number. | | Amount | Amount that the customer paid. | | Action | Actions you can take to manage your transaction. You can: - View the transaction details. - Print a merchant copy or a cardholder copy of the receipt. For more information about how to print a receipt, go to [Print a receipt](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/print-a-receipt.md). | ## Related articles - [Share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/share-a-payment-link.md) --- # View the share history of a payment link Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link Self-Care Portal 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, complete the following steps: 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select **Customers**, and then select **PayByLink**. 3. Locate the payment link you want to view. 4. From the Action column, select ![More options](https://support.payroc.com/assets/b6cd89ef4d3a5d99.png), and then select **Share History**. The Self-Care Portal displays the following information about the share history: | Heading | Description | | --- | --- | | Recipient Name | Name of the recipient. | | Recipient Email | Email address of the recipient. | | Sharing Method | Method that you used to share the payment link. | | Sharing Date | Date and time you shared the payment link. | | Action | Actions you can take with the payment link. Select one of the following options: - **Preview Email** - View the email that the recipient received. - **Resend Email** - Resend the email to the recipient. | ## Related articles - [Print a receipt for a payment link transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/print-a-receipt.md) --- # View your payment links Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-your-payment-links Self-Care Portal 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: 1. Sign in to [payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the side menu, select Customers, and then select **PayByLink**. 3. (Optional) Use the filter to locate a payment link. You can select **SAVE** to save your filter for future use. The Self-Care Portal displays the following information about each payment link: | Heading | Description | | --- | --- | | Merchant Reference | Reference number that you assigned to the payment link. | | Creation Date | Date that you created the payment link. | | Expiration Date | Last date that the customer can use the payment link to make a payment. | | Auth Type | Indicates whether the payment link is for a sale or a pre-authorization. The value is one of the following options: - **Payment** - Run a sale to immediately take payment from your customer's account. - **Pre-Auth** - Run a pre-authorization to temporarily hold funds in your customer's account. To capture a pre-authorization, go to [Capture a pre-authorization](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md). | | Status | Status of the payment link. The value is one of the following statuses: - **Open** - Link is active. - **Complete** - A customer has used the single-use link to make a payment. - **Expired** - Link has expired. - **Cancelled** - You have deactivated the link. | | Amount | Amount of the link. If there isn't an amount for a payment link, customers must enter the amount when they pay. | | Tokenize Payments | Indicates whether you gave your customer the option to save their payment details for future payments. | | Action | Use the action menu to manage your payment link. Select one of the following options: - **Link Details** - View and change your link settings. For more information about how to change the settings of a payment link, go to [Change the settings of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-settings-of-a-payment-link.md). - **Link Asse**ts - View and copy the URL or HTML code of the link. For more information about how to view your link assets, go to [Share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/share-a-payment-link.md). - **Share History** - View the link's share history when you email a payment link using the Self-Care Portal. For more information about how to view the share history, go to [View the share history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link.md). - **Payment History** - View the link's payment history. For more information about how to view the payment history, go to [View the payment history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-payment-history-of-a-payment-link.md). - **Share Payment Link** - Email the link to one or more customers using the Self-Care Portal. For more information about how to share a payment link, go to [Share a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/share-a-payment-link.md). - **Deactivate Payment Link** - Deactivate the link. For more information about how to deactivate a payment link, go to [Deactivate a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/deactivate-a-payment-link.md). | ## Related articles - [View the payment history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-payment-history-of-a-payment-link.md) --- # Configure your subscription settings on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/configure-your-subscription-settings-on-the-self-care-portal Self-Care Portal When you take [repeat payments](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/repeat-payments-on-the-self-care-portal.md) from customers, you can use the Self-Care Portal to configure how you want to handle missed or failed payments. Any changes you make to the settings apply to both existing and new subscriptions. You can configure the following subscription settings: | Setting | Description | | --- | --- | | Subscription max wait for payment, days | Suspend the subscription if you don't receive a payment within a set number of days after the payment due date. | | Subscription max missed periods | Suspend the subscription if the customer misses a set number of consecutive payments. | | Subscription payment notification, days | Send a warning notification if you don't receive a payment within a set number of days after the payment due date. | | Subscription missed periods notification | Send a warning notification if the customer misses a set number of payments. | | Subscription repeat notification, days | Set how often you want to send a warning notification after a customer misses a payment. | | Subscription Auth max attempts | Suspend the subscription if the customer has a set number of unsuccessful payment attempts. | To configure your subscription settings, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. Configure your subscription settings. 4. Select **UPDATE SETTINGS**. ## Related articles - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) - [Delete a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription.md) - [Refund a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/refund-a-subscription-payment.md) --- # Create a stored subscription on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-stored-subscription-on-the-self-care-portal Self-Care Portal To take [repeat payments](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/repeat-payments-on-the-self-care-portal.md) from customers, use the Self-Care Portal to create a subscription template that you can apply to one or more subscriptions. A subscription template is a payment plan that defines the billing behavior of a subscription. The following table describes the fields that you complete when you create a subscription template: | Field | Description | | --- | --- | | Merchant Ref | Unique identifier of the subscription template. | | Name | Name of the subscription template. | | Description | Additional information about the subscription template. | | Type | Indicates how you collect payments for the subscription. Select one of the following options: • **Automatic** — Automatically collect payments for each billing cycle. Every subscription that uses this template uses the same recurring price and setup fee. • **Manual** — Manually collect payments for each billing cycle.  • **Automatic (without amounts)** — Automatically collect payments for each billing cycle. Set the recurring price and setup fee when you create each subscription. | | Period Type | Indicates how often the subscription repeats. Select one of the following options: • **Weekly** — Subscription repeats once a week.  • **Bi-Weekly** — Subscription repeats once every two weeks.  • **Monthly** — Subscription repeats once a month.  • **Quarterly** — Subscription repeats once every three months.  • **Annually** — Subscription repeats once a year. | | Period Count | Indicates the total number of billing cycles for the subscription. Select one of the following options: • **Unlimited** — Subscription continues without an end date. • **Limited** — Subscription ends after a set number of billing cycles. If you select this option, you must also specify the number of billing cycles. | | Recurring Price | Amount that customers pay for each billing cycle of the subscription. The amount can't be **0**. | | Setup Price | One-time fee that customers pay on the start date of the subscription. Leave this field blank if there is no setup fee. | | Currency | Currency of the subscription payment. | | On Update | Indicates what happens to active subscriptions that are linked to this template when you update the template. Select one of the following options: • **Continue Subscriptions** — Changes to the template don't affect linked subscriptions. • **Update Subscriptions** — Changes to the template automatically apply to linked subscriptions. | | On Delete | Indicates what happens to active subscriptions that are linked to this template when you delete the template. Select one of the following options: • **Continue Subscriptions** — Keep all linked subscriptions active when you delete the template. • **Finish Subscriptions** — Cancel all linked subscriptions when you delete the template. | ## Create a stored subscription 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Stored Subscriptions**. 3. Select the **Create Stored Subscription** tab. 4. Enter the template details. 5. Select **CREATE**. ## Related articles - [Configure your subscription settings on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/configure-your-subscription-settings-on-the-self-care-portal.md) - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) - [Delete a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription.md) --- # Create a subscription on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal Self-Care Portal You can use the Self-Care Portal to create a subscription. > **Note:** Before you create a subscription, you must [create a secure token](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) and [create a subscription template](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-stored-subscription-on-the-self-care-portal.md). You can create a subscription in one of the following ways: - [Create a subscription from the Subscriptions page](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md#create-a-subscription-from-the-subscriptions-page). - [Create a subscription from the Secure Tokens page](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md#create-a-subscription-from-the-secure-tokens-page). The following table describes the fields that you complete when you create a subscription: | Field | Description | | --- | --- | | Merchant Ref | Unique identifier of the subscription. | | Stored Subscription | Subscription template that applies to this subscription. | | Secure Token | Secure token that represents the customer's payment details. | | Notification Language | Language of the receipt notifications. | | Start Date | Start date of the subscription. | | End Date | End date of the subscription. Leave this field blank if you want the subscription to continue without an end date. | | Recurring Amount | Amount that customers pay for each billing cycle of the subscription. The amount can't be **0**. | | Setup Price | One-time fee that customers pay on the start date of the subscription. Leave this field blank if there is no setup fee. | ## Create a subscription from the Subscriptions page 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Select **CREATE SUBSCRIPTION**. 4. Enter the subscription details. 5. Select **SAVE**. ## Create a subscription from the Secure Tokens page 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Secure Tokens**. 3. Locate the secure token that you want to create a subscription from. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **Subscription**. 5. Enter the subscription details. 6. Select **SAVE**. ## Related articles - [Pause, deactivate, or activate a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/pause-deactivate-or-activate-a-subscription.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) --- # Delete a subscription on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription Self-Care Portal You can use the Self-Care Portal to delete a subscription. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Locate the subscription that you want to delete. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **Delete Subscription**. 5. On the confirmation screen, select **OK**. ## Related articles - [Edit a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/edit-the-details-of-a-subscription.md) - [View a subscription's payment history on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/view-a-subscriptions-payment-history-on-the-self-care-portal.md) --- # Edit a subscription on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription Self-Care Portal You can use the Self-Care Portal to edit the details of a subscription. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Locate the subscription that you want to edit. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **View**. 5. Edit the details of the subscription. 6. Select **SAVE**. ## Related articles - [Edit a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/edit-the-details-of-a-subscription.md) - [Delete a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription.md) - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) --- # Export subscriptions from the Self-Care Portal to a CSV file Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/export-subscriptions-to-a-csv-file Self-Care Portal You can export the details of your subscriptions to a CSV file. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Select **EXPORT AS CSV**. 4. In the CSV Export Settings section, choose the results that you want to export: - **Export displayed results** - Export only the subscriptions that are based on your applied filters. - **Export all results** - Export all subscriptions. 5. In the Field Settings section, select the checkbox next to the subscription details that you want to include in the export. 6. Select **DOWNLOAD**. ## Related articles - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) --- # Repeat payments Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments Create subscriptions to take repeat payments from customers. ## Articles - [Repeat payments](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/repeat-payments-on-the-self-care-portal.md) - [Configure your subscription settings on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/configure-your-subscription-settings-on-the-self-care-portal.md) - [Create a stored subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-stored-subscription-on-the-self-care-portal.md) - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) - [Manually collect a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/manually-collect-a-subscription-payment-on-the-self-care-portal.md) - [Visa CEDP: Add enhanced data to a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/visa-cedp-add-enhanced-data-to-a-subscription-on-the-self-care-portal.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) - [Delete a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription.md) - [Void a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/void-a-subscription-payment.md) - [Refund a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/refund-a-subscription-payment.md) - [View a subscription's payment history on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/view-a-subscriptions-payment-history-on-the-self-care-portal.md) - [Export subscriptions from the Self-Care Portal to a CSV file](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/export-subscriptions-to-a-csv-file.md) --- # Manually collect a subscription payment on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/manually-collect-a-subscription-payment-on-the-self-care-portal Self-Care Portal Use the Virtual Terminal in the Self-Care Portal to collect [repeat payments](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/repeat-payments-on-the-self-care-portal.md) for subscriptions that use manual billing. You can collect only one payment for each billing cycle of the subscription, and you can collect the payment only on or after the payment due date. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Subscriptions**. 3. In the Amount field, enter the amount of the payment. 4. (Optional) In the Description field, enter a description of the payment. 5. From the **Subscription** dropdown menu, select the subscription that the payment applies to. 6. Select **PAY**. 7. (Optional) Print a receipt. - To print a merchant copy of the receipt, select **MERCHANT COPY**. - To print a cardholder copy of the receipt, select **CARDHOLDER COPY**. After you collect a payment, you can view the payment history for the subscription. For more information about how to view the payment history, go to [View a subscription's payment history on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/view-a-subscriptions-payment-history-on-the-self-care-portal.md). ## Related articles - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) - [Refund a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/refund-a-subscription-payment.md) - [Delete a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription.md) --- # Refund a subscription payment on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/refund-a-subscription-payment Self-Care Portal You can use the Self-Care Portal to refund a subscription payment that is in a closed batch. > **Note:** If the payment is in an open batch, you can void the payment. For more information about how to void a payment, go to [Void a subscription payment](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/void-a-subscription-payment.md). 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Locate the subscription that has the payment that you want to refund. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) , and then select **View Payment History**. 5. Select the **Closed Transactions** tab. 6. Locate the payment that you want to refund. 7. From the Action column, select **Refund**. 8. In the Amount to be refunded box, enter the refund amount. 9. In the Reason box, enter the reason for the refund. 10. Select **REFUND**. ## Related articles - [Delete a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription.md) - [Edit a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/edit-the-details-of-a-subscription.md) --- # Repeat payments Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/repeat-payments-on-the-self-care-portal Self-Care Portal A repeat payment is a payment that you collect from a customer on a recurring basis. To collect repeat payments from customers, you can use the Self-Care Portal to create subscriptions. A subscription instructs our gateway to collect payments from a customer by card or bank transfer. Before you can create a subscription, you need the following: - **Stored subscription** – A stored subscription is a template that defines the billing behavior, such as price, payment frequency, and billing method. You can apply the template to one or more subscriptions. - **Secure token** – A secure token represents a customer's saved payment details. You use a secure token to collect payments from a customer instead of sending the customer's payment details each time. You can create a secure token from a customer's card details, bank account details, or an existing transaction. After you create a stored subscription and a secure token, you can create a subscription to collect repeat payments from a customer. Our gateway then uses the subscription details to automatically collect each payment from the customer. You can also choose to manually collect each payment through the Virtual Terminal in the Self-Care Portal. > **Note:** You can configure the subscription settings to control how you handle failed and missed payments. For more information, go to [Configure your subscription settings](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/configure-your-subscription-settings-on-the-self-care-portal.md). To create a subscription in the Self-Care Portal, complete the following steps: 1. [Create a stored subscription](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-stored-subscription-on-the-self-care-portal.md) 2. [Create a secure token](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) 3. [Create a subscription](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) 4. [(Optional) Manually collect a subscription payment](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/manually-collect-a-subscription-payment-on-the-self-care-portal.md) ## Related articles - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) - [Create a recurring bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment.md) - [Void a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/void-a-subscription-payment.md) - [View a subscription's payment history on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/view-a-subscriptions-payment-history-on-the-self-care-portal.md) --- # View a subscription's payment history on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/view-a-subscriptions-payment-history-on-the-self-care-portal Self-Care Portal You can use the Self-Care Portal to view the payment history for a subscription. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Locate the subscription that you want to view the payment history for. 4. From the Action column, select , and then select **View Payment History**. 5. View the subscription payments: - To view the payments that are in an open batch, select the **Open Transactions** tab. - To view the payments that are in a closed batch, select the **Closed Transactions** tab. ## Related articles - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) - [Refund a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/refund-a-subscription-payment.md) --- # Visa CEDP: Add enhanced data to a subscription on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/visa-cedp-add-enhanced-data-to-a-subscription-on-the-self-care-portal Self-Care Portal > **Important:** This article applies only to the [Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md). Use the Self-Care Portal to add enhanced data to a new or existing subscription. ## Add enhanced data to a new subscription 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Select **Create Subscription**. 4. Enter the details of the subscription, and then select **SAVE**. 5. Select the **Enhanced Data** tab. 6. (Optional) From the Enhanced Data Template dropdown menu, select an existing enhanced data template. 7. (Optional) In the Customer Information section, enter the customer reference number and the shipping address. 8. In the Items section, select **ADD** for each line item, and then enter the line-item information. Be aware of the following: - **Description** — Enter a specific description for the item. Don't send a generic description, for example, "MISC" or "N/A". - **Tax Rate** — Enter the tax rate for the item. If you are shipping an item to the cardholder, use the tax rate at the cardholder's location. If you aren't shipping the item, use the tax rate at your merchant location. 9. (Optional) Complete the following sections: - **Sales Discount** - **Sales Tax** - **Transaction Summary** 10. Select **SAVE**. ## Add enhanced data to an existing subscription 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Search for the subscription by the subscription details. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **View**. 5. Select the **Enhanced Data** tab. 6. (Optional) From the Enhanced Data Template dropdown menu, select an existing enhanced data template. 7. (Optional) In the Customer Information section, enter the customer reference number and the shipping address. 8. In the Items section, select **ADD** for each line item, and then enter the line-item information. Be aware of the following: - **Description** — Enter a specific description for the item. Don't send a generic description, for example, "MISC" or "N/A". - **Tax Rate** — Enter the tax rate for the item. If you are shipping an item to the cardholder, use the tax rate at the cardholder's location. If you aren't shipping the item, use the tax rate at your merchant location. 9. (Optional) Complete the following sections: - **Sales Discount** - **Sales Tax** - **Transaction Summary** 10. Select **SAVE**. ## Related articles - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) - [Understanding the Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md) --- # Void a subscription payment on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/void-a-subscription-payment Self-Care Portal You can use the Self-Care Portal to void a subscription payment that is in an open batch. > **Note:** If the payment is in a closed batch, you can refund the payment. For more information about how to refund a payment, go to [Refund a subscription payment](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/refund-a-subscription-payment.md). 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Subscriptions**. 3. Locate the subscription that has the payment that you want to void. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) , and then select **View Payment History**. 5. Select the **Open Transactions** tab. 6. Locate the payment that you want to void. 7. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) , and then select **Void**. 8. On the confirmation screen, select **OK**. ## Related articles - [Delete a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/delete-a-subscription.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) --- # Create an account updater report on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-an-account-updater-report Self-Care Portal Account updater reports show which stored cards have been automatically refreshed with updated card details. Run this report to review which cards were updated and confirm the results. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**, and then select **Account Updater**. 3. Set the date range for the report. 4. Select **Generate**. 5. Review the results. Each row shows the masked card number, the previous expiry date, the updated expiry date, and the update status. 1. (Optional) To export the results to CSV, select **EXPORT TO CSV**, select **Export displayed results**, and then select **DOWNLOAD REPORT**. ## Related articles - [Create and download a transaction report from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) --- # Create secure tokens on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal Self-Care Portal A secure token is a unique token that represents a customer's payment details. Instead of re-entering card or bank account details for each transaction, you can use the token to process [repeat payments](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/repeat-payments-on-the-self-care-portal.md) and charges for returning customers. Using secure tokens supports Payment Card Industry Data Security Standard (PCI DSS) compliance by removing the need to store raw payment data. Payroc encrypts and stores payment details, which means that your systems don't hold raw card or bank account data. > **Note:** Depending on your terminal configuration, you can use secure tokens across other terminals in your merchant portfolio. ## Create a secure token You can create a secure token in the Self-Care Portal using the following: - [Card details](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md#create-a-secure-token-using-card-details-1) - [ACH or PAD details](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md#create-a-secure-token-using-ach-or-pad-details-2) - [An open batch card transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md#create-a-secure-token-using-an-open-batch-card-transaction-3) - [An open batch bank transfer transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md#create-a-secure-token-using-an-open-batch-bank-transfer-transaction-4) - [A closed batch card transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md#create-a-secure-token-using-a-closed-batch-card-transaction-5) - [A closed batch bank transfer transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md#create-a-secure-token-using-a-closed-batch-bank-transfer-transaction-6) ### Create a secure token using card details 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Secure Tokens**. 3. Select **New Card Token**. 4. In the **Merchant Ref** field, enter your internal reference for the token. 5. Enter the payment details. **Note:** Required fields are marked with *. 6. Select **REGISTER**. Payroc performs a validation transaction and adds the token to the **Secure Tokens** list. ### Create a secure token using ACH or PAD details Use this method to tokenize bank account details for Automated Clearing House (ACH) or Pre-Authorized Debit (PAD) payments. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Secure Tokens**. 3. Select **New Account Token**. 4. In the **Merchant Ref** field, enter your internal reference for the token. 5. Enter the payment details. **Note:** Required fields are marked with *. 6. Select **REGISTER**. Payroc performs a validation transaction and adds the token to the **Secure Tokens** list. ### Create a secure token using an open batch card transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Select **Reporting** > **Open Batch**. 3. Find the transaction you want to create a token from. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) for the transaction, and then select **Create Secure Token**. 5. Confirm the details, and then select **SAVE**. The Self-Care Portal creates a secure token and links it to the transaction. ### Create a secure token using an open batch bank transfer transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Select **Reporting** > **Bank Transfers Open Batch**. 3. Find the transaction you want to create a token from. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) for the transaction, and then select **Create Secure Token**. 5. Confirm the details, and then select **SAVE**. The Self-Care Portal creates a secure token and links it to the transaction. ### Create a secure token using a closed batch card transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Select **Reporting** > **Closed Batch**. 3. Select the **Transactions** tab. 4. Use the filters to find the transaction.**Note:** You can filter by terminal ID, order ID, unique reference, card number (first six and last four digits), transaction date, cardholder name, amount, or retrieval number. 5. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) for the transaction, and then select **Create Secure Token**. 6. Confirm the details, and then select **SAVE**. The Self-Care Portal creates a secure token and links it to the transaction. ### Create a secure token using a closed batch bank transfer transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Select **Reporting** > **Bank Transfers Closed Batch**. 3. Select the **Transactions** tab. 4. Use the filters to find the transaction. 5. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) for the transaction, and then select **Create Secure Token**. 6. Confirm the details, and then select **SAVE**. The Self-Care Portal creates a secure token and links it to the transaction. ## Related articles - [Capture a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal.md) - [Delete a secure token on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/delete-a-secure-token.md) --- # Delete a secure token on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/delete-a-secure-token Self-Care Portal Remove a secure token from the Self-Care Portal when you no longer need it. > **Note:** You can't delete a secure token that is linked to an active subscription. Remove the token from any active subscriptions before you delete it. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Secure Tokens**. 3. Use the filters to search for the secure token. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png) for the token, and then select **Delete**. 5. In the confirmation dialog, select **OK**. ## Related articles - [Edit a secure token on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/edit-a-secure-token.md) - [Search for secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/search-for-secure-tokens.md) --- # Edit a secure token on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/edit-a-secure-token Self-Care Portal Update the payment details stored against a secure token. You can't change the merchant reference, token reference, or modification date. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Secure Tokens**. 3. Use the filters to search for the secure token. 4. From the Action column, select the [action_icon] for the token, and then select **Edit**. 5. Update the fields that you want to change. 6. Select **UPDATE**. ## Related articles - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) - [Search for secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/search-for-secure-tokens.md) --- # Secure tokens Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens Store customers' payment details as tokens for future payments. ## Articles - [Search for secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/search-for-secure-tokens.md) - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) - [Edit a secure token on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/edit-a-secure-token.md) - [Delete a secure token on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/delete-a-secure-token.md) - [Create an account updater report on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-an-account-updater-report.md) - [View expiring secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/view-expiring-secure-tokens.md) --- # Search for secure tokens on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/search-for-secure-tokens Self-Care Portal Use the **Secure Tokens** list to find a stored token by merchant reference, card number, or other details. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Customers**, and then select **Secure Tokens**. 3. Use the filters to search for the secure token. The matching tokens appear in the list. 4. To clear the search, select **Reset Search**. ## Related articles - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) - [View expiring secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/view-expiring-secure-tokens.md) --- # View expiring secure tokens on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/view-expiring-secure-tokens Self-Care Portal The expiring secure tokens view lists customers whose stored card tokens are nearing expiry. Use this to identify cards that may need to be re-collected or that account updater has not yet refreshed. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**. 3. Select the **Customers** tab, and then select **Secure Tokens**. 4. Use the **Expiring In** filter in the dropdown menu to view secure tokens that are expiring within a range that you specify. > **Note:** If account updater is enabled and the card issuer participates in the scheme, tokens on this list may be refreshed automatically before they expire. ## Related articles - [Search for secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/search-for-secure-tokens.md) - [Edit a secure token on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/edit-a-secure-token.md) --- # Add a custom field on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/add-a-custom-field-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to add custom fields to collect additional information during a sale or a refund. After you add custom fields, you can view the captured information in the transaction details. To add a custom field, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Custom Fields**. 3. For each custom field you want to add, select **NEW CUSTOM FIELD**. 4. Configure the settings for the custom field. For more information about the settings, go to [Custom field settings](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/add-a-custom-field-on-the-self-care-portal.md#custom-field-settings-0). 5. Select **SAVE**. ## **Custom field settings** You can configure the following settings for a custom field: | Label | Required? | Description | | --- | --- | --- | | Name | Required | Internal name of the custom field. The name must contain 2 to 56 alphanumeric characters with no spaces. | | Mandatory | Optional | Require users to enter a value for the custom field. | | Type | Required | Type of data the custom field accepts. Select one of the following options: - **String** – Accept alphanumeric and special characters. You must also specify the character limit in the Size field. - **Numeric** – Accept only numerical values. - **Boolean** – Accept a true or false value. | | Size | Conditional | Set the character limit for the custom field. Required if you select **String** in the Type field. | | Display Order | Required | Set the position of the custom field in the custom field list, for example, if you select **3,** the custom field appears in the third position in the list. You can select a number from 1 to 20. | | Labels | Required | Name of the custom field that we display to users. You can create a separate label for each language, up to seven languages. For each label that you add, complete the following fields: - **Language** – Language for the custom field label. - **Label** – Display name of the custom field in the selected language. | | Enable Virtual Terminal | Optional | Display the custom field on the Virtual Terminal. | | Enable Payment Page | Optional | Display the custom field on the Hosted Payment Page. | | Enable Bulk Payment | Optional | Display the custom field in the CSV file when you submit a bulk payment. | | Enable Subscription | Optional | Display the custom field when you create a subscription. To display this field when you create a subscription, you must configure the associated [subscription template](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-stored-subscription-on-the-self-care-portal.md) to display the custom field. | | Enable Receipt | Optional | Display the custom field and the captured information on the transaction receipt screen. | | Enable Customer Email | Conditional | Display the custom field and the captured information on the email receipt for the transaction. You can select this field only if you select Enable Receipt. | | Enable Secure Token Only | Optional | Display the custom field when you create or update a secure token. If you enable the custom field for secure tokens, you can't display the same custom field in the Virtual Terminal, Hosted Payment Page, bulk payments, or subscriptions. | ## Related articles - [Edit a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-a-custom-field-on-the-self-care-portal.md) - [Delete a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/delete-a-custom-field-on-the-self-care-portal.md) --- # Capture a pre-authorization on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to capture a pre-authorization to complete a payment. You can do one of the following: - [Capture the full pre-authorized amount](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal.md#capture-the-full-pre-authorized-amount-0). - [Capture part of the pre-authorized amount](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal.md#capture-part-of-the-pre-authorized-amount-1). ## Capture the full pre-authorized amount 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Pre-Auth Completion**. 3. Enter one of the following details of the transaction: 1. In the Order ID box, enter the order ID of the pre-authorization. 2. In the Card Number box, enter the card number. 4. Select **SEARCH**. 5. Next to the pre-authorization that you want to capture, select **Complete**. 6. Review the pre-authorization details and confirm the amount in the Amount box, and then select **CONTINUE**. **Note:** If you enter an amount that is more than 15% above the original pre-authorization amount, the portal prompts you to confirm a reversal and a new sale transaction. 1. Select **COMPLETE**. ## Capture part of the pre-authorized amount 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**, and then select **Open Batch**. 3. Locate the transaction that you want to capture. For more information about how to search for a transaction, go to [Search for a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md). 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **Partial Captur**e. 5. From the Partial Capture screen, enter the amount that you want to capture in the Amount to be captured field. 6. Select **PARTIAL CAPTURE**. When you capture only part of the pre-authorized amount, the portal creates another transaction with the same order ID for the remaining amount that you haven’t captured yet. You can do one of the following with the remaining amount: - **Capture the remaining amount later** – Change the status of the transaction to Pending. When you’re ready to complete the payment, change the status back to Ready. For more information about how to change the status of a transaction, go to [Change transaction status using the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/change-the-status-of-transactions-in-the-open-batch.md). - **Cancel the remaining amount** – Void the transaction if you no longer want to capture the remaining amount. For more information about how to void a transaction, go to [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md). ## Related articles - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) - [Run a card sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale.md) - [View and download an invoice from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/view-and-download-an-invoice.md) --- # Change transaction status using the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/change-the-status-of-transactions-in-the-open-batch Self-Care Portal Open batch transactions can be set to one of three statuses before settlement: - **Ready** — Include the transaction in settlement. - **Pending** — Hold the transaction back from settlement until set to **Ready**. - **Void** — Permanently exclude from settlement. If you set a transaction status to **Void**, you can't change it back to **Ready** or **Pending**. > **Note:** Depending on your terminal configuration, you may not be able to change the status of a transaction. ## Change the status of a single card transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**, and then select **Open Batch**. 3. Select **ALL TRANSACTIONS**. 4. Use the filters to search for the transaction. 5. Select the checkbox next to the transaction. 6. Select the **MARK AS VOID**, **MARK AS READY**, or **MARK AS PENDING** button. 7. From the dialog box, select **OK**. ## Change the status of multiple card transactions You can only change multiple transactions to one status at a time. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**, and then select **Open Batch**. 3. Select **ALL TRANSACTIONS**. 4. Use the filters to search for the transactions. 5. Select the checkbox next to each transaction you want to update. 6. Select the **MARK AS VOID**, **MARK AS READY**, or **MARK AS PENDING** button. 7. From the dialog box, select **OK**. ## Related articles - [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) - [Switch between processing terminals on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/switch-between-processing-terminals.md) --- # Configure signature requirements for card-present transactions on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/configure-signature-requirements-for-card-present-transactions-on-the-self-care-portal Self-Care Portal If you use a payment device to run transactions and you want to complete a transaction without requiring the cardholder's signature, you can turn off signature requirements in the Self-Care Portal. To turn off the signature requirements, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. Select **Allow Cardholder Signature Bypass**. 4. Select **UPDATE SETTINGS**. ## Related articles - [Visa CEDP: Run a sale with enhanced data on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-run-a-sale-with-enhanced-data-on-the-self-care-portal.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) - [Require CVV for customer payments on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/require-cvv-for-customer-payments-on-the-self-care-portal.md) - [Enable keyed transactions on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/enable-keyed-transactions-on-the-self-care-portal.md) --- # Create a predefined tip on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-a-predefined-tip-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to create a predefined tip that customers can select and apply to transactions on the Virtual Terminal, Payroc App, and Hosted Payment Pages. You can set up only one predefined tip on the Self-Care Portal. At checkout, customers can choose to apply the predefined tip or to provide a custom tip amount. To create a predefined tip, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. In the Terminal Tips section, select **ADD NEW TIP**. 4. Enter a percentage for the tip. 5. Select **UPDATE SETTINGS**. After you create a predefined tip, we automatically apply the changes to your transactions on the Virtual Terminal and Hosted Payment Pages. If you use the Payroc App to run transactions, restart the app to apply the changes. ## Related articles - [Edit a discount code in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-discount-code.md) - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) --- # Create a tax on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-a-tax-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to create taxes that you can apply to transactions on the Virtual Terminal, Payroc App, and Hosted Payment Pages. If you create more than one tax: - For Virtual Terminal transactions, you can choose which tax to apply. For more information about how to add a tax, go to [Apply a tax to a Virtual Terminal sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/apply-a-tax-to-a-virtual-terminal-sale-on-the-self-care-portal.md). - For Payroc App transactions, the app automatically applies the lowest tax amount. - For Hosted Payment Pages, we automatically apply the first tax that appears in the Self-Care Portal. To create a tax, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. From the Terminal Taxes section, select **ADD NEW TAX**. 4. For each tax that you want to create, enter the following details: 1. Enter a name for the tax. 2. Enter a percentage of the tax. **Note:** The percentage must be greater than **0.0** and less than **99.99999**. 5. Select **UPDATE SETTINGS**. After you create a new tax, we automatically apply the changes to your tranactions on the Virtual Terminal and Hosted Payment Pages. If you use the Payroc App to run transactions, restart the app to apply the changes. ## Related articles - [Apply a tax to a Virtual Terminal sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/apply-a-tax-to-a-virtual-terminal-sale-on-the-self-care-portal.md) - [Add a tax in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-tax.md) --- # Create and download a transaction report from the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report Self-Care Portal You can use the Self-Care Portal to create a one-time or recurring transaction report that you can email to one or more recipients. From the email that we sent you, you can download a ZIP file that contains the report in CSV format. To create and download a transaction report, complete the following steps: 1. [Set up the report](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md#step-1-set-up-the-report). 2. [Add email recipients](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md#step-2-add-email-recipients). 3. [Build the report](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md#step-3-build-the-report). 4. [Download the report](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md#step-4-download-the-report). ## Step 1: Set up the report 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Select the processing terminal that you want to generate the report for. 3. From the navigation menu, select **Reporting**, and then select **Scheduled Reports**. 4. Select **ADD REPORT**. 5. In the Report Name box, enter a name for the report. 6. From the Report Type dropdown menu, select the type of transaction that you want to include in your report. - **Card Transactions** - Generate a report that contains only card transactions. - **Bank Transfers** - Generate a report that contains only bank transfer transactions. 7. From the Run Report dropdown menu, select how often the report should run. - **Daily** - Generate a report daily. If you select **Daily**, select the transaction cutoff time in British Summer Time (BST). - **Weekly** - Generate a report once every week. If you select **Weekly**, complete the following steps: 1. From the Day of Week dropdown menu, select the day of the week the report repeats. 2. From the Include transactions until dropdown menu, select the transaction cutoff time in British Summer Time (BST). - **Monthly** - Generate a report once a month. If you select **Monthly**, select the transaction cutoff time in British Summer Time (BST). - **Once Off** - Generate a one-time report. If you select **Once Off**, complete the following steps: 1. In the Batch Start Date field, select the start date of the batch. 2. In the Batch End Date field, select the end date of the batch. 3. From the Include transactions until dropdown menu, select the transaction cutoff time in British Summer Time (BST). 8. Select **SAVE**. ## Step 2: Add email recipients 1. Select the **Delivery Methods** tab. 2. Select **E-Mail**. 3. In the E-Mail field, enter the email address of the recipient. 4. (Optional) To add another recipient, select **ADD**, and then enter the email address of the recipient. 5. Select **SAVE**. ## Step 3: Build the report 1. Select the **Report Builder** tab. 2. In the Report Builder section, use the filter to narrow down which transactions appear in the report. 3. In the Report Columns section, select the checkboxes next to the transaction data you want to include as columns in the report. 4. Select **SAVE**. ## Step 4: Download the report - From the email that we sent you, select **DOWNLOAD NOW** to download the report as a ZIP file. After the download completes, extract the ZIP file to view the transaction report in CSV format. ## Related articles - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) --- # Deactivate an enhanced data template on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/deactivate-an-enhanced-data-template Self-Care Portal You can deactivate or reactivate an enhanced data template on the Self-Care Portal. ## Deactivate a template 1. On the side menu, select **Settings**, and then select **Enhanced Data Templates**. 2. Locate the template that you want to deactivate, and then select **Deactivate**. ![Enhanced Data Templates page with the Deactivate action highlighted for a template](https://support.payroc.com/assets/ae7b37d6dbd7ff04.png) ## Reactivate a template 1. On the side menu, select **Settings**, and then select **Enhanced Data Templates**. 2. Select **Inactive**. ![Enhanced Data Templates page with the Inactive filter highlighted](https://support.payroc.com/assets/a709db62f580f2ac.png) 1. Locate the template that you want to reactivate, and then select **Activate**. ![Inactive enhanced data templates with the Activate action highlighted](https://support.payroc.com/assets/bdf7ef4221c2cb49.png) ## Related articles - [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) - [Run a card refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-card-refund.md) - [Capture a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal.md) - [Change transaction status using the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/change-the-status-of-transactions-in-the-open-batch.md) --- # Delete a custom field on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/delete-a-custom-field-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to delete a custom field. After you delete a custom field, it no longer appears in future transactions. However, you can still view the captured information from previous transactions. To delete a custom field, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Custom Fields**. 3. (Optional) Search for the custom field by name. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **Delete**. 5. On the confirmation screen, select **OK**. ## Related articles - [Edit a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-a-custom-field-on-the-self-care-portal.md) - [Add a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/add-a-custom-field-on-the-self-care-portal.md) - [Delete a secure token on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/delete-a-secure-token.md) --- # Edit a custom field on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-a-custom-field-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to edit a custom field, for example, the display name and location where the custom field appears. > **Note:** For more information about how to delete a custom field, go to [Delete a custom field](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/delete-a-custom-field-on-the-self-care-portal.md). To edit a custom field, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Custom Fields**. 3. (Optional) Search for the custom field by name. 4. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **Details**. 5. Edit your custom field settings. For more information about the settings, go to [Custom field settings](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-a-custom-field-on-the-self-care-portal.md#custom-field-settings-0). 6. Select **SAVE**. ## **Custom field settings** You can edit the following settings for a custom field: | Label | Required? | Description | | --- | --- | --- | | Name | Required | Internal name of the custom field. The name must contain 2 to 56 alphanumeric characters with no spaces. | | Mandatory | Optional | Require users to enter a value for the custom field. | | Type | Required | Type of data the custom field accepts. Select one of the following options: - **String** – Accept alphanumeric and special characters. You must also specify the character limit in the Size field. - **Numeric** – Accept only numerical values. - **Boolean** – Accept a true or false value. | | Size | Conditional | Set the character limit for the custom field. Required if you select **String** in the Type field. | | Display Order | Required | Set the position of the custom field in the custom field list, for example, if you select **3**, the custom field appears in the third position in the list. You can select a number from 1 to 20. | | Labels | Required | Name of the custom field that we display to users. You can create a separate label for each language, up to seven languages. For each label that you add, complete the following fields: - **Language** – Language for the custom field label. - **Label** – Display name of the custom field in the selected language. | | Enable Virtual Terminal | Optional | Display the custom field on the Virtual Terminal. | | Enable Payment Page | Optional | Display the custom field on the Hosted Payment Page. | | Enable Bulk Payment | Optional | Display the custom field in the CSV file when you submit a bulk payment. | | Enable Subscription | Optional | Display the custom field when you create a subscription. To display this field when you create a subscription, you must configure the associated [subscription template](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-stored-subscription-on-the-self-care-portal.md) to display the custom field. | | Enable Receipt | Optional | Display the custom field and the captured information on the transaction receipt screen. | | Enable Customer Email | Conditional | Display the custom field and the captured information on the email receipt for the transaction. You can select this field only if you select Enable Receipt. | | Enable Secure Token Only | Optional | Display the custom field when you create or update a secure token. If you enable the custom field for secure tokens, you can't display the same custom field in the Virtual Terminal, Hosted Payment Page, bulk payments, or subscriptions. | ## Related articles - [Add a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/add-a-custom-field-on-the-self-care-portal.md) - [Delete a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/delete-a-custom-field-on-the-self-care-portal.md) - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) --- # Edit an enhanced data template on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template Self-Care Portal You can edit an enhanced data template on the Self-Care Portal. To edit an enhanced data template, complete the following steps: 1. On the side menu, select **Settings**, and then select **Enhanced Data Templates**. 2. Select the template that you want to edit. 3. (Optional) To change the name of the template, edit the name of the template, and then select **SAVE**. 4. (Optional) To make the template the default, select **Set as Default**. 5. Select the **Enhanced Data** tab. ![Enhanced Data Templates page with a template selected and the Enhanced Data tab highlighted](https://support.payroc.com/assets/81a72c098cc05cd7.png) 1. Edit the template, and then select **SAVE**. ## Related articles - [Deactivate an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/deactivate-an-enhanced-data-template.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) --- # Email a receipt from the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/email-a-receipt-self-care Self-Care Portal Use the Self-Care Portal to email a receipt to a customer. The steps you need to follow depend on the payment method that the customer used for the transaction: - [Email a receipt for a card transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/email-a-receipt-self-care.md#email-a-receipt-for-a-card-transaction) - [Email a receipt for a bank transfer transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/email-a-receipt-self-care.md#email-a-receipt-for-a-bank-transfer-transaction) ## Email a receipt for a card transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Locate the transaction. If you don't know how to search for a transaction, go to [Search for a transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md). 3. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **Resend Cardholder Receipt**. 4. In the **Cardholder Email** field, enter the email address that you want to send the receipt to. 5. (Optional) To update the email address that we store with the transaction, select **Update Cardholder Email**. 6. Select **RESEND**. ## Email a receipt for a bank transfer transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. Locate the transaction. If you don't know how to search for a transaction, go to [Search for a transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/getting-started/search-for-a-transaction.md). 3. From the Action column, select ![More options](https://support.payroc.com/assets/d2a46d668111ea10.png), and then select **Resend Customer Receipt**. 4. In the **Customer Email** field, enter the email address that you want to send the receipt to. 5. (Optional) To update the email address that we store with the transaction, select **Update Customer Email**. 6. Select **RESEND**. ## Related articles - [Resend a receipt from the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/resend-a-receipt.md) --- # Enable keyed transactions on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/enable-keyed-transactions-on-the-self-care-portal Self-Care Portal If you use a payment device to run transactions and want to manually enter customers' payment details, you need to enable keyed transactions in the Self-Care Portal. To enable keyed transactions, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. Select **Allow Keyed**. 4. Select **UPDATE SETTINGS**. ## Related articles - [Run a keyed card sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-keyed-card-sale-on-the-roc-terminal-mobile-app.md) - [Run a card sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale.md) - [Add terms and conditions to your receipts on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/add-terms-and-conditions-to-your-receipts-on-the-self-care-portal.md) --- # Export transactions from the Self-Care Portal to a CSV file Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/export-transactions-to-a-csv-file Self-Care Portal You can export transaction data to a CSV file from the Open Batch and Closed Batch reporting sections. The export reflects whatever filters you have applied, so narrow your results first if you only need a subset of transactions. The steps you need to follow depend on whether you are exporting card transactions or bank transfer transactions, and whether the batch is open or closed: - [Export card transactions from an open batch to CSV](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/export-transactions-to-a-csv-file.md#export-card-transactions-from-an-open-batch-to-csv) - [Export card transactions from a closed batch to CSV](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/export-transactions-to-a-csv-file.md#export-card-transactions-from-a-closed-batch-to-csv) - [Export bank transfer transactions from an open batch to CSV](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/export-transactions-to-a-csv-file.md#export-bank-transfer-transactions-from-an-open-batch-to-csv) - [Export bank transfer transactions from a closed batch to CSV](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/export-transactions-to-a-csv-file.md#export-bank-transfer-transactions-from-a-closed-batch-to-csv) ## Export card transactions from an open batch to CSV 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Open Batch**. 3. Select the **ALL TRANSACTIONS** tab. 4. (Optional) Use the filters to narrow the list of transactions. 5. Select **EXPORT TO CSV**. 6. (Optional) Use the checkboxes to select the headings you want to include in the CSV. 7. Select **DOWNLOAD**. The CSV file downloads to your device. ## Export card transactions from a closed batch to CSV 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Closed Batch**. 3. (Optional) Use the filters to narrow the results. Matching batches appear in the Batch List. 4. (Optional) Select a tab to filter the Batch List by time period: - **Last Batch** — The most recently closed batch. - **This Week** — All batches closed in the current week. - **This Month** — All batches closed in the current month. 5. To view the transactions in a batch, select its date in the Batch List. 6. (Optional) Use the filters to narrow the list of transactions. 7. Select **EXPORT TO CSV**. 8. (Optional) Drag fields between the **Added Fields** and **Remove Fields** columns to choose which columns to include in the CSV. 9. Select **DOWNLOAD**. The CSV file downloads to your device. ## Export bank transfer transactions from an open batch to CSV 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Bank Transfers Open Batch**. 3. (Optional) Use the filters to narrow the list of transactions. 4. Select **EXPORT TO CSV**. 5. (Optional) Drag fields between the **Added Fields** and **Remove Fields** columns to choose which columns to include in the CSV. 6. Select **DOWNLOAD**. The CSV file downloads to your device. ## Export bank transfer transactions from a closed batch to CSV 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Bank Transfers Closed Batch**. 3. (Optional) Use the filters to narrow the results. Matching batches appear in the Batch List. 4. To view the transactions in a batch, select its date in the Batch List. 5. (Optional) Use the filters to narrow the list of transactions. 6. Select **EXPORT TO CSV**. 7. (Optional) Drag fields between the **Added Fields** and **Remove Fields** columns to choose which columns to include in the CSV. 8. Select **DOWNLOAD**. The CSV file downloads to your device. ## Related articles - [Create and download a transaction report from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) --- # Flag transactions for review before settlement on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/flag-transactions-for-review-before-settlement-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to flag transactions for manual review before they automatically settle. You can set a threshold amount to determine which transactions transactions require manual review. If the transaction amount is at or above the threshold amount, the portal marks the transaction as **PENDING** for manual review. You must manually change the status of the transaction to **READY** before it can settle. For more information about how to change the status of a transaction, go to [Change transaction status using the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/change-the-status-of-transactions-in-the-open-batch.md). To set a threshold amount, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. Select **Auto Ready**. 4. In the Auto Ready Limit field, enter the threshold amount that determines whether a transaction requires manual review. 5. Select **UPDATE SETTINGS**. ## Related articles - [Change transaction status using the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/change-the-status-of-transactions-in-the-open-batch.md) - [Create and download a transaction report from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md) - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) --- # Transaction management Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management Manage your transactions. ## Articles - [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) - [Run a card refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-card-refund.md) - [Capture a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal.md) - [Change transaction status using the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/change-the-status-of-transactions-in-the-open-batch.md) - [Create and download a transaction report from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md) - [View and download an invoice from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/view-and-download-an-invoice.md) - [Export transactions from the Self-Care Portal to a CSV file](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/export-transactions-to-a-csv-file.md) - [Flag transactions for review before settlement on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/flag-transactions-for-review-before-settlement-on-the-self-care-portal.md) - [Email a receipt from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/email-a-receipt-self-care.md) - [Print a receipt from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md) - [Create a tax on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-a-tax-on-the-self-care-portal.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) - [Deactivate an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/deactivate-an-enhanced-data-template.md) - [Add a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/add-a-custom-field-on-the-self-care-portal.md) - [Edit a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-a-custom-field-on-the-self-care-portal.md) - [Delete a custom field on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/delete-a-custom-field-on-the-self-care-portal.md) - [Create a predefined tip on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-a-predefined-tip-on-the-self-care-portal.md) - [Require CVV for customer payments on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/require-cvv-for-customer-payments-on-the-self-care-portal.md) - [Enable keyed transactions on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/enable-keyed-transactions-on-the-self-care-portal.md) - [Configure signature requirements for card-present transactions on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/configure-signature-requirements-for-card-present-transactions-on-the-self-care-portal.md) --- # Print a receipt from the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt Self-Care Portal Use the Self-Care Portal to print a receipt for a transaction. The steps you need to follow depend on the payment method the customer used and whether the transaction is in an open or closed batch: - [Print a receipt for a card transaction from an open batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md#print-a-receipt-for-a-card-transaction-from-an-open-batch) - [Print a receipt for a card transaction from a closed batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md#print-a-receipt-for-a-card-transaction-from-a-closed-batch) - [Print a receipt for a bank transfer transaction from an open batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md#print-a-receipt-for-a-bank-transfer-transaction-from-an-open-batch) - [Print a receipt for a bank transfer transaction from a closed batch](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md#print-a-receipt-for-a-bank-transfer-transaction-from-a-closed-batch) ## Print a receipt for a card transaction from an open batch 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Open Batch**. 3. Locate the transaction. If you need help finding it, go to [Search for a transaction]. 4. From the action column, select [*action icon*], and then select **Print Receipt**. 5. Select **MERCHANT COPY** or **CARDHOLDER COPY**. 6. Use your printer to print the receipt. ## Print a receipt for a card transaction from a closed batch 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Closed Batch**. 3. Select the **Transactions** tab. 4. Locate the transaction. If you need help finding it, go to [Search for a closed batch]. 5. From the action column, select [*action icon*], and then select **Print Receipt**. 6. Select **MERCHANT COPY** or **CARDHOLDER COPY**. 7. Use your printer to print the receipt. ## Print a receipt for a bank transfer transaction from an open batch 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Bank Transfers Open Batch**. 3. Locate the transaction. If you need help finding it, go to [Search for a transaction]. 4. From the action column, select [*action icon*], and then select **Print Receipt**. 5. Select **CUSTOMER COPY**. 6. Use your printer to print the receipt. ## Print a receipt for a bank transfer transaction from a closed batch 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. In the navigation menu, select **Reporting**, and then select **Bank Transfers Closed Batch**. 3. Select the **Transactions** tab. 4. Locate the transaction. If you need help finding it, go to [Search for a closed batch]. 5. From the action column, select [*action icon*], and then select **Print Receipt**. 6. Select **CUSTOMER COPY**. 7. Use your printer to print the receipt. ## Related articles - [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) - [Run a card refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-card-refund.md) - [Capture a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal.md) - [Change transaction status using the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/change-the-status-of-transactions-in-the-open-batch.md) --- # Require CVV for customer payments on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/require-cvv-for-customer-payments-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to require cardholders to enter their card verification value (CVV) when they make payments through the Virtual Terminal or Hosted Payment Pages. You can also choose to automatically decline transactions when the CVV that cardholders enter doesn't match the CVV that their issuing banks have on file. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Terminal**. 3. To add a required CVV field to the Virtual Terminal and Hosted Payment Pages, select **Show CVV**. 4. To automatically decline transactions when the CVV doesn't match, select **Auto Decline CVV Failures**. 5. Select **UPDATE SETTINGS**. ## Related articles - [Run a card sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale.md) - [PCI compliance fees](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees.md) - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md) --- # View and download an invoice from the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/view-and-download-an-invoice Self-Care Portal Use the Billing section to view and download your monthly invoices from Worldnet. Each invoice shows the Invoice ID, month, year, date issued, total amount, and payment status. > **Note:** The Billing section is only visible to users with the Allow Billing permission. If you cannot see Billing in the navigation, contact your account administrator. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Billing**. 3. Find the invoice you want to view. 4. (Optional) Select **DOWNLOAD** next to the invoice. If you selected **DOWNLOAD**, the invoice file downloads to your device. ## Related articles - [Create an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice.md) - [Create and download a transaction report from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md) --- # Visa CEDP: Create an enhanced data template on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal Self-Care Portal > **Important:** This article applies only to the [Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md). Use the Self-Care Portal to create an enhanced data template that you can then select each time you run a sale. When you select the template, the portal automatically populates the enhanced data for you. This is useful if you repeatedly sell the same items to a customer, or if you repeatedly sell a specific set of line items to multiple customers. To create an enhanced data template, complete the following steps: 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Settings**, and then select **Enhanced Data Templates**. 3. Select **CREATE TEMPLATE**. 4. In the Name field, enter the name of the template. 5. (Optional) To use this as the default template, select **Select as Default**. 6. Select **SAVE**. 7. Select the **Enhanced Data** tab. ![Create Template page with the Enhanced Data tab highlighted](https://support.payroc.com/assets/1b5f9a737ac66063.png) 1. Complete the Customer Information section and the Items section. Be aware of the following: - **Description** - Enter a specific description for the item. Don't send a generic description, for example, “MISC” or “N/A”. - **Tax Rate (%)** - Enter the tax rate for the item. If you are shipping an item to the cardholder, use the tax rate at the cardholder's location. If you aren't shipping the item, use the tax rate at your merchant location. 2. (Optional) Complete the following sections: 1. Sales Discount 2. Sales Tax 3. Transaction Summary 3. Select **SAVE**. When you run a sale, you can select your template from the Enhanced Data Template drop-down menu. ![Add Enhanced Data page with the Enhanced Data Template drop-down menu highlighted](https://support.payroc.com/assets/19fbc51155b68bfe.png) ## Related articles - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) --- # Void a transaction on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction Self-Care Portal You can use the Self-Care Portal to void a transaction that is in an open batch. After you void a transaction, its status changes to VOID. > **Note:** If a transaction is in a closed batch, you can refund the transaction. For more information about how to refund a transaction, go to [Refund a transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-card-refund.md). ## Void a card transaction 1. Sign in to https://payments.payroc.com/merchant/selfcare/. 2. On the side menu, select **Reporting**, and then select **Open Batch**. 3. Select the **ALL TRANSACTIONS** tab. 4. Locate the transaction that you want to void. 5. From the Action column, select ![More options](https://support.payroc.com/assets/54fb423587e7f7ce.png), and then select **Void**. 6. To confirm that you want to void the transaction, select **OK**. ## Related articles - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Void a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/void-a-subscription-payment.md) --- # Apply a tax to a Virtual Terminal sale on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/apply-a-tax-to-a-virtual-terminal-sale-on-the-self-care-portal Self-Care Portal You can apply a tax when you run a card or bank transfer sale on the Virtual Terminal. For more information about how to create a tax in the Self-Care Portal, go to [Create a tax on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-a-tax-on-the-self-care-portal.md). You can apply a tax to the following transaction types: - [Card sale](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/apply-a-tax-to-a-virtual-terminal-sale-on-the-self-care-portal.md#card-sale) - [Bank transfer sale](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/apply-a-tax-to-a-virtual-terminal-sale-on-the-self-care-portal.md#bank-transfer-sale) ## Card sale 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Sale**. 3. Enter the payment details. 4. Select the **Include Tax:** checkbox. 5. From the dropdown menu, select the tax you want to apply to the transaction. 6. Select **PERFORM SALE**. ## Bank transfer sale 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Bank Transfer Payment**. 3. Enter the customer's payment details. 4. From the dropdown menu, select the tax you want to apply to the transaction. 5. Select **PAY NOW**. ## Related articles - [Create a tax on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-a-tax-on-the-self-care-portal.md) - [Add a tax in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-tax.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) - [Run a card sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale.md) --- # Create a pre-authorization on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/create-a-pre-authorization-on-the-self-care-portal Self-Care Portal Use the Self-Care Portal to temporarily hold funds on a customer's card. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Pre-Authorization**. 3. In the Amount box, enter the authorization amount. 4. In the Description box, enter a description for the transaction. 5. From the Payment Type dropdown menu, select **Card**. 6. In the Card Number box, enter the card number. 7. From the Expiry Date dropdown menu, select the month and year that the card expires. 8. In the Cardholder Name box, enter the cardholder's name. 9. From the Receipt Language dropdown menu, select the language of the receipt. 10. Select **PERFORM PRE-AUTH**. To complete the payment, you can capture the pre-authorization. ## Related articles - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) --- # Virtual Terminal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal Accept payments with the Virtual Terminal. ## Articles - [Run a card sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale.md) - [Run a bank transfer sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details.md) - [Visa CEDP: Run a sale with enhanced data on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-run-a-sale-with-enhanced-data-on-the-self-care-portal.md) - [Run an offline sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-an-offline-sale.md) - [Run a card refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-card-refund.md) - [Run a bank transfer refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-bank-transfer-refund-with-ach.md) - [Create a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/create-a-pre-authorization-on-the-self-care-portal.md) - [Capture a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/capture-a-pre-authorization-on-the-self-care-portal.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) - [Apply a tax to a Virtual Terminal sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/apply-a-tax-to-a-virtual-terminal-sale-on-the-self-care-portal.md) - [Manually collect a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/manually-collect-a-subscription-payment-on-the-self-care-portal.md) --- # Run a bank transfer refund on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-bank-transfer-refund-with-ach Self-Care Portal You can use the virtual terminal in the Self-Care Portal to run a bank transfer refund with Automated Clearing House (ACH). 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Bank Transfer Refund**. 3. From the Payment Type dropdown menu, select **ACH**. 4. In the Amount box, enter the refund amount. 5. In the Reason box, enter the reason for the refund. 6. In the Accountholder Name box, enter the name of the customer. 7. From the SEC Code dropdown menu, select **PPD - Prearranged Payment and Deposit**. 8. Enter the customer's bank account details: 1. From the Account Type dropdown menu, select **Checking** or **Savings**. 2. In the Routing Number box, enter the routing number of the customer's bank. 3. In the Account Number box, enter the account number of the customer's bank account. 9. Select **REFUND**. When the refund is complete, the portal displays the transaction receipt. ## Related articles - [Run a bank transfer sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Run a card refund on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-card-refund Self-Care Portal Use the Self-Care Portal to run a card refund from the virtual terminal or from a closed-batch transaction. After you run a refund, the transaction type changes to REFUND. > **Note:** If the transaction is in an open batch, you can void the transaction. For more information about how to void a transaction, go to [Void a transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md). ## Run a referenced card refund from the Virtual Terminal 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Refund**. 3. In the OrderID box or the Unique Ref box, enter the order ID or the unique reference number of the transaction that you want to refund. 4. From the list of transaction, select the transaction that you want to refund. 5. In the Amount to be refunded box, enter the refund amount. 6. In the Reason box, enter the reason for the refund. 7. Select **REFUND**. 8. On the confirmation screen, select **OK**. When the refund is complete, the portal displays the transaction receipt. ## Run a card refund from a closed-batch transaction 1. Log in to https://payments.payroc.com/merchant/selfcare/. 2. From the navigation menu, select **Reporting**, and then select **Closed Batch**. 3. Locate the transaction that you want to refund. 4. From the Action column, select![More options](https://support.payroc.com/assets/54fb423587e7f7ce.png), and then select **Refund**. 5. In the Amount to be refunded box, confirm the refund amount. 6. In the Reason box, enter a reason for the refund. 7. To confirm that you want to refund the transaction, select **REFUND**. ## Related articles - [Run a referenced refund from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-referenced-refund.md) --- # Run a bank transfer sale on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details Self-Care Portal You can use the virtual terminal in the Self-Care Portal to run a sale with bank transfer details, for example, ACH and PAD. ## Run a sale with ACH 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Bank Transfer Payment**. 3. From the Payment Type dropdown menu, select **ACH**. 4. In the Amount box, enter the sale amount. 5. From the SEC Code dropdown menu, select **PPD - Prearranged Payment and Deposit**. 6. From the Account Type dropdown menu, select **Checking** or **Savings**. 7. In the Routing Number box, enter the routing number of the customer's bank. 8. In the Account Number box, enter the account number of the customer's bank account. 9. Select **PAY NOW**. When the sale is complete, the portal displays the transaction receipt. ## Run a sale with PAD 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Bank Transfer Payment**. 3. In the Order ID box, enter a unique identifier for the transaction. 4. From the Payment Type dropdown menu, select **PAD**. 5. In the Amount box, enter the sale amount. 6. In the Accountholder Name box, enter the name on the bank account. 7. In the Transit Number box, enter the transit number of the customer's bank. 8. In the Institution Number box, enter the institution number of the customer's bank. 9. In the Account Number box, enter the account number of the customer's bank account. 10. Select **PAY NOW**. When the sale is complete, the portal displays the transaction receipt. ## Related articles - [Run a bank transfer sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details.md) - [Run a bank transfer sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md) - [Create a recurring bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment.md) --- # Run a card sale on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale Self-Care Portal Use the Virtual Terminal on the Self-Care Portal to run a card sale. 1. Sign in to https://payments.payroc.com/merchant/selfcare/. 2. On the side menu, select **Virtual Terminal**, and then select **Sale**. 3. In the Amount box, enter the sale amount. 4. From the Payment Type dropdown menu, select **Card**. 5. In the Card Number box, enter the card number. 6. In the Expiry Date section, select the month and year the card expires. 7. In the CVV box, enter the CVV of the card. 8. Select **PERFORM SALE**. When the sale is complete, the portal displays the transaction receipt. ## Related articles - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) - [Visa CEDP: Run a sale with enhanced data on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-run-a-sale-with-enhanced-data-on-the-self-care-portal.md) --- # Run an offline sale on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-an-offline-sale Self-Care Portal You can use the virtual terminal in the Self-Care Portal to run an offline sale using an authorization code from the acquirer. 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Offline Sale**. 3. In the Amount box, enter the sale amount. 4. In the Description box, enter a description for the transaction. 5. From the Payment Type dropdown menu, select **Card**. 6. Enter the customer's card details: 1. In the Card Number box, enter the card number. 2. From the Expiry Date dropdown menu, select the month and year that the card expires. 3. In the Cardholder Name box, enter the cardholder's name. 7. In the Approval Code box, enter the approval code. 8. Select **PERFORM SALE**. When the sale is complete, the portal displays the transaction receipt. ## Related articles - [Run a card sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale.md) - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a bank transfer sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md) --- # Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal Self-Care Portal > **Important:** This article applies only to the [Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md). Use the Self-Care Portal to add or edit enhanced data for an existing transaction. Enhanced data is additional information about the transaction beyond the amount and card details. The following guidelines apply when you add or edit enhanced data: - You can add or edit enhanced data only if the transaction is in an open batch. - You can't add or edit enhanced data that changes the transaction amount, for example, the tax amount, unit cost, and discount amount. To change this data, [void the transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) and run a sale again with the correct amount. Use one of the following methods to add or edit enhanced data: - Add or edit enhanced data from the receipt page. - Add or edit enhanced data to an open-batch transaction. ## Add or edit enhanced data from the receipt page 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Sale**. 3. Run a sale. 4. On the transaction receipt page, select the **Add Enhanced Data** tab. 5. (Optional) From the Enhanced Data Template dropdown menu, select an existing enhanced data template. 6. Add or edit your enhanced data. 7. Select **SAVE**. ## Add or edit enhanced data to an open-batch transaction 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Reporting**, and then select **Open Batch**. 3. Select the **All Transactions** tab, and then search for the transaction that you want to add enhanced data to. 4. From the Action dropdown menu, select **...**, and then select **Add Enhanced Data**. 5. (Optional) From the Enhanced Data Template dropdown menu, select an existing enhanced data template. 6. Add or edit your enhanced data. 7. Select **SAVE**. ## Related articles - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) --- # Visa CEDP: Run a sale with enhanced data on the Self-Care Portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-run-a-sale-with-enhanced-data-on-the-self-care-portal Self-Care Portal > **Important:** This article applies only to the [Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md). Use the Self-Care Portal to enter enhanced data when you run a sale, if the customer uses a commercial card. We recommend that you provide high-quality information for each item you are selling to qualify for better rates from card brands. > **Note:** You can create a template to autofill the enhanced data each time you run a sale. For more information about enhanced data templates, go to [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md). ## Run a sale 1. Log in to [https://payments.payroc.com/merchant/selfcare/](https://payments.payroc.com/merchant/selfcare/). 2. From the navigation menu, select **Virtual Terminal**, and then select **Sale**. 3. Enter information for the sale and the cardholder's payment information. If you enter an eligible commercial card, the portal indicates that you can add enhanced data. **Note:** To qualify for Visa CEDP, you must enter the tax rate when you run a sale. You can’t add the tax rate after the sale. 1. Select **ADD ENHANCED DATA**. 2. (Optional) In the Customer Information section, enter the customer reference number and the shipping address. **Note:** To qualify for Visa CEDP, you must enter the shipping address when you run a sale. You can’t add the shipping address after the sale. 1. In the Items section, select **ADD LINE**. 2. Enter the line-item information. Be aware of the following: - **Description** - Enter a specific description for the item. Don't send a generic description, for example, “MISC” or “N/A”. - **Tax Rate** - Enter the tax rate for the item. If you are shipping an item to the cardholder, use the tax rate at the cardholder's location. If you aren't shipping the item, use the tax rate at your merchant location. ![Items section with line-item fields, including Description and Tax Rate, and the ADD LINE button](https://support.payroc.com/assets/4b45ec300bc064ca.png) 1. (Optional) Complete the following sections: 1. Sales Discount 2. Sales Tax 3. Transaction Summary 2. Confirm that the Total Sale Amount is the same as the Amount that you entered in Step 3. If they don't match, complete the following steps: 1. Select **BACK**. 2. Update the Amount to match the Total Sale Amount. 3. Select **PERFORM SALE**. When the sale is complete, the portal displays the receipt. ## Related articles - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) - [Edit an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/edit-an-enhanced-data-template.md) --- # Add a campaign in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/add-a-campaign-in-roc-giving > **Important:** To add a campaign, you must be an Org Admin or Manager. 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png)> **Campaigns** > **Add New Campaign**. 2. Enter a campaign name. 3. Enter the dollar amount that you want to raise for this campaign. 4. Select **Save**. ## Related articles - [Configure your campaign settings in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/configure-your-campaign-settings-in-roc-giving.md) - [Customize your campaign design in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-design-in-roc-giving.md) - [Share a campaign in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/share-a-campaign-in-roc-giving.md) --- # Add a team member in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/add-a-team-member-in-roc-giving Roc Giving > **Important:** To add a team member in Roc Giving, you must be an Org Admin or Manager 1. Select ![Menu](https://support.payroc.com/assets/903d17e149da691d.png) > **Settings** > **Team**. 2. Select **Add Team Member**. 3. Enter your team member’s first name. 4. Enter your team member’s last name. 5. Enter your team member’s email address. 6. In the Role box, select one of the following roles for your team member: - **Manager** – They can add, modify, and delete any information. - **View Only** – They can view information and modify only their personal information. 7. Select **Save**. ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Change your Roc Giving account password Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password Roc Giving 1. Select your profile logo![blue circle with your initials](https://support.payroc.com/assets/c615731a6906262e.png). 2. Select **Edit**, and then select **Change Password**. 3. In the **Current Password** box, enter your current password. 4. In the **New Password** box, enter a new password. For more information about passwords, go to [Password best practice](https://support.payroc.com/en-US/account-management/password-best-practice.md). 5. In the **Confirm New Password** box, reenter your new password. 6. Select **Submit**. ## Related articles - [Password best practices](https://support.payroc.com/en-US/account-management/password-best-practice.md) --- # Configure your campaign settings in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/configure-your-campaign-settings-in-roc-giving Roc Giving > **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 your website after a donation, request their phone number, or require them to acknowledge your policies. ## Configure settings in the Payments tab 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the list of campaigns, select the campaign that you want to configure. 3. Select **Customize Your Campaign**, and then select **Payments**. 4. Configure the settings. 5. Select **Save**. The Payments tab contains the following settings: | | | | --- | --- | | Setting | Description | | Preset Payments Amounts | Enter up to three payment amounts that a donor can choose from. | | Enable Custom Donation Amount | Allow a donor to enter a custom payment amount. | | Enable Recurring Donations | Allow a donor to set up a recurring donation for the campaign. A donor can select a payment frequency and choose when the payment cycle ends. | | Enable Custom Funds Allocation | Add a fund to the campaign. A campaign can include one or more funds for different causes. If a campaign includes multiple funds, a donor can choose which fund to donate to. | | Donor Operational Expense Fee Offset Options 3% | Choose how you want to handle the 3% fee to offset operational expenses. Select one of the following options: - **Optional** – Display a checkbox to let donors decide whether they want to add a 3% fee to their donation. - **Required** – Automatically add a 3% fee to the donation. - **Disabled** – Don't add a 3% fee to the donation. | | Enable Pledges | Allow a donor to make a payment at a future date. The donor can select a dollar amount and a payment date. | | Pledge Button Text | Customize the text for the pledge button. | | Donate Button Text | Customize the text for the donate button. | ## Configure settings in the Options tab 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the list of campaigns, select the campaign that you want to customize. 3. Select **Customize Your Campaign**, and then select **Options**. 4. Configure your settings. 5. Select **Save**. The Options tab contains the following settings: | | | | --- | --- | | Setting | Description | | Redirect to Website After Donation | Redirect donors to your organization’s website after they donate. | | Ask for Phone Number | Prompt each donor to provide their phone number. | | Show Policies | Add a checkbox to ask the donor to confirm the terms and conditions and privacy policy. For more information about how to customize your campaign policy, go to [Customize your campaign policy in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-policy.md). | ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Create a default design template in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/create-a-default-design-template-in-roc-giving Roc Giving > **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. ![Donation page labeling the organization's logo, primary color, button shape, and photo or secondary color](https://support.payroc.com/assets/5ca3055ee8718cba.png) To create a default design template, complete the following steps: 1. Select ![Menu](https://support.payroc.com/assets/903d17e149da691d.png) > **Settings** > **Branding**. 2. In the Upload Organization’s Logo section, upload your organization’s logo. The image must meet the following requirements: - File format: .jpg, .gif, or .png - File size: 1MB or smaller - Image dimensions: 300 x 300 pixels 3. In the Upload Organization’s Photo section, upload a background image for the donation overview section. The image must meet the following requirements: - File format: .jpg, .gif, or .png - File size: 5MB or smaller - Image dimensions: 600 x 960 pixels 4. (Optional) Adjust the background image properties and select an overlay color. 5. In the Brand Colors section, choose the following color options: - **Primary Color** – Text color of the donation amount selected by the donor. - **Secondary Color** – Background color for the donation overview section. This color applies only if you didn’t upload a background image. 6. In the Button Shape section, choose a button shape for the donate button or pledge button. 7. In the Font section, choose a font style for the campaign text. 8. Select **Save**. > **Note:** For more information about how to customize the design for individual campaigns, go to [Customize your campaign design in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-design-in-roc-giving.md). ## Related articles - [Customize your campaign design in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-design-in-roc-giving.md) --- # Customize your campaign design in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-design-in-roc-giving Roc Giving > **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. ![Donation page with the campaign's logo, primary color, button shape, and photo or secondary color labeled](https://support.payroc.com/assets/ae203c1360bf6034.png) To  create a custom design, complete the following steps: 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the list of campaigns, select the campaign that you want to customize. 3. Select **Customize Your Campaign**, and then select **Design**. 4. To stop using the default design template, turn off the **Use Default Brand Settings** toggle. 5. In the Upload Campaign’s Logo section, upload your campaign’s logo. The image must meet the following requirements: - File format: .jpg, .gif, or .png - File size: 1MB or smaller - Image dimensions: 300 x 300 pixels 6. In the Upload Campaign’s Photo section, upload a background image for the donation overview section and adjust its properties. The image must meet the following requirements: - File format: .jpg, .gif, or .png - File size: 5MB or smaller - Image dimensions: 600 x 960 pixels 7. In the Brand Colors section, choose the following color options: - **Primary Color** – Text color of the donation amount selected by the donor. - **Secondary Color** – Background color for the donation overview section. We apply this color only if you didn’t upload a background image. 8. In the Button Shape section, choose a button shape for the donate button or pledge button. 9. In the Font section, choose a font style for the campaign text. 10. Select **Save**. ## Related articles - [Configure your campaign settings in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/configure-your-campaign-settings-in-roc-giving.md) - [Create a default design template in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/create-a-default-design-template-in-roc-giving.md) --- # Customize your campaign policy Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-policy Roc Giving > **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 can set up only one policy that applies to all campaigns. To customize and display your campaign policy, complete the following steps: 1. [Customize your campaign policy](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-policy.md#customize-your-campaign-policy-0). 2. [Display your policy in a campaign](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-policy.md#display-your-policy-in-a-campaign-1). ## Customize your campaign policy 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png)> **Settings** > **Policies**. 2. From the Actions column, select **Edit**. 3. In the Policy Name box, update the policy name. 4. In the Policy Text box, update the policy description. 5. Select **Save**. ## Display your policy in a campaign 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the list of campaigns, select the campaign you want to display the policy for. 3. Select **Customize Your Campaign**, and then select **Options**. 4. Enable **Show Policies**. 5. Select **Save**. ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Deactivate a campaign in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/deactivate-a-campaign-in-roc-giving Roc Giving > **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. 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the list of campaigns, locate the campaign that you want to deactivate. 3. From the Status column, select **Active**. 4. To deactivate the campaign, turn off the **Active** toggle. 5. Select **Save**. > **Note:** You can't delete a campaign. ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving Create fundraising campaigns and manage donations. ## Articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) - [Reset your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/reset-your-roc-giving-account-password.md) - [Update your campaign name in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/update-your-campaign-name-in-roc-giving.md) - [Deactivate a campaign in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/deactivate-a-campaign-in-roc-giving.md) - [Reactivate a campaign in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/reactivate-a-campaign-in-roc-giving.md) - [Create a default design template in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/create-a-default-design-template-in-roc-giving.md) - [Customize your campaign design in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-design-in-roc-giving.md) - [Configure your campaign settings in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/configure-your-campaign-settings-in-roc-giving.md) - [Customize your campaign policy](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-policy.md) - [Add a campaign in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/add-a-campaign-in-roc-giving.md) - [Share a campaign in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/share-a-campaign-in-roc-giving.md) - [Update your organization information in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/update-your-organization-information-in-roc-giving.md) - [Add a team member in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/add-a-team-member-in-roc-giving.md) --- # Log in to your Roc Giving account Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account Roc Giving 1. Go to [https://giving.rocpos.com/login](https://giving.rocpos.com/login). 2. Enter your email and password. 3. Select **Log In**. > **Note:** If you forgot your password, go to [Reset your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/reset-your-roc-giving-account-password.md). ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) - [Reset your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/reset-your-roc-giving-account-password.md) --- # Reactivate a campaign in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/reactivate-a-campaign-in-roc-giving Roc Giving > **Important:** To reactivate a campaign, you must be an Org Admin or Manager. 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the list of campaigns, locate the campaign that you want to reactivate. 3. From the Status column, select **Archived**. 4. To reactivate the campaign, turn on the **Archived** toggle. 5. Select **Save**. ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Reset your Roc Giving account password Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/reset-your-roc-giving-account-password Roc Giving 1. Go to [https://giving.rocpos.com/login](https://giving.rocpos.com/login). 2. Select **Forgot password?** 3. Enter your email address. 4. Select **Send**. 5. Find the password reset email that we sent you from [noreply@mail.giving.rocpos.com](mailto:noreply@mail.giving.rocpos.com). If you didn’t receive the email, select **Resend link** on the password reset page. 6. In your password reset email, select **Reset Your Password**. 7. Enter a new password. For more information about passwords, go to [Password best practice](https://support.payroc.com/en-US/account-management/password-best-practice.md). 8. Reenter your password. 9. Select **Submit**. ## Related articles - [Password best practices](https://support.payroc.com/en-US/account-management/password-best-practice.md) --- # Set up your Roc Giving account Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account Roc Giving 1. Find the welcome email that we sent you from [noreply@mail.giving.rocpos.com](mailto:noreply@mail.giving.rocpos.com). If you didn’t receive a welcome email, contact our Support Team at (615)-550-5523 or [givingsupport@corecommerce.com](mailto:support@rocpos.com). 2. On the welcome email, select **Finish Set Up**. 3. On the account registration page, create a password. For more information about passwords, go to [Password best practice](https://support.payroc.com/en-US/account-management/password-best-practice.md). 4. Reenter your password. 5. Accept the terms and conditions. 6. Select **Submit**. You’re automatically signed in to Roc Giving. ## Related articles - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) - [Add a campaign in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/add-a-campaign-in-roc-giving.md) - [Configure your campaign settings in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/configure-your-campaign-settings-in-roc-giving.md) --- # Share a campaign in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/share-a-campaign-in-roc-giving Roc Giving > **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, complete the following steps: 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the list of campaigns, select the campaign that you want to share with your donors. 3. Select **Embeddable Assets**. 4. Select one of the following sharing options: - **Embeddable Link** - Share the campaign with a URL or HTML code. - **QR Code** – Share the campaign with a QR code. ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Update your campaign name in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/update-your-campaign-name-in-roc-giving Roc Giving > **Important:** To update your campaign name, you must be an Org Admin or Manager. 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png), and then select **Campaigns**. 2. From the Campaign Name column, select the campaign name. 3. Select **Edit![pencil icon](https://support.payroc.com/assets/9c6df4e3a15cfdf9.png)**. 4. Enter a new name. 5. Select **Save![check mark icon](https://support.payroc.com/assets/4649288f5ff9785d.png)**. ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Update your organization information in Roc Giving Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/update-your-organization-information-in-roc-giving Roc Giving > **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: 1. Select![Menu](https://support.payroc.com/assets/903d17e149da691d.png)> **Settings** > **Organization**. 2. Update your information. 3. Select **Save**. ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Update your Roc Giving account information](https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) --- # Update your Roc Giving account information Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-giving/update-your-roc-giving-account-information Roc Giving 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: 1. Select your profile logo![blue circle with your initials](https://support.payroc.com/assets/c615731a6906262e.png). 2. Select **Edit**. 3. Update your information. 4. Select **Save**. > **Note:** To change your password, go to [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md). ## Related articles - [Set up your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/set-up-your-roc-giving-account.md) - [Log in to your Roc Giving account](https://support.payroc.com/en-US/core-products/roc-giving/log-in-to-your-roc-giving-account.md) - [Change your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/change-your-roc-giving-account-password.md) - [Reset your Roc Giving account password](https://support.payroc.com/en-US/core-products/roc-giving/reset-your-roc-giving-account-password.md) --- # Axium DX8000 Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide Roc Services on an AXIUM DX8000 device To download a printable copy of the DX8000 Quick Start Guide, select the following link: [DX8000 Quick Start Guide](https://payroc.my.salesforce.com/sfc/p/o0000000H8yn/a/R30000002cIv/aGz9dw0l5d8miU5VdQ9KlJhIYejhtrUJRu34qNLb_n0) ## Your new device ![Front of the DX8000 with the contactless reader, card readers, Settings, Payroc app, and Home and Back buttons labeled](https://support.payroc.com/assets/2f626c4742d55499.png) Figure 1. App screen ![Back and side of the DX8000 with the battery compartment, paper roll compartment, power key, and USB port labeled](https://support.payroc.com/assets/938d9375fcbed392.png) Figure 2. Hardware components ## Getting to the App screen - To return to the Home screen, tap Home ![gray circle icon](https://support.payroc.com/assets/6be9eb59656a7045.png) . - To view the App screen, swipe left. ![DX8000 Home screen showing the time and date](https://support.payroc.com/assets/e6340315cf52d4ef.png) Figure 3. Your device starts on the Home screen. ![Swiping left on the Home screen to open the App screen with the Settings and Payroc apps](https://support.payroc.com/assets/56dafda1193447bb.png) Figure 4. Moving from the Home screen to the App screen. ## Getting started To set up your device, complete the following steps: Step 1. Turn on your device. Step 2. Connect your device to your wireless network. Step 3. Open the Payroc app. ## Step 1. Turn on your device - Press and hold the power button for four seconds. ## Step 2. Connect to your wireless network 1. On the App screen, tap **Settings** ![gear icon](https://support.payroc.com/assets/e114a52e1a018b8e.png). 2. Enter **350000**. 3. Tap **Network and internet**, and then tap Wi-Fi. 4. Tap the name of your wireless network. 5. Enter the password for your wireless network, and then tap **OK**. 6. Tap **Connect**. 7. To return to the home screen, tap **Home**![gray circle icon](https://support.payroc.com/assets/d5348a87841fab9c.png). ## Step 3. Open the Payroc app 1. From the Home screen, swipe left. 2. Tap the Payroc app ![orange P icon](https://support.payroc.com/assets/54aee37920bc192f.png). > **Note:** Your device opens the Payroc app when the device turns on. If your device doesn’t automatically open the Payroc app, navigate to the App screen, and then tap the Payroc app ![orange P icon](https://support.payroc.com/assets/54aee37920bc192f.png) . ## Troubleshooting ### My device won’t charge. - Make sure that you use the USB charging cable that came with your device. ### My device doesn’t display my wireless network. - Make sure that your device is close to your router. ### My device can’t connect to my wireless network. - Check that your password is correct. ## Any questions? Contact our Customer Support team at 888.477.4510 or email [support@rocpos.com](mailto:support@rocpos.com). ## Related articles - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [Run a credit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-credit-sale.md) --- # AXIUM DX8000 Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000 ## Articles - [Axium DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000/axium-dx8000-quick-start-guide.md) --- # Chipper 3X Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/chipper-3x-quick-start-guide Roc Services mobile app Set up your Chipper 3X device to run transactions with the Roc Services mobile app. > **Note:** To download a printable version of this guide, select the following link: > > [Chipper 3X Quick Start Guide](https://payroc.my.salesforce.com/sfc/p/o0000000H8yn/a/R30000004Gar/VVqz6UmBxCxRSJ_hV29JkJ_uhTUVOzsl6ooIio4nWK4) ## Your new device ![Chipper 3X diagram labeling the contactless reader, USB port, reset button, power button, and LED indicator](https://support.payroc.com/assets/a55a293cac1a9c62.png) ![Chipper 3X side view labeling the chip and magnetic card readers, LED indicator, power button, and USB port](https://support.payroc.com/assets/77df1d6a8f276e59.png) ## 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 1. Charge your Chipper 3X > **Note:** We recommend that you use the USB cable that came with your Chipper 3X. The LED above the power button indicates if your Chipper 3X is charging. - A red light indicates that your Chipper 3X is charging. - A green light indicates that your Chipper 3X is fully charged. ### Step 2. Install the Roc Services app on your mobile device - Open your app store, and then search **Roc Services**. ### Step 3. Connect your Chipper 3X to your mobile device Turn on your Chipper 3X, and then use your mobile device to complete the following steps: 1. Turn on Bluetooth. 2. Scan for your Chipper 3X. 3. From the list of devices, select the serial number of your Chipper 3X. 4. Enter the passkey that is on the back of your Chipper 3X. ![Back of the Chipper 3X with the BT passkey labeled](https://support.payroc.com/assets/62604b1e2f353126.png) ## Troubleshooting ### My mobile device can't connect to my Chipper 3X If your mobile device can’t detect your Chipper 3X, complete the following: - Press the power button on your Chipper 3X. - Make sure that your Chipper 3X is within range of your mobile device. - Charge your Chipper 3X. > **Note:** Your Chipper 3X turns off if you haven’t used it for five minutes. ### My Chipper 3X doesn’t turn on Charge your Chipper 3X, and then press the power button. If your Chipper 3X still doesn’t turn on, complete the following steps: 1. Use a paperclip to press the reset button at the bottom of the Chipper 3X. 2. Press the power button. ## Any questions? Contact our Customer Support team at 888.477.4510 or email [support@rocpos.com](mailto:cs@payroc.com). ## Related articles - [Run a credit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-credit-sale.md) - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [My Chipper 3X doesn't turn on](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-chipper-3x-doesnt-turn-on.md) --- # BBPOS Chipper 3X Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x ## Articles - [Chipper 3X Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/chipper-3x-quick-start-guide.md) - [My mobile device can't connect to my Chipper 3X](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-mobile-device-cant-connect-to-my-chipper-3x.md) - [My Chipper 3X doesn't turn on](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-chipper-3x-doesnt-turn-on.md) --- # My Chipper 3X doesn't turn on Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-chipper-3x-doesnt-turn-on Roc Services mobile app 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. ## Related articles - [My AXIUM DX8000 won't turn on](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-turn-on.md) - [My Newland N950 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on.md) - [Turn on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/turn-on-your-device.md) --- # My mobile device can't connect to my Chipper 3X Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-mobile-device-cant-connect-to-my-chipper-3x Roc Services mobile app If your mobile device can’t detect your Chipper 3X, complete the following: - Press the power button on your Chipper 3X. - Make sure that your Chipper 3X is within range of your mobile device. - Charge your Chipper 3X. > **Note:** Your Chipper 3X turns off if you haven’t used it for five minutes. ## Related articles - [My AXIUM DX8000 won't turn on](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-turn-on.md) - [My Newland N950 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-cant-connect-to-my-wireless-network.md) - [My AXIUM DX8000 won't connect to my wireless network](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-connect-to-my-network.md) - [Run a sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-the-roc-services-virtual-terminal.md) --- # Devices Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/devices Accept payments with supported payment devices. ## Categories - [AXIUM DX8000](https://support.payroc.com/en-US/core-products/roc-services/devices/axium-dx8000.md) - [BBPOS Chipper 3X](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x.md) --- # Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services Send estimates and invoices, schedule appointments, and accept payments on the go. ## Categories - [Web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal.md) — Manage estimates, invoices, and appointments from your desktop. - [Devices](https://support.payroc.com/en-US/core-products/roc-services/devices.md) — Accept payments with supported payment devices. - [Mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app.md) — Accept payments from your phone or tablet. --- # Add a customer on the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-a-customer-on-the-roc-services-mobile-app 1. On the main screen, tap ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png). 2. From the navigation menu, tap **Customers**. 3. Enter the following customer details: - First name - Last name - Email address - Phone number 4. Tap **Add Customer**. ## Related articles - [Add an item to the catalog on Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-an-item-to-the-catalog-on-roc-services-mobile-app.md) - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a sale with a customer's saved card on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md) --- # Add an item to the catalog on Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-an-item-to-the-catalog-on-roc-services-mobile-app > **Important:** Before you can add an item to your catalog, you need to set up your catalog. For more information, go to [Set up your catalog](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md). For each item you want to add, complete the following steps: 1. Select the three-stacked-lines, and then select **Catalog**. 2. Select the **+** icon. 3. Select **Add Item**. 4. Enter the item information. 5. Select the category you want to add the item to, and then select **Add Item**. ## Related articles - [Set up your catalog in the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md) - [Create a catalog item in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md) - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) --- # Download the Roc Services Mobile App Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/download-the-roc-services-mobile-app Roc Services mobile app You can download the Roc Services Mobile App on an Android mobile device or an Apple mobile device. The steps you follow depend on your device type. To install the app, complete one of the following sets of steps: - [Download the Roc Services Mobile App to an Android device](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/download-the-roc-services-mobile-app.md#download-the-roc-services-mobile-app-to-an-android-device-0) - [Download the Roc Services Mobile App to an Apple device](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/download-the-roc-services-mobile-app.md#download-the-roc-services-mobile-app-to-an-apple-device-1) ## Download the Roc Services Mobile App to an Android device 1. On your Android device, open the **Google Play Store**. 2. In the search bar, enter **Roc Services**. 3. Select **Roc Services** from the search results. 4. Select **Install**. After you download the Roc Services Mobile App, locate it on the mobile device and select the app icon to open it. ## Download the Roc Services Mobile App to an Apple device 1. On your Apple device, open the **App Store**. 2. In the search bar, enter **Roc Services**. 3. Select **Roc Services** from the search results. 4. Select **Get**. After you download the Roc Services Mobile App, locate it on the mobile device and select the app icon to open it. ## Related articles - [Log in to the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/log-in-to-roc-services.md) - [Run a sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-the-roc-services-virtual-terminal.md) - [Log in to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/log-in-to-roc-terminal.md) --- # Mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app Accept payments from your phone or tablet. ## Articles - [Download the Roc Services Mobile App](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/download-the-roc-services-mobile-app.md) - [Add a customer on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-a-customer-on-the-roc-services-mobile-app.md) - [Run a sale and save the customer's card details](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md) - [Run a sale with a customer's saved card on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md) - [Run a keyed card sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details.md) - [Run a bank transfer sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details.md) - [Run a cash sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) - [Set up your catalog in the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md) - [Add an item to the catalog on Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-an-item-to-the-catalog-on-roc-services-mobile-app.md) - [View your transaction history on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/view-your-transaction-history-on-the-roc-services-mobile-app.md) --- # Run a cash sale on the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale Roc Services mobile app Use the Roc Services Mobile App to run a cash sale. To run a cash sale, complete the following steps: 1. [(Optional) Assign a customer to the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale.md#optional-step-1-assign-a-customer-to-the-sale-0) 2. [Add items](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale.md#step-2-add-items-1) 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale.md#step-3-run-the-sale) ## (Optional) Step 1. Assign a customer to the sale 1. On the main screen, select ![Customer](https://support.payroc.com/assets/c414fa38144c68cd.png). 2. (Optional) Search for the customer by their name, phone number, or email address. 3. From the list of customers, select the customer that you want to run a sale with. ## Step 2. Add items When you run a sale, there are two ways to add an item to the cart: - **Quick Charge** - Dollar amount that you enter for each item and add to the cart. - **Catalog** - Items from your catalog that you add to the cart. > **Note**: Before you add a catalog item to the cart, you must set up your catalog. For more information about how to create a catalog item, go to [Set up your catalog](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md). ### Add a Quick Charge item 1. From the Quick Charge screen, use the keypad to enter the dollar amount that you want to charge the customer, and then select **+**. 2. Select ![Charge](https://support.payroc.com/assets/ff640a2ecc5357ab.png). ### Add a catalog item For each item you want to add to the cart, complete the following steps: 1. Select ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png), and then select **Catalog**. 2. Select the category that contains the item. 3. Select the item to add it to the cart. 4. Select ![Cart](https://support.payroc.com/assets/565f6d6842bb5833.png). 5. Select ![Charge](https://support.payroc.com/assets/ff640a2ecc5357ab.png). ## Step 3. Run the sale 1. From the list of payment methods, select **Cash**, and then select **Yes** to confirm the cash amount. 2. (Optional) To send a receipt, select **Share Receipt**, and then select a receipt option: - To send by email, select **Email Receipt**, enter the customer's email address, and then select **Send Email**. - To send by SMS, select **SMS Receipt**, enter the customer's phone number, and then select **Send SMS**. ## Related articles - [Run a cash sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md) - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) --- # Run a referenced refund on the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app You can use the Roc Services mobile app to return the full amount of a completed transaction to the customer's original payment method. 1. On the main screen, tap![Menu](https://support.payroc.com/assets/03561e3517e307fa.png). 2. From the navigation menu, tap **Transaction History**. 3. Tap the transaction that you want to refund. 4. Tap **Refund**. 5. Tap **Full Refund**. 6. (Optional) To send a receipt, tap **Share Receipt**, and then tap a receipt option: - To send an email receipt, complete the following steps: 1. Tap **Email Receipt**. 2. Enter the customer's email address. 3. Tap **Send Email**. - To send an SMS receipt, complete the following steps: 1. Tap **SMS Receipt**. 2. Enter the customer's phone number. 3. Tap **Send SMS**. ## Related articles - [Run a referenced refund from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-referenced-refund.md) - [Refund a transaction on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile.md) - [Run a refund with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-refund.md) --- # Run a sale and save the customer's card details Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details You can use the Roc Services mobile app to save a customer's card to their profile when you run a manual card entry sale. After you save the customer's card, you can reuse the card for future transactions with the customer. > **Note**: Before you run a sale, you must add the customer. For more information about how to add a customer, go to [Add a customer](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md). To run a sale and save the customer's card details, complete the following steps: 1. [Assign a customer to the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md#step-1-assign-a-customer-to-the-sale-0). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md#step-2-add-items-to-the-order-1). 3. [Run a sale and save card details](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md#step-3-run-a-sale-and-save-card-details-4). ## Step 1: Assign a customer to the sale 1. On the main screen, tap ![Add customer](https://support.payroc.com/assets/e905b774c51c1b79.png). 2. (Optional) Search for the customer by their name, phone number, or email address. 3. From the list of customers, tap the customer that you want to run a sale with. ## Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add quick items](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md#add-quick-items-2) - One-time items that you can create and add to the order. - [Add items from the catalog](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md#add-items-from-the-catalog-3) - Commonly sold items that you have in the catalog that you can reuse across multiple sales. ### Add quick items For each item that you want to add, complete the following steps: 1. From the navigation menu, tap ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png), and then tap **Quick Charge**. 2. Use the keypad to enter the sale amount, and then tap **+**. 3. Tap **Charge**. ### Add items from the catalog For each item that you want to add from the catalog, complete the following steps: 1. From the navigation menu, tap ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png), and then tap **Catalog**. 2. Tap the category that contains the item. 3. Tap the item that you want to add to the order. 4. Tap **Charge**. ## Step 3: Run a sale and save card details 1. Tap **Manual Entry**. 2. Enter the card details. 3. Tap **Store Card Details**. 4. Tap **Pay Now**. 5. (Optional) To send a receipt, tap **Share Receipt**, and then tap a receipt option: - To send an email receipt, complete the following steps: 1. Tap **Email Receipt**. 2. Enter the customer's email address. 3. Tap **Send Email**. - To send an SMS receipt, complete the following steps: 1. Tap **SMS Receipt**. 2. Enter the customer's phone number. 3. Tap **Send SMS**. ## Related articles - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) --- # Run a sale with a customer's saved card on the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app You can use the Roc Services mobile app to run a sale with a card that you previously saved for a customer. > **Note:** For more information about how to save a customer's card details, go to [Run a sale and save the customer's card details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md). To run a sale with a customer's saved card, complete the following steps: 1. [Assign a customer to the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md#step-1-assign-a-customer-to-the-sale-0). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md#step-2-add-items-to-the-order-1). 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md#step-3-run-the-sale-4). ## Step 1: Assign a customer to the sale 1. On the main screen, tap ![Add customer](https://support.payroc.com/assets/e905b774c51c1b79.png). 2. (Optional) Search for the customer by their name, phone number, or email address. 3. From the list of customers, tap the customer that you want to run a sale with. ## Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add quick items](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md#add-quick-items-2) - One-time items that you can create and add to the order. - [Add items from the catalog](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md#add-items-from-the-catalog-3) - Commonly sold items that you have in the catalog that you can reuse across multiple sales. ### Add quick items For each quick item that you want to add, complete the following steps: 1. From the navigation menu, tap ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png), and then tap **Quick Charge**. 2. Use the keypad to enter the sale amount, and then tap **+**. 3. Tap **Charge**. ### Add items from the catalog For each item that you want to add from the catalog, complete the following steps: 1. From the navigation menu, tap ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png), and then tap **Catalog**. 2. Tap the category that contains the item. 3. Tap the item that you want to add to the order. 4. Tap **Charge**. ## Step 3: Run the sale 1. Tap **Card On File**. 2. (Optional) Search for the saved card using the last four digits of the card number. 3. Tap the saved card that you want to use. 4. Tap **Yes**. 5. Tap **Pay Now**. 6. (Optional) To send a receipt, tap **Share Receipt**, and then tap a receipt option: - To send an email receipt, complete the following steps: 1. Tap **Email Receipt**. 2. Enter the customer's email address. 3. Tap **Send Email**. - To send an SMS receipt, complete the following steps: 1. Tap **SMS Receipt**. 2. Enter the customer's phone number. 3. Tap **Send SMS**. ## Related articles - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a sale and save the customer's card details](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md) - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) --- # Run a bank transfer sale on the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details Roc Services mobile app Use the Roc Services Mobile App to run a sale using a customer's Automated Clearing House (ACH) details. To run a sale with bank account details, complete the following steps: 1. [(Optional) Assign a customer to the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details.md#optional-step-1-assign-a-customer-to-the-sale-0) 2. [Add items](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details.md#step-2-add-items-1) 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details.md#step-3-run-the-sale) ## (Optional) Step 1. Assign a customer to the sale 1. On the main screen, select ![Customer](https://support.payroc.com/assets/c414fa38144c68cd.png). 2. (Optional) Search for the customer by their name, phone number, or email address. 3. From the list of customers, select the customer that you want to run a sale with. ## Step 2. Add items When you run a sale, there are two ways to add an item to the cart: - **Quick Charge** - Dollar amount that you enter for each item and add to the cart. - **Catalog** - Items from your catalog that you add to the cart. > **Note**: Before you add a catalog item to the cart, you must set up your catalog. For more information about how to create a catalog item, go to [Set up your catalog](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md). ### Add a Quick Charge item 1. From the Quick Charge screen, use the keypad to enter the dollar amount that you want to charge the customer, and then select **+**. 2. Select ![Charge](https://support.payroc.com/assets/ff640a2ecc5357ab.png). ### Add a catalog item For each item you want to add to the cart, complete the following steps: 1. Select ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png), and then select **Catalog**. 2. Select the category that contains the item. 3. Select the item to add it to the cart. 4. Select ![Cart](https://support.payroc.com/assets/565f6d6842bb5833.png). 5. Select ![Charge](https://support.payroc.com/assets/ff640a2ecc5357ab.png). ## Step 3. Run the sale 1. From the list of payment methods, select **ACH**. 2. Enter the bank account details. 3. Select **Pay Now**. 4. (Optional) To send a receipt, select **Share Receipt**, and then select a receipt option: - To send by email, select **Email Receipt**, enter the customer's email address, and then select **Send Email**. - To send by SMS, select **SMS Receipt**, enter the customer's phone number, and then select **Send SMS**. ## Related articles - [Run a bank transfer sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md) - [Run a bank transfer sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details.md) --- # Run a keyed card sale on the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details Roc Services mobile app Use the Roc Services Mobile App to run a card sale by entering the card details manually. To run a keyed card sale, complete the following steps: 1. [(Optional) Assign a customer to the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details.md#optional-step-1-assign-a-customer-to-the-sale-0) 2. [Add items](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details.md#step-2-add-items-1) 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details.md#step-3-run-the-sale-4) ## (Optional) Step 1. Assign a customer to the sale 1. On the main screen, select ![Customer](https://support.payroc.com/assets/c414fa38144c68cd.png). 2. (Optional) Search for the customer by their name, phone number, or email address. 3. From the list of customers, select the customer that you want to run a sale with. ## Step 2. Add items When you run a sale, there are two ways to add an item to the cart: - **Quick Charge** - Dollar amount that you enter for each item and add to the cart. - **Catalog** - Items from your catalog that you add to the cart. > **Note**: Before you add a catalog item to the cart, you must set up your catalog. For more information about how to create a catalog item, go to [Set up your catalog](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md). ### Add a Quick Charge item 1. From the Quick Charge screen, use the keypad to enter the dollar amount that you want to charge the customer, and then select **+**. 2. Select ![Charge](https://support.payroc.com/assets/ff640a2ecc5357ab.png). ### Add a catalog item For each item you want to add to the cart, complete the following steps: 1. Select ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png), and then select **Catalog**. 2. Select the category that contains the item. 3. Select the item to add it to the cart. 4. Select ![Cart](https://support.payroc.com/assets/565f6d6842bb5833.png). 5. Select ![Charge](https://support.payroc.com/assets/ff640a2ecc5357ab.png). ## Step 3. Run the sale 1. From the list of payment methods, select **Manual Entry**. 2. Enter the card details. 3. Select **Pay Now**. 4. (Optional) To send a receipt, select **Share Receipt**, and then select a receipt option: - To send by email, select **Email Receipt**, enter the customer's email address, and then select **Send Email**. - To send by SMS, select **SMS Receipt**, enter the customer's phone number, and then select **Send SMS**. ## Related articles - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) --- # Set up your catalog in the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app You can use the Roc Services Mobile App to set up your catalog and add priced items. Catalog items are organized in a hierarchy. A super category contains categories, and each category contains items. The following diagram shows how the catalog might be applied to a gardening business: ![Catalog diagram: Gardening services super category with Weeding and Grass cutting categories and their items](https://support.payroc.com/assets/121f6239ddde8b29.png) To set up your catalog, complete the following steps: 1. [Create a Super Category](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md#step-1-create-a-super-category-0) 2. [Add a category](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md#step-2-add-a-category-1) 3. [Add an item](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/set-up-your-catalog-in-the-roc-services-mobile-app.md#step-3-add-an-item-2) ## Step 1. Create a Super Category 1. From the Quick Charge screen, select the three stacked lines, and then select **Catalog**. 2. Select the **+** icon. 3. Select **Add Super Category**. 4. Enter a name for the Super Category. 5. Select **Add Super Category**. ## Step 2. Add a category 1. From the **Catalog** screen, select the **+** icon. 2. Select **Add Category**. 3. From the list, select the Super Category you want to add the new category to. 4. Enter a name and tax option for the new category. 5. Select **Add Category**. ## Step 3. Add an item For each item, complete the following steps: 1. From the **Catalog** screen, select the **+** icon. 2. Select **Add Item**. 3. Enter an item name, a price, and a tax option. 4. Select the category you created. 5. Select **Add Item**. ## Related articles - [Create a catalog item in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md) - [Add a discount code in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-discount-code.md) --- # View your transaction history on the Roc Services mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/mobile-app/view-your-transaction-history-on-the-roc-services-mobile-app You can use the Roc Services mobile app to view your past transactions for a specific date or within a date range. 1. On the main screen, tap ![Menu](https://support.payroc.com/assets/03561e3517e307fa.png). 2. From the navigation menu, tap **Transaction History**. 3. (Optional) To view your transactions for a specific date or within a date range, complete the following steps: 1. Tap [calendar icon]. 2. On the From Date screen, tap the start date of the transactions you want to view, and then tap **OK**. 3. On the To Date screen, tap the end date of the transactions you want to view, and then tap **OK**. ## Related articles - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) - [Create a support case in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/create-a-support-case-in-payroc-insights.md) --- # Add a customer to Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer Roc Services web portal > **Notes:** The steps in this article apply only to the web app. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Customers**. 3. In the Add Customer section, enter the following details about the customer: - First name - Last name - Email address - Contact number 4. Select **Add Customer**. ## Video tutorial [Roc Services Video Support - Getting Started - Customer Database Setup (4/5)](https://www.youtube-nocookie.com/embed/7JkIg8_pkRY) ## Related articles - [Add a customer on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-a-customer-on-the-roc-services-mobile-app.md) - [Add an item to the catalog on Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-an-item-to-the-catalog-on-roc-services-mobile-app.md) - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) - [Edit a user in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-user.md) --- # Add a user to Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-user Roc Services web portal > **Note**: The steps in this article apply only to the web app. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Users**, and then select **Add New User**. 3. Enter the following details about the user: - First name - Last name - Email address - Phone number 4. To provide the user with access to the web app, select **Web Access**. 5. To provide the user with access to the mobile app, select **App Access**. 6. To assign the user the Technician role for appointments, select **Is Technician**. 7. Select **Save**. After you add a new user, you need to edit their privileges to give them access to other features of Roc Services. To view the list of user privileges, go to [User privileges](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/user-privileges.md). To edit a user's privileges, complete the following steps: 1. From the Users page, select the first name of the user. 2. Select the **Privileges** tab. 3. To add a privilege, select the checkbox beside the privilege. 4. Select **Save**. ## Video tutorial [Roc Services Video Support - Getting Started - User Management (5/5)](https://www.youtube-nocookie.com/embed/FZBPP0QEmQg) ## Related articles - [User privileges in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/user-privileges.md) - [Edit a user in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-user.md) - [Add a customer to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md) - [Edit a customer's details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-customers-details.md) --- # Add your own payment method to Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-your-own-payment-method Roc Services web portal > **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. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Settings**, and then select **User Defined Payment Method**. 3. Select **Edit**, and then select **Add New**. 4. In the Name text box, type the name of the payment method. 5. To display the payment method on the checkout screen, select **Favorite**. 6. Select the **Status** checkbox. 7. Select **Save**, and then select **Close**. To prompt the customer to enter a value for the payment method, you need to add a field, for example, a coupon code or voucher number. To add a field, complete the following steps: 1. From the Settings menu, select **Extra Fields**, and then select **Edit**. 2. From the Select Payment Method menu, select the payment method, and then select **Add Field**. 3. In the Display Label text box, enter the label for the field. 4. In the Field Name text box, enter name of the field. 5. (Optional) If the customer needs to provide a value for the field, select Required. 6. In the Max Digits text box, enter the maximum number of characters for the field. 7. Select **Save Changes**. ## Video tutorial [Roc Services Video Support - Getting Started - Settings & Customization (3/5)](https://www.youtube-nocookie.com/embed/b61o-Qh8Qoo) ## Related articles - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) --- # Edit a customer's details in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-customers-details Roc Services web portal > **Note:** The steps in this article apply only to the web app. You can use Roc Services to update the customer’s details, such as their name, email, and phone number. To edit a customer's details, complete the following steps: 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. Select the first name of the customer that you want to edit. 3. Select **Edit**. 4. To edit the customer’s details, complete one of the following steps: - To edit the contact details, select the **Information** tab. - To edit the billing address, select the **Billing Address** tab. - To edit the shipping address, select the **Shipping Address** tab. **Note:** If the customer has only one address for billing or shipping, you can’t delete the address. 1. Select **Save**. ## Video tutorial [Roc Services Video Support - Getting Started - Customer Database Setup (4/5)](https://www.youtube-nocookie.com/embed/7JkIg8_pkRY) ## Related articles - [Add a customer on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-a-customer-on-the-roc-services-mobile-app.md) - [Run a sale with a customer's saved card on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md) --- # Edit a user in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-user Roc Services web portal > **Note**: The steps in this article apply only to the web app. You can use Roc Services to edit a user's details and their privileges. To view the list of user privileges, go to [User privileges](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/user-privileges.md). ## Edit a user's details 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Users**. 3. Select the first name of the user that you want to edit. 4. Edit the user’s details. 5. (Optional) To reset the user’s password, turn on the **Reset Password** toggle. 6. Select **Save**. ## Edit a user’s privileges 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Users**. 3. Select the first name of the user that you want to edit. 4. Select the **Privileges** tab. 5. Edit the user's privileges: - To add a privilege, select the checkbox beside the privilege. - To remove a privilege, clear the checkbox beside the privilege. 6. Select **Save.** ## Video tutorial [Roc Services Video Support - Getting Started - User Management (5/5)](https://www.youtube-nocookie.com/embed/FZBPP0QEmQg) ## Related articles - [Add a user to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-user.md) - [Delete a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/delete-a-self-care-portal-user.md) --- # Account management Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management Manage your account settings ## Articles - [User privileges in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/user-privileges.md) - [Add a user to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-user.md) - [Edit a user in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-user.md) - [Add a customer to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md) - [Edit a customer's details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-customers-details.md) - [Add your own payment method to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-your-own-payment-method.md) --- # User privileges in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/user-privileges Roc Services web portal User privileges control the features that each user can access in Roc Services. > **Note**: For more information on how to make changes to user privileges, go to [Edit a user's privileges](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-user.md). The following table shows the list of privileges that you can assign to a user: | Privilege | Allow the user to | | --- | --- | | Access Dashboard | Access the dashboard. | | Access Reports | Access reports. | | Access Settings | Access and edit Roc Services settings. | | Add Users | View, add, and edit other users. | | View Catalog | View the catalog from the virtual terminal. | | Add Item Access | Add and edit catalog items from the virtual terminal. | | View & Create Estimates | View, create, and edit estimates from the Estimates page. | | View Orders by User Only | View only their own invoices. | | View Transaction History | View paid invoices from the Transaction History tab in the virtual terminal. | | Refund Access | Partially refund or fully refund a paid invoice from the Transaction History tab in the virtual terminal. | | Allow User to delete invoice | Delete unpaid invoices. | | View & Create Subscriptions | View, create, and edit subscriptions. | | Access QuickBooks Online | Access and manage QuickBooks Online credentials and configurations. | | Create Appointments | Create new appointments. | | View Appointments By User Only | View only their own appointments. | | Delete Appointments | Delete appointments. | | Edit Appointments | Edit the details of an appointment and complete an appointment. | | Assign Technician | Assign a Technician to an appointment. | ## Recommended privileges by task You can assign different privileges to a user depending on their role in your organization. The following examples show the privileges that you should assign to a user who is a: - **Technician** – Create and manage their own appointments, estimates, and invoices. - **Administrator** – Access platform tools and manage other Technicians, including their appointments, estimates, and invoices. ### Recommended privileges for a Technician For a Technician, assign the following privileges: - View Catalog - View Orders by User Only - View & Create Estimates - Create Appointments - View Appointments By User Only - Delete Appointments - Edit Appointments - Assign Technician ### Recommended privileges for an Administrator For an Administrator, assign all privileges except the following privileges: - View Orders by User Only - View Appointments By User Only - Access QuickBooks Online ## Related articles - [Add a user to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-user.md) - [Delete a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/delete-a-self-care-portal-user.md) --- # Cancel or delete an appointment in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/cancel-or-delete-an-appointment Roc Services web portal > **Note:** The steps in this article apply only to the web app. You can use Roc Services to cancel or delete an appointment. After you complete an appointment, you can’t cancel or delete it. You also can’t delete an appointment that is part of a recurring series. When you cancel an appointment, you can still view the appointment, but you can't edit it. When you delete an appointment, we remove it from the system, and you can't view it. ## Cancel an appointment 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Select the appointment that you want to cancel. 4. Select **Cancel**. 5. To confirm that you want to cancel the appointment, select **Continue**. After you cancel an appointment, its status changes to Canceled and we notify the customer about the cancellation. ## Delete an appointment 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Select the appointment that you want to delete. 4. Select **Delete**. 5. To confirm that you want to delete the appointment, select **Continue**. ## Video tutorial [Roc Services Video Support - Scheduling - Booking Appointments / Scheduler (2/3)](https://www.youtube-nocookie.com/embed/pkxOfsqOZPg) ## Related articles - [Edit an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md) - [View an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-an-appointment.md) - [Complete an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/complete-an-appointment.md) --- # Change the default reminder time in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/change-the-default-reminde-time Roc Services web portal You can use Roc Services to set the default time that we send reminders to your customers before an appointment. We automatically apply this default reminder time to all your appointments. To change the default reminder time, complete the following steps: 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Settings**, and then select **Scheduling Reminder**. 3. From the By Text Message dropdown menu, select how long before an appointment that you want us to send an SMS reminder to your customer. 4. From the By Email dropdown menu, select how long before an appointment that you want us to send an email reminder to your customer. 5. Select **Save**. ## Video tutorial [Roc Services Video Support - Getting Started - Settings & Customization (3/5)](https://www.youtube-nocookie.com/embed/b61o-Qh8Qoo) ## Related articles - [Create an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice.md) - [Create and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate.md) --- # Complete an appointment in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/complete-an-appointment Roc Services web portal **Note:** The steps in this article apply only to the Roc Services web portal. After you attend an appointment, you can use Roc Services to complete the appointment and choose how you want to handle the estimate or invoice. When you complete an appointment, the appointment status changes to Completed and we notify the customer. The steps that you need to follow depend on whether the appointment includes an estimate or the appointment is linked to an existing invoice. ## Appointment includes an estimate If the appointment includes an estimate, you can choose one of the following options: - **Create and send the invoice** – You can update the estimate, create an invoice, and then send the invoice to the customer. - **Save the estimate** – You can update the estimate and save it. After you save the estimate, you can create an invoice later from the **Estimates** page. ### Create and send the invoice 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Select the appointment that you want to complete. 4. Select **Mark as Completed**. 5. Review and update the estimate. You can update the following details: - Customer’s email - Customer’s phone number - Catalog items - Discount - Note - Attachment 6. Select **Convert to Invoice**. 7. In the Net Term field, select the number of days you expect the customer to pay the invoice within. 8. Select **OK**. ### Save the estimate 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Select the appointment that you want to complete. 4. Select **Mark as Completed**. 5. Review and update the estimate. You can update the following details: - Customer’s email - Customer’s phone number - Catalog items - Discount - Note - Attachment 6. Select **Save**. ## Appointment is linked to an existing invoice If the appointment is linked to an existing invoice and you complete the appointment, we automatically send the invoice to the customer. To complete the appointment and send the invoice, complete the following steps: 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Select the appointment that you want to complete. 4. Select **Mark as Completed**. 5. (Optional) To send the invoice receipt, complete the following steps: 1. Select **Send Receipt**. 2. Enter the customer's email or phone number. 3. Select **Share**. 6. (Optional) To print the invoice receipt, select **Print**. ## Video tutorial [Roc Services Video Support - Scheduling - Closing out a Completed Appointment (3/3)](https://www.youtube-nocookie.com/embed/LDfxxEroIA4) ## Related articles - [Create an appointment and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-send-an-estimate.md) - [Edit an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md) - [Cancel or delete an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/cancel-or-delete-an-appointment.md) --- # Create an appointment and link it to an existing invoice in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-link-it-to-an-existing-invoice Roc Services web portal **Note:** The steps in this article apply only to the Roc Services web portal. You can use Roc Services to create an appointment and link it to an invoice that you previously created. If you don't have an existing invoice, go to [Create an appointment and send an estimate](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-send-an-estimate.md). To create an appointment and link it to an existing invoice, complete the following steps: 1. Set up the appointment. 2. Select the appointment type. 3. Configure customer alerts. 4. Link an existing invoice. 5. (Optional) Add notes and attachments. 6. Review the appointment. **Note:** After you attend an appointment, you need to mark the appointment as completed. For more information about how to complete an appointment, go to [Complete an appointment](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/complete-an-appointment.md). ## Step 1. Set up the appointment 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Select **Create New**. 4. In the Appointment Title box, enter the name of the appointment 5. In the Instructions box, enter the special instructions for the appointment. The customer can view the special instructions in their appointment notification. 6. In the Assign Customer field, select **+** , and then [add a customer](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md) or select an existing customer. 7. In the Assign Technician field, select **+** , and then select a Technician. 8. In the Address field, select the address where the appointment takes place. 9. In the Block Time field, select **+** to adjust the duration of the appointment. ## Step 2. Select the appointment type You can create a one-time appointment or a recurring appointment. ### Create a one-time appointment 1. Select **One Time Job**. 2. Select the date and time of the appointment. ### Create a recurring appointment 1. Select **Recurring Job**. 2. Select the start date and end date. 3. Select the start time and end time. 4. From the **Type** dropdown menu, select how often the appointment repeats. 5. (Optional) If the appointment repeats weekly or monthly, from the **Select Date / Days** dropdown menu, select which day or date that the appointment repeats. 6. (Optional) To specify dates when the appointment shouldn’t take place, in the Exception section, select **Add**. 7. (Optional) To view the first 10 appointments in the recurring series, select **Preview**. 8. Select **Save**. ## Step 3. Configure customer alerts In the Alert section, choose if you want us to send appointment notifications and reminders to the customer: - **Appointment notifications** – Notify the customer when you create, cancel, and complete an appointment. - **Appointment reminders** – Remind the customer about an upcoming appointment. To send both the notifications and a reminder by email, complete the following steps: 1. Turn on **Email Alert**. 2. Enter the customer’s email address. 3. From the Reminder At (email) dropdown menu, select how long before an appointment you want us to send an email reminder to the customer. To send both the notifications and a reminder by SMS, complete the following steps: 1. Turn on **SMS Alert**. 2. Enter the customer’s contact number. 3. From the Reminder At (sms) dropdown menu, select how long before an appointment you want us to send an SMS reminder to the customer. ## Step 4. Link an existing invoice - In the Invoicing section, select **Assign Invoice** , and then select the invoice that you want to assign to the appointment. ## Step 5. (Optional) Add notes and attachments 1. In the Internal Notes box, add a note about the appointment. Only the Technician can view the internal notes. 2. To add an attachment that the customer can view, select **Add Attachment**. You can add only one attachment in .pdf, .png, .jpg, .jpeg, .doc, or .csv format. ## Step 6. Review the appointment After you have entered all the information for the appointment, you can complete one of the following actions: - Send the invoice and appointment confirmation. - Save the appointment. ### Send the invoice and appointment confirmation 1. Select **Save & Send**. 2. Specify an arrival window of up to three hours from the start time of the appointment. 3. Select **Next**. 4. Review the notification content and make changes if needed. 5. Select **Send**. ### Save the appointment - Select **Save**. ## Video tutorial [Roc Services Video Support - Scheduling - Booking Appointments / Scheduler (2/3)](https://www.youtube-nocookie.com/embed/pkxOfsqOZPg) ## Related articles - [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md) - [Create and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate.md) - [View a customer's appointments in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-a-customers-appointments.md) - [Create an appointment and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-send-an-estimate.md) --- # Create an appointment and send an estimate in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-send-an-estimate Roc Services web portal **Note:** The steps in this article apply only to the Roc Services web portal. You can use Roc Services to create an appointment and send an estimate to a customer. After you complete the appointment, you can convert the estimate into an invoice and send it to the customer. If you want to create an appointment and link it to an existing invoice, go to [Create an appointment and link it to an existing invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-link-it-to-an-existing-invoice.md). To create an appointment and send an estimate, complete the following steps: 1. Set up the appointment. 2. Select the appointment type. 3. Configure customer alerts. 4. Set up an invoice reminder. 5. Create an estimate. 6. (Optional) Add notes and attachments. 7. Review the appointment. **Note:** After you attend an appointment, you need to mark the appointment as completed. For more information about how to complete an appointment, go to [Complete an appointment](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/complete-an-appointment.md). ## Step 1. Set up the appointment 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Select **Create New**. 4. In the Appointment Title box, enter the name of the appointment 5. In the Instructions box, enter the special instructions for the appointment. The customer can view the special instructions in their appointment notification. 6. In the Assign Customer field, select **+** , and then [add a customer](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md) or select an existing customer. 7. In the Assign Technician field, select **+** , and then select a Technician. 8. In the Address field, select the address where the appointment takes place. 9. In the Block Time field, select **+** to adjust the duration of the appointment. ## Step 2. Select the appointment type You can create a one-time appointment or a recurring appointment. ### Create a one-time appointment 1. Select **One Time Job**. 2. Select the date and time of the appointment. ### Create a recurring appointment 1. Select **Recurring Job**. 2. Select the start date and end date. 3. Select the start time and end time. 4. From the **Type** dropdown menu, select how often the appointment repeats. 5. (Optional) If the appointment repeats weekly or monthly, from the **Select Date / Days** dropdown menu, select which day or date that the appointment repeats. 6. (Optional) To specify dates when the appointment shouldn’t take place, in the Exception section, select **Add**. 7. (Optional) To view the first 10 appointments in the recurring series, select **Preview**. 8. Select **Save**. ## Step 3. Configure customer alerts In the Alert section, choose if you want us to send appointment notifications and reminders to the customer: - **Appointment notifications** – Notify the customer when you create, cancel, and complete an appointment. - **Appointment reminders** – Remind the customer about an upcoming appointment. To send both the notifications and a reminder by email, complete the following steps: 1. Turn on **Email Alert**. 2. Enter the customer’s email address. 3. From the Reminder At (email) dropdown menu, select how long before an appointment you want us to send an email reminder to the customer. To send both the notifications and a reminder by SMS, complete the following steps: 1. Turn on **SMS Alert**. 2. Enter the customer’s contact number. 3. From the Reminder At (sms) dropdown menu, select how long before an appointment you want us to send an SMS reminder to the customer. ## Step 4. Set up an invoice reminder - In the Invoicing section, select **Remind me to generate the invoice when completing the appointment**. ## Step 5. Create an estimate 1. To add an item to the estimate, use one of the following methods: - Use the search box to find an item in the catalog. - Select  **Show Catalog**  to browse the catalog. - Select  **Add Quick Item**  to add and edit a custom item. 2. (Optional) To add a discount, complete the following steps: - From the % dropdown menu, select the type of discount. - In the Discount Value field, enter a value for the discount. - Select  **Apply**. ## Step 6. (Optional) Add notes and attachments 1. In the Internal Notes box, add a note about the appointment. Only the Technician can view the internal notes. 2. To add an attachment that the customer can view, select **Add Attachment**. You can add only one attachment in .pdf, .png, .jpg, .jpeg, .doc, or .csv format. ## Step 7. Review the appointment After you have entered all the information for the appointment, you can complete one of the following actions: - Send the estimate and appointment confirmation. - Send only the appointment confirmation. - Save the appointment. ### Send the estimate and appointment confirmation 1. Select **Send Estimate/Appointment**. 2. Specify an arrival window of up to three hours from the start time of the appointment. 3. Select **Next**. 4. Review the notification content and make changes if needed. 5. Select **Send**. ### Send only the appointment confirmation 1. Select **Notify**. 2. Specify an arrival window of up to three hours from the start time of the appointment. 3. Select **Save**. 4. Review the notification content and make changes if needed. 5. Select **Send**. ### Save the appointment - Select **Save**. ## Video tutorial [Roc Services Video Support - Scheduling - Booking Appointments / Scheduler (2/3)](https://www.youtube-nocookie.com/embed/pkxOfsqOZPg) ## Related articles - [Create and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate.md) - [Convert an estimate to an invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md) --- # Edit an appointment in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment Roc Services web portal > **Note:** The steps in this article apply only to the web app. You can use Roc Services to edit the details of an appointment that you haven't yet completed or canceled. You can't do the following actions when you edit an appointment: - Change the assigned customer. - Convert a recurring appointment into a one-time appointment. - Assign an existing invoice if you have configured the appointment to generate a new invoice. To edit an appointment, complete the following steps: 1. [Edit the appointment](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md#step-1-edit-the-appointment-0). 2. [Review the appointment](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md#step-2-review-the-appointment-1). ## Step 1. Edit the appointment 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the side menu, select **Schedule**. 3. Locate the appointment that you want to edit. 4. Select **Edit Details**. 5. Edit the appointment details. ## Step 2. Review the appointment The steps that you need to follow depend on whether the appointment includes an estimate or the appointment is linked to an existing invoice. ### Appointment includes an estimate If you have an appointment that includes an estimate, complete one of the following actions: - To save the appointment without sending the estimate and appointment notification, select **Save**. - To send the estimate and appointment notification, complete the following steps: 1. Select **Send Estimate/Appointment**. 2. Specify an arrival window of up to three hours from the start time of the appointment. 3. Select **Next**. 4. Review the notification content. 5. Select **Send**. - To send only the appointment notification, complete the following steps: 1. Select **Notify**. 2. Specify an arrival window of up to three hours from the start time of the appointment. 3. Select **Save**. 4. Review the notification content. 5. Select **Send**. ### Appointment is linked to an existing invoice If you have an appointment that is linked to an existing invoice, complete one of the following actions: - To save the appointment without sending the invoice and appointment notification, select **Save**. - To send the invoice and appointment notification, complete the following steps: 1. Select **Save & Send**. 2. Specify an arrival window of up to three hours from the start time of the appointment. 3. Select **Next**. 4. Review the notification content. 5. Select **Send**. ## Related articles - [View an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-an-appointment.md) - [View a customer's appointments in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-a-customers-appointments.md) --- # Appointments Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments Schedule and manage your appointments. ## Articles - [Create an appointment and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-send-an-estimate.md) - [Create an appointment and link it to an existing invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-link-it-to-an-existing-invoice.md) - [Complete an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/complete-an-appointment.md) - [View an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-an-appointment.md) - [View a customer's appointments in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-a-customers-appointments.md) - [Edit an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md) - [Cancel or delete an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/cancel-or-delete-an-appointment.md) - [Change the default reminder time in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/change-the-default-reminde-time.md) --- # View a customer's appointments in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-a-customers-appointments Roc Services web portal > **Note:** The steps in this article apply only to the web app. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Customers**. 3. Select the first name of the customer. 4. Select the **Appointments** tab. 5. (Optional) To view the appointments over a range of dates, complete the following steps: 1. Select the date. 2. Choose the date range. 3. Select **Apply**. 6. (Optional) To view more information about an appointment, from the Actions column, select ⋯, and then complete one of the following steps: - If you have completed or canceled the appointment, select **View**. - If you haven't completed the appointment, select **Edit**. ## Video tutorial [Roc Services Video Support - Getting Started - Customer Database Setup (4/5)](https://www.youtube-nocookie.com/embed/7JkIg8_pkRY) ## Related articles - [View an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-an-appointment.md) - [Cancel or delete an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/cancel-or-delete-an-appointment.md) --- # View an appointment in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-an-appointment Roc Services web portal > **Note:** The steps in this article apply only to the web app. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Schedule**. 3. Select the appointment that you want to view. 4. (Optional) To view more information about the appointment, complete one of the following steps: - If you have completed or canceled the appointment, select **View Details**. - If you haven't completed the appointment, select **Edit Details**. ## Related articles - [Edit an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md) - [Create an appointment and link it to an existing invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-link-it-to-an-existing-invoice.md) --- # Convert an estimate to an invoice in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice Roc Services web portal After a customer approves an estimate, you can use the Roc Services web portal to convert the estimate to an invoice and send the invoice to the customer. To convert an estimate to an invoice and send it to a customer, complete the following steps: 1. [Convert an estimate to an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md#step-1-convert-an-estimate-to-an-invoice-0). 2. [(Optional) Send the invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md#optional-step-2-send-the-invoice-1). ## Step 1: Convert an estimate to an invoice 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Estimates**. 3. (Optional) Use the filter to search for the estimate. 4. From the Status column, confirm that the status of the estimate is set to **Approved**. 5. From the Action column, select ![Convert](https://support.payroc.com/assets/31ea2ba8e806a371.png). 6. From the Net Term dropdown menu, select the number of days that the customer has to pay the invoice within. 7. Select **OK**. ## (Optional) Step 2: Send the invoice 1. From the navigation menu, select **Invoices**. 2. (Optional) Use the filter to search for the invoice. 3. From the **Action** dropdown menu, select **Share Invoice**. 4. Choose how you want to send the invoice: - To send the invoice by email, enter the customer's email address in the Email box. - To send the invoice by SMS, enter the customer's phone number in the Mobile box. 5. Select **Share**. ## Related articles - [Create an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice.md) - [View and download an invoice from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/view-and-download-an-invoice.md) - [Create an appointment and link it to an existing invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-link-it-to-an-existing-invoice.md) --- # Create an invoice Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice Roc Services web portal **Note:** The steps in this article 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 1. On the main menu, select  **Invoices** , and then select  **Create New Invoice**. 2. From the Net Term menu, select the number of days until payment is due. 3. To add a customer, complete the following steps: 1. Select ![Add](https://support.payroc.com/assets/dbfe4b8084d552f5.png), and then select  **Add Customer**. 2. Enter the following details about the customer: 3. Name 4. Email address 5. (Optional) Other contact details 6. (Optional) Address details 7. Select  **Save**. 4. Add an item to the invoice using one of the following three methods: - Use the search box to find an item in the catalog. - Select  **Show Catalog**  to browse the catalog. - Select  **Add Quick Item**  to add and edit a custom item. 5. (Optional) Type a custom note in the Note field. 6. (Optional) To add an attachment, select  **Add Attachment**. 7. (Optional) To add a discount, complete the following steps: 1. From the Discount % menu, select the type of discount. 2. In the Total Amount field, enter a discount value. 3. Select  **Apply**. 8. Select  **Generate Invoice**. ## Request a deposit 1. From the Invoice menu, select an unpaid invoice. 2. Select  **REQUEST DEPOSIT**. 3. Select the type of deposit that you want to request: - Percentage - Flat amount - Total due 4. Enter the value that you want to request. 5. Select  **Request Deposit**. ## Video tutorial [Roc Services Video Support - Payments & More - Creating Invoices](https://www.youtube-nocookie.com/embed/0QUmYiupPKY) ## Related articles - [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md) - [Create and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate.md) --- # Create and send an estimate in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate Roc Services web portal Use the Roc Services web portal to create an estimate and send it to a customer for approval. > **Note**: Before you create an estimate, you must add the customer. For more information about how to add a customer, go to [Add a customer](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md). 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Estimates**. 3. Select **Create New Estimate**. 4. In the To box, select **+**, and then select the customer that the estimate applies to. 5. To add an item to the estimate, use one of the following methods: - To search for a catalog item, enter the item name in the search box, and then select the item from the results. - To browse the catalog, select **Show Catalog**, and then select the item that you want to add. - To add a custom item, select **Add Quick Item**, and then enter the item details. 6. (Optional) To add a discount, complete the following steps: 1. From the % dropdown menu, select the type of discount. 2. In the Discount Value box, enter a value for the discount. 3. Select **Apply**. 7. Select **Save & Send**. After the customer approves the estimate, you can convert the estimate to an invoice to collect payments. For more information about how to convert an estimate to an invoice, go to [Convert an estimate to an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md). ## Related articles - [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md) - [Convert an estimate to an invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md) --- # Create and send an invoice from the Virtual Terminal in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal Roc Services web portal You can use the Virtual Terminal in the Roc Services web portal to create and send an invoice to a customer to request a payment. To create and send an invoice from the Virtual Terminal, complete the following steps: 1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md#step-1-open-the-virtual-terminal-0). 2. [Add items to the invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md#step-2-add-items-to-the-invoice-1). 3. [Send the invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md#step-3-send-the-invoice-4). ## Step 1: Open the Virtual Terminal 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. (Optional) To assign a customer to the invoice, select **Assign Customer**, and then choose one of the following options: - To select an existing customer, select the customer from the list. - To add a new customer, complete the following steps: 1. Select **Add Customer**. 2. Enter the customer's details. 3. Select **Save**. ## Step 2: Add items to the invoice When you create an invoice, you can add one or more items. There are two types of items that you can add: - [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md#add-a-quick-item-2) - A one-time item that you can create and add to the invoice. - [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md#add-a-catalog-item-3) - A commonly sold item in your catalog that you can reuse across multiple invoices. > **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md). ### Add a quick item For each item that you want to add, complete the following steps: 1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item. 2. Select **+**. 3. (Optional) To edit the item name, hover over the item, and then select ![Edit](https://support.payroc.com/assets/3d05c433ee93d821.png). ### Add a catalog item For each catalog item that you want to add, complete the following steps: 1. Select the **Catalog** tab. 2. Select the category. 3. Select the catalog item that you want to add. ## Step 3: Send the invoice 1. Select **Charge**. 2. Select **Send Invoice**. 3. From the Net Term dropdown menu, select the number of days you want the customer to pay the invoice within. 4. In the Customer Name box, enter the customer's name. 5. (Optional) In the Customer Email box, enter the customer's email address. 6. (Optional) In the **Customer Phone No.** box, enter the customer's phone number. 7. Select **Send Invoice**. ## Related articles - [Create an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice.md) - [Convert an estimate to an invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md) --- # Estimates and invoices Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices Create and send estimates and invoices. ## Articles - [Create and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate.md) - [Create an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice.md) - [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md) - [Convert an estimate to an invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md) - [Create an appointment and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-send-an-estimate.md) - [Create an appointment and link it to an existing invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-link-it-to-an-existing-invoice.md) --- # I forgot my password for Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/i-forgot-my-password-for-roc-services If you forgot your password, complete the following steps: 1. Select **Forgot Password?**. 2. Enter your email address. 3. Select **Send Email**. We then send you an email that contains instructions to reset your password. ## Video tutorial [Roc Services Video Support - Getting Started - Admin Setup (1/5)](https://www.youtube-nocookie.com/embed/tZis5ho7ypo) ## Related articles - [Add a new user on your AXIUM device](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/add-a-new-user.md) - [What is a 1099-K?](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k.md) - [Roc Terminal+ Master Passcode](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/roc-terminal-master-passcode.md) - [Add a predefined tip amount in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-predefined-tip-amount.md) --- # Getting started Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started Learn how to access and navigate the Roc Services web portal. ## Articles - [Log in to the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/log-in-to-roc-services.md) - [I forgot my password for Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/i-forgot-my-password-for-roc-services.md) --- # Log in to the Roc Services web portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/log-in-to-roc-services Roc Services web portal 1. Go to [https://services.rocpos.com/](https://services.rocpos.com/). 2. Enter your email address or username. **Note:** Email address are case sensitive. If you sign in with your email, make sure you use the correct capitalization. 1. Enter your password. 2. Select **Login**. ## Video tutorial [Roc Services Video Support - Getting Started - Admin Setup (1/5)](https://www.youtube-nocookie.com/embed/tZis5ho7ypo) ## Related articles - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) - [I forgot my password for Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/i-forgot-my-password-for-roc-services.md) --- # Web portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal Manage estimates, invoices, and appointments from your desktop. ## Categories - [Getting started](https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started.md) — Learn how to access and navigate the Roc Services web portal. - [Account management](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management.md) — Manage your account settings - [Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal.md) — Accept payments with the Virtual Terminal. - [Estimates and invoices](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices.md) — Create and send estimates and invoices. - [Appointments](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments.md) — Schedule and manage your appointments. - [Subscriptions](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions.md) — Take repeat payments from customers. - [Transaction management](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management.md) — Manage your transactions. --- # Create and assign a subscription plan on the Roc Services web portal Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal Roc Services web portal You can use the Roc Services web portal to create a subscription plan and assign it to one or more customers. With subscriptions, you can automatically collect payments from your customers on a recurring schedule. > **Note:** Before you assign a subscription plan, you must add the customer. For more information about how to add a customer, go to [Add a customer](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md). To create and assign a subscription plan, complete the following steps: 1. [Create a subscription plan](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md#step-1-create-a-subscription-plan-0). 2. [Assign the plan to a customer](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md#step-2-assign-the-plan-to-a-customer-1). 3. [Enter the subscription details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md#step-3-enter-the-subscription-details-2). 4. [Activate the subscription](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md#step-4-activate-the-subscription-3). ## Step 1: Create a subscription plan 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Subscriptions**. 3. Select **Create New Plan**. 4. Enter the plan details: - **Plan Name** - Name of the subscription plan. - **Frequency** - Indicates how often the payment repeats. Select one of the following options: - **WEEKLY** - Payment repeats once a week. - **BIWEEKLY** - Payment repeats once every two weeks. - **MONTHLY** - Payment repeats once a month. - **QUARTERLY** - Payment repeats once every three months. - **ANNUALLY** - Payment repeats once a year. - **Amount** - Amount that customers pay for each billing cycle of the subscription. - **Plan Description** - Description of the plan. 5. Select **Save**. ## Step 2: Assign the plan to a customer 1. From the navigation menu, select **Customers**. 2. Select the customer that you want to assign the subscription plan to. 3. Select the **Subscriptions** tab. 4. Select **Assign Plan**. ## Step 3: Enter the subscription details 1. From the Plan dropdown menu, select the subscription plan that you want to assign to the customer. 2. From the Discount Type dropdown menu, select the type of discount that you want to apply to the subscription. 3. In the Discount box, enter the discount as a dollar amount or as a percentage. 4. In the Start Date box, select the start date of the subscription. 5. From the Until dropdown menu, select how you want the subscription to end: - **Canceled** - Subscription continues until you cancel it. - **End Date** - Subscription ends on a specific date. If you select **End Date**, you must also select the end date of the subscription. 6. In the Card Details section, select one of the following payment methods: - To use a saved payment method, from the Saved Card dropdown menu, select the customer's saved card or bank account. - To add a card, complete the following steps: 1. Select **Add Card**. 2. Enter the customer's card details. 3. Select **Register**. 4. From the Saved Card dropdown menu, select the card that you added. - To add a bank account, complete the following steps: 1. Select **Add ACH**. 2. Enter the customer's bank account details. 3. Select **Register**. 4. From the Saved Card dropdown menu, select the bank account that you added. 7. Select the **Cardholder has given verbal or written permission to save profile and all associated cards** checkbox. 8. Select **Save**. ## Step 4: Activate the subscription 1. In the **Subscriptions** tab, locate the subscription that you want to activate. 2. From the Action column, turn on the toggle. ## Related articles - [Pause, deactivate, or activate a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/pause-deactivate-or-activate-a-subscription.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) - [Refund a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/refund-a-subscription-payment.md) --- # Subscriptions Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions Take repeat payments from customers. ## Articles - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) --- # Add a discount code in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-discount-code Roc Services web portal > **Note:** The steps in this article apply only to the web app. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Settings**, and then select **Discounts**. 3. Select **Edit**, and then select **Add New**. 4. From the Discount Type menu, select one of the following discount types: - **PCT** – Percentage discount - **AMT** – Dollar amount 5. In the Discount Code text box, enter the discount code that you want to set for the discount. 6. In the Discount Value text box, enter a value for the discount. 7. In the Discount Label text box, enter the name of the discount. 8. Select the **Status** checkbox. 9. Select **Save**, and then select **Close**. ## Video tutorial [Roc Services Video Support - Getting Started - Settings & Customization (3/5)](https://www.youtube-nocookie.com/embed/b61o-Qh8Qoo) ## Related articles - [Edit a discount code in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-discount-code.md) - [Add a tax in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-tax.md) --- # Add a predefined net term in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-predefined-net-term Roc Services web portal > **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 list of options, complete the following steps: 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Settings**, and then select **Predefined Net Terms**. 3. Select **Edit**, and then select **Add New**. 4. In the Net Term In Days text box, enter a value for the net term. 5. Select the **Status** checkbox. 6. Select **Save**, and then select **Close**. ## Video tutorial [Roc Services Video Support - Getting Started - Settings & Customization (3/5)](https://www.youtube-nocookie.com/embed/b61o-Qh8Qoo) ## Related articles - [Edit a predefined net term in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-predefined-net-term.md) - [Add your own payment method to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-your-own-payment-method.md) - [Create secure tokens on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/secure-tokens/create-secure-tokens-on-the-self-care-portal.md) --- # Add a predefined tip amount in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-predefined-tip-amount Roc Services web portal > **Note:** The steps in this article apply only to the web app. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Settings**, and then select **Predefined Tips**. 3. Select **Edit**, and then select **Add New**. 4. In the Tip Label text box, type the name of the tip amount. 5. In the Value (%) text box, enter a value for the tip amount. 6. To allow your customers to provide a custom tip amount, select **Custom Tip**. 7. Select the **Status** checkbox. 8. Select **Save**, and then select **Close**. ## Video tutorial [Roc Services Video Support - Getting Started - Settings & Customization (3/5)](https://www.youtube-nocookie.com/embed/b61o-Qh8Qoo) ## Related articles - [Edit a predefined tip in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-predefined-tip.md) - [Set up tip reporting for your staff members on a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md) --- # Add a tax in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-tax Roc Services web portal > **Note:** The steps in this article apply only to the web app. 1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/). 2. On the main menu, select **Settings**, and then select **Tax**. 3. Select **Edit**, and then select **Add New**. 4. In the Tax Class Name text box, type the name of the tax. 5. In the Tax Rate (%) text box, enter a value for the tax percentage. 6. (Optional) To make this tax the default tax, select the **Default** radio button. 7. Select the **Status** checkbox. 8. Select **Save**, and then select **Close**. ## Video tutorial [Roc Services Video Support - Getting Started - Settings & Customization (3/5)](https://www.youtube-nocookie.com/embed/b61o-Qh8Qoo) ## Related articles - [Create a tax on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-a-tax-on-the-self-care-portal.md) - [Apply a tax to a Virtual Terminal sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/apply-a-tax-to-a-virtual-terminal-sale-on-the-self-care-portal.md) --- # Create a catalog item in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item Roc Services web portal > **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, complete the following steps: 1. [Create a super category](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md#step-1-create-a-super-category-0). 2. [Create a category](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md#step-2-create-a-category-1). 3. [Add an item to the category](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md#step-3-add-an-item-to-the-category-2). > **Note:** If you've already added a category, go to [Step 3. Add an item to the category](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md#step-3-add-an-item-to-the-category-2). ## Step 1. Create a super category 1. On the main menu, select **Virtual Terminal**, and then select **Catalog**. 2. Select ![Add](https://support.payroc.com/assets/0987f30c6eedb58c.png). 3. Select **Add Super Category**, and then select **Add Super Category** again. 4. In the Super Category Name text box, enter a name for the super category. 5. Select **Save**. ## Step 2. Create a category 1. On the main menu, select **Virtual Terminal**, and then select **Catalog**. 2. Select ![Add](https://support.payroc.com/assets/0987f30c6eedb58c.png). 3. In the Category Name text box, enter the name of the category. 4. From the Super Category menu, select the super category. 5. From the Tax menu, select the tax that you want to apply to the items in the category. 6. To upload an image, select **Upload Image**. 7. Select **Save**. ## Step 3. Add an item to the category 1. On the main menu, select **Virtual Terminal**, and then select **Catalog**. 2. From the list of categories, select the category that you want to add the item to, and then select ![Add](https://support.payroc.com/assets/0987f30c6eedb58c.png). 3. In the Item Name text box, enter the name of the item. 4. In the Item Price text box, enter the price of the item. 5. (Optional) To upload an image, select **Upload Image**. 6. (Optional) If you want to apply a different tax to the item, use the Item Tax menu to select the tax that you want to apply to the items. 7. Select **Save**. ## Video tutorial [Roc Services Video Support - Payments & More - Product & Service Catalog Setup](https://www.youtube-nocookie.com/embed/-JwIm0RpO0M) ## Related articles - [Create an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice.md) - [Add an item to the catalog on Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-an-item-to-the-catalog-on-roc-services-mobile-app.md) --- # Delete an open order from Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/delete-an-unpaid-order Roc Services web portal You can delete an open order from Roc Services. An open order is an unpaid order. > **Important**: If you delete an order, you can't recover it. 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. Select the **Open Orders** tab. 4. From the list, select the open order you want to delete. 5. Select ![Delete](https://support.payroc.com/assets/a2363394791afd94.png). 6. Select **Continue**. A notification appears to confirm that you have deleted the order. ![Order Deleted! confirmation notification](https://support.payroc.com/assets/39fa4c63f300d10c.png) ## Related articles - [Create and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # Edit a discount code in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-discount-code Roc Services web portal To edit a discount code that you previously created, complete the following steps: 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Settings**, and then select **Discounts**. 3. Select **Edit**. 4. Update the discount. You can change the following: - **Discount type** - Indicates how the discount applies to the transaction. The value is one of the following: - **AMT** - Dollar amount. - **PCT** - Percentage. - **Discount value** - Value of the discount as a dollar amount (AMT) or percentage (PCT). - **Display label** - Label that identifies the discount when you apply it. - **Status** - Indicates whether the discount code is available to apply to transactions. 5. Select **Save Changes**. A confirmation dialog displays **Discounts updated successfully**. ## Video tutorial [Roc Services Video Support - Getting Started - Customer Database Setup (4/5)](https://www.youtube-nocookie.com/embed/7JkIg8_pkRY) ## Related articles - [Add a discount code in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-discount-code.md) - [Add your own payment method to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-your-own-payment-method.md) --- # Edit a predefined net term in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-predefined-net-term Roc Services web portal To update a net term that you previously created, complete the following steps: 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Settings**, and then select **Predefined Net Terms**. 3. Select **Edit**. 4. Update the predefined net term. You can change the following: - **Net Terms in Days** - Number of days you expect the customer to pay their invoice within. - **Status** - Indicates whether the net term is available to apply to invoices. 5. Select **Save Changes**. A confirmation dialog displays **Predefined Net Terms updated successfully**. ## Video tutorial [Roc Services Video Support - Getting Started - Customer Database Setup (4/5)](https://www.youtube-nocookie.com/embed/7JkIg8_pkRY) ## Related articles - [Edit a predefined tip in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-predefined-tip.md) - [Add your own payment method to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-your-own-payment-method.md) --- # Edit a predefined tip in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-predefined-tip Roc Services web portal To edit a predefined tip that you previously created, complete the following steps: 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Settings**, and then select **Predefined Tips**. 3. Select **Edit**. 4. Update the predefined tip. You can change the following: - **Tip Label** - Name of the tip. - **Value (%)** - Amount of the tip as a percentage of the transaction. - **Custom Tip** - Indicates whether the tip value can be customized before applying it to a transaction. - **Status** - Indicates whether the tip is available to apply to transactions. 5. Select **Save Changes**. A confirmation dialog displays **Predefined Tips updated successfully**. ## Video tutorial [Roc Services Video Support - Getting Started - Customer Database Setup (4/5)](https://www.youtube-nocookie.com/embed/7JkIg8_pkRY) ## Related articles - [Add your own payment method to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-your-own-payment-method.md) --- # Transaction management Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management Manage your transactions. ## Articles - [Create a catalog item in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) - [Add a tax in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-tax.md) - [Add a discount code in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-discount-code.md) - [Edit a discount code in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-discount-code.md) - [Add a predefined tip amount in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-predefined-tip-amount.md) - [Edit a predefined net term in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-predefined-net-term.md) - [Edit a predefined tip in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/edit-a-predefined-tip.md) - [Add a predefined net term in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/add-a-predefined-net-term.md) - [Delete an open order from Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/delete-an-unpaid-order.md) --- # View your transaction report in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report Roc Services web portal You can use the Roc Services web portal to view a summary of your transactions for a specific date or a date range. 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Reports**. 3. Select **Transaction Report**. 4. (Optional) To view the transactions for a specific date or a date range, complete the following steps: 1. Select ![Calendar](https://support.payroc.com/assets/6e62017b19e24914.png), and then select the date or date range of the transactions that you want to view. 2. Select **Apply**. 5. (Optional) Filter the transaction results: - To filter transactions by payment method, from the Pay Type dropdown menu, select the payment method that customers used. - To filter transactions by employee, from the Employees dropdown menu, select the employee who processed the transactions. - To filter transactions by terminal, from the Terminal dropdown menu, select the terminal where the transactions occurred. ## Related articles - [Create and download a transaction report from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md) - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) --- # Delete an open order from Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/delete-an-open-order Roc Services web portal You can delete an open order from Roc Services. An open order is an unpaid order. > **Important**: If you delete an order, you can't recover it. 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. Select the **Open Orders** tab. 4. From the list, select the open order you want to delete. 5. Select ![Delete](https://support.payroc.com/assets/a2363394791afd94.png). 6. Select **Continue**. A notification appears to confirm that you have deleted the order. ![Order Deleted! confirmation message](https://support.payroc.com/assets/39fa4c63f300d10c.png) ## Related articles - [Delete an open order from Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/delete-an-unpaid-order.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # Virtual Terminal Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal Accept payments with the Virtual Terminal. ## Articles - [Run a sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-the-roc-services-virtual-terminal.md) - [Run a cash sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a bank transfer sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md) - [Run a referenced refund from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-referenced-refund.md) - [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md) - [Delete an open order from Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/delete-an-open-order.md) - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) --- # Run a cash sale with the Roc Services Virtual Terminal Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale Roc Services web portal You can use the Virtual Terminal in the Roc Services web portal to run a cash sale. To run a cash sale, complete the following steps: 1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md#step-1-open-the-virtual-terminal). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md#step-2-add-items-to-the-order). 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md#step-3-run-the-sale). ## Step 1: Open the Virtual Terminal 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. (Optional) To assign a customer to the sale, select **Assign Customer**, and then choose one of the following options: - To select an existing customer, select the customer from the list. - To add a new customer, complete the following steps: 1. Select **Add Customer**. 2. Enter the customer's details. 3. Select **Save**. ## Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md#add-a-quick-item) — A one-time item that you can create and add to the order. - [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md#add-a-catalog-item) — A commonly sold item in your catalog that you can reuse across multiple sales. **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md). ### Add a quick item For each item that you want to add, complete the following steps: 1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item. 2. Select **+**. 3. (Optional) To edit the item name, hover over the item, and then select [pencil icon]. ### Add a catalog item For each catalog item that you want to add, complete the following steps: 1. Select the **Catalog** tab. 2. Select the category. 3. Select the catalog item that you want to add. ## Step 3: Run the sale 1. Select **Charge**. 2. Select **Cash**. 3. When the receipt displays on the screen, complete one of the following actions: - To send the customer an email or SMS receipt, complete the following steps: 1. Select **Send Receipt**. 2. Enter the customer's email address or phone number. 3. Select **Share**. - To print a receipt, select **Print**. - To close the receipt, select [close icon]. ## Related articles - [Run a cash sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale.md) - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) --- # Run a referenced refund from the Virtual Terminal in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-referenced-refund Roc Services web portal You can use the Virtual Terminal in the Roc Services web portal to run a referenced refund. 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**, and then select **Transaction History**. 3. (Optional) In the search box, enter the date of the transaction. 4. Select the transaction that you want to refund. 5. Select **Refund**. 6. Select **Full Refund**. 7. Select **Refund**. ## Related articles - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) - [Run a cash sale with the Roc Services Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-cash-sale.md) --- # Run a sale with saved payment details in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details Roc Services web portal You can save a customer's card to their profile when you run a manual card entry sale. You can then reuse the card for future transactions with the customer. To run a sale and save the customer's card details, complete the following steps: 1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md#step-1-open-the-virtual-terminal-0). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md#step-2-add-items-to-the-order-1). 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md#step-3-run-the-sale-4). ## Step 1: Open the Virtual Terminal 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. Select **Assign Customer**, and then choose one of the following options: - To select an existing customer, select the customer from the list. - To add a new customer, complete the following steps: 1. Select **Add Customer**. 2. Enter the customer's details. 3. Select **Save**. ## Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md#add-a-quick-item-2) — A one-time item that you can create and add to the order. - [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md#add-a-catalog-item-3) — A commonly sold item in your catalog that you can reuse across multiple sales. > **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md). ### Add a quick item For each item that you want to add, complete the following steps: 1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item. 2. Select **+**. 3. (Optional) To edit the item name, hover over the item, and then select [pencil icon]. ### Add a catalog item For each catalog item that you want to add, complete the following steps: 1. Select the **Catalog** tab. 2. Select the category. 3. Select the catalog item that you want to add. ## Step 3: Run the sale 1. Select **Charge**. 2. Select **Manual Card**. 3. Select a tip amount, and then select **Pay**. 4. Enter the card information. 5. Select the **Save card** checkbox. 6. Select **Pay Now**. 7. When the receipt displays on the screen, complete one of the following actions: - To send the customer an email or SMS receipt, complete the following steps: 1. Select **Send Receipt**. 2. Enter the customer's email address or phone number. 3. Select **Share**. - To print a receipt, select **Print**. - To close the receipt, select ![Close](https://support.payroc.com/assets/3848ad1b304dac6a.png) 8. (Optional) To verify that the card is saved to the customer's account: 8a. From the navigation menu, select **Customers**. 8b. From the list of customers, select the customer. 8c. From the **Overview** tab, confirm the saved card appears on the customer's profile. ## Related articles - [Run a sale with a customer's saved card on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md) - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) --- # Run a card reader sale with Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader Roc Services web portal Use Roc Services to run a sale with a card reader that is connected to Roc Services. To run a sale with a card reader, complete the following steps: 1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md#step-1-open-the-virtual-terminal-0). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md#step-2-add-items-to-the-order-1). 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md#step-3-run-the-sale-4). ## Step 1: Open the Virtual Terminal 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. (Optional) To assign a customer to the sale, select **Assign Customer**, and then choose one of the following options: - To select an existing customer, select the customer from the list. - To add a new customer, complete the following steps: 1. Select **Add Customer**. 2. Enter the customer's details. 3. Select **Save**. ## Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md#add-a-quick-item-2) — A one-time item that you can create and add to the order. - [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md#add-a-catalog-item-3) — A commonly sold item in your catalog that you can reuse across multiple sales. > **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md). ### Add a quick item For each item that you want to add, complete the following steps: 1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item. 2. Select **+**. 3. (Optional) To edit the item name, hover over the item, and then select [pencil icon]. ### Add a catalog item For each catalog item that you want to add, complete the following steps: 1. Select the **Catalog** tab. 2. Select the category. 3. Select the catalog item that you want to add. ## Step 3: Run the sale 1. Select **Charge**. 2. Select **Swipe/Insert Card**. 3. Ask the customer to tap, swipe, or insert their card. ## Related articles - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) --- # Run a bank transfer sale in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details Roc Services web portal Use Roc Services to run a bank transfer sale using a customer's Automated Clearing House (ACH) details. To run a sale with bank account details, complete the following steps: 1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#step-1-open-the-virtual-terminal). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#step-2-add-items-to-the-order). 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#step-3-run-the-sale). ## Step 1: Open the Virtual Terminal 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. (Optional) To assign a customer to the sale, select **Assign Customer**, and then choose one of the following options: - To select an existing customer, select the customer from the list. - To add a new customer, complete the following steps: 1. Select **Add Customer**. 2. Enter the customer's details. 3. Select **Save**. ## Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#add-a-quick-item) — A one-time item that you can create and add to the order. - [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#add-a-catalog-item) — A commonly sold item in your catalog that you can reuse across multiple sales. > **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md). ### Add a quick item For each item that you want to add, complete the following steps: 1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item. 2. Select **+**. 3. (Optional) To edit the item name, hover over the item, and then select [pencil icon]. ### Add a catalog item For each catalog item that you want to add, complete the following steps: 1. Select the **Catalog** tab. 2. Select the category. 3. Select the catalog item that you want to add. ## Step 3: Run the sale 1. Select **Charge**. 2. Select **ACH**. 3. Select a tip amount, and then select **Pay**. 4. Enter the customer's payment details, and then select **Pay Now**. 5. When the receipt displays on the screen, complete one of the following actions: - To send the customer an email or SMS receipt, complete the following steps: 1. Select **Send Receipt**. 2. Enter the customer's email address or phone number. 3. Select **Share**. - To print a receipt, select **Print**. - To close the receipt, select [close icon]. ## Related articles - [Run a bank transfer sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details.md) - [Run a bank transfer sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details.md) --- # Run a keyed card sale in Roc Services Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details Roc Services web portal Use Roc Services to run a card sale by entering the card details manually. Manually enter a card when the payment device can't read the customer's card. To run a keyed card sale, complete the following steps: 1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md#step-1-open-the-virtual-terminal-0). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md#step-2-add-items-to-the-order-1). 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md#step-3-run-the-sale-4). ### Step 1: Open the Virtual Terminal 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. (Optional) To assign a customer to the sale, select **Assign Customer**, and then choose one of the following options: - To select an existing customer, select the customer from the list. - To add a new customer, complete the following steps: 1. Select **Add Customer**. 2. Enter the customer's details. 3. Select **Save**. ### Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md#add-a-quick-item-2) — A one-time item that you can create and add to the order. - [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md#add-a-catalog-item-3) — A commonly sold item in your catalog that you can reuse across multiple sales. > **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md). #### Add a quick item For each item that you want to add, complete the following steps: 1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item. 2. Select **+**. 3. (Optional) To edit the item name, hover over the item, and then select [pencil icon]. #### Add a catalog item For each catalog item that you want to add, complete the following steps: 1. Select the **Catalog** tab. 2. Select the category. 3. Select the catalog item that you want to add. ### Step 3: Run the sale 1. Select **Charge**. 2. Select **Manual Card**. 3. Select a tip amount, and then select **Pay**. 4. Enter the card information. 5. Select **Pay Now**. 6. When the receipt displays on the screen, complete one of the following actions: - To send the customer an email or SMS receipt, complete the following steps: 1. Select **Send Receipt**. 2. Enter the customer's email address or phone number. 3. Select **Share**. - To print a receipt, select **Print**. - To close the receipt, select [close icon]. ## Video tutorial [Roc Services Video Support - Scheduling - Booking Appointments / Scheduler (2/3)](https://www.youtube-nocookie.com/embed/pkxOfsqOZPg) ## Related articles - [Run a keyed card sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Run a sale with saved payment details Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details If you previously saved a customer's card to their profile in Roc Services, you can use it to run a sale without having to re-enter their payment details. For more information about saving a customer's card, go to Save a customer's card when you run a sale. To run a sale with saved payment details, complete the following steps: 1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md#step-1-open-the-virtual-terminal-0). 2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md#step-2-add-items-to-the-order-1). 3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md#step-3-run-the-sale-4). ## Step 1: Open the Virtual Terminal 1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login). 2. From the navigation menu, select **Virtual Terminal**. 3. Select **Assign Customer**, and then choose one of the following options: - To select an existing customer, select the customer from the list. - To add a new customer, complete the following steps: 1. Select **Add Customer**. 2. Enter the customer's details. 3. Select **Save**. ## Step 2: Add items to the order When you run a sale, you can add one or more items to your order. There are two types of items that you can add: - [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md#add-a-quick-item-2) — A one-time item that you can create and add to the order. - [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md#add-a-catalog-item-3) — A commonly sold item in your catalog that you can reuse across multiple sales. > **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md). ### Add a quick item For each item that you want to add, complete the following steps: 1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item. 2. Select **+**. 3. (Optional) To edit the item name, hover over the item, and then select [pencil icon]. ### Add a catalog item For each catalog item that you want to add, complete the following steps: 1. Select the **Catalog** tab. 2. Select the category. 3. Select the catalog item that you want to add. ## Step 3: Run the sale 1. Select **Charge**. 2. Select **Card on File**. 3. Select a tip amount, and then select **Pay**. 4. From the list of saved cards, select **Pay Now** next to the customer's card details. 5. When the receipt displays on the screen, complete one of the following actions: - To send the customer an email or SMS receipt, complete the following steps: 1. Select **Send Receipt**. 2. Enter the customer's email address or phone number. 3. Select **Share**. - To print a receipt, select **Print**. - To close the receipt, select ![Close](https://support.payroc.com/assets/3848ad1b304dac6a.png) ## Related articles - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) --- # Run a sale with the Roc Services Virtual Terminal Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-the-roc-services-virtual-terminal Roc Services web portal You can select an item from the catalog or use the Quick Charge tab to enter a custom amount. ## Use the catalog 1. On the main menu, select  **Virtual Terminal** , and then select  **Catalog**. 2. Select the category, and then select the item that you want to add. 3. (Optional) Repeat Step 2 to add other items. 4. Select  **Charge**. 5. Select the payment method, and then follow the on-screen instructions. - If your customer uses cash, use the on-screen keypad to enter the amount of cash they give you. ## Use Quick Charge 1. On the main menu, select  **Virtual Terminal**. 2. Use the on-screen keypad to enter the dollar amount of the item. 3. Select + to add the item. 4. (Optional) Repeat Steps 2 and 3 to add other items. 5. (Optional) To edit the item name, hover over the item and then select ![Edit](https://support.payroc.com/assets/b3cd6893f4ea14fc.png). 6. Select  **Charge**. 7. Select the payment method, and then follow the on-screen instructions. - If your customer uses cash, use the on-screen keypad to enter the amount of cash they give you, and then select  **Cash**. ## Video tutorial [Roc Services Video Support - Payments & More - Sales & Refund in the Virtual Terminal](https://www.youtube-nocookie.com/embed/Md0citxc290) ## Related articles - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) - [Run a bank transfer sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md) - [Run a sale with a customer's saved card on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md) --- # Devices Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices Accept payments with supported payment devices. ## Categories - [Newland N950](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950.md) - [Newland N950-S](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s.md) - [Newland X800](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800.md) --- # Clear a pending transaction on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/clear-a-pending-transaction Roc Terminal+ on N950, N950-S, and X800 devices You can manually clear a transaction that is pending on your Roc Terminal+ device. A transaction can become stuck in a pending state when the terminal fails to complete a sale and receives no response from the server. If you don't clear the pending transaction, the device might not be able to process further transactions. 1. On the main screen of the device, tap the **Main Menu** icon ≡. 2. Tap **SETTINGS**. 3. Tap **CLEAR REVERSAL**. 4. Review the status of the reversal: - **Reversal Cleared** - The pending transaction is successfully cleared. Run the sale again. - **Reversal Not Available** - There are no pending transactions to clear. ## Related articles - [Close a batch on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/close-a-batch.md) - [View previous batches on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-previous-batches.md) - [Refund a transaction on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile.md) --- # Download a parameter update to your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device Roc Terminal+ on N950, N950-S, and X800 devices This is the introductory sentence. It ends here. After you’ve updated the device settings on the Roc Terminal+ web portal, you must download the updates to the device to apply the changes. 1. On the main screen of the device, tap the **Main Menu** icon ≡. 2. Tap **UPDATES**. 3. Verify if the endpoint identifier (EPI) displayed in the field is correct. If the field is empty, enter the EPI of the device. 4. Tap **Enter**. 5. After the download is complete, run a test transaction. ## Related articles - [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) --- # Download a parameter update to your Roc Terminal+ device with multi-MID Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device Roc Terminal+ on N950, N950-S, and X800 devices After you've updated the device settings on the Roc Terminal+ web portal, you must download the updates to the device to apply the changes. For multi-MID devices, you can: - [Download a parameter update to a child MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md#download-a-parameter-update-to-a-child-mid). - [Download a parameter update to all child MIDs associated with a parent MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md#download-a-parameter-update-to-all-child-mids-associated-with-a-parent-mid). ## Download a parameter update to a child MID **Note:** To download a parameter update to a child MID, you must be logged in to the child MID account. 1. On the main screen of the device, tap the **Main Menu** icon ≡. 2. Tap **UPDATES**. 3. Verify that the endpoint identifier (EPI) in the field is correct. If the field is empty, enter the EPI associated with the child MID. 4. Tap **Enter**. 5. After the download is complete, run a test transaction. ## Download a parameter update to all child MIDs associated with a parent MID To download a parameter update to all child MIDs associated with a parent MID, complete the following steps: 1. [Enable App Update in the web portal](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md#step-1-enable-app-update-in-the-web-portal). 2. [Download a parameter update to all child MIDs](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md#step-2-download-a-parameter-update-to-all-child-mids). ### Step 1: Enable App Update in the web portal 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. From the navigation menu, select **Device Management**. 3. In the search box, enter the EPI associated with the parent MID. 4. Next to the EPI that you want to update, turn on **App Update**. 5. Select **Okay**. ### Step 2: Download a parameter update to all child MIDs 1. On the main screen of the device, tap the **Main Menu** icon ≡. 2. Tap **UPDATES**. 3. Verify that the EPI in the field is correct. If the field is empty, enter the EPI associated with the parent MID. 4. Tap **Enter**. 5. After the download is complete, run a test transaction. ## Related articles - [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md) - [Set up tip reporting for your staff members on a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md) - [Print a presale ticket on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/print-a-presale-ticket.md) - [Find the EPI of your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/find-the-epi-of-your-device.md) --- # Dual pricing Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/dual-pricing View articles about Roc Terminal+ dual pricing mode. ## Articles - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [Run a refund with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-refund.md) - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Create a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-pre-authorization.md) - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Print a presale ticket with dual pricing from your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-print-a-presale-ticket.md) --- # Newland N950 Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950 ## Categories - [Dual pricing](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/dual-pricing.md) — View articles about Roc Terminal+ dual pricing mode. ## Articles - [Newland N950 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide.md) - [Download a parameter update to your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md) - [Run a credit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-credit-sale.md) - [Run a debit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-debit-sale.md) - [Void a transaction on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/void-a-transaction.md) - [Refund a transaction](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/refund-a-transaction.md) - [Run a pre-authorization on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-pre-authorization.md) - [Capture a pre-authorization on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/capture-a-pre-authorization.md) - [Split a payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment.md) - [Print a presale ticket on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/print-a-presale-ticket.md) - [Find the EPI of your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/find-the-epi-of-your-device.md) - [Switch MID on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/switch-mid-on-your-device.md) - [Add or remove a MID from your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/add-or-remove-a-mid.md) - [Reset your password on your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/reset-your-password-on-your-multi-mid-device.md) - [Roc Terminal+ Master Passcode](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/roc-terminal-master-passcode.md) - [My Newland N950 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-cant-connect-to-my-wireless-network.md) - [My Newland N950 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on.md) - [Clear a pending transaction on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/clear-a-pending-transaction.md) - [Turn sound on and off on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/turn-sound-on-and-off-on-your-device.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) --- # My Newland N950 can't connect to my wireless network Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-cant-connect-to-my-wireless-network Roc Terminal+ on an N950 device If your N950 device can't connect to your wireless network, make sure that the 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. ## Related articles - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Connect your AXIUM device to the internet](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/connect-to-your-wireless-network.md) - [Newland N950 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide.md) --- # My Newland N950 doesn't turn on Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on Roc Terminal+ on an N950 device If your N950 device doesn't turn on, try the following steps: 1. Charge your device. 2. Press and hold the power button for at least four seconds. ## Related articles - [Newland N950 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide.md) - [Chipper 3X Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/chipper-3x-quick-start-guide.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) --- # Newland N950 Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide Roc Terminal+ on an N950 device Set up your N950 device. ![Front view of the N950 with its card readers, buttons, USB port, indicators, and menu and back icons labeled](https://support.payroc.com/assets/01d10d319653dda5.jpg) ![Angled view of the N950 with its card readers, buttons, USB port, indicators, and menu and back icons labeled](https://support.payroc.com/assets/7ee15a188b1284bb.jpg) ## 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 1. From the home screen, tap the **Main Menu i**con ≡. 2. Tap Settings, and then tap **WiFi Config**. 3. Tap the name of your wireless network. 4. Type the password for your wireless network. 5. Tap **Connect**. ## Troubleshooting ### My device can't connect to my wireless network - Make sure that your device is close to your router, and then try to connect to your network again. ### My device doesn't turn on Complete the following steps: 1. Charge your device. 2. Press and hold the power button for at least four seconds. ## Any questions? Contact our Customer Support team at 888.477.4500 or email [cs@payroc.com](mailto:cs@payroc.com). For more information about your device, go to our Support Hub at [www.support.payroc.com/s.](https://support.payroc.com/en-US.md) ## Related articles - [Chipper 3X Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/chipper-3x-quick-start-guide.md) - [Pair an RCKT reader with the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/pair-an-rckt-reader.md) --- # Turn sound on and off on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/turn-sound-on-and-off-on-your-device Roc Terminal+ on N950, N950-S, and X800 devices 1. On the main screen of the device, tap the **Main Menu** icon ≡. 2. Tap **SETTINGS**. 3. Tap **UTILITY**. 4. Tap one of the following options: - **ENABLE SOUND** — Turn on sound on the device. - **DISABLE SOUND** — Turn off sound on the device. ## Related articles - [Configure sleep settings for a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device.md) - [Configure receipt settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md) --- # Connect your Newland N950-S to your network Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/connect-your-n950-s-to-your-network Roc Terminal+ on an N950-S device You can connect your device to either a wireless network or a wired network. ## Connect your device to a wireless network 1. From the home screen, tap **Main Menu** ≡. 2. Tap **Settings**, and then tap **WiFi Config**. 3. Tap the name of your wireless network. 4. Type the password for your wireless network. 5. Tap **Connect**. ## Connect your device to a wired network 1. Remove the battery cover. 2. Insert an Ethernet cable into the Ethernet port on the device. 3. Place the Ethernet cable into the cable organizer. 4. Insert the other end of the Ethernet cable into your router or network socket. 5. Replace the battery cover. ## Related articles - [My Newland N950 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-cant-connect-to-my-wireless-network.md) - [My Newland N950 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on.md) - [Newland N950 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide.md) --- # Dual pricing Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/dual-pricing View articles about Roc Terminal+ dual pricing mode. ## Articles - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [Run a refund with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-refund.md) - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Create a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-pre-authorization.md) - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Print a presale ticket with dual pricing from your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-print-a-presale-ticket.md) --- # Newland N950-S Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s ## Categories - [Dual pricing](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/dual-pricing.md) — View articles about Roc Terminal+ dual pricing mode. ## Articles - [Newland N950-S Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/n950-s-quick-start-guide.md) - [Newland P180 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/p180-quick-start-guide.md) - [Download a parameter update to your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md) - [Run a credit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-credit-sale.md) - [Run a debit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-debit-sale.md) - [Void a transaction on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/void-a-transaction.md) - [Refund a transaction](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/refund-a-transaction.md) - [Run a pre-authorization on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-pre-authorization.md) - [Capture a pre-authorization on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/capture-a-pre-authorization.md) - [Split a payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment.md) - [Print a presale ticket on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/print-a-presale-ticket.md) - [Find the EPI of your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/find-the-epi-of-your-device.md) - [Switch MID on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/switch-mid-on-your-device.md) - [Add or remove a MID from your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/add-or-remove-a-mid.md) - [Reset your password on your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/reset-your-password-on-your-multi-mid-device.md) - [Connect your Newland N950-S to your network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/connect-your-n950-s-to-your-network.md) - [My Newland N950-S doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/my-n950-s-doesnt-turn-on.md) - [Roc Terminal+ Master Passcode](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/roc-terminal-master-passcode.md) - [Clear a pending transaction on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/clear-a-pending-transaction.md) - [Turn sound on and off on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/turn-sound-on-and-off-on-your-device.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Resolve SIM connectivity issues on your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/resolve-sim-connectivity-issues-on-your-device.md) --- # My Newland N950-S doesn't turn on Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/my-n950-s-doesnt-turn-on Roc Terminal+ on an N950-S device 1. Check that you fully inserted the power cord into your device and into the power outlet. 2. Press and hold the power button for four seconds. ## Related articles - [My Newland N950 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on.md) - [Newland N950 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) --- # Newland N950-S Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/n950-s-quick-start-guide Roc Terminal+ on an N950-S device ![Front and back of the N950-S with its readers, buttons, battery level, paper outlet, and battery cover labeled](https://support.payroc.com/assets/55278227edc3b7d0.jpg) ## Getting started ### Step 1. Connect the power cable 1. Remove the battery cover. 2. Insert the power cable into your device. 3. Place the power cable in the cable organizer. 4. Replace the battery cover. 5. 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 You can connect your device to either a wireless network or a wired network. #### Connect your device to a wireless network 1. From the home screen, tap **Main Menu** ≡. 2. Tap Settings, and then tap **WiFi Config**. 3. Tap the name of your wireless network. 4. Type the password for your wireless network. 5. Tap **Connect**. #### Connect your device to a wired network 1. Remove the battery cover. 2. Insert an Ethernet cable into the Ethernet port on the device. 3. Place the Ethernet cable into the cable organizer. 4. Insert the other end of the Ethernet cable into your router or network socket. 5. Replace the battery cover. ## Troubleshooting ### My device can’t connect to my wireless network - Make sure that your device is close to your router and try to connect it to your network again. ### My device doesn’t turn on Complete the following steps: 1. Check that you fully inserted the power cord into your device and into the power outlet. 2. Press and hold the power button for four seconds. ## Any questions? Contact our Customer Support team at 888.477.4500 or email [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [My Newland N950 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on.md) - [Newland N950 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) --- # Newland P180 Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/p180-quick-start-guide Roc Terminal+ on an N950-S device Set up your P180 PIN pad with your N950-S device. ## Connect the PIN pad to your N950-S 1. Power off your N950-S. 2. Remove the back cover of the N950-S. 3. Connect the adapter cable to the USB-C port on the back of the N950-S. 4. Connect the cable from the PIN pad to the USB-A port on adapter cable. 5. Reattach the back cover of the N950-S. 6. Power on the N950-S. ![PIN pad cable connected through the adapter cable to the USB-C port on the back of the N950-S](https://support.payroc.com/assets/ba51096d342c488f.png) If you successfully connected the PIN pad to your N950-S, a ![blue P icon](https://support.payroc.com/assets/277674fe345b1ebc.jpg) appears on the screen of the N950-S. ## Troubleshooting ### My PIN pad isn’t connecting to my N950-S If your N950-S doesn’t display a ![blue P icon](https://support.payroc.com/assets/277674fe345b1ebc.jpg) after you connect the PIN pad, check that the Roc Terminal+ portal supports the PIN pad. > **Note:** You must be an admin user to access the settings on the Roc Terminal+ portal. To check that the Roc Terminal+ portal supports the PIN pad, complete the following steps: 1. From the Roc Terminal+ Portal, select Device Management. 2. Select ⋮ beside the N950-S that you want to connect the PIN pad to. 3. Select **Edit Parameters** > **Terminal and Transaction**. 4. Make sure that you have selected **Enable Pin Pad**. 5. Select **Save**. 6. Restart your N950-S. ### My PIN pad isn’t running transactions If you’ve connected the PIN pad device to your N950-S but the icon is gray![gray P icon](https://support.payroc.com/assets/7d7ec9acac8b9930.png), tap the icon to start running transactions again. ## Any questions? Contact our Customer Support team at 888.477.4500 or email [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Configure sleep settings for a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device.md) - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) --- # Resolve SIM connectivity issues on your device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/resolve-sim-connectivity-issues-on-your-device If your device can't connect to the 4G cellular network, you must check that you've inserted the SIM card correctly and that the access point name (APN) settings are accurate. ## Step 1: Check the SIM card 1. Confirm that you've inserted the SIM card correctly. 2. If you've inserted the SIM card correctly, complete the following steps to reboot the device: 1. Hold the power button. 2. Tap **Reboot**. 3. After the device restarts, check if the 4G symbol appears on the screen, and then complete one of the following actions: - If the 4G symbol appears, run a test transaction. - If the 4G symbol doesn't appear, go to [Step 2: Check the APN settings](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/resolve-sim-connectivity-issues-on-your-device.md#step-2-check-the-apn-settings). ## Step 2: Check the APN settings 1. On the main screen of the device, tap the **Main Menu** icon ≡. 2. Tap **SETTINGS**, and then tap **SIM Config**. 3. If you're prompted to complete the action, tap **Just Once**. 4. Scroll to the bottom of the screen, and then tap **Access Point Names**. 5. Tap **+**, and then enter the following details: 1. In the Name box, enter **Payroc ATT**. 2. In the APN box, enter **optconnect01.com.attz**. 6. Tap [Ellipsis image], and then tap **Save**. 7. Tap **APN profile**. 8. Wait up to 30 seconds for the 4G symbol to appear on the screen, and then complete one of the following actions: - If the 4G symbol appears, run a test transaction. - If the 4G symbol doesn't appear, complete the following steps to reboot the device: 1. Hold the power button. 2. Tap **Reboot**. > **Note:** If you're still unable to connect to the cellular network, contact our Customer Support team at **888.477.4500** or email [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [My AXIUM DX8000 won't connect to my wireless network](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-connect-to-my-network.md) - [My mobile device can't connect to my Chipper 3X](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-mobile-device-cant-connect-to-my-chipper-3x.md) - [My Newland N950 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-cant-connect-to-my-wireless-network.md) --- # Add or remove a MID from your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/add-or-remove-a-mid Roc Terminal+ on N950, N950-S, and X800 devices > **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 [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Create a recurring bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment.md) - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) --- # Capture a pre-authorization on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/capture-a-pre-authorization Roc Terminal+ on N950, N950-S, and X800 devices 1. Tap **Sale** until the screen displays **Ticket**. 2. Type the capture amount, and then tap **Enter**. 3. 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. 4. Type one of the following: - Transaction number from the receipt - Last four digits of the card number 5. (Optional) Your device prompts your customer to provide the following: - Signature - Tip amount 6. Select the receipt method. - To print a physical copy of the receipt, tap **Print Receipt**. - To send a digital copy, enter your customer's mobile number, and then tap **SMS Receipt**. ## Related articles - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) - [Create a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/create-a-pre-authorization-on-the-self-care-portal.md) --- # Cash Drawer and Scanner Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide Roc Terminal+ on an X800 device Set up your X800 device with the scanner and cash drawer. > **Note:** To download a printable version of this guide, select the following link: [Cash Drawer and Scanner Quick Start Guide](https://payroc.my.salesforce.com/sfc/p/o0000000H8yn/a/R3000008nFan/Pdke4xVCnKwyeZjQsloxWXHiwbyTj3hfDLei2MXqzAQ). ## 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: 1. [Connect your X800 to the cash drawer and scanner](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md#step-1-connect-your-x800-to-the-cash-drawer-and-scanner-2). 2. [Set up your cash drawer](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md#step-2-set-up-your-cash-drawer-3). 1. [Configure cash management settings in Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md#step-2a-configure-your-cash-management-settings-in-roc-terminal-4). 2. [Update your X800](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md#step-2b-update-your-x800-5). 3. [Adjust cash drawer settings on your X800](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md#step-2c-adjust-cash-drawer-settings-on-your-x800-6). 3. [Add UPC for your products](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md#step-3-add-upc-to-your-products-7). 4. [Run a sale](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md#step-4-run-a-sale-10). ### Step 1. Connect your X800 to the cash drawer and scanner 1. Plug the power cable into the Multi-Comm Hub, and then plug the Multi-Comm Hub into a power outlet. 2. Set your X800 on the Multi-Comm Hub. 3. Insert the scanner’s USB cable into the Multi-Comm Hub. 4. Connect the cash drawer to the Multi-Comm Hub. 1. Plug the RJ11 end of the communication cable into the Multi-Comm Hub. 2. Plug the RJ12 end of the communication cable into the cash drawer. ### Step 2. Set up your cash drawer #### Step 2a. Configure your cash management settings in Roc Terminal+ 1. Log in to [https://terminalplus.rocpos.com](https://terminalplus.rocpos.com/). 2. From the side menu, select **Device Management**. 3. Select **Terminal and Transaction**, and then select **Transaction**. 4. Set **Change Management on Cash Transactions** to **Enabled**. #### Step 2b. Update your X800 1. From the home screen of your X800 device, tap Main Menu ≡, and then tap Updates. 2. Tap Enter. #### Step 2c. Adjust cash drawer settings on your X800 You can configure the cash drawwer to open only for specific payment types or specific transaction statuses. 1. On your X800 device, tap **Main Menu** ≡. 2. Tap **Settings** > **Utility** > **Cash Draw**. 3. Turn on the **Cash Draw** toggle. 4. In the Payment Type section, select the payment types that you want the cash drawer to open for. 5. In the Transaction Status section, select the transaction statuses that you want the cash drawer to open for. 6. Tap **SAVE**. ### Step 3. Add UPC to your products Before you can scan a product with your scanner, you need to add the Universal Product Code (UPC) to the product in Roc Terminal+. You can add a UPC to a new product or to an existing product that you previously added to your catalog. #### Add a UPC to a new product 1. Log in to [https://terminalplus.rocpos.com](https://terminalplus.rocpos.com/). 2. From the side menu, select **Settings**. 3. Select **Product**, and then select **Add Item**. 4. In the Add Your Item section, enter the item details. 5. In the SKU field, enter the UPC of the item. 6. Select **Create**. #### Add a UPC to an existing product 1. Log in to [https://terminalplus.rocpos.com](https://terminalplus.rocpos.com/). 2. From the side menu, select **Settings**. 3. Select **Product**. 4. Locate the product that you want to edit, tap![More options](https://support.payroc.com/assets/08890fb0903e2976.png), and then tap **Edit**. 5. From the Edit Your Item section, in the SKU field, enter the UPC of the item. 6. Select **Update**. ### Step 4. Run a sale > **Important:** If you remove the X800 from the Multi-Comm Hub, the cash drawer and scanner don't work. To run a cash sale using your X800, cash drawer, and scanner, complete the following steps: 1. From the bottom of the home screen on your X800 device, tap the **Cart** icon![Shopping cart](https://support.payroc.com/assets/46c86ea39cd61716.png). 2. Use your scanner to scan an item. 3. From the upper right of the screen, tap the **Cart** icon![Shopping cart](https://support.payroc.com/assets/46c86ea39cd61716.png). 4. From the Checkout screen, tap **CASH**. 5. In the Amount Tendered field, enter the cash amount that your customer handed to you, and then tap **OK**. 6. Put the cash in the cash drawer and give any change to your customer. 7. Close the drawer. ## Related articles - [AXIUM DX8000 Quick Start Guide](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/quick-start-guide.md) - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [Newland X800 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/x800-quick-start-guide.md) --- # Capture a pre-authorization with dual pricing on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization Roc Terminal+ dual pricing on N950, N950-S, and X800 devices 1. Tap **Main Menu** ≡. 2. Tap **PAYMENT** > **CARD** > **TICKET**. 3. Type the capture amount, and then tap **Enter**. 4. Type one of the following: - Transaction number from the receipt. - Last four digits of the card number. 5. Tap **Enter**. 6. Tap the pre-authorization that you want to capture. 7. (Optional) Your device prompts your customer to provide the following: - Signature - Tip amount 8. To confirm the capture amount, tap **YES**. 9. 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, and then tap **SMS Receipt**. ## Related articles - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) --- # Print a presale ticket with dual pricing from your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-print-a-presale-ticket Roc Terminal+ dual pricing on N950, N950-S, and X800 devices 1. Tap **Main Menu** ≡. 2. Tap **PAYMENT** > **CARD** > **PRESALE**. 3. Type the presale ticket amount, and then tap **Enter**. 4. Tap **OK**. 5. (Optional) Your device prompts your customer to provide a tip amount. 6. Tap **Enter**. ## Related articles - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) --- # Create a pre-authorization with dual pricing on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-pre-authorization Roc Terminal+ dual pricing on N950, N950-S, and X800 devices 1. Tap **Main Menu** ≡. 2. Tap **PAYMENT** > **CARD** > **AUTH**. 3. Type the pre-authorization amount, and then tap **Enter**. 4. Ask your customer to swipe, insert, or tap their card. - To manually enter the card details, tap **Enter Manually**. 5. 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, and then tap **SMS Receipt**. 6. - To manually enter the card details, tap **Enter Manually**. 7. Select a receipt method. 8. - To print a physical copy of the receipt, tap **Print receipt**. - To send a digital copy, enter your customer’s mobile number, and then tap **SMS Receipt**. ## Related articles - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Create a recurring bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment.md) --- # Run a refund with dual pricing on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-refund Roc Terminal+ dual pricing on N950, N950-S, and X800 devices 1. Tap **Main Menu** ≡. 2. Tap **PAYMENT** > **CARD** > **REFUND**. 3. Type the refund amount, and then tap **Enter**. 4. Ask your customer to swipe, insert, or tap their card. 1. To manually enter the card details, tap **Enter Manually**. 5. 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, and then tap **SMS Receipt**. ## Related articles - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) - [Run a referenced refund from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-referenced-refund.md) --- # Void a transaction with dual pricing on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction Roc Terminal+ dual pricing on N950, N950-S, and X800 devices > **Note:** You can void a transaction only if it is in an open batch. 1. Tap **Main Menu** ≡. 2. Tap **PAYMENT** > **CARD** > **VOID**. 3. 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. 4. Type one of the following: - Transaction number from the receipt. - Last four digits of the card number. 5. Tap **Enter**. 6. Tap the transaction that you want to void. 7. 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, and then tap **SMS Receipt**. ## Related articles - [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # Dual pricing Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing View articles about Roc Terminal+ dual pricing mode. ## Articles - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [Run a refund with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-refund.md) - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Create a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-run-a-pre-authorization.md) - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Print a presale ticket with dual pricing from your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-print-a-presale-ticket.md) --- # Run a sale with dual pricing on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale Roc Terminal+ dual pricing on N950, N950-S, and X800 devices 1. Type the sale amount, and then tap **CARD**. 2. To confirm the sale amount, tap **OK**. 3. Ask your customer to swipe, insert, or tap their card. - To manually enter their card details, tap **Enter Manually**. 4. (Optional) Your device prompts your customer to provide the following: - Signature - Tip amount 5. Select a receipt method. - To print a physical copy of the receipt, tap **Print Receipt**. - To send a digital copy of the receipt, enter your customer's mobile number, and then tap **SMS Receipt**. ## Related articles - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a sale with saved payment details](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-saved-payment-details.md) - [Run a keyed card sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details.md) --- # Find the EPI of your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/find-the-epi-of-your-device Roc Terminal+ on N950, N950-S, and X800 devices - To view the end point identifier (EPI) of your device, tap the **Agent** icon. ![Payment screen keypad with the Agent icon highlighted at the bottom right](https://support.payroc.com/assets/773db2e1e3fb513d.png) ## Related articles - [Set up tip reporting for your staff members on a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) - [Customize receipts for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts.md) --- # Newland X800 Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800 ## Categories - [Dual pricing](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing.md) — View articles about Roc Terminal+ dual pricing mode. ## Articles - [Newland X800 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/x800-quick-start-guide.md) - [Cash Drawer and Scanner Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/cash-drawer-and-scanner-quick-start-guide.md) - [Download a parameter update to your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md) - [Run a credit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-credit-sale.md) - [Run a debit card sale on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-debit-sale.md) - [Void a transaction on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/void-a-transaction.md) - [Refund a transaction](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/refund-a-transaction.md) - [Run a pre-authorization on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-pre-authorization.md) - [Capture a pre-authorization on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/capture-a-pre-authorization.md) - [Print a presale ticket on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/print-a-presale-ticket.md) - [Find the EPI of your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/find-the-epi-of-your-device.md) - [Switch MID on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/switch-mid-on-your-device.md) - [Add or remove a MID from your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/add-or-remove-a-mid.md) - [Reset your password on your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/reset-your-password-on-your-multi-mid-device.md) - [Roc Terminal+ Master Passcode](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/roc-terminal-master-passcode.md) - [My Newland X800 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-doesnt-turn-on.md) - [My Newland X800 isn't charging on the docking station](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-isnt-charging-on-the-docking-station.md) - [Split a payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment.md) - [Clear a pending transaction on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/clear-a-pending-transaction.md) - [Turn sound on and off on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/turn-sound-on-and-off-on-your-device.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Resolve SIM connectivity issues on your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950-s/resolve-sim-connectivity-issues-on-your-device.md) - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [The navigation bar on my Newland X800 has disappeared](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/the-navigation-bar-on-my-x800-has-disappeared.md) --- # My Newland X800 can't connect to my wireless network Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network Roc Terminal+ on an X800 device Move the device closer to your router, and then try to connect to your network again. ## Related articles - [My Newland N950 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-cant-connect-to-my-wireless-network.md) - [My AXIUM DX8000 won't connect to my wireless network](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/my-device-wont-connect-to-my-network.md) --- # My Newland X800 doesn't turn on Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-doesnt-turn-on Roc Terminal+ on an X800 device 1. Charge your device for at least three and a half hours. 2. Press and hold the power button for four seconds. ## Related articles - [My Chipper 3X doesn't turn on](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-chipper-3x-doesnt-turn-on.md) - [My Newland N950 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on.md) - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) --- # My Newland X800 isn't charging on the docking station Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-isnt-charging-on-the-docking-station Roc Terminal+ on an X800 device If your X800 isn't charging on the docking station, confirm the following: - The docking station is plugged into a power outlet. - The device is correctly placed on the docking station. ## Related articles - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [My Newland N950 doesn't turn on](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/my-n950-doesnt-turn-on.md) - [My Chipper 3X doesn't turn on](https://support.payroc.com/en-US/core-products/roc-services/devices/bbpos-chipper-3x/my-chipper-3x-doesnt-turn-on.md) --- # Print a presale ticket on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/print-a-presale-ticket Roc Terminal+ on N950, N950-S, and X800 devices 1. Tap **Main Menu**. 2. Tap **Page Down**, and then tap **Pre Sale**. 3. Type the presale ticket amount, and then tap **Enter**. ## Related articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Configure receipt settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md) - [Configure signature settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-signature-settings-for-roc-terminal-plus-on-a-device.md) --- # Refund a transaction Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/refund-a-transaction Use Roc Terminal+ to refund a transaction. 1. Tap **Sale** until the screen displays **Refund**. 2. Type the refund amount, and then tap **Enter**. 3. Ask your customer to swipe, insert, or tap their card. - To manually enter their card details, tap **Enter Manually**. 4. Select a receipt method. - To print a physical copy of the receipt, tap **Print Receipt**. - To send a digital copy of the receipt, enter your customer's mobile number, and then tap **SMS Receipt**. ## Related articles - [Refund a transaction on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # Reset your password on your Roc Terminal+ device with multi-MID Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/reset-your-password-on-your-multi-mid-device Roc Terminal+ on N950, N950-S, and X800 devices 1. Tap **Main Menu** ≡ > **Settings** > **Change MID**. 2. From the list of MIDs, tap your MID. 3. Tap **Forgot Password**. We send you a one-time password (OTP) by email and SMS. 4. Enter the six-digit OTP, and then tap **Enter**. 5. Enter your new password, and then tap **Enter**. 6. Re-enter your new password, and then tap **Enter**. After you reset your password, your device returns to the payment screen. ## Related articles - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Reset your password in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/reset-your-password-in-payroc-insights.md) - [I forgot my password for Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/getting-started/i-forgot-my-password-for-roc-services.md) --- # Roc Terminal+ Master Passcode Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/roc-terminal-master-passcode Roc Terminal+ on N950, N950-S, and X800 devices If you see the prompt for Roc Terminal+ Master Passcode, follow these steps to return to the Roc Terminal+ Application: 1. Select the back button. ![Roc Terminal+ Master passcode screen with the back button circled in the navigation bar](https://support.payroc.com/assets/602bc5f054111e7b.png) 2. Select the Roc Terminal+ App Icon. ![Device home screen with the Roc Terminal+ app icon highlighted](https://support.payroc.com/assets/7bee2f5142c3304b.png) ## Related articles - [Log in to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/log-in-to-roc-terminal.md) --- # Run a credit card sale on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-credit-sale Roc Terminal+ on N950, N950-S, and X800 devices 1. Type the sale amount, and then tap **Enter**. 2. Ask your customer to swipe, insert, or tap their card. - To manually enter their card details, tap **Enter Manually**. 3. (Optional) Your device prompts your customer to provide the following: - Signature - Tip amount 4. Select a receipt method. - To print a physical copy of the receipt, tap **Print Receipt**. - To send a digital copy of the receipt, enter your customer's mobile number, and then tap **SMS Receipt**. ## Related articles - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a pre-authorization on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-pre-authorization.md) --- # Run a debit card sale on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-debit-sale Roc Terminal+ on N950, N950-S, and X800 devices 1. Tap **Credit** until the screen displays **Debit**. 2. Type the sale amount, and then tap **Enter**. 3. Ask your customer to swipe, insert, or tap their card. - To manually enter their card details, tap **Enter Manually**. 4. (Optional) Your device prompts your customer to provide the following: - Signature - Tip amount - PIN 5. Select the receipt method. - To print a physical copy of the receipt, tap **Print Receipt**. - To send a digital copy of the receipt, enter your customer's mobile number, and then tap **SMS Receipt**. ## Related articles - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Run a pre-authorization on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/run-a-pre-authorization Roc Terminal+ on N950, N950-S, and X800 devices 1. Tap **Sale** until the screen displays **Preauth**. 2. Type the pre-authorization amount, and then tap **Enter**. 3. Ask your customer to swipe, insert, or tap their card. - To manually enter their card details, tap **Enter Manually.** 4. Select a receipt method. - To print a physical copy of the receipt, tap **Print Receipt**. - To send a digital copy of the receipt, enter your customer's mobile number, and then tap **SMS Receipt**. ## Related articles - [Create a pre-authorization on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/create-a-pre-authorization-on-the-self-care-portal.md) - [Capture a pre-authorization with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-capture-a-pre-authorization.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # Switch MID on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/switch-mid-on-your-device Roc Terminal+ on N950, N950-S, and X800 devices > **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: 1. From the home screen, tap **Main Menu** ≡ > **Settings** > **Select MID**. 2. From the list of MIDs, tap the MID that you want to switch to. ![Select a Merchant screen with the second MID highlighted](https://support.payroc.com/assets/9b129b3f63bb64a9.png) 3. Enter your password, and then tap **Enter**. The default password is the last four digits of your EPI. ![Enter Passcode screen with the passcode entered and the Enter button highlighted](https://support.payroc.com/assets/eb4e9aa2a78c1094.png) 4. After you enter your password, your device displays a confirmation screen, and then the payment screen. The payment screen displays your MID. ![Payment screen with the selected MID highlighted above the amount](https://support.payroc.com/assets/8a0d757a4f6d4986.png) ## Related articles - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Configure sleep settings for a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device.md) - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) --- # The navigation bar on my Newland X800 has disappeared Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/the-navigation-bar-on-my-x800-has-disappeared Roc Terminal+ on an X800 device 1. To bring back the navigation bar, swipe up from the bottom of the screen. 2. To hide the navigation bar again, from the bottom-left of the screen, tap![Down arrow](https://support.payroc.com/assets/ad3fd50907b72161.png). ## Related articles - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Newland N950 Quick Start Guide](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/n950-quick-start-guide.md) --- # Void a transaction on your Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/void-a-transaction Roc Terminal+ on N950, N950-S, and X800 devices 1. Tap **Sale** until the screen displays **Void**. 2. Type one of the following: - Transaction number from the receipt - Last four digits of the card number 3. Tap **Enter**. 4. Type the password, and then type **Enter**. The default password is the last four digits of the EPI, which the device displays on the screen. 5. Make sure that the transaction details are correct, and then tap **Confirm**. 6. Select a receipt method. - To print a physical copy of the receipt, tap **Print Receipt**. - To send a digital copy of the receipt, enter your customer's mobile number, and then tap **SMS Receipt**. ## Related articles - [Void a transaction with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/dual-pricing-void-a-transaction.md) - [Void a transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/void-a-transaction.md) - [Void a subscription payment on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/void-a-subscription-payment.md) --- # Newland X800 Quick Start Guide Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/x800-quick-start-guide Roc Terminal+ on an X800 device Set up your X800 device with Roc Terminal+. ![X800 front and back with card readers, power button, Menu icon, Back button, paper outlet, and battery cover labeled](https://support.payroc.com/assets/8d8c1de68f0f7011.jpg) ## 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 1. Plug the docking station into a power outlet. 2. Place your device on the docking station. #### Use a USB-C cable 1. Insert the USB-C cable into USB-C port on the side of your device. 2. Plug the other end of the cable into a power outlet. ### Step 2. Turn on your device - Press and hold the power button until the device turns on. ### Step 3. Connect your device to your wireless network 1. From the home screen, tap **Main Menu** ≡. 2. Tap Settings, and then tap **WiFi Confi**g. 3. Tap the name of your wireless network. 4. Type the password for your wireless network. 5. Tap **Connect**. ## Troubleshooting ### My device can’t connect to my wireless network - Make sure that your device is close to your router, and then try to connect your device to your network again. ### My device isn’t charging on the docking station - Make sure that the docking station is plugged into a power outlet and that you have correctly placed your device on the docking station. ### My device doesn’t turn on Complete the following steps: 1. Charge your device for at least three and a half hours. 2. Press and hold the power button for four seconds. ### My navigation bar has disappeared 1. To bring back the navigation bar, swipe up from the bottom of the screen. 2. To hide the navigation bar again, from the bottom-left of the screen, tap ![Down arrow](https://support.payroc.com/assets/ad3fd50907b72161.png). ## Any questions? Contact our Customer Support team at 888.477.4500 or email [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [My Newland X800 can't connect to my wireless network](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/my-x800-cant-connect-to-my-wireless-network.md) - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Configure sleep settings for a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device.md) --- # Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus Accept payments, manage inventory, and view reports. ## Categories - [Web portal: Account management](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management.md) — Manage your account settings from your desktop. - [Web portal: Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal.md) — Accept payments from your desktop with the Virtual Terminal. - [Web portal: Device configuration](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration.md) — Configure device settings from your desktop. - [Devices](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices.md) — Accept payments with supported payment devices. - [Mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app.md) — Accept payments from your phone or tablet. --- # Close a batch on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/close-a-batch Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to close an open batch for a physical or virtual terminal, including terminals at other store locations. 1. From the Sale screen, select **Open Batches**. 2. (Optional) If you have multiple store locations, select the store location, and then select **OK**. 3. Select **Devices**, and select the EPI of the device with the batch you want to close. 4. Select **OK**. The app displays the open batch. 5. Select **Close Batch**.  ![Open Batches screen with Close Batch highlighted](https://support.payroc.com/assets/c21b73f807d656d5.png) 6. Select **Yes**. 7. When the screen displays "Batch Settled Successfully", select **OK**. ## Related articles - [View previous batches on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-previous-batches.md) - [View batch information in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights.md) --- # Create and share a payment link on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/create-and-share-a-payment-link-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to create a payment link that you can share with a customer to collect payment for your goods and services. To create and share a payment link, complete the following steps: 1. From the Sale screen, you can either: - Use the keypad to enter the transaction amount. - [Add existing inventory items to your cart](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md). 2. Select **Process Payment**. 3. Select **PayNow**. 4. Enter the payment link details: 1. In the **Expire** field, enter the date that the payment link expires. To create a payment link that doesn’t expire, turn on **Set Never Expire**. 2. (Optional) In the **Invoice No** field, enter the invoice number. 3. (Optional) In the **Description** field, enter a description of the transaction. 4. (Optional) In the **Purchase Order** field, enter the customer’s purchase order number. 5. From the **Customer Name** dropdown menu, select an existing customer or enter the following customer’s details: - Phone number - Email address - Company name 6. Select **Continue**. The app sends the payment link to the customer. 7. Select **Done**. ## Related articles - [Introduction to Payment Links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/introduction-to-payment-links.md) - [View the share history of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/view-the-share-history-of-a-payment-link.md) - [Capture a pre-authorization that you created with a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/capture-a-pre-authorization.md) - [Run a keyed card sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-keyed-card-sale-on-the-roc-terminal-mobile-app.md) --- # Create and share an e-invoice on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/create-and-share-an-e-invoice-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app > **Important:** You can create an e-invoice only if you have access to a Virtual Terminal. If you don't have access to a Virtual Terminal, contact us at **888-477-4500** or email us at [cs@payroc.com](mailto:cs@payroc.com). Use the Roc Terminal+ mobile app to create an invoice that you can email to a customer. With an e-invoice, you can display a full breakdown of each item in the transaction, including the item price, quantity, and applicable taxes. To create and send an e-invoice, complete the following steps: 1. Switch to a Virtual Terminal. To switch to a Virtual Terminal, complete the following steps: 1. From the Sale screen, select ![Switch terminal](https://support.payroc.com/assets/5467a0b02a14627d.png) 2. Select the endpoint identifier (EPI) of the Virtual Terminal. 3. Select **OK**. 2. From the Sale screen, you can either: - Use the keypad to enter the transaction amount. - [Add existing inventory items to your cart](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md). 3. Select **Process Payment**. 4. Select **E-invoice**. 5. Enter the invoice details: 6. In the **Expire** field, enter the date the invoice expires. 1. (Optional) In the **Invoice No** field, enter the invoice number. 2. (Optional) In the **Description** field, enter a description of the transaction. 3. (Optional) In the **Purchase Order** field, enter the customer’s purchase order number. 7. From the **Customer Name** dropdown menu, select an existing customer or enter the following customer’s details: 1. Phone number 2. Email address 3. (Optional) Company name 8. (Optional) In the Upload Image section, upload up to three images of any supporting documentation. 9. Select **Continue**. The app sends the e-invoice to the customer. 10. Select **Done**. ## Related articles - [Create an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-an-invoice.md) - [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md) - [View your payment links, e-invoice payments, and QR payments on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-your-payment-links-e-invoice-payments-and-qr-payments-on-the-roc-terminal-mobile-app.md) --- # Download a parameter update to the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app Roc Terminal+ mobile app After you change settings on the Roc Terminal+ web portal, you must download the updates to the Roc Terminal+ mobile app to apply the changes. To update the mobile app, complete the following steps: 1. From the Sale screen, select ![More options](https://support.payroc.com/assets/cb45ae30b7c04af2.png). 2. Select **Param Download**. The app checks for a parameter update and applies the update. 3. Select **OK**. ## Related articles - [Download a parameter update to your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md) - [Download a parameter update to your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md) --- # Mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app Accept payments from your phone or tablet. ## Articles - [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md) - [Run a sale using the inventory on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md) - [Run a keyed card sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-keyed-card-sale-on-the-roc-terminal-mobile-app.md) - [Run a cash sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-cash-sale-on-the-roc-terminal-mobile-app.md) - [Run a QR Pay sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-qr-pay-sale-on-the-roc-terminal-mobile-app.md) - [Create and share a payment link on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/create-and-share-a-payment-link-on-the-roc-terminal-mobile-app.md) - [Create and share an e-invoice on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/create-and-share-an-e-invoice-on-the-roc-terminal-mobile-app.md) - [Pair an RCKT reader with the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/pair-an-rckt-reader.md) - [Run a sale with a RCKT reader on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-with-a-rckt-reader-on-the-roc-terminal-mobile-app.md) - [Refund a transaction on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile.md) - [Run an unreferenced refund on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-an-unreferenced-refund-on-the-roc-terminal-mobile-app.md) - [Close a batch on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/close-a-batch.md) - [View previous batches on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-previous-batches.md) - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) - [View your payment links, e-invoice payments, and QR payments on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-your-payment-links-e-invoice-payments-and-qr-payments-on-the-roc-terminal-mobile-app.md) - [Resend a receipt from the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/resend-a-receipt.md) --- # Pair an RCKT reader with the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/pair-an-rckt-reader Roc Terminal+ mobile app **Important:** Pair an RCKT reader using only the Roc Terminal+ mobile app. Do not pair an RCKT reader using your mobile device settings. To pair the RCKT reader with the mobile app, turn on the RCKT reader, and turn on Bluetooth on your mobile device. Then complete the following steps: 1. From the Sale screen, select the ![phone icon](https://support.payroc.com/assets/5467a0b02a14627d.png). 2. Select the **Devices** tab. 3. From the device list, select the EPI for the RCKT reader, and then select **OK**. **Note:** The EPI contains the serial number of the RCKT reader. 4. From the Available Devices list, select the RCKT reader. **Note:** The device name in the list contains the serial number of the RCKT reader. 5. When the following prompt appears, select **Allow**.  ![Prompt to allow Roc Terminal+ to find and connect to nearby devices](https://support.payroc.com/assets/c5a4d0a2c0671d0f.png). 6. (Optional) If the following prompt appears, select **While using the app**.  ![Prompt to allow Roc Terminal+ to access the device location](https://support.payroc.com/assets/aedbb00bf7617e07.png). 7. From the Available Devices list, select the RCKT reader again to pair with the device. 8. Confirm the **BT code** on the RCKT reader matches the code on your mobile device, and then select **Pair** on the mobile app. 9. Select the green button on the RCKT reader.  ![RCKT reader showing the BT code with the green button highlighted](https://support.payroc.com/assets/5dff96dd79f58b9a.png). After you pair with the RCKT reader: - The RCKT reader name displays on the home screen of the mobile app:  ![Mobile app home screen with the connected RCKT reader highlighted](https://support.payroc.com/assets/f81e094176758a60.png). - The EPI of the mobile device displays on the RCKT reader, and a Bluetooth symbol appears beside the battery icon.  ![RCKT reader screen showing the EPI and a Bluetooth symbol](https://support.payroc.com/assets/ed6ac31182bfd17b.png). You can now run transactions with the RCKT reader. ## Related articles - [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md) - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) --- # Refund a transaction on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to refund a transaction. 1. From the Sale screen, select [phone-icon]. 2. Locate the transaction. For more information about searching for a transaction, go to [View transactions](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md). 3. Select ![More options](https://support.payroc.com/assets/cb45ae30b7c04af2.png) next to the transaction, and then select **Issue Refund**. 4. Confirm the refund amount. 5. (Optional) Enter an email address and phone number for the receipt. 6. Select **Confirm**. We process the refund. 7. When the confirmation appears, select **OK**. ## Related articles - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # Resend a receipt from the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/resend-a-receipt Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to resend a receipt for a transaction by email or SMS. **Note:** You can't send a receipt for a declined transaction. 1. Select ![Switch terminal](https://support.payroc.com/assets/5467a0b02a14627d.png). 2. (Optional) If you have multiple store locations, select the store location, and then select **OK**. 3. Select **Devices**, select the EPI of the device that processed the transaction, and then select **OK**. 4. Select **Transactions**. The app displays recent transactions. 5. (Optional) To filter transactions, select ![Filter](https://support.payroc.com/assets/530fc448df294c95.png), set your filters, and then select **Apply**. You can filter by date, status, transaction type, and card type. 6. (Optional) To search for the transaction, select ![Search](https://support.payroc.com/assets/238691709a0d2c33.png). You can search by the last 4 digits of the card, the cardholder name, or the receipt reference number (RRN). Select ![More options](https://support.payroc.com/assets/cb45ae30b7c04af2.png) next to the transaction, and then select one of the following: - To send an email receipt, select **Email Receipt**, and then enter the customer's information. - To send an SMS receipt, select **SMS Receipt**, and then enter the customer's information. ## Related articles - [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md) - [Run a sale using the inventory on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md) - [Run a keyed card sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-keyed-card-sale-on-the-roc-terminal-mobile-app.md) - [Run a cash sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-cash-sale-on-the-roc-terminal-mobile-app.md) --- # Run a cash sale on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-cash-sale-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app 1. From the Sale screen, you can either: - Use the keypad to enter the transaction amount. - [Add existing inventory items to your cart](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md). 2. Select **Process Payment**. 3. Select **Cash**. 4. (Optional) In the Invoice No field, enter the invoice number. 5. Enter the customer’s details: - (Optional) Phone number - (Optional) Email address - Company name 6. Select **Continue**. 7. Select **Pay**. 8. (Optional) To send a receipt to the customer, complete the following steps: 1. Select **Share Receipt**. 2. (Optional) Enter the customer’s phone number or email address, and then select **Confirm**. 3. Select **OK**. 9. Select **Done**. ## Related articles - [Run a sale with a RCKT reader on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-with-a-rckt-reader-on-the-roc-terminal-mobile-app.md) - [Run a cash sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-cash-sale.md) - [Refund a transaction on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile.md) --- # Run a keyed card sale on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-keyed-card-sale-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app 1. From the Sale screen, you can either: - Use the keypad to enter the transaction amount. - [Add existing inventory items to your cart](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md). 2. Select **Process Payment**, and then select **Manual**. 3. From the **Customer Name** dropdown menu, select an existing customer or enter the following customer’s details: - (Optional) Phone number - (Optional) Email address - Company name 4. (Optional) Enter the transaction details: 1. In the **Invoice No** field, enter the invoice number. 2. In the **Purchase Order** field, enter the customer’s purchase order number. 3. In the Billing Address section, enter the customer’s billing address. 4. If the customer's shipping address is different from the billing address, clear the **Set Shipping Address as Billing Address** checkbox, and then enter the customer’s shipping address in the Shipping Address section. 5. In the Upload Image section, upload up to three images of any supporting documentation. 5. Select **Continue**. 6. Enter the customer’s card information, and then select **Proceed**. 7. (Optional) If the customer’s card requires a signature, select **Tap to Sign**, and then ask the customer to provide their signature. 8. Select **Pay**. 9. (Optional) To send a receipt to the customer, complete the following steps: 1. Select **Share Receipt**. 2. Enter the customer’s phone number and email address, and then select **Confirm**. 3. Select **OK**. 10. Select **Done**. ## Related articles - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a keyed card sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-keyed-card-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Run a QR Pay sale on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-qr-pay-sale-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to generate a QR code for the customer to scan to complete a payment. 1. From the Sale screen, you can either: - Use the keypad to enter the transaction amount. - [Add existing inventory items to your cart](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md). 2. Select **Process Payment**. 3. Select **QR Pay**. 4. Enter a label and expiry date for the QR Pay code. 5. Select **Continue**. The app generates a QR code. 6. Ask the customer to scan the QR code to make a payment. 7. Select **OK**. ## Related articles - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Run a sale using the inventory on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to select items from your inventory and then run a sale. You can use the Roc Terminal+ web portal to add items to your inventory. For more information, go to [Add an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md). ## Add items to the cart 1. From the Sale screen, select **Inventory**. 2. For each inventory item: 1. From the list, select the inventory item. 2. Select **+** to increase the quantity or **-** to decrease the quantity. 3. Select **Add to Cart**. 3. Select ![Cart](https://support.payroc.com/assets/3f73db35bffa306f.png). 4. Select **Process Payment**. ## Run the sale After you select **Process Payment**, run the sale. You can use the following payment methods: - [Run a keyed card sale](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-keyed-card-sale-on-the-roc-terminal-mobile-app.md) - [Run a cash sale](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-cash-sale-on-the-roc-terminal-mobile-app.md) - [Run a QR Pay sale](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-qr-pay-sale-on-the-roc-terminal-mobile-app.md) - [Run a sale with a RCKT reader](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-with-a-rckt-reader-on-the-roc-terminal-mobile-app.md) - [Create and share a payment link](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/create-and-share-a-payment-link-on-the-roc-terminal-mobile-app.md) - [Create and share an e-invoice](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/create-and-share-an-e-invoice-on-the-roc-terminal-mobile-app.md) ## Related articles - [Run a sale with saved payment details in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-and-save-the-customers-card-details.md) - [Run a sale with a customer's saved card on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md) --- # Run a sale with a RCKT reader on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-with-a-rckt-reader-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app 1. From the Sale screen, you can either: - Use the keypad to enter the transaction amount. - [Add existing inventory items to your cart](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-sale-using-the-inventory-on-the-roc-terminal-mobile-app.md). 2. Select **Process Payment**. 3. Select **RCKT**. 4. Enter the customer’s phone number and email address, and then select **Continue**. 5. Ask the customer to tap, swipe, or insert their card. 6. (Optional) If the customer’s card requires a signature, select **Tap to Sign**, and then ask the customer to provide their signature. 7. Select **Pay**. 8. (Optional) To send a receipt to the customer, complete the following steps: 1. Select **Share Receipt**. 2. (Optional) Enter the customer's phone number or email address, and then select **Confirm**. 3. Select **OK**. 9. Select **Done**. ## Related articles - [Pair an RCKT reader with the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/pair-an-rckt-reader.md) - [Run a sale with a customer's saved card on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-a-customers-saved-card-on-the-roc-services-mobile-app.md) - [Run a sale and save the customer's card details](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-and-save-the-customers-card-details.md) --- # Run an unreferenced refund on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-an-unreferenced-refund-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to run an unreferenced refund with a customer’s card when you don’t have the transaction details. To complete an unreferenced refund, you need to enter the one-time passcode (OTP) that we send to your email address or phone number. > **Note:** If you know the transaction details and want to run a refund, go to [Refund a transaction on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile.md). To run an unreferenced refund, complete the following steps: 1. Select ![Dropdown arrow](https://support.payroc.com/assets/d81aba06a54a1a99.png), and then select **Refund**. 2. From the keypad, enter the refund amount, and then select **Process Payment**. 3. Enter the refund details, and then select **Continue**: 1. (Optional) In the **Invoice No** field, enter the invoice number. 2. From the **Customer Name** dropdown menu, select an existing customer or enter the following customer’s details: - (Optional) Phone number - (Optional) Email address - Company name 3. (Optional) In the Billing Address section, enter the customer’s billing address. 4. (Optional) If the customer's shipping address is different from the billing address, clear the **Set Shipping Address as Billing Address** checkbox, and then enter the customer’s shipping address in the Shipping Address section. 4. Enter the customer’s card information, and then select **Proceed**. 5. (Optional) If the customer’s card requires a signature, select **Tap to Sign**, and then ask the customer to provide their signature. 6. Select **Refund**. We send an OTP to your email address or phone number. 7. Enter the OTP that we sent you, and then select **Continue**. We process the refund. 8. On the confirmation screen, select **OK**. 9. (Optional) To send a receipt to the customer, complete the following steps: 1. Select **Share Receipt**. 2. (Optional) Enter the customer’s phone number or email address, and then select **Confirm**. 3. Select **OK**. 10. Select **Done**. ## Related articles - [Refund a transaction on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/refund-a-transaction-roc-terminal-mobile.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # View previous batches on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-previous-batches Roc Terminal+ mobile app Use the Roc Terminal+ mobile app to view previous batches. 1. From the Sale screen, select the navigation menu.  ![Sale screen header with the navigation menu highlighted](https://support.payroc.com/assets/89b012d385685970.png) 2. Select **Batch Report**. 3. (Optional) If you have multiple store locations, select the store location. 4. Select **Devices**, and then select the EPI of the device that contains the batch. 5. Select **OK**. The app displays recent batches. 6. Locate the batch: - To filter by date range, select the **Filter** icon, select a date range, and then select **Apply**. - To search by batch number, select the **Search** icon, and then enter the batch number. 7. From the list of batches, select a batch to view the batch summary. 8. (Optional) To view the transactions in the batch, select **Transactions**. ## Related articles - [Close a batch on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/close-a-batch.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) --- # View transactions on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions Roc Terminal+ mobile app View and search your recent transaction history in the Roc Terminal+ mobile app. **Note:** You can view only transactions from the Virtual Terminal and RCKT reader in the mobile app. To view transactions, complete the following steps: 1. From the Sale screen, select ![Switch terminal](https://support.payroc.com/assets/5467a0b02a14627d.png). 2. Select **Store**. 3. (Optional) If you have multiple store locations, select the store location, and then select **OK**. 4. Select **Devices**, and then select the EPI of the device you want to view transactions for. 5. Select **OK**. 6. Select **Transactions**. The app displays your recent transactions. 7. (Optional) To filter transactions, select ![Filter](https://support.payroc.com/assets/530fc448df294c95.png), set your filters, and then select **Apply**. You can filter by date, status, transaction type, and card type. 8. (Optional) To search for a specific transaction, select ![Search](https://support.payroc.com/assets/238691709a0d2c33.png). You can search by: - Last 4 digits of the card - Cardholder name - Receipt reference number (RRN) --- ## Related articles - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) --- # View your payment links, e-invoice payments, and QR payments on the Roc Terminal+ mobile app Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-your-payment-links-e-invoice-payments-and-qr-payments-on-the-roc-terminal-mobile-app Roc Terminal+ mobile app To view the payment links, e-invoice payments, and QR payments that you’ve created in the Roc Terminal+ mobile app, complete the following steps: 1. From the Sale screen, select ![Menu](https://support.payroc.com/assets/9e12fd2a3811751a.png). 2. Select **Reports**, and then select **E-Invoice**. The app displays the recent payment links, e-invoice payments, and QR payments that you’ve created. 3. (Optional) If you have multiple locations, complete the following steps: 1. From the store location dropdown menu, select the store location that you want to view. 2. Select **OK**. 4. (Optional) If you have multiple devices, complete the following steps: 1. From the device dropdown menu, select the endpoint identifier (EPI) of the device that you want to view. 2. Select **OK**. 5. (Optional) To filter your payments, select ![Filter](https://support.payroc.com/assets/64b1f2126ddec8f3.png), set your filters, and then select Apply. You can filter payments by: - **Date** – Date you created the payment. - **Status** – Status of the payment. 6. (Optional) To search for a payment, select ![Search](https://support.payroc.com/assets/238691709a0d2c33.png). You can search by: - Customer’s email address - Customer’s name - Invoice number 7. (Optional) To view the details of a payment, select ![More options](https://support.payroc.com/assets/a15af29506e3adaa.png). ## Related articles - [Change the settings of a payment link](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/change-the-settings-of-a-payment-link.md) - [Run a QR Pay sale on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/run-a-qr-pay-sale-on-the-roc-terminal-mobile-app.md) - [Introduction to Payment Links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/introduction-to-payment-links.md) --- # Web portal: Account management Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management Manage your account settings from your desktop. ## Articles - [Log in to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/log-in-to-roc-terminal.md) - [Link your QuickBooks account to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/link-your-quickbooks-account-to-roc-terminal.md) - [Unlink your QuickBooks account from Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/unlink-your-quickbooks-account-from-roc-terminal.md) - [Sync your Roc Terminal+ transactions with QuickBooks](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/sync-your-roc-terminal-transactions-with-quickbooks.md) --- # Link your QuickBooks account to Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/link-your-quickbooks-account-to-roc-terminal Roc Terminal+ web portal 1. Log in to [http://terminalplus.rocpos.com/login](http://terminalplus.rocpos.com/login). 2. Select **Settings** > **QuickBooks** > **Authenticate**. 3. On the pop-up window, enter your QuickBooks credentials, and then select **Sign In**. 4. (Optional) By default, we send a transaction amount that doesn't include tips, taxes, and fees. If you want to include these, select **Total Amount**, and then select **Update**. After you successfully link your QuickBooks account to Roc Terminal+, we display your QuickBooks Company ID. > **Note:** If you can't link your QuickBooks account to Roc Terminal+, contact our Customer Support team at **888.477.4500** or email [cs@payroc.com](mailto:cs@payroc.com). ## Tutorial video [Roc Terminal+ | QuickBooks Integration](https://www.youtube-nocookie.com/embed/_REr2pTfnyY) ## Related articles - [SecureTrust PCI Manager](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/securetrust-pci-manager.md) - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md) - [Unlink your QuickBooks account from Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/unlink-your-quickbooks-account-from-roc-terminal.md) --- # Log in to Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/log-in-to-roc-terminal Roc Terminal+ web portal 1. Go to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. Enter your username. 3. Enter your password. 4. Select **LOGIN**. > **Note:** If you’ve forgotten your password, select **Forgot Password?**, and then follow the steps to reset your password. ## Related articles - [Reset your password on your Roc Terminal+ device with multi-MID](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/reset-your-password-on-your-multi-mid-device.md) --- # Sync your Roc Terminal+ transactions with QuickBooks Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/sync-your-roc-terminal-transactions-with-quickbooks Roc Terminal+ web portal 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 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. Select **Settings** > **Merchant Settings** > **QB Card Present**. 3. Select the **Selected Epi** box, and then select the EPI of the device. 4. (Optional) To manually enter an invoice number, complete the following steps: 1. Select **Manua**l. 2. In **Min Length**, enter the minimum character length of the invoice number. 3. In **Max Length**, enter the maximum character length of the invoice number. 5. (Optional) By default, the device prompts you to enter a customer's name for each transaction. To turn off this feature, in the **Customer Name** section, set the value of **Min Length** to 0. 6. Select **Update**. ### Update your device 1. On your device, tap **Main Menu** ≡, and then tap **Updates**. 2. Confirm that the [EPI](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/find-the-epi-of-your-device.md) of the device is correct, and then tap **Enter**. After you successfully link your device to QuickBooks, your device automatically syncs the transaction information with QuickBooks. ## Card-not-present transactions When you use Roc Terminal+ to run a card-not-present transaction, you can sync your transaction information with Quickbooks. To sync a sale, recurring transaction, or invoice with QuickBooks: - Select the **Create/Update Invoice with QuickBooks** checkbox. To sync a refund with QuickBooks: - Select the **Payment Sync in QB** checkbox. ## Video tutorial [Roc Terminal+ | QuickBooks Integration](https://www.youtube-nocookie.com/embed/_REr2pTfnyY) ## Related articles - [Link your QuickBooks account to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/link-your-quickbooks-account-to-roc-terminal.md) - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [Log in to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/log-in-to-roc-terminal.md) --- # Unlink your QuickBooks account from Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/unlink-your-quickbooks-account-from-roc-terminal Roc Terminal+ web portal 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. Select **Settings** > **QuickBooks** > **Authenticate**. 3. Select **Delete** ![Delete icon](https://support.payroc.com/assets/aa819110eed78d51.png), and then select **YES**. ## Related articles - [Link your QuickBooks account to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/link-your-quickbooks-account-to-roc-terminal.md) - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md) - [Log in to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/log-in-to-roc-terminal.md) --- # Add an inventory item to Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item Roc Terminal+ web portal You can save items to your inventory so that you can quickly add them to a sale. > **Note:** If you want to import an existing inventory or add multiple items, go to [Manage your inventory](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md). The following table shows the details that you can add to an item: | Field | Required? | Description | | --- | --- | --- | | Item Name | Required | Name of the item. | | SKU | Optional | Stock keeping unit (SKU) number, which is a unique identifier that you assign to the item. | | Category | Required | Category of the item. | | Unit Cost | Optional | Cost of one unit of item in dollars. | | Description | Required | Description of the item. | | Inventory | Required | Indicates whether you want to track the stock count for the item. Select one of the following options: - **Yes** - Track the stock count for the item. If you select this option, you must also enter the quantity of the items. - **No** - Don’t track the stock count for the item. | | Qty | Conditional | Number of units you have in stock. You can complete this field only if you select **Yes** in the Inventory field. | | Status | Required | Indicates whether the item displays in your inventory. Select one of the following options: - **Active** - Display the item in your inventory. - **Inactive** - Don’t display the item in your inventory. | | Pin Item | Optional | Indicates if you want to pin the item to the top of the inventory list. You can pin multiple items. If you pin an item, you must also specify its pinned position in the Pinned Item Order field. | | Pinned Item Order | Conditional | Position of the pinned item in the inventory list. You can complete this field only if you select **Pin Item**. | | Taxable? | Required | Indicates whether taxes apply to the item. Select one of the following options: - **Yes** - Apply tax to the item. - **No** - Don’t apply tax to the item. | | Commodity Code | Required | Code that identifies the type of item. If you don’t know the commodity code for your item, you can search it on the [United States Census Bureau](https://www.census.gov/foreign-trade/schedules/b/2026/index.html) website. | | Unit Of Measure | Required | Unit that you use to measure the item and the cost for each unit. | ## Add an inventory item 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Settings**. 3. Select the **Product** tab. ![Settings page with the Product tab highlighted](https://support.payroc.com/assets/312c04e4bef62007.png) 1. Select **ADD ITEM**. 2. (Optional) To add an image to the item, select **ADD IMAGE**, and then select an image to upload. The image must meet the following requirements: - **File format** - .jpg, .jpeg, or .png - **File size** - 5MB or smaller - **Image dimensions** - 150 x 150 pixels 3. Enter the item details. 4. Select **CREATE**. After you add an item, the inventory automatically syncs across your devices and virtual terminals. ## Related articles - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) - [Add an item to the catalog on Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-an-item-to-the-catalog-on-roc-services-mobile-app.md) - [Combine multiple batch reports into one report on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/combine-multiple-batch-reports-into-one-report.md) - [Manage your inventory on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md) --- # Configure custom fields for transactions with Roc Terminal+ on a device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-custom-fields-to-your-transactions Roc Terminal+ web portal You can use the Roc Terminal+ web portal to add custom fields to a sale to collect additional information, for example, invoice number. The information from custom fields appears on receipts and in the transaction history in the web portal. Custom fields capture only the information that you enter during a sale. Roc Terminal+ doesn’t process or track the information, for example, you can’t use custom fields to track tips by server ID. To track tips for individual staff members, go to [Set up tip reporting for your staff members](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md). Include the following information when you add a custom field: | Field | Description | | --- | --- | | Display Text | Name of the custom field. | | Text Format | Format of the input value. From the drop-down menu, select one of the following options: - **AlphaNumeric** - Allow letters and numbers. - **Numeric** - Allow only numbers. | | Min Length | Minimum number of characters that you must enter in the field. Enter **0** if the field can remain empty. | | Max Length | Maximum number of characters that you must enter in the field. Enter a value of up to **16**. | | Mandatory | Indicates whether the field is mandatory. From the dropdown menu, select one of the following options - **Yes** - You must enter a value for the custom field when you run a sale. - **No** - You don't need to enter a value for the custom field when you run a sale. | | Prompt Order | Order that we display the custom fields. To rearrange the order, select![Drag handle](https://support.payroc.com/assets/eae9faf9ae4650a6.png)and drag the field to the position that you want. | | Duplicate Check | Indicates if you want to accept duplicate values: - Select the checkbox to reject duplicate values. - Clear the checkbox to accept duplicate values. | ## Add a custom field > **Note:** You must set up custom fields for each device and virtual terminal separately. 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Device Management**. 3. (Optional) Search for your device or virtual terminal 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 or virtual terminal - Store name associated with your device or virtual terminal 4. Select the EPI of your device or virtual terminal. 5. Select **EDIT PARAMETERS**. 6. Select the **Data Collection** tab. ![Data Collection tab highlighted, with Additional Input enabled and a custom field row](https://support.payroc.com/assets/ad4f0a3c6c02386e.png) 1. Turn on **Additional Input**. 2. For each custom field, select **ADD ADDITIONAL INPUT** , and then enter the details. 3. Select **SAVE**. If you add a custom field to a device, you must download updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) - [Set up tip reporting for your staff members on a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md) - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) --- # Combine multiple batch reports into one report on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/combine-multiple-batch-reports-into-one-report Roc Terminal+ web portal You can use the Roc Terminal+ web portal to combine batch reports from multiple devices and virtual terminals into one report. When you export the combined report, the web portal generates a ZIP file that contains the report in CSV format. > **Note:** You can’t print a combined batch report from your device. 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Report**, and then select **BatchOut Report**. 3. (Optional) Search the batch reports using one of the following criteria: - Endpoint identifier (EPI) of your device or virtual terminal - Merchant name associated with your device or virtual terminal - Store name associated with your device or virtual terminal 4. (Optional) Filter batch reports based on the close date of the batches: - **Recent** – View the most recently closed batches for all devices and virtual terminals. - **Today** – View batches that closed today. - **MTD** – View batches that closed this month. - **Yesterday** – View batches that closed yesterday. - **Last Month** – View batches that closed last month. - **Current Week** – View batches that closed in the current week. - **Last Week** – View batches that closed last week. - **Custom (Within Last 90 Days)** – View batches that closed in the last 90 days. You can adjust the date range if you need to. - **Custom (Older Than 90 Days)** – View batches that closed more than 90 days ago. You can adjust the date range if you need to. 5. Select the checkbox next to the batch report that you want to include.![BatchOut Report page with the checkboxes for three batch reports selected](https://support.payroc.com/assets/4dff5dd98ea4fd16.png) 6. Select **EXPORT**. 7. On the confirmation screen, select **View Request** to check the download status in the Download Center. 8. (Optional) To edit the file name, select![Edit](https://support.payroc.com/assets/ffceddf5ab63590f.png). 9. When the status of the file changes to **Ready to download**, select![Download](https://support.payroc.com/assets/cf72f74b2d55d26b.png)to download the combined report as a ZIP file. ![Download Center file card with the Ready to download status and the Edit and Download icons](https://support.payroc.com/assets/59168d76c0541294.png) After the download completes, extract the ZIP file to view the combined report in CSV format. ## Related articles - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) - [Create and download a transaction report from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/create-and-download-a-transaction-report.md) - [Configure signature settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-signature-settings-for-roc-terminal-plus-on-a-device.md) - [Manage your inventory on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md) --- # Configure receipt settings for Roc Terminal+ on a device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device Roc Terminal+ web portal 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](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md#step-1-access-the-print-options-0). 2. [Configure your receipt settings](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md#step-2-configure-your-receipt-settings-1). 3. [Download updates to your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md#step-3-download-updates-to-your-device-5). ## Step 1. Access the print options 1. Log in to [https://terminalplus.rocpos.com/login](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. ![Device parameters with the Receipt tab and the Print Option tab highlighted](https://support.payroc.com/assets/21b94d0953441f9c.png) ## Step 2. Configure your receipt settings Choose one of the following receipt configurations: - [Set up paper receipts](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md#set-up-paper-receipts-2). - [Set up email and SMS receipts](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md#set-up-email-and-sms-receipts-3). - [Set up paper, email, and SMS receipts](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md#set-up-paper-email-and-sms-receipts-4). ### Set up paper receipts 1. Turn off **Hide Receipt Option**. ![Hide Receipt Option toggle turned off and set to Disabled](https://support.payroc.com/assets/10eba674e437cd0b.png) 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**. ![Hide Receipt Option toggle turned off and set to Disabled](https://support.payroc.com/assets/10eba674e437cd0b.png) 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**. ![Hide Receipt Option toggle turned off and set to Disabled](https://support.payroc.com/assets/10eba674e437cd0b.png) 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 updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Customize receipts for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts.md) - [Combine multiple batch reports into one report on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/combine-multiple-batch-reports-into-one-report.md) - [Configure custom fields for transactions with Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-custom-fields-to-your-transactions.md) --- # Configure signature settings for Roc Terminal+ on a device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-signature-settings-for-roc-terminal-plus-on-a-device Roc Terminal+ web portal You can use the Roc Terminal+ web portal to configure how your device prompts your customer for their signature during a sale. If you require a signature, you can choose to 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). 1. Log in to [https://terminalplus.rocpos.com/login](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. ![Device parameters with the Receipt tab and Print Option tab highlighted](https://support.payroc.com/assets/21b94d0953441f9c.png) 1. 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**. 2. Select **SAVE**. 3. Download the updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md) - [Customize receipts for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts.md) - [Configure sleep settings for a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device.md) --- # Configure sleep settings for a Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device Roc Terminal+ web portal You can use the Roc Terminal+ web portal to configure how long your device stays on before the display turns off. The minimum time you can set is 31 seconds, and the maximum time depends on the model of your device: - **Newland X800 devices** - 9,999 seconds or 2 hours and 46 minutes - **Newland N950 or N950S devices** - 600,000 seconds or 7 days > **Note:** Any changes you make in the web portal override any sleep settings that you configured on your device. To configure the sleep settings for your device, complete the following steps: 1. Log in to [https://terminalplus.rocpos.com/login](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 **Terminal & Transaction** tab, and then select the **Terminal** tab. ![Parameter tabs with the Terminal & Transaction tab and the Terminal tab highlighted](https://support.payroc.com/assets/7f332cf2680c6489.png) 1. In the Sleep Mode/Timer field, enter the time in seconds for how long the device stays on before the display turns off. 2. Select **SAVE**. 3. Download updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Configure signature settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-signature-settings-for-roc-terminal-plus-on-a-device.md) - [Configure receipt settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md) - [Combine multiple batch reports into one report on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/combine-multiple-batch-reports-into-one-report.md) - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) --- # Configure your batch settings on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings Roc Terminal+ web portal You can use the Roc Terminal+ web portal to configure your device or virtual terminal to automatically settle your batch at a specific time each day. You must set the settlement time in Eastern Standard Time (EST). 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Device Management**. 3. (Optional) Search for your device or virtual terminal 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 or virtual terminal - Store name associated with your device or virtual terminal 4. Select the EPI of your device or virtual terminal. 5. Select **EDIT PARAMETERS**. 6. Select the **Terminal & Transaction** tab, and then select the **Termina** l tab. ![Device parameters with the Terminal & Transaction tab and the Terminal tab highlighted](https://support.payroc.com/assets/7f332cf2680c6489.png) 1. To automatically settle a batch at a specific time each day, turn on **Batch Out**. 2. From the **Settlement Time (EST)** dropdown menu, select the time the batch closes in Eastern Standard Time (EST). 3. Select **SAVE**. If you configure batch settings for a device, you must download updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Close a batch on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/close-a-batch.md) - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) - [Customize receipts for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts.md) --- # Customize receipts for Roc Terminal+ on a device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts Roc Terminal+ web portal You can use the Roc Terminal+ web portal to customize your receipt header and footer for your device or virtual terminal: - **Header** - Include your business address and your contact information - **Footer** - Include your business policy and a thank you message To customize the header and footer of your receipts, complete the following steps: 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Device Management**. 3. (Optional) Search for your device or virtual terminal 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 - Store name 4. Select the EPI of your device or virtual terminal. 5. Select **EDIT PARAMETERS**. 6. Select the **Receipt** tab, and then select the **Header/Footer** tab. ![Device Parameters page with the Receipt tab and the Header/Footer tab highlighted](https://support.payroc.com/assets/8a7a07a58030a2e2.png) 1. Edit the header and the footer: 1. In the Header section, edit the header text. You can’t edit the DBA name in the header. 2. In the Footer section, edit the footer text. 3. (Optional) To add an additional line to the footer, select **Add**. 2. (Optional) To add a disclaimer to your receipts, turn on **Enable Disclaimer**. **Note:** We recommend that you include disclaimers to protect against chargebacks and that you don’t modify the default disclaimer text. 1. (Optional) To view a preview of the changes, select **LOAD PREVIEW**. 2. Select **SAVE**. If you customize the receipt header or footer for your device, you must download updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Configure receipt settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md) - [Configure custom fields for transactions with Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-custom-fields-to-your-transactions.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) - [Configure signature settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-signature-settings-for-roc-terminal-plus-on-a-device.md) --- # Edit, duplicate, or delete an inventory item Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Settings**. 3. Select the **Product** tab. ![Settings page with the Product tab highlighted](https://support.payroc.com/assets/312c04e4bef62007.png) 1. (Optional) Search for the item. You can search by: - Name - SKU - Description 2. From the item row, select![More options](https://support.payroc.com/assets/c8385a6c563fccc3.svg), and then complete one of the following actions: - To edit an item: 1. Select **Edit**. 2. Edit the item details. 3. Select **UPDATE**. - To duplicate an item: 1. Select **New Item from Template**. 2. Edit the item details. 3. Select **CREATE**. - To delete an item: 1. Select **Delete**. 2. Select **YES**. ![Product list with an item menu open showing Edit, New Item from Template, and Delete](https://support.payroc.com/assets/83503ffbef64cda3.png) ## Related articles - [Add an inventory item to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md) - [Add an item to the catalog on Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/add-an-item-to-the-catalog-on-roc-services-mobile-app.md) - [Set up tip reporting for your staff members on a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md) --- # Web portal: Device configuration Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration Configure device settings from your desktop. ## Articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Set up tip reporting for your staff members on a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md) - [Configure custom fields for transactions with Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-custom-fields-to-your-transactions.md) - [Split a payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment.md) - [Set up automatic change calculation for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-automatic-change-calculation-for-cash-sales.md) - [Customize receipts for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts.md) - [Configure receipt settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md) - [Configure signature settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-signature-settings-for-roc-terminal-plus-on-a-device.md) - [Add an inventory item to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md) - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) - [Manage your inventory on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) - [Combine multiple batch reports into one report on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/combine-multiple-batch-reports-into-one-report.md) - [Configure sleep settings for a Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-sleep-settings-for-your-device.md) --- # Manage your inventory on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory Roc Terminal+ web portal You can use Roc Terminal+ web portal to manage your inventory, including: - [**Import an inventory**](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#import-your-inventory-0) - Use a template to import an existing inventory. - [**Export your inventory**](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#export-your-inventory-5) - Export your inventory as a spreadsheet. ## Import your inventory Before you import an inventory, make sure that each item has a unique stock keeping unit (SKU) number. If you import an item with the same SKU as an existing item, the system replaces the existing item. > **Note:** The template doesn’t support images. To add images, [add the item individually](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md) or [edit the item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) after you import it. To import an inventory, complete the following steps: 1. [Download the inventory template](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-1-download-the-inventory-template-1). 2. [Fill out the template](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-2-fill-out-the-template-2). 3. [Upload your template](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-3-upload-your-template-3). 4. [(Optional) Review your upload progress](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-4-optional-review-your-upload-progress-4). ### Step 1: Download the inventory template 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Settings**. 3. Select the **Product** tab. ![Settings page with the Product tab highlighted](https://support.payroc.com/assets/309e852cf29037f2.png) 1. From the Action dropdown menu, select **Sample File**. 2. Select your preferred file format. To help prevent errors, we recommend that you use the CSV format. 3. Select **DOWNLOAD**. ### Step 2: Fill out the template Fill out the template, and then save the file. For each item, enter the following item details: | Field | Required? | Description | | --- | --- | --- | | SKU | Optional | Stock keeping unit (SKU) number, which is a unique identifier that you assign to the item. | | DESCRIPTION | Required | Description of the item. | | CATEGORY | Required | Category of the item. **Important:** Don’t use any of the following special characters: **`!"#$%&'()*+,-./:;<=>?@[\]^_{}**. To add a category that includes special characters, you must add the item individually. | | QUANTITY | Conditional | Number of units you have in stock. You can complete this field only if you enter **YES** in the INVENTORY field. | | UNITCOST | Required | Cost of one unit of item in dollars. | | TAXABLE | Required | Indicates whether taxes apply to the item. Enter one of the following options: - **YES** - Apply tax to the item. - **NO** - Don’t apply tax to the item. | | INVENTORY | Required | Indicates if you want to track the stock count for the item. Enter one of the following options: - **YES** - Track the stock count of the item. If you select this option, you must also enter the number of items in the QUANTITY field. - **NO** - Don’t track the stock count of the item. | | IS_PINNED | Optional | Indicates if you want to pin the item to the top of the inventory list. You can pin multiple items. Enter one of the following options: - **YES** - Pin the item to the top of the list. If you select this option, you must also specify its pinned position in the PINNED ORDER field. - **NO** - Don’t pin the item to the top of the list. | | PINNED ORDER | Conditional | Position of the pinned item in the inventory list, for example, if you enter **3**, the item displays at the 3rd position from the top. You can complete this field only if you enter **YES** in the IS_PINNED field. | | STATUS | Required | Indicates whether you want to display the item in your inventory. Enter one of the following options: - **Active** - Display the item in your inventory. - **Inactive** - Don’t display the item in your inventory. | | ITEM NAME | Required | Name of the item. **Important:** Don’t use any of the following special characters: **`!"#$%&'()*+,-./:;<=>?@[\]^_{}**. To add an item name that includes special characters, add the item individually. | The following image shows an example of a completed template: ![Completed inventory template in a spreadsheet with three example items](https://support.payroc.com/assets/e3fe67c1c8edbd4b.png) ### Step 3: Upload your template 1. On the side menu, select **Settings**. 2. Select the **Product** tab. ![Settings page with the Product tab highlighted](https://support.payroc.com/assets/309e852cf29037f2.png) 1. From the **Action** dropdown menu, select **Import**. 2. Select your file. 3. To confirm your upload, select **YES**. ### Step 4: (Optional) Review your upload progress If the file contains more than 25 items, you can use the Upload Center to check the upload progress. 1. On the File Uploaded screen, select **OK**. 2. From the Action dropdown menu, select **Upload Center**. 3. View the status of your upload: - **PENDING** - File is waiting to be processed. - **INPROGRESS** - Upload is in progress. - **COMPLETED** - Upload is complete or unsuccessful. If the upload is unsuccessful, select **Failed Products** to view the list of errors. ![Completed upload in the Upload Center with the Failed Products button highlighted](https://support.payroc.com/assets/6259fbb420d068ab.png) After you successfully import your file, the items appear in your inventory and automatically sync across all your devices. ## Export your inventory When you export your inventory, we include the following fields: | Field | Description | | --- | --- | | SKU | Stock keeping unit (SKU) number, which is a unique identifier that you assign to the item. | | DESCRIPTION | Description of the item. | | CATEGORY | Category of the item. | | QUANTITY | Number of units you have in stock. | | UNITCOST | Cost of one unit of item in dollars. | | TAXABLE | Indicates whether taxes apply to the item. | | INVENTORY | Indicates whether you track the stock count for the item. | | IS_PINNED | Indicates whether you pinned the item to the top of the inventory list. | | PINNED ORDER | Position of the pinned item in the inventory list. | | STATUS | Indicates whether you display the item in your inventory. | | ITEM NAME | Name of the item. | | UNIT OF MEASURE | Cost of one unit of an item in dollars and its unit of measure, for example, 20.00 Each. | | COMMODITY CODE | Code that identifies the type of item. | To export your inventory, complete the following steps: 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Settings**. 3. Select the **Product** tab. ![Settings page with the Product tab highlighted](https://support.payroc.com/assets/309e852cf29037f2.png) 1. From the **Action** dropdown menu, select **Export**. 2. Select your preferred file format. 3. Select **EXPORT**. ## Related articles - [Add an inventory item to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md) - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) - [Create a catalog item in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) --- # Set up automatic change calculation for Roc Terminal+ on a device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-automatic-change-calculation-for-cash-sales Roc Terminal+ web portal You can use the Roc Terminal+ web portal to configure a device to calculate change automatically when you run a cash sale. > **Note:** For devices that run on V1.0.14RT or later, the receipt displays the cash amount that the customer paid and change due. 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login) . 2. On the side menu, select **Device Management**. 3. In the search box, enter the endpoint identifier (EPI), doing business as (DBA) name, serial number, or type of the device. 4. From the Current Version column, confirm that the application version runs on V1.0.8RT or later. 5. Select the EPI of the device. 6. Select **EDIT PARAMETERS** > **Terminal & Transaction** > **Transaction**. 7. Enable **Change Management on Cash Transactions**. 8. Select **POS MENU CONFIG** , and then select **CASH**. 9. Confirm that **SALE** is selected. **Note:** We recommend that you disable **REFUND** to prevent risk of chargeback. 10. Select **SAVE**. If you configure the change management setting, you must download the updates to your device.For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) - [Configure custom fields for transactions with Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-custom-fields-to-your-transactions.md) --- # Set up tip reporting for your staff members on a Roc Terminal+ device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members Roc Terminal+ web portal You can set up tip reporting on your payment device to track tips for individual staff members. To set up tip reporting, complete the following steps: 1. [Enable tip reporting on your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md#step-1-enable-tip-reporting-on-your-device). 2. [Add your staff members](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md#step-2-add-your-staff-members). 3. [Download updates to your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md#step-3-download-updates-to-your-device). ## Step 1. Enable tip reporting on your device 1. Log in to [https://terminalplus.rocpos.com/login](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** > **Tip, Tax & Differential** > **Tip**. 6. Turn on **Tip Option**. 7. Turn on **Server/Clerk Setup**. 8. (Optional) To require staff members to enter their clerk or server ID before they run a sale, turn on **Clerk Mandate**. 9. (Optional) To allow multiple staff members to share tips from a transaction, turn on **Split Clerk**. ## Step 2. Add your staff members 1. Select **ADD SERVER / CLERK DETAILS**. 2. (Optional) In the Clerk / Server ID field, enter a prefix for the ID and NAME column headings. If you enter Server, the columns will show SERVER ID and SERVER NAME. 3. For each staff member, enter the following details: 1. In the ID field, assign a unique identifier number to your staff member. 2. In the NAME field, enter the name of your staff member. 3. Select ![Add](https://support.payroc.com/assets/7341894a47032ac0.png). 4. Select **SAVE.** 5. To save your changes, from the top right of the Device Parameters screen, select **SAVE**. ## Step 3. Download updates to your device - Download updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) - [Configure receipt settings for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-receipt-settings-for-your-device.md) --- # Set up tips for Roc Terminal+ on a device Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device Roc Terminal+ web portal Use the Roc Terminal+ web portal to configure your payment device to accept tips from customers. You can set up tips in one of the following ways: - **Prompt for tips during a sale** - Devices prompt your customers to add a tip before they make payment. Use tip prompts if you are a retail business, for example, you have a cafe or a convenience store. - **Adjust tips after a sale** - Use your device to take payment that doesn't include a tip. The customer can then choose to tip by writing a tip amount on their receipt, and after you can adjust the payment. Use tip adjustments if you are a service-based business, for example, you have a restaurant or a bar. - **Prompt for tips during a sale and adjust tips after a sale**  - Offer both tip prompts during a sale and tip adjustments after a sale. #### Constraints for tip adjustments To accept tip adjustments after a sale, you can't use a pricing program like RewardPay or Consumer Choice, and you must also have one of the following Merchant Category Codes (MCC): - **Taxis or Limos** - 4121 - **Restaurants** - 5812 - **Bars or Taverns** - 5813 - **Beauty or Barbers** - 7230 - **Health or Beauty** - 7298 If you use RewardPay or Consumer Choice, or you have a different category code, you can still prompt for tips during a sale. #### How to set up tips for your device To set up accept tips for a device, complete the following steps: 1. Enable tipping for your device. 2. Configure your tip settings. 3. Download updates to your device. > **Note:**  If you want to set up tip reporting for individual staff members, go to [Set up tip reporting for your staff members](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tip-reporting-for-your-staff-members.md). ## Step 1. Enable tipping for your device 1. Log in to [https://terminalplus.rocpos.com/login](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** > **Tip, Tax & Differential** > **Tip**. 6. Turn on **Tip Option**. ## Step 2. Configure your tip settings You can configure your tip settings in one of the following ways: - To prompt for tips during a sale, go to Set up tip prompts. - To adjust tips after a sale, go to Set up tip adjustments. - To do both, go to Set up tip prompts and tip adjustments. ### Set up tip prompts 1. To prompt for tips during card sales, turn on **Tip On Screen.** 2. To prompt for tips during cash sales, turn on **Tip For Cash**. 3. In the Max Tip section, set the maximum tip percentage and amount that you can accept. 4. (Optional) To display a button for no tips, turn on **Show No Tip Button**. 5. Choose whether you want to display tip suggestions on your device: - If you want to display tip suggestions on your device, go to Display tip suggestions on your device. - If you don’t want to display tip suggestions on your device, go to Hide tip suggestions on your device. #### Display tip suggestions on your device 1. In the Show Tip Suggestion section, select **Tip On Screen Only**. 2. In the Tip On Screen section, select one of the following display options: - **Percentage (%)** - Display tip suggestions as percentages. - **Dollar ($)** - Display tip suggestions as dollar amounts. - **Variable**  - Display tip suggestions either in percentage or dollar amounts based on the transaction amount. To set up variable tips, complete the following steps: - From the dropdown menu, select one of the following options: - **Percentage** – If the transaction is below a set amount, display percentage tip suggestions, and if the transaction is above a set amount, display dollar tip suggestions. - **Dollar** – If the transaction is below a set amount, display dollar tip suggestions, and if the transaction is above a set amount, display percentage tip suggestions. - Enter the transaction amount in dollars when the tip type changes. 3. (Optional) Edit the tip suggestion values. 4. To display the total amount that includes each tip suggestion, turn on **Show Totals Per Tip Suggestion**. 5. Select **SAVE**. #### Hide tip suggestions on your device 1. In the Show Tip Suggestion section, select **NONE**. 2. Select **SAVE**. ### Set up tip adjustments 1. To print a line item for tips on receipts for card sales, turn on **Tip On Receipt**. 2. To print a line item for tips on receipts for cash sales, turn on **Tip For Cash**. 3. In the Max Tip section, set the maximum tip percentage and amount that you can accept. 4. In the Receipt For Tip Adjust section, choose how you want the receipt to print after a tip adjustment: - **Prompt and Print** – Ask you whether you want to print a receipt. - **Auto Print** - Automatically print a receipt. - **Don't Print** - Don't print a receipt. 5. Choose whether you want to display tip suggestions on receipts: - If you want to display tip suggestions on receipts, go to Display tip suggestions on receipts. - If you don’t want to display tip suggestions on receipts, go to Hide tip suggestions on receipts. #### Display tip suggestions on receipts 1. To display tip suggestions on receipts, turn on **Smart Tip**. 2. In the Show Tip Suggestion section, select **Tip On Receipt Only**. 3. In the Tip On Screen section, select one of the following display options: - **Percentage (%)** - Display tip suggestions as percentages. - **Dollar ($)** - Display tip suggestions as dollar amounts. - **Variable**  - Display tip suggestions either in percentage or dollar amounts based on the transaction amount. To set up variable tips, complete the following steps: - From the dropdown menu, select one of the following options: - **Percentage** – If the transaction is below a set amount, display percentage tip suggestions, and if the transaction is above a set amount, display dollar tip suggestions. - **Dollar** – If the transaction is below a set amount, display dollar tip suggestions, and if the transaction is above a set amount, display percentage tip suggestions. - Enter the transaction amount in dollars when the tip type changes. 4. (Optional) Edit the tip suggestion values. 5. Select **SAVE**. #### Hide tip suggestions on receipts 1. To hide tip suggestions on receipts, turn off **Smart Tip**. 2. In the Show Tip Suggestion section, select **NONE**. 3. Select **SAVE**. ### Set up tip prompts and tip adjustments 1. To enable tip prompts and tip adjustments for card sales, turn on **Tip On Screen**  and **Tip On Receipt.** 2. To enable tip prompts and tip adjustments for cash sales, turn on **Tip For Cash**. 3. In the Max Tip section, set the maximum tip percentage and amount that you can accept. 4. (Optional) To display a button for no tips, turn on **Show No Tip Button**. 5. In the Receipt For Tip Adjust section, choose how you want the receipt to print after a tip adjustment: - **Prompt and Print** – Ask you whether you want to print a receipt. - **Auto Print** - Automatically print a receipt. - **Don't Print** - Don't print a receipt. 6. Choose whether you want to display tip suggestions on both your device and receipts: - If you want to display tip suggestions on both your device and receipts, go to Display tip suggestions on your device and receipts. - If you don’t want to display tip suggestions on both your device and receipts, go to Hide tip suggestions on your device and receipts. #### Display tip suggestions on your device and receipts 1. To print tip suggestions on receipts, turn on **Smart Tip**. 2. In the Show Tip Suggestion section, select **Both On Screen and On Receipt.** 3. In the Tip On Screen section, select one of the following display options: - **Percentage (%)** - Display tip suggestions as percentages. - **Dollar ($)** - Display tip suggestions as dollar amounts. - **Variable**  - Display tip suggestions either in percentage or dollar amounts based on the transaction amount. To set up variable tips, complete the following steps: - From the dropdown menu, select one of the following options: - **Percentage** – If the transaction is below a set amount, display percentage tip suggestions, and if the transaction is above a set amount, display dollar tip suggestions. - **Dollar** – If the transaction is below a set amount, display dollar tip suggestions, and if the transaction is above a set amount, display percentage tip suggestions. - Enter the transaction amount in dollars when the tip type changes. 4. (Optional) Edit the tip suggestion values. 5. (Optional) To display the total amount that includes each tip suggestion on your device, turn on **Show Totals Per Tip Suggestion**. 6. Select **SAVE**. #### Hide tip suggestions on your device and receipts 1. To hide tip suggestions on receipts, turn off **Smart Tip**. 2. In the Show Tip Suggestion section, select **NONE**. 3. Select **SAVE**. ## Step 3. Download updates to your device - Download updates to your device. For more information about how to download updates, go to one of the following articles: - If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: - If your payment device has a single-MID configuration, go to [Download a parameter update to a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-device.md). - If your payment device has a multi-MID configuration, go to [Download a parameter update to a multi-MID device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-n950/download-a-parameter-update-to-a-multi-mid-device.md). - If you are using the Roc Terminal+ mobile app on your phone or tablet, go to [Download a parameter update to the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/download-a-parameter-update-to-the-roc-terminal-mobile-app.md). ## Related articles - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) --- # Split a payment on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment Roc Terminal+ web portal, N950, N950-S, and X800 devices You can configure your payment device to split a payment between up to five customers. For each customer, you can adjust their payment amount as needed. When a customer pays, they are prompted to add a tip based on their split payment. For each payment, the device automatically divides the remaining total evenly by the number of customers and displays which payment you are on, for example, 1/3, 2/3, and 3/3. To split a payment, complete the following steps: 1. [Enable split payments for your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment.md#step-1-enable-split-payments-for-your-device-0). 2. [Download updates to your device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment.md#step-2-download-updates-to-your-device-1). 3. [Split a payment](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/split-a-payment.md#step-3-split-a-payment-2). ## Step 1: Enable split payments for your device 1. Log in to [https://terminalplus.rocpos.com/login](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 - Name of the store associated with your device 4. From the list of devices, select the EPI of your device. 5. Select **EDIT PARAMETERS** > **Terminal & Transaction** > **Transaction**. 6. Turn on **Split Payment**. 7. Select **SAVE**. ## Step 2: Download updates to your device 1. On the main screen of your device, tap ![Menu](https://support.payroc.com/assets/2f2272080210e387.png). 2. Tap **UPDATES**. 3. Verify that the EPI is correct. If the field is empty, enter the EPI of your device. 4. Tap **Enter**. ## Step 3: Split a payment 1. On the main screen of your device, enter the total sale amount. 2. Tap **Split Sale** ![People icon](https://support.payroc.com/assets/b9ba40e490196f43.png). 3. To specify the number of customers to split the payment with, tap ![Plus](https://support.payroc.com/assets/7341894a47032ac0.png). 4. Tap **OK**. The sale screen shows the split amount for the first customer. 5. For each customer, complete the following steps to take a payment: 1. Confirm or adjust the amount, and then tap **Enter**. 2. (Optional) The device prompts the customer to add a tip. 3. The customer completes the payment. 4. (Optional) Offer the customer a receipt. Continue to take payments from each customer until you’ve collected the full sale amount. ## Related articles - [Set up tips for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-tips-for-your-device.md) - [Run a referenced refund on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-referenced-refund-on-the-roc-services-mobile-app.md) - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) - [Set up automatic change calculation for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/set-up-automatic-change-calculation-for-cash-sales.md) --- # Create a recurring bank transfer payment on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment Roc Terminal+ web portal > **Important:** You can run bank transfer payments only if we have enabled it for your account. You can use the virtual terminal in the Roc Terminal+ web portal to create a recurring bank transfer payment. With a recurring bank transfer payment, you can automatically collect payments from a customer on a regular schedule. > **Note:** To create a recurring payment with a customer’s card details, go to [Create a subscription](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md). Include the following details when you create a recurring bank transfer payment: | Field | Description | | --- | --- | | Frequency | Indicates how often the payment repeats. Select one of the following options: - **Daily** - Payment repeats every day. - **Monthly** - Payment repeats monthly. You must also select the day of the month for the payment. - **Weekly** - Payment repeats weekly. You must also select the day of the week for the payment. - **Bi-Weekly** -Payment repeats once every two weeks. You must also select the day of the week for the payment. | | Start Date | Start date of the recurring payment. | | Expires | Indicates when the recurring payment ends. If you want the recurring payment to continue without an end date, select **Never**. | | Amount | Amount of the transaction. | | Phone Number | Customer’s phone number. | | Email | Customer’s email address. | | Name on Account | Customer’s name. | | Account Number | Customer’s bank account number. | | Routing Number | Routing number of the customer’s bank. | | Account Type | Indicates whether the customer's account is a checking account or a savings account. | | Entry Class | Indicates whether the customer’s bank account is a personal account or a business account. | ## Create a recurring bank transfer payment 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Virtual Terminal**. 3. Select the **ACH** tab, and then select the **ACH Recurring** tab. ![Virtual Terminal page with the ACH tab and the ACH Recurring tab highlighted](https://support.payroc.com/assets/e4433b4144575b16.png) 1. From the **EPI** dropdown menu, select the endpoint identifier (EPI) of your virtual terminal. 2. Enter the customer’s payment details. 3. Select **PROCESS PAYMENT**. 4. On the confirmation screen, select **OK**. After you create a recurring bank transfer payment, you can view the details of the payment. For more information about how to view the recurring payment, go to [View your customers’ bank transfer payments](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/view-your-customers-bank-transfer-payments.md). ## Related articles - [Run a bank transfer refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-bank-transfer-refund-with-ach.md) - [View your customers' bank transfer payments](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/view-your-customers-bank-transfer-payments.md) --- # Create a subscription on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-subscription-on-roc-terminal-plus Roc Terminal+ web portal Use the Virtual Terminal in the Roc Terminal+ web portal to create a subscription with a customer's card details. With a subscription, you collect payments from a customer on a regular schedule. > **Note:** To create a recurring payment with bank account details, go to [Create a recurring bank transfer payment](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment.md). ## Create a subscription 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Virtual Terminal**. 3. From the **EPI** dropdown menu, select the endpoint identifier (EPI) of your Virtual Terminal. 4. Select the **Recurring** tab, and then select the **Subscription** tab. ![Virtual terminal with the Recurring tab and the Subscription tab highlighted](https://support.payroc.com/assets/4c2d6285564e6622.png) 1. Enter the subscription details: - **Billing Frequency** - Indicates how often the payment repeats. Select one of the following options: - **Daily** - Payment repeats every day. - **Weekly** - Payment repeats weekly. You must also select the day of the week for the payment. - **Bi-Weekly** - Payment repeats once every two weeks. You must also select the day of the week for the payment. - **Monthly** - Payment repeats monthly. You must also select the day of the month for the payment. - **Quarterly** - Payment repeats once every three months. You must also select the day of the month for the payment. - **Annually** - Payment repeats once a year. You must also select the day of the month for the payment. - **Run At** - Payment runs only once. You must also select the date you want to run the payment. - **Start Date** - Start date of the subscription. - **Expires** - Indicates when the subscription ends. If you want the subscription to continue without an end date, select Never. 2. In the Billing Details section, enter the customer’s billing details: - **Amount** - Amount of the transaction. - **Customer Name** - Customer’s name. - **Phone Number** - Customer’s phone number. - **Email** - Customer’s email address. 3. In the Billing Address section, enter the customer’s billing address. - **Customer Name** - Customer’s name. - **Street No** - Street number or building number. - **Street Name** - Name of the street. - **Unit** - Apartment, suite, or unit number. - **Zip Code** - Postal or ZIP code. - **City** - Name of the city. - **State** - Name of the state. 4. (Optional) If the customer's shipping address is different from the billing address, complete the following steps: 1. Clear the **Set Shipping Address as Billing Address** checkbox. 2. In the Shipping Address section, enter the customer's shipping address. 5. In the Enter Payment Info section, enter the customer’s card details: - Card number - Cardholder name - Expiration date - Card verification value (CVV) 6. Select **PROCESS PAYMENT**. ## Related articles - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) --- # Edit a subscription on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/edit-the-details-of-a-subscription Roc Terminal+ web portal You can use the virtual terminal in the Roc Terminal+ web portal to edit the details of a customer’s subscription, for example: - Subscription details - Notification preferences - Card details - Billing and shipping details To edit the details of a subscription, complete the following steps: 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Virtual Terminal**. 3. From the **EPI** dropdown menu, select the endpoint identifier (EPI) of your virtual terminal. 4. Select **MANAGE**. 5. Select the **Recurring Billing** tab. ![Manage page with the Recurring Billing tab highlighted](https://support.payroc.com/assets/8d6031f7728e7470.png) 1. (Optional) Search for the subscription using one of the following criteria: - Payment ID - Customer’s phone number - Customer’s email address - Last four digits of the customer’s card 2. (Optional) Filter subscriptions based on the date you created them: - **ALL** - View all subscriptions. - **Recent** - View subscriptions that you created in the last 24 hours. - **Today** - View subscriptions that you created today. - **MTD** - View subscriptions that you created this month. - **YTD** - View subscriptions that you created this year. - **Yesterday** - View subscriptions that you created yesterday. - **Last Month** -View subscriptions that you created last month. - **Current Week** - View subscriptions that you created this week. - **Last Week** - View subscriptions that you created last week. - **Custom (Within Last 90 Days)** - View subscriptions that you created in the last 90 days. You can adjust the date range if you need to. - **Custom (Older Than 90 Days)** - View subscriptions that you created over 90 days ago. You can adjust the date range if you need to. 3. Next to the subscription that you want to edit, select ![More options](https://support.payroc.com/assets/8a8ee64ba3e0dec4.png), and then select **Edit Payment**. 4. Edit the details of the subscription. 5. Select **UPDATE**. ## Related articles - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) --- # Web portal: Virtual Terminal Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal Accept payments from your desktop with the Virtual Terminal. ## Articles - [Create a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-subscription-on-roc-terminal-plus.md) - [Edit a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/edit-the-details-of-a-subscription.md) - [Pause, deactivate, or activate a subscription on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/pause-deactivate-or-activate-a-subscription.md) - [Run a bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/run-a-bank-transfer-payment.md) - [Create a recurring bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment.md) - [View your customers' bank transfer payments](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/view-your-customers-bank-transfer-payments.md) - [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md) - [Combine multiple batch reports into one report on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/combine-multiple-batch-reports-into-one-report.md) - [Configure custom fields for transactions with Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-custom-fields-to-your-transactions.md) - [Customize receipts for Roc Terminal+ on a device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/customize-the-header-and-footer-of-your-receipts.md) - [Add an inventory item to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md) - [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) - [Manage your inventory on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md) --- # Pause, deactivate, or activate a subscription on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/pause-deactivate-or-activate-a-subscription Roc Terminal+ web portal 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Virtual Terminal**. 3. From the **EPI** dropdown menu, select the endpoint identifier (EPI) of your virtual terminal. 4. Select **MANAGE**. 5. Select the **Recurring Billing** tab. ![Manage page with the Recurring Billing tab highlighted](https://support.payroc.com/assets/8d6031f7728e7470.png) 1. (Optional) Search for the subscription using one of the following criteria: - Payment ID - Customer’s phone number - Customer’s email address - Last four digits of the customer’s card 2. (Optional) Filter subscriptions based on the date you created them: - **ALL** - View all subscriptions. - **Recent** - View subscriptions that you created in the last 24 hours. - **Today** - View subscriptions that you created today. - **MTD** - View subscriptions that you created this month. - **YTD** - View subscriptions that you created this year. - **Yesterday** - View subscriptions that you created yesterday. - **Last Month** -View subscriptions that you created last month. - **Current Week** - View subscriptions that you created this week. - **Last Week** - View subscriptions that you created last week. - **Custom (Within Last 90 Days)** - View subscriptions that you created in the last 90 days. You can adjust the date range if you need to. - **Custom (Older Than 90 Days)** - View subscriptions that you created over 90 days ago. You can adjust the date range if you need to. 3. Select the payment ID. 4. Manage the customer’s subscription: - To pause the subscription, select **PAUSE**. - To deactivate the subscription, select **DEACTIVATE**. - To activate the subscription, select **ACTIVATE**. ## Related articles - [Create and assign a subscription plan on the Roc Services web portal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/subscriptions/create-and-assign-a-subscription-plan-on-the-roc-services-web-portal.md) - [Edit a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/edit-a-subscription.md) - [Create a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/create-a-subscription-on-the-self-care-portal.md) --- # Run a bank transfer payment on Roc Terminal+ Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/run-a-bank-transfer-payment Roc Terminal+ web portal > **Important:** You can run bank transfer payments only if we have enabled it for your account. You can use the virtual terminal in the Roc Terminal+ web portal to run a bank transfer payment. Include the following details when you run a bank transfer payment: | Field | Description | | --- | --- | | Amount | Amount of the transaction. | | Phone Number | Customer’s phone number. | | Email | Customer’s email address. | | Name on Account | Customer’s name. | | Account Number | Customer’s bank account number. | | Routing Number | Routing number of the customer’s bank. | | Account Type | Indicates whether the customer's account is a checking account or a savings account. | | Entry Class | Indicates whether the customer’s bank account is a personal account or a business account. | ## Run a bank transfer payment 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Virtual Terminal**. 3. Select the **ACH** tab, and then select the **ACH Sale** tab. ![Virtual Terminal page with the ACH tab and ACH Sale tab highlighted](https://support.payroc.com/assets/e88039048aeaeb9e.png) 1. From the **EPI** dropdown menu, select the endpoint identifier (EPI) of your virtual terminal. 2. Enter the customer’s payment details. 3. From the **Txn Type** dropdown menu, select **Debit**. 4. Select **PROCESS PAYMENT**. 5. On the confirmation screen, select **OK**. > **Note:** After you run a bank transfer payment, you can view the details of the payment. For more information about how to view the payment, go to [View your customers’ bank transfer payments](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/view-your-customers-bank-transfer-payments.md). ## Related articles - [Run a bank transfer sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details.md) - [Run a bank transfer refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-bank-transfer-refund-with-ach.md) - [Create a recurring bank transfer payment on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/create-a-recurring-bank-transfer-payment.md) --- # View your customers' bank transfer payments Locale: en-US Source: https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-virtual-terminal/view-your-customers-bank-transfer-payments You can use the Roc Terminal+ web portal to view the details of your customers’ bank transfer payments, including transaction details, virtual terminal details, and customer details. 1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login). 2. On the side menu, select **Transactions**. 3. Choose the type of transaction that you want to view: - To view a one-time payment, select **ACH Sale Txn**. - To view a recurring payment, select **ACH Recurring Txn**. 4. (Optional) Search for the transaction using the following criteria: - Endpoint identifier (EPI) of your virtual terminal - Name of the customer 5. (Optional) Filter transactions based on the transaction date: - **ALL** - View all transactions. - **Recent -** View all transactions that happened today. - **Today** - View all transactions that happened today. - **MTD** - View all transactions that happened this month. - **YTD** - View all transactions that happened this year. - **Yesterday** - View all transactions that happened yesterday. - **Last Month** - View all transactions that happened last month. - **Current Week** - View all transactions that happened this week. - **Last Week** -View all transactions that happened last week. - **Custom (Within Last 90 Days)** - View all transactions that happened in the last 90 days. You can adjust the date range if you need to. - **Custom (Older Than 90 Days)** - View all transactions that are older than 90 days. You can adjust the date range if you need to. 6. Next to the transaction that you want to view, select ![More options](https://support.payroc.com/assets/0da5e710e201da04.png), and then select **Overview**. ## Related articles - [Run a bank transfer sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details.md) - [Run a bank transfer refund on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-bank-transfer-refund-with-ach.md) --- # Payroc Support Locale: en-US Source: https://support.payroc.com/en-US Payroc Support Center helps you to find FAQ, how-to guides and step-by-step tutorials. ## Categories - [Core Products](https://support.payroc.com/en-US/core-products.md) — Accept and manage payments across different channels. - [Payroc Insights](https://support.payroc.com/en-US/payroc-insights.md) — Access your settlement reports, monthly statements, and 1099 K forms. - [Account Management](https://support.payroc.com/en-US/account-management.md) — Manage your account settings and access support resources. - [Payments Fundamentals](https://support.payroc.com/en-US/payments-fundamentals.md) — Learn about payment processing and industry concepts. - [Partners](https://support.payroc.com/en-US/partners.md) — Access resources and tools for our Partners. - [Developers](https://docs.payroc.com/) — Access developer resources to help integrate with our platform. ## Articles - [Payroc Glossary](https://support.payroc.com/en-US/payroc-glossary.md) --- # Add your own logo to the Payroc App Locale: en-US Source: https://support.payroc.com/en-US/partners/add-your-own-logo-to-the-payroc-app Replace the Payroc logo on the Payroc App idle screen and header with your own logo by uploading it to your partner account. > **Important:** Only certain accounts can add their own logo to the Payroc App. You can add your own logo to the Payroc App to create a seamless brand experience for customers. Your logo replaces the Payroc logo on the idle screen and in the header of other screens. | | | | --- | --- | | ![Payroc App idle screen with a custom Roc Burger logo highlighted in the center](https://support.payroc.com/assets/22b2fba1987c53c3.png) Idle screen logo | ![Payroc App Sale screen with a custom Roc Burger logo highlighted in the header](https://support.payroc.com/assets/3318b7a30d852853.png) Header logo | ## Before you begin Your logo's image files must meet the following requirements: | | Idle screen | Header | | --- | --- | --- | | Dimensions | 1200 x 1200 pixels | 394 x 160 pixels | | Resolution | 72 dpi | 72 dpi | | Format | PNG | PNG | | Maximum size | 1MB | 1MB | > **Note:** We recommend that your image files have no background or a transparent background. ## Upload your logo 1. Log in to [https://payments.payroc.com](https://payments.payroc.com/). 2. On the side menu, select **Billing System**, and then select **Partners**. 3. Select the name of your partner account. 4. Upload your image files: 1. To upload your image file for the idle screen, from the **App Idle Screen Custom Logo** field, select **CHOOSE FILE**, and then select your image. 2. To upload your image file for the header, from the **App Header Custom Logo** field, select **CHOOSE FILE**, and then select your image. 5. Select **Submit**. Your logo appears the next time that the Payroc App initializes. ## Related articles - [Add your own payment method to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-your-own-payment-method.md) - [Introduction to Payment Links](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/introduction-to-payment-links.md) - [Customize your campaign design in Roc Giving](https://support.payroc.com/en-US/core-products/roc-giving/customize-your-campaign-design-in-roc-giving.md) --- # Partners Locale: en-US Source: https://support.payroc.com/en-US/partners Access resources and tools for our Partners. ## Articles - [Add your own logo to the Payroc App](https://support.payroc.com/en-US/partners/add-your-own-logo-to-the-payroc-app.md) --- # CEDP: FAQs Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/cedp/cedp-faqs Payments fundamentals Visa recently introduced their Commercial Enhanced Data Program (CEDP), which changed how commercial transactions qualify for interchange rates. We want to provide more clarity about this change by answering the following questions: - [What information do I need to send to qualify for Level II interchange rates?](https://support.payroc.com/en-US/payments-fundamentals/cedp/cedp-faqs.md#what-information-do-i-need-to-send-to-qualify-for-level-ii-interchange-rates-0) - [How do I indicate that a transaction is tax exempt?](https://support.payroc.com/en-US/payments-fundamentals/cedp/cedp-faqs.md#how-do-i-indicate-that-a-transaction-is-exempt-from-tax-4) - [Do I need to provide a product code for a transaction if I provide a service?](https://support.payroc.com/en-US/payments-fundamentals/cedp/cedp-faqs.md#do-i-need-to-provide-a-product-code-for-a-transaction-if-i-provide-a-service-5) > **Note:** For more information about CEDP, go to [Understanding the Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md). ## What information do I need to send to qualify for Level II interchange rates? In addition to the basic information about a transaction, Visa requires an invoice number, customer reference number, and a tax amount. ### Invoice number We automatically assign an invoice number to every transaction. You don't need to manually send an invoice number with your transaction. ### Customer reference number If your customer provides a customer code or a purchase order (PO) number, you must send it with the transaction. When you enter enhanced data for a sale on the Self-Care Portal, you can provide a customer reference number in the Customer Information section. ![Add Enhanced Data form with the Customer Reference Number field highlighted](https://support.payroc.com/assets/19c32e6405d4b90c.png) ### Tax amount To let Visa know you have added tax to a transaction, send the tax amount with the transaction. When you enter enhanced data for a sale on the Self-Care Portal, you can provide a tax rate for each line item in the Items section or provide an additional tax amount in the Sales Tax section. ![Enhanced data form with the Tax Rate (%) and Additional Tax Amount fields highlighted](https://support.payroc.com/assets/1e242bdb239148d0.png) ## How do I indicate that a transaction is exempt from tax? To indicate that a transaction is exempt from tax, complete one of the following: - Enter a value of **0** for the tax rate. - Don't enter a value for the tax rate. ## Do I need to provide a product code for a transaction if I provide a service? Yes. To qualify for enhanced interchange rates, create and send a product code with the transaction in the following format: **Service Category - Work Descriptor - Unique Identifier** ### Example codes In the following table, we have created some examples of codes you could use: | | | | | --- | --- | --- | | **Service Category** | **Work Descriptor** | **Unique Identifier** | | - **SV** - Standard services - **SAAS** - Subscriptions - **SUP** - Support services | - **ITCON** - IT consultation - **MNTH** - Monthly charge - **LEGAL** - Legal assistance - **ONSITE** - Onsite work or training | - **001** - Premium subscription - **002** - Level 2 support - **003** - After hours visit | Using the example codes, you can create the following product codes: - Software consulting: **SV-ITCON-001** - Monthly SaaS subscription: **SAAS-MNTH-001** - Legal services: **SV-LEGAL-002** - Onsite support visit after hours: **SUP-ONSITE-003** ## Further questions If you have any further questions, email [cs@payroc.com](mailto:cs@payroc.com) or call **1 (888) 477-4510**. ## Related articles - [Understanding the Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md) - [Visa CEDP: Run a sale with enhanced data on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-run-a-sale-with-enhanced-data-on-the-self-care-portal.md) - [Visa CEDP: Create an enhanced data template on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/visa-cedp-create-an-enhanced-data-template-on-the-self-care-portal.md) --- # CEDP Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/cedp Learn more about Visa’s Commercial Enhanced Data Program (CEDP). ## Articles - [Understanding the Visa Commercial Enhanced Data Program (CEDP)](https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp.md) - [CEDP: FAQs](https://support.payroc.com/en-US/payments-fundamentals/cedp/cedp-faqs.md) --- # Understanding the Visa Commercial Enhanced Data Program (CEDP) Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/cedp/understanding-the-visa-commercial-enhanced-data-program-cedp Payments fundamentals The Visa Commercial Enhanced Data Program (CEDP) is a new interchange structure that will replace the current Level 3 program in the U.S. on **October 18, 2025**. This update has important implications for businesses using the interchange+ (IC+) pricing model, especially those that accept commercial cards like Corporate, Purchasing, and Business Credit. CEDP introduces Product 3 interchange rates, which offer reduced network costs for merchants that meet specific data submission and verification standards. ### Timeline of key changes - **April 2025:** Visa introduces a new scheme fee on Level 2, Level 3, and Large Ticket transactions. - **October 2025:** CEDP, and Product 3 interchange rates replace the existing Level 3 program. - **April 2026:** Visa will discontinue the Level 2 interchange program. ## Current interchange savings programs: Level 2 and Level 3 ### Level 2 data requirements To qualify for Level 2 interchange savings, businesses must submit limited but specific transaction data depending on the card type: | Card type | Required data | | --- | --- | | Business and Corporate cards | Sales tax indicator and sales tax amount | | Purchasing cards (non-fuel MCCs) | Sales tax indicator and sales tax amount | | Purchasing cards (fuel MCCs) | Customer code | > ### Level 2 discontinuation > > Visa will discontinue the Level 2 interchange program in April 2026. ### Level 3 data requirements (required for Product 3 under CEDP) To qualify for Level 3 interchange savings and Product 3 rates under CEDP, you must submit all the Level 2 requirements, **and** all the following 12 fields for each transaction: | Field | Description | | --- | --- | | Discount amount | Total transaction-level discount | | Freight or shipping amount | Shipping or freight charges | | Duty amount | Any applicable duty or import charges | | Item commodity code | Code representing the item category or type | | Item descriptor | Description of the item being sold | | Product code | SKU or other product identifier | | Quantity | Number of units sold | | Unit of measure | For example, "each", "box", "hour" | | Unit cost | Cost of each unit of item | | Discount for each line item | Individual line-item discount | | Line-item total | Extended total for each line item | | Line-item detail indicator | Indicates that line-item data is included in the request | ### Important reminders - All commercial card types and applicable MCCs must meet these requirements to qualify for Level 3 or Product 3 rates. - Sales tax is not mandatory for Level 3 qualification. Merchants in states without sales tax can still qualify by submitting all other required fields. - “Filler” data is no longer acceptable. Visa now enforces data quality standards. Submitting blank fields, zeros, or placeholder text will disqualify transactions from lower rates. ### Visa CEDP: What's changing? - Product 3 interchange rates offer lower costs than current Level 3 rates. - Business Credit cards are now eligible for these savings. Previously, they qualified only for Level 2. - A new scheme fee applies to all transactions that submit Level 3-style data. ## Who qualifies for Product 3 interchange rates? ### Verification process To be eligible for Product 3 rates, businesses must: - Submit accurate and complete Level 3 data (as listed above). - Undergo a Visa verification process, based on data quality. ### Key details - Verification may take up to three months, provided that submitted data consistently meets Visa’s standards. - Unverified businesses can still earn Product 3 rates for each transaction, if each submission passes Visa’s data checks. - Visa may rebalance interchange rates retroactively, which can take up to two months. ### Ongoing monitoring - Visa will continue to monitor data quality. - If quality drops, Visa will issue a warning before removing verified status. ## Data quality best practices Visa has outlined the following guidelines to help businesses avoid common data quality issues: | Field | Do | Don't | | --- | --- | --- | | line_item[product_name] | Use specific product names, especially for subscriptions. | Use generic names, blanks, repeated business names, single characters. | | line_item[product_code] | Use actual SKUs or meaningful descriptors. | Submit tax code, card product, or random data. | | line_item[tax][total_tax_amount] | Provide correct tax or zero where appropriate. | Provide incorrect, uniform tax values that don't match jurisdiction rules. | ## Large Ticket transactions Visa also offers Large Ticket interchange rates for high-value transactions that use: - Visa Corporate cards - Visa Purchasing cards The rates feature: - A higher flat fee - A lower percentage-based interchange fee ## CEDP benefits for businesses - Lower processing costs with Product 3 rates. - Expanded eligibility, including Business Credit cards. - Granular transaction evaluation, even for unverified merchants. - Opportunity to opt out of CEDP. Contact your processor or Visa representative. ## What should you do now? - Audit your current data submission process to ensure you comply with Level 3 fields. - Start sending full line-item data if you don't already. - Work with your processor to monitor the CEDP verification process. - Train your teams to avoid filler or generic data. Visa is enforcing stricter standards. ## Related articles - [Visa CEDP: Run a sale with enhanced data on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-run-a-sale-with-enhanced-data-on-the-self-care-portal.md) - [Visa CEDP: Add or edit enhanced data for an existing transaction on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/visa-cedp-add-or-edit-enhanced-data-for-an-existing-transaction-on-the-self-care-portal.md) - [Visa CEDP: Add enhanced data to a subscription on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/repeat-payments/visa-cedp-add-enhanced-data-to-a-subscription-on-the-self-care-portal.md) --- # Arbitration Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/arbitration A dispute enters arbitration after our Risk Team reviews the case during [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md) and decides to escalate the case to the card brand. During arbitration, the card brand reviews all evidence from you and the cardholder, and then makes a final decision. If the card brand rejects your evidence, you are responsible for arbitration fees. Because the arbitration fees are high, our Risk Team proceeds with arbitration only if you have strong evidence to support the case. After the card brand reviews the evidence, they make one of the following decisions: - **Card brand accepts your evidence** - The cardholder's bank returns the transaction amount to your account, and the cardholder pays the arbitration fees. - **Card brand rejects your evidence** - The cardholder keeps the transaction amount, and you pay the arbitration fees. To check the status of your dispute, call **1-888-477-4500** and follow the prompt for chargebacks, or email [chargeback@payroc.com](mailto:chargeback@payroc.com). Our Risk Team contacts you only if they require more information from you. [Image unavailable in the source article.] ## Related articles - [Disputes](https://support.payroc.com/en-US/payments-fundamentals/disputes/disputes-overview.md) - [Retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) - [Respond to a retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md) - [Chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) --- # Avoid chargebacks Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks When a cardholder disputes a transaction with their bank, they can file a [chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md). Chargebacks can affect your business in the following ways: - **Lost revenue and fees** - When you receive a chargeback, we automatically deduct the transaction amount and a $25 non-refundable administrative fee from your account. - **Penalties and account closure** - Every chargeback, including those that you successfully defend, counts toward your chargeback ratio, which is the percentage of your transactions that result in chargebacks. A high chargeback ratio can lead to penalties and, in some serious cases, account closure. To avoid chargebacks, follow the best practices based on the type of payment you accept: - [Online payments](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#online-payments-0) - You accept payments online, and customers can complete purchases without being physically present. - [In-person payments](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#in-person-payments-4) - You accept payments in person, and customers are present at the time of the purchase. - [Recurring payments](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#recurring-payments-8) - You charge customers automatically on a regular schedule, for example, subscriptions and memberships. ## Online payments If you accept payments online, follow the best practices at each stage of the payment process to help avoid chargebacks: - [Before a sale](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#before-a-sale-1) - [During checkout](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#during-checkout-2) - [After a sale](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#after-a-sale-3) ### Before a sale - **Enable address verification service (AVS) and card verification value (CVV) verification** - Add security checks that verify whether the billing address and card security code a customer enters match their bank's records. - **Enable 3-D Secure (3DS)** - Add an authentication step where the cardholder confirms the transaction directly with their bank using a password, one-time passcode, or biometric verification. If a customer disputes a transaction, liability for fraud often shifts to their bank, which reduces your chargebacks. - **Use a billing descriptor that matches your business name** - Set your billing descriptor to match your business name and include your website URL or business contact number to help customers recognize the transaction on their bank statement. - **Flag orders with different shipping and billing addresses** - Review orders manually when the shipping address differs from the billing address, especially when combined with other risk indicators, such as unusually large orders or multiple failed payment attempts. - **Add a rate limit on payment attempts** - Restrict the number of payment attempts a device or IP address can make within a set period of time. With a rate limit, no one can repeatedly run stolen card numbers through your checkout, which helps stop fraud attempts. - **Enroll in chargeback alert services** - Sign up for chargeback alert networks from card brands, for example, Visa's Verifi Cardholder Dispute Resolution Network (CDRN) and Mastercard's Ethoca Alerts, to receive notifications when a cardholder disputes a transaction. You then have a short window to resolve the dispute before it becomes a chargeback. ### During checkout - **Display the full price before the final payment step** - Show the total cost, including shipping, taxes, and any fees, on the checkout page before customers confirm payment. - **Display your refund, return, and cancellation policies** - Show your refund, return, and cancellation terms near the buy button on the product page and on the checkout page before customers confirm payment. ### After a sale - **Send a receipt with an item breakdown** - Send a receipt after each sale that includes a breakdown of items, prices, and fees. - **Send order and shipping updates** - Send customers a confirmation email when they place an order, a shipping notification with tracking when the order ships, and a delivery confirmation when the order arrives. If a delay occurs, notify customers right away. For international shipments, warn customers about potential customs delays at checkout or in the order confirmation. - **Make it easy for customers to reach you** - Offer at least two ways for customers to contact you, for example, through email and live chat, and display your contact information on your website, receipts, and confirmation emails. Customers who can't find a way to reach you will contact their bank instead. - **Require a signature on delivery for high-value transactions** - For high-value transactions, use a delivery service that requires the customer to sign for the package on delivery. - **Process refunds promptly** - Process refunds as quickly as possible after you confirm a return or cancellation. Customers might dispute the charge if the refund takes too long to arrive. ## In-person payments If you accept payments in person, follow the best practices at each stage of the payment process to help avoid chargebacks: - [Before a sale](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#before-a-sale-5) - [During checkout](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#during-checkout-6) - [After a sale](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md#after-a-sale-7) ### Before a sale - **Accept Europay, Mastercard, and Visa (EMV) chip and contactless payments** - Allow customers to insert or tap their card instead of swiping to reduce fraud risk and potential chargeback liability. - **Use Personal Identification Number (PIN) verification instead of a signature** - Configure your terminal to ask for a PIN instead of a signature whenever a customer uses a chip card. A PIN is more secure than a signature, which reduces the risk of fraudulent transactions. - **Use a billing descriptor that matches your business name** - Set your billing descriptor to match your business name and include your business's contact number to help customers recognize the transaction on their bank statement. - **Train staff to recognize suspicious behavior** - Train your staff to identify warning signs of potential fraud, such as multiple declined cards and unusual purchasing patterns. Catching suspicious behavior early reduces the chance of a fraudulent transaction going through. ### During checkout - **Display your refund, return, and cancellation policies** - Show your refund, return, and cancellation terms at the point of sale where customers can see them before they pay. - **Provide a receipt with an item breakdown** - Give customers a receipt at the time of purchase that includes a breakdown of items, prices, and fees. ### After a sale - **Make it easy for customers to reach you** - Offer at least two ways for customers to contact you, for example, by phone or email, and display your contact information on your receipts and at the point of sale. Customers who can't find a way to reach you will contact their bank instead. - **Process refunds promptly** - Process refunds as quickly as possible after you accept a return. Customers might dispute the charge if the refund takes too long to arrive. ## Recurring payments If you offer subscriptions and payment plans, use the following best practices: - **Display your billing terms** - Show the subscription cost, billing frequency, and cancellation process before the customer signs up for a subscription so they know exactly what to expect. - **Provide a copy of the billing agreement when a customer subscribes** - Send customers a copy of their billing agreement immediately after they sign up for a subscription. - **Send a reminder before a free trial converts to a paid subscription** - Send customers a reminder before a free trial ends so they have time to cancel if they don't want to continue. - **Send a reminder before you charge an annual renewal** - Send customers a reminder before you charge an annual renewal so they have time to cancel if they don't want to continue. - **Make it easy for customers to cancel a subscription** - Provide a clear and direct way for customers to cancel their subscription, for example, offer a self-service option in their account settings rather than requiring them to call or send an email. After you process the cancellation, send the customer a cancellation confirmation. ## Related articles - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) - [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) - [Retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) --- # Chargebacks Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks If a cardholder disputes a payment, the cardholder's bank can raise a chargeback or a [retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) to reverse the payment. You can receive a chargeback for the following reasons: - The cardholder's bank doesn't support retrieval requests and issues a chargeback. - You don't respond to a retrieval request before the due date, and the dispute escalates to a chargeback. If this happens, you can no longer defend the chargeback, and the cardholder keeps the transaction amount. - The cardholder's bank rejects the evidence that you submitted for the retrieval request, and the dispute escalates to a chargeback. If the cardholder's bank issues a chargeback, we email you a chargeback letter that includes the reason for the chargeback and how long you have to respond. We automatically deduct the transaction amount from your account and also charge a $25 non-refundable administration fee. In Payroc Insights, you can [view your chargebacks](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) or [set up InTouch notifications](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) to receive automatic alerts for new chargebacks. ## Risks from chargebacks Every chargeback counts toward your chargeback ratio, including those that you successfully defend. Your chargeback ratio is the percentage of your transactions that result in chargebacks, and a high chargeback ratio puts your account at risk of the following: - **Monitoring program enrollment** - Your account enters a monitoring program, which includes monthly fines that increase until your chargeback ratio drops below the card brand threshold. - **Account termination** - We might close your account, which means you can no longer accept card payments. - **MATCH list placement** - If we close your account due to excessive chargebacks, Mastercard requires us to add you to the Mastercard Alert to Control High-Risk Merchants (MATCH) list. The MATCH list is an industry-wide database that acquirers check before they board new merchants. When you're on the MATCH list, your record stays for five years, and it is difficult to open a merchant account with any acquirer. To protect your account and keep your chargeback ratio low, you need to understand what causes chargebacks and prevent them from happening. For more information about how to avoid chargebacks, go to [Avoid chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md). ## Your response options To respond to a chargeback, you can either: - **Accept the chargeback** - If you accept the chargeback, the decision is final, and the cardholder keeps the transaction amount. - **Defend the chargeback** - Submit your evidence to us. After the cardholder's bank reviews your evidence, they can either: - **Accept your evidence** - The cardholder's bank rules the chargeback in your favor and returns the transaction amount to us, which we then send to your account. You can [view the returned amount](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - **Reject your evidence** - The chargeback moves to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md), which is a last chance to resolve the dispute before the card brand makes a final decision. - **Notify us of a refund** - Notify us if you issued a refund to the cardholder before you received the chargeback. For more information about how to respond to a chargeback, go to [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md). ## Related articles - [Retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) - [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md) - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) - [Avoid chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md) --- # Disputes Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/disputes-overview A dispute happens when a cardholder contacts their bank to question a transaction. Common reasons for a dispute include: - The cardholder didn't recognize the transaction. - The cardholder didn't receive the goods or services. - The goods or services didn't match the description. To resolve the dispute, you need to provide evidence that the transaction is genuine. If you don't respond to a dispute, it can escalate to a chargeback, and the cardholder keeps the money from the transaction. If you receive an excessive number of chargebacks, we might add additional fees or terminate your account. To learn how to reduce the risk of chargebacks, go to [Avoid chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md). ## How disputes work A dispute moves through the following stages: ### Stage 1: Retrieval request You receive a [retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) when the cardholder's bank requests more information about a transaction. To [respond to a retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md), you can submit evidence about the transaction or notify us if you’ve already issued a refund. If the cardholder’s bank or card brand doesn’t support retrieval requests, they can skip this stage and issue a chargeback. ### Stage 2: Chargeback You receive a [chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) if the cardholder’s bank doesn’t receive a response to the retrieval request, or if the bank disputes a transaction directly. We automatically deduct the transaction amount from your account to credit the cardholder. To [respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md), you can accept the chargeback, defend the chargeback, or notify us if you’ve already issued a refund. ### Stage 3: Pre-arbitration If the cardholder’s bank rejects your evidence, they can escalate the dispute to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md). During pre-arbitration, our Risk Team reviews the dispute case. If they determine that the case has sufficient supporting evidence, they can escalate the case to arbitration with the card brand. ### Stage 4: Arbitration During [arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/arbitration.md), the card brand reviews all evidence and makes one of the following decisions: - If the card brand accepts your evidence, the cardholder’s bank returns the transaction amount to your account, and you can [view the returned amount](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - If the card brand rejects your evidence, the cardholder keeps the transaction amount, and you are responsible for arbitration fees. ## Related articles - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) - [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) --- # Disputes Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes Learn more about the dispute process. ## Articles - [Disputes](https://support.payroc.com/en-US/payments-fundamentals/disputes/disputes-overview.md) - [Retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) - [Respond to a retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md) - [Chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) - [Avoid chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md) - [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md) - [Pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md) - [Arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/arbitration.md) - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) --- # Pre-arbitration Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration The cardholder's bank escalates a dispute to pre-arbitration after they review the evidence that you provided for the [chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) and still rule in the cardholder's favor. A dispute can enter pre-arbitration for the following reasons: - Your evidence doesn't address the dispute reason. - Your evidence is valid but insufficient. - The cardholder provides new or additional information to support their claim. When your dispute enters pre-arbitration, our Risk Team reviews the dispute case and makes one of the following decisions: - If the case is eligible for arbitration, our Risk Team escalates it with the card brand. Our Risk Team contacts you only if they require additional information. - If the case isn't eligible for arbitration, the dispute closes, and the cardholder keeps the transaction amount. To check the status of your dispute, you can [view your chargeback status](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) in Payroc Insights, call **1-888-477-4500** and follow the prompt for chargebacks, or email [chargeback@payroc.com](mailto:chargeback@payroc.com). [Image unavailable in the source article.] ## Related articles - [Disputes](https://support.payroc.com/en-US/payments-fundamentals/disputes/disputes-overview.md) - [Retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) - [Respond to a retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md) - [Chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) --- # Respond to a chargeback Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback If a cardholder disputes a payment, their bank can raise a [chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md). If the cardholder's bank raises a chargeback, we send you an email that includes the transaction details, the reason for the chargeback, and how long you have to respond. > **Note:** If you're unsure about how to respond, contact [chargeback@payroc.com](mailto:chargeback@payroc.com) for more assistance. To respond to a chargeback, choose one of the following options: - **Accept the chargeback** - You agree with the cardholder and want to return funds to them. - **Defend the chargeback** - You don't agree with the cardholder, and you want to provide evidence to defend the chargeback. - **Ignore the chargeback** - You don't want to respond to the chargeback yet. - **Notify us of a refund** - You have already refunded the cardholder before you received the chargeback. ### Accept the chargeback If you accept the chargeback, we close the dispute case with the cardholder's bank. The cardholder keeps the transaction amount, and we deduct a $25 administrative fee from your account. To accept the chargeback, you need to complete a Chargeback Form. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **NOT DISPUTING**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. 3. In the Additional Details section, include any additional details about the transaction. 4. Select **Send**. ### Defend the chargeback If you want to defend the chargeback, you need to identify the dispute type, which determines the evidence you need to submit. To identify your dispute type, use the reason code and description from the email that we sent you. | Reason codes | Dispute type | | --- | --- | | - **Visa** - 10.1, 10.2, 10.3, 10.4 - **Mastercard** - 4837, 4870, 4871 - **Amex** - F24, F29, F30, F31 - **Discover** - UA01, UA02, UA05, UA06, AA | Go to [Fraud or unauthorized transaction](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#dt001fraud00001). | | - **Visa** - 13.1 - **Mastercard** - 4853, 4855 - **Amex** - C08 - **Discover** - RG | Go to [Goods or services not received](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#dt002goods00002). | | - **Visa** - 13.3 - **Mastercard** - 4853 - **Amex** - C31, C32 - **Discover** - RM | Go to [Goods or services not as described](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#dt003notdesc003). | | - **Visa** - 12.6 - **Mastercard** - 4834 - **Amex** - P08 - **Discover** - DP | Go to [Duplicate charges](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#dt004duplic0004). | | - **Visa** - 13.6, 13.7 - **Mastercard** - 4853, 4860 - **Amex** - C02 - **Discover** - RN2 | Go to [Refund or credit not processed](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#dt005refund0005). | | - **Visa** - 13.2 - **Mastercard** - 4841, 4853 - **Amex** - C28 - **Discover** - AP | Go to [Canceled subscription](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#dt006subscr0006). | ### Fraud or unauthorized transaction ## Fraud or unauthorized transaction The cardholder claims that they didn't authorize the transaction. You can defend the chargeback by completing a Chargeback Form and attaching evidence that shows the transaction was legitimate. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **DISPUTE THE CHARGEBACK**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Chargeback Amount ($USD)** - Dollar amount of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder's card. 3. In the Attachments for Disputes section, attach the following documents: - **Supporting evidence** - Submit evidence that addresses the chargeback reason. For a list of example evidence you can send, go to [Evidence examples](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#evidence-examples). - **Written rebuttal** - Prepare a cover letter that explains why you are disputing the chargeback. The letter should include the following information: - **Transaction information** - Your merchant name, merchant ID, transaction date, amount, transaction ID, and chargeback reference number. - **Dispute context** - The chargeback reason code and a clear statement that you are disputing it. - **Your argument and evidence** - A summary of what happened and how your evidence refutes the reason code. 4. In the Description of Attachments and rebuttal for the chargeback section, include a summary of what happened and how your evidence supports the dispute. 5. (Optional) In the Additional Details section, include any additional details about the dispute. 6. Select **Send**. After we receive the evidence, we forward it to the cardholder's bank. The cardholder's bank reviews your evidence and makes one of the following decisions: - **Accept your evidence** - The cardholder's bank returns the transaction amount to your account, which you can view in the [ACH Deposit Report](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - **Reject your evidence** - The chargeback moves to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md), which is a last chance to resolve the dispute before the card brand makes a final decision. ### Evidence examples | Evidence | Description | | --- | --- | | Proof of authorization | Send proof of authorization that shows the cardholder has authorized the transaction. The evidence you need to send depends on the payment type: - **Online payments** - Provide a payment gateway or processor record that shows the cardholder authorized the transaction online. Include the Address Verification System (AVS) match results, Card Verification Value (CVV) match results, 3-D Secure authentication status, and the IP address or device associated with the transaction. - **Chip or contactless payments** - Provide a terminal record that shows the cardholder presented the card and completed cardholder verification using the chip and cardholder verification method (CVM). - **Swipe or manual key entry payments** - Provide a signed receipt or Point of Sale (POS) record that shows the cardholder presented the card or provided the card details to complete the transaction. | | Transaction receipt | Send the transaction receipt that confirms that you processed the transaction. The transaction receipt should include the following information: - Transaction date - Amount - Merchant name - Transaction ID - Authorization code or card entry method | | Proof of fulfillment | Send proof of fulfillment that confirms that you delivered the goods or provided the services. Examples of evidence you can send include: - For physical goods that you shipped, send an order confirmation email, shipping confirmation, tracking number, and carrier delivery confirmation. - For digital goods, send download logs, access records, or an IP address that confirms the cardholder received and used the product. - For services that you provided, send a work order, appointment record, or service completion record. | | Transaction history | For online payments, send records of previous authorized transactions from the same cardholder, device, or IP address. | | Cardholder communication | Send any exchanges that you have with the cardholder about the transaction. | | Billing agreement | For recurring payments, send a billing agreement that shows the billing terms and that the cardholder has agreed to recurring charges. | ### Goods or services not received ## Goods or services not received The cardholder claims they did not receive the goods or services they paid for. You can defend the chargeback by completing a Chargeback Form and attaching evidence that you delivered what the cardholder paid for. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **DISPUTE THE CHARGEBACK**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Chargeback Amount ($USD)** - Dollar amount of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder's card. 3. In the Attachments for Disputes section, attach the following documents: - **Supporting evidence** - Submit evidence that addresses the chargeback reason. For a list of example evidence you can send, go to [Evidence examples](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#evidence-examples-2). - **Written rebuttal** - Prepare a cover letter that explains why you are disputing the chargeback. The letter should include the following information: - **Transaction information** - Your merchant name, merchant ID, transaction date, amount, transaction ID, and chargeback reference number. - **Dispute context** - The chargeback reason code and a clear statement that you are disputing it. - **Your argument and evidence** - A summary of what happened and how your evidence refutes the reason code. 4. In the Description of Attachments and rebuttal for the chargeback section, include a summary of what happened and how your evidence supports the dispute. 5. (Optional) In the Additional Details section, include any additional details about the dispute. 6. Select **Send**. After we receive the evidence, we forward it to the cardholder's bank. The cardholder's bank reviews your evidence and makes one of the following decisions: - **Accept your evidence** - The cardholder's bank returns the transaction amount to your account, which you can view in the [ACH Deposit Report](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - **Reject your evidence** - The chargeback moves to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md), which is a last chance to resolve the dispute before the card brand makes a final decision. ### Evidence examples | Evidence | Description | | --- | --- | | Transaction receipt | **Online and in person:** Transaction date, amount, merchant name, transaction ID, authorization code or card entry method | | Proof of fulfillment | Send proof of fulfillment that confirms that you delivered the goods or provided the services. Examples of evidence you can send include: - For physical goods that you shipped, send an order confirmation email, shipping confirmation, tracking number, and carrier delivery confirmation. - For digital goods, send download logs, access records, or an IP address that confirms the cardholder received and used the product. - For services that you provided, send a work order, appointment record, or service completion record. | | Cardholder communication | Send any exchanges that you have with the cardholder about the transaction, for example, shipping updates, delay notifications, or follow-up messages. | ### Goods or services not as described ## Goods or services not as described The cardholder claims the goods or services received were different from what was advertised or were damaged or defective. You can defend the chargeback by completing a Chargeback Form and attaching evidence that shows what you delivered matched your description. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **DISPUTE THE CHARGEBACK**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Chargeback Amount ($USD)** - Dollar amount of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder's card. 3. In the Attachments for Disputes section, attach the following documents: - **Supporting evidence** - Submit evidence that addresses the chargeback reason. For a list of example evidence you can send, go to [Evidence examples](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#evidence-examples-3). - **Written rebuttal** - Prepare a cover letter that explains why you are disputing the chargeback. The letter should include the following information: - **Transaction information** - Your merchant name, merchant ID, transaction date, amount, transaction ID, and chargeback reference number. - **Dispute context** - The chargeback reason code and a clear statement that you are disputing it. - **Your argument and evidence** - A summary of what happened and how your evidence refutes the reason code. 4. In the Description of Attachments and rebuttal for the chargeback section, include a summary of what happened and how your evidence supports the dispute. 5. (Optional) In the Additional Details section, include any additional details about the dispute. 6. Select **Send**. After we receive the evidence, we forward it to the cardholder's bank. The cardholder's bank reviews your evidence and makes one of the following decisions: - **Accept your evidence** - The cardholder's bank returns the transaction amount to your account, which you can view in the [ACH Deposit Report](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - **Reject your evidence** - The chargeback moves to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md), which is a last chance to resolve the dispute before the card brand makes a final decision. ### Evidence examples | Evidence | Description | | --- | --- | | Transaction receipt | Send the transaction receipt that confirms that you processed the transaction. The transaction receipt should include the following information: - Transaction date - Amount - Merchant name - Transaction ID - Authorization code or card entry method | | Product or service description | Send documentation that proves what you delivered matched what you advertised or agreed and was in good condition when it left you. Examples of evidence you can send include: - For goods that you sold online, send a screenshot of the product listing at time of purchase, packing or quality inspection records, or photos of the item. - For goods or services that you sold or provided in person, send a work order, service agreement, inspection record, or photos of the item. | | Refund or cancellation policy | Send your refund or cancellation policy that shows the terms that applied to the transaction. | | Cardholder communication | Send any exchanges that you have with the cardholder about the transaction. | | Proof of replacement or repair | Send a shipping confirmation for the replacement item or a service record that confirms you completed the repair. | ### Duplicate charges ## Duplicate charges The cardholder claims that you charged them more than once for the same transaction. You can defend the chargeback by completing a Chargeback Form and attaching evidence that shows you charged the cardholder only once. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **DISPUTE THE CHARGEBACK**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Chargeback Amount ($USD)** - Dollar amount of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder's card. 3. In the Attachments for Disputes section, attach the following documents: - **Supporting evidence** - Submit evidence that addresses the chargeback reason. For a list of example evidence you can send, go to [Evidence examples](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#evidence-examples-4). - **Written rebuttal** - Prepare a cover letter that explains why you are disputing the chargeback. The letter should include the following information: - **Transaction information** - Your merchant name, merchant ID, transaction date, amount, transaction ID, and chargeback reference number. - **Dispute context** - The chargeback reason code and a clear statement that you are disputing it. - **Your argument and evidence** - A summary of what happened and how your evidence refutes the reason code. 4. In the Description of Attachments and rebuttal for the chargeback section, include a summary of what happened and how your evidence supports the dispute. 5. (Optional) In the Additional Details section, include any additional details about the dispute. 6. Select **Send**. After we receive the evidence, we forward it to the cardholder's bank. The cardholder's bank reviews your evidence and makes one of the following decisions: - **Accept your evidence** - The cardholder's bank returns the transaction amount to your account, which you can view in the [ACH Deposit Report](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - **Reject your evidence** - The chargeback moves to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md), which is a last chance to resolve the dispute before the card brand makes a final decision. ### Evidence examples | Evidence | Description | | --- | --- | | Transaction receipts | Send the transaction receipts for both charges. The receipts must show that each transaction is unique, including different transaction IDs and authorization codes. | | Cardholder communication | Send any exchanges that you have with the cardholder about the duplicate charge. | ### Refund or credit not processed ## Refund or credit not processed The cardholder claims they did not receive an expected refund. You can defend the chargeback by completing a Chargeback Form and attaching evidence that shows that the cardholder is not entitled to a refund. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **DISPUTE THE CHARGEBACK**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Chargeback Amount ($USD)** - Dollar amount of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder's card. 3. In the Attachments for Disputes section, attach the following documents: - **Supporting evidence** - Submit evidence that addresses the chargeback reason. For a list of example evidence you can send, go to [Evidence examples](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#evidence-examples-5). - **Written rebuttal** - Prepare a cover letter that explains why you are disputing the chargeback. The letter should include the following information: - **Transaction information** - Your merchant name, merchant ID, transaction date, amount, transaction ID, and chargeback reference number. - **Dispute context** - The chargeback reason code and a clear statement that you are disputing it. - **Your argument and evidence** - A summary of what happened and how your evidence refutes the reason code. 4. In the Description of Attachments and rebuttal for the chargeback section, include a summary of what happened and how your evidence supports the dispute. 5. (Optional) In the Additional Details section, include any additional details about the dispute. 6. Select **Send**. After we receive the evidence, we forward it to the cardholder's bank. The cardholder's bank reviews your evidence and makes one of the following decisions: - **Accept your evidence** - The cardholder's bank returns the transaction amount to your account, which you can view in the [ACH Deposit Report](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - **Reject your evidence** - The chargeback moves to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md), which is a last chance to resolve the dispute before the card brand makes a final decision. ### Evidence examples | Evidence | Description | | --- | --- | | Transaction receipt | Send the transaction receipt that confirms that you processed the transaction. The transaction receipt should include the following information: - Transaction date - Amount - Merchant name - Transaction ID - Authorization code or card entry method | | Refund or cancellation policy | Send your refund or cancellation policy that shows the terms that applied to the transaction. | | Proof that you did not receive the return | Send records that show that you didn't receive the return from the cardholder, such as delivery records, return-tracking information, or warehouse records. | | Cardholder communication | Send any exchanges that you have with the cardholder about the return or refund. | ### Canceled subscription ## Canceled subscription The cardholder claims they canceled their subscription, but you still charged them. You can defend the chargeback by completing a Chargeback Form and attaching evidence that shows the cardholder hasn't canceled the subscription, doesn't meet the refund or cancellation terms, or has continued to use the service after cancellation. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **DISPUTE THE CHARGEBACK**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Chargeback Amount ($USD)** - Dollar amount of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder's card. 3. In the Attachments for Disputes section, attach the following documents: - **Supporting evidence** - Submit evidence that addresses the chargeback reason. For a list of example evidence you can send, go to [Evidence examples](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md#evidence-examples-6). - **Written rebuttal** - Prepare a cover letter that explains why you are disputing the chargeback. The letter should include the following information: - **Transaction information** - Your merchant name, merchant ID, transaction date, amount, transaction ID, and chargeback reference number. - **Dispute context** - The chargeback reason code and a clear statement that you are disputing it. - **Your argument and evidence** - A summary of what happened and how your evidence refutes the reason code. 4. In the Description of Attachments and rebuttal for the chargeback section, include a summary of what happened and how your evidence supports the dispute. 5. (Optional) In the Additional Details section, include any additional details about the dispute. 6. Select **Send**. After we receive the evidence, we forward it to the cardholder's bank. The cardholder's bank reviews your evidence and makes one of the following decisions: - **Accept your evidence** - The cardholder's bank returns the transaction amount to your account, which you can view in the [ACH Deposit Report](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) in Payroc Insights. - **Reject your evidence** - The chargeback moves to [pre-arbitration](https://support.payroc.com/en-US/payments-fundamentals/disputes/pre-arbitration.md), which is a last chance to resolve the dispute before the card brand makes a final decision. ### Evidence examples | Evidence | Description | | --- | --- | | Billing agreement | Send a billing agreement that shows the billing terms and that the cardholder has agreed to recurring charges. | | Refund or cancellation policy | Send your refund or cancellation policy that shows the terms that applied to the subscription. | | Cardholder communication | Send any exchanges that you have with the cardholder about the subscription or cancellation request. | | Login or access logs | Send account login history, usage records, or access logs that show the cardholder used the service after they canceled the subscription. | ### Ignore the chargeback If you ignore the chargeback and don't respond by the due date, the cardholder keeps the transaction amount, and we deduct a $25 administrative fee from your account. ### Notify us of a refund If you issued a partial or full refund before you received the chargeback, complete a Chargeback Form and notify us so that we can follow up with the cardholder's bank. You can access the form from the email that we sent you or you can go to [Chargeback Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/191). To fill out the form, complete the following steps: 1. In the Chargeback Choices section, select **REFUNDED**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Chargeback Amount ($USD)** - Dollar amount of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder's card. 3. (Optional) If you issued a partial refund, include additional details about why you issued a partial refund in the Partial Refund section, for example, the cardholder returned only part of the order. 4. (Optional) In the Additional Details section, include any additional details about the refund. 5. Select **Send**. ## Related articles - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) - [Run a referenced refund from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-referenced-refund.md) --- # Respond to a retrieval request Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request If a cardholder disputes a payment, their bank can raise a [retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md). If the cardholder’s bank raises a retrieval request, we send you an email that includes the transaction details, the reason for the request, and how long you have to respond. > **Note:** If you’re unsure about how to respond, contact [chargeback@payroc.com](mailto:chargeback@payroc.com) for more assistance. To respond to a retrieval request, you can do one of the following: - [**Submit your evidence**](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md#submit-your-evidence-0) - Submit supporting evidence that addresses the reason for the retrieval request. - [**Notify us of a refund**](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md#notify-us-of-a-refund-4) - Notify us if you issued a refund to the cardholder before you received the retrieval request. ## Submit your evidence To submit your evidence, you need to complete a Retrieval Form. You can access the form from the email that we sent you or you can go to [Retrieval Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/199). To fill out the form, complete the following steps: 1. In the Retrieval Choices section, select **SUPPLY DOCUMENTATION**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder’s card. 3. In the Attachments section, upload the following documents: - **Supporting evidence** - Submit supporting evidence that addresses the reason for the retrieval request. For a list of example evidence you can send, go to [Evidence examples](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md#evidence-examples-1). - **Written rebuttal** - Prepare a cover letter that explains the disputed transaction. The letter should include the following information: - **Transaction information** - Your merchant name, merchant ID, transaction date, amount, transaction ID, and reference number of the retrieval request. - **Transaction context** - A brief explanation of the transaction. - **Summary of evidence** - A brief description of each document you've attached and how it confirms the transaction was legitimate. 4. In the Description of Attachments for the Retrieval section, include a summary of what happened and how your evidence addresses the request. 5. (Optional) In the Additional Details section, include any additional details about the disputed transaction. 6. Select **Send**. After we receive the evidence, we forward it to the cardholder's bank. The cardholder's bank reviews your evidence and makes one of the following decisions: - If the bank accepts your evidence, the request closes. - If the bank rejects your evidence, the request escalates to a chargeback. ### Evidence examples The evidence that you need to send depends on the reason for the retrieval request and the payment type: - [**Online payments**](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md#online-payments-2) - You accept payments online, and cardholders can complete purchases without being physically present. - [I**n-person payments**](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md#in-person-payments-3) - You accept payments in person, and cardholders are present at the time of the purchase. #### Online payments If you accept payments online, you can provide the following evidence: - **Transaction receipt** - Send the transaction receipt that confirms that you processed the transaction. The transaction receipt should include the following information: - Transaction date - Amount - Merchant name - Transaction ID - Authorization code - **Proof of fulfillment** - Send proof of fulfillment that confirms that you delivered the goods. Examples of evidence you can send include: - For physical goods that you shipped, send an order confirmation email, shipping confirmation, tracking number, and carrier delivery confirmation. - For digital goods, send download logs, access records, or an IP address that confirms the cardholder received and used the product. - **Cardholder communication** - Send any exchanges that you have with the cardholder about the transaction. - **Billing agreement** - Send a billing agreement that shows the billing terms and that the cardholder has agreed to recurring charges. #### In-person payments If you accept payments in person, you can provide the following evidence: - **Transaction receipt** - Send the transaction receipt that confirms that you processed the transaction. The transaction receipt should include the following information: - Transaction date - Amount - Merchant name - Transaction ID - Card entry method - **Proof of fulfillment** - Send proof of fulfillment that confirms that you’ve provided the services, for example, a work order, appointment record, or service completion record. - **Cardholder communication** - Send any exchanges that you have with the cardholder about the transaction. ## Notify us of a refund If you issued a partial refund or full refund for the payment before you received the retrieval request, you need to tell us so that we can follow up with the cardholder’s bank. To notify us of a refund, you need to complete a Retrieval Form. You can access the form from the email that we sent you or you can go to [Retrieval Form](https://payroc.atlassian.net/servicedesk/customer/portal/25/group/54/create/199). To fill out the form, complete the following steps: 1. In the Retrieval Choices section, select **ALREADY REFUNDED**. 2. In the Required Information section, enter the following information: - **ARN# or ARD#** - Acquirer Reference Number (ARN) or Acquirer Reference Data (ARD) of the disputed transaction. - **MID#** - Your merchant ID. - **Transaction Date** - Date of the disputed transaction. - **Last 4 of Cardholder Account (Credit/Debit Card)** - Last four digits of the cardholder’s card. 3. (Optional) In the Partial Refund section, include additional details on why you issued a partial refund, for example, the cardholder returned only part of the order. 4. (Optional) In the Additional Details section, include any additional details about the disputed transaction. 5. Select **Send**. ## Related articles - [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) - [Avoid chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md) --- # Retrieval requests Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests > **Important:** If you don't respond to a retrieval request, it can escalate to a [chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md). If that happens, you can no longer submit evidence to challenge the chargeback. A retrieval request is a request from the cardholder's bank for additional information about a transaction. It occurs when a cardholder contacts their bank about a transaction that they don't recognize or have questions about. When we receive a retrieval request from the cardholder's bank, we'll notify you. In Payroc Insights, you can also [view your retrieval request](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) and [set up InTouch notifications](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) to receive automatic alerts for new retrieval requests. When the retrieval request is under review, the transaction amount remains in your account, but a $15 non-refundable administration fee applies to each retrieval request. To respond to a retrieval request, you can do one of the following: - **Submit evidence** - Submit supporting evidence that addresses the retrieval request. After the cardholder's bank reviews the evidence, they can make one of the following decisions: - If the bank accepts your evidence, the request closes. - If the bank rejects your evidence, the request escalates to a chargeback. - **Notify us of a refund** - Notify us if you issued a refund to the cardholder before you received the retrieval request. For more information about how to respond to a retrieval request, go to [Respond to a retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-retrieval-request.md). [Image unavailable in the source article.] ## Related articles - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) - [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md) - [Avoid chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/avoid-chargebacks.md) --- # Set up InTouch Notifications for retrieval requests and chargebacks Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks You can set up InTouch Notifications in Payroc Insights to receive SMS and email alerts when you receive a new [retrieval request](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) or [chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) on your account. Each notification shows the amount that the cardholder is disputing for that transaction. > **Note:** If you sign up for SMS alerts, your mobile carrier might charge standard text message and data rates. 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. On the top menu bar, select your initials, and then select **Edit Settings**. 3. In the Notifications section, enter any of the following contact details: - Phone number - Carrier - Primary email address - Alternative email address 4. In the Schedule notifications section, configure when we deliver your notifications: 1. Set the start time and end time in Central Standard Time (CST). 2. Select the days of the week. 5. In the Notification events section, locate the Chargeback/Retrieval event. 6. Next to the event, select one or more delivery methods. 7. Select **Save Changes**. ## Related articles - [Update your InTouch Notifications settings in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights.md) - [Schedule your InTouch Notifications](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) --- # Payments Fundamentals Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals Learn about payment processing and industry concepts. ## Categories - [PCI Compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance.md) — Learn how to comply with PCI rules and keep your systems secure. - [CEDP](https://support.payroc.com/en-US/payments-fundamentals/cedp.md) — Learn more about Visa’s Commercial Enhanced Data Program (CEDP). - [Disputes](https://support.payroc.com/en-US/payments-fundamentals/disputes.md) — Learn more about the dispute process. - [Surcharges](https://support.payroc.com/en-US/payments-fundamentals/surcharges.md) — Learn more about credit card surcharges and how to set them up. --- # PCI Compliance Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/pci-compliance Learn how to comply with PCI rules and keep your systems secure. ## Articles - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md) - [SecureTrust PCI Manager](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/securetrust-pci-manager.md) - [PCI compliance fees](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees.md) --- # PCI compliance fees Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees To accept card payments, you must comply with Payment Card Industry Data Security Standard (PCI DSS). PCI DSS is a set of requirements that you must follow to ensure you handle cardholder data securely. There are two fees associated with PCI compliance that we display on your statement: - [**Platinum Security PCI fee**](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees.md#platinum-security-pci-fee-0) - Monthly or annual fee that we charge for access to SecureTrust, our PCI compliance partner. - [**PCI noncompliance fee**](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees.md#pci-noncompliance-fee-1) - Fee that we charge if you don't meet the minimum requirements for processing card payments. For more information about your statement, see [Fees in your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md). ## Platinum Security PCI fee We charge the Platinum Security PCI fee for access to SecureTrust, our PCI compliance partner. When we board you to our services, we automatically register you with SecureTrust's PCI Manager. SecureTrust provides services to help you with PCI compliance, including a Self-Assessment Questionnaire (SAQ) to assess how you run card payments and how you handle customer data. SecureTrust also offers vulnerability scanning and provides additional security tools if you require them. For more information about SecureTrust, go to [SecureTrust PCI Manager](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/securetrust-pci-manager.md). ## PCI noncompliance fee We charge the PCI noncompliance fee when your account doesn't comply with PCI DSS. We apply the fee for every month that you don't comply. You must fix any PCI compliance issues as quickly as possible. If you don't comply with PCI DSS, you might no longer be able to accept card payments. For more information about how to become PCI compliant, go to [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md). ## Help with PCI compliance For help with PCI DSS compliance, contact SecureTrust at **1-800-213-8918** or email [PayrocPCIsupport@securetrust.com](mailto:PayrocPCIsupport@securetrust.com). ## Related articles - [Fees in your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md) - [View your PCI compliance status in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-pci-compliance-status-in-payroc-insights.md) --- # PCI DSS compliance Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance Payments fundamentals To help prevent fraud and to protect cardholder data, the card brands created the Payment Card Industry Data Security Standard (PCI DSS). PCI DSS is a set of security requirements that affects all businesses that store, process, or transmit cardholder data. PCI DSS requires you to: - Build and maintain secure systems. - Protect cardholder data. - Protect your systems from malware. - Control who can access cardholder data and systems. - Monitor and test your systems regularly. - Set and maintain clear security rules for your business. ### Benefits of PCI compliance When you comply with PCI DSS, you: - Reduce the risk of data breaches. - Protect your customers’ cardholder data. - Protect your business’s reputation. - Avoid non-compliance fees. ### Consequences of PCI non-compliance If you don't comply with PCI DSS, you increase the risk of: - Cardholder data breaches - Financial losses due to fraud incidents - Damage to your business’s reputation - Restrictions on your ability to process card payments - Non-compliance fees > **Note:** Payroc charges a non-compliance fee for every month that you don’t comply. For more information about the fee, go to [PCI compliance fees](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees.md). ## How to comply with PCI DSS We automatically provide you with access to SecureTrust’s PCI Manager, which guides you through the steps you need to take to achieve and maintain PCI DSS compliance. You can use the PCI Manager to complete Self-Assessment Questionnaires (SAQs) and run vulnerability scans and penetration tests on your network. For more information about how to use the PCI Manager, go to [SecureTrust PCI Manager](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/securetrust-pci-manager.md). ## Related articles - [SecureTrust PCI Manager](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/securetrust-pci-manager.md) - [PCI compliance fees](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees.md) --- # SecureTrust PCI Manager Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/securetrust-pci-manager Payments fundamentals > **Important:** SecureTrust is now part of VikingCloud, so please be aware that you might see a mixture of SecureTrust and VikingCloud in your PCI Manager portal. Security of cardholder data is one of the most important things that you need to manage when you process card transactions. For this reason, the Payment Card Industry Security Standards Council (PCI SSC) mandates that all businesses that process card transactions must comply with the Payment Card Industry Data Security Standard (PCI DSS). We partner with SecureTrust to provide you with access to the PCI Manager, which you can use to complete your PCI compliance requirements. After you complete your PCI compliance requirements, you can [view your PCI compliance status](https://support.payroc.com/en-US/payroc-insights/reports/view-your-pci-compliance-status-in-payroc-insights.md) in Payroc Insights. ## Accessing the PCI Manager When we board you to our services, we automatically register you with SecureTrust’s PCI Manager. SecureTrust sends you an email within three days to confirm your registration and to provide you with credentials and instructions to access your PCI Manager portal. You can access SecureTrust’s PCI Manager portal at: [https://managepci.com/safemaker/login/portal](https://managepci.com/safemaker/login/portal). To learn how to use the PCI Manager, download the [PCI Portal User Guide](https://support.payroc.com/assets/a30c45d12969a59f.pdf). For more information about PCI DSS and PCI DSS compliance, contact SecureTrust at **1-800-213-8918** or email [PayrocPCIsupport@securetrust.com](mailto:PayrocPCIsupport@securetrust.com). ## Using the PCI Manager You can use the PCI Manager to complete Self-Assessment Questionnaires (SAQs), vulnerability scans, and penetration tests. ### SAQs To confirm whether your security practices meet the PCI DSS requirements, you can complete self-assessment questionnaires on the PCI Manager. ### Vulnerability scans Depending on how you accept payments or whether you store cardholder data, you might need to use the PCI Manager to scan your network for security vulnerabilities. The scan helps identify weaknesses that unauthorized users could use to access your data. ### Penetration tests For complex network environments, you might need to use the PCI Manager to run tests that identify weaknesses in your network that a vulnerability scan can’t detect. ## Related articles - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md) - [PCI compliance fees](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-compliance-fees.md) --- # Surcharges Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/surcharges Learn more about credit card surcharges and how to set them up. ## Articles - [Set up credit card surcharges](https://support.payroc.com/en-US/payments-fundamentals/surcharges/set-up-credit-card-surcharges.md) --- # Set up credit card surcharges Locale: en-US Source: https://support.payroc.com/en-US/payments-fundamentals/surcharges/set-up-credit-card-surcharges You can set up [credit card surcharges](https://support.payroc.com/surcharges/credit-card-surcharges) to offset the cost of accepting credit card payments. When a customer pays with a credit card, you can apply a surcharge of up to 3% to the transaction. We offer RewardPay Choice, a credit card surcharge program that lets you customize the surcharge amount that you pass on to your customers. To set up RewardPay Choice, you can either contact your Sales Team, call us at **(888) 477-4500**, or email [cs@payroc.com](mailto:cs@payroc.com). ## Related articles - [Run a keyed card sale in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-keyed-card-details.md) - [Run a card reader sale with Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-a-card-reader.md) --- # Payroc Glossary Locale: en-US Source: https://support.payroc.com/en-US/payroc-glossary ## Glossary This is a auto-generated Article of all your definitions within the glossary. ## Related articles - [Convert an estimate to an invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md) --- # Create a support case in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/account-management/create-a-support-case-in-payroc-insights 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **My Cases**. 3. Select **Create New Case**. 4. In the **Subject** field, enter a brief description of your issue. 5. In the **Description** field, enter the details of your issue. 6. (Optional) To attach supporting documents, select **File Upload**, and then select the files you want to attach. 7. Select **Submit**. ## Related articles - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [View transactions on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-transactions.md) --- # Account management Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/account-management Manage your account settings. ## Articles - [Order printer paper in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/order-printer-paper-in-payroc-insights.md) - [Create a support case in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/create-a-support-case-in-payroc-insights.md) - [View your support cases in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/view-your-support-cases-in-payroc-insights.md) --- # Order printer paper in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/account-management/order-printer-paper-in-payroc-insights Payroc Insights Use the order tool in Payroc Insights to order terminal paper for your devices. The order tool opens in a new tab and takes you to the General Credit Forms (GCF) store for Payroc supplies. You must use the correct printer paper for your device. Most devices use 74' × 2 1/4" paper, except the following: | Device | Paper size | | --- | --- | | Clover Kitchen Printer | 100' × 3" 1 Ply Carbonless | | Clover Solo Printer | 228' × 3 1/8" | | Clover Duo Printer | 228' × 3 1/8" | ## Order printer paper To order printer paper, complete the following steps: 1. [Place your order](https://support.payroc.com/en-US/payroc-insights/account-management/order-printer-paper-in-payroc-insights.md#step-1-place-your-order-1) 2. [(Optional) Track your order](https://support.payroc.com/en-US/payroc-insights/account-management/order-printer-paper-in-payroc-insights.md#optional-step-2-track-your-order-2) ### Step 1. Place your order 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the menu, select **Tools > Order Printer Paper**. 3. Select **Browse Catalog**. 4. In the **Qty** column next to the paper you want, enter the quantity, and then select **Add to Cart**. 5. Select **View Cart**, and then select **Check Out**. 6. Complete the following shipping information: 6a. Enter your shipping address. 6b. Select a shipping method. 6c. (Optional) To receive a notification when your order is shipped, select the **Notify when shipped** checkbox. 7. Select **Place Order**. 8. Review your order, and then select **Check Out**. 9. Enter your payment details, and then select **Submit**. After you complete checkout, an order summary page displays your order information. ### (Optional) Step 2. Track your order > **Note:** Orders are shipped by UPS or FedEx from Monday to Friday. If you place your order before 3:00 pm CST, your order ships the same day, unless it is a ground shipment. If you place your order after 3:00 pm CST, it ships the next day. 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the menu, select **Tools > Order Printer Paper**. 3. From the top navigation, select **Shipping Information**. 4. Select **Order History**. 5. From the Order History list, select your order number. 6. From the Package Information list, in the Tracker Number column, select the number to view the delivery information. ## Edit or cancel an order If you need to edit or cancel an order that you placed, contact the GCF support team at 1-800-805-8714. The support team is available Monday to Friday, 6:00 am to 5:00 pm Central Standard Time (CST). ## Related articles - [Replace the printer paper on your AXIUM DX8000](https://support.payroc.com/en-US/core-products/payroc-gateway/devices/axium-dx8000/replace-the-printer-paper.md) - [Print a receipt for a payment link transaction](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/payment-links/print-a-receipt.md) - [Print a receipt from the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/transaction-management/print-a-receipt.md) - [Update your Doing Business As name and address](https://support.payroc.com/en-US/account-management/update-your-doing-business-as-name-and-address.md) --- # View your support cases in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/account-management/view-your-support-cases-in-payroc-insights Payroc Insights 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **My Cases**. 3. (Optional) If you have more than one merchant company, use the **Merchant Company** dropdown menu to enter the merchant company name, and select **Apply Filters**. 4. (Optional) To filter support cases by status, use the **Status** dropdown menu, and select **Apply Filters**. ## Related articles - [Create a support case in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/create-a-support-case-in-payroc-insights.md) - [View batch information in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights.md) - [Update your InTouch Notifications settings in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights.md) --- # Getting started Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/getting-started Learn how to access and navigate Payroc Insights. ## Articles - [Register for Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/register-for-payroc-insights.md) - [Sign in to Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/sign-in-to-payroc-insights.md) - [Reset your password in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/reset-your-password-in-payroc-insights.md) - [View your dashboard in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/view-your-dashboard-in-payroc-insights.md) --- # Register for Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/getting-started/register-for-payroc-insights After we set up your Payroc Insights account, you need to complete your account registration so that you can sign in. To complete your account registration, complete the following steps: 1. Find the welcome email that we sent you from [payroc@partnerengage.com](mailto:payroc@partnerengage.com). **Note:** If you can't find the email we sent you, check your spam or junk folder. 2. Select the registration link in the email. 3. In the password field, enter a password. Your password must be between 12-128 characters, and contain each of the following: - 1 lowercase character - 1 uppercase character - 1 number - 1 special character 4. In the Confirm Password field, re-enter your password. 5. Select **Submit**. After you complete registration, we send you a confirmation email with the subject line **"Thanks for Registering."** This email includes a summary of what's available in the portal and contact details if you need help. To sign in to Payroc Insights in the future, go to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). ## Related articles - [Update your InTouch Notifications settings in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights.md) - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [Create a support case in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/create-a-support-case-in-payroc-insights.md) --- # Reset your password in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/getting-started/reset-your-password-in-payroc-insights 1. Go to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. Select **Forgot password?**. 3. Enter your email address. 4. Select **Send reset link**. 5. Locate the password reset email that we sent to you from [noreply@payroc.com](mailto:noreply@payroc.com). **Note:** If you don't receive the email after 15 minutes, check your spam folder. If you still can't locate the email, call **1-888-477-4500** or email [cs@payroc.com](mailto:cs@payroc.com). 1. In your email, select **Reset Password**. 2. In the New password box, enter your new password. Your password must be between 12 and 128 characters and contain at least: - One uppercase letter. - One lowercase letter. - One number from 0 to 9. - One special character. 3. In the Confirm new password box, reenter your new password. 4. Select **Continue**. After you update your password, you can return to the sign-in page to sign in with your new password. ## Related articles - [Register for Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/register-for-payroc-insights.md) - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [Create a support case in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/account-management/create-a-support-case-in-payroc-insights.md) --- # Sign in to Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/getting-started/sign-in-to-payroc-insights 1. Go to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. Enter your email address. 3. Enter your password. 4. Select **Sign in**. > **Note:**  If you've forgotten your password, go to [Reset your password in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/reset-your-password-in-payroc-insights.md). ## Related articles - [Register for Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/register-for-payroc-insights.md) - [Reset your password in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/reset-your-password-in-payroc-insights.md) - [View your PCI compliance status in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-pci-compliance-status-in-payroc-insights.md) --- # View your dashboard in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/getting-started/view-your-dashboard-in-payroc-insights The dashboard in Payroc Insights displays information about your settled transactions, including sales volume, transaction counts, and chargebacks. 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Dashboard**. 3. From the Merchant Company dropdown menu, select a merchant company. 4. (Optional) From the Date Range dropdown menu, select a date range. **Note:** The date range you select affects only the data in the Volume Overview and Card Brand - Transaction Count panes. 1. Select **Apply filters**. 2. The dashboard displays the following panes: - **Total Volume** - Dollar amount of sales from yesterday, the current month, and the previous month. - **Total Transactions** - Number of transactions from yesterday, the current month, and the previous month. - **Transactions - Current Month Vs Last Month** - Number of transactions throughout the current month compared to the previous month. - **Volume Overview (in dollars)** - Dollar amount of sales and transfers for the selected date range. - **Volume Overview (count)** - Number of transactions and chargebacks for the selected date range. - **Card Brand - Transaction Count** - Number of transactions for each card brand for the selected date range. 3. (Optional) From the Total Volume or Total Transactions pane, select **![More options](https://support.payroc.com/assets/47280f5f50dfa845.png)** to view the Volume Report or Transactions Report from yesterday, the current month, or the previous month. 4. (Optional) From the other panes, select ![More options](https://support.payroc.com/assets/47280f5f50dfa845.png) to view the report or to download it as a CSV, PNG, or SVG file. ## Related articles - [View your PCI compliance status in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-pci-compliance-status-in-payroc-insights.md) - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) --- # Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights Access your settlement reports, monthly statements, and 1099 K forms. ## Categories - [Getting started](https://support.payroc.com/en-US/payroc-insights/getting-started.md) — Learn how to access and navigate Payroc Insights. - [Account management](https://support.payroc.com/en-US/payroc-insights/account-management.md) — Manage your account settings. - [Reports](https://support.payroc.com/en-US/payroc-insights/reports.md) — Run settlement reports. - [Statements and billing](https://support.payroc.com/en-US/payroc-insights/statements-and-billing.md) — View your statements and tax documents. - [InTouch Notifications](https://support.payroc.com/en-US/payroc-insights/intouch-notifications.md) — Receive email and SMS notifications when events occur on your account. --- # InTouch Notifications Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/intouch-notifications Receive email and SMS notifications when events occur on your account. ## Articles - [Schedule your InTouch Notifications](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications.md) - [Update your InTouch Notifications settings in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights.md) - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) --- # Schedule your InTouch Notifications Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications Choose when you want to receive notifications from Payroc Insights. InTouch Notifications are a Payroc Insights feature that you can set up to receive alerts when events occur on your account, for example, when a chargeback is posted. We send notifications by SMS or email. To set up InTouch Notifications, complete the following steps: 1. [Add contact details](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications.md#step-1-add-contact-details-0). 2. [Schedule your notifications](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications.md#step-2-schedule-your-notifications-1). 3. [Select the notifications you want to receive](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications.md#step-3-select-the-notifications-you-want-to-receive-2). ## Step 1. Add contact details 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. On the top menu bar, select your initials, and then from the dropdown menu, select **Edit Settings**. 3. In the **Notifications** section, add any of the following contact details: - Phone number and carrier - Primary email address - Alternative email address ## Step 2. Schedule your notifications 1. In the **Schedule Notifications** section, enter a **Start Time** and **End Time** range that we should send notifications to you. 2. (Optional) Select the days of the week that you want to receive notifications. ## Step 3. Select the notifications you want to receive 1. In the **Notification events** section, select a delivery method for each event you want to receive notifications for. You can select more than one delivery method for each notification. 2. Select **Save Changes**. ### Notification events | Event name | Change | | --- | --- | | ACH Deposit Scheduled | We scheduled an ACH deposit to your account. | | Batch Statistics Summary | Batch information is available for the previous day's transactions. | | Merchant Profile Modifications | A change was made to your merchant account. | | Missed Money Express Batch | A batch was closed after the Money Express cutoff time. | | Return Exceeds $ | Use the **Amount** field to set a dollar amount threshold for returns. We send a notification if the total dollar amount of returns in your batch exceed the threshold. | | Sale Exceeds $ | Use the **Amount** field to set a dollar amount threshold for sales. We send a notification if the total sales in your batch exceed the threshold. | | Chargeback/Retrieval | A chargeback was posted to your account. | | Deployment Shipment Notification | Payroc ships an order to your business, such as a device or paper order. | ## Related articles - [Update your InTouch Notifications settings in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights.md) - [Set up InTouch Notifications for retrieval requests and chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/set-up-intouch-notifications-for-retrieval-requests-and-chargebacks.md) --- # Update your InTouch Notifications settings in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/intouch-notifications/update-your-intouch-notifications-settings-in-payroc-insights InTouch Notifications are a Payroc Insights feature that sends you alerts when events occur on your account. If you haven't set up InTouch Notifications, go to [Schedule your InTouch Notifications](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications.md). You can update the following settings: - Contact details - Scheduling - Notification preferences To update your InTouch Notifications settings, complete the following steps: 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. On the top menu bar, select your initials, and then from the dropdown menu, select **Edit Settings**. 3. Move through the Edit Settings page to **Notifications**. 4. Update your notification settings. 5. Select **Save Changes**. ## Related articles - [Schedule your InTouch Notifications](https://support.payroc.com/en-US/payroc-insights/intouch-notifications/schedule-your-intouch-notifications.md) - [View batch information in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights.md) - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) --- # Reports Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/reports Run settlement reports. ## Articles - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [View batch information in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) - [View your PCI compliance status in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-pci-compliance-status-in-payroc-insights.md) - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) - [View transactions by location for your KioSoft account in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-transactions-by-location-for-your-kiosoft-account-in-payroc-insights.md) --- # View the details of your transactions in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights You can run the Transactions Report in Payroc Insights to view the details of your transactions. > **Note:** After a batch closes, transactions might take up to 24 hours to appear on the report. 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Reports** > **Merchant Company** > **Transactions**. 3. (Optional) From the Merchant Company dropdown menu, enter the name of your merchant company. 4. From the Date Range dropdown menu, select a date range. 5. (Optional) To filter your results, select **Show Advanced Filters**. For more information about the advanced filters, go to [Advanced filters](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md#advanced-filters-0). 6. Select **Show Results**. 7. (Optional) To download a copy of the report, select **Download .xls**. ## Advanced filters | Filter name | Description | | --- | --- | | Card Type | Card type of the transactions that you want to view. | | Last 4 Digits | Last four digits of a payment card. | | Transaction Type | Type of the transaction: - **Auth** - Transactions that the issuing bank authorized. - **Capture** - Transactions that are complete. - **Error** - Transactions that failed because of a system error. - **Decline** - Transactions that failed because the issuing bank declined the transaction. - **Return** - Transactions that you refunded to the cardholder. - **Void** - Transactions that you canceled before you settled them. | | Transaction Status | Status of the transaction: - **Held** - Transactions that we have held for investigation. - **Paid** - Transactions that are complete. - **Pending** - Transactions that the issuing bank approved, but you have not yet received the funds. - **Release** - Transactions that we previously held for investigation but have now released. - **Reversal** - Transactions that the cardholder disputed, and the issuing bank returned the transaction amount to you. | | Batch | Batch number. | | Min Trans Amount | Minimum dollar amount of the transactions you want to view. | | Max Trans Amount | Maximum dollar amount of the transactions you want to view. | | Location Id | Location ID of your business location. **Note:** Location ID applies only if your Independent Sales Company (ISC) supports location reporting. | | Location Name | Name of your business location. **Note:** Location name applies only if your Independent Sales Company (ISC) supports location reporting. | ## Contents of the report | Column name | Description | | --- | --- | | Merchant Name | Name of your business. | | Card Number | Masked card number of the payment card. | | Card Type | Type of payment card. | | Transaction Type | Type of transaction. | | Batch | Batch number. | | Terminal | Terminal ID that the transaction was run on. | | Transaction Date | Date of the transaction. | | Batch Date | Date that you closed the batch. | | ACH Date | Date that we sent funds to your bank account. | | Auth Amount | Dollar amount that the issuing bank authorized. | | Transaction Amount | Dollar amount of the captured transaction. | | Transaction Status | Status of the transaction. | | Authorization Code | Six-digit authorization code that the issuing bank returns to identify the approval. | ## Related articles - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [View batch information in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) --- # View transactions by location for your KioSoft account in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/reports/view-transactions-by-location-for-your-kiosoft-account-in-payroc-insights > **Important**: The steps in this article apply only if you have a KioSoft account. You can run the Transactions Report in Payroc Insights to view your transactions for a specific location. 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Reports** > **Merchant Company** > **Transactions**. 3. (Optional) From the Merchant Company dropdown menu, enter the name of your merchant company. 4. From the Date Range dropdown menu, select a date range. 5. To filter your transactions by location, select **Advanced filters**, and then enter the location name or location ID. 6. Select **Show Results**. 7. (Optional) To download the report, select **Download .xls**. ## Contents of the report | Column name | Description | | --- | --- | | Merchant Name | Your business name. | | Card Number | Masked card number of the payment card. | | Card Type | Type of payment card. | | Transaction Type | Type of transaction. | | Batch | Batch number. | | Terminal | Terminal ID that the transaction was run on. | | Transaction Date | Date of the transaction. | | Batch Date | Date that you closed the batch. | | ACH Date | Date that we sent funds to your bank account. | | Auth Amount | Dollar amount that the issuing bank authorized. | | Transaction Amount | Dollar amount of the captured transaction. | | Transaction Status | Status of the transaction. | | Authorization Code | Six-digit authorization code that the issuing bank returns to identify the approval. | | Location Id | Your business location ID. | | Location Name | Your business location name. | ## Related articles - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) - [View your transaction report in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/view-your-transaction-report.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) --- # View your ACH deposits for card transactions in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights > **Note:** This report shows deposits for card transactions only. To view the details of funds that we sent to your bank account, complete the following steps: 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Reports > Merchant Company > ACH Deposit**. 3. (Optional) If you have more than one merchant company, use the dropdown menu to select your merchant company. 4. From the Date Range dropdown menu, select a date range. 5. Select **Show Results**. 6. (Optional) To download a copy of the report, select **Download .xls**. ## Contents of the report | Column name | Description | | --- | --- | | Association Date | Date of the batch that contains the transactions that make up the ACH deposit. | | ACH Date | Date that we sent the Net Amount to your bank account. | | Payment Date | Date that you received the Net Amount in your bank account. | | MID | Merchant ID (MID) that we assigned to your merchant. | | Merchant Name | Your business name. | | Transactions | Number of transactions in the ACH deposit. | | Sales | Dollar amount of approved sales. | | Returns | Dollar amount that you refunded to cardholders. | | Daily Fees | Dollar amount of daily fees. | | Held Sales | Dollar amount that we held back from your funds for further investigation. | | ACH Adj. | Dollar amount of adjustments we made to the Sales amount. | | Holdback | Dollar amount of surcharge funds that we held back. Applies only to Reward Pay and Consumer Choice merchants. | | Reserve Release | Dollar amount of held funds that we released and included in the ACH deposit. | | Net Amount | Dollar amount that we sent to your bank account. **Note:** To calculate your Net Amount, we subtract your ACH adjustments, fees, and holdbacks from your Sales amount. | | Actions | To view additional details about the ACH Deposit, select ![More options](https://support.payroc.com/assets/47280f5f50dfa845.png), and then select **Details**. | ## Related articles - [Register for Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/register-for-payroc-insights.md) - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) --- # View batch information in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights Use Payroc Insights to view your batches and details about transactions in each batch. After you retrieve a list of batches, you can view the following additional information for each batch: - **Batch Card Summary** — Table that contains transaction information grouped by card type. Each row in the table contains a summary of the transactions for a card type, for example, Mastercard. - **Batch Card Details** — Table that contains all the transactions in a batch, including card number, transaction date, and status. You can also filter the transactions to a single card type. ## View your batches Use the Batch report to view all your batches within a date range. 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Reports > Merchant Company > Batch**. 3. (Optional) If you have more than one merchant company, use the **Merchant Company** drop-down menu to select your merchant company. 4. From the **Date Range** drop-down menu, select a date range. 5. Select **Show Results**. 6. (Optional) To download a copy of the report, select **Download .xls**. ### Contents of the batch report | Column name | Description | | --- | --- | | Merchant Name | Your business name. | | MID | Merchant ID (MID) that we assigned to your merchant account. | | Batch Date | Date that you closed the batch. | | Batches | Number of batches. | | Transactions | Number of transactions in the batch. | | Returns | Dollar amount of refunds in the batch. | | Holds | Dollar amount of funds in the batch that we have held for investigation. | | Releases | Dollar amount of held funds in the batch that we have released. We previously held these funds for investigation. | | Amex Direct Sales | Dollar amount of transactions that are American Express Direct transactions. | | Gross Sales | Dollar amount of approved sales in the batch. | | ACH Date | Date that we sent the Net Amount to your bank account. | | Net Amount | Dollar amount that we sent to your bank account. | ## View additional information about a batch To view a Batch Card Summary or Batch Card Details for the batch, from the Actions column, select **…**, and then select either: - **Batch Card Summary** — View a summary of transactions in the batch, grouped by card type. - **Batch Card Details** — View all transactions in the batch. ### Contents of the Batch Card Summary report | Column name | Description | | --- | --- | | Card Type | Type of card that the cardholder used for the transaction, for example, Visa. | | Batches | Number of batches that contain the card type. | | Terminals | Number of terminals that you used to run the card type. | | Transactions | Number of transactions for the card type. | | Returns | Dollar amount of refunds for the card type. | | Holds | Dollar amount of funds that we have held for investigation for the card type. | | Releases | Dollar amount of held funds that we have released for the card type. We previously held these funds for investigation. | | Sales | Dollar amount of approved transactions for the card type. | | Actions | To view the list of transactions in the batch for the card type, select **Details**. | ### Contents of the Batch Card Details report | Column name | Description | | --- | --- | | Card Number | Masked card number of the payment card. | | Card Type | Type of card that the cardholder used for the transaction, for example, Visa. | | Transaction Date | Date of the transaction. | | Batch | Number of the batch that contains the transaction, which is assigned by the terminal. **Note:** The Batch column is a legacy field that we no longer populate. | | Terminal | Terminal that the transaction was run on. | | ACH Date | Date that we sent funds to your bank account. | | Auth Amount | Total dollar amount of the authorization. | | Transaction Amount | Total dollar amount of the transaction in the batch. | | Status | Status of the transaction. | ## Related articles - [View previous batches on the Roc Terminal+ mobile app](https://support.payroc.com/en-US/core-products/roc-terminal-plus/mobile-app/view-previous-batches.md) - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) - [View transactions by location for your KioSoft account in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-transactions-by-location-for-your-kiosoft-account-in-payroc-insights.md) --- # View your PCI compliance status in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/reports/view-your-pci-compliance-status-in-payroc-insights You can run the PCI Compliance Report in Payroc Insights to check the Payment Card Industry Data Security Standard (PCI DSS) compliance status of your account. > **Note:** You will receive email notifications from VikingCloud before your PCI compliance expires. ## Run the report 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Reports** > **Merchant Company** > **PCI Compliance**. 3. (Optional) From the Merchant Company dropdown menu, enter the name of the merchant company. 4. (Optional) To filter results by PCI status, from the PCI Status dropdown menu, select a PCI status. 5. Select **Show Results**. 6. (Optional) To download a copy of the report, select **Download .xls**. ## Contents of the report | Column name | Description | | --- | --- | | Merchant Approval Date | Date that we approved your account to run transactions. | | ISC # | Unique identifier that we assigned to your Independent Sales Company (ISC). | | Merchant DBA | Your Doing Business As (DBA) name. | | Legal Business Name | Your legal business name. | | Merchant ID | Merchant ID (MID) that we assigned to your merchant account. | | App. Status | Status of your merchant account application. | | PCI Status | Status of your PCI DSS compliance. - **PASS** - You comply with PCI DSS. - **FAIL** - You don't comply with PCI DSS. - **EXPIRED** - Your PCI DSS compliance has expired. - **INCOMPLETE** - You haven't completed your checks to comply with PCI DSS. | | PCI Expiry | Expiration date of your PCI DSS compliance. | ## Related articles - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md) - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [View your retrieval requests and chargebacks in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights.md) - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) --- # View your retrieval requests and chargebacks in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/reports/view-your-retrieval-requests-and-chargebacks-in-payroc-insights You can run the Chargebacks / Retrievals Report in Payroc Insights to view your [retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) and [chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) that cardholders raised against your account. ## Run the report 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Reports** > **Merchant Company** > **Chargebacks / Retrievals**. 3. (Optional) From the Merchant Company dropdown menu, enter the name of the merchant company. 4. From the Date Range dropdown menu, select a date range. 5. (Optional) To filter your report, select **Show Advanced Filters**, and then apply any of the following filters: - **Dispute Type** - Type of dispute, for example, chargebacks or retrievals. - **Last 4 Digits** - Last four digits of the payment card. - **Status** - Status of the chargeback or retrieval. 6. Select **Show Results**. 7. (Optional) To download a copy of the report, select **Download .xls**. ## Contents of the report | Column name | Description | | --- | --- | | MID | Merchant ID (MID) that we assigned to your merchant account. | | Merchant Name | Your business name. | | Received Date | Date that we received the chargeback or retrieval. | | Dispute Type | Indicates if the dispute is a chargeback or a retrieval. | | Card Number | Masked card number of the payment card. | | Chargeback Reference | Reference number for the chargeback or retrieval. | | Reason Code | Reason code for the chargeback or retrieval. | | Transaction Date | Date of the transaction. | | Transaction Amount | Dollar amount of the transaction. | | Dispute Amount | Dollar amount that the cardholder received for the dispute. | | Fee | Fee that we charge for each chargeback, which is usually $25 but might vary depending on your account. | | Status | Status of the chargeback or retrieval. | | Description | Reason for the chargeback or retrieval. **Note:** If there is no description, refer to the Reason Code. | ## Related articles - [Retrieval requests](https://support.payroc.com/en-US/payments-fundamentals/disputes/retrieval-requests.md) - [Respond to a chargeback](https://support.payroc.com/en-US/payments-fundamentals/disputes/respond-to-a-chargeback.md) - [Chargebacks](https://support.payroc.com/en-US/payments-fundamentals/disputes/chargebacks.md) - [View batch information in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-daily-settlements-in-payroc-insights.md) --- # Download your statement in Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/statements-and-billing/download-your-statement-in-payroc-insights You can use Payroc Insights to download your statement as a PDF file. > **Note:** Your statement is available on Payroc Insights from the 8th day of the month. If this day falls on a weekend or public holiday, your statement is available on the next working day. 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the navigation menu, select **Statements**, and then select **Merchant**. 3. (Optional) From the Merchant Company dropdown menu, enter the name of the merchant company. 4. From the Statement Year dropdown menu, select the year of the statement you want to download. 5. Select **Show Results**. 6. From the Statement column, select **Download**. ## Related articles - [View your ACH deposits for card transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-your-ach-deposits-for-card-transactions-in-payroc-insights.md) - [View the details of your transactions in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/reports/view-the-details-of-your-transactions-in-payroc-insights.md) - [View your dashboard in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/getting-started/view-your-dashboard-in-payroc-insights.md) --- # Statements and billing Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/statements-and-billing View your statements and tax documents. ## Articles - [What is a 1099-K?](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k.md) - [View your 1099-K form on Payroc Insights](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/view-your-1099-k-form-on-payroc-insights.md) - [Set up your 1099-K delivery method](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/set-up-your-1099-k-delivery-method.md) - [Download your statement in Payroc Insights](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/download-your-statement-in-payroc-insights.md) - [Fees in your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/fees-in-your-statement.md) - [Understand your statement](https://support.payroc.com/en-US/account-management/statements-and-funding/understand-your-statement.md) - [Statement B](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-b.md) - [Statement A](https://support.payroc.com/en-US/account-management/statements-and-funding/statement-a.md) --- # Set up your 1099-K delivery method Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/statements-and-billing/set-up-your-1099-k-delivery-method Payroc Insights You can choose to receive your 1099-K form digitally or by mail. Depending on whether you've signed in to Payroc Insights before, go to one of the following: - If it's your first time signing in to Payroc Insights, go to [Set up your 1099-K delivery method](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/set-up-your-1099-k-delivery-method.md#set-up-your-1099-k-delivery-method-0). - If you've already set up your 1099-K delivery method and want to change it, go to [Update your 1099-K delivery method](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/set-up-your-1099-k-delivery-method.md#update-your-1099-k-delivery-method-1). ## Set up your 1099-K delivery method The first time you sign in to Payroc Insights, a prompt appears on your dashboard asking how you want to receive your 1099-K form. To confirm the delivery method, complete the following steps: 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. From the prompt on the dashboard, set your delivery preference for each merchant account listed: - To receive the 1099-K form by mail, clear the checkbox. - To receive the 1099-K form digitally through Payroc Insights, select the checkbox. 3. Select **Confirm**. **Note:** If you have more than one merchant account, a checkbox appears for each. You can set a different preference for each account. ## Update your 1099-K delivery method If you previously chose a delivery method for your 1099-K form, but would like to change it, complete the following steps: 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. On the top menu bar, select your initials, and then select **Edit Settings**. 3. Go to the **1099-K Report Status** section. 4. Select **Edit**. **Note:** If you have more than one merchant company, select **Edit** next to the company you want to update the settings for. 5. Update your delivery preference: - To receive the 1099-K form digitally through Payroc Insights, select the checkbox. - To receive the 1099-K form by mail, clear the checkbox. 6. Select **Confirm**. **Note:** If you withdraw your consent to digital delivery, future 1099-K forms are delivered by mail. Payroc may take up to 10 business days to process your request. ## Related articles - [What is a 1099-K?](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k.md) - [View your 1099-K form on Payroc Insights](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/view-your-1099-k-form-on-payroc-insights.md) --- # View your 1099-K form on Payroc Insights Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/statements-and-billing/view-your-1099-k-form-on-payroc-insights Payroc Insights ## View your 1099-K form > **Note:** To check that you have consented to view your 1099-K form on Payroc Insights, go to [Consenting to a paperless 1099-K form](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/view-your-1099-k-form-on-payroc-insights.md#consent-to-a-paperless-1099-k-form-1). To view your 1099-K form on Payroc Insights, complete the following steps: 1. Sign in to [https://payroc.partnerengage.com](https://payroc.partnerengage.com/). 2. On the side menu, select **Statements**, and then select **1099-K Reporting**. ![Payroc Insights side menu with 1099-K Reporting highlighted under Statements](https://support.payroc.com/assets/21600d715ec05172.png) 3. To view your 1099-K form, select the linked report. ![1099-K Reporting page with the View 1099-K Report link highlighted](https://support.payroc.com/assets/10eba9b17db0fb37.png) 4. Select **Detail of Reported Amounts**. The Portal displays your 1099-K form for the current year. ![1099-K Reporting page with the Detail of Reported Amounts link highlighted](https://support.payroc.com/assets/4175cb426c966631.png) ### Consent to a paperless 1099-K form You can update your form preference to view the form online on Payroc Insights or to receive a paper copy mailed to your business address. 1. Select **My Account**. 2. From the dropdown menu, select **Edit Settings**. 3. Move through the **Edit Settings** page to **1099-K Report Status**, which displays your 1099-K form and its status. The form can have one of the following statuses: - **Paperless** - You can view your 1099-K form on Payroc Insights. - **Paper** - We mail your 1099-K form to your business address. 4. (Optional) To update your form preference, complete the following steps: 1. Select **Edit**. ![1099-K Report Status table with the Edit link highlighted](https://support.payroc.com/assets/2d5ea22a8d62ea1a.png) b. Update your preference. i. To view your 1099-K form on Payroc Insights, select the checkbox. ii. To receive a paper copy of your 1099-K form, clear the checkbox. ![1099-K Report Status table with the Consented checkbox selected](https://support.payroc.com/assets/6f0322b3e9285312.png) c. Select **Confirm**. ## Related articles - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md) - [SecureTrust PCI Manager](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/securetrust-pci-manager.md) - [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md) - [What is a 1099-K?](https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k.md) --- # What is a 1099-K? Locale: en-US Source: https://support.payroc.com/en-US/payroc-insights/statements-and-billing/what-is-a-1099-k Payroc Insightss The 1099-K form contains a summary of your transactions for the year, which can help you with your voluntary tax compliance. If there is an error on your 1099-K form, contact our Customer Support Team at 888-477-4500. Depending on your account settings, you can view your 1099-K form on Payroc Insights, or we can send a copy of the form to your address. We also send a copy of the form to the IRS. > **Note:** For more information about the 1099-K form, go to [https://www.irs.gov/forms-pubs/about-form-1099-k](https://www.irs.gov/forms-pubs/about-form-1099-k). ## Related articles - [PCI DSS compliance](https://support.payroc.com/en-US/payments-fundamentals/pci-compliance/pci-dss-compliance.md)