Edit Parameters:

1. Navigate to Device Management in the Sidebar Menu.

2. Locate the Merchant's EPI followed by clicking the Vertical Ellipsis(⋮), then Edit Parameters.

Edit Parameters

These are visible only by the ISO

POS MENU CONFIG

Card (Credit on Default Homescreen; Card on Dual Pricing and BIN Based Surcharge)

• Sale / Void / PreAUTH / Ticket / Refund / PreSale

Debit

• Sale / Refund

Cash

• Sale / Refund

Tip, Tax & Fee

Tip

• Tip Option
  • Max Tip Range
     Max tip percentage customers can leave merchants. Set in % and $ amounts.
  • Smart Tip
     Print 4 tip suggestions on receipt (percent and dollar amount).
  • Tip on Screen
     (Prompt on terminal during transaction for customer to select tip. Can be set to Percentage, Dollars, or Variable( Set 4 % and $ amounts that display at a specific dollar amount transaction)
  • Tip On Receipt
     Displays the Tip amounts or percentages on the receipt.
  • Fixed Tip
     Applies a set tip amount to each transaction (percentage or dollar amount).
  • Server/Clerk Setup
     Create Server ID’s for all servers.
  • Receipt For Tip Adjust
     Print receipt when Tip Adjust is performed.

Differential

• Differential Option
  • Label
     Enter what you would want the custom fee amount to be labeled as.
  • Include in Differential
     Present Custom Fee on variable Transaction features (ex. Debit Transactions, Tips, Tax...)
  • Visa $10 Rule
     If applicable MCC, On VISA cards, the Differential will not be allowed to charge the fee.
  • Include Cash
     Select if the custom fee is also applied to cash transactions.
  • Cash Discount
     Will show the price if the customer uses a credit card versus paying in cash.
  • Disclosure of Differential
     Removes line item for the Non-Cash Charge.
  • Show Discount For Card
     Displays Discount for Card on Receipt

Tax

• Tax Option
  • State Tax
     Sets tax per transaction (ranges from 1% - 15%).
  • Include Tax For Cash
     Enables tax per Cash transaction (ranges from 1% - 15%).

Receipt

• Header/Footer
  • Header
  • Footer
  • Disclaimer
• Batch
  • Print Reports
     Enable What report(s) you want to be printed when the batch is settled.
    • Detailed Report
       The detailed settlement report will be printed when the batch is settled.
    • Summary Report
       The summary settlement report will be printed when the batch is settled.
    • Settlement Report Tip
       The detailed settlement report will be printed when the batch is settled.
    • No Transaction Report
       No Transactions to Settle will be printed if there is no Settlement Report to print.
    • Print Differential & Base Amount Detail
       Print Differential & Base Amount on Reports
  • Email Report
     Settlement reports that are enabled will be emailed when the batch is settled.
  • Print Option
    • Delivery Options
      • Hide Receipt Option
        Hide the 2 options SMS and Paper From showing on the screen.
         Removes SMS Input for Engage my Customer.
      • SMS Receipt
         Allows SMS receipt to be sent.
      • Paper receipt
         Allows paper receipts to be printed.
      • Receipt for Declined Transaction
         Select whether or not to print a decline receipt when transactions decline.
    • Signature Options
      • Force On Screen Signature
         Forces signature prompt on screen during transaction.
      • Forced Signature
         Forces signature line to be printed on receipt.
    • Print Options
      • Receipt Options Merchant
      • Receipt Options Customer

Terminal & Transactions

• Terminal
  • Pinpad Support
    • Enable Pin Pad
       Will power on pin pad (VL300/VP300) if connected.
  • Display Option
    • Standby Mode/Timer
    • Display Logo
       Select to display a logo on the terminal( If enabled you can select for the Logos added to your ISO account)
    • Sleep Mode/Timer
  • Batch Option
    • Batch Out
       Will settle the current day’s batch automatically. (If set to yes you you can set the Time of Batching out in 30min intervals.
• Transaction
  • Display Option
    • Split Payment
       Splits the transaction between (up to) 5 people, both evenly and unevenly.
    • Disable PIN Debit
       Disables the terminals ability to take PIN for Debit cards.
    • Cash Back on Debit
       Enables Cash to be requested by the customer when using debit cards.
    • Pin Bypass
       Enables the ability to bypass the Pin Entry Request.
    • Disable All Password
       Remove Password Requirement for Restricted Functions
    • Card Present Prompt For Manual
       Present Notification requesting Customer to present card when Manually Entering Transactions.
    • QSR(Quick Serve Restaurant)
       Removes the need for signature as well as removes Receipts for transactions under a specific dollar amount.
    • Manual Entry on Credit
       Allows manual card entry for Credit transaction.
    • Manual Entry on Debit
       Allows manual card entry for Debit transaction.
    • Valor Connect
       Enable Valor Connect functionality on Terminal.
    • Generate QR
       Generate QR Code on Receipt for Pre Sale Transactions.
  • Integration
    • POS Integration
       Enable the terminals ability to connect to a POS System.
      • Amount Confirmation
         Enable the terminal to show the amount confirmation screen from the POS System.
      • Hide IP
         Hide local IP Address of the Terminal.
      • Connection Type
         Select how the terminal will be connect to the POS System.
    • Access Valor Store
       Allows Valor Store application to be installed on Android Terminals.
  • Security Options
    • AVS
       Address Verification Service
    • AVS Fail Action
       If Incorrect Details Are Present choose whether to Deny or Successfully Transact and notify the Merchant of the discrepancy with card details.
    • Password for Refund
       Prompt for password when a refund is being attempted.

Homescreen

• Application Option
   Toggle between Default Homescreen, Dual Pricing Homescreen, and BIN Based Surcharge Homescreens.
  • Default Homescreen
    • Validate Fee
       Communicates the Fee being applied on the Card.
  • Dual Pricing Homescreen
    • Amount Confirmation Before Card Prompt
       Select if the merchant will get a message on screen asking them to confirm the amount of the transaction.
    • Present Device to Customer
       Select if the merchant will get a message on screen to pass the terminal to the customer for them to confirm the amount.
    • Remove Sub Total
       Select if the terminal displays the Sub Total at the top of the main screen.
    • Entered Amount
       Determine whether the keyed-in Transaction amount is the Card Price or the Cash Price.
    • Validate Fee
       Communicates the Fee being applied on the Card.
    • Password For Cash
       Requires Password for all Cash Transactions
    • Show Pricing On Receipt
       Show Price Differencing on the Receipt
    • Show Savings
       Show Custom Message regarding Cash Savings
    • Show Card Cash Pricing
       Show Card Price vs Cash Price on Receipt
  • BIN Based Surcharge
    • Amount Confirmation Before Card Prompt
       Select if the merchant will get a message on screen asking them to confirm the amount of the transaction.
    • Validate Fee
       Communicates the Fee being applied on the Card.
• Custom Fee Option
  • Label
     Custom Label for Surcharge, Cash Discounting or other programs.
  • Disclosure of Differential
     Removes line item for the Non-Cash Charge.
  • Include Cash
     Select if the custom fee is also applied to cash transactions.
  • Show Discount For Card
     Custom Label for Discount.

Data Collection

• Customer Satisfaction Survey
  • Custom Label for Discount.
     Prompt for customer to provide feedback for merchant via 4 emojis.
• Additional Input
  • Additional Input 1
     Additional data collection for merchants (invoice no, stock no, etc.).
  • Additional Input 2
     Additional data collection for merchants (invoice no, stock no, etc.).
• Disclaimer
   Custom Label for Pre-Sale Ticket

Support

• Support
  • Contact Us
     Enable the merchants ability to see Help Desk Numbers.
  • Call Me Ticketing Option
     Enable the merchants ability to create Support Tickets From the terminal.
  • Reset Manager Password
     Resets the manager password to the Last 4 of the EPI once download is competed will return to the off position.

Save: Commits any changes made in Device Management.

Note: All Parameter Changes Saved Require a Package Download on the Device to Reflect Changes

Performing a Package Download:
 VL100/VL110/VP100 = Favorites (★) > 6.Package Download > OK
VL500/VP500 = Menu Button > Updates > ENTER
 RCKT = Settings Button > Updates