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Merchant Knowledge Base
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Merchant

  • Getting Started
    • Table of Contents
    • Gaining Online Portal Access
    • Creating Your Online Portal Password
    • QRG Reference Database
    • Connect Your Device to the Internet
    • Frequently Asked Questions
    • Dual Pricing Guide
    • Fleet Guide
    • Cash Drawer Integration with VP800
    • Valor ACH
      • Valor ACH Authorization QRG
      • ACH Authorization Guide
    • FlexFactor QRG
    • VISA CEDP QRG
    • SIM Configuration QRG

Online Portal

  • Home
  • User Management
    • Modify User View
    • Search User
    • Export User Data
    • Add Operator
    • Delete Operator
    • Activate Operator
    • De-Activate Operator
    • Enable 2FA
    • Reset Password
    • View Audit Logs
    • View Devices
    • Send Verification Email
    • Assign User as Operator Admin
    • Operator Overview
  • Transactions
    • Filter Transactions
      • Organize Transctions by Day
    • Modify the Column View
    • Show Only Approve Transactions
    • View Transaction Details
    • View Transaction Receipt
    • View Transaction Log
    • Issue Refund
    • Open Support Ticket
    • View Batch
    • Convert to Recurring Payment
    • Adjust Tip
    • Settle Open Batch
    • Void Transaction
    • Issue Refund
  • Virtual Terminal
    • Cancel E-Invoice
    • Create PayNow Link
    • Create Valor QR Lite Code
    • Change Virtual Terminal for Transaction
    • Edit Recurring Billing Transaction
    • Enabling L2 & L3 Processing for Virtual Terminal
    • Deactivate Recurring Billing
    • Generate QR
    • Perform a Transaction
    • Perform a Valor Connect Transaction
    • Resend E-Invoice
    • Resend PayNow
    • View E-Invoices
    • View Recurring Billing History
    • View Recurring Billing Overview
    • Whitelist IP Address
  • Device Managment
    • Edit Parameters
    • View Device Overview
    • View a Device's Serial Number History
    • View a Device's Heartbeat log
    • View a Device's RKI Download log
    • View Audit Logs
    • Mark a Device as Favorite
    • Enable Parameter Download
    • Enable Application Download
    • Export Device List
    • Filter Device List
  • Engage My Customer
    • Create a New Campaign or Promotion
    • Edit an Existing Campaign
    • End an Existing Campaign
    • Delete an Existing Campaign
    • View Stored Customer List
    • Export Stored Customer List
    • Send Campaign/Promotion to Stored Customer
  • Valor Shield RT
  • Contact Us
  • Tickets
    • Create New Ticket
    • Export Ticket History
    • Edit Ticket
    • Delete Ticket
  • Vault
    • Add Customer
    • Add Customer from Transactions
    • Delete Saved Customer
    • Edit Customer Data
    • Exporting Customer Data
    • View List of Customers
    • View Audit Logs
    • Acquiring Public Key
  • Settings
    • Adding Inventory
    • Adding Modifier
    • Adding Discount
    • Delete Discount
    • Delete Inventory
    • Delete Modifier
    • Authenticate Quickbooks Integration for Virtual Terminal
    • View API Keys
    • Verifying and Modifying ACH Threshold
  • Reports
    • BatchOut Report
    • Tax Report
    • Tip Report
  • Training Videos

VL100 : VL110 : VP100 : VL300 Standalone

  • Default Homescreen Transaction
  • Dual Pricing / Bin Based Homescreen Transaction
  • Favorites Menu ★
  • Menu
    • Payment
    • Favorites
    • Settlement
    • Reprint
    • Reports
    • Utility
    • Host Utility
    • Setup
    • Remote Diagnostics
  • Help Me Menu
  • Connecting a VL300 to a VL100
  • Connecting a VP300 to a VP100
  • Troubleshooting
    • Connect Terminal to WIFI Troubleshooting
    • Configure Static IP
    • Install SIM into VL110
    • Manually Configure APN on Cellular
    • Void on Default Homescreen
    • Soft Reset Terminal
    • Manual RKI Download
    • Remove Keyboard Beep
    • Setup Custom Passwords
    • Refund on Default Homescreen
    • Temporarily Disable Pin Pad
    • Bypass Custom Fee
    • Add Tip on Sale
    • Add or Remove Clerk / Server
    • Reboot Terminal
    • Tip Adjust on Terminal
    • Manual Batch Settlement

VL500 : VP500

  • Default Homescreen Transaction
  • Dual Pricing / Bin Based Homescreen Transaction
  • Menu
    • Report
    • Settlement
    • Tip Adjust
    • Reprint Receipt
    • Pre Sale
    • Reprint
    • Updates
    • Settings
    • Payment
  • Troubleshooting
    • Install SIM
    • Manually Configure APN on Cellular VL500

Mobile App

  • Download Mobile App
  • Getting Logged In
  • Pairing a RCKT Device
  • Performing a Card Sale on the RCKT
  • Performing a Card Sale on the Mobile App
  • Performing a Cash Sale on the Mobile App
  • Creating an E-Invoice in the Mobile App
  • Creating a PayNow Link
  • Creating a QR Code for Payment
  • Performing a Gift Card Sale on the Mobile App
  • Performing a Quick Sale
  • Performing a Auth
  • Performing a Refund
  • Performing an Inventory Sale
  • Performing a Parameter Download
  • Performing an RKI on RCKT
  • Refresh RCKT AID Details
  • Dashboard
  • Transactions
  • Open Batches
  • Menu

api

  • Generating API KEYS
  • OpenCart Integration

Valor Connect

  • Enabling Valor Connect
  • Process a Transaction

DEFERRED AUTH

  • Enabling Deferred AUTH Parameter for Terminal
  • VL100 / VL100 Pro / VL110 / VP100 / VL300 Standalone
    • Enabling Deferred AUTH
    • Print Deferred AUTH Transaction Report
    • Uploading Deferred AUTH Transactions
    • Review Pending Deferred AUTH Transactions
  • VL500 / VL 550 / VP500 / VP550 / VP550e / VP800
    • Enabling Deferred AUTH
    • Upload Deferred AUTH Transactions
    • Review Pending Deferred AUTH Transactions
    • Print Deferred AUTH Transaction Report
    • Deactivating Deferred AUTH

Table of Contents

Getting Started

Portal

New Portal

VL100/VL110/VP100

VL500/VL550/VP500/VP550

Mobile App / RCKT

Updated 11 months ago


Gaining Online Portal Access