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Your StaxBill Billing Account Portal As a client you have access to an account portal where you can
Your StaxBill Billing Account Portal As a client you have access to an account portal where you can
You can get to this part of the system by clicking Customers > Customers. Search for and click on
You can get to this part of the system by clicking Customers > Customers. Search for and click on
Using the Time Clock First, the employee will need to enter their PIN code. If you are not currently
Using the Time Clock First, the employee will need to enter their PIN code. If you are not currently
System Administrators You can get to this part of the system by clicking on the Admin Button with yo
System Administrators You can get to this part of the system by clicking on the Admin Button with yo
The system allows you to manage common Shift Change activities, such as: Open and Close your shifts.
The system allows you to manage common Shift Change activities, such as: Open and Close your shifts.

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Helpful Blogs

Take a look at some creative ways to level up what you do.
How To Start a Boutique Retail Store: 6-Step Guide
How To Start a Boutique Retail Store: 6-Step Guide

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image - 2025-04-28T114828.689
How To Start a Boutique Retail Store: 6-Step Guide

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi.

image - 2025-04-28T114835.188
How To Start a Boutique Retail Store: 6-Step Guide

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi.

FAQ

Create a Promotional / Store Use Gift Card

Steps for Manually Creating Gift Cards

  1. Go to Inventory > Gift Cards.
  2. Click the + Add New Gift Card button in the upper left.
  3. You can either use the automatically generated Gift Card Code, OR you can scan in a code from a pre-printed card, OR you can manually enter your own code.
  4. It is recommended to enter a unique Title for every Gift Card you create, as an alternative way to look it up.
  5. Enter the Amount.
  6. Click the Add Gift Card button. The Gift Card will be usable in the Point of Sale or through the website shopping cart.
Create a Promotional / Store Use Gift Card

Steps for Manually Creating Gift Cards

  1. Go to Inventory > Gift Cards.
  2. Click the + Add New Gift Card button in the upper left.
  3. You can either use the automatically generated Gift Card Code, OR you can scan in a code from a pre-printed card, OR you can manually enter your own code.
  4. It is recommended to enter a unique Title for every Gift Card you create, as an alternative way to look it up.
  5. Enter the Amount.
  6. Click the Add Gift Card button. The Gift Card will be usable in the Point of Sale or through the website shopping cart.
Create a Promotional / Store Use Gift Card

Steps for Manually Creating Gift Cards

  1. Go to Inventory > Gift Cards.
  2. Click the + Add New Gift Card button in the upper left.
  3. You can either use the automatically generated Gift Card Code, OR you can scan in a code from a pre-printed card, OR you can manually enter your own code.
  4. It is recommended to enter a unique Title for every Gift Card you create, as an alternative way to look it up.
  5. Enter the Amount.
  6. Click the Add Gift Card button. The Gift Card will be usable in the Point of Sale or through the website shopping cart.
Create a Promotional / Store Use Gift Card

Steps for Manually Creating Gift Cards

  1. Go to Inventory > Gift Cards.
  2. Click the + Add New Gift Card button in the upper left.
  3. You can either use the automatically generated Gift Card Code, OR you can scan in a code from a pre-printed card, OR you can manually enter your own code.
  4. It is recommended to enter a unique Title for every Gift Card you create, as an alternative way to look it up.
  5. Enter the Amount.
  6. Click the Add Gift Card button. The Gift Card will be usable in the Point of Sale or through the website shopping cart.
Faceted Search

Website Product Faceted Search

This feature is an available Beta Feature. You will be able to opt-in and activate it yourself if you are an Administrator-level User in the system and if you go to your Admin Button with your username in the upper right and you can access Beta Features. If you do not prefer to continue using it after trying it out, you can go back to that area to deactivate it again.

Please Note: We are proud to announce our newest and most powerful product search tool ever! This search will include both Product and Class Categories you use in the system, manufacturers, and product options and styles, as pictured here. You can also search a Price Range from this top level. You can set a Minimum and/or a Maximum Price Range you might be looking for.

fs 01.png

Faceted Search will utilize the different types of product Options you have established in the inventory you carry, for example, you may have set Colors and Sizes for your various products. Those families of Options will be visible in a left-hand column like the one pictured below, and your web shoppers can narrow their searching based on options that they prefer.

fs 02.png

The system will only use Options within the Category being displayed.

One thing to be mindful of: to make the best use of this system, it is advised that you use the same names for option families so the system won't see them as different things. For example, if in one product you called an Option family 'Size' and in another, you called it 'Sizes', those would both show up in the sidebar, even if they are referring to the same sizes.

Please Note: We have improved the way Faceted Search works when being used and viewed on mobile devices.

You can collapse the filters down to a single button and open them again as needed, as pictured below:

faceted mobile.jpg

 

Faceted Search

Website Product Faceted Search

This feature is an available Beta Feature. You will be able to opt-in and activate it yourself if you are an Administrator-level User in the system and if you go to your Admin Button with your username in the upper right and you can access Beta Features. If you do not prefer to continue using it after trying it out, you can go back to that area to deactivate it again.

Please Note: We are proud to announce our newest and most powerful product search tool ever! This search will include both Product and Class Categories you use in the system, manufacturers, and product options and styles, as pictured here. You can also search a Price Range from this top level. You can set a Minimum and/or a Maximum Price Range you might be looking for.

fs 01.png

Faceted Search will utilize the different types of product Options you have established in the inventory you carry, for example, you may have set Colors and Sizes for your various products. Those families of Options will be visible in a left-hand column like the one pictured below, and your web shoppers can narrow their searching based on options that they prefer.

fs 02.png

The system will only use Options within the Category being displayed.

One thing to be mindful of: to make the best use of this system, it is advised that you use the same names for option families so the system won't see them as different things. For example, if in one product you called an Option family 'Size' and in another, you called it 'Sizes', those would both show up in the sidebar, even if they are referring to the same sizes.

Please Note: We have improved the way Faceted Search works when being used and viewed on mobile devices.

You can collapse the filters down to a single button and open them again as needed, as pictured below:

faceted mobile.jpg

 

Faceted Search

Website Product Faceted Search

This feature is an available Beta Feature. You will be able to opt-in and activate it yourself if you are an Administrator-level User in the system and if you go to your Admin Button with your username in the upper right and you can access Beta Features. If you do not prefer to continue using it after trying it out, you can go back to that area to deactivate it again.

Please Note: We are proud to announce our newest and most powerful product search tool ever! This search will include both Product and Class Categories you use in the system, manufacturers, and product options and styles, as pictured here. You can also search a Price Range from this top level. You can set a Minimum and/or a Maximum Price Range you might be looking for.

fs 01.png

Faceted Search will utilize the different types of product Options you have established in the inventory you carry, for example, you may have set Colors and Sizes for your various products. Those families of Options will be visible in a left-hand column like the one pictured below, and your web shoppers can narrow their searching based on options that they prefer.

fs 02.png

The system will only use Options within the Category being displayed.

One thing to be mindful of: to make the best use of this system, it is advised that you use the same names for option families so the system won't see them as different things. For example, if in one product you called an Option family 'Size' and in another, you called it 'Sizes', those would both show up in the sidebar, even if they are referring to the same sizes.

Please Note: We have improved the way Faceted Search works when being used and viewed on mobile devices.

You can collapse the filters down to a single button and open them again as needed, as pictured below:

faceted mobile.jpg

 

Faceted Search

Website Product Faceted Search

This feature is an available Beta Feature. You will be able to opt-in and activate it yourself if you are an Administrator-level User in the system and if you go to your Admin Button with your username in the upper right and you can access Beta Features. If you do not prefer to continue using it after trying it out, you can go back to that area to deactivate it again.

Please Note: We are proud to announce our newest and most powerful product search tool ever! This search will include both Product and Class Categories you use in the system, manufacturers, and product options and styles, as pictured here. You can also search a Price Range from this top level. You can set a Minimum and/or a Maximum Price Range you might be looking for.

fs 01.png

Faceted Search will utilize the different types of product Options you have established in the inventory you carry, for example, you may have set Colors and Sizes for your various products. Those families of Options will be visible in a left-hand column like the one pictured below, and your web shoppers can narrow their searching based on options that they prefer.

fs 02.png

The system will only use Options within the Category being displayed.

One thing to be mindful of: to make the best use of this system, it is advised that you use the same names for option families so the system won't see them as different things. For example, if in one product you called an Option family 'Size' and in another, you called it 'Sizes', those would both show up in the sidebar, even if they are referring to the same sizes.

Please Note: We have improved the way Faceted Search works when being used and viewed on mobile devices.

You can collapse the filters down to a single button and open them again as needed, as pictured below:

faceted mobile.jpg

 

How can I see when my employees log in and out?

The system has a Time Clock feature that requires your employees to have PIN codes saved in their User accounts so they can punch in and out. You also have a Time Clock report under the Reports menu that allows you to view total time worked for whatever time frame you wish for your employees, as well as allowing you to correct punches that were not entered properly and add missed punches. Click her to learn more about working with your Time Clock: Employee Time Clock

 

How can I see when my employees log in and out?

The system has a Time Clock feature that requires your employees to have PIN codes saved in their User accounts so they can punch in and out. You also have a Time Clock report under the Reports menu that allows you to view total time worked for whatever time frame you wish for your employees, as well as allowing you to correct punches that were not entered properly and add missed punches. Click her to learn more about working with your Time Clock: Employee Time Clock

 

How can I see when my employees log in and out?

The system has a Time Clock feature that requires your employees to have PIN codes saved in their User accounts so they can punch in and out. You also have a Time Clock report under the Reports menu that allows you to view total time worked for whatever time frame you wish for your employees, as well as allowing you to correct punches that were not entered properly and add missed punches. Click her to learn more about working with your Time Clock: Employee Time Clock

 

How can I see when my employees log in and out?

The system has a Time Clock feature that requires your employees to have PIN codes saved in their User accounts so they can punch in and out. You also have a Time Clock report under the Reports menu that allows you to view total time worked for whatever time frame you wish for your employees, as well as allowing you to correct punches that were not entered properly and add missed punches. Click her to learn more about working with your Time Clock: Employee Time Clock

 

How can I set password-protected pages for my website members?

After logging into the system, you will click on the Admin button with your username in the upper right and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here: Website Administration - Members.

 

How can I set password-protected pages for my website members?

After logging into the system, you will click on the Admin button with your username in the upper right and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here: Website Administration - Members.

 

How can I set password-protected pages for my website members?

After logging into the system, you will click on the Admin button with your username in the upper right and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here: Website Administration - Members.

 

How can I set password-protected pages for my website members?

After logging into the system, you will click on the Admin button with your username in the upper right and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here: Website Administration - Members.

 

How do I activate the customer login at the top of my website?

cl 1.jpg

The Customer Login feature can be turned on if you're website is live and if you have your SSL enabled. Prior to your site going live, if you click your Admin button with your username in the upper right and then go to Settings > Website Settings > Shopping Cart, you will see the Customer Login Options section at the bottom of the page. If your site is not live, you will see a message like the one above. If it is live, you will see toggle controls like the ones pictured below that enable you to Allow Customer Login (customers will be able to see purchases, cards on file, reward points, and other info) and you can Allow Customers to Create and Share Gift Registries. For more information on Gift Registries, click here: Gift Registry

cl 2.jpg

If the Customer Login feature is not yet active for you, you will need to talk to your Customer Success Manager about the time frame in which your website will be going live. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with Customer logins, please click here: Customer Website Account Login.

 

How do I activate the customer login at the top of my website?

cl 1.jpg

The Customer Login feature can be turned on if you're website is live and if you have your SSL enabled. Prior to your site going live, if you click your Admin button with your username in the upper right and then go to Settings > Website Settings > Shopping Cart, you will see the Customer Login Options section at the bottom of the page. If your site is not live, you will see a message like the one above. If it is live, you will see toggle controls like the ones pictured below that enable you to Allow Customer Login (customers will be able to see purchases, cards on file, reward points, and other info) and you can Allow Customers to Create and Share Gift Registries. For more information on Gift Registries, click here: Gift Registry

cl 2.jpg

If the Customer Login feature is not yet active for you, you will need to talk to your Customer Success Manager about the time frame in which your website will be going live. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with Customer logins, please click here: Customer Website Account Login.

 

How do I activate the customer login at the top of my website?

cl 1.jpg

The Customer Login feature can be turned on if you're website is live and if you have your SSL enabled. Prior to your site going live, if you click your Admin button with your username in the upper right and then go to Settings > Website Settings > Shopping Cart, you will see the Customer Login Options section at the bottom of the page. If your site is not live, you will see a message like the one above. If it is live, you will see toggle controls like the ones pictured below that enable you to Allow Customer Login (customers will be able to see purchases, cards on file, reward points, and other info) and you can Allow Customers to Create and Share Gift Registries. For more information on Gift Registries, click here: Gift Registry

cl 2.jpg

If the Customer Login feature is not yet active for you, you will need to talk to your Customer Success Manager about the time frame in which your website will be going live. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with Customer logins, please click here: Customer Website Account Login.

 

How do I activate the customer login at the top of my website?

cl 1.jpg

The Customer Login feature can be turned on if you're website is live and if you have your SSL enabled. Prior to your site going live, if you click your Admin button with your username in the upper right and then go to Settings > Website Settings > Shopping Cart, you will see the Customer Login Options section at the bottom of the page. If your site is not live, you will see a message like the one above. If it is live, you will see toggle controls like the ones pictured below that enable you to Allow Customer Login (customers will be able to see purchases, cards on file, reward points, and other info) and you can Allow Customers to Create and Share Gift Registries. For more information on Gift Registries, click here: Gift Registry

cl 2.jpg

If the Customer Login feature is not yet active for you, you will need to talk to your Customer Success Manager about the time frame in which your website will be going live. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with Customer logins, please click here: Customer Website Account Login.

 

How do I allow my website customers to log in and see past purchases and rewards?

If your website is live and has SSL enabled (the lock icon showing the connection is secure, something we activate for all of our clients when they go live), you can enable this in your system settings. If your site is not live yet, you will need to wait until it is taken live.

To enable this function, click the Admin Button in the upper right and go to Settings > Website Settings > Shopping Cart. The section for Customer Login is near the bottom of the page and you can enable the login and also enable the creation and sharing of Gift Registries, if you like. Click here for more details on your customer login options: Customer Website Account Login

 

How do I allow my website customers to log in and see past purchases and rewards?

If your website is live and has SSL enabled (the lock icon showing the connection is secure, something we activate for all of our clients when they go live), you can enable this in your system settings. If your site is not live yet, you will need to wait until it is taken live.

To enable this function, click the Admin Button in the upper right and go to Settings > Website Settings > Shopping Cart. The section for Customer Login is near the bottom of the page and you can enable the login and also enable the creation and sharing of Gift Registries, if you like. Click here for more details on your customer login options: Customer Website Account Login

 

How do I allow my website customers to log in and see past purchases and rewards?

If your website is live and has SSL enabled (the lock icon showing the connection is secure, something we activate for all of our clients when they go live), you can enable this in your system settings. If your site is not live yet, you will need to wait until it is taken live.

To enable this function, click the Admin Button in the upper right and go to Settings > Website Settings > Shopping Cart. The section for Customer Login is near the bottom of the page and you can enable the login and also enable the creation and sharing of Gift Registries, if you like. Click here for more details on your customer login options: Customer Website Account Login

 

How do I allow my website customers to log in and see past purchases and rewards?

If your website is live and has SSL enabled (the lock icon showing the connection is secure, something we activate for all of our clients when they go live), you can enable this in your system settings. If your site is not live yet, you will need to wait until it is taken live.

To enable this function, click the Admin Button in the upper right and go to Settings > Website Settings > Shopping Cart. The section for Customer Login is near the bottom of the page and you can enable the login and also enable the creation and sharing of Gift Registries, if you like. Click here for more details on your customer login options: Customer Website Account Login

 

How do I choose a secure password for my system account?

Make Secure Passwords for

We highly recommend everyone take steps to improve their own safety online and in our system. Here are some easy and common password protection practices to keep your online account safe.

 

Create Unique Passwords

The safest thing you can do when creating an account is to always use unique passwords and never give them out. Tools like 1Password can help you manage your passwords across multiple services and assist in make your accounts safer.

 

Suggested Password Attributes

  • Keep your passwords long. We recommend making your password at least 8 characters long—the longer it is, the safer it is.
  • At least 1 non-alpha character (a numeric character).
  • Preferably at least 1 non-alphanumeric character (a character, or symbol, that appears on a keyboard that is not a number or a letter).

 

Create Strong Passwords and Check Their Security

A strong password is one that is easy for you to remember but hard for someone else to guess. Uncommon words or phrases work well, but try to keep them unique. Non-standard uPPercasing, creative spelllling, personal slang, and non-obvious numbers and symbols (using $ for s or 0 for o is too obvious!) may be helpful in helping you choose a password.

You can use online tools like How Secure Is My Password? to check your password strength.

How do I choose a secure password for my system account?

Make Secure Passwords for

We highly recommend everyone take steps to improve their own safety online and in our system. Here are some easy and common password protection practices to keep your online account safe.

 

Create Unique Passwords

The safest thing you can do when creating an account is to always use unique passwords and never give them out. Tools like 1Password can help you manage your passwords across multiple services and assist in make your accounts safer.

 

Suggested Password Attributes

  • Keep your passwords long. We recommend making your password at least 8 characters long—the longer it is, the safer it is.
  • At least 1 non-alpha character (a numeric character).
  • Preferably at least 1 non-alphanumeric character (a character, or symbol, that appears on a keyboard that is not a number or a letter).

 

Create Strong Passwords and Check Their Security

A strong password is one that is easy for you to remember but hard for someone else to guess. Uncommon words or phrases work well, but try to keep them unique. Non-standard uPPercasing, creative spelllling, personal slang, and non-obvious numbers and symbols (using $ for s or 0 for o is too obvious!) may be helpful in helping you choose a password.

You can use online tools like How Secure Is My Password? to check your password strength.

How do I choose a secure password for my system account?

Make Secure Passwords for

We highly recommend everyone take steps to improve their own safety online and in our system. Here are some easy and common password protection practices to keep your online account safe.

 

Create Unique Passwords

The safest thing you can do when creating an account is to always use unique passwords and never give them out. Tools like 1Password can help you manage your passwords across multiple services and assist in make your accounts safer.

 

Suggested Password Attributes

  • Keep your passwords long. We recommend making your password at least 8 characters long—the longer it is, the safer it is.
  • At least 1 non-alpha character (a numeric character).
  • Preferably at least 1 non-alphanumeric character (a character, or symbol, that appears on a keyboard that is not a number or a letter).

 

Create Strong Passwords and Check Their Security

A strong password is one that is easy for you to remember but hard for someone else to guess. Uncommon words or phrases work well, but try to keep them unique. Non-standard uPPercasing, creative spelllling, personal slang, and non-obvious numbers and symbols (using $ for s or 0 for o is too obvious!) may be helpful in helping you choose a password.

You can use online tools like How Secure Is My Password? to check your password strength.

How do I choose a secure password for my system account?

Make Secure Passwords for

We highly recommend everyone take steps to improve their own safety online and in our system. Here are some easy and common password protection practices to keep your online account safe.

 

Create Unique Passwords

The safest thing you can do when creating an account is to always use unique passwords and never give them out. Tools like 1Password can help you manage your passwords across multiple services and assist in make your accounts safer.

 

Suggested Password Attributes

  • Keep your passwords long. We recommend making your password at least 8 characters long—the longer it is, the safer it is.
  • At least 1 non-alpha character (a numeric character).
  • Preferably at least 1 non-alphanumeric character (a character, or symbol, that appears on a keyboard that is not a number or a letter).

 

Create Strong Passwords and Check Their Security

A strong password is one that is easy for you to remember but hard for someone else to guess. Uncommon words or phrases work well, but try to keep them unique. Non-standard uPPercasing, creative spelllling, personal slang, and non-obvious numbers and symbols (using $ for s or 0 for o is too obvious!) may be helpful in helping you choose a password.

You can use online tools like How Secure Is My Password? to check your password strength.

How do I know what my 'Old Password' was if I lost it and I'm setting a new one?

It's kind of misleading, but the system is not asking you for the password you have forgotten or lost; the Old Password is for the temporary password you were given to log in with, so it will be whatever password you just used to get to the screen that is asking for the Old Password.

 

How do I know what my 'Old Password' was if I lost it and I'm setting a new one?

It's kind of misleading, but the system is not asking you for the password you have forgotten or lost; the Old Password is for the temporary password you were given to log in with, so it will be whatever password you just used to get to the screen that is asking for the Old Password.

 

How do I know what my 'Old Password' was if I lost it and I'm setting a new one?

It's kind of misleading, but the system is not asking you for the password you have forgotten or lost; the Old Password is for the temporary password you were given to log in with, so it will be whatever password you just used to get to the screen that is asking for the Old Password.

 

How do I know what my 'Old Password' was if I lost it and I'm setting a new one?

It's kind of misleading, but the system is not asking you for the password you have forgotten or lost; the Old Password is for the temporary password you were given to log in with, so it will be whatever password you just used to get to the screen that is asking for the Old Password.

 

How do I log into the billing system?

If you have never logged into the billing system, you can do so from upper right under the Admin Button with your username, just click Billing. Click here for a walk through of how to access the system: Accessing Your Billing Account Information. If your login information isn't working, you can click the Forgot Password link and a password reset will be sent to your email. The email address is the same one at which you receive your billing emails monthly.

How do I log into the billing system?

If you have never logged into the billing system, you can do so from upper right under the Admin Button with your username, just click Billing. Click here for a walk through of how to access the system: Accessing Your Billing Account Information. If your login information isn't working, you can click the Forgot Password link and a password reset will be sent to your email. The email address is the same one at which you receive your billing emails monthly.

How do I log into the billing system?

If you have never logged into the billing system, you can do so from upper right under the Admin Button with your username, just click Billing. Click here for a walk through of how to access the system: Accessing Your Billing Account Information. If your login information isn't working, you can click the Forgot Password link and a password reset will be sent to your email. The email address is the same one at which you receive your billing emails monthly.

How do I log into the billing system?

If you have never logged into the billing system, you can do so from upper right under the Admin Button with your username, just click Billing. Click here for a walk through of how to access the system: Accessing Your Billing Account Information. If your login information isn't working, you can click the Forgot Password link and a password reset will be sent to your email. The email address is the same one at which you receive your billing emails monthly.

How do I make sure the system is keeping track of the cashier name on each transaction?

If your Point of Sale system is set to require PIN code entry before each transaction (this setting is under Settings > POS Settings, on the left) it will prompt the sales clerk to enter a PIN following each completed transaction. You can enter individual PIN codes for your employees by clicking on the Admin Button with your username in the upper right and clicking on Users > Users. There is a field to enter the PIN, and be sure to click Save at the bottom of the screen once you're finished.

 

How do I make sure the system is keeping track of the cashier name on each transaction?

If your Point of Sale system is set to require PIN code entry before each transaction (this setting is under Settings > POS Settings, on the left) it will prompt the sales clerk to enter a PIN following each completed transaction. You can enter individual PIN codes for your employees by clicking on the Admin Button with your username in the upper right and clicking on Users > Users. There is a field to enter the PIN, and be sure to click Save at the bottom of the screen once you're finished.

 

How do I make sure the system is keeping track of the cashier name on each transaction?

If your Point of Sale system is set to require PIN code entry before each transaction (this setting is under Settings > POS Settings, on the left) it will prompt the sales clerk to enter a PIN following each completed transaction. You can enter individual PIN codes for your employees by clicking on the Admin Button with your username in the upper right and clicking on Users > Users. There is a field to enter the PIN, and be sure to click Save at the bottom of the screen once you're finished.

 

How do I make sure the system is keeping track of the cashier name on each transaction?

If your Point of Sale system is set to require PIN code entry before each transaction (this setting is under Settings > POS Settings, on the left) it will prompt the sales clerk to enter a PIN following each completed transaction. You can enter individual PIN codes for your employees by clicking on the Admin Button with your username in the upper right and clicking on Users > Users. There is a field to enter the PIN, and be sure to click Save at the bottom of the screen once you're finished.

 

How do I prevent my employees from accessing the system from home?

There is not a way to prevent an employee from logging into the system remotely unless you log in for them. You need to be careful with your system security: if you have employees you don't want to be able to access the system remotely, make sure they do not have an Administrator Login. They can use a PIN code just fine for access to the Register and normal work tools, but someone with an Administrator login will have to log into the system to get them started. You also will need to be careful that they don't learn the username and password for any of the Administrator users on your account, since they would be able to use that to sign in from anywhere.

How do I prevent my employees from accessing the system from home?

There is not a way to prevent an employee from logging into the system remotely unless you log in for them. You need to be careful with your system security: if you have employees you don't want to be able to access the system remotely, make sure they do not have an Administrator Login. They can use a PIN code just fine for access to the Register and normal work tools, but someone with an Administrator login will have to log into the system to get them started. You also will need to be careful that they don't learn the username and password for any of the Administrator users on your account, since they would be able to use that to sign in from anywhere.

How do I prevent my employees from accessing the system from home?

There is not a way to prevent an employee from logging into the system remotely unless you log in for them. You need to be careful with your system security: if you have employees you don't want to be able to access the system remotely, make sure they do not have an Administrator Login. They can use a PIN code just fine for access to the Register and normal work tools, but someone with an Administrator login will have to log into the system to get them started. You also will need to be careful that they don't learn the username and password for any of the Administrator users on your account, since they would be able to use that to sign in from anywhere.

How do I prevent my employees from accessing the system from home?

There is not a way to prevent an employee from logging into the system remotely unless you log in for them. You need to be careful with your system security: if you have employees you don't want to be able to access the system remotely, make sure they do not have an Administrator Login. They can use a PIN code just fine for access to the Register and normal work tools, but someone with an Administrator login will have to log into the system to get them started. You also will need to be careful that they don't learn the username and password for any of the Administrator users on your account, since they would be able to use that to sign in from anywhere.

How do I set PIN codes for my cashiers?

After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Users. If you don't already have individual User accounts for all of your employees, you will need one for each person in order for them to use the Register PIN. Click here for more information on how to work with your Users: Set Up User Logins and Groups.

 

How do I set PIN codes for my cashiers?

After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Users. If you don't already have individual User accounts for all of your employees, you will need one for each person in order for them to use the Register PIN. Click here for more information on how to work with your Users: Set Up User Logins and Groups.

 

How do I set PIN codes for my cashiers?

After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Users. If you don't already have individual User accounts for all of your employees, you will need one for each person in order for them to use the Register PIN. Click here for more information on how to work with your Users: Set Up User Logins and Groups.

 

How do I set PIN codes for my cashiers?

After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Users. If you don't already have individual User accounts for all of your employees, you will need one for each person in order for them to use the Register PIN. Click here for more information on how to work with your Users: Set Up User Logins and Groups.

 

How do I set up my products so Members can get special pricing?

If you do wholesale pricing or other special pricing for your Members and you do not yet see a place in your products to add Wholesale Price, please call us at 385-404-6200 and use option 2 for Support and we can activate that for you if you have our Website Plus or greater service package. For more information on how to set up for Wholesale Pricing and membership, please click here: Website Administration - Members.

 

How do I set up my products so Members can get special pricing?

If you do wholesale pricing or other special pricing for your Members and you do not yet see a place in your products to add Wholesale Price, please call us at 385-404-6200 and use option 2 for Support and we can activate that for you if you have our Website Plus or greater service package. For more information on how to set up for Wholesale Pricing and membership, please click here: Website Administration - Members.

 

How do I set up my products so Members can get special pricing?

If you do wholesale pricing or other special pricing for your Members and you do not yet see a place in your products to add Wholesale Price, please call us at 385-404-6200 and use option 2 for Support and we can activate that for you if you have our Website Plus or greater service package. For more information on how to set up for Wholesale Pricing and membership, please click here: Website Administration - Members.

 

How do I set up my products so Members can get special pricing?

If you do wholesale pricing or other special pricing for your Members and you do not yet see a place in your products to add Wholesale Price, please call us at 385-404-6200 and use option 2 for Support and we can activate that for you if you have our Website Plus or greater service package. For more information on how to set up for Wholesale Pricing and membership, please click here: Website Administration - Members.

 

How do I set up the place where Members log into the website?

The Member login link can be in your Navigation menu, or just somewhere on your Home page, but it is recommended to make it highly visible. That link will need to go to a password-protected page, and you can set those in the Users area of your settings. After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. After you've set the restricted page(s) you want, you can create the link to the page in the normal way. For more information please click here for how to do Wholesale Setup: Website Setup for Member Login.

 

How do I set up the place where Members log into the website?

The Member login link can be in your Navigation menu, or just somewhere on your Home page, but it is recommended to make it highly visible. That link will need to go to a password-protected page, and you can set those in the Users area of your settings. After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. After you've set the restricted page(s) you want, you can create the link to the page in the normal way. For more information please click here for how to do Wholesale Setup: Website Setup for Member Login.

 

How do I set up the place where Members log into the website?

The Member login link can be in your Navigation menu, or just somewhere on your Home page, but it is recommended to make it highly visible. That link will need to go to a password-protected page, and you can set those in the Users area of your settings. After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. After you've set the restricted page(s) you want, you can create the link to the page in the normal way. For more information please click here for how to do Wholesale Setup: Website Setup for Member Login.

 

How do I set up the place where Members log into the website?

The Member login link can be in your Navigation menu, or just somewhere on your Home page, but it is recommended to make it highly visible. That link will need to go to a password-protected page, and you can set those in the Users area of your settings. After logging into the system, in the upper right click on the Admin Button with your username and go to Users > Restricted Pages. If that feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. After you've set the restricted page(s) you want, you can create the link to the page in the normal way. For more information please click here for how to do Wholesale Setup: Website Setup for Member Login.

 

How does a new website Member get their login info?

You will need to set up a new Member Account in the system for each of your website Members (e.g. wholesale, club, anyone that needs password-protected content and pricing that is not available to the public). After you create their accounts, it's best for you to send them an email with a link to log into the site (just link to a password-protected page) and their login information. We recommend that under the Admin Button with your username Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'.

You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

How does a new website Member get their login info?

You will need to set up a new Member Account in the system for each of your website Members (e.g. wholesale, club, anyone that needs password-protected content and pricing that is not available to the public). After you create their accounts, it's best for you to send them an email with a link to log into the site (just link to a password-protected page) and their login information. We recommend that under the Admin Button with your username Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'.

You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

How does a new website Member get their login info?

You will need to set up a new Member Account in the system for each of your website Members (e.g. wholesale, club, anyone that needs password-protected content and pricing that is not available to the public). After you create their accounts, it's best for you to send them an email with a link to log into the site (just link to a password-protected page) and their login information. We recommend that under the Admin Button with your username Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'.

You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

How does a new website Member get their login info?

You will need to set up a new Member Account in the system for each of your website Members (e.g. wholesale, club, anyone that needs password-protected content and pricing that is not available to the public). After you create their accounts, it's best for you to send them an email with a link to log into the site (just link to a password-protected page) and their login information. We recommend that under the Admin Button with your username Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'.

You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

How should I get my cashiers started in the morning?

You will need someone with a system login to sign into the system for the first time each morning. Once they have logged into the system, they can open the Register and have the sales clerk enter their PIN (if you use PIN codes to track the employee assigned to each transaction). You will need to do this for each computer that will be using the system throughout the day.

The system also has an End of Day report if you just need your numbers for the different types of payments you received throughout the day. Click here for more information: Reports: Sales

If you need more robust drawer-counting tools, we also have our Shift Management feature, and more information is available on that here: Shift Management

 

How should I get my cashiers started in the morning?

You will need someone with a system login to sign into the system for the first time each morning. Once they have logged into the system, they can open the Register and have the sales clerk enter their PIN (if you use PIN codes to track the employee assigned to each transaction). You will need to do this for each computer that will be using the system throughout the day.

The system also has an End of Day report if you just need your numbers for the different types of payments you received throughout the day. Click here for more information: Reports: Sales

If you need more robust drawer-counting tools, we also have our Shift Management feature, and more information is available on that here: Shift Management

 

How should I get my cashiers started in the morning?

You will need someone with a system login to sign into the system for the first time each morning. Once they have logged into the system, they can open the Register and have the sales clerk enter their PIN (if you use PIN codes to track the employee assigned to each transaction). You will need to do this for each computer that will be using the system throughout the day.

The system also has an End of Day report if you just need your numbers for the different types of payments you received throughout the day. Click here for more information: Reports: Sales

If you need more robust drawer-counting tools, we also have our Shift Management feature, and more information is available on that here: Shift Management

 

How should I get my cashiers started in the morning?

You will need someone with a system login to sign into the system for the first time each morning. Once they have logged into the system, they can open the Register and have the sales clerk enter their PIN (if you use PIN codes to track the employee assigned to each transaction). You will need to do this for each computer that will be using the system throughout the day.

The system also has an End of Day report if you just need your numbers for the different types of payments you received throughout the day. Click here for more information: Reports: Sales

If you need more robust drawer-counting tools, we also have our Shift Management feature, and more information is available on that here: Shift Management

 

In your articles I see a lot of Modules I can add to a page that are not active for me. How can I add those modules?

If a feature you want is not active for you, please call us at 385-404-6200 and use option 2 for Support and we can look into your eligibility and see about getting the feature activated for you.

 

In your articles I see a lot of Modules I can add to a page that are not active for me. How can I add those modules?

If a feature you want is not active for you, please call us at 385-404-6200 and use option 2 for Support and we can look into your eligibility and see about getting the feature activated for you.

 

In your articles I see a lot of Modules I can add to a page that are not active for me. How can I add those modules?

If a feature you want is not active for you, please call us at 385-404-6200 and use option 2 for Support and we can look into your eligibility and see about getting the feature activated for you.

 

In your articles I see a lot of Modules I can add to a page that are not active for me. How can I add those modules?

If a feature you want is not active for you, please call us at 385-404-6200 and use option 2 for Support and we can look into your eligibility and see about getting the feature activated for you.

 

Integrated Card Payments Global Fraud Protection

Our integrated card-processing Payments global fraud protection helps detect and block fraud by using machine learning that examines data across billions of global transactions. It’s built right into your website and requires no additional work.

By learning from billions of sales each year, our global fraud protection assigns a risk score to each transaction and automatically blocks high-risk charges before it ever hits your business.

 

What Triggers Fraud Protection?

  • Partnerships with Visa, Mastercard, American Express, and others, allow us to use data like TC40s, SAFE reports, and early dispute notifications to identify fraudulent activity.
  • Proxy detection is used to identify IP spoofing and proxy usage, both of which are leading indications of fraud. We can also use the customer’s email domain to determine if a payment is fraudulent.
  • With billions of transactions happening through our network every year, we can use historical card data to spot patterns across years of data.

We also use more standard fraud detection methods like customer detail matching to ensure that the billing, shipping, and other properties match the customer information. Taking this a step further, we can use a customer’s data to track how many distinct countries the card was used in the past day. A card registered in Canada having been used in three or more countries in the past 24 hours can be assigned a level of fraud probability and handled accordingly.

 

Additional Information

  • For the most part we block fraud before you ever sees it or know it’s getting blocked. Sometimes transactions get through or we’re not 100% sure it is fraud. In these scenarios we proactively email the you and inform you of the risk.
  • If a you suspects a transaction may be fraudulent, please contact our support teams, from there they will open a case with our Risk Team for additional assistance or advice on how to handle the transaction.
  • At times you may also see in-store transactions get declined for fraud. This usually has an error code of something like ‘Declined. Suspected Fraud’. When this happens, it means one of our risk rules have been triggered and/or we received information from the card issuer about that card. In some cases, the merchant may still want to accept such transactions, while it is technically possible, we strongly discourage that behavior since it introduces additional risk to us and the merchant.

 

Integrated Card Payments Global Fraud Protection

Our integrated card-processing Payments global fraud protection helps detect and block fraud by using machine learning that examines data across billions of global transactions. It’s built right into your website and requires no additional work.

By learning from billions of sales each year, our global fraud protection assigns a risk score to each transaction and automatically blocks high-risk charges before it ever hits your business.

 

What Triggers Fraud Protection?

  • Partnerships with Visa, Mastercard, American Express, and others, allow us to use data like TC40s, SAFE reports, and early dispute notifications to identify fraudulent activity.
  • Proxy detection is used to identify IP spoofing and proxy usage, both of which are leading indications of fraud. We can also use the customer’s email domain to determine if a payment is fraudulent.
  • With billions of transactions happening through our network every year, we can use historical card data to spot patterns across years of data.

We also use more standard fraud detection methods like customer detail matching to ensure that the billing, shipping, and other properties match the customer information. Taking this a step further, we can use a customer’s data to track how many distinct countries the card was used in the past day. A card registered in Canada having been used in three or more countries in the past 24 hours can be assigned a level of fraud probability and handled accordingly.

 

Additional Information

  • For the most part we block fraud before you ever sees it or know it’s getting blocked. Sometimes transactions get through or we’re not 100% sure it is fraud. In these scenarios we proactively email the you and inform you of the risk.
  • If a you suspects a transaction may be fraudulent, please contact our support teams, from there they will open a case with our Risk Team for additional assistance or advice on how to handle the transaction.
  • At times you may also see in-store transactions get declined for fraud. This usually has an error code of something like ‘Declined. Suspected Fraud’. When this happens, it means one of our risk rules have been triggered and/or we received information from the card issuer about that card. In some cases, the merchant may still want to accept such transactions, while it is technically possible, we strongly discourage that behavior since it introduces additional risk to us and the merchant.

 

Integrated Card Payments Global Fraud Protection

Our integrated card-processing Payments global fraud protection helps detect and block fraud by using machine learning that examines data across billions of global transactions. It’s built right into your website and requires no additional work.

By learning from billions of sales each year, our global fraud protection assigns a risk score to each transaction and automatically blocks high-risk charges before it ever hits your business.

 

What Triggers Fraud Protection?

  • Partnerships with Visa, Mastercard, American Express, and others, allow us to use data like TC40s, SAFE reports, and early dispute notifications to identify fraudulent activity.
  • Proxy detection is used to identify IP spoofing and proxy usage, both of which are leading indications of fraud. We can also use the customer’s email domain to determine if a payment is fraudulent.
  • With billions of transactions happening through our network every year, we can use historical card data to spot patterns across years of data.

We also use more standard fraud detection methods like customer detail matching to ensure that the billing, shipping, and other properties match the customer information. Taking this a step further, we can use a customer’s data to track how many distinct countries the card was used in the past day. A card registered in Canada having been used in three or more countries in the past 24 hours can be assigned a level of fraud probability and handled accordingly.

 

Additional Information

  • For the most part we block fraud before you ever sees it or know it’s getting blocked. Sometimes transactions get through or we’re not 100% sure it is fraud. In these scenarios we proactively email the you and inform you of the risk.
  • If a you suspects a transaction may be fraudulent, please contact our support teams, from there they will open a case with our Risk Team for additional assistance or advice on how to handle the transaction.
  • At times you may also see in-store transactions get declined for fraud. This usually has an error code of something like ‘Declined. Suspected Fraud’. When this happens, it means one of our risk rules have been triggered and/or we received information from the card issuer about that card. In some cases, the merchant may still want to accept such transactions, while it is technically possible, we strongly discourage that behavior since it introduces additional risk to us and the merchant.

 

Integrated Card Payments Global Fraud Protection

Our integrated card-processing Payments global fraud protection helps detect and block fraud by using machine learning that examines data across billions of global transactions. It’s built right into your website and requires no additional work.

By learning from billions of sales each year, our global fraud protection assigns a risk score to each transaction and automatically blocks high-risk charges before it ever hits your business.

 

What Triggers Fraud Protection?

  • Partnerships with Visa, Mastercard, American Express, and others, allow us to use data like TC40s, SAFE reports, and early dispute notifications to identify fraudulent activity.
  • Proxy detection is used to identify IP spoofing and proxy usage, both of which are leading indications of fraud. We can also use the customer’s email domain to determine if a payment is fraudulent.
  • With billions of transactions happening through our network every year, we can use historical card data to spot patterns across years of data.

We also use more standard fraud detection methods like customer detail matching to ensure that the billing, shipping, and other properties match the customer information. Taking this a step further, we can use a customer’s data to track how many distinct countries the card was used in the past day. A card registered in Canada having been used in three or more countries in the past 24 hours can be assigned a level of fraud probability and handled accordingly.

 

Additional Information

  • For the most part we block fraud before you ever sees it or know it’s getting blocked. Sometimes transactions get through or we’re not 100% sure it is fraud. In these scenarios we proactively email the you and inform you of the risk.
  • If a you suspects a transaction may be fraudulent, please contact our support teams, from there they will open a case with our Risk Team for additional assistance or advice on how to handle the transaction.
  • At times you may also see in-store transactions get declined for fraud. This usually has an error code of something like ‘Declined. Suspected Fraud’. When this happens, it means one of our risk rules have been triggered and/or we received information from the card issuer about that card. In some cases, the merchant may still want to accept such transactions, while it is technically possible, we strongly discourage that behavior since it introduces additional risk to us and the merchant.

 

Integrated Payments: Restricted Businesses

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The following categories of businesses and business practices are restricted from using Payments. In certain cases, businesses listed below may be eligible for processing with explicit prior approval from . Note, however, that businesses that offer illegal products or services are never eligible to use the Services. If you are uncertain as to whether your business is a Restricted Business, or have questions about how these requirements apply to you, please contact us at payments@rainpos.com.

 

Investment & Credit Services

Securities brokers; mortgage consulting or debt reduction services; credit counseling or repair; investment services; real estate opportunities; lending instruments.

 

Money and Legal Services

Financial institutions, money transmitters and money services businesses, check cashing, wire transfers, money orders; currency exchanges or dealers; bill-pay services; crowdfunding; insurance; bail bonds; collections agencies; law firms collecting funds for any purpose other than to pay fees owed to the firm for services provided by the firm (e.g., firms cannot use Stripe to hold client funds, collection or settlement amounts, disputed funds, etc.).

 

Virtual Currency or Stored Value

Virtual currency that can be monetized, resold, or converted to physical or digital products and services or otherwise exit the virtual world (e.g., Bitcoin); cryptocurrency mining equipment; initial coin offerings; digital wallets, sale of stored value or credits maintained, accepted and issued by anyone other than the seller.

 

Intellectual Property or Proprietary Rights-Infringement

Sales, distribution, or access to counterfeit music, movies, software, or other licensed materials without the appropriate authorization from the rights holder; any product or service that directly infringes or facilitates infringement upon the trademark, patent, copyright, trade secrets, or proprietary or privacy rights of any third party; use of Stripe intellectual property without prior written consent from Stripe; use of the Stripe name or logo including use of Stripe trade or service marks inconsistent with the Stripe Marks Usage Agreement, or in a manner that otherwise harms Stripe or the Stripe brand; any action that implies an untrue endorsement by or affiliation with Stripe.

 

Counterfeit or Unauthorized Goods

Counterfeit goods; unauthorized sale or resale of brand name or designer products or services; sale of goods or services that are illegally imported or exported.

 

Gambling

Lotteries; bidding fee auctions; sports forecasting or odds making for a monetary or material prize; fantasy sports leagues with cash prizes; internet gaming; contests; sweepstakes; games of chance including legal or illegal forms of gambling, internet gambling, sweepstakes and contests with a buy-in or cash prize; charity sweepstakes and raffles for the explicit purpose of fundraising.

 

Regulated or Illegal Products or Services

Cannabis dispensaries and related businesses; sale of tobacco, e-cigarettes, and e-liquid; online pharmacies; prescription-only products including card-not-present pharmaceuticals; peptides and research chemicals; fake references or ID-providing services; age restricted goods or services; weapons and munitions; gunpowder and other explosives; fireworks and related goods; toxic, flammable, and radioactive materials; products and services with varying legal status on a state-by-state basis; goods or services, the sale of which is illegal under applicable law in the jurisdictions to which your business is targeted or directed.

 

Adult Content and Services

Pornography and other obscene materials (including literature, imagery and other media) depicting nudity or explicitly sexual acts; sites offering any sexually-related services such as prostitution, escorts, pay-per view, adult live chat features; sexually oriented items (e.g., adult toys); adult video stores and sexually oriented massage parlors; gentleman's clubs, topless bars, and strip clubs; sexually oriented dating services.

 

Get Rich Quick Schemes

Investment opportunities or other services that promise high rewards.

 

Mug Shot Publication or Pay-to-Remove Sites

Platforms that facilitate the publication and removal of content (such as mug shots), where the primary purpose of posting such content is to cause or raise concerns of reputational harm.

 

No-Value-Added Services

Sale or resale of a service without added benefit to the buyer; resale of government offerings without authorization or added value; sites that we determine in our sole discretion to be unfair, deceptive, or predatory towards consumers.

 

Aggregation

Engaging in any form of licensed or unlicensed aggregation of funds owed to third parties, factoring, or other activities intended to obfuscate the origin of funds; payment facilitation.

 

Drug Paraphernalia

Any equipment designed for making or using drugs, such as bongs, vaporizers, and hookahs.

 

High-Risk Businesses

Bankruptcy lawyers; remote technical support; psychic services; essay mills; chain letters; door-to-door sales; medical benefit packages; telemedicine and telehealth services; travel reservation services and clubs; airlines; cruises; timeshares; circumvention, jamming and interference devices; prepaid phone cards, phone services; telemarketing, offering substantial rebates or special incentives as an inducement to purchase products or services; telecommunications manipulation equipment; forwarding brokers; negative response marketing; subscriptions over one year; extended warranties; government grants; embassy, foreign consultant, or other foreign governments; charities without proper registration; credit card and identity theft protection; the use of credit to pay for lending services; any businesses that we believe poses elevated financial risk, legal liability, or violates card network or bank policies; any business or organization that a. engages in, encourages, promotes or celebrates unlawful violence or physical harm to persons or property, or b. engages in, encourages, promotes or celebrates unlawful violence toward any group based on race, religion, disability, gender, sexual orientation, national origin, or any other immutable characteristic.

 

Multi-Level Marketing

Pyramid schemes and multi-level marketing.

 

Pseudo-Pharmaceuticals

Nutraceuticals, pseudo-pharmaceuticals and other products that make health claims that have not been approved or verified by the applicable local and/or national regulatory body.

 

Social Media Activity

Sale of Twitter followers, Facebook likes, YouTube views, and other forms of social media activity and online traffic.

 

Substances Designed to Mimic Illegal Drugs

Sale of a legal substance that provides the same effect as an illegal drug (e.g., salvia, kratom).

 

Video Game or Virtual World Credits

Sale of in-game currency or game items, unless the merchant is the operator of the virtual world.

 

Use of Stripe in a Manner Inconsistent with its Intended Use or as Expressly Prohibited in the Stripe Services Agreement

Use of Stripe principally as a virtual terminal (e.g., submitting card transactions by manually inputting card information); processing where there is no bona fide good or service sold, or donation accepted; card testing; evasion of card network chargeback monitoring programs; cross-border acquiring; sharing cardholder information with another merchant for payment cross-sell product or service.

 

Integrated Payments: Restricted Businesses

logo - 1.png

The following categories of businesses and business practices are restricted from using Payments. In certain cases, businesses listed below may be eligible for processing with explicit prior approval from . Note, however, that businesses that offer illegal products or services are never eligible to use the Services. If you are uncertain as to whether your business is a Restricted Business, or have questions about how these requirements apply to you, please contact us at payments@rainpos.com.

 

Investment & Credit Services

Securities brokers; mortgage consulting or debt reduction services; credit counseling or repair; investment services; real estate opportunities; lending instruments.

 

Money and Legal Services

Financial institutions, money transmitters and money services businesses, check cashing, wire transfers, money orders; currency exchanges or dealers; bill-pay services; crowdfunding; insurance; bail bonds; collections agencies; law firms collecting funds for any purpose other than to pay fees owed to the firm for services provided by the firm (e.g., firms cannot use Stripe to hold client funds, collection or settlement amounts, disputed funds, etc.).

 

Virtual Currency or Stored Value

Virtual currency that can be monetized, resold, or converted to physical or digital products and services or otherwise exit the virtual world (e.g., Bitcoin); cryptocurrency mining equipment; initial coin offerings; digital wallets, sale of stored value or credits maintained, accepted and issued by anyone other than the seller.

 

Intellectual Property or Proprietary Rights-Infringement

Sales, distribution, or access to counterfeit music, movies, software, or other licensed materials without the appropriate authorization from the rights holder; any product or service that directly infringes or facilitates infringement upon the trademark, patent, copyright, trade secrets, or proprietary or privacy rights of any third party; use of Stripe intellectual property without prior written consent from Stripe; use of the Stripe name or logo including use of Stripe trade or service marks inconsistent with the Stripe Marks Usage Agreement, or in a manner that otherwise harms Stripe or the Stripe brand; any action that implies an untrue endorsement by or affiliation with Stripe.

 

Counterfeit or Unauthorized Goods

Counterfeit goods; unauthorized sale or resale of brand name or designer products or services; sale of goods or services that are illegally imported or exported.

 

Gambling

Lotteries; bidding fee auctions; sports forecasting or odds making for a monetary or material prize; fantasy sports leagues with cash prizes; internet gaming; contests; sweepstakes; games of chance including legal or illegal forms of gambling, internet gambling, sweepstakes and contests with a buy-in or cash prize; charity sweepstakes and raffles for the explicit purpose of fundraising.

 

Regulated or Illegal Products or Services

Cannabis dispensaries and related businesses; sale of tobacco, e-cigarettes, and e-liquid; online pharmacies; prescription-only products including card-not-present pharmaceuticals; peptides and research chemicals; fake references or ID-providing services; age restricted goods or services; weapons and munitions; gunpowder and other explosives; fireworks and related goods; toxic, flammable, and radioactive materials; products and services with varying legal status on a state-by-state basis; goods or services, the sale of which is illegal under applicable law in the jurisdictions to which your business is targeted or directed.

 

Adult Content and Services

Pornography and other obscene materials (including literature, imagery and other media) depicting nudity or explicitly sexual acts; sites offering any sexually-related services such as prostitution, escorts, pay-per view, adult live chat features; sexually oriented items (e.g., adult toys); adult video stores and sexually oriented massage parlors; gentleman's clubs, topless bars, and strip clubs; sexually oriented dating services.

 

Get Rich Quick Schemes

Investment opportunities or other services that promise high rewards.

 

Mug Shot Publication or Pay-to-Remove Sites

Platforms that facilitate the publication and removal of content (such as mug shots), where the primary purpose of posting such content is to cause or raise concerns of reputational harm.

 

No-Value-Added Services

Sale or resale of a service without added benefit to the buyer; resale of government offerings without authorization or added value; sites that we determine in our sole discretion to be unfair, deceptive, or predatory towards consumers.

 

Aggregation

Engaging in any form of licensed or unlicensed aggregation of funds owed to third parties, factoring, or other activities intended to obfuscate the origin of funds; payment facilitation.

 

Drug Paraphernalia

Any equipment designed for making or using drugs, such as bongs, vaporizers, and hookahs.

 

High-Risk Businesses

Bankruptcy lawyers; remote technical support; psychic services; essay mills; chain letters; door-to-door sales; medical benefit packages; telemedicine and telehealth services; travel reservation services and clubs; airlines; cruises; timeshares; circumvention, jamming and interference devices; prepaid phone cards, phone services; telemarketing, offering substantial rebates or special incentives as an inducement to purchase products or services; telecommunications manipulation equipment; forwarding brokers; negative response marketing; subscriptions over one year; extended warranties; government grants; embassy, foreign consultant, or other foreign governments; charities without proper registration; credit card and identity theft protection; the use of credit to pay for lending services; any businesses that we believe poses elevated financial risk, legal liability, or violates card network or bank policies; any business or organization that a. engages in, encourages, promotes or celebrates unlawful violence or physical harm to persons or property, or b. engages in, encourages, promotes or celebrates unlawful violence toward any group based on race, religion, disability, gender, sexual orientation, national origin, or any other immutable characteristic.

 

Multi-Level Marketing

Pyramid schemes and multi-level marketing.

 

Pseudo-Pharmaceuticals

Nutraceuticals, pseudo-pharmaceuticals and other products that make health claims that have not been approved or verified by the applicable local and/or national regulatory body.

 

Social Media Activity

Sale of Twitter followers, Facebook likes, YouTube views, and other forms of social media activity and online traffic.

 

Substances Designed to Mimic Illegal Drugs

Sale of a legal substance that provides the same effect as an illegal drug (e.g., salvia, kratom).

 

Video Game or Virtual World Credits

Sale of in-game currency or game items, unless the merchant is the operator of the virtual world.

 

Use of Stripe in a Manner Inconsistent with its Intended Use or as Expressly Prohibited in the Stripe Services Agreement

Use of Stripe principally as a virtual terminal (e.g., submitting card transactions by manually inputting card information); processing where there is no bona fide good or service sold, or donation accepted; card testing; evasion of card network chargeback monitoring programs; cross-border acquiring; sharing cardholder information with another merchant for payment cross-sell product or service.

 

Integrated Payments: Restricted Businesses

logo - 1.png

The following categories of businesses and business practices are restricted from using Payments. In certain cases, businesses listed below may be eligible for processing with explicit prior approval from . Note, however, that businesses that offer illegal products or services are never eligible to use the Services. If you are uncertain as to whether your business is a Restricted Business, or have questions about how these requirements apply to you, please contact us at payments@rainpos.com.

 

Investment & Credit Services

Securities brokers; mortgage consulting or debt reduction services; credit counseling or repair; investment services; real estate opportunities; lending instruments.

 

Money and Legal Services

Financial institutions, money transmitters and money services businesses, check cashing, wire transfers, money orders; currency exchanges or dealers; bill-pay services; crowdfunding; insurance; bail bonds; collections agencies; law firms collecting funds for any purpose other than to pay fees owed to the firm for services provided by the firm (e.g., firms cannot use Stripe to hold client funds, collection or settlement amounts, disputed funds, etc.).

 

Virtual Currency or Stored Value

Virtual currency that can be monetized, resold, or converted to physical or digital products and services or otherwise exit the virtual world (e.g., Bitcoin); cryptocurrency mining equipment; initial coin offerings; digital wallets, sale of stored value or credits maintained, accepted and issued by anyone other than the seller.

 

Intellectual Property or Proprietary Rights-Infringement

Sales, distribution, or access to counterfeit music, movies, software, or other licensed materials without the appropriate authorization from the rights holder; any product or service that directly infringes or facilitates infringement upon the trademark, patent, copyright, trade secrets, or proprietary or privacy rights of any third party; use of Stripe intellectual property without prior written consent from Stripe; use of the Stripe name or logo including use of Stripe trade or service marks inconsistent with the Stripe Marks Usage Agreement, or in a manner that otherwise harms Stripe or the Stripe brand; any action that implies an untrue endorsement by or affiliation with Stripe.

 

Counterfeit or Unauthorized Goods

Counterfeit goods; unauthorized sale or resale of brand name or designer products or services; sale of goods or services that are illegally imported or exported.

 

Gambling

Lotteries; bidding fee auctions; sports forecasting or odds making for a monetary or material prize; fantasy sports leagues with cash prizes; internet gaming; contests; sweepstakes; games of chance including legal or illegal forms of gambling, internet gambling, sweepstakes and contests with a buy-in or cash prize; charity sweepstakes and raffles for the explicit purpose of fundraising.

 

Regulated or Illegal Products or Services

Cannabis dispensaries and related businesses; sale of tobacco, e-cigarettes, and e-liquid; online pharmacies; prescription-only products including card-not-present pharmaceuticals; peptides and research chemicals; fake references or ID-providing services; age restricted goods or services; weapons and munitions; gunpowder and other explosives; fireworks and related goods; toxic, flammable, and radioactive materials; products and services with varying legal status on a state-by-state basis; goods or services, the sale of which is illegal under applicable law in the jurisdictions to which your business is targeted or directed.

 

Adult Content and Services

Pornography and other obscene materials (including literature, imagery and other media) depicting nudity or explicitly sexual acts; sites offering any sexually-related services such as prostitution, escorts, pay-per view, adult live chat features; sexually oriented items (e.g., adult toys); adult video stores and sexually oriented massage parlors; gentleman's clubs, topless bars, and strip clubs; sexually oriented dating services.

 

Get Rich Quick Schemes

Investment opportunities or other services that promise high rewards.

 

Mug Shot Publication or Pay-to-Remove Sites

Platforms that facilitate the publication and removal of content (such as mug shots), where the primary purpose of posting such content is to cause or raise concerns of reputational harm.

 

No-Value-Added Services

Sale or resale of a service without added benefit to the buyer; resale of government offerings without authorization or added value; sites that we determine in our sole discretion to be unfair, deceptive, or predatory towards consumers.

 

Aggregation

Engaging in any form of licensed or unlicensed aggregation of funds owed to third parties, factoring, or other activities intended to obfuscate the origin of funds; payment facilitation.

 

Drug Paraphernalia

Any equipment designed for making or using drugs, such as bongs, vaporizers, and hookahs.

 

High-Risk Businesses

Bankruptcy lawyers; remote technical support; psychic services; essay mills; chain letters; door-to-door sales; medical benefit packages; telemedicine and telehealth services; travel reservation services and clubs; airlines; cruises; timeshares; circumvention, jamming and interference devices; prepaid phone cards, phone services; telemarketing, offering substantial rebates or special incentives as an inducement to purchase products or services; telecommunications manipulation equipment; forwarding brokers; negative response marketing; subscriptions over one year; extended warranties; government grants; embassy, foreign consultant, or other foreign governments; charities without proper registration; credit card and identity theft protection; the use of credit to pay for lending services; any businesses that we believe poses elevated financial risk, legal liability, or violates card network or bank policies; any business or organization that a. engages in, encourages, promotes or celebrates unlawful violence or physical harm to persons or property, or b. engages in, encourages, promotes or celebrates unlawful violence toward any group based on race, religion, disability, gender, sexual orientation, national origin, or any other immutable characteristic.

 

Multi-Level Marketing

Pyramid schemes and multi-level marketing.

 

Pseudo-Pharmaceuticals

Nutraceuticals, pseudo-pharmaceuticals and other products that make health claims that have not been approved or verified by the applicable local and/or national regulatory body.

 

Social Media Activity

Sale of Twitter followers, Facebook likes, YouTube views, and other forms of social media activity and online traffic.

 

Substances Designed to Mimic Illegal Drugs

Sale of a legal substance that provides the same effect as an illegal drug (e.g., salvia, kratom).

 

Video Game or Virtual World Credits

Sale of in-game currency or game items, unless the merchant is the operator of the virtual world.

 

Use of Stripe in a Manner Inconsistent with its Intended Use or as Expressly Prohibited in the Stripe Services Agreement

Use of Stripe principally as a virtual terminal (e.g., submitting card transactions by manually inputting card information); processing where there is no bona fide good or service sold, or donation accepted; card testing; evasion of card network chargeback monitoring programs; cross-border acquiring; sharing cardholder information with another merchant for payment cross-sell product or service.

 

Integrated Payments: Restricted Businesses

logo - 1.png

The following categories of businesses and business practices are restricted from using Payments. In certain cases, businesses listed below may be eligible for processing with explicit prior approval from . Note, however, that businesses that offer illegal products or services are never eligible to use the Services. If you are uncertain as to whether your business is a Restricted Business, or have questions about how these requirements apply to you, please contact us at payments@rainpos.com.

 

Investment & Credit Services

Securities brokers; mortgage consulting or debt reduction services; credit counseling or repair; investment services; real estate opportunities; lending instruments.

 

Money and Legal Services

Financial institutions, money transmitters and money services businesses, check cashing, wire transfers, money orders; currency exchanges or dealers; bill-pay services; crowdfunding; insurance; bail bonds; collections agencies; law firms collecting funds for any purpose other than to pay fees owed to the firm for services provided by the firm (e.g., firms cannot use Stripe to hold client funds, collection or settlement amounts, disputed funds, etc.).

 

Virtual Currency or Stored Value

Virtual currency that can be monetized, resold, or converted to physical or digital products and services or otherwise exit the virtual world (e.g., Bitcoin); cryptocurrency mining equipment; initial coin offerings; digital wallets, sale of stored value or credits maintained, accepted and issued by anyone other than the seller.

 

Intellectual Property or Proprietary Rights-Infringement

Sales, distribution, or access to counterfeit music, movies, software, or other licensed materials without the appropriate authorization from the rights holder; any product or service that directly infringes or facilitates infringement upon the trademark, patent, copyright, trade secrets, or proprietary or privacy rights of any third party; use of Stripe intellectual property without prior written consent from Stripe; use of the Stripe name or logo including use of Stripe trade or service marks inconsistent with the Stripe Marks Usage Agreement, or in a manner that otherwise harms Stripe or the Stripe brand; any action that implies an untrue endorsement by or affiliation with Stripe.

 

Counterfeit or Unauthorized Goods

Counterfeit goods; unauthorized sale or resale of brand name or designer products or services; sale of goods or services that are illegally imported or exported.

 

Gambling

Lotteries; bidding fee auctions; sports forecasting or odds making for a monetary or material prize; fantasy sports leagues with cash prizes; internet gaming; contests; sweepstakes; games of chance including legal or illegal forms of gambling, internet gambling, sweepstakes and contests with a buy-in or cash prize; charity sweepstakes and raffles for the explicit purpose of fundraising.

 

Regulated or Illegal Products or Services

Cannabis dispensaries and related businesses; sale of tobacco, e-cigarettes, and e-liquid; online pharmacies; prescription-only products including card-not-present pharmaceuticals; peptides and research chemicals; fake references or ID-providing services; age restricted goods or services; weapons and munitions; gunpowder and other explosives; fireworks and related goods; toxic, flammable, and radioactive materials; products and services with varying legal status on a state-by-state basis; goods or services, the sale of which is illegal under applicable law in the jurisdictions to which your business is targeted or directed.

 

Adult Content and Services

Pornography and other obscene materials (including literature, imagery and other media) depicting nudity or explicitly sexual acts; sites offering any sexually-related services such as prostitution, escorts, pay-per view, adult live chat features; sexually oriented items (e.g., adult toys); adult video stores and sexually oriented massage parlors; gentleman's clubs, topless bars, and strip clubs; sexually oriented dating services.

 

Get Rich Quick Schemes

Investment opportunities or other services that promise high rewards.

 

Mug Shot Publication or Pay-to-Remove Sites

Platforms that facilitate the publication and removal of content (such as mug shots), where the primary purpose of posting such content is to cause or raise concerns of reputational harm.

 

No-Value-Added Services

Sale or resale of a service without added benefit to the buyer; resale of government offerings without authorization or added value; sites that we determine in our sole discretion to be unfair, deceptive, or predatory towards consumers.

 

Aggregation

Engaging in any form of licensed or unlicensed aggregation of funds owed to third parties, factoring, or other activities intended to obfuscate the origin of funds; payment facilitation.

 

Drug Paraphernalia

Any equipment designed for making or using drugs, such as bongs, vaporizers, and hookahs.

 

High-Risk Businesses

Bankruptcy lawyers; remote technical support; psychic services; essay mills; chain letters; door-to-door sales; medical benefit packages; telemedicine and telehealth services; travel reservation services and clubs; airlines; cruises; timeshares; circumvention, jamming and interference devices; prepaid phone cards, phone services; telemarketing, offering substantial rebates or special incentives as an inducement to purchase products or services; telecommunications manipulation equipment; forwarding brokers; negative response marketing; subscriptions over one year; extended warranties; government grants; embassy, foreign consultant, or other foreign governments; charities without proper registration; credit card and identity theft protection; the use of credit to pay for lending services; any businesses that we believe poses elevated financial risk, legal liability, or violates card network or bank policies; any business or organization that a. engages in, encourages, promotes or celebrates unlawful violence or physical harm to persons or property, or b. engages in, encourages, promotes or celebrates unlawful violence toward any group based on race, religion, disability, gender, sexual orientation, national origin, or any other immutable characteristic.

 

Multi-Level Marketing

Pyramid schemes and multi-level marketing.

 

Pseudo-Pharmaceuticals

Nutraceuticals, pseudo-pharmaceuticals and other products that make health claims that have not been approved or verified by the applicable local and/or national regulatory body.

 

Social Media Activity

Sale of Twitter followers, Facebook likes, YouTube views, and other forms of social media activity and online traffic.

 

Substances Designed to Mimic Illegal Drugs

Sale of a legal substance that provides the same effect as an illegal drug (e.g., salvia, kratom).

 

Video Game or Virtual World Credits

Sale of in-game currency or game items, unless the merchant is the operator of the virtual world.

 

Use of Stripe in a Manner Inconsistent with its Intended Use or as Expressly Prohibited in the Stripe Services Agreement

Use of Stripe principally as a virtual terminal (e.g., submitting card transactions by manually inputting card information); processing where there is no bona fide good or service sold, or donation accepted; card testing; evasion of card network chargeback monitoring programs; cross-border acquiring; sharing cardholder information with another merchant for payment cross-sell product or service.

 

Payments Dashboard Training Video

 

Payments Dashboard Training Video

 

Payments Dashboard Training Video

 

Payments Dashboard Training Video

 

Point of Sale Best Practices

Here are some great things to do to improve your use of the Point of Sale system:

  • Utilize User PIN Codes - While it may be a slight annoyance to have to enter your PIN code for each new transaction, the benefits far outweigh the inconvenience. With this feature on, clerk names are logged on all transactions, and that puts accountability in place for you. Train your team to practice security: if you step away, click the Clerk name locking the screen. If you use this feature, make sure to create good PIN codes: nobody, including you or your managers, should use codes such as 0000 or 1234, or similar, intuitive numbers. Make codes for your employees, and make them random. To activate this feature, go to Settings > POS Settings, and in the left column, you will see where you can activate User PINs. Save at the bottom when done.
  • Use Rewards - Are you using the Rewards program? If so, do you feel like you're getting the most out of it? All by itself, the Rewards program is pretty good, but if you put effort into it and train your team to do so as well, you can start building serious loyalty. Train your clerks to talk about it, have them focus on customer experience and always be asking themselves, "If I was shopping here, what would make my experience better?" You can also offer bonus rewards as a marketing strategy, for example, if you have some items you need to sell, offer double reward points, and manually give customers extra rewards after purchasing. You can activate and configure your Rewards by going to Settings > POS Settings > Customer. After you're finished with the settings, scroll to the bottom and click Save.
  • Use Customer Notes / Transaction Notes - Are you noting everything properly? Sometimes taking a few seconds to note something can save hours of frustration later if you forget the details. Train your team to note everything: Use Customer notes to details special situations or circumstances, family members, etc. Use Transaction notes to record circumstances your accountant will need to understand at the end of the month. Adopting this as your regular process will help with special situations so everyone will know what is needed. Customer notes can be added by clicking to view the customer details and scrolling down to the Other section and entering notes in the Till Alert area. You can add notes to a transaction by clicking the Notes link to the right of the main item search field.
  • Make the Best Use of Coupons- If you are not already using coupons for promotions, you should take advantage. They are flexible and can add tremendous value to sale events you run. For more information on how to set up your Coupons, click here: Coupons. Maximize the effectiveness of your coupons by sending out email blasts with the coupon code, feature the code in Facebook and other social media posts, and instruct your team to offer the code to everyone so they won't miss out! To create a Coupon, go to Products > Coupons and once you're finished, click Save at the bottom.
  • Work in Multiple Browser Tabs - Ever feel like you're having to do way too many clicks just to get information when you're in the middle of something? You should be working in multiple browser tabs! It's much easier to click an open tab that's already got your Customers or your Products or whatever it is you find yourself looking up throughout your day. Keep several tabs open at once; one for your Register, and others for the parts of the system you need most, and that way you don't have to leave your transaction and possibly have to recreate it after you look up that critical piece of information. To open a system link in at new tab, hold down Ctrl and click on the link, or right-click and choose Open in New Tab from the popup menu.

 

Point of Sale Best Practices

Here are some great things to do to improve your use of the Point of Sale system:

  • Utilize User PIN Codes - While it may be a slight annoyance to have to enter your PIN code for each new transaction, the benefits far outweigh the inconvenience. With this feature on, clerk names are logged on all transactions, and that puts accountability in place for you. Train your team to practice security: if you step away, click the Clerk name locking the screen. If you use this feature, make sure to create good PIN codes: nobody, including you or your managers, should use codes such as 0000 or 1234, or similar, intuitive numbers. Make codes for your employees, and make them random. To activate this feature, go to Settings > POS Settings, and in the left column, you will see where you can activate User PINs. Save at the bottom when done.
  • Use Rewards - Are you using the Rewards program? If so, do you feel like you're getting the most out of it? All by itself, the Rewards program is pretty good, but if you put effort into it and train your team to do so as well, you can start building serious loyalty. Train your clerks to talk about it, have them focus on customer experience and always be asking themselves, "If I was shopping here, what would make my experience better?" You can also offer bonus rewards as a marketing strategy, for example, if you have some items you need to sell, offer double reward points, and manually give customers extra rewards after purchasing. You can activate and configure your Rewards by going to Settings > POS Settings > Customer. After you're finished with the settings, scroll to the bottom and click Save.
  • Use Customer Notes / Transaction Notes - Are you noting everything properly? Sometimes taking a few seconds to note something can save hours of frustration later if you forget the details. Train your team to note everything: Use Customer notes to details special situations or circumstances, family members, etc. Use Transaction notes to record circumstances your accountant will need to understand at the end of the month. Adopting this as your regular process will help with special situations so everyone will know what is needed. Customer notes can be added by clicking to view the customer details and scrolling down to the Other section and entering notes in the Till Alert area. You can add notes to a transaction by clicking the Notes link to the right of the main item search field.
  • Make the Best Use of Coupons- If you are not already using coupons for promotions, you should take advantage. They are flexible and can add tremendous value to sale events you run. For more information on how to set up your Coupons, click here: Coupons. Maximize the effectiveness of your coupons by sending out email blasts with the coupon code, feature the code in Facebook and other social media posts, and instruct your team to offer the code to everyone so they won't miss out! To create a Coupon, go to Products > Coupons and once you're finished, click Save at the bottom.
  • Work in Multiple Browser Tabs - Ever feel like you're having to do way too many clicks just to get information when you're in the middle of something? You should be working in multiple browser tabs! It's much easier to click an open tab that's already got your Customers or your Products or whatever it is you find yourself looking up throughout your day. Keep several tabs open at once; one for your Register, and others for the parts of the system you need most, and that way you don't have to leave your transaction and possibly have to recreate it after you look up that critical piece of information. To open a system link in at new tab, hold down Ctrl and click on the link, or right-click and choose Open in New Tab from the popup menu.

 

Point of Sale Best Practices

Here are some great things to do to improve your use of the Point of Sale system:

  • Utilize User PIN Codes - While it may be a slight annoyance to have to enter your PIN code for each new transaction, the benefits far outweigh the inconvenience. With this feature on, clerk names are logged on all transactions, and that puts accountability in place for you. Train your team to practice security: if you step away, click the Clerk name locking the screen. If you use this feature, make sure to create good PIN codes: nobody, including you or your managers, should use codes such as 0000 or 1234, or similar, intuitive numbers. Make codes for your employees, and make them random. To activate this feature, go to Settings > POS Settings, and in the left column, you will see where you can activate User PINs. Save at the bottom when done.
  • Use Rewards - Are you using the Rewards program? If so, do you feel like you're getting the most out of it? All by itself, the Rewards program is pretty good, but if you put effort into it and train your team to do so as well, you can start building serious loyalty. Train your clerks to talk about it, have them focus on customer experience and always be asking themselves, "If I was shopping here, what would make my experience better?" You can also offer bonus rewards as a marketing strategy, for example, if you have some items you need to sell, offer double reward points, and manually give customers extra rewards after purchasing. You can activate and configure your Rewards by going to Settings > POS Settings > Customer. After you're finished with the settings, scroll to the bottom and click Save.
  • Use Customer Notes / Transaction Notes - Are you noting everything properly? Sometimes taking a few seconds to note something can save hours of frustration later if you forget the details. Train your team to note everything: Use Customer notes to details special situations or circumstances, family members, etc. Use Transaction notes to record circumstances your accountant will need to understand at the end of the month. Adopting this as your regular process will help with special situations so everyone will know what is needed. Customer notes can be added by clicking to view the customer details and scrolling down to the Other section and entering notes in the Till Alert area. You can add notes to a transaction by clicking the Notes link to the right of the main item search field.
  • Make the Best Use of Coupons- If you are not already using coupons for promotions, you should take advantage. They are flexible and can add tremendous value to sale events you run. For more information on how to set up your Coupons, click here: Coupons. Maximize the effectiveness of your coupons by sending out email blasts with the coupon code, feature the code in Facebook and other social media posts, and instruct your team to offer the code to everyone so they won't miss out! To create a Coupon, go to Products > Coupons and once you're finished, click Save at the bottom.
  • Work in Multiple Browser Tabs - Ever feel like you're having to do way too many clicks just to get information when you're in the middle of something? You should be working in multiple browser tabs! It's much easier to click an open tab that's already got your Customers or your Products or whatever it is you find yourself looking up throughout your day. Keep several tabs open at once; one for your Register, and others for the parts of the system you need most, and that way you don't have to leave your transaction and possibly have to recreate it after you look up that critical piece of information. To open a system link in at new tab, hold down Ctrl and click on the link, or right-click and choose Open in New Tab from the popup menu.

 

Point of Sale Best Practices

Here are some great things to do to improve your use of the Point of Sale system:

  • Utilize User PIN Codes - While it may be a slight annoyance to have to enter your PIN code for each new transaction, the benefits far outweigh the inconvenience. With this feature on, clerk names are logged on all transactions, and that puts accountability in place for you. Train your team to practice security: if you step away, click the Clerk name locking the screen. If you use this feature, make sure to create good PIN codes: nobody, including you or your managers, should use codes such as 0000 or 1234, or similar, intuitive numbers. Make codes for your employees, and make them random. To activate this feature, go to Settings > POS Settings, and in the left column, you will see where you can activate User PINs. Save at the bottom when done.
  • Use Rewards - Are you using the Rewards program? If so, do you feel like you're getting the most out of it? All by itself, the Rewards program is pretty good, but if you put effort into it and train your team to do so as well, you can start building serious loyalty. Train your clerks to talk about it, have them focus on customer experience and always be asking themselves, "If I was shopping here, what would make my experience better?" You can also offer bonus rewards as a marketing strategy, for example, if you have some items you need to sell, offer double reward points, and manually give customers extra rewards after purchasing. You can activate and configure your Rewards by going to Settings > POS Settings > Customer. After you're finished with the settings, scroll to the bottom and click Save.
  • Use Customer Notes / Transaction Notes - Are you noting everything properly? Sometimes taking a few seconds to note something can save hours of frustration later if you forget the details. Train your team to note everything: Use Customer notes to details special situations or circumstances, family members, etc. Use Transaction notes to record circumstances your accountant will need to understand at the end of the month. Adopting this as your regular process will help with special situations so everyone will know what is needed. Customer notes can be added by clicking to view the customer details and scrolling down to the Other section and entering notes in the Till Alert area. You can add notes to a transaction by clicking the Notes link to the right of the main item search field.
  • Make the Best Use of Coupons- If you are not already using coupons for promotions, you should take advantage. They are flexible and can add tremendous value to sale events you run. For more information on how to set up your Coupons, click here: Coupons. Maximize the effectiveness of your coupons by sending out email blasts with the coupon code, feature the code in Facebook and other social media posts, and instruct your team to offer the code to everyone so they won't miss out! To create a Coupon, go to Products > Coupons and once you're finished, click Save at the bottom.
  • Work in Multiple Browser Tabs - Ever feel like you're having to do way too many clicks just to get information when you're in the middle of something? You should be working in multiple browser tabs! It's much easier to click an open tab that's already got your Customers or your Products or whatever it is you find yourself looking up throughout your day. Keep several tabs open at once; one for your Register, and others for the parts of the system you need most, and that way you don't have to leave your transaction and possibly have to recreate it after you look up that critical piece of information. To open a system link in at new tab, hold down Ctrl and click on the link, or right-click and choose Open in New Tab from the popup menu.

 

Release Notes Through 2026-02-21

System Updates 
February 8 - 14

 

New

Nothing New This Week


Improved

Nothing New This Week


Fixed

Website Search Not Finding Product Variants
We fixed an issue where searching by variant title on the website returned no results.

Inventory Quantity Numbers Not Matching for Products
We've resolved an issue where there was an inventory quantity discrepancy between what was shown after searching a product in the product list page and what was shown when clicking on the product and looking at the Inventory tab.

 

 

That's all for this week. Thank you for being part of the family. Take care, we love you!!

Release Notes Through 2026-02-21

System Updates 
February 8 - 14

 

New

Nothing New This Week


Improved

Nothing New This Week


Fixed

Website Search Not Finding Product Variants
We fixed an issue where searching by variant title on the website returned no results.

Inventory Quantity Numbers Not Matching for Products
We've resolved an issue where there was an inventory quantity discrepancy between what was shown after searching a product in the product list page and what was shown when clicking on the product and looking at the Inventory tab.

 

 

That's all for this week. Thank you for being part of the family. Take care, we love you!!

Release Notes Through 2026-02-21

System Updates 
February 8 - 14

 

New

Nothing New This Week


Improved

Nothing New This Week


Fixed

Website Search Not Finding Product Variants
We fixed an issue where searching by variant title on the website returned no results.

Inventory Quantity Numbers Not Matching for Products
We've resolved an issue where there was an inventory quantity discrepancy between what was shown after searching a product in the product list page and what was shown when clicking on the product and looking at the Inventory tab.

 

 

That's all for this week. Thank you for being part of the family. Take care, we love you!!

Release Notes Through 2026-03-07

System Updates 

March 1 - 7

 

New

Nothing New This Week



Improved

Default Cost for Product Labels
Default cost is now an option in the New Custom Label options (Under Settings > Printing > Custom Labels). It works the same way Cost does, using an encoding map.

Image showing the new Default Cost option for product barcode labels in the Custom Label configuration window.

Fixed

Shipping Fees Missing on Subscription Catch-Up Orders
We fixed an issue where catch-up Subscription orders were not correctly applying shipping charges, resulting in customers being charged $0 for shipping.

Partially Received Purchase Orders Not Reducing On-Order Quantity
We have fixed an issue where the On-Order quantities for items were only being reduced when a Purchase Order was fully completed, rather than updating incrementally as orders were partially received.

Retail Column Sorting Incorrectly in Transaction Details Report
We fixed an issue where sorting by the Retail column in the Transaction Details report was not sorting data correctly.

Online Gift Card Purchases Missing as Line Items in Transaction View
We have fixed an issue where Gift Cards purchased online were not appearing as line items when viewing the Transaction page.

End of Day Report Tender by Till Section Showing Inconsistent Values
We have resolved an issue where comparing tender amounts across locations was showing inconsistent amounts between the Tender by Till view and the View All Tenders view of the End of Day report.

Require Signature Checkbox Defaulting to 'On' for Each Transaction
We fixed an issue where after unchecking the "Require Signature" box in the Receipt Options window, the box was remaining checked by default for all subsequent transactions.

Browser Print Missing Data for Labels
We've resolved an issue where the browser print page was missing most of the label information for product barcode label printing and in some cases was only showing the barcode.

Register Shipping Options Missing Item Weight
We fixed an issue where the product's weight was missing if the product was a consignment item.

Batch Inventory Not Combining Quantities for Duplicate Item Scans
We have fixed an issue where scanning the same product multiple times into a Batch Inventory could create new rows instead of adding to the quantity of the item.

Can't Add Spacing for Alternate Lookups
We have fixed an issue where the input field for Alternate Lookups was not accepting spaces at the end of the text entry, forcing users to add spaces in the middle of words and then retype it to get the spacing they needed.

Layaway Tax Not Calculating Correctly and Causing Negative Balances
We fixed an issue where the the sales tax was being factored into the Subtotal, double counting tax, and then after the transaction was completed, the balance was showing a negative amount.

Timeout Occurring When Making an AI Product Description
We have fixed an issue when using AI to update or create product descriptions under the product's Website tab, the system would timeout when trying to load the results.

Trade-in Transactions Calculating Tax Incorrectly
We fixed an issue with having a trade-in on the same transaction where the customer was purchasing item where the tax was applying incorrectly, calculating before taking the trade-in credit into account.


 

 

That's all for this week. Thank you for being part of the family. Take care, we love you!!

Release Notes Through 2026-03-07

System Updates 

March 1 - 7

 

New

Nothing New This Week



Improved

Default Cost for Product Labels
Default cost is now an option in the New Custom Label options (Under Settings > Printing > Custom Labels). It works the same way Cost does, using an encoding map.

Image showing the new Default Cost option for product barcode labels in the Custom Label configuration window.

Fixed

Shipping Fees Missing on Subscription Catch-Up Orders
We fixed an issue where catch-up Subscription orders were not correctly applying shipping charges, resulting in customers being charged $0 for shipping.

Partially Received Purchase Orders Not Reducing On-Order Quantity
We have fixed an issue where the On-Order quantities for items were only being reduced when a Purchase Order was fully completed, rather than updating incrementally as orders were partially received.

Retail Column Sorting Incorrectly in Transaction Details Report
We fixed an issue where sorting by the Retail column in the Transaction Details report was not sorting data correctly.

Online Gift Card Purchases Missing as Line Items in Transaction View
We have fixed an issue where Gift Cards purchased online were not appearing as line items when viewing the Transaction page.

End of Day Report Tender by Till Section Showing Inconsistent Values
We have resolved an issue where comparing tender amounts across locations was showing inconsistent amounts between the Tender by Till view and the View All Tenders view of the End of Day report.

Require Signature Checkbox Defaulting to 'On' for Each Transaction
We fixed an issue where after unchecking the "Require Signature" box in the Receipt Options window, the box was remaining checked by default for all subsequent transactions.

Browser Print Missing Data for Labels
We've resolved an issue where the browser print page was missing most of the label information for product barcode label printing and in some cases was only showing the barcode.

Register Shipping Options Missing Item Weight
We fixed an issue where the product's weight was missing if the product was a consignment item.

Batch Inventory Not Combining Quantities for Duplicate Item Scans
We have fixed an issue where scanning the same product multiple times into a Batch Inventory could create new rows instead of adding to the quantity of the item.

Can't Add Spacing for Alternate Lookups
We have fixed an issue where the input field for Alternate Lookups was not accepting spaces at the end of the text entry, forcing users to add spaces in the middle of words and then retype it to get the spacing they needed.

Layaway Tax Not Calculating Correctly and Causing Negative Balances
We fixed an issue where the the sales tax was being factored into the Subtotal, double counting tax, and then after the transaction was completed, the balance was showing a negative amount.

Timeout Occurring When Making an AI Product Description
We have fixed an issue when using AI to update or create product descriptions under the product's Website tab, the system would timeout when trying to load the results.

Trade-in Transactions Calculating Tax Incorrectly
We fixed an issue with having a trade-in on the same transaction where the customer was purchasing item where the tax was applying incorrectly, calculating before taking the trade-in credit into account.


 

 

That's all for this week. Thank you for being part of the family. Take care, we love you!!

Release Notes Through 2026-03-28

System Updates 

March 15 - 28

 

New

Nothing New This Week


Improved

Purchase Order and Receiving Order Draft Improvements
We have improved the Receiving Order workflow so that when continuing to receive on a Purchase Order, the new RO no longer includes items that already exist in completed or draft ROs. The Continue Receiving button is now hidden when all PO items have already been accounted for across associated ROs.

Text Message Page Metering Instruction and Layout Update
We have updated the header design and wording on the Text Messaging page under the Marketing menu.

Shopify Integration Updated to Support Latest Integration Changes
We have updated the Shopify integration to accommodate recent API changes on Shopify's end. Existing connected stores are unaffected, but any new connections or reconnections will require setup using the updated method.

Digital Download Toggle Disabled for Certain Product Types
The Digital Download toggle is now disabled for Serialized, Variant, and Kit product types during both product creation and editing. A hover-tip explains why the setting is unavailable, and the change applies to both the new and legacy product pages.


Fixed

Items Duplicated in Special Order

We fixed an issue where items were showing up twice in the transaction view after completing a Special Order, causing reporting to be off.

Class Materials Not Charging Sales Tax for Online Orders
We fixed an issue where Classes with materials were not correctly calculating sales tax in some situations, resulting in online orders with no tax applied.

Checkout Not Reflecting Updated Class Pricing
We have fixed an issue where customers could purchase a class for an outdated price if it had been sitting in their cart for an extended period. We added validation at checkout to ensure the current price is always applied.

Fractional Quantity Rounding Causing Incorrect Capture Amount on Web Orders
We fixed an issue where fractional quantity rounding was resulting in a capture amount less than the authorized amount.

Scheduled Emails Not Sending at Correct Time
We have fixed an issue where scheduled emails were not being sent. We have added improved timezone-aware time checks for more accurate delivery.

Error When Merging Products
An error was occurring when attempting to merge certain products, preventing the merge from completing. We have resolved this problem.

Marketing Email Defaults Not Applied on Newsletter Sign-Up
We have fixed an issue where the Newsletter Sign-Up Form was not respecting the default marketing email selections.

Marketing Email Defaults Not Applied Through Opt-In Email
We fixed an issue where the confirm opt-in email was not respecting certain default marketing email selections.

Customer Group Coupons Not Recognized on Resumed Transactions
We have fixed an issue where resuming a paused transaction would prevent Customer Group coupons from being applied, incorrectly reporting that the customer was not in the required group.

Purchase Queue Not Returning All Eligible Products
We fixed an issue where the Purchase Queue was not identifying all eligible products within the Purchase Order, resulting in fewer items than expected.

Extra Card Added to Register
We've made some fixes around extra credit and debit cards, or ghost cards showing up when completing a transaction. Typically, these cards were from paused or previous transactions.

Invalid Payment Response Object
We fixed an issue where the error "Oops! Error: Invalid Payment Response Object" was showing up when completing a transaction.

Fully Paid Special Order Charging Full Amount at Pickup
We have fixed an issue where the full amount of a Special Order was due, even when it had been fully paid previously. This typically happened in some when return items were part of the same transaction.

Sales By Item Report Filtering Not Working Properly
We fixed an issue where the Category filter was not working properly for the Sales by Item report and the report was not saving the selections made.

Customer Percentage Discount Applying to Already Discounted Special Order
We have fixed an issue where a Special Order was trying to reimburse the deposit amount paid during pickup. This was happening when a Special Order had a discount and then a Register discount was applied on top of that.

Customer Deletion Not Checking for Subscriptions
We fixed an issue where a customer could be deleted but still remained visible due to having a subscription that was not deleted by the system.

Unable to Remove Product Till Alert
We fixed an issue where users were not able to remove Till Alerts for products they had created.

ShipStation Shipping Rate Mismatch Between Website and Actual Charge
We have fixed an issue where shipping rates displayed on the website did not match the actual charge due to product dimensions not being included in the rate calculation.

Cash Rounding Still Affecting Total When Cash Payment Is Removed
We fixed an issue where removing cash as a payment after the total was rounded created a mismatch between the Total and Due fields.

Washington State Sales Tax Not Applied to Eligible Online Orders
We have fixed an issue where sales tax was not being applied to certain Washington state online orders due to missing shipping address data.

Customers Not Being Added to Newsletter List
We fixed an issue where new customers were not being added to newsletter lists because the default list selections from store settings were not being applied.

Deactivated Variants Appearing in Purchase Order Search
We have fixed an issue where deactivated product variants were appearing in purchase order search results.

Sales Details Report Showing Incorrect Transaction Times
We fixed an issue where the Sales Details report was not respecting the store's time zone, causing transactions to display with incorrect timestamps.

Logo on Form Style Being Reduced
We've fixed an issue where the logo size appeared correctly in the print preview for a Form Style, but was being reduced when printed.

One-Inch by One-Inch Barcodes Adding a Leading Zero for Option ID
We fixed an issue where the 1x1 barcode was adding a 0 before the Option ID, preventing the label from scanning.

Work Order Requiring Payment When Already Paid in Full
We have fixed an issue where the Work Order was paid for, the customer returned at a later date to pickup it up, and the Work Order required the payment again.

Web Orders Applying Incorrect Discount With Rewards Coupon
We fixed an issue where Reward Coupon discounts were not being calculated correctly at checkout, resulting in incorrect amounts on web orders.

Taxes Not Applied to Web Orders for Certain Items
We have fixed an issue where some items with a defined tax configuration were not being taxed on web orders. 

Order Capture and Authorized Amounts Not Matching on Online Orders
We fixed an issue where percent-off discount rounding during checkout was causing a mismatch between the authorized and capture amounts, preventing online orders from being processed.

Tax Calculations on Special Orders Affecting Balance Due
We have fixed an issue when a customer picked up part of a Special Order, the tax on the remaining balance was sometimes rounding incorrectly, causing the total due to be off by a cent or two.

Sales Tax for Classes Not Charged on PayPal Orders
We fixed an issue where sales tax was not being applied to Class purchases on online orders paid via PayPal due to missing rate data. We also added cache invalidation for Washington state tax rates to prevent stale data.

Email Labeled as Optional but Required by System
We have fixed a confusing mismatch in the Credit Card Payment screen where the Email field was labeled Optional even when it was actually required. When the Save Card on File option is checked, the Optional label is now hidden so the field accurately reflects that an email address is needed.

Quickbooks Online Asset Entries Coming Over as $0
We've resolved an issue where inventory asset journal entries were syncing to QuickBooks Online with a $0 value despite inventory cost changes occurring in the system. Entries will now accurately reflect those changes and Total Inventory values will import to QBO as expected.

Expired Coupons Appearing in Register Search Results
We fixed an issue where expired Reward Coupons were displaying alongside valid coupons in Register search results.

Serialized Items Incorrectly Set to Reserved State After Return
When a serialized item was returned, it was being placed into a Reserved state instead of returning to an Available status. 
We have fixed this issue.

Reserved Trial Purchase Items Incorrectly Included in Batch Inventory Unscanned Items
We have fixed an issue when bringing unscanned items into a Batch Inventory, items on Trial Purchase with a Reserved status were being pulled in despite not being physically present in the store. This caused those items to show a negative inventory count after reconciliation.

Batch Reconciliation Failing Without Error
We fixed an issue when clicking the Reconcile button on a Batch would appear to process but would fail without notification. The page remained unchanged and the Batch showed as Unreconciled after a refresh.

Transaction with Trade-In and Miscellaneous Item Charged Tax on the Misc Item Only
We've resolved an issue where adding a Miscellaneous product to a transaction containing a Trade-In caused sales tax to be calculated incorrectly.

Special Characters Not Saving in Product Title or Model Numbers
We've resolved an issue where products with special characters in their name or model number — such as degree symbols or parentheses — could not be updated or saved.

Customer Reward Coupon Applied to Wrong Customer's Purchase
We fixed an issue where a customer's Reward Coupon could carry over and be applied to a different customer's transaction. Coupons are now properly cleared when loading a new customer.

 

 

That's all for this week. Thank you for being part of the family. Take care, we love you!!

Release Notes Through 2026-03-28

System Updates 

March 15 - 28

 

New

Nothing New This Week


Improved

Purchase Order and Receiving Order Draft Improvements
We have improved the Receiving Order workflow so that when continuing to receive on a Purchase Order, the new RO no longer includes items that already exist in completed or draft ROs. The Continue Receiving button is now hidden when all PO items have already been accounted for across associated ROs.

Text Message Page Metering Instruction and Layout Update
We have updated the header design and wording on the Text Messaging page under the Marketing menu.

Shopify Integration Updated to Support Latest Integration Changes
We have updated the Shopify integration to accommodate recent API changes on Shopify's end. Existing connected stores are unaffected, but any new connections or reconnections will require setup using the updated method.

Digital Download Toggle Disabled for Certain Product Types
The Digital Download toggle is now disabled for Serialized, Variant, and Kit product types during both product creation and editing. A hover-tip explains why the setting is unavailable, and the change applies to both the new and legacy product pages.


Fixed

Items Duplicated in Special Order

We fixed an issue where items were showing up twice in the transaction view after completing a Special Order, causing reporting to be off.

Class Materials Not Charging Sales Tax for Online Orders
We fixed an issue where Classes with materials were not correctly calculating sales tax in some situations, resulting in online orders with no tax applied.

Checkout Not Reflecting Updated Class Pricing
We have fixed an issue where customers could purchase a class for an outdated price if it had been sitting in their cart for an extended period. We added validation at checkout to ensure the current price is always applied.

Fractional Quantity Rounding Causing Incorrect Capture Amount on Web Orders
We fixed an issue where fractional quantity rounding was resulting in a capture amount less than the authorized amount.

Scheduled Emails Not Sending at Correct Time
We have fixed an issue where scheduled emails were not being sent. We have added improved timezone-aware time checks for more accurate delivery.

Error When Merging Products
An error was occurring when attempting to merge certain products, preventing the merge from completing. We have resolved this problem.

Marketing Email Defaults Not Applied on Newsletter Sign-Up
We have fixed an issue where the Newsletter Sign-Up Form was not respecting the default marketing email selections.

Marketing Email Defaults Not Applied Through Opt-In Email
We fixed an issue where the confirm opt-in email was not respecting certain default marketing email selections.

Customer Group Coupons Not Recognized on Resumed Transactions
We have fixed an issue where resuming a paused transaction would prevent Customer Group coupons from being applied, incorrectly reporting that the customer was not in the required group.

Purchase Queue Not Returning All Eligible Products
We fixed an issue where the Purchase Queue was not identifying all eligible products within the Purchase Order, resulting in fewer items than expected.

Extra Card Added to Register
We've made some fixes around extra credit and debit cards, or ghost cards showing up when completing a transaction. Typically, these cards were from paused or previous transactions.

Invalid Payment Response Object
We fixed an issue where the error "Oops! Error: Invalid Payment Response Object" was showing up when completing a transaction.

Fully Paid Special Order Charging Full Amount at Pickup
We have fixed an issue where the full amount of a Special Order was due, even when it had been fully paid previously. This typically happened in some when return items were part of the same transaction.

Sales By Item Report Filtering Not Working Properly
We fixed an issue where the Category filter was not working properly for the Sales by Item report and the report was not saving the selections made.

Customer Percentage Discount Applying to Already Discounted Special Order
We have fixed an issue where a Special Order was trying to reimburse the deposit amount paid during pickup. This was happening when a Special Order had a discount and then a Register discount was applied on top of that.

Customer Deletion Not Checking for Subscriptions
We fixed an issue where a customer could be deleted but still remained visible due to having a subscription that was not deleted by the system.

Unable to Remove Product Till Alert
We fixed an issue where users were not able to remove Till Alerts for products they had created.

ShipStation Shipping Rate Mismatch Between Website and Actual Charge
We have fixed an issue where shipping rates displayed on the website did not match the actual charge due to product dimensions not being included in the rate calculation.

Cash Rounding Still Affecting Total When Cash Payment Is Removed
We fixed an issue where removing cash as a payment after the total was rounded created a mismatch between the Total and Due fields.

Washington State Sales Tax Not Applied to Eligible Online Orders
We have fixed an issue where sales tax was not being applied to certain Washington state online orders due to missing shipping address data.

Customers Not Being Added to Newsletter List
We fixed an issue where new customers were not being added to newsletter lists because the default list selections from store settings were not being applied.

Deactivated Variants Appearing in Purchase Order Search
We have fixed an issue where deactivated product variants were appearing in purchase order search results.

Sales Details Report Showing Incorrect Transaction Times
We fixed an issue where the Sales Details report was not respecting the store's time zone, causing transactions to display with incorrect timestamps.

Logo on Form Style Being Reduced
We've fixed an issue where the logo size appeared correctly in the print preview for a Form Style, but was being reduced when printed.

One-Inch by One-Inch Barcodes Adding a Leading Zero for Option ID
We fixed an issue where the 1x1 barcode was adding a 0 before the Option ID, preventing the label from scanning.

Work Order Requiring Payment When Already Paid in Full
We have fixed an issue where the Work Order was paid for, the customer returned at a later date to pickup it up, and the Work Order required the payment again.

Web Orders Applying Incorrect Discount With Rewards Coupon
We fixed an issue where Reward Coupon discounts were not being calculated correctly at checkout, resulting in incorrect amounts on web orders.

Taxes Not Applied to Web Orders for Certain Items
We have fixed an issue where some items with a defined tax configuration were not being taxed on web orders. 

Order Capture and Authorized Amounts Not Matching on Online Orders
We fixed an issue where percent-off discount rounding during checkout was causing a mismatch between the authorized and capture amounts, preventing online orders from being processed.

Tax Calculations on Special Orders Affecting Balance Due
We have fixed an issue when a customer picked up part of a Special Order, the tax on the remaining balance was sometimes rounding incorrectly, causing the total due to be off by a cent or two.

Sales Tax for Classes Not Charged on PayPal Orders
We fixed an issue where sales tax was not being applied to Class purchases on online orders paid via PayPal due to missing rate data. We also added cache invalidation for Washington state tax rates to prevent stale data.

Email Labeled as Optional but Required by System
We have fixed a confusing mismatch in the Credit Card Payment screen where the Email field was labeled Optional even when it was actually required. When the Save Card on File option is checked, the Optional label is now hidden so the field accurately reflects that an email address is needed.

Quickbooks Online Asset Entries Coming Over as $0
We've resolved an issue where inventory asset journal entries were syncing to QuickBooks Online with a $0 value despite inventory cost changes occurring in the system. Entries will now accurately reflect those changes and Total Inventory values will import to QBO as expected.

Expired Coupons Appearing in Register Search Results
We fixed an issue where expired Reward Coupons were displaying alongside valid coupons in Register search results.

Serialized Items Incorrectly Set to Reserved State After Return
When a serialized item was returned, it was being placed into a Reserved state instead of returning to an Available status. 
We have fixed this issue.

Reserved Trial Purchase Items Incorrectly Included in Batch Inventory Unscanned Items
We have fixed an issue when bringing unscanned items into a Batch Inventory, items on Trial Purchase with a Reserved status were being pulled in despite not being physically present in the store. This caused those items to show a negative inventory count after reconciliation.

Batch Reconciliation Failing Without Error
We fixed an issue when clicking the Reconcile button on a Batch would appear to process but would fail without notification. The page remained unchanged and the Batch showed as Unreconciled after a refresh.

Transaction with Trade-In and Miscellaneous Item Charged Tax on the Misc Item Only
We've resolved an issue where adding a Miscellaneous product to a transaction containing a Trade-In caused sales tax to be calculated incorrectly.

Special Characters Not Saving in Product Title or Model Numbers
We've resolved an issue where products with special characters in their name or model number — such as degree symbols or parentheses — could not be updated or saved.

Customer Reward Coupon Applied to Wrong Customer's Purchase
We fixed an issue where a customer's Reward Coupon could carry over and be applied to a different customer's transaction. Coupons are now properly cleared when loading a new customer.

 

 

That's all for this week. Thank you for being part of the family. Take care, we love you!!

What can I do if I lose my system login information?

Go to where you normally log in and click the 'Forgot Your Password?' link, and if you have an email address saved in your User account, the system will send a password reset email to you.

If you do not have the link you need to login, or if you have trouble with the Forgot Password function, please call us at 385-404-6200 and we'll be happy to help you log in.

What can I do if I lose my system login information?

Go to where you normally log in and click the 'Forgot Your Password?' link, and if you have an email address saved in your User account, the system will send a password reset email to you.

If you do not have the link you need to login, or if you have trouble with the Forgot Password function, please call us at 385-404-6200 and we'll be happy to help you log in.

What can I do if I lose my system login information?

Go to where you normally log in and click the 'Forgot Your Password?' link, and if you have an email address saved in your User account, the system will send a password reset email to you.

If you do not have the link you need to login, or if you have trouble with the Forgot Password function, please call us at 385-404-6200 and we'll be happy to help you log in.

What can I do if I lose my system login information?

Go to where you normally log in and click the 'Forgot Your Password?' link, and if you have an email address saved in your User account, the system will send a password reset email to you.

If you do not have the link you need to login, or if you have trouble with the Forgot Password function, please call us at 385-404-6200 and we'll be happy to help you log in.

What if I need to set User Group permissions for an area of the system that isn't in the list?

While we have tried to cover all of the major areas of the system that would need user group permission, we realize there always something more that might be needed. For any areas not covered in our current group permissions list, you will need to send us a System Enhancement request. In our blue system bar, click on the House icon on the far left side to go to the system Home page. On the left side of the page, click the Suggest button, and a panel will open that will allow you to search for suggestions already in the system similar to what you're looking for, or if there isn't one in there yet, you can submit a new enhancement suggestion.

What if I need to set User Group permissions for an area of the system that isn't in the list?

While we have tried to cover all of the major areas of the system that would need user group permission, we realize there always something more that might be needed. For any areas not covered in our current group permissions list, you will need to send us a System Enhancement request. In our blue system bar, click on the House icon on the far left side to go to the system Home page. On the left side of the page, click the Suggest button, and a panel will open that will allow you to search for suggestions already in the system similar to what you're looking for, or if there isn't one in there yet, you can submit a new enhancement suggestion.

What if I need to set User Group permissions for an area of the system that isn't in the list?

While we have tried to cover all of the major areas of the system that would need user group permission, we realize there always something more that might be needed. For any areas not covered in our current group permissions list, you will need to send us a System Enhancement request. In our blue system bar, click on the House icon on the far left side to go to the system Home page. On the left side of the page, click the Suggest button, and a panel will open that will allow you to search for suggestions already in the system similar to what you're looking for, or if there isn't one in there yet, you can submit a new enhancement suggestion.

What if I need to set User Group permissions for an area of the system that isn't in the list?

While we have tried to cover all of the major areas of the system that would need user group permission, we realize there always something more that might be needed. For any areas not covered in our current group permissions list, you will need to send us a System Enhancement request. In our blue system bar, click on the House icon on the far left side to go to the system Home page. On the left side of the page, click the Suggest button, and a panel will open that will allow you to search for suggestions already in the system similar to what you're looking for, or if there isn't one in there yet, you can submit a new enhancement suggestion.

What is the best way to set up Member accounts?

We recommend that under Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'. You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

What is the best way to set up Member accounts?

We recommend that under Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'. You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

What is the best way to set up Member accounts?

We recommend that under Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'. You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

What is the best way to set up Member accounts?

We recommend that under Users > Members, you set up each of your Members with a username that is the email address you have for them, and set the password initially to 'changeme'. You can create a standard email to send to a new member after you have this set up for them, and in the email just tell them to use their email address as their username and that their temporary password is 'changeme', and that they'll be prompted to create their own password. If any of your members forget their password, just reset it to changeme and tell them to log in with that, and once again they'll be prompted to set it to what they want. For more details on this process, click here: Website Administration - Members.

 

What is the difference between 'customer' login and 'member' login?

If the Customer Login feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with user logins, please click here: Set Up User Logins and Groups. And for more on Members, click here: Website Administration - Members

What is the difference between 'customer' login and 'member' login?

If the Customer Login feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with user logins, please click here: Set Up User Logins and Groups. And for more on Members, click here: Website Administration - Members

What is the difference between 'customer' login and 'member' login?

If the Customer Login feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with user logins, please click here: Set Up User Logins and Groups. And for more on Members, click here: Website Administration - Members

What is the difference between 'customer' login and 'member' login?

If the Customer Login feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function is for your website customers and is different from the website Member logins, which are intended for use by wholesale customers or club members so they can have password-protected pages and pricing where needed. The Customer Login gives the customer access to their purchase history and to their Rewards. For more information on how to work with user logins, please click here: Set Up User Logins and Groups. And for more on Members, click here: Website Administration - Members

Where do I go to log into the system?

Our clients are almost always set up with a login URL following this formula: mybusinessname.rainadmin.com/admin If you need help with your login URL, please call us at 385-404-6200 and use option 2 for Support and we'll be happy to assist you.

Where do I go to log into the system?

Our clients are almost always set up with a login URL following this formula: mybusinessname.rainadmin.com/admin If you need help with your login URL, please call us at 385-404-6200 and use option 2 for Support and we'll be happy to assist you.

Where do I go to log into the system?

Our clients are almost always set up with a login URL following this formula: mybusinessname.rainadmin.com/admin If you need help with your login URL, please call us at 385-404-6200 and use option 2 for Support and we'll be happy to assist you.

Where do I go to log into the system?

Our clients are almost always set up with a login URL following this formula: mybusinessname.rainadmin.com/admin If you need help with your login URL, please call us at 385-404-6200 and use option 2 for Support and we'll be happy to assist you.

Where do I go to set up wholesale or club member logins?

You can go to the Admin button with your username in the upper right and click on Users. If it has been enabled for you, you'll see a section called Restricted Member Access below User Accounts. You can set up Member Accounts and Restricted Pages that will be password protected for members only.

If the Member feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here.

 

Where do I go to set up wholesale or club member logins?

You can go to the Admin button with your username in the upper right and click on Users. If it has been enabled for you, you'll see a section called Restricted Member Access below User Accounts. You can set up Member Accounts and Restricted Pages that will be password protected for members only.

If the Member feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here.

 

Where do I go to set up wholesale or club member logins?

You can go to the Admin button with your username in the upper right and click on Users. If it has been enabled for you, you'll see a section called Restricted Member Access below User Accounts. You can set up Member Accounts and Restricted Pages that will be password protected for members only.

If the Member feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here.

 

Where do I go to set up wholesale or club member logins?

You can go to the Admin button with your username in the upper right and click on Users. If it has been enabled for you, you'll see a section called Restricted Member Access below User Accounts. You can set up Member Accounts and Restricted Pages that will be password protected for members only.

If the Member feature is not yet active for you, you will need to call us at 385-404-6200 and use option 2 for Support so we can activate that for you. That function will allow for password-protected pages and pricing where needed. For more information on how to work with Member logins, please click here.

 

You just announced a new feature I want, how do I activate it?

We try to include activation information for all of our new features, but if you don't have that information, here is what you can do:

  • First, check to see if it's a Beta feature you can turn on: Click the Admin Button with your username in the upper right then go to Beta Features and if you find it in the list, enable it and be sure to click Save at the bottom.
  • Next, from the same Admin Button menu, go to Settings and look for the area of the system for which the new feature was developed. If the feature is activated by a setting, you will likely find it in a subtab of the major area.
  • If a feature you want is not in Beta and you cannot find it in Settings, please call us at 385-404-6200 and use option 2 for Support and one of our team members can work with you to see about getting the feature activated for you.

 

You just announced a new feature I want, how do I activate it?

We try to include activation information for all of our new features, but if you don't have that information, here is what you can do:

  • First, check to see if it's a Beta feature you can turn on: Click the Admin Button with your username in the upper right then go to Beta Features and if you find it in the list, enable it and be sure to click Save at the bottom.
  • Next, from the same Admin Button menu, go to Settings and look for the area of the system for which the new feature was developed. If the feature is activated by a setting, you will likely find it in a subtab of the major area.
  • If a feature you want is not in Beta and you cannot find it in Settings, please call us at 385-404-6200 and use option 2 for Support and one of our team members can work with you to see about getting the feature activated for you.

 

You just announced a new feature I want, how do I activate it?

We try to include activation information for all of our new features, but if you don't have that information, here is what you can do:

  • First, check to see if it's a Beta feature you can turn on: Click the Admin Button with your username in the upper right then go to Beta Features and if you find it in the list, enable it and be sure to click Save at the bottom.
  • Next, from the same Admin Button menu, go to Settings and look for the area of the system for which the new feature was developed. If the feature is activated by a setting, you will likely find it in a subtab of the major area.
  • If a feature you want is not in Beta and you cannot find it in Settings, please call us at 385-404-6200 and use option 2 for Support and one of our team members can work with you to see about getting the feature activated for you.

 

You just announced a new feature I want, how do I activate it?

We try to include activation information for all of our new features, but if you don't have that information, here is what you can do:

  • First, check to see if it's a Beta feature you can turn on: Click the Admin Button with your username in the upper right then go to Beta Features and if you find it in the list, enable it and be sure to click Save at the bottom.
  • Next, from the same Admin Button menu, go to Settings and look for the area of the system for which the new feature was developed. If the feature is activated by a setting, you will likely find it in a subtab of the major area.
  • If a feature you want is not in Beta and you cannot find it in Settings, please call us at 385-404-6200 and use option 2 for Support and one of our team members can work with you to see about getting the feature activated for you.

 

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