May Release Notes

May 14, 2024

Required POS Build: 10107

Required iOS Build: 1.0.30

🚀 New Features:

Register Lite

A simplified cash register this feature enables merchants to effortlessly manage their inventory by adding items manually or scanning product codes with the built-in scanner. They can easily include or exclude items from the cart, generate detailed itemized lists displaying both cash and card prices, provide discounts on products, and enjoy additional functionalities. Register Lite fully supports all fee types.

How to enable:
  • From the ISO login, go to S.T.E.A.M, then Edit Parameters

  • Search and select the TPN from the search box.

  • Click on edit parameters → Value Add → Register Lite Enable

💡Note: It’s important to note that the fee percentage and tax set in the ISO account of the
iPOSpays portal don’t apply to Register Lite. This percentage is specifically for
standalone payment terminal transactions.

How to setup:
  • Login to the iPOSpays portal using a merchant account. (Or proxy login)

  • Click on inventory.

  • Select the action button and select settings.

  • From the inventory settings, go to pricing, the default price entry mode will change depending on the fee type you are using:

    • For custom fee, surcharge, tender based pricing and dual pricing → select Cash

    • For True Cash Discount → select Card

  • Select taxes in order to confiture the tax options. Enter a custom name for the tax (ej. city tax, state tax), enter the tax percentage and select tax type if state or local. You can add another tax by clicking the plus icon next to “Taxes”. Click save for the changes to take effect

  • Add items to the inventory. Click on the action box and click on “Add items”.

  • Enter the product name and the product code. Enter the Cash price and the system will automatically calculate the card price. Chose tax, add a description of the product, unit of measure from the drop-down and the commodity code from the drop-down.


❓ How to add items using Register Lite on a payment terminal:
  • From the payment screen, click on the cart icon to access Register Lite

  • Any item that was added to the inventory from the merchant account of the iPOSpays portal will be displayed here. If you have added more items from the portal, click on refresh, and the inventory will also be automatically updated here.

  • To add items, click on the action box. and choose Add item.

  • Enter the product name. If you wish, you can scan the barcode from the product to get the product code. Or you can just enter them manually. You can even customize the product description. Based on the entered card price the system will calculate the discounted cash price.

  • Next, choose a suitable unit of measure from the drop-down menu. Choose a commodity code from the drop-down menu.

  • Finally, select the tax amount to be added to the item. Once you’re done, click on the ✅ icon to add the item to the inventory.


❓ How to make a transaction using Register Lite on a payment terminal:
  • From the Register screen, click on “Add” to add the items to the cart.

  • You can add as many items as you want. If you wish, you can provide a discount using the “Discount” button. You can provide the discount either as a percentage or a fixed amount.

  • Click on “>” to proceed.

  • The card price and cash price will be displayed on the breakup screen. Click on “CHECK OUT” to proceed with the transaction.

  • If tip is enabled for the TPN, then the tip screen will appear. The customer can then provide a tip of their choice.

  • Both the card price and the discounted price will be displayed in the Sale section. The true cash discount program will provide a discount for cash payments. The customer can then choose their preferred mode of payment. Once they select the payment mode, complete the transaction as you normally would.


Deep Linking on IPOSgo! for iOS

We’ve launched a new API for Deep Linking Integration that lets the Invoking app use iPOSgo! for accepting payments. In designing the API, our goal was to make it simple, intuitive, and predictable. We do our best to adhere to common open and widely accepted standards, including WRAPPER CLASS for access, JSON format for the data, and Basic Authentication and Authorization.

View the documentation here!

Server Report

This functionality allows merchants to effortlessly associate a server’s ID with each transaction, enabling convenient access to the transactions handled by each server.

This feature is accessible from the “Show/Settle Batch” and Reports sections. Within the Show/Settle Batch option, merchants can utilize the Server Report filter to locate all transactions linked to a specific server’s ID.

Moreover, this option is available in both the Open and Closed Batch sections of Reports. For ease of use, the server ID is prominently displayed at the top of each transaction.

How to enable:
  • Click on the Favorites icon → Reports → Open Batch → Server Report → The tag value will be displayed on top of the associated transaction.

  • Close Batch → Most Recent Batch/Last Few Batches → Server Report → The tag value will be displayed on top of the associated transaction.

  • Click on the Favorites icon → Show/Settle Batch → Batch Filter → Enter the Server ID/Clerk ID to retrieve the relevant transactions.


Multi Refund

Multi Refund feature will allow users to issue up to three refunds for a sale transaction as long as the total amount of all refunds does not exceed the original sale total amount. This feature can only be accessed from the iPOSpays portal. Previously, the system only allowed one refund per transaction.

How to enable (for new merchants)
  • To enable this feature during the onboarding process, click on the “Modules and privileges” drop-down menu → Go to Transaction → Scroll down and click to enable “Multi Refund.”

(for existing merchants)
  • Go to the “Merchants” tab.

  • Search and select the merchant using the search box for which you wish to enable this feature.

  • Click on the merchant DBA and select “Edit Merchant.”

  • Click on the “Modules and privileges” drop-down menu -> Go to Transaction -> Scroll down and click to enable “Multi Refund.”


🔧 Enhancements

GHPP customizable tag

Include a customizable tag when creating a Generic Hosted Payment Page (GHPP). Merchants can now add a custom tag within the GHPP and label it according to their preferences directly from the iPOSpays portal. Additionally, they have the flexibility to configure it as either optional or mandatory for completing the transaction.

How to use:
  • Login to the iPOSpays portal using a merchant account.

  • Go to Settings → Generate Payment Form → (choose a TPN from the dropdown) → Under shorten URL, name the custom field where it’s labeled as GHPP Tag.

  • Click Save for the changes to take effect.


Surcharge limit

This update will allow you to maintain the percentage without rounding off decimal points. Also, ISOs will now only be able to set the Surcharge fee to a maximum of 3%, which cannot be exceeded. This policy applies to all of our payment terminals and CloudPOS transactions.

How to enable:
  • From your ISO account go to S.T.E.A.M → Edit Parameters.

  • Search and select the TPN from the search box → Edit Parameter → Fee tab → Surcharge → Set the fee percentage and click Save for the changes to take effect.


Updated customer support contact

This update has changed the customer support details found in the terms and conditions of Paya ACH in Send Payment Link transaction. The updated customer support contact details include the store’s phone number and email address.

Accurate store name & address

Before this update, when the merchant sent a payment link to the customer, the email containing the payment link would feature the merchant’s email and address. Similarly, this information was reflected in the invoice issued upon completing the transaction. This update replaces the merchant’s email and address with the store name and address for enhanced clarity.

Custom Fields in Paya ACH Transactions

This update introduces the inclusion of custom fields in the Paya ACH transactions. These fields are available on the “Pay Now” screen and the payment page when using the “Send Payment Link” feature. This enhancement enables merchants to incorporate additional custom fields alongside the existing ones on the payment page. In addition, the fields support Alphanumeric characters as well.

How to use:
  • Login to the iPOSpays portal using a merchant account.

  • Go to → CloudPOS → Payments → (choose a TPN from the drop-down menu)

  • Enter the amount → ACH → Enter the desired text in the custom fields.

  • Complete the transaction.


Enhanced invoice retrieval for QuickBooks integration

Previously, merchants using QuickBooks integration could only search for invoices by entering a specific invoice number. This update introduces a new way to find invoices: search by customer name.

Now, merchants can easily view and retrieve pending invoices associated with a particular customer. This allows them to:

  • Identify customers with outstanding balances.

  • Process transactions efficiently.

The overall process remains the same. Once you find the invoice using the customer’s name, you can complete the transaction as usual.

❓How to Use:
  • Login to the iPOSpays portal using a merchant account

  • Click on CloudPOS, then Payments.

  • Search and select the TPN from the drop-down menu.

  • Enter the customer’s name in the “Customer Name” field.


Transaction summary in batch report

This update introduces a new feature to the Batch Report: the ‘Transaction Summary.’ Now, in addition to the store and batch summaries, you’ll have a detailed breakdown of every transaction from each store. This summary neatly organizes essential information like transaction type, ID, external reference ID, amount, and more, offering a clear and thorough overview of the transactions.

❓How to Use:
  • Login to the iPOSpays portal using a merchant account.

  • Go to Reports → Batch Reports → Action Box → Download.

  • Inside the Excel file click on “Transaction Summary.”


🐛Bug Fixes

Invoice Pending Icon

Previously, there were instances where merchants completing an ACH transaction found that the invoice status remained pending. This update resolves that issue, ensuring the invoice status accurately reflects the transaction status.

Delete cards for store manager

Before this update, when merchants logged into the iPOSpays portal with a store manager login and attempted to use the ‘Delete card’ button, there were instances where it didn’t respond as expected. This update addresses the issue, ensuring the button now functions reliably.