Advanced Merchant Pocket Merchant Betriebsanweisung

Meritus PC User Guide and Tutorial Payment Solutions that do more for business Release Version 2.01 for Windows XP, Vista, Window 7

Meritus PC • User Guide and Tutorial • 2.01 page 6 First Time Setup and Software Activation When you start Meritus PC for the first time, th

Meritus PC • User Guide and Tutorial • 2.01 page 7 Adding your Merchant Account In most cases when you start Meritus PC, you will be asked t

Meritus PC • User Guide and Tutorial • 2.01 page 8 Activating the Meritus PC Software Once you have set up your primary merchant account, it

Meritus PC • User Guide and Tutorial • 2.01 page 9 Setting up Devices When you start Meritus PC for the first time, you will be asked to set

Meritus PC • User Guide and Tutorial • 2.01 page 10 Card Reader Meritus PC works with most serial, USB, Keyboard, and Bluetooth 2 and 3 trac

Meritus PC • User Guide and Tutorial • 2.01 page 11 Receipt Printer Meritus PC can work with most graphics-capable printers and a select num

Meritus PC • User Guide and Tutorial • 2.01 page 12 Signature Pad Meritus PC works with the SigGem 1x5 Topaz HSB Series signature pads which

Meritus PC • User Guide and Tutorial • 2.01 page 14 Meritus PC Screen Layout The Meritus PC screen will automatically default to the sales s

Meritus PC • User Guide and Tutorial • 2.01 page 15 Screen Layout Control Menu The control menu gives access to the Meritus PC Help file,

End-User License Agreement This Advanced Merchant Solutions, Inc. End-User License Agreement (EULA) is a legal agreement between you (either an

Meritus PC • User Guide and Tutorial • 2.01 page 16 Locking the Software Meritus PC includes a quick locking feature that allows your sales

Meritus PC • User Guide and Tutorial • 2.01 page 18 Sales Screen The Sales Screen is where you will spend most of your time inside Meritus P

Meritus PC • User Guide and Tutorial • 2.01 page 19 Locking the Screen Meritus PC comes with a software screen lock feature. The Lock Screen

Meritus PC • User Guide and Tutorial • 2.01 page 20 Transaction Manager While it is recommended that you use the online Payment XP account t

Meritus PC • User Guide and Tutorial • 2.01 page 21 Selecting Date Ranges When first entering the Meritus PC Transaction Manager, the date r

Meritus PC • User Guide and Tutorial • 2.01 page 22 Selecting and Sorting by Sales Criteria Meritus PC contains two sales criteria:  Sale

Meritus PC • User Guide and Tutorial • 2.01 page 23 Exporting Transaction Data Meritus PC allows you to export the current data in the Trans

Meritus PC • User Guide and Tutorial • 2.01 page 24 Program Settings Devices To open the Device selection screen choose Program Settings >

Meritus PC • User Guide and Tutorial • 2.01 page 25 Setting up receipt Headers and Footers The first time you add a new merchant account Meri

Meritus PC • User Guide and Tutorial • 2.01 page 26 Printing Service Receipts Turn this feature on when you want to print out unapproved rece

Meritus PC • User Guide and Tutorial • 2.01 page 27 When setting up your Bluetooth connection, the following information may be required: 

Meritus PC • User Guide and Tutorial • 2.01 page 28 Debit Pinpad This device is currently not supported for your Merchant provider. Signa

Meritus PC • User Guide and Tutorial • 2.01 page 29 Company Information To open the Company screen select Program Settings > Company from

Meritus PC • User Guide and Tutorial • 2.01 page 30 Changing your Merchant Account Password The Merchant Account password is kept on file at

Meritus PC • User Guide and Tutorial • 2.01 page 31 Updating the DBA Name For security reasons the DBA (Doing Business As) name cannot be ch

Meritus PC • User Guide and Tutorial • 2.01 page 32 Preferences To open the Preferences screen select Program Settings > Preferences from

Meritus PC • User Guide and Tutorial • 2.01 page 33 Actions When using the action keys, it is recommended that you first save any sales trans

Meritus PC • User Guide and Tutorial • 2.01 page 34 Common Sales Preferences The Display Sales Data Summary will display a summary of the sal

Meritus PC • User Guide and Tutorial • 2.01 page 35 Printer The Printer tab contains the same information that can be found on the Printer s

Table of Contents Welcome Online Support ...

Meritus PC • User Guide and Tutorial • 2.01 page 36 Message Prompts The Message Prompts tab contains both notifications and confirmations.

Meritus PC • User Guide and Tutorial • 2.01 page 37 Services To open the Services screen select Program Settings > Services from the Meri

Meritus PC • User Guide and Tutorial • 2.01 page 38 Online Tools The Online Tools ribbon contains links to various merchant processing and i

Meritus PC • User Guide and Tutorial • 2.01 page 40 Tutorials The following tutorials are included…  Processing a Sales Transaction  Is

Meritus PC • User Guide and Tutorial • 2.01 page 41 Processing a Credit Card Sale This tutorial assumes the following:  Your Merchant acc

Meritus PC • User Guide and Tutorial • 2.01 page 42 5. Swipe your credit card. If you are keying the information in, click on the cancel but

Meritus PC • User Guide and Tutorial • 2.01 page 43 8. If the Information Complete message appears, click Yes. Click No to add additional in

Meritus PC • User Guide and Tutorial • 2.01 page 44 10. Meritus PC will display a message indicating that it is connecting with the bank to a

Meritus PC • User Guide and Tutorial • 2.01 page 45 Issuing a Void or Credit In some cases you will need to issue a void or credit to the cu

Meritus PC • User Guide and Tutorial • 2.01 page 1 Welcome Welcome to Meritus PC. Meritus PC is a Windows-based software product that allows

Meritus PC • User Guide and Tutorial • 2.01 page 46 2. Select an approved sale. When an approved sale is selected, a Void/Credit button appe

Meritus PC • User Guide and Tutorial • 2.01 page 47 5. If the Confirm Issue Void after Batch Check notification prompt is set on from the Pr

Meritus PC • User Guide and Tutorial • 2.01 page 48 Adding/Removing Users In this tutorial you will add two users (Dick and Jane) with diffe

Meritus PC • User Guide and Tutorial • 2.01 page 49 6. Click on the Sales Only item. This quickly changes the security settings to the cor

Meritus PC • User Guide and Tutorial • 2.01 page 50 10. Click on General Rep. Your screen should look similar to the one displayed below.

Meritus PC • User Guide and Tutorial • 2.01 page 51 Trouble-Shooting Pairing the Pocket Spectrum with a Bluetooth Device To correctly pair

Meritus PC • User Guide and Tutorial • 2.01 page 52 Installing the Windows Generic Text Only Printer Driver To install the Generic Text Only

Meritus PC • User Guide and Tutorial • 2.01 page 2 Program Requirements In order to use Meritus PC your computer must meet the following req

Meritus PC • User Guide and Tutorial • 2.01 page 4 Installation and Setup Before installing Meritus PC, make sure that you have read the PA-

Meritus PC • User Guide and Tutorial • 2.01 page 5 Installing the Topaz Signature Pad Drivers If you are using the Topaz Signature Pad to ta