You can use the Virtual Terminal in the Roc Services web portal to run a referenced refund. Log in to https://services.rocpos.com/login. From the navigation menu, select Virtual Terminal, and then select Transaction History. (Optional) In the search box, enter the date of the transaction. Select the transaction that you want to refund. Select Refund...

To access the internet, you can connect your device to a wired network or a wireless network. Connect to a wired network Plug an ethernet cable into the ethernet port on the Magic Box. Connect to a wireless network From the app screen, tap Settings . If you can't find Settings on the home screen, swipe left to the next screen.  Enter 350000. Tap Net...

Note: The steps in this article apply only to the web app.   You can add your own payment method that you can select on the checkout screen, for example, coupons. Log in to  https://services.rocpos.com/ . On the main menu, select Settings, and then select User Defined Payment Method. Select Edit, and then select Add New. In the Name text box, type t...

Charge your Chipper 3X, and then press the power button. If your Chipper 3X still doesn’t turn on, complete the following steps: Use a paperclip to press the reset button at the bottom of the Chipper 3X. Press the power button. ...

Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . On the main menu, select Settings, and then select Tax. Select Edit, and then select Add New. In the Tax Class Name text box, type the name of the tax. In the Tax Rate (%) text box, enter a value for the tax percentage. (Optional) To make this tax ...

After a customer approves an estimate, you can use the Roc Services web portal to convert the estimate to an invoice and send the invoice to the customer. To convert an estimate to an invoice and send it to a customer, complete the following steps: Convert an estimate to an invoice. (Optional) Send the invoice. Step 1: Convert an estimate to an invo...

When a cardholder disputes a transaction with their bank, they can file a chargeback. Chargebacks can affect your business in the following ways: Lost revenue and fees - When you receive a chargeback, we automatically deduct the transaction amount and a $25 non-refundable administrative fee from your account. Penalties and account closure - Every ch...

You can use the Roc Services web portal to create a subscription plan and assign it to one or more customers. With subscriptions, you can automatically collect payments from your customers on a recurring schedule. Note: Before you assign a subscription plan, you must add the customer. For more information about how to add a customer, go to Add a cus...

If your N950 device can't connect to your wireless network, make sure that the device is close to your router, and then try to connect to your network again. Note: If you have issues with your wireless network, you can try to use your mobile device as a hotspot.   ...

You can use Payroc Insights to download your statement as a PDF file. Note: Your statement is available on Payroc Insights from the 8th day of the month. If this day falls on a weekend or public holiday, your statement is available on the next working day.   Sign in to https://payroc.partnerengage.com. From the navigation menu, select Statements, an...

You can use the Self-Care Portal to create a one-time or recurring transaction report that you can email to one or more recipients. From the email that we sent you, you can download a ZIP file that contains the report in CSV format. To create and download a transaction report, complete the following steps: Set up the report. Add email recipients. Bu...

You can use the Roc Services mobile app to return the full amount of a completed transaction to the customer's original payment method. On the main screen, tap. From the navigation menu, tap Transaction History. Tap the transaction that you want to refund. Tap Refund. Tap Full Refund. (Optional) To send a receipt, tap Share Receipt, and then tap a r...

If a cardholder disputes a payment, the cardholder's bank can raise a chargeback or a retrieval request to reverse the payment. You can receive a chargeback for the following reasons: The cardholder's bank doesn't support retrieval requests and issues a chargeback. You don't respond to a retrieval request before the due date, and the dispute escalat...

The 1099-K form contains a summary of your transactions for the year, which can help you with your voluntary tax compliance. If there is an error on your 1099-K form, contact our Customer Support Team at 888-477-4500. Depending on your account settings, you can view your 1099-K form on Payroc Insights, or we can send a copy of the form to your addre...

Use the Roc Services web portal to create an estimate and send it to a customer for approval. Note: Before you create an estimate, you must add the customer. For more information about how to add a customer, go to Add a customer.   Log in to https://services.rocpos.com/login. From the navigation menu, select Estimates. Select Create New Estimate. In...

You can use the Roc Terminal+ web portal to view the details of your customers’ bank transfer payments, including transaction details, virtual terminal details, and customer details.  Log in to https://terminalplus.rocpos.com/login. On the side menu, select Transactions. Choose the type of transaction that you want to view: To view a one-time paymen...

Important: Only certain accounts can add their own logo to the Payroc App.   You can add your own logo to the Payroc App to create a seamless brand experience for customers. Your logo replaces the Payroc logo on the idle screen and in the header of other screens. Idle screen logo Header logo Before you begin Your logo's image files must meet the fol...

You can set up credit card surcharges to offset the cost of accepting credit card payments. When a customer pays with a credit card, you can apply a surcharge of up to 3% to the transaction. We offer RewardPay Choice, a credit card surcharge program that lets you customize the surcharge amount that you pass on to your customers. To set up RewardPay ...

Move the device closer to your router, and then try to connect to your network again....

On the main screen of the device, tap the Main Menu icon ≡. Tap SETTINGS. Tap UTILITY. Tap one of the following options: ENABLE SOUND — Turn on sound on the device. DISABLE SOUND — Turn off sound on the device....

You can use the Self-Care Portal to change the settings of a payment link. The changes you can make depend on the type of link you want to make changes to. You can change the following settings of a multi-use link: Expiration Date – Last date that the customer can use the link to make a payment. Create Secure Token from payment details – Indicates i...

Your statement contains a list of fees associated with your merchant account. There are four types of fees: Interchange fees Card association fees Payroc fees Miscellaneous fees Note: For more information about your statement, go to Understand your statement.    Interchange fees The cardholder’s issuing bank charges you an interchange fee when the c...

The cardholder's bank escalates a dispute to pre-arbitration after they review the evidence that you provided for the chargeback and still rule in the cardholder's favor. A dispute can enter pre-arbitration for the following reasons: Your evidence doesn't address the dispute reason. Your evidence is valid but insufficient. The cardholder provides ne...

You can apply a tax when you run a card or bank transfer sale on the virtual terminal. For more information about how to create a tax in the Self-Care Portal, go to Add a tax to the virtual terminal. You can apply a tax to the following transaction types: Card sale Bank transfer sale Card sale Log in to https://payments.payroc.com/merchant/selfcare/...

You can set up tip reporting on your payment device to track tips for individual staff members.  To set up tip reporting, complete the following steps: Enable tip reporting on your device. Add your staff members. Download updates to your device. Step 1. Enable tip reporting on your device Log in to https://terminalplus.rocpos.com/login. On the side ...

You can use the Roc Services web portal to view a summary of your transactions for a specific date or a date range. Log in to https://services.rocpos.com/login. From the navigation menu, select Reports. Select Transaction Report. (Optional) To view the transactions for a specific date or a date range, complete the following steps: Select , and then ...

Important: You can run bank transfer payments only if we have enabled it for your account.    You can use the virtual terminal in the Roc Terminal+ web portal to create a recurring bank transfer payment. With a recurring bank transfer payment, you can automatically collect payments from a customer on a regular schedule. Note: To create a recurring p...

Important: The images in this article are only for illustration purposes.    This article explains how to read your statement, which contains details about your transactions and the fees associated with processing transactions with us. For an overview about the types of fees in your statement, go to Fees in your statement.We produce two different st...

If the business information on your Payroc account doesn't match the Internal Revenue Service (IRS) records, this can trigger backup withholding. To stop backup withholding, update your business information with the IRS. To update your business information with the IRS, complete the following steps: Download Form W-9 from the IRS website. Complete t...

At the start of each month, you can download your statement from Payroc Insights. The statement you receive depends on your pricing structure and contains a list of fees associated with your account.  Statement A If you meet the following conditions, go to Statement A: You’re on one of the following pricing structures:  Interchange +  Tiered Pricing...

Important: The images in this article are only for illustration purposes.   This article explains how to read your statement, which contains details about your transactions and the fees associated with processing transactions with us. For an overview about the types of fees in your statement, go to Fees in your statement. We produce two different st...

Note: For more information about how to run a pre-authorization with our Payment Links feature, go to  Create and share a payment link .    To complete a pre-authorization, you need to capture it. To capture a pre-authorization, you need the order ID of the pre-authorization. Step 1: Locate the order ID On the side menu, select Customers, and then s...

You can use the Virtual Terminal in the Roc Services web portal to run a cash sale. To run a cash sale, complete the following steps: Open the Virtual Terminal. Add items to the order. Run the sale. Step 1: Open the Virtual Terminal Log in to https://services.rocpos.com/login. From the navigation menu, select Virtual Terminal. (Optional) To assign a...

You can use the Roc Services mobile app to save a customer's card to their profile when you run a manual card entry sale. After you save the customer's card, you can reuse the card for future transactions with the customer. Note: Before you run a sale, you must add the customer. For more information about how to add a customer, go to Add a customer....

To bring back the navigation bar, swipe up from the bottom of the screen.  To hide the navigation bar again, from the bottom-left of the screen, tap....

A dispute enters arbitration after our Risk Team reviews the case during pre-arbitration and decides to escalate the case to the card brand. During arbitration, the card brand reviews all evidence from you and the cardholder, and then makes a final decision. If the card brand rejects your evidence, you are responsible for arbitration fees. Because t...

  Important: If you don't respond to a retrieval request, it can escalate to a chargeback. If that happens, you can no longer submit evidence to challenge the chargeback.   A retrieval request is a request from the cardholder's bank for additional information about a transaction. It occurs when a cardholder contacts their bank about a transaction th...

After you run a sale, you can add enhanced data to the transaction at any time before it settles. Use one of the following methods: Add enhanced data from the receipt page. Add enhanced data to an open-batch transaction. Add enhanced data from the receipt page Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select...

Important: The steps in this article apply only if you have a KioSoft account.   You can run the Transactions Report in Payroc Insights to view your transactions for a specific location. Sign in to https://payroc.partnerengage.com. From the navigation menu, select Reports > Merchant Company > Transactions. (Optional) From the Merchant Company ...

If a cardholder disputes a payment, their bank can raise a retrieval request. If the cardholder’s bank raises a retrieval request, we send you an email that includes the transaction details, the reason for the request, and how long you have to respond.  Note: If you’re unsure about how to respond, contact chargeback@payroc.com for more assistance.  ...

You can use the virtual terminal in the Self-Care Portal to run a sale with bank transfer details, for example, ACH and PAD. Run a sale with ACH Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Virtual Terminal, and then select Bank Transfer Payment. From the Payment Type dropdown menu, select ACH. In the Am...

A credit card surcharge is a fee that you can add to a customer's order when they pay with a credit card. You use this fee to offset the processing cost of accepting credit card payments. The surcharge can't be higher than your actual credit card processing rate or greater than 3%. We offer RewardPay Choice, a credit card surcharge program that lets...

If your device can't connect to the 4G cellular network, you must check that you've inserted the SIM card correctly and that the access point name (APN) settings are accurate. Step 1: Check the SIM card Confirm that you've inserted the SIM card correctly. If you've inserted the SIM card correctly, complete the following steps to reboot the device: H...

If you have unpaid taxes, a tax authority such as the Internal Revenue Service (IRS) or your state's Department of Revenue can require Payroc to withhold your settlement funds. Unpaid taxes can result in a tax lien, which is a legal claim on your business property. If the lien remains unresolved, the tax authority can issue a levy to collect the amo...

If you can't connect your DX8000 device to your network, try the following ways to resolve the network connection issue. If you still can't connect your device to the network, contact our Support Team at 888.477.4510 or email support@rocpos.com. Note: You can use your mobile device as a hotspot until you have resolved your network connection issues....

You can use the Roc Services mobile app to view your past transactions for a specific date or within a date range. On the main screen, tap . From the navigation menu, tap Transaction History. (Optional) To view your transactions for a specific date or within a date range, complete the following steps: Tap [calendar icon]. On the From Date screen, ta...

Backup withholding occurs when the business information on your Payroc account doesn't match the information that the Internal Revenue Service (IRS) holds. This includes mismatches with the following: Taxpayer Identification Number (TIN) - Your business's tax identification number. This is either an Employer Identification Number (EIN) for registere...

The dashboard in Payroc Insights displays information about your settled transactions, including sales volume, transaction counts, and chargebacks. Sign in to https://payroc.partnerengage.com. From the navigation menu, select Dashboard. From the Merchant Company dropdown menu, select a merchant company. (Optional) From the Date Range dropdown menu, ...

Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . On the main menu, select Users, and then select Add New User. Enter the following details about the user: First name Last name Email address Phone number To provide the user with access to the web app, select Web Access. To provide the user with ac...

  Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . On the main menu, select Settings, and then select Discounts. Select Edit, and then select Add New. From the Discount Type menu, select one of the following discount types: PCT – Percentage discount AMT – Dollar amount In the Discount Code text b...

If a cardholder disputes a payment, their bank can raise a chargeback. If the cardholder's bank raises a chargeback, we send you an email that includes the transaction details, the reason for the chargeback, and how long you have to respond. Note: If you're unsure about how to respond, contact chargeback@payroc.com for more assistance.   To respond ...

You can set up InTouch Notifications in Payroc Insights to receive SMS and email alerts when you receive a new retrieval request or chargeback on your account. Each notification shows the amount that the cardholder is disputing for that transaction. Note: If you sign up for SMS alerts, your mobile carrier might charge standard text message and data ...

You can use the Virtual Terminal in the Roc Services web portal to create and send an invoice to a customer to request a payment. To create and send an invoice from the Virtual Terminal, complete the following steps: Open the Virtual Terminal. Add items to the invoice. Send the invoice. Step 1: Open the Virtual Terminal Log in to https://services.ro...

    If your N950 device doesn't turn on, try the following steps: Charge your device. Press and hold the power button for at least four seconds....

A dispute happens when a cardholder contacts their bank to question a transaction. Common reasons for a dispute include: The cardholder didn't recognize the transaction. The cardholder didn't receive the goods or services. The goods or services didn't match the description. To resolve the dispute, you need to provide evidence that the transaction is...

You can run the Transactions Report in Payroc Insights to view the details of your transactions. Note: After a batch closes, transactions might take up to 24 hours to appear on the report.   Sign in to https://payroc.partnerengage.com. From the navigation menu, select Reports > Merchant Company > Transactions. (Optional) From the Merchant Comp...

After you've updated the device settings on the Roc Terminal+ web portal, you must download the updates to the device to apply the changes. For multi-MID devices, you can: Download a parameter update to a child MID. Download a parameter update to all child MIDs associated with a parent MID. Download a parameter update to a child MID Note: To downloa...

You can run the PCI Compliance Report in Payroc Insights to check the Payment Card Industry Data Security Standard (PCI DSS) compliance status of your account. Note: You will receive email notifications from VikingCloud before your PCI compliance expires.   Run the report Sign in to https://payroc.partnerengage.com. From the navigation menu, select ...

Use the Self-Care Portal to run a card refund from the virtual terminal or from a closed-batch transaction. After you run a refund, the transaction type changes to REFUND. Note: If the transaction is in an open batch, you can void the transaction. For more information about how to void a transaction, go to Void a transaction.     Run a referenced ca...

Log in to https://terminalplus.rocpos.com/login. On the side menu, select Virtual Terminal. From the EPI dropdown menu, select the endpoint identifier (EPI) of your virtual terminal. Select MANAGE. Select the Recurring Billing tab.  (Optional) Search for the subscription using one of the following criteria: Payment ID Customer’s phone number Custome...

Go to https://payroc.partnerengage.com. Enter your email address. Enter your password. Select Sign in. Note:  If you've forgotten your password, go to Reset your password in Payroc Insights.  ...

You can use the Self-Care Portal to void a subscription payment that is in an open batch. Note: If the payment is in a closed batch, you can refund the payment. For more information about how to refund a payment, go to Refund a subscription payment.   Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customer...

On the main screen, tap . From the navigation menu, tap Customers. Enter the following customer details: First name Last name Email address Phone number Tap Add Customer....

You can run the Chargebacks / Retrievals Report in Payroc Insights to view your retrieval requests and chargebacks that cardholders raised against your account. Run the report Sign in to https://payroc.partnerengage.com. From the navigation menu, select Reports > Merchant Company > Chargebacks / Retrievals. (Optional) From the Merchant Company...

Go to https://giving.rocpos.com/login . Select Forgot password? Enter your email address. Select Send.  Find the password reset email that we sent you from noreply@mail.giving.rocpos.com . If you didn’t receive the email, select Resend link on the password reset page.  In your password reset email, select Reset Your Password. Enter a new password. F...

Go to https://payroc.partnerengage.com. Select Forgot password?. Enter your email address. Select Send reset link. Locate the password reset email that we sent to you from noreply@payroc.com. Note: If you don't receive the email after 15 minutes, check your spam folder. If you still can't locate the email, call 1-888-477-4500 or email cs@payroc.com....

You can use the Roc Services mobile app to run a sale with a card that you previously saved for a customer. Note: For more information about how to save a customer's card details, go to Run a sale and save the customer's card details.   To run a sale with a customer's saved card, complete the following steps: Assign a customer to the sale. Add items...

You can update the Doing Business As (DBA) name and DBA address for your merchant account: DBA name - Public-facing name of your business, such as the name on your storefront. Your DBA name can be different from your legal business name. DBA address - Physical location of your store or business where customers can purchase your goods and services. Y...

After a customer uses a payment link to make a payment, you can print a customer copy of the receipt or a merchant copy of the receipt. Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select Customers, and then select PayBylink. Locate the link that the customer used to make the payment. From the Action column, select , and ...

You can save items to your inventory so that you can quickly add them to a sale. Note: If you want to import an existing inventory or add multiple items, go to Manage your inventory.   The following table shows the details that you can add to an item:  Field  Required? Description Item Name Required Name of the item. SKU Optional Stock keeping unit ...

You can sync both card-present transactions and card-not-present transactions that you run on Roc Terminal+ with your QuickBooks account. Card-present transactions To sync the details of card-present transactions with QuickBooks, link your device to QuickBooks and then update your device. Link your device to QuickBooks Log in to https://terminalplus...

Find the welcome email that we sent you from noreply@mail.giving.rocpos.com . If you didn’t receive a welcome email, contact our Support Team at (615)-550-5523 or givingsupport@corecommerce.com . On the welcome email, select Finish Set Up. On the account registration page, create a password. For more information about passwords, go to Password best ...

Use the Self-Care Portal to configure your SMS alerts for specific payment processing events. For each alert, you can also set a threshold amount to control when we send the alert. The following table describes the SMS alert types that you can configure: Alert type Description Daily Net Sales Receive a daily summary of processing totals, including n...

Note: You can void a transaction only if it is in an open batch.   Tap Main Menu ≡. Tap PAYMENT > CARD > VOID. Type the password, and then tap Enter. The default password is the last four digits of the EPI, which the device displays on the screen. Type one of the following: Transaction number from the receipt. Last four digits of the card numb...

Use the Billing section to view and download your monthly invoices from Worldnet. Each invoice shows the Invoice ID, month, year, date issued, total amount, and payment status. Note: The Billing section is only visible to users with the Allow Billing permission. If you cannot see Billing in the navigation, contact your account administrator.   Log i...

What type of issue do you have? Processor   Gateway   Other       What does your merchant ID (MID) begin with? 52   1   7, 8, or 9   434, 5166, or 708   7641 or 8959   I don't know my MID     Which WorldPay support options do you need? Speak with a representative   Complete a voice authorization   Access my merchant account   Manage and validate PCI...

You can use the Roc Terminal+ web portal to configure how long your device stays on before the display turns off.  The minimum time you can set is 31 seconds, and the maximum time depends on the model of your device: Newland X800 devices - 9,999 seconds or 2 hours and 46 minutes Newland N950 or N950S devices - 600,000 seconds or 7 days Note: Any cha...

You can use the Self-Care Portal to delete a subscription. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, and then select Subscriptions. Locate the subscription that you want to delete. From the Action column, select , and then select Delete Subscription. On the confirmation screen, select OK....

You can use the Self-Care Portal to void a transaction that is in an open batch. After you void a transaction, its status changes to VOID. Note: If a transaction is in a closed batch, you can refund the transaction. For more information about how to refund a transaction, go to Refund a transaction.   Void a card transaction Sign in to https://paymen...

If you use the Self-Care Portal to email a payment link, you can view the link's share history. The share history includes information about when you sent the payment link and who you sent the payment link to. Note: If you use your own software to share a payment link, you can't view the share history.   To view the share history of a payment link, ...

You can use the Self-Care Portal to configure a Hosted Payment Page template to display enhanced data on your Hosted Payment Page. Important: When you edit a template, you can switch the template from the basic style editor to the advanced style editor. After you switch, you can't return to the basic style editor.   Log in to https://payments.payroc...

You can configure your payment device to split a payment between up to five customers. For each customer, you can adjust their payment amount as needed. When a customer pays, they are prompted to add a tip based on their split payment.  For each payment, the device automatically divides the remaining total evenly by the number of customers and displ...

You can use our Self-Care Portal to generate and share a payment link that your customer can use to pay for goods or services. When your customer selects a payment link, we direct them to a payment page to enter their payment details and complete the payment. You can also use the Self-Care Portal to track if the customer has used a payment link. In ...

Go to https://giving.rocpos.com/login . Enter your email and password.  Select Log In.  Note: If you forgot your password, go to Reset your Roc Giving account password.  ...

You can use the Self-Care Portal to refund a subscription payment that is in a closed batch. Note: If the payment is in an open batch, you can void the payment. For more information about how to void a payment, go to Void a subscription payment.   Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, a...

Note: The steps in this article apply only to the Roc Services web portal.   You can use Roc Services to create an appointment and send an estimate to a customer. After you complete the appointment, you can convert the estimate into an invoice and send it to the customer.  If you want to create an appointment and link it to an existing invoice, go t...

You can use the Roc Terminal+ web portal to configure your device or virtual terminal to automatically settle your batch at a specific time each day. You must set the settlement time in Eastern Standard Time (EST).   Log in to https://terminalplus.rocpos.com/login. On the side menu, select Device Management. (Optional) Search for your device or virt...

Note: The steps in this article apply only to the web app.   You can use Roc Services to edit the details of an appointment that you haven't yet completed or canceled.  You can't do the following actions when you edit an appointment: Change the assigned customer. Convert a recurring appointment into a one-time appointment. Assign an existing invoice...

You can use the Self-Care Portal to view the payment history for a subscription. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, and then select Subscriptions. Locate the subscription that you want to view the payment history for. From the Action column, select , and then select View Payment Hist...

You can use the Roc Terminal+ web portal to customize your receipt header and footer for your device or virtual terminal: Header - Include your business address and your contact information Footer - Include your business policy and a thank you message To customize the header and footer of your receipts, complete the following steps: Log in to https:...

  Important: To customize your campaign design, you must be an Org Admin or Manager.   When you create a campaign, we apply your organization’s default design template. If you don’t want to use the default design template, you can create a custom design for the campaign. To  create a custom design, complete the following steps: Select, and then sele...

Note: The steps in this article apply only to the web app.   You can use Roc Services to cancel or delete an appointment.  After you complete an appointment, you can’t cancel or delete it. You also can’t delete an appointment that is part of a recurring series. When you cancel an appointment, you can still view the appointment, but you can't edit it...

Set up your N950 device. Getting started Step 1. Charge your device Plug the USB-C cable into your device, and then plug the other end of the cable into a USB socket. Note: We recommend that you use the USB cable that came with your device.    Step 2. Turn on your device Press and hold the power button for four seconds. Step 3. Connect your device t...

Important: To share a campaign, you must be an Org Admin or Manager.   You can use the following options to share your campaign with your donors: URL – Web address of your campaign. Embeddable link – Short snippet of HTML code that you can add to your website. QR code – Image that your donors can scan to access your campaign. To share your campaign,...

Note: The steps in this article apply only to the web app.   The catalog contains items that you commonly sell. When you run transactions, you can use the catalog to quickly select these items. Before you add an item to the catalog for the first time, complete the following steps: Create a super category. Create a category. Add an item to the catego...

You can use Roc Services to set the default time that we send reminders to your customers before an appointment. We automatically apply this default reminder time to all your appointments. To change the default reminder time, complete the following steps: Log in to  https://services.rocpos.com/ . On the main menu, select Settings, and then select Sc...

You can export the details of your subscriptions to a CSV file. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, and then select Subscriptions. Select EXPORT AS CSV. In the CSV Export Settings section, choose the results that you want to export: Export displayed results - Export only the subscript...

Note: The steps in this article apply only to the web app.   The invoice contains links that your customer can use to pay the invoice by ACH or by card. You can also request a deposit from your customer. Create an invoice On the main menu, select  Invoices , and then select  Create New Invoice. From the Net Term menu, select the number of days until...

You can use the virtual terminal in the Self-Care Portal to run a bank transfer refund with Automated Clearing House (ACH). Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Virtual Terminal, and then select Bank Transfer Refund. From the Payment Type dropdown menu, select ACH. In the Amount box, enter the re...

Tap Main Menu ≡. Tap PAYMENT > CARD > TICKET. Type the capture amount, and then tap Enter. Type one of the following: Transaction number from the receipt. Last four digits of the card number. Tap Enter. Tap the pre-authorization that you want to capture. (Optional) Your device prompts your customer to provide the following: Signature Tip amoun...

Important: To update your organization information, you must be an Org Admin or Manager.    You can update the following information about your organization: Name Email address Website Business address Phone number Time zone Tax ID To update information about your organization, complete the following steps: Select> Settings > Organization. Upd...

Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . On the main menu, select Schedule.  Select the appointment that you want to view.  (Optional) To view more information about the appointment, complete one of the following steps: If you have completed or canceled the appointment, select View Detail...

You can use the Roc Terminal+ web portal to configure a device to calculate change automatically when you run a cash sale.  Note: For devices that run on V1.0.14RT or later, the receipt displays the cash amount that the customer paid and change due.   Log in to https://terminalplus.rocpos.com/login . On the side menu, select Device Management. In th...

Important: To add a campaign, you must be an Org Admin or Manager.   Select> Campaigns > Add New Campaign. Enter a campaign name. Enter the dollar amount that you want to raise for this campaign. Select Save....

You can use the Self-Care Portal to create a subscription. Note: Before you create a subscription, you must create a secure token and create a subscription template.   You can create a subscription in one of the following ways: Create a subscription from the Subscriptions page. Create a subscription from the Secure Tokens page. The following table d...

View your 1099-K form Note: To check that you have consented to view your 1099-K form on Payroc Insights, go to Consenting to a paperless 1099-K form.   To view your 1099-K form on Payroc Insights, complete the following steps: Sign in to https://payroc.partnerengage.com.  On the side menu, select Statements, and then select 1099-K Reporting. 3. To ...

You can use the Self-Care Portal to set the time that we automatically close your batches for card transactions.  To update the auto-batch time, complete the following steps: Log in to https://payments.payroc.com/merchant/selfcare/. On the side menu, select Settings, and then select Terminal.  In the Batch Time box, enter the time that you want us t...

You can use the Roc Terminal+ web portal to configure how your device prompts your customer for their signature during a sale. If you require a signature, you can choose to print a signature line on receipts, prompt for a signature on the device screen, or request a signature based on the cardholder’s verification method (CVM).  Log in to https://te...

Note: The steps in this article apply only to the web app.   You can use Roc Services to update the customer’s details, such as their name, email, and phone number.    To edit a customer's details, complete the following steps: Log in to  https://services.rocpos.com/ . Select the first name of the customer that you want to edit.  Select Edit. To edi...

You can use the Roc Terminal+ web portal to combine batch reports from multiple devices and virtual terminals into one report. When you export the combined report, the web portal generates a ZIP file that contains the report in CSV format.  Note: You can’t print a combined batch report from your device.   Log in to https://terminalplus.rocpos.com/lo...

You can use the Self-Care Portal to edit the details of a subscription. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, and then select Subscriptions. Locate the subscription that you want to edit. From the Action column, select , and then select View. Edit the details of the subscription. Select...

If you forgot your password, complete the following steps: Select Forgot Password?. Enter your email address. Select Send Email. We then send you an email that contains instructions to reset your password. Video tutorial...

Note: You can’t share an expired payment link or a single-use payment link that a customer has used. For more information about the status of your payment link, go to View your payment links.   You can use our Self-Care Portal to email a payment link, or you can use the link's assets we create in your own software to share the link. If you use our S...

Delete a user to remove their access to the Self-Care Portal. We store deleted accounts on our system for auditing purposes, but they no longer appear in the user list. You can’t log into the Self-Care portal using a deleted account. Note: If you delete a user, you can't undo it from within the portal. If you delete a user by mistake, call 1-888-477...

You can update the following information in your Roc Giving account: Your first name  Your last name Your email Your phone number To update your information, complete the following steps: Select your profile logo . Select Edit.  Update your information. Select Save. Note: To change your password, go to Change your Roc Giving account password.  ...

Important: To deactivate a campaign, you must be an Org Admin or Manager.   When you deactivate a campaign, donors can no longer view the campaign, and you can no longer share the campaign. However, you can still view the campaign data. Select, and then select Campaigns. From the list of campaigns, locate the campaign that you want to deactivate. Fr...

Set up your Chipper 3X device to run transactions with the Roc Services mobile app. Note: To download a printable version of this guide, select the following link: Chipper 3X Quick Start Guide   Your new device Getting started To set up your Chipper 3X, complete the following steps: Step 1. Charge your Chipper 3X. Step 2. Install the Roc Services ap...

Note: The steps in this article apply only to the web app.   You can use Roc Services to edit a user's details and their privileges. To view the list of user privileges, go to User privileges. Edit a user's details Log in to  https://services.rocpos.com/ . On the main menu, select Users. Select the first name of the user that you want to edit.  Edit...

You can use the Self-Care Portal to view a list of payments that your customers made through a payment link. Note: For single-use links, only one transaction appears in your payment history.   To view the payment history of a payment link, complete the following steps: Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select C...

Use the Self-Care Portal to deactivate a payment link. When you deactivate a payment link, its status changes to Cancelled, and you can't reactivate or share the payment link. However, you can still view its details, payment history, and share history.   To deactivate a payment link, complete the following steps: Sign in to  payments.payroc.com/merc...

You can use the Roc Terminal+ web portal to add custom fields to a sale to collect additional information, for example, invoice number. The information from custom fields appears on receipts and in the transaction history in the web portal. Custom fields capture only the information that you enter during a sale. Roc Terminal+ doesn’t process or trac...

Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . On the main menu, select Customers. Select the first name of the customer. Select the Appointments tab.  (Optional) To view the appointments over a range of dates, complete the following steps: Select the date. Choose the date range. Select Apply. ...

Log in to https://terminalplus.rocpos.com/login. On the side menu, select Settings. Select the Product tab. (Optional) Search for the item. You can search by: Name  SKU  Description From the item row, select, and then complete one of the following actions: To edit an item: Select Edit. Edit the item details. Select UPDATE. To duplicate an item:  Sel...

Note: The steps in this article apply only to the Roc Services web portal.   You can use Roc Services to create an appointment and link it to an invoice that you previously created.  If you don't have an existing invoice, go to Create an appointment and send an estimate.  To create an appointment and link it to an existing invoice, complete the foll...

Select your profile logo. Select Edit, and then select Change Password. In the Current Password box, enter your current password.  In the New Password box, enter a new password. For more information about passwords, go to Password best practice .  In the Confirm New Password box, reenter your new password. Select Submit....

You can use the Roc Terminal+ web portal to configure how your device handles receipts during a sale. You can configure the following receipt settings: Delivery options - Choose how your customers receive receipts. You can print paper receipts, send receipts by email and SMS, or do both. Signature options - Choose how your device requests customer s...

You can use the Self-Care Portal to place a temporary hold on a customer's card for an estimated amount. After you create a pre-authorization, you can capture the payment to complete the transaction. To create and capture a pre-authorization, complete the following steps: Create a pre-authorization. Capture the pre-authorization. Step 1: Create a pr...

Note: The steps in this article apply only to the Roc Services web portal.   After you attend an appointment, you can use Roc Services to complete the appointment and choose how you want to handle the estimate or invoice.  When you complete an appointment, the appointment status changes to Completed and we notify the customer. The steps that you nee...

Important: To reactivate a campaign, you must be an Org Admin or Manager.   Select, and then select Campaigns. From the list of campaigns, locate the campaign that you want to reactivate. From the Status column, select Archived. To reactivate the campaign, turn on the Archived toggle. Select Save. ...

Use the Roc Terminal+ web portal to configure your payment device to accept tips from customers. You can set up tips in one of the following ways: Prompt for tips during a sale - Devices prompt your customers to add a tip before they make payment. Use tip prompts if you are a retail business, for example, you have a cafe or a convenience store. Adju...

Use voice authorization to authorize a sale or to perform an address verification (AVS) check over the phone. You can use voice authorization when your payment device is unavailable or when a transaction needs additional verification. Before you call, you need the following information: Your merchant ID (MID) The customer's payment details The steps...

Note: The steps in this article apply only to the web app.   The net term for invoices is the number of days that you expect customers to pay their invoice within, for example, if the net term is 30 days, your customer has 30 days to pay the invoice. When you create an invoice, you select the net term from a list of options. To add a net term to the...

Important: To add a team member in Roc Giving, you must be an Org Admin or Manager   Select > Settings > Team.  Select Add Team Member.  Enter your team member’s first name.  Enter your team member’s last name. Enter your team member’s email address.  In the Role box, select one of the following roles for your team member: Manager – They can a...

To download a printable copy of the DX8000 Quick Start Guide, select the following link: DX8000 Quick Start Guide Your new device Figure 1. App screen Figure 2. Hardware components Getting to the App screen To return to the Home screen, tap Home . To view the App screen, swipe left. Figure 3. Your device starts on the Home screen.   Figure 4. Moving...

Important: If a card is blocked by a processing rule, you can't unblock it in the Self-Care Portal. To unblock the card, contact your administrator to update the processing rule or contact our Support Team at 888.477.4500.   If you’ve previously blocked a customer’s card, use the Self-Care Portal to unblock the card. Before you unblock a card, make ...

You can select an item from the catalog or use the Quick Charge tab to enter a custom amount. Use the catalog On the main menu, select  Virtual Terminal , and then select  Catalog. Select the category, and then select the item that you want to add. (Optional) Repeat Step 2 to add other items. Select  Charge. Select the payment method, and then follo...

Tap ⋮, and then tap Terminal Settings. Enter your supervisor credentials. Tap Supervisor Id, and then enter your user ID. Tap Supervisor Password, and then enter your password.  Tap Login. From the Set Print Mode dropdown menu, select one of the following options: Cardholder Receipt only - Your device automatically prints a customer copy of the rece...

To turn on your device, press and hold the power button for four seconds. ...

You can use the virtual terminal in the Roc Terminal+ web portal to edit the details of a customer’s subscription, for example: Subscription details Notification preferences Card details Billing and shipping details To edit the details of a subscription, complete the following steps: Log in to https://terminalplus.rocpos.com/login. On the side menu,...

Swipe down twice from the top of the screen. Move the slider to the left or right to adjust the brightness of the screen. To return to the home screen, tap Home.     ...

You can use the Self-Care Portal to block a customer’s card to prevent them from using it in future transactions. You can block a card only after the customer has used it and the transaction is in an open batch or a closed batch. The steps you need to follow depend on the type of batch that the transaction is in: Open batch Closed batch Open batch S...

Tap ⋮, and then tap Main Menu. Tap Transaction Reports. Tap the type of transaction report that you want to view. Open Batch - View the transactions from an open batch. Shift - View the transactions from your shift. Daily - View the transactions from a specific day. Closed - View the transactions from a closed batch. (Optional) To view more details ...

From the app screen, tap Settings. If you don't see Settings on the home screen, swipe right to the next screen.  (Optional) Type 350000. Tap Battery. Tap Battery Percentage. To return to the home screen, tap Home.     ...

You can use the Self-Care Portal to search for a card transaction or a bank transfer that is in an open or closed batch. Before you begin your search, you need to know if the transaction is in an open or a closed batch and if it’s a card transaction or bank transfer.  After you’ve identified the batch and transaction type, go to one of the following...

Charge your device for at least three and a half hours. Press and hold the power button for four seconds....

Important: To update your campaign name, you must be an Org Admin or Manager.   Select, and then select Campaigns. From the Campaign Name column, select the campaign name.  Select Edit . Enter a new name. Select Save .  ...

Important: You can switch between different MIDs only if you have a multi-MID account.   To switch to your MID on your device, complete the following steps: From the home screen, tap Main Menu ≡ > Settings > Select MID.  From the list of MIDs, tap the MID that you want to switch to. 3. Enter your password, and then tap Enter. The default passw...

Tap Main Menu ≡. Tap PAYMENT > CARD > AUTH. Type the pre-authorization amount, and then tap Enter. Ask your customer to swipe, insert, or tap their card. To manually enter the card details, tap Enter Manually. Select a receipt method.  To print a physical copy of the receipt, tap Print receipt.  To send a digital copy, enter your customer's mo...

Connect the USB charging cable to the power adapter. Plug in the power adapter to a wall outlet. Connect the USB cable to the charging port on the side of your device.  If your device still doesn’t charge, contact us. Use the USB charging cable that we supplied with your device. Check that you have fully inserted the USB charging cable into your dev...

If you can't print receipts from your AXIUM DX8000 device, but you can still process payments, complete the following steps: Check that you are using the correct receipt paper. The receipt paper is thermos-reactive and 58mm x 40mm in size. Check that you have installed the receipt paper correctly. For more information about how to replace your print...

You can use the Self-Care Portal to add enhanced data to a new or existing subscription. Add enhanced data to a new subscription Log in to https://merchants.worldnetpayments.com/selfcare/. From the navigation menu, select Customers, and then select Subscriptions. Select Create Subscription. Enter the details of the subscription, and then select SAVE...

Note: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . On the main menu, select Settings, and then select Predefined Tips. Select Edit, and then select Add New. In the Tip Label text box, type the name of the tip amount. In the Value (%) text box, enter a value for the tip amount. To allow your custome...

You can use the Self-Care Portal to view a list of payment links that you’ve created.  To view your payment links, complete the following steps: Sign in to payments.payroc.com/merchant/selfcare/. From the side menu, select Customers, and then select PayByLink. (Optional) Use the filter to locate a payment link. You can select SAVE to save your filte...

  Getting started Step 1. Connect the power cable Remove the battery cover. Insert the power cable into your device. Place the power cable in the cable organizer. Replace the battery cover. Insert the plug into a power outlet. Step 2. Turn on your device Press and hold the power button for four seconds. Step 3. Connect your device to your network Yo...

If your mobile device can’t detect your Chipper 3X, complete the following:  Press the power button on your Chipper 3X. Make sure that your Chipper 3X is within range of your mobile device. Charge your Chipper 3X.  Note: Your Chipper 3X turns off if you haven’t used it for five minutes.  ...

If your DX8000 device doesn't turn on, try the following steps: Charge your device with the USB charging cable that comes with your device.  Unplug the power cable from the device, wait for ten seconds, and then re-insert the power cable. If the device still won't turn on, contact our Support Team at 888.477.4510 or email support@rocpos.com. ...

Note: The DX8000 uses thermal printer paper that is 58mm x 40mm.   Lift and pull the flap to open the printer cover.   Remove the empty roll. Insert the new roll of printer paper. Close the printer cover.       ...

Tap Main Menu ≡. Tap PAYMENT > CARD > PRESALE. Type the presale ticket amount, and then tap Enter. Tap OK. (Optional) Your device prompts your customer to provide a tip amount. Tap Enter....

Important: You can add or remove MIDs only if you have a multi-MID account.   To add or remove a MID from your account, contact our Customer Support team at 888.477.4500 or email cs@payroc.com....

Set up your X800 device with Roc Terminal+. Getting started Step 1. Charge your device To charge your device, you can use the docking station or use a USB-C cable. Use the docking station Plug the docking station into a power outlet. Place your device on the docking station. Use a USB-C cable Insert the USB-C cable into USB-C port on the side of you...

Tap Main Menu ≡ > Settings > Change MID.  From the list of MIDs, tap your MID.  Tap Forgot Password. We send you a one-time password (OTP) by email and SMS.  Enter the six-digit OTP, and then tap Enter.  Enter your new password, and then tap Enter.  Re-enter your new password, and then tap Enter.  After you reset your password, your device ret...

Notes: The steps in this article apply only to the web app.   Log in to  https://services.rocpos.com/ . On the side menu, select Customers. In the Add Customer section, enter the following details about the customer: First name Last name Email address Contact number Select Add Customer. Video tutorial...

Set up your P180 PIN pad with your N950-S device. Connect the PIN pad to your N950-S Power off your N950-S. Remove the back cover of the N950-S. Connect the adapter cable to the USB-C port on the back of the N950-S. Connect the cable from the PIN pad to the USB-A port on adapter cable. Reattach the back cover of the N950-S. Power on the N950-S. If y...

After a customer makes a payment through a payment link, we automatically email the customer a copy of the receipt. If the customer didn’t receive the receipt, you can resend it. To resend a copy of the receipt to the customer, complete the following steps: Sign in to  payments.payroc.com/merchant/selfcare/ . From the side menu, select Customers, an...

You can connect your device to either a wireless network or a wired network. Connect your device to a wireless network From the home screen, tap Main Menu ≡. Tap Settings, and then tap WiFi Config. Tap the name of your wireless network. Type the password for your wireless network. Tap Connect. Connect your device to a wired network Remove the batter...

When you add a new user to the Payroc app, you must choose the type of user that you want to add. The Payroc app supports two types of users: Supervisor - A supervisor can run all transactions and update settings in the Payroc app. Clerk - A clerk can run sales and view transactions, but they can't void transactions, run refunds, or change any setti...

To turn off your device, press and hold the power button for four seconds, and then tap Power off....

Use the virtual terminal in the Roc Terminal+ web portal to create a subscription with a customer's card details. With a subscription, you collect payments from a customer on a regular schedule. Note: To create a recurring payment with bank account details, go to Create a recurring bank transfer payment.   Create a subscription  Log in to https://te...

Important: To configure your campaign settings, you must be an Org Admin or Manager.   To change how your donors interact with your campaign, you can configure the following settings: Payments tab – Set donation amounts, enable recurring donations, enable pledges, add funds, or customize the donation button text.  Options tab – Redirect donors to yo...

Update a user's profile or permissions from the Users settings page. You can change any field except the username — usernames cannot be modified after an account is created. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Settings, and then select Users. In the user list, select the username of the user you...

Go to https://payments.payroc.com/merchant/selfcare/. Enter your merchant ID.  Enter your username.   Enter your password.  Select LOGIN.   Note: If you've forgotten your password, select Forgot Password?, and then follow the steps to reset your password.  ...

This is the introductory sentence. It ends here.  After you’ve updated the device settings on the Roc Terminal+ web portal, you must download the updates to the device to apply the changes. On the main screen of the device, tap the Main Menu icon ≡. Tap UPDATES.  Verify if the endpoint identifier (EPI) displayed in the field is correct. If the field...

Important: To customize your campaign policy, you must be an Org Admin or Manager.    You can customize your campaign policy to align with your organization's guidelines, for example, you require that donors are a minimum of 18 years old. After you customize the policy, you can choose which campaigns you want to display the policy for.   Note: You c...

Tap Main Menu ≡. Tap PAYMENT > CARD > REFUND. Type the refund amount, and then tap Enter. Ask your customer to swipe, insert, or tap their card. To manually enter the card details, tap Enter Manually. Select a receipt method. To print a physical copy of the receipt, tap Print receipt. To send a digital copy, enter your customer’s mobile number...

If your X800 isn't charging on the docking station, confirm the following: The docking station is plugged into a power outlet. The device is correctly placed on the docking station....

You can use Roc Terminal+ web portal to manage your inventory, including: Import an inventory - Use a template to import an existing inventory.  Export your inventory - Export your inventory as a spreadsheet. Import your inventory Before you import an inventory, make sure that each item has a unique stock keeping unit (SKU) number. If you import an ...

Note: You can void sales and refunds if they're in an open batch. If the sale is in a closed batch, run a refund.    You can use your device to void the last transaction or void a different transaction. Tap ⋮, and then tap Main Menu. Tap Void.  Void a transaction. To void the last transaction, tap Void Last Transaction. To void a different transacti...

If you see the prompt for Roc Terminal+ Master Passcode, follow these steps to return to the Roc Terminal+ Application: Select the back button.      2. Select the Roc Terminal+ App Icon.              ...

You can use the virtual terminal in the Self-Care Portal to run an offline sale using an authorization code from the acquirer. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Virtual Terminal, and then select Offline Sale. In the Amount box, enter the sale amount. In the Description box, enter a description...

Important: To create a default design template, you must be an Org Admin or Manager.   You can create a default design template that aligns with your organization's brand guidelines. The template applies to campaigns that use the default brand settings.  To create a default design template, complete the following steps: Select > Settings > Bra...

Go to https://terminalplus.rocpos.com/login. Enter your username. Enter your password. Select LOGIN. Note: If you’ve forgotten your password, select Forgot Password?, and then follow the steps to reset your password.  ...

Use the Settings page to view the card types that are currently enabled on your account, such as Visa, Mastercard, and Amex. You can accept these card types when you run transactions. Note: To add or remove card types from your account, call 1-888-477-4500 or email cs@payroc.com.   Log in to https://payments.payroc.com/merchant/selfcare/. From the n...

Go to https://services.rocpos.com/. Enter your email address or username. Note: Email address are case sensitive. If you sign in with your email, make sure you use the correct capitalization.  Enter your password. Select Login. Video tutorial...

Set up your X800 device with the scanner and cash drawer. Note: To download a printable version of this guide, select the following link: Cash Drawer and Scanner Quick Start Guide.   What's included Multi-Comm Hub and power cable Scanner and USB cable Cash drawer and communication  Getting started To set up your X800 device with the scanner and the ...

You can use the Self-Care Portal to configure email alerts for specific payment processing events. For each alert, you can also set a threshold amount to control when it sends.  The following table describes the email alert types that you can configure: Alert type Description Daily Net Sales Receive a daily summary of processing totals, including ne...

You can manually clear a transaction that is pending on your Roc Terminal+ device. A transaction can become stuck in a pending state when the terminal fails to complete a sale and receives no response from the server. If you don't clear the pending transaction, the device might not be able to process further transactions. On the main screen of the d...

You can create and share a payment link in the Self-Care Portal to collect payment for goods and services.  Create a payment link  Sign in to payments.payroc.com/merchant/selfcare/. From the side menu, select Customers, and then select PayByLink. Select NEW PAYMENT LINK. Configure your link settings, and then select Save.  The following table contai...

You can use the Self-Care Portal to create a subscription template that applies to one or more subscriptions. A subscription template is a payment plan that defines the billing behavior of a subscription. The following table describes the fields that you complete when you create a subscription template: Field Description Merchant Ref Unique identifi...

To view the end point identifier (EPI) of your device, tap the Agent icon....

Important: You can run bank transfer payments only if we have enabled it for your account.    You can use the virtual terminal in the Roc Terminal+ web portal to run a bank transfer payment.  Include the following details when you run a bank transfer payment: Field Description Amount Amount of the transaction. Phone Number Customer’s phone number. E...

User privileges control the features that each user can access in Roc Services. Note: For more information on how to make changes to user privileges, go to Edit a user's privileges.   The following table shows the list of privileges that you can assign to a user: Privilege Allow the user to Access Dashboard Access the dashboard. Access Reports Acces...

Check that you fully inserted the power cord into your device and into the power outlet. Press and hold the power button for four seconds....

To download a printable copy of the DX8000 Quick Start Guide, select the following link: DX8000 Quick Start Guide...