Configuration & Setup | ConnectPOS Mon, 18 Aug 2025 20:30:52 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.connectpos.com/wp-content/uploads/2023/09/cropped-logo-CPOS-favicon-32x32.webp Configuration & Setup | ConnectPOS 32 32 Enable Surcharging Fees on Payments https://www.connectpos.com/knowledgebase/enable-surcharging-fees-on-payments/ https://www.connectpos.com/knowledgebase/enable-surcharging-fees-on-payments/#respond Mon, 18 Aug 2025 20:30:51 +0000 https://www.connectpos.com/?post_type=docs&p=103722 Step 1: In Settings > Service Fee Step 2: Click Save.

The post Enable Surcharging Fees on Payments appeared first on ConnectPOS.

]]>
Step 1: In Settings > Service Fee

  • Toggle Enable surcharging fees on payments to ON.
  • Click Add fee to configure details:
  • Surcharging name – Enter a descriptive name (e.g., “Credit Card Fee”).
  • Payment method – Select the payment type this surcharge applies to (e.g., Visa Debit, Credit Card).
  • Surcharging amount – Choose % or $ amount.

Step 2: Click Save.

The post Enable Surcharging Fees on Payments appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/enable-surcharging-fees-on-payments/feed/ 0
Enable Charging Service Fee on Order Total https://www.connectpos.com/knowledgebase/enable-charging-service-fee-on-order-total/ https://www.connectpos.com/knowledgebase/enable-charging-service-fee-on-order-total/#respond Mon, 18 Aug 2025 20:29:41 +0000 https://www.connectpos.com/?post_type=docs&p=103718 Step 1: Go to Settings > Service Fee. Step 2: Click Save.

The post Enable Charging Service Fee on Order Total appeared first on ConnectPOS.

]]>
Step 1: Go to Settings > Service Fee.

  • Toggle Enable charging service fee on order total to ON.
  • Click Add fee to configure details:
  • Service fee name – Enter a descriptive name (e.g., “Packaging Fee”).
  • Service fee is charged on total – Choose when the fee is applied:
    • After discount whole order
    • Before discount whole order
  • Service fee is counted to Net revenue – Toggle ON if you want this fee included in revenue reports.
  • Service fee rate – Choose % or $ amount.
  • Apply After Amount Threshold – Enter a minimum order value for applying the fee (optional).

Step 2: Click Save.

The post Enable Charging Service Fee on Order Total appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/enable-charging-service-fee-on-order-total/feed/ 0
Service Fee Setup https://www.connectpos.com/knowledgebase/service-fee-setup/ https://www.connectpos.com/knowledgebase/service-fee-setup/#respond Mon, 18 Aug 2025 20:28:55 +0000 https://www.connectpos.com/?post_type=docs&p=103714 The Service Fee feature allows you to add extra charges to orders or payments in your POS system. This can include general service fees or surcharging fees for specific payment methods.

The post Service Fee Setup appeared first on ConnectPOS.

]]>
The Service Fee feature allows you to add extra charges to orders or payments in your POS system. This can include general service fees or surcharging fees for specific payment methods.

The post Service Fee Setup appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/service-fee-setup/feed/ 0
Tipping Configuration https://www.connectpos.com/knowledgebase/tipping-configuration/ https://www.connectpos.com/knowledgebase/tipping-configuration/#respond Mon, 18 Aug 2025 20:27:12 +0000 https://www.connectpos.com/?post_type=docs&p=103710 Tipping allows customers to add a gratuity to their payment as a reward for good service Step 1 From the Sell Screen in the ConnectPOS app > Menu > Settings > select Tipping. Step 2 In the Tipping settings, toggle Enable to ON. Tipping Payment Method available are Cash, iZettle, Clover, Stripe, or Dummy payment). […]

The post Tipping Configuration appeared first on ConnectPOS.

]]>
Tipping allows customers to add a gratuity to their payment as a reward for good service

Step 1 From the Sell Screen in the ConnectPOS app > Menu > Settings > select Tipping.

Step 2 In the Tipping settings, toggle Enable to ON. Tipping Payment Method available are Cash, iZettle, Clover, Stripe, or Dummy payment).

Step 3 In Set up tipping options, enter the tip percentages you want (e.g., 10%, 15%). Use the + button to add more or the button to remove.

Step 4 Toggle Enable under Custom amount if you want customers to enter their own tip.

Step 5 Tap Save at the bottom.

Step 6: After completing an order, the Add a Tip screen appears. The customer can select a preset tip, enter a custom tip (if enabled), or choose No tip. 

The post Tipping Configuration appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/tipping-configuration/feed/ 0
Assigning Price Groups to Customer Group https://www.connectpos.com/knowledgebase/assigning-price-groups-to-customer-group/ https://www.connectpos.com/knowledgebase/assigning-price-groups-to-customer-group/#respond Mon, 18 Aug 2025 20:26:10 +0000 https://www.connectpos.com/?post_type=docs&p=103706 Go to Price Group > New group > Then assign a customer group to that.

The post Assigning Price Groups to Customer Group appeared first on ConnectPOS.

]]>
Go to Price Group > New group > Then assign a customer group to that.

The post Assigning Price Groups to Customer Group appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/assigning-price-groups-to-customer-group/feed/ 0
Creating Price Groups  https://www.connectpos.com/knowledgebase/creating-price-groups/ https://www.connectpos.com/knowledgebase/creating-price-groups/#respond Mon, 18 Aug 2025 20:25:23 +0000 https://www.connectpos.com/?post_type=docs&p=103703 To create a price group on ConnectPOS, go to Settings > Customer > Add new group > Save.

The post Creating Price Groups  appeared first on ConnectPOS.

]]>
To create a price group on ConnectPOS, go to Settings > Customer > Add new group > Save.

The post Creating Price Groups  appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/creating-price-groups/feed/ 0
Send Payment Link  https://www.connectpos.com/knowledgebase/send-payment-link/ https://www.connectpos.com/knowledgebase/send-payment-link/#respond Mon, 18 Aug 2025 20:24:42 +0000 https://www.connectpos.com/?post_type=docs&p=103693 The Send Payment Link feature allows you to email customers a secure payment link so they can complete their purchase online. This is useful for remote orders, quotes, or follow-up payments. This function is now available with Stripe and Authorize.net payments, for other payment gateways, please contact our Support Team via support@connectpos.com for more assistance. […]

The post Send Payment Link  appeared first on ConnectPOS.

]]>
The Send Payment Link feature allows you to email customers a secure payment link so they can complete their purchase online. This is useful for remote orders, quotes, or follow-up payments.

This function is now available with Stripe and Authorize.net payments, for other payment gateways, please contact our Support Team via support@connectpos.com for more assistance.

To configure “Send Payment Link” function:

Step 1: Login to ConnectPOS > Open Outlet/Register

Step 2: Go to Settings > Send Payment Link

Step 3: Configure your Send Payment Link function

  • Enable Send Payment Link: Toggle ON to activate the feature, allowing staff to send payment links to customers.
  • Enable Notify Payment Success: Toggle ON to send an automatic notification when the customer successfully completes the payment.
  • Email Configuration Fields:
FieldDescription
Reply ToEmail address where replies from customers will be sent.
Store NameThe name displayed as the sender in the email.
SubjectThe subject line of the email containing the payment link.
Sender NameThe name that appears as the sender in the recipient’s inbox.
Sender EmailThe email address from which the payment link email is sent.
Logo URLThe web link to your store’s logo, which will appear in the email header.
SMTP ServerThe SMTP server address for sending emails.
SMTP PortThe port number used by your SMTP server.
SMTP UsernameUsername for your SMTP account (often the email address).
SMTP PasswordPassword for your SMTP account.

Step 4: Edit Email Templates:

  • Edit Template: Customize the content and layout of the payment link email.
  • Edit Notification Template: Customize the notification email sent after a successful payment.

As the template is displayed in HTML code, please contact our email support@connectpos.com if you need assistance with adjustments.

Step 5: Save.

Step 6: After setup, follow these steps to test the Send Payment Link function:

  • Create a test order with the status Unpaid.
  • Go to the Order List in ConnectPOS.
  • Select the test order.
  • Click Request Payment.
  • Enter the customer’s email address.
  • Click Send.

If the customer receives the payment link email and the link works as expected, your setup is complete.

The post Send Payment Link  appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/send-payment-link/feed/ 0
Hardware Suggestions & Setup Steps https://www.connectpos.com/knowledgebase/hardware-suggestions-setup-steps/ https://www.connectpos.com/knowledgebase/hardware-suggestions-setup-steps/#respond Mon, 18 Aug 2025 20:20:01 +0000 https://www.connectpos.com/?post_type=docs&p=103689 Receipt Printers iPad/Tablet (Bluetooth – Star/Epson only) Step 1: Connect the printer to the iPad via Bluetooth. Step 2: In POS, go to Settings → Hardware. Step 3: Select Star/Epson from the list. Step 4: Choose Type: Bluetooth. Step 5: Tap Search, then Add and Save. iPad/Tablet (LAN – Star/Epson/Other Brands) Step 1: Obtain the […]

The post Hardware Suggestions & Setup Steps appeared first on ConnectPOS.

]]>
Receipt Printers
  • Suggested Models: Star TSP100, Epson, mPOP (Star) – LAN/Bluetooth/USB, other thermal receipt printers supporting USB, LAN, or Bluetooth.
  • Setup Steps

iPad/Tablet (Bluetooth – Star/Epson only)

Step 1: Connect the printer to the iPad via Bluetooth.

Step 2: In POS, go to Settings → Hardware.

Step 3: Select Star/Epson from the list.

Step 4: Choose Type: Bluetooth.

Step 5: Tap Search, then Add and Save.

iPad/Tablet (LAN – Star/Epson/Other Brands)

Step 1: Obtain the printer’s IP address by holding Feed + Power until it prints.

Step 2: Make sure the printer and iPad/Tablet are on the same network (first 7–8 IP digits match).

Step 3: In POS, go to Settings → Hardware.

Step 4: Enter the IP address.

Step 5: Set Port to 9100.

Step 6: Save settings.

Windows/MacOS (USB, LAN, Bluetooth)

Step 1: Download and install the manufacturer’s driver.

Step 2: Confirm the printer appears in Printers & Scanners.

Step 3: In POS, go to Settings → Hardware.

Step 4: Select the printer.

Step 5: Enable Automatically print receipt after sale.

Step 6: Assign the printer to the correct outlet.

Cash Drawers
  • Suggested Models: Any POS-compatible cash drawer that connects via receipt printer RJ11 port or directly via USB.
  • Setup Steps

Step 1: Connect the cash drawer to the receipt printer’s kick port or directly via USB.

Step 2: In POS, go to Settings → Hardware.

Step 3: Add or select the cash drawer.

Step 4: Enable Open drawer after printing.

Barcode Scanners
  • Suggested Models: Zebra LS, Socket Mobile, any USB/Bluetooth-compatible scanner.
  • Setup Steps

Windows/MacOS (USB/Bluetooth)

Step 1: Connect the scanner via USB or pair via Bluetooth.

Step 2: Wait for the scanner to be recognized as a keyboard input device.

Step 3: Open POS and scan an item to test.

iPad/Tablet (Bluetooth)

Step 1: Pair the scanner in the device’s Bluetooth Settings.

Step 2: Open POS and place the cursor in a text field.

Step 3: Scan an item to test.

Label Printers
  • Suggested Models: Star Micronics Label Printer, DYMO LabelWriter 450, Zebra, Brother.
  • Setup Steps

Step 1: Connect the label printer with your Window device via USB or pair via Bluetooth.

Step 2: Install the manufacturer’s driver.

Step 3: Confirm the printer appears in Printers & Scanners.

Step 4: In POS, go to Settings → Hardware.

Step 5: Select the label printer and save.

Note: Label printing from tablets is not recommended due to paper alignment issues.

The post Hardware Suggestions & Setup Steps appeared first on ConnectPOS.

]]>
https://www.connectpos.com/knowledgebase/hardware-suggestions-setup-steps/feed/ 0
Connection Types https://www.connectpos.com/knowledgebase/connection-types/ https://www.connectpos.com/knowledgebase/connection-types/#respond Mon, 18 Aug 2025 20:19:02 +0000 https://www.connectpos.com/?post_type=docs&p=103687 The post Connection Types appeared first on ConnectPOS.

]]>
  • LAN (Ethernet/WLAN)
    A wired or wireless network connection that provides stable, high-speed communication between your hardware and POS system. Best for shared devices and busy environments where reliability is key.
  • USB
    A direct, wired connection between the device and your POS terminal. It’s simple to set up, dependable, and often powers the device, but can only connect to one POS at a time.
  • Bluetooth
    A short-range wireless connection is ideal for tablets and portable POS setups. While convenient, it has a limited range, is prone to interference, and can only connect to one POS device at a time.
  • The post Connection Types appeared first on ConnectPOS.

    ]]>
    https://www.connectpos.com/knowledgebase/connection-types/feed/ 0
    Available Hardware https://www.connectpos.com/knowledgebase/available-hardware/ https://www.connectpos.com/knowledgebase/available-hardware/#respond Mon, 18 Aug 2025 20:18:33 +0000 https://www.connectpos.com/?post_type=docs&p=103685 The following hardware types are commonly used with the POS system: Label PrintersLabel printers produce adhesive labels for products, shelves, or shipping. Thermal label printers are most common in retail for printing barcodes, pricing, and inventory tags.

    The post Available Hardware appeared first on ConnectPOS.

    ]]>
    The following hardware types are commonly used with the POS system:

    • Receipt Printers
      Receipt printers, specifically thermal printers, are essential for generating customer receipts quickly and quietly. They do not require ink and are widely used in retail and hospitality for their speed and reliability.
    • Cash Drawers
      Cash drawers securely store cash, coins, and receipts. They are often connected to a receipt printer and open automatically when a cash transaction is processed.
    • Barcode Scanners
      Barcode scanners capture product information instantly by reading barcodes. They reduce manual entry errors, speed up checkout, and support both 1D and 2D barcode formats.

    Label Printers
    Label printers produce adhesive labels for products, shelves, or shipping. Thermal label printers are most common in retail for printing barcodes, pricing, and inventory tags.

    The post Available Hardware appeared first on ConnectPOS.

    ]]>
    https://www.connectpos.com/knowledgebase/available-hardware/feed/ 0