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Track transactions by user/employee

Clerk IDs are a great way to associate transactions with the employees that completed them.

If you have not enabled the Clerk ID mode for your location, please read: Enabling clerk ID mode for your locations.

When this feature is enabled, your employees are assigned a unique identifier that they must enter in order to perform a transaction.

This feature allows you to produce transaction reports and track financial data by employee.

CLERK ID PROMPTING

With Clerk ID Mode enabled, the flow with the Virtual Terminal changes; instead of prompted for a card number, clerks are first prompted for their unique clerk id.

Entering a valid clerk ID will transition the Virtual Terminal to the card prompt screen. The process then continues as described here:

 

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