Opens the Quick Menu and pushes the screen you were on to the right side.

Credit Card Swipe device attached and active. Swipe a card to process a payment.

Credit Card Swipe device not attached.

One-time payment entry. Tap this icon when grey to open the one-time payment collection screen. The icon turns blue to indicate that the one-time payment screen is active.

Recurring Payment Schedule entry. Tap this icon when grey to open the recurring payment schedule configuration screen. The icon turns blue to indicate that the recurring schedule configuration screen is active.

Payment Plan Schedule entry. Tap this icon when grey to open the payment plan schedule configuration screen. The icon turns blue to indicate that the payment plan configuration screen is active.

Add (a customer or a payment account).

Back to the previous screen.

Edit a Customer Record.

Save a change to a Customer Record or Payment Account.
NOTE: On the Add/Edit Customer screen this button will be inactive unless values are provided for all required fields.

Clear payment amount or schedule field.

Close the keyboard.

Save payment amount or schedule field and close keyboard/keypad/wheel.

Filter or change a filter on a list of transactions or schedules.

Opens the Actions available for the current screen. Actions for transactions are void or refund. The Action for a payment account is delete.

Cancel an action.
NOTE: If you see a Cancel button you will not be able to access the Quick Menu until you complete or cancel your action.

Refreshes the values on the Summary screen or in the Summary section of the Quick Menu.

Search for a customer.

Customer Record indicator.

Phone Number indicator. Tap the phone number to initiate a call from and iPhone.

Email indicator. Tap the email address to call your device’s default mail program and begin an email.

Credit Card account type indicator.

Bank Account (ACH) account type indicator.

Default Account indicator. Each Customer Record can have one default Credit Card and one Default bank account.