PORTAL REVIEW

PORTAL REVIEW

Login Link

Forgot Password & Recover Pin Number

Import Users

Adding Users

Manage Taxes

Manage Receipt Branding

Manage POS Settings

 

Login Link

Below is the link to login to the RICS Portal to edit your RICS Checkout App Settings

NOTE: The email is case sensitive and needs to be all lowercase

  1. RICS Portal Login

Forgot Password & Recover Pin Number

To reset your password for the RICS Portal Please follow the link below:

  1. Password Reset Link

If you have forgot your RICS Checkout App Pin Number, follow the steps below to be emailed your pin number.

  1. Navigate to the RICS Checkout App
  2. Login with your user email and password
  3. Once Logged in, click on the "Users" button in the lower left corner 2023-08-24_15-52-38.png
  4. This will take you to the Pin Pad, click "Forgot" and this will trigger an email with your Pin included2023-08-24_15-51-13.png

Import Users

To import users from RICS 9, follow the steps below:

  1. Navigate to a location
  2. Select the User tab

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  3. Select the option to Add User

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  4. Select the option to Import User from RICS 9

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  5. Select the user(s) you want to add
  6. Select Import Users

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Add Users

To add imported users to another location, follow the steps below:

  1. Navigate to a location
  2. Select the User tab

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  3. Select the option to Add User

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  4. Select Add an Existing User

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  5. Select the user(s) you want to want
  6. Select Import Users

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Manage Taxes

  1. Navigate to a location
  2. Select the Tax tab

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  3. Add the tax description and rate

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  4. To add category level tax rules:
    • Select the option for Click for Advanced Tax Settings
    • Select the Product Category
    • Add the tax rate for the selected category

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Manage Receipt Branding

  1. Navigate to a location
  2. Select the Branding tab

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  3. Add store logo under Receipt Branding, and customize your Intro and Footer Text

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  4. If applicable, move the toggle button to include Additional Receipt Information (Note: The additional receipt section will enable you to display a block of text and require the customer to sign before the transaction can complete. When enabled, this option will appear at the end of every transaction. This is a separate signature from the credit card signature. The text and additional signature will display on the receipt.)mceclip0.png
  5. Enter the text you want to display above the signature field
  6. When setup correctly, additional information will appear after clicking 'Finish Sale' on the POS

 

Manage POS Settings

  1. Navigate to a location
  2. Select the Settings tab

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  3. Update the settings for Payment Processing, Payment Details, Refunds, and Device Settings as needed

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