User guide

Table of Contents
Installation
Introduction.................................................................................................................................. 1
Installing Pocket Verifier.............................................................................................................. 2
Locating and Starting Pocket Verifier.......................................................................................... 2
Software Activation, Account Logon, and Main Index
Introduction.................................................................................................................................. 3
Account Activation....................................................................................................................... 3
Account Logon ............................................................................................................................ 4
Main Index................................................................................................................................... 5
Program Settings and Options
Introduction.................................................................................................................................. 5
Pocket Spectrum.........................................................................Error! Bookmark not defined.
Other Features ............................................................................................................................ 6
Sales Tax .................................................................................................................................... 7
Rep ID ......................................................................................................................................... 8
Pairing the Pocket Spectrum
Reset the Pocket Spectrum ........................................................................................................ 9
Setup a Bluetooth Connection with your Phone ......................................................................... 9
Setup the Serial Port Service and COM Port............................................................................ 11
Set Up the COM Port for Pocket Verifier................................................................................... 13
Credit Card Sales
Introduction................................................................................................................................ 14
Tutorial • Swiped Credit Card Sale............................................................................................ 15
Tutorial • Voids and Credits....................................................................................................... 17
ACH Account Transfers
Introduction................................................................................................................................ 19
Tutorial • ACH/Checking ........................................................................................................... 20
Cash Sales
Introduction................................................................................................................................ 22
Tutorial • Cash Sales................................................................................................................. 22
Transaction Manager
Introduction................................................................................................................................ 23
Menu Items................................................................................................................................ 23
Hints and Tips
Introduction................................................................................................................................ 26
Entering Data ............................................................................................................................ 26
The Back Key............................................................................................................................ 26
Switching Between Applications / Where did my program go? ................................................ 27
Notes ............................................................................................................................................. 27