For help with your first-time setup, call our Activations Team at 888.579.4787.

When you are logging in to Payanywhere for the first time, you are prompted to create a PIN. The Payanywhere app provides a lock period to prevent unauthorized usage of your account and this PIN will be required to unlock the app. You have the ability skip this and revisit it later in Settings.

After that, you will land on the New Sale screen in Terminal theme.

Tap on the left hamburger icon to access the Navigation Menu. You can start a new sale, view transactions, edit items, view reporting, and access Settings. If the flow or screen looks different, check to see if your device is on our list of supported devices.

Manage Accounts
You can view your linked accounts and switch from one account to another. Additionally, you can set which account gets opened upon login. Options are to always open a default account, to open the last opened account, or to prompt you to select which account you want to use.

General Settings

• Theme: Here you can choose which Theme you would like to use, Terminal or Retail. Terminal is ideal when you don’t have items loaded, or prefer a quicker checkout process.
• Funding: View your Funding settings and choose between our next day funding (default) and same day funding options. Click here for more information on our funding options.
• Closing Settings: If you would like to manually close out your transactions or select your own auto batch time, you may contact Customer Service to change your Closing Settings. Check out Manual and Default Host Close for more details.
• Security: Enable Two Factor Authentication to add additional security to your account.
• PIN Settings: 
  • Device PIN: Set up a Device PIN to better protect access to your device. This is recommended if you are the only user of your account. Select a time for when the app locks and will require the user to enter in a PIN. Tap Reset PIN to reset your PIN by entering your current and then creating a new one. 
  • Enable Authenticate with Biometrics to use Touch ID or Face ID. When Biometrics is enabled for login, tap the Biometrics icon on the login screen to pull up Touch ID or Face ID.
  • Employee Passcode (Payanywhere Smart Solutions only): Use if you have multiple employees and switch users often. Your passcode is specific to your account (MID), your username, and the device.
• Receipt Settings: This section is pre-loaded with the information you supplied when you signed up for Payanywhere. You can edit this information as well as add a company logo and receipt message. As you edit your receipt, a real-time preview of your email receipt will display.
• Tickets and Tabs: Enable Tickets to create open tickets, such as food and drink orders, and close out when your customers are ready.
• Invoice Numbering: Choose between system generated invoice numbers (default), or defined automatic invoice numbering that continues in sequential order based on your custom starting invoice number.
  • Enable the require custom invoice number at the time of each sale setting if you would like to make entering a custom invoice number mandatory for every transaction. This applies to all sales in the Payanywhere app, as well as invoices and Virtual Terminal transactions in Payments Hub.
• Default Sale View: When in Retail Theme, you can set the default view for your Sell screen to land either on Item Library or Express Sale. Express Sale is ideal when you do not have items loaded.
• Payment Types: Enable payment types such as PIN Debit and EBT/SNAP if your account is set up to accept those payment options.
• Offline Transactions: Enable Offline Transactions (under Payment Types) to save transactions when there is an unreliable internet connection and process them later when a connection is reestablished.
• Permissions: If you are an Administrator, you can assign employees as Managers, Cashiers, and Reporters as well as adjust their permission settings. You can also enable Void and Refund permissions for your Cashiers. When enabled, you can also set a Void & Refund limit amount.
• Cash Discount: For more information on the Cash Discount Program, click here.

Signature & Tips

• Show AVS Mismatch Alert: When this setting is enabled, you will be alerted when the street number and/or zip code entered does not match the billing address of the cardholder.
• Always Require Signature: Customers will need to sign for all transactions if this feature is enabled.
• Sign & Tip on Printed Receipt: Customers sign and tip on a printed receipt. This setting will print out a merchant and customer copy of the receipt. If this is enabled, the Signature screen will not display. Update your receipt settings to choose if and when to print customer/second receipt.
• Enable Tips: Enable the tip feature to allow your customers to add a tip at the end of a transaction. You can enter default tip values, including custom and no tip, for your customers to choose from.

Taxes

• To process a sale with tax, toggle the Auto-Detect Tax option to On in Settings. Auto-Detect Tax turns on the geo-tax feature, which automatically calculates the appropriate tax rate based on your location. Or, if you prefer, you can set a default tax rate.

Hardware

• Card Readers: This section shows which Bluetooth card readers are currently connected.
• Reader Firmware Update: Tap Update Firmware to update the firmware of your card reader. Your card reader must be connected.
• Printers & Cash Drawers
  • Enable Receipt Printing: If you have a compatible Apple AirPrint (iOS only) or Bluetooth receipt printer, you can link it to the Payanywhere app.
  • Enable printer/s by selecting the Enable Receipt Printing toggle.
• Barcode Scanners: By default, your device's built-in camera is the barcode scanner and can be used to add items to your inventory and sales. Note: Payanywhere does not currently support any third-party Bluetooth barcode scanners.