Pay Sync · Merchant handbook

Everything you need to run Pay Sync: trying it end to end in Simulator mode, connecting your card terminals, what the cashier sees at the till, what is written on each Shopify order, and how the nightly reconciliation and exceptions keep the books straight.

Start here: what the app does at the airport →One page: the till, the bonded stockroom and the customs report, and who does what.

Start

TutorialInstall Pay Sync and take a practice card payment in Simulator mode, start to finish.

Setting up

Connecting terminalsWhat you need from your terminal provider, and how to add stores, terminals and tills in Pay Sync.SettingsEvery setting in Pay Sync, what it does and what it defaults to.

At the till

At the tillWhat the cashier sees and does to send a sale to the card terminal, and what each answer means.RefundsHow a return done in POS becomes a refund to send to the card at the till.

In the admin

On the orderThe card details Pay Sync writes to each Shopify order and where to find them.Transactions and Daily reportFind any card payment, filter and export the list, and read the end-of-day totals for each terminal.ReconciliationHow Pay Sync checks your records against your terminal provider's report every night, and how to read the Batches page.ExceptionsWhat each exception means, what to check, and how to Resolve or Ignore it.

Reference

Data and privacyWhat Pay Sync stores about your shop and payments, where it lives, how long it is kept and what it never holds.Support and limitsHow to get help, what to include in a report, and what Pay Sync cannot do, stated plainly.

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