Navigation
From the left sidebar: Settings → Terminal Settings, then expand to reveal:- Set Tax Amount
- Device Management
- Defined Fields
Set Tax Amount
A library of tax rates that can be attached to transactions by region. Each tax record is region-tagged so you can apply the right rate based on where the customer is located.Tax Rate List
Top toolbar:
- +TAX button — opens the Add Tax Rate panel.
- FILTERS / CLEAR FILTERS — filter the list.
- Rows per page with pagination.
Add Tax Rate
Click ADD TAX RATE to save.
Tip: Use Exclusive rates when you want the customer to see “Subtotal + Tax = Total” math on receipts (typical for U.S. sales tax). Use Inclusive when the displayed price already contains the tax, and you just need Ecrypt to report the tax portion separately (typical for VAT/GST-style regions).
Device Management
This is where you pair, configure, and manage Ecrypt’s cloud-based card terminals. Once paired, a terminal accepts card-present payments triggered from the POS quick action in the sidebar.How Ecrypt Cloud Terminals Work
Ecrypt terminals are cloud-based. After powering on the device and connecting it to either ethernet or WiFi, the terminal displays a 6-digit registration code on its screen. You enter that code into the Ecrypt dashboard when pairing a new device — that’s how the physical terminal is linked to your merchant account in the cloud. Once a terminal is paired, you use the POS button in the sidebar (under ACTIONS) to push card-present transactions to that device. The terminal prompts the customer to tap, dip, or swipe — and the resulting transaction flows back into the dashboard like any other payment.Device List
Top right: +TERMINAL button — opens the New Terminal pairing panel.
New Terminal (Pairing a Device)
Header text: “Please have the terminal in front of you to complete this process.”
Device Default Configuration — checkboxes that govern how the terminal behaves out of the box. These can be edited later:
Enter Tip Amount to Display on Terminal (Converted to dollar amount) — four percentage suggestion buttons that the customer sees if Tip at Time of Sale is enabled:
Click ADD TERMINAL to complete pairing. Once added, the terminal is ready to accept card-present transactions from the POS quick action.
Edit Terminal
The Edit panel has the same default configuration toggles and tip amount fields as the New Terminal panel. Differences:- The Terminal Name is shown as read-only at the top — you can’t rename a terminal after pairing.
- There’s no Device Registration Code field — pairing is one-time.
- The save button reads UPDATE TERMINAL.
Deleting a Terminal
Click Delete in the Action column to unpair a device. After deletion, the terminal stops responding to POS pushes from your account. To use the device again, power-cycle it, retrieve a fresh 6-digit code, and pair it as a new terminal.Defined Fields
Defined Fields let you add custom data-capture inputs to your payment flows — useful for collecting things like invoice numbers, slip numbers, order types, dock locations, or any other custom information that isn’t part of the standard payment form. Once defined, these fields show up wherever payments are taken.Field List
The Add Field form sits to the right of the list and dynamically changes based on the Field Type you pick.
Add Field — Common Inputs
Field Type Behaviors
Text Adds a free-text input. Shows a Validation Rule dropdown that controls what’s accepted:
Checkbox
Replaces Validation Rule with a Checkbox fields input where you type labels for each checkbox. Helper text: “You can add up to a maximum of 10 checkbox fields.”
Radio
Replaces Validation Rule with a Radio fields input where you type labels for each radio option. Helper text: “You can add up to a maximum of 10 radio fields.”
Select
Replaces Validation Rule with a Select option fields textarea. Helper text: “To add multiple entries, separate each word with a comma. You can add up to a maximum of 50 options.”
Click ADD FIELD to save the new field, which then appears in your payment workflows.