Converge (UI) How To Guide
- How to change or reset your password in ConvergeTo change your Converge password, go to Account in the left side menu, enter your old password and a new one, then click Save.
- How to change the language in ConvergeTo change the language in Converge, go to Account in the left side menu, choose your Language from the drop-down under Settings, and click…
- How to change user rights in ConvergeTo change what an employee can do in Converge, open the Employees tab, select the employee, click User Rights, change their rights and click…
- How to complete a new credit card sale in ConvergeTo complete a new credit card sale in Converge, click NEW PAYMENT, enter the amount, choose CREDIT CARD and SALE, press START TRANSACTION, then…
- How to complete a sale in Converge with a connected card reader / PIN padTo run a card-present sale in Converge with a connected card reader or PIN pad, click NEW PAYMENT, enter the amount, choose CREDIT CARD,…
- How to connect a card reader or PIN pad to Converge by USB (Converge Connect)To connect a card reader or PIN pad to Converge by USB, download and install Converge Connect on your computer first, then plug in…
- How to import a batch in Converge (CSV or XML)To import a batch in Converge, choose New Payment, then Import Transactions, then Import New, and upload a .csv or .xml file in the…
- How to process an ACH (e-check) sale in ConvergeTo process an ACH (e-check) sale in Converge, click NEW PAYMENT, enter the amount, choose Check as the payment type, enter the bank details…
- How to refund a transaction in ConvergeTo refund a transaction in Converge, go to Payments > Settled Batches, open the batch, select the transaction, click Refund, enter the amount and…
- How to reset security questions in ConvergeTo reset your own Converge security questions, go to Account in the left side menu and complete the Update Security Questions section.
- How to search transactions in ConvergeTo search transactions in Converge, use the search field on the current or settled batch screen, or use Search Payments for a quick or…
- How to settle a batch manually in ConvergeTo settle a batch manually in Converge, select Payments, click Settle All (or select the transactions you want) and confirm.
- How To Video LibraryFor how to videos please visit our playlist
- How to void a transaction in ConvergeTo void a transaction in Converge, select it under Payments, click VOID and confirm.
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