10.13 Electronic Signature Cash Control
* Converge Digital Signature has been developed to allow Dealerships to collect Cash Control signatures electronically using the e-signature pad and will also archive digitally within the software. This is useful for our Converge terminals that do not have integrated receipt printers as it allows you to go completely paperless while still collecting a signature.
Devices that this can be used with are :
Setup
Till Maintenance
To enable Converge Digital Signature, navigate to Till Maintenance on the main menu under
Cash Control > Maintenance > Till Maintenance
Select the Till you would like to collect signatures with.
Note: it should be the same Till that the terminal is connected to
Set the Converge Digital Signature flag to Yes and press OK.
Document Maintenance
Cash Control Document Maintenance has been added allowing Dealerships to add backgrounds to their receipts. It also allows the ability to choose the location for the signature to print on the receipt.
To access Cash Control Document Maintenance, Navigate to Document Maintenance on the main menu under
Cash Control > Maintenance > Document Maintenance
Select
Load
to choose a background image for your receipts. You will be prompted to select the image using file selector.
Drag and drop the
Signature
box to the location on the receipt you wish the signature to appear.
The
Top Margin
can be set to ensure your receipt prints below the header of your background image.
Print Background
can be set to Yes to print the background on all receipts.
Print Background
can be set to No if using custom letterhead to print but still want the background to display on emailed receipts.
How it Works
After all setups are completed, a signature can be collected using the e-signature pad.
Note: the e-signature pad must be connected to the same computer as the terminal receiving the payment.
If a payment card is used that requires a signature, the User will be prompted to collect a signature at the time of payment.
Press OK on the prompt and when the signature collection screen opens, collect the signature using the e-signature pad.
After the customer has signed, press OK on the signature preview. The signature will be sent to Elavon as well as embedded in the archived receipt which can be re-printed at any time.
The signature is sent to Converge and can be viewed within the Converge transaction history.
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