The short answer
Confirm connectivity, run a $0.01 test sale and void it, check the receipt header and footer, set tip prompts and tax rates, create staff users, set automatic batch close time, and confirm the settlement account on file. Twenty minutes, once, saves months of small problems.
The settings people forget
Automatic batch close time, tip prompt presets, receipt branding, and AVS requirements on keyed transactions. Each one quietly costs money or time when left at default.
Test the failure path
Before going live, unplug the network and see what the terminal does. Knowing whether it queues offline or simply refuses is information you want before a Saturday rush, not during one.
Key takeaways
- Test with a real $0.01 sale, then void it
- Set batch close and AVS deliberately
- Rehearse the connectivity-failure path before go-live
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