Settings
This is where you can modify various settings relating to your business.
Business Mode
NAB Easy Tap supports multiple modes to better tailor the app to your business. You can read more about modes in the Modes section.
Set Refund Passcode
This is where the app will prompt you to set your refund passcode. You'll need to do this before you make any card-based transactions. A refund passcode is important because it authorises the refund transaction to proceed.
To set a new refund passcode you'll first need to enter your NAB Easy Tap account password to verify that you're the account owner.
Once you've successfully authenticated, you can set a new passcode by entering a numeric code between 4 and 8 digits.
You can read more about making refunds in the Refunds section.
Additional Users
If you'd like to support additional users having access to your NAB Easy Tap account, you can invite new users from this menu. Additional users can login to the NAB Easy Tap app on their own mobile device, and create and process invoices and sales on your behalf. You can choose a role for each new user to restrict their permissions.
To add a new user simply press the (+) button and enter the user's email address and choose their role. Select the role applicable to their responsibilities.
Role | |
---|---|
Manager | Has the same access as the main user except for modifying Business Settings. |
Operator | Has access to creating and processing invoices and sales. Operators are unable to make any changes via the More menu except for configuring card payments. |
Taxes
The taxes menu allows you to set the default configuration for GST. If the majority of your sales are subject to GST, then you should toggle this option on. You can also configure each item separately with regards to GST if you have a mix of product types.
Turning on GST will make sure that your reports appropriately reflect any GST collected for your invoices and sales.