PCI Compliance

If you take credit cards, you have to be PCI compliant. This is the Payment Card Industry security compliance to protect you and the system against fraud. Typically there is a short form and a long form depending on your store, network and configurations. Most BTCRetailX clients will just need the short form for compliance.

Card Connect / Clover Connect PCI Compliance
If you are a Card Connect / Clover Connect customer, go to:

Verifone/Media Payments Group PCI Compliance|

QuickBooks Point of Sale End of Life by Intuit

Intuit has decided that the cost of running a point of sale software business is too expensive and complicated and will cease operations for the venerable point of sale software on October 3, 2023. The software will continue to work. It will not have support nor will it have any of the integrated services you may use currently including credit card payments thru Intuit, gift card services, consignment, integrated webgility ecommerce integration, and store exchange for multi-store among other functions. This means that if you use QBPOS, you will need a new credit card processor (at a minimum).

As your point of sale representative for many years, I would be happy to review your current setup and see if keeping point of sale makes sense for your business. It may be that you just need a new credit card processor. I’ll guide you in the right direction. If you need a new point of sale system, I can help with that as well. Our BTCRetailX point of sale is a full feature retail management system that has many of the same features you loved in QBPOS including in-depth reporting and integrated credit cards but with the added features of working as the store admin from anywhere in the world, as well as cloud backups and unlimited backoffice users.

Please send me a note below and I’ll reach out and talk about your options. If you decide to switch to BTCRetailX, I will provide a free transition of your product and customer database to the new system. I think you will like BTCRetailX a lot.


Doug Morton
formerly CarolinaPOS/Palmetto Retail/MountainPOS

    Hi. Please fill out the form and I will reach out and talk about your options in regards to the QBPOS end of life/support coming this October 2023.
    Doug Morton

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    End of Day Report

    The End of Day process comprises of a drawer count and a report. There are two reports available – End of Day, and Z-out Report.

    New End of Day Process and Reports
    • The End of Day report will includes sales numbers and cash drawer numbers pulled from the Drawer Count function for each or all cashiers.
    • The Z-out report includes sales numbers without a cash drawer count included. This is good for reviewing daily sales totals filtered by cashier and date range.

    To start the end of day process, a cashier needs to click End of Day from the top of the screen and then select Drawer Count. Then count your drawer and enter that amount in Closed Cash. To the right of this field will be the systems calculation of Expected Cash Count. If you cash count is over or below this amount, the system will flag this in the following End of Day report. If you understand why your numbers are not in balance (over/short), then put an explanation in the Notes section and click submit. Otherwise, recount your drawer to find the difference.

    When the Drawer Count page reloads after you counted the cash drawer, the count will show in the list. Click EOD to the far right of the list to load the End of Day report with the counts you just added. Review the report. In order to make any changes, click the back button and then edit the data you submitted prior. Once satisfied, run the report again.

    At this time, you can print the report to add with your till.

    You can run the Z-out report throughout the day to see a summary of your sales. This report can be set with date ranges such as for the last 7 days or last month.

    Credit Cards (Merchant Processing) Options in BTCRetailX

    We connect with two companies, Verifone and CloverConnect, for credit card processing (also known as Merchant Processing). Both companies offer consistent processing. Pricing is dependent of several variables. It is recommended to contact each provider to get a rate quote.

    CloverConnect (formerly Bolt CardConnect via Cardpointe)

    Apply for merchant services with CloverConnect at:


    Verifone via Media Group Payments

    Apply for merchant services with Verifone/Media Payments Group at:
    Verifone Request for Application

    Setting Up Sales Tax in BTCRetailX

    BTCRetailX can process sales tax in two ways including 1)Destination Based Sales Tax (U.S.), and 2) VAT/GST tax. The Destination Based Sales Tax is what is seen in the United States where sales tax is added after the subtotal of goods and services. The VAT/GST is built in to the price of the goods and services already before checkout.

    Tax Included (VAT/GST)

    Tax Included is prevalent in most jurisdictions around the world. The customer knows what to expect for the bill when he walks to the register. If the price is $1, he will pay $1 since the tax is embedded in the price.

    From the Configuration Menu, click the Tax tab and select Tax Included, then fill out the Tax 1 Rate Name and Percentage. If you need a second rate, fill out Tax 2 Rate and Percentage. These can be combined in one item or used separately.

    Tax Rate in Configuration Tax Tab

    When you go into the Item, you will see Tax 1 and Tax 2 listed. You can modify the percentage for each individual item here if you do not want the default rate. If you do not want to charge a tax for the item, change the Tax Rate percentage to 0.00 or leave it blank.

    Tax Rate in Item Detail Screen

    Ring up your item and see the tax added. Here the product is priced $10 on the shelf, and the system shows you the tax charged.

    Destination Based Sales Tax

    This tax is jurisdiction based and can be variable based on product sold. You might have to charge 6% tax in one county, but 7.5% tax in another county. Or you may have to charge 9% for durable goods and an extra 2% for hospitality tax for prepared foods, or perhaps a lower tax for fresh foods such as 2%.

    There are two places to work on taxes with Destination based taxes in BTCRetailX. The main menu Taxes button and the Configuration button.

    Start with clicking the Taxes button. You be presented with four tabs: Tax Codes, Tax Jurisdictions, Tax Categories, and Tax Rates.

    Tax Setup

    Tax Codes – these codes allow you to assign customers as Taxable or NotTaxable (exempt) such as default customer, or wholesale customers. The Customer edit screen allows you to choose Tax Codes, as does the default Tax settings in the Office Config menu.

    Tax Codes in Taxes menu

    Tax Codes for Default Customer in Office Config Tax settings (you’ll set this later after you set the rest of the Tax settings above).

    Tax Jurisdictions – these are the tax locations that your store delivers or sells goods in physically. Most stores will have one Tax Jurisdiction if you sell at your store and customers take the goods with them. However, if you deliver products to multiple jurisdictions such as inside different city limits, counties or states, you will charge tax per that jurisdiction where product is delivered (this is also called Nexus in some jurisdictions).
    Tax Excluded and Tax Included are how the taxes are calculated with the product. Most US based businesses will price as Tax Excluded where the tax shows in addition to the price of the product. Tax Included would be used if you want to sell whole dollar amounts and not have tax cause the end amount to fluctuate, such as selling $1 Hot Dogs. Tax Included would have the tax embedded in the $1 price, and Tax Excluded would add tax in addition to the price such as $1.10. Tax Included is similar to a VAT tax setup.

    Tax Jurisdictions

    Tax Categories – these are the different types of items and how they are taxed such as Food, Non, or just a generic Tax.

    Tax Categories

    Tax Rates – build the actual rate with all of the previous built codes from above. Here we built a Tax Code charging 7.000%, non-tax at 0%, and Food at 2%.

    At this point, you can edit the Item Detail of a product and choose the Tax Category to be used for that item. You can do this individually with all items. You can build a Non Tax tax code here for the typically smaller amount of goods that are non-taxable and edit those NonTax items and let the majority of taxable items be taxed according to global settings.

    To set the Global Tax Default, build the destination based taxes as shown above, then go to the Configuration menu and click the Tax tab. Check the Destination Based Tax checkbox. Then select the corresponding Default Tax Code Tax Category and Tax Jurisdiction. The system will charge tax per these settings. You must build a NonTax category and rate in the Taxes setup above in order to exclude those products from getting taxed automatically with these Global Tax Settings in place. You could set tax categories exclusively in the Item Detail and not select defaults if you have multiple default rates.

    NOTE: generally speaking, gift cards and vouchers are not taxable when sold, but when redeemed. This includes Bitcoin Vouchers, Bitcoin Lightning Vouchers, Gift Cards and Gift Certificates. Services in the U.S. are generally not taxed such as Labor or Installation, but services such as Shipping may be taxable. Check with your tax authority to confirm taxable products and services.

    Import Items into BTCRetailX

    Importing Items can be accomplished but you have to prepare the system in order to have a successful import. This includes building each item’s Supplier ID and item Category beforehand.

    Items and Suppliers can be imported into the system:
    Download the Import Items CSV template.
    Download the Supplier CSV template.

    If you haven’t already, in BTCRetailX, click the Office button, then click Items. Select from either Categories or Suppliers and create the necessary entries manually or via import (Suppliers only).

    For Categories, you must note the Category Name to be used in the Item Import file (it is the only Required Field as the system will create an item ID automatically if you do not provide one).

    IdCategory NameCategory Description

    For Suppliers, you must note the Supplier ID to be used in the Item Import file. Note – you can also import Supplier lists into the system. There is a Supplier CSV file to download. Required Fields include Company Name, Category, First Name, and Last Name.
    Category is one of two entries:
    Goods Provider – this is for resell goods providers
    Cost Provider – this is for suppliers of products that are expenses to you and not directly part of the cost of goods sold

    IDCompany NameAgency NameCategoryLast NameFirst NameEmailPhone Number
    1Franke GoodsGoods ProviderFrankeBill
    2Willy WidgetsGoods ProviderWestersonWilly
    3Mario n LuigiCost ProviderManzettiMario

    Then you can open the Import Items CSV template file.

    This file has 21 fields in it. Required Fields for import are Item Name, Category, Cost, Price, Quantity stock, Receiving Quantity, Reorder Level, and location_stock.

    • ID – numeric only, must be unique, can be system generated if blank. You cannot use itemID from 1-10 as they are system used, start at 11.
    • Barcode – can be any format, system will copy ID to this field if left blank, or you can scan existing barcodes into this field. If this field has leading zeroes (0), the column must be formatted as Text or the it will remove the zeroes.
    • Item Name
    • Category – use the Category name as listed in the example above (Food, System, Books, etc)
    • Supplier ID – use the Supplier ID as listed above in the Supplier Import example (1,2,3,etc)
    • Cost Price – this is the cost of the product at wholesale: 1.00, default is 0.00
    • Unit Price – this is the retail price of the product: 2.50, default is 0.00
    • Tax 1 Name – only used for item specific taxation, ignore if using Destination Based Tax (typical)
    • Tax 1 Percent – only used for item specific taxation, ignore if using Destination Based Tax (typical)
    • Tax 2 Name – only used for item specific taxation, ignore if using Destination Based Tax (typical)
    • Tax 2 Percent – only used for item specific taxation, ignore if using Destination Based Tax (typical)
    • Reorder Level – default is 1
    • Description
    • Allow Alt Description
    • Item has Serial Number – yes/no
    • Image – image filename (widget.jpg)
    • HSN – Harmonized system number – this is the import code of the product
    • location_stock – default is 1 – each store is a location# (1,2,3)
    • quantity – default is 1
    • UPC – unique product lookup code (universal product code)
    • Alternative Lookup – unique product lookup code, typically a suppliers ID of the product, used in Receiving vouchers.

    Save your file and then go to the Item page and click the CSV Import button.
    Click the Select File button and select and import the file by clicking the Submit button.
    If it loads the item list quickly, you should have a successful import.
    If the screen hangs upon Submit, it is either a large import or has invalid or missing data – you will need to review the data you entered. Frequent support questions about the import process come in when location_stock is left blank.

    Sell Bitcoin Vouchers from BTCRetailX via Azte.co Integration

    The BTCRetailX system allows you, the store owner, to sell Bitcoin vouchers (Bitcoin on-chain and Lightning off-chain) directly from the point of sale without the need of a standalone hardware device or printer. BTCRetailX prints the voucher directly on the system receipt printer, scanned at the register, or emailed to your family cross-borders. Your customers will appreciate that your store sells non-kyc Bitcoin vouchers to be redeemed at their choosing and sent to their wallet of choice. As the store owner, you provide Bitcoin to your clients and sell it with a commission mark-up.

    BTCRetailX Bundles Are Available

    BTCRetailX is available as a local installed point of sale with an annual maintenance fee; and as a subscription cloud-based system.

    The Android Sales Bundle is only offered in tandem with the BTCRetailX subscription cloud-based system. It’s a fast system that is maintained by the BTCRetailX team with system backups and automatic updates.

    The PC Sales Bundle is offered for both a subscription cloud-based BTCRetailX system or for the Self-Sovereign Complete Bundle. If cloud based, the software is maintained by the BTCRetailX team with system backups and automatic updates. If local installed, you are responsible for running backups and choosing to upgrade.

    Increase Sales By Increasing Payment Methods You Offer

    Conducting business online has become the norm for consumers and businesses alike. Similarly, digital payments has become normalized both in-store and via ecommerce sales.  Alternative payment methods, those beyond traditional credit cards and cash, such as PayPal and Stripe are becoming mainstream but also many in the world are talking Bitcoin and various cryptocurrency payments.

    With online sales growth year over year reaching 24% annually and with 2 billion people looking to spend money on line, it pays for you to accept whatever payment method your customers want to use.

    Despite this significant increase in consumers buying online, most are abandoning their shopping cart at checkout – at nearly a 70% clip of abandonment. A large portion of abandonment is “window shoppers” not ready to buy, but many are due to fixable issues:

    • 18% of online shoppers experienced a long and complicated checkout process
    • 17% didn’t trust the site with their card information
    • 7% said the company didn’t offer enough payment methods

    You can greatly increase your chances of converting consumers from browsers to buyers–and increase ecommerce sales—with these simple payment optimization strategies.

    Accept a variety of payment methods and currencies

    Methods of payment are diversifying and your customers are using them all. Credit and debit cards are still popular, but alternative payment methods like PayPal and Stripe are on the rise.  But so is Bitcoin and cryptocurrency.  30% of US households hold cryptocurrency and it is proven that Bitcoin holders are especially loyal to stores that accept Bitcoin as payment.  Further, Bitcoin is accepted as payment and legal tender in many countries around the world today.  Don’t forget about gift cards and loyalty points as payment options as well.  BTCRetailX provides various payment methods in both the BTCRetaiLX point of sale and WooCommerce shopping cart.

    Streamline the checkout process

    Have you ever had to fill out both the ship-to and billing address fields, even when they are the exact same? Businesses that can auto-fill these fields or, even better, provide a one-click checkout process create an optimized shopping experience, increasing the likelihood of repeat business. Having this payment convenience, often called card storage, makes it easier for consumers to come back again for a checkout experience that is fast and easy. The result? Increased revenue potential and a great customer experience.  BTCRetailX provides this function via Account Management in the Woocommerce shopping cart.

    Deliver a seamless, branded experience

    It’s proven that the less friction you have in your checkout process, the better your checkout conversion rate will be. BTCRetailX has the functionality in place to make a seamless experience possible from the brick and mortar point of sale to the ecommerce shopping cart.  

    Analyze to optimize ecommerce sales

    All of these front-end payment strategies can lead to improved customer experiences and more revenue for your business. But don’t forget about the wealth of valuable information you have at your fingertips on the back-end. Reporting tools provide important insights to help you optimize checkout conversion. Imagine knowing the reasons behind declined transactions, chargebacks, and disputes. You can use this intelligence to optimize your business. You can also analyze sales trends to better plan for any number of situations like seasonal boosts. Data is power to help you manage and grow your business.

    With these tips, you’re bound to lower your online shopping cart abandonment rate, increase ecommerce sales, and create a scalable online payments strategy this year and beyond. Ask your rep at BTCRetailX for details on this process.

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