talech Mobile with Link 2500 - Overview Guide

Customize talech Mobile to meet your unique business requirements.

Become knowledgeable in using talech Mobile's features to support your business objectives.

Gain insights into your business data to make more informed decisions and streamline business processes.

• Time - Set dedicated time aside to walk through the app's onboarding checklist.
• Fully charged - Ensure your phone and card reader are fully charged or connected to a power supply.
• App permissions - It is important to accept the permissions requested as they may impact pairing a card reader and processing transactions.

Locate your welcome email.

Upon signing up for talech, a welcome email is sent to the email address provided for the talech Mobile account. The welcome email contains important information, such as links to download the talech Mobile app and temporary credentials to log into your talech account.

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Install and complete the talech Mobile onboarding checklist.

Install talech Mobile on your Apple or Android device.
 

Once installed, open the talech Mobile app and accept the location, Bluetooth, and media/contact permissions, depending on your mobile device. Then, follow the onboarding checklist.

For more information on getting started, go to:

• Getting Started with talech Mobile

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Connect a card reader. (Optional) 

Connecting a card reader lets you take your customer's payment quickly instead of manually entering the card. If you still need to get a card reader, don't worry. You can connect one later. The following sections provide articles on connecting your card reader with talech Mobile, running a test transaction, and common troubleshooting steps if needed.

Set up the card reader.

The Link 2500 article, listed below, will guide you through connecting your card reader with your talech Mobile app. 

• Link 2500 Set Up with talech Mobile

Run a test transaction.

After successfully connecting the card reader with the talech Mobile app, run a test transaction to confirm it is connecting properly. See the following article for more information.

• How to Run a Test Transaction on talech Mobile

Troubleshoot the card reader.

If you run into issues with the card reader, use the following article on common troubleshooting steps.

• Link 2500 FAQ & Troubleshooting with talech Mobile

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Access your talech account online.

Using your talech Mobile app in the palm of your hand makes it fast and convenient, but sometimes you may want to see information on a larger screen. If that is the case, access your account online by going to talech.com on a tablet or desktop device to manage the back-end account-specific information and reports.

To log in online, go to app.talech.com or talech.com and select Log In. Use the same login credentials as the talech Mobile app to access the account online. As part of a multi-factor authentication (MFA) feature, you may receive a prompt to enter a six-digit code to verify the account.

As we value your account’s security, multi-factor authentication (MFA) is a requirement on all talech accounts. The following article provides steps on verifying the talech account for MFA using the account’s email address on file.

For more information, please see:

• Log in to Your talech Account with Multi-factor Authentication (MFA)

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Manage talech Mobile settings.

The following articles address how to configure additional settings in more detail.

• Settings
  • talech Mobile Settings
• Adding Users
  • How to Add Additional talech Mobile Users

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Create and maintain items and categories.

Have items, like food, products, or services, readily available to quickly create orders for your customers. Start by creating a category or categories for the account. New items require a category to be associated with the item. Use the articles below to create categories and items in the talech Mobile app.

• Category
  • How to Create, Update, and Delete a Category in talech Mobile
• Item 
  • How to Create, Update, and Delete an Item in talech Mobile

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Manage customer orders, invoices, refunds, and returns.

Managing orders, refunds, and returns goes hand in hand with running a point of sale (POS) application. The following articles address these common tasks for talech Mobile.

• Orders (Payments)
  • How to Process Credit/Debit Card Payments on talech Mobile
  • Manage Orders
  • talech Mobile Batch and Settlement
• Invoice Payments
  • talech Invoices - Overview
  • talech Mobile Invoices (How to Create, Manage, Accept, and More)
  • talech Mobile and talech Terrminal Invoices – Configuring Online and Partial Payments

  • Manage Invoices at talech.com Invoices can also be managed online and in the app! To manage them online, go to talech.com, log into your talech account, and select Invoices in the menu. The following articles address common tasks when using the online invoice feature in your talech.com account. How to Set Up and Create Invoices How to do a return/refund on an Invoice Reviewing, Duplicating and Completing Invoices

• Returns and Refunds
  • Returns and Refunds on talech Mobile
  • talech Mobile Invoice: Full Payment Refund

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Service charges, what are they?

A service charge is an additional fee charged to the customer when payment is collected for the service or product. During the transaction, this is commonly listed as an administrative, gratuity, or other fee.

Configure advanced settings.

There are additional features that talech Mobile provides. The following articles address these features.

• Service Charges
  • How to Create, Apply, and Remove a Service Charge in talech Mobile
• Discounts
  • How to Apply a Discount to an Order in talech Mobile

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View reports.

From sales to inventory and end-of-day reports, access reports in talech Mobile or online in your talech.com account.

• Reports (Available in the talech.com account.)
  • Reports on talech.com
  • Report Metrics Glossary
  • Understand the Sales Summary Report

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