Account Management
20 articles
- How to Add and Manage Bank Account in C-Store EssentialsThis article outlines the process to add and manage a bank account in C-Store Essentials, including setting up details like the bank name, check number, store logo, and signature
- How to Enable Check Printing AlertThis article outlines the process on how to set up text message alerts for check printing in PDI CStore Essentials
- How to Find and Print Your Store's Department List in C-Store EssentialsThis article outlines how to locate and print the Department ID and Name list synced from your point of sale register in CStore Essentials
- How to Map Safe DropThis article outlines how to map your Day Close report to include your Safe Drop total deposit amount
- How to Update ‘Bill Pay Fee and Cost’, ‘Money Order Fee and Cost’, and ‘ATM Commission/Transaction Amounts’This article outlines how to update the Bill Pay Fee and Cost, Money Order Fee and Cost, and ATM Commission/Transaction Amounts in the Daily Report and Settlement section of your…
- How to Use the Banking Functions and Reconcile in PDI C-Store EssentialsThis article outlines the steps for using the Banking section in PDI C-Store Essentials
- How to Cancel Your PDI C-Store Essentials AccountIf you need to cancel your PDI C-Store Essentials service, follow the steps below to ensure a smooth cancellation process
- How to Change Your PDI C-Store Essentials Plan or Update Payment InformationThis article outlines the steps to update billing information or change service plans in PDI C-Store Essentials
- How to Link Your Stores to One Account in PDI C-Store EssentialsThis article outlines the process to link multiple stores under one account in PDI CStore Essentials
- How to Switch Between Multiple Stores in PDI C-Store EssentialsThis article outlines the process to link multiple stores under one account in PDI CStore Essentials
- Misc Componenets
- How to Handle an Ownership Change in PDI C-Store EssentialsThis article outlines the steps to properly transition a PDI C-Store Essentials account when selling a store to a new owner
- How to Enable and Map a Secondary Credit Card MerchantThis article outlines the process for activating and mapping a secondary credit card merchant in PDI C-Store Essentials
- How to Change the Default Store for Multi-Store AccountsThis article outlines the process to change the default store in C-Store Essentials for accounts managing multiple stores
- How to Find Live Data TransactionsThis article outline the process to view current and past Live Data Transactions, including summaries, transaction details, and filtered views for voids, no sales, line voids, and refunds
- How to Update Store and Contact Information into C-Store EssentialsThis article outlines the process to update your store's address, phone number, and email address in your PDI CStore Essentials account
- How to Manually Upload Unprocessed Files Generated from Passport or Verifone POS-RegistersThis article outlines the process to manually process and upload stuck Day Close and Live Data Transactions files
- How to Auto Sync point-of-sale register's Departments into the C-Store Essentials AccountThis article outlines the process to update Departments, Tax IDs, Fuel IDs, Tender Types, and more into your C-Store Essentials account from your Gilbarco Passport or Verifone pos-Registers
- Print Check FeaturePrint payment checks for vendors, employees, or expenses directly from your Essentials Account, on either pre-printed or blank check sheets.
- Moving from CSE Scan Data to Skupos Scan DataAll current CSE Scan Data sites are moving to Skupos or PDI Scan Data.