Settings

Settings is where you keep your account accurate: the details that appear on customer receipts, the terminals attached to your business, who gets told when something happens, and how your login is protected.

Most settings are restricted to owners and managers, and some to owners only. See Team for who can change what.

Business details

Your business details appear on receipts and on the paperwork Citizen Pay produces for you, so keep them current.

Typically you can edit:

• Trading name — the name customers know you by, and the name printed on receipts
• Legal entity name and company or tax registration number — used for compliance and invoicing
• Registered and trading addresses
• Contact email and phone number for the business
• Time zone and currency, which determine how transaction times and totals are displayed

Your time zone matters more than it looks: it decides where the day boundary falls, so it changes which payments count towards "today" in Transactions.

Receipt customisation

Receipts are the part of Citizen Pay your customers actually see. You can usually adjust:

• Logo — uploaded once and printed or shown on every receipt
• Header text — normally your trading name and address
• Footer text — a thank-you message, opening hours, your website or a returns policy
• Contact details shown to customers who need to get in touch
• Digital receipts — whether customers can be offered a receipt by email or SMS instead of paper

Practical advice:

• Keep the footer short. Long footers waste paper and are rarely read.
• Put a returns or refund policy in the footer if you have one — it heads off disputes.
• Print a test receipt after any change and check it on the terminal before a busy period.

Terminal management

The terminals section lists every terminal linked to your business, so you can see your estate at a glance. For each one you normally see:

Rename your terminals to something a human would recognise. "Front counter" and "Terrace" are far easier to reconcile against than two serial numbers, and terminal names appear in transaction filters and exports.

Notifications

Notifications tell you about things you would otherwise have to go looking for. Common ones:

• A payout has been sent, or has failed
• A terminal has gone offline for longer than expected
• A refund above a threshold has been issued
• A daily or weekly summary of takings
• Security events, such as a new sign-in or a change to bank details

You can normally choose per notification whether it is sent, and to which address. Points to keep in mind:

• Send financial alerts to a person, not a shared inbox nobody watches.
• Team members receive only the notifications their role allows — staff will not receive payout alerts if they cannot see payouts.
• If alerts become noise, turn off the summaries and keep the exceptions. Failed payouts and offline terminals are the ones worth interrupting your day.

Security

Security settings protect the account that controls your money.

• Password — change it from your own profile. Use a long, unique password stored in a password manager rather than something reused elsewhere.
• Two-factor authentication — a second step at sign-in, usually a code from an app on your phone. Turn it on for every account that can issue refunds or change bank details.
• Active sessions — where your account is currently signed in. Sign out sessions you do not recognise, then change your password.
• Activity log — a record of significant actions such as refunds, team changes and setting updates, with who did what and when.

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