Functions and Features

Enabling and Adding Custom Reference Numbers on Receipts and Transactions

Custom reference numbers can be a useful tool for keeping track of transactions and reconciling them with receipts, sales and invoices. This guide will show you all you need to know about the feature of your Shaker Solo.

Summary

The guide covers the following topics:

  • Enabling and Disabling the Reference Number Feature
  • Performing a Transaction Using the Reference Number Feature Enabled 

How to Enable and Disable the Reference Number Feature

With your Shaker Solo powered on, follow these easy steps to Enable the Custom Reference Number functionality.

Step 1: Press the "Menu" button on the Shaker Solo to start.

To access the Solo's main menu press the down arrow on the home screen.

Step 2: Use the arrow keys to highlight the "Settings" option, or press the corresponding number on the keypad to quick-select the option and then press the green "Enter" button to select it.

 

Step 3: Select the "User Settings" menu item then press the green "Enter" button.

 

Step 4: Select the "Include Ref" menu item and press the green "Enter" button.

You will notice that when you press "enter" on a highlighted option, the menu will switch between Enabled and Disabled repeatedly.

 

Step 6: Keep "Include Ref" enabled to capture unique reference numbers during your transactions.

 
 To return to the Solo's home screen, press the red "Exit" button.

Performing a Transaction Using the Reference Number Feature Enabled 

Step 1: Press the "Payment" button on the Shaker Solo to start.

 

Step 2: Use the numeric keypad to enter the transaction amount. Press the green "Enter" button to proceed. 

 

Step 3: Next, use the alpha-numeric keypad to enter your custom reference number and press the "Enter".

NOTE: Typing on the Shaker Solo can be difficult at first, especially when it involves a mix of special characters, numbers, uppercase and lowercase letters.

To help we have an easy-to-follow guide that will help you breeze through the process. See the related article here Typing on the Shaker Solo Keypad

Below is an example of an invoice number captured as part of the transaction.

 

Step 4: Complete the transaction by inserting, tapping, or swiping the customer's debit or credit card on the Shaker Solo.

 

Finish: You can find the custom reference number at the bottom of the printed receipt, as shown in the mock-up receipt below. You can also find it in the top right corner of the online receipt, and in your transaction data on iKhokha.biz.

Make sure to keep the custom reference number for your records, as it can help you reconcile your transactions.

ikhokha mock-up receipt

 

If you need further assistance with this functionality, please don't hesitate to contact us. You can send us an email at support@ikhokha.com, or call iKhokha at 087 222 7000.

We're always ready to help you with any questions or issues you may have.