What is WAVit Dashboard?

1. 1
   RegisterAnyone with the email tied to their WAVit account can register from the login page. An invitation link fills the email in for them.
2. 2
   Link the merchantsRegistration builds a master MID record from the units that list the email as their contact, unless an invitation already created one. It then creates the user's preferences with every linked unit shown.
3. 3
   Confirm the emailSign-in waits for the confirmation link. The login page offers to resend it.
4. 4
   Sign inEvery successful sign-in lands on Home, /Dashboard/Portal/Home.

• Units shown are units allowed. MerchantToShow decides both what Home shows and which merchants the merchant-scoped pages accept. Unticking a unit under Preferences hides it everywhere.
• Account settings has Profile (phone number), Preferences (pick units, with Select all / Clear all), Invite Users, Password and Personal Data (download or delete).
• Invite Users: pick one or more of your MIDs and enter an email. The invitee gets a "You're Invited!" email with a registration link and sees only those MIDs.
• Two-factor authentication pages (authenticator app and recovery codes) are present and work, but nothing in the settings menu links to them.
• There are no roles or policies: every signed-in user has the same features, scoped to their own units.

Signed-in users can switch between light and dark themes from the header. The choice is kept per browser in localStorage under the key wavit-theme, and light is the default. The landing page, sign-in pages and public receipt are always light.

• Summary strip: Total, Card and Cash (only when the merchant has cash discounts on), Refunds, Voids, and EBT (only when an EBT tender exists). Expand it for Amount, Tip, WAVit (service) and Cash Savings. On a phone it becomes a swipeable carousel.
• Table: Created (with payment id and invoice number), Tender, Amount (refunds in red), Terminal, and Details. The page sizes are 10, 25, 50 and 100.
• Search matches the amount, invoice number and the five custom fields.
• Quick View opens a side panel with the payment, device, custom fields (labelled with the merchant's own captions), card and receipt.
• Transaction detail shows payment details, totals, other information (employee, auth code, MID), card art and the receipt. Resend Receipt emails an HTML receipt to any address.
• Export CSV downloads WAVit Report - {merchant} - {from} to {to}.csv: a SUMMARY block (totals, card, cash, refunds, voids), then one row per transaction. The columns include date, time, unit, payment id, tenders, invoice, amounts, card type and number, auth code, terminal, service advisor, employee and the enabled custom fields. Refund rows carry a minus sign.
• Which rows appear (tips, card/cash, EBT) depends on the selected merchant's WAVit settings: IsTipAllowed, EnableCashDiscounts and its tender types.

Time zones: transaction times are stored in UTC. Each unit's state maps to one Windows time zone (Helpers/States.cs), and lists and totals are shown in that local time. When several units are selected, the first unit's zone is used for all of them. "Today" on Home is the server's date.

• Cards: Transaction Volume (count), Transaction Amount (sum of TotalAmount), Average Value, and Transaction Frequency (count per day of the range).
• Charts: transactions per day (bar) and amount per day (line). Days are counted in the merchant's local time.
• Refunds and pre-transactions are left out. On first load a range shorter than five days is widened to five days.
• Everything is computed in memory from the rows in range. There are no stored aggregates.

• Transaction type, integration type, cash discount and the tender types (with discount %) are shown read-only. Everything else is set in the Configurator.
• Settings are one JSON document per unit in OrganizationUnitProduct.Settings. They apply to every terminal of the unit. The dashboard parses it and changes only the keys above, so keys it does not know about are left alone.
• Change PIN sets the WAVit app's unlock PIN (UnlockPIN): 4 to 6 digits. It can change the PIN (the current one is required), set one when none exists, or remove it (stored as ----, meaning disabled).
• Terminals pick up changes the next time the WAVit app restarts.
• Every save is written to the audit log with the old and new values. A PIN change records only that the PIN changed, never the PIN.

1. 1
   MerchantOnly units with Text to Pay enabled are offered (TextToPayMerchants). The merchant's invoice-number settings (IncludeInvoice, InvoiceRequired, InvoiceCaption) come with it.
2. 2
   DetailsInvoice number (a GUID is used when it is left blank), send method (email or SMS text, with a US phone mask), recipient, amount, and custom fields 1–5.
3. 3
   BreakdownTax, service fee and total come from the merchant's settings (CalculateBreakdown). The server works them out again when the invoice is created, and the browser only sends the amount.
4. 4
   SendThe dashboard authenticates to the MiPoint API as one of the merchant's terminals, then posts the invoice with status Outstanding.

amount  = round2(amount)
tax     = round2(amount × TaxRate / 100)
base    = SurchargePostTax ? amount + tax : amount
service = round2(base × SurchargePercent / 100)
tip     = 0                    // the customer tips on the payment page
total   = amount + tax + service
// rounding is AwayFromZero; missing or unreadable settings mean 0 tax and 0 service

• Totals: Total, Paid, Outstanding and Cancelled, each with a count and an amount, for the filtered range.
• Statuses: Outstanding (or Pending) until paid, then Paid (set upstream), or Cancelled.
• Cancel is offered when an invoice is neither paid nor cancelled.
• There is no resend.
• Export downloads WAVit Invoices - {from} to {to}.csv.

The in-dashboard Feedback form is a separate thing. It offers eight subjects (WAVit App: features, reporting, other; WAVit Dashboard: data accuracy, features, other issue, other feedback; Other), needs at least 20 characters, and is stored in DashboardFeedback with no notification.