ePay Charge Guide 3.0.0
Contents
1. oem Dea tc ore On your computer ae are eta he Click gt Start Menu 2 gt Computer gt Local Disk C 3 gt Users gt Your User Account gt EE i AppData 4 gt Local gt USAePay right click eeen and delete this folder From your start menu Click gt Control Panel gt Programs gt Programs and Features gt Uninstall a program 3 ePay Charge right click and select Uninstal Change 3 Remove the application from this Computer gt select OK Now the ePay Charge retail has been completely removed from your computer Retail Pay User Manual v3 0 0 26 Section 14 Additional Information Al transactions created in the ePay Charge software can be found in your Online Merchant Console Login to your account at www usaepay comlogin I you receive a message upon running a transaction Transaction Requires Voice Authentication you will need to obtain an authorization direct from the credit card company Once you have the authorization code re run the transaction using the PostAuth form in the software gt Voice Authentication Visa Mastorcard 800 228 1122 American Express 800 528 2121 Discover 800 347 1111 gt USAePay Customer Support 6 AM 6 P M Pacific Monday Friday 1 868 USA EPAY or 866 872 3729 Retail Pay User Manual v3 0 02. gt Right Click on Device loon gt Properties 3 Hardware gt Port gt Com found in the lower right hand comer of the screen Aner the device has been installed to your computer login to your ePay Charge retail software and navigate to your Device Manager You will assign the hardware and the port number for ePay Charge to recognize the device Section 12 Resetting or Lost Password I you forget your password you do have the T option to reset it from the login screen You must have a security question set up in order to change your password If you do don t have administrative access request that the admin sign in and change the password for you and or me e 5 assign a security question and answer From the initial login screen click the link for Lost Password Reset and fil out the fields on the screen Retail Pay User Manual v3 0 0 25 Section 13 ninstalling ePay Charge Retail Software Should you experiance problems you can reset or uninstall and reinstall your retail software You will need to make sure you can see the hidden folders on your computer To enable View Hidden Folders Fase opie 1 Click gt Start Menu 2 gt Control Panel 3Appearance and Personalization 3 gt Folder Options gt View 4 3 Advanced Settings gt select Show hidden files and folders 5 click Apply gt click OK f you don t see the Advanced Settings Button reference the list of
3. bottom ofthe AT T no mynno page Choose the Save option when the prompt appears TAN Open the USAePay folder and run the software Setup fle to begin the installation A dialogue box wil open up and click Install Step 2 Installing it you have an older version of ePay Charge on your computer you will be given the option to import your existing account information into the new software If you do not already have a version of ePay Charge on your computer press No Skip to continue Step 3 Adding Your Company To activate your software you must sign in with your USAePay Merchant Console username and password This wil ink together your online Account and the software Then press Continue in order to activate your software you must have an available software key in your account Ifyou do no have an available key you wil not be able to register the software Retail Pay User Manual v3 0 0 4 Step4 Registering Your Software company Name Company Name as you would like your company name to appear on your receipts and reports Location wil name the source key in your online merchant console USAePay Login enter your login credentials for wwnv usaegay com The default account type is Production and SESS press Continue EEE you are installing the software as a Les developer or using a sandbox account you sm dun w
4. password and security question Press Save to apply your password reset Password and security question are required folds for tho software Your password will not expire You can reset your password fram the inital sign in screen and there you can reset a Forgotten Password Retail Pay User Manual v3 0 0 7 User Manager Add users to the software through the User Manager Each person given access should have his or her own username and password The Administrative user assigning usernames and passwords must enter a password and a security question The local user wil then have the ability to reset both thelr password and security question when they log in with their own credentials By assigning Administrator privileges the user wil have access to all features in the software By assigning Local User privileges the user wil only have access to the features that are selected with a green check mark Press Add to save the local user To Modify existing users only Administrative users have access to add modify and delete Select he User and then the command Make your desired changes and the press The username will also show up in the transaction details in your USAePay Online Merchant Console in Transaction Source Clerk information Retail Pay User Manual v3 0 0 Clear Database You can add multiple gateway accounts to your software If you click Clear Dat
5. reader The magnetic strip on the credit card shouid be facing towards the power ight on the USB reader Make sure the card is Mat on the reader base and swipe steadily The card reader should also b on a flat and level surface for the best performance Retail Pay User Manual v3 0 0 u Process button to process the currant transaction Step 3 Ws pi Entorno customerinfermaton and icke Wa G Card Number Expiration and Sub Total charge amount are the only fields required in order to charge a card All other folds are for Your company records To view previous transaction and for receipt reprint refer to your reports Transaction Credit Manual A manually keyed Credit transaction is very similar in process as the swiped transaction except that a mag reader is NOT required The credit card information is manually keyed Into the Retail Sofware By keying in the transaction a higher processing rate may be incurred is 5 e Click on the Credit Icon or from the ae mar set Manson gt Gre Step2 Within the Credit window click the Manually Key button If there is no swiper assigned in your device manager the screen wil default to a manual entry Retail Pay User Manual v3 0 0 15 Step 3 Enter the customer information and click the Process button to process the current transaction Card Number Expiration and Sub Total charge amount are the only fields r
6. abase you wil have the option to remove the from your software Device Manager count Device Name PortName Ober Pot ml had emmener Citons Cotes In order to swipe credit cards and print receipts you need to assign each piece of hardware to your software If you do not assign each device you wil not be given the prompt Waling for swipe and if you don t have a printer assigned you will not see the button to Print Press Add and from the Device Name ist choose from the menu and assign the Port accordingly Press Add to save device to Your list Each device you plan to use wil have to be added individually To remove devices highlight the device and press the Delete button Press Close to close the current window EE vou can uso our wireless printeriswipers SC30 amp SC40 also with this version of the software To configure the Bluetooth on your computer please refer to Section 21 USB Card readers must be readable for Track 1 amp 2 and keyboard emulated If you have multiple gateway accounts registered in your sofware you must configure each accounts Device Settings to utlize the swiper and printer hardware Retail ePay User Manual vaoo Section 4 Transaction Sale Swiped The Sale window allows the merchant to process credit card transactions and DOES require a magnetic strip card reader By swiping th
7. ant to choose Sandbox em to register tho software you must sign in with master administrative login credentials pe Step 5 Adding Local User Once you have successfully registered your software You will need to create local user information username password and security question answer The first user registered to the software has administrative permissions by default however the permissions can be changed once inside the software ee Usor Name Password and Security SK Answer are required fields Then press Continue Retail Pay User Manual v3 0 0 5 Section 2 Import Existing Company If you are using a previous version of the ePay Charge software upon initial installation you are given the option to import your existing software information to the 3 0 version of ePay Charge Step 1 After the download a Step 2 Berne agan Restoring Your Company mess Creme fo 2 fg 2 In the Add Company screen you wil need to selec from the drop down menu the name of the company that has been imported Once you have selected your usemame tom the previous software you wil enter the password 1234changeme to sign in to your Newly imported company s account You will not be able to email customer receipts won creating transactions through your importedirestored company After signing into the software you will need to change the passwords securi
8. button is not enabled refer back to Sp 3 Step 5 RE Click the Configure button Make Dei sure Do Checked Block Printing is checked and click Accept ifthe Add New button is not enabled refer back to Stop 3 Step 6 Click the Check Health button You will be required to save the configuration settings Click Yes in the Apply Changes window ifthe Add Now button is not enabled refer back to Step 3 Step 7 Once the setup it successful a Check Health receipt will print automatically from the TSP printer Section 10 Configuring TSP100 Printer for ePay Charge To add the Star TSP100 device to your software please first sign in to your ePay Charge software Inthe ePay Charge software 1 Glick gt Settings gt Device Manager 2 gt Add gt Device Name Star Printer gt Port Name 3 gt USB default gt Add Star Printer should be in Device List 4 3 Close Retail Pay User Manual v3 0 0 24 Section 11 Setting Up Bluetooth amp Pin Pad Devices To setup Bluetooth on your computer to enable to use of the SC30 SC40 and Pin Pad Device for Debit processing The setup is the same process for both the Bluetooth and Pin Pad devices On your computer Click gt Start Menu Control Panel 3 Hardware amp Sound 3 Devices amp Printers Add Device W ePay 3 Next 3 Pairing Code enter 1793 gt Next 3 Prompt should read Device Successfully Connected
9. cer Retail ePay User Manual v3 0 0 Section 1 Downloading the ePay Charge Software Downloading Installing 7 Adding Your company sa Registering Your Software Adding a Local User 7 Section 2 Import Existing Company After the Download i Restoring Your Company Section 3 Settings Company Settings E Printer Settings a Password Reset a User Manager nm Clear Database Bi Device Manager 7 Section 4 Transactions s Sale Swiped 7 Sale Manual SN AuthOnly Swiped AuthOnly Manual w Credit Swiped i Credit Manual iD Void i Post Authorization ik Capture m Check Z Section 5 Reports Section 6 Help 7 Section 7 Adding an Additional Company Section 8 Exit i Section 9 Installing amp Configuring Star TSP100 Printer Section 10 Configuring TSP100 Printer for ePay Charge Section 11 Setting Up Bluetooth amp Pin Pad Devices Section 12 Resetting Lost Password Section 13 Uninstalling ePay Charge Section 14 Additional Information Voice Authentication Customer Support en Retail ePay User Manual v3 0 0 efore the Installation jn in as Administrator To install the Retail ePay Charge software you need to sign into the computer user account that has Administrative Privileges Retail ePay User Manual v3 0 0 Downloading the ePay e Softwal Step 1 Downloading Download the ePay Charge software from TAT wowepaycharge com and pu mi Scrol fo the
10. ction you will need to cal the voice authentication line for the credit card and obtain a new authorization To view previous transaction and for receipt reprint refer to your reports Retail Pay User Manual v3 0 0 20 Section 5 Reports allow the merchant to view and reprint past transactions processed through the Retail ePay Charge software Transaction reports will be available for 90 days at which the new transactions wil replace the old transactions For more details on transactions processed through the Retail software refer to the Merchant Console transaction details To view the Transaction History click on Reports gt View Reports The Transaction History is a basic straightforward layout By default transaction history displays all the transactions processed through the retail software To view specific transaction click on the Transaction Type drop down menu bax and select the type of transaction report to view To reprint a receipt you must first have a printer selected in your device manager select the transaction line and press the Reprint button next to the Refresh button Retail Pay User Manual v3 0 0 21 Section 6 Help To find the details regarding your software installation key or your source key click Help gt About Here you wil find the version of the retail software you are using the username that is currently logged in the install Key an
11. d source key unique to your specific company and account Section 7 Adding an Additional Company Adding additional companies to your retail software allows the merchant to process through multiple gateway accounts through a single software To add another company to your software refer to Section 1 and follow the setup instructions per adding a new company Your login information wil be included in the drop down menu per company selected Section 8 Exit To Exit out of the software click on File gt Log Out or Exit The software wil then close Retail ePay User Manual v3 0 0 22 Installing and Configuring Star TSP100 Printer The Star TSP100 Thermal Receipt Printer is compatible with the ePay Charge Retail software If you do not have the installation disc you can download the drivers directly from Star Micronics at hip Mww starmicronics com Supports DriverDownload aspx Once you have installed the drivers Step 1 pere Turn on the Star Printer and start the Star Micronics Configuration Utility application Step2 Select Star Line Mode Default then click OK Step 3 Select JavaPOS from the left hand menu and save the folder Le the default location Retail Pay User Manual v3 0 0 23 Step4 FEDE Click the Add New button You should Pea erie te m overs Go see Star TSP100 Cutter TSP143 as a default device Click OK ma ithe Add New
12. displayed To email a customer receipt press the Email Receipt button and enter the customer email address Ta view or print a transaction receipt click the Print Eva Receipt button To process a new transaction click the New button Waa Declined Transactions displayed with a decline reason To view previous transaction and for receipt rs 0 reprint refer to your reports a Transaction Post Authorization The PostAuth window allows the merchant to post a previously authorized transaction AutnOnly and DOES NOT require a magnetic strip card reader You can choose to swipe the card if you desire Retail Pay User Manual v3 0 0 Step 1 Click on the PostAuth Icon or from the menu select Transactions PostAuth Step 2 Within the PostAuth window a Waiting for swipe text wil be displayed At this time Swipe the credit card through the magnetic reader The magnetic strip on the credit card should be facing towards the power light on the USB reader You can enter the Credit Card and Expiration manually by pressing the Manually Key button Make sure the card is lat on the reader base and swipe sleadly The card reader should also be on a flat and laval surface for tho best performance Step 3 Enter the Authorized Amount and fl Authorization Code and click the Process button to process the current transaction Card Number Expiration Authorization Code a
13. e credit card you are attaining the best possible transaction rate Step 1 pos Ifthe Sale Window is not already Se open click on the Sale leon or 3 from ihe menu select Transactions gt Sale cs Step 2 Within the Sale window a Waiting for P swipe text will be displayed At this time Swipe the credit card through the magnetic E reader The magnetic strip on the credit card a should be facing towards the power light on the USB reader Make sure the card is at on the reader base and swipe steadily The card reader should also be on a flat and level surface for tho best performance Step 3 When properly swiped the Cardholder Card Number and Expiration will be automatically filed in Enter the Sub Total amount to be charged and all other fads as needed The fields for CVV2 Street and Zip will be grayed out as that information does not need to be entered for a swiped transaction Step 4 Click the Process Sale button to process the current transaction Retall Pay User Manual v3 0 0 10 Approved Transactions A Transaction Approved window wil be displayed for all approved transactions Processor results wil be displayed To email a customer receipt press the Email Receipt button and enter the customer email address Ta view or print a transaction receipt click the Print Receipt button To process a now transaction click the New button Dec
14. equired in order to charge a card Al other folds are for your company records Approved Transactions AcTarsasonAoproves window winte Pa displayed tera approved vansaciens Prelsr eu ibe displayed To emal a Aston cnn press eal Reva na Sune mitt re Menor pita anne eek Po Ancol puton To proces stow bana click the New bution a Declined Transactions satan i If for any reason a transaction has been nn sin declined a Transaction Declined window willbe displayed with a decline reason To view previous transaction and for receipt ie reprint rofar to your reports Transaction Void The Void window allows the merchant to cancel a previously authorized transaction as long as the transaction being voided is within an open batch Void DOES NOT require a magnetic strip card reader Step 1 x Click on the Vold Icon or from the menu select Transactions gt Void Retail Pay User Manual v3 0 0 16 Step 2 cer Within the Void window enter customer Information and cick the Process Void button te process the void for the current transaction Reference number can also be refered to asa eee __ Transaction ID You can only do a void forthe or full amount for the previously authorized transaction partial voids are not permitted Cautrber Approved Transactions wt A Transaction Approved window will be displayed for all approved transactions Processor results wil be
15. for the current transaction You can only capture an Authorized Only transaction Reference number can also be referred to as a Transaction ID You can only capture up to the total amount that was previously authorized Transaction Check The Check window allows the merchant to process checks directly through the Retail ePay Charge software and DOES NOT require a magnetic strip card reader A Check Transaction does not require a credit card but a valid routing and account number form where the funds are to be drafted from A Check processing account must be established to process checks Retail Pay User Manual v3 0 0 19 Step 1 Click on the Check Icon or fram the menu select Transactions gt Check Step 2 Within the Check window enter the customer information and cick the Process button to process the current transaction Approved Transactions AA Transaction Approved window will be displayed for all approved transactions Processor results wil be displayed To email a customer receipt press the Email Receipt button and enter the customer email address To view or print a transaction receipt click the Print Receipt bution To process a new transaction click the New button Declined Transactions If for any reason a transaction has been declined a Transaction Declined window wil be displayed with a decline reason If you receive a Decine for a previously authorized transa
16. lined Transactions oom If for any reason a transaction has been declined a Transaction Declined window will be displayed with a decline reason Transactioi Si le Manu I A Manually Keyed transaction is very similar in process as a swiped transaction except that a mag reader in NOT required The credit card information is manually Keyed into the Retail Software By keying in the transaction a higher processing rate me be incurred Step 1 A It the Sale Window is not already a open click on the Sale leon or trom the menu select Transactions gt Sale Step 2 Within the Sale window the screen will default to a manual entry Step 3 Enter the customer information and click the Process Sale button to process the current transaction Card Number Expiration and Sub Total charge amount are the only fields required in order to charge a card Al other f lds are for Your company records Retail Pay User Manual v3 0 0 n Approved Transactions nn an Declined Transactions If for any reason a transaction has been declined a Transaction Declined window will be displayed with a decline reason To view previous transaction and for receipt reprint rafer to your reports Transaction AuthOnly Swiped The Auth Only window allows the merchant to pre authorize and DOES require a magnetic strip reader Pre authorizing the transaction places the transaction into the Queued Tra
17. nd Sub Total charge amount are the only fields required in order to charge a card A other fields are for your company records Approved Transactions AA Transaction Approved window will be displayed for all approved transactions Processor results wil be displayed To email a customer receipt press the Email Receipt button and enter the customer email address To view or print a transaction receipt click the Print Receipt button To process a new transaction dick the New bution Declined Transactions It for any reason a transaction has been declined a Transaction Declined window will be displayed with a decline reason If you receive a Decine for a previously authorized transaction you wil need to cali the voice authentication line for the credit card and obtain a new authorization Retail Pay User Manual v3 0 0 18 To view previous transaction and for receipt reprint refer 10 your reports Transaction Capture The Capture window allows the merchant to move previously authorized transactions from the Queued Transaction to the batch manager Capture DOES NOT require a magnetic strip card reader Refer to the Merchant Console Guide for Queued Transaction information Step 1 Fr Click on the Capture icon or from the menu select Transactions gt Capture Capture Step 2 Within the Capture window enter customer information and cick the Process button Lo process the void
18. nsactions refer to the Merchant Console User Guide instead of the Batch Manager Step 1 O Click on the AuthOnly icon or from askont 3 the menu select Transactions gt Kanon nem a Step 2 Within the AuthOnly window a Waiting for swipe text will be displayed At this time Swipe the credit card through the magnetic reader The magnetic strip on the credit card should be facing towards the power ight on the USB reader Make sure the card is at on the reader base and swipe steadlly The card reader should se ET b on a flat and level surface for the best performance Retail Pay User Manual v3 0 0 12 Step 3 The fields for CWV2 Street and Zip will be grayed out as that information does not need to be entered for a swiped transaction Step 4 Click the Process button to process the current transaction Transaction AuthOnl The Auth Only window allows the merchant to pre authorize and DOES NOT require a magnetic strip reader Pre authorzing the transaction places the transaction into the Queued Transactions refer to the Merchant Console User Guide instead of the Batch Manager r anual Step 0 Atos mu m r If tha Sale Window is not already pen click on the AuthOnly Icon or from the menu select Transactions gt AuthOnly Step2 Within the AuthOnly window click the Manually Key button If ihre is no swiper assigned in your de
19. ty questions and user permissions in te User Manager When you import an existing company none of the user settings willbe imparted Aina nev ver megane 3 the company Megane 20 Te 10 register the software you must sign in with mastor administrative login credentials Retail Pay User Manual v3 0 0 6 Section 3 To set your company information for your receipts add peripheral hardware adt manage users and more you need edit your Settings Company Settings LE The company settings will appear on your printed receipts Fil out the fields for tha information that compantin gt you wish to show to your customer if Tax is applicable to your business enter the tax rate and choose either a dollar amount or percent If you select Add Tip you wil have the option to enter a tip into the sale form at the time ofthe transaction or to print a blank tip line on your Emai receipts Press Save to save your company settings Printer Settings Es To have the option to print a receipt after a successful IFRS transaction authorization you must first select which receipts you would ike to print I there are no Print Copies selected the print button wil not appear Printer Sonings Press Save to save your Printer Settings Prtcopis Prt Meehan Copy Password Reset Samca Sme Regardless of user permissions each user with access to the software has the abilty to change their
20. vice manager ne screen wil defaut to a manual entry Step 3 Enter the customer information and click the Process button to process the current transaction Card Number Expiration and Sub Total charge amount are the only fields required in order to charge a card All other folds are for your company records Retail Pay User Manual v3 0 0 13 Approved Transactions A Transaction Approved window will be displayed forall approved transactions Processor results wil be displayed To email a customer receipt press the Email Receipt button and enter the customer email address Ta view or print a transaction receipt click the Print Receipt button To process a now transaction click the New button Declined Transactions if for any reason a transaction has been declined a Transaction Declined window will be displayed with a decline reason To view previous transaction and for receipt reprint refer to your reports Transaction Credit Swiped The Credit window allows the merchant to credit a transaction and DOES require a magnetic strip card reader By swiping the credit card you are attaining the best possible transaction rate Far Step 1 jane Click on the Credit Icon or from the menu select Transactions gt Credit Step 2 Within the Credit window a Waiting for swipe text will be displayed At this time Swipe the credit card through the magnetic
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