A guide to Barclaycard Anywhere
Contents
1. User who conducted the transaction Transaction ID Receipts can be sent re sent via email or text at any time Card Payment User Sarah Read Customer Mark Smith Date 29 Apr 2014 15 21 57 Transaction ID 290221501954 Receipt earn more Location when transaction took place Receipt status Refund option Payments Daily Sales March 2014 100 50 i xz ono Amount Date 400 adu Mp Yesterday at 1 17 PM 5 00 4 days age 07 Har 2014 15201 25 00 4 days ogo Uf Mar 2014 DE T6 25 00 5 days age Oe Mar ALA 11 51 100 5 days age Ds Mar J014 1 11 Dashboard Monthly Sales ibi ibe itt L Cur Mew Dec he Feb My User Mullaney Joa Goodwin Sophos Fan ras Miry Clare Sanders Customers Type Ladd payment Card payment payment Cand payment Card payment Products Devis Elderflewer bubbiy Goods E Services hoods 5 Merite Goods amp Services Settings Users Staten Transaction ID 100112501783 erp1o1501780 Urt 8501778 ORS ESOL 0650131501 ww 7 gt Transaction 100112501783 Transaction amount Transaction Date User Type 5tatus ard Humber Card Data Source Card Reader ld Juithorisatian Code AM Expiry Date mm yy App Effective Date App Label 400 Yesterday at 1 11 PM Sarah Read2. reports Show Reports O Total Sales Delete reports amp X Analytics Cash vs Card Payments O Personal Total Sales Total Sales This Month Ch rsge bas iai 150 1 ro sate HI 33 00 ll 1 OG 30Apr2014 Hew Customers Lact Month 3 A A Piri Learn more Viewing payment history ABS A amp 11 31 Main menu bar Search by customer name or amount Date of transactions Payment History Sum of payment for the day AJ Homity pie x2 155g 14 9 Mark Smith Time stamp 1420 Mark Smith Amount Crusty Roll 1408 Mark Smith Bakewell Pie Clotted cream f 1123 Mark Smith Bakewell Pie 10 April 2014 15 55 t Status of transaction 13 28 Mixed Berry Tart Mini 11 00 Strawberry Cheesecake Goods amp Services Refund James Davis 12 00 Raspberry lemonade Nutloa Sale Learn more Viewing a payment in detail Click on any transaction to see it in detail 2 Payment History TUM park Seth 150 ossis Serien 11 38 Srii 5 ED auem ESE Mark Smith Fo Hieray 1881 1151 G CwpCabe Piirre ue bubbly E1500 EN Serco Status of transaction Type of transaction cama The customer s name Date and time of transaction Payment history
3. Lard Chop amp PIN Panama eris meaa ste DO IEE ggg TS ADOD0DOOO 21010 127 DALAI VISA Credit Customer Details Mama Email Telephone 447817009676 Verified by PIN A product lin Click on an individual product to get more detail amp Y barclaucard Dashboard Payments Customers Products Catalogue gt Bakewell tart Top Purchasers Get an overview of the product line including 323 90 total sales value and volume of units sold 70 laa Spencer a m E xr Larue Sarah ames i A s rue Fn Catalogue gt Bakewell tart Edit details or delete MM products Details will be synchronised to all Barclaycard Anywhere app users within your company SO your Sales team can stay up to date Product details including t price image and VAT rate Price 4 II WAT rabe A complete sales history for Sales Activity the product line in date order Date 13 diys age Learn more Managing your users The users page allows you the admin user to add new users to your account view all your users activities and edit viewing privileges a barclaycard Dashboard Payments Customers Products Settings Users Search through all the users set up by you the admin user Users ADO USER Erud Action EE See individual user activity and edit ER RU user privileges e g admin rights josh power paperchas
4. Refund Payment must be present with their card to Are you sure you want to refund perform a refund this payment Once refunded you will not receive funds for this payment Confirm that YOu want to give a refund QY barclaucard Card Required Please ask the customer to provide the card for the payment to be refunded to earn more Y barclaucard Connect Card Reader Connect the card reader and proceed the process is veru similar to taking a payment The custorner checks the You ll be prompted to insert or d hei Swipe your customer s card PIN on the card reader QY borcloucard Secure Refund in Progress QY barclaucard Insert or Swipe Card Y OO O Confirm Amount XX OK or Cancel Insert or Swipe Card e __ OO O OK 9 A uJnun ti E e A eode f 7 4 4 go 7 uv A VSIA u VSIA u Learn more Authorisation is being requested From the cardholder s bank or credit card provider QY barclaucard Authorising Refund Confirmation From Barclaycard that the refund has been successfully authorised Authorising MENO 3 Rol N fe SATA 3 m 30 VN NP lt 5 UO uc gt Learn more amp y barcloucord C
5. Smith Bakewell Pre Learn more 4 borcloucar Payment Completed Would you like to send a receipt M Email Text Send email or text receipt Press to complete Sending receipts Once you ve selected to send a receipt by email or text you are prompted to enter an email address or phone number These details will automatically appear if you Text receipt to B Email receipt to are serving a customer who is already on your customer list 447713744277 blue samsung visacigmail cam Details entered at this point are not stored and are only used For the purposes of Sending a receipt View paper receipt REPTILES Processing refunds 06 May 2014 10 55 Chocolate Chip Cookie Coconut Layered Cake 10 54 Sarah Read Pe pe 02 May 2014 219 67 Chocolate Chip Cookie ed Bakewell Pie Chocolate Chip 146 89 Cookie Clotted cream fudge 200g Coconut Layered Cake Sale Select the transaction you want to refund If you are refunding the last payment you took SR it will simply be voided Cup Cake Crusty Roll Eggs 26 50 organic amp free range x6 Chocolate Chip Cookie Coconut Layered Cake Learn more Q Payment __ Card Payment 25 00 User Sarah Read Customer Date 10 Apr 2014 15 55 21 Transaction ID 100255501923 Receipt Review the last payment and select refund Your customer
6. amp Y borcloucord Authorising Payment Learn more NL IF at any point you wish to cancel the transaction press the X button Confirmation From Barclaycard that payment has been successfully authorised a borclaucard Completing Payment IF a Signature is required you ll be prompted to allow the cardholder to sign on your smartphone amp borcloucord Completing Payment Learn more NL The cardholder signs using their fingertip or a stylus dependent on your smartphone and confirms the transaction by tapping the button Signature Required Check the signature against that on the card and approve A barcloucard Verify Signature Learn more NL Transaction is being completed Once complete you can send the cardholder a receipt Confirmation from Barclaycard that payment has been successfully authorised o vy amp borcloucord amp Y borcloucord Completing Payment Completing Payment Learn more NL A barcloucard Payments Completed Send email receiot Press to complete Send text receipt Learn more NL Taking cash payments 4 Cash Payment Total f Confirm the amount Amount Tendered 2 00 Enter the amount tendered Change 0 11 Change is automatically calculated Complete Payment Select Complete Payment Parent S Mark
7. number of payments total value of payments and average payment Ex VAT 0 00 TERRE a Ex VAT 0 00 VAT 0 00 arenas VAT 0 00 Total Total 0 00 Lizzie Camper Managing customer _ information in the online account From here you can manage your customer information in more detail update your database and view in depth customer analytics Get an overview of your top customers by sales N value and the latest customers to be added Q barclaycard Dashboard Payments Products Customers tepublic of ireland op Lustomers wa my Gardener Search your customer Add a new customer to the list list by name Customer This information is then synchronised RETE 789455671 to all Barclaycard Anywhere app buds users within your company so your sales team can stay up to date Suz Webb B 159 St James Northampton NN5 SL Learn more Checking how your business is doino e Viewing your performance in the online account e Viewing your performance e Viewing payments history e Viewing a payment in detail e Viewing payments in your online account e A product line in detail Learn more Viewing your performance in your online account The Dashboard page gives you an overview of what s happening with your business Your monthly sales top customers best selling products and all your latest Sales activity You can also click through to the dedicated Paymen
8. the Barclaycard Anywhere app The Barclaycard Anywhere app is available in both the Apple App store and the Google Play store Just search for Barclaycard Anywhere and install rr Barclaycard Anywhere Log on to the Barclaycard Anywhere app barcloycard Log in to your online account You will And your personal log in details inside your welcome email Visit and enter your email address and password K barclaycard Navigating the Barclaycard Anywhere app Main menu bar for App navigation Your company and user name Last login Apr 2014 1549 Go straight to your sales till fi Take Payment View your transaction history Payment History View your product list edit and add new products Products View your customer list edit and add new customers PB Customers View top line sales product and customer analytics ulli Analytics Edit settings within the app 63 Merchant Settings a Sign Out Version 1 0 6 Demo Learn more Navigating the online account The Customer section allows you the admin user The Products section allows you the admin user to add amend and delete customer information to add amend and delete product information The Payment section shows both overviews and m The Settings page provides an overview of the business including trading name detailed information about all
9. Q barclaycard A guide to Barclaycaro Anywhere tlh 1 VSIA we Learn more e Barclaycard Anywhere components e Card reader speciAcations e Getting started Payments Getting the most out of Barclaycard Anywhere e Checking how your business is doing Managing your users e Support Learn more Barclaycard Anywhere components Three simple parts all working together Taking Payments Managing your account Card reader Online account The hub of your business Create and edit your product and customer lists view all your transactions manage your staff access and view detailed performance analytics Smart and compact your card reader connects to your smartphone and sends transaction data between the two devices Barclaycard Anywhere app Take payment keep track of all your transactions view and edit sales or customer data on the go send e receipts and get an overview of your sales performance Learn more Card reader specifications Dimensions 134 x 70 x 16mm Charging time 4 hours Standby time 10 hours Weight 126 59 Power and charging LED Micro USB charger Flip open keypad protector Retractable Smartphone connection Learn more e Installing the Barclaycard Anywhere app e Logging in to your online account e Navigating the Barclaycard Anywhere app e Navigating your online account e Viewing and changing settings Learn more Install
10. e com 16 Sep 2003 11 37 44 or read only Gave Campbell gavecampbel salesforce com Sophie Clark sophseciark 9mrplumber com Liz Turner lizturner Q Gowers today com ackie Clarke jackieclarkegjbackery com m Brown tombrown timberyard com pauladyer Dwecanfost com jacobhardy ut com Create groups of users according to specific tasks or geographic location e g eastern region sales team Access Permissiom Count Edit group user privileges universally e g admin rights or read only Learn more Support You c can also n i ue a website Or call Financial Queries Tel 0844 811 6666 Technical Queries Tel 0800 092 0808 Back to top
11. ompleting Refund VSIA u M eade Refund Approved f i amp y barclaycard Refund Completed Would you like to send a receipt Remove Card Send email receipt J Text Press to complete I if unun pJO ULL Send text receipt lA gow VSIA u Learn more Barclaycard Anywhere Managing your products services and customers Managing your products and services in app e Adding products and services in app Managing your products and services in your online account e Adding and editing customers in app e Adding a customer to the transaction anaging customer information in your online account Learn more Managing your products services and customers This is where your business begins to take shape You can enter products or services and add customers on both the Barclaycard Anywhere app and online portal Adding pictures and price points into your database so that you have easy one touch recall when you are with a customer No more typing in individual prices while you are making a sale earn more Managing your products and services Search for product by name Add a new product to the list Products Product pictures and description Product paoe Adding and editing products or services Click on the symbol to add a new product or ser
12. r Parameters set by pee Barclaycard which define transaction limits for all Barclaycard Anywhere users Learn more Summary of all the card readers activated under your account Payments e Navigating the payment screen e Selecting card or cash e Taking card payments Taking cash payments Sending receipts e Processing refunds Learn more Navigating the payment screen Select a customer from your customer list N ti A ERE A Payment History Payment Camera to take pictures of new products or customers or to select from library amp Mark Smith X Add a new customer to your customer list Taking Payments Selecta Goods amp Services 0 00 Quick payment Enter your amount here product from your oroduct list G Products f New Item Create a new item in the sales till Take Payment Take payment with cash or card Sale total earn more Selecting card or cash Q Mark Smith e Bakewell Pie 1 89 Select Card or Cash Take Payment Press Take Payment Learn more Taking card payments Once connected your card reader will start communicating with your smartphone QY barclaycard Connect Card Reader 2 barclaycard f 7 22 Ar UL P P A rage VSIA u Learn more You ll be prompted to insert or s
13. ts Customers and Products pages in the top navigation bar amp Y barclaycard Viewing your oerformance The app includes powerful sales analysis tools to help you keep control of your business You can track op sales customers Best selling products e Card vs Cash split Main menu bar amp y Analytics Set your date range e Personal sales total Total Sales This Month Total sales For month Change from last Graphical Analysis Analytics 30 Apr 2014 New Customers New customers Last Month This Month New customers this month last month 2 0 22 Number of pages Swipe to view earn more Top products by value amp y Analytics amp y Analytics Top customers by value Top Products This Month Top Customers This Month Bakewell tart Nutloaf Fruit Cake Slice Parick Madigan James Davis Organic vintage cider Mini Strawberry Cheesecake Clotted cream fudge 200g H9 20 00 earn more amp y Analytics amp y Analytics Personal Total Sales This Month Individual sales For the user Cash vs Card Payments Total split of cash This Month vs card sales 30 Apr 2014 Learn more Choose which report you want amp y Analytics amp y Analytics Time Period This Month Filter by date range Add Reports 4 Total Sales
14. vice d CRY Product m Select to edit product Delete product Add picture Add product name Add unit price Select VAT Rate 0926 5926 2096 Product performance including sales per All Time month total sales and product rank Managing your products and services in your online account The Products page is where you can view and edit your products see list total sales for individual items and keep up to date with your best sellers a barclaycard Products A summary of your Best Sellers best selling products Add a new product to the list New products will be synchronised Click on any product to see to all Smartphone detailed sales information For app users within your that product line Johnnie Walker Red 684131 company so your sales team can stay Up to date Search products by name or price Product Name Clotted cream fudge 200g Tart Ham amp Leek x 2 earn more Adding and editing customers Customer page Q Customers Ben Andrews Tim Acorn Carla Ash Anna Anderson Sandy Boris Jake Bates Paul Clarkson Sophie Clifton Lizzie Corby Learn more 4 Customer Details Ben Andrews 21 Sample Street London A12 3BC 128 95 Name address and contact details held for this customer Edit customer details Delete customer Customer activity details including
15. wipe your customer s card a barcloucard The customer checks the amount and enters their PIN on the card reader d amp Y borcloucord Secure Transaction in Progress O O Learn more NL Authorisation is being requested from the cardholder s bank or credit card provider w amp borcloucord Authorising Payment Whilst the transaction data is being sent For authorisation the cardholder can track the status by following the prompts on the Card Reader a barcloucard Authorising Payment Learn more NL Confirmation From Barclaycard that payment has been successfully authorised amp Y borcloucord Completing Payment Send email receiot Learn more NL amp Y borcloucord Payments Completed Press to complete Send text receipt How to use the swipe IF the chip and PIN Orocess Fails or if the You ll be prompted to insert or card does not have a chip swipe the card face down at 45 degrees using an even soeed Always ensure that the card is Fully inserted as you swipe to ensure that the magnetic strip makes contact m 45 degrees v Learn more NL The customer checks the amount and enters their PIN on the card reader amp barclaycard Secure Payment in Progress Authorisation is being requested from the cardholder s bank or credit card provider
16. your transactions and contact details plus a list of all the card readers registered to your account Your Dashboard contains a summary The Users section is where you the admin user can add amend and of all your company s recent activity delete your Barclaycard Anywhere users i e your mobile workforce Q barclaycard Payments Customers Products Settings Users Log out Dashboard Monthly Sales Top Customers Top Items P 1 QO 1 1 j 25 LK Joe Spencer Cup Cake Tola income February 2014 BillTumer Elderflower bubbly Sarah James Clotted cream fudge 200g 68 P D s Jimmy Gardener Eggs organic amp free range x6 ANY Aimee Flay Bakewell tart Tola reume March 2014 View Payments View Customers View Products Latest Payments View all payments Activity feed View all activity Amount Date Type Date User Learn more Viewing and M changin Q se ttin OS The settings page provides an overview of the business including trading name and contact details plus a list of all the card readers registered to your account barclaycard User Details Main account holder details Registered name and address xm c Company details as registered Account Details at the time of application Only EXE the company image or logo can men be changed online to change Fictional Food company details please call ne customer services on 0844 811 6666 Mento
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