AprivaPay™ Plus - Digital Base Productions
Contents
1. esx Send receipt to 4 customer home com 602 4 Message and data rates may apply ueweslbe sanss pres Aw 0 Duipioo0e junowe 2101 8000 ayy ed 0 99000 SSeuoind 919 duos wes e Enter customer phone number e mail or both and then tap Send Receipt e Enter Sale Amount and then swipe your Customers card e Ask your customer to sign for the transaction and then tap Complete Purchase The approved amount is less than the total amount AprivaPay Plus Merchant Total Amount El A receipt has been sent to Approved Amount 602 555 1234 Outstanding Balance customer home com E May 23 2013 12 56 PM El Receipt Number 3819 Card ending in 6787 e Tap Continue e Enter the remaining sale amount and then swipe your customers alternate card AprivaPay Plus Merchant A customerGhome com 602 555 1234 El A receipt has been sent to Message and data rates may apply e 602 555 1234 A customerfGhome com Ea May 23 2013 12 56 PM El Receipt Number 3820 E 3 5 6 i 5 13 3 E 5 3 8 a 8 l Sseuoind 919 duos No Receipt Send Receipt K A ES Card ending in 8431 e Ask your customer to sign for the transaction and then tap Complete Purchase e Enter customer phone number e mail or both and then tap Send Receipt e Receipt is displayed e lap Done Page 29 Special Prompting2. Some transactions will require you to enter additional information prior to processing AVS Address Verification Whenever you process a sale with the card not present you will be prompted to enter the house number of your customer DESCBOSSEHESTOSBZO Enter the billing address here since the card is not present 09 14 123 85251 Card Present VISA 3029 e If the customers card Is e Enter your customers not present de select the house number on the Card Present option More Info screen and then tap Continue Commercial Cards If a customer uses a purchase card for a transaction you may be prompted to enter Tax and Customer Code information Enter a percentage to include state and local taxes to this purchase Enter a percentage to include state and local taxes to this purchase Tax Exempt NO Tax Rate Tax Exempt Tax Rate Customer Code optional Customer Code optional
3. access your microphone settings as follows Goto Settings gt Privacy gt Microphone Turn AprivaPay to green If you are not using IOS 7 0 no action is needed as you will continue to be able to swipe cards with the application Please keep these instructions in mind if you do upgrade to OS 7 0 Page 6 AprivaPay Plus Login Screen Tap the info icon for helo and support information Welcome Back user domain com Username box Password Password box Enable this option to save your password when logging In Keep me logged in ON Cc Reset Password Haven t activated your account By tapping Sign In you agree to the EULA Sign In If you forget your password use the Reset Password option Tap Sign In after you enter your username and password Page AprivaPay Plus Customer Receipts After completing transactions you have the ability to send electronic receipts to your customer You can send SMS receipts e mail receipts or both 1 34 AM y PP Fi Fj wernzon Gla WMobHe number Message and data rates may apply Send Receipt Tap the Mobile number field or Emall field to enter your customers mobile number or e mail address Tap the contacts icon to select an SMS or e mail contact from your phonebook 7 45 AM All Contacts E 4 Sharron Lewis Cathy Love Bi
4. sales Sign Out Account E Sales History Reports Inventory Help and Support _ Settings Tips eE 14 Tax O OFF ZE Receipts OFF gt Invoice Numbers gt e lap Reports 1 41 AM Gaa Done August 1 2013 August 19 2013 E Credit Sales 27 80 5 Cash Sales 2 50 Taxes 0 00 0 00 Total Sales 30 30 Email Detailed Report e The app displays the Total Sales Report e lo email the report tap Email Detailed Report Specify the date range for this report Start August 1 2013 August 19 2013 View Report septmter 2 2014 e Select a Start and End date and then tap View Report Where would you like to send the detailed report me domain com 3 0 6 6 Hz xjc vje nimfo space E Send 123 e Enter an email address to mall the report to and then tap Send e lap Done when finished Page 28 AprivaPay Plus Partial Authorization A partial authorization partially approves a transaction if a cardholder does not have enough credit on their credit card to cover the transaction amount You may then allow the cardholder to pay the remaining balance owed with another card or cash Note This is completed in two separate transactions The first transaction for the approved amount and a second transaction for the remaining balance 12 56 PI
5. 2 44 PM Return El Invoice Number MB2C14GQTW e Transaction receipt 5 displayed e lap Done Page 15 AprivaPay Plus Sales History Resend Receipt Sano Account E Sales History Reports Inventory Help and Support Settings Tips Tax Receipts Invoice e Tap Menu e Tap Sales History 4 customer home com AprivaPay Plus Merchant t May 23 2013 12 40 PM A 602 555 1234 Invoice Number 16XJ51CGCD Massaga and data Tales MAY OPP Receipt number 3814 Card ending in 1111 Send Receipt p Send Receipt e Tap Send Receipt e Enter your customer s email address and or mobile number to resend the receipt e lap Send Receipt e Tap the transaction to resend the receipt AprivaPay Plus Merchant A receipt has been sent to 602 555 1234 customer home com May 23 2013 12 40 PM Receipt Number 3814 Invoice Number 61602 e Transaction receipt 5 displayed e lap Done Page 14 AprivaPay M Plus Settings Tips Sign Out Account _ Sign Out Account Sales Histor Sales Histor gt rara diem aah 5 os Reports Reports Y Inventory Inventory Help and Support Help and Support gt A See Peg tts ae el He thea m Done SmartTips ON 60 9 gt e Tap Menu Turn Tips on or Off e Additionally you using the slider By may enable smart tip enabling tips your amounts that allow customers can select y
6. Apriva Apriva Business oa Business INSTALL 5 oz space Search 3 e Search for AprivaPay e Tap INSTALL e Tap OPEN Plus Page 5 AprivaPay Plus Demo Mode Before activating your app you can familiarize yourself with all AprivaPay Plus features using Demo Mode Please note this mode will no longer be available once youve activated your app PAYA 1 HF Ff Mi Getting Started Already Approved for AprivaPay Plus Activate Your App Now Returning AprivaPay Plus User Haven t Applied for AprivaPay Plus AprivaPay Plus See the App Store description for details Demo e lap the Demo button to start AprivaPay Plus in demo mode Page 4 AprivaPay Plus Activation First Sign In nce the app has been downloaded and installed you will need to activate AprivaPay Plus and setup your password and security questions s Verizon 1 49 PM e lap the AprivaPay Plus app icon to launch the App 0 0 00 e o w e R r u Jo r lt e Create a Password for your account ana then tap Continue Activate Your App Now Already Approved for AprivaPay Plus 5 youremail domain con Es TO Returning AprivaPay Plus User 6 5 2 e Enter the 5 Digit User ID provided in your Welcome Email your Email a
7. AprivaPay Plus AprivaPay Plus Version 2 5 User Guide for iOS AprivaPay Plus lable of Contents ES qlo AM o e Po 5 DEMI I OS encina 4 ACUVaUON O PISE IO eresien 00 5 a a Eso ape e a E an Elio o A A RO II 8 lake Payment QUICK MOC 9 10 lake Payment 7 11 lake Payment Cash kansa UOP eiee eE eia AEE SEE E E OEEO ERE 12 Sales SSS RE UI eenas a gee E NEEE ira 0 A 14 ge OS A Uy 15 ie E A eo 16 SEUS ROCAS sr iba 17 Sao or o 18 o e A E RU 19 Boe Pope a e EE 20 E ipaiiecds 21 PS MOTO SINS E E E E 2 ventory 0 0 Zo la gio 8 oo o E E E aoaeiwesoradeaneesieataoseesnte 24 25 PRO Nt VCS SS A 26 SO a E E 2 Zo FS hee IN UZ UO eiorinn rates ive 29 Jo OG A SO Page 2 AprivaPay Plus Download amp Install If you havent downloaded the Mobile Pay app to your device you can do so by searching for AprivaPay Plus in the App Store _ il Verizon il Verizon gt gt e Open the App Store on e lap the search icon your device Verizon 1 48 PM Verizon gt 1 48 PM Verizon 1 48 PM aprivapay plus AprivaPay Plus AprivaPay Plus
8. Cancel re Receipts Invoice t Verizon 2 33 PM st Verizor 2 33 PM Backup Items Restore Items 5 Backup Items Restore Items 5 a EA ae c3 Birthday Cake 6 25 2 Birthday Cake 6 25 z Y A cil Party Favors Dn D DS a Dn oO N a d Party Favors iPhone would like to connect 2 N a Party Streamers n N gt f Party Streamers Accept Decline 92 20 40 gt gt lt gt 4 2005 49 gt gt lt gt 4 Page 26 AprivaPay Plus Sales AprivaPay Plus allows you to search and view your transaction history e From the Home Screen tap the Sales History icon Take Payment a Sign Out Account vales History Reports Y inventory Help and Support FE Tips Tax OFF Receipts OFF Invoice Numbers e The system displays the Sales History Screen e lap Date to search by date e lap Card Detalls to search by last 4 of a card number History TECDE gt ABC 9 e lap Amount to search by transaction amount Page 27 AprivaPay Plus Total Sales Report AprivaPay Plus allows you to view a lotal Sales Report by date range that displays all of your sales Summarized by Credit Cash Tax and Tips This report can then be emailed to a recipient of your choice e lap Menu e Select a date to view a graph of your
9. Pay Plus Description optional Subtotal e lap Menu Enable Invoice Numbers By enabling this option you will be able to add an invoice number to each transaction e urn Invoice Numbers on using the slider Settings Invoice Number sien cee Account Y inventory Help and Support it Tips tt Tax Tt Receipts ON Invoice it OFF Numbers A AirPrint Backup and Restore O p Settings e lap Invoice Numbers Mobile number Message and data rates may apply e When Invoice Number 5 enabled you will have the ability to enter an Invoice number for each transaction Page 18 AprivaPay Plus settings Air Print Senos Account Y inventory Help and Support So Tips Description optional Subtotal Receipts Y Invoice Numbers A AirPrint Backup and Restore Settings e lap Menu Add your company address and phone number to print receipts to your AirPrint printer A gaacocooda TECDE TOLLE return e Enter your company address and phone number as It should appear on printed recelpts Page 19 AprivaPay Plus Backup Settings at Verizon 12 49 PM tt Receipts Invoice Numbers i A AirPrint Backup and Restore Settings e lap Menu e ap Backup And Restore Settings What would you like to do with your settings Cancel e lap Backup to save your current Ap
10. Present VISA You have not added any items to this order e Swipe the lower e Enter the transaction e If the customer s card Is tab up to reveal the amount and then tap not present deselect the number pad the green button that card present option displays the amount e Enter customers card information and then tap Continue Z4 customer home com 4 AprivaPay Plus Merchant G 602 555 1234 A receipt has been sent to Message and data rates may apply 602 555 1234 uewesbe Jenss pres Aw 01 junowe e10 anoge ayi ed o 39200 O customer home com E 5 May 23 3 12 41 PM E 6 Receipt Number 3814 cn A Y Card ending in 1111 e Ask customer to sign for e Enter your customers e Transaction receipt is displayed the transaction email address and or e lap Done e lap Complete Purchase mobile number to send a receipt optional e lap Send Receipt Page 10 AprivaPay Plus lake Payment Items Mode If you have your inventory items stored you may begin a transaction by selecting the item rather than entering the amount Create Item Add a new item to your inventory Inventory Items You have not added any items to this order ef Balloons Cake 66 cream oe av e Tap Add items e Select the items from e Swipe customers credit e Note you may also use the your inventory then tap card Scan Item button to quickly Done scan the barcode of item
11. ce cream 3 99 o Tips ON 6 Tax AS Party Favors Receipts HEHN lt xXE lt CAIN Invoice Al Taalatlas e lap Menu e lap Inventory e lap Restore Items Syncing image Restore Items Restore all items from the cloud No Yes Where would you like to get your inventory Cancel 4 gt gt gt HG e lap The cloud e lap Yes e AprivaPay Plus syncs your inventory and returns to the Inventory list Page 24 AprivaPay Plus Inventory IOS Device Backup NOTE Before you begin this procedure make certain that Bluetooth is enabled on both devices Device 1 Device 2 1 Tap Menu 1 Tap Menu 2 lap Inventory 2 lap Inventory 5 lap Backup Items 5 lap Restore Items 4 lap A nearby iOS device 4 lap A nearby IOS device 5 lap the device listed 5 Tap the device listed 6 lap Accept Where would you like to send your inventory fk ee hee oe Where would you like to send your inventory The cloud d The cloud 4 Ny 1 Y A nearby OS device ee 5 A nearby OS device 4 gt y 4 h E A 1 6 e AOS 2 A Y BE Cancel 2 REA dl AER Cancel ul Verizon gt 12 45 PM u Verizon 12 45 PM S Account Seren Account E Sales History El Sales History Reports Choose an iPad iPhone Reports Choose an iPad iPhone 3 i or iPod touch or iPod touch Y inventory iPhone Y inventory iPhon
12. ddress and then tap Continue Haven t Applied for AprivaPay Plus See the App Store description for details e lap Activate Your App Now In case you forget your password Please choose question 1 Answer to question 1 Congratulations You re Ready to Accept Card Payments Please choose question 2 Answer to question 2 Please choose question 3 Answer to question 3 e Select and answer 5 e Tap OK Security Questions and then tap Continue Page 5 API PA Card Reader Setup 1 Before using the Rambler reader turn the 2 Insert the Rambler card reader into you device s ringer headphone volume of your device headphone jack as shown below up to maximum level y C2 an Phone SL Ma NOTE Phone images are for reference only Please refer to your smart phone s user manual for more information on adjusting your device s volume levels a Verizon 12 39 PM ringer 2 IMPORTANT OS7 Card Reader Access Update AprivaPay Would Like to Access the Microphone Don t Allow OK In order to swipe cards using the card reader on IOS 7 0 you need to allow the application to access the microphone After updating to IOS 7 0 on your Phone or iPad do the following e Log in to the app Plug in the card reader and you will be prompted to allow the application to access the microphone Select OK If you skip this prompt you can also
13. e Help and Support Help and Support Cancel Cancel D Y Receipts Receipts Invoice Invoice t IN Ae eed IN Ae ss Verizon T 2 15 PM ss Verizor 2 2 15 PM e sra Vea inventory Backup Items Restore Items 5 Backup Items Restore Items 5 8 B c c3 Birthday Cake 6 25 2 ES Birthday Cake 6 25 z fi e a a pe pr Party Favors Dn D DS a a Party Favors iPhone would like to connect n N gt Party Streamers f Party Streamers Accept Decline lt 20902 460 gt 4 lt gt gt lt 46 gt lt gt 4 Page 5 AprivaPay Plus Inventory IOS Device Restore NOTE Before you begin this procedure make certain that Bluetooth is enabled on both devices Device 1 Device 2 1 Tap Menu 1 Tap Menu 2 lap Inventory 2 lap Inventory S lap Restore Items S lap Backup Items 4 lap A nearby iOS device 4 lap A nearby IOS device 5 lap the device listed 5 lap the device listed 6 lap Accept Choose an iPad iPhone or iPod touch iPhone Where would you like to send your inventory A nearby iOS device Cancel Cancel PM Verizor 12 43 2 Sign Out Account Sign Out Account E Sales History Sales History 1 Reports Choose an iPad iPhone Choose an iPad iPhone or iPod touch 5 ve E 4 or iPod touch es gt gt Inventory iPhone iPhone Help and Support Cancel PE a
14. included in the app Simply tap the Scan ltem button at the bottom left An area will pop up to allow you to take a picture of the bar code on your item if you have one using your devices camera and add it to your Items list Page 22 AprivaPay Plus Inventory Cloud Backup You have the ability to back up Inventory items you have saved as a Safeguard in the event your smart device fails see Inventory Restore next page OR Account MO ory E sales History 5 ua o lull Reports Balloons 1 99 Inventory a Subtotal pio pr mis Maree Ps Tax k Help and Support Description optional Receipts Invoice Al Taalatlas e lap Menu e lap Inventory e lap Backup Items vernzol Laer Backup Items Syncing images Balloons Replace Items Replace all items in the cloud with this device s inventory Where would you like to send your inventory A nearby OS device Cancel 0 gt lt gt 4 e lap The cloud e lap Yes e AprivaPay Plus syncs your inventory and returns to the Inventory list Page 23 AprivaPay Plus Inventory Cloua restore You have the ability to restore inventory Items that you have saved to the Cloud or from the SD card on your Android device OR Account ry Balloons 1 99 e A tits Subtotal 4 9 Cake 8 49 3 Tax 2 Description optional f Help and Support gt Settings to I
15. ll Smith Mark Wright Cathy Love mobile 602 555 4321 home clove home com Page 8 AprivaPay Plus lake Payment Quick Mode Quick Mode is for merchants who do not wish to use Inventory items within the app See Items Mode if you would like to use inventory capabilities Take Payment Clear You have not added any items to this order Add Items Take Payment Clear sanss pies Aw 0 Guipiocoe junowe ero anoge ayl ed 0 39208 Sseudind eje duos Swipe the lower e Enter the transaction e Ask customer to sign for tab up to reveal the amount and then swipe the transaction number pad your customer s card e Tao Complete Purchase FR Send receipt to 4 customerGhome com 602 555 1234 a Message and data rates may apply 5 No Receipt e Enter your customer s email address and or mobile number to send a receipt optional e lap Send Receipt Thank You AprivaPay Plus Merchant A receipt has been sent to GU 602 555 1234 R customerGhome com May 23 2013 El Receipt Number FS Card ending in 6787 e Transaction receipt is displayed e lap Done Page 9 AprivaPay Plus lake Payment Manual Entry When you wish to take a payment but do not have your card reader with you manual entry allows you to enter the customers payment information by keying It in 09 14 123 85251 Card
16. our customers to a percentage to add tio using whole dollar a gratuity to their amounts for purchases purchase below 10 Tp Prompt agree to pay the above total amount according to my card issuer agreement Compete Purses Page 15 AprivaPay Plus settings Tax 12 46 PM Take Payment sao Account nero inventory 2 Add Sales Tax f Help and Support Settings Tax Rate Tips Enter a percentage to add state and local Tax taxes to each transaction Receipts Invoice NO OFF Neate OFF Backup and Restore Settings e Tao Menu e lap lax e Turn Tax on with the Tax slider and key in the desired Tax Rate e lap Account to return to the Menu E 1 Ms AE T af ka Take Payment cicar e When taxes are enabled the sales amount is automatically adjusted during the transaction Page 16 AprivaPay Plus settings Recelpts Seno Account Y inventory Help and Support Description optional Settings Subtotal 0 Tips ON w 6 it Receipts te Invoice p 0 OFF 4 Numbers 2 A AirPrint 1 OFF Backup and Restore j o Settings e Tap Menu Send me a copy of receipts E me home com PY4 Email optional Z4 Email optional R 602 555 4321 Mobile Number optional Mobile Number optional e urn Receipts on with the slider and enter up to 4 email address and mobile numbers e lap Account to return to the Menu Page 17 Apriva
17. rivaPay Plus settings Page 20 AprivaPay Plus Restore Settings a Verizon 12 49 PM Receipts ON Invoice Numbers A AirPrint Backup and Restore Settings e lap Menu e lap Backup And Restore Settings What would you like to do with your settings Cancel e lap Restore to load your previously saved settings Page 21 AprivaPay Plus Add Inventory Items AprivaPay Plus allows you to store information about your inventory including item name photo price and bar code 12 49 PM Sign Out Account E Sales pag as po Description optional Subtotal EN lt XE lt CAVNDOVOZE m Reports Inventory Help and Support Settings 1 Tips ON w 6 t Tax ON 0 t Receipts ON 0 ge GD e Tap Inventory e Tap the icon Cancel Inventory 6 Description optional l Description optional Taxable on Scan barcode to add UPC Taxable Y Ice cream 3 99 o gt Scan barcode to add UPC Party Favors 40 gt gt lt gt 4 e Enter desired item information Tap Done e The inventory item Is e To take a picture of your item to include displayed alphabetically in your list touch the Tap to add an on the Inventory screen image icon and use your phones own camera to take a picture and add it to the space provided or choose a picture from your camera roll e As an option you may also use the barcode scanner feature
18. s to be purchased Please see Add Inventory Items section for more information 4 customer home com i 10 a AprivaPay Plus Merchant e 602 555 1234 A receipt has been sent to Message and data rates may apply 602 555 1234 customer home com May 23 2013 12 42 PM uewesbe sanss pies Aw 0 junowe 2101 80006 ayy ed 0 29208 Receipt Number 3815 i l Card ending in 6787 Purchased Items O O 3 O 0 0 w 0 o e Ask customer to sign for e Enter your customer s e Transaction receipt 5 the transaction email address and or displayed e lap Complete Purchase mobile number to send a e lap Done receipt optional e Tap Send Receipt Page 11 AprivaPay Plus lake Payment Cash Transaction If all or part of your sales are by cash you can track your cash transactions for a complete picture of your overall sales gt e 2 Take Payment a Take Payment Clear Take Payment Clear 0 00 3 00 0 00 FS Credit Card e lap Cash e Enter the transaction amount and then tap the green button that displays the amount e Tap the card icon Thank You e Cancel Cash Sale Man sale Send receipt to AprivaPay Plus Merchant Amount Tendered i G 602 555 1234 A receipt has been sent to Change Message and da
19. ta rates may apply iia X4 customerGhome com E May 23 2013 Subtotal S Cash Sale No Receipt Send Receipt e Enter the Amount e Enter your customers email e Transaction receipt 5 Tendered and then tap address and or mobile displayed Complete Purchase number to send a receipt e Tap Done optional e Tap Send Receipt Page 12 AprivaPay Plus AprivaPay Plus Merchant May 23 2013 12 41 PM Invoice Number MB2C14GQTW Receipt number 3815 Card ending in 6787 Purchased Items Balloons x1 e Tap Issue Refund punjsy 02 00 919 e Ask customer to sign for the transaction e lap Complete Refund Sales History Issue Refund Sign Out Account Sales History Reports Inventory gt Help and Support 4 Tips 1 Receipts Invoice Mimhare Enter your password to continue lalo 4 5 5 7 8 9 0 BREE ABC 9 space Go e Enter your password and then tap Continue 4 customerGhome com 602 555 1234 Message and data rates may apply e Enter your customer s email address and or mobile number to send a receipt optional e lap Send Receipt e lap the transaction tO refund 12 44 PN PaT EH Dealg Refund to original card e Select a reason for the refund and then tap the green amount button AprivaPay Plus Merchant El A receipt has been sent to 602 555 1234 4 customerGhome com ES May 23 2013 1
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