Chase Mobile Checkout Canada User Guide
Contents
1. 9 41 AM Funding Overview 1088232 KICKSTART CAFE Sat Sep 01 Sat Sep 29 gt LE 161 72 gt Thu Sep 27 Wed Sep 26 Tue Sep 25 65 805 14 gt 71 676 60 gt 90 830 91 gt Mon Sep 24 978 23 Sat Sep 22 80 414 84 gt 15 17 CHASE Q Paymentech 5 USING THE CREDIT CARD READER The Chase Mobile Checkout credit card reader has one indicator light that provides users with battery and transaction statuses 5 1 Battery Status LIGHT STATUS BATTERY STATUS Off SteadyGren _ oteady Green Fully Charged Alternating Green and Amber Recharging Steady Red for 2 seconds After Powering On Low Battery 5 2 Transaction Status LIGHT STATUS TRANSACTION STATUS Processing Steady Green Steady Green Ready To Swipe Good Card Read Bad Card Read Card 15 Missing Track 1 2 or 3 Best Practices To protect the credit card reader fold the audio jack and charge it when not in use 16 17 CHASE Paymentech 6 TROUBLESHOOTING Getting Started Issue A 9 Suggestion 3 cannot log in to the Ensure that you are connected to a network and that the device is not forgot my password Reset your password by tapping Forgot Password on the home eee en RM Ensure you are spelling your password correctly work Ensure you enter the correct letter case for your password Cr2. Transaction Detail Sun Jun 16 at 12 00 AM Approved 2 571 05 123456 No Signature Provided Email your customer email Phone 555 555 0100 Resend Receipt 4 USING A SMARTPHONE CHASE Paymentech To resend a digital receipt to a customer go to the Reporting Dashboard Tap the Today s Transactions widget header Find the transaction in the list or search using the Magnifying Glass icon Confirm or edit the customer s email address or mobile phone number Tap Resend Receipt This will also send you a copy of the receipt Mike s Hockey Shop Merchant ID Sale Approved Date Time 10 11 37 Card Type Visa Time Zone EDT Entry Method Encrypted Swiped Card XXXXXXXXXXXX7833 Invoice Approval Code V Code Resp Amount 90 00 agree to pay the above total amount according to the card issuer agreement Merchant agreement if credit voucher m d Sct h Map data 2012 Google Thank you for your business Customer Copy You can use Chase Mobile Checkout on both a smartphone and a tablet However due to smartphone screen dimensions there may be slight differences in the instructions and on screen elements 41 PERFORM A CREDIT CARD SALE 1 Tap Sale on the Payments home screen and add items from the Product Catalog or enter the amount of the sale Tap Continue 2 You can either swipe the credit card on the card reader or enter the credit card information through the smartphone keypad Key an
3. Transactions 2 571 05 Total Settlement I Amount 1 179 09 1 110 24 1 175 01 1 843 08 1 645 06 1 408 63 1 329 03 526 70 145 419 92 Settlement Overview Jun 03 Jun 16 i Jun 03 Jun 16 Settled Amount 145 419 92 102 625 71 Total Settlement Amount F Jun D Thu in O Wed Ad 05 o x e e j 4 Mon Jun 03 Chargebacks May 01 Jun 01 Jun 03 Jun 16 T 545 67 51 827 93 MANAGE YOUR PRODUCT CATALOG The product catalog lets you create listings for popular items to make it easier to ring up recurring sales by tapping the images To access your product catalog tap the Shopping Cart icon in the top right corner of the Sale screen 7 17 CHASE Paymentech Tap the Edit button in the lower left hand corner to exit the sales interface and manage the catalog To add an item to the catalog tap the Plus Sign button located in the lower left hand corner In the Create Item panel you can enter a name for your item a price some additional details and a description Star icon to identify this item as a favorite a popular item you sell frequently the Category field to create and assign a category to your item This makes it easier to group your items if you have a larger inventory Tap the Camera icon to select whether to take a picture of your item or to select an image from your mobile device s photo library Tap Save when you re finished and the item w
4. credit card details and tap Checkout Present the tablet to the customer for their signature and digital receipt information After the customer has given you back the tablet tap Authorize and a confirmation message appears Tap Home to return to the device s default home screen for the app based on the setting in User Preferences Confirmation Refund Receipt X Receipt details sent Schedule Follow up 9 17 PROCESS THE REFUND FROM THE REPORTING DASHBOARD 1 left navigation menu tap the Chart icon to open your Reporting Dashboard 2 Tapthe Today s Transactions widget to open the Transaction Summary screen Transaction Summary MID000012345 Kickstart Cafe Mon Jun 03 Sun Jun 16 QJ Transactions 12 00 AM Ea 2 571 05 gt gt gt gt gt gt gt gt gt gt gt gt gt gt Transaction Detail Sun Jun 16 at 12 00 AM Approved 2 571 05 No Signature Provided Email your customer email Phone 555 555 0100 Resend Receipt CHASE Paymentech If the transaction has not been submitted for settlement and is still in your open batch the Refund option may be a Void option instead CMC US s 028 Transaction Search x Start Date Tue Jan 14 MEM Date Tue Jan 21 Reference Min Amount Max Amount Card Type AliCar gt Enter Card CN et Select Date R
5. most recent 55 00 transactions at the top You can see historical transactions by 176 0 tapping the Calendar icon and selecting a start and end date 23 00 3 You can select a specific transaction by tapping it in the listing 4 Other useful information while viewing reports A Hierarchy icon will appear if your business has access to more than one account The Graph view can be toggled between bar and line graphs Graphs are scrollable horizontally Tapping on a specific data point will overlay the sales amount for that day 45 SALES OVERVIEW You may also view sales reports on your smartphone through Chase m Mobile Checkout The Sales Overview screen provides a day to day a 023 Kickstart Cafe sales summary Sat Dec01 Wed Jan02 m 1 From the Reports home screen tap Sales Overview under Transaction Reports 51 624 49 2 The current sales for the specified time period are listed with most ae recent transactions at the top You can see historical sales per day sin by tapping the Calendar icon and selecting a start and end date 3 You select a specific sale by tapping it in the listing 4 To view the information in a graph tap the Graph icon 544 00 gt 10 00 AM Sales Overview 1 Kickstart Cafe 14 17 CHASE Paymentech 4 6 X SETTLEMENT REPORTING Settlement reports can help you understand the overall activity of your account by keeping track of all bat
6. 2n 11 4 2 PROCESS A REFUND e ener nnne enhn enhn unen nra 12 4 3 RESEND A RECEIPT eere rrr nennen 13 4 4 VIEW TRANSACTIONS nnne nnn 14 4 5 SALES OVERVIEW eren runner nnn nnne nra 14 4 6 SETTLEMENT REPORTINGQG eere nnne nnn 15 4 7 FUNDING REPORTS e erre 15 5 USING THE CREDIT CARD READER 16 5 1 BATTERY STATUS RR ARR RES RR 16 5 2 TRANSACTION 16 6 17 2 17 CHASE Pa 1 INTRODUCTION 11 OVERVIEW Chase Mobile Checkout can help you grow your businesses by allowing you to process credit card payments wherever your business takes you in Canada excluding the province of Quebec In addition you can keep tabs on your business when you re not there by accessing key merchant account reports directly from your smartphone or tablet Key Features Securely process credit card transactions with Safetech Encryption Process and record transactions such as voids and refunds Allow customers
7. CHASE Paymentech Chase Mobile Checkout Canada User Guide i CHASE 4 1017 desi see 1222 Sam s Catering 9 14 Today 28 Transactions for 1 856 Refund Issuance Pom CHASE 5 Contents 1 INTRODUCTION U U 3 1 1 U U U U U 3 1 2 GET ADDITIONAL ASSISTANCE 3 2 GETTING STARTED J U U 3 2 1 SET UP YOUR ACCOUNT J 3 2 2 ACTIVATE YOUR ACCOUNT 4 3 USING A 4 3 1 PERFORM A CREDIT CARD 5 3 2 VIEW YOUR ACCOUNT ON THE DASHBOARD 6 3 3 MANAGE YOUR PRODUCT 7 3 4 PROCESS A REFUND rennen nnn U 9 3 5 RESEND A RECEIPT eren nennen 11 4 USING A SMARTPHONE eren nnne nnne nnn 11 4 1 PERFORM A CREDIT CARD SALE e ee ee
8. Phone There are two ways to process a refund in Chase Mobile Checkout If the credit card is present you can process the refund by accessing the Refund option on the Payments home screen If the credit card is not present you can locate the transaction from the Transaction Summary screen on the Reports home screen TO PROCESS THE REFUND FROM THE PAYMENTS HOME SCREEN 1 Refund the Payments home screen 2 Either swipe or enter the card information 3 Enter the reference number if required the amount of the refund and tap Continue If the transaction has been submitted for settlement and is still in your open batch the Refund option may be a Void option instead 12 17 CHASE ymentec h Present the smartphone to the customer The customer can use a stylus or their finger to sign for the refund After the customer has given you back the smartphone tap Authorize when completed Once the transaction is complete a confirmation message appears Enter the customer s email address and or mobile phone number to send a digital receipt of the refund Tap Done Tap Home to return to the Payments home screen TO PROCESS THE REFUND FROM THE TRANSACTION SUMMARY SCREEN 1 9 10 Tap Home to return to the Payments home screen 4 3 me ge Tap Reports Under Transaction Reports tap Transaction Summary Locate the transaction in the listing and tap to sele
9. act Us panel amount of the most recent transactions you submitted today 6 17 CHASE Q Paymentech Tap the widget to view the Transaction Summary screen where you can search for specific transactions and view detail The Sales Trends widget features a bar graph of your sales totals for each day across a week Tap it to access the Sales Overview screen where you can look at summaries and details of your sales and progress toward achieving your sales goal Settlement Overview displays closed batch figures as a total and broken out in a circular wheel format Each color on the wheel represents a different payment brand or type You can use your finger to rotate the wheel or tap the arrows to change the subtotal that displays The Funding Overview widget displays funding events and account fees as a total and broken out in a circular wheel format You can use your finger to rotate the wheel or tap the arrows to change the subtotal that displays The Chargebacks widget lists the total amount for chargebacks currently in process Tap it to view the chargebacks in summary format and in detail Fees displays a total of all fees assessed to your account over the past month 11 50 AM Settlement Overview MID000012345 Kickstart Cafe Today s Transactions Sun Jun 16 Sales Trends Amount Transactions This Week 10 56 Last Wee Card Type Summary Y E Start End 145 419 92 98 76 355 61 69 064 31 Mc asina Last
10. ange Done January 2014 s 30 31 1 2 3 Select the appropriate item the Transactions list If you don t see it tap the Magnifying Glass icon to open the Transaction Search screen 4 You can select a date range or search using other criteria 5 Tap the Search button and a new list of transactions displays to the right Tap the listing to view the Transaction Detail 6 If the transaction is in your open batch tap Void to prevent the transaction from being submitted for payment 7 For transactions that have already been submitted for payment tap Refund to issue a credit to the cardholder 8 A pop up window automatically displays the total transaction amount which you can modify to remit a partial refund Tap Refund when youre finished 9 Present the tablet to the customer for a signature and digital receipt information 10 After the customer has given you back the tablet tap Authorize Calendar Feature When using the Calendar to select a Start Date and End Date make sure you tap the Done button in the top right corner of the Calendar or the dates will 11 Once the transaction is complete confirmation message appears 12 Tap Home to return to the device s default home screen 10 17 3 5 RESEND A RECEIPT Tap the transaction p ue oce Transaction Summary MID000012345 Kickstart Cafe Mon Jun 03 Sun Jun 16 Transactions 12 00 AM TREC RL d
11. ches in your merchants services account These are similar to batch reports 9 41 gt Settlement Overview 1088232 KICKSTART CAFE Sat Sep 01 Sat Sep 29 1 Goto the Reports home screen Total Settlement Amount 2 Tap Settlement under Settlement Reports 3 This view provides you the most recent settlement data You will now be able to select the dates that you want to include in the report or tap on a settlement in the listing to see all the transactions in that settlement 4 7 FUNDING REPORTS 1 525 541 94 Thu Sep 27 81 366 57 gt Wed Sep 26 Tue Sep 25 87 037 36 gt 111 864 97 gt Sat Sep 22 99 571 00 gt Fri Sep 21 Thu Sep 20 100 631 22 gt Funding reports can help you see a complete listing of all the funding events and fees associated with your merchant account 1 Reports home screen Funding under Settlement Reports 2 This view provides you the most recent funding data You will now be able to select the dates that you want to include in the report or tap on a funding instance in the listing to see that account funding transaction 3 To view the information in a graph tap the Graph icon 4 Tochange the date range click on the Calendar icon 9 52 AM Funding Overview 1032804 DALYS INC 99 378 Funding Amount 1 194 514 86 81 593 43 gt A 3G Back Fri Sep 28
12. ct You may also tap the Calendar icon and select a date range for the transaction From this screen you can tap to either void or refund the transaction Present the smartphone to the customer The customer can use a stylus or their finger to sign for the refund After the customer has given you back the smartphone tap Authorize Once the transaction is complete a confirmation message appears Enter the customer s email and or mobile phone number to send a digital receipt of the refund Tap Done RESEND A RECEIPT To resend a digital receipt to a customer go to the Reports home screen Tap Transaction Summary under Transaction Reports Find the transaction in the list or search using the Magnifying Glass or Calendar icons Tap the transaction Confirm or edit the customer s email address or mobile phone number Tap Resend Receipt This will also send you a copy of the receipt 13 17 CHASE ymentec h 44 VIEW TRANSACTIONS One of the additional benefits of Chase Mobile Checkout is that it allows you to review merchant account reports on your smartphone The Transaction Summary screen provides details for current and historical transaction data TIT T Back 1 Reports OQ Today Thu Janos 8 Under Transaction Reports you will be able to select Amount Transactions Transaction Summary or Sales Overview The current transactions in your open batch are listed with the
13. edit Card Reader Suggestion The reader doesnt Ensure the reader is fully charged seem to be working Ensure the reader s plug is completely inserted into the mobile device s audio jack Disconnect and reconnect the reader Ensure headset volume is turned up to the highest setting Try turning off your device and starting over Application The application closes Close all other open applications on your device unexpectedly Ensure you are connected to a network Ensure your device is not in airplane mode Try turning off your device and starting over Transaction Processing lse Resoduin cannot process Ensure you are connected to a network transactions Ensure your device is not in airplane mode Ensure you are in Canada excluding the province of Quebec and not close to a border Ensure your GPS and location services features are not disabled Try turning off and then restarting your device Ensure headset volume is turned up to the highest setting Close any other applications on your device 17 17
14. hich will be provided by email into the Chase Mobile Checkout application Log On screen 3 17 2 2 CHASE Paymentech ACTIVATE YOUR ACCOUNT To activate your Chase Mobile Checkout account follow these four steps 1 2 3 4 Log on with your user name and the system generated single use password You will be prompted to create a new password Next since this is the first time you have logged in from this device you will be prompted to receive an identification code via your mobile number or email address on file Enter the identification code on the Log On screen and tap the Log On button Once validated you will be taken to the Payments home page Your account is now activated and you may start accepting credit card payments 3 Chase Mobile Checkout We don t recognize this mobile device CHASE Paymentech yefore you can access your merchant account lease request an Identification Code to help us USING A TABLET There are different versions of Chase Mobile Checkout based on region operating system and hardware While the capabilities of the app are very similar for both smartphones and tablets there are differences due to the changes in screen size As a result this guide includes two separate sections with different images to accommodate both smartphone users and tablet users 4 17 CHASE Q Paymentech 3 1 PERFORM A CREDIT CARD SALE 1 Onthe Sale screen tap the Enter Sale Amo
15. ill be available in your product catalog Icons across the top of the catalog make it easier for you to search through your listings filtering by category or favorites changing the way the items display or searching by keyword Tap and hold your finger on an image to bring up the Brochure View Your customer can look closely at each catalog item and swipe from side to side to flip through the listings the X in the corner of the item panel to return to the catalog If you ever need to change a listing just tap it to open and either make an edit or tap Delete Item to remove it entirely Tap the Back button in the top left hand corner to exit the Edit Catalog interface Edit Item Tax Rate Sumptuous vanilla cake layered with rich buttercream frosting 8 17 3 4 CHASE Q Paymentech PROCESS A REFUND There are two ways to process a refund in Chase Mobile Checkout If the credit card is present you can process the refund by accessing the Refund option under Payments in the left navigation menu If the credit card is not present you can locate the transaction from the Transaction Summary screen on the Reporting Dashboard TO PROCESS THE REFUND FROM THE PAYMENTS MENU 1 Tap the arrow to expand the left navigation menu Under Payments tap Refund Tap the Enter Refund Amount field enter the amount to be refunded using the keypad and tap Done to close the keypad Tap Refund to move forward owipe or enter the
16. r can use a stylus or his finger to sign for the transaction When the customer has completed signing and gives you back the tablet tap Authorize Once the transaction is complete a confirmation screen displays Tap New Sale to begin another transaction tap Schedule Follow up to add an entry to your device s calendar or tap Home to navigate to the device s default home screen for the app based on the setting in User Preferences Sale Receipt Sale Receipt Espresso 4 00 x2 Bagel sandwich 5 00 xt Chocolate eclair 5 00 xt Croissant 2 00 1 Thank you for your payment Raspberry cupcake 3 00 xt v Receipt details sent Schedule Follow up VIEW YOUR ACCOUNT ON THE DASHBOARD view your merchant account data select the Reports Dashboard icon in left menu bar Each Dashboard widget shows a high level list graph or wheel Tap the widget s header to view additional detail and then tap the Dashboard button in the top left corner to return to the Dashboard In the top right corner you can tap the Customize Permissions Dashboard icon to show hide or rearrange your widgets by To request changes to dragging them around Tap Save when you re finished miele merchant account You can also tap the Share icon to send an image of your administrator must call Dashboard in an email Support using the telephone number located Today s Transactions lists the time payment brand and in the Cont
17. to add tips to sales either manually or by selecting a suggested flat amount or percentage Customize a selection of tax amounts for automatic calculation Manually add a per order discount to accommodate special promotions or employee pricing Send digital receipts to customers via email or text message View historical account activity for both transactions and settlements Search for transactions Supported Platforms and Devices To determine if your smartphone or tablet is compatible with Chase Mobile Checkout please review our supported Device List at www chasepaymentech ca mobilecheckout supported devices pdf 1 2 GET ADDITIONAL ASSISTANCE If you require additional information or assistance please visit our Frequently Asked Questions page at www chasepaymentech ca mobilecheckout faq or contact us at 1 866 734 9637 2 GETTING STARTED 2 1 SETUP YOUR ACCOUNT To set up your Chase Mobile Checkout account you need to do three things 1 Contact the Chase Paymentech Sales or Merchant Support Team at 1 877 552 5533 to establish a merchant account All merchants are required to complete a detailed application and agree to terms and conditions at the time of enrollment All merchants are subject to credit approval 2 Download the Chase Mobile Checkout application from your device s App Store 3 Once you receive the credit card reader from Chase Paymentech you need to connect the device and enter your name and password w
18. unt field and use the keypad to enter the amount of the sale Tap Done to close the keypad Tap Checkout or Continue depending on your device Catalog Sale If you re selling the same items frequently you may benefit from creating a 55 9 product catalog for your mao device Once created you Wu com can quickly access the Product Catalogue by tapping the Product Catalog Sale icon in the top right corner 2 You can either swipe the credit card through the card reader or enter the credit card information using the keypad Remember to swipe slowly and firmly with the magnetic stripe down When successfully swiped the credit card detail populates the fields on the tablet 3 Key any additional fields as configured in your app s Optional Fields Preferences Tap Continue Complete any optional fields that may be enabled such as Discount or Tax You can toggle these features on or off in your app s Preferences section Credit Card Sale Sale Receipt Amount Street Address Zip Postal Reference Continue 5 17 3 2 CHASE Paymentech Present the tablet to the customer If the Tip feature is enabled an Add Tip field displays The customer can select a pre defined tip percentage or key in any amount The customer can enter their email address or mobile phone number to receive a digital receipt A signature box is located under the Send Customer Receipt area The cardholde
19. y additional fields as configured in User Preferences Tap Continue When swiping the card remember you can swipe in any direction though the magnetic stripe should pass over the indicator light and be in direct contact with the silver tab inside the reader 11 17 CHASE ymentec h 3 The credit card information will be recognized and will populate the credit card fields on the smartphone 4 Present the smartphone to the customer Only when tips are enabled will the Add Tip screen appear The customer can select a predefined tip percentage or key in any amount After the customer taps Sign they can use a stylus or their finger to sign for the transaction 5 When the customer has completed signing and gives you back the smartphone tap Authorize 6 Once the transaction is complete a confirmation screen appears Enter the customer s email address and or mobile phone number for the digital receipt and tap Done 7 After the receipt has been sent the final confirmation screen appears 8 Tap Home to return to the Payments home screen to continue processing additional transactions E 3G Back Total Sale 29 95 2 47 Tax VISA Tax 0 42 PROCESS A REFUND 9 41 AM Enter Card 8 250 9 500 9 41 AM Confirmation Approval Code 099066 AVS Response Match Thank you for your payment of 35 66 29 95 2 47 Tax 3 24 Tip Send Customer Receipt Email
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