2017-03-28T17:54:23Z

Adaley:

<center>'''CHARGE Anywhere® supports a wide variety of peripheral devices!'''</center>

Below you will find compatibility charts for card readers, portable printers, and PINpads. Click a device name for specifications, requirements and configuration guides.

== Compatible Peripheral Devices ==

{| class="wikitable sortable" border="3" style="text-align:center; font-style:bold;"

! scope="col" | Device List
! scope="col" | Image
! scope="col" | Android
! scope="col" | Apple iOS
! scope="col" | Windows
! scope="col" | QuickBooks
! scope="col" | Web Terminal
! scope="col" | EMV
! scope="col" | Mag Stripe
! scope="col" | Pin Pad
! scope="col" | NFC
|-
! scope="row" | [[ID Tech UniMag Pro]]
| [[File:AudioJack.jpg|50px]]|| '''✓*'''|| '''✓'''||  ||  ||  ||  || '''✓'''||  ||  
|-
! scope="row" | [[ID Tech iMag Pro]]
| [[File:SerialPortReader.png|50px]]||  || '''✓'''||  ||  ||  ||  || '''✓'''||  ||  
|-
! scope="row" | [[Anywhere Commerce Walker]]
| [[File:walker.png|50px]]|| '''✓**'''|| '''✓'''||  ||  ||  || '''✓'''|| '''✓'''||  ||  
|-
! scope="row" | [[ID Tech SecureMag Swiper]]
| [[File:USBcardreader.jpg|50px]]|| ||  || '''✓'''|| '''✓'''||'''✓'''|| || '''✓'''||  ||  
|-
! scope="row" | [[Miura M006]]
| [[File:00002.jpg|50px]]|| '''✓'''|| '''✓'''|| '''✓'''|| '''✓†'''||  || '''✓'''|| '''✓'''|| '''✓'''||  
|-
! scope="row" | [[Miura M010]]
| [[File:00001.jpg|50px]]|| '''✓'''|| '''✓'''|| '''✓'''|| '''✓†'''||  || '''✓'''|| '''✓'''|| '''✓'''|| '''✓'''
|-
! scope="row" | [[Woosim R240 Printer and Card Swiper]]
| [[File:WoosimR240.png|50px]]|| '''✓'''|| '''✓'''|| '''✓†2'''|| '''✓†2'''||  ||  || '''✓'''||  ||  
|-
! scope="row" | [[Woosim R241 Printer Only]]
| [[File:WoosimR240.png|50px]]|| '''✓'''|| '''✓'''|| '''✓†2'''|| '''✓†2'''||  ||  || '''✓'''||  ||  
|-
! scope="row" | [[Verifone 1000SE]]
| [[File:Verifone1000SE.png|50px]]|| ||  || '''✓'''|| '''✓'''|| || || || '''✓'''||  
|}
'''* See [http://www.idtechproducts.com/images/UniMag2_SupportList_20160616.pdf Unimag Compatibility List]'''

'''** See [http://kb.chargeanywhere.com/img_auth.php/6/66/Walker%E2%84%A2_Compatible_List_%282016-09-01%29.pdf Walker Compatibility List]'''

'''† Magstripe only. EMV and Pin debit not supported for Quickbooks Financial editions '''

'''†2 Bluetooth only. PC will require Bluetooth functionality or a Bluetooth dongle to connect '''

Mobile Payment App

2016-07-22T14:55:45Z

Adaley: /* Demos & FAQ */

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the QuickSale™ for Mobile Knowledge Base!'''</center>
<center>Available for '''[[Android]]''' and '''[[Apple iOS]]''' operating systems.</center>

<div align="center">[[File:Thunderbolt_Ad.jpg|540px|link=Android]]</div>

=='''Overview'''==
'''CHARGE Anywhere®'s QuickSale™ for Mobile''' is the industry's most complete mobile payment solution. CHARGE Anywhere's award winning Mobile Payment Solution gives merchants the ability to process transactions securely from their smartphone or tablet. The app offers the ability to accept multiple tender types: Credit Card, Cash, Check, Gift/loyalty, and ACH/eCheck. Included with the solution is our PA DSS Payment Gateway, ComsGate Transaction Manager and a Free Virtual Terminal. ''(The mobile payment app has the same basic functionality on all operating systems with a few minor differences. This page will display instructions and screenshots for [[Android]].)''

'''Available for:''' '''[[Android]]''' and '''[[Apple iOS]]''' operating systems

'''System Requirements:''' Internet Connectivity is required to transmit transaction data.

[[Android]]: OS 2.0 or higher

[[Apple iOS]]: OS 3.1 or higher

'''Supported Peripherals:''' See [[Peripheral Help]]

'''Features:''' Free Online Transaction Manager & Virtual Terminal, Electronic Signature Capture, Record of transaction location (GPS), Offline Mode (Store and Forward), AVS & CVV2, Level 1 & Level 2 Purchase Cards, Optional Prompts (tips, clerk#, tax%, customer#)

'''Add On Features:''' Bill Presentment; Recurring Database

''A Credit Card Merchant Account and ACH Merchant Account is required to process credit card payments and ACH transactions respectively. CHARGE Anywhere does not provide Merchant Accounts but is compatible with all major Payment Processors in the US & Canada.''

=='''Getting Started'''==
[[File:GooglePlay.png|thumb|right|200px]]
'''1. Download the QuickSale™ for Mobile app from the Google Play Store or Apple App Store.'''
*Click the following link to obtain the download: https://www.chargeanywhere.com/Downloads/android.html
*or go to the Play Store or Apple App Store from your phone/tablet and search for CHARGE Anywhere.

'''2. Enter the Software License Key and Phone Number.'''
*Software License Key and Phone Number are provided in your CHARGE Anywhere Welcome Email or Text Message.

'''3. Create an Admin password, security question and security answer.'''

'''4. Sign in with the username Admin and the password you created.'''

'''5. To configure a peripheral card reader and/or printer, see [[Peripheral Help]]'''.

=='''Swipe Card for QuickSale'''==
If you have a card reader configured, a QuickSale (credit card sale) can be initiated from the home screen by swiping a credit card. For help setting up card reader, see [[Peripheral Help]]. The images below outline the process of a QuickSale.
<gallery widths=190px heights=200px perrow=5>
File:Androidhomescreen.PNG| '''1. Swipe Card'''
File:Androidswipedsale.PNG| '''2. Enter amount and click Submit'''
File:Androidapprovedsale.PNG| '''3. The response will display and/or print'''
File:Androidsigcap.PNG| '''4. Customer signs screen and presses Submit'''
</gallery>

<center>''QuickSale instructions''</center>

=='''Transactions'''==
The Transactions menu will display a list of tender types: [http://kb.chargeanywhere.com/index.php/Android_Cash '''Cash'''], [http://kb.chargeanywhere.com/index.php/Android_Check '''Check'''], [http://kb.chargeanywhere.com/index.php/Android_Credit '''Credit'''], [http://kb.chargeanywhere.com/index.php/Android_Gift/Loyalty '''Gift/Loyalty'''], and [http://kb.chargeanywhere.com/index.php/Android_ACH/eCheck '''ACH/eCheck'''].
<gallery widths=150px heights=200px perrow=5>
File:Androidcashsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Cash '''Cash''']</center>
File:Androidchecksale.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Check '''Check''']</center>
File:Androidcreditsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Credit '''Credit''']</center>
File:Androidcharge.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Gift/Loyalty '''Gift/Loyalty''']</center>
File:AndroidACHsale.PNG|<center>[http://kb.chargeanywhere.com/index.php/Android_ACH/eCheck '''ACH/eCheck''']</center>
</gallery>

<center>''*Click the link below an image for more info on processing transactions''</center>

=='''Reports'''==
[[File:Androidreports.PNG|thumb|left|100px|'''Reports''']]

Reports will provide real time totals of transactions run within your Mobile Payment App during the current day. There are a few options to narrow the results of your report.

<center>'''Report Options'''</center>

*'''Tender Types Filter:''' ACH, Cash, Check, Credit, Gift/Loyalty. You may also filter your credit card search by card type.

*'''Detail Level:''' ''Short'' will display the transactions that make up the total; ''Full'' includes the timestamp of each transaction.

*'''Clerk# Filter:''' View totals run by a specific user by entering the user's clerk #.

=='''Logs'''==
[[File:Androidcurrentdaylogs.PNG|thumb|right|180px|'''Current Day Logs''' (select a trans)]]
[[File:Androidlogoptions.PNG|thumb|right|180px|'''Transaction View''' (click Menu button to void or print trans)]]

The Logs hold lists of transactions previously entered into the app and provides additional functions for that transaction, such as Reprint Receipt. ''(Screenshots to the right outline the process or reprinting or voiding a transaction)''

<center>'''Current Day Logs'''</center>

Displays approved transactions run within the current day. Click a transaction to view the transaction details.

*Void - While viewing a transaction's details, click the Menu button for the option to void.

*Reprint Receipt - While viewing a transaction's details, click the Menu button for options to print Merchant Copy or Customer Copy. A printer must be connected in order for this option to appear.

<center>'''Archives'''</center>

There are three archives. After every day, transactions are transferred from Current Day Logs to Archive 1, then Archive 2, then Archive 3, and finally removed from the app's memory. Any transaction record after this will need to be accessed via the online Transaction Manager. Click a transaction within the Archives to view the transaction details.

<center>'''Offline Transactions'''</center>

When transactions are entered into the Mobile Payment App while in an Offline Mode, those transactions are stored within this log. Click any transaction to view the transaction details. When Offline Mode has been disabled, you have the ability to send those transactions for live approval.

*Send All - If Offline Mode has been disabled, click the Menu button for an option to Send All. The app will send all Offline Transactions and display the number approved, declined, and failed. If the transaction failed to transmit it will be stored in Failed Offline Transactions.

*Void or Send Individual Transaction - While viewing the transaction details, click the Menu button for options to Void or Send Transaction. Void will remove the transaction from Offline logs so that it cannot be uploaded for approval. Send Transaction will only be visible if Offline Mode has been disabled.

<center>'''Failed Offline Transactions'''</center>

Stores transactions that failed to upload from Offline Transactions Log. Ensure that Offline Mode is disabled and that you have sufficient data coverage before attempting to resend. Click the Menu button for the option to 'Resend Failed'.

<center>'''Auth Only Logs'''</center>

All Auth Only transactions that were processed through the Mobile Payment App will be located within this log. Click a transaction to view the transaction details.

*Capture All (Force) - Click the Menu button for an option to Capture All. The app will send all Auth Only transactions and display the number approved, declined, and failed.
*Capture Transaction or Delete Transaction - While viewing the transaction details, click the Menu button for options to Capture Transaction or Delete Transaction.

=='''Config'''==
Config will display a list of menu options: [http://kb.chargeanywhere.com/index.php/Android_Feature_Options '''Feature Options'''], [http://kb.chargeanywhere.com/index.php/Android_Setup '''Setup'''], [http://kb.chargeanywhere.com/index.php/Android_Security '''Security'''], [http://kb.chargeanywhere.com/index.php/Android_Support '''Support'''], and [http://kb.chargeanywhere.com/index.php/Android_Maintenance '''Maintenance'''].
<gallery widths=150px heights=200px perrow=5>
File:Androidfeatureoptions.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Feature_Options '''Feature Options''']</center>
File:Androidsetup.PNG|<center>[http://kb.chargeanywhere.com/index.php/Android_Setup '''Setup''']</center>
File:Androidsecurity.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Security '''Security''']</center>
File:Androidsupport.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Support '''Support''']</center>
File:Androidmaintenance.PNG|<center>[http://kb.chargeanywhere.com/index.php/Android_Maintenance '''Maintenance''']</center>
</gallery>
<center>''*Click the link below an image for more info on the menu options''</center>

=='''Demos & FAQ'''==
<center>'''Demos and Resources'''</center>
[http://www.chargeanywhere.com/DemoMobilePayment/index.html '''Demos'''] - Click link to view demo videos

<center>'''Frequently Asked Questions'''</center>

'''Q: Is QuickSale™ for Mobile PCI compliant?'''

'''A:''' Yes. All of CHARGE Anywhere payment applications are driven by our Level 1 PCI validated payment gateway, ComsGate. We maintain the highest levels of PCI standards and best practices to ensure cardholder data is kept safe from misuse and identify theft. CHARGE Anywhere undergoes a continuous, rigorous audit process to confirm that our products and services are compliant with the latest Card Association regulations.

'''Q: Can QuickSale™ for Mobile work with my processor?'''

'''A:''' Yes. QuickSale™ for Mobile can work with any major processor in the US and Canada. Visit our corporate site for a complete list of processors that are compatible with QuickSale™ for Mobile.

http://www.chargeanywhere.com/Site/Solutions/IndustryPartnerandCertifications.htm

'''Q: What are the costs associated with QuickSale™ for Mobile?'''

'''A:''' All fees are designated by your merchant service provider. Please contact your merchant service provider for a price quote.

'''Q: Do I have to turn off my old payment processing software before using QuickSale™ for Mobile?'''

'''A:''' No, QuickSale™ for Mobile does not interfere with any other processing software you are currently using. However, if you are utilizing a card reader, it may not be able to work properly in two different software simultaneously.

'''Q: How do I batch my transactions?'''

'''A:''' CHARGE Anywhere is a host capture gateway. All approved transactions are automatically batched by CHARGE Anywhere and sent to your processor for funding. There is nothing you will need to do to initiate the batch.

'''Q: How do I change my automated batch time?'''

'''A:''' You can contact your merchant service provider or CHARGE Anywhere Customer Support to change your batch time. Batches can be set to automatically close on any hour of the day.

'''Q: What peripherals can I use with QuickSale™ for Mobile? (card readers and printers)'''

'''A:''' For a complete list of peripherals, see [[Peripheral Help]].

'''Q: Are my transactions accessible online?'''

'''A:''' Yes. All transactions are stored in the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] for 24 months. After 24 months, all records are archived and can be retrieved upon request.

'''Q: What kind of customer support does QuickSale™ for Mobile offer?'''

'''A:''' CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.

MediaWiki:Sidebar

2016-07-22T14:32:08Z

Adaley:

* navigation
** http://kb.chargeanywhere.com/index.php/Android|QuickSale for Android
** http://kb.chargeanywhere.com/index.php/Apple_iOS|QuickSale for Apple iOS
** http://kb.chargeanywhere.com/index.php/QuickSale%E2%84%A2_for_Windows%C2%AE|QuickSale for Windows
** http://kb.chargeanywhere.com/index.php/QuickBooks|QuickSale for QuickBooks
** http://kb.chargeanywhere.com/index.php/Transaction_Manager|Transaction Manager
** http://kb.chargeanywhere.com/index.php/Peripheral_Help|Supported Peripherals
** http://kb.chargeanywhere.com/index.php/Product_Updates|Product Updates
* Contact Us
** http://corporate.chargeanywhere.com/contact-us/|Contact Us
** https://messenger.providesupport.com/messenger/dlerman.html|Chat
** mailto:support@chargeanywhere.com|Email Support
** mailto:sales@chargeanywhere.com|Email Sales
* SEARCH
* TOOLBOX
* LANGUAGES

QuickSale for QuickBooks

2016-07-22T14:28:07Z

Adaley: Created page with "{| style=float:right | __TOC__ |} <center>'''Welcome to the QuickSale™ for QuickBooks® Knowledge Base!'''</center> <center>Navigate through this page to discover e..."

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the QuickSale™ for QuickBooks® Knowledge Base!'''</center>
<center>Navigate through this page to discover everything you need to know about the software.</center>

<div align="center">[[File:QB-Financial-Vista-branded.jpg|500px|link=CHARGE Anywhere Designed for Use with QuickBooks]]</div>

=='''Overview'''==
'''QuickSale™ for QuickBooks''' is an integrated payment app for QuickBooks Financial versions Pro, Premier, and Enterprise 2008 and higher. Once installed, CHARGE Anywhere will reside within the Company Menu of your QuickBooks Company File and offers a variety of ways to process and maintain your payments.

'''System Requirements:''' Windows Vista (minimum); Microsoft .Net Franework 2.0 (minimum)

'''Supported Peripherals:''' [[Peripheral Help]]

'''Features:''' Free Online Transaction Manager & Virtual Terminal, Recurring Database, Import Transactions, AVS & CVV2, Clerk # & Invoice #, Level 1 and Level 2 Purchase Cards

'''Add on Features:''' Bill Presentment; Signature Capture Hosting

''*A Credit Card Merchant Account is required to process credit card payments. CHARGE Anywhere does not provide Merchant Accounts but is compatible with all major Payment Processors in the US & Canada.''

=='''Getting Started'''==
[[File:QBdeveloper.bmp|thumb|right|140px]]

'''[[QS for QB Installation]]''' - Download and install QuickSale™ for QuickBooks
* [[QS for QB Reinstallation]] - For those reinstalling QuickSale™ for QuickBooks

'''[[Application Certificate]]''' - Grant CHARGE Anywhere permission to QuickBooks

'''[[QS for QB Setup Wizard]]''' - Configure the payment application to fit your business

'''[[Peripheral Help]]''' - Get help configuring cardreaders, pinpads, signature capture devices, etc

=='''Processing Transactions'''==
'''QuickSale™ for Quickbooks offers a variety of ways to collect payments. Choose the method that fits you best.

[http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#QuickSale '''QuickSale'''] - True to its name.. a quick way to process a sale!

[http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Process_Payment '''Process Payment'''] - Process a sale, multiple sales, voids or returns. (recommended)

'''[[Intuit Emulation]]''' - More comfortable with Intuit's method of processing a sale? We can do that too!

[http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Recurring_Transactions '''Recurring Transactions'''] - Schedule your payments ahead of time.

[http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Bill_Presentment '''Bill Presentment'''] - Send customers an email and let them pay you!

*'''Also Relevant - [[Transaction Responses]]'''

=='''CHARGE Anywhere Menu Options'''==
[[File:QuickSaleQB.png|thumb|right|450x270px|QuickSale]]
===QuickSale===

'''There are three ways a QuickSale can be initiated.'''

'''[[QuickSale from Invoice/Sales Receipt]]''' - Pull transaction data from an invoice or sales receipt. Upon approval, a payment will be applied to the current invoice or the sales receipt will be updated with the approval code.

'''[[QuickSale without Invoice/Sales Reciept]]''' - Search for a customer to run a sale. Upon approval, a payment or sales receipt will be created for the selected customer.

'''[[QuickSale from Swipe]]''' (not recommended) - Initate a sale by swiping a card through a compatible card reader. A customer will be created in QuickBooks with the same name as the track data on the credit card. Upon approval, a payment or sales reciept will be created and applied to the new customer.

===Process Payment===
[[File:ProcessPaymentCC.png|thumb|left|4000x260px|Process Payment - Credit Card]]
You may process both Credit Card and ACH transactions through Process Payment.

<center>'''Click a transaction type for step by step instructions'''</center>

<div align="center">
{| class="wikitable"
|-
! Sale
! Void
! Return
|-
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Sale#Sale_-_Single_Invoice Single Invoice]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Void#Void_Single_Payment Single Payment]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Return#Return_Single_Payment Single Payment]
|-
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Sale#Sale_-_Multiple_Invoices Multiple Invoices]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Void#Void_Multiple_Payments Multiple Payments]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Return#Return_Multiple_Payments Multiple Payments]
|-
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Sale#Sale_-_Single_Sales_Receipt Single Sales Receipt]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Void#Void_Single_Sales_Receipt Single Sales Receipt]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Return#Return_Single_Sales_Receipt Single Sales Receipt]
|-
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Sale#Sale_-_Multiple_Sales_Receipts Multiple Sales Receipts]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Void#Void_Multiple_Sales_Receipts Multiple Sales Receipts]
|
|-
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Sale#Sale_-_From_Current_Window From Current Window]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Void#Void_From_Current_Window From Current Window]
| [http://kb.chargeanywhere.com/index.php/Process_Payment_-_Return#Return_From_Current_Window From Current Window]
|}

<center>''*ACH returns can only be initiated via credit memos.''</center>

</div>

[[File:PrintReceiptsQB.png|thumb|right|300x180px|Print Receipts]]

===Print Receipt===
To print or email prior credit card receipts:

'''1.''' Go to Company > CHARGE Anywhere > Print Receipt.

'''2.''' Search for receipts using the customer filter and/or date range filter. Click Retrieve Credit Card Receipts.

'''3.''' Select the receipt(s) you wish to print or email. Emails will be sent to the email address listed in the QuickBooks customer profile.

===Import Transactions===
''Import Transactions'' is a feature used to search for all transactions on your gateway account that was not processed by the payment application and automatically create the payment records within QuickBooks. This feature is recommended when utilizing the Transaction Manager, QuickSale™ for Mobile App, and any other device on your gateway account.

''*To import, '''Do Not Import''' must be not be selected from the Trans Options tab of Setup.''

''*Imported sales will create payments or create sales receipts based on the selected option in the Default Info tab of Setup.''

'''1.''' Go to Company > CHARGE Anywhere > Import Transactions.

'''2.''' Select a date range to view transactions processed within that timeframe.

'''3.''' Select the transactions you wish to import and click Import Transactions.

'''4.''' A dialogue screen will appear with the import results.

''*Imported sales will be applied to the invoice# or customer# entered in the original transaction. If no invoice or customer matches in QuickBooks, the payment will be applied to the default customer.''

''*Voids can only be imported if the original sale transaction was created by the payment application in QuickBooks.''

===Pending Transactions===
[[File:PendingGatewayTransactions.jpg|thumb|upright|400x240px|Pending Transactions]]
''Pending Transactions'' stores transactions that have not finalized. [http://kb.chargeanywhere.com/index.php/Pending_Gateway_Transactions#Transactions_with_Pending_Status Transactions with Pending Status] occur when payment records have not been created. Otherwise, the payment application has not gotten a proper response from the gateway, possibly due to lack of internet connection or firewalls.

'''[[Pending Gateway Transactions]]''' - Transactions initiated from QuickBooks, but have not created payment records or have not reached the gateway for authorization.

'''[[Failed Import Transactions]]''' - Imported transactions that have failed to create payment records within QuickBooks

'''[[Failed Bill Presentments]]''' - Bill Presentments that have not been sent properly

'''[[Pending Gateway Subscriptions]]''' - Recurring Transaction that failed to be created

===Bill Presentment===
[[File:BillPresentment.bmp|thumb|left|550x320px|Bill Presentment - Online Customer Payment Form]]
Email invoices or statements to your customer that includes a link to a secured site so that the customer may enter their own payment information.
* '''Bill Presentment is an add-on service.''' Contact your merchant service provider to activate the service.
* Email settings must be configured in order to use the Bill Presentment feature.

'''1.''' Go to Company > CHARGE Anywhere > Bill Presentment.

'''2.''' Select Single Invoice, Single Statement or Multiple Invoices.

'''3.'''Type Invoice #, Statement # or search for multiple invoices and confirm that you would like to send bill presentment.

'''4.'''Verify the bill presentment details and press OK. (The fields can be automatically populated with by configuring Bill Presentment tab in the Setup menu.)

'''5.''' A dialog screen will appear. It will ask if you would like to preview the bill presentment and display the results of the bill presentment.

Once the customer has processed payment, transactions can be imported to create payment records within QuickBooks. See [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Import_Transactions Import Transactions]

===Recurring Transactions===
[[File:RecurringTransactions.png|thumb|upright|380x260px|Recurring Transactions]]

Initiate a set number of sale transactions to be automatically processed against a customer's account within a scheduled time frame. All approved sales can be imported to create payment records within QuickBooks.

[[Recurring Transactions - Add New]]

[[Recurring Transactions - Edit Subscription]]

'''Import From Gateway:''' Click to sync the payment application database with the Transaction Manager Recurring Database and import transactions,

'''Active/Inactive Subscriptions:''' Toggle between active and inactive subscriptions.

===Reports===

'''Credit Card Expiration Date Range''' allows you to search for all credit cards saved in the payment application database that will expire within a selected timeframe.

===[https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager]===

Click to have your default browser open to the Transaction Manager log in page. Log in to view account activity, export transaction history, and process transactions via Virtual Terminal.

The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.''

[[File:SetupAccountInfo.png|thumb|upright|500x300px|Setup - Account Info]]
===[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks) Setup]===
''Click link above for a closer look at all [http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks) Setup] has to offer.''

'''PLEASE NOTE:''' Only the admin user of the company file should enter the Setup menu. Accessing Setup while logged in as a non admin user has the abiltiy to remove required information.

'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Account_Info Account Info]''' - Registration info and advanced features

'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Trans_Options Trans Options]''' - Adjustable transactions options geared to fit your method of processing

'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Default_Info Default Info]''' - Required components for the payment application

'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Print_Options Print Options]''' - Receipt options and peripheral configurations

'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Email Email]''' - Required to email receipts and bill presentments

'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Bill_Presentment Bill Presentment]''' - Adjustable options for the Bill Presentment view ''(Bill Presentment tab will only be visible if bill presentment is active on your gateway account)''

'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Customer_Import Customer Import]''' - Import customer profiles and payment information

===Support===
[[File:SupportMenu.png|thumb|left|400x240px|Support]]
[http://www.chargeanywhere.com/quickbooksdemo/index.html '''View Tutorial'''] - Click to browse QuickSale™ for QuickBooks Help Site.

'''[[Change QB File ID]]''' - Change QB File ID will reset the payment application database and should only be used as a last resort to troubleshooting. All credit card information and payment history will be deleted from the payment application's database.

'''Plug In Path''' - Displays the current and previous locations of the payment application database, ([[db4.mdb]]). Simple Migration allows you to change this path.

'''[[Run Simple Migration]]''' - Simple Migration is a tool that allows you to select the database that will be accessed by the payment application.

'''[[Run Unlock DB]]''' - Unlocks various forms to allow them to be processed against.

'''[[Run Mark as Migrated]]''' - Bypasses conversion from antiquated versions.

'''Last Import Date''' - Automatic imports will only import transactions processed after selected date.

===About CHARGE Anywhere===

This will display the version of your software.

'''Latest Version available: 2.1.1.3'''

=='''QB Integration'''==
''QB Integration'' indicates that transactions processed with other applications on your gateway account will be imported to create payment records in QuickBooks. If you are using invoices to record sales in QuickBooks, follow the [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Invoice_Method '''Invoice Method'''] for QB Integration. Otherwise, follow the [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Sales_Receipt_Method '''Sales Receipt Method'''].

===<center>Invoice Method</center>===
*Ensure that Create Receive Payment is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu.

*Include an Invoice# or Customer# when processing every non-QuickBooks transaction for proper assignment during import.

'''*To create payment records in QuickBooks, follow steps for [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Import_Transactions Importing Transactions]'''

'''Result A:''' If Invoice# was included in the original sale, a payment will be created and applied to that invoice.

'''Result B:''' If Invoice# is not found in QuickBooks or Invoice# was not included in transaction, the payment will be created for the Customer# included in the original transaction.

'''Result C:''' If neither the Invoice# nor Customer# is found in QuickBooks, payment will be created and applied to the Default Customer. (Payments can be moved from the Default Customer after import)

===<center>Sales Receipt Method</center>===
*Ensure that Create Sales Receipt is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu.
*Choose a Sales Receipt Item and Sales Receipt Tip Item in Default Info of the Setup Menu. Any sales receipt created upon import will include the Sales Receipt Item selected priced at the amount of the sale.
*Include a Customer# when processing every non-QuickBooks transaction for proper assignment during import. ''(If you would like to assign a Sales Receipt #, include it as the Invoice# in the original transaction.)''

'''*To create Sales Receipts in QuickBooks, follow steps for [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Import_Transactions Importing Transactions]'''

'''Result A:''' If Customer# was included in transaction, a Sales Receipt will be created for that customer.

'''Result B:''' If Customer# is not found in QuickBooks, a Sales Receipt will be created for the Default Customer. (Sales Receipts can be moved from the Default Customer after import)

'''Result C:''' If Invoice# was included in original transaction, the created Sales Receipt will be assigned that #. ''(If that Sales Receipt# already exists in QuickBooks, a new Sales Receipt will NOT be created. The existing Sales Receipt will be updated with the transaction's approval code.)''

<center>'''Customer# Alternatives'''</center>
The Customer# included in a transaction can be assigned to the matching Customer Name, Company Name or Account Number in QuickBooks. When using the Sales Receipt Method, some people choose to use the Account Number as the Customer# to avoid typung lengthy names when processing transactions.

Log into QuickBooks as admin user. Go to Company > CHARGE Anywhere > Setup > Default Info. Set the Customer Number Field to Customer Name, Company Name or Account Number.

=='''Demos and FAQs'''==
<center>'''Demos and Resources'''</center>
[http://www.chargeanywhere.com/demoquickbooks/index.html '''Demos'''] - Click link to view demo videos

<center>'''Frequently Asked Questions'''</center>

'''Q: Is QuickSale™ for QuickBooks PCI compliant?'''

'''A:''' Yes. All of CHARGE Anywhere payment applications are driven by our Level 1 PCI validated payment gateway, ComsGate. We maintain the highest levels of PCI standards and best practices to ensure cardholder data is kept safe from misuse and identify theft. Utilizing the services of Compliance Point, the industry leader in CISP/PCI compliance, CHARGE Anywhere undergoes a continuous, rigorous audit process to confirm that our products and services are compliant with the latest Card Association regulations.

'''Q: Can QuickSale™ for QuickBooks work with my processor?'''

'''A:''' Yes. QuickSale™ for QuickBooks can work with any major processor in the US and Canada. Visit our corporate site for a complete list of processors that are compatible with QuickSale™ for QuickBooks.

http://www.chargeanywhere.com/Site/Solutions/IndustryPartnerandCertifications.htm

'''Q: What are the costs associated with QuickSale™ for QuickBooks?'''

'''A:''' All fees are designated by your merchant service provider. Please contact your merchant service provider for a price quote.

'''Q: Do I have to turn off Intuit Merchant Services before using QuickSale™ for QuickBooks?'''

'''A:''' No, QuickSale™ for QuickBooks does not interfere with any other processing software you are currently using. However, if you are utilizing a card reader, it may not be able to work properly with two merchant services simultaneously.

'''Q: How do I turn off Intuit merchant services in QuickBooks.

'''A:''' You will have to contact Intuit to cancel your account.

'''Q: How do I batch my transactions?'''

'''A:''' CHARGE Anywhere is a host capture gateway. All approved transactions are automatically batched by CHARGE Anywhere and sent to your processor for funding. There is nothing you will need to do to initiate the batch.

'''Q: How do I change my automated batch time?'''

'''A:''' You can contact your merchant service provider or CHARGE Anywhere Customer Support to change your batch time. Batches can be set to automatically close on any hour of the day.

'''Q: What peripherals can I use with QuickSale™ for QuickBooks? (card readers and pinpads)'''

'''A:''' For a complete list of peripherals, see [[Peripheral Help]].

'''Q: Are my transactions accessible online?'''

'''A:''' Yes. All transactions are stored in the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] for 24 months. After 24 months, all records are archived and can be retrieved upon request.

'''Q: What kind of customer support does QuickSale™ for QuickBooks offer?'''

'''A:''' CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.

2015-12-10T17:20:46Z

Adaley:

* navigation
** http://kb.chargeanywhere.com/index.php/Mobile_Payment_App|Mobile Payment App
** http://kb.chargeanywhere.com/index.php/QuickBooks|CHARGE Anywhere for QuickBooks
** http://kb.chargeanywhere.com/index.php/QuickSale%E2%84%A2_for_Windows%C2%AE|QuickSale for Windows
** http://kb.chargeanywhere.com/index.php/Transaction_Manager|Transaction Manager
** http://kb.chargeanywhere.com/index.php/Peripheral_Help|Supported Peripherals
* Contact Us
** http://corporate.chargeanywhere.com/contact-us/|Contact Us
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** mailto:support@chargeanywhere.com|Email Support
** mailto:sales@chargeanywhere.com|Email Sales
* SEARCH
* TOOLBOX
* LANGUAGES

2014-07-10T16:22:29Z

Adaley:

<div align="right">[http://kb.chargeanywhere.com/index.php/CA_for_QB_Setup_Wizard '''If you have already accepted the application certificate, skip to Setup Wizard''']</div>

After installation completes, log into your QuickBooks company file as the admin user. If this is the first computer to be installed, a certificate will appear requesting to give CHARGE Anywhere access to your company file. Select the options that read, '''"Yes, whenever this QuickBooks file is open"''' and '''"Allow this application to access personal data such as Social Security Numbers and customer credit card information."''' Click Continue and then confirm by clicking Done. Once accepted, the payment application Setup Wizard will load. [http://kb.chargeanywhere.com/index.php/CA_for_QB_Setup_Wizard Click here for Setup Wizard instructions.]

<center>[[File:ApplicationCertificate.png|300px]]</center>

'''To edit a certificate after initially appearing:'''

'''1.''' Log into QuickBooks as admin user and switch to single user mode. (Single User Mode can be located under the File menu in QuickBooks.)

'''2.''' Go to Edit > Preferences > Integrated Applications > Company Preferences.

'''3.''' Highlight CHARGE Anywhere and click properties. Ensure that the first and last opion are selected, which are '''"Yes, whenever this QuickBooks company file is open”''' and '''“Allow this application to access personal data such as Social Security Numbers and customer credit card information”''' respectively.

Application Certificate

2014-07-10T16:22:24Z

Adaley:

Application Certificate

2014-07-10T16:22:14Z

Adaley:

Web Terminal

2014-07-10T15:42:46Z

Adaley:

==Credit Card==
[[File:WebTerminalCredit.bmp|thumb|upright|300px|Web Terminal - Credit Card]]

'''1.''' To process a credit card transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal.

'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.

*'''To swipe''', click the option that reads "Click Here To Swipe Card". A new "Swipe Card Now" screen will appear ready for your swipe. ''*Optimized for Internet Explorer and Safari browsers.''

*'''If keying card info''', do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.

'''3.''' The response will display on the screen. If approved, you will be able to print or email the receipt. ''*Display Receipt must be selected in My Account > Preferences.''

[http://kb.chargeanywhere.com/index.php/Processing_Credit_Cards_in_Web_Terminal#Instructions '''Click here for more info on processing Credit Card transactions''']

==ACH==
[[File:WebTerminalACH.bmp|thumb|upright|300px|Web Terminal - ACH]]

'''1.''' To process an ACH transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal and click the ACH tab.

'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.

'''3.''' The response will display on the screen.

[http://kb.chargeanywhere.com/index.php/ACH_in_Web_Terminal#Field_Descriptions '''Click here for more info on processing ACH transactions''']

==Prepaid / Gift Card==
[[File:WebTerminalGift.PNG|thumb|upright|300px|Web Terminal - Prepaid/GiftCard]]

'''1.''' To process an ACH transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal and click the ACH tab.

'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.

'''3.''' The response will display on the screen.

[http://kb.chargeanywhere.com/index.php/Processing_Gift_Cards_in_Web_Terminal#Field_Descriptions '''Click here for more info on processing Prepaid / Gift Cards in Web Terminal''']