QuickSale™ PC Windows®

2018-12-10T16:29:03Z

Mpreller: /* Error Handling / FAQs */

{| style=float:right
| __TOC__
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<center>'''Welcome to the CHARGE Anywhere® QuickSale™ for Windows® Knowledge Base!'''</center>
<center>Navigate through this page to discover everything you need to know about QuickSale™ for Windows®.</center>

<div align="center">[[File:Quicksalew.png|380px|link=QuickSale™ for Windows®]]</div>

=='''Overview'''==
'''CHARGE Anywhere® QuickSale™ for Windows®''' is a desktop application that can be used by itself or in conjuction with any Point of Sale or Accounting software to process credit and debit card payments. Included with the solution is our PCI DSS Level 1 ComsGate® Payment Gateway, Transaction Manager and Virtual Terminal.

'''System Requirements''': Windows 7 (minimum); Microsoft .Net Framework 4.7 (minimum)

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

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

'''Add on Features''': Bill Presentment; Recurring Database; 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'''==

'''[[QSW Installation]]''' - Screen by screen instructions for installation

'''[[QSW Setup Wizard]]''' - Screen by screen instructions for the Setup Wizard

'''[[QSW Log In]]''' - After installation, the QuickSale for Windows desktop icon will initiate a log in screen.

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

'''[http://kb.chargeanywhere.com/img_auth.php/b/be/QuickSale_for_Windows_Client_Implementation_Guide.pdf Client Implementation Guide]''' - Get information on using the application to maintain PA-DSS compliance

=='''Processing Transactions'''==
'''Processing a Sale:''' See [[QuickSale (Swipe/Chip)]] or [[QuickSale (Keyed)]]. All approved sales are automatically batched by CHARGE Anywhere at the end of the business day and sent to your processor for funding.

'''Processing a Void:''' A transaction can only be voided if the batch has not been closed yet (generally the same day of the transaction). Voiding a transaction will remove the transaction from the batch. Depending on the processor and the bank, a hold may remain on the customer's card for a few business days before the hold is released. '''First Data Rapid Connect''' customers will only be able to process a Void within 25 minutes of the initial sale. After this time has elapsed a Return must be processed instead.

*To void a transaction, [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere icon in the notification section of your taskbar]. Set the Transaction Type to Void and then select the Transaction ID you would like to Void. Press Send.

'''Processing a Return:''' A return will initiate a credit to a customer's credit card. You can perform a "Return by Transaction" if you have processed a sale on that credit card prior. If not, you can perform a "Manual Return"

*To perform a Return by Transaction, [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere icon in the notification section of your taskbar]. Set the Transaction Type to Return by Transaction and then select the Transaction ID you would like to return. Verify the amount of the return and press Send.
*To perform a Manual Return, [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere icon in the notification section of your taskbar]. Set the Transaction Type to Manual Return and swipe, insert or key the card details and amount of the return. Press Send.

'''Processing an Auth Only:''' An auth only transaction is a presale authorization to verify funds are available. The auth only will issue a hold on the customer's card until it is forced (captured). Only when it is forced, will you be funded for the transaction.

*To perform an auth only transaction, [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere icon in the notification section of your taskbar]. Set the Transaction Type to Auth Only and swipe, insert or key the card details and amount of the authorization. Press Send.

'''Processing a Force(Capture):''' You can only force a previous Auth Only transaction. A force will claim the pending authorization so that it may be batched for funding.

*To perform a force, [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere icon in the notification section of your taskbar]. Set the Transaction Type to Force and then select the Transaction ID you would like to capture. Press Send.


=='''Transaction Responses'''==
<div align="left">'''Click here for a list of [[Transaction Responses]]'''

== '''QuickSale™ for Windows® Menu Options''' ==
Once QSW is installed, a QuickSale for Windows icon will be hosted on your desktop. The desktop icon will initate a log in screen. Once you are logged in, the active software will reside in the notification section of your desktop. All of the QuickSale for Windows menu options are available by [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png right clicking the CHARGE Anywhere icon in the notification section of your taskbar].

===QuickSale===
----
[[File:CAFWquicksale.png|thumb|upright|700x400px|QuickSale]]

'''A QuickSale can be used to process all credit card transaction types''', ''i.e., sales, voids, returns, auth only, and force(capture)''.

:By default, the transaction type of a QuickSale is a sale. You can change the transaction type using a dropdown menu to process a void, return, auth only, or force. There are two ways a QuickSale can be initiated.

'''[[QuickSale (Swipe/Chip)]]''': If you have a compatible card swiper or chip reader connected and configured with CHARGE Anywhere, you can swipe or insert a card to initiate a QuickSale ''(See [[Peripheral Help]])''. Swiped and Chip transactions are generally more secure and may qualify you for a better transaction rate with your processor. Upon successful swipe or insert, a QuickSale will automatically appear with the necessary card information. You will need to enter an amount and press Send. The transaction will process within 3-5 seconds and display or print the transaction response.

'''[[QuickSale (Keyed)]]''': If you are unable to swipe or insert a card, you can key a transaction by manually initiating a QuickSale. You will need to [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere icon in the notification section of your taskbar]. Enter all card information and transaction amount and press Send. (You may also click Select Customer to use a customer from the Customer Database). The transaction will process within 3-5 seconds and display or print the transaction response.

===Print Credit Card Receipts===
----
[[File:CAFWprintreceipts.png|thumb|left|400x240px|Print Credit Card Receipts]]

You can reprint the receipt of any transaction processed with QuickSale for Windows.

'''To reprint a receipt:'''

:'''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere icon in the notification section of your taskbar]to view the QuickSale for Windows menu. Select Print Credit Card Receipts.

:'''2.''' Select date range for search and click View. You may also filter your search by approval code and/or amount.

:'''3.''' Select the transaction(s) you wish to reprint and click Print.

*''Transactions with a ✓ are approved transactions.
*''Transactions with a X are non approved transactions.''

===<div align="left">Reports===
----
[[File:CAFWreports.png|thumb|upright|400x240px|Reports]]

You are able to generate a report of all transactions processed by QuickSale for Windows. The totals will be categorized by card type. You will also be able to view a list of all transactions that make up the total.

'''To view a totals report:'''

:'''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere icon in the notification section of your taskbar]to view the QuickSale for Windows menu. Select Print Credit Card Receipts.

:'''2.''' Select date range for search and click View.

*''For an exportable report, you will need to use the Transaction Manager website.

===Customer Database===
----

The customer database can store billing and shipping information for your customers. Any customer can be selected from a QuickSale screen to populate the appropriate fields for transaction processing.
[[File:CAFWcustomerdatabase.png|thumb|left|400x240px|Customer Database]]

'''To add customers automatically:'''

:'''1.''' "Always save customer" or "Prompt to save customer" must be selected for New Customer Action in the [http://kb.chargeanywhere.com/index.php/QuickSale%E2%84%A2_for_Windows%C2%AE#Setup Synchronization section of the Setup Menu].

:'''2.''' Process a transaction for that customer. If "Always save customer" was selected, the customer information will be added as soon as you press Send. If "Prompt to save customer" was selected, you will be asked to save when you press Send.

'''To add customers manually:'''

:'''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere icon in the notification section of your taskbar] to view the QuickSale for Windows menu. Select Customer Database.

:'''2.''' Click "Add New Customer". Fill out appropriate fields and press Create.

===[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.

'''Please Note:''' ''The username/password for Transaction Manager is generally not the same as QuickSale for Windows. The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.''

===Change Password===
----
[[File:CAFWchangepassword1.png|thumb|upright|400x240px|Change Password]]

To maintain PCI Compliance, passwords should be changed every 90 days. You will be prompted by the program when it is time to change your password. Passwords can only be changed once every 24 hours.

'''To change your password:'''

:'''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere icon in the notification section of your taskbar]to view the QuickSale for Windows menu. Select Change Password.

:'''2.''' Type a new password and confirm password.

'''Password Policy:'''
* Password has to be at least 8 alphanumerics
* Password must have digits
* Password must have both upper and lower case letters

===User Management===
----
[[File:CAFWusermanagement.png|thumb|left|500x300px|User Management]]

User Management is used to '''add, delete, and edit user profiles''' in QuickSale for Windows. You can also set the permissions of each user. Permissions dictate the actions users are allowed to perform ''(User management may only be modified by the Owner username or users with User Management permissions enabled.)''

'''To access user management'''

:'''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere icon in the notification section of your taskbar] to view the QuickSale for Windows menu. Select User Management.

:'''2.''' Click [[Add User]] or highlight a username and click [[Edit User]] or Delete User.

'''Password Policy:'''
* Password has to be at least 8 alphanumerics
* Password must have digits
* Password must have both upper and lower case letters

'''Permission Templates'''
The permission templates are predetermined permissions that restrict employees from performing certains actions. ''(These permissions may be altered manually by users with User Management enabled)'' Note that for PCI compliance, users with Manager permissions will be logged out after 15 minutes of inactivity. Users with the Standard Clerk permission template are not subject to this.

{| border="3"
|+ '''Permissions Templates'''
! scope="col" |
! scope="col" | Sale
! scope="col" | AuthOnly
! scope="col" | Void
! scope="col" | Return
! scope="col" | Force
! scope="col" | Setup
! scope="col" | Add Cust
! scope="col" | Del Cust
! scope="col" | Reports
! scope="col" | Rotate Key
! scope="col" | User Management
! scope-"col" | Unreg.
|-
! scope="row" | Standard Clerk
| <center>'''✓'''</center> ||<center>'''X'''</center> || <center>'''X'''</center> || <center>'''X'''</center> || <center>'''X'''</center>||<center>'''X'''</center> ||<center>'''X'''</center> ||<center>'''X'''</center> ||<center>'''X'''</center> ||<center>'''X'''</center> || <center>'''X'''</center>||<center>'''X'''</center>
|-
! scope="row" | Manager
| <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center>
|}

===Setup===
----
'''Account Information'''

[[File:CAFWaccountinfo.png|thumb|left|400x240px|Setup - Account Information]]

Account Information: Account Information is not editable: They are values captured from your gateway account upon registering your Software License Key and Phone Number.

Registration Information: Input your Software License Key and Phone number to register your account. Your Software License Key and Phone Number are emailed to you upon activation of the QuickSale for Windows software. If you cannot locate your activation email, please contact your merchant service provider or CHARGE Anywhere Customer Support at 1800-211-1256 ext 1.

If your account is already registered, you will see an option to Unregister. By unregistering, you will no longer be able to use the CHARGE Anywhere software.

Server Location: This field will display the location of the encrypted CHARGE Anywhere database. By default, the database will be stored in the following location, C:\Charge Anywhere\QuickSale for Windows\comstarpos.mdb.

If you're database has moved, you can click Browse to choose the new location of the database.

<center>'''Print Options'''</center>
----
[[File:CAFWprintoptions.png|thumb|left|400x240px|Setup - Print Options]]

Credit Card Receipt Header: Enter your company information as you would like it to appear on your receipt.

Print Receipt(s) After Response: Check to have receipts print automatically. (The dialog screen with host response with disappear automatically.
*Check the corresponding boxes to automatically print merchant copy, customer copy, customer name, and/or have both merchant and customer receipt display on the same page.
*Fixed Width Printing Options allows you to edit the margins of the reciept.
*If you choose to print both merchant and customer receipt on the same page, you may also configure how much space is left between each receipt.

Default Printer: Choose a windows printer from the dropdown menu.

Peripheral Devices: Configure compatible swipers, chip readers, and pinpads to work in conjunction with QuickSale for Windows. For additional help configuring peripheral devices, see [[Peripheral Help]].

Receipt Trailer: Enter a custom trailer as you would like it to appear at the bottom of your receipt.

<center>'''Synchronization Options'''</center>
[[File:CAFWsyncoptions.png|thumb|upright|400x240px|Setup - Sync Options]]

Time to Rotate Keys(Mos): To maintain PCI compliance, encryption keys must be rotated at least once a year. You may shorten this timeframe for better security.

Time to Purge Transactions (Mos): By default, transaction data is stored within the CHARGE Anywhere database for 2 years.

New Customer Action: You have the choice of saving customer credit card information. From the dropdown list, select "Always save customer", "Never save customer", or "Prompt to save customer".

Clerk Number: You may assign a clerk number. Whenever a user processes a transaction, the Transaction Manager will display the clerk # for identification purposes.

Number of days to allow returns: This feature limits which sales can be returned through QuickSale for Windows.

Tax Rate: QuickSale for Windows will calculate the tax after a transaction amount is entered. Do not input a tax rate if you are using a 3rd party application that has already calculated tax for you.

Swipe Option: You may choose which track data is read upon swiping a card.

===Rotate Key Encryption Key / Rotate Data Key===

''Rotate Key Encryption Key'' and ''Rotate Data Key'' are features that change the encryption key in QuickSale for Windows. To maintain PCI compiance, the encryption key should be rotated once a year. You will be prompted by the program when it is time to rotate key.

===Help===

''Help'' brings you to our Knowledge Base website

===[http://kb.chargeanywhere.com/index.php/CAFW_Setup_Wizard Setup Wizard]===

The Setup Wizard is an easy approach to configuring the QuickSale for Windows Setup Menu. Click the link above to access the Setup Wizard guide.

===Refresh Services===

''Refresh Services'' updates the app with any processor or account changes on the gateway.

===Device Update===
[[File:Device Update.PNG|thumb|left|200x120px|Device Update]]

''Device Update'' is an option available if you are using a Miura EMV reader. It will allow you to keep your device up to date with the latest configuration file and processor encryption keys.

Perform RKI will allow you to download the latest encryption key from your payment processor. This process may take several minutes to perform and may require the device to be rebooted.

Config Update will allow you to download the latest Miura Configuration file.

===Language===

Allows you to switch between English and Spanish translation

===About===

This will display the version of your QuickSale for Windows software.

'''Latest Version available: 2.02.00.00'''

*If you would like to obtain the latest version of QuickSale for Windows, first uninstall QuickSale for Windows from your PC and then follow the installation instructions at '''[[QSW Installation]]''' to download and install the newest version of the software.

=='''Product Updates'''==

[http://kb.chargeanywhere.com/index.php/QSW_Product_Updates '''Quicksale for Windows application updates''']

=='''Demos'''==

<center>'''Demos'''</center>

*[http://www.chargeanywhere.com/demowindows/index.html '''Quick Sale for Windows Video Demos''']

=='''Error Handling / FAQs'''==

<center>'''Error Handling'''</center>

[[QSW Error Handling]] - Click link to view troubleshooting instructions for QuickSale for Windows.

<center>'''FAQs'''</center>

'''Q: Is QuickSale for Windows 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 Windows work with my processor?'''

'''A:''' Yes. QuickSale for Windows can work with any major processor in the US and Canada. Here is a list of processors that are compatible.

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

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

|-
! scope="row" | Chase Payments* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)* || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP†
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

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

'''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 Windows?'''

'''A:''' QuickSale for Windows does not interfere with any other processing software you are currently using. However, depending on the way your Point of Sale software records transactions, it may be required to disable merchant services from within that software.

'''Q: How do I turn off merchant services in my accounting or POS software.

'''A:''' The provider of your accounting or POS software will be able to assist in turning off merchant services within your current software application.

'''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 Windows? (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 Windows offer?'''

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

Quicksale MPOS Android

2018-12-10T16:27:44Z

Mpreller: /* Demos & FAQs */

{| style=float:right
| __TOC__
|}

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

<div align="center">[[File:Quickandroid.png|540px|]]

<div align="left">


[https://www.youtube.com/watch?v=spZPnTTb8qM&feature=youtu.be '''Quicksale & Miura M010 Wireless EMV video''']


=='''Overview'''==
'''CHARGE Anywhere's QuickSale for Android Payment Application''' is the industry's most complete mobile payment solution. This 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 PCI DSS Level 1 ComsGate Payment Gateway, Transaction Manager and Virtual Terminal.

'''System Requirements:''' Android OS 4.4 or higher; Internet Connectivity is required to transmit transaction data.

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

'''Features:''' Free Online Transaction Manager & Virtual Terminal, Electronic Signature Capture, Download Customer Email to Your CRM System, Record 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 Transactions

'''Also available for:''' [[Apple iOS]]

''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.''

=='''Get started'''==
[[File:GooglePlay.png|thumb|right|200px]]
'''1. Download the QuickSale™ for Android app from the Google Play Store.'''
*Click the following link to obtain the download: https://www.chargeanywhere.com/Downloads/android.html
*or go to the Play Store from your phone/tablet and search for CHARGE Anywhere.
*Current Release version 2.1.5

'''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.'''

'''Password Policy:'''
* Password has to be at least 8 alphanumerics
* Password must have digits
* Password must have both upper and lower case letters
* Cannot use the same letter or number more than twice
* Cannot contain a sequence greater than two (abc 123)
* Cannot reuse any of the last four passwords

'''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]]'''.

'''6. [http://kb.chargeanywhere.com/img_auth.php/3/33/QuickSale_for_Mobile_Client_Implementation_Guide.pdf Client Implementation Guide]''' - Get information on using the application to maintain PA-DSS compliance

=='''Process QuickSale'''==
If you have a card swiper or chip reader configured, a QuickSale (credit card sale) can be initiated from the home screen by swiping or inserting 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 or Insert 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>


=='''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>


=='''Transaction Responses'''==
<div align="left">'''Click here for a list of [[Transaction Responses]]'''

=='''Reports'''==

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

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

<div align="left">'''Report Options'''

*'''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)''

<div align="left">'''Current Day Logs'''

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. A void can be performed the same day as the initial sale as long as the batch is currently open '''First Data Rapid Connect''' customers will only be able to process a Void within 25 minutes of the initial sale. After this time has elapsed a Return must be processed instead.

*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.

<div align="left">'''Archives'''

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.

<div align="left">'''Offline transactions'''

Offline mode can be enabled from the [http://kb.chargeanywhere.com/index.php?title=Android_Setup '''Setup Menu'''] 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.

<div align="left">'''Failed offline transactions'''

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'.

<div align="left">'''Auth only logs'''

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:Androidfeatureoptions1.png| <center>[http://kb.chargeanywhere.com/index.php/Android_Feature_Options '''Feature Options''']</center>
File:Quicksetup1.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>

=='''Product Updates'''==

[http://kb.chargeanywhere.com/index.php/Android_Product_Updates '''Quicksale for Android application updates''']

=='''Demos & FAQs'''==

[http://www.chargeanywhere.com/DemoMobilePayment/index.html '''Demos'''] - Click link to view demo videos

<div align="left">'''Frequently Asked Questions'''

'''Q: Is QuickSale™ for Android 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 CHARGE Anywhere work with my processor?'''

'''A:''' Yes. QuickSale™ for Android can work with processors in the US, Canada, LAC and South America. Here is a list of processors that are compatible.

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

|-
! scope="row" | Chase Paymentech* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)* || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP†
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

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

'''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 Android?'''

'''A:''' No, QuickSale™ for Android 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 Android? (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 and available online in [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 Charge Anywhere offer?'''

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

=='''Common Error Handling'''==
[http://kb.chargeanywhere.com/index.php/Downloading_QuickSale_on_an_iPad Downloading QuickSale on an iPad]

[http://kb.chargeanywhere.com/img_auth.php/d/df/Pairing_Muira_to_Cell_phone_V2.mp4 Miura Pairing Guide]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper_BT#Configuration_Guides BBPOS Chipper Pairing Guide]

[http://kb.chargeanywhere.com/index.php/Locating_Bluetooth_Pin Locating Bluetooth Pin]

[http://kb.chargeanywhere.com/index.php/Invalid_Login_iOS Invalid Login]

[http://kb.chargeanywhere.com/index.php/Pin_data_unavailable Pin data unavailable]

[http://kb.chargeanywhere.com/index.php/Update_Configuration_File_ios Update Configuration File]

[http://kb.chargeanywhere.com/index.php/CVV2_Mismatch_ios CVV2 Mismatch]

=='''Troubleshooting Your Card Reader'''==
----

[http://kb.chargeanywhere.com/index.php?title=Miura_M006#Troubleshooting Miura M006]

[http://kb.chargeanywhere.com/index.php?title=Miura_M010#Troubleshooting Miura M010]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper_BT#Troubleshooting BBPOS Chipper Bluetooth]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper#Troubleshooting BBPOS Chipper Audio Jack]

[http://kb.chargeanywhere.com/index.php/Unimag_Reader_Doesn't_Read_Swipe Unimag Audio Jack Reader]

Quicksale MPOS Apple iOS

2018-12-10T16:27:15Z

Mpreller: /* FAQs */

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the QuickSale® MPOS for Apple® iOS Knowledge Base!'''</center>
<center>''Navigate through this page to discover everything you need to know about the app.''</center>

<div align="center">[[File:Quicksaleios.png|600px|]]</div>


[https://www.youtube.com/watch?v=spZPnTTb8qM&feature=youtu.be '''Quicksale & Miura M010 Wireless EMV video''']


=='''Overview'''==
'''CHARGE Anywhere®'s QuickSale™ for Apple iOS''' 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 PCI DSS Level 1 ComsGate Payment Gateway, Transaction Manager and Virtual Terminal.

'''System Requirements:''' Apple iOS 9.0 or higher; Internet Connectivity is required to transmit transaction data.

'''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

'''Also available for:''' [[Android]]

''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:Apple iOS.jpg|thumb|right|120px]]

'''1. Download the QuickSale™ App from the Apple App Store.'''
*Go to the App Store from your phone/tablet and search for CHARGE Anywhere. If you are using an iPad please set your search filter to iPhone only apps
*Current Release version 2.1.0.35

'''2. Enter your 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.'''

'''Password Policy:'''
* Password has to be at least 8 alphanumerics
* Password must have digits
* Password must have both upper and lower case letters
* Cannot use the same letter or number more than twice
* Cannot contain a sequence greater than two (abc 123)
* Cannot reuse any of the last four passwords

'''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]]'''.

'''6. [http://kb.chargeanywhere.com/img_auth.php/3/33/QuickSale_for_Mobile_Client_Implementation_Guide.pdf Client Implementation Guide]''' - Get information on using the application to maintain PA-DSS compliance

=='''Process QuickSale'''==
If you have a card swiper or chip 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=150px heights=200px perrow=5>
File:IOShome.PNG| '''1. Swipe or Insert Card'''
File:IOSswipedsale.PNG| '''2. Enter amount and click Actions'''
File:IOSsubmitsale.PNG| '''3. Click Submit'''
File:IOSapprovedsale.PNG| '''4. The response will display and/or print'''
File:IOSsigcap.PNG| '''5. Customer signs screen and presses Submit'''
</gallery>



=='''Transactions'''==
The Transactions menu will display a list of tender types: [http://kb.chargeanywhere.com/index.php/IOS_Cash '''Cash'''], [http://kb.chargeanywhere.com/index.php/IOS_Check '''Check'''], [http://kb.chargeanywhere.com/index.php/IOS_Credit '''Credit'''], [http://kb.chargeanywhere.com/index.php/IOS_Gift/Loyalty '''Gift/Loyalty'''], and [http://kb.chargeanywhere.com/index.php/IOS_ACH/eCheck#Sale '''ACH/eCheck'''].

<gallery widths=150px heights=200px perrow=5>
File:IOScashsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Cash '''Cash''']</center>
File:IOScheck.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Check '''Check''']</center>
File:IOScreditsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Credit '''Credit''']</center>
File:IOSgiftcharge.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Gift/Loyalty '''Gift/Loyalty''']</center>
File:IOS ACH.PNG|<center>[http://kb.chargeanywhere.com/index.php/IOS_ACH/eCheck#Sale '''ACH/eCheck''']</center>
</gallery>

<div align="left">''*Click the link below an image for more info on processing transactions'''


=='''Transaction Responses'''==
<div align="left">'''Click here for a list of [[Transaction Responses]]'''

=='''Reports'''==
[[File:IOSreports.PNG|thumb|left|140px|'''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.

<div align="left">'''Totals'''

*'''Card Type''' - View credit card totals by card type: Visa, Mastercard, American Express, Discover, Diners Club, JCB, or Private

*'''Grand Totals''' - View totals of all tender types

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

<div align="left">'''Details'''

*'''Full Detail''' - View totals for all tender types and the transactions that make up that total. (includes timestamp of each transaction)

*'''Short Detail''' - View totals for all tender types and the transactions that make up that total.

*'''Card Type Detail''' - View credit card totals by card type and the transactions that make up that total.

=='''Logs'''==
[[File:IOSLogs.PNG|thumb|right|140px|'''1. Current Day Logs''' (select a trans)]]
[[File:IOSLogDetails.PNG|thumb|right|140px|'''2. Trans Details''' (click Actions)]]
[[File:IOSLogOptions.PNG|thumb|right|140px|'''3. 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)''

<div align="left">'''Current Day Logs'''

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 Actions button for the option to void. A void can be performed the same day as the initial sale as long as the batch is currently open '''First Data Rapid Connect''' customers will only be able to process a Void within 25 minutes of the initial sale. After this time has elapsed a Return must be processed instead.

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

<div align="left">'''Archives'''

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.

<div align="left">'''Offline Transactions'''

Offline mode can be enabled from the [http://kb.chargeanywhere.com/index.php?title=IOS_Setup '''Setup Menu'''] 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 Actions 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 Actions 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.

<div align="left">'''Failed Offline Transactions'''

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 Actions for the option to 'Resend Failed'.

<div align="left">'''Auth Only Logs'''

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 actions 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 Actions for options to Capture Transaction or Delete Transaction.

=='''Config'''==
Config will display a list of menu options: [http://kb.chargeanywhere.com/index.php/IOS_Feature_Options '''Feature Options'''], [http://kb.chargeanywhere.com/index.php/IOS_Setup '''Setup'''], [http://kb.chargeanywhere.com/index.php/IOS_Security#Fraud_Control '''Security'''], [http://kb.chargeanywhere.com/index.php/IOS_Support#Supported_Processors '''Support'''], and [http://kb.chargeanywhere.com/index.php/IOS_Maintenance '''Maintenance'''].
<gallery widths=150px heights=200px perrow=5>
File:IOSfeatureoptions.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Feature_Options '''Feature Options''']</center>
File:SetupiOS.PNG|<center>[http://kb.chargeanywhere.com/index.php/IOS_Setup '''Setup''']</center>
File:IOSsecurity.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Security#Fraud_Control '''Security''']</center>
File:IOSsupport.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Support#Supported_Processors '''Support''']</center>
File:IOSmaintenance.PNG|<center>[http://kb.chargeanywhere.com/index.php/IOS_Maintenance '''Maintenance''']</center>
</gallery>
<center>''*Click the link below an image for more info on the menu options''</center>

=='''Product Updates'''==
[http://kb.chargeanywhere.com/index.php/IOS_Product_Updates '''Quicksale for Apple iOS application updates''']

=='''FAQs'''==

'''Q: Is QuickSale™ Apple iOS 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 CHARGE Anywhere work with my processor?'''

'''A:''' Yes. CHARGE Anywhere for Apple iOS can work with any major processor in the US and Canada. Here is a list of processors that are compatible.

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

|-
! scope="row" | Chase Payments* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)* || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP†
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

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

'''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 Apple iOS?'''

'''A:''' No, QuickSale™ for Apple iOS 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 Apple iOS? (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 Apple iOS offer?'''

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

=='''Common Error Handling'''==
[http://kb.chargeanywhere.com/index.php/Downloading_QuickSale_on_an_iPad Downloading QuickSale on an iPad]

[http://kb.chargeanywhere.com/img_auth.php/d/df/Pairing_Muira_to_Cell_phone_V2.mp4 Miura Pairing Guide]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper_BT#Configuration_Guides EMV BT BBPOS Configuration]

[http://kb.chargeanywhere.com/index.php/Locating_Bluetooth_Pin Locating Bluetooth Pin]

[http://kb.chargeanywhere.com/index.php/Invalid_Login_iOS Invalid Login]

[http://kb.chargeanywhere.com/index.php/Pin_data_unavailable Pin data unavailable]

[http://kb.chargeanywhere.com/index.php/Update_Configuration_File_ios Update Configuration File]

[http://kb.chargeanywhere.com/index.php/CVV2_Mismatch_ios CVV2 Mismatch]

=='''Troubleshooting'''==
----

[http://kb.chargeanywhere.com/index.php?title=Miura_M006#Troubleshooting Miura M006]

[http://kb.chargeanywhere.com/index.php?title=Miura_M010#Troubleshooting Miura M010]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper_BT#Troubleshooting BBPOS Chipper EMV BT]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper#Troubleshooting BBPOS Chipper Audio Jack]

[http://kb.chargeanywhere.com/index.php/Unimag_Reader_Doesn't_Read_Swipe Unimag Audio Jack Reader]

Quicksale MPOS Android

2018-12-10T16:23:05Z

Mpreller: /* Demos & FAQs */

{| style=float:right
| __TOC__
|}

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

<div align="center">[[File:Quickandroid.png|540px|]]

<div align="left">


[https://www.youtube.com/watch?v=spZPnTTb8qM&feature=youtu.be '''Quicksale & Miura M010 Wireless EMV video''']


=='''Overview'''==
'''CHARGE Anywhere's QuickSale for Android Payment Application''' is the industry's most complete mobile payment solution. This 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 PCI DSS Level 1 ComsGate Payment Gateway, Transaction Manager and Virtual Terminal.

'''System Requirements:''' Android OS 4.4 or higher; Internet Connectivity is required to transmit transaction data.

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

'''Features:''' Free Online Transaction Manager & Virtual Terminal, Electronic Signature Capture, Download Customer Email to Your CRM System, Record 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 Transactions

'''Also available for:''' [[Apple iOS]]

''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.''

=='''Get started'''==
[[File:GooglePlay.png|thumb|right|200px]]
'''1. Download the QuickSale™ for Android app from the Google Play Store.'''
*Click the following link to obtain the download: https://www.chargeanywhere.com/Downloads/android.html
*or go to the Play Store from your phone/tablet and search for CHARGE Anywhere.
*Current Release version 2.1.5

'''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.'''

'''Password Policy:'''
* Password has to be at least 8 alphanumerics
* Password must have digits
* Password must have both upper and lower case letters
* Cannot use the same letter or number more than twice
* Cannot contain a sequence greater than two (abc 123)
* Cannot reuse any of the last four passwords

'''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]]'''.

'''6. [http://kb.chargeanywhere.com/img_auth.php/3/33/QuickSale_for_Mobile_Client_Implementation_Guide.pdf Client Implementation Guide]''' - Get information on using the application to maintain PA-DSS compliance

=='''Process QuickSale'''==
If you have a card swiper or chip reader configured, a QuickSale (credit card sale) can be initiated from the home screen by swiping or inserting 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 or Insert 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>


=='''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>


=='''Transaction Responses'''==
<div align="left">'''Click here for a list of [[Transaction Responses]]'''

=='''Reports'''==

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

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

<div align="left">'''Report Options'''

*'''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)''

<div align="left">'''Current Day Logs'''

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. A void can be performed the same day as the initial sale as long as the batch is currently open '''First Data Rapid Connect''' customers will only be able to process a Void within 25 minutes of the initial sale. After this time has elapsed a Return must be processed instead.

*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.

<div align="left">'''Archives'''

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.

<div align="left">'''Offline transactions'''

Offline mode can be enabled from the [http://kb.chargeanywhere.com/index.php?title=Android_Setup '''Setup Menu'''] 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.

<div align="left">'''Failed offline transactions'''

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'.

<div align="left">'''Auth only logs'''

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:Androidfeatureoptions1.png| <center>[http://kb.chargeanywhere.com/index.php/Android_Feature_Options '''Feature Options''']</center>
File:Quicksetup1.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>

=='''Product Updates'''==

[http://kb.chargeanywhere.com/index.php/Android_Product_Updates '''Quicksale for Android application updates''']

=='''Demos & FAQs'''==

[http://www.chargeanywhere.com/DemoMobilePayment/index.html '''Demos'''] - Click link to view demo videos

<div align="left">'''Frequently Asked Questions'''

'''Q: Is QuickSale™ for Android 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 CHARGE Anywhere work with my processor?'''

'''A:''' Yes. QuickSale™ for Android can work with processors in the US, Canada, LAC and South America. Here is a list of processors that are compatible.

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

|-
! scope="row" | Chase Paymentech* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)* || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

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

'''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 Android?'''

'''A:''' No, QuickSale™ for Android 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 Android? (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 and available online in [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 Charge Anywhere offer?'''

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

=='''Common Error Handling'''==
[http://kb.chargeanywhere.com/index.php/Downloading_QuickSale_on_an_iPad Downloading QuickSale on an iPad]

[http://kb.chargeanywhere.com/img_auth.php/d/df/Pairing_Muira_to_Cell_phone_V2.mp4 Miura Pairing Guide]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper_BT#Configuration_Guides BBPOS Chipper Pairing Guide]

[http://kb.chargeanywhere.com/index.php/Locating_Bluetooth_Pin Locating Bluetooth Pin]

[http://kb.chargeanywhere.com/index.php/Invalid_Login_iOS Invalid Login]

[http://kb.chargeanywhere.com/index.php/Pin_data_unavailable Pin data unavailable]

[http://kb.chargeanywhere.com/index.php/Update_Configuration_File_ios Update Configuration File]

[http://kb.chargeanywhere.com/index.php/CVV2_Mismatch_ios CVV2 Mismatch]

=='''Troubleshooting Your Card Reader'''==
----

[http://kb.chargeanywhere.com/index.php?title=Miura_M006#Troubleshooting Miura M006]

[http://kb.chargeanywhere.com/index.php?title=Miura_M010#Troubleshooting Miura M010]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper_BT#Troubleshooting BBPOS Chipper Bluetooth]

[http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper#Troubleshooting BBPOS Chipper Audio Jack]

[http://kb.chargeanywhere.com/index.php/Unimag_Reader_Doesn't_Read_Swipe Unimag Audio Jack Reader]

Batch Transactions

2018-11-14T18:52:40Z

Mpreller:

[[File:Batch Upload.PNG|thumb|upright|400px|Batch Upload Screen]]

Most merchants who need to process batch files use a commercially available software that can export payment data in a csv (comma separated values) format. The batch processing import setup uses a flexible mapping scheme that allows the merchant to tell the system in what order the payment data appears in the file. Each line of data in the file represents a single transaction record with commas separating the values. [http://kb.chargeanywhere.com/img_auth.php/7/7e/Comsgate_Batch_Specs.pdf '''View Specs''']

'''To process batch transactions:'''

'''1.''' Go to Virtual Terminal > Batch Transactions.

'''2.''' Click '''Batch Transactions Settings''' and configure it to match the transaction data listed in your file.
*Transaction Type, Card Number, Expiration Date and Amount are required. You may select skip for any other field not included in your file.

'''3.''' Click '''Upload Transactions'''

'''3.''' Browse for your file and select "Click to Upload".

'''4.''' Verify that all information was imported correctly. If you have multiple devices with CHARGE Anywhere, select which device you want the transactions to be associated with using the Select a Terminal drop-down list. You can check off any transactions you do not wish to process.

'''5.''' Click "Submit Batch". A list of the transactions to be processed will be displayed. Press "Confirm Batch" to send the transactions

'''6.''' The batch will display "Open" while it is processing. When completed you will get an email saying whether the transactions processed successfully or if there was an error. The '''Status''' will display "Done" or "Error"

<gallery widths=200px heights=150px>
File:SampleBatchFile.PNG| Sample Batch File w/ Transaction Data
File:BatchImportSetup_1.PNG| Import Setup (step 2)
File:UploadTransactions.png| Imported Transaction (step 4)
File:ConfirmBatch,png.PNG| Confirm the Transactions to process (step 5)
File:BatchProcessing.PNG| Processing in progress (step 6)
</gallery>

Batch Transactions

2018-11-14T18:52:15Z

Mpreller:

File:BatchProcessing.PNG

2018-11-14T18:51:47Z

Mpreller:

Batch Transactions

2018-11-14T18:51:24Z

Mpreller:

[[File:Batch Upload.PNG|thumb|upright|400px|Batch Upload Screen]]

Most merchants who need to process batch files use a commercially available software that can export payment data in a csv (comma separated values) format. The batch processing import setup uses a flexible mapping scheme that allows the merchant to tell the system in what order the payment data appears in the file. Each line of data in the file represents a single transaction record with commas separating the values. [http://kb.chargeanywhere.com/img_auth.php/7/7e/Comsgate_Batch_Specs.pdf '''View Specs''']

'''To process batch transactions:'''

'''1.''' Go to Virtual Terminal > Batch Transactions.

'''2.''' Click '''Batch Transactions Settings''' and configure it to match the transaction data listed in your file.
*Transaction Type, Card Number, Expiration Date and Amount are required. You may select skip for any other field not included in your file.

'''3.''' Click '''Upload Transactions'''

'''3.''' Browse for your file and select "Click to Upload".

'''4.''' Verify that all information was imported correctly. If you have multiple devices with CHARGE Anywhere, select which device you want the transactions to be associated with using the Select a Terminal drop-down list. You can check off any transactions you do not wish to process.

'''5.''' Click "Submit Batch". A list of the transactions to be processed will be displayed. Press "Confirm Batch" to send the transactions

'''6.''' The batch will display "Open" while it is processing. When completed you will get an email saying whether the transactions processed successfully or if there was an error. The '''Status''' will display "Done" or "Error"

<gallery widths=200px heights=150px>
File:SampleBatchFile.PNG| Sample Batch File w/ Transaction Data
File:BatchImportSetup_1.PNG| Import Setup (step 2)
File:UploadTransactions.png| Imported Transaction (step 4)
File:ConfirmBatch,png.PNG| Confirm the Transactions to process (step 5)
File:ConfirmBatch,png.PNG| Batch Processing in progress (step 6)
</gallery>

Mpreller: /* Virtual Terminal */

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the ComsGate® Transaction Manager Knowledge Base!'''</center>
<center>Navigate through this page to discover everything you need to know about Transaction Manager.</center>

<div align="center">[[File:TransactionManager.png|480px|link=Transaction Manager]]</div>

==''' Overview'''==
'''ComsGate®''' is the most feature-rich IP and wireless payment gateway in the market today. With dedicated, redundant connections into all the major payment processors and wireless networks, you can be confident that ComsGate® will route your credit, debit, gift, loyalty and pre-paid transactions to wherever you need them, in a matter of seconds! The '''Transaction Manager''' is a web based application that allows you to process transactions, view transactions processed by any CHARGE Anywhere service and generate transaction reports. All CHARGE Anywhere services come with a Free Transaction Manager with limited features. See [[Transaction Manager Features]] for more details.

'''System Requirements:''' Windows Vista or MacOS X (minimum); Internet Connection

'''Supported Browsers:''' Internet Explorer 8 or later; Firefox 5 or later; Safari 5 or later; Chrome

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

'''Features:''' [[Transaction Manager Features]]

''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'''==
'''1. Go to the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] and enter your username and password.'''
''The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.''

'''2. [[Confirm Your Identity]]''' - ''To better serve and protect our customers, a new user will undergo a quick security procedure.''

'''3. Log in with your username and newly created password.'''

[http://kb.chargeanywhere.com/img_auth.php/7/76/Password_reset.mp4 '''Password Reset Guide'''] - Click link to download a video guide

=='''Processing Transactions'''==

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a [[CSV file]] or comma delimited text file with transaction data.

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis.

'''[[Bill Presentment]]''' - Email bills directly to your customers and allow them to pay online.

*'''[[Transaction Responses]]'''

==''' Transaction Manager Menu Options'''==

==='''View Merchant Info'''===
[[File:ViewMerchantInfo.png|thumb|left|300px|View Merchant Info]]

View Merchant Info displays the merchant profile, processor info, and devices on the account. Use the tabs at the top of the page to view info related to different tender types services: Credit Card, ACH, Prepaid / Gift Card, Cash and Check.

'''Gateway Merchant Info:''' To update your merchant info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Merchant Profile].
*Gateway Merchant ID: Click the link to access your account's unique 64 character string
'''Processor Info:''' To update your processor info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Processor Info].

'''Devices:''' Lists all devices on your account.
*Gateway Terminal ID: Click the link to access the device overview
*Identification: The gateway's unique identification of each device
*Device ID: The terminal ID assigned by the processor for each device

==='''My Account'''===
----
[[File:MyAccount.png|thumb|right|300|Preferences]]

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Preferences Preferences]''' - Change the default behavior of your account.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_MerchantProfile Merchant Profile]''' - Verify or enter the details of your merchant profile.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_FraudAlerts Fraud Detection Settings]''' - Allows you to set hourly and daily transaction limits, restrict IP Addresses, and set limits on sale amounts to prevent unauthorized transactions.

==='''Totals'''===
----
[[File:Totals.png|thumb|left|300px|Totals]]

Click on totals to find total transaction amounts for the sales activity on your account. All totals for the selected search criteria will appear in the grid. Use the tabs at the top to select a tender type. (Credit Card, Prepaid / Gift Card, Cash)

'''Search Criteria''' - Use the search criteria to extend or narrow your search.

<div align="left">'''Actions'''

'''Export''' - Save the currently displayed totals to your computer as a text file with comma separated values.

'''Short Report''' - View your totals in a printable format.

'''Detail Report''' - View your totals and the transactions that comprise that total in a printable format.

==='''[[Search Transactions]]'''===
[[File:SearchTransactions.png|thumb|right|300px|Search Transactions]]
----

Search Transactions stores all your transactions for 2 years. Transaction records older than 2 years are available upon request. You may double click a transaction record for more details and options. Use the tabs at the top of the page to view transaction records for different tender types: Credit Card, ACH, Prepaid / Gift Card, Cash or Check. Use the search criteria to expand or narrow the search results.

<div align="left">'''Actions'''

'''Export Setup''' - Select the data you would like exported and the order in which you would like the data exported.

'''Export Transactions''' - Save the currently displayed transactions to your computer as a text file with comma separated values.

'''View Transaction Summary''' - View your transactions records in a printable format.

[http://kb.chargeanywhere.com/index.php/Search_Transactions Click Here] for more information on Search Transactions.

[http://kb.chargeanywhere.com/index.php/Transaction_Responses Click Here] for a list of transaction responses.

==='''Virtual Terminal'''===
----

Virtual Terminal allows you to process transactions in Transaction Manager in a variety of ways.

<div align="left">'''Web Terminal Options'''

[[File:VirtualTerminal.png|thumb|left|300px|Web Terminal - Credit Card]]

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Web Terminal Settings]]''' - Set processing options on your devices

'''[[Customer Database]]''' - Store billing and shipping information for your customers. Your customers can be selected in [[Web Terminal]] to populate the appropriate fields for transaction processing.

'''[[Auth Only Database]]''' - Stores your pending auth only transactions for quick capture

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a CSV file or comma delimited text file with transaction data

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis

<div align="left">'''Cash Discount'''
----

Cash Discount can be added using the Web Terminal Settings option. Once there make the following changes to enable

'''Tax One Enabled''' Check this option to enable Cash Discount collection.

'''Tax One Text''' Enter 'Cash Discount' in this field.

'''Tax One Auto Calculate Tax''' Check this option to automatically apply Cash Discount Rate

'''Tax One Percentage''' Enter the Cash Discount percentage you are collecting

'''Update:''' Click update to have the device recognize any Web Terminal Setting changes.

<div align="left">'''[http://developer.chargeanywhere.com/payment-forms.html Payment Forms]'''
----
[[File:paymentformpreview.png|thumb|right|180px|Payment Form Preview]]

Payment Forms allow merchants to collect payment from their eCommerce website. [http://corporate.chargeanywhere.com/developers/paymentforms_fordevelopers/ Click Here] to learn more.

'''[[Payment Form Setup]]''' - Define the fields that are included and required in your payment forms

'''[[Payment Form Options]]''' - Customize the look of your payment forms. *You must click Submit on this page at least once to enable your payment form.

'''Payment Form Preview''' - View your payment form with the current options and settings.

'''[[Payment Form Processing Data]]''' - View the secret key for your payment form. This information should remain confidential.

'''[[Payment Form Code Generator]]''' - Generates generic HTML code that can be used for a payment form

'''Universal Shopping Cart''' - Convert your existing shopping cart to process through CHARGE Anywhere. Transaction keys obtained here should remain confidential.

<div align="left">[http://developer.chargeanywhere.com/shopping-carts.html '''Shopping Cart''']
----
[[File:ShoppingCartPreview.PNG|thumb|left|300px|Web Terminal - Credit Card]]

CHARGE Anywhere provides a fully customizable shopping cart to add to your existing website.

'''[[Shopping Cart Setup]]''' - Customize the look of your shopping cart

'''[[Shopping Cart Catalog]]''' - Add the products you sell

'''Shopping Cart Preview''' - View your shopping cart with the current options and settings

'''View Orders''' - View the orders that were placed through your shopping cart. Each order will show a status of Open. You can close the order once it has been fulfilled.

<div align="left">'''Bill Presentment'''
----
<div align="left">[[File:PreviewBillPresentment.png|thumb|right|200px|Preview Bill Presentment]]

Email invoices, statements or other forms to your customer that includes a link to a secured site so that the customer may enter their own payment information.

'''[[Bill Presentment Setup]]''' - Customize the look and options of your bill presentments.

'''Preview Bill Presentment Form''' - View your bill presentment form with the current option and settings.

'''[[Send Invoice to Customer]]''' - Send an invoice, statement or other forms to your customer.

'''[[View Bill Presentments]]''' - Check the status of previously created bill presentments.

===<div align="left">'''User Management'''===
----
[[File:UserManagement.png|thumb|left|400px|User Management]]
User management allows you to manage the users that access your account, log in information and user permissions. All existing users are located inside the User window.

'''Login Level:''' By default, Access Level 2 has all permissions enabled. Access Level 1 users are only allowed to view transactions for a specific device on your account.

[https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html '''Password Policy:'''] Click to view CHARGE Anywhere password rules.

[http://kb.chargeanywhere.com/img_auth.php/a/ad/UserPermissons.png '''Transaction Manager Permissions:'''] - Click to view permissions

'''To add a user:'''

*Select a login level. ''(If you select Access Level 1, specify the device the user is allowed to view)''

*Enter a new username of at least 6 characters. ''(Usernames will be rejected if already in use by another gateway user)''

*Enter a temporary password and confirm. ''(User will be prompted to change password upon first log in. See [https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html Password Policy].)''

*Enter the user's email address

*Click Add User

'''To delete a user:''' Double click a username to populate the username field and select Delete User.

'''To change a password:''' Double click a username to populate the username field. Enter the new password and confirm, then select Change Password.

'''To change user permissions:''' Double click a username to populate the username field. Select Permissions, make necessary edits and click Update.

'''To unlock a user:''' Double click a username to populate the username field and select Unlock User.

[[File:Settlements.png|thumb|right|300px|User Management]]

==='''Settlements'''===
----
Settlements display the batch totals that are sent to your processor on a daily basis.

'''To close a batch:''' Click the close batch link in the Actions window. You will be presented with a list of all open batches. Select Close Batch next to the device you wish to close.

'''If you wish to change your batch time:''' Ensure that all open batches are closed and contact your merchant service provider.

==='''Logout'''===
For your security, please click the Logout button when you have finished using the transaction manager. You will be automatically logged out after 15 minutes of inactivity.

=='''FAQs'''==
'''Q: Is the ComsGate® Transaction Manager 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 the ComsGate® Transaction Manager work with my processor?'''

'''A:''' Yes. The ComsGate® Transaction Manager can work with any major processor in the US and Canada. Here is a list of processors that are compatible.

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

|-
! scope="row" | Chase Payments* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)† || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

'''Q: What are the costs associated with the ComsGate® Transaction Manager?'''

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

'''Q: How long are my transactions accessible in the ComsGate® Transaction Manager?

'''A:''' All transactions are accessible online for 24 months. After 24 months, all records are archived and can be retrieved upon request.

'''Q: I forgot my password. How do I reset it?

'''A:''' [http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Forgot_Password Click here for the Forgot Password procedure].

'''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 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 the ComsGate® Transaction Manager? (card readers, pinpads, signature capture devices)'''

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

'''Q: What kind of customer support does the ComsGate® Transaction Manager offer?'''

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

Transaction Manager

2018-10-25T21:06:54Z

Mpreller: /* Virtual Terminal */

Transaction Manager

2018-10-25T21:06:36Z

Mpreller: /* Virtual Terminal */

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the ComsGate® Transaction Manager Knowledge Base!'''</center>
<center>Navigate through this page to discover everything you need to know about Transaction Manager.</center>

<div align="center">[[File:TransactionManager.png|480px|link=Transaction Manager]]</div>

==''' Overview'''==
'''ComsGate®''' is the most feature-rich IP and wireless payment gateway in the market today. With dedicated, redundant connections into all the major payment processors and wireless networks, you can be confident that ComsGate® will route your credit, debit, gift, loyalty and pre-paid transactions to wherever you need them, in a matter of seconds! The '''Transaction Manager''' is a web based application that allows you to process transactions, view transactions processed by any CHARGE Anywhere service and generate transaction reports. All CHARGE Anywhere services come with a Free Transaction Manager with limited features. See [[Transaction Manager Features]] for more details.

'''System Requirements:''' Windows Vista or MacOS X (minimum); Internet Connection

'''Supported Browsers:''' Internet Explorer 8 or later; Firefox 5 or later; Safari 5 or later; Chrome

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

'''Features:''' [[Transaction Manager Features]]

''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'''==
'''1. Go to the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] and enter your username and password.'''
''The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.''

'''2. [[Confirm Your Identity]]''' - ''To better serve and protect our customers, a new user will undergo a quick security procedure.''

'''3. Log in with your username and newly created password.'''

[http://kb.chargeanywhere.com/img_auth.php/7/76/Password_reset.mp4 '''Password Reset Guide'''] - Click link to download a video guide

=='''Processing Transactions'''==

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a [[CSV file]] or comma delimited text file with transaction data.

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis.

'''[[Bill Presentment]]''' - Email bills directly to your customers and allow them to pay online.

*'''[[Transaction Responses]]'''

==''' Transaction Manager Menu Options'''==

==='''View Merchant Info'''===
[[File:ViewMerchantInfo.png|thumb|left|300px|View Merchant Info]]

View Merchant Info displays the merchant profile, processor info, and devices on the account. Use the tabs at the top of the page to view info related to different tender types services: Credit Card, ACH, Prepaid / Gift Card, Cash and Check.

'''Gateway Merchant Info:''' To update your merchant info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Merchant Profile].
*Gateway Merchant ID: Click the link to access your account's unique 64 character string
'''Processor Info:''' To update your processor info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Processor Info].

'''Devices:''' Lists all devices on your account.
*Gateway Terminal ID: Click the link to access the device overview
*Identification: The gateway's unique identification of each device
*Device ID: The terminal ID assigned by the processor for each device

==='''My Account'''===
----
[[File:MyAccount.png|thumb|right|300|Preferences]]

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Preferences Preferences]''' - Change the default behavior of your account.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_MerchantProfile Merchant Profile]''' - Verify or enter the details of your merchant profile.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_FraudAlerts Fraud Detection Settings]''' - Allows you to set hourly and daily transaction limits, restrict IP Addresses, and set limits on sale amounts to prevent unauthorized transactions.

==='''Totals'''===
----
[[File:Totals.png|thumb|left|300px|Totals]]

Click on totals to find total transaction amounts for the sales activity on your account. All totals for the selected search criteria will appear in the grid. Use the tabs at the top to select a tender type. (Credit Card, Prepaid / Gift Card, Cash)

'''Search Criteria''' - Use the search criteria to extend or narrow your search.

<div align="left">'''Actions'''

'''Export''' - Save the currently displayed totals to your computer as a text file with comma separated values.

'''Short Report''' - View your totals in a printable format.

'''Detail Report''' - View your totals and the transactions that comprise that total in a printable format.

==='''[[Search Transactions]]'''===
[[File:SearchTransactions.png|thumb|right|300px|Search Transactions]]
----

Search Transactions stores all your transactions for 2 years. Transaction records older than 2 years are available upon request. You may double click a transaction record for more details and options. Use the tabs at the top of the page to view transaction records for different tender types: Credit Card, ACH, Prepaid / Gift Card, Cash or Check. Use the search criteria to expand or narrow the search results.

<div align="left">'''Actions'''

'''Export Setup''' - Select the data you would like exported and the order in which you would like the data exported.

'''Export Transactions''' - Save the currently displayed transactions to your computer as a text file with comma separated values.

'''View Transaction Summary''' - View your transactions records in a printable format.

[http://kb.chargeanywhere.com/index.php/Search_Transactions Click Here] for more information on Search Transactions.

[http://kb.chargeanywhere.com/index.php/Transaction_Responses Click Here] for a list of transaction responses.

==='''Virtual Terminal'''===
----

Virtual Terminal allows you to process transactions in Transaction Manager in a variety of ways.

<div align="left">'''Web Terminal Options'''

[[File:VirtualTerminal.png|thumb|left|300px|Web Terminal - Credit Card]]

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Web Terminal Settings]]''' - Set processing options on your devices

'''[[Customer Database]]''' - Store billing and shipping information for your customers. Your customers can be selected in [[Web Terminal]] to populate the appropriate fields for transaction processing.

'''[[Auth Only Database]]''' - Stores your pending auth only transactions for quick capture

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a CSV file or comma delimited text file with transaction data

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis

<div align="left">'''Cash Discount'''
----
Cash Discount can be added using the Web Terminal Settings option. Once there make the following changes to enable

'''Tax One Enabled''' Check this option to enable Cash Discount collection.

'''Tax One Text''' Enter 'Cash Discount' in this field.

'''Tax One Auto Calculate Tax''' Check this option to automatically apply Cash Discount Rate

'''Tax One Percentage''' Enter the Cash Discount percentage you are collecting

'''Update:''' Click update to have the device recognize any Web Terminal Setting changes.

<div align="left">'''[http://developer.chargeanywhere.com/payment-forms.html Payment Forms]'''
----
[[File:paymentformpreview.png|thumb|right|180px|Payment Form Preview]]

Payment Forms allow merchants to collect payment from their eCommerce website. [http://corporate.chargeanywhere.com/developers/paymentforms_fordevelopers/ Click Here] to learn more.

'''[[Payment Form Setup]]''' - Define the fields that are included and required in your payment forms

'''[[Payment Form Options]]''' - Customize the look of your payment forms. *You must click Submit on this page at least once to enable your payment form.

'''Payment Form Preview''' - View your payment form with the current options and settings.

'''[[Payment Form Processing Data]]''' - View the secret key for your payment form. This information should remain confidential.

'''[[Payment Form Code Generator]]''' - Generates generic HTML code that can be used for a payment form

'''Universal Shopping Cart''' - Convert your existing shopping cart to process through CHARGE Anywhere. Transaction keys obtained here should remain confidential.

<div align="left">[http://developer.chargeanywhere.com/shopping-carts.html '''Shopping Cart''']
----
[[File:ShoppingCartPreview.PNG|thumb|left|300px|Web Terminal - Credit Card]]

CHARGE Anywhere provides a fully customizable shopping cart to add to your existing website.

'''[[Shopping Cart Setup]]''' - Customize the look of your shopping cart

'''[[Shopping Cart Catalog]]''' - Add the products you sell

'''Shopping Cart Preview''' - View your shopping cart with the current options and settings

'''View Orders''' - View the orders that were placed through your shopping cart. Each order will show a status of Open. You can close the order once it has been fulfilled.

<div align="left">'''Bill Presentment'''
----
<div align="left">[[File:PreviewBillPresentment.png|thumb|right|200px|Preview Bill Presentment]]

Email invoices, statements or other forms to your customer that includes a link to a secured site so that the customer may enter their own payment information.

'''[[Bill Presentment Setup]]''' - Customize the look and options of your bill presentments.

'''Preview Bill Presentment Form''' - View your bill presentment form with the current option and settings.

'''[[Send Invoice to Customer]]''' - Send an invoice, statement or other forms to your customer.

'''[[View Bill Presentments]]''' - Check the status of previously created bill presentments.

===<div align="left">'''User Management'''===
----
[[File:UserManagement.png|thumb|left|400px|User Management]]
User management allows you to manage the users that access your account, log in information and user permissions. All existing users are located inside the User window.

'''Login Level:''' By default, Access Level 2 has all permissions enabled. Access Level 1 users are only allowed to view transactions for a specific device on your account.

[https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html '''Password Policy:'''] Click to view CHARGE Anywhere password rules.

[http://kb.chargeanywhere.com/img_auth.php/a/ad/UserPermissons.png '''Transaction Manager Permissions:'''] - Click to view permissions

'''To add a user:'''

*Select a login level. ''(If you select Access Level 1, specify the device the user is allowed to view)''

*Enter a new username of at least 6 characters. ''(Usernames will be rejected if already in use by another gateway user)''

*Enter a temporary password and confirm. ''(User will be prompted to change password upon first log in. See [https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html Password Policy].)''

*Enter the user's email address

*Click Add User

'''To delete a user:''' Double click a username to populate the username field and select Delete User.

'''To change a password:''' Double click a username to populate the username field. Enter the new password and confirm, then select Change Password.

'''To change user permissions:''' Double click a username to populate the username field. Select Permissions, make necessary edits and click Update.

'''To unlock a user:''' Double click a username to populate the username field and select Unlock User.

[[File:Settlements.png|thumb|right|300px|User Management]]

==='''Settlements'''===
----
Settlements display the batch totals that are sent to your processor on a daily basis.

'''To close a batch:''' Click the close batch link in the Actions window. You will be presented with a list of all open batches. Select Close Batch next to the device you wish to close.

'''If you wish to change your batch time:''' Ensure that all open batches are closed and contact your merchant service provider.

==='''Logout'''===
For your security, please click the Logout button when you have finished using the transaction manager. You will be automatically logged out after 15 minutes of inactivity.

=='''FAQs'''==
'''Q: Is the ComsGate® Transaction Manager 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 the ComsGate® Transaction Manager work with my processor?'''

'''A:''' Yes. The ComsGate® Transaction Manager can work with any major processor in the US and Canada. Here is a list of processors that are compatible.

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

|-
! scope="row" | Chase Payments* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)† || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

'''Q: What are the costs associated with the ComsGate® Transaction Manager?'''

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

'''Q: How long are my transactions accessible in the ComsGate® Transaction Manager?

'''A:''' All transactions are accessible online for 24 months. After 24 months, all records are archived and can be retrieved upon request.

'''Q: I forgot my password. How do I reset it?

'''A:''' [http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Forgot_Password Click here for the Forgot Password procedure].

'''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 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 the ComsGate® Transaction Manager? (card readers, pinpads, signature capture devices)'''

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

'''Q: What kind of customer support does the ComsGate® Transaction Manager offer?'''

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

Transaction Manager

2018-10-25T21:06:26Z

Mpreller: /* Virtual Terminal */

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the ComsGate® Transaction Manager Knowledge Base!'''</center>
<center>Navigate through this page to discover everything you need to know about Transaction Manager.</center>

<div align="center">[[File:TransactionManager.png|480px|link=Transaction Manager]]</div>

==''' Overview'''==
'''ComsGate®''' is the most feature-rich IP and wireless payment gateway in the market today. With dedicated, redundant connections into all the major payment processors and wireless networks, you can be confident that ComsGate® will route your credit, debit, gift, loyalty and pre-paid transactions to wherever you need them, in a matter of seconds! The '''Transaction Manager''' is a web based application that allows you to process transactions, view transactions processed by any CHARGE Anywhere service and generate transaction reports. All CHARGE Anywhere services come with a Free Transaction Manager with limited features. See [[Transaction Manager Features]] for more details.

'''System Requirements:''' Windows Vista or MacOS X (minimum); Internet Connection

'''Supported Browsers:''' Internet Explorer 8 or later; Firefox 5 or later; Safari 5 or later; Chrome

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

'''Features:''' [[Transaction Manager Features]]

''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'''==
'''1. Go to the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] and enter your username and password.'''
''The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.''

'''2. [[Confirm Your Identity]]''' - ''To better serve and protect our customers, a new user will undergo a quick security procedure.''

'''3. Log in with your username and newly created password.'''

[http://kb.chargeanywhere.com/img_auth.php/7/76/Password_reset.mp4 '''Password Reset Guide'''] - Click link to download a video guide

=='''Processing Transactions'''==

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a [[CSV file]] or comma delimited text file with transaction data.

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis.

'''[[Bill Presentment]]''' - Email bills directly to your customers and allow them to pay online.

*'''[[Transaction Responses]]'''

==''' Transaction Manager Menu Options'''==

==='''View Merchant Info'''===
[[File:ViewMerchantInfo.png|thumb|left|300px|View Merchant Info]]

View Merchant Info displays the merchant profile, processor info, and devices on the account. Use the tabs at the top of the page to view info related to different tender types services: Credit Card, ACH, Prepaid / Gift Card, Cash and Check.

'''Gateway Merchant Info:''' To update your merchant info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Merchant Profile].
*Gateway Merchant ID: Click the link to access your account's unique 64 character string
'''Processor Info:''' To update your processor info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Processor Info].

'''Devices:''' Lists all devices on your account.
*Gateway Terminal ID: Click the link to access the device overview
*Identification: The gateway's unique identification of each device
*Device ID: The terminal ID assigned by the processor for each device

==='''My Account'''===
----
[[File:MyAccount.png|thumb|right|300|Preferences]]

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Preferences Preferences]''' - Change the default behavior of your account.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_MerchantProfile Merchant Profile]''' - Verify or enter the details of your merchant profile.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_FraudAlerts Fraud Detection Settings]''' - Allows you to set hourly and daily transaction limits, restrict IP Addresses, and set limits on sale amounts to prevent unauthorized transactions.

==='''Totals'''===
----
[[File:Totals.png|thumb|left|300px|Totals]]

Click on totals to find total transaction amounts for the sales activity on your account. All totals for the selected search criteria will appear in the grid. Use the tabs at the top to select a tender type. (Credit Card, Prepaid / Gift Card, Cash)

'''Search Criteria''' - Use the search criteria to extend or narrow your search.

<div align="left">'''Actions'''

'''Export''' - Save the currently displayed totals to your computer as a text file with comma separated values.

'''Short Report''' - View your totals in a printable format.

'''Detail Report''' - View your totals and the transactions that comprise that total in a printable format.

==='''[[Search Transactions]]'''===
[[File:SearchTransactions.png|thumb|right|300px|Search Transactions]]
----

Search Transactions stores all your transactions for 2 years. Transaction records older than 2 years are available upon request. You may double click a transaction record for more details and options. Use the tabs at the top of the page to view transaction records for different tender types: Credit Card, ACH, Prepaid / Gift Card, Cash or Check. Use the search criteria to expand or narrow the search results.

<div align="left">'''Actions'''

'''Export Setup''' - Select the data you would like exported and the order in which you would like the data exported.

'''Export Transactions''' - Save the currently displayed transactions to your computer as a text file with comma separated values.

'''View Transaction Summary''' - View your transactions records in a printable format.

[http://kb.chargeanywhere.com/index.php/Search_Transactions Click Here] for more information on Search Transactions.

[http://kb.chargeanywhere.com/index.php/Transaction_Responses Click Here] for a list of transaction responses.

==='''Virtual Terminal'''===
----

Virtual Terminal allows you to process transactions in Transaction Manager in a variety of ways.

<div align="left">'''Web Terminal Options'''

[[File:VirtualTerminal.png|thumb|left|300px|Web Terminal - Credit Card]]

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Web Terminal Settings]]''' - Set processing options on your devices

'''[[Customer Database]]''' - Store billing and shipping information for your customers. Your customers can be selected in [[Web Terminal]] to populate the appropriate fields for transaction processing.

'''[[Auth Only Database]]''' - Stores your pending auth only transactions for quick capture

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a CSV file or comma delimited text file with transaction data

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis

<div align="left">'''Cash Discount'''
----
Cash Discount can be added using the Web Terminal Settings option. Once there make the following changes to enable

'''Tax One Enabled''' Check this option to enable Cash Discount collection.

'''Tax One Text''' Enter 'Cash Discount' in this field.

'''Tax One Auto Calculate Tax''' Check this option to automatically apply Cash Discount Rate

'''Tax One Percentage''' Enter the Cash Discount percentage you are collecting

'''Update:''' Click update to have the device recognize any Web Terminal Setting changes.

<div align="left">'''[http://developer.chargeanywhere.com/payment-forms.html Payment Forms]'''
----
[[File:paymentformpreview.png|thumb|right|180px|Payment Form Preview]]

Payment Forms allow merchants to collect payment from their eCommerce website. [http://corporate.chargeanywhere.com/developers/paymentforms_fordevelopers/ Click Here] to learn more.

'''[[Payment Form Setup]]''' - Define the fields that are included and required in your payment forms

'''[[Payment Form Options]]''' - Customize the look of your payment forms. *You must click Submit on this page at least once to enable your payment form.

'''Payment Form Preview''' - View your payment form with the current options and settings.

'''[[Payment Form Processing Data]]''' - View the secret key for your payment form. This information should remain confidential.

'''[[Payment Form Code Generator]]''' - Generates generic HTML code that can be used for a payment form

'''Universal Shopping Cart''' - Convert your existing shopping cart to process through CHARGE Anywhere. Transaction keys obtained here should remain confidential.

<div align="left">[http://developer.chargeanywhere.com/shopping-carts.html '''Shopping Cart''']
----
[[File:ShoppingCartPreview.PNG|thumb|left|300px|Web Terminal - Credit Card]]

CHARGE Anywhere provides a fully customizable shopping cart to add to your existing website.

'''[[Shopping Cart Setup]]''' - Customize the look of your shopping cart

'''[[Shopping Cart Catalog]]''' - Add the products you sell

'''Shopping Cart Preview''' - View your shopping cart with the current options and settings

'''View Orders''' - View the orders that were placed through your shopping cart. Each order will show a status of Open. You can close the order once it has been fulfilled.

<div align="left">'''Bill Presentment'''
----
<div align="left">[[File:PreviewBillPresentment.png|thumb|right|200px|Preview Bill Presentment]]

Email invoices, statements or other forms to your customer that includes a link to a secured site so that the customer may enter their own payment information.

'''[[Bill Presentment Setup]]''' - Customize the look and options of your bill presentments.

'''Preview Bill Presentment Form''' - View your bill presentment form with the current option and settings.

'''[[Send Invoice to Customer]]''' - Send an invoice, statement or other forms to your customer.

'''[[View Bill Presentments]]''' - Check the status of previously created bill presentments.

===<div align="left">'''User Management'''===
----
[[File:UserManagement.png|thumb|left|400px|User Management]]
User management allows you to manage the users that access your account, log in information and user permissions. All existing users are located inside the User window.

'''Login Level:''' By default, Access Level 2 has all permissions enabled. Access Level 1 users are only allowed to view transactions for a specific device on your account.

[https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html '''Password Policy:'''] Click to view CHARGE Anywhere password rules.

[http://kb.chargeanywhere.com/img_auth.php/a/ad/UserPermissons.png '''Transaction Manager Permissions:'''] - Click to view permissions

'''To add a user:'''

*Select a login level. ''(If you select Access Level 1, specify the device the user is allowed to view)''

*Enter a new username of at least 6 characters. ''(Usernames will be rejected if already in use by another gateway user)''

*Enter a temporary password and confirm. ''(User will be prompted to change password upon first log in. See [https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html Password Policy].)''

*Enter the user's email address

*Click Add User

'''To delete a user:''' Double click a username to populate the username field and select Delete User.

'''To change a password:''' Double click a username to populate the username field. Enter the new password and confirm, then select Change Password.

'''To change user permissions:''' Double click a username to populate the username field. Select Permissions, make necessary edits and click Update.

'''To unlock a user:''' Double click a username to populate the username field and select Unlock User.

[[File:Settlements.png|thumb|right|300px|User Management]]

==='''Settlements'''===
----
Settlements display the batch totals that are sent to your processor on a daily basis.

'''To close a batch:''' Click the close batch link in the Actions window. You will be presented with a list of all open batches. Select Close Batch next to the device you wish to close.

'''If you wish to change your batch time:''' Ensure that all open batches are closed and contact your merchant service provider.

==='''Logout'''===
For your security, please click the Logout button when you have finished using the transaction manager. You will be automatically logged out after 15 minutes of inactivity.

=='''FAQs'''==
'''Q: Is the ComsGate® Transaction Manager 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 the ComsGate® Transaction Manager work with my processor?'''

'''A:''' Yes. The ComsGate® Transaction Manager can work with any major processor in the US and Canada. Here is a list of processors that are compatible.

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

|-
! scope="row" | Chase Payments* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)† || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

'''Q: What are the costs associated with the ComsGate® Transaction Manager?'''

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

'''Q: How long are my transactions accessible in the ComsGate® Transaction Manager?

'''A:''' All transactions are accessible online for 24 months. After 24 months, all records are archived and can be retrieved upon request.

'''Q: I forgot my password. How do I reset it?

'''A:''' [http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Forgot_Password Click here for the Forgot Password procedure].

'''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 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 the ComsGate® Transaction Manager? (card readers, pinpads, signature capture devices)'''

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

'''Q: What kind of customer support does the ComsGate® Transaction Manager offer?'''

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

Transaction Manager

2018-10-25T21:06:09Z

Mpreller: /* Virtual Terminal */

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the ComsGate® Transaction Manager Knowledge Base!'''</center>
<center>Navigate through this page to discover everything you need to know about Transaction Manager.</center>

<div align="center">[[File:TransactionManager.png|480px|link=Transaction Manager]]</div>

==''' Overview'''==
'''ComsGate®''' is the most feature-rich IP and wireless payment gateway in the market today. With dedicated, redundant connections into all the major payment processors and wireless networks, you can be confident that ComsGate® will route your credit, debit, gift, loyalty and pre-paid transactions to wherever you need them, in a matter of seconds! The '''Transaction Manager''' is a web based application that allows you to process transactions, view transactions processed by any CHARGE Anywhere service and generate transaction reports. All CHARGE Anywhere services come with a Free Transaction Manager with limited features. See [[Transaction Manager Features]] for more details.

'''System Requirements:''' Windows Vista or MacOS X (minimum); Internet Connection

'''Supported Browsers:''' Internet Explorer 8 or later; Firefox 5 or later; Safari 5 or later; Chrome

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

'''Features:''' [[Transaction Manager Features]]

''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'''==
'''1. Go to the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] and enter your username and password.'''
''The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.''

'''2. [[Confirm Your Identity]]''' - ''To better serve and protect our customers, a new user will undergo a quick security procedure.''

'''3. Log in with your username and newly created password.'''

[http://kb.chargeanywhere.com/img_auth.php/7/76/Password_reset.mp4 '''Password Reset Guide'''] - Click link to download a video guide

=='''Processing Transactions'''==

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a [[CSV file]] or comma delimited text file with transaction data.

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis.

'''[[Bill Presentment]]''' - Email bills directly to your customers and allow them to pay online.

*'''[[Transaction Responses]]'''

==''' Transaction Manager Menu Options'''==

==='''View Merchant Info'''===
[[File:ViewMerchantInfo.png|thumb|left|300px|View Merchant Info]]

View Merchant Info displays the merchant profile, processor info, and devices on the account. Use the tabs at the top of the page to view info related to different tender types services: Credit Card, ACH, Prepaid / Gift Card, Cash and Check.

'''Gateway Merchant Info:''' To update your merchant info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Merchant Profile].
*Gateway Merchant ID: Click the link to access your account's unique 64 character string
'''Processor Info:''' To update your processor info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Processor Info].

'''Devices:''' Lists all devices on your account.
*Gateway Terminal ID: Click the link to access the device overview
*Identification: The gateway's unique identification of each device
*Device ID: The terminal ID assigned by the processor for each device

==='''My Account'''===
----
[[File:MyAccount.png|thumb|right|300|Preferences]]

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Preferences Preferences]''' - Change the default behavior of your account.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_MerchantProfile Merchant Profile]''' - Verify or enter the details of your merchant profile.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_FraudAlerts Fraud Detection Settings]''' - Allows you to set hourly and daily transaction limits, restrict IP Addresses, and set limits on sale amounts to prevent unauthorized transactions.

==='''Totals'''===
----
[[File:Totals.png|thumb|left|300px|Totals]]

Click on totals to find total transaction amounts for the sales activity on your account. All totals for the selected search criteria will appear in the grid. Use the tabs at the top to select a tender type. (Credit Card, Prepaid / Gift Card, Cash)

'''Search Criteria''' - Use the search criteria to extend or narrow your search.

<div align="left">'''Actions'''

'''Export''' - Save the currently displayed totals to your computer as a text file with comma separated values.

'''Short Report''' - View your totals in a printable format.

'''Detail Report''' - View your totals and the transactions that comprise that total in a printable format.

==='''[[Search Transactions]]'''===
[[File:SearchTransactions.png|thumb|right|300px|Search Transactions]]
----

Search Transactions stores all your transactions for 2 years. Transaction records older than 2 years are available upon request. You may double click a transaction record for more details and options. Use the tabs at the top of the page to view transaction records for different tender types: Credit Card, ACH, Prepaid / Gift Card, Cash or Check. Use the search criteria to expand or narrow the search results.

<div align="left">'''Actions'''

'''Export Setup''' - Select the data you would like exported and the order in which you would like the data exported.

'''Export Transactions''' - Save the currently displayed transactions to your computer as a text file with comma separated values.

'''View Transaction Summary''' - View your transactions records in a printable format.

[http://kb.chargeanywhere.com/index.php/Search_Transactions Click Here] for more information on Search Transactions.

[http://kb.chargeanywhere.com/index.php/Transaction_Responses Click Here] for a list of transaction responses.

==='''Virtual Terminal'''===
----

Virtual Terminal allows you to process transactions in Transaction Manager in a variety of ways.

<div align="left">'''Web Terminal Options'''

[[File:VirtualTerminal.png|thumb|left|300px|Web Terminal - Credit Card]]

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Web Terminal Settings]]''' - Set processing options on your devices

'''[[Customer Database]]''' - Store billing and shipping information for your customers. Your customers can be selected in [[Web Terminal]] to populate the appropriate fields for transaction processing.

'''[[Auth Only Database]]''' - Stores your pending auth only transactions for quick capture

'''[[Batch Transactions]]''' - Process multiple credit card transactions at once by uploading a CSV file or comma delimited text file with transaction data

'''[[Recurring Database]]''' - Schedule transactions to occur on a recurring basis

<div align="left">'''Cash Discount'''
----
Cash Discount can be added using the Web Terminal Settings option. Once there make the following changes to enable

'''Tax One Enabled''' Check this option to enable Cash Discount collection.

'''Tax One Text''' Enter 'Cash Discount' in this field.

'''Tax One Auto Calculate Tax''' Check this option to automatically apply Cash Discount Rate

'''Tax One Percentage''' Enter the Cash Discount percentage you are collecting

'''Update:''' Click update to have the device recognize any Web Terminal Setting changes.

<div align="left">'''[http://developer.chargeanywhere.com/payment-forms.html Payment Forms]'''
----
[[File:paymentformpreview.png|thumb|right|180px|Payment Form Preview]]

Payment Forms allow merchants to collect payment from their eCommerce website. [http://corporate.chargeanywhere.com/developers/paymentforms_fordevelopers/ Click Here] to learn more.

'''[[Payment Form Setup]]''' - Define the fields that are included and required in your payment forms

'''[[Payment Form Options]]''' - Customize the look of your payment forms. *You must click Submit on this page at least once to enable your payment form.

'''Payment Form Preview''' - View your payment form with the current options and settings.

'''[[Payment Form Processing Data]]''' - View the secret key for your payment form. This information should remain confidential.

'''[[Payment Form Code Generator]]''' - Generates generic HTML code that can be used for a payment form

'''Universal Shopping Cart''' - Convert your existing shopping cart to process through CHARGE Anywhere. Transaction keys obtained here should remain confidential.

<div align="left">[http://developer.chargeanywhere.com/shopping-carts.html '''Shopping Cart''']
----
[[File:ShoppingCartPreview.PNG|thumb|left|300px|Web Terminal - Credit Card]]

CHARGE Anywhere provides a fully customizable shopping cart to add to your existing website.

'''[[Shopping Cart Setup]]''' - Customize the look of your shopping cart

'''[[Shopping Cart Catalog]]''' - Add the products you sell

'''Shopping Cart Preview''' - View your shopping cart with the current options and settings

'''View Orders''' - View the orders that were placed through your shopping cart. Each order will show a status of Open. You can close the order once it has been fulfilled.

<div align="left">'''Bill Presentment'''
----
<div align="left">[[File:PreviewBillPresentment.png|thumb|right|200px|Preview Bill Presentment]]

Email invoices, statements or other forms to your customer that includes a link to a secured site so that the customer may enter their own payment information.

'''[[Bill Presentment Setup]]''' - Customize the look and options of your bill presentments.

'''Preview Bill Presentment Form''' - View your bill presentment form with the current option and settings.

'''[[Send Invoice to Customer]]''' - Send an invoice, statement or other forms to your customer.

'''[[View Bill Presentments]]''' - Check the status of previously created bill presentments.

===<div align="left">'''User Management'''===
----
[[File:UserManagement.png|thumb|left|400px|User Management]]
User management allows you to manage the users that access your account, log in information and user permissions. All existing users are located inside the User window.

'''Login Level:''' By default, Access Level 2 has all permissions enabled. Access Level 1 users are only allowed to view transactions for a specific device on your account.

[https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html '''Password Policy:'''] Click to view CHARGE Anywhere password rules.

[http://kb.chargeanywhere.com/img_auth.php/a/ad/UserPermissons.png '''Transaction Manager Permissions:'''] - Click to view permissions

'''To add a user:'''

*Select a login level. ''(If you select Access Level 1, specify the device the user is allowed to view)''

*Enter a new username of at least 6 characters. ''(Usernames will be rejected if already in use by another gateway user)''

*Enter a temporary password and confirm. ''(User will be prompted to change password upon first log in. See [https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html Password Policy].)''

*Enter the user's email address

*Click Add User

'''To delete a user:''' Double click a username to populate the username field and select Delete User.

'''To change a password:''' Double click a username to populate the username field. Enter the new password and confirm, then select Change Password.

'''To change user permissions:''' Double click a username to populate the username field. Select Permissions, make necessary edits and click Update.

'''To unlock a user:''' Double click a username to populate the username field and select Unlock User.

[[File:Settlements.png|thumb|right|300px|User Management]]

==='''Settlements'''===
----
Settlements display the batch totals that are sent to your processor on a daily basis.

'''To close a batch:''' Click the close batch link in the Actions window. You will be presented with a list of all open batches. Select Close Batch next to the device you wish to close.

'''If you wish to change your batch time:''' Ensure that all open batches are closed and contact your merchant service provider.

==='''Logout'''===
For your security, please click the Logout button when you have finished using the transaction manager. You will be automatically logged out after 15 minutes of inactivity.

=='''FAQs'''==
'''Q: Is the ComsGate® Transaction Manager 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 the ComsGate® Transaction Manager work with my processor?'''

'''A:''' Yes. The ComsGate® Transaction Manager can work with any major processor in the US and Canada. Here is a list of processors that are compatible.

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

|-
! scope="row" | Chase Payments* || FD Atlanta || Heartland || Redeban
|-
! scope="row"| Cross Check || FD Nashvillle || Merchant eSolutions || Sage (Global E-Telecom)
|-
! scope="row" | Elavon (Nova)† || FD North || Moneris (Canada) || TeleDraft
|-
! scope="row" | Euronet || FD Omaha || Moneris (USA) || TPS/EVO
|-
! scope="row" | Euro 6000 || FD South US || NIBSS || Transmodus
|-
! scope="row" | Evertec || FD South Mexico || Nucleus || TSYS (Vital)*
|-
! scope="row" | First ACH || FD South LAC || Paypal || VISA ACP
|-
! scope="row" | Global Payments ||FD Rapid Connect*
|-
|}

'''* Processor is certified for EMV transactions'''

'''† Processor undergoing certification for EMV transactions'''

'''Q: What are the costs associated with the ComsGate® Transaction Manager?'''

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

'''Q: How long are my transactions accessible in the ComsGate® Transaction Manager?

'''A:''' All transactions are accessible online for 24 months. After 24 months, all records are archived and can be retrieved upon request.

'''Q: I forgot my password. How do I reset it?

'''A:''' [http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Forgot_Password Click here for the Forgot Password procedure].

'''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 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 the ComsGate® Transaction Manager? (card readers, pinpads, signature capture devices)'''

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

'''Q: What kind of customer support does the ComsGate® Transaction Manager offer?'''

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

IOS Setup

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__NOTOC__
=='''Optional Prompts'''==
[[File:IOSoptionalprompts.PNG|thumb|upright|100px|'''Optional Prompts''']]

'''Clerk# Prompt''' - A clerk # is used to identify which user has processed a transaction. Once a username has been assigned a clerk#, every transaction submitted by that user will include the clerk#.
*Clerk# Text: The clerk# can be labeled as Driver#, Operator#, Employee#, Vendor#, Server ID, Bartender ID, Waiter ID
*Clerk#: If a username was not assigned a clerk #, this field will be used as a default clerk#.

'''Enable QuickBooks Integration''' - If enabled, either customer# or invoice# will be a required field in order to process a transaction. If you have CHARGE Anywhere® Designed for Use with QuickBooks active on your gateway account, the transactions can be imported into QuickBooks to automatically create payment records. For more info, see [[QB Integration]].

'''Tax Prompt''' - If enabled, the mobile payment app will apply a designated tax % to every transaction amount. If you leave the tax % blank, you will have a chance to manually enter a tax amount at the time of sale.

'''Tip Prompt''' - If enabled, you will have the option to include a tip amount when processing a transaction.
*Tip Entry Mode: ''Prompt Amount'' allows you to manually enter a dollar amount; ''Prompt Percent'' will allow you to manually enter a % of the transaction amount; ''Pick %'' allows you to choose from a list of tip % during the time of transaction; ''Auto Apply %'' will automatically add a designated %.
*Tip Receipt: If enabled, you will be able to print a reciept with the amount of the transaction so that the customer may include a tip amount on the receipt. You may then enter the tip amount so that the grand total may be authorized.

=='''Cash Discount'''==
[[File:Cash Discount iOS.PNG|thumb|upright|100px|'''Cash Discount''']]

'''Cash Discount''' - If enabled, the mobile payment app will apply a designated Cash Discount amount or percentage to every transaction.

'''Label''' - Enter the text you want to appear for the Cash Discount Prompt

'''Mode''' - Choose to apply a fixed dollar amount or a percentage

'''Fixed Amount''' - Appears if Mode is set to Fixed Amount. Enter the dollar amount to apply to the transaction

'''Fee%''' - Appears if Mode is set to Percent. Enter the percentage to apply to the transaction

'''Fee% Mode''' - Appears if Mode is set to Percent. Choose whether to apply the percentage to only the amount, amount + tax, amount + tax + tip

'''Tender Types''' - Check off the tender types that the Cash Discount will be applied to.

=='''Transaction Settings'''==
[[File:IOStranssettings.PNG|thumb|upright|100px|'''Trans Settings''']]

'''Enable Signature''' - Prompts for the customer's signature after an approved credit card transaction. (Enabled by default)

'''Retry Attempts''' - # of times the app will try to resubmit a transaction if there was no response from server.

'''No Response Action''' - If a submitted transaction receives no response from server, you may choose to have the app "Ask to Store Offline" or "Auto Store Offline".

'''Offline''' - If enabled, all transactions entered will not be submitted for authorization, but will be stored securely within your phone. When offline mode is disabled, you may submit those transactions for authorization from the ''Offline Transactions Logs''. '''WARNING:''' The merchant assumes all risk for any transaction that are declined and/or rejected for any reason when submitted for approval.

'''Default Amount''' - Any amount entered here will automatically display as the transaction amount when beginning a transaction.
*Quantity Prompt - If you choose a default amount, the quantity prompt can be used as a multiplier.

'''Purchase Cards Enabled''' - Allows you to accept Level 2 cards. A Level 2 card is government or business issued credit card. The customer will need to provide a purchase code.

'''Swipe Option:''' Determines what track is read when a credit card is swiped.

'''Show Subtotal:''' Displays the subtotal of transaction amount and tax amount.

=='''Peripheral Devices'''==
Used to pair compatible printers and swipers with the app. For additional info, see [[Peripheral Help]].

=='''Receipt Options'''==
[[File:Iosreceiptoptions.PNG|thumb|upright|100px|'''Receipt Options''']]

'''View/Edit Header''' - Displays at the top of a receipt.

'''View/Edit Footer''' - Displays at the bottom of a receipt.

'''Print Options''' - Pick whether "Customer Copy", "Merchant Copy", both or no receipt should be automatically printed upon an approved and/or declined transaction.

'''Email Options''' - Sets the behaviour of emailed receipts.
*Email Customer Receipt: If enabled, a prompt for the customer's email address will appear after an approved transaction.
*Default From Email: The email address that the customer will see when the reciept is emailed.
*Default Subject Text: The subject of the receipt email.
*Email Method: The receipt email can be sent via your phone/tablet or a CHARGE Anywhere server.

=='''Advanced'''==
[[File:IOSadvanced.PNG|thumb|upright|100px|'''Advanced''']]

'''Network Settings''' - The app will always be in Production. This cannot be changed.

'''Application Mode''' - The app can be placed in a Demo Mode, Testing Mode, or Debug Mode. Transactions will not be be submitted for authorization when utilizing one of these modes. '''WARNING:''' CHARGE Anywhere highly discourages changing the application mode.

'''Config Tender Types''' - Controls the display of Transaction's tender type.

'''GPS''' - If enabled, the GPS location of the transaction's origin will be digitally stored.

'''Processor Info''' - Allows you to change the specifications of your processor info.

=='''Show All Settings'''==

Can display/print the various app settings, including the version #, device ID, and software license key.

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__NOTOC__
=='''Optional Prompts'''==
[[File:Androidoptionalprompts.PNG|thumb|upright|100px|'''Optional Prompts''']]

'''Clerk# Prompt''' - A clerk # is used to identify which user has processed a transaction. Once a username has been assigned a clerk#, every transaction submitted by that user will include the clerk#.
*Clerk# Text: The clerk# can be labeled as Driver#, Operator#, Employee#, Vendor#, Server ID, Bartender ID, Waiter ID
*Clerk#: If a username was not assigned a clerk #, this field will be used as a default clerk#.

'''Enable QuickBooks Integration''' - If enabled, either customer# or invoice# will be a required field in order to process a transaction. If you have CHARGE Anywhere® Designed for Use with QuickBooks active on your gateway account, the transactions can be imported into QuickBooks to automatically create payment records. For more info, see [[QB Integration]].

'''Tax Prompt''' - If enabled, the mobile payment app will apply a designated tax % to every transaction amount. If you leave the tax % blank, you will have a chance to manually enter a tax amount at the time of sale.

'''Tip Prompt''' - If enabled, you will have the option to include a tip amount when processing a transaction.
*Tip Entry Mode: ''Prompt Amount'' allows you to manually enter a dollar amount; ''Prompt Percent'' will allow you to manually enter a % of the transaction amount; ''Pick %'' allows you to choose from a list of tip % during the time of transaction; ''Auto Apply %'' will automatically add a designated %.
*Tip Receipt: If enabled, you will be able to print a reciept with the amount of the transaction so that the customer may include a tip amount on the receipt. You may then enter the tip amount so that the grand total may be authorized. (To print, press the menu button while on a sale screen.)

=='''Cash Discount'''==
[[File:Cash_Discount.png|thumb|upright|100px|'''Cash Discount''']]

=='''Transaction Settings'''==
[[File:Androidtransactionsettings.PNG|thumb|upright|100px|'''Trans Settings''']]

'''Enable Signature''' - Prompts for the customer's signature after an approved credit card transaction. (Enabled by default)

'''Retry Attempts''' - # of times the app will try to resubmit a transaction if there was no response from server.

'''No Response Action''' - If a submitted transaction receives no response from server, you may choose to have the app "Ask to Store Offline" or "Auto Store Offline".

'''Enable Offline''' - If enabled, all transactions entered will not be submitted for authorization, but will be stored securely within your phone. When offline mode is disabled, you may submit those transactions for authorization from the ''Offline Transactions Logs''. '''WARNING:''' The merchant assumes all risk for any transaction that are declined and/or rejected for any reason when submitted for approval.

'''Default Amount''' - Any amount entered here will automatically display as the transaction amount when beginning a transaction.
*Quantity Prompt - If you choose a default amount, the quantity prompt can be used as a multiplier.

'''Purchase Cards Enabled''' - Allows you to accept Level 2 cards. A Level 2 card is government or business issued credit card. The customer will need to provide a purchase code.

'''Swipe Option:''' Determines what track is read when a credit card is swiped.

'''Show Subtotal:''' Displays the subtotal of transaction amount and tax amount.

=='''Peripheral Devices'''==
Used to pair compatible printers and swipers with the app. For additional info, see [[Peripheral Help]].

=='''Receipt Options'''==
[[File:AndroidReceiptOptions.PNG|thumb|upright|100px|'''Receipt Options''']]

'''View/Edit Header''' - Displays at the top of a receipt.

'''View/Edit Footer''' - Displays at the bottom of a receipt.

'''Print Options''' - Pick whether "Customer Copy", "Merchant Copy", both or no receipt should be automatically printed upon an approved and/or declined transaction.

'''Email Options''' - Sets the behaviour of emailed receipts.
*Email Customer Receipt: If enabled, a prompt for the customer's email address will appear after an approved transaction.
*Default From Email: The email address that the customer will see when the reciept is emailed.
*Default Subject Text: The subject of the receipt email.
*Email Method: The receipt email can be sent via your phone/tablet or a CHARGE Anywhere server.

=='''Advanced'''==
[[File:Androidadvanced.PNG|thumb|upright|100px|'''Advanced''']]

'''Network Settings''' - The app will always be in Production. This cannot be changed.

'''Application Mode''' - The app can be placed in a Demo Mode, Testing Mode, or Debug Mode. Transactions will not be be submitted for authorization when utilizing one of these modes. '''WARNING:''' CHARGE Anywhere highly discourages changing the application mode.

'''Config Tender Types''' - Controls the display of Transaction's tender type.

'''GPS''' - If enabled, the GPS location of the transaction's origin will be digitally stored.

'''Processor Info''' - Allows you to change the specifications of your processor info.

=='''Show All Settings'''==

Can display/print the various app settings, including the version #, device ID, and software license key.

File:Cash Discount.png

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Web Terminal Settings

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'''Device:''' Select a device that you would like to update.

'''Decline When AVS Mismatch:''' Declines a transaction if the response from the processor indicates an Address Verification System (AVS) mismatch. This will result in two gateway transactions, one for the approved original sale and one for the void of the sale. (Depending on the processor and customer's bank, a hold on the original authorization of funds may remain on the customer's card for approximately 3-7 days which will reduce the customer's available spending limit.)

'''Decline When CVV Mismatch:''' Declines a transaction if the response from the processor indicates an Card Verification Value (CVV) mismatch. This will result in two gateway transactions, one for the approved original sale and one for the void of the sale. (Depending on the processor and customer's bank, a hold on the original authorization of funds may remain on the customer's card for approximately 3-7 days which will reduce the customer's available spending limit.)

'''Partial Auth Enabled:''' A partial auth will enable the processor to grant an approval for an amount less than the original request if the customer does not have enough available funds.

'''Decline and Reverse Partial Approval Transactions (Tsys and First Data Rapid Connect Only):''' Declines and Voids the transaction if the processor has granted an approval for an amount less than the original request.

'''Tax One Enabled''' Check this option to enable Tax or Cash Discount collection.

'''Tax One Text''' Enter the name you want the Tax prompt to appear as. Enter 'Cash Discount' if you are collecting Cash Discount.

'''Tax One Auto Calculate Tax''' Check this option to automatically apply Tax or Cash Discount Rate

'''Tax One Percentage''' Enter the Tax or Cash Discount percentage you are collecting

'''Update:''' Click update to have the device recognize any Web Terminal Setting changes.