View source for QuickSale™ for Windows®

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<center>'''Welcome to the CHARGE Anywhere® for Windows® Help Desk!'''</center>
<center>Navigate through this page to discover everything you need to know about the CHARGE Anywhere for Windows software.</center>

<div align="center">[[File:CAFWicon4.PNG|600px]]</div>


=='''Overview'''==
'''CHARGE Anywhere® for Windows®''' is a desktop payment application that can be used by itself or in conjuction with almost any Point of Sale or Accounting software to process credit card payments. 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.

'''System Requirements''': Windows XP (minimum); Microsoft .Net Framework 2.0 (minimum)

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

Once the software is installed, a CHARGE Anywhere 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 CHARGE Anywhere menu options are available by <u>right clicking the CHARGE Anywhere icon in the notification section</u>. 

[[File:CAFWmenu.png|center|450px]]

=='''Getting Started'''==

'''[[CAFW Installation]]''' - The step by step guide for installation

'''[[CAFW Setup Wizard]]''' - The step by step guide of the Setup Wizard

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

'''[[Transaction Responses]]''' - A list of popular transaction responses

'''Demos & Tutorials'''

'''FAQ'''

== '''CAFW Index''' ==
[[File:CAFWquicksale.png|thumb|upright|700x400px|QuickSale screenshot]]
===<span style="color:#191970">QuickSale</span>===

'''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 (Swiped)]]''': If you have a compatible cardreader connected and configured with CHARGE Anywhere, you can swipe a card to initiate a QuickSale ''(See [[Peripheral Help]])''. Swiped transactions are generally more secure and may qualify you for a better transaction fee rate with your processor. Upon successful swipe, 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 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 for Windows icon in the notification section of your taskbar]. Enter all card information and transaction amount and press Send. The transaction will process within 3-5 seconds and display or print the transaction response.

===<span style="color:#191970">Print Credit Card Receipts</span>===
[[File:CAFWprintreceipts.png|thumb|left|400x240px]]

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

'''To reprint a receipt:'''

:'''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbar]to view the CAFW 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 &#x2713; are approved transactions. 
*''Transactions with a <span style="color:#FF0000">X</span style> are non approved transactions.''








===<span style="color:#191970">Reports</span>===
[[File:CAFWreports.png|thumb|upright|400x240px]]

You are able to generate a report of all transactions processed by CHARGE Anwyhere 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 for Windows icon in the notification section of your taskbar]to view the CAFW 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.







===<span style="color:#191970">[https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager]</span>===
[[File:TransManlogin.png|thumb|left]]

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

'''Please Note:''' ''The username/password for Transaction Manager is generally not the same as CHARGE Anywhere for Windows. The username for Transaction Manager is included in your activation email. The password is sent in a following email.''





===<span style="color:#191970">Change Password</span>===
[[File:CAFWchangepassword.png|thumb|upright|400x240px]]

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 for Windows icon in the notification section of your taskbar]to view the CAFW menu. Select Change Password.

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

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




===<span style="color:#191970">User Management</span>===
[[File:CAFWusermanagement.png|thumb|left|500x300px]]

User Management is used to '''add, delete, and edit user profiles''' in CHARGE Anywhere for Windows. You can also set the permissions of each user, describing what actions each user is allowed to perform. ''(User management may only be modified by the Owner username or users with Add User, Edit User, or Delete User permissions enabled.)''

'''To access user management'''

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

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

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

<u>'''Permission Templates'''</u>
The permission templates are predetermined permissions that restrict employees from performing certains actions. ''(These permissions may be altered manually by the Owner username or users with Edit User permission enabled)''

{| border="3"
|+ <span style="color:#191970">'''Permissions Templates'''</span>
! scope="col" | 
! scope="col" | Sale
! scope="col" | Auth Only
! scope="col" | Void
! scope="col" | Return
! scope="col" | Force
! scope="col" | Setup
! scope="col" | Reports
! scope="col" | Add User
! scope="col" | Edit User
! scope="col" | Delete User
! scope="col" | Rotate Keys
! scope-"col" | Unregister
|-
! scope="row" | Standard Clerk
| <center>'''&#x2713;'''</center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>||<center><span style="color:#B22222">'''X'''</span style></center>||
|-
! scope="row" | Manager
| <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center>||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>|| 
|- 
! scope="row" | All
| <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> || <center>'''&#x2713;'''</center> ||
|}



===<span style="color:#191970">Setup</span> ===
<center><span style="color:#2F4F4F">'''Account Information'''</span></center>
[[File:CAFWaccountinfo.png|thumb|upright|400x240px]]

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

<u>Registration Information:</u> 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 CHARGE Anywhere 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.   

<u>Server Location:</u> 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\CHARGE Anywhere for Windows\comstarpos.mdb.

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


<center><span style="color:#2F4F4F">'''Print Options'''</span></center>
[[File:CAFWprintoptions.png|thumb|left|400x240px]]

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

<u>Print Receipt(s) After Response:</u> 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.

<u>Default Printer:</u> Choose a windows printer from the dropdown menu.

<u>Peripheral Devices:</u> Configure compatible swipers, pinpads, signature capture devices, and/or contactless readers to work in conjunction with CHARGE Anywhere for Windows. For additional help configuring peripheral devices, see [[Peripheral Help]].

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


<center><span style="color:#2F4F4F">'''Synchronization Options'''</span></center>
[[File:CAFWsyncoptions.png|thumb|upright|400x240px]]

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

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

<u>New Customer Action</u>: 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".

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

<u>Number of days to allow returns:</u> This feature limits which sales can be returned through CHARGE Anywhere for Windows. 

<u>Tax Rate:</u> Charge Anywhere 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.

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

<u>Received Signature Completes Transaction</u>: When using a compatible signature capture device, a received signature from your customer will end the transaction.

===<span style="color:#191970">Rotate Key</span>===

''Rotate Key'' is a feature that changes the encryption key in CHARGE Anywhere 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.

===<span style="color:#191970">Help Guide</span>===

By clicking ''Help Guide'' within CHARGE Anywhere for Windows, a browser page will open to this site.

===<span style="color:#191970">[http://kb.chargeanywhere.com/index.php/CAFW_Setup_Wizard Setup Wizard]</span>===

The Setup Wizard is an easy approach to configuring the CHARGE Anywhere for Windows Setup Menu. Click the link above for a guide through the Setup Wizard.

===<span style="color:#191970">About</span>===

This will display the version of your CHARGE Anywhere for Windows software.

'''Latest Version available: 2.00.00.05'''

*If you would like to obtain the latest version of CHARGE Anywhere for Windows, please contact CHARGE Anywhere Customer Support at 1800-211-1256 ext1. Annual Software Maintenance fee may apply.
*Click here to download the Annual Software Maintenance payment form - [[File:AnnualSoftwareMaintenance.pdf]]
Please complete and return the form to support@chargeanywhere.com or fax to 732-417-4448. A CHARGE Anywhere Customer Support rep will contact you within 1 business day to schedule an upgrade appointment.

===<span style="color:#191970">'''Sign Out/Sign In'''</span>===
''Click to sign out of the current username. If you are not currently signed in, click Sign In to open a log in screen.''

===<span style="color:#191970">Exit</span>===
''Click to shut down CHARGE Anywhere for Windows.''

==FAQ==