Difference between revisions of "Apple iOS"
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<center>''Navigate through this page to discover everything you need to know about the app''</center> | <center>''Navigate through this page to discover everything you need to know about the app''</center> | ||
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=='''Overview'''== | =='''Overview'''== | ||
'''CHARGE Anywhere®'s Mobile Payment App 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 PA DSS Payment Gateway, ComsGate Transaction Manager and a Free Virtual Terminal. | '''CHARGE Anywhere®'s Mobile Payment App 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 PA DSS Payment Gateway, ComsGate Transaction Manager and a Free Virtual Terminal. | ||
Revision as of 14:02, 26 July 2012
Overview
CHARGE Anywhere®'s Mobile Payment App 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 PA DSS Payment Gateway, ComsGate Transaction Manager and a Free Virtual Terminal.
System Requirements: Operating System 3.1 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, BlackBerry, J2ME, and Windows Mobile
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. Download the CHARGE Anywhere Payment App from the Apple App Store.
- Go to the App Store from your phone/tablet and search for CHARGE Anywhere.
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 a password and sign in with the default username, Owner
4. To configure a peripheral card reader and/or printer, see Peripheral Help.
Swipe Card for QuickSale
If you have a card reader configured, a QuickSale (credit card sale) can be initiated from the home screen by swiping a credit card. For help setting up card reader, see Peripheral Help. The images below outline the process of a QuickSale.
1. Swipe Card
2. Enter amount and click Actions
3. Click Submit
4. The response will display and/or print
5. Customer signs screen and presses Submit
Transactions
The Transactions menu will display a list of tender types: Cash, Check, Credit, Gift/Loyalty, and ACH/eCheck.
Reports
Reports will provide real time totals of transactions run within your Mobile Payment App today. There are a few options to narrow the results of your report.
- 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 #.
- 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
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)
Displays approved transactions run within the current day. Click a transaction to view the transaction details.
- Void - While viewing a transaction's details, click Actions for the option to void.
- 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.
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.
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.
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'.
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: Feature Options, Setup, Security, Support, and Maintenance.
