QuickSale™ for Windows®

Welcome to the CHARGE Anywhere® QuickSale™ for Windows® Help Desk! Navigate through this page to discover everything you need to know about QuickSale™ for Windows®.

Overview

CHARGE Anywhere® for Windows® is a desktop payment application that can be used by itself or in conjuction with 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

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

CAFW Index

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 double click the CHARGE Anywhere for Windows icon in the notification section of your taskbar.

QuickSale screenshot

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 (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 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.

Print Credit Card Receipts

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

To reprint a receipt:

1. Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbarto 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 ✓ are approved transactions.
• Transactions with a X are non approved transactions.

Reports

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. Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbarto 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.

Transaction Manager

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.

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. Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbarto view the CAFW 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

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. Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbarto view the CAFW 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 the Owner username or users with Edit User permission enabled)

Permissions Templates

	Sale	Auth Only	Void	Return	Force	Setup	Reports	Add User	Edit User	Delete User	Rotate Keys	Unregister
Standard Clerk	✓	X	X	X	X	X	X	X	X	X	X	X
Manager	✓	✓	✓	✓	✓	✓	X	X	X	X	X	X
All	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓

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 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.

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\CHARGE Anywhere for Windows\comstarpos.mdb.

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

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, 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.

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

Synchronization 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 CHARGE Anywhere for Windows.

Tax Rate: 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.

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

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

Rotate Key

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.

Help Guide

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

Setup Wizard

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.

About

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.

Sign Out/Sign In

Click to sign out of the current username. If you are not currently signed in, click Sign In to open a log in screen.

Exit

Click to shut down CHARGE Anywhere for Windows.

FAQ

Q: Is CHARGE Anywhere for Windows PCI compliant.

A: All of the CHARGE Anywhere software is PCI compliant. Payment data is securely transmitted and/or stored in an encrypted manner.

Q: Can CHARGE Anywhere for Windows work with my processor?

A: CHARGE Anywhere for Windows can work with any major processor in the US and Canada. Visit our corporate site for a list of processors that CHARGE Anywhere for Windows can work with.

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

Q: What are the costs associated with CHARGE Anywhere 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 CHARGE Anywhere for Windows?

A: No, CHARGE Anywhere for Windows 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 turn off merchant services in my accounting or POS software.

A: The provider of your accounting or POS software should be able to answer that.

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 CHARGE Anywhere for Windows? (card readers, pinpads, signature capture devices)

A: For a complete list of peripherals and configurations guides, see Peripheral Help.

Q: Are my transactions accessible online?

A: All transactions are stored online within the Comsgate Transaction Manager for 48 months. After 48 months, all records are archived and can be retrieved upon request.

Q: What kind of customer support does CHARGE Anywhere for Windows offer?

A: CHARGE Anywhere Customer Support and Technical Support are available from 9am to midnight ET during weekdays and 9am to 5pm ET during weekends.