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| − | <center>'''Welcome to the QuickSale™ for Android® Knowledge Base!'''</center> | + | <div align="center">[[File:Duo Setup Part 1.PNG|540px]]</div> |
| − | <center>Navigate through this page to discover everything you need to know about the app.</center>
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| | + | =='''Overview'''== |
| | + | Two-factor Authentication is a great way to prevent unauthorized usage of your CHARGE Anywhere® account. It will allow you to use an additional step to verify your identity when you log into the site, either by entering an emailed security code with each login, or by using a Mobile Phone, Smart Phone, Tablet, or Landline Phone through Duo Security. Duo Security is an additional service |
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| | + | =='''Getting Started - One Time Password'''== |
| | + | [[File:TransactionManager.png|thumb|right|200px]] |
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| | + | Navigate to https://www.chargeanywhere.com/TransactionManager/Login.aspx and enter the Username and Password provided in your activation emails. |
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| | + | [[File:OTP.PNG|thumb|right|200px]] |
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| | + | When you enter your Username and Password you will get a security code emailed to you. Enter the code in the space provided to complete the login |
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| − | <div align="center">[[File:Duo Setup Part 1.PNG|540px|link=Android]]</div>
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| − | =='''Overview'''==
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| − | Two Factor Authentication is a great way to prevent unauthorized usage of your Charge Anywhere account. It will allow you to use a Mobile Phone, Smart Phone, or Tablet as an additional step to verify your identity when you log into the site. Contact your Merchant Service Provider if you would like to enable this feature for your account.
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| − | =='''Getting Started'''== | + | =='''Getting Started - Duo Security'''== |
| | [[File:TransactionManager.png|thumb|right|200px]] | | [[File:TransactionManager.png|thumb|right|200px]] |
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| − | '''1. Login to the Charge Anywhere Transaction Manager'''
| + | Navigate to https://www.chargeanywhere.com/TransactionManager/Login.aspx and enter the Username and Password provided in your activation emails. |
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| | + | [[File:Duo Setup Part 1.PNG|thumb|right|200px]] |
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| | + | If you have Duo Security enabled as your Two Factor Authentication you will see this screen. Click on Start setup |
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| − | Navigate to https://www.chargeanywhere.com/TransactionManager/Login.aspx and enter the Username and Password provided in your activation emails. If your Merchant Service Provider has enabled Two Factor Authentication on your account you will see the screen on the left.
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| − | [[File:Duo Setup Part 1.PNG|thumb|left|200px]]
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| − | ==<span style="color:#191970">'''Swipe Card for QuickSale'''</span>==
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| − | 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.
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| − | <gallery widths=190px heights=200px perrow=5>
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| − | File:Androidhomescreen.PNG| '''1. Swipe Card'''
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| − | File:Androidswipedsale.PNG| '''2. Enter amount and click Submit'''
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| − | File:Androidapprovedsale.PNG| '''3. The response will display and/or print'''
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| − | File:Androidsigcap.PNG| '''4. Customer signs screen and presses Submit'''
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| − | </gallery>
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| − | <center>''QuickSale instructions''</center>
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| − | ==<span style="color:#191970">'''Transactions'''</span>== | + | =='''Adding CHARGE Anywhere® to your Duo Account'''== |
| − | The Transactions menu will display a list of tender types: [http://kb.chargeanywhere.com/index.php/Android_Cash <u>'''Cash'''</u>], [http://kb.chargeanywhere.com/index.php/Android_Check <u>'''Check'''</u>], [http://kb.chargeanywhere.com/index.php/Android_Credit <u>'''Credit'''</u>], [http://kb.chargeanywhere.com/index.php/Android_Gift/Loyalty <u>'''Gift/Loyalty'''</u>], and [http://kb.chargeanywhere.com/index.php/Android_ACH/eCheck <u>'''ACH/eCheck'''</u>].
| + | [[File:Duo Setup Part 2.PNG|thumb|right|200px]] |
| − | <gallery widths=150px heights=200px perrow=5>
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| − | File:Androidcashsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Cash <u>'''Cash'''</u>]</center>
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| − | File:Androidchecksale.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Check <u>'''Check'''</u>]</center> | |
| − | File:Androidcreditsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Credit <u>'''Credit'''</u>]</center>
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| − | File:Androidcharge.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Gift/Loyalty <u>'''Gift/Loyalty'''</u>]</center>
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| − | File:AndroidACHsale.PNG|<center>[http://kb.chargeanywhere.com/index.php/Android_ACH/eCheck <u>'''ACH/eCheck'''</u>]</center>
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| − | </gallery>
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| − | <center>''*Click the link below an image for more info on processing transactions''</center>
| + | You will need to register the type of device you want to use for Two-factor Authentication. Mobile Phone will allow you to receive |
| | + | a security code through a text message, or use the Duo Mobile app to authenticate your login. Choosing a Tablet will allow you to use the Duo Mobile app. Choosing a Landline will allow you to receive a phone call with a security code. |
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| − | ==<span style="color:#191970">'''Reports'''</span>==
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| − | [[File:Androidreports.PNG|thumb|left|100px|'''Reports''']]
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| − | 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.
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| − | <center>'''<u>Report Options</u>'''</center>
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| − | *'''Tender Types Filter:''' ACH, Cash, Check, Credit, Gift/Loyalty. You may also filter your credit card search by card type.
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| − | *'''Detail Level:''' ''Short'' will display the transactions that make up the total; ''Full'' includes the timestamp of each transaction.
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| − | *'''Clerk# Filter:''' View totals run by a specific user by entering the user's clerk #.
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| | + | [[File:Duo Setup Part 3.PNG|thumb|right|200px]] |
| | + | If you choose Mobile Phone or Landline you will be asked to confirm your Phone Number. Enter it in the field provided and then check off the box to confirm the information is correct. Press Continue when you are ready. |
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| − | ==<span style="color:#191970">'''Logs'''</span>==
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| − | [[File:Androidcurrentdaylogs.PNG|thumb|right|180px|'''Current Day Logs''' (select a trans)]]
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| − | [[File:Androidlogoptions.PNG|thumb|right|180px|'''Transaction View''' (click Menu button to void or print trans)]]
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| − | 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)''
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| − | <center><u>'''Current Day Logs'''</u></center>
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| − | Displays approved transactions run within the current day. Click a transaction to view the transaction details.
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| − | *Void - While viewing a transaction's details, click the Menu button for the option to void.
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| − | *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.
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| − | <center><u>'''Archives'''</u></center>
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| − | 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.
| + | [[File:Duo Setup Part 4.PNG|thumb|right|200px]] |
| | + | Select the type of Smart Phone you are setting up or choose Other. Other will only allow you to receive a Security Code through a phone call or text message. |
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| − | <center><u>'''Offline Transactions'''</u></center>
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| − | 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.
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| − | *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.
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| − | *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.
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| − | <center><u>'''Failed Offline Transactions'''</u></center>
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| − | 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'.
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| − | <center><u>'''Auth Only Logs'''</u></center>
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| − | 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.
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| − | *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.
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| − | *Capture Transaction or Delete Transaction - While viewing the transaction details, click the Menu button for options to Capture Transaction or Delete Transaction.
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| − | ==<span style="color:#191970">'''Config'''</span>==
| + | [[File:Duo Setup Part 5.PNG|thumb|right|200px]] |
| − | 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 <u>'''Setup'''</u>], [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'''].
| + | [[File:Screenshot_20170131-165912.png|thumb|left|200px]] |
| − | <gallery widths=150px heights=200px perrow=5>
| + | If you have selected a Smart Phone you will be asked to install the Duo Mobile application. |
| − | File:Androidfeatureoptions1.png| <center>[http://kb.chargeanywhere.com/index.php/Android_Feature_Options '''Feature Options''']</center> | + | The application can be found by launching your app store and searching for Duo Mobile. Once you have the application installed on your Mobile device click on I have Duo Mobile Installed |
| − | File:Androidsetup.PNG|<center>[http://kb.chargeanywhere.com/index.php/Android_Setup <u>'''Setup'''</u>]</center>
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| − | File:Androidsecurity.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Security '''Security''']</center>
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| − | File:Androidsupport.PNG| <center>[http://kb.chargeanywhere.com/index.php/Android_Support '''Support''']</center>
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| − | File:Androidmaintenance.PNG|<center>[http://kb.chargeanywhere.com/index.php/Android_Maintenance '''Maintenance''']</center>
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| − | </gallery>
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| − | <center>''*Click the link below an image for more info on the menu options''</center>
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| − | =='''Demos & FAQ'''==
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| − | <center>'''Demos and Resources'''</center>
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| − | [http://www.chargeanywhere.com/DemoMobilePayment/index.html '''Demos'''] - Click link to view demo videos
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| − | <center>'''Frequently Asked Questions'''</center>
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| − | '''Q: Is QuickSale™ for Android PCI compliant?'''
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| − | '''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.
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| − | '''Q: Can CHARGE Anywhere work with my processor?'''
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| − | '''A:''' Yes. QuickSale™ for Android can work with any major processor in the US and Canada. Here is a list of processors that are compatible.
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| − | <div align="center">[[File:Certified Processors.png|640px|]]</div>
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| | + | [[File:Duo Setup Part 6.PNG|thumb|right|200px]] |
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| − | '''Q: What are the costs associated with QuickSale™ for Android?'''
| + | Launch the Duo Mobile app on your phone and press the Add Account button. Scan the QR code with your Mobile Device's camera. When the code is scanned correctly you will see a green check mark on the screen. Press Continue to complete the account setup. |
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| − | '''A:''' All fees are designated by your merchant service provider. Please contact your merchant service provider for a price quote.
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| − | '''Q: Do I have to turn off my old payment processing software before using QuickSale™ for Android?'''
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| − | '''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.
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| − | '''Q: How do I batch my transactions?'''
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| − | '''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.
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| − | '''Q: How do I change my automated batch time?''' | + | =='''Logging in using Duo Security'''== |
| | + | [[File:Duo Setup Part 7a.PNG|thumb|right|200px]] |
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| − | '''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.
| + | Once the Duo account setup is completed you will see the following screen anytime you attempt to login to your Transaction Manager account. The options may vary depending on the type of device you have configured. Duo Push will send a push notification to the app on your Mobile Device. Passcode will send you a text message with a security code to enter or for Smartphones, launch the Duo App and press the key icon to get your code. Call will allow you to get a security code to enter from a phone call. Once you enter the provided code you will be logged into the site. |
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| − | '''Q: What peripherals can I use with QuickSale™ for Android? (card readers and printers)'''
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| − | '''A:''' For a complete list of peripherals, see [[Peripheral Help]].
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| − | '''Q: Are my transactions accessible online?'''
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| − | '''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.
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| − | '''Q: What kind of customer support does QuickSale™ for Android offer?'''
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| − | '''A:''' CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.
| + | [[File:Screenshot_20170131-172757.png|thumb|left|200px]] |
| | + | If you choose the Duo Push option you will receive a message in your push notifications advising you of the login attempt. It will list that the login attempt is for Charge Anywhere LLC, along with the username, location, and IP Address of the login attempt. You can choose to approve or deny the login attempt. Once you click Approve you will be asked to confirm, click confirm to complete the login. |
Overview
Two-factor Authentication is a great way to prevent unauthorized usage of your CHARGE Anywhere® account. It will allow you to use an additional step to verify your identity when you log into the site, either by entering an emailed security code with each login, or by using a Mobile Phone, Smart Phone, Tablet, or Landline Phone through Duo Security. Duo Security is an additional service
Getting Started - One Time Password
Navigate to https://www.chargeanywhere.com/TransactionManager/Login.aspx and enter the Username and Password provided in your activation emails.
When you enter your Username and Password you will get a security code emailed to you. Enter the code in the space provided to complete the login
Getting Started - Duo Security
Navigate to https://www.chargeanywhere.com/TransactionManager/Login.aspx and enter the Username and Password provided in your activation emails.
If you have Duo Security enabled as your Two Factor Authentication you will see this screen. Click on Start setup
Adding CHARGE Anywhere® to your Duo Account
You will need to register the type of device you want to use for Two-factor Authentication. Mobile Phone will allow you to receive
a security code through a text message, or use the Duo Mobile app to authenticate your login. Choosing a Tablet will allow you to use the Duo Mobile app. Choosing a Landline will allow you to receive a phone call with a security code.
If you choose Mobile Phone or Landline you will be asked to confirm your Phone Number. Enter it in the field provided and then check off the box to confirm the information is correct. Press Continue when you are ready.
Select the type of Smart Phone you are setting up or choose Other. Other will only allow you to receive a Security Code through a phone call or text message.
If you have selected a Smart Phone you will be asked to install the Duo Mobile application.
The application can be found by launching your app store and searching for Duo Mobile. Once you have the application installed on your Mobile device click on I have Duo Mobile Installed
Launch the Duo Mobile app on your phone and press the Add Account button. Scan the QR code with your Mobile Device's camera. When the code is scanned correctly you will see a green check mark on the screen. Press Continue to complete the account setup.
Logging in using Duo Security
Once the Duo account setup is completed you will see the following screen anytime you attempt to login to your Transaction Manager account. The options may vary depending on the type of device you have configured. Duo Push will send a push notification to the app on your Mobile Device. Passcode will send you a text message with a security code to enter or for Smartphones, launch the Duo App and press the key icon to get your code. Call will allow you to get a security code to enter from a phone call. Once you enter the provided code you will be logged into the site.
If you choose the Duo Push option you will receive a message in your push notifications advising you of the login attempt. It will list that the login attempt is for Charge Anywhere LLC, along with the username, location, and IP Address of the login attempt. You can choose to approve or deny the login attempt. Once you click Approve you will be asked to confirm, click confirm to complete the login.
