Difference between revisions of "QuickSale™ for Windows®"

Latest revision as of 10:54, 6 April 2018

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

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

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, 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, 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, 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, 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, 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

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 right clicking the CHARGE Anywhere icon in the notification section of your taskbar.

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 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

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

To reprint a receipt:

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

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

Customer Database

To add customers automatically:

1. "Always save customer" or "Prompt to save customer" must be selected for New Customer Action in the 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. 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.

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

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 icon in the notification section of your taskbarto 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

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. 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.

**Permissions Templates**
	Sale	AuthOnly	Void	Return	Force	Setup	Add Cust	Del Cust	Reports	Rotate Key	User Management	Unreg.
Standard Clerk	✓	X	X	X	X	X	X	X	X	X	X	X
Manager	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓	✓

Setup

Account Information

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.

Print Options

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.

Synchronization Options

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

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

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

Quicksale for Windows application updates

Demos

Demos

Quick Sale for Windows Video Demos

Error Handling / FAQs

Error Handling

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

FAQs

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.

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

@@ Line 3: / Line 3: @@
 |}
-<center>'''Welcome to the CHARGE Anywhere® QuickSale™ for Windows® Help Desk!'''</center>
+<center>'''Welcome to the CHARGE Anywhere<sup>®</sup> QuickSale™ for Windows<sup>®</sup> Knowledge Base!'''</center>
 <center>Navigate through this page to discover everything you need to know about QuickSale™ for Windows®.</center>
-<div align="center">[[File:CAFWicon4.PNG|600px]]</div>
+<div align="center">[[File:Quicksalew.png|380px|link=QuickSale™ for Windows®]]</div>
 =='''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.
+'''CHARGE Anywhere<sup>®</sup> QuickSale™ for Windows<sup>®</sup>''' 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 XP (minimum); Microsoft .Net Framework 2.0 (minimum)
+'''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'''==
-'''[[CAFW Installation]]''' - The step by step guide for installation
+'''[[QSW Installation]]''' - Screen by screen instructions for installation
+'''[[QSW Setup Wizard]]''' - Screen by screen instructions for the Setup Wizard
-'''[[CAFW Setup Wizard]]''' - The step by step guide of 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
-'''[[Transaction Responses]]''' - A list of popular transaction responses
+'''[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.
-'''Demos & Tutorials'''
+'''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.
-== '''CAFW Index''' ==
+*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.
-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>[http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere for Windows icon in the notification section of your taskbar]</u>.
-[[File:CAFWquicksale.png|thumb|upright|700x400px|QuickSale screenshot]]
+'''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.
+<font size=2>
+==<span style="color:#191970">'''Transaction Responses'''</span>==
+<div align="left">'''Click here for a list of <U>[[Transaction Responses]]</U>'''
+== '''QuickSale™ for Windows<sup>®</sup> 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 <u>[http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png right clicking the CHARGE Anywhere icon in the notification section of your taskbar]</u>.
 ===<span style="color:#191970">QuickSale</span>===
+----
+[[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)''.
@@ Line 41: / Line 79: @@
-'''[[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 (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.
-'''[[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]]
+----
+[[File:CAFWprintreceipts.png|thumb|left|400x240px|Print Credit Card Receipts]]
-You can reprint the receipt of any transaction processed with CHARGE Anywhere for Windows.
+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 for Windows icon in the notification section of your taskbar]to view the CAFW menu. Select Print Credit Card Receipts.
+:'''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.
@@ Line 66: / Line 109: @@
-===<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.
+===<div align="left"><span style="color:#191970">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 for Windows icon in the notification section of your taskbar]to view the CAFW menu. Select Print Credit Card Receipts.
+:'''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.
@@ Line 85: / Line 135: @@
-===<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.
+===<span style="color:#191970">Customer Database</span>===
+----
+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 <u>New Customer Action</u> in the [http://kb.chargeanywhere.com/index.php/QuickSale%E2%84%A2_for_Windows%C2%AE#Setup Synchronization section of the Setup Menu].
-'''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.''
+:'''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.
+===<span style="color:#191970">[https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager]</span>===
+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.''
 ===<span style="color:#191970">Change Password</span>===
-[[File:CAFWchangepassword.png|thumb|upright|400x240px]]
+----
+[[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.
@@ Line 103: / Line 169: @@
 '''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.
+:'''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.
@@ Line 112: / Line 178: @@
 * Password must have both upper and lower case letters
+===<span style="color:#191970">User Management</span>===
+----
+[[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.)''
-===<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.
+:'''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.
@@ Line 132: / Line 197: @@
 <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)''
+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"
@@ Line 138: / Line 203: @@
 ! scope="col" |
 ! scope="col" | Sale
-! scope="col" | Auth Only
+! 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" | Add User
+! scope="col" | Rotate Key
-! scope="col" | Edit User
+! scope="col" | User Management
-! scope="col" | Delete User
+! scope-"col" | Unreg.
-! 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>||
+| <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>||
+| <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>
-|-
-! 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>===
+----
+'''Account Information'''
+[[File:CAFWaccountinfo.png|thumb|left|400x240px|Setup - Account Information]]
-===<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.
+<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 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.
-<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.
+<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\QuickSale 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]]
+----
+[[File:CAFWprintoptions.png|thumb|left|400x240px|Setup - Print Options]]
 <u>Credit Card Receipt Header:</u> Enter your company information as you would like it to appear on your receipt.
@@ Line 189: / Line 255: @@
 <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>Peripheral Devices:</u> Configure compatible swipers, chip readers, and pinpads to work in conjunction with QuickSale 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.
@@ Line 195: / Line 261: @@
 <center><span style="color:#2F4F4F">'''Synchronization Options'''</span></center>
-[[File:CAFWsyncoptions.png|thumb|upright|400x240px]]
+[[File:CAFWsyncoptions.png|thumb|upright|400x240px|Setup - Sync Options]]
 <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.
@@ Line 205: / Line 271: @@
 <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>Number of days to allow returns:</u> This feature limits which sales can be returned through QuickSale 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>Tax Rate:</u> 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.
 <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 Encryption Key / Rotate Data Key</span>===
+''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.
-===<span style="color:#191970">Rotate Key</span>===
+===<span style="color:#191970">Help</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.
+''Help'' brings you to our Knowledge Base website
-===<span style="color:#191970">Help Guide</span>===
+===<span style="color:#191970">[http://kb.chargeanywhere.com/index.php/CAFW_Setup_Wizard Setup Wizard]</span>===
-By clicking ''Help Guide'' within CHARGE Anywhere for Windows, a browser page will open to this site.
+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.
-===<span style="color:#191970">[http://kb.chargeanywhere.com/index.php/CAFW_Setup_Wizard Setup Wizard]</span>===
+===<span style="color:#191970">Refresh Services</span>===
+''Refresh Services'' updates the app with any processor or account changes on the gateway.
+===<span style="color:#191970">Device Update</span>===
+[[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.
+<u>Perform RKI</u> 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.
+<u>Config Update</u> will allow you to download the latest Miura Configuration file.
+===<span style="color:#191970">Language</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.
+Allows you to switch between English and Spanish translation
 ===<span style="color:#191970">About</span>===
-This will display the version of your CHARGE Anywhere for Windows software.
+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.
-'''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.
+=='''Product Updates'''==
-*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>===
+[http://kb.chargeanywhere.com/index.php/QSW_Product_Updates '''Quicksale for Windows application updates''']
-''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>===
+=='''Demos'''==
-''Click to shut down CHARGE Anywhere for Windows.''
-=='''FAQ'''==
+<center>'''Demos'''</center>
-'''Q: Is CHARGE Anywhere for Windows PCI compliant.'''
+*[http://www.chargeanywhere.com/demowindows/index.html '''Quick Sale for Windows Video Demos''']
-'''A:''' All of the CHARGE Anywhere software is PCI compliant. Payment data is securely transmitted and/or stored in an encrypted manner.
+=='''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)<sup>†</sup> || 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*
+|-
+|}
-'''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.
+'''* Processor is certified for EMV transactions'''
-http://www.chargeanywhere.com/Site/Solutions/IndustryPartnerandCertifications.htm
+'''† Processor undergoing certification for EMV transactions'''
-'''Q: What are the costs associated with CHARGE Anywhere for Windows?'''
+'''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 CHARGE Anywhere for Windows?'''
+'''Q: Do I have to turn off my old payment processing software before using QuickSale 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.
+'''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 should be able to answer that.
+'''A:''' The provider of your accounting or POS software will be able to assist in turning off merchant services within your current software application.
@@ Line 280: / Line 404: @@
-'''Q: What peripherals can I use with CHARGE Anywhere for Windows? (card readers, pinpads, signature capture devices)'''
+'''Q: What peripherals can I use with QuickSale for Windows? (card readers and pinpads)'''
-'''A:''' For a complete list of peripherals and configurations guides, see [[Peripheral Help]].
+'''A:''' For a complete list of peripherals, 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.
+'''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 CHARGE Anywhere for Windows offer?'''
+'''Q: What kind of customer support does QuickSale 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.
+'''A:''' CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.

Difference between revisions of "QuickSale™ for Windows®"

Latest revision as of 10:54, 6 April 2018

Contents

Overview

Getting Started

Processing Transactions

Transaction Responses

QuickSale™ for Windows® Menu Options

QuickSale

Print Credit Card Receipts

Reports

Customer Database

Transaction Manager

Change Password

User Management

Setup

Rotate Key Encryption Key / Rotate Data Key

Help

Setup Wizard

Refresh Services

Device Update

Language

About

Product Updates

Demos

Error Handling / FAQs

QuickSale™ for Windows^® Menu Options