Difference between revisions of "Apple iOS"

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<center>'''Welcome to the CHARGE Anywhere® Mobile Payment App Knowledge Base!'''</center>
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<center>'''Welcome to the QuickSale™ for Apple® iOS Knowledge Base!'''</center>
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<center>The Mobile Payment App is available for [[Android]], [[BlackBerry]], [[Apple iOS]], [[J2ME]], and [[Windows Mobile]]. </center>
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<center>''Navigate through this page to discover everything you need to know about the app.''</center>
  
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<div align="center">[[File:IOShome.PNG|280px]]</div>
 
  
 +
<div align="center">[[File:Quicksaleios.png|540px|]]</div>
  
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==Overview==
 
  
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==Getting Started==
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<font size=3>
 +
[https://www.youtube.com/watch?v=spZPnTTb8qM&feature=youtu.be <b>'''Quicksale video'''</b>]
 +
</font>
  
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'''1. Download the CHARGE Anywhere Payment App from the Apple App Store.'''
+
=='''Overview'''==
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*Go to the App Store from your phone/tablet and search for CHARGE Anywhere.  
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'''CHARGE Anywhere®'s QuickSale™ 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.
  
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'''2. Enter the Software License Key and Phone Number provided in your CHARGE Anywhere Welcome Email or Text Message.'''
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'''System Requirements:''' Apple iOS 9.0 or higher; Internet Connectivity is required to transmit transaction data.
  
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'''3. Create a password and sign in with the default username, Owner'''
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'''Supported Peripherals:''' See [[Peripheral Help]]
  
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'''4. To configure a peripheral card reader and/or printer, 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#)
  
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==Menu Options==
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'''Add On Features:''' Bill Presentment; Recurring Database
  
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===<span style="color:#191970"><center>Swipe Card for QuickSale</center></span>===
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'''Also available for:''' [[Android]]
  
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[[File:IOShome.PNG|thumb|upright|400px|iOS Home Screen]]
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''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.''
  
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If you have a peripheral card reader configured in our app, a QuickSale (Credit Sale) can quickly be initiated from the main screen by swiping a credit card. For help setting up a peripheral card reader, see [[Peripheral Help]].
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=='''Getting Started'''==
 +
[[File:Apple iOS.jpg|thumb|right|120px]]
  
 +
'''1. Download the QuickSale™ App from the Apple App Store.'''
 +
*Go to the App Store from your phone/tablet and search for CHARGE Anywhere. If you are using an iPad please set your search filter to iPhone only apps
 +
*Current Release version 2.1.0.35
  
−
----
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'''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.
  
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===<span style="color:#191970"><center>Transactions</center></span>===
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'''3. Create an Admin password, security question and security answer.'''
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{| class="wikitable"
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|-
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<u>'''Password Policy:'''</u>
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! Tender Type
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* Password has to be at least 8 alphanumerics
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! Description & Instructions
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* Password must have digits
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|- style="color: black; background-color: #F0FFFF;"
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* Password must have both upper and lower case letters
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| <center>'''Cash'''</center>
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* Cannot use the same letter or number more than twice
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| You can record your cash sales and refunds within the mobile payment app. The transaction details are accessible within your Transaction Logs for 4 days. If you are signed up for the cash services with CHARGE Anywhere, the transactions are accessible for 48 months via the online Transaction Manager.
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* Cannot contain a sequence greater than two (abc 123)
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|-style="color: black; background-color: #F8F8FF;"
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* Cannot reuse any of the last four passwords
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| <center>'''Check'''</center>
 
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| You can record your check sales within the mobile payment app. The transaction details are accessible within your Transaction Logs for 4 days. If you are signed up for the cash services with CHARGE Anywhere, the transactions are accessible for 48 months via the online Transaction Manager. (Only ACH/eCheck transactions will initiate transferral of funds, therefore Check transactions will be listed under the Cash tab in Transaction Manager.)
 
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|- style="color: black; background-color: #F0FFFF;"
 
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| <center>'''Credit'''</center>
 
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| You can process both swiped and keyed transactions within the mobile payment app. (To swipe transactions, a compatible card reader will be need to be configured. See [[Peripheral Help]]
 
  
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*'''Sale''' - You can swipe a card to have the card information populate in the Sale screen or manually key the card information. Enter the transaction amount and press Send. The transaction will process within 3-5 seconds and display or print the transaction response. All approved sales are automatically batched by CHARGE Anywhere at the end of the business day and sent to your processor for funding. ''(Tip: A swiped Credit Sale can easily be initiated by swiping on the main screen of the app)''
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'''4. Sign in with the username, Admin, and the password you created.'''
  
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*'''Auth Only''' - An auth only transaction will only 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. You can swipe a card to have the card information populate in the Auth Only screen or manually key the card information. The transaction will process within 3-5 seconds and display or print the transaction response. If approved, the approval code will be needed to perform a manual Force (capture). "Auth Only" transactions are stored within the ''Logs'' of the app for an easy Force. (See instructions for ''Force'' below)
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'''5. To configure a peripheral card reader and/or printer, see [[Peripheral Help]]'''.
  
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*'''Force (Capture)''' - A force will claim a pending authorization from a previously processed ''Auth Only'' or Voice Authorized transaction. You will need the approval code issued during that transaction in order to manually force. Swipe a card to have the card information populate in the Force screen or manually key the card information and input the associated approval code. The transaction will process within 3-5 seconds and display or print the transaction response. ''(Tip: If the previous Auth Only was run from the mobile app, it can be easily forced via Logs > Auth Only Transactions.)''
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'''6. [http://kb.chargeanywhere.com/img_auth.php/3/33/QuickSale_for_Mobile_Client_Implementation_Guide.pdf Client Implementation Guide]''' - Get information on using the application to maintain PA-DSS compliance
  
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*'''Return''' - A return will initiate a credit to a customer's credit card. You can swipe a card to have the card information populate in the Sale screen or manually key the card information. Enter the transaction amount and press Send. The transaction will process within 3-5 seconds and display or print the transaction response.
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==<span style="color:#191970">'''Process QuickSale'''</span>==
 +
If you have a card swiper or chip 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.
 +
<gallery widths=150px heights=200px perrow=5>
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File:IOShome.PNG| '''1. Swipe or Insert Card'''
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File:IOSswipedsale.PNG| '''2. Enter amount and click Actions'''
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File:IOSsubmitsale.PNG| '''3. Click Submit'''
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File:IOSapprovedsale.PNG| '''4. The response will display and/or print'''
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File:IOSsigcap.PNG| '''5. Customer signs screen and presses Submit'''
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</gallery>
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<center> ''QuickSale Instructions'' </center>
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<font size=3>
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<center>'''*Also relevant''' - '''[[Transaction Responses]]'''</center>
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</font>
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==<span style="color:#191970">'''Transactions'''</span>==
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The Transactions menu will display a list of tender types: [http://kb.chargeanywhere.com/index.php/IOS_Cash <u>'''Cash'''</u>],  [http://kb.chargeanywhere.com/index.php/IOS_Check <u>'''Check'''</u>], [http://kb.chargeanywhere.com/index.php/IOS_Credit <u>'''Credit'''</u>], [http://kb.chargeanywhere.com/index.php/IOS_Gift/Loyalty <u>'''Gift/Loyalty'''</u>], and [http://kb.chargeanywhere.com/index.php/IOS_ACH/eCheck#Sale <u>'''ACH/eCheck'''</u>].
  
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*'''Void''' - Enter the Transaction ID you wish to 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. ''(Tip: A transaction can also be voided via Logs > Current Day Logs.)''
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<gallery widths=150px heights=200px perrow=5>
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|-style="color: black; background-color: #F8F8FF;"
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File:IOScashsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Cash <u>'''Cash'''</u>]</center>
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|<center> '''Gift/Loyalty''' </center>
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File:IOScheck.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Check <u>'''Check'''</u>]</center>
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|
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File:IOScreditsale.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Credit <u>'''Credit'''</u>]</center>
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|-style="color: black; background-color: #F0FFFF;"
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File:IOSgiftcharge.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Gift/Loyalty <u>'''Gift/Loyalty'''</u>]</center>
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|<center> '''ACH/eCheck''' </center>
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File:IOS ACH.PNG|<center>[http://kb.chargeanywhere.com/index.php/IOS_ACH/eCheck#Sale <u>'''ACH/eCheck'''</u>]</center>
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| An ACH/echeck transaction will initiate an Electronic Funds Transfer (EFT). Within the mobile payment app, you have the ability to initate an ACH Sale or Check Conversion (eCheck). Both transactions are generally the same, but Check Conversion allows you to enter a check number and take a picture of the check for digital storage. To process an ACH sale or Check Conversion transaction, enter transaction info into all applicable fields and press Submit. The transaction will process within 3-5 seconds and display or print the transaction response.
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</gallery>
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|}
 
  
 +
<center>''*Click the link below an image for more info on processing transactions''</center>
  
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----
 
  
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===<span style="color:#191970"><center>Reports</center></span>===
 
  
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Reports will provide real time totals of transactions run within your Mobile Payment App today. Click Report Options to narrow your results by transaction type, card type, report type, and Clerk #.
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==<span style="color:#191970">'''Reports'''</span>==
 +
[[File:IOSreports.PNG|thumb|left|140px|'''Reports''']]
  
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----
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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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===<span style="color:#191970"><center>Logs</center></span>===
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<center><u>'''Totals'''</u></center>
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{| class="wikitable"
 
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|-
 
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! Log Type
 
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! Description
 
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|-style="color: black; background-color: #F0FFFF;"
 
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| <center>'''Current Day Logs'''</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, press the menu button on your Android phone/tablet for the option to void.
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*'''Card Type''' - View credit card totals by card type: Visa, Mastercard, American Express, Discover, Diners Club, JCB, or Private
  
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*'''Reprint Receipt''' - While viewing a transaction's details, press the menu button on your Android phone/tablet for options to print Merchant Copy or Customer Copy. A peripheral printer must be configured in order for this option to appear.
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*'''Grand Totals''' - View totals of all tender types
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|-style="color: black; background-color: #F8F8FF;"
 
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| <center>'''Archives'''</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.
 
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|-style="color: black; background-color: #F0FFFF;"
 
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| <center>'''Offline Transactions'''</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 on your Android phone/tablet to receive an option to Send All transactions for live approval. 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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*'''Clerk #''' - View totals run by a specific user by entering the user's clerk #.
  
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*'''Void''' or '''Send Individual Transaction''' - While viewing the transaction details, click the menu button on your Android phone/tablet 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>'''Details'''</u></center>
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|-style="color: black; background-color: #F8F8FF;"
 
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| <center>'''Failed Offline Transactions'''</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 your menu button for the option to 'Resend Failed'.
 
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|-style="color: black; background-color: #F0FFFF;"
 
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| <center>'''Auth Only Transactions'''</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 on your Android phone/tablet to receive 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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*'''Full Detail''' - View totals for all tender types and the transactions that make up that total. (includes timestamp of each transaction)
−
*'''Capture Transaction''' or '''Delete Transaction''' - While viewing the transaction details, click the menu button on your Android phone/tablet for options to Capture Transaction or Delete Transaction.
 
−
|}
 
  
 +
*'''Short Detail''' - View totals for all tender types and the transactions that make up that total.
  
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----
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*'''Card Type Detail''' - View credit card totals by card type and the transactions that make up that total.
  
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===<span style="color:#191970"><center>Config</center></span>===
 
  
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====<span style="color:#191970"><u>'''Feature Options'''</u></span>====
 
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{| class="wikitable"
 
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|-
 
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! Menu Option
 
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! Description
 
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|-style="color: black; background-color: #F0FFFF;"
 
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|<center>'''Add Features/Options'''</center>
 
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|Allows you to purchase compatible hardware and unlock different services within the Mobile Payment App. Please note, to process Credit Card or ACH/eCheck transactions, a credit card processor and ACH processor is required respectively. The app will request the specifics of your processor account before a transaction can be run.
 
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|-style="color: black; background-color: #F8F8FF;"
 
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|<center>'''Get Hardware'''</center>
 
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| Allows you to purchase compatible swipers and/or printers.
 
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|-style="color: black; background-color: #F0FFFF;"
 
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|<center>'''Refresh Service'''</center>
 
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| If a merchant service provider or CHARGE Anywhere Customer Support has activated services on your behalf after you have registered your app, click Refresh Services to have the app updated with the change.
 
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|}
 
  
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====<span style="color:#191970"><u>'''Setup'''</u></span>====
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==<span style="color:#191970">'''Logs'''</span>==
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{| class="wikitable"
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[[File:IOSLogs.PNG|thumb|right|140px|'''1. Current Day Logs''' (select a trans)]]
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|-
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[[File:IOSLogDetails.PNG|thumb|right|140px|'''2. Trans Details''' (click Actions)]]
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! Menu Option
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[[File:IOSLogOptions.PNG|thumb|right|140px|'''3. Void or Print Trans''']]
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! Options/Settings
 
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|-style="color: black; background-color: #F0FFFF;"
 
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| <center>'''Optional Prompts'''</center>
 
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| '''Clerk# Prompt''' - A clerk # is used to identify which user has processed a transaction. Once a username has been assigned a clerk#, every transaction submitted by that user will include the clerk#.
 
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*<u>Clerk# Text:</u> The clerk# can be labeled as Driver#, Operator#, Employee#, Vendor#, Server ID, Bartender ID, Waiter ID
 
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*<u>Clerk#:</u> If a username was not assigned a clerk #, this field will be used as a default clerk#.
 
  
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'''Enable QuickBooks Integration''' - If enabled, either customer# or invoice# will be a required field in order to process a transaction. If you have CHARGE Anywhere® Designed for Use with QuickBooks active on your gateway account, the transactions can be imported into QuickBooks to automatically create payment records. For more detail info, see [[QB Integration]].
+
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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'''Tax Prompt''' - If enabled, the mobile payment app will apply a designated tax % to every transaction amount. If you leave the tax % blank, you will have a chance to manually enter a tax amount at the time of sale.
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<center><u>'''Current Day Logs'''</u></center>
  
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'''Tip Prompt''' - If enabled, you will have the option to include a tip amount when processing a transaction.  
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Displays approved transactions run within the current day. Click a transaction to view the transaction details.
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*<u>Tip Mode:</u> ''Prompt Amount'' allows you to manually enter a dollar amount; ''Prompt Percent'' will allow you to manually enter a % of the transaction amount; ''Pick %'' allows you to choose from a list of tip % during the time of transaction; ''Auto Apply %'' will automatically add a designated %.
 
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*<u>Tip Receipt:</u> Prints a reciept with the amount of the transaction so that the customer may include tip amount on the receipt. You may then enter the tip amount so that the grand total may be authorized.
 
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|-style="color: black; background-color: #F8F8FF;"
 
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|<center>'''Transaction Settings'''</center>
 
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|'''Enable Signature''' - Prompts for the customer's signature after an approved credit card transaction.
 
  
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'''Retry Attempts''' - Will try to resubmit a transaction if there was no response from server.
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*Void - While viewing a transaction's details, click the Actions button for the option to void. A void can be performed the same day as the initial sale as long as the batch is currently open '''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.
  
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'''No Response Action''' - If a submitted transaction receives no response from server, you may choose to have that the app "Ask to Store Offline" or "Auto Store Offline".
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*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.
  
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'''Enable Offline''' - If enabled, all transactions entered will not be submitted for authorization, but will be stored securely within your phone. When offline mode is disabled, you may submit those transactions for authorization from the ''Offline Transactions Logs''. '''WARNING:''' The merchant assumes all risk for any transaction that are declined and/or rejected for any reason when submitted for approval.
 
  
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'''Default Amount''' - Any amount entered here will automatically display as the transaction amount when beginning a transaction.
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<center><u>'''Archives'''</u></center>
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*<u>Quantity Prompt</u> - If you choose a default amount, the quantity prompt can be used as a multiplier.
 
  
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'''Purchase Cards Enabled''' - Allows you to accept Level 2 cards. A Level 2 card is government or business issued credit card. The customer will need to provide a purchase code.
+
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.
  
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'''Externals Enabled''' -
+
<center><u>'''Offline Transactions'''</u></center>
  
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'''Swipe Option:''' Determines what track is read when a credit card is swiped.
+
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.
  
−
'''Show Subtotal:''' Displays the subtotal of transaction amount and tax amount.
+
*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.
−
|-style="color: black; background-color: #F0FFFF;"
 
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|<center>'''Peripheral Devices'''</center>
 
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|'''Used to pair compatible printers and swipers with the app. For additional info, see [[Peripheral Help]].'''
 
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|-style="color: black; background-color: #F8F8FF;"
 
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|<center>'''Receipt Options'''</center>
 
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|'''View/Edit Header''' - Displays at the top of a receipt.
 
  
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'''View/Edit Footer''' - Displays at the bottom of a receipt.
+
*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.
  
−
'''Print Options''' - Pick whether "Customer Copy", "Merchant Copy", both or no receipt should be automatically printed upon an approved and/or declined transaction.
 
  
−
'''Email Options''' - Sets the behaviour of emailed receipts.
+
<center><u>'''Failed Offline Transactions'''</u></center>
−
*<u>Email Customer Receipt:</u> If enabled, a prompt for the customer's email address will appear after an approved transaction.
 
−
*<u>Default From Email:</u> The email address that the customer will see when the reciept is emailed.
 
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*<u>Default Subject Text:</u> The subject of the receipt email.
 
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*<u>Email Method:</u> The receipt email can be sent via your phone/tablet or a CHARGE Anywhere server.
 
−
|-style="color: black; background-color: #F0FFFF;"
 
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|<center>'''Advanced'''</center>
 
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|'''Network Settings''' - The app will always be in Production. This cannot be changed.
 
  
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'''Application Mode''' - The app can be placed in a Demo Mode, Testing Mode, or Debug Mode. Transactions will not be be submitted for authorization when utilizing one of these modes. '''WARNING:''' CHARGE Anywhere highly discourages changing the application mode.
+
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'.
  
−
'''Config Tender Types''' - Controls the display of Transaction's tender type.
 
  
−
'''GPS''' - If enabled, the GPS location of the transaction's origin will be digitally stored.
+
<center><u>'''Auth Only Logs'''</u></center>
  
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'''Processor Info''' - Allows you to change the specifications of your processor info.
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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.
−
|}
 
  
−
====<span style="color:#191970"><u>'''Security'''</u></span>====
+
*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.
−
{| class="wikitable"
+
*Capture Transaction or Delete Transaction - While viewing the transaction details,  click Actions for options to Capture Transaction or Delete Transaction.
−
|-
 
−
! Menu Option
 
−
! Options/Settings
 
−
|-style="color: black; background-color: #F0FFFF;"
 
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|<center>'''Fraud Control'''</center>
 
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|'''Enter Last 4 Digits''' - Requires the last 4 digits to be manually entered by the clerk when a credit card is swiped. (This essentially forces the clerk to view all credit cards)
 
  
−
'''Name/Card#''' - Choose whether you would like the credit card information shown on the screen, hidden, or truncated when a credit card is swiped.
+
==<span style="color:#191970">'''Config'''</span>==
 +
Config will display a list of menu options: [http://kb.chargeanywhere.com/index.php/IOS_Feature_Options '''Feature Options'''], [http://kb.chargeanywhere.com/index.php/IOS_Setup <u>'''Setup'''</u>], [http://kb.chargeanywhere.com/index.php/IOS_Security#Fraud_Control '''Security'''], [http://kb.chargeanywhere.com/index.php/IOS_Support#Supported_Processors '''Support'''], and [http://kb.chargeanywhere.com/index.php/IOS_Maintenance '''Maintenance'''].
 +
<gallery widths=150px heights=200px perrow=5>
 +
File:IOSfeatureoptions.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Feature_Options '''Feature Options''']</center>
 +
File:IOSsetup.PNG|<center>[http://kb.chargeanywhere.com/index.php/IOS_Setup <u>'''Setup'''</u>]</center>
 +
File:IOSsecurity.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Security#Fraud_Control '''Security''']</center>
 +
File:IOSsupport.PNG| <center>[http://kb.chargeanywhere.com/index.php/IOS_Support#Supported_Processors '''Support''']</center>
 +
File:IOSmaintenance.PNG|<center>[http://kb.chargeanywhere.com/index.php/IOS_Maintenance '''Maintenance''']</center>
 +
</gallery>
 +
<center>''*Click the link below an image for more info on the menu options''</center>
  
−
'''Card Present''' - You may have the app always ask if the card is present, ask during keyed transactions, or not ask. (Card Present may qualify you for a better rate with your processor, but should only be selected if the card is physically in front of you at the time of the transaction)
+
=='''Product Updates'''==
  
−
'''AVS''' (Address Verification System) - You may have the app always ask for the billing address and zip code of the credit card, ask during keyed transactions, ask if card not present, or not ask.
+
[http://kb.chargeanywhere.com/index.php/IOS_Product_Updates '''Quicksale for Apple iOS application updates''']
  
−
'''CVV''' (Card Verification Value) - You may have the app ask for the CVV during keyed transactions, ask if card not present, or not ask.
+
=='''FAQ'''==
−
|-style="color: black; background-color: #F8F8FF;"
 
−
|<center>'''User Management'''</center>
 
−
|'''Add User''' - Creates a new username
 
−
#Create a username.
 
−
#Create a password and confirm.  ''(Password Policy below)''
 
−
#Assign a Clerk # and edit permissions. (optional)
 
−
#Click Save.
 
  
−
'''Edit User''' - Change the password, clerk#, and/or permissions of an existing username.
+
<center>'''Frequently Asked Questions'''</center>
  
−
'''Delete User''' - Removes access of a specific username.
 
  
−
<u>'''Password Policy:'''</u>
+
'''Q: Is QuickSale™ Apple iOS PCI compliant?'''
−
* Password has to be at least 8 alphanumerics
 
−
* Password must have digits
 
−
* Password must have both upper and lower case letters
 
−
* Username cannot be a part of the password.
 
−
|-style="color: black; background-color: #F0FFFF;"
 
−
|<center>'''Halo'''</center>
 
−
|'''Sets a limit on the total Sales and Returns allowed within a day.'''
 
−
|}
 
  
−
====<span style="color:#191970"><u>'''Support'''</u></span>====
+
'''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.
  
−
{| class="wikitable"
 
−
|-
 
−
! Menu Option
 
−
! Description
 
−
|-style="color: black; background-color: #F0FFFF;"
 
−
|<center>'''Supported Processors'''</center>
 
−
| Displays a list of processors that can be used with the Mobile Payment App.
 
−
|-style="color: black; background-color: #F8F8FF;"
 
−
|<center>'''Help Desk Info'''</center>
 
−
|You may store your Customer Support contacts.
 
−
|-style="color: black; background-color: #F0FFFF;"
 
−
|<center>'''Card Type Info'''</center>
 
−
|Visa/MasterCard: (800)-944-1111
 
  
−
American Express: (800)-528-2121
+
'''Q: Can CHARGE Anywhere work with my processor?'''
  
−
Discover: (800)-347-1111
+
'''A:''' Yes. CHARGE Anywhere for Apple iOS can work with any major processor in the US and Canada. Here is a list of processors that are compatible.
  
−
Diners Club: (800)-525-9040
 
−
|-style="color: black; background-color: #F8F8FF;"
 
−
|<center>'''FAQ'''</center>
 
−
|Frequently Asked Questions & Answers
 
−
|-style="color: black; background-color: #F0FFFF;"
 
−
|<center>'''Send Log'''</center>
 
−
|Sends error logs to CHARGE Anywhere Customer Support.
 
−
|-style="color: black; background-color: #F8F8FF;"
 
−
|<center>'''About'''</center>
 
−
|Displays the Mobile Payment App's version #, your customer ID, SDK #, and your phone model.
 
  
−
'''Current Version: 2.0.0.21'''
 
−
|}
 
  
−
====<span style="color:#191970"><u>'''Maintenance'''</u></span>====
+
{| class="wikitable" border="3" style="text-align:center; font-style:regular;"
  
−
{| class="wikitable"
 
 
|-
 
|-
−
! Menu Option
+
! scope="row" | Chase Payments*|| Elavon (Nova)<sup>†</sup>||Euro 6000|| Euronet|| Evertec|| FDMS Atlanta|| FDMS Omaha|| FDMS Nashvillle|| FDMS Nashvillle CAN|| FDMS Rapid Connect*
−
! Description
+
|-
−
|-style="color: black; background-color: #F0FFFF;"
+
! scope="row" | FDMS South LAC|| FDMS South Mexico||FDMS South US|| Global Payments|| Heartland|| JetPay|| Merchant eSolutions|| Moneris (Canada)|| Moneris (USA)|| NIBSS
−
|<center>'''Rotate Keys'''</center>
+
|-
−
| Changes the encryption key for security. It is recommended to rotate keys annually.
+
! scope="row" | Nucleus|| Paypal||Redeban|| TPS/EVO|| TSYS (Vital)*|| VISA ACP|| Cross Check|| First ACH|| Global eTelecom|| TeleDraft
−
|-style="color: black; background-color: #F8F8FF;"
+
|-
−
|<center>'''Rotate Logs'''</center>
+
! scope="row" | Transmodus
−
| Transfers your current day log to Archive 1, Archive 1 to Archive 2, and so on. (This process takes place automatically at the start of a new day.)
 
−
|-style="color: black; background-color: #F0FFFF;"
 
−
|<center>'''Unregister'''</center>
 
−
| Unregisters your software license key. (Recommended before transferring app to another phone/tablet)
 
−
|-style="color: black; background-color: #F8F8FF;"
 
−
|<center>'''Review Trace'''</center>
 
−
| Shows the maintenance logs for the app.
 
−
|-style="color: black; background-color: #F0FFFF;"
 
−
|<center>'''Review Login Trace'''</center>
 
−
| Shows the maintenance logs for the currently signed in user.
 
−
|-style="color: black; background-color: #F8F8FF;"
 
−
|<center>'''View GPS Data'''</center>
 
−
| Displays your current GPS location.
 
−
|-style="color: black; background-color: #F0FFFF;"
 
−
|<center>'''Pending Uploads'''</center>
 
−
| Cash and Check transactions are not submitted to the gateway at the exact time of the transaction, but is periodically sent to the gateway. Pending uploads displays all cash and check transactions that have not been sent to the gateway yet.
 
 
|}
 
|}
  
−
==FAQ==
+
'''* Processor is certified for EMV transactions'''
 +
 
 +
'''† Processor undergoing certification for EMV transactions'''
 +
 
 +
 
 +
'''Q: What are the costs associated with QuickSale™ for Apple iOS?'''
 +
 
 +
'''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 Apple iOS?'''
 +
 
 +
'''A:''' No, QuickSale™ for Apple iOS 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 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 Apple iOS? (card readers and printers)'''
 +
 
 +
'''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 [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 QuickSale™ for Apple iOS offer?'''
 +
 
 +
'''A:''' CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.
 +
 
 +
=='''Common Error Handling'''==
 +
 
 +
[http://kb.chargeanywhere.com/index.php/Downloading_QuickSale_on_an_iPad Downloading QuickSale on an iPad]
 +
 
 +
[http://kb.chargeanywhere.com/index.php/Unimag_Reader_Doesn't_Read_Swipe Unimag Audio Jack Reader Doesn't Read Swipe]
 +
 
 +
[http://kb.chargeanywhere.com/index.php/Locating_Bluetooth_Pin Locating Bluetooth Pin]
 +
 
 +
[http://kb.chargeanywhere.com/index.php/Invalid_Login_iOS Invalid Login]
 +
 
 +
[http://kb.chargeanywhere.com/index.php/Pin_data_unavailable Pin data unavailable]
 +
 
 +
[http://kb.chargeanywhere.com/index.php/Update_Configuration_File_ios Update Configuration File]
 +
 
 +
[http://kb.chargeanywhere.com/index.php/CVV2_Mismatch_ios CVV2 Mismatch]

Latest revision as of 09:47, 17 July 2019

Welcome to the QuickSale™ for Apple® iOS Knowledge Base!
Navigate through this page to discover everything you need to know about the app.


Quicksaleios.png


Quicksale video

Overview

CHARGE Anywhere®'s QuickSale™ 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: Apple iOS 9.0 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

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

Apple iOS.jpg

1. Download the QuickSale™ App from the Apple App Store.

  • Go to the App Store from your phone/tablet and search for CHARGE Anywhere. If you are using an iPad please set your search filter to iPhone only apps
  • Current Release version 2.1.0.35

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 an Admin password, security question and security answer.

Password Policy:

  • Password has to be at least 8 alphanumerics
  • Password must have digits
  • Password must have both upper and lower case letters
  • Cannot use the same letter or number more than twice
  • Cannot contain a sequence greater than two (abc 123)
  • Cannot reuse any of the last four passwords

4. Sign in with the username, Admin, and the password you created.

5. To configure a peripheral card reader and/or printer, see Peripheral Help.

6. Client Implementation Guide - Get information on using the application to maintain PA-DSS compliance

Process QuickSale

If you have a card swiper or chip 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 or Insert 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

QuickSale Instructions

*Also relevant - Transaction Responses

Transactions

The Transactions menu will display a list of tender types: Cash, Check, Credit, Gift/Loyalty, and ACH/eCheck.

*Click the link below an image for more info on processing transactions


Reports

Reports

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.

Totals
  • 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 #.
Details
  • 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

1. Current Day Logs (select a trans)
2. Trans Details (click Actions)
3. Void or Print Trans

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)

Current Day Logs

Displays approved transactions run within the current day. Click a transaction to view the transaction details.

  • Void - While viewing a transaction's details, click the Actions button for the option to void. A void can be performed the same day as the initial sale as long as the batch is currently open 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.
  • 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.


Archives

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.

Offline Transactions

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.


Failed Offline Transactions

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'.


Auth Only Logs

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.

*Click the link below an image for more info on the menu options

Product Updates

Quicksale for Apple iOS application updates

FAQ

Frequently Asked Questions


Q: Is QuickSale™ Apple iOS 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 CHARGE Anywhere work with my processor?

A: Yes. CHARGE Anywhere for Apple iOS can work with any major processor in the US and Canada. Here is a list of processors that are compatible.


Chase Payments* Elavon (Nova)† Euro 6000 Euronet Evertec FDMS Atlanta FDMS Omaha FDMS Nashvillle FDMS Nashvillle CAN FDMS Rapid Connect*
FDMS South LAC FDMS South Mexico FDMS South US Global Payments Heartland JetPay Merchant eSolutions Moneris (Canada) Moneris (USA) NIBSS
Nucleus Paypal Redeban TPS/EVO TSYS (Vital)* VISA ACP Cross Check First ACH Global eTelecom TeleDraft
Transmodus

* Processor is certified for EMV transactions

† Processor undergoing certification for EMV transactions


Q: What are the costs associated with QuickSale™ for Apple iOS?

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 Apple iOS?

A: No, QuickSale™ for Apple iOS 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 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 Apple iOS? (card readers and printers)

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 Apple iOS offer?

A: CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.

Common Error Handling

Downloading QuickSale on an iPad

Unimag Audio Jack Reader Doesn't Read Swipe

Locating Bluetooth Pin

Invalid Login

Pin data unavailable

Update Configuration File

CVV2 Mismatch

Retrieved from "https://kb.chargeanywhere.com/index.php?title=Apple_iOS&oldid=5411"