Apple iOS

Welcome to the CHARGE Anywhere® Mobile Payment App Knowledge Base! The Mobile Payment App is available for Android, BlackBerry, Apple iOS, J2ME, and Windows Mobile.

Overview

iOS Gift/Loyalty

Getting Started

1. Download the CHARGE Anywhere Payment App from the Apple App Store.

• Go to the App Store from your phone/tablet and search for CHARGE Anywhere.

2. Enter the Software License Key and Phone Number provided in your CHARGE Anywhere Welcome Email or Text Message.

3. Create a password and sign in with the default username, Owner

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

Swipe Card for QuickSale

If you have a card reader configured, a QuickSale (credit card sale) can be initiated from the home screen by swiping a credit card. For help setting up card reader, see Peripheral Help.

Click Here for screenshots of the entire QuickSale process.

Transactions

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

• 

  Cash
• 

  Check
• 

  Credit
• 

  Gift/Loyalty
• 

  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 today. 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 outlines the process or reprinting or voiding a trans)

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 Actions for the option to void.

• Reprint Receipt - While viewing a transaction's details, click Actions for options to print Merchant Copy or Customer Copy. A printer must be connected in order for this option to appear.

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.