Android

Getting Started

1. Download the CHARGE Anywhere Payment App from the Google Play Store.

• You can click the following link to obtain the download - https://www.chargeanywhere.com/Downloads/android.html
• or go to the Play 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.

Menu Options

Swipe Card for QuickSale

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.

Transactions

Tender Type	Instructions
Cash	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.
Check	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.)
Credit	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 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) 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) 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.) 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. 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.)
Gift/Loyalty
ACH/eCheck	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. Reports 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 #. Logs 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, press the menu button on your Android phone/tablet for the option to void. 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. 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 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. 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. 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 your menu button for the option to 'Resend Failed'. Auth Only Transactions - 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 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. 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. Config Feature Options Add Features/Options - 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. Get Hardware - Allows you to purchase compatible hardware for credit card transactions. Refresh Services - 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. Setup Optional Prompts - You may turn on specific optional prompts so that additional information can be included when processing a transaction. 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#. Clerk# Text: The clerk# can be labeled as Driver#, Operator#, Employee#, Vendor#, Server ID, Bartender ID, Waiter ID Clerk#: If a username was not assigned a clerk #, this field will be used as a default clerk#. 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. 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. Tip Prompt - If enabled, you will have the option to include a tip amount when processing a transaction. Tip Mode: 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 %. Tip Receipt: 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. Transaction Settings - You may adjust the default behaviour of your transaction settings. Enable Signature - Prompts for the customer's signature after an approved credit card transaction. Retry Attempts - Will try to resubmit a transaction if there was no response from server. 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". 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. Default Amount - Any amount entered here will automatically display as the transaction amount when beginning a transaction. Quantity Prompt - If you choose a default amount, the quantity prompt can be used as a multiplier. 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. Externals Enabled - Swipe Option: Determines what track is read when a credit card is swiped. Show Subtotal: Displays the subtotal of transaction amount and tax amount. Peripheral Devices - Used to pair compatible printers and swipers with the app. For additional info, see Peripheral Help Receipt Options - You may adjust the default behaviour of your receipts. View/Edit Header - Displays at the top of a receipt. View/Edit Footer - Displays at the bottom of a receipt. 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. Email Customer Receipt - If enabled, a prompt for the customer's email address will appear after an approved transaction. Default From Email - The email address that the customer will see when the reciept is emailed. Default Subject Text - The subject of the receipt email. Email Method - The receipt email can be sent via your phone/tablet or a CHARGE Anywhere server. Advanced - You may configure your advanced options. Network Settings - The app will always be in Production. This cannot be changed. 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. 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. Processor Info - Allows you to change the specifications of your processor info. Security Fraud Control - You may enable additional security for your transactions. 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. 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) 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. CVV (Card Verification Value) - You may have the app ask for the CVV during keyed transactions, ask if card not present, or not ask. User Management - Controls all usernames, passwords, and permissions. Halo - Sets a limit on the total Sales and Returns within a day. Support Supported Processors - Displays a list of processors that can be used with the Mobile Payment App. Help Desk Info - You may store your Customer Support contacts. Card Type Info - Displays the phone number for Visa, MasterCard, American Express, Discover, and Diners Club. FAQ Send Log - Sends error logs to CHARGE Anywhere Customer Support. About - Displays the Mobile Payment App's version #, your customer ID, SDK #, and your phone model. Maintenance Rotate Keys - Changes the encryption key for security. It is recommended to rotate keys annually. Rotate Logs - Transfers your current day log to Archive 1, Archive 1 to Archive 2, etc. Unregister - Unregisters your software license key. (Recommended before transferring app to another phone/tablet) Review Trace - Shows the maintenance logs for the app. Review Login Trace - Shows the maintenance logs for a specific user of the app. View GPS Data - Displays your current GPS location. Pending Uploads - Cash and Check transactions are not submitted to the gateway automatically, but is periodically sent to the gateway. Pending uploads displays all cash and check transactions that have not been sent to the gateway yet. Error Handling / FAQs