| ACH/eCheck
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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.
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
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