Android

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Revision as of 08:30, 15 June 2012 by Adaley (talk | contribs) (→‎Setup)
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Overview

Getting Started

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

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

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.

Peripheral Devices

Receipt Options

Advanced

Security

Fraud Control

User Management

Halo

Support

Supported Processors

Help Desk Info

Card Type Info

FAQ

Send Log

About

Maintenance

Rotate Keys

Rotate Logs

Unregister

Review Trace

Review Login Trace

View GPS Data

Pending Uploads

Error Handling / FAQs

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