Mobile Pay Plus Android App Guide

Transcription

1 Mobile Pay Plus Android App Guide Document Version 1.0 July 2015

2 TABLE OF CONTENTS 1 Welcome 1 2 Supported Devices 2 3 Log into the App 3 4 Mobile Pay Plus Menu 5 5 Mobile Pay Plus Settings Taxes Processing Options Tips and Gratuities 13 6 Processing Sales Process Credit Card Sales Process Manual Credit Card Sales Process Debit Sales Process Cash Sales Process cheque sales 45 7 Processing Pre-Authorizations Step 1 - Process Pre-Authorizations with icmp device Step 1 - Keyed Pre-Authorization (No Device) Step 2 - Process Pre-Authorization Completion 62 8 Transaction Troubleshooting 64 9 Process Refunds View Transaction History 70

3 1 Welcome 1 WELCOME Congratulations on choosing First Data's Mobile Pay Plus app for processing sales. This document provides information on how to use the Mobile Pay Plus app on your Android phone with your icmp device: - 1 -

4 2 Supported Devices 2 SUPPORTED DEVICES Mobile Pay Plus EMV Chip and Pin processing is compatible with: Android Phones The Ingenico PIN pad is compatible with Android phones with 4.1.x (Jelly Bean), 5.x.x (Lollipop) operating systems and higher. Ingenico icmp PIN pad Device The user guide you received with your PIN pad provides you with a basic introduction to the device. For online support information, go to icmp- Overview. icmp PIN pad Updates Occasionally you will be notified that an update is required to the software on your PIN pad. It will only take about two minutes to complete. 1. Make sure you have Internet access and your PIN pad is connected by Bluetooth. 2. Click Update PIN pad. 3. Process a sales transaction to complete the update

5 3 Log into the App 3 LOG INTO THE APP The first time you log in, the menu opens on the left. It will stay open until you swipe to the left to close it. After that when you log in, the Sale screen opens. Just swipe from the left to open the menu. When you signed up for First Data Mobile Pay Plus processing, as the account administrator, you were sent an with a login name and password to access the system. Log in 1. On your mobile device, sign in with your Company Name, Username, and Password. The logins are case-sensitive, so make sure you type them exactly as they are in the welcome

6 3 Log into the App Note: If you try your password more than three times, you will be locked out of your account. You must wait 30 minutes before trying again. 2. Tap Sign In. The First Data Mobile Pay Plus main screen opens. If this is the first time you are signing into the First Data Mobile Pay Plus app, the navigation menu opens. Swipe to the left to close the menu. 3. To log out, swipe from the left and tap Logout. Troubleshooting If you have difficulty with the app, try these steps: Power cycle your device and log back in to the app. Delete the app from your device and reinstall it from the Apps store. Perform a Force Quit to close and reopen the app

7 4 Mobile Pay Plus Menu 4 MOBILE PAY PLUS MENU When you log into the Mobile Pay Plus app for the first time, the menu opens. Thereafter, to open the menu, go to the main Sale screen and swipe from the left. Sale Tap to Process a Sale. History Tap to issue a Refund or view Transaction History. Pre-Auth Complete Shows only if you have submitted Pre- Authorized credit card transactions. Settings Adjust Settings for Accounts & Currencies, Processing Options, Taxes, and Language. Help & Support Open the Online Help, Open the PIN pad Getting Started Pairing Guide, Phone Mobile Pay Plus support. Logout Tap to log out of themobile Pay Plus app. PIN pad: Open thegetting Started Guide to learn how to pair the PIN pad with your Android device. Help & Support: Links to get help or tell a friend

8 5 Mobile Pay Plus Settings 5 MOBILE PAY PLUS SETTINGS After you log in, the Sale screen opens. If this is the first time you signed into the Mobile Pay Plus app, the menu opens. If the menu is not open, swipe from the left. There are several options to help you set up your Mobile Pay Plus app.tap Settings to customize your app

9 5 Mobile Pay Plus Settings Accounts & Currencies: This is applicable if you signed up to process transactions in more than one currency, or if you have more than one user set up in the online member area. After your currency settings are stored, you can switch between currencies: Remember Me Tap the check box to save your credentials no need to log on when you reopen the app. Add Account Tap to add another account. Enter the Company Name, Username, and Password. Account Details Tap an account to view detailed information, including the ID, user, and address. Processing Options: Turn on options for the order number, pre-authorizations, and tips. See Processing Options. Taxes: Specify up to two tax rates. If required for provincial or state taxes, you have the option to apply tax2 to tax1. See Taxes. Language: Select Canadian or American English

10 5 Mobile Pay Plus Settings 5.1 TAXES Taxes are calculated automatically with each sale, based on the options you select. You can apply two different tax rates to transactions. To accommodate provincial and state taxes, you also have the option to apply tax2 to tax1 if required. Set Taxes 1. Open the app, swipe from the left to open the menu, and then tap Settings. 2. Tap Taxes. 3. Tap the check box to enable Tax

11 5 Mobile Pay Plus Settings 4. Tap Tax 1 Name. 5. Enter a Name for Tax 1 and tap OK

12 5 Mobile Pay Plus Settings 6. Tap Tax 1 Rate (%). 7. Enter a Rate for Tax 1 and tap OK. 8. If you are using a second tax, tap the check box to enable Tax Enter a Tax 2 Name and Tax 2 Rate (%) for Tax

13 5 Mobile Pay Plus Settings 10. If you use both taxes, you have the option to Apply Tax 2 to Tax 1. Tap the check box to turn it on

14 5 Mobile Pay Plus Settings 5.2 PROCESSING OPTIONS After you log in, the Sale screen opens. If this is the first time you signed into the Mobile Pay Plus app, the menu opens. If the menu is not open, swipe from the left. 1. Tap Settings. 2. Tap Processing Options. 3. On the Settings screen, tap Processing Options. You can select which transaction details are collected for each sale. Order Number: Tap the check box to turn On. This gives you the option to record the Order Number as part of the transaction. On the Sale screen, tap Order Number. to enter the Pre-Authorization: Select On to allow preauthorization transaction processing this button displays on the Sales screen. Tip: Allows your customer the option to leave a tip with their purchase. See Tips and Gratuities

15 5 Mobile Pay Plus Settings 5.3 TIPS AND GRATUITIES The Mobile Pay Plus app allows you to collect a tip or gratuity from your customers during a sale, or pre-authorization transactions. Enable Tips 1. Open the app, swipe from the left to open the menu, and then tap Settings. 2. Tap Processing Options. 3. Tap Tip. 4. Slide the button to turn Tips ON. This gives the customer the option to enter a tip amount or use a slider to select a percentage. 5. To give the customer the option to select Preset Tips slide the button to turn it ON. 6. Enter an amount for one or more Tip Percentage. 7. Tap done

16 5 Mobile Pay Plus Settings Add a Tip during a transaction The customer can add a tip on the Confirm Sale screen. 1. Tap Add Tip. 2. There are three ways a customer can leave a tip: Enter a $ amount. The slider moves and the Tip shows as a percentage. Move the slider. The amount changes and the Tip shows as a percentage. Tap one of the preset tip percentages. 3. Tap done

17 6 Processing Sales 6 PROCESSING SALES In the Mobile Pay Plus app, there are several options to process a sale. Processing Credit Card Sales Processing Manual (keyed) Credit Card Sales Processing Debit Sales Processing Cash Sales Processing Cheque Sales

18 6 Processing Sales 6.1 PROCESS CREDIT CARD SALES Make sure you are connected to the PIN pad before processing a credit card sale. 1. Open the app. The Sale screen opens. 2. Enter the Sale Amount. 3. You can tap to add a Note or Order Number (must be enabled in Settings> Processing Options). Tap Sale to exit the screen. 4. If this transaction is a pre-authorization, tap Auth. ( only shows if enabled in Settings> Processing Options)

19 6 Processing Sales 5. Tap Continue

20 6 Processing Sales 6. Tap Credit. 7. Hand the device to customer so they can tap Add Tip (shows if enabled in Settings> Processing Options)

21 6 Processing Sales a. The customer can enter a $ amount, move the slider to select a tip by percentage, or tap one of the preset tip percentages (if enabled). b. Tap Done

22 6 Processing Sales 8. Tap Confirm

23 6 Processing Sales 9. The App shows: PIN pad ready. Pass the PIN pad to the customer and tap Pay. 10. Ask the customer to follow the prompts on the PIN pad the app shows: Transaction processing

24 6 Processing Sales After the transaction processes, the app shows the payment is complete. If the transaction is Declined, try reprocessing it. If the transaction is declined a second time, follow up with your customer. 11. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 12. Tap Done

25 6 Processing Sales 6.2 PROCESS MANUAL CREDIT CARD SALES Make sure you are connected to the PIN pad before processing a credit card sale. 1. Open the app and tap Sale. 2. Enter the Sale Amount. 3. You can tap to add a Note or Order Number (must be enabled in Settings> Processing Options). Tap Sale to exit the screen. 4. If this transaction is a pre-authorization, tap Auth. ( only shows if enabled in Settings> Processing Options)

27 6 Processing Sales 6. Tap Credit. 7. Hand device to customer so they can tap Add Tip (shows if enabled in Settings> Processing Options)

28 6 Processing Sales a. The customer can enter a $ amount, move the slider to select a tip by percentage, or tap one of the preset tip percentages. b. Tap Done

30 6 Processing Sales 9. The App shows: PIN pad ready. Tap Manual. 10. Pass the PIN pad to the customer and tap Pay. 11. Ask the customer to follow the prompts on the PIN pad. They need to enter their Card Number and Expiry Date (MMYY)

31 6 Processing Sales 12. The phone displays the signature panel. Ask the customer to use their finger to sign. To erase the signature, tap. 13. Ask the customer to tap to agree to the credit card charge

32 6 Processing Sales 14. After the transaction processes, the App shows the payment is complete. If the transaction is Declined, try reprocessing it. If the transaction is declined a second time, follow up with your customer. 15. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 16. Tap Done

33 6 Processing Sales 6.3 PROCESS DEBIT SALES Make sure you are connected to the PIN pad before processing a debit card sale. 1. Open the app and tap Sale. 2. Enter the Sale Amount. 3. You can tap to add a Note or Order Number (must be enabled in Settings> Processing Options). Tap Order Details to exit the screen

35 6 Processing Sales 5. Tap Debit. 6. Hand device to customer so they can tap Add Tip (shows if enabled in Settings> Processing Options)

38 6 Processing Sales 8. The App shows: Pin pad ready. Pass the PIN pad to customer and tap Pay. 9. Ask the customer to follow the prompts on the PIN pad the app shows: Transaction processing

39 6 Processing Sales After the transaction processes, the app shows the payment is complete. If the transaction is Declined, try reprocessing it. If the transaction is declined a second time, follow up with your customer. 10. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 11. Tap Done

40 6 Processing Sales 6.4 PROCESS CASH SALES 1. Open the app and enter the Sale Amount. 2. You can tap to add a Note or Order Number (must be enabled in Settings> Processing Options). Tap Order Details to go back to the Sale screen

41 6 Processing Sales 3. Tap continue. 4. Tap Cash

42 6 Processing Sales 5. Hand the phone to the customer so they can tap Add Tip (shows if enabled in Settings> Processing Options)

45 6 Processing Sales 7. Change the Amount Received. The Change amount adjusts automatically

46 6 Processing Sales 8. Tap Continue. 9. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 10. Tap Done

47 6 Processing Sales 6.5 PROCESS CHEQUE SALES 1. Open the app and enter the Sale Amount. 2. You can tap to add a Note or Order Number (must be enabled in Settings> Processing Options). Tap Order Details to exit the screen

48 6 Processing Sales 3. Tap continue

49 6 Processing Sales 4. Tap Cheque. 5. Hand device to customer so they can tap Add Tip (shows if enabled in Settings> Processing Options)

50 6 Processing Sales a. The customer can enter a $ amount, move the slider to select a tip by percentage, or tap one of the preset tip percentages. b. Tap Done. 6. Tap Confirm

51 6 Processing Sales 7. Enter the Account Holders Name and Cheque Number

52 6 Processing Sales 8. Tap continue. The Transaction Complete screen opens. 9. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 10. Tap Done

53 7 Processing Pre-Authorizations 7 PROCESSING PRE- AUTHORIZATIONS With Mobile Pay Plus processing, you can only process a credit card preauthorization completion for the full amount of the pre-authorization hold, not a portion. There are two steps for pre-authorizations. The first is the actual pre-authorization transaction, where the purchase amount is applied to the customer s credit card as a hold. There are two options to process a pre-authorization: Step 1 - Processing Pre-Authorizations with icmp Complete a preauthorization using the app and the icmp device. Step 1 - Keyed Pre-Authorization (No Device) Complete the first step of a pre-authorization by keying in the card details. This step is best if you have the app, but no icmp device. You must complete the second step within a few days. Card associations have established protocols for this process, preventing the holding of customer s money beyond a reasonable time. This transaction completes the pre-authorization by removing the held funds from the customer s credit card. Step 2 - Pre-Auth Completion

54 7 Processing Pre-Authorizations 7.1 STEP 1 - PROCESS PRE-AUTHORIZATIONS WITH ICMP DEVICE The button only shows if Pre-Authorizations are enabled in Settings> Processing Options. 1. Open the app and tap Sale. 2. Tap Auth. 3. Enter the pre-authorization Sale Amount. 4. You can tap to add an Order Number or Note (must be enabled in Settings> Processing Options). Tap Sale to exit the screen. 5. Tap continue

55 7 Processing Pre-Authorizations 6. Hand device to customer so they can tap Add Tip (shows if enabled in Settings> Processing Options). a. The customer can enter a $ amount, move the slider to select a tip by percentage, or tap one of the preset tip percentages (if enabled). b. Tap Done. 7. Tap Confirm

56 7 Processing Pre-Authorizations 8. The App show: PIN pad ready. Pass the PIN pad to the customer and tap Pay. 9. Ask the customer to follow the prompts on the PIN pad the app shows: Transaction processing

57 7 Processing Pre-Authorizations After the transaction processes, the App show the payment is complete. 10. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 11. Tap Done

58 7 Processing Pre-Authorizations 7.2 STEP 1 - KEYED PRE-AUTHORIZATION (NO DEVICE) The button only shows if Pre-Authorizations are enabled in Settings> Processing Options. 1. Open the app and tap Sale. 2. Tap Auth. 3. Enter the pre-authorization Sale Amount. 4. You can tap to add an Order Number or Note (must be enabled in Settings> Processing Options). Tap Sale to exit the screen

59 7 Processing Pre-Authorizations 5. Tap Continue. 6. Hand device to customer so they can tap Add Tip (shows if enabled in Settings> Processing Options). a. The customer can enter a $ amount, move the slider to select a tip by percentage, or tap one of the preset tip percentages (if enabled). b. Tap Done

60 7 Processing Pre-Authorizations 7. Tap Confirm

61 7 Processing Pre-Authorizations 8. The App shows: PIN pad ready. Tap Manual. 9. Pass the PIN pad to the customer and tap Pay. 10. Ask the customer to follow the prompts on the PIN pad. They need to enter their Card Number and Expiry Date (MMYY). After the transaction processed, the App shows the payment is complete

62 7 Processing Pre-Authorizations 11. The phone displays the signature panel. Ask the customer to use their finger to sign. To erase the signature, tap. 12. Ask the customer to tap to agree to the credit card charge

63 7 Processing Pre-Authorizations 13. After the transaction processes, the App shows the payment is complete. 14. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 15. Tap Done

64 7 Processing Pre-Authorizations 7.3 STEP 2 - PROCESS PRE-AUTHORIZATION COMPLETION To meet credit card association protocols, the pre-authorization completion must be processed within a few days of the first pre-authorization step (of holding customer funds. 1. Go to the Mobile Pay Plus Home screen, swipe from the left to open the menu, and tap Pre-Auth Complete

65 7 Processing Pre-Authorizations 2. In the Complete Pre-Auths list, tap the transaction you want to complete. 3. In the Complete Pre-Auth window, tap Yes, Complete. 4. When the Transaction Status message opens, tap OK. 5. At the top, tap Complete Pre-Auths to go back to the Sale screen

66 8 Transaction Troubleshooting 8 TRANSACTION TROUBLESHOOTING These are some of the situations you may come across when using the Mobile Pay Plus app. Invalid XML format (Code(null)) error If you get the Invalid XML format (Code(null)) error after submitting a transaction, there may be special characters in one of the input fields Notes, Order Number, Name, Cheque Number, Amount Received, and so on. Remove any special characters from these fields. I cannot complete a transaction Usually, a simple on-screen message should explain why you cannot complete a transaction. This occurs if the customer has an invalid card or if you have a keyed entry error. However, if you consistently cannot process transactions, you may be experiencing a system setup or configuration issue. For assistance, please message Client Support Services or call What if I receive a call during a transaction? The Mobile Pay Plus app is designed to suspend and allow you to take to calls. After the call is completed, the app takes you back to where you were. Why is there no map on my receipt? 1. Open Settings on your device. 2. Find and tap the Mobile Pay Plus app. 3. Tap Location. 4. Tap While using the app

67 9 Process Refunds 9 PROCESS REFUNDS You can process Refunds for credit card, cash, and cheque transactions. Refunds for debit transactions are processed as a cash refund. Refunds are done automatically, you do not need to use the PIN pad. 1. Open the app, slide from the left to open the menu, and tap History. The Find Transaction screen opens. 2. Tap 30 Days, 60 Days, or 90 Days, or enter search criteria for one of these options: Last 4 digits (of the card) Start Date End Date

68 9 Process Refunds 3. Tap Search. 4. You can refine your transaction search by tapping: Tap, then tap Date Ascending, Date Descending, Amount Ascending, or Amount Descending. Tap and enter search criteria, for example the date, transaction number, or amount

69 9 Process Refunds 5. Tap a transaction. The Transaction Detail screen opens

70 9 Process Refunds 6. Tap Refund

71 9 Process Refunds 7. Tap Issue Refund. 8. If the customer wants one, tap Receipt. a. Enter the customer's Address. b. Tap to send the receipt and go back to the Transaction Complete screen. 9. Tap Done

72 10 View Transaction History 10 VIEW TRANSACTION HISTORY On your Android phone 1. Open the app, slide from the left to open the menu, and then tap History. The Find Transaction screen opens. 2. Tap 30 Days, 60 Days, or 90 Days, or enter search criteria for one of these options: Last 4 digits (of the card) Start Date End Date

73 10 View Transaction History 3. Tap Search. 4. You can refine your transaction search in a couple of ways: Tap, then tap Date Ascending, Date Descending, Amount Ascending, or Amount Descending. Tap and enter search criteria. For example, the date, the transaction number, or the amount. 5. Tap a transaction. The Transaction Details screen opens. 6. You have the option to Refund a transaction. Through the Online Member Area 1. Log in to the First Data Online Member Area 2. On the menu, click reporting/analysis> transaction report

74 10 View Transaction History 3. Use the search and sort fields at the top of the screen to select report criteria and then click Refresh (bottom of screen). The list opens with basic transaction details, including the credit card transaction (CC) approval or decline. 4. To download the transaction report, click Download. The file is in.csv format so you can open it as an Excel, Word, or custom file format. 5. To view transaction details, click a line item. You can also go to reporting/analysis> transaction search in the left menu to view or download transaction details