MONETICO MOBILE + PAYMENT SOLUTION

Transcription

1 USER GUIDE MONETICO MOBILE + PAYMENT SOLUTION WEB AND MOBILE

2 Table of contents Click on the topic you re looking for 2

3 General Thank you for choosing Monetico Mobile + With this payment solution, you can now accept card payments securely using your mobile device and a keypad. Which cards are accepted? Monetico Mobile + accepts Visa, MasterCard, American Express and JCB credit cards, as well as Interac debit cards. Monetico Mobile + lets you accept chip and magnetic stripe cards, as well as contactless payment. It also complies with the payment industry s highest security standards and certifications: EMV standard (chip cards) PCI DSS Visa and MasterCard certifications Monetico Mobile + makes it easy to manage your day-to-day operations and spend more time doing what you love making sure your business thrives. 3

4 General General Simpler day-to-day business management with the Billing and Expense Tracker. Monetico Mobile + includes the Desjardins Billing and Expense Tracker. It s the ideal solution for accepting card payments and recording all your daily operations so you can have your invoices, transactions, quotes, business expenses, contacts and more all in one spot. Create, manage and archive your quotes and invoices in a snap. Get better support for managing your expense accounts and simplify production of your income tax returns. Use the customer and supplier management module for business development. Improve cash flow management with the online control panel. Access all your information stored in the cloud from your smartphone, tablet or computer, no matter where you are. The Desjardins Billing and Expense Tracker works on most Android and Apple smartphones and tablets. 4

5 First use Start up guide Introduction This quick reference guide has all the instructions you need to get started with Monetico Mobile + Pairing procedure Pairing means using Bluetooth to wirelessly connect your mobile device with your Monetico Mobile + keypad. You only have to do this the first time you use the service on your device. Afterwards, your mobile device will automatically recognize the keypad. The pairing process meets the requirements of the PCI DSS Wireless Guideline. For optimum security : When pairing your devices, make sure no one can see you enter your password. Only redo the pairing process if the keypad s configuration settings have been completely erased. The Monetico Mobile + keypad uses the Secure Simple Pairing (SSP) protocol. When you connect the keypad, a security procedure is automatically activated to confirm on the smart device that the numbers displayed on both devices match. On the following pages, you ll find the procedure for pairing your Monetico Mobile + keypad with your smart device using a Bluetooth connection. This process will vary slightly depending on what platform your device uses (ios, Android or Windows). 5

6 General First use Payments and Quick sales Quotes and invoices Expenses Contacts Need help? ios (Apple) Step 1 Make sure your ios device is discoverable. Go to Settings on your mobile device. Activate Bluetooth by sliding the button, then stay on that screen. Step 2 Étape(2( (Faites(une(recherche(Bluetoo On the Monetico Mobile + keypad, search for Bluetooth. Naviguezdanslemenuduclavieretsélect Menu -> Configuration -> Term config -> Mobility -> Association -> Companion ios Menu&1>&Configuration&1>&Config.&terminal&1 & o Sileclavieradéjàétéjumeléàunappa The keypad will search for discoverable Étape(2( (Faites(une(recherche(Bluetooth(à(partir(du(clavier(Monetico(Mobile(+.( 1. appuyezsur«ok»sivousdésirez devices. Naviguezdanslemenuduclavieretsélectionnez: 2. appuyezsur«&ann»sivousdésire Menu&1>&Configuration&1>&Config.&terminal&1>Mobilité&1>Association&1>&Companion&iOS& & o Sileclavieradéjàétéjumeléàunappareilintelligent,deuxoptionssontoffertes: 1. appuyezsur«ok»sivousdésirezjumelervotreclavieràunautreappareilintelligento 2. appuyezsur«&ann»sivousdésirezconserverl appareilintelligentdéjàjumelé.! oleclavierrechercheralesappareilsdétec! oleclavierrechercheralesappareilsdétectables. Étape(3( (Sélectionnez(l appareil(ios(d l appareildésiréenutilisantlatouche&«&f2& puisappuyezsur&«&ok&». Étape(3( (Sélectionnez(l appareil(ios(dans(la(liste(affichée(sur(le(clavier.(sélectionnez Introduction l appareildésiréenutilisantlatouche&«&f2&»&(défilerverslebas)ou«&f3&»&(défilerverslehaut), 6 puisappuyezsur&«&ok&».

7 General First use Payments and Quick sales Étape(4( (Confirmez(le(jumelage(sur(l appareil(ios.(unmessagecontenan confirmations afficherasurl appareiliosetsurleclavier.assurezpvous(que(l affichés(sont(identiques.(silesdeuxnumérossontidentiques,appuyezsurle «&Jumeler&»&del appareilios.sinon,appuyezsurlebouton&«&annuler&». Quotes Expenses Contacts Need help? and invoices Step 3 Step 4 Select your ios device in the list on the keypad. Select the device you want using the F2 key (scroll down) or the F3 key (scroll up), then press the green key. Confirm the pairing on the ios device. A message will appear on both the ios device and the keypad with a confirmation number. Make sure the numbers match. If they do, tap Pair on the ios device. If they don t, tap Cancel. Step 5 Étape(4( (Confirmez(le(jumelage(sur(l appareil(ios. confirmations afficherasurl appareiliosetsurleclavie affichés(sont(identiques.(silesdeuxnumérossontide «&Jumeler&»&del appareilios.sinon,appuyezsurlebo Étape(4( (Confirmez(le(jumelage(sur(l appareil(ios.(unmessa confirmations afficherasurl appareiliosetsurleclavier.assure affichés(sont(identiques.(silesdeuxnumérossontidentiques,a «&Jumeler&»&del appareilios.sinon,appuyezsurlebouton&«&ann Étape(5( (Vérifiez(le(succès(du(jumelage(à(l aide(des(messag clavier(et(sur(l appareil(ios. Étape(5( (Vérifiez(le(succès(du(jumelage(à(l aide(des(messages(apparais clavier(et(sur(l appareil(ios. Check the messages on the keypad and the mobile Étape(4( (Confirmez(le(jumelage(sur(l appareil(ios.(unmessagecontenantunnumérode device to confirm that the pairing was successful. confirmations afficherasurl appareiliosetsurleclavier.assurezpvous(que(les(numéros( affichés(sont(identiques.(silesdeuxnumérossontidentiques,appuyezsurlebouton& «&Jumeler&»&del appareilios.sinon,appuyezsurlebouton&«&annuler&». Étape(5( (Vérifiez(le(succès(du(jumelage(à(l aide(des(messag clavier(et(sur(l appareil(ios. Étape(5( (Vérifiez(le(succès(du(jumelage(à(l aide(de clavier(et(sur(l appareil(ios. Page( Page( 6(2.2$Autres$appareils$(Android$ou$Windows)$ 6(2.2$Autres$appareils$(Android$ou$Windows)$ Introduction Page( 7 6(2.2$Autres$appareils$(Android$ou$Windows)$

8 General First use Payments and Quick sales Android devices Refer to the user manual for your specific device if you need more information about how to configure Bluetooth. Step 1 Make sure your mobile device is discoverable. 1. Go to your mobile device s settings 2. Tap Bluetooth 3. Make sure your mobile device is visible Quotes and invoices Expenses Contacts Need help? Laprocéduredejumelagevarieselonletype plusd informationconcernantlaconfiguratio Step 2 l appareil. Mobile Étape(1( $Rendez(le(clavier(détectable.(N On the Monetico + keypad, search for Bluetooth. Mobile+etsélectionnez: Access the settings menu on your smart device and turn on Bluetooth. Menu&1>&Configuration&1>&Config.&terminal&1> Search for available Bluetooth devices and wait for the & appear on the list. keypad to o Sileclavieradéjàétéjumeléàunappare 1. appuyezsur«ok»sivousdésirezj 2. appuyezsur«&ann&»sivousdésirez odans le cas d un nouveau jumelag invitéàsélectionnerl appareilintelligent. ( Introduction. Étape(2( $Faites(une(recherche(Bluetoot o Accédezauxréglagesdel appareilintellig 8 Bluetooth.

9 General First use Payments and Quick sales Quotes and invoices Expenses Step 3 Step 4 Select the keypad in the list on your mobile device. Confirm the pairing on your mobile device. A message will appear on both the mobile device and the keypad with a confirmation number. If the numbers match, tap OK on the mobile device. If they don t match, tap Cancel. Contacts Need help? Étape(5( (( Vérifiez(le(succès(du(jumelage(à(l aide(des(messages(apparaissant(sur(le(clavier(et( l appareil(intelligent. Étape(5( (( Check the messages on the keypad and the mobile Vérifiez(le(succès(du(jumelage(à(l aide(des(messages(apparaissant(sur(le(clavier(et(s device to confirm that the pairing was successful. l appareil(intelligent. Step 5 Étape(5( (( Vérifiez(le(succès(du(jumelage(à(l aide(des(messages(apparaissant(sur(le Étape(5( (( l appareil(intelligent. Vérifiez(le(succès(du(jumelage(à(l aide(des(messages(apparaissant(sur(le l appareil(intelligent. Introduction! 9!

10 First use How to turn off the keypad Once you ve finished using the Monetico Mobile + keypad you can turn it off by pressing the # key and the yellow key simultaneously. Password procedure The screen to change your password will automatically appear the first time you log in. 1. Launch Monetico Mobile + on your mobile device. 2. Enter your merchant number (it starts with 0000), username and password you received by Tap the MENU button at the top left of the screen and select SETTINGS -> MERCHANT SETTINGS -> CHANGE PASSWORD. 4. Follow the steps on-screen. 10

11 First use First use Logging in The Login screen (figures 1 and 2) is the first screen to appear when you launch the mobile app or the Monetico Mobile +. To log in, simply enter your merchant number, username and password that you received by . Note: Your merchant number starts with Figure 2 : Login screen, web version! Whether you re using the web version of Monetico Mobile + or the mobile app, all the information you enter is automatically available in both places. Figure 1 : Login screen, mobile app 11

12 First use Changing your password When you log in for the first time on either the mobile app (Figure 3) or the web version (Figure 4), you ll be asked to change your password. Once you ve changed your password, you ll automatically be disconnected (a warning message will appear). You ll then have to log in again with your new password. Figure 4 : Changing your password on first log in, web version Figure 3 : Changing your password on first log in, mobile app 12

13 First use Administration menu You can access the Administration menu on your mobile device through the app s main screen by tapping the three horizontal bars in the upper left corner. The following options will appear (Figure 5): Transactions Reports Settings Help Log out The web version of the Desjardins Billing and Expense Tracker Administration menu (Figure 6) contains the same information as the mobile app, plus lots more. The main modules will help you navigate through the app: Transactions, Quotes and Invoices, Products and Services, Expenses and Contacts. More information on each section is available in this guide. Figure 6 : Main menu, web version Quotes and invoices Products and Services Expenses Contacts Figure 5 : Administration menu, mobile app 13

14 First use Mobile app menu options: Transactions When you select Transactions, a list of all the transactions that you ve completed using the web or mobile platforms appears. Reports The Reports section provides a summary of your business activities and contains management reports so you can get a clear picture of where you stand in minutes. Help Select Help for Customer Service phone numbers. Logging out When you select Log out, you ll be asked if you re sure you want to log out. If you select OK, you ll be logged out. If you select Cancel, the logout process will be cancelled. Settings Select Settings to access your application settings. This is where you can change things like the taxes you charge, display language and more. It s divided into four sub-menus: Merchant settings Pinpad settings Default settings Advanced settings The Merchant settings option displays four sub-menus where you can change your user profile or password. You can also create additional usernames and passwords so others can access the app on the same account. These options are described on the following pages. 14

15 First use Merchant profile Merchant profile: Select this option to display the Merchant profile and make changes. Select Save to save the changes. Adding a user: Select Add user to enter and save information about a new user, including creating a username and password for them on the same account so they can use the service. Changing your password: Select Change Password to change your password. Pinpad settings Through the Pinpad settings menu you can connect the mobile device with the keypad, see batch totals, close batches, see the list of transactions completed on the mobile device and more. Initialization: Use this to configure your keypad settings. Batch total: This option will give you the total for the current batch on the keypad connected to your mobile device (smartphone or tablet). Batch closure: This option sends a request to the keypad to close the batch. You should close the batch at the end of each day. Transaction list: This option displays the list of transactions processed on the keypad. Terminal status: This option displays the status of the keypad. Reprint last transaction: This option will reprint the last transaction processed by the keypad. 15

16 First use Default settings Select Default settings to access options that you can set as defaults: taxes, quote validity period, terms and conditions, and interface language. Taxes: Select Tax Groups to choose the provincial and federal taxes that apply to you. Default quote validity period: In the Default quote validity period section, you can use the + and buttons to change the default length of time your quotes are valid. Terms and conditions: This is where you can change the Default terms and conditions for your sales. This content will appear on all your quotes and invoices. Simply enter the text you d like to appear and then Save the new terms and conditions. Interface language: This is where you can set your Interface language to English or French. Simply select your choice and then Save. Business taxes number : Select Business taxes number to get to a screen where you can enter your tax registration numbers. 16

17 First use Advanced settings Through the Advanced Settings menu you can select a printer for the keypad, send a keypad log for troubleshooting, or import contacts. External printer: Select External printer to display a list of printers associated with your mobile device, select a default printer and Save. Import contacts: Select Import contacts to display your list of contacts. Select the contact(s) you d like to import and then select Add. You can also deselect all displayed contacts. 17

18 Payments and Quick sales Accepting payments with Monetico Mobile + To accept a credit or debit card payment, go to the Quick Sale screen and make sure your keypad is paired with your mobile device the Bluetooth button in the upper right corner should be on. Then choose the Credit/Debit option to see the available payment options. Once you ve entered all the sale information, hand the keypad to your customer so they can insert their card, confirm the amount, and enter their PIN. For contactless payments, customers can simply tap their card on the top of the keypad. Once this step is completed, you can send the receipt by or SMS. Quick sales The Quick Sale feature was designed to process payments easily, without having to specify products or services. For example, you could use this for the occasional sale of products or services that aren t in your catalogue. Simply select the customer, then enter the pre-tax sale amount and select the tax percentage and payment method. To finalize the sale, select Pay (Figure 7). You can also complete a sale without selecting a customer. The Sale summary or send a receipt will appear next (Figure 8). When you select Send a receipt, you ll be asked to enter a valid address to send it by , or a valid cell phone number for the SMS/MMS option, or to select a printer to print the receipt. Figure 7 : Quick sale, mobile app Figure 8 : Quick sale summary, mobile app 18

19 Quotes and invoices Quotes and invoices With the Quotes and Invoices module, you can view existing quotes and invoices or create new quotes to print or to customers. Simply select the Quotes and Invoices option on the main screen (see Figure 9 for mobile version and Figure 10 for web version). Figure 10 : List of quotes, web version! Whether you re using the web version of Monetico Mobile + and Expense Tracker or the mobile app, all the information you enter is automatically available in both places. Figure 9 : List of quotes, mobile app 19

20 Quotes and invoices Creating a quote or invoice Select the + button on the Quotes screen to create a New Quote (see Figure 11 for mobile app and Figure 12 for web version). Select an existing customer from the list, then search for products or services or add new products or services. The New Quote screen also gives a running total for items added to the quote. To display the Quote Details screen, simply select Balance on your mobile device or Preview on the web version. Figure 12 : New quote, web version Figure 11 : New quote, mobile app 20

21 Quotes and invoices The Quote Details screen will display options to view, save or pay the quote. If you select View, the Quote Details screen will appear with all the details of the quote. If you tap Save in the mobile app, a screen will appear where you can select the method of payment (Figure 13). The options Save and send by , Save Draft and Approve, as well as an option to set the expiry date, will appear on your mobile device. If you click Save on the web version, you ll go to the next step: approving the quote. Select Pay to open a window where you can select the method of payment (Figure 14). Once the quote has been paid on your mobile device or computer, it will appear on the Quotes and Invoices screen under the Invoices tab. Figure 14 : Payment methods, web version Figure 13 : Payment methods, mobile app 21

22 Quotes and invoices Refunds To refund a transaction on your mobile device, simply locate the transaction in the list of invoices, tap on the transaction window, select Refund, indicate the amount of the refund and tap Save (Figure 15). To refund a transaction on the web version, simply locate the transaction in the list of invoices, click on the invoice number, check the box to the left of transaction in the Invoice Payments section, and click the Refund icon. A window will pop up where you can indicate the amount of the refund. Click Save to complete the refund (Figure 16). Figure 16 : Making a refund, web version Figure 15 : Making a refund, mobile device 22

23 Expenses Products and services Your products and services catalogue is the core of your business, so we recommend creating product and service records on the web application. Simply select Products and Services in the left-hand menu, then click on + Product or Service on the right (Figure 17). If you have a record for each of your products or services, it will be easier to create quotes (Figure 18). Once you ve entered all the information you need for the record, click Save. The new product or service will now appear on the Products and Services screen. Figure 17 : Products and Services, web version Figure 18 : Product or service record, web version 23

24 Expenses Expenses To make sure your business is in good financial shape, it s important to manage your operating expenses by monitoring outgoing funds and categorizing them. The Expenses module displays all your expenses, and you can filter by category. To create an expense, tap the + on your mobile device (Figure 19) or click + Expense on the web version (Figure 20). Figure 2o : List of expenses, web version! Whether you re using the web version of the Monetico Mobile + and Expense Tracker or the mobile app, all the information you enter is automatically available in both places. Figure 19 : List of expenses, mobile device 24

25 Expenses Once you ve entered all the details of the new expense, the Expense details screen will look like Figure 21 on your mobile device or Figure 22 on the web version. To save the information, simply select Save. Figure 22 : Creating an expense, web version Figure 21 : Creating an expense, mobile device 25

26 Contacts Contacts The Contacts module contains a list of every contact in the application. You can categorize your contacts as customers or suppliers when you create them (see Figure 23 for the mobile version and Figure 24 for the web version). You can access this section from the main screen. The Customers and Suppliers tabs each have a + button you can select to access the New Contact screen. Figure 24 : Creating a new contact, web version! Whether you re using the web version of Monetico Mobile + or the mobile app, all the information you enter is automatically available in both places. Figure 23 : Creating new contact, mobile device 26

27 Contacts Select the + button to bring up the New Contact screen. Once you ve entered all the details, the screen should look like Figure 25 on your mobile device or Figure 26 on the web version. Select Save to save the person s contact information and add them to the list of contacts. To change someone s contact information, simply select the pencil at the top right of the screen on your mobile device or select the contact on the list in the web version. Figure 26 : New contact person, web version Figure 25 : New contact person, mobile device 27

28 Need help? Need help? If you have any questions or comments call Customer Service Security The Monetico Mobile + automatically logs you out after 20 minutes of inactivity. Simply log back in to access the application. s and messaging Desjardins avoids sending spam and unsolicited and SMS messages. We only send messages generated by the system. 28