Wind River Financial iprocess Setup Guide for IOS Devices

Transcription

1 Wind River Financial iprocess Setup Guide for IOS Devices (Requires ios 4.3 or later. Compatible with iphone, ipad, and ipod touch. This app is optimized for iphone 5.) Table of Contents (Clickable Links): iprocess account setup Page 2 Installing iprocess on your IOS device Page 3 Configuring the iprocess app Page 6 Attaching the iprocess Card Reader Page 9 Processing a Sale Page 11 Processing a Void or Refund Page 15 Common Questions Page 17 Additional Features Page 18

2 2 Setting Up Your iprocess Account 1. When your mobile account set-up is complete, you will receive 2 s with important information to be used thoughout these instructions. Please make note of your NMI iprocess Mobile Username & Password as you will need them later in the installation. (Note: It is ideal to have the Mobile Card Reader present when proceeding with the set-up and testing of the application.) PLEASE NOTE: Each app download will result in an additional monthly fee. It is recommended that a separate Username is established for each download. Please see page 19 for Username generation instructions.

3 3 Installing iprocess on your IOS 2. Inside your mobile device, locate the Apple App Store icon on your device s home screen. Tap the icon to enter the App Store. 3. The Apple App Store will open. Tap the Search icon to start a search.

4 4 4. Type iprocess into the search bar and tap the search button on your virtual keyboard. 5. Tap the iprocess field in the search results view to access the application download screen.

5 5 6. Tap the FREE or Download button in the upper right hand corner of the top of the app s page. 7. The app s permission screen will display. Enter your Apple ID Password (The password you have established on your iphone for itunes music or Applications) and then tap the OK button.

6 6 Configuring the iprocess Application 8. Your Apple device will download and install the iprocess app. When finished, tap Home button on your device to return to the device s home screen. The iprocess application is now downloaded. Tap the iprocess icon as shown below. 9. The first time you open the iprocess app on your Apple device, it will prompt you to establish a Nickname for your device. Change the Nickname to one that identifies that device for you, such as Joe s Phone or Tablet 1. This is important if you download the app onto multiple devices. Tap the Save button to continue. Then tap Configure Now.

7 7 10. You are now in the iprocess settings screen. Tap the Username button to enter your iprocess Username. This Username can be found in the from Wind River Financial that is shown in step 1 of this guide. When you have finished typing your Username, tap the OK button. 11. Next, tap the Password button to enter your iprocess Password. This is the Password ed to you (see step 1 of this guide). When you have finished typing your Password, tap the OK button. The iprocess app will remember your Username and Password automatically. The Username and Password are now assigned to this mobile device. You will never be prompted to enter either of these again. This Password is only entered when the app is initially configured on your mobile device.

8 8 12. To customize a standard receipt for all transactions, scroll down in the Edit Account/Gateway screen to access the Receipt Detail screen. Enter the desired business information to appear on transaction receipts. Tap the Address, City, State, etc. fields to customize your relevant information. Return to the main setting screen by tapping Save. 13. It is recommended to establish an Application (or Lock Screen ) Password for opening the iprocess App. This Password will protect the contents in the event of loss or theft of the device. This is completely independent of the Password discussed in Step 11. To establish a password for opening the iprocess app, tap the Password button. Enter your ideal Password in both the Enter Password & Confirm Password fields. If the Passwords match, a blue save button will appear in the upper right hand corner. Tap Save. You will now be prompted for this Password upon entry to the application.

9 9 Attaching the iprocess Card Reader 14. Next, tap the Card Reader Devices option. 15. Select the ips encrypted reader. Tap OK when you are finished. Your phone is now configured to accept card swiped transactions.

10 Return to the settings screen by pushing the back button. Then return to the iprocess home screen by tapping Done. 17. Plug your IPS encrypted card reader into the headphone/audio jack on your Apple device. If you use a protective case with your Apple device, you may need to remove it in order to properly seat the card reader. Make sure the reader is fully inserted before continuing. It should click when it is completely plugged in. NOTES: Verify your volume is at the maximum level when the card reader is plugged in. Adjust the volume by pressing the plus/volume up button the side of your device. Unplug the reader when not in use to maximize the reader s battery life. Since the device uses your audio jack, your phone s sound will be disabled while the reader is attached.

11 11 Processing a Sale 18. At the home screen, you are presented with options to: 1. Sale 2. Credit - Do Not Use the Red Credit Button. This button is not enabled on your app! 3. History (Transaction reporting) 4. Settings 5. Help 19. When you see the Sale screen, tap the first box to enter the amount of the sale. Enter amount with no decimal points. Example: $35.78 is entered as 3578 $ is entered as To Run a Sale, tap the green Sale button.

12 Next, swipe your customer s card through the attached card reader. The Card Number and Expiration Date fields will be automatically filled. If desired, scroll down and fill in any additional information about Cardholder or Transaction. When you are finished, the process button will turn blue. Tap the blue Process button to continue. Note: You should always swipe a customer s card. Do not type their credit card number in manually. See Common Questions at the end of this guide for more information.

13 Your customer will be prompted to sign for the transaction. Hand the device over to your customer. Have the customer write their signature in the white box using their finger. 22. If appropriate, have the customer enter a tip using a pre-calculated field box. A manual tip entry is also an option. When complete, tap the Approve button to submit the transaction.

14 After a few moments you will receive an approval message if the transaction is approved or a decline message if the transaction is declined. Choose: View Receipt to a copy of the receipt New Sale Transaction to run a separate and additional sale. Done if you are finished processing transactions.

15 15 Processing a Void or Refund 24. To void a pending authorization or refund a settled transaction, tap the History button from the iprocess app s main menu. Do not use the red Credit button. (NOTE: For more information on why the red Credit button should not be used, see the Common Questions at the end of this document) 25. Locate the transaction you would like to void or refund and tap it to identify the receipt detail.

16 The transaction detail will be displayed on your Apple device. If the transaction has not settled yet, you will have the option to void it. If the transaction is settled, your only option is to process a refund. Tap the arrow button in the upper right hand corner to select an action for this transaction. Void will cancel a pending authorization. No money will change hands. Use this button if possible. Refund will give back money. Money will be deducted from your account and placed into the cardholder s account. offers the opportunity to send additional copies of transaction receipts. Please Note: You must access the original transaction to have the option to void it or process a refund. If you delete your transaction history in your mobile app, you will lose your option to process voids or credit refunds.

17 17 Common Questions 1. Where can I find more help? More help is available within the iprocess app itself. Once the app is installed on your device, open it and tap the Help button on the main screen. Select the category you wish to learn more about. 2. Do I have to open the Apple App Store every time I want to run the iprocess app? No. Once the iprocess app is installed on your device, you can launch it by tapping the iprocess icon on your device s Home Screen or desired folder. 3. What if I cannot find the App Store on my Apple device? All Apple iphones, ipads & ipods can access the App Store to download applications. The App Store icon will appear on the home screen unless it has been moved by a user. To locate, swipe down on the home screen (IOS 6 or earlier swipe left) and type APP STORE in the search bar. Look for these icons to appear in your query. 4. Can I run a credit by tapping the large red Credit button from the iprocess app s main menu? No. The red Credit button is for processing non-referenced credits, and is disabled for security reasons. Running credits only from the transaction history helps protect your money and your business. 5. Can I use the iprocess app in areas with no cellular data connection or Wi-Fi? No. In order to use the iprocess app with your Apple device, you must have either a Wi-Fi connection or a cellular data connection. Transactions will not be accepted if your device is not connected to the internet. NOTE: ipods or ipads without built in data connections will require Wi-Fi access. 6. Can I type in a credit card number instead of swiping a card? To protect your customers and your business, it is not recommended. The card reader is encrypted and prevents readable card data from entering your Apple device s storage and memory. If you manually type a credit card number into the iprocess app, it will not be encrypted. Having unencrypted credit card data on your Apple device, however briefly, is a serious security risk. 7. The iprocess app is giving me an error message. What s wrong? If the iprocess app gives an error message while trying to process a transaction, the most common problem is poor cellular or Wi-Fi signal. For example, the errors Host Name in Certificate Didn t Match, Invalid Transaction ID/Object ID, and Unable to resolve host (secure.nmi.com) can all be caused by problems with your data connection. When using the iprocess app, make sure you are in an area with a strong data signal, and connect to Wi-Fi when you are able.

18 18 Additional Features Available with NMI iprocess Mobile-Only Your NMI iprocess Mobile account includes features that you may utilize by logging on to the NMI site. Log on to NMI: o o Click on the blue Merchant login button in the upper right corner of the home page. Enter your Username and Password (the same ones used in Steps 10 and 11). Click Login. Designated Auto-Settle Time Your transactions will settle automatically each day. The default auto-settle time is 7:00pm CST. To adjust your designated auto-settle time: Click on Settings. Click on Settlement Schedule. Adjust the time in the drop-down window. Click on Update Settlement Schedule. o Please note, your Visa, MasterCard and Discover transactions will be deposited into your checking account 2 business days after the batch settlement date. Additional Users Your Primary NMI iprocess Mobile account Username is set up by Wind River at the time your NMI iprocess Mobile account is set up. If you will have multiple mobile users processing transactions, you may want to establish a separate Username for each User. The Username will appear in the transaction detail in your reporting and may be used for tracking purposes. To set up additional Usernames: Click on Settings. Click on User Accounts. Click on Click Here To Add A New User Account. Complete the required fields (flagged with red asterisks). Click on Create User. The new User will receive an from the NMI site, providing a link for them to click on to be routed to the NMI site and establish their own password. They will assign their Username and password when they download the NMI iprocess Mobile app onto their mobile device. PLEASE NOTE: Each additional app download will result in an additional monthly fee. NMI iprocess Mobile Passwords: Must be between 8-32 characters. Must include a number and a letter Are case-sensitive, but upper and lower case are not both required.

19 19 Manage Your Monthly Fees If you are no longer using the NMI iprocess mobile app on a mobile device, you may eliminate the monthly support fee assessed for that device, by deactivating that mobile device: Log on to NMI (see page 18) Click on Settings. Click on License Manager On the Mobile Devices tab, click on the Device Deactivation icon in the Action column for the device you are no longer utilizing Batch Settlement Report With every settled batch via your NMI iprocess mobile account, you will receive an , providing your batch totals. To view detail of your batches: Click on Reports. In the Transaction Snapshot section, establish the timeframe for the batches you want to view using the Start Date and End Date fields. Click Submit. Your batch settlements will be listed by date and batch number on the left, with the batch net total on the right. Click on the magnifying glass to the left of the batch date, then View These Transactions to view the individual transactions in that batch. o You may then click on the transaction ID to view details for that transaction. o If you have downloaded the iprocess app on multiple mobile devices and have a separate Username set up for each mobile device, the Username will appear in the transaction details. END