Using e-select plus Mobile App

Transcription

1 Using e-select plus Mobile App For ipad ȚM iphone TM and ipod TM touch (01/12)

2 Need help? Call Record your Moneris merchant number here:

3 Contents Important: Read First Set up the app Connect the card reader Admin transactions Financial Transactions Receipts Reporting Demo mode Troubleshooting

4 Important: Read First Before you begin 1. Make sure you have the following information (provided in the letter you received from Moneris to confirm your order): Moneris Merchant ID: If you currently have a 9-digit merchant number beginning with a 2 simply add 0030 to the beginning (i.e., becomes ). Moneris e-select plus Store ID 2. Activate your e-select plus store and generate a username and password. (Follow the instructions on page 4 of the letter you received from Moneris to confirm your order.) 3. Download and install the e-select plus Mobile App (see page 3). 4. Connect the Moneris Mobile Card Reader (see page 4). If any of the above required information is missing, please call

5 Set up the app Download and install the app The e-select plus Mobile App is available on the App Store SM. To download the app onto your Apple TM ipad, iphone or ipod touch, follow these steps. 1. From the Apple Home screen, open App Store. 2. In the Business category, search for Moneris e-select plus then select the app. Note: Moneris recommends reading the e-select plus terms and conditions before proceeding with the download. 3. Tap Free then tap Install. 4.When prompted, enter your Apple ID and password then tap OK. Downloading e-select plus will be displayed. 5. When the installation is complete, the Apple Home screen appears. The e-select plus Mobile App is ready to use. Configure the e-select plus login credentials Save your e-select plus username and store ID in your device and it will automatically fill in those fields each time you log in to the e-select plus Mobile App. 1. From the Apple Home screen, go to Settings. 2. Scroll down and tap e-select plus. 3. Enter your e-select plus username and store ID. 4.Return to the Apple Home screen. 3

6 Connect the card reader Each time you wish to connect the card reader, follow these steps: 1. Remove the card reader from the case. 2. Plug the card reader into the audio headset jack on your mobile device. Your card reader is now connected to your device. To begin processing transactions, log in to the e-select plus Mobile App (see page 5). Tips and hints on swiping Before swiping a card, make sure the media speaker on your device is off. After you tap Swipe Card: Ensure the media volume on your device is maximized before swiping the card. Wait for Please swipe card. to appear on the screen before swiping the card. When swiping a card: Ensure that the magnetic stripe on the card is facing the part of the card reader that has the stabilizer flap. Ensure that the card is swiped in a smooth motion. Ensure that the full length of the magnetic stripe is swiped through the card reader. 4

7 Admin transactions Log in to the app Each time you open the e-select plus Mobile App, you must login. 1. To start the app, tap the Moneris Swirl icon on your device. The e-select plus login screen appears. Note: If the username and store ID fields are not auto-filled on this screen, enter them now. To auto-fill these fields, see Configure the e-select plus login credentials on page 3. Note: Tap Learn more about e-select plus to view the version number of the e-select plus Mobile App and other features. 2. Enter your e-select plus password and tap Done. 3. Tap Login. Note: If you have not already done so, connect the card reader to your device (see page 4). You can now process transactions on your device. Log out of the app To ensure unauthorized transactions cannot be processed, log out of the e-select plus Mobile App when you re not using it. 1. From the e-select plus Main menu, tap Logout. 2. The Login screen appears. 3. Press the Home button to return to the Apple Home screen The e-select plus Mobile App is now closed and you cannot process transactions on your device until you log in again (see above). 5

8 Financial transactions If DEMO MODE appears at the top of every screen, the e-select plus Mobile App is in Demo Mode. Transactions processed in Demo Mode will NOT affect your bank accounts. See page 12 for details, including how to disable this mode. Process a purchase 1. From the main menu, tap Terminal. 2. On the Terminal tab, tap Purchase. 3. If you wish to track your transactions, enter a Customer ID or an Order ID. Note: The Order ID must be unique for each transaction. 4.If you wish to the receipt to your customer, enter the customer s address or select one from your contact list (use the blue + beside the Address field.). 5. In the Amount ($) field, enter the amount of the purchase. 6.Enter the card information. You have two options: If you wish to swipe the card: a.ensure that the card reader is connected (see page 4). b.tap Swipe Card. The Please Swipe Card will be displayed. c. Ensure the volume on your device is maximized. d.swipe the card on the card reader. e.the message Processing Transaction. will be displayed. If you wish to manually key in the card number: a.remove the card reader from your device. b.in the Card number field, enter the credit card number. c. In the Expiry Date field, enter the expiry date of the credit card. d.tap Done then tap Process. 7. You will receive a response indicating whether the transaction was approved or declined. 8. Capture the customer s signature (see page 10) or go directly to step the receipt to your customer (see page 10). 6

9 Process a pre-authorization 1. From the main menu, tap Terminal. 2. On the Terminal tab, tap Preauth. 3. If you wish to track your transactions, enter a Customer ID or an Order ID. Note: The Order ID must be unique for each transaction. 4.If you wish to the receipt to your customer, enter the customer s address or select one from your contact list (use the blue + beside the Address field.). 5. In the Amount field, enter the amount of the preauthorization. 6.In the Card number field, enter the credit card number. 7. In the Expiry Date field, enter the expiry date of the credit card. 8. Tap Process. 9.You will receive a response indicating whether the transaction was approved or declined. 10.Capture the customer s signature (see page 10) or go directly to step the receipt to your customer (see page 10). Process a capture/pre-auth completion 1. From the main menu, tap Terminal. 2. On the Terminal tab, tap Capture. 3. Find the transaction to be completed: To search by Order ID or Customer ID, enter the full or partial ID (found on the receipt if you entered an ID during the pre-auth) To search by Amount, enter an amount. To display the last 10 transactions, leave the Order ID field blank. 4. Tap Search Transactions. 5. If more than one transaction matches the search criteria (or you left all fields blank), select the transaction you wish to complete. 6.In the Capture Amount ($) field, enter the amount to be processed. 7

10 7. Tap Process Capture. Note: To return to the list without cancelling the transaction, tap Cancel Capture. 8. You will receive a response indicating whether the transaction was approved or declined. 9. the receipt to your customer (see page 10). Voids and Refunds If you need to return the full amount of a purchase or completion the same day the transaction was performed, process a VOID. To return the full amount the next day or later, process a REFUND. To return a portion of the amount of a purchase or completion, process a REFUND. Void 1. From the main menu, tap Terminal. 2. On the Terminal tab, tap Void 3. Find the transaction to void: To search by Order ID or Customer ID, enter the full or partial ID (found on the receipt if entered during the original transaction) To search by Amount, enter an amount. To display the last 10 transactions, leave the Order ID field blank. 4. Tap Search Transactions. 5. If more than one transaction matches the search criteria (or you left all fields blank), select the transaction you wish to void. 6.Tap Process Void. Note: To return to the list without cancelling the transaction, tap Cancel Void. 7. You will receive a response indicating whether the transaction was approved or declined. 8. the receipt to your customer (see page 10). 8

11 Refund 1. From the main menu, tap Terminal. 2. On the Terminal tab, tap Refund. 3. Find the transaction to refund: To search by Order ID or Customer ID, enter the full or partial ID (found on the receipt if entered during the purchase) To search by Amount, enter an amount. To display the last 10 transactions, leave the Order ID field blank. 4. Tap Search Transactions. 5. If more than one transaction matches the search criteria (or you left all fields blank), select the transaction you wish to refund. 6. In the Amount ($) field, enter the amount to be refunded. 7. Tap Process Refund. Note: To return to the list without cancelling the transaction, tap Cancel Refund. 8. Your transaction will be processed. 9. You will receive a response indicating whether the transaction was approved or declined. 10. the receipt to your customer (see page 10). 9

12 Receipts Signature Capture for receipts If the transaction is approved, you can capture the cardholder s signature on the touch screen. Note: The signature will not appear in ed receipts. 1. On the transaction response screen, tap Signature (appears below the APPROVED message). The signature entry screen appears. 2. The customer writes their signature on the blank screen. If the customer needs to redo their signature, they can tap Clear and try again. 3. The customer taps Save. 4.To send a receipt to the customer, go to ing receipts to customers (see below). OR To finish the transaction, tap Terminal at the top of the screen to return to the e-select plus Terminal menu. ing receipts to customers Once the transaction has completed you can send a receipt to the customer via . Note: If you entered or selected an address while entering the transaction details, the receipt will be sent to that address as soon as the transaction is completed. You do not need to perform the steps below unless you wish to send the receipt to additional addresses. 1. Scroll to the bottom of the transaction response screen. 2. In the Address area, enter the customer s address or select an address from your contact list (use the blue + beside the Address field.) 3. Tap Send Receipt. 4. The Receipt successfully sent message appears in the Address area. 5. If you wish to send the receipt to additional addresses, repeat steps 2 through When you have finished ing receipts, tap Terminal at the top of the screen to return to the e-select plus Terminal menu. 10

13 Reporting Transactions Report Find and display transactions by date, Order ID, Customer ID or amount. 1. From the main menu, tap Reports. 2. On the Report tab, tap Transactions. 3. Find the transaction you wish to view. To search by: transaction date, use the Date drop-down transaction order ID (if you entered an ID during the transaction), enter the Order ID Customer ID (if you entered an ID during the transaction), enter the Customer ID the amount of the transaction, enter the amount. 4. Tap Search Transactions. The top 10 transactions that meet the search criteria will be displayed. Approved transactions will display in Black. Declined transactions will display in Red. 5. To display the next 10 transactions that meet the search criteria, tap Load 10 more, (maximum of 300 transactions). 6.Tap Reports to return to the Reports menu then tap Main at the top of the screen to return to the e-select plus Main menu. Batches Report Find and display a batch to determine the amount deposited in your bank account for that batch. 1. From the main menu, tap Reports. 2. On the Report tab, tap Batches. 3. Chose the batch(es) you wish to view. To search by: Date, use the Date drop-down. Batch number, tap Batch # then key in the batch number. Batch Status, use the Batch Status drop-down. 4. Tap Search Batches. 5. The app displays Querying batches while it searches for the matching batch then the report appears on the screen. 6. Tap Reports to return to the Reports menu then tap Main at the top of the screen to return to the e-select plus Main menu. 11

14 Demo mode Demo mode lets you practise using the e-select plus Mobile App without affecting your bank accounts. While in Demo mode you can: perform all financial transactions: The Amount ($), Card number and Expiry Date fields will be auto-filled. Transactions will always be approved. Transactions will be stored in the Demo batch. receipts: The merchant name will be Mobile Demo to make them easy to identify. view Demo reports To enable Demo Mode 1. From the e-select plus login screen, tap Learn more about e-select plus. 2. Tap Demo Mode. 3. Tap OFF to switch to ON. 4.At the top of the screen, tap More Info. 5. At the top of the More Info screen, tap Main. 6.Near the top of the screen you will now see a red bar with the text DEMO MODE. The Username, Store Id and Password are auto-filled. 7. Tap Login. All transactions will now be in Demo Mode until you disable Demo Mode (see page 13). Important: Ensure that you disable Demo mode before processing actual financial transactions. Transactions processed in Demo Mode will NOT affect your bank accounts. 12

15 To disable Demo Mode 1. From the e-select plus Main menu, tap Logout. 2. Tap Learn more about e-select plus. 3. Tap Demo Mode. 4.Tap ON to switch to OFF. 5. At the top of the screen, tap More Info. 6.At the top of the screen, tap Main. 7. Return to the Apple Home screen. The next time you log in to the e-select plus Mobile App, the red bar will be gone. All transactions will be live and WILL affect your bank accounts. 13

16 Troubleshooting If an error message appears on the e-select plus Mobile App display and is listed in the table below, follow the instructions in the table s Solution column. If the problem is still not resolved, call Merchant Customer Service at Error Messages Error message An error occurred reading card. Please try again. Application e-select plus already exists. Replace version XXX with version XXX. Unable to Authenticate. Solution The card data was not read properly. Tap Swipe Again and try again. See Tips and hints on swiping on page 4 for additional information. If the error message re-appears, try the transaction again. This time, after you tap Swipe Again, maximize the media volume on your device then swipe the card. You have already installed an earlier version of the e-select plus Mobile App. To install the new version, tap Replace. If you do not want to install the new version at this time, tap Cancel. To find out which version is on your device, start to login (see page 5) and tap Learn More. There was an error while authenticating your e-select plus account. Please try the transaction again. If the authentication fails again, log out and log back in to the e-select plus Mobile App (see page 5). If the problem persists, you may be using an expired version of the app. Download and install the latest version of the app (see page 3). 14

17 Equipment Problems Problem If DEMO MODE appears at the top of every screen. The Swipe Card prompt does not appear. If you forget your password. Solution The app is in demo mode. See page 12 for details, including how to disable this mode. The device cannot detect a card reader. Check the card reader to ensure it is securely attached to the device. If your device has a protective sleeve, check to make sure the sleeve is not preventing the device from being completely plugged in. Log into your e-select plus store from a computer, tap Forgot Password? then fill in the Password Reset form and tap Submit. 15

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20 Need help? Please contact Merchant Customer Service toll-free at (open 24 hours a day, 7 days a week) or eselectplus@moneris.com. If you use Merchant Direct, you can also contact us online. Simply log in to Merchant Direct and use the Message Centre to send a secure message directly to Merchant Customer Service. e-select plus, Moneris and the Moneris Solutions design are registered trademarks of Moneris Solutions Corporation. Apple, ipad, IPhone and ipod touch are trademarks of Apple Inc. registered in the U.S. and other countries. App Store is a service mark of Apple Inc. All other marks or registered trademarks are the marks or registered trademarks of their respective owners. All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions. For informational purposes only. Neither Moneris Solutions Corporation ( Moneris ) nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this guide. Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information, content and materials contained in this guide in terms of their correctness, accuracy, reliability or otherwise. Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA Merchant Agreement, your Moneris MasterCard Merchant Agreement and/or your Moneris Debit Card and Terminal Agreement (collectively the Merchant Agreements ), as applicable with Moneris. It is the merchant s responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is available for free download at moneris.com/en/support/ Downloads/MerchantManuals.aspx. ESPMBID-YT-E (01/12)