Get to know PayAnywhere.

Transcription

1 Get to know PayAnywhere.

2 Hello there! Applying for PayAnywhere How do I get $5,000 free in transactions? PayAnywhere will waive processing fees up to $5000 for the first six months after account approval on Apple Pay transactions. You will receive this promotion as an ACH credit to your bank account. Program is subject to change without notice. 1. Head to payanywhere.com/apple and click Sign Up. 2. Apply As a Business. What you enter under Doing Business As Name is what your customer will see on their credit card statement. When you apply, you will also create your password. Be sure to write down your password, as you will use this password, along with the you entered, to login to the PayAnywhere app and PayAnywhere Inside. 3. Enter in your banking info so we can send your funds faster. Funds are deposited within one business day of sales processed by 2 PM PT/5 PM ET. 4. I already have a PayAnywhere Credit Card Reader should be pre-selected. Click Finish.

3 Getting started. Login Get going by logging in. If you are a first time user or do not have items loaded, you ll land on an Express Item. If you do have items loaded, you ll land on Items. Default sale view can be changed in settings.

4 Menu and settings. Navigate and filter Navigation Menu Tap on the top left hamburger icon to access the Navigation Menu. You can start a new sale, view transactions, edit items, view reporting, and access Settings. Settings Under the Navigation menu, tap Settings. You can edit tax and tip; multiple accounts; manage cash drawers and printers; and more from here. Filter Menu While on the Sell screen, tap on the bottom right category icon for the Filter Menu. You can access Categories and Favorites.

5 Making a sale. Express item 1. Land on Express Item 2. Enter Amount 3. Swipe 4. Receipt Share Tap on the credit card icon on the Enter a value and tap Add. Swipe a card without needing Users are directed to the bottom left for an Express Item. to view a cart, or go through a Receipt Share screen as normal. checkout process.

6 Making a sale. Typical sale 1. Add Items 2. View Cart (optional) 3. Checkout (optional) 4. Signature 5. Receipt Share Tap items to add them to the cart. Tap the Cart button to see the Swipe or select a different method of Accept customer signatures with Assign a customer to a transaction, current invoice. Edit or delete payment. You can skip this screen by preset and custom tip options. add a note, and generate a receipt via items, or proceed to checkout. swiping a card right from the Sell screen. print or .

7 Making a sale. Apple Pay sale Make sure your reader is connected. Tap the Apple Pay or Contactless Payment button on the PayAnywhere checkout screen. Hold an NFC-enabled device or credit card approximately 4 centimeters from the large end of the PayAnywhere card reader. Holding a device too far may result in a failed connection.

8 Items. Categories, modifiers, new items and discounts View Products Create Categories Create Modifiers Create Items Create Discounts Tap the top left hamburger icon to Assign a color for easy visual recognition. Assign modifier names and prices. Enable Assign item images, multiple prices, tax, Select percent or discount, then view the Navigation Menu, select Edit items to have multiple modifier selections. and modifiers. assign a color. Mode. Here you can tab through items, categories, discounts and modifiers.

9 Reporting. Transactions, sales trends and customers View Reporting Transactions Sales Trends Customers Tap the top left hamburger icon to This is a running list of transactions by Shows you sales volume, top sellers, View and search through your customer view the Navigation Menu. Here you date. You can generate reports, view and payment methods. base and view a customer s transactions. can choose Transactions, Sales transaction detail, and process refunds Trends or Customers. and voids from here.

10 Support. Click or call Help Guide and Video Tutorials payanywhere.com/faq Customer Service & Technical Support Connect facebook.com/payanywhere twitter.com/payanywhere youtube.com/payanywhere 2015 PayAnywhere, LLC. All rights reserved. PayAnywhere ( PA ) is a registered ISO of Wells Fargo Bank, N.A., Walnut Creek, CA. American Express may require separate approval. PA is currently available only in the United States. Requires download of free PA app, approved merchant account, acceptance of terms and conditions, compatible device, and wireless service. Visit PayAnywhere.com/faq for a list of compatible devices and promotional details. Funds usually deposited into your account within one (1) business day. First $5,000 in Apple Pay transactions processed at no charge for six (6) months after account approval. Processing fees reimbursed via ACH credit. Offer applies only to merchants processing transactions using other payment methods in addition to Apple Pay, including but not limited to swiped and keyed transactions, at a commercially reasonable level. *Standard rates apply after offer has expired or been fulfilled. New accounts only and not to be combined with any other offers. Program subject to change without notice. Apple, the Apple logo, iphone and ipad are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Pay and Touch ID are trademarks of Apple Inc. Other designated trademarks and brands are the property of their respective owners.