Wind River Financial iprocess Setup Guide for Android Devices Contents: iprocess account setup 2 Installing iprocess on your Android device 3 Configuring the iprocess app 8 Attaching the iprocess card reader 10 Processing a sale 12 Processing a void or refund 16 Common Questions 18 Additional Features 19
2 iprocess Account Setup 1. Once your iprocess account is set up by Wind River Financial, you will receive 2 emails containing your Username and Password. You will need these when you initially set up the iprocess app on your Android device. 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 Installing iprocess on your Android device 2. If you have not yet installed the iprocess app, locate the Google Play Store icon on your Android device s Home Screen or App Drawer. 3. The Google Play Store will open. Tap the magnifying glass icon to start a search.
4 4. Type iprocess into the search bar and tap the blue magnifying glass icon on your virtual keyboard. 5. Tap iprocess in the search results view.
5 6. Tap the green Install button at the top of the app s Play Store page. 7. The app s permission screen will display. Tap the green Accept button to continue and install the app.
6 8. Your Android device will download and install the iprocess app. When it is finished, tap the Open button. 9. The first time you open the iprocess app on your Android 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.
7 10. After setting the device Nickname, tap the Configure Now button to set up the iprocess app. If you don t see the Configure Now button, tap the blue Settings button instead.
8 Configuring the iprocess App 11. You are now in the iprocess settings screen. Tap the Username button to enter your iprocess Username. This Username can be found in the email from Wind River Financial that is shown in step 1 of this guide. When you have finished typing your Username, tap the OK button. 12. Next, tap the Password button to enter your iprocess Password. This is the Password that was emailed to you by Wind River (see step 1 of this guide). When you have finished typing your Password, tap the OK button. 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.
9 13. You must then establish your own Application or Lock Screen Password for opening the iprocess app for enhanced security. To set a Password for opening the iprocess app, tap Enable Lock Screen. Choose a Password you can remember. This is completely independent of the Password discussed in Step 12. You will need to enter this Password every time you open the app. When you have finished typing your chosen Password in both fields, tap the Continue button. 14. There are several more options on this screen. If you want your business information to appear on your emailed receipts, scroll down to the Receipt Details section. Tap the Business, Address, City and other buttons to enter the relevant information.
10 Attaching the iprocess card reader 15. Next, tap the Choose Swipe Device option. 16. Select the ips encrypted reader. Tap OK when you are finished.
11 17. Make sure that the Enable Swiper option is checked 18. Plug your IPS encrypted card reader into the 3.5mm audio jack on your Android device. If you use a case with your Android 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. Note that since the reader uses your audio jack, your phone s sound will be disabled while the reader is attached. NOTES: For the best performance, you should turn up the volume on your device when using your encrypted card reader. Unplug the reader when not in use to maximize the reader s battery life.
12 Processing a sale 19. When you are finished, tap the Back button on your android device. You will be presented with the iprocess app s main screen. To process a sale, tap the green Sale button. Do Not Use the Red Credit Button. This button is not enabled on your app! 20. When you see the Sale screen, tap the first box to enter the amount of the sale.
13 21. Next, swipe your customer s card through the attached card reader. The Card Number and Expiration Date fields will be automatically filled. At this point you can scroll down and fill in any additional information about the transaction. When you are finished, tap the green Process button. Note that you should always swipe a customer s card. Do not type their credit card number in manually. See the FAQ at the end of this guide for more information.
14 22. Your customer will be prompted to sign for the transaction. Have your customer write his signature in the white box using his finger. Ask your customer to tap the green Approve button when finished. 23. After your customer has tapped Approve, a message will appear on the screen asking the customer to hand the device back to you, the merchant. Tap the Okay button to dismiss this message. Finally, a Ready to Charge message will appear, confirming the amount of the sale. Tap the OK button to finalize the sale.
15 24. After a few moments you will receive an approval message if the transaction is approved or a decline message if the transaction is declined. From here, you can choose to view the receipt, start a new transaction, or tap the Done button to return to the iprocess app s main menu. Click on View Receipt to e-mail a receipt to your customer.
16 Processing a void or refund 25. To void a pending authorization or refund a settled transaction, tap the blue History button from the iprocess app s main menu. Do not use the red Credit button. For more information on why the red Credit button should not be used, see Common Questions at the end of this document. 26. Locate the transaction you would like to void or refund and tap it. 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.
17 27. The app will display details about the transaction. 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. To void or refund the transaction, tap the green Options button and tap Void. If the void button is not available, choose Refund instead. 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.
18 Common Questions 1. Where can I find more help? a. More help is available within the iprocess app itself. Once the app is installed on your device, open it and tap the blue Help button on the main screen. 2. Do I have to open the Google Play Store every time I want to run the iprocess app? a. 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 App Drawer. 3. What if I cannot find the Google Play Store on my Android device? a. The vast majority of Android phones and tablets can access the Google Play Store to download apps. Some Android devices, such as the Amazon Kindle Fire, do not have access to the Google Play Store. These devices will not be able to download and use the iprocess app. 4. Can I run a credit by tapping the large red Credit button from the iprocess app s main menu? a. 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? a. No. In order to use the iprocess app with your Android 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. 6. Can I type in a credit card number instead of swiping a card? a. To protect your customers and your business, you should not. The card reader is encrypted and prevents readable card data from entering your Android 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 Android device, however briefly, is a serious security risk. 7. The iprocess app is giving me an error message. What s wrong? a. 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 Cetificate 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.
19 Additional Features Available with NMI iprocess Mobile Your NMI iprocess Mobile account includes features that you can use by logging on to the NMI website. Log on to NMI: o www.nmi.com 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 Step 11 and 12). 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 will 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 e-mail 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
20 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 19) 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 e-mail, 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.