Mobile Pay Plus User Guide (Android) PDF

Mobile Pay Plus User Guide (Android) PDF
Mobile Pay Plus
Android App Guide
Document Version 1.0
July 2015
TABLE OF CONTENTS
1 Welcome
1
2 Supported Devices
2
3 Log into the App
3
4 Mobile Pay Plus Menu
5
5 Mobile Pay Plus Settings
6
5.1 Taxes
8
5.2 Processing Options
12
5.3 Tips and Gratuities
13
6 Processing Sales
15
6.1 Process Credit Card Sales
16
6.2 Process Manual Credit Card Sales
23
6.3 Process Debit Sales
31
6.4 Process Cash Sales
38
6.5 Process cheque sales
45
7 Processing Pre-Authorizations
51
7.1 Step 1 - Process Pre-Authorizations with iCMP device
52
7.2 Step 1 - Keyed Pre-Authorization (No Device)
56
7.3 Step 2 - Process Pre-Authorization Completion
62
8 Transaction Troubleshooting
64
9 Process Refunds
65
10 View Transaction History
70
1 Welcome
1 WELCOME
Congratulations on choosing First Data's Mobile Pay Plus app for processing
sales. This document provides information on how to use the Mobile Pay Plus app
on your Android phone with your iCMP device:
-1-
2 Supported Devices
2 SUPPORTED DEVICES
Mobile Pay Plus EMV Chip and Pin processing is compatible with:
Android Phones
The Ingenico PIN pad is compatible with Android phones with 4.1.x (Jelly
Bean), 5.x.x (Lollipop) operating systems and higher.
Ingenico iCMP PIN pad Device
The user guide you received with your PIN pad provides you with a basic
introduction to the device. For online support information, go to iCMPOverview.
iCMP PIN pad Updates
Occasionally you will be notified that an update is required to the
software on your PIN pad. It will only take about two minutes to
complete.
1. Make sure you have Internet access and your PIN pad is
connected by Bluetooth.
2. Click Update PIN pad.
3. Process a sales transaction to complete the update.
-2-
3 Log into the App
3 LOG INTO THE APP
The first time you log in, the menu opens on the left. It will stay open until you
swipe to the left to close it. After that when you log in, the Sale screen opens. Just
swipe from the left to open the menu.
When you signed up for First Data Mobile Pay Plus processing, as the account
administrator, you were sent an email with a login name and password to access
the system.
Log in
1. On your mobile device, sign in with your Company Name, Username,
and Password. The logins are case-sensitive, so make sure you type
them exactly as they are in the welcome email.
-3-
3 Log into the App
Note: If you try your password more than three times, you will be locked out
of your account. You must wait 30 minutes before trying again.
2. Tap Sign In. The First Data Mobile Pay Plus main screen opens.
If this is the first time you are signing into the First Data Mobile Pay Plus app,
the navigation menu opens. Swipe to the left to close the menu.
3. To log out, swipe from the left and tap Logout.
Troubleshooting
If you have difficulty with the app, try these steps:
l
Power cycle your device and log back in to the app.
l
Delete the app from your device and reinstall it from the Apps store.
l
Perform a Force Quit to close and reopen the app.
-4-
4 Mobile Pay Plus Menu
4 MOBILE PAY PLUS MENU
When you log into the Mobile Pay Plus app for the first time, the menu opens.
Thereafter, to open the menu, go to the main Sale screen and swipe from the left.
Sale – Tap to Process a Sale.
History – Tap to issue a Refund or view Transaction History.
Pre-Auth Complete – Shows only if you have submitted PreAuthorized credit card transactions.
Settings – Adjust Settings for Accounts & Currencies, Processing
Options, Taxes, and Language.
Help & Support – Open the Online Help, Open the PIN pad Getting
Started Pairing Guide, Phone Mobile Pay Plus support.
Logout – Tap to log out of theMobile Pay Plus app.
PIN pad: Open theGetting Started Guide to learn how to pair the PIN pad with
your Android device.
Help & Support: Links to get help or tell a friend.
-5-
5 Mobile Pay Plus Settings
5 MOBILE PAY PLUS SETTINGS
After you log in, the Sale screen opens. If this is the first time you signed into the
Mobile Pay Plus app, the menu opens. If the menu is not open, swipe from the left.
There are several options to help you set up your Mobile Pay Plus app.Tap
Settings to customize your app.
-6-
5 Mobile Pay Plus Settings
Accounts & Currencies: This is applicable if you signed up to process
transactions in more than one currency, or if you have more than one user set up
in the online member area. After your currency settings are stored, you can switch
between currencies:
Remember Me – Tap the check box to save your credentials—no
need to log on when you reopen the app.
Add Account – Tap to add another account. Enter the Company
Name, Username, and Password.
Account Details – Tap an account to view detailed information,
including the ID, user, and address.
Processing Options: Turn on options for the order number, pre-authorizations,
and tips. See Processing Options.
Taxes: Specify up to two tax rates. If required for provincial or state taxes, you
have the option to apply tax2 to tax1. See Taxes.
Language: Select Canadian or American English.
-7-
5 Mobile Pay Plus Settings
5.1 TAXES
Taxes are calculated automatically with each sale, based on the options you
select. You can apply two different tax rates to transactions. To accommodate
provincial and state taxes, you also have the option to apply tax2 to tax1 if
required.
Set Taxes
1. Open the app, swipe from the left to open the menu, and then tap Settings.
2. Tap Taxes.
3. Tap the check box to enable Tax 1.
-8-
5 Mobile Pay Plus Settings
4. Tap Tax 1 Name.
5. Enter a Name for Tax 1 and tap OK.
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5 Mobile Pay Plus Settings
6. Tap Tax 1 Rate (%).
7. Enter a Rate for Tax 1 and tap OK.
8. If you are using a second tax, tap the check box to enable Tax 2.
9. Enter a Tax 2 Name and Tax 2 Rate (%) for Tax 2.
- 10 -
5 Mobile Pay Plus Settings
10. If you use both taxes, you have the option to Apply Tax 2 to Tax 1. Tap
the check box to turn it on.
- 11 -
5 Mobile Pay Plus Settings
5.2 PROCESSING OPTIONS
After you log in, the Sale screen opens. If this is the first time you signed into the
Mobile Pay Plus app, the menu opens. If the menu is not open, swipe from the left.
1. Tap Settings.
2. Tap Processing Options.
3. On the Settings screen, tap Processing Options. You can select which
transaction details are collected for each sale.
Order Number: Tap the check box to turn On. This
gives you the option to record the Order Number as part of
the transaction. On the Sale screen, tap
to enter the
Order Number.
Pre-Authorization: Select On to allow preauthorization transaction processing—this button displays
on the Sales screen
.
Tip: Allows your customer the option to leave a tip with
their purchase. See Tips and Gratuities.
- 12 -
5 Mobile Pay Plus Settings
5.3 TIPS AND GRATUITIES
The Mobile Pay Plus app allows you to collect a tip or gratuity from your
customers during a sale, or pre-authorization transactions.
Enable Tips
1.
2.
3.
4.
Open the app, swipe from the left to open the menu, and then tap Settings.
Tap Processing Options.
Tap Tip.
Slide the button to turn Tips ON. This gives the customer the option to enter
a tip amount or use a slider to select a percentage.
5. To give the customer the option to select Preset Tips slide the button to
turn it ON.
6. Enter an amount for one or more Tip Percentage.
7. Tap
done.
- 13 -
5 Mobile Pay Plus Settings
Add a Tip during a transaction
The customer can add a tip on the Confirm Sale screen.
1. Tap Add Tip.
2. There are three ways a customer can leave a tip:
l
Enter a $ amount. The slider moves and the Tip shows as a
percentage.
l
Move the slider. The amount changes and the Tip shows as a
percentage.
l
3. Tap
Tap one of the preset tip percentages.
done.
- 14 -
6 Processing Sales
6 PROCESSING SALES
In the Mobile Pay Plus app, there are several options to process a sale.
Processing Credit Card Sales
Processing Manual (keyed) Credit Card Sales
Processing Debit Sales
Processing Cash Sales
Processing Cheque Sales
- 15 -
6 Processing Sales
6.1 PROCESS CREDIT CARD SALES
Make sure you are connected to the PIN pad before processing a credit card sale.
1. Open the app. The Sale screen opens.
2. Enter the Sale Amount.
3. You can tap
to add a Note or Order Number (must be enabled in
Settings> Processing Options). Tap Sale to exit the screen.
4. If this transaction is a pre-authorization, tap Auth. (
shows if enabled in Settings> Processing Options).
- 16 -
only
6 Processing Sales
5. Tap
Continue.
- 17 -
6 Processing Sales
6. Tap Credit.
7. Hand the device to customer so they can tap Add Tip (shows if enabled in
Settings> Processing Options).
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6 Processing Sales
a. The customer can enter a $ amount, move the slider to select a tip by
percentage, or tap one of the preset tip percentages (if enabled).
b. Tap
Done.
- 19 -
6 Processing Sales
8. Tap Confirm.
- 20 -
6 Processing Sales
9. The App shows: PIN pad ready. Pass the PIN pad to the customer and tap
Pay.
10. Ask the customer to follow the prompts on the PIN pad—the app shows:
Transaction processing...
- 21 -
6 Processing Sales
After the transaction processes, the app shows the payment is complete.
If the transaction is Declined, try reprocessing it. If the transaction is
declined a second time, follow up with your customer.
11. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
12. Tap Done.
- 22 -
6 Processing Sales
6.2 PROCESS MANUAL CREDIT CARD SALES
Make sure you are connected to the PIN pad before processing a credit card sale.
1. Open the app and tap Sale.
2. Enter the Sale Amount.
3. You can tap
to add a Note or Order Number (must be enabled in
Settings> Processing Options). Tap Sale to exit the screen.
4. If this transaction is a pre-authorization, tap Auth. (
shows if enabled in Settings> Processing Options).
- 23 -
only
6 Processing Sales
5. Tap
Continue.
- 24 -
6 Processing Sales
6. Tap Credit.
7. Hand device to customer so they can tap Add Tip (shows if enabled in
Settings> Processing Options).
- 25 -
6 Processing Sales
a. The customer can enter a $ amount, move the slider to select a tip by
percentage, or tap one of the preset tip percentages.
b. Tap
Done.
- 26 -
6 Processing Sales
8. Tap Confirm.
- 27 -
6 Processing Sales
9. The App shows: PIN pad ready. Tap Manual.
10. Pass the PIN pad to the customer and tap Pay.
11. Ask the customer to follow the prompts on the PIN pad. They need to enter
their Card Number and Expiry Date (MMYY).
- 28 -
6 Processing Sales
12. The phone displays the signature panel. Ask the customer to use their finger
to sign. To erase the signature, tap
13. Ask the customer to tap
.
to agree to the credit card charge.
- 29 -
6 Processing Sales
14. After the transaction processes, the App shows the payment is complete.
If the transaction is Declined, try reprocessing it. If the transaction is
declined a second time, follow up with your customer.
15. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
16. Tap Done.
- 30 -
6 Processing Sales
6.3 PROCESS DEBIT SALES
Make sure you are connected to the PIN pad before processing a debit card sale.
1. Open the app and tap Sale.
2. Enter the Sale Amount.
3. You can tap
to add a Note or Order Number (must be enabled in
Settings> Processing Options). Tap Order Details to exit the screen.
- 31 -
6 Processing Sales
4. Tap
Continue.
- 32 -
6 Processing Sales
5. Tap Debit.
6. Hand device to customer so they can tap Add Tip (shows if enabled in
Settings> Processing Options).
- 33 -
6 Processing Sales
a. The customer can enter a $ amount, move the slider to select a tip by
percentage, or tap one of the preset tip percentages.
b. Tap
Done.
- 34 -
6 Processing Sales
7. Tap Confirm.
- 35 -
6 Processing Sales
8. The App shows: Pin pad ready. Pass the PIN pad to customer and tap Pay.
9. Ask the customer to follow the prompts on the PIN pad—the app shows:
Transaction processing...
- 36 -
6 Processing Sales
After the transaction processes, the app shows the payment is complete.
If the transaction is Declined, try reprocessing it. If the transaction is
declined a second time, follow up with your customer.
10. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
11. Tap Done.
- 37 -
6 Processing Sales
6.4 PROCESS CASH SALES
1. Open the app and enter the Sale Amount.
2. You can tap
to add a Note or Order Number (must be enabled in
Settings> Processing Options). Tap Order Details to go back to the
Sale screen.
- 38 -
6 Processing Sales
3. Tap continue
.
4. Tap Cash.
- 39 -
6 Processing Sales
5. Hand the phone to the customer so they can tap Add Tip (shows if enabled
in Settings> Processing Options).
- 40 -
6 Processing Sales
a. The customer can enter a $ amount, move the slider to select a tip by
percentage, or tap one of the preset tip percentages.
b. Tap Done
.
- 41 -
6 Processing Sales
6. Tap Confirm.
- 42 -
6 Processing Sales
7. Change the Amount Received. The Change amount adjusts
automatically.
- 43 -
6 Processing Sales
8. Tap Continue
.
9. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
10. Tap Done.
- 44 -
6 Processing Sales
6.5 PROCESS CHEQUE SALES
1. Open the app and enter the Sale Amount.
2. You can tap
to add a Note or Order Number (must be enabled in
Settings> Processing Options). Tap Order Details to exit the screen.
- 45 -
6 Processing Sales
3. Tap
continue.
- 46 -
6 Processing Sales
4. Tap Cheque.
5. Hand device to customer so they can tap Add Tip (shows if enabled in
Settings> Processing Options).
- 47 -
6 Processing Sales
a. The customer can enter a $ amount, move the slider to select a tip by
percentage, or tap one of the preset tip percentages.
Done.
b. Tap
6. Tap Confirm.
- 48 -
6 Processing Sales
7. Enter the Account Holders Name and Cheque Number.
- 49 -
6 Processing Sales
8. Tap continue
. The Transaction Complete screen opens.
9. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
10. Tap Done.
- 50 -
7 Processing Pre-Authorizations
7 PROCESSING PREAUTHORIZATIONS
With Mobile Pay Plus processing, you can only process a credit card preauthorization completion for the full amount of the pre-authorization hold, not a
portion.
There are two steps for pre-authorizations. The first is the actual pre-authorization
transaction, where the purchase amount is applied to the customer’s credit card as
a hold. There are two options to process a pre-authorization:
l
Step 1 - Processing Pre-Authorizations with iCMP – Complete a preauthorization using the app and the iCMP device.
l
Step 1 - Keyed Pre-Authorization (No Device) – Complete the first step
of a pre-authorization by keying in the card details. This step is best if you
have the app, but no iCMP device.
You must complete the second step within a few days. Card associations have
established protocols for this process, preventing the holding of customer’s money
beyond a reasonable time. This transaction completes the pre-authorization by
removing the held funds from the customer’s credit card.
l
Step 2 - Pre-Auth Completion
- 51 -
7 Processing Pre-Authorizations
7.1 STEP 1 - PROCESS PRE-AUTHORIZATIONS
WITH ICMP DEVICE
The
button only shows if Pre-Authorizations are enabled in
Settings> Processing Options.
1. Open the app and tap Sale.
2. Tap Auth.
3. Enter the pre-authorization Sale Amount.
4. You can tap
to add an Order Number or Note (must be enabled
in Settings> Processing Options). Tap Sale to exit the screen.
5. Tap
continue.
- 52 -
7 Processing Pre-Authorizations
6. Hand device to customer so they can tap Add Tip (shows if enabled in
Settings> Processing Options).
a. The customer can enter a $ amount, move the slider to select a tip by
percentage, or tap one of the preset tip percentages (if enabled).
Done.
b. Tap
7. Tap Confirm.
- 53 -
7 Processing Pre-Authorizations
8. The App show: PIN pad ready. Pass the PIN pad to the customer and tap
Pay.
9. Ask the customer to follow the prompts on the PIN pad—the app shows:
Transaction processing...
- 54 -
7 Processing Pre-Authorizations
After the transaction processes, the App show the payment is complete.
10. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
11. Tap Done.
- 55 -
7 Processing Pre-Authorizations
7.2 STEP 1 - KEYED PRE-AUTHORIZATION (NO
DEVICE)
The
button only shows if Pre-Authorizations are enabled in
Settings> Processing Options.
1. Open the app and tap Sale.
2. Tap Auth.
3. Enter the pre-authorization Sale Amount.
4. You can tap
to add an Order Number or Note (must be enabled
in Settings> Processing Options). Tap Sale to exit the screen.
- 56 -
7 Processing Pre-Authorizations
5. Tap
Continue.
6. Hand device to customer so they can tap Add Tip (shows if enabled in
Settings> Processing Options).
a. The customer can enter a $ amount, move the slider to select a tip by
percentage, or tap one of the preset tip percentages (if enabled).
b. Tap
Done.
- 57 -
7 Processing Pre-Authorizations
7. Tap Confirm.
- 58 -
7 Processing Pre-Authorizations
8. The App shows: PIN pad ready. Tap Manual.
9. Pass the PIN pad to the customer and tap Pay.
10. Ask the customer to follow the prompts on the PIN pad. They need to enter
their Card Number and Expiry Date (MMYY). After the transaction
processed, the App shows the payment is complete.
- 59 -
7 Processing Pre-Authorizations
11. The phone displays the signature panel. Ask the customer to use their finger
to sign. To erase the signature, tap
12. Ask the customer to tap
.
to agree to the credit card charge.
- 60 -
7 Processing Pre-Authorizations
13. After the transaction processes, the App shows the payment is complete.
14. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
15. Tap Done.
- 61 -
7 Processing Pre-Authorizations
7.3 STEP 2 - PROCESS PRE-AUTHORIZATION
COMPLETION
To meet credit card association protocols, the pre-authorization completion must
be processed within a few days of the first pre-authorization step (of holding
customer funds.
1. Go to the Mobile Pay Plus Home screen, swipe from the left to open the
menu, and tap Pre-Auth Complete.
- 62 -
7 Processing Pre-Authorizations
2. In the Complete Pre-Auths list, tap the transaction you want to
complete.
3. In the Complete Pre-Auth window, tap Yes, Complete.
4. When the Transaction Status message opens, tap OK.
5. At the top, tap Complete Pre-Auths to go back to the Sale screen.
- 63 -
8 Transaction Troubleshooting
8 TRANSACTION
TROUBLESHOOTING
These are some of the situations you may come across when using the Mobile
Pay Plus app.
Invalid XML format (Code(null)) error
If you get the Invalid XML format (Code(null)) error after submitting a transaction,
there may be special characters in one of the input fields—Notes, Order Number,
Name, Cheque Number, Amount Received, and so on. Remove any special
characters from these fields.
I cannot complete a transaction
Usually, a simple on-screen message should explain why you cannot complete a
transaction. This occurs if the customer has an invalid card or if you have a keyed
entry error. However, if you consistently cannot process transactions, you may be
experiencing a system setup or configuration issue.
For assistance, please message Client Support Services or call 1.888.472.0811
What if I receive a call during a transaction?
The Mobile Pay Plus app is designed to suspend and allow you to take to calls.
After the call is completed, the app takes you back to where you were.
Why is there no map on my receipt?
1.
2.
3.
4.
Open Settings on your device.
Find and tap the Mobile Pay Plus app.
Tap Location.
Tap While using the app.
- 64 -
9 Process Refunds
9 PROCESS REFUNDS
You can process Refunds for credit card, cash, and cheque transactions. Refunds
for debit transactions are processed as a cash refund. Refunds are done
automatically, you do not need to use the PIN pad.
1. Open the app, slide from the left to open the menu, and tap History. The
Find Transaction screen opens.
2. Tap 30 Days, 60 Days, or 90 Days, or enter search criteria for one of
these options:
l
Last 4 digits (of the card)
l
Start Date
l
End Date
- 65 -
9 Process Refunds
3. Tap
Search.
4. You can refine your transaction search by tapping:
l
Tap
, then tap Date Ascending, Date Descending, Amount
Ascending, or Amount Descending.
l
Tap
and enter search criteria, for example the date, transaction
number, or amount.
- 66 -
9 Process Refunds
5. Tap a transaction. The Transaction Detail screen opens.
- 67 -
9 Process Refunds
6. Tap
Refund.
- 68 -
9 Process Refunds
7. Tap Issue Refund.
8. If the customer wants one, tap Receipt.
a. Enter the customer's Email Address.
to send the receipt and go back to the Transaction Complete
b. Tap
screen.
9. Tap Done.
- 69 -
10 View Transaction History
10 VIEW TRANSACTION HISTORY
On your Android phone
1. Open the app, slide from the left to open the menu, and then tap History.
The Find Transaction screen opens.
2. Tap 30 Days, 60 Days, or 90 Days, or enter search criteria for one of
these options:
l
Last 4 digits (of the card)
l
Start Date
l
End Date
- 70 -
10 View Transaction History
3. Tap
Search.
4. You can refine your transaction search in a couple of ways:
l
Tap
, then tap Date Ascending, Date Descending, Amount
Ascending, or Amount Descending.
l
Tap
and enter search criteria. For example, the date, the
transaction number, or the amount.
5. Tap a transaction. The Transaction Details screen opens.
6. You have the option to Refund a transaction.
Through the Online Member Area
1. Log in to the First Data Online Member Area
2. On the menu, click reporting/analysis> transaction report.
- 71 -
10 View Transaction History
3. Use the search and sort fields at the top of the screen to select report criteria
and then click Refresh (bottom of screen). The list opens with basic
transaction details, including the credit card transaction (CC) approval
or decline
.
4. To download the transaction report, click Download. The file is in .csv
format so you can open it as an Excel, Word, or custom file format.
5. To view transaction details, click a line item.
You can also go to reporting/analysis> transaction search in the left menu to
view or download transaction details.
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