Using e-Select plus® Mobile App

Using e-Select plus® Mobile App
®
Using e-Select plus
Mobile App
For BlackBerry® and Android
Smartphones
TM
®
(01/12)
®
Need help?
Call 1-866-319-7450
Email: [email protected]
Record your Moneris merchant number here:
Contents
Important: Read First . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Set up the app . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Connect and configure the card reader . . . . . . . . . .
4
Admin transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
Financial Transactions . . . . . . . . . . . . . . . . . . . . . . . . . .
7
Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
1
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., 223456789
becomes 0030223456789).
• 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 1-866-319-7450.
2
Set up the app
Download and install the app
To download the e-Select plus Mobile App onto your
BlackBerry® or AndroidTM smartphone, follow these steps.
If you have just activated your e-Select plus store and
the Moneris download website is displayed on your
phone, start at step 2.
If the Moneris download website is not displayed on
your phone, start at step 1.
1. Open your phone’s browser and go to
https://www3.moneris.com/mobile/download.
The download site will detect which type of phone
you are using and the link to download the app for
your phone will be displayed.
Note: If you are using a type of phone that is currently
not supported, you will be provided with a link to
our mobile e-Select plus website that can be used
to process keyed card not present transactions.
2. Click on ‘I AGREE TO THESE TERMS.’ to agree to the
terms and conditions.
3. To download the app, click on the link that appears
in the language you want the app to use.
The download details page will be displayed including
the Name, Version, Vendor, File Size and Description
of the application.
Note: If you are prompted to enter the password for
your phone, please enter your password to allow the
download to proceed.
“Downloading e-Select plus” will be displayed.
4. When prompted, accept the app as a trusted
application. Ensure that you select “Don’t ask again”
or you will continue to be prompted with this message.
Note: If you are prompted to reboot the phone after
the app has been installed, click on Reboot.
The e-Select plus Mobile App is ready to use.
3
Connect and configure
the card reader
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 phone.
Your card reader is now connected to your phone.
• If this is your first time using e-Select plus Mobile
on this phone, you must configure the card reader
within the e-Select plus Mobile App (see below).
• If you have already configured the card reader in
the e-Select plus Mobile App, you must log in to
the e-Select plus Mobile App (see page 6) to begin
processing transactions.
Configure the card reader
The first time you use the e-Select plus Mobile App
on your mobile phone you will need to set up the card
reader in the e-Select plus Mobile App.
1. Connect the card reader (see above).
2. Log in to the e-Select plus Mobile App (see page 6).
3. On the e-Select plus Mobile App main menu, click
on Settings.
4. Click on Swipe Device.
5. Click on ROAMpay.
6. Click on Save.
The card reader is ready to use.
4
Tips and hints on swiping
• Before swiping a card, make sure the speakerphone
on your phone is off.
• After you click on Initiate Swipe, wait for the card
reader to be activated for swiping.
• On Android™ smartphones, the e-Select plus
Mobile App will display “Ready to swipe”.
• On BlackBerry® smartphones, wait approximately
2 seconds after you click Initiate Swipe 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.
5
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, click on the Moneris Swirl icon on
your phone.
2. If the message “The application e-Select plus is
attempting to access phone information” is displayed,
select Do not ask again then click on Allow.
Important: You must select “Do not ask again”!
3. Enter your e-Select plus username, store ID, and
password.
4. Click on Login.
The e-Select plus Mobile main menu appears:
Note: If you have not already done so, connect the
card reader to your phone (see page 4).
You can now process transactions on your phone.
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 main menu, click on Logout.
2. The Login screen appears.
3. On the phone menu, click on Close.
The e-Select plus Mobile App is now closed and you
cannot process transactions on your phone until you
log in again (see above).
6
Financial transactions
Process a purchase
1. From the main menu, click on Terminal.
2. On the Terminal tab, click on 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. In the Amount field, enter the amount of the purchase.
Note: You may need to use the alt key to enter numbers
and a decimal in the amount field.
5. Enter the card information. You have two options:
If you wish to swipe the card:
a.Ensure that the card reader is connected and
configured (see page 4).
b.Click on Initiate Swipe.
c. If you are using a BlackBerry, the message “Please
swipe card and click “Swipe completed”” will be
displayed.
d.Swipe the card on the card reader.
e.The message “Processing Swiped Data. Please
wait” will be displayed.
f. If you are using a BlackBerry, click on Swipe
Completed.
If you wish to manually key in the card number:
a.In the Card number field, enter the credit card
number.
b.In the Expiry Date field, enter the expiry date
of the credit card.
c. Click on Process.
6. Your transaction will be processed.
7. You will receive a response indicating whether the
transaction was approved or declined.
8. Email the receipt to your customer (see page 10).
7
Process a pre-authorization
1. From the main menu, click on Terminal.
2. On the Terminal tab, click on Pre-auth.
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. In the Amount field, enter the amount of the
pre-authorization.
Note: You may need to use the alt key to enter numbers
and a decimal in the amount field.
5. In the Card number field, enter the credit card number.
6. In the Expiry Date field, enter the expiry date of the
credit card.
7. Click on Process.
8. Your transaction will be processed.
9. You will receive a response indicating whether the
transaction was approved or declined.
10. Email the receipt to your customer (see page10).
Process a capture/pre-auth completion
1. From the main menu, click on Terminal.
2. On the Terminal tab, click on Capture.
3. Find the transaction to be completed:
• To search by Order ID, enter the full or partial
Order ID (found on the receipt if you entered an
Order ID during the pre-auth)
OR
• To display the last 10 transactions, leave the Order
ID field blank.
4. Click on Search Transactions.
5. If more than one transaction matches the order ID
(or you left the Order ID field blank), select the
transaction you wish to complete.
6. In the Amount field, enter the amount to be
processed.
7. Click on Process.
8. Your transaction will be processed.
9. You will receive a response indicating whether the
transaction was approved or declined.
10. Email the receipt to your customer (see page 10).
8
Process a void
If you need to reverse a transaction and the batch has
not been closed yet, process a Void.
1. From the main menu, click on Terminal.
2. On the Terminal tab, click on Void
3. Find the transaction to void:
• To search by Order ID, enter the full or partial
Order ID (found on the receipt if you entered an
Order ID during the original transaction)
OR
• To display the last 10 transactions, leave the Order
ID field blank.
4. Click on Search Transactions.
5. If more than one transaction matches the order ID
(or you left the Order ID field blank), select the
transaction you wish to void.
6. Click on Process.
7. Your transaction will be processed.
8. You will receive a response indicating whether the
transaction was approved or declined.
9. Email the receipt to your customer (see page 10).
Process a refund
If you need to reverse a transaction and the batch has
already been closed, process a Refund.
1. From the main menu, click on Terminal.
2. On the Terminal tab, click on Refund.
3. Find the transaction to refund:
• To search by Order ID, enter the full or partial
Order ID (found on the receipt if you entered an
Order ID during the purchase)
OR
• To display the last 10 transactions, leave the Order
ID field blank.
4. Click on Search Transactions.
5. If more than one transaction matches the order ID
(or you left the Order ID field blank), select the
transaction you wish to refund.
6. In the Amount field, enter the amount to be refunded.
7. Click on Process.
8. Your transaction will be processed.
9. You will receive a response indicating whether the
transaction was approved or declined.
10. Email the receipt to your customer (see page 10).
9
Receipts
Emailing receipts to customers
Once the transaction has completed you can send
a receipt to the customer via email.
1. Go to the bottom of the transaction response screen.
2. In the Email Receipt area, enter the customer’s email
address.
3. Click on Send Receipt.
4. The “Receipt successfully sent” message appears in
the Email Receipt area.
5. Click on Main in the green bar at the top of the
screen to return to the main e-Select plus main
menu.
10
Reporting
Transactions Report
Find and display transactions by date, Order ID,
Customer ID or amount.
1. From the main menu, click on Reports.
2. On the Report tab, click on Transactions.
3. Find the transaction you wish to view. To search by:
• transaction date, use the Date field
OR
• transaction order ID (if you entered an ID during
the transaction), use the Order ID field
OR
• Customer ID (if you entered an ID during the
transaction), use the Customer ID field
OR
• the amount of the transaction, use the Amount
field.
4. Click on Search.
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. Click on Main in the green bar at the top of the
screen to return to the main e-Select plus main menu.
Batches Report
View your current batch totals.
1. From the main menu, click on Reports.
2. On the Report tab, click on Current Batch.
The Current Batch Report screen displays.
3. Click on Current Batch.
The current batch totals report appears on the
screen.
4. Click on Main in the green bar at the top of the
screen to return to the main e-Select plus main
menu.
11
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 1-866-319-7450.
Error Messages
Error message
Solution
Application
‘e-Select plus’
already exists.
Replace version XXX
with version XXX.
You have already installed an
earlier version of the e-Select plus
Mobile App.
• To install the new version, click
on Replace.
• If you do not want to install the
new version at this time, click
on Cancel.
Data read error.
Please try again.
The card data was not read
properly.
• Please click on Initiate Swipe
and try again. See Swiping Tips
and Hints on page 5 for
additional information.
• If the error message re-appears,
try the transaction again. This
time, after you click on Initiate
swipe, maximize the media
volume on your phone then
swipe the card.
Unable to
Authenticate.
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 6).
• 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).
12
Equipment Problems
Problem
Solution
The “Initiate Swipe”
prompt does not
appear.
The phone cannot detect a card
reader.
• Check the card reader to ensure
it is securely attached to the
phone.
• If your phone has a protective
sleeve, check to make sure the
sleeve is not preventing the
device from being completely
plugged in.
If you forget your
password.
• Log into your e-Select plus store
from a computer, click on Forgot
Password? then fill in the
Password Reset form and click
on Submit.
13
Need help?
Please contact Merchant Customer Service toll-free at
1-866-319-7450 (open 24 hours a day, 7 days a week)
or email [email protected]
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.
The trade-mark BlackBerry is owned by Research In Motion Limited and is
registered in the United States and may be pending or registered in other
countries. Moneris Solutions Corporation is not endorsed, sponsored,
affiliated with or otherwise authorized by Research In Motion. TM Android
is a trade-mark of Google Inc. All other unregistered trade-marks are the
property 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.
®
ESPMBBBA-YT-E (01/12)
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