Chase Mobile Checkout

Chase Mobile Checkout – PLUS
Mobile Application User Guide
SM
Grow your business — whenever and wherever you want!
1
Contents
Welcome to Chase Mobile Checkout-PLUS
3
Updating Your Account Profile
25
Getting Started
4
n
Changing Your Mobile Number
25
n
Download the App
4
n
Changing Your Language
25
n
Signing In
5
Updating Your Security Settings
26
6
n
Changing Your Password
26
Activating Your Card Reader
n
Pairing Your Card Reader with Your Mobile Device
6
n
Changing Your Authorization PIN
26
n
Activate Your Card Reader
10
n
Updating Your Verification Preference
27
12
Updating Your Merchant Settings
28
13
n
Viewing Your Merchant Profile
28
16
n
Viewing Your Card Readers
29
Performing a Sale
n
Catalogue Sale
Managing Your Product Catalogue
n
Searching the Product Catalogue
16
n
Updating a Card Reader’s Name
30
n
Adding a New Product
17
n
Replacing a Card Reader
30
n
Editing a Product
19
n
Reinitializing a Card Reader
31
n
Deleting a Product
19
n
Managing Taxes
32
n
Managing Categories
20
n
Setting Up Tips
34
22
n
Configuring Your Manual Entry Card Settings
34
24
n
Customizing Your Receipts
35
Reviewing Sales
n
2
Resending a Receipt
3
Welcome to Chase Mobile Checkout-PLUS
Getting Started
Chase Mobile Checkout-PLUS1 (CMC-PLUS) allows you to accept credit and debit
card payments2 with your Apple smartphone or tablet wherever your business takes
you in Canada.
In order to use Chase Mobile Checkout-PLUS, you will need to first set up
an account with Chase Paymentech. To speak with a Sales Representative,
please call 1.877.522.5533.
All you need is a Bluetooth enabled mobile device with the Chase Mobile Checkout-PLUS
app, our supported card reader, and a merchant account with Chase Paymentech to
experience the benefits of our newest mobile payment processing solution.
Once your account has been created, you will need to validate your
email address by clicking
on the
link within
the welcome
email.
Once your
account
has been
created, you
will need to validate your email add
Getting Started
In order to use CMC-PLUS, you will need to first set up an account with Chase
Paymentech. To speak with a Sales Representative, please call 1-877-522-5533.
by clicking on the link within the welcome email.
You will be asked to set the following to protect your account:
This user guide will introduce you to the Chase Mobile Checkout-PLUS Mobile App where
you will be able to accept debit and credit card payments with your card reader and track
your sales.
You will be asked to set the following to protect your account:
n
n
Password
- Password
Your password willYour
be password
used anytime
you sign in to
will be used anytime you sign in to the Merchant Portal or CMC-PLU
the Merchant Portal
or Chase
Mobile
App. Mobile Checkout-PLUS Mobile App.
- Verification Preference (two-factor authentication)
Verification Preference
(two-factor authentication)
When signing in from a new device or web browser, you will be asked to enter a
When signing in from a new device or web browser,
temporary verification code. The verification code will be sent to your email address
you will be asked mobile
to enter
a temporary verification code.
number based on your preference selection.
The verification code will be sent to your email address
or mobile number based on your preference selection.
Download the App
The CMC-PLUS Mobile App is available for iOS and can be downloaded from th
App Store by searching for CMC-PLUS.
Download the App
Once the CMC-PLUS
Mobile
has been
downloaded
to your device, you will
The Chase Mobile Checkout-PLUS
Mobile
App isApp
available
for iOS
and can be
need
to Store
sign inbytosearching
your account
beforeMobile
you can
use it.
downloaded from the
App
for Chase
Checkout-PLUS.
Don’t have an account?
If you do not have a Chase Mobile Checkout-PLUS account,
please visit https://en.chasepaymentech.ca/cmcplus/contact_sales
Once the Chase Mobile Checkout-PLUS Mobile App has been downloaded to
your device, you willSigning
need to sign
Inin to your account before you can use it.
or call 1.877.552.5533 to speak with a sales representative.
4
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
3 of 10
5
Activating
Reader
Activating
YourYour
Card Card
Reader
Signing In
Activating Your Card Reader
Once you have set up your account and received your card reader, you must
Once you
have set up your account and received your card reader, you must
activate it in order to accept Debit & Credit transactions.
activate it in order to accept Debit & Credit transactions.
Your Chase Mobile Checkout-PLUS account is secured using your registered
MC-PLUS
account is secured using your registered email address and
email address and password.
ord.
When signing into the Chase Mobile Checkout-PLUS Mobile App or Merchant
signing
into the CMC-PLUS Mobile App or Merchant Portal, you may also be
Portal, you may also be required to enter a (two-factor authentication) code
ed to sent
enter
a (two-factor
code sent to your email address or
to your
email addressauthentication)
or mobile phone number.
e phone number.
Once you have set up your account and received your card reader, you must
You willitneed
to pair
your card
reader
usingtransactions.
Bluetooth on your mobile device. Once
activate
in order
to accept
Debit
& Credit
You will successfully
need to pairpaired,
your card
using Bluetooth
on yourusing
mobile
youreader
can activate
your card reader
the CMC-PLUS Mobile
App.will
device. Once
successfully
paired,
activate
card reader
using
You
need to pair
your you
cardcan
reader
usingyour
Bluetooth
on your
mobile device. Once
successfully
paired, you canMobile
activate
your card reader using the CMC-PLUS Mobile
the Chase
Mobile Checkout-PLUS
App.
Ensure your card reader is charged for at least 15 minutes before continuing.
App.
Ensure your card reader is charged for at least 15 minutes before continuing.
Ensure your card reader is charged for at least 15 minutes before continuing.
n in to
theinapp:
To sign
to the app:
Pairing Your Card Reader with Your Mobile Device
Pairing
Reader
with Bluetooth
Your Mobile
Device
The pairingYour
processCard
requires
that you enable
on your iOS
device (iPhone,
1. Launch
the ChaseApp
Mobile
nch the
CMC-PLUS
onCheckout-PLUS
your device.App
PairingiPod
YourorCard
iPad). Reader with Your Mobile Device
on your device.
The pairing
requiresrequires
that youthat
enable
on youron
iOS
device
The process
pairing process
you Bluetooth
enable Bluetooth
your
iOS device (iPhone,
Access
the
Bluetooth
Menu:
iPod
or
iPad).
(iPhone, iPod or iPad).
2. Enter
your
Email Address
Password and
and
er your
Email
Address
and and
Password
click
the
Sign
In
button.
k the Sign In button.
1. Openthe
theBluetooth
settings menu
on your iOS device
Access
Menu:
and navigate to Bluetooth Settings. Ensure
Access the
Bluetooth
Bluetooth
isMenu:
turned
on. on your iOS device
1. Open
the settings
menu
When the Remember me check box is selected,
your email address is pre-populated the next time
the Remember me check box is selected,
you sign in from the same device.
and navigate to Bluetooth Settings. Ensure
Bluetooth
turned
1. Open the
settings is
menu
on on.
your iOS
device and navigate to Bluetooth Settings.
Ensure Bluetooth is turned on.
mail address is pre-populated the next time
gn in from the same device.
2. Your phone will be discoverable. The name
Note:
ot your password?
Forgot your password?
i
You can reset your password yourself on the Chase Mobile Checkout-PLUS Mobile App or call
can resetMerchant
your password
yourself on the CMC-PLUS Mobile App or
Support at 1.800.507.0782.
Merchant Support at 1-800-507-0782.
Setting your PIN
If this is your first time signing in, you will be prompted to set your 4 to 6 digit Authorization PIN.
ng your PIN
Your Authorization PIN is used as an additional security check if your password was incorrectly
multiple
times during
sign in.
s is yourentered
first time
signing
in, you
will be prompted to set your 4 to
it Authorization PIN.
6
Authorization PIN is used as an additional security check if your
2. Your phone
will phone
be discoverable.
The name
of your
will be displayed
in the
Bluetooth
Menu
as
shown
to
the
right.
of your
will bewill
displayed
in the Bluetooth
2. phone
Your phone
be discoverable.
The
name
of
your
phone
will
be
displayed
in
the
Menu as shown to the right.
Bluetooth Menu as shown to the right.
Turn on your Card Reader:
Turn on your Card Reader:
3. Press and hold the power button on the
side of your card reader. If the card reader
3. Press andis hold
theon,
power
button
onthe
thepower
side
already
holding
down
button
will reboot
it. reader is already on,
of your card
reader.
If the card
holding down the power button will reboot it.
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
Access the Functions Menu:
5 of 10
5 of 10
7
0 – Search Devices by pressing 0 on the card
reader. The card reader will begin to search
for your iOS device.
4. When you see the screen shown to the
right, open the Functions menu by pressing
F within 2 seconds.
the Functions
Access theAccess
Functions
Menu: Menu:
for device:
your iOS device:
Search forSearch
your iOS
If the Functions menu is not displayed, you can
4. When you see the screen shown to the
the
terminal
by
holding
the right,
power
4. Whenreboot
youright,
see
the
screen
shown
tomenu
the
open
the Functions
by pressing
button, and try again.
open the Functions
menu by pressing F within
F within 2 seconds.
7. In the Available Devices menu, select option
7. In the Available
Devices menu, select option 0 –
0 – Search Devices by pressing 0 on the card
Search Devices
by
pressing
0 on will
the begin
card reader.
reader. The
card reader
to search
for yourwill
iOSbegin
device.
The card Note
reader
to search for your
iOS device.
2 seconds.
If the Functions menu is not displayed, you can
reboot the terminal by holding the power
Note menu is not displayed, you can
If the Functions
button, and try again.
reboot the terminal by holding the power button,
To turn off your card reader, hold # and
and try again.
at the same time.
Note
NavigateNavigate
toTo
Bluetooth
Pairing:
turnto
offBluetooth
your
card Pairing:
reader, hold # and
at the same time.
5. In the Functions menu, navigate to option 4
5. In the Functions menu, navigate to option
- BT Pairing by pressing 4 on the card
4 – BT Pairing
reader.by pressing 4 on the card reader.
Quick Start Guide version 1.0
Updated 1/27/17
6. In the BT Pairing
i
Confirm Pairing Between Devices:
Your iOS device will be displayed on the card
The following
screens
willreader
be displayed
on your
reader.
The card
may discover
multiple
The
following
screens
will
be
displayed
on your
devices.
Use device.
the F2 and F3 keys to navigate
the Card Reader and iOS device.
Card Reader
and iOS
menu to find your iOS device.
to navigate
Chase Mobile Checkout-PLUS
8. Select your iOS device on the card reader.
Quick Start Guide version 1.0
7 of 10
Updated 1/27/17
6 of 10
menu, select option 2 – Pair
6. In the BTDevice
Pairing(iOS)
menu,
option
byselect
pressing
2 on the card
2 – Pair Device
(iOS)
by
pressing
2 on
reader.
Chase Mobile Checkout-PLUS
Access
the Functions
Menu:
the
card
reader.
Quick
Start
Guide
version
1.0
6 of 10
The following screens will be displayed on your Card Reader and iOS device.
Updated 1/27/17
4. When you see the screen shown to the
right, open the Functions menu by pressing
F within 2 seconds.
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
7 of 10
YouYou
must
must
confirm
confirm
thethe
pairing
pairing
request
request
on on
both
both
thethe
card
card
reader
reader
andand
iOSiOS
devices.
devices.
You must confirm the pairing request on both the
card
reader
andReader
iOS
devices.
9. Press
9. Press
OKOK
on on
the
the
Card
Card
Reader
If
the Functions
menu iOS
is notdevice:
displayed, you can
Search
for your
reboot the terminal by holding the power
button, and try again.
7. In the Available Devices menu, select option
0 – Search Devices by pressing 0 on the card
reader. The card reader will begin to search
Note: Note
for your iOS device.
To turn To
offturn
your
reader,
hold
# and
]atatthethe
same
off card
your card
reader,
hold
# and[
same
time.time.
Note Pairing Between Devices:
Confirm
Your iOS device will be displayed on the card reader.
For iOS
your
card
reader
to
find your
The card reader
may
discover
multiple
devices.
Use
Your
device
will be
displayed
oniOS
thedevice,
card ensure the Bluetooth
settings
on
your
iOS
device
is
open
and
Bluetooth is turned on.
the F2 andreader.
F3 keys
navigate
menu
to find
your
Thetocard
readerthe
may
discover
multiple
devices. Use the F2 and F3 keys to navigate the
iOS device.
8. Select 8.
your
iOS device on the card reader.
Select your iOS device on the card reader.
can
use
the Reader:
F2 buttons
and
F3 navigate
buttons
to
You can You
use
the
F2
and
F3
to navigate
up 4
Turn
onthe
your
Card
5. In
Functions
menu,
tonavigate
option
up
and
down
in
the
menu.
and down in-the
menu. by pressing 4 on the card
BT Pairing
Access
the Pair
Device Menu:
Chase
Mobile
Checkout-PLUS
Access
the
Menu:
upPair
andDevice
down in
the menu.
i
Confirm Pairing Between Devices:
menu to find your iOS device.
Navigate to Bluetooth Pairing:
3. Press and hold the power button on the
reader.
side of your card reader. If the card reader
is already on, holding down the power
button
reboot
You
canwilluse
theit.F2 and F3 buttons
i
For your card reader to find your iOS device, ensure the Bluetooth
settings on your iOS device is open and Bluetooth is turned on.
i
10. 10.
Press
Press
PairPair
on on
thethe
Mobile
Mobile
Device
Device
i
Note:
For your
card reader to find your iOS device, ensure the Bluetooth settings
Verify
Verify
Bluetooth
Bluetooth
Connection:
Connection:
on your iOS device is open and Bluetooth is turned on.
Navigate to Bluetooth Pairing:
8
5. In the Functions menu, navigate to option 4
Note
- BT Pairing by pressing 4 on the card
If the
If the
Bluetooth
Bluetooth
pairing
pairing
request
request
waswas
successful,
successful,
on on
your
your
iOSiOS
device
device
youyou
willwill
seesee
Connected
Connected
besides
besides
thethe
card
card
reader
reader
name
name
in the
in the
Bluetooth
Bluetooth
settings
settings
menu.
menu.
11. 11.
On On
thethe
card
card
reader
reader
press
press to exit
to exit
thethe
Bluetooth
Bluetooth
pairing
pairing
menu
menu
andand
return
return
to to
9
follow the instructions below.
9.
Activate Your Card Reader
Activate
Your Card
Viewing the Card
Reader Status:
Press OK on the Card Reader
must
confirm
pairing
request
both
card
reader
devices.
st confirm
thethe
pairing
request
on on
both
thethe
card
reader
andand
iOSiOS
devices.
10. Press Pair on the Mobile Device
You must confirm the pairing request on both the card reader and iOS devices.
Card
Reader
sess
OKOK
on on
thethe
Card
Reader
9. Press OK on the Card Reader
Press
Pair
Mobile
Device
ss Pair
on on
thethe
Mobile
Device
10. Bluetooth
Press Pair on
the Mobile Device
Verify
Connection:
If the
Bluetooth
pairing
request was successful, on
Verify
Bluetooth
Connection:
fy Bluetooth
Connection:
Bluetooth
Connection:
your iOS device you will see Connected besides the
the Bluetooth
pairing
request wassettings
successful,
on your iOS device you will see
cardIfpairing
reader
name
in the
Bluetooth
menu.
euetooth
Bluetooth
pairing
request
successful,
your
device
request
waswas
successful,
on on
your
iOSiOS
device
youyou
willwill
seesee
Connected besides the card reader name in the Bluetooth settings menu.
nected
besides
card
reader
name
in the
Bluetooth
settings
menu.
cted
besides
thethe
card
reader
name
in the
Bluetooth
settings
menu.
11. 11.
On On
thethe
card
reader
]totoexit
exitthethe
card
readerpress
press[
Bluetooth pairing menu and return to
the default
information
screen.
On
card
reader
press
toand
exit
the
Bluetooth
pairing
menu
return
thethe
card
reader
press
to exit
the
Bluetooth
menu
andand
return
to to
Bluetooth
pairing
menu
return
to the pairing
he
default
information
screen.
default
information
screen.
default information screen.
Reader
Now
that youYour
have paired
your card reader, launch the CMC-PLUS Mobile App
Activate
Cardwith
Reader
Now that you
haveusing
paired
with your card reader, launch the
log in open
your
1. To view card readerand
status,
theusername and password.
Chase Mobile Checkout-PLUS Mobile App and log in using your
application menu. You
canyou
dohave
thispaired
by with your card reader, launch the CMC-PLUS Mobile App
Now that
username
and
password.
The
app
may automatically detect your card reader and activate it. Otherwise,
and log in using
and password.
swiping the application
theyour
leftusername
edge of
followfrom
the instructions
below.
the screen to The
theapp
right
or
by
the
mayapp
automatically
detect
your
reader
and activate
it.
The
maypressing
automatically
detectcard
your
card reader
and activate
it. Otherwise,
Viewing the Card Reader Status:
menu icon. Otherwise,
follow
the
instructions
below.
follow the instructions below.
2.
1. To view card reader status, open the
Viewing
the Card
Reader
Status:
application
menu.
You can
do this by
swiping
the
application
from
the left edge of
Viewing 1.
theToCard
Status:
viewReader
card reader
status, open the
the screen to the right or by pressing the
application menu. You can do this by
icon. to launch the
Press Connect a cardmenu
reader
the application
from
left edge of
1. To view swiping
card reader
status, open
thethe
application
card reader Pairing
Wizard.
the screen to the right or by pressing the
menu. You can do this by swiping the application
menu icon.
from the left edge of the screen to the right or
2. Pressthe
Connect
a card reader to launch the
by pressing
menu icon.
4. The card reader will begin
activate.
will
cardto
reader
Pairing You
Wizard.
see a screen similar
to2.Connect
the
picture
shown
to the
Press
Connect
a cardtoreader
tothe
launch
2. Press
a card reader
launch
card the
card
reader
Pairing
Wizard.
right.
reader Pairing Wizard.
Note
If the pairing process is unsuccessful, you can try again by searching for
the device from the card reader. See Search for Your iOS Device.
te
he
pairing
process
is unsuccessful,
again
searching
pairing
process
is unsuccessful,
youyou
cancan
trytry
again
by by
searching
forfor
Chase Mobile Checkout-PLUS
device
from
the
card
reader.
See
Search
for
Your
iOS
Device.
evice
from
the
card
reader.
See
Search
for
Your
iOS
Device.
Quick Start Guide version 1.0
8 of 10
i
ii
of 10
8 of810
If the pairing process is unsuccessful, you can try again by searching for the device
from the card reader. See Search for Your iOS Device.
you can skip the pairing steps. Press Start/Next
until you reach the last page and select Scan for
4. The cardCard
reader
will begin to activate. You will see
Reader
a screen similar to the picture shown to the right.
5. The activation process may take a few minutes. Once
it is completed, you will see a confirmation screen.
The card reader status will display Ready for Use.
Updated 1/27/17
ckout-PLUS
ut-PLUS
Note:
version
sion
1.0 1.0
3. If you have already paired with the card reader,
3. If you have already paired with the card reader,
you can skip the pairing
steps.
Presspaired
Start/Next
3. If you
have already
with the card reader,
you can skip the pairing steps. Press Start/Next
you
can
skip
the
pairing
steps.
Press Start/Next
until you reach the
page
select
until last
youuntil
reach
theand
last page
andScan
select for
Scan for
you reach the last page and select Scan for
If you have already paired with the card reader,
Card Reader Card 3.
Reader.
Card Reader
5. The activation process
may
take
few minutes.
6. The card
reader
willadisplay
a welcome screen
Once it is completed,
you
will
see
a
confirmation
when
activation
is
complete.
Chase Mobile Checkout-PLUS
Quick
Start Guide
version 1.0
9 of 10
screen. The card
reader
status
will display Ready
Updated 1/27/17
You
are
now
ready
to
accept
Debit
&
Credit
payments!
for Use.
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
10
Chase Mobile Checkout-PLUS Updated 1/27/17
Quick Start Guide version 1.0
9 of 10
11
9 of 10
rforming a Sale
Catalogue Sale
Performing a Sale
that you have activated your card reader, you are ready to accept Debit &
t transactions.
Performing a Sale
Now that you have activated your card reader, you are ready to accept
Debit & Credit transactions.
re starting a sale, confirm:
Now that you have activated your card reader, you are ready to accept Debit &
Before starting
a sale, confirm:
Credit transactions.
green checkmark
on the menu icon is
A
displayed
nA green
checkmark
theconfirm:
Before
starting aonsale,
The cardmenu
reader
reads Ready for
icon status
is displayed
 A green checkmark on the menu icon is
Use.
displayed
 The card reader status reads Ready for
Ready for Use.
Use.
nThe card reader status reads
Catalogue Sale
Catalogue
You may perform
a sale withSale
products from your catalogue.
You
may perform
a saleproducts
with products
from
yourcatalogue.
catalogue.
You may aperform
a sale
with
from
your
To perform
catalogue
sale:
Toaperform
a catalogue
To perform
catalogue
sale: sale:
1. Select Catalogue Sale to display a list of the
products you have available for sale.
1. Select Catalogue
to display
listthe
of
1. Select Catalogue
Sale toSale
display
a lista of
the products
you have available
products you
have available
for sale.for sale.
To manage your products and services, see
Product
Catalogue.
Managing Your
manage
your
products and services, see Managing
To manageToyour
products
and services, see
Your Product Catalogue.
Managing Your Product Catalogue.
can sell products by selecting Catalogue Sale or
You can sell manually
products byby
selecting
Catalogue
or
Sale.
a transaction
selecting
EnterSale
You can
sellmanually
products
byselecting
selecting
Catalogue
enter
a transaction
by
Sale. Sale or
can be
accessed
from
the home
screen.Enter
Adding Products to your Cart
a transaction manually by selecting Enter Sale.
This can enter
be accessed
from the home screen.
This can be accessed from the home screen.
2. A
dd products to your cart by selecting the item
in the catalogue. You can adjust the quantity of
Products to your Cart
an item in the cart in 2 ways:
Adding
Adding Products to your Cart
2. Add products
to your
by selecting
n
Press cart
a product
to increase the
the item in
2. Add
products
to
youradjust
cart
bythe
selecting
theofitem
the
catalogue.
You
can
quantity
an in
quantity
for sale.
the
can
adjust
the
quantity
item
in catalogue.
thecart
inYou
2 ways:
n
Use
the
roller
to the
right
of the of an
item in the cartproduct
in 2 ways:
item, swiping up and down

to adjust
the number
items in for
Press a product
to increase
theofquantity
the cart.
Press a product
to increase the quantity for
sale.
sale.

Use the roller to the right of the product item,
the checkmark
on the
left side
of the item.
Usepressing
the
to thetoright
of the
swiping
up roller
and down
adjust
theproduct
numberitem,
of
swiping up and down to adjust the number of
items in
3. the
Aftercart.
selecting your products for sale, press the
items
in the
cart.
To remove the item from the cart, de-select it by
cart icon to continue.
To remove the item from the cart, de-select it by
To remove the item from the cart, de-select it by
pressing the checkmark on the left side of the item.
pressing the checkmark on the left side of the item.
Chase Mobile Checkout-PLUS
12
Mobile
App User Guide version 1.1
Updated 1/27/17
2 of 36
3. After selecting your products for sale, press the
3. After selecting your products for sale, press the
iconicon
to continue.
cartcart
to continue.
13
ng Payment
the payment
method
for your sale:
Accepting
Payment
4. Select the payment method for your sale:
sh
ing Payment
n
Cash
rd
n
anual
Entry Cardmethod for your sale:
t the payment
n
Cash:
Selecting Cash will allow you to record your
payment. The merchant will be responsible for
collecting
cash and dispensing the correct
Cash: Selecting Cash will allow you to
record your
change.
payment. The merchant will be
responsible for
collecting cash and dispensing the correct
change.
Manual Entry
, Card, and Manual Entry sections below for
Cash
See Cash, Card, and Manual Entry sections below for
ails. more details.
Card
Cash:
Cash
will
allow
youyou
to record
your
Cash:Selecting
Selecting
Cash
will
allow
to
payment. The merchant will be responsible for
record your payment. The merchant will
collecting cash and dispensing the correct
be responsible
change. for collecting cash and
dispensing the correct change.
Manual Entry
adjust
the
for salefor
using
the the
You
mayquantities
adjust the quantities
sale using
rollerand
tothe
the
right
of the
item.
To remove
an itemfor
he
right
of
item.
To
remove
an item
h, Card,
Manual
Entry
sections
below
from
the
cart,
slide
it
to
the
left,
and
select
Delete.
cart,
slide
it
to
the
left,
and
select
Delete.
etails.
y adjust the quantities for sale using the
the right of the item. To remove an item
Sending a Receipt
e cart, slide it to the left, and select Delete.
Card:
a Receipt
Once the transaction is completed a summary
page will be displayed.
transaction is completed a summary page
splayed.
5. Choose to send a receipt to the customer
Selecting
Card:
Selecting Card will allow
you to
accept a Card will allow you to accept a
Selecting
Card will allow you to
Selecting Card will allow youCard:
to accept
a
Debit or Credit payment.
Debit or CreditCard:
payment.
Debit or Credit payment.
accept a Debit or Credit payment.
The card reader will display the Card Read
The card reader will display the Card Read
card reader
will display
The card
display
the Card
Readthe Card Read
screen, allowing the user to Insert,
Tap orreader will The
allowing
allowing
theTap
useror
toscreen,
Insert, Tap
or the user to Insert, Tap or
screen, allowing the screen,
user to
Insert,
Swipe their card.
Swipe their card.
Swipe their card.
Swipe their card.
ng a Receipt
via Email and/or Mobile Number, or continue
without
sendingto
a receipt.
a receipt
the customer via
e to send
Manual Entry:
e
transaction
is
completed
a summary
page
and/or Mobile Number, or continue
without
displayed.
g a receipt.
se to send a receipt to the customer via
l and/or Mobile Number, or continue without
ing a receipt.
Manual
Entry: Use
the
enter the
thecustomer’s
customer’scredit
Use the card reader to manually enter
the customer’s
credit
Entry:
Use
the card
card reader
reader to
to manually
manually enter
Manual
card number.
credit card number.
card number.
Manual Entry:
Use the card reader to manually enter the customer’s credit
The card reader will prompt thecard
merchant
to collect the
reader
prompt to
thecollect
merchant
collect the
number.
The card
readerThe
willcard
prompt
thewill
merchant
the to
following:
following:
following:
The card reader will prompt the merchant to collect the
following:
Card Number
14
Chase Mobile Checkout-PLUS
Expiration Date
Card Number
CVD (On Back of Card)
Chase Mobile Checkout-PLUS
Mobile App User Guide version 1.1
Expiration Date
CVD (On Back of Card)
15
2 of 36
Managing Your Product Catalogue
Managing
anaging Your
YourProduct
ProductCatalogue
Catalogue
You can manage your commonly sold products and services within the
Chase Mobile Checkout-PLUS Mobile App by accessing your product catalogue.
u
can
can
manage
manage
your
your
commonly
commonly
sold
sold
products
products
and
and
services
services
within
within
the
the
CMC-PLUS
CMC-PLUS
obile
ile App
App
by
by
accessing
accessing
your
your
product
product
catalogue.
catalogue.
If your business has staff users, they will be able to access and sell products
from your catalogue, but will not be able to make changes to it.
users,
users,
they
they
will
will
bebe
able
able
toto
access
access
and
and
sell
sell
products
products
from
from
ur
our
business
business
has
has
staff
staff
ur
catalogue,
catalogue,
but
but
will
will
not
not
bebe
able
able
toto
make
make
changes
changes
toto
it.it.
Searching
the Product
Catalogue
earching
arching
the
theProduct
Product
Catalogue
Catalogue
The products in the catalogue are sorted by name in alphabetical order. If you
e
products
products
inin
the
the
catalogue
catalogue
are
are
sorted
by
by
name
name
inin
alphabetical
alphabetical
order.
order.
If reveal
If
you
you
are
are
are having
trouble
finding
a sorted
product,
you
can pull
down
on the screen
to
ng
ving
trouble
trouble
finding
finding
a product,
you
you
can
can
pull
pull
down
down
onon
the
the
screen
screen
toto
reveal
reveal
the
the
the search
bar.a product,
arch
ch bar.
bar.
Adding a new Product
Adding a new Product
To add a new product:
To add a new product:
1. Go to Product Catalogue from the menu button.
1. Go to Product Catalogue from the menu button.
to the following sections below for
2. Press Add. Refer
2. Press Add. Refer to the following sections below
more details: for more details:



Applying
a Tax
n Applying a Tax
anProduct
Assigning
Product to Categories
Assigning
toaCategories
n Adding an Image
Adding an Image
3. Once
you have
defined
the values
for your
product,
3. Once you have
defined
the
values
for your
product,
press Save to add it to your Catalogue.
press Save to add it to your Catalogue.
Applying a Tax
Applying a Tax
You can add a tax to your new product.
You can add aTo
tax
to your new product.
apply a tax:
To apply a tax:1. Go to Product Catalogue from the menu button.
1. Go to Product
Catalogue
from
the menu
button.
2. Select
the product
or service
you would
like to apply tax for.
2. Select the product
or service
would
like
apply
tax for.
3. Select Applicable
Taxyou
to display
a list
of to
taxes
configured
for your business. See Managing Taxes for more information.
3. Select Applicable Tax to display a list of taxes configured for your business. See
4. Select
applicable
taxes, and press Done to apply it
forthe
more
information.
Managing Taxes
to the product.
4. Select the applicable taxes, and press Done to apply it to the product.
16
17
Editing a Product
Assigning a Product to Categories
To help organize your catalogue, you can assign products to categories.
To assign a product to a category:
1. Go to Product Catalogue from the menu button.
2. Select the product or service you would like to assign a category to.
You may edit a product by selecting it from your product catalogue.
Editing a Product
You may edit a product by selecting it from your product catalogue.
The view will be similar to adding a product. However, you will have the option to
You may edit aproduct.
product by selecting it from your product catalogue.
Enable/Disable
The view will beasimilar
to adding a product. However, you will have the option to
Enable/Disable a product.
The view
similaratoproduct
adding a ifproduct.
youavailable
will have the
to
it is notHowever,
currently
for option
sale. Disabling
You may
wishwill
tobe
disable
Enable/Disable
aitproduct.
a product
will hide
froma the
list when
a catalogue
sale.
product
if it isperforming
not currently
available for
sale. Disabling
You
may wish
to disable
a product will hide it from the list when performing a catalogue sale.
You may wish to disable a product if it is not currently available for sale. Disabling
a product will hide it from the list when performing a catalogue sale.
3. S elect Categories to display a list of categories configured for your merchant
account. See Managing Categories for more information.
Deleting a Product
Deleting a Product
Deleting
a Product
You can
delete a product
to remove it from the catalogue.
4. Select the applicable categories, and press Done to apply it to the product.
You can delete a product to remove it from the catalogue.
You can
delete a product to remove it from the catalogue.
a product:
To delete
To delete a product:
a product:
1. GoTotodelete
Product
Catalogue from the menu button.
Adding an Image
You can add an image to your new product. The image will appear in your
product catalogue.
1. Go to Product Catalogue from the menu button.
1. Gothe
to Product
Catalogue
fromtothe
menuthe
button.
2a. Slide
product
to the left
reveal
delete
to remove
it from
the
Delete
2a. button.
Slide thePress
product
to the
left to reveal
the
delete
2a. Slide the product to the left to reveal the
catalogue.
button. Press Delete to remove it from the
delete button. Press Delete to remove it from
catalogue.
the catalogue.
To add an image:
1. Go to Product Catalogue from the menu button.
2. Select the product or service you would like to add an image to.
3. Press the price tag icon or current image. You will see 2 options:
2b. P
ress the Delete link to reveal the trash can
icon
to thelink
products.
Pressthe
thetrash
trash can
icon icon
to reveal
2b. Press thenext
Delete
delete
the product.
Select
Done
to hide
nextto
tothe
theDelete
products.
Press
the
trash
icon
toicon
link to
reveal
the
trash
can
2b. Press
the
trash
icon.
to hide
the
delete
Select
next tothe
theproduct.
products.
PressDone
the trash
icon
to
trash
icon.
delete the product. Select Done to hide the
trash icon.
nCapture Image: Use your mobile device’s camera to take a picture of
the product
n
Choose Image: Select an image from the gallery on your mobile device.
Note: Remove Image will be displayed, if an image is present.
18
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Mobile App User Guide version 1.1
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Updated 1/27/17
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19
Managing
Categories
Managing
Categories
Editing a Category
Categories allow you to organize your catalogue more efficiently.
Categories allow you to organize your catalogue more efficiently. You can manage
You can manage
your categories from the Product Catalogue page.
your categories from the Product Catalogue page.
You can edit a category you have previously set up including
the category name and products the category applies to.
To manageToyour
categories:
manage
your categories:
To edit a category:
1. Go toCatalogue
Product Catalogue
menu
1. Go to Product
from the from
menuthe
button.
1. Select a category in the list to edit it.
2. Press All
list of existing
Items toa display
a list of existing
2. Items
Press to
All display
and the
to categories.
manage
categoriescategories
and the option
tooption
manage
2. U
pdate the Category Name or choose
the Applicable product(s) and press Save.
button.
categories.
3. Press Manage
Categories to access the
3. Press Manage Categories to access the
category page.
category page.
Deleting a Category
Deleting a category is similar to deleting products.
Adding a Category
Adding
Category
You can add
a newacategory
to help group and organize your products.
You can add a new category to help group and organize your products.
To add a category:
To add a category:
To delete a category:
1. S wipe the category to the left to reveal
the Delete button, or select the Delete
link to reveal the trash icon.
1. Select Add.
1. Select Add.
2. Enter a Category Name, choose the
2. Enter a Category Name, choose the Applicable product(s) and press Save.
Applicable product(s) and press Save.
Chase Mobile Checkout-PLUS
Mobile App User Guide version 1.1
Updated 1/27/17
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2 of 36
21
viewing Sales
Reviewing Sales
CMC-PLUS, you can track daily sales statistics performed by you or your staff.
The Sales
History
you toareview
list of previous
your previous
sales.You can click
The Sales History
allows
youallows
to review
list ofa your
sales.
You can click on a transaction to see more detail and resend a receipt.
on a transaction to see more detail and resend a receipt.
provides
real-time summary
of your
including
total sales,
Dashboard
With Chase
MobileaCheckout-PLUS,
you can track
dailysales,
sales statistics
performed
by
you orand
yourtips.
staff.You can view the information by payment type or by the
When you need to find a specific transaction, you can browse by date
ds, taxes
When you need to find a specific transaction, you can browse by date the
the transaction was performed.
member that conducted the transaction.
transaction was performed.
The Dashboard provides a real-time summary of your sales, including total sales,
taxes and tips. You can view the information by payment type or by the
cess refunds,
the Dashboard:
staff member that conducted the transaction.
ck on Dashboard from the menu button. The
To access the Dashboard:
nsaction summary for today and all users are
played.
To access your Sales History:
To access your Sales History:
1. Click on Sales History from the menu button.
1. Click on Sales History from the menu button.
1. Click on Dashboard from the menu button.
The transaction summary for today and all users
tionally,areyou
can also view only the summary of
displayed.
ur transactions by swiping to the right.
2. Optionally, you can also view only the summary
of your transactions by swiping to the right.
Need to find a past transaction? You can track your historical transactions
to find
ast 18 months.
22
Cash, Credit or Debit
Amount:
Total amount for the transaction including taxes and tips.
Voids and refunds are displayed in red.
Payment Type:
Cash, Credit or Debit
Order Number:
Unique order number for the transaction
Unique order number for the transaction
Order Number:
Time:
Time the transaction was performed
Amount:
Total amount for the transaction including taxes and tips.
Time the transaction was performed
Time:
Voids and refunds are displayed in red.
Note:
from
the transaction?
past 18 months.
a past
Payment Type:
You can track your historical transactions from
23
sionally, a customer may request that you send them a receipt from a past
Resending
Receipt
action.
You can findathe
customer’s receipt from the Sales History screen.
Updating Your Account Profile
Occasionally,
a customer
that youemail
send them
a receipt
a past
an resend
the PDF
receiptmay
to arequest
customer’s
address
orfrom
mobile
number.
You when
can findsending
the customer’s
the Sales
History screen.
eceipttransaction.
is attached
to anreceipt
emailfrom
address.
A secure
link is
You
can resend the
the PDF
receipt
to a customer’s
address ornumber.
mobile number.
ded to
download
receipt
when
sending email
to a mobile
To change the name associated to your account, please call
Merchant Support at 1.800.507.0782.
send a receipt:
Changing Your Mobile Number
The receipt is attached when sending to an email address. A secure link is
provided to download the receipt when sending to a mobile number.
To resend a receipt:
to Sales History from the menu button.
1. Go to Sales History from the menu button.
owse for the particular transaction you would
e to send
a receipt
2. Browse
for the for.
particular transaction you would
Your mobile number can be used for two-factor authentication
when signing in.
To change your mobile number:
like to send a receipt for.
ess on the transaction to view the details.
3. Press on the transaction to view the details.
ter the customer’s email address and/or mobile
Enterpress
the customer’s
email address and/or
mber4.and
Send Receipt.
1. G
o to Settings > User Settings > Personal Profile
from the menu button.
2. Press on your mobile number to change it.
mobile number and press Send Receipt.
3. Enter your new Mobile Number and press Save.
Changing Your Language
The Chase Mobile Checkout-PLUS Mobile App can be viewed in either English or
French.
To change your language:
1. Go to Settings > Language from the menu button.
2. Select English or French and press Save.
24
25
Updating Your Security Settings
Changing Your Password
Your password is required to sign in to the Chase Mobile Checkout-PLUS Mobile App
and Merchant Portal.
To change your password:
1. G
o to Settings > User Settings > Change Password
from the menu button.
2. Enter your Current Password and New Password and press Save.
Changing Your Authorization PIN
Updating Your Verification Preference
Two-factor authentication provides an extra layer of security to your account.
As an additional security check, you will be asked to enter a temporary verification
code when you sign in on a new device/browser or when you request your
password or Authorization PIN to be reset.
The verification code will be sent to either your Email or your Mobile Number
based on your preference.
To update your verification preference:
1. G
o to Settings > User Settings > Verification Preference
from the menu button.
2. Choose Email or Mobile Number and press Save.
Your Authorization PIN (set up when you first signed in) is used as an additional
security check if your password was incorrectly entered multiple times during sign in.
To change your authorization PIN:
1. G
o to Settings > User Settings > Change Authorization PIN
from the menu button.
2. Enter your Current Authorization PIN and New Authorization PIN
and press Save.
Note:
The language you select is saved for both the Mobile App and
Merchant Portal.
26
27
ur Merchant Settings
Updating Your Merchant Settings
erchant
Profile
Viewing
Your Merchant Profile
To change the name or address associated to your merchant profile,
address associated to your merchant profile, please call
please call Merchant Support at 1.800.507.0782.
800-507-0782.
To view your merchant profile:
profile:
1. Go to Settings > Merchant Settings > Merchant Profile
chant Settings
Merchant
from the >
menu
button. Profile from the menu button.
Viewing Your Card Readers
Viewing Your Card Readers
Card readers
are used in conjunction with the CMC-PLUS Mobile App to proce
Card readers are used in conjunction with the Chase Mobile Checkout-PLUS
debit and
credit
Mobile
App topayments.
process debit and credit payments.
Thereader
card reader
screen lists
card
readers
that are that
associated
your merchant
The card
screen
liststhe
the
card
readers
are to
associated
to your
account,
including
information
such
as,
name,
serial
number
and
status.
merchant account, including information such as, name, serial number and sta
To view your card readers:
To view your card readers:
1. Go to Settings > Merchant Settings > Card Readers
1. Go to Settings
> Merchant
Settings > Card Readers from the menu button.
from the menu
button.
Updating a Card Reader’s Name
You can assign a user-friendly alias name to each card reader for easier
identification on the CMC-PLUS Mobile App and Merchant Portal.
28
To update a card reader’s name:
29
Updating a Card Reader’s Name
Reinitializing
a Card
Reader
Reinitializing
a Card
Reader
You can assign a user-friendly alias name to each card reader for easier
identification on the Chase Mobile Checkout-PLUS Mobile App and
Merchant Portal.
If your card reader’s Bluetooth connection to your iOS device is good
you are unable
to perform
transactions,
you can
trydevice
reinitializing
If your cardbut
reader’s
Bluetooth
connection
to your
iOS
is good but you are
your card reader.
unable to perform
transactions, you can try reinitializing your card reader.
To update a card reader’s name:
To reinitialize
a card reader:
a card reader:
To reinitialize
1. G
o to Settings > Merchant Settings > Card Readers
from the menu button.
1. Go to Support from the menu button.
1. Go to Support from the menu button.
2. Press Initialize Now.
2. Press on the card reader you would like to update
the name for.
3. Enter the new Alias (Name) and press Save.
2. Press Initialize Now.
3. The initialization process may take a few
3. The initialization
take ayou
few
minutes.process
Once it is may
completed,
willminutes.
see
Once it is completed,
you
will
see
a
confirmation
a confirmation screen. The card reader
screen. The
card
reader
will
display Ready
status
will
display status
Ready for
Use.
for Use.
Replacing a Card Reader
Before you can replace your card reader, you must remove the old one
from your merchant profile.
To remove a card reader:
1. G
o to Settings > Merchant Settings Card Readers
from the menu button.
2. Press Deactivate.
3. Press the trash can icon next to the card reader you would
like to deactivate and confirm the deactivation.
30
31
Managing Taxes
Adding a Tax
Disabling a Tax
You can temporarily disable a tax.
To disable a tax:
You can add taxes to your products.
To add a tax:
1. G
o to Settings > Merchant Settings > Taxes
from the menu button.
1. G
o to Settings > Merchant Settings > Taxes
from the menu button.
2. Press the tax you would like to disable.
3. Switch the Enable toggle off and press Save.
2. Press Add to display the add tax screen.
3. S elect the tax type, enter the tax percent, choose the
applicable products and press Save.
Deleting a Tax
The add tax screen will automatically be displayed if no taxes have been set up.
You can permanently delete a tax.
To delete a tax:
Editing a Tax
You can edit a tax you have previously set up including the type, percentage,
and products the tax applies to.
To edit a tax:
1. G
o to Settings > Merchant Settings > Taxes
from the menu button.
2. Press Delete.
3. P
ress the trash can icon next to the tax you would
like to delete and confirm the deletion.
1. G
o to Settings > Merchant Settings > Taxes
from the menu button.
2. Press the tax you would like to edit.
3. U
pdate the tax type, tax percent, or applicable products
and press Save.
32
33
Customizing Your Receipts
Customizing Your Receipts
Setting
Up Tips
Setting Up Tips
Do you and your staff collect tips when you make a sale?
Do you and your staff collect tips when you make a sale?
You can confi
your cardyour
reader
toreader
prompttothe
customer
with the with
option
You gure
can configure
card
prompt
the customer
thetooption to
add a tip when
a transaction.
add a processing
tip when processing
a transaction.
enable tips:
To enableTo
tips:
1. Go to Settings > Merchant Settings > Transaction Settings from the menu
1. Go to Settingsbutton.
> Merchant Settings >
Transaction Settings from the menu button.
You may
add a custom
message
to the
bottomof
of your
your receipts.
You may add
a custom
message
to the
bottom
receipts. This is a great
This is a a
great
place toto
include
message to your customers.
place to include
message
youracustomers.
To enter
your message:
message:
To enter your
to Settings
> ReceiptSettings
Settings from
thethe menu
1. Go1.toGo
Settings
> Receipt
from
menu button.
button.
2. Type your message.
2. Switch the Enable Tips toggle on and press
Save. Tips toggle on and press Save.
2. Switch the Enable
Configuring Your Manual Entry Card Settings
Configuring Your Manual Entry Card Settings
The Manual Card Entry feature allows you to manually key in card numbers on the
2. Type your message.
3. Optionally, press the View Preview link to see
3. Optionally,
press the View Preview link to see a
a sample of the receipt with your custom message.
sample
of the
theX receipt
withthe
your
custom
message.
Press
icon to close
preview
window.
Press the X icon to close the preview window.
4. Press the Save button.
4. Press the Save button.
The Manual
Card
Entry
you to manually key in card numbers on the
card
reader
tofeature
performallows
transactions.
card reader to perform transactions.
To enable manual entry:
To enable manual entry:
Tip
1. Click on Settings > Transaction Settings
menu button.
2. Select On in the Enable Manual Entry
The custom message is a good place to display your business tax
number.
1. Click on Settings > Transaction Settings
menu button.
dropdown menu and click the Save button.
i
2. Select On in the Enable Manual Entry dropdown
menu and click the Save button.
If the Manual Entry feature is enabled, you may
choose to collect CVD (the 3-4 digit code on the back of the card) or AVS (the
If the Manual
Entry feature
is enabled,
youperforming
may choose
to collect
CVD (the
3–4protection.
digit
customer’s
billing address)
while
a sale
for additional
fraud
code on the back of the card) or AVS (the customer’s billing address) while performing
a sale for additional fraud protection.
Tip:
Chase Mobile Checkout-PLUS
Mobile App User Guide version 1.1
Updated 1/27/17
34
The custom message is a good place to display your business
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tax number.
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The Information You Need,
When You Need it.
For Guides and Helpful Information:
chasepaymentech.ca/welcome
Call Merchant Support 24/7:
1.800.507.0782
Chase Mobile Checkout-PLUS is available to Canadian Merchants accepting transactions within Canada only. Chase Mobile
Checkout-PLUS requires a compatible Apple smartphone or tablet with cellular or Wi-Fi® network connection, the
Chase Mobile Checkout-PLUS application, a merchant services account with Chase Paymentech, and a Chase Mobile
Checkout-PLUS supported PIN Pad. There is no charge to download the Chase Mobile Checkout-PLUS app, but there may be
charges associated with the purchase and shipment of the PIN Pad. When using the app, message and data rates may apply. Such
charges include, but are not limited to, those from your communications service provider. In addition, all applicable processing
fees outlined in the merchant services contract with Chase Paymentech will be assessed for all transactions initiated through the
app. 2All merchants are required to complete a more detailed application, and agree to terms and conditions, at the time of
enrollment. All merchants are subject to credit approval. TMTrademark of Paymentech, LLC, Chase Paymentech Solutions
authorized user. All other trademarks, registered trademarks, product names and logos identified or mentioned herein are the
property of Paymentech, LLC, or their respective owners. © Copyright 2017, Paymentech, LLC. All Rights Reserved. Apple and App
Store are registered trademarks of Apple, Inc. SM Trademarks of Paymentech LLC Chase Paymentech Solutions authorized user.
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