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Chase All-in-One Card Reader

Accept payments in person at your counter or as you move about your store with our all-in- one card reader solutions.

Need help setting up & pairing a card reader?

 

Use the tabs below for step-by-step instructions for the Desk/5000 and Move/5000

Download a printable Set Up Guide (PDF).

 

Follow these steps to set up your card reader and get started. Refer to the downloadable guide above for images.

 

1. Unpack your card reader and accessories

 

Important: Your card reader must be powered off during setup to avoid issues.

 

2. Connect PIN pad (if applicable)

 

Note: Your card reader arrives with the power and internet cables already connected. Reference these instructions if you need to disconnect/reconnect the cables.

  • Power — Connect the power cord from power adapter to the power port on the Magic Box (lightning bolt symbol).
  • Ethernet — Connect the Ethernet cable from the switch or other internet access point to the ETH port on the magic box.

 

3. If using a PIN Pad accessory

  • Open the cable cover. On the bottom of the reader, unclip the cover by pushing on the clip with your finger. Then lift the cover up and to the rear of the terminal.
  • Connect the USB PIN Pad cable to the USB Host Port on the card reader.
  • With the power disconnected, make space for the additional PIN Pad cable by using scissors to remove one of the rubber caps from the Desk/5000.
  • Reattach the cable cover. When both readers are set up, reconnect the power to the device.

 

4. Secure the Magic Box

  • The Magic Box cable management system arrives connected to your terminal.
  • Secure the Magic Box to reduce stress on the device and cable, prevent disconnection and organize the work area.
  • Image E shows some examples of how to secure the Magic Box.

 

5. Connect the power adapter to nearby outlet

 

The PIN Pad should be powered up and displaying the idle screen.

Using a Chase All-in-One Card Reader

 

Download a printable user guide (PDF).

 

Need assistance with common card reader functions? Select from the below topics to open step-by-step instructions.

 

Did you know you can get all of this same help content right from your card reader? To view how-to instructions on your card reader’s screen, simply press the gray Admin key. Press anywhere on the screen and swipe finger from right to left. The Self-Help icon will display. Press the icon to begin in-reader support.

  • Press the square green key to pull up the main menu.
  • Press [0] or the blue shopping cart "Sale" icon on the touch screen.
  • Enter the sale amount, then press the square green key.
  • Customers can tap, insert, or swipe their card. If a chip card is used, leave it inserted until instructed to remove.
  • When the screen says "Approved," customers will be prompted to remove their card.
  • Your receipt automatically prints. To print a customer’s receipt, press the square green key. If no selection is made after 30 seconds, a receipt will print automatically.
  • When the sale is complete, the main menu will appear.

  • Press the square green key to pull up the main menu.
  • Press [1] or the blue package carrier "Return" icon on the touch screen.
  • Enter the supervisor password, then press the square green key.
  • Enter the return amount and press the square green key.
  • Customers can tap, insert, or swipe their card. If a chip card is used, leave it inserted until instructed to remove.
  • When the transaction is approved, your receipt automatically prints.
    • If a signature is required, have the customer sign your copy of the receipt.
    • Press the square green key again to print the customer’s receipt, if desired. If no selection is made after 30 seconds, a receipt will print automatically.
  • When the return is complete, the main menu will appear.

  • Pass the card reader to customer to enter tip amount. Press [1] for tip percentage, [2] for tip amount, or [0] for no tip.
  • Enter the tip amount, press [1] to Accept or press [2] to Change. Then, the customer can tap, insert, or swipe their card.

 

If you would like to configure your card reader to process a tip, please call 1-888-886-8869 to speak with a specialist.

  • Press the square green key to pull up the main menu.
  • Press [2] or the blue shopping cart with a line going through "Void" icon on the touch screen.
  • Enter the supervisor password, then press the square green key.
  • Use the search menu to locate transactions:
    • [1] - All
    • [2] - Reference #
    • [3] - Clerk #
    • [4] - Invoice #/PO#
    • [5] - Account #
    • [6] - Customer #
    • [7] - RRN
    • [8] - Approval code
    • Enter information based on transaction type, then press the square green key.
  • If ALL is selected, use arrow keys to scroll through transactions and press the square green key to select a transaction to be voided.
  • The card reader will prompt you to confirm void amount. Press [1] for YES or [2] for NO.
  • Once the void is confirmed, your receipt automatically prints.
    • To print a customer’s receipt, press the square green key. If no selection is made after 30 seconds, a receipt will print automatically.
  • When the void is complete, the main menu will appear.

The admin passcode may be required in order to update the date and time.

 

Press the gray/white Admin Key to access the Admin Menu, then select Admin Mode. If prompted, input the Admin passcode and press the green enter key.

  • To change the date and time, select Tetra Admin, then select Set Date and Time.
  • To change the date: input 6 digits for the two-digit day, two-digit month, and two-digit year, then press Enter. Be careful when entering the date and time, as an invalid year may render the terminal inoperable.
  • To change the time: Use a military time format to input 4 total digits, 2 for the hour and 2 for the minute, then press Enter.
  • The card reader may prompt to reboot for the changes to take effect and return to the idle screen once restarted.

Additional help and tools

 

For information and access to managing your account, visit Managing Your Account.

 

For information about how to prevent, manage or challenge disputes and chargebacks, visit Protect Your Business.

 

The products and services found on https://www.chase.com/business/payments are intended for approved U.S. merchants only and comparable products and services may not be available for non-U.S. merchants. For information on non-U.S. products and services, please visit our other sites at https://www.chase.ca/en and https://www.jpmorgan.com/payments. All U.S. merchant services are provided by Paymentech, LLC ("Chase"), a subsidiary of JPMorgan Chase Bank, N.A.

 

If you have accessibility issues with the attached documents and require further assistance, please contact the Help Desk @ 1-800-934-7717 for further support.