Tutorials

 

Title Device Subject Date
Chase Mobile Checkout Bluetooth Pairing Smartphone Bluetooth pairing 9/7/2016
Chase Mobile Checkout Bluetooth Pairing Tablet Bluetooth pairing 9/7/2016
Chase Mobile Checkout Refund Smartphone CMC Smartphone Refund 9/9/2016
Chase Mobile Checkout Refund Tablet CMC Tablet Refund 9/3/2016
Chase Mobile Checkout Transaction Flow Smartphone CMC Transaction Flow Smartphone Sales 9/9/2016
Chase Mobile Checkout Transaction Flow Tablet CMC Transaction Flow Tablet Sales 9/3/2016
Chase Mobile Checkout Void Smartphone CMC Transaction Void 9/9/2016
Chase Mobile Checkout Void Tablet CMC Transaction Void 9/3/2016

 

Chase Mobile Checkout Bluetooth Pairing: Bluetooth pairing for Smartphone

Step 1

Introduction

HOW TO PAIR THE BLUETOOTH CHIP CARD READER

Before using this device for the first time, the eDynamo card reader must be paired. Ensure your smartphone has Bluetooth enabled in Settings before you begin.

Step 2

Enter Credentials

Merchant Holding Phone

Enter your user name and password, then tap Log On. If you’re a new user, we sent your user name and temporary password in two separate emails.

Step 3

Select More

Merchant Holding Phone

Tap More at the bottom of screen to access the User Preferences screen.

Step 4

Select User Preferences

Merchant Holding Phone

Tap User Preferences.

Step 5

Select Card Readers

Merchant Holding Phone

Tap Card Readers to connect the mobile device and reader.

Step 6

Establish Pairing Mode

Merchant Holding Card Reader

Press and hold the Pushbutton for two seconds. The Bluetooth Status LED will be a steady blue, and will quickly blink three times. Release the Pushbutton. The card reader is now in pairing mode.


NOTE: If the Pushbutton is held for over 5 seconds the card reader will enter Airplane mode. You will need to momentarily hold the Pushbutton again to exit Airplane mode.

Step 7

Select Serial Number

Merchant Holding Phone

Look for the serial number on the bottom of the card reader. Select this serial number from the list of devices. You may need to refresh your screen to display the reader list.

Step 8

Enter Pairing Code

Merchant Holding Phone

  1. Select your reader and enter the default pairing code (9 9 9 9 9 9)
  2. Tap Pair.

Step 9

Set as Current Device

Merchant Holding Phone

  1. Toggle ON the Set As Current Device switch.
  2. Select Back.

Step 10

Confirm Selection

Merchant Holding Phone

  1. The Green Check Mark indicates which reader is set as the default device.
  2. Select Back again.

Your Chase Mobile Checkout card reader is now paired.

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Chase Mobile Checkout Bluetooth Pairing: Bluetooth pairing for Tablet

Step 1

Introduction

HOW TO PAIR THE BLUETOOTH CHIP CARD READER

Before using this device for the first time, the eDynamo card reader must be paired. Ensure your tablet has Bluetooth enabled in Settings before you begin.

Step 2

Enter Credentials

Merchant Holding Tablet

Enter your user name and password, then tap Log On. If you’re a new user, we sent your user name and temporary password in two separate emails.

Step 3

Select User Preferences

Merchant Holding Tablet

Tap the User Preferences (Gear) icon.

Step 4

Select Card Reader

Merchant Holding Tablet

Tap Card Readers at the bottom of the screen.

Step 5

Establish Pairing Mode

Merchant Holding Card Reader

Press and hold the Pushbutton for two seconds. The Bluetooth Status LED will be a steady blue, and will quickly blink three times. Release the Pushbutton. The card reader is now in pairing mode.


NOTE: If the Pushbutton is held for over 5 seconds the card reader will enter Airplane mode. You will need to momentarily hold the Pushbutton again to exit Airplane mode.

Step 6

Select Serial Number

Merchant Holding Tablet

Look for the serial number on the bottom of the card reader. Select this serial number from the list of devices. You may need to refresh your screen to display the reader list.

Step 7

Enter Pairing Code

Merchant Holding Tablet

  1. Select your reader and enter the default pairing code (9 9 9 9 9 9)
  2. Tap Pair.

Step 8

Set as Current Device

Merchant Holding Tablet

  1. Toggle ON the Set As Current Device switch.
  2. Select Back.

Step 9

Confirm Selection

Merchant Holding Tablet

  1. The Green Check Mark indicates which reader is set as the default device.
  2. Select Back again.

Your Chase Mobile Checkout card reader is now paired.

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Chase Mobile Checkout Refund: CMC Smartphone Refund for Smartphone

Step 1

Select Refund

Merchant Holding Phone

Merchant selects the Refund icon.

Step 2

Amount Entry

Merchant Holding Phone

  1. Merchant Enters Amount
  2. Selects Done
  3. Then selects Continue

Step 3

Card Read

Customer Holding Card Reader

Insert card into card reader, the LED lights green.

Step 4

Card Insert - Pause

Merchant Holding Phone

Leave card inserted until instructed to remove. Tap Authorize.

Step 5

Authorization

Merchant Holding Phone

Leave card inserted until instructed to remove.

Step 6

Signature

Customer Holding Phone

  1. Customer signs screen
  2. Selects Continue

Step 7

Enter Receipt Information

Customer Holding Phone

Once refund is confirmed, enter receipt information, Email or Phone #. Tap Done.

Step 8

Remove Card

Customer Holding Phone

Remove card from reader and tap OK.

Step 9

Schedule Follow-up

Merchant Holding Phone

Schedule a Follow-up, or select Home to return to the home page.

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Chase Mobile Checkout Refund: CMC Tablet Refund for Tablets

Step 1

Select Refund

Merchant Holding Tablet

Merchant taps the Refund icon under the Payments menu.

Step 2

Amount Entry

MERCHANT HOLDING TABLET

  1. Merchant enters refund amount
  2. Taps Refund

Step 3

Card Insert

Customer Holding Card Reader

Customer inserts card into card reader, the LED lights green.

Step 4

Card Insert - Pause

Merchant Holding Tablet

Leave card inserted until instructed to remove it. Tap Authorize.

Step 5

Authorization

Merchant Holding Tablet

Tablet will authorize the refund.

Step 6

Signature

Customer Holding Tablet

  1. Customer enters receipt information and signs screen with finger or stylus
  2. Taps Continue

Step 7

Schedule Follow-up

Merchant Holding Tablet

Select New Sale, or Schedule Follow-up.

Step 8

Remove Card

Merchant Holding Tablet

Instruct customer to remove card from reader, tap OK.

Step 9

Refund Complete

MERCHANT HOLDING TABLET

Refund is complete. Select New Sale to begin the next transaction.

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Chase Mobile Checkout Transaction Flow: CMC Transaction Flow Smartphone Sales for Smartphone

Step 1

Quick Sale

Merchant Holding Phone

Merchant selects Sale.

Step 2

Amount Entry

Merchant Holding Phone

  1. Merchant enters Sale Amount
  2. Selects Done
  3. Then selects Continue

Step 3

Card Insert

Customer Holding Card Reader

General status LED lights green when ready for customer to insert card.

Step 4

Card Insert - Pause

Customer Holding Card Reader

Customer leaves card inserted.

Step 5

Remove Card

CUSTOMER HOLDING CARD READER

Customer removes card as directed. The General Status LED light goes off.

Merchant Holding Phone

Merchant selects Continue.

Step 6

Customer Confirms Sale

Customer Holding Phone

Customer is handed smartphone to confirm sale amount. Tap Yes to confirm.

Step 7

Tip Entry

Customer Holding Phone

  1. Customer enters Tip Amount
  2. Selects Authorize

Step 8

Waiting for Authorization

Step 9

Signature

Customer Holding Phone

  1. Customer signs screen
  2. Selects Continue

Note: This screen is skipped if chip card does not require signature.

Step 10

Enter Receipt Information

Customer Holding Phone

  1. Customer enters Email Address or Phone # if receipt desired.
  2. Selects Done
  3. Returns phone to merchant

Step 11

Receipt Sent

Merchant Holding Phone

Receipt details are sent to customer.

Step 12

Schedule Follow-up

MERCHANT HOLDING PHONE

  1. Merchant Schedules Follow-up if applicable.
  2. Selects Done for next sale.

Transaction complete.

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Chase Mobile Checkout Transaction Flow: CMC Transaction Flow Tablet Sales for Tablets

Step 1

Quick Sale

Merchant Holding Tablet

  1. Merchant enters Sale Amount
  2. Selects Done
  3. Then selects Checkout

Step 2

Card Insert

Customer Holding Card Reader

General status LED lights green when ready for customer to insert card.

Step 3

Card Insert - Pause

Customer Holding Card Reader

Customer leaves card inserted.

Step 4

Remove Card

CUSTOMER HOLDING CARD READER

Customer removes card as directed. The General Status LED light goes off.

MERCHANT HOLDING TABLET

Merchant selects Continue.

Step 5

Customer Confirms Sale

Customer Holding Tablet

Customer is handed tablet to confirm sale amount. Tap Yes to confirm.

Step 6

Customer Enters Tip Amount

Customer Holding Tablet

  1. Customer enters Tip Amount
  2. Selects Authorize

Step 7

Customer Requests a Receipt,
and Signs Screen

Customer Holding TABLET

  1. Customer enters Email Address or Phone # to receive their receipt.
  2. Signs Screen
  3. Selects Continue and returns tablet to merchant.

Step 8

Schedule a Follow-up

MERCHANT HOLDING TABLET

Merchant Schedules Follow-Up if applicable or selects New Sale for next sale.

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Chase Mobile Checkout Void: CMC Transaction Void for Smartphone

Step 1

Select Reports

Merchant Holding Phone

Select Reports at the bottom of the screen.

Step 2

Select Transaction Summary

Merchant Holding Phone

Select Transaction Summary to view all transactions in your open batch.

Step 3

Select Transaction to Void

Merchant Holding Phone

Tap the transaction you wish to void.


We show one transaction for this example.

Step 4

Select Void

Merchant Holding Phone

If your screen displays the transaction you wish to void, tap Void on the bottom of the screen.

Step 5

Verify Transaction

Merchant Holding Phone

If your screen displays the transaction you wish to void, tap OK.

Step 6

Void Confirmed

Merchant Holding Phone

If an email or phone number were used for the receipt, they will populate. If they were not used, you can add one at this time and tap Done.

Step 7

Void Complete

Merchant Holding Phone

The Transaction Summary screen will display, showing the transaction with strike through to signify voided. Tap Back to return to the home screen.

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Chase Mobile Checkout Void: CMC Transaction Void for Tablets

Step 1

Select Reports

Merchant Holding Tablet

Tap Reports to view your transactions.

Step 2

Select Transaction Summary

Merchant Holding Tablet

Select Transaction Summary to view all transactions in your open batch.

Step 3

Transactions Displayed

Merchant Holding Tablet

The screen displays all transactions in your open batch. Look for the transaction you wish to void.

Step 4

Select Transaction to Void

Merchant Holding Tablet

Tap the transaction you wish to Void. We selected the $2.00 sale for this example. Tap Void to void the transaction.

Step 5

Confirm Void

Merchant Holding Tablet

Tap Yes to confirm the transaction you wish to void.

Step 6

Send Receipt

Merchant Holding Tablet

If you wish to send the customer a receipt, enter their Email or Phone #, and tap Send Receipt.

Step 7

Void Complete

Merchant Holding Tablet

Tap New Sale to begin next transaction.

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