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

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

Step 4

Select User Preferences

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Tap User Preferences.

Step 5

Select Card Readers

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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

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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

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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

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

Step 10

Confirm Selection

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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.

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

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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

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Tap the User Preferences (Gear) icon.

Step 4

Select Card Reader

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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

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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

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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

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

Step 9

Confirm Selection

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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.

Step 1

Select Refund

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Merchant selects the Refund icon.

Step 2

Amount Entry

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

Step 3

Card Read

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Insert card into card reader, the LED lights green.

Step 4

Card Insert - Pause

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Leave card inserted until instructed to remove. Tap Authorize.

Step 5

Authorization

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Leave card inserted until instructed to remove.

Step 6

Signature

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1. Customer signs screen
2. Selects Continue

Step 7

Enter Receipt Information

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

Step 8

Remove Card

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Remove card from reader and tap OK.

Step 9

Schedule Follow-up

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

Step 1

Select Refund

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Merchant taps the Refund icon under the Payments menu.

Step 2

Amount Entry

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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

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

Step 5

Authorization

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Tablet will authorize the refund.

Step 6

Signature

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

Step 7

Schedule Follow-up

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Select New Sale, or Schedule Follow-up.

Step 8

Remove Card

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Instruct customer to remove card from reader, tap OK.

Step 9

Refund Complete

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

Step 1

Quick Sale

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Merchant selects Sale.

Step 2

Amount Entry

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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.

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Merchant selects Continue.

Step 6

Customer Confirms Sale

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

Step 7

Tip Entry

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1. Customer enters Tip Amount
2. Selects Authorize

Step 8

Waiting for Authorization

Step 9

Signature

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1. Customer signs screen
2. Selects Continue

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

Step 10

Enter Receipt Information

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

Step 11

Receipt Sent

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Receipt details are sent to customer.

Step 12

Schedule Follow-up

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

Transaction complete.

Step 1

Quick Sale

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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.

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Merchant selects Continue.

Step 5

Customer Confirms Sale

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

Step 6

Customer Enters Tip Amount

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1. Customer enters Tip Amount
2. Selects Authorize

Step 7

Customer Requests a Receipt,
and Signs Screen

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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

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

Step 1

Select Reports

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Select Reports at the bottom of the screen.

Step 2

Select Transaction Summary

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

Step 3

Select Transaction to Void

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Tap the transaction you wish to void.

We show one transaction for this example.

Step 4

Select Void

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

Step 5

Verify Transaction

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

Step 6

Void Confirmed

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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

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

Step 1

Select Reports

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Tap Reports to view your transactions.

Step 2

Select Transaction Summary

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

Step 3

Transactions Displayed

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

Step 4

Select Transaction to Void

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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

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Tap Yes to confirm the transaction you wish to void.

Step 6

Send Receipt

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

Step 7

Void Complete

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Tap New Sale to begin next transaction.