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
- Select your reader and enter the default pairing code (9 9 9 9 9 9)
- Tap Pair.
Step 9
Set as Current Device
Merchant Holding Phone
- Toggle ON the Set As Current Device switch.
- Select Back.
Step 10
Confirm Selection
Merchant Holding Phone
- The Green Check Mark indicates which reader is set as the default device.
- Select Back again.
Your Chase Mobile Checkout card reader is now paired.
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
- Select your reader and enter the default pairing code (9 9 9 9 9 9)
- Tap Pair.
Step 8
Set as Current Device
Merchant Holding Tablet
- Toggle ON the Set As Current Device switch.
- Select Back.
Step 9
Confirm Selection
Merchant Holding Tablet
- The Green Check Mark indicates which reader is set as the default device.
- Select Back again.
Your Chase Mobile Checkout card reader is now paired.
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
- Merchant Enters Amount
- Selects Done
- 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
- Customer signs screen
- 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.
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
- Merchant enters refund amount
- 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
- Customer enters receipt information and signs screen with finger or stylus
- 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.
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
- Merchant enters Sale Amount
- Selects Done
- 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
- Customer enters Tip Amount
- Selects Authorize
Step 8
Waiting for Authorization
Step 9
Signature
Customer Holding Phone
- Customer signs screen
- Selects Continue
Note: This screen is skipped if chip card does not require signature.
Step 10
Enter Receipt Information
Customer Holding Phone
- Customer enters Email Address or Phone # if receipt desired.
- Selects Done
- 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
- Merchant Schedules Follow-up if applicable.
- Selects Done for next sale.
Transaction complete.
Chase Mobile Checkout Transaction Flow: CMC Transaction Flow Tablet Sales for Tablets
Step 1
Quick Sale
Merchant Holding Tablet
- Merchant enters Sale Amount
- Selects Done
- 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
- Customer enters Tip Amount
- Selects Authorize
Step 7
Customer Requests a Receipt,
and Signs Screen
Customer Holding TABLET
- Customer enters Email Address or Phone # to receive their receipt.
- Signs Screen
- 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.
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.
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.