ProcessNow Terminal User Guide

Transcription

1 ProcessNow Terminal User Guide

2 Table of Contents Product Overview ProcessNow Terminal... 3 Initial Setup Welcome s... 3 ProcessNow Initial Setup Instructions... 4 Initial Setup - USB L1 Card Reader... 4 Initial Setup - Ethernet... 4 Initial Setup Internet Connection... 5 Auto - Updates... 8 Launching ProcessNow Terminal Card Reader Setup... 9 Launching ProcessNow Terminal Account Configuration Home Screen Process Payment - Swipe Process Payment Manual Entry/Hand Keyed Process Payment Purchase Card Level 2 Data Process Payment Partial Approval Transaction History Transaction History Void Transaction History Refund Settings Menu Settings Merchant Accounts Multi-Merchant Accounts

3 Product Overview ProcessNow Terminal ProcessNow Terminal is a countertop solution with the option of a customer-facing card entry device. This application enables businesses of all sizes to accept payments anywhere with in-store solutions. It enables you to accept Visa, MasterCard, American Express, Discover and PayPal credit and signature debit cards at the point of sale. The ProcessNow Terminal app runs on Red Oak XAC-200T terminal device and optional XAC 8006L1 USB Card Reader. Initial Setup Welcome s Three s will be received during the ProcessNow account activation process: 1. Transaction Express Welcome 2. Transaction Express Activation Alert 3. Merchant Processing Electronic Welcome Kit The following information received in these s will be needed to finalize the account setup: 1. Merchant Number: This is included in both the Transaction Express Welcome and the Transaction Express Activation Alert. 2. Gateway ID: This is included in both the Transaction Express Welcome and the Transaction Express Activation Alert. 3. Registration Key (RegKey): This will be included in the Transaction Express Activation Alert. In addition to the values noted above, the appropriate login URL s and temporary passwords to the Transaction Express Virtual Terminal will be included. 3

4 ProcessNow Initial Setup Instructions Prior to completing the initial setup instructions, ProcessNow Terminal will need to be plugged into a power source. The terminal will automatically turn on once plugged in. Initial Setup - USB L1 Card Reader In order to connect a USB card reader to ProcessNow Terminal, remove the panel on the bottom of the device, and plug in the USB card reader. Reaffix the panel. The card reader should power up and be ready for use. Initial Setup - Ethernet If an Ethernet connection will be used with ProcessNow Terminal, remove the panel on the bottom of the device and plug in an Ethernet cable: Reaffix the panel. Additional Ethernet configuration is possible when ProcessNow Terminal is turned on. 4

5 Initial Setup Internet Connection When the 200T ProcessNow Terminal is powered on, it should boot directly into ProcessNow mode. ProcessNow will now validate if the device has an active Internet connection. If an Internet connection has not been configured, the following screen will appear: Select WiFi to configure a WiFi connection. Select Ethernet to configure an Ethernet connection. Ethernet Setup When Ethernet is selected, the user is routed to the Android Ethernet configuration screen: 5

6 Ethernet status will display the current status of the Ethernet connection. If a cable is not plugged in, the status page will be blank: Configure Ethernet will allow the user to specify a DHCP connection or a Static IP connection: Advanced Settings will allow the user to configure Proxy settings for the device: Select the back button at any time to return to the Connection Selection screen. 6

7 Save will save changes. Cancel will cancel changes. WiFi Setup When WiFi is selected, the user is routed to the Android WiFi configuration screen: 1. Set the WiFi switch to On. 2. Tap the entry labeled Wi-Fi to enter the WiFi settings. 3. Select a local Wi-Fi network and connect to it. Any wireless network used for processing should be at least WPA2 protected. 7

8 Auto- Updates When launching ProcessNow Terminal, the app will reach out and see if a new version is available to download. If so, the user will be prompted to view information and download the update: Selecting Ignore will allow the user to log into ProcessNow Terminal. Selecting Show will display patch notes and allow the user to update ProcessNow Terminal: Select Update to install the latest app version. 8

9 Launching ProcessNow Terminal Card Reader Setup From the home page, select Other Apps. Supply the password (admin) if prompted. 1. From the Other Apps list select Process Now Terminal app and open. The ProcessNow loading screen will display as the App launches: 2. During Launch, ProcessNow Terminal will prompt for the Card Reader to be configured with the device: 3. Tap Integrated to pull up Card Reader Connection options: a. Select Integrated to use the internal Card Reader on ProcessNow Terminal. b. Select USB to use the 8006L1 Card Reader (recommended). c. Select OK after the appropriate card reader has been selected. The card reader will be tested by the Terminal to validate a connection: 9

10 4. Select Save to save the card reader selected in the Settings: 5. Select OK and the app will continue to load: 10

11 Launching ProcessNow Terminal Account Configuration 1. When ProcessNow Terminal is launched for the first time, a DBA Name, Gateway ID and Registration key will need to be entered in the fields provided. Note: The name provided here will print at the top of receipts. 2. Once these values are provided, select Verify to ensure the Gateway ID and Regkey combination were entered correctly. 3. If all the user data is verified successfully, the message The keys you entered have been verified will display. This indicates ProcessNow has connected to the appropriate gateway account. 4. If incorrect data was provided, the message The keys you entered are not valid will be returned by the app. By selecting OK, the user will be routed back to re-enter the fields. 5. After successful validation, a passcode will need to be set for the application to launch it in the future. 11

12 6. Set a passcode, and then confirm the passcode by entering the same value. 7. ProcessNow Terminal will now route to the Home page. 12

13 Home Screen After the initial configuration, whenever ProcessNow Terminal is launched the application will route to the Home screen after prompting for the passcode. 1. Process Payments This is where credit card transactions are processed. 2. Transaction History This is where current day transactions can be viewed, voided or additional receipt copies can be printed. 3. Settings All ProcessNow Terminal settings can be adjusted in this menu. 13

14 Process Payment - Swipe Selecting Process Payment from the home screen will present the following screen for processing credit card payments: Note: If Require Reference ID is on, a Reference ID field will pop up once Process Payment is selected and the Sale page appears: In order to supply a Reference ID when Require Reference ID is not active, select the Reference ID button to trigger the pop-up: 1. Use the key pad to enter the amount of the transaction. 2. Select Enter to begin processing the transaction. 3. The terminal will prompt to complete the transaction using the card reader: 4. At this time, the cardholder can swipe a card for payment using the consumer facing 8006L1 card reader. 14

15 5. If the card is identified as an EMV card, the cardholder will be prompted to insert the card after the swipe attempt. 6. The Transaction response will now be returned. a. Approved payment example: b. Declined payment example: 7. A merchant copy of the receipt will print automatically upon a successfully approved transaction. 8. Additional options pop up on the screen at this time: 15

16 a. Print Customer Copy Prints a receipt with no signature line. b. Print Merchant Copy Prints a receipt with a signature line. c. Void Void the transaction so it is not settled. 9. Select the X to close these options. 10. After a transaction has been completed, one of three options can be selected: a. New Sale Initiates a new credit card transaction. b. Home Routes to the home screen. c. Actions Redisplays Print and Void options. 16

17 Process Payment Manual Entry/ Hand Keyed Selecting Process Payment from the home screen will present the following screen for processing credit card payments: 1. Use the key pad to enter the amount of the transaction. 2. Select Manual to begin entering the credit card information for the transaction. The card entry screen will display: Provide the following information: a. Card Number b. Card Holder Name c. Expiration Date

18 d. CVV/CVC/CVV2/CID e. Address f. Zip Code 4. Select Process. 5. When prompted, select Card Present or Card Not Present appropriately: 6. The transaction will complete as indicated in the previous section. 18

19 Process Payment Purchase Card Level 2 Data If a Business or Purchasing card is presented, Level 2 data can be added to a transaction by using the Purchase Card button on the Process Payment page: If purchasing card information is needed for a transaction, it must be entered prior to selecting Enter to swipe a card, or selecting Manual to hand key a card. Purchase Card transaction flow: 1. Provide an amount for the transaction: 2. Select Purchase Card. The Level 2 entry screen will appear: 3. Provide a PO Number. 19

20 4. Select Tax Indicator to specify Taxable, Nontaxable or Tax-Exempt: 5. If Taxable is selected, Tax Amount will display: 6. Provide a Tax Amount and select OK. Once purchasing card information is added to a transaction, the Purchasing Card box will display checked: 7. Select Enter to swipe a credit card, or select Manual to hand key a credit card at this time. 20

21 Process Payment Partial Approval In the event a transaction is partially approved, the user will be notified of the partial approval: After selecting OK, the user will have the opportunity to create a new sale for the balance of the transaction, or be given the option to void the transaction: 1. Void This will void and cancel the transaction. 2. Pay Remaining This will start a new transaction for the remaining balance of the transaction that was partially approved. 21

22 Transaction History Transaction History will display all of the transactions which have been processed on ProcessNow Terminal since the last time the terminal ran the Daily Report. Each time the Daily Report Run Time is completed, the terminal will print a summary report and then delete all the transactions from the terminal memory. (Please see Settings for options for further information.) 1. Select Transaction History from the ProcessNow Home screen. 2. A list of current transactions will display: 3. Transactions that have been declined will not appear in Transaction History. 4. Transactions that have been approved will settle with the current batch. 5. Transactions that have been voided will be deleted from Transaction History once the batch report is run. 6. Transactions that have been refunded will settle with the current batch. 7. Selecting Home returns ProcessNow to the Home screen. 8. Selecting Print Detail Report will print a detailed report of transactions by card type. 9. Two search fields are available in Transaction History: a. Transaction ID Will call Transaction Express to locate a transaction with a matching Transaction ID for it to be refunded or reprinted. b. Amount Will search current batch for a transaction matching the provided amount. 22

23 Transaction History Void A transaction can be cancelled by processing a Void on the same day the transaction was processed. A transaction can be voided immediately after being processed or be voided by selecting the transaction in Transaction History. 1. Select Void to cancel a transaction. 2. Confirm that the transaction should be voided: 3. Success message is displayed: 4. This transaction will no longer be included in the settled transactions for the day. Note: A transaction cannot be unvoided, and a new sale will need to be processed if a transaction is voided in error. 23

24 Transaction History Refund A transaction can be refunded in ProcessNow Terminal after searching for the transaction. The Transaction ID will be needed to perform this search. The Transaction ID can be found on the printed copy of a receipt: 1. To perform a refund, select Transaction History from the home page. 2. Select the field labeled Transaction ID on the top of the screen. Type in the numeric Transaction ID and select Search: 3. When the transaction is returned, select it to issue a refund: 24

25 4. Select Actions to access the Refund option: 5. Select Refund to enter an amount to be refunded: 6. A refund can be issued for any amount up to and including the original transaction total. Attempting to refund more than the original transaction will result in an error: 7. When a refund is successfully processed, a confirmation is provided: 25

26 8. The transaction will now appear in Transaction History as refunded: 26

27 Settings Menu The various settings in ProcessNow Terminal can be accessed by selecting the Settings button from the home screen: 1. Settings Menu (top) 2. Settings Menu (bottom): 27

28 3. Print Daily Summary This setting will activate the auto-generation of the Daily Summary report. 4. Daily Report Run Time This setting indicates what time the Daily Report will run and current day transactions will be removed from the Transaction History on the device. There are two times this can be set for: a. 4:01PM (MT) b. 12:00AM (MT) 5. Merchant Accounts This is where additional merchant accounts can be configured to the ProcessNow Terminal. Please see the Merchant Accounts section for additional information. 6. Receipt Settings This is the Business Information that will print on receipts. This should match the DBA information on the associated merchant account and be configured prior to processing a transaction on the device. 28

29 c. Header Will print at the top of a receipt. d. Footer Will print at the bottom of a receipt. e. Selecting Save will save all values entered. 7. Auto Print Receipt This will direct the terminal to automatically print a receipt each time a transaction is processed. 8. Require Reference ID Activating this option will enable a pop-up where the Reference ID can be supplied for any transaction. 9. Print EMV Tags This will print all EMV-related tags on the merchant copy of EMV receipts. This should only be activated for troubleshooting assistance. 10. Reset Passcode This will allow a user to change the passcode which has been set. 11. Semi-Integrated Settings - Semi-Integrated Mode is an optional setting that allows a user to pair a POS with this device. In this mode, the Electronic Cash Register (POS) initiates the transaction and sends the generated sale (amount) to the terminal device, for card entry (swipe/ insert / tap) authorization and storage. f. Refer to the Semi-Integration Mode reference document for details. g. By default, Semi-Integrated switch is OFF. h. ON Semi Integrated mode is activated. You will also see which POS systems are currently paired. i. Back Button Select this button to go back to settings page. 12. Device Settings Allows access to Android Device Settings from within ProcessNow Terminal: 29

30 13. Card Reader Profile Selecting Update will have ProcessNow Terminal explore for any changes to the external card reader being used. If there has been a card reader change, this option will sync the new card reader to the device so it can be used. 14. About This section displays information about the device: a. App Version Indicates the current version of ProcessNow Terminal installed on the device. b. Check for App Updates Selecting Check for Updates will see if a new version of ProcessNow Terminal is available for download. c. IP Address Indicates the IP address to which the device has been assigned. d. Port Indicates which port the device is using to communicate. e. Test Mode This will activate test mode so transactions are not sent to TXP. 15. Reporting Actions Selecting Reporting Actions will allow several additional reports to be printed: 30

31 a. Print Daily Summary Report This will print a summary of activity by card type of transactions included in the daily batch. b. Print Detail Report - This will print an itemized report by card brand of the transactions included in the daily batch. 31

32 Settings Merchant Accounts ProcessNow Terminal has multi-merchant capabilities and allows up to 20 separate Gateway ID s to process transactions on the same device. Each merchant added to ProcessNow Terminal will need a Transaction Express gateway account prior to configuration. In order to set up additional merchant accounts, edit or delete existing merchant accounts, navigate to the Settings menu and then select Merchant Accounts: 1. The first merchant that will display is the merchant which was set up the first time ProcessNow Terminal was launched: 2. To add a new merchant, select the + sign at the top of the screen: 3. ProcessNow will route to the original configuration screen for a new merchant to be added: a. Provide a Name. 32

33 b. Provide a Gateway ID. c. Provide a Registration Key. 4. Select Verify to complete the merchant add and to validate that the parameters entered are correct. 5. Select Cancel to not add an additional merchant and return to the Merchant Accounts screen. 6. Once multiple merchants are added to ProcessNow Terminal, they will display in the Merchant Accounts page in the order in which they were added: 7. Selecting the red X next to a merchant will remove the merchant from the device. Note: Selecting the sequence number associated with a merchant will allow a user to change the sequence in which the merchant accounts display on the merchant selection screen. 33

34 Multi - Merchant Accounts When multiple merchants are using the same ProcessNow Terminal, the user will select the merchant under which they would like to process: Once a merchant is selected, the merchant name will display in the top left corner of the application: Switching to a different merchant may be done at any time by selecting Select Another Merchant from the home screen: Note: Multi-Merchant accounts added to ProcessNow Terminal must have a unique Name, Gateway ID and Regkey combination. Attempting to add a duplicate entry will result in an error. 34

35 All trademarks contained herein are the sole and exclusive property of their respective owners. Any such use of those marks without the express written permission of their owner is prohibited. TransFirst is a registered ISO/MSP of Wells Fargo Bank, N.A., Walnut Creek, CA; Synovus Bank, Columbus, GA; and Deutsche Bank, New York, NY for Visa and MasterCard transactions only. TSYS Merchant Solutions is a registered ISO/MSP of Synovus Bank, Columbus, GA. 35