Mobile Pay TM for Ipad®
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Mobile Pay TM for iPad® *iOS Version 6.0 or higher required © 2016 First Data Corporation. All Rights Reserved. All trademarks, service marks and trade names referenced in this material are the property of their respective owners. iTunes®, iPad®, iPod®, and iPod touch® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Table of Contents Overview ............................................................................... 3 Keep The Change ................................................................ 13 Key Features ......................................................................... 3 Credit Card Sale ................................................................... 14 Download First Data Mobile PayTM .................................. 4 Manual Credit Card Sale .................................................... 15 Demo Mode ......................................................................... 4 Cash Sale ............................................................................... 17 Activate First Data Mobile PayTM ....................................... 5 Check Sale ............................................................................ 19 Security questions ............................................................... 5 Refund ................................................................................... 21 Choose a password ............................................................ 5 Resend Receipt .................................................................... 23 Card reader ........................................................................... 5 Add New Items .................................................................... 24 Two-Factor Authentication ............................................... 6 Modify or Delete Items ...................................................... 24 Administrator and Sub-user Roles ................................... 7 Backup or Restore Items ................................................... 25 Inventory Controlled by Administrator ........................... 7 Tips ......................................................................................... 26 Sale Screen Overview ......................................................... 8 Tax .......................................................................................... 26 Item Window ........................................................................ 9 Receipts ................................................................................. 27 Item Cart ............................................................................... 9 Invoice Numbers ................................................................. 27 Function Buttons ................................................................. 10 AirPrintTM ................................................................................ 28 Options and Settings Menu ............................................... 10 Feedback ............................................................................... 28 Help and Support ................................................................ 10 Notifications ......................................................................... 28 Checkout Button ................................................................. 10 Sync Settings ........................................................................ 29 Email Receipts ...................................................................... 11 Sales History ......................................................................... 30 Special Prompting ............................................................... 11 Total Sales Report ................................................................ 31 Approved Transaction ........................................................ 12 Email Detailed Report ......................................................... 31 Declined Transaction .......................................................... 12 Sales Tax Report .................................................................. 32 Authentication Required .................................................... 12 Troubleshooting .................................................................. 33 Partial Authorization ........................................................... 13 Technical Support ............................................................... 33 First Data Mobile PayTM for iOS Tablets © 2016 First Data Corporation. All rights reserved. Page 2 Introduction Overview First Data Mobile PayTM Solution turns an iOS Tablet device into a mobile point of sale. This streamlined application is geared towards small and mid-sized merchants, and can be used in any number of venues — storefront or mobile. From a local in-store apparel shop or eatery, to an art dealer participating in a local festival, to a tow truck or taxi, it’s an affordable, secure way to take payments. It’s also ideal for seasonal merchants who may not need year-round coverage but do need a reliable service when business picks up. First Data Mobile Pay has eight major functions: Credit card sale (Swiped) Digital receipt delivery Credit card sale (Manually keyed) Signature capture Transaction refund Inventory item setup Transaction history report Barcode scanner Key Features • Add items with set prices, descriptions and photos • Data stored in cloud and shared across devices • Barcode scanner • Transaction reporting • Cash transaction tracking and receipts • Check recording • Sales history in app • Sales tax and tip settings in app • Auto-send receipts to merchant • Option to print paper receipts • Encrypted card reader First Data Mobile PayTM for iOS Tablets © 2016 First Data Corporation. All rights reserved. Page 3 Getting Started Download First Data Mobile PayTM If you haven’t downloaded the First Data Mobile Pay app to your device you can do so by searching for First Data Mobile Pay Solution in the Apple App Storesm. Note: An iTunes® account is required to download apps from the Apple App Store. Please click here for more Click the icon above to visit the First Data Mobile Pay App information on setting up an iTunes account. Store page. Demo Mode When you launch First Data Mobile Pay for the first time, you may use Demo mode to familiarize yourself with all of the features available in First Data Mobile Pay before activating your software. Once you activate your app, demo mode will no longer be available. Please be advised that while in Demo mode, any inventory items that you add will not be saved and any transactions that you perform will not be processed. First Data Mobile PayTM for iOS Tablets © 2016 First Data Corporation. All rights reserved. Page 4 Getting Started Activate First Data Mobile PayTM Card reader To activate your app, you will need the 5 digit If you are using a card reader with First Data ‘Activation Code’ found in your welcome email Mobile Pay, simply plug the card reader into your along with your email address* that you used to device headphone jack. sign up for First Data Mobile Pay. IMPORTANT: iOS7 Card Reader Access Update *Note: For sub- In order to swipe cards using the card reader users combine your on iOS 7.0+, you need to allow the application activation code to access the microphone. After updating to with the user name iOS 7.0+ on your iPhone® or iPad®, do the displayed in your following: activation email • Log in to the app. Plug in the card reader and 1. Launch First Data you will be prompted to allow the application Mobile Pay. to access the microphone. Select OK. 2. Enter your 5 digit Activation Code. 3. Enter your Username (email address). 4. Tap Continue. Security questions If you skip this prompt you can also access your microphone settings as follows: If you ever need to reset your First Data Mobile Pay password, we will ask you a series of security • Go to Settings> Privacy> Microphone. Turn questions to verify your identity. You will need to FD Mobile Pay to green. choose 3 questions and enter 3 answers. If you are not using iOS 7.0+, no action is 1. Choose 3 security questions, and enter needed as you will continue to be able to swipe answers for your chosen questions cards with the application. Please keep these 2. Tap Activate Account instructions in mind if you do upgrade to iOS 3. Tap Get Started 7.0+. Choose a password Congratulations! You are now ready Next, you’ll be prompted to create a password to process credit card transactions! for your First Data Mobile Pay app. Passwords must have a minimum length of eight characters with at least one number and one letter. 1. Enter your new password 2. Confirm your new password 3. Tap Continue First Data Mobile PayTM for iOS Tablets © 2016 First Data Corporation. All rights reserved. Page 5 Getting Started Two-Factor Authentication First Data Mobile PayTM Solution utilizes two-factor authentication so that new devices can be added and verified securely to your account for use with First Data Mobile Pay Solution. For example, if a device you normally use is lost or stolen, you will be able to add and verify a new device simply by verifying a 6 digit security code that will be sent to you via SMS text or e-mail. This process will take place upon logging into AprivaPay Plus on the new device. In order to use this feature, you will need to configure your Contact information upon logging into First Data Mobile Pay Solution for the first time. Follow the steps below to add an SMS capable phone number