Chase iPP 320 PIN Pad Quick Reference Manual

QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 1

QUICK REFERENCE GUIDE

Online POS Terminal

Thank you for choosing the Online POS Terminal. Chase is pleased to announce an

enhanced version of our iTerminal Product that will support card-present EMV chip

card transactions, PIN debit and select mobile wallets. This guide can be used to set up

the Online POS Terminal, explain the iPP 320 PIN Pad features and familiarize you with

the new web application revised transaction flow.

iPP 320 PIN Pad

QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 2

TERMINALS

iPP 320 PIN Pad

SOFTWARE
SECURITY

The software on this
terminal has been
secured. This will protect
it from both inadvertent
overwriting and malicious
tampering. If you need
help with changes or
updates, please contact
a representative at our
service desk.

QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 3

Start Here ...................................................................... 4

Update to Java 8 .............................................................. 4

Login ............................................................................. 6

Navigating the Online POS Terminal .................................... 7

Setup ............................................................................. 8

Process a Transaction ...................................................... 15

Print, Email or Text Receipts ............................................. 17

Process a Refund or Credit Transaction .............................. 18

Auto Settle and Settle Open Transactions ........................... 19

Back Oce ....................................................................20

Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Support .........................................................................30

CONTENTS

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START HERE

UPDATE TO JAVA Walkthrough

Thank you for choosing
the Online POS Terminal.
To begin accepting card
payments, just follow
these easy steps.

1. Remove the iPP 320 PIN pad from the box. Insert the appropriate end

of the power/USB cord in the port on the PIN pad, and the other end
in an unused USB port on your computer.

2. Online POS Terminal requires Java 8. Please follow the Update to

Java Walkthrough we created for first-time users.

3. Log in using chase.com/OnlinePosTerminal and follow the

instructions. (Bookmark this link for future easy access.)

4. Enter credentials — if you are a current iTerminal user, enter your

existing User Name and Password and click Secure Login.

5. If you are a new client, please enter the User Name and Temporary

Password you received via email.

6. Follow the Login and Setup directions on the following pages to

begin processing transactions.

7. If you have questions, please call 1-800-503-1132.

1. Enter www.chase.com/OnlinePosTerminal

and select Yes if you received a PIN pad.

2. Follow instructions in 1. Yellow Box to check

Java version. 2. Click the version in the Blue Box.

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3. Follow instructions in 1. Yellow Box to uninstall

Java version. 2. Click the Blue Box when completed.

5. Select Launch OPT to log in to Online

POS Terminal.

4. Select 1. Java Download, follow prompts, click on

Download/Install. Successful when complete.

6. You will be presented the Secure Login screen.

Follow the instructions on the next page to log in.

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LOGIN

1. You are presented the Secure Login screen after you complete

the Java Walkthrough.

2. Enter your User Name and Temporary Password you received

via email.

3. Click the Secure Login button.

4. You will be instructed to enter a new Password and answer Security

Questions as a first-time user.

For future access,
create a bookmarked
link to the Online POS
Terminal using:

chase.com/
OnlinePosTerminal

after you complete the
Java Walkthrough.

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When you log in to
Online POS Terminal,
you will see this screen.
See descriptions of the
tabs and icons for easy
navigation.

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4 5

NAVIGATING THE ONLINE POS TERMINAL

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3

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NEW TRANSACTION

You will process your clients’ transactions under this tab: sales, refunds,
cardholder verification, pre-auth, prior authorization and gift card.

TRANSACTION MANAGEMENT

Search transactions, void sales if the batch is open or refund
transactions if the batch is closed.

REPORTING

View or print reporting.

ALERTS

We send you alerts if your PIN pad needs a new software release.
You will also receive an alert if a transaction is rejected.

ADMINISTRATION

Here you configure your sale, refund, receipt and settlement
settings. This is in the Setup Instructions.

QUICK BATCH VIEW

Click the Cloud Icon to manually settle your batch. We recommend
enabling Auto Settle when you set up Online POS Terminal.

GEAR ICON

If you have more than one Merchant ID or Terminal ID, you can
select the ID you want to be your default ID. You set up these IDs with
a Chase Merchant Services representative during onboarding calls.

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SETUP — GEAR ICON

NOTE:

If you have more than
one Merchant ID (MID#)
or Terminal ID (TID#),
you can select which
ID you want as your
default ID. High light the

Merchant DBA Name
and click Save Changes.

7

GEAR ICON

If you have more than one Merchant ID, or Terminal ID, click on
the Gear Icon and select DBA Name in the drop-down menu to set
as your default ID.

7

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SETUP — NEW TRANSACTION

NEW TRANSACTION

Continue setup by clicking the New Transaction tab.

ENTRY MODE

Click on Entry Mode to choose the iPP 320 PIN pad, or
Manual Entry from the drop-down menu.

▪

Choose iPP 320 PIN pad to process chip, magnetic stripe

and contactless card transactions.

▪

Select Manual Entry if you need to manually enter card

information.

1

A

1

A

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SETUP — ADMINISTRATION

ADMINISTRATION

The Administration link will allow users with the proper permissions
to perform the following actions for both first-time setup as well as
on-the-fly adjustments.

GENERAL

Allows you to change the default Merchant ID (MID#) and Terminal
ID (TID#) combination.

5

A

A

5

ç

NOTE:

The Default Merchant ID
you set under the Gear Icon
earlier is displayed here.

A

NOTE:

You can set your

Default ID in
Administration too.