TSYS RP350x, RP457c User Manual

User Guide
mPOS Readers RP350x & RP457c
Mobile Payment Acceptance User Guide for Android
Disclosure Statements
The information contained herein is the property of Total System Services, Inc. ® (TSYS®). This document contains CONFIDENTIAL information that is produced solely for the benefit of the named parties. All parties should keep all information contained herein confidential, and on no account should the information, in whole or in part, be disclosed or disseminated to any third party without the express written permission of TSYS.
Copyright & Trademark
© 2017 Total System Services, Inc. ® all rights reserved worldwide. Total System Services, Inc., and TSYS® are federally registered service marks of Total System Services, Inc., in the United States. Total System Services, Inc., and its affiliates own a number of service marks that are registered in the United States and in other countries. All other products and company names are trademarks of their respective companies.
Table of Contents
Introduction .............................................................................................................................. 4
Mobile Payment Acceptance 3.0 .......................................................................................... 5
Account Activation and Login ................................................................................................ 7
Activate Your Account ............................................................................................................................. 7
PIN Entry ...................................................................................................................................................... 13
Login to Your Account (if the app has been deleted) ..................................................................... 14
The Main Menu ...................................................................................................................... 16
Settings, Account Information, and Help ............................................................................. 17
Manage Settings ...................................................................................................................................... 17
Readers ...................................................................................................................................................... 24
EMV Readers ............................................................................................................................................. 25
Printers ......................................................................................................................................................... 30
View Account Information ..................................................................................................................... 32
Help ............................................................................................................................................................. 33
Customers .............................................................................................................................. 34
Manage Customer Information ............................................................................................................. 34
Add New Customer ................................................................................................................................. 35
Remove Customer Information ............................................................................................................. 42
Table of Contents
Transactions ........................................................................................................................... 45
Add a Customer to a Transaction......................................................................................................... 46
Create a Transaction ............................................................................................................................... 48
Processing a Payment ............................................................................................................................. 50
Offline Payments ...................................................................................................................................... 58
Forced Authorizations .............................................................................................................................. 59
Partial Authorizations ............................................................................................................................... 62
Tips and Signature .................................................................................................................................... 67
Approved Transaction ............................................................................................................................. 68
Declined Transaction ............................................................................................................................... 69
History and Returns ................................................................................................................ 71
Transaction History .................................................................................................................................... 71
User Guide
Introduction
Mobile Payment Acceptance (MPA) is an easy-to-use application on your smartphone with the mPOS RP350x and RP457c devices that provides reliable, secure, and portable transaction processing, as well as other useful features for managing your business. MPA can be downloaded to a compatible device from the Google Play store; however, the available features and functionality may differ depending on the device you use.
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Mobile Payment Acceptance 3.0
Application Download
TSYS’ Mobile Payment Acceptance application is available in Google Play on Android
smartphone devices. The application is compatible with most devices running Android 4.4 and higher. You can download the application from Google Play.
1. Open Google Play on your phone and search for TSYS Mobile Payment Acceptance.
2. Tap Install.
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3. Tap Accept to give Mobile Payment Acceptance access to functions of your phone that
facilitate features of the application.
Open the application once it finishes installing.
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Account Activation and Login
Activate Your Account
To begin processing payments with Mobile Payment Acceptance, you first need to activate your merchant account. During the account activation process, you will create a password for future login as well as a personal identification number (PIN) for quick access.
In order to activate your merchant account, you will need the email address associated which contains your merchant account information as well as your truncated 12-digit Merchant ID and 14-digit Device ID numbers. Your non truncated Merchant ID will be provided to you during our phone onboarding and training session.
To activate your account and sign in for the first time:
1. From the Login screen, tap Activate to proceed to the Account Activation page.
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2. Enter the Email ID. This is the email used for correspondence related to the merchant
account.
3. Enter the 12 digit Merchant ID associated with your merchant account.
4. Enter and re-enter a NEW Password. Be sure to record this password for future use.
Note: The password must contain eight to sixteen characters, and consist of at least one number from
0 to 9, at least one uppercase and one lowercase letter from A to Z, and at least one special character (! @ $ ^ * - _ .). Your password can not contain spaces or match any of the previous six passwords.
5. For the Device ID enter two digits to the end of the Merchant ID. If you have one device
this is 01, if you have 2 devices this is 02 and so on.
6. Move the slider to indicate that you agree with the Terms and Conditions.
7. Tap Next.
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8. Tap each security question prompt and select a question.
9. Enter answers for each of the four security questions.
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10. A dialog box will appear confirming the successful activation of your account. Tap
Continue to continue with the sign-in process. Please keep track of your TA number as you may need it for a future login.
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11. Use the number pad to create your new PIN and tap Next. Re-enter your PIN to confirm
it. Record this PIN for future use, as it can be used to quickly log into the application after it times out, when the device is turned off, or when the application is closed and reopened.
12. Tap Next to continue with the sign-in process.
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13. Enter the password you created during the activation process.
14. Tap Sign In to complete the account activation and sign-in process.
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PIN Entry
After you activate and create a PIN, you only need to enter the PIN to access the application unless the Mobile Payment Application gets deleted from the device.
If you tap the forgot PIN button, and see the message, “Admin PIN Cannot be Reset”, you will need to clear all application data for Payments 3.0 through Device Settings and Log back in to the application.
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Login to Your Account (if the app has been deleted)
If the application gets deleted after your initial account activation and your PIN login; you will need to login via a different path that before:
1. From the Login screen, enter your TA# in the Username field
2. Enter your Password.
3. Tap Login.
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4. Enter the 12 digit Merchant ID associated with your merchant account.
5. For the Device ID enter two digits to the end of the Merchant ID. If you have one device
this is 01, if you have 2 devices this is 02 and so on.
6. Tap Next.
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The following are the features and functionality accessible from the main menu:
Transactions
Register – Perform a quick sale. Forced Authorization – enter a previously obtained
authorization code from the issuing bank for a customer’s transaction.
History Transaction History – Filter and search transaction
history; view individual transactions; returns are initiated from the transaction details in transaction history.
Customers – Add, view, search and edit customer records. Settings
Transactions – View, add and modify tax rate, tip
settings, signature requirements, and invoice numbers; enable or disable auto-processing of offline transactions (For more info see Offline Payments Section of this User Guide.)
Readers – Connect to an audio jack or Bluetooth card
reader.
Printers – Scan for and connect to available printers. Account – View processing summary, account
summary, and the current application version. You can also change your password and sign out of the application from here.
Help – View support information. Sign Out – Sign out of the application.
The Main Menu
The Main Menu of MPA application gives you access to all of the features that allow you to customize transactions, view sales data, manage product inventory, manage customer information, and view or update settings. You can access the Main Menu from anywhere in MPA by tapping the upper-left corner of the screen.
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Settings, Account Information, and Help
Manage Settings
Mobile Payment Acceptance is customizable, allowing you to choose the transaction settings that best fit your business needs. You can access and change settings from the Main Menu.
Transaction Settings
The Transactions option under Settings gives you access to the following functions:
Create or edit a tax rate Enable and edit the tip feature Set requirements for a signature Enable your device to automatically process payments online when connected Add invoice numbers to your transactions
Settings Page
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Create a New Tax Rate
1. Tap the Sales Tax slider to activate sales tax.
2. Enter Your Tax Rate.
3. Tap Set to save your Tax Rate.
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Tap to enable the Tip feature.
Tap to edit tip options.
Enable Tips
If you want to be able to accept tips in your business, turn the Tip feature on from the Transaction Settings. You may set four tip options. A Custom option is available to allow your customers to set their own desired tip amount or percentage. Select up to four tip options to display to your customers.
When the Tip feature is turned on, your receipt will always include a signature line, regardless of any signature limit setting.
Settings Page
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Tap to enable the Signature option.
Tap to edit signature amount.
Set Amount for Signature
Mobile Payment Acceptance lets you set the maximum transaction amount you will accept without a signature. This amount may be overwritten by the processor, chipped card or if you have enabled tip. If you do not set a limit, the application will not require a signature unless the setting is overwritten. Requiring a signature for higher dollar transactions will help limit your financial risk.
Settings Page
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Tap the slider to change the signature requirement amount.
Tap to Set Required Signature save to your tip options.
Signature Settings
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Tap to enable the Auto Process Offline option.
Enable Auto Offline Processing
The Auto Process Offline feature can save time and ensure transactions are processed. Sometimes your device may lose its connection to the Internet. When this happens, transactions run offline, and the device stores the transactions as encrypted data. If the Auto Process Offline feature is turned on, the application will automatically start processing those transactions in the background as soon as connectivity is reestablished on the device.
If the Auto Process Offline feature is turned off, you must select each pending transaction individually to process. Disabling Auto Process Offline will not prevent the acceptance of payments while your phone is offline. Offline transactions are risky as they do not generate approval codes. Please go to the Offline Payments Section in this guide (page 59) for more information and risks associated with Offline Payments.
Settings Page
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Tap to enable invoice numbers for
transactions.
Enable Invoice Numbers
Adding invoice numbers to transactions is another option you may choose, depending on your business needs. Simply turn on the Invoice Number feature under Transaction Settings and you will begin seeing a field for invoice numbers every time you process a transaction. The invoice number is user-defined. If a number isn’t entered, the transaction ID will be used as a default.
Settings Page
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Tap the card reader that is used with your device.
Readers
You can connect to card readers from the Readers page, which is accessible from the Main Menu of the MPA Application. Once attached and turned on, most devices will pair automatically, though some may require additional steps.
Readers Page
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