VeriFone PAYware Mobile User Manual

PAYware Mobile User Guide Version 1.0004

Notice

PAYware registered trademarks of VeriFone in the United States and/or other countries.

Apple, the Apple logo, iPhone 3G trademarks of Apple Inc., registered in the U.S. and other countries. App Store Apple Inc.

PAYware Mobile Sales: (866) 853-7600 PAYware Mobile Support: (800) 839-0947

www.paywaremobile.com

, PAYware Mobile™, PAYware Connect™, and VeriShield Protect are either trademarks or

, iPhone 3GS®, iPhone 4G®, and iPod touch® are registered

is a service mark of

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Table of Contents

Notice.................................................................................... 1

Overview................................................................................ 3

Why PAYware Mobile 3

Getting Started....................................................................... 4

Downloading PAYware Mobile App from App Store ..................... 4

Launch PAYware Mobile .......................................................... 5

Setting Up PAYware Mobile ..................................................... 6

Initial Setup Assistant ............................................................. 7

Setup Account ........................................................................ 7

Activate Account..................................................................... 7

Learn More ............................................................................ 7

Test Drive .............................................................................. 8

Merchant Settings................................................................... 8

Registering your iPhone with PAYware Connect 8 Registering your iPhone with PAYware Connect (UDID Method) 9 Clear Account From iPhone 11 Live Mode 11 Test Drive Mode 11 Demo Mode 12 Device Fields 12 Accepted Cards and Available Transactions 12

Email Device ID 12

Application Settings .............................................................. 12

Secure Card Reader Settings ................................................. 14

Secure Card Reader Diagnostics 15

PAYware Mobile Help Files .................................................... 16

Processing Transactions with PAYware Mobile......................... 17

Standard Transaction Processing ......................................... 18

Transaction Info 20

VSP Status/Responses 21

Additional Features of the Transaction Info Screen 22

PAYware Mobile Reports ....................................................... 23

Additional Information Options ............................................... 24

Daily Summary Report........................................................... 25

Transaction Search 26

Last Transaction Search 27

Transaction Log 28

Merchant Portal .................................................................... 29

User Management 30

Settlement 31

Contact Information............................................................... 33

Telephone 33

Web Site 33

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Overview

PAYware Mobile is VeriFone’s mobile payment solution that works with iPhone 3G, iPhone 3GS, iPhone 4G, and iPod touch running OS 3.1.2 or higher. PAYware Mobile is the perfect complement to a total business operations solution by consolidating all payments in one centralized portal. For merchants who have multiple points of payment—storefront, remote sales, and telephone orders— adding the ability to take payments wherever the need arises enables increased sales by offering the payment option of credit cards at any time. Expand your customer base by serving merchants on the go who previously have not wanted to invest in a full-blown Point of Sale (POS) solution or mobile payment terminal.

PAYware Mobile works in conjunction with PAYware Connect, our hosted payment gateway solution that routes transactions to various U.S. payment processing companies. One of the benefits of using our gateway is that data is encrypted with VeriShield Protect at the card swipe, giving you the peace of mind that your customers’ data is secure.

The PAYware Mobile Secure Card Reader is only compatible with the iPhone 3G and the iPhone 3GS. It is not compatible with the iPod touch. However, you may perform manually keyed transactions using the PAYware Mobile application on the iPod touch.

Why PAYware Mobile

All merchants who accept credit cards for payments know that in doing so, consumers tend to spend more and shop more often when paying with credit cards. Many smaller businesses, such as home services and delivery, have not yet had the ease to accept electronic payments. PAYware Mobile is ideal for small businesses—such as cafes, door-to-door sales, and home repair services—that typically haven’t been able to access payment applications.

Credit cards can be accepted by manually keying the card number into the iPhone 3G, iPhone 3GS, iPhone 4Gor iPod touch, or by swiping the card through the attached PAYware Mobile Secure Card Reader. When the card is swiped, the card data is automatically encrypted with VeriShield Protect. PAYware Mobile is PA-DSS 1.2 validated by the Payment Card Industry Security Standards Council (PCI SSC) therefore ensuring the highest security standards for payment applications.

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Getting Started

Downloading PAYware Mobile App from App Store

The App Store contains many credit card applications, but none like the PAYware Mobile. PAYware Mobile supports VeriShield Protect's End-to-End Encryption through the PAYware Mobile Card Encryption Sleeve, encrypting the transaction data at the time the card is swipe. PAYware Mobile is a free download and can be downloaded directly to your iPhone or iPod touch from the App Store.

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Launch PAYware Mobile

Once the PAYware Mobile App has been installed on your iPhone, you may start the application by touching the “PAYware” icon on the iPhone home screen.

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After PAYware Mobile displays its splash screen, you will be asked to create a Security PIN (prior to accessing the main transaction screen).

Setting Up PAYware Mobile

Once you have set up your PIN, you will be directed to the Initial Setup Assistant to configure the PAYware Mobile application.

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Initial Setup Assistant

PAYware Mobile includes a simple-to-use setup screen that helps merchants to learn more about the app before actually using it as well as offering assistance in setting up the application. Each of the four options has an explanation describing its functions.

Setup Account

When you're ready to set up a live, ready-to-process merchant account, touch this button. PAYware Mobile will guide you through all the necessary steps. It's recommend that you touch the Learn

More and Test Drive buttons before setting up your account.

Activate Account

Once you've touched the Setup Account button and completed setup process, you'll receive an Activation email confirming your live account status on PAYware Connect. You should touch the

Activate Account button after you receive that email.

Learn More

Our PAYware Mobile website (www.paywaremobile.com) has an abundance of information to help merchants learn more about PAYware mobile, its processes, and our partners.

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Test Drive

PAYware Mobile's Test Drive Mode can be used to familiarize individual merchants with the use of PAYware Mobile and transaction processing in general. Consult the section Test Drive Mode (see page 11) for more details.

Merchant Settings

Prior to processing transactions, you must configure your merchant settings. To access this screen from PAYware Mobile's main screen, touch the Menu button. You should now see the Menu screen. Scroll down to the Setup section and touch the words Merchant Settings. You should now see the

Merchant Settings screen.

Client ID – The Client ID is assigned by VeriFone and is your PAYware Connect account number. It can be obtained from your PAYware Connect administrator and must be entered into the Merchant Settings screen. To authorize your phone, complete the following steps. Note: There are two ways

of registering your iPhone, and the first method shown below is the way that most users will register.

Registering your iPhone with PAYware Connect

1. Obtain your Client ID, User ID, and Password from your PAYware Connect administrator and write them down.

2. Choose Live or Demo mode based on the instructions given to you by your PAYware Connect administrator.

3. Starting from PAYware Mobile's main screen, touch the Menu button.

4. You should now see the Menu screen. Scroll down to the Setup section and touch the words Merchant Settings.

5. You should now see the Merchant Settings screen. Touch the top box labeled Client ID and enter the Client ID you received from your PAYware Connect administrator.

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6. Touch the Register iPhone button. Enter the User ID and Password you received from your PAYware Connect administrator. Touch the Continue button.

7. If your phone is successfully authorized, your phone will receive a Device Key. The Device Key authorizes the mobile device, and is automatically transferred to your phone (you don't need to manually enter it). PAYware Mobile will display your successful Sync/Resync to the PAYware Connect system to confirm that it has been registered.

Registering your iPhone with PAYware Connect (UDID Method)

This is the secondary way of registering your iPhone with PAYware Connect. For example, this method could be used by a business that has multiple copies of PAYware Mobile on phones that have been distributed to employees. By using this method, the PAYware Connect administrator can track which employee has which phone (useful in case of phone theft, or if only a single copy of PAYware Mobile needs to be deactivated).

1. Starting from PAYware Mobile's main screen, touch the Menu button.

2. You should now see the Menu screen. Scroll down to the Setup section and touch the words Merchant Settings.

3. You should now see the Merchant Settings screen. Touch the words EMAIL DEVICE ID in the bottom-right corner of the screen.

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4. You should now see a standard email screen that already contains your PAYware UDID. Fill out the To: address box with your intended recipient (should be your PAYware Connect administrator) and touch the Send button. Your phone will deliver your PAYware UDID and return you to the Merchant Settings screen.

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