Summary of Contents for TSYS RP350x
- Page 1 User Guide mPOS Readers RP350x & RP457c Mobile Payment Acceptance User Guide for Android...
- Page 2 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 ©...
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Page 3: Table Of Contents
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 ................ - Page 4 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 ..........................
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Page 5: Introduction
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;... -
Page 6: Mobile Payment Acceptance 3.0
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. │... - Page 7 User Guide 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. │ Mobile Payment Acceptance User Guide for Android...
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Page 8: Account Activation And Login
User Guide 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. - Page 9 User Guide 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 (! @ $ ^ * - _ .).
- Page 10 User Guide 8. Tap each security question prompt and select a question. 9. Enter answers for each of the four security questions. │ Mobile Payment Acceptance User Guide for Android...
- Page 11 User Guide 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. │ Mobile Payment Acceptance User Guide for Android...
- Page 12 User Guide 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.
- Page 13 User Guide 13. Enter the password you created during the activation process. 14. Tap Sign In to complete the account activation and sign-in process. │ Mobile Payment Acceptance User Guide for Android...
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Page 14: Pin Entry
User Guide 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. -
Page 15: Login To Your Account (If The App Has Been Deleted)
User Guide 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. - Page 16 User Guide 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.
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Page 17: The Main Menu
User Guide 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. -
Page 18: Settings, Account Information, And Help
User Guide 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: ... - Page 19 User Guide 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. │ Mobile Payment Acceptance User Guide for Android...
- Page 20 User Guide 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.
- Page 21 User Guide 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.
- Page 22 User Guide Signature Settings Tap the slider to change the signature requirement amount. Tap to Set Required Signature save to your tip options. │ Mobile Payment Acceptance User Guide for Android...
- Page 23 User Guide 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.
- Page 24 User Guide 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.
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Page 25: Readers
User Guide 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 Tap the card reader that is used with your device. -
Page 26: Emv Readers
“power saving mode” and will need to be started for the next transaction. EMV Reader LED Lights Battery Status On the RP350x, a red LED next to the USB port indicates the battery status. Battery LED Behavior Status... - Page 27 User Guide ROAM RP350x The ROAM RP350x is an EMV card reader that supports EMV chip and signature and magnetic swipe. It connects to the phone through the audio jack. ROAM RP457c The ROAM RP457c is also an EMV card reader that supports EMV chip and signature, magnetic swipe as well as NFC/Contactless.
- Page 28 User Guide 7. In the app, go to Settings > Readers from the main menu. 8. Tap on the RP457c option and tap Pair. │ Mobile Payment Acceptance User Guide for Android...
- Page 29 User Guide 9. Tap OK to Connect reader to audio jack. When the audio jack pairing is complete, unplug the RP457c and exit Settings Return to Settings>Reader and tap RP457c Select the RP457c again │ Mobile Payment Acceptance User Guide for Android...
- Page 30 User Guide 10. Tap OK to Bluetooth pairing request. ..3. │ Mobile Payment Acceptance User Guide for Android...
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Page 31: Printers
User Guide Printers Mobile Payment Acceptance supports the use of receipt printers. Navigate to the Printers page in the menu to connect to a receipt printer or to view the printer to which you previously connected. To connect to a receipt printer: 1. - Page 32 User Guide 2. Select your printer model from the list of supported printers and follow the prompts to connect to your selected printer. │ Mobile Payment Acceptance User Guide for Android...
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Page 33: View Account Information
User Guide View Account Information The Account page gives you a quick view of the dollar amount you have processed in the last 15 days and the last 30 days, the amount still pending settlement, some basic account information like your username, and the current application version you have installed on your device. -
Page 34: Help
If you need help, you can access the Help page from the Main Menu. The Help page provides you with customer service contact information, a brief explanation of how to process a credit card, a list of supported hardware with connection instructions for the RP350X and RP457c, and a link to the privacy policy. -
Page 35: Customers
User Guide Customers Manage Customer Information Your business needs may require the recording of customer information. Mobile Payment Acceptance allows you to manage this information to provide excellent customer service. You can view, add, and edit customer information from the Customers page, which is accessible from the Main Menu. -
Page 36: Add New Customer
User Guide Add New Customer You can add a customer using the Create New Customer button or by duplicating an existing customer’s profile and changing the necessary information. Create a New Customer To add a new customer using the Create New Customer button: 1. - Page 37 User Guide 2. Enter all available customer information, including name, address, and business information. The minimum required information for a new customer is a first and last name. If you provide an email address, it will be used for the email receipt feature. 3.
- Page 38 User Guide Duplicate a Customer To add a new customer by duplicating an existing customer’s profile: 1. Tap the customer’s profile you wish to use as a template. │ Mobile Payment Acceptance User Guide for Android...
- Page 39 User Guide 2. Tap Customer Details. │ Mobile Payment Acceptance User Guide for Android...
- Page 40 User Guide 3. Tap Duplicate Customer. The duplicate customer will appear. │ Mobile Payment Acceptance User Guide for Android...
- Page 41 User Guide 4. Tap the newly created duplicate profile. 5. Tap Customer Details. │ Mobile Payment Acceptance User Guide for Android...
- Page 42 User Guide 6. Edit the customer information as needed. 7. Tap Save. │ Mobile Payment Acceptance User Guide for Android...
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Page 43: Remove Customer Information
User Guide Remove Customer Information You can change a customer’s visibility from the Customer Details screen so their information no longer shows on your active customer list. You can reactivate the customer’s information at any time by turning on the visibility again. Customer Information Page Activate or deactivate a customer. - Page 44 User Guide Remove a Customer To remove a customer from your customer list: 1. Tap Customer Details for the customer you wish to remove. │ Mobile Payment Acceptance User Guide for Android...
- Page 45 User Guide 2. Tap Remove. Follow the prompt and confirm or cancel your decision to complete the process. │ Mobile Payment Acceptance User Guide for Android...
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Page 46: Transactions
User Guide Transactions Mobile Payment Acceptance makes it easy to perform a transaction. The Register, which is used to start a transaction, is the default home screen, so you can start a transaction as soon as you are logged in. Register Page │... -
Page 47: Add A Customer To A Transaction
User Guide Add a Customer to a Transaction 1. If you would like to add a customer your transaction, tap the symbol in the Customer Name (optional). │ Mobile Payment Acceptance User Guide for Android... - Page 48 User Guide 2. Tap Search Customer to find the customer in your customer database. 3. If the customer is not in your customer database, tap Create New Customer to create a new customer record. 4. If the customer record you need appears at the top of the list, simply tap that record to add it to your transaction.
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Page 49: Create A Transaction
User Guide Create a Transaction 1. Enter Amount. 2. Tap Next. │ Mobile Payment Acceptance User Guide for Android... - Page 50 User Guide 3. If you turned the Tax Rate setting on, the sales tax will be calculated and added to the transaction total automatically. You will see this updated Order Total on the Select Payment Type Screen. │ Mobile Payment Acceptance User Guide for Android...
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Page 51: Processing A Payment
User Guide Processing a Payment You can review the transaction total, select a payment method or return to the register. Mobile Payment Acceptance supports multiple payment options Credit Payments Card Readers - Magnetic Stripe (MSR) only and EMV Manually enter card information Offline payments Forced authorization Partially authorized payments... - Page 52 User Guide Card Reader If you did not set up your card reader before processing your first transaction, you will need to do so now. 1. Scroll through the compatible card readers to find the reader you’ve chosen. 2. Tap Set default card reader under your chosen reader. Refer to the Settings>Readers section of this guide for more information on pairing card readers.
- Page 53 RP457c will need to be started for the next transaction via the Start Card Reader button. RP350x should start automatically on this screen. If it does not automatically start after a few seconds, try initiating the connection manually by pressing the Start Card Reader button and selecting the RP350x as pictured below.
- Page 54 User Guide 2. Select the correct reader when it is displayed. This may take several seconds depending on the devices’ battery and length of time since it was last connected to the application. Tapping the reader multiple times can cause further delay. Note: –...
- Page 55 User Guide 3. The customer will be asked to confirm the transaction amount and tap OK. │ Mobile Payment Acceptance User Guide for Android...
- Page 56 User Guide 4. When the message EMV Transaction – Present Card appears, the customer can dip or tap their chip card, tap their NFC-enabled wireless device or swipe a non-EMV card. Tap Cancel to return to the select Payment Type Screen. │...
- Page 57 User Guide Manual Card Entry 1. Tap Manual Card Entry. │ Mobile Payment Acceptance User Guide for Android...
- Page 58 User Guide 2. Enter the card information in the available fields. 3. Tap Process Order. │ Mobile Payment Acceptance User Guide for Android...
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Page 59: Offline Payments
User Guide Offline Payments You may find yourself using Mobile Payment Acceptance in an area with spotty cellular and/or Wi-Fi coverage. 1. If you do not have an internet connection when you are ready to process a payment, tap Continue to store the payment information until you are reconnected to the internet. 2. -
Page 60: Forced Authorizations
User Guide Forced Authorizations There may be times when you need to enter a forced authorization. Access the Forced Authorization Only feature from the Main Menu. Once you obtain the authorization code provided by voice authorization, you can enter the authorized amount and proceed as you would with a regular transaction. - Page 61 User Guide 3. Enter the credit card information as you would with a manual card transaction. 4. Tap Process Order. │ Mobile Payment Acceptance User Guide for Android...
- Page 62 User Guide 5. Enter the 5- or 6-digit Authorization code obtained from the Issuer or Voice Authorization Center. 6. Tap Authorize and follow any and all additional steps in order to complete the transaction. │ Mobile Payment Acceptance User Guide for Android...
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Page 63: Partial Authorizations
User Guide Partial Authorizations When a customer presents a payment type that does not have sufficient funds to cover their purchase, instead of a decline, you may be given the option to accept a partially authorized transaction. 1. If a payment is authorized for less than the full transaction amount, you will receive a message with the Balance due amount. - Page 64 User Guide 4. If you choose to submit an additional payment, a new transaction will open with the balance due already added to the Register. Simply complete this transaction as you would any other to collect the remaining balance. │ Mobile Payment Acceptance User Guide for Android...
- Page 65 User Guide Cash Transaction 1. In the Payment Type Screen, Tap Cash Payment. │ Mobile Payment Acceptance User Guide for Android...
- Page 66 User Guide 2. Enter the cash amount using the number pad. 3. Tap Process. │ Mobile Payment Acceptance User Guide for Android...
- Page 67 User Guide 4. Tap Confirm to complete the transaction. │ Mobile Payment Acceptance User Guide for Android...
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Page 68: Tips And Signature
User Guide Tips and Signature 1. If you have enabled the tip option in the settings, the customer will select the tip amount before confirming the transaction total for an EMV transaction and after credit card approval for non-EMV transaction. Signature is captured after the transaction is approved. -
Page 69: Approved Transaction
User Guide Approved Transaction The last screen in a successful transaction is the confirmation screen. 1. Tap Print Receipt if you are connected to a receipt printer and would like to provide the customer with a printed receipt. 2. Enter an email address to send the customer their receipt electronically. If you added a customer while in the register, their email address will be pre-populated. -
Page 70: Declined Transaction
User Guide Declined Transaction When a credit card is declined, you will have the option to go back to the Select Payment Type screen or cancel the order. 1. A declined transaction will include a decline or error message. Tap OK to clear the message. - Page 71 User Guide 2. On the next screen, tap Choose Another to return to the Select Payment Type screen. 3. Tap Cancel Order to cancel the transaction completely. │ Mobile Payment Acceptance User Guide for Android...
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Page 72: History And Returns
User Guide History and Returns Transaction History You can access a list of your transactions from the Transaction History option on the Main Menu of the MPA application. Filter and search transaction history; view individual transactions; returns are initiated from the transaction details in transaction history. Transaction History provides details for up to 13 months of data as well as the status of each transaction. - Page 73 User Guide Sort by Date, Customer, Price and Payment Type. │ Mobile Payment Acceptance User Guide for Android...
- Page 74 User Guide Filter and Search by Transaction ID, Card #, Customer Name, Transaction Status, Payment Type, Date Range and Price Range. │ Mobile Payment Acceptance User Guide for Android...
- Page 75 User Guide Receipt Details 1. Tap the + next to a record to expand it within the list and view additional details. │ Mobile Payment Acceptance User Guide for Android...
- Page 76 User Guide 2. In the expanded transaction record, view payment type and cardholder name or resend the receipt email. │ Mobile Payment Acceptance User Guide for Android...
- Page 77 User Guide 3. View Receipt Details to view the remaining transaction details. │ Mobile Payment Acceptance User Guide for Android...
- Page 78 User Guide Receipt Details 1. View additional transaction details on the View Receipt Details screen. 2. Email the transaction receipt. │ Mobile Payment Acceptance User Guide for Android...
- Page 79 User Guide Returning a transaction 1. Tap Return Transaction to refund some or all of the transaction amount. │ Mobile Payment Acceptance User Guide for Android...
- Page 80 User Guide Returning a transaction (Partial return) 1. For a partial return enter the return amount in the Subtotal field. The amount available to return is listed above the field. The amount available reflects any partial returns previously processed. 2. Enter the Tip amount to refund. 3.
- Page 81 User Guide 5. Confirm the return amount. │ Mobile Payment Acceptance User Guide for Android...
- Page 82 User Guide Returning a transaction (Full Amount) 1. Use the Return screen to process a full return or void. 2. For a full return or void, tap Return Full Amount. │ Mobile Payment Acceptance User Guide for Android...
- Page 83 User Guide 3. View the return details in transaction history. │ Mobile Payment Acceptance User Guide for Android...
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