Chase iPP 320 PIN Pad Quick Reference Manual

Online pos terminal

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QUICK REFERENCE GUIDE |

ONLINE POS TERMINAL

| 1

iPP 320 PIN Pad

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.

Table of Contents

Summary of Contents for Chase iPP 320 PIN Pad

Page 1 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.
Page 2 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL 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...
Page 3: Table Of Contents
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL CONTENTS Start Here ..............Update to Java 8 .
Page 4: Start Here
ONLINE POS TERMINAL START HERE Thank you for choosing Remove the iPP 320 PIN pad from the box. Insert the appropriate end the Online POS Terminal. of the power/USB cord in the port on the PIN pad, and the other end To begin accepting card in an unused USB port on your computer.
Page 5 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL 4. Select 1. Java Download, follow prompts, click on 3. Follow instructions in 1. Yellow Box to uninstall Java version. 2. Click the Blue Box when completed. Download/Install. Successful when complete. 5. Select Launch OPT to log in to Online 6.
Page 6: Login
Online POS Enter your User Name and Temporary Password you received Terminal using: via email. chase.com/ OnlinePosTerminal Click the Secure Login button. after you complete the You will be instructed to enter a new Password and answer Security Java Walkthrough.
Page 7: Navigating The Online Pos Terminal
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.
Page 8: Setup
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL SETUP — GEAR ICON 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. NOTE: If you have more than one Merchant ID (MID#)
Page 9 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.
Page 10 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 10 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.
Page 11 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 11 SETUP — ADMINISTRATION ADMINISTRATION TRANSACTIONS Select Hide or Show (display) to determine which fields will appear on your Sale Screen. NOTE: Click Update è when complete.
Page 12 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 12 SETUP — ADMINISTRATION ADMINISTRATION RECEIPTS Add a Logo, change the Header and Footer information that prints on your receipts. NOTE: è Click Update when complete.
Page 13 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 13 SETUP — ADMINISTRATION ADMINISTRATION SETTLEMENT Enable or disable Auto Settlement and adjust the Time and Time Zone of when to Auto Settle. NOTE: Click Update è when complete. NOTE: We recommend enabling Auto Settlement.
Page 14 320 and perform EMV Software Downloads (you receive software updates through the Alerts link too). é NOTE: If you have more than one iPP 320 PIN pad, create a Device Name so you always know what device is connected to your PC.
Page 15: Process A Transaction
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 15 PROCESS A TRANSACTION NEW TRANSACTION / SALE You are now ready to process a transaction. Be sure you selected your Entry Mode. (See page 9.) Click the New Transaction tab. Select the transaction type, for example: Sale. Complete the required Sale Information fields marked with an *.
Page 16 The PIN pad is now ready to process a transaction. Be sure you selected your Entry Mode (iPP 320) under the Gear Icon. The iPP 320 PIN Pad Display Screen will ask your client to choose their method of entry: Insert —...
Page 17: Print, Email Or Text Receipts
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 17 PRINT, EMAIL OR TEXT RECEIPTS NEW TRANSACTION / SALE Upon successfully processing a transaction, you will receive Transaction Complete (see below). You have several receipt options. You can send a digital receipt to your customer using a mobile phone number and/or email address.
Page 18: Process A Refund Or Credit Transaction
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 18 PROCESS A REFUND OR CREDIT TRANSACTION NEW TRANSACTION / REFUND Click the New Transaction tab. Select the Refund tab. Complete the required Refund Information fields marked with an *. Click the Checkout button to complete the transaction. é...
Page 19: Auto Settle And Settle Open Transactions
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 19 SETTLE OPEN TRANSACTIONS — QUICK BATCH VIEW REPORTING New with Online POS Terminal — if you did not enable Auto Settlement, you can select the Quick Batch View/Cloud Icon to manually settle your batch. QUICK BATCH VIEW —...
Page 20: Back Office
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 20 BACK OFFICE — TRANSACTION MANAGEMENT TRANSACTION MANAGEMENT View transactions in your open batch, or search for transactions already settled. Use the Transactions drop-down to look up All, Open, Pending or Rejected items. Search transactions by Date Range, Account Number (Last 4 digits), or Amount Range.
Page 21 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 21 BACK OFFICE — CALENDAR TRANSACTION MANAGEMENT Use the Date Range to pull up the calendar and select the date you want to review. By selecting today’s date, you will see any open transactions in the open batch if not yet settled.
Page 22 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 22 BACK OFFICE — VOID TRANSACTION MANAGEMENT If the transaction is in an open batch, you can use Void to remove it without charging your customer. NOTE: If the batch is still open, you can ç...
Page 23 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 23 BACK OFFICE — REFUND TRANSACTION MANAGEMENT If the transaction is in a closed batch, you will see Refund on this screen. You can refund the entire amount, or refund a portion of the original purchase.
Page 24: Reporting
QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 24 REPORTING (UNDER THE TRANSACTION MANAGEMENT TAB) TRANSACTION MANAGEMENT / REPORT If you choose the Report button versus Search, you can create and view reporting for your search results. è...
Page 25 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 25 REPORTING (UNDER THE TRANSACTION MANAGEMENT TAB) TRANSACTION MANAGEMENT / REPORT If you choose Report, you will be asked to select the Report Type. Select CSV (comma-separated values) to export transactions to Excel or, if you only want to print the report, select PDF.
Page 26 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 26 REPORTING (UNDER THE TRANSACTION MANAGEMENT TAB) TRANSACTION MANAGEMENT / REPORT Access Batch History by selecting: DATE RANGE BATCH RANGE...
Page 27 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 27 REPORTING (UNDER THE REPORTING TAB) REPORTING / QUEUED REPORTS After you create reporting, the report will show as Queued under Queued Reports. When the report is ready for you to access, the status will show as Complete.
Page 28 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 28 REPORTING (UNDER THE REPORTING TAB) REPORTING / CARD TYPE SUMMARY You can get a quick glance of card type activity by day, week, month or quarter. è...
Page 29 QUICK REFERENCE GUIDE | ONLINE POS TERMINAL | 29 REPORTING (UNDER THE REPORTING TAB) REPORTING / SALES TRENDS Select Sales Trends to view your transaction activity. Search by Date Range. è è...
Page 30: Support
If you need further assistance and would like help from a member of our Support Group, call 1-800-503-1132. ▪ If you have a question about fees or need general support for your existing processing account, you can call Chase Merchant Services at 1-888-886-8869.

Chase iPP 320 PIN Pad Quick Reference Manual

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Summary of Contents for Chase iPP 320 PIN Pad

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