Navigating The Online Pos Terminal - Chase iPP 320 PIN Pad Quick Reference Manual

NAVIGATING THE ONLINE POS TERMINAL

1
When you log in to
Online POS Terminal,
you will see this screen.
See descriptions of the
tabs and icons for easy
navigation.
QUICK REFERENCE GUIDE |
1
NEW TRANSACTION
You will process your clients' transactions under this tab: sales, refunds,
cardholder verification, pre-auth, prior authorization and gift card.
2
TRANSACTION MANAGEMENT
Search transactions, void sales if the batch is open or refund
transactions if the batch is closed.
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3
REPORTING
View or print reporting.
4 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.
5 ADMINISTRATION
Here you configure your sale, refund, receipt and settlement
settings. This is in the Setup Instructions.
6 QUICK BATCH VIEW
Click the Cloud Icon to manually settle your batch. We recommend
enabling Auto Settle when you set up Online POS Terminal.
7 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.
ONLINE POS TERMINAL
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