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Summary of Contents for CIMB Plug n Pay Bluetooth

  • Page 2 CARING FOR YOUR DEVICE Your CIMB Plug n Pay device is battery operated. It is important to keep the device constantly charged. Charge your device at least once every 14 days. When the device displays a “BATTERY LOW” sign, it does not have enough energy to continue operations, and must be charged immediately.
  • Page 3: Table Of Contents

    CONTENTS SECTION A: Mobile Activation Card Reader Bluetooth Connection SECTION B: Accepting Card Sales (One Time Payment) 8-10 Accepting Card Sales (Installment Payment Plan) 11-13 Accepting Card Sales (Recurring Payment) 14-17 Accepting QR Payment 18-20 Resend e-Receipt or Voiding Transaction 21-23 Credit Settlement...
  • Page 4: Mobile Activation

    Download the CIMB Plug n Pay app from App Store for IOS or Google Play Store for Android. Note: For iPad users, please search for ‘CIMB Plug n Pay App’ from iPhone Apps category. Step 2: Login with User ID and User PIN received via email and tap ‘Login’.
  • Page 5 SECTION A: MOBILE ACTIVATION Step 3: Key in preferred PIN twice and tap ‘Update’ Note: User PIN must contain a 6-digit numeric code only...
  • Page 6: Card Reader Bluetooth Connection

    Tap on “Reader” to connect card reader by scanning the barcode. (Tips: Barcode is located at the back of your card reader) Step 2: Immediately press the “tick” button when instructed. Note: Only applicable for the newer CIMB Plug n Pay Bluetooth model.
  • Page 7 SECTION A: CARD READER BLUETOOTH CONNECTION Alternative for Step 1: Click on ‘Connect Manually’. Next, tap on ‘Scan for devices’ if your card reader is not listed. Tap on the serial number that matches your card reader, immediately press “tick” button on your card reader when instructed.
  • Page 8: Accepting Card Sales (One Time Payment)

    SECTION B: ACCEPTING CARD SALES (ONE TIME PAYMENT) Step 1: In ‘Card Payment’ menu, tap “>” for One Time Payment (Tips: Tap on ‘More option’ to select other card payment method such as Recurring Payment or Installment Payment Plan) Step 2: Enter payment value and sales description.
  • Page 9 SECTION B: ACCEPTING CARD SALES (ONE TIME PAYMENT) Step 3: To charge, insert card into the bottom of the reader / swipe the card at the top of the reader / tap the card on the reader. Step 4: Customer keys in PIN on card reader and press ‘tick’ button. (Tips: Foreign cards might require cardholder’s signature, obtain customer’s signature and tap ‘Confirm Payment’)
  • Page 10 An e-Receipt will be sent to the customer via email or SMS. Transaction completed. Dear Andrew Lee, Greetings from CIMB Plug n Pay. RM899.99 was charged to your card ending 2912 at ABC Sdn Bhd on 30/11/2019. Please find the e-Receipt attached: RECEIPT_70003041180615600261_20191130.pdf...
  • Page 11: Accepting Card Sales (Installment Payment Plan)

    SECTION B: ACCEPTING CARD SALES (INSTALLMENT PAYMENT PLAN) Step 1: In ‘Card Payment’ menu, tap on ‘More option’, then select ‘Installment Payment Plan’ Step 2: Enter payment value and sales description. Tap on ‘Continue’ and confirm the payment amount.
  • Page 12 SECTION B: ACCEPTING CARD SALES (INSTALLMENT PAYMENT PLAN) Step 3: To charge, insert card into the bottom of the reader Step 4: Select the IPP Plan...
  • Page 13 SECTION B: ACCEPTING CARD SALES (INSTALLMENT PAYMENT PLAN) Step 5: Customer keys in PIN on card reader and press ‘tick’ button. Step 6: Key in customer's mobile number and/or email address to send e-receipt. Tap ‘Skip it’ if customer does not wish to receive e-receipt. Transaction completed...
  • Page 14: Accepting Card Sales (Recurring Payment)

    SECTION B: ACCEPTING CARD SALES (RECURRING PAYMENT) Step 1: In ‘Card Payment’ menu, tap on ‘More option’, then select ‘Recurring Payment’ Step 2: Enter payment value and sales description. Tap on ‘Continue’ and confirm the payment amount.
  • Page 15 SECTION B: ACCEPTING CARD SALES (RECURRING PAYMENT) Step 3: Enter recurring plan details. Tap on ‘Continue’. Step 4: To charge, insert card to the bottom of reader.
  • Page 16 SECTION B: ACCEPTING CARD SALES (RECURRING PAYMENT) Step 5: Customer keys in PIN on card reader and press ‘tick’ button. (Tips: Foreign cards might require cardholder’s signature, obtain customer’s signature and tap ‘Confirm Payment’) Step 6: Allow customer to read and accept the recurring payment terms and conditions.
  • Page 17 SECTION B: ACCEPTING CARD SALES (RECURRING PAYMENT) Step 7: Obtain customer’s signature for the recurring payment. Step 8: Key in customer's mobile number and/or email address to send e-receipt. Tap ‘Skip it’ if customer does not wish to receive e-receipt. Transaction completed.
  • Page 18: Accepting Qr Payment

    SECTION B: ACCEPTING QR PAYMENT Step 1: Swipe the screen to change to QR payment mode. Tap “>” for default One Time Payment (CIMB Pay). Step 1A: In ‘QR Payment’ screen, tap on ‘More option’ to select other payment method (eg. One Time Payment, Refund, etc) and...
  • Page 19 SECTION B: ACCEPTING QR PAYMENT Step 2: Enter payment value and sales description. Tap on ‘Continue’. Step 3: Confirm payment amount and Present the QR code to customer for scanning...
  • Page 20 SECTION B: ACCEPTING QR PAYMENT Step 4: Key in customer's mobile number and/or email address to send e-receipt. Tap ‘Skip it’ if customer does not wish to receive e-receipt. Transaction completed.
  • Page 21: Resend E-Receipt Or Voiding Transaction

    SECTION B: RESEND E-RECEIPT OR VOIDING TRANSACTION Step 1: Tap on the ‘Transaction’ icon Step 2: Tap on the transaction for option to resend receipt or void the transaction.
  • Page 22 SECTION B: RESEND E-RECEIPT OR VOIDING TRANSACTION Step 3A: Resend e-Receipt Tap on resend receipt. Key in customer's mobile number and/or email address and tap ‘Send Receipt’. Acknowledgement screen for send receipt or void payment. Acknowledgement screen for receipt sent.
  • Page 23 SECTION B: RESEND E-RECEIPT OR VOIDING TRANSACTION Or Step 3B: Voiding Transaction Tap on ‘Void payment’. Key in user PIN to login, then tap on ‘Void Payment’. Tap on ‘Resend Receipt’ to send successfully voided receipt. Key in customer's mobile number and/or email address and tap ‘Send Receipt’.
  • Page 24: Credit Settlement

    SECTION B: CREDIT SETTLEMENT Step 1: Tap on the ‘Transaction’ icon Step 2: Tap on the credit settlement icon. Key in user PIN to login, then tap on ‘Settle Credit’.
  • Page 25 CIMB BANK BERHAD (197201001799) (13491-P)