Table of Contents
Advertisement
Quick Links
Advertisement
Table of Contents
Subscribe to Our Youtube Channel
Related Manuals for Desjardins Monetico Mobile
Summary of Contents for Desjardins Monetico Mobile
- Page 1 USER GUIDE Mobile solutions...
- Page 2 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Table of contents Click on the topic you’re looking for Using the Sales Invoices Refund guide Expenses Left-hand Help Quotes menu ← → Introduction...
-
Page 3: Using The Guide
Quotes Expenses Help menu Monetico mobile solutions Congrats on your new mobile payment solution! You can now accept card payments, both in person and over the internet, using your smartphone or tablet and our secure keypad. Using the guide The three mobile solutions (Mobile, Mobile + and Invoicing) use the same app and control panel, but have different features enabled. -
Page 4: Getting Started
Expenses Help menu Getting started First, you’ll need to download and install the Desjardins Monetico app. You can find it in the App Store (Apple) or Google Play store (Android). The online control panel can be found at desjardins-admin-en.moneticomobileplus.ca Note: If you’re using an iPad, you’ll find the app in the “iPhone only” section—but don’t worry, the app will still work fine on your tablet. -
Page 5: Changing Your Password
Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Changing your password The first time you log in, you’ll be asked to create a new password. It will need to be at least 8 characters long (Alphanumeric). Once your password has been changed, you’ll automatically be logged out. Use your new password to log back in. - Page 6 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Setting up your keypad If you’re using a Mobile or Mobile + solution, you’ll need to use Bluetooth to pair ® your device to your iCMP keypad. You’ll only need to do this once, when you’re setting up your keypad.
- Page 7 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu • Select CONFIGURATION and press the green button • Select TERM CONFIG and press the green button • Press F2 to scroll down to MOBILITY and press the green button •...
-
Page 8: Keypad Status
Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Turning off the keypad Once you’ve finished using the iCMP keypad, you can turn it off by pressing # and the yellow button at the same time. Keypad status Your keypad status will appear in the top right corner of your mobile device. -
Page 9: Making A Sale
Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Sale Available with these solutions : Mobile Mobile + Invoicing Your app automatically opens on the Sale screen, making it easy for you to quickly accept customer payments. Making a sale Use your device’s onscreen number pad to enter the amount of the sale. - Page 10 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu 3. Once you’re ready, press Pay. 4. If you’ve chosen “Credit/Debit” as your payment type, the app will send a signal to the keypad. Make sure that appears in the top right corner of your screen.
- Page 11 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Invoices Available with these solutions : Mobile Mobile + Invoicing The Invoices tab contains a list of all the payments made with your solution, plus any incomplete transactions (quotes that are approved and pending payment, refused transactions).
- Page 12 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu If you have the Invoicing solution, the refund will be issued directly to the credit card that your customer used to pay. Select Quotes and invoices from the menu on the left. •...
- Page 13 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Sample invoice Quotes Available with these solutions: Mobile Mobile + Invoicing The Quotes tab lets you see your current quotes and create new ones, which can be printed or sent to your customers by email. Note: If you only have the Invoicing solution and want to accept a credit card payment from a customer, you must create a quote and send it to them.
- Page 14 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Creating quotes On your mobile device: in the Quotes screen, to access the New quote screen. Select a customer from your list or add a new one, then add products or services to their total. You can add new products or services to your catalogue by tapping in this screen.
- Page 15 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu If you tap Save, you can choose from Save & Email quote, Draft quote or Approve quote. You can also set an expiry date for the quote and select if the quote will appear in English or French.
- Page 16 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Tapping Pay lets you accept payment on the quote. The next screen will let you record a payment method. If you are using the Invoicing solution, you will only be able to select cash, cheque or other.
- Page 17 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu • Go to the Products or Services tab. • Click and select the products and services you’d like to add to the quote. • You can adjust the quantities included in the quote by changing the number in the Quantity column.
- Page 18 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Expenses Available with these solutions: Mobile Mobile + Invoicing To keep your business in good financial shape, you need to keep track of how much you’re spending and what you’re spending it on. In Expenses, you can record and categorize all your business expenses.
- Page 19 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Left-hand menu Available with these solutions: Mobile Mobile + Invoicing Customers The Customers option displays a list of all your customers. You can select one from the list or add a new one by tapping Reports The Reports option displays a summary of your business activities.
- Page 20 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Merchant settings Merchant profile: Lets you make changes to your profile. You can save them by tapping Save. Add user: Lets you create a new user who will have access to your account. You can give them a unique username and password, and select from two user types: Normal has access to admin and refund functions only, while Administration has access to everything.
- Page 21 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Transaction list: Lets you see the list of transactions processed by the keypad. This list can be printed or sent by email or text message. Terminal status: Lets you see the keypad’s status. Reprint last transaction: Lets you the most recent card transaction processed by your iCMP keypad.
- Page 22 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Advanced settings Touch ID (iOS) /Fingerprint scanner (Android): Lets you activate or deactivate your Touch ID/ Fingerprint scanner feature. If it’s enabled, you can open your app using your fingerprint instead of your password. Face ID (iOS) is also supported and lets you activate your Face ID/Facial recognition feature.
- Page 23 Left-hand Refund Using the guide Sales Invoices Quotes Expenses Help menu Transactions Available with these solutions: Mobile Mobile + Invoicing This option displays a list of all the transactions that you’ve completed using your mobile solution. Tap on a transaction to view the client or merchant copy, send it to the customer or print a receipt.
-
Page 24: Need Help
Emails and texts At Desjardins, we make every effort not to spam you by email or text. We have set up strict procedures so only messages generated by the system are sent to you.
Need help?
Do you have a question about the Monetico Mobile and is the answer not in the manual?
Questions and answers