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Chase Mobile Checkout-PLUS User Manual

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Chase Mobile Checkout-PLUS
iOS Mobile Application User Guide
Grow your business – whenever and wherever you want in Canada!
Version 2024-04
June 4, 2024

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Summary of Contents for Chase Mobile Checkout-PLUS

  • Page 1 Chase Mobile Checkout-PLUS iOS Mobile Application User Guide Grow your business – whenever and wherever you want in Canada! Version 2024-04 June 4, 2024...
  • Page 2 Contents Welcome to Chase Mobile Checkout-PLUS ..................4 Getting Started ............................5 Download the App ..........................6 Signing In ..............................7 Activating Your Card Reader ........................ 8 Determining Which Version of the Link/2500 You Have ..............8 Pairing Your Link2500 Card Reader (v30.01)................... 9 Pairing Your Link2500 Card Reader (v30.42)................
  • Page 3 Replacing a Tap to Pay on iPhone Device ..................48 Re-Initializing a Card Reader ......................49 Setting Up Tips ........................... 49 Configuring Your Manual Entry Card Settings ................50 Customizing Your Receipts ....................... 51 Chase Mobile Checkout-PLUS iOS User Guide 2024-04 3 of 52 Updated June 4, 2024...
  • Page 4 Canada. All you need is a Bluetooth enabled mobile device with the CMC-PLUS app, our supported card reader, and a merchant account with Chase® Merchant Services to experience the benefits of our newest mobile payment processing solution. This user guide will introduce you to the CMC-PLUS Mobile App where you will be able to accept debit and credit card payments with your card reader and track your sales.
  • Page 5 Getting Started To use CMC-PLUS, you will need to first set up an account with Chase® Merchant Services. To speak with a Sales Representative, please call 1-866-833-8182. Once your account has been created, you will be sent a welcome e-mail containing a link to validate your email address.
  • Page 6 CMC-PLUS. Once the CMC-PLUS Mobile App has been downloaded to your device, you will need to sign in to your account before you can use it. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 6 of 52 Updated June 4, 2024...
  • Page 7 Forgot your password? You can reset your password yourself using the CMC-PLUS Mobile App, via the Merchant Portal at mychase.ca, or by calling Merchant Support at 1-800-265-5158. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 7 of 52 Updated June 4, 2024...
  • Page 8 To determine which version you have, simply power on your device and wait until you see one of the two following screens: Link/2500 version 30.01 Link/2500 version 30.42 Chase Mobile Checkout-PLUS iOS User Guide 2024-04 8 of 52 Updated June 4, 2024...
  • Page 9 1. Press the OK button at the front of your card reader. Access the Pairing Menu: 2. When you see the screen shown to the right, select the language you wish to use for the pairing process. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 9 of 52 Updated June 4, 2024...
  • Page 10 4. On the next screen, select Phone pairing and press OK. Your card reader will become available for Bluetooth pairing. Use F2 and F3 keys to move up and down. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 10 of 52...
  • Page 11 If you see any device in the list, select them and then select “Dissociate”. Continue to pair your new mobile device as described in steps 4 and 5. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 11 of 52 Updated June 4, 2024...
  • Page 12 Allow it to complete the loading process and arrive to the screen shown here. Note If the connection was not successful, you can retry the pairing process. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 12 of 52 Updated June 4, 2024...
  • Page 13 2. Press the F key within 3 seconds of the home screen appearing. If you miss the timing you can restart your device by holding # and at the same time. Then press to restart. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 13 of 52 Updated June 4, 2024...
  • Page 14 Open the Wireless app and Select your language: 3. Select ‘Wireless App’ from the main menu and then select your preferred language. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 14 of 52 Updated June 4, 2024...
  • Page 15 Enable Pairing Mode 4. On the wireless app menu, select 0-Bluetooth. On the next screen select Phone Pairing and press OK. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 15 of 52 Updated June 4, 2024...
  • Page 16 If you see any device in the list, select them and then select “Dissociate”. Continue to pair your new mobile device as described in steps 4 and 5. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 16 of 52 Updated June 4, 2024...
  • Page 17 Allow it to complete the loading process and arrive to the screen shown here. Note If the connection was not successful, you can retry the pairing process. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 17 of 52 Updated June 4, 2024...
  • Page 18 3. Press and hold the power button on the side of your card reader. If the card reader is already on, holding down the power button will reboot it. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 18 of 52 Updated June 4, 2024...
  • Page 19 Access the Pair Device Menu: 6. In the BT Pairing menu, select option 2 – Pair Device (iOS) by pressing 2 on the card reader. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 19 of 52 Updated June 4, 2024...
  • Page 20 8. Select your iOS device on the card reader. The following screens will be displayed on your Card Reader and iOS device. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 20 of 52 Updated June 4, 2024...
  • Page 21 Connected besides the card reader name in the Bluetooth settings menu. 11. On the card reader press to exit the Bluetooth pairing menu and return to the default information screen. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 21 of 52 Updated June 4, 2024...
  • Page 22 1. To view card reader status, open the main application menu. 2. Press the settings icon to the right of the status in the main menu to open the Connection Manager. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 22 of 52 Updated June 4, 2024...
  • Page 23 1. Press Scan in Connection Manager (if the list is empty). 2. Press the device from the list that you’d like to activate (if it’s not already connecting). Chase Mobile Checkout-PLUS iOS User Guide 2024-04 23 of 52 Updated June 4, 2024...
  • Page 24 4. The card reader will begin to activate. The activation process may take a few minutes. Once it is completed, you will see a confirmation screen Chase Mobile Checkout-PLUS iOS User Guide 2024-04 24 of 52 Updated June 4, 2024...
  • Page 25 6. The card reader will display a welcome screen when activation is complete. You are now ready to accept Debit & Credit payments! iCMP Welcome Screen Link2500 Welcome Screen Chase Mobile Checkout-PLUS iOS User Guide 2024-04 25 of 52 Updated June 4, 2024...
  • Page 26 Please Note: The Merchant must use their Owner account to activate the first Tap to Pay device as it requires that the user accept legal agreements with Apple on behalf of the Merchant. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 26 of 52...
  • Page 27 Quick Sale located at the top of the screen. This screen is the first screen that the user sees after logging in and it can be also accessed from the main menu. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 27 of 52 Updated June 4, 2024...
  • Page 28 10. Once all items are added, press the cart icon in the top right corner of the New Sale screen to go to the cart screen. For the next steps, see Accepting Payment below. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 28 of 52 Updated June 4, 2024...
  • Page 29 3. After selecting your products for sale, press the cart icon in the top right corner of the New Sale screen or press on Subtotal at the bottom of the pate to continue. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 29 of 52...
  • Page 30 You can add a note to your transaction by pressing ADD next to Memo. See “Memo” for more details. Select the payment method for your sale: • Tap to Pay on iPhone • Debit/Credit • Manual Entry • Cash Chase Mobile Checkout-PLUS iOS User Guide 2024-04 30 of 52 Updated June 4, 2024...
  • Page 31 The card reader will prompt you to collect the following: Card Number Expiration Date CVD (Back of the Card) Chase Mobile Checkout-PLUS iOS User Guide 2024-04 31 of 52 Updated June 4, 2024...
  • Page 32 If you’d like to edit the memo, you can do so by pressing Edit next to Memo. 4. Edit the memo and press “Save” to save the changes or press “Delete” to remove the memo completely. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 32 of 52...
  • Page 33 Once the transaction is completed a summary page will be displayed. Choose to send a receipt to the customer via email and/or a mobile number. Otherwise, continue without sending a receipt. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 33 of 52...
  • Page 34 The products in the catalogue are sorted by name in alphabetical order. If you are having trouble finding a product, you can click on the Search icon in the top right part of the screen to search. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 34 of 52...
  • Page 35 3. Select Taxes to display a list of taxes configured for your business. See Managing Taxes for more information. 4. Select the applicable taxes, and press Done to apply it to the product. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 35 of 52 Updated June 4, 2024...
  • Page 36 • Capture Image: Use your mobile device’s camera to take a picture of the product. • Choose Image: Select an image from the gallery on your mobile device. Note: Remove Image will be displayed, if an image is present. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 36 of 52 Updated June 4, 2024...
  • Page 37 2. Slide the product to the left to reveal the delete button. Press Delete remove it from the catalogue. OR Select the product you wish to Delete. Press Delete at the bottom. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 37 of 52 Updated June 4, 2024...
  • Page 38 To edit a category: 1. Select a category in the list to edit it. 2. Update the Category Name or choose the Associated product(s) and press Save. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 38 of 52 Updated June 4, 2024...
  • Page 39 Editing a Tax You can edit a tax you have previously set up. To edit a tax: 1. Go to Product Catalogue from the main menu. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 39 of 52 Updated June 4, 2024...
  • Page 40 1. Go to Product Catalogue from the main menu. 2. Select the Taxes tab. 3. Select the tax you would like to disable. 4. Press Delete and confirm the deletion. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 40 of 52 Updated June 4, 2024...
  • Page 41 2. Set the desired options in the user view, payment method and the date range sections. 3. Click Apply Filters Need to find a past transaction? You can track your historical transactions from the past 18 months. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 41 of 52 Updated June 4, 2024...
  • Page 42 Unique order number for the transaction Time: Time the transaction was performed Amount: Total amount for the transaction including taxes and tips. Voids and refunds are displayed in red. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 42 of 52 Updated June 4, 2024...
  • Page 43 2. Browse for the particular transaction you would like to send a receipt for. 3. Press on the transaction to view the details. 4. Enter the customer’s email address or mobile number and press Send Receipt. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 43 of 52...
  • Page 44 2. Press EDIT next to the Language preference to change the language. 3. Select English or French and press Save. Note The language you select is saved for both the Mobile App and Merchant Portal. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 44 of 52 Updated June 4, 2024...
  • Page 45 2. Press EDIT next to the MFA Preference to change the verification preference. 3. Choose the new Verification Preference (either “SMS” or “Authenticator App”) and press Next. 4. Follow the steps and press Save. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 45 of 52 Updated June 4, 2024...
  • Page 46 To change the name or address associated to your merchant profile, please call Merchant Support at 1-800-507-0782. To view your merchant profile: 1. Go to Settings > Business Profile from the main menu. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 46 of 52 Updated June 4, 2024...
  • Page 47 2. Choose the card reader you would like to update the name for. 3. Press EDIT next to the Alias 3. Enter the new Alias (Name) and press Save. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 47 of 52 Updated June 4, 2024...
  • Page 48 Replacing a Tap to Pay on iPhone Device 1. Go to Hardware from the main menu. 2. Choose the card reader. 3. Press Deactivate. 4. Confirm deactivation. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 48 of 52 Updated June 4, 2024...
  • Page 49 To enable tips: 1. Go to Settings > Transaction Settings from the main menu. 2. Switch the Enable Tips toggle on and press Save. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 49 of 52 Updated June 4, 2024...
  • Page 50 If the Manual Entry feature is enabled, you may choose to collect CVD (the 3-4 digit code on the back of the card) or AVS (the customer’s billing address) while performing a sale for additional fraud protection. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 50 of 52...
  • Page 51 1. Go to Settings > Receipts from the main menu. 2. Type your message. 3. Preview your message below. 4. Press Save. The custom message is a good place to display your business tax number. Chase Mobile Checkout-PLUS iOS User Guide 2024-04 51 of 52 Updated June 4, 2024...
  • Page 52 Mobile Checkout–PLUS application, a merchant services account with Chase® Merchant Services, and a Chase Mobile Checkout – PLUS supported PIN Pad. There is no charge to download the Chase Mobile Checkout – PLUS app, but there may be charges associated with the PIN Pad. When using the app, message and data rates may apply. Such charges include, but are not limited to, those from your communications service provider.