Chase Mobile Checkout-PLUS User Manual page 2

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)................................................................................ 13
Pairing Your iCMP Card Reader ...................................................................................................... 18
Activate Your Card Reader ............................................................................................................... 22
Activate Tap to Pay on iPhone......................................................................................................... 26
Performing a Sale ................................................................................................................................ 27
If the payment is intended to be processed via Card Reader: .................................................. 27
Payment Processing via Card Reader or tap to pay on iPhone: ............................................... 27
New Sale – Select Product ................................................................................................................ 27
Accepting Payment............................................................................................................................ 30
Adding a "Memo" to your transaction ............................................................................................ 32
Transaction confirmation and Sending a Receipt ........................................................................ 33
Managing Your Product Catalogue .................................................................................................. 34
Searching the Product Catalogue ................................................................................................... 34
Adding a new Product ...................................................................................................................... 35
Editing a Product .............................................................................................................................. 37
Deleting a Product ............................................................................................................................ 37
Managing Categories ........................................................................................................................ 38
Managing Taxes ................................................................................................................................ 39
Reviewing Sales .................................................................................................................................... 41
Resending a Receipt .......................................................................................................................... 43
Updating Your Account Profile ......................................................................................................... 44
Changing Your Mobile Number ...................................................................................................... 44
Changing Your Language ................................................................................................................ 44
Updating Your Security Settings ...................................................................................................... 45
Changing Your Password ................................................................................................................. 45
Changing Your Verification Preference ........................................................................................... 45
Updating Your Merchant Settings ................................................................................................... 46
Viewing Your Merchant Profile ........................................................................................................ 46
Managing Card Readers ..................................................................................................................... 47
Viewing Your Card Readers .............................................................................................................. 47
Chase Mobile Checkout-PLUS
iOS User Guide 2024-04
Updated June 4, 2024
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