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barclaycard Anywhere User Manual
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barclaycard Anywhere User Manual

Barclaycard anywhere mobile pos payment terminal
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A guide to
Barclaycard
Anywhere
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Summary of Contents for barclaycard Anywhere

  • Page 1 A guide to Barclaycard Anywhere Learn more...

  • Page 2: Table Of Contents

    Contents • Barclaycard Anywhere components • Card reader specifications • Getting started • Payments • Getting the most out of Barclaycard Anywhere • Checking how your business is doing • Managing your users • Support Learn more...

  • Page 3: Barclaycard Anywhere Components

    Barclaycard Anywhere app Take payment, keep track of all your transactions, view and edit sales or customer data on-the-go, send e-receipts and get an overview of your sales performance.

  • Page 4: Card Reader Specifications

    Card reader specifications Dimensions - 134 x 70 x 16mm Charging time - 4 hours Standby time - 10 hours Weight - 126.5g Power and charging LED Micro USB charger Flip open keypad protector Retractable Smartphone connection Learn more...

  • Page 5: Getting Started

    Getting started • Installing the Barclaycard Anywhere app • Logging in to your online account • Navigating the Barclaycard Anywhere app • Navigating your online account • Viewing and changing settings Learn more...
  • Page 6 Log in to your Anywhere app online account The Barclaycard Anywhere app is available in both the You will find your personal log in details inside your welcome email. Apple App store and the Google Play store. Just search for Barclaycard Anywhere and install.
  • Page 7 Navigating the Barclaycard Anywhere app Main menu bar for App navigation Your company and user name Go straight to your sales till View your transaction history View your product list, edit and add new products View your customer list, edit and add new customers...
  • Page 8 Your Dashboard contains a summary The Users section is where you (the admin user) can add, amend and of all your company’s recent activity delete your Barclaycard Anywhere users, i.e. your mobile workforce Learn more...
  • Page 9 0844 811 6666 Parameters set by Barclaycard which define transaction limits for all Barclaycard Anywhere users Summary of all the card readers activated under your account Learn more...

  • Page 10: Payments

    Payments • Navigating the payment screen • Selecting card or cash • Taking card payments • Taking cash payments • Sending receipts • Processing refunds Learn more...
  • Page 11 Navigating the payment screen Select a customer from your customer list Camera to take pictures of new products or customers, or to select from library Add a new customer to your customer list Taking Payments Quick payment. Enter your amount here Select a product from your...
  • Page 12 Selecting card or cash Select Card or Cash Press Take Payment Learn more...
  • Page 13 Taking card payments Once connected your card reader will start communicating with your smartphone Learn more...
  • Page 14 You’ll be prompted to insert or The customer checks the swipe your customer’s card amount and enters their PIN on the card reader Learn more...
  • Page 15 Whilst the transaction data is being sent for authorisation the cardholder can track the status Authorisation is being requested from the cardholder’s bank or credit card provider by following the prompts on the Card Reader Learn more...
  • Page 16 Confirmation from Barclaycard that payment has been successfully authorised Send email receipt Press to complete Send text receipt Learn more...
  • Page 17 How to use the swipe If the chip and PIN process fails (or if the You’ll be prompted to insert or swipe your customer’s card card does not have a chip) swipe the card - face down - at 45 degrees using an even speed.
  • Page 18 The customer checks the Authorisation is being requested If at any point you wish amount and enters their from the cardholder’s bank or to cancel the transaction PIN on the card reader credit card provider press the X button Learn more...
  • Page 19 If a signature is required, you’ll be Confirmation from Barclaycard prompted to allow the cardholder that payment has been to sign on your smartphone successfully authorised Learn more...
  • Page 20 Check the signature against that on the card and approve The cardholder signs (using their fingertip or a stylus, dependent on your smartphone) and confirms the transaction by tapping the ‘OK’ button Learn more...
  • Page 21 Transaction is being completed. Once complete, you can send the cardholder a receipt Confirmation from Barclaycard that payment has been successfully authorised Learn more...
  • Page 22 Send email receipt Press to complete Send text receipt Learn more...
  • Page 23 Taking cash payments Confirm the amount Enter the amount tendered Change is automatically calculated Select Complete Payment Send email or text receipt Press to complete Learn more...
  • Page 24 Sending receipts Once you’ve selected to send a receipt by email or text you are prompted to enter an email address or phone number. These details will automatically appear if you are serving a customer who is already on your customer list.
  • Page 25 Processing refunds Select the transaction you want to refund. If you are refunding the last payment you took, it will simply be voided. Review the last payment and select refund. Learn more...
  • Page 26 Your customer must be present, with their card, to perform a refund. Connect the card reader and proceed – the process is Confirm that very similar to you want to taking a payment. give a refund. Learn more...
  • Page 27 This graphic shows your customer is checking the amount and entering their PIN on the card reader The customer checks the You’ll be prompted to insert or amount and enters their swipe your customer’s card PIN on the card reader Learn more...
  • Page 28 Authorisation is being requested This graphic shows your customer You’ll be prompted to Confirmation from Barclaycard from the cardholder’s bank or is checking the amount and entering insert or swipe their card that the refund has been successfully authorised credit card provider...
  • Page 29 This graphic shows your customer is checking the amount and entering their PIN on the card reader Send email receipt Press to complete Send text receipt Learn more...

  • Page 30: Getting The Most Out Of Barclaycard Anywhere

    Getting the most out of Barclaycard Anywhere • Managing your products, services and customers • Managing your products and services in-app • Adding products and services in-app • Managing your products and services in your online account • Adding and editing customers in-app •...
  • Page 31 This is where your business begins to take shape. You can enter products or services and add customers on both the Barclaycard Anywhere app and online portal. Adding pictures and price points into your database so that you have easy one-touch recall when you are with a customer. No more typing in individual prices while you are making a sale.
  • Page 32 Managing your products and services Search for product by name Add a new product to the list Product pictures and description Product page Learn more...
  • Page 33 Adding and editing products or services Click on the + symbol to add a new product or service Select to edit product Delete product Add product name Add picture Add unit price Select VAT Rate (0%,5%,20%) Product performance including sales per month, total sales and product rank Learn more...
  • Page 34 Managing your products and services in your online account The Products page is where you can view and edit your products, see list total sales for individual items and keep up to date with your best sellers. A summary of your best selling products Search products Add a new product to...
  • Page 35 Adding and editing customers Edit customer details Delete customer Ben Andrews 21 Sample Street London A12 3BC Customer page Customer activity details including number of payments, total value of payments and average payment Name, address and contact details held for this customer Learn more...
  • Page 36 Adding a customer to the transaction Press ‘select customer’ to Choose customer from the list The selected customer is shown. Any contact details associate a customer with or press ‘cancel’ to go back. held for this customer will be used to pre-populate the the transaction There is also a search function receipt prompt after the transaction is completed...
  • Page 37 Search your customer Add a new customer to the list. list by name This information is then synchronised to all Barclaycard Anywhere app users within your company so your sales team can stay up to date Learn more...

  • Page 38: Checking How Your Business Is Doing

    Checking how your business is doing • Viewing your performance in the online account • Viewing your performance • Viewing payments history • Viewing a payment in detail • Viewing payments in your online account • A product line in detail Learn more...
  • Page 39 Viewing your performance in your online account The Dashboard page gives you an overview of what’s happening with your business. Your monthly sales, top customers, best selling products and all your latest sales activity. You can also click through to the dedicated Payments, Customers and Products pages in the top navigation bar.
  • Page 40 Viewing your performance The app includes powerful sales analysis tools to help you keep control of your business. You can track: • Top sales • Top customers • Best-selling products • Card vs. Cash split Main menu bar Set your date range •...
  • Page 41 Top products by value Top customers by value Learn more...
  • Page 42 Total split of cash Individual sales vs card sales for the user Learn more...
  • Page 43 Choose which report you want Filter by date range Add reports Delete reports Learn more...
  • Page 44 Viewing payment history Search by customer name or amount Main menu bar Sum of payment for the day Date of transactions Payment History Time stamp Amount Status of transaction Learn more...
  • Page 45 Viewing a payment in detail Click on any transaction to see it in detail. Payment history Location when transaction took place Status of transaction Type of transaction Amount of transaction User who conducted the transaction The customer’s name Date and time of transaction Transaction ID Receipt status Receipts can be sent/...
  • Page 46 Viewing payments in your online account The Payments page is where you can view all your payments in more detail. Monthly and daily sales reports Click on any transaction to view detailed information All transactions sorted by time and date Assign transactions to a customer after it has taken place or reassign to a different customer if required...
  • Page 47 Edit details or delete Product details including products. Details will price, image and VAT rate be synchronised to all Barclaycard Anywhere app users within your company so your sales team can stay up to date A complete sales history for...

  • Page 48: Managing Your Users

    Managing your users The users page allows you (the admin user) to add new users to your account, view all your users activities and edit viewing privileges. Search through all the users set up by you, the admin user See individual user activity and edit user privileges e.g.
  • Page 49 Support You can also direct them to the product website: www.barclaycardanywhere.co.uk For any other FAQs please try the Barclaycard Business FAQ list at: ask.barclaycard.co.uk/business Or call Financial Queries: Tel 0844 811 6666 Technical Queries: Tel 0800 092 0808 Back to top...