PAYware Mobile User Guide for Android Devices

PAYware Mobile for Android ™ User Guide
Version 1.00
Notice
Copyright June 2011, VeriFone Systems, Inc. All rights reserved. VeriFone, the VeriFone logo,
®
PAYware , PAYware Mobile™, PAYware Connect™, and VeriShield Protect are either trademarks or
registered trademarks of VeriFone in the United States and/or other countries.
Android ™ and Android Market ™ are trademarks of Google, Inc. MOTOROLA and the Stylized M logo are
registered in the US Patent and Trademark Office.
All other brand names and trademarks appearing in this publication are the property of their respective
holders.
PAYware Mobile Sales: (866) 853-7600
PAYware Mobile Support: (800) 839-0947
www.paywaremobile.com
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Table of Contents
Notice..................................................................................................................... 2
Table of Contents ...................................................................................................... 3
Overview................................................................................................................. 4
Why PAYware Mobile ................................................................................................ 4
Getting Started ......................................................................................................... 5
Downloading PAYware Mobile...................................................................................... 5
Launch PAYware Mobile............................................................................................. 9
Setting up PAYware Mobile..........................................................................................10
Live Mode ............................................................................................................ 11
Test Drive Mode ..................................................................................................... 11
Registering your Android with PAYware Connect .............................................................. 12
Merchant Settings................................................................................................... 14
Client ID........................................................................................................... 14
Device Fields ..................................................................................................... 14
Accepted Cards and Available Transactions................................................................. 15
Clear Account from Device ........................................................................................ 15
Processing Transactions with PAYware Mobile..................................................................16
Standard Transaction Processing ................................................................................. 16
Transaction Info ................................................................................................. 18
Additional Information.......................................................................................... 19
Application Settings ..................................................................................................21
PAYware Mobile Reports.............................................................................................23
Custom Fields........................................................................................................ 23
Last Transaction Search ........................................................................................... 24
Daily Summary Report ............................................................................................. 25
Transaction Search ................................................................................................. 25
Transactions Log .................................................................................................... 26
Merchant Portal .......................................................................................................28
User Management ................................................................................................... 29
Create New User................................................................................................. 29
Edit User .......................................................................................................... 31
Settlement ........................................................................................................... 32
PAYware Mobile Help Files ..........................................................................................35
Contact Information ..................................................................................................36
Telephone............................................................................................................ 36
Web Site.............................................................................................................. 36
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Overview
PAYware Mobile is VeriFone’s mobile payment solution that works with Android ™ devices running
Android OS version 1.5 or higher. PAYware Mobile is the perfect complement to a total business
operations solution by consolidating all payments in one centralized portal. For merchants who have
multiple points of payment—storefront, remote sales, and telephone orders—adding the ability to take
payments wherever the need arises enables increased sales by offering the payment option of credit
cards at any time. Expand your customer base by serving merchants on the go who previously have not
wanted to invest in a full-blown Point of Sale (POS) solution or mobile payment terminal.
PAYware Mobile works in conjunction with PAYware Connect, our hosted payment gateway solution
that routes transactions to various U.S. payment processing companies.
Why PAYware Mobile
All merchants who accept credit cards for payments know that in doing so, consumers tend to spend
more and shop more often when paying with credit cards. Many smaller businesses, such as home
services and delivery, have not yet had the ease to accept electronic payments. PAYware Mobile is
ideal for small businesses—such as cafes, door-to-door sales, and home repair services—that typically
have not been able to access payment applications.
Credit cards can be accepted by simply keying the card number into your Android.
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Getting Started
Downloading PAYware Mobile
Download PAYware Mobile using the Android Market™ app.
Once you tap the Market app, press the Search icon
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to find VeriFone’s PAYware Mobile app.
Type the words verifone payware in the search bar and tap Go.
Tap the PAYware Mobile app.
Example Android Market screenshot, PAYware Mobile Download page
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The PAYware Mobile About window will appear. Read the notice and then tap Install.
Confirm privileges by tapping OK.
Exit Market app.
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under your current apps.
PAYware Mobile will appear as a PAYWare icon
Touch and hold the PAYWare icon to move to your home screen.
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Launch PAYware Mobile
Simply tap or select the PAYware Mobile icon to begin. If this is your first time starting the application,
you will be asked to create a Security PIN. You will need to enter this code every time you start
PAYware Mobile, so use something easy to remember.
Enter security PIN twice and tap OK.
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Setting up PAYware Mobile
Once you have established your PIN, the PAYware Mobile setup assistant will launch.
Tap Activate Account. The Merchant Settings window will allow you to select whether you wish to
stay in Test Drive mode or activate your account (also known as Live mode). The following sections
explain Test Drive mode, Live mode, and Demo mode.
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Live Mode
PAYware Mobile's Live mode is the primary, fully-functioning mode of operation. Live mode is a live
processing environment; all transactions are sent to the PAYware Connect gateway for actual
processing through your active merchant account. To turn on Live mode, complete the following
instructions.
1. From the Merchant Settings screen, tap Live. You will still need to register your Android with
PAYware Connect, as described in the section Registering your Android with PAYware Connect
(see page 12).
2. Tap your Android’s Back button to return to the PAYware Mobile’s main transaction screen. To turn
Live mode off, simply return to the Merchant Settings screen and select a different mode.
Test Drive Mode
PAYware Mobile's Test Drive mode can be used to familiarize individual merchants with the use of
PAYware Mobile and transaction processing in general. Test Drive mode includes a preconfigured test
merchant account and test credit card to communicate to the PAYware Connect Demo system. The
Amount, Credit Card Number, and Expiration Date are hard-coded and cannot be changed. Actual
“live” transactions cannot be processed in Test Drive mode. To turn on Test Drive mode, complete the
following instructions.
1. From the Merchant Settings screen, tap Test Drive. In Test Drive mode you will be able to review
the functionality without the need for a live account.
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2. Press your Android’s Back Key or the Back button to return to the PAYware Mobile’s main
transaction screen. To turn Test Drive mode off, simply return to the Merchant Settings screen
and select a different mode.
Demo Mode
PAYware Mobile's Demo mode is currently only available to specific VeriFone Partners (Test Drive
mode is available to individual users). Demo mode can be used to familiarize those merchants with the
use of PAYware Mobile and transaction processing in general. Demo mode can also be used to test the
connectivity between those merchants' phones and the PAYware Connect gateway. To turn on Demo
mode, complete the following instructions.
1. From the Merchant Settings screen, tap Demo. You will still need to register your cell phone, as
described in the help section Registering your Android with PAYware Connect (see page 12). In
Demo mode, all transactions will be processed through the PAYware Connect Demo system through
a test merchant account and test credit cards.
2. Press your Android’s Back Key or the Back button to return to the PAYware Mobile’s main
transaction screen. To disable Demo mode, simply return to the Merchant Settings screen and
select a different mode.
Registering your Android with PAYware Connect
The following information explains how to set up a live account. However, if you have been instructed
by your VeriFone representative to set up a Demo or Test Drive account, consult either of those
sections instead.
1. Obtain your Client ID, User ID, and Password from your Activation e-mail or from your PAYware
Connect administrator and write them down.
2. Start up PAYware Mobile, enter your PIN, and tap the Activate Account button. Alternatively, you
can press the Menu button on your Android (from PAYware Mobile’s main transaction screen) and
select the Merchant Settings option. Make sure you are in Live mode.
3. Tap Register Device. You should now see the registration screen. Tap to select the top box labeled
Client ID and enter the Client ID you received from your PAYware Connect administrator.
(
Note: By default, the Live button (near the bottom of the screen) is selected. However, if
you have been instructed by your VeriFone representative to set up a Demo or Test Drive
account, select the appropriate button instead.
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4. Enter the Username and Password you received from your Activation e-mail. Tap Continue.
6. Once your phone is successfully authorized, your phone will receive a Device Key. The Device Key
authorizes the mobile device, and is automatically transferred to your phone (you do not need to
manually enter it). PAYware Mobile will then confirm that it has been registered.
7. After registration, the Accepted Cards and Available Transactions are loaded and the app is ready
to use. Press Back to return to the PAYware Mobile’s main transaction screen. You may now begin
processing transactions (see page 16).
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Merchant Settings
The following brief descriptions apply to PAYware Mobile’s three different modes: Live, Test Drive,
and Demo mode.
Client ID
The Client ID is assigned by VeriFone and is your PAYware Connect account number. It can be obtained
from your PAYware Connect administrator or activation e-mail and must be entered into the Merchant
Settings screen.
Device Fields
•
•
•
•
Device Key – This will be populated when your phone has been registered with the PAYware
Connect gateway.
Device ID – This is also known as your UDID. This will be populated when your phone has been
registered with the PAYware Connect gateway.
Last Resync – This is the date of the last sync to the PAYware Connect gateway.
Last Key Change – If you perform a key change (for security reasons) in the PAYware Connect
console, this shows the date of that last key change.
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Accepted Cards and Available Transactions
When you register your phone with the PAYware Connect gateway, the allowed card types and
transaction types set up for your account will be shown in this area.
Clear Account from Device
!
WARNING: This will erase your PAYware Mobile Client ID and Device Key. Use this
function if you need to deactivate your phone's access to your PAYware Connect account.
You will not be able to use the deactivated phone to process live transactions unless your
PAYware Connect administrator authorizes a re-sync to the account.
1. Starting from PAYware Mobile’s main transaction screen, press the Menu button on your Android
and select the Merchant Settings option.
2. You should now see the Merchant Settings screen. Click the Clear Account from Device button.
3. PAYware Mobile will prompt you for confirmation. This operation cannot be undone.
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Processing Transactions with PAYware Mobile
Now that you have set up PAYware Mobile, you are ready to process transactions.
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Best Practice Note: The following instructions will provide you with steps for processing
transactions with the PAYware Mobile application. However, before using PAYware Mobile
to do actual "live" business, we highly recommend that you process a $1.00 transaction
using a real credit card number. Settle this transaction through PAYware Connect and
check your bank account to ensure that the funds have been transferred. This
recommendation applies to all new PAYware Connect merchant accounts.
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Note: Remember that the actual transfer of funds can take several business days
(depending on processing company, merchant bank, etc.)
Standard Transaction Processing
The first thing you will need to do is select the type of transaction you would like to process. This can
be done by clicking the transaction type button at the upper-left of the main transaction screen (shown
as Sale in the screenshot above). The following list details each type of transaction available in
PAYware Mobile.
•
Sale– A Sale transaction decreases the cardholder's “open to buy” amount. It authorizes a
transfer of funds from the cardholder's account to your account through your credit card
processor.
•
Pre-Auth – A Pre-Auth reduces a cardholder's account's “limit to buy” for a predetermined
amount of time based in on the cardholder’s issuer. A Pre-Auth is the first half of a sale. A PreAuth specifies that amount to be set aside for a potential transfer of funds. The funds are not
transferred at batch settlement/close unless a Completion is performed. As previously
mentioned, there is a time limit on a Pre-Auth's usability. The processor determines the time
limit, which is around 7 days, for honoring the authorization. You should contact your merchant
service provider/credit card processing company for the exact time. Pre-Auth transactions can
be used if you are ready to authorize the card, but will be shipping it the product at a later
time. When you actually ship the product, you would then perform a Completion transaction.
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•
Voice-Auth – There may be times when you will not be able to receive an authorization (due to
connectivity issues). Your merchant account provider will give you a number to call to receive
verbal authorizations during those times. Even though your merchant account provider has
verbally authorized your transaction, you still must enter it into PAYware Mobile to mark it for
settlement. Use the Voice-Auth transaction type to enter the customer's card number,
transaction amount, and the authorization code you received from your merchant account
provider.
•
Refund – Use this transaction type to perform a “return,” by crediting funds back to the
cardholder’s account.
•
Force Sale/Pre-Auth/Voice-Auth/Refund – This overrides any “duplicate checking” that
PAYware Connect may perform on your account, allowing you to process the same card for the
same amount on the same day.
Details: Depending on how your PAYware Connect account was set up, you may be protected
against accidental duplicate transactions. This option is a safety feature. When enable, only
one transaction for a certain amount can be processed on a particular credit card number per
day. This does not mean that you can't process other transactions. It just prevents accidental
duplicate transactions.
Clear All Transaction Fields – Selecting this option will clear all the data from the Transaction Screen
of the transaction screen.
After you have selected a transaction type, you can specify the amount of the transaction. Select the
Amount field (if that field is not already selected) and enter the transaction amount. Next, you must
input the customer's card data. Use your Android’s touchpad to easily navigate through the transaction
fields (detailed below). Once you’ve provided all applicable information, tap SUBMIT to complete the
transaction.
•
Amount – This is the dollar amount that PAYware Mobile will use to process the transaction.
•
Credit Card Number – Use this field to manually enter the credit card number. After you enter
the credit card number and move to the next field, PAYware Mobile will mask this data (for
security reasons).
•
Exp. MM/YY – Use this field to manually enter the credit card's expiration date. After you enter
the expiration date and move to the next field, PAYware Mobile will mask this data (for
security reasons).
•
CVC/CVV – Use this field to manually enter the credit card's CVC/CVV. This is three-digit
number on the back of a credit card (four-digits on the front of AMEX cards). This code,
sometimes called a security code, validates that the card is in the cardholder’s hand. After you
enter the security code and move to the next field, PAYware Mobile will mask this data (for
security reasons).
•
ZIP Code – Use this field to manually enter the cardholder's billing ZIP code. Providing the ZIP
code during a manually keyed transaction may help you to achieve the lowest possible rate for
a manually enter transaction. This field also supports alpha-numeric entry for Canadian Postal
Codes.
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SUBMIT – Once all data has been entered, tap the SUBMIT button to transmit the transaction to
PAYware Connect for authorization. Be sure you enter any Additional Information (see page
19) or Custom Fields (see page 23) prior to tapping SUBMIT.
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Transaction Info
Once PAYware Connect has processed your transaction, PAYware Mobile will display the results in the
Transaction Info window.
•
CTROUTD - The CTROUTD is a unique identifier in PAYware Connect for each transaction
processed through your PAYware Mobile application. You may use this number to perform Void
transactions, add signatures, add tips, and perform transaction searches.
•
Invoice - Invoice number of transaction (if you added one using the Additional Info screen (see
page 19)).
•
Date/Time - This is the date/time that the transaction was processed, in the format:
YEAR.MONTH.DAY HH:MM:SS
•
Transaction - This is the type of transaction that was processed
•
Auth. Code - This is the authorization code issued by your credit card processing company.
•
Tip Amt – This is the tip amount associated with the transaction (if you added one using the
Additional Info screen (see page 19)).
•
Tax Amt – This is the tax amount associated with the transaction (if you added one using the
Additional Info screen (see page 19)).
•
•
Account # - This is the customer’s credit card account number used to process the transaction.
Email – This is the customer’s email address [if you added one using the Additional Info screen
(see page 19)].
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Follow on transactions – The following buttons may display at the bottom of the screen.
•
Void - Select Void if you want to void the transaction that was just processed.
•
Refund - Select Refund if you want to refund an amount to the transaction that was just
processed.
•
Add Tip - Select Add Tip if you want to add a tip to the transaction that was just processed.
•
Back – Select Back if you want to return to the main transaction screen.
Additional Information
Before PAYware Connect processes your transaction, you can specify a tax or tip amount/percent using
the Additional Information screen. From the transaction screen, tap Menu and then tap Additional
Information to access the Additional Info screen.
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Enter Percent (Tip) -- If you enter a tip percentage (example: 20.00 for 20%) into this field, it
will be applied to the active transaction. You may use either this field OR the Enter Amount
(Tip) field.
•
Enter Amount (Tip) -- If you enter a tip amount (example: 2.00 for $2) into this field, it will be
applied to the active transaction. You may use either this field OR the Enter Percent (Tip)
field.
•
Enter Percent (Sales Tax) -- If you enter a sales tax percentage (example: 8.00 for 8%) into
this field, it will be applied to the active transaction. You may use either this field OR the
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Enter Amount (Sales Tax) field.
•
Enter Amount (Sales Tax) -- If you enter a sales tax amount (example: 1.00 for $1) into this
field, it will be applied to the active transaction. You may use either this field OR the Enter
Percent (Sales Tax) field.
•
Invoice # -- If you enter an invoice number into this field, it will be applied to the active
transaction. The invoice number of the transaction is optional and assigned by you, the
merchant.
•
Email Address -- If you enter a cardholder e-mail address into this field, it will be applied to
the active transaction.
•
Employee ID -- If you enter an employee ID into this field, it will be applied to the active
transaction.
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Application Settings
The Application Settings menu allows you to configure several important settings. To access this menu
from PAYware Mobile’s main transaction screen, press the Menu Key on your Android or Menu button
and select the Application Settings option. Click the words Application Settings. You should now see
the Application Settings menu. You may modify any of the following settings:
Tip Percent -- If you enter a tip percentage (example: 20.00 for 20%) into this field, it will be applied
to all applicable transactions (Sale, Pre-Auth, etc.). If you configure a Tip Percent here, you won't
need to manually specify one when processing transactions. PAYware Mobile will automatically add the
Tip Percent that you have specified in this field and send the total amount of sale + tip to the
processor for authorization.
Sales Tax Percent -- If you enter a sales tax percentage (example: 6.00 for 6%) into this field, it will
be applied to all applicable transactions (Sale, Pre-Auth, etc.). If you configure a Tax Percent here,
you won't need to manually specify one when processing transactions. PAYware Mobile will
automatically add the Tax Percent that you have specified in this field and send the total amount of
sale + tip to the processor for authorization.
PIN Entry Grace Period (minutes) -- This is the period of time in which a PIN can be entered before
timeout.
Reverse Keyboard -- If this is enabled, PAYware Mobile will display the numbers on the keyboard in
reverse order.
Show Info Screen After Slide/Zip Code –- If this is enabled, PAYware Mobile will display the Additional
Info screen after Zip Code is entered. Slide is not applicable.
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Prompt for Tip on Completion -- If this is enabled, PAYware Mobile will prompt you for a Tip Amount
during a Completion transaction. The amount sent to the processor for authorization will be the total
amount of sale + tip.
Prompt for Email on Submit -- If this is enabled, PAYware Mobile will prompt you for an Email Address
during transaction. A receipt will be emailed to the address you enter.
Clear Log -- Tap this button to erase all the PAYware Mobile Transaction Log entries stored on your
phone. This will not affect the data stored at the PAYware Connect gateway.
Change PIN -- Tap this button to change your PAYware Mobile Security PIN.
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PAYware Mobile Reports
There are multiple reporting options available within the PAYware Mobile application.
Custom Fields
Additional transaction information can be included with the transaction information sent to the
gateway. The information that you enter here will only be used for the active transaction and will be
cleared from the Additional Info screen after it has been submitted. This screen is not a “standard”
report; rather, it’s a way of entering data that can later be viewed in a transaction report. To enter
additional transaction information:
1. Starting from PAYware Mobile's main transaction screen, press your Android’s Menu Key or Menu
button.
2. You should now see the PAYware Mobile’s main menu. Select the words Custom Fields.
3. You should now see the Custom Fields screen. Enter any available information that applies to this
transaction.
(
Note: The information that you enter here will only be used for the active transaction and
will be cleared after it has been submitted.
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•
•
Column –- Used to create a custom label that will be associated with the product(s) sold in the
transaction.
Value –- Used to create a value for the custom label.
4. After you've entered all applicable information, press your Android’s Back Key or Back button to
return to the main transaction screen and SUBMIT the transaction.
Last Transaction Search
You may use the Last Transaction feature to connect to the PAYware Connect gateway and retrieve
information about the most recently submitted transaction (status, result, etc.). To access the Last
Transaction feature:
1. Starting from PAYware Mobile's main transaction screen, press your Android’s Menu Key or the
Menu button.
2. You should now see the PAYware Mobile’s main menu. Select Last Transaction. PAYware Mobile
will ask you to confirm this action.
3. Once the data has been retrieved from PAYware Connect, the Last Transaction window will display
detailed information about the most recently submitted transaction (status, result, etc.).
4. Press your Android’s Back Key or Back button to return to the main transaction screen.
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Daily Summary Report
The Daily Summary is a summary of the current days' transactions. No follow-on transactions (Void,
Add Tip, etc.) may be performed from the Daily Summary listing screen. Instead, use a listing
generated by the Transaction Log to perform follow-on transactions. The Daily Summary can be emailed (as a plain text file) directly from PAYware Mobile to the recipient of your choice. To access the
Daily Summary:
1. Starting from PAYware Mobile's main transaction screen, press your Android’s Menu button.
2. You should now see PAYware Mobile’s main menu. Select the words Daily Summary. PAYware
Mobile will ask you to confirm this action.
3. You should now see the Daily Results screen. This is a list of all of the transactions performed
through your phone on the current day, ordered by transaction type.
4. Press your Android’s Back button to return to the main transaction screen.
Transaction Search
The Transaction Search feature allows you to search for previously completed transactions that reside
on the PAYware Connect gateway. It does not search the local log (on your phone). Only those fields
that you fill out will be used to generate the search. The application will retrieve the results from
PAYware Connect and display your search in list format.
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The search criteria options are:
•
•
•
•
•
•
CTROUTD -- This is a unique identification number for each transaction performed. The
CTROUTD can be found in the detailed information for each transaction.
Start Amount -- The lowest amount of the range of transaction amounts you wish to search.
The amount must be in the format of DDDD.CC, no symbols (example: $19.56 should be entered
as 19.56). You must also specify an End Amount value (if you enter a Start Amount value).
End Amount -- The highest amount of the range of transaction amounts you wish to search.
The amount must be in the format of DDDD.CC, no symbols (example: $19.56 should be entered
as 19.56). You must also specify a Start Amount value (if you enter an End Amount value).
Start Date -- The first field is the starting date of the range of transaction dates you wish to
search. Put a checkmark next to this field, and specify the desired date by clicking the date
that is already shown. You must also specify an End Date value (if you enter a Start Date
value).
End Date -- The first field is the starting date of the range of transaction dates you wish to
search. Put a checkmark next to this field, and specify the desired date by clicking the date
that is already shown. You must also specify a Start Date value (if you enter an End Date
value).
Invoice -- This optional search field allows you to search for transactions with a specific invoice
number.
To perform a transaction search:
1. Starting from PAYware Mobile's main transaction screen, press your Android’s Menu button.
2. You should now see the PAYware Mobile’s main menu. Select the words Transaction Search.
3. The Transaction Search screen will display. Fill out the search criteria for your transaction search;
only those fields that you’ve filled out will be used to generate the search. Tap the Search button,
and PAYware Mobile will ask you to confirm this action. You will then see the transaction(s) that
matched your search in the search results window.
4. Press your Android’s Back button to return to the main transaction screen
Transactions Log
The Transactions Log is a local listing of all transactions (successful and unsuccessful) processed
through your device, and it includes comprehensive information about each transaction. This report
also allows for follow-on transactions to be performed on existing transactions (Sale/Void, PreAuth/Completion, etc.). The Transaction Log can be used to:
•
•
•
Perform an Add Tip transaction
Perform a Refund transaction
Perform a Void transaction
To access the Transactions Log:
1. Starting from PAYware Mobile's main transaction screen, press your Android’s Menu button.
2. You should now see the PAYware Mobile’s main menu. Select the words Transactions Log.
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3. The Transactions Log screen will display a scrollable list of all of the transactions performed
through your phone, ordered by when they were last processed.
4. You can click an individual transaction to view its detailed transaction results. Once those results
are onscreen, you may press your Android’s menu button to perform a follow-on transaction (Add
Tip, Void, etc.). Or, you can press your Android’s back button to return to the Transactions Log
screen.
5. To remove a transaction from the log, highlight that transaction and then press your Android’s
menu button. Select Delete Entry to remove the selected transaction from the log. Note: This
does not financially delete the transaction; it is simply removed from the Transactions Log locally
stored on your device. You may also select Delete ALL Entries if you wish to completely clear out
the Transactions Log.
6. Press your Android’s Back button to return to the main transaction screen
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Merchant Portal
PAYware Mobile's Merchant Portal allows you to access—via your Android—some of the same PAYware
Connect information that you normally have to access using a PC-based Internet connection. You must
have PAYware Connect login credentials before you can log into the Merchant Portal. These
credentials are available from your PAYware Connect Administrator.
To access the Merchant Portal:
1. Starting from PAYware Mobile's main transaction screen, press your Android’s Menu button.
2. You should now see the PAYware Mobile’s main menu. Select the words Merchant Portal. The
screen will go blank briefly while you are connected to PAYware Connect.
3. Enter your PAYware Connect Merchant Code (Client ID), Username, and Password into the Login
Credentials fields. Tap Login.
4. PAYware Mobile will present the Merchant Portal’s interface. From this window, you can manage
your PAYware Connect users, administer your account's settlement, or use any other the other
available functions.
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User Management
(
Note: Screens pictured in this section are for information purposes only and may appear
different when viewed on your Android device.
The User Management section of the Merchant Portal allows you to create and edit users who will have
configurable degrees of access to the PAYware Connect gateway, accessible either via a PC-based
Internet connection or an Internet-enabled cell phone. The two main functions are Create New User
and Edit User.
Create New User
1. To create a new PAYware Connect user, move your mouse pointer over the words Account Admin.
A menu will appear. Click the words User Manager. The User Search/Maintenance window will
appear.
2. If you have not yet created a user, there should only be one user shown in the table: the default
Administrator-level user provided to you when you subscribed to this payment processing service.
We recommend that this main Administrator-level user ID not be used for general transactions.
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3. Click the button labeled New. PAYware Connect will display the Create New User window.
•
•
•
•
•
•
•
•
•
•
Lck and Del – Lck and Del fields are not applicable when creating new users and are explained
later in this section.
User ID – Enter the desired user name for this user (maximum length of eight characters). This
field is not case-sensitive.
Full Name – Enter the user's full name: first name, then a space, and then the last name. This
field is not case-sensitive.
Password – You may either create your own password, or you can have PAYware Connect
randomly generate a password for you. Whichever option you select, make sure to note this
information for distribution to the user.
o Whether you create a password or have PAYware Connect generate one, please note
that this field is case-sensitive, so MyPassWord is different from MYPASSWORD.
o If you create your own password, it must meet these requirements:
- A password must be at least eight characters in length
- A password must contain at least three upper case characters
- A password must contain at least three lower case characters
- A password must contain at least two digits
o If you want PAYware Connect to randomly generate a password for you, click the
Generate button. Next, click the Save button and continue on to step 4.
(Re-Key) Password – If you created your own password re-enter it here to make sure it is
correct.
Enable Debit – put a check in this box to allow this user to process debit card transactions.
Role – Select the desired level of access for this user. By default, only the Administrator level
of access is available. If you want a different level of access for this user and it does not yet
exist, just save the user as it is. You can modify the user's Role setting later, after you have
created a new Role. Note: the Role that you specify will determine which Level is displayed on
the User/Search Maintenance window (also described in the section Creating A Role).
Select Payment Types – Select the payment types you want to be available to this user.
Enable Devices – All devices available with your service type will be listed. Choose the devices
you wish to be available to this user.
Select Transaction Types – Select the transaction types you want to be available to this user.
4. Click the button labeled Save. PAYware Connect will create the new user, then return to the User
Search/Maintenance window.
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Edit User
1. First, you will need to select the desired PAYware Connect user from the User Manager window. To
access the User Manager window, move your mouse pointer over the words Account Admin. A
menu will appear. Click the words User Manager.
2. The User Search/Maintenance window will appear. Any existing PAYware Connect users will be
listed in this window, alphabetically ordered by User.
3. Each user is listed in a separate row. To select the user you wish to edit, simply click on that user's
row. The row will then turn blue. Next, click the Details button on the left side of the User
Manager window. PAYware Connect will display the Edit User window.
4. The Edit User window allows you to modify the Full Name, Payment Types, and Role for the
displayed user. You do not have to edit every field; you may edit only those fields you wish to
modify.
•
•
•
User ID –The User ID is permanent and cannot be edited
Full Name – Enter the user's full name: first name, then a space, and then the last name. This
field is not case-sensitive.
Enable Debit – put a check in this box to allow this user to process debit card transactions.
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•
•
•
Role – Select the desired level of access for this user. By default, only the Administrator level
of access is available. If you want a different level of access for this user and it does not yet
exist, just save the user as it is. You can modify the user's Role setting later, after you have
created a new Role.
Enable Devices – Select the devices you want to be available to this user to process debit card
transactions.
Select Payment Types – Select the payment types you want to be available to this user.
5. After you have made the desired changes to the user, click the Update button. PAYware Connect
will save your changes and return to the User Manager window.
Settlement
(
Note: Screens pictured in this section are for information purposes only and may appear
different when viewed on your Android device.
The Settlement section of the Merchant Portal allows you to initiate a settlement for an open batch
and/or configure settlement settings related your account.
(
Note: Some payment processors have “host-initiated” settlement. When you are using a
payment processor with this capability, you will not need to manually settle your
transactions each day. “Terminal” based processors require end-of-day settlement and
you will have to either manually settle your transactions each day or use PAYware
Connect’s time-initiated function to settle your transactions. Check with your Merchant
Services Provider to determine what type of payment processor you are using to
determine the settlement method you will need to make.
To manually settle your open batch:
1. Select the word Settlement. A menu will appear. Click the words Manual Settlement. The Manual
Settlement window will appear.
2. PAYware Connect will allow you to specify a Cutoff Date and Cutoff Time. The manual settlement
request will include any transactions that were processed prior to the specified time and date.
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•
Cutoff Date (mm/dd/yyyy): – Enter the cutoff date in "mm/dd/yyyy" format. Do not enter
forward slashes-- PAYware Connect will automatically insert them as needed. Example: For
th
•
August 15 , 2005, you would enter 08152005.
Cutoff Time (hh:mm:ss): – Enter the cutoff time in "hh:mm:ss XX" format. Do not enter colons- PAYware Connect will automatically insert them as needed. Example: For 7:30:00 PM, you
would enter 073000PM.
3. Click the Submit button. PAYware Connect will display the Manual Settlement window. You will
see the type of unsettled transactions displayed in the Payment_Type column, the number of
unsettled transactions displayed in the Count column, the type of transaction in the Command
column, and the amount in the Totals column. If there are multiple transaction types in the batch,
they will be displayed in separate rows. You can sort by clicking the desired column header.
4. Click the small plus button at the left of a row, and PAYware Connect will display an expanded list
of the transactions of that type.
5. In the example above, you can see the Time, Media, Invoice, and Acct for this unsettled
VOICE_AUTH transaction. If there are other transaction types in your batch, they will be in their
own rows below the VOICE_AUTH row.
.
• Time – the time of day the transaction was processed
• Media – The payment type used to process the transaction.
• Invoice – the invoice number specified in a transaction (if any).
• Acct – the credit card account number used to process the transaction.
6. Once you have reviewed the transactions in the batch, click the button labeled Submit for Manual
Settlement. After a few moments, PAYware Connect will notify you that your settlement has been
successfully scheduled.
7. Once you are satisfied, click the button labeled Submit for Manual Settlement (near the bottom of
this window).
8. PAYware Connect will schedule a connection to the payment processing company, who will finalize
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the transfer of funds between the customers' accounts and your account. After a moment, you will
receive a response confirming that the settlement has been scheduled. Click Back to return to the
Manual Settlement window.
9. Now that your settlement has been scheduled, PAYware Connect will send out an email providing
the status of your batch's settlement attempt. This email will be sent to the Settlement Email
address specified by whoever set up your PAYware Connect account.
•
If the settlement was successful, you can expect to have the funds transfer from your
customers' accounts to your account. This usually takes between 2-5 business days. However, it
can take longer (depending on your bank, the customer's bank, the payment processing
company, the Federal Reserve, etc.)
•
If the settlement was not successful, PAYware Connect will give you an error message
informing you of the reason for the rejection. This message is usually self-explanatory and can
be resolved within a few moments; however, it may be necessary to contact Technical Support
to resolve the issue.
(
Note: PAYware Connect will not allow you to settle a new batch until your pending batch
has been settled (if one exists). If you attempt to settle a batch and you already have
another batch currently scheduled for settlement, PAYware Connect will display a Delete
Current Schedule button. If you click this button, PAYware Connect will cancel the
existing settlement request and allow you to replace it with your new batch.
(
Note: In many instances you should receive an email soon after submitting a settlement
request. However, the time it takes to receive notification via email will vary according to
several variables, including: system activity, batch size, and Internet traffic..
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PAYware Mobile Help Files
PAYware Mobile has help files built into it for easy access to helpful knowledge. To access these files:
•
•
•
Starting from PAYware Mobile's main transaction screen, tap Menu.
Tap the Help button at the top-right of the screen.
You should now see the Help screen. Click any topic to view its information.
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Contact Information
Telephone
PAYware Mobile Sales: (866) 853-7600
PAYware Mobile Support: (800) 839-0947
Web Site
www.paywaremobile.com
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