VeriFone PAYWARE MOBILE 1.0004, User Manual

Page 1: ...PAYware Mobile User Guide Version 1 0004 ...

Page 2: ...Shield Protect are either trademarks or registered trademarks of VeriFone in the United States and or other countries Apple the Apple logo iPhone 3G iPhone 3GS iPhone 4G and iPod touch are registered trademarks of Apple Inc registered in the U S and other countries App StoreSM is a service mark of Apple Inc PAYware Mobile Sales 866 853 7600 PAYware Mobile Support 800 839 0947 www paywaremobile com...

Page 3: ... Live Mode 11 Test Drive Mode 11 Demo Mode 12 Device Fields 12 Accepted Cards and Available Transactions 12 Email Device ID 12 Application Settings 12 Secure Card Reader Settings 14 Secure Card Reader Diagnostics 15 PAYware Mobile Help Files 16 Processing Transactions with PAYware Mobile 17 Standard Transaction Processing 18 Transaction Info 20 VSP Status Responses 21 Additional Features of the Tr...

Page 4: ...e giving you the peace of mind that your customers data is secure The PAYware Mobile Secure Card Reader is only compatible with the iPhone 3G and the iPhone 3GS It is not compatible with the iPod touch However you may perform manually keyed transactions using the PAYware Mobile application on the iPod touch Why PAYware Mobile All merchants who accept credit cards for payments know that in doing so...

Page 5: ... PAYware Mobile supports VeriShield Protect s End to End Encryption through the PAYware Mobile Card Encryption Sleeve encrypting the transaction data at the time the card is swipe PAYware Mobile is a free download and can be downloaded directly to your iPhone or iPod touch from the App Store PAYware Mobile 1 0004 User Guide 06 22 2010 Page 4 of 34 ...

Page 6: ...re Mobile Once the PAYware Mobile App has been installed on your iPhone you may start the application by touching the PAYware icon on the iPhone home screen PAYware Mobile 1 0004 User Guide 06 22 2010 Page 5 of 34 ...

Page 7: ...ate a Security PIN prior to accessing the main transaction screen Setting Up PAYware Mobile Once you have set up your PIN you will be directed to the Initial Setup Assistant to configure the PAYware Mobile application PAYware Mobile 1 0004 User Guide 06 22 2010 Page 6 of 34 ...

Page 8: ...through all the necessary steps It s recommend that you touch the Learn More and Test Drive buttons before setting up your account Activate Account Once you ve touched the Setup Account button and completed setup process you ll receive an Activation email confirming your live account status on PAYware Connect You should touch the Activate Account button after you receive that email Learn More Our ...

Page 9: ...inistrator and must be entered into the Merchant Settings screen To authorize your phone complete the following steps Note There are two ways of registering your iPhone and the first method shown below is the way that most users will register Registering your iPhone with PAYware Connect 1 Obtain your Client ID User ID and Password from your PAYware Connect administrator and write them down 2 Choos...

Page 10: ...ondary way of registering your iPhone with PAYware Connect For example this method could be used by a business that has multiple copies of PAYware Mobile on phones that have been distributed to employees By using this method the PAYware Connect administrator can track which employee has which phone useful in case of phone theft or if only a single copy of PAYware Mobile needs to be deactivated 1 S...

Page 11: ... UDID Fill out the To address box with your intended recipient should be your PAYware Connect administrator and touch the Send button Your phone will deliver your PAYware UDID and return you to the Merchant Settings screen PAYware Mobile 1 0004 User Guide 06 22 2010 Page 10 of 34 ...

Page 12: ...ection and touch the words Merchant Settings 3 You should now see the Merchant Settings screen To activate Live Mode touch the Live button You will still need to register your iPhone as described in the help section Merchant Settings 4 Touch the Back button to return to the Menu screen and touch the Back button to return to the main transaction screen 5 To turn Live Mode off simply return to the M...

Page 13: ...the PAYware Connect Demo system through a test merchant account and test credit cards Touch the Back button to return to the Menu screen From the Menu touch the Back button to return to the main transaction screen 5 To disable Demo Mode simply return to the Merchant Settings screen and select a different mode Device Fields Device Key This will be populated when your phone has been registered with ...

Page 14: ...ng transactions PAYware Mobile will automatically add the Sales Tax 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 default 3 This how long in minutes you have the ability to re enter PAYware Mobile without keying your Security PIN If you exit PAYware Mobile and re enter after this time has passed you ll ...

Page 15: ... Support Representative or your PAYware Connect administrator To access this screen 1 Starting from PAYware Mobile s main transaction screen touch the Menu button 2 You should now see the Menu screen Scroll down to the Setup section and touch the words Secure Card Reader 3 You should now see the Secure Card Reader screen Explanations for this screen s buttons a and information follow Slide Timeout...

Page 16: ... unless advised to do so by a Support Representative or your PAYware Connect administrator The PAYware Mobile Service Card included with the Card Encryption Sleeve should only be used during an Update Reader Encryption session if you have been advised to do so by a Support Representative or PAYware Connect administrator PAYware Mobile 1 0004 User Guide 06 22 2010 Page 15 of 34 gnostic information ...

Page 17: ...ion screen touch the Menu button is screen 4 You should now see the Diagnostics screen showing information for the attached Sec Card Reader 5 Touch the Run Diag Representative or your PAYware Connect administrator PAYware Mobile will prom confirmation Note This will reset the PAYware Mobile Transaction Log This operation cannot be undone 6 You should now see information Touch the Send button 7 You...

Page 18: ...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 the funds have been applied correctly This recommendation applies to all new PAYware Connect merchant accounts Note Remember that the actual transfer of funds can take several business days depending...

Page 19: ...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 bu...

Page 20: ...eed to fill out the rest of the transaction fields The following list details the transaction fields available on the main transaction screen 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 Manually entering this data is not necessary when swiping the card using the Secure Card Reade...

Page 21: ...ssed through your PAYware Mobile application You may use this number to perform Void transactions add signatures add tips and perform transaction searches Auth Code This is the authorization code issued by your credit card processing company Type This is the type of transaction that was processed Status This is the approval status of the transaction AVS Response This is the exact AVS response from...

Page 22: ...as a follow on of a previous Captured transaction In the Top Right corner shows the VSP indicator see above Transaction Info response screen shots A Red Shield indicates VSP was not applicable or error A Green Shield indicates a VSP encrypted transaction VSP Status Responses Status VSP Approval Reason Comments 100 DECRYPTION SUCCESS VSP working properly UNKNOWN 000 No Action Taken VSP could not de...

Page 23: ...Transaction was not eligible for VSP Signature Completion Add Tip etc Unable to process transaction 911 VSP NOT AVAILABLE VSP NOT AVAILABLE Contact PAYware Mobile Support Additional Features of the Transaction Info Screen Map Touch the Map button if you want to see where the transaction was processed Signature Touch the Signature button if you want to add a signature to a transaction This signatur...

Page 24: ...PAYware Mobile Reports There are multiple reporting options available within PAYware Mobile application PAYware Mobile 1 0004 User Guide 06 22 2010 Page 23 of 34 ...

Page 25: ...o 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 4 After you ve entered all applicable information touch the Back button to return to the main transaction screen and Submit the transaction Note The Clear button clears the information from the active screen Invoice Invoice number of transaction o...

Page 26: ...d use a listing generated by either the Device Log or Transaction Search functions 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 touch the Menu button 2 You should now see the Menu screen Touch the words Daily Su...

Page 27: ...transaction Date The first field is the starting date and the second field is the ending date Specify the range of transaction dates you wish to search The dates must be in the format of YYYY MM DD example April 26 2009 should be entered as 2009 04 26 Amount The first field is the lowest amount and the second field is the highest amount Specify the range of transaction amounts you wish to search T...

Page 28: ...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 On the main PAYware Mobile main transaction screen touch the Menu button 2 From Menu screen touch the words Last Transaction in the Reports section PAYware Mobile will ask you to confirm this act...

Page 29: ...d through PAYware Mobile Show transaction location on a map where the transaction was processed Perform a Completion transaction Perform an Add Tip transaction Perform a Refund transaction Perform a Void transaction To access the Transaction Log 1 Starting from PAYware Mobile s main transaction screen touch the Menu button 2 From the Menu screen touch the words Transaction Log in the Reports secti...

Page 30: ...chant Portal allows you to access via your iPhone 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 Connection Administrator To access the Merchant Portal 1 Starting from PAYware Mobile s main ...

Page 31: ...gement 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 PAYware Mobile 1 0004 User Guide 06 22 2010 Page 30 of 34 ...

Page 32: ...ment is met To Edit a User select the user you want to edit and PAYware Mobile will display the Edit User screen You can use this window to deactivate a user modify his personal settings edit allowable payment type s or edit allowable transaction type s Settlement The Settlement section of the Merchant Portal allows you to initiate a settlement for an open batch and or configure settlement setting...

Page 33: ...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 set...

Page 34: ...PAYware Mobile 1 0004 User Guide 06 22 2010 Page 33 of 34 Contact Information Telephone PAYware Mobile Sales 866 853 7600 PAYware Mobile Support 800 839 0947 Web Site www paywaremobile com ...