VeriFone 1.0004 manual

PAYware Mobile User Guide Version 1.0004[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 1 of 34 Notice Copyright June 2010, VeriFone Syste ms, Inc. A ll rights reserved. VeriFo ne, 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. Apple,[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 2 of 34 Table of Contents Notice .................................................................................... 1 Overview ................................................................................ 3 Why PAYware Mobile 3 Getting Sta rted ...............................................[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 3 of 34 Overview PAYware Mobile is VeriFone’s mo bile payment solution that works with iPhone 3G, iPhone 3GS, iPhone 4G, and iPod touch running OS 3.1.2 or high er. PAYware Mobile is the perfect complement to a total business oper ations solution by consolidatin g all payments in one centralize[...]

Getting Started Downloading PAYware Mobile App from App Store The App Store contains many credit card applicat ions, but none like the PAYware Mobile. PAYware Mobile supports VeriShield Prot ect's End-to-End Encryption th rough t he PAY ware Mob ile Ca rd Encryption Sleeve, encrypting the transaction data at the time the card is swipe. PAYware[...]

Launch PAYware Mobile Once the PAYware Mobile App has been installed on your iPhone, you may st art the application by touching the “PAYware” icon on the iPh one home screen. PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 5 of 34[...]

After PAYware Mobile displays its splash screen, you will be asked to create a Security PIN (prior to accessing the main transac tion s creen). Setting Up P A Yware 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 Pa[...]

Initial Setup Assistant PAYware Mobile includes a simple-to-use setup screen that helps merchants to learn more about the app before actually using it as we ll as offering assistance in setti ng up the application. Each of the four options has an explan ation describing its fun cti o ns. Setup Account When you're ready to set up a live, ready-[...]

Test Drive PAYware Mobile's Test Drive Mode can be used to familiarize indi vidual merchants with the use of PAYware Mobile and transacti on pr ocessi ng in general. Consult the section Test Drive Mode (see page 11 ) for more detail s. Merchant Settings Prior to processing tran sa ctions, you must configu r e your merchant settings. To access [...]

6. Touch the Register iPhone button. Enter the User ID and Pass word you received from your PAYware Connect administrator. Touch the Continue button. 7. If your phone is successfully auth orized, your phone will receive a Device Key . The Device Key authorizes the mobile device, and is automatically transferred to your phone (you don't need to[...]

4. You should now see a standard email screen th at already contains your PAYware UDID. Fill out the To: address box with your intended reci pient (should be your PAYware Connect administrator) and touch the Send button. Your phone will deli ver your PAYware UDID and return you to the Merchant Settings screen. PAYware Mobile 1.0004 – User Guide 0[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 11 of 34 5. Touch the Back button to return to the Menu screen. Clear Account From iPhone WARNING: This will erase yo ur 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[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 12 of 34 4. To disable Test Drive Mode , 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 fam[...]

1. Starting from PAYware Mobile's ma in transaction screen, touch the Menu button. 2. You should now see the Menu screen. Scroll down to the Setup section and touch the words Application Settings . 3. You should now see the Application Settings screen. You may modify any of the following settings: ● Tip % -- If yo u enter a tip percentage ( [...]

● Prompt for Email on Submit -- If this is enabled, PAYwar e Mobile will prompt you for an Email Address during transaction. A receipt will be emailed to the address you enter. Clear Log -- Touch this button to er ase all the PAYware Mobile Transaction Log entries stored on your phone. This will not affect the data stored at the PAYware Connect g[...]

Firmware Updates ● Update/Restore Bootloader -- Touch this button to update the bootloader for your Secure Card Reader. If your bootloader require s updating, this button will be colored green. Otherwise, this button will be colored blue. ● Update/Restore Firmware -- Touch this button to update your firmware for the Secure Card Reader. If your [...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 16 of 34 ure nostics button if you have been advi sed to do so by a Support pt you for a standard email screen that already contain s your diagnostic in formation to the PAYware Mobile support k button to return to the Diagnostics screen. From there touch the Back PAYware Mobile Help Files AYware[...]

Processing T ransactions with P A Yware Mobile Now that you have set up PAYware Mobile, you are ready to process tr ansactions. Best Practice Note: The following instructions will provid e you with steps for proce ssing transactions with the PAYware Mobile application. However, before using PAYware Mobile to do actual "live" business, we [...]

Standard Transaction Processing 1. The first thing you'll need to do is select the type of transaction you would like to process. This can be done by touching the transaction type button at the top-left of the main transaction screen (shown as Sale in the screenshot above). The follo wing list details e ach type of transaction available in PAY[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 19 of 34 customer's card number, tr ansa ction a mount, and the authorization code you re ceiv ed from your merchant account provider. • Refund – Use this transaction type to perform a “ret urn,” by creditin g funds back to the cardholder’s account. • Clear All Transaction Data F[...]

Transaction Info Once PAYware Connect has processe d your transaction, PAYware Mobi le will display the results in the Transaction Info window. • VeriShield Protect Status – on the Transaction Inf o Bar, either a G reen or a Red shield icon will depict whether or not the transaction was encrypted by VSP. Only transact ion s swiped through the P[...]

• VSP – If you swiped the card through the PAYware Mobile reader, VeriShield Protect (VSP) is applicable and the card data is encrypted. Applicable Transact ion Types are Swiped Sales, Pre Auths, and Refunds (if swiped). VSP is NOT applic able on follow-on transaction types for example Voids, Add tips, Sign atures, Completions, and Refunds all [...]

909: Unknown Command Card VSP does not recognize Command Card – please contact PAYware Mobile Support Unable to process transaction 909: READER ENCRYPTION UKNOWN VSP NOT AVAILABLE VSP could not decrypt the Track Data. Problem with Reader Encryption or VSP - please contact PAYware Mobile Support 910: VSP Not Applicable Not an Error, Transaction wa[...]

P A Yware Mobile Reports There are multiple reporti n g opti ons available within PAYware Mo bile application. PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 23 of 34[...]

Additional Information Options Additional transaction information can be included with the transaction information sent t o 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 h as been sub mitted. To enter additional transaction informat ion: 1. [...]

● 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 tr[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 26 of 34 5. Touch the Back button to return to the main transaction screen. Transaction Search The Transaction Search feature allows you to search for pr eviously completed transactions that reside on the PAYware Connect ga teway. It does not search the local log (on your phone). Only those field[...]

Transaction Search screen Transaction Search results 4. If you want to send the Search Results to an email address, touch the Email button to open a new email screen. Fill out the To: address box with your inte nded recipient and touch the Send button. Your phone will deliver your Search Results and return to the Transaction Search screen. 5. Touch[...]

4. Touch the OK button to return to the Menu screen. Transaction Log The Transaction Log is a local listing of all transactions (successful and unsuc cessful) proce ssed through your device and includes co mpr ehensive information a bout each transaction. Th is re port also allows for follow-on transa ctions to be pe rformed on existin g transa cti[...]

4. To remove a transa cti on from the log, touch the Edit button. Next, touch the delete symbol next to the transaction(s) yo u wish to delete. Touch the Delete button to remove the selected transaction s from the log. Note: This does not financially delete the transaction; it is simply removed from the Transaction Log locally stored on your device[...]

4. PAYware Mobile will presen t the Merchant Portal Menu screen. From this window, you can manage your PAYware Connect users or administer your account's settlement. User Management The User Management section of the Merchant Portal allows you to create and edit users who will have configurable de grees of access t o the PAYware Connect gatewa[...]

To create a New User , simply enter a User Name and a Full Name . Specify the Role that you want the user to have (Multi-tiered Ro les can be created by accessing th e full Merchant Portal from a PC- Based Internet connection). Enter (then re-key) a Password that meets the specifications sh own onscreen. The red X's will turn to green checks a[...]

The Settlement Setup screen lets you specify whether you want your batch to be automatically settled at a specific time each date. You can us e the two Settle Email addresses to spe cify who should receive emails indicating the st atuses of att empted batch settlements. Note: Some payment processors have “host-init iated” settlement. When you a[...]

PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 33 of 34 Contact Information Telephone PAYware Mobile Sales: (866) 853-7600 PAYware Mobile Suppo rt: (800) 839-0947 Web Site www.paywaremobile.com[...]