Chase Countertop Terminal™ support

Yes, before you accept your first payment, you will need to set up your terminal passwords.

Yes, ideally, each member of your staff would have credentials based on their level of responsibility.

There are two levels of passwords for your security:

• Manager: Unlimited access
• Clerk: Limited access where applicable

1. From the main screen, choose the Menu icon in the upper left corner and choose User
2. Choose Admin and enter the Dynamic password provided by your dedicated Payments Advisor
3. Choose Add user at the bottom of the screen to create a user account

1. Choose Add user at the bottom of the screen
2. Enter a Username (e.g., Jane Smith)
3. Enter a Password. Your password must be 8 characters with 1 uppercase letter, 1 lowercase letter and 1 special character
4. Choose Confirm to save changes
5. Repeat the above steps to add more managers/users

1. From the idle screen, choose Sale
2. Key in the sale amount and choose Confirm
3. Your customer will be prompted to tap, insert or swipe their card

1. From the idle screen, choose Refund
2. Key in the refund amount and choose Confirm
3. Your customer will be prompted to tap, insert or swipe their card

Note: Performing a void to reverse a credit or debit sale, force or return a transaction and prevent any funds from transferring from the cardholder’s account is only available for transactions in the current batch (same day).

1. From the idle screen, choose Void
2. Choose Yes to void the last transaction or choose No to void any other transaction in the batch

There are three settlement options for the Chase Countertop Terminal: Manual, Host Auto and Terminal Auto.

• Manual settlement: If your terminal is set to Manual Close, choose the Settlement button on the main screen of the payment application (where you would see your Sale button)
• Host or Terminal auto settlement: If your terminal is set to either Host or Timed Auto Settle, it will automatically settle transactions in the current batch at a specific, predetermined time within a 24-hour period. Note: If the terminal is unplugged or turned off before the set time, the auto settlement will occur when the terminal is turned on again

Yes, here are some features you can customize:

• Print versions (customer only, merchant only, both)
• Invoice number
• Reference number
• Font height
• Footers

You can find these options by choosing the three lines (hamburger menu) in the upper left corner and choosing Settings.

You can also reprint receipts. However, you can only reprint the last transaction completed.

Yes, here’s how to do it:

1. Choose the three lines (hamburger menu) in the upper left corner and then choose Settings
2. Enter in your manager credentials
3. Choose Transaction and scroll to the Tip prompting section.
4. Choose Tip amount prompting item and choose Prompt for tip
5. Choose Confirm