Chase Countertop Terminal™ support

You can start using the machine and process sales without manager credentials. However, manager credentials are required for refunds and accessing secure settings like tips and taxes. For security, we recommend setting up your manager username and password as soon as you receive the machine.  Navigate to the "How do I add manager/clerk credentials" section under this tab to guide you through setting up your password.

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. Tap the three lines ☰ at the top left of your screen
2. Choose Users
3. Choose Admin
4. Enter the Temporary Use Passcode (also sometimes referred to as Dynamic Password) and tap Confirm
   • This password can be obtained by calling the Chase automated voice response line at 1-800-265-5158 from your business number and choosing option number three, then one. Have your Merchant ID ready
5. Choose Add User
6. Enter your desired Username and Password, re-enter your password, then ensure you have chosen Manager
   • Usernames and passwords are both case sensitive
   • Passwords: must be 8-16 characters and must include capital letter, lower case, number and symbol
7. Press Confirm to finish

As an added option you can set up a clerk profile for each employee so you can individually track their sales or tips for example.

1. Tap the three lines ☰ at the top left of your screen
2. Choose Users
3. Choose Manager
4. Enter the username and manager password previously created, then tap Confirm
5. Choose Add user
6. Enter your desired Username and Password. Re-enter your password, then choose Clerk/Server
   • Usernames and passwords are both case sensitive
   • Passwords: must be 8-16 characters and must include capital letter, lower case, number and symbol
7. Enter the Unique Clerk Identifier and press Confirm

If you want your sales and transaction tracked for each Clerk user you have set up, you will need to turn on this features from the settings.

1. Tap the three lines ☰ at the top left of your screen
2. Choose Settings
3. Enter your Username and Password, then tap Confirm
4. Choose Transaction
5. Scroll down to Clerk Server Prompting and toggle ON

Whenever someone goes to process a sale, it will ask for the Clerk ID first to identify the person making the sale.

With the Chase Countertop Terminal, you have the option to prompt the device to display preset tip percentages when processing a sale. Up to five tip options can be set up on the device.

1. Tap the three lines ☰ at the top left of your screen
2. Choose Settings
3. Enter your username and manager password previously created, then tap Confirm
4. Choose Transaction and scroll down to Tip Prompting
5. Toggle Confirm Amount Prompt to ON
6. Choose Prompt for Tip and tap Confirm
7. Scroll down to Gratuity and choose Tip Percent No.1 to set up the first tip
8. Enter the desired tip amount and tap Confirm

• Repeat by choosing the Tip Percent No. 2 to No.5 depending on how many tip suggestions you want to show up at the time of the sale
• If you want the device to prompt for tip but not display any set percentages, choose the Tip Percent No. 1 to 5 and change all values to zero

You can set up a default tax percentage to use on all transactions. This makes processing sales easier as the tax amount will be automatically calculated for you. You will first need to enable taxes on your device before setting it up. Follow both sets of instructions below to complete:

Enable taxes

1. Tap the three lines ☰ at the top left of your screen
2. Choose Settings
3. Enter username and manager password, then tap Confirm
4. Choose Transaction
5. Choose Tax Prompting
6. Choose Optional entry or required entry and tap Confirm

Set up taxes

1. Tap the three lines ☰ at the top left of your screen
2. Choose Settings
3. Enter your username and manager password, then tap Confirm
4. Choose System
5. Choose Default Tax Percentage
6. Enter the desired tax percentage amount and tap Confirm

Note: You can only create one tax profile per device

1. Choose the Sale tile from the main menu
2. Enter the sale amount and tap Confirm — If your terminal is set up for tax or tip, you’ll be prompted to review or add these amounts
3. Review the sale total and tap Confirm
4. The customer can tap, insert, swipe. You also have the option manually enter their card details
5. Wait for the approval screen to confirm the transaction. Choose Print receipt  for a paper copy or View receipt for a digital version
6. If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose Ok to print customer copy

Note: Manual Entry is not possible for debit cards.

1. Choose the Refund tile from the main menu
2. Enter your Manager username and password, then tap Confirm
3. Enter the refund amount and tap Confirm
4. The customer can insert, tap or swipe their card on the reader
5. Wait for the approval screen to confirm the transaction. Choose Print receipt  for a paper copy or View receipt for a digital version
6. If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose Ok to print customer copy

Note: Manual Entry is not possible for debit cards.

A void cancels a transaction before it is fully processed, preventing funds from being captured. This is useful when a mistake is made, such as entering the wrong amount or processing a transaction for the wrong customer. Voids can only be done on the same day before the batch is closed. Here is how you can cancel a transaction:

1. Choose the Void tile from the main menu
2. Enter your Manager username and password, then tap Confirm
3. Choose Yes to void the last transaction performed
4. Choose No to void any other transaction within the batch
5. Enter the last four digits of the cardholder’s card number located on the receipt and tap Confirm
6. If more than one card ends with the same last four digits, choose the transaction to void and tap Confirm
7. Review the transaction details and tap Yes to proceed

• Choose No to cancel voiding the transaction

A pre-authorization is a temporary hold on a customer’s credit or debit card to ensure they have enough funds available for a transaction. This is commonly used for hotel bookings, car rentals, or other services where the final amount may vary. Here is how you can process a pre-authorization:

1. Choose the Pre-Auth tile from the main menu
2. Enter the transaction amount and tap Confirm— If your terminal is set up for tax or tip, you’ll be prompted to review or add these amounts
3. Review the transaction total and tap Confirm
4. The customer can tap, insert, swipe, or manually enter their card details
5. Wait for the approval screen to confirm the transaction. Choose Print receipt for a paper copy or View receipt for a digital version
6. If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose Ok to print customer copy

Note: Manual Entry is not possible for debit cards.

To complete a pre-authorization and turn it into a sale, you need to ensure the batch is open. Once completed, the pre-authorization will be turned into a sale and the transaction will be funded. Here is how you complete a pre-authorization:

1. Choose the Pre-Auth Completion tile from the main menu
2. Enter the last four digits of the card and tap Confirm
3. The terminal will show you all transactions that match the last four digits. Tap the one you want to complete
4. Enter the desired amount and tap Confirm
   • You can input any amount up to the original amount from the pre-authorization
5. Review the transaction and tap Yes
6. Review the amount and choose Confirm
7. Wait for the approval screen to confirm the transaction. Choose Print receipt for a paper copy or View receipt for a digital version
8. If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose Ok to print customer copy

Auto-settlement allows your terminal to automatically close open batches at a set time each day, so you don’t have to do it manually. This keeps your transactions flowing smoothly and ensures you get funded on time. Set your preferred settlement time in just a few steps:

1. Tap the three lines ☰ at the top left of your screen
2. Swipe up and choose Settings
3. Enter your Username and Password, then tap Confirm
4. Choose System
5. Choose Auto Close
6. Enter your preferred settlement time in a 24-hour format (e.g., enter 2300 for 11 p.m.) and tap Confirm

Note: Entering 9999 will disable auto settlement.

Manually closing a batch ensures all authorized transactions are finalized and sent for processing to be funded. If auto-settlement is not enabled or if you need to close the batch manually, follow these steps:

1. Choose Settlement from the main menu
2. The terminal will display Downloading Host Totals, Please wait: No action needed
3. Once the open batch details appear (card details, amounts, and total), tap Confirm
4. The terminal will connect to the host and print the settlement report
5. On the approval screen, tap Continue to complete the settlement

Your batch is now closed and settled.

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 ☰ in the upper left corner and choosing Settings.

If you need to adjust the font size for better readability or to fit more details on a receipt, follow these steps:

1. Tap the three lines ☰ at the top left of your screen
2. Swipe up and tap Settings
3. Enter your Username and Password, then tap Confirm
4. Choose Receipt and Report
5. Scroll up to find Receipt Font Height or Reports Font Height
6. Tap the option you want to change, choose your preferred font size, then tap Confirm

Tip:

• Condensed font helps fit more text on a receipt
• Normal font is the standard size for easy reading

Follow these steps to update the header or footer on your receipts:

1. Tap the three lines ☰ at the top left of your screen
2. Scroll up and go to Settings
3. Enter your Username and Password, then tap Confirm
4. Go to the Receipt and Report tab
5. Choose the header or footer number you want to update, then tap Confirm

You can only reprint the last receipt from the terminal. If you need a copy of your most recent transaction, follow these steps:

1. Tap the three lines ☰ at the top left of your screen
2. Choose Reprint Receipt
3. The most recent customer receipt will appear on the screen
4. Tap Print Receipt
5. The terminal will display Printing receipt. Please wait
6. The terminal will ask you to Tear receipt and continue. Choose Ok to print customer copy
7. Once printing is complete, the screen will return to the Main Menu

With your Chase Countertop Terminal, you can print different types of reports to keep track of your transactions and settlement such detail report, clear batch report, summary report, settlement report and more. Follow these steps to print a report:

1. Tap the three lines ☰ at the top left of your screen
2. Choose Reports
3. From the reports menu, choose the report you wish to print
4. The terminal will display Processing, please wait, followed by Printing report please wait
5. Once the printing is completed, the terminal will return to the reports menu
6. To go back to the main menu, tap the arrow in the upper left corner

Note: You cannot reprint a settlement report directly from your terminal if you have already settled and closed your batch.

When you receive your terminal, it will automatically be set up to show a detailed settlement report. This will include all the transaction details. If you wish to change the settlement report to only show you the totals for each card type and not individual transaction details, you will need to change the settings. Follow the steps below to set up a summarized settlement report:

1. Tap the three lines ☰ at the top left of your screen
2. Choose Settings
3. Enter your Username and Password, then tap Confirm
4. Choose Receipt and Report
5. Scroll down to Other and choose Settlement report options
6. Choose Low and tap Confirm

Note: To change it back to a detailed summary report, choose High in Settlement report options.

If you have set up Clerk users, there are two reports available on the device that help you track their transactions:

• Clerk/Server Detail Report: This report shows the transactions performed by each registered clerk and includes clerk/server number, transactions associated to the clerk/server number tips if applicable and totals
• Clerk/Server Summary Report: This report includes the clerk/server number and totals by card brand

To access these reports:

1. Tap the three lines ☰ at the top left of your screen
2. Choose Reports
3. Choose Clerk/Server Detail Report or Clerk/Server Summary Report

If you have already closed and settled your batch, you cannot reprint a settlement report directly from your terminal. However you can still obtain the report from Resource Online or through the Chase automated voice response line.

For more information on your Chase online account, go here.

To learn more about our automated voice system, go here.

You need to download EMV keys when setting up a new terminal, after a software update, or if chip and contactless card transactions are failing. Follow these steps to download them:

1. Tap the three lines ☰ at the top left of your screen
2. Choose Test Transaction
3. The terminal will connect and download the latest EMV keys
4. Once done, a Confirmation message will appear
5. Tap Continue to return to the Main Menu

Note: If the download doesn’t complete, check your internet connection and try again.

If your terminal becomes unresponsive, a quick reset can help:

1. Remove the back cover of the terminal
2. Unplug the Magic Box cables and wait a few seconds
3. Check if the screen turns off completely
4. Reinsert the Magic Box cables and turn the terminal back on