Chase POS Terminal
support

You can reset your password by clicking on Forgot Password on the Sign in page of the Chase POS application or online Merchant Portal. Simply follow the instructions on screen.

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

Yes, for your security, there are two types of access:

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

You can set up and manage your staff on the Merchant Portal.

1. Log in and choose Staff from the menu on the left panel of your screen
2. Choose Add Staff User from the top right of the page
3. Enter the following staff details to complete their user profile:
   
   • First and last name
   • Email address
   • Mobile phone number
   • Language
   • Staff role
4. Click on Submit
5. Have your employee check their email for a confirmation to complete user verification and receive a unique PIN

Note: Staff users cannot see their own PINs, only owners have access to them and must share them with the respective staff members.

Once you have added staff accounts to your Merchant Portal, you will be able to view them all by clicking on Staff from the menu on the left panel of your screen. From that screen, you can edit any of the users and their information or delete them following these instructions:

• Choose the user you’d like to edit or remove from the Staff list
• Choose Edit or Delete and proceed
• Click on Save

1. Click on Settings from the menu on the left panel of your screen
2. Click on Personal Profile
3. You will see your personal info and a User Pin field at the bottom of the page
4. Choose Show to display the PIN and Hide to mask it again
5. Choose Reset to generate a new PIN for your account

Only the owner of the account has access to manage staff user PINs. Owners must obtain the PINs through the Merchant Portal and share them with their staff members.

1. Log in and choose Staff from the menu on the left panel of your screen
2. Choose the user you’d like to edit or remove from the Staff list
3. Look for the User PIN field under Security towards the bottom of your screen
4. Choose Show to view it and Hide to mask it again
5. Choose Edit and then Reset to generate a new PIN

To process a Quick Sale without your catalogue, follow these steps:

1. Power on and log in to your terminal
2. Choose New Sale from the main menu
3. Choose an item from the Products tab
4. Adjust the quantity if desired and Add to Cart
5. Choose a payment method by pressing Select Payment
   
   • Choose Debit/Credit to tap, swipe or use chip and pin, or choose Debit/Credit then Manual Entry to key in credit card details
     
   • Note: Manual entry is not possible with debit cards
6. The terminal will print a receipt and display the summary page

The Chase POS Terminal gives you the ability to define and add custom prices, products or services.

1. Power on and log in to your terminal
2. Choose New Sale from the main menu and press the Products tab
3. Tap on Custom item at the top
4. Enter the details and Add to Cart
5. Choose a payment method by pressing Select Payment
   
   • Choose Debit/Credit to tap, swipe or use chip and pin, or choose Debit/Credit then Manual Entry to key in credit card details
   • Note: Manual entry is not possible with debit cards
6. The terminal will print a receipt and display the summary page

You may encounter situations where transactions need to be reversed or corrected. Refunding a transaction returns funds to the customer after the sale has been completed. You can refund a transaction after the original sale has been processed, typically on the next day. Refunds are protected by User PINs which are known only to the owner account. As an owner, it is your responsibility to communicate User PINs securely and to monitor your refunds for possible fraud.

1. Go to Sales History
2. Choose the transaction you want to refund and tap Refund
3. Choose one or more items to refund and confirm the subtotal before taxes
4. Review the transaction, press Refund $XX.XX and follow the prompts
5. Press Done

Voiding a transaction cancels the transaction before the day’s sales are finalized and processed. This effectively erases the transaction as if it never happened. You can void transactions on the same day as the original sale.

1. Go to Sales History
2. Choose the transaction you want to refund and tap Void
3. Review the transaction, press Void $XX.XX and follow the prompts
4. Press Done

Receipts from any transactions can be resent to a customer’s email address or mobile phone number as a PDF file.

1. Go to Sales History
2. Choose the desired transaction to view the details
3. Enter the customer’s email address or mobile number and Send Receipt

You can choose to add a custom message to the bottom of your receipts from your terminal.

1. Go to Settings from the three lines/hamburger menu
2. Choose Receipt and enter your message
3. Choose Save

Products in the catalogue are sorted by name in alphabetical order. Follow the steps below to add a product to your catalogue.

 

To add product on your terminal:

1. Go to Product Catalogue from the three lines/hamburger menu
2. Ensure you are in the Products tab, then choose the + icon and choose Add New Product
3. The Product Name and Unit Price fields must be completed but the rest are optional
4. Once you have defined the values for your product, choose Save to add it to your catalogue

 

To add a product on the Merchant Portal:

1. Go to Product Catalogue on the left-hand side panel of the Merchant Portal
2. Ensure you are on the Products tab and choose the Add Product button
3. The Product Name and Unit Price fields must be completed but the rest are optional
4. Once you have defined the values for your product, choose Save to add it to your catalogue

Categories allow you to help group and organize your catalogue more efficiently.

 

To add a category on your terminal:

1. Go to Product Catalogue from the three lines/hamburger menu
2. Choose the Categories tab
3. Choose the + icon and Create Category
4. Enter a Category Name and Save

 

To add a product on the Merchant Portal:

1. Go to Product Catalogue on the left-hand side panel
2. Ensure you are on the Categories tab and click the Add Category button
3. Enter a Category Name and Save

 

If you have already added products to your catalogue you can also add them to the category you have just created by choosing Associated Product. You can also edit or delete a category at any time.

If you have already set up products in your catalogue, you can assign them to categories. If you set up your categories before adding products to your catalogue, then follow the steps below to assign the desired category to a product on your terminal.

1. Go to Product Catalogue from the three lines/hamburger menu
2. Choose the product or service you would like to assign a category to
3. Press Categories to display a list of categories configured for your business
4. Choose the applicable category, and press Done to apply it to the product

Chase POS offers a simple inventory tracking system that can be enabled on a per-product basis. Once enabled, you can set your initial inventory levels and the system will automatically track them. Chase POS will not prevent you from making sales that include products that have zero stock. Instead, the stock levels will go into the negative. Inventory levels can be set to:

• Zero (0): Indicating that the item is out of stock
• Positive (up to 999,999): Indicating the stock on hand
• Negative (down to -999,999): Indicating oversold stock, inventory undercounting or refunds that included damaged goods

 

Inventory management is only available through the Merchant Portal, however once set up and enabled. it will track the inventory through the products sold on the Chase POS terminal. To set and enable inventory, follow the steps below:

1. Go to Product Catalogue on the left-hand side panel
2. Ensure you are on the Products tab and choose the product you’d like to track
3. Choose the Track Inventory toggle to enable inventory tracking
4. The default inventory level is 0 so you will need to enter a value in the New Amount field
5. Save your changes

 

Note: You can manually adjust the inventory level at any time by going back into a specific product and entering a different value in New Amount.

You can set up pre-defined tips or custom amounts. Usually this will have been set up prior to receiving your terminal. However, If you need to enable tips, please give us a call at 1-800-265-5158 and we will set them up for you.

You can define up to four different taxes: GST, HST, PST and QST. Tax labels will show up on your physical and digital receipts when you make a sale.

 

To set up taxes on your terminal:

1. Go to Product Catalogue from the hamburger menu button
2. Choose the Taxes tab
3. Choose the + icon and Add Tax
4. Choose the Tax Label (GST/HST/PST/QST), enter the Tax Rate and Save

 

To set up taxes on the Merchant Portal:

1. Go to Product Catalogue on the left-hand side panel
2. Ensure you are on the Taxes tab and choose Add Tax
3. Choose the Tax Label (GST/HST/PST/QST), enter the Tax Rate and Save

 

Note: You can edit, disable or delete taxes at any time.

If you set up your taxes before adding products to your catalogue, then follow the steps below to apply the desired tax to a product on your terminal.

1. Go to Product Catalogue from the three lines/hamburger menu
2. Choose the product or service you would like to apply tax for
3. Press Taxes to display a list of taxes configured for your business
4. Choose the applicable taxes and press Done to apply it to the product

You can view a real-time summary of your transactions on the Merchant Portal dashboard. The dashboard shows you everything in one place. including total sales, refunds, tips and taxes.

You can use the dashboard to view your reports. You can also filter by users, payment method and time period depending on your needs. To access the dashboard, simply click on Dashboard from the three lines/hamburger menu at the top left of the screen.

 

Note: You can view historical transactions from the past 18 months.

To access your sales history, simply click on Sales History from the three lines/hamburger menu at the top left of the screen. You can click on a transaction to see more details or resend a receipt.

• A detailed transaction report provides a list of sales for a given time period, including details of each transaction, such as payment method, geolocation, taxes, tips and receipt delivery  
• A product catalogue sales report provides sales volume grouped by product for a given time period
• A product inventory report provides a listing of the current inventory levels for all products that have inventory tracking enabled

1. Go to Reports from the panel on the left
2. Choose a date range for a detailed transaction report or product sales report
3. Click on Generate next to the specific report you wish to view
4. Once your report is generated you can Download it as a PDF or CSV