Chase Wireless Terminal™ support

Yes, before you accept your first payment, you will need to set up your terminal passwords. Not sure where to start? Go here to learn more about the initial setup process.

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

When setting up your terminal, you will need to manage passwords for both managers and staff to ensure secure access and protect your business. Manager passwords gives full access including refunds and voids, clerk passwords gives limited access. Each user should have unique credentials based on their responsibilities.

Let’s get your credentials set up! Just follow these steps:

1. First, call the Chase automated voice response line at 1-800-265-5158 from you business number to get your temporary passcode (Get your Merchant ID/ Company number ready)
2. Tap the three lines in the top-left corner of the main menu to open the MENU
3. Tap Users
4. Tap the Admin tab
5. Enter the temporary passcode and press Confirm
6. If no users have been added yet, the screen will show No data to show on the bottom of the screen. Tap Add User to continue
7. Create the username and password, and Confirm the password
8. Choose Manager or Clerk/Server and press Confirm

Note: Credentials are case-sensitive and must be at least 8 characters long, including 1 uppercase letter, 1 lowercase letter, and 1 special character.

Go here to watch a video tutorial

1. Choose Sale from the main menu
2. Enter the transaction amount and tap Confirm
3. The customer can tap, insert, swipe, or manually enter their card details
4. If manually entering, type the credit card number instead (Note: Manual entry is not available for debit cards)
5. The terminal processes the transaction and displays the approval code
6. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
7. When prompted, tap OK to print the customer copy

Click here to watch a video tutorial

1. Choose Refund 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 tap, insert, or swipe their card (Note: Manual entry is not available for debit cards)
5. The terminal processes the refund and displays the approval code
6. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
7. When prompted, tap OK to print the customer copy

A pre-authorization is a temporary hold to ensure the customer has 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 Pre-auth from the main menu
2. Enter the transaction amount and tap Confirm
3. The terminal will prompt you to confirm the amount, tap Confirm
4. The customer can tap, insert, swipe, or manually enter their card details
5. The terminal authorizes the transaction and displays the approval code
6. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
7. When prompted, tap OK to print the customer copy

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 Void from the Main Menu
2. Enter your Username and Password, then tap Confirm
3. To void last transaction, tap YES when prompted Void the last
4. To void any other transaction in your open batch, tap NO. Instead, enter the last 4 digits of the card number and tap confirm
5. Review the transaction details and tap Yes to proceed
6. The terminal authorizes the void and displays the approval code
7. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
8. When prompted Tear receipt and continue, tap OK to print the customer copy

Go here to watch a video tutorial

To complete a pre-authorization and turn it into a sale, you need to ensure the batch is open (If the batch is closed, follow the steps to force a sale) . 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 pre-auth from the main menu
2. Enter the last four digits of the card and press Confirm
3. To void last transaction, tap YES when prompted Void the last
4. To void any other transaction in your open batch, tap NO. Instead, enter the last 4 digits of the card number and tap confirm
5. Review the transaction details and tap Yes to proceed
6. The terminal authorizes the void and displays the approval code
7. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
8. When prompted Tear receipt and continue, tap OK to print the customer copy

You need to force a sale when a pre-authorization was done, and you closed your batch before completion, or if a pre-authorization was mistakenly done instead of a sale, and now the batch is settled. In these cases you can manually enter the approval code to finalize the sale. Here is how you force a sale:

1. Choose Force Sale from the main menu
2. Enter the approval code and tap Confirm
3. Enter the transaction amount and tap Confirm
4. Enter the card number and tap Confirm
5. Enter the expiration date and tap Confirm
6. The terminal processes the transaction and displays the approval code
7. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
8. When prompted, tap OK to print the 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 in the top-left corner of the main menu to open the MENU
2. Swipe up and choose Settings
3. Enter your Username and Password, then press 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 press Confirm

Note: Entering 9999 will disable auto settlement.

Go here to watch a video tutorial.

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. Tap Yes to proceed when prompted
3. The terminal will display Downloading Host Totals, Please wait: No action needed
4. Once the open batch details appear (card details, amounts, and total), tap Confirm
5. The terminal will connect to the host and print the settlement report
6. On the approval screen, tap Continue to complete the settlement

Your batch is now closed and settled. You will be funded shortly.

Go here to watch a video tutorial.

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 in the top left corner of the screen to open the MENU
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. When prompted with Tear receipt and continue tap OK to print the customer copy
7. Once printing is complete, the screen will return to the main menu

Go here to watch a video tutorial.

With your Chase Wireless 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 in the top-left corner of the screen to open the MENU
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

Go here to watch a video tutorial.

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:

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

When setting up your terminal, you will need to manage passwords for both managers and staff to ensure secure access and protect your business. Manager passwords gives full access including refunds and voids; clerk passwords gives limited access.  Each user should have unique credentials based on their responsibilities. Let’s get your credentials set up! Just follow these steps:

1. First, call the Chase automated voice response line at 1-800-265-5158 from your business number to get your temporary passcode (Get your Merchant ID/ Company number ready)
2. Tap the three lines in the top-left corner of the main menu to open the MENU
3. In the MENU, tap Security settings
4. Enter the temporary passcode and press Confirm
5. Tap Add user
6. Tap Manager/Supervisor
7. Create the username and password, and tap confirm
8. Your terminal will show User Added. Tap Done to go back to the main screen

Note: Username has a maximum of 10 characters, and password must be exactly 7 characters long, including at least 1 number and 1 letter.

1. Exit the Apex app by tapping O at the very bottom of your screen
2. On the screen displaying the date, swipe left and choose Settings icon
3. Enter the settings password: 350000
4. Choose Network and Internet
5. Toggle Wi-Fi Button to enable Wi-Fi support
6. Tap on Wi-Fi to display all the available network list
7. Choose your desired network from the list
8. Enter your Wi-Fi password, then tap on connect
9. Your terminal will display connected below the Wi-Fi network and a Wi-Fi icon will appear on the upper right hand of the screen

Your terminal will now connect to your Wi-Fi automatically.

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. Tap the three lines in the top-left corner of the main menu
2. In the MENU, tap Settlement
3. Tap on Confirm

Your batch now is closed, and you will be funded shortly