Chase Mobile Checkout-PLUS^® support

You can process a sale by choosing products which have already been added to your product catalogue or using manual entry by choosing Quick Sale.

To process a Quick Sale:

1. Choose Quick Sale on the home screen
   1. Enter a product or service name
   2. Enter the price
   3. Choose the quantity
   4. Choose Applicable Tax to apply taxes (make sure to check Tax Included in Price)
2. Choose Add to Cart
   • Repeat steps 1 to 2 to add any additional items to the cart
3. Choose the cart icon at the top right corner of the New Sale screen once you have added all items
4. Choose Debit/Credit as the payment method if using the reader and let the customer insert, swipe or tap their card
   • If tips are enabled, the customer will be asked to enter a tip once the payment method is chosen
   • Manual Entry is also available if the card is not physically present
   • Note: Manual Entry is not available for debit cards
5. A summary page is displayed once the transaction is complete and allows you to send a customer receipt via email and/or a mobile number

To process a sale using your catalogue:

1. Choose New Sale in the main menu or the $ icon in the top corner of the screen to display the list of the products you have available for sale
2. Choose the products you want to add to your cart from the list and each quantity
3. Press Add to Cart
   • To remove an item from the cart, choose the item and set the quantity back to 0
4. Press Subtotal at the bottom of the page or choose the cart icon at the top right corner of the New Sale screen once you have added all items
5. Choose Debit/Credit as the payment method if using the reader and let the customer insert, swipe or tap their card
   • If tips are enabled, the customer will be asked to enter a tip once the payment method is chosen
   • Manual Entry is also available if the card is not physically present
   • Note: Manual Entry is not available for debit cards
6. A summary page is displayed once the transaction is complete and allows you to send a customer receipt via email and/or a mobile number

1. Go to Sales History
2. Choose the transaction you wish to refund or void to view Transaction Details
3. Choose Refund or Void at the bottom of the screen
   • Void will only appear if the transaction was processed that day
   • Same-day transactions can only be cancelled by voiding
   • Transactions can only be refunded once the batch has been settled
   • The app will recognize whether a transaction can be refunded or voided
4. If refunding, review and confirm if you want to refund the full or partial amount
   • Note: Partial refunds are applied per item in the cart. The app is not capable of partially refunding an amount on an item
5. Follow the instructions on the terminal
6. Choose whether you want to send a receipt
7. Choose Done to finish

To process a sale without the card being present, you will first need to turn on the feature in your settings.

1. Choose Settings from the menu and then choose Transaction Settings
2. Choose On in the dropdown menu labelled Enable Manual Entry
3. Choose Save
   • Note: For additional fraud protection, you may choose to input the CVD (3-4 digit code on the back of the card) or AVS (the customer’s billing address)
4. Proceed with the steps to process a sale and use manual entry at checkout

Receipts for any transaction can be resent to a customer’s email address or mobile phone number. Here’s how to do it:

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

You can easily set up and manage your product catalogue and inventory, listing them directly on your application with a set tax, product category and image.

To add a new a product:

1. Go to Product Catalogue
2. Choose the + icon and choose Add New Product
   • Add the tax, category and image as desired
3. Choose Save

You can add taxes directly to your products in the catalogue.

1. Go to Product Catalogue
2. Click on the Taxes tab
3. Choose the + icon and then Add Tax
4. Choose the Tax Label (GST/HST/PST/QST), enter the Tax Rate, choose the Associated Products and Save

Categories allow you to organize your catalogue more efficiently.

To add a category:

1. Go to Product Catalogue
2. Choose Add
3. Enter a Category Name, choose products and Save
   • To delete a category, simply swipe the category to the left to reveal the Delete button, or choose the Delete link to reveal the trash icon

You can easily configure your card reader to prompt the customer with the option to add a tip when processing a transaction.

1. Go to Settings and choose Transaction Settings
2. Switch the Enable Tips toggle on and press Save

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

1. Go to Settings from the menu and then Receipt Settings
2. Type your message
3. Choose Save

Easily switch between English and French.

1. From Settings, choose Personal Profile
2. Choose Edit next to the language preference
3. Choose English or French and press Save

Your Chase Mobile Checkout-PLUS account gives you access to an online portal where you are able to manage your account to view reports and analytics and track your sales.

To sign in:

1. Go to mychase.ca
2. Enter your email address and password and choose Sign In
3. If this is your first time signing in to the portal, you will be prompted to set your 4 to 6 digit Authorization PIN
   • Note: Your Authorization PIN is used as an additional security check if your password was incorrectly entered multiple times during the sign-in process

To view the dashboard, simply press the Dashboard menu button. It provides a real-time summary of your sales, including total sales, refunds, taxes and tips.

You can review your transaction history for the past 18 months by choosing Sales History from the menu button.

You can easily configure your card reader to prompt the customer with the option to add a tip when processing a transaction.

1. Go to Settings and choose Transaction Settings
2. Switch the Enable Tips toggle on and press Save

The reports feature provides real-time reporting and analytics to track and analyze your sales.

1. Choose Reports
2. You can view the Detailed Transaction Report or Product Catalogue Sales Report
3. Choose the dates and then View Report
4. To export to PDF or Excel, choose the Export Data button in the top left
5. Choose PDF or XLSX (Excel) from the Export Format dropdown and choose OK

If you have received a Link/2500 card reader but never received the welcome email, please give us a call at 1-800-265-5158 to speak to one of our representatives.

Chase Mobile Checkout-Plus automatically closes and settles your batch at 2:00 a.m. ET every day.

You can reset your password by choosing Forgot Password on the sign-in page.

1. Press and hold the # key and the yellow key at the same time
2. Press the green key to turn it back on

You can change your password and Authorization PIN, or update your Two-factor Authentication preference at any point by accessing the Settings menu and then choosing User Settings.