Open the home/programs section Click: Enter : Click : (Registration number and license are provided at the time of purchase. Once these are entered, you.

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Presentation transcript:

Open the home/programs section Click: Enter : Click : (Registration number and license are provided at the time of purchase. Once these are entered, you are ready to start using ChargeAnywhere). REGISTRATION FOR TECHNICAL SUPPORTAUTHORIZED DEALER Phone: , Option 1 Web: RETAIL CHARGE ANYwhere TREO700w DOWNLOAD Launch Internet Browser Enter the provided url Download unknown application? Select : Want to accept CA? (URL is provided at the time of purchase). Yes Download to device Save and Open Yes License # Phone # Submit ChargeAnywhere icon CONNECT A PRINTER WITH THE DEVICE Both phone and printer must be powered on. Click: Select the printer: [Enter passkey for printer-provided by the manufacturer] Serial Port Click: Select the printer: Assign a port from COM 1-COM 4 Secure connection Click: CONNECT A PRINTER WITH CHARGEANYWHERE Settings Connections Bluetooth Devices New Partnership Start/Windows icon Next COM Ports New Outgoing Port Next Finish ChargeAnywhere icon is located in the home/programs section of the phone Click: Select: Select the printer: Select the port: Port must be identical to the port assigned on the phone. Click: ChargeAnywhere icon Setup Peripheral Devices Devices Port Done Enter Password Default password is (Merchant MUST immediately change all default and expired passwords.) LOGIN password

Clerk #: Yes or No Invoice#: Yes or No Tax: Yes or No Select: Select the desired transaction Select: [Device connects to host for authorization and prints a receipt*] Select: Select the transaction to view Click: Verify card info/transaction amount Select: [Phone connects to host for authorization and prints a receipt.] Swipe card* Enter Sale Amount Click: [Device connects to host for authorization] QUICK SALE Quick Sale… Swipe card* Submit SALE Select: Swipe card* Enter Sale Amount Select: Sale Transactions Submit Select: Enter Card # Enter Exp Date Is Card Present? Yes or No Enter Sale Amount Enter Address Enter Zip Code Click: [Device connects to host for auth.] *See Processing Receipts Sale Transactions Submit No MANUAL ENTRY Select: Select the transaction to be submitted Click: Verify card info / transaction amount Enter Force Amount: Click: [Device connects to host and response is displayed] *See Processing Receipts Auth. Only Transactions Logs Submitting an Auth Only For Payment Select: Select transaction to void Click Verify card info / transaction amount Click [Device connects to host and response is displayed] *See Processing Receipts Current Day Log Logs Void VIEWING OFFLINE TRANSACTIONS Retry SENDING AN OFFLINE TRANSACTION Send FORCE Select: Swipe card* or Enter Card #: Enter Exp Date: Is Card Present? Yes or No Enter Return Amount Select: [Device connects to host for auth.] *See Processing Receipts Return Transactions Submit RETURN Select: Swipe card* or Enter Card # Enter Exp Date Is Card Present? Yes or No Enter Authorization Amount Click: [Device connects to host for auth.] *See Processing Receipts Auth. Only Transactions Submit Auth Only Capture SENDING ALL OFFLINE TRANSACTIONS Ok Print Customer Receipt: or PROCESSING RECEIPTS Signature Receipt prints automatically Select: Swipe card* or Enter Card # Enter Exp Date Is Card Present? Yes or No Enter Approval Code Enter Amount Enter Address Enter Zip Code [Device connects to host for auth.] *See Processing Receipts Force Transactions Submit Select: Select the transaction to view Click: Offline Transactions Logs Offline Transactions Logs Select: [Phone sends transactions and processes receipts one at a time] Offline Transactions Logs Send All Retry CHARGE ANYwhere TREO700w Yes Current Day Log Logs *This option is available if the device is connected to a compatible printer.. Void View INDUSTRY SPECIFIC OPTIONAL PROMPTS [Depending on industry specific setup options, these prompts may display during sale transactions] Naming Options: Clerk#, Driver#, Operational, Employee#, Vendor#, Server Id, Bartender Id, Waiter Id. Naming Options: Invoice#, Ticket#, Job#, Order# View [NOTE: To enter numbers, hold down option key] {Important: To go to previous pages within the application, use Back, Cancel or Done buttons within the application. Using the X on top of the screen, merely closes the window but leaves the application running} [Details of the selected transaction will display] Select: Enter Sequence # (A sequence # is assigned to every transaction logged) OR Transactions Void Select: Enter Sequence # (A sequence # is assigned to every transaction logged) OR Transactions Retry Submit