iProcess Android Guide 012915
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Transcript of iProcess Android Guide 012915
Wind River Financial
iProcess Setup Guide for Android Devices
Contents:
iProcess account setup – 2
Installing iProcess on your Android device – 3
Configuring the iProcess app – 8
Attaching the iProcess card reader – 10
Processing a sale – 12
Processing a void or refund– 16
Common Questions– 18
Additional Features– 19
2 Home
For help, contact NMI support at 800-617-4850
iProcess Account Setup
1. Once your iProcess account is set up by Wind River Financial, you will receive 2 emails
containing your Username and Password. You will need these when you initially set up the
iProcess app on your Android device.
PLEASE NOTE: Each app download will result in an additional monthly fee. It is
recommended that a separate Username is established for each download. Please see
page 19 for Username generation instructions.
3 Home
For help, contact NMI support at 800-617-4850
Installing iProcess on your Android device
2. If you have not yet installed the
iProcess app, locate the Google Play
Store icon on your Android device’s
Home Screen or App Drawer.
3. The Google Play Store will open. Tap
the magnifying glass icon to start a
search.
4 Home
For help, contact NMI support at 800-617-4850
4. Type “iProcess” into the search bar and
tap the blue magnifying glass icon on
your virtual keyboard.
5. Tap “iProcess” in the search results
view.
5 Home
For help, contact NMI support at 800-617-4850
6. Tap the green “Install” button at the
top of the app’s Play Store page.
7. The app’s permission screen will
display. Tap the green “Accept” button
to continue and install the app.
6 Home
For help, contact NMI support at 800-617-4850
8. Your Android device will download and
install the iProcess app. When it is
finished, tap the “Open” button.
9. The first time you open the iProcess app
on your Android device, it will prompt
you to establish a Nickname for your
device. Change the Nickname to one
that identifies that device for you, such
as “Joe’s Phone” or “Tablet 1”. This is
important if you download the app onto
multiple devices. Tap the “Save” button
to continue.
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For help, contact NMI support at 800-617-4850
10. After setting the device Nickname, tap
the “Configure Now” button to set up
the iProcess app. If you don’t see the
“Configure Now” button, tap the blue
“Settings” button instead.
8 Home
For help, contact NMI support at 800-617-4850
Configuring the iProcess App
11. You are now in the iProcess settings
screen. Tap the “Username” button to
enter your iProcess Username. This
Username can be found in the email
from Wind River Financial that is shown
in step 1 of this guide. When you have
finished typing your Username, tap the
“OK” button.
12. Next, tap the “Password” button to
enter your iProcess Password. This is
the Password that was emailed to you
by Wind River (see step 1 of this guide).
When you have finished typing your
Password, tap the “OK” button. The
Username and Password are now
assigned to this mobile device. You
will never be prompted to enter either
of these again. This Password is only
entered when the app is initially
configured on your mobile device.
9 Home
For help, contact NMI support at 800-617-4850
13. You must then establish your own
“Application” or “Lock Screen”
Password for opening the iProcess app
for enhanced security. To set a
Password for opening the iProcess app,
tap “Enable Lock Screen”. Choose a
Password you can remember. This is
completely independent of the
Password discussed in Step 12. You
will need to enter this Password every
time you open the app. When you have
finished typing your chosen Password in
both fields, tap the “Continue” button.
14. There are several more options on this
screen. If you want your business
information to appear on your emailed
receipts, scroll down to the “Receipt
Details” section. Tap the “Business,”
“Address,” “City” and other buttons to
enter the relevant information.
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For help, contact NMI support at 800-617-4850
Attaching the iProcess card reader
15. Next, tap the “Choose Swipe Device”
option.
16. Select the iPS encrypted reader. Tap
“OK” when you are finished.
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For help, contact NMI support at 800-617-4850
17. Make sure that the “Enable Swiper”
option is checked
18. Plug your IPS encrypted card reader
into the 3.5mm audio jack on your
Android device. If you use a case with
your Android device, you may need to
remove it in order to properly seat the
card reader. Make sure the reader is
fully inserted before continuing. It
should click when it is completely
plugged in. Note that since the reader
uses your audio jack, your phone’s
sound will be disabled while the reader
is attached.
NOTES:
For the best performance, you
should turn up the volume on
your device when using your
encrypted card reader.
Unplug the reader when not in
use to maximize the reader’s
battery life.
12 Home
For help, contact NMI support at 800-617-4850
Processing a sale
19. When you are finished, tap the “Back”
button on your android device. You will
be presented with the iProcess app’s
main screen. To process a sale, tap the
green “Sale” button. Do Not Use the
Red Credit Button. This button is not
enabled on your app!
20. When you see the “Sale” screen, tap
the first box to enter the amount of the
sale.
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For help, contact NMI support at 800-617-4850
21. Next, swipe your customer’s card through the attached card reader. The Card Number and
Expiration Date fields will be automatically filled. At this point you can scroll down and fill in any
additional information about the transaction. When you are finished, tap the green “Process”
button. Note that you should always swipe a customer’s card. Do not type their credit card
number in manually. See the FAQ at the end of this guide for more information.
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For help, contact NMI support at 800-617-4850
22. Your customer will be prompted to sign for the transaction. Have your customer write his
signature in the white box using his finger. Ask your customer to tap the green “Approve”
button when finished.
23. After your customer has tapped “Approve,” a message will appear on the screen asking the
customer to hand the device back to you, the merchant. Tap the “Okay” button to dismiss this
message. Finally, a “Ready to Charge” message will appear, confirming the amount of the sale.
Tap the “OK” button to finalize the sale.
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For help, contact NMI support at 800-617-4850
24. After a few moments you will receive an approval message if the transaction is approved or a
decline message if the transaction is declined. From here, you can choose to view the receipt,
start a new transaction, or tap the “Done” button to return to the iProcess app’s main menu.
Click on “View Receipt” to e-mail a receipt to your customer.
16 Home
For help, contact NMI support at 800-617-4850
Processing a void or refund
25. To void a pending authorization or
refund a settled transaction, tap the
blue “History” button from the iProcess
app’s main menu. Do not use the red
“Credit” button. For more information
on why the red “Credit” button should
not be used, see Common Questions at
the end of this document.
26. Locate the transaction you would like to
void or refund and tap it.
Void will cancel a pending
authorization. No money will
change hands. Use this button
if possible.
Refund will give back money.
Money will be deducted from
your account and placed into
the cardholder’s account.
17 Home
For help, contact NMI support at 800-617-4850
27. The app will display details about the transaction. If the transaction has not settled yet, you will
have the option to void it. If the transaction is settled, your only option is to process a refund. To
void or refund the transaction, tap the green “Options” button and tap “Void.” If the void button is
not available, choose “Refund” instead.
Please Note: You must access the original transaction to have the option to void it or process a
refund. If you delete your transaction history in your mobile app, you will lose your option to
process voids or credit refunds.
18 Home
For help, contact NMI support at 800-617-4850
Common Questions
1. Where can I find more help?
a. More help is available within the iProcess app itself. Once the app is installed on your
device, open it and tap the blue “Help” button on the main screen.
2. Do I have to open the Google Play Store every time I want to run the iProcess app?
a. No. Once the iProcess app is installed on your device, you can launch it by tapping the
iProcess icon on your device’s Home Screen or App Drawer.
3. What if I cannot find the Google Play Store on my Android device?
a. The vast majority of Android phones and tablets can access the Google Play Store to
download apps. Some Android devices, such as the Amazon Kindle Fire, do not have
access to the Google Play Store. These devices will not be able to download and use the
iProcess app.
4. Can I run a credit by tapping the large red “Credit” button from the iProcess app’s main menu?
a. No. The red “Credit” button is for processing non-referenced credits, and is disabled for
security reasons. Running credits only from the transaction history helps protect your
money and your business.
5. Can I use the iProcess app in areas with no cellular data connection or Wi-Fi?
a. No. In order to use the iProcess app with your Android device, you must have either a
Wi-Fi connection or a cellular data connection. Transactions will not be accepted if your
device is not connected to the internet.
6. Can I type in a credit card number instead of swiping a card?
a. To protect your customers and your business, you should not. The card reader is
encrypted and prevents readable card data from entering your Android device’s storage
and memory. If you manually type a credit card number into the iProcess app, it will not
be encrypted. Having unencrypted credit card data on your Android device, however
briefly, is a serious security risk.
7. The iProcess app is giving me an error message. What’s wrong?
a. If the iProcess app gives an error message while trying to process a transaction, the
most common problem is poor cellular or Wi-Fi signal. For example, the errors “Host
Name in Cetificate Didn’t Match,” “Invalid Transaction ID/Object ID,” and “Unable to
resolve host (secure.nmi.com)” can all be caused by problems with your data
connection. When using the iProcess app, make sure you are in an area with a strong
data signal, and connect to Wi-Fi when you are able.
19 Home
For help, contact NMI support at 800-617-4850
Additional Features Available with NMI iProcess Mobile Your NMI iProcess Mobile account includes features that you can use by logging on to the NMI website.
Log on to NMI:
o www.nmi.com
o Click on the blue Merchant login button in the upper right corner of the home page.
Enter your Username and Password (the same ones used in Step 11 and 12).
Click Login.
Designated Auto-Settle Time
Your transactions will settle automatically each day. The default auto-settle time is 7:00pm CST. To
adjust your designated auto-settle time:
Click on Settings.
Click on Settlement Schedule.
Adjust the time in the drop-down window.
Click on Update Settlement Schedule.
o Please note, your Visa, MasterCard and Discover transactions will be deposited into
your checking account 2 business days after the batch settlement date.
Additional Users
Your Primary NMI iProcess Mobile account Username is set up by Wind River at the time your NMI
iProcess Mobile account is set up. If you will have multiple mobile users processing transactions, you
will want to establish a separate Username for each User. The Username will appear in the transaction
detail in your reporting and may be used for tracking purposes. To set up additional Usernames:
Click on Settings
Click on User Accounts
Click on Click Here To Add A New User Account
Complete the required fields (flagged with red asterisks)
Click on Create User
The new User will receive an e-mail from the NMI site, providing a link for them to click on to be routed
to the NMI site and establish their own password. They will assign their Username and Password when
they download the NMI iProcess Mobile app onto their mobile device.
PLEASE NOTE: Each additional app download will result in an additional monthly fee.
NMI iProcess Mobile Passwords:
Must be between 8-32 characters
Must include a number and a letter
Are case-sensitive, but upper and lower case are not both required
20 Home
For help, contact NMI support at 800-617-4850
Manage Your Monthly Fees
If you are no longer using the NMI iProcess mobile app on a mobile device, you may eliminate the
monthly support fee assessed for that device, by deactivating that mobile device:
Log on to NMI (see page 19)
Click on Settings.
Click on License Manager
On the Mobile Devices tab, click on the Device Deactivation icon in the Action column for the
device you are no longer utilizing
Batch Settlement Report
With every settled batch via your NMI iProcess mobile account, you will receive an e-mail, providing
your batch totals. To view detail of your batches:
Click on Reports.
In the Transaction Snapshot section, establish the timeframe for the batches you want to view
using the Start Date and End Date fields. Click Submit.
Your batch settlements will be listed by date and batch number on the left, with the batch net
total on the right.
Click on the magnifying glass to the left of the batch date, then View These Transactions to
view the individual transactions in that batch.
o You may then click on the transaction ID to view details for that transaction.
o If you have downloaded the iProcess app on multiple mobile devices and have a
separate Username set up for each mobile device, the Username will appear in the
transaction details.