Wind River Financial iProcess Setup Guide for IOS Devices · PDF fileWind River Financial...
Transcript of Wind River Financial iProcess Setup Guide for IOS Devices · PDF fileWind River Financial...
Wind River Financial
iProcess Setup Guide for IOS Devices (Requires iOS 4.3 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.)
Table of Contents (Clickable Links):
iProcess account setup Page 2
Installing iProcess on your IOS device Page 3
Configuring the iProcess app Page 6
Attaching the iProcess Card Reader Page 9
Processing a Sale Page 11
Processing a Void or Refund Page 15
Common Questions Page 17
Additional Features Page 18
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For help, contact NMI support at 800-617-4850
Setting Up Your iProcess Account
1. When your mobile account set-up is complete, you will receive 2 emails with important information
to be used thoughout these instructions. Please make note of your NMI iProcess Mobile Username
& Password as you will need them later in the installation. (Note: It is ideal to have the Mobile Card
Reader present when proceeding with the set-up and testing of the application.)
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.
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Installing iProcess on your IOS
2. Inside your mobile device, locate the Apple App Store icon on your device’s home screen. Tap the icon to enter the App Store.
3. The Apple App Store will open. Tap the “Search” icon to start a search.
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4. Type “iProcess” into the search bar and tap
the search button on your virtual keyboard.
5. Tap the “iProcess” field in the search results
view to access the application download
screen.
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6. Tap the “FREE” or “Download” button in the
upper right hand corner of the top of the
app’s page.
7. The app’s permission screen will display.
Enter your Apple ID Password (The
password you have established on your
iPhone for iTunes music or Applications)
and then tap the “OK” button.
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Configuring the iProcess Application
8. Your Apple device will download and install
the iProcess app. When finished, tap
“Home” button on your device to return to
the device’s home screen. The iProcess
application is now downloaded. Tap the
iProcess icon as shown below.
9. The first time you open the iProcess app on
your Apple 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. Then
tap “Configure Now”.
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10. 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.
11. Next, tap the “Password” button to enter
your iProcess Password. This is the
Password emailed to you (see step 1 of this
guide). When you have finished typing your
Password, tap the “OK” button. The
iProcess app will remember your Username
and Password automatically. 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.
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12. To customize a standard receipt for all
transactions, scroll down in the Edit
Account/Gateway screen to access the
Receipt Detail screen. Enter the desired
business information to appear on
transaction receipts. Tap the “Address”,
“City”, “State”, etc. fields to customize your
relevant information. Return to the main
setting screen by tapping “Save”.
13. It is recommended to establish an
“Application” (or “Lock Screen”) Password
for opening the iProcess App. This
Password will protect the contents in the
event of loss or theft of the device. This is
completely independent of the Password
discussed in Step 11. To establish a
password for opening the iProcess app, tap
the “Password” button. Enter your ideal
Password in both the “Enter Password” &
“Confirm Password” fields. If the Passwords
match, a blue save button will appear in the
upper right hand corner. Tap “Save”. You
will now be prompted for this Password
upon entry to the application.
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Attaching the iProcess Card Reader
14. Next, tap the “Card Reader Devices” option.
15. Select the iPS encrypted reader. Tap “OK”
when you are finished. Your phone is now
configured to accept card swiped
transactions.
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16. Return to the settings screen by pushing the
back button. Then return to the iProcess
home screen by tapping “Done”.
17. Plug your IPS encrypted card reader into the
headphone/audio jack on your Apple
device. If you use a protective case with
your Apple 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.
NOTES:
Verify your volume is at the
maximum level when the card
reader is plugged in. Adjust the
volume by pressing the
plus/volume up button the side of
your device.
Unplug the reader when not in use
to maximize the reader’s battery
life.
Since the device uses your audio
jack, your phone’s sound will be
disabled while the reader is
attached.
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Processing a Sale
18. At the home screen, you are presented with
options to:
1. Sale
2. Credit - Do Not Use the Red Credit
Button. This button is not enabled on
your app!
3. History (Transaction reporting)
4. Settings
5. Help
To Run a Sale, tap the green “Sale” button.
19. When you see the “Sale” screen, tap the
first box to enter the amount of the sale.
Enter amount with no decimal points.
Example: $35.78 is entered as 3578
$120.00 is entered as 12000
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20. Next, swipe your customer’s card through the attached card reader. The Card Number and
Expiration Date fields will be automatically filled. If desired, scroll down and fill in any additional
information about Cardholder or Transaction. When you are finished, the process button will turn
blue. Tap the blue “Process” button to continue. Note: You should always swipe a customer’s card.
Do not type their credit card number in manually. See Common Questions at the end of this guide
for more information.
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21. Your customer will be prompted to sign for the transaction. Hand the device over to your customer.
Have the customer write their signature in the white box using their finger.
22. If appropriate, have the customer enter a tip using a pre-calculated field box. A manual tip entry is
also an option. When complete, tap the “Approve” button to submit the transaction.
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23. After a few moments you will receive an approval message if the transaction is approved or a
decline message if the transaction is declined. Choose:
“View Receipt” to email a copy of the receipt
“New Sale Transaction” to run a separate and additional sale.
“Done” if you are finished processing transactions.
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Processing a Void or Refund
24. To void a pending authorization or refund a
settled transaction, tap the “History”
button from the iProcess app’s main menu.
Do not use the red “Credit” button. (NOTE:
For more information on why the red
“Credit” button should not be used, see the
Common Questions at the end of this
document)
25. Locate the transaction you would like to
void or refund and tap it to identify the
receipt detail.
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26. The transaction detail will be displayed on your Apple device. 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. Tap the arrow button in the upper right hand corner to select an action for this transaction.
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.
Email offers the opportunity to send additional copies of transaction receipts.
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.
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Common Questions
1. Where can I find more help?
More help is available within the iProcess app itself. Once the app is installed on your device, open it
and tap the “Help” button on the main screen. Select the category you wish to learn more about.
2. Do I have to open the Apple App Store every time I want to run the iProcess app?
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 desired folder.
3. What if I cannot find the App Store on my Apple device?
All Apple iPhones, iPads & iPods can access the App Store to download applications. The App Store
icon will appear on the home screen unless it has been moved by a user. To locate, swipe down on
the home screen (IOS 6 or earlier swipe left) and type APP STORE in the search bar. Look for these
icons to appear in your query.
4. Can I run a credit by tapping the large red “Credit” button from the iProcess app’s main menu?
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?
No. In order to use the iProcess app with your Apple 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.
NOTE: iPods or iPads without built in data connections will require Wi-Fi access.
6. Can I type in a credit card number instead of swiping a card?
To protect your customers and your business, it is not recommended. The card reader is encrypted
and prevents readable card data from entering your Apple 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 Apple device, however briefly, is a serious security risk.
7. The iProcess app is giving me an error message. What’s wrong?
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 Certificate 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.
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Additional Features Available with NMI iProcess Mobile-Only Your NMI iProcess Mobile account includes features that you may utilize by logging on to the NMI site.
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 Steps 10 and 11).
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
may 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.
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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 18)
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.
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