paykings iprocess setup guide for ios devices · 2018. 10. 22. · 2 for help, contact nmi support...

PayKingsiProcess 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 AppleApp Store icon on your device’s homescreen. 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 PayKings that isshown in step 1 of this guide. When youhave finished typing your Username, tapthe “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 Enterprise 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 PayKings at the time your NMIiProcess 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.

http://www.nmi.com/

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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.

paykings iprocess setup guide for ios devices · 2018. 10. 22. · 2 for help, contact nmi support...

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