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PAYware Mobile User Guide
Version 1.0004
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Notice Copyright June 2010, VeriFone Systems, Inc. All rights reserved. VeriFone, the VeriFone logo, ® PAYware , PAYware Mobile™, PAYware Connect™, and VeriShield Protect are either trademarks or registered trademarks of VeriFone in the United States and/or other countries. ® ® ® ® Apple, the Apple logo, iPhone 3G , iPhone 3GS , iPhone 4G , and iPod touch are registered SM trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc
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Table of Contents Notice.................................................................................... 1 Overview................................................................................ 3 Why PAYware Mobile 3 Getting Started ....................................................................... 4 Downloading PAYware Mobile App from App Store ..................... 4 Launch PAYware Mobile .......................................................... 5 Setting Up PAYware Mobile .
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Overview PAYware Mobile is VeriFone’s mobile payment solution that works with iPhone 3G, iPhone 3GS, iPhone 4G, and iPod touch running OS 3.1.2 or higher. PAYware Mobile is the perfect complement to a total business operations solution by consolidating all payments in one centralized portal. For merchants who have multiple points of payment—storefront, remote sales, and telephone orders— adding the ability to take payments wherever the need arises enables increased sales by offering the
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Getting Started Downloading PAYware Mobile App from App Store The App Store contains many credit card applications, but none like the PAYware Mobile. PAYware Mobile supports VeriShield Protect's End-to-End Encryption through the PAYware Mobile Card Encryption Sleeve, encrypting the transaction data at the time the card is swipe. PAYware Mobile is a free download and can be downloaded directly to your iPhone or iPod touch from the App Store. PAYware Mobile 1.0
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Launch PAYware Mobile Once the PAYware Mobile App has been installed on your iPhone, you may start the application by touching the “PAYware” icon on the iPhone home screen. PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 5 of 34
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After PAYware Mobile displays its splash screen, you will be asked to create a Security PIN (prior to accessing the main transaction screen). Setting Up PAYware Mobile Once you have set up your PIN, you will be directed to the Initial Setup Assistant to configure the PAYware Mobile application. PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 6 of 34
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Initial Setup Assistant PAYware Mobile includes a simple-to-use setup screen that helps merchants to learn more about the app before actually using it as well as offering assistance in setting up the application. Each of the four options has an explanation describing its functions. Setup Account When you're ready to set up a live, ready-to-process merchant account, touch this button. PAYware Mobile will guide you through all the necessary steps. It's recommend that you touch the
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Test Drive PAYware Mobile's Test Drive Mode can be used to familiarize individual merchants with the use of PAYware Mobile and transaction processing in general. Consult the section Test Drive Mode (see page 11) for more details. Merchant Settings Prior to processing transactions, you must configure your merchant settings. To access this screen from PAYware Mobile's main screen, touch the Menu button. You should now see the Menu screen. Scroll down to the Setup section and touch the word
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6. Touch the Register iPhone button. Enter the User ID and Password you received from your PAYware Connect administrator. Touch the Continue button. 7. If your phone is successfully authorized, your phone will receive a Device Key. The Device Key authorizes the mobile device, and is automatically transferred to your phone (you don't need to manually enter it). PAYware Mobile will display your successful Sync/Resync to the PAYware Connect system to confirm that it has been registered.
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4. You should now see a standard email screen that already contains your PAYware UDID. Fill out the To: address box with your intended recipient (should be your PAYware Connect administrator) and touch the Send button. Your phone will deliver your PAYware UDID and return you to the Merchant Settings screen. PAYware Mobile 1.0004 – User Guide 06/22/2010 Page 10 of 34
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5. Touch the Back button to return to the Menu screen. Clear Account From iPhone WARNING: This will erase your PAYware Mobile Client ID and Device Key. Use this function if you need to deactivate your phone's access to your PAYware Connect account. You will not be able to use the deactivated phone unless your PAYware Connect administrator authorizes a re-sync to the account. 1. Starting from PAYware Mobile's main screen, touch the Menu button. 2. You should now see the Menu screen.
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4. To disable Test Drive Mode, simply return to the Merchant Settings screen and select a different mode. Demo Mode PAYware Mobile's Demo Mode is currently only available to specific VeriFone Partners (Test Drive Mode is available to individual users). Demo Mode can be used to familiarize those merchants with the use of PAYware Mobile and transaction processing in general. Demo Mode can also be used to test the connectivity between those merchants' phones and the PAYware Connect gatewa
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1. Starting from PAYware Mobile's main transaction screen, touch the Menu button. 2. You should now see the Menu screen. Scroll down to the Setup section and touch the words Application Settings. 3. You should now see the Application Settings screen. You may modify any of the following settings: ● Tip % -- If you enter a tip percentage (example: 20.00 for 20%) into this field, it will be applied to all applicable transactions (Sale, Pre-Auth, etc.). If you configure a Tip % here, you wo
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● Prompt for Email on Submit -- If this is enabled, PAYware Mobile will prompt you for an Email Address during transaction. A receipt will be emailed to the address you enter. Clear Log -- Touch this button to erase all the PAYware Mobile Transaction Log entries stored on your phone. This will not affect the data stored at the PAYware Connect gateway. Change PIN -- Touch this button to change your PAYware Mobile Security PIN. Secure Card Reader Settings The Secure Card Reader screen is use
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Firmware Updates ● Update/Restore Bootloader -- Touch this button to update the bootloader for your Secure Card Reader. If your bootloader requires updating, this button will be colored green. Otherwise, this button will be colored blue. ● Update/Restore Firmware -- Touch this button to update your firmware for the Secure Card Reader. If your firmware requires updating, this button will be colored green. Otherwise, this button will be colored blue. ● Update/Restore VSP Firmware -- Touch t
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4. You should now see the Diagnostics screen, showing information for the attached Secure Card Reader. 5. Touch the Run Diagnostics button if you have been advised to do so by a Support Representative or your PAYware Connect administrator. PAYware Mobile will prompt you for confirmation. Note: This will reset the PAYware Mobile Transaction Log. This operation cannot be undone. 6. You should now see a standard email screen that already contains your diagnostic information. Touch the Send b
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Processing Transactions with PAYware Mobile Now that you have set up PAYware Mobile, you are ready to process transactions. Best Practice Note: The following instructions will provide you with steps for processing transactions with the PAYware Mobile application. However, before using PAYware Mobile to do actual "live" business, we highly recommend that you process a $1.00 transaction using a real credit card number. Settle this transaction through PAYware Connect and check your
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Standard Transaction Processing 1. The first thing you'll need to do is select the type of transaction you would like to process. This can be done by touching the transaction type button at the top-left of the main transaction screen (shown as Sale in the screenshot above). The following list details each type of transaction available in PAYware Mobile. • Sale– A Sale transaction decreases the cardholder's open to buy. It authorizes a transfer of funds from the cardholder's accou
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customer's card number, transaction amount, and the authorization code you received from your merchant account provider. • Refund – Use this transaction type to perform a “return,” by crediting funds back to the cardholder’s account. • Clear All Transaction Data Fields – Selecting this option will clear all the data from the Transaction Screen of the transaction screen. 2. After you have selected a transaction type, you can specify the amount of the transaction. Touch the Amount field (
