QuickSale 1.0 App User Guide

1. Introduction

QuickSale 1.0 by Charge Anywhere is a payment app designed to help businesses simplify their payment processing. The software offers a range of features and benefits that help businesses streamline their operations and enhance customer experience.

1.2 System Requirements

To use QuickSale 1.0 by Charge Anywhere (Android App), the following system requirements must be met:

• Operating system: Android 5.0 or higher
• Processor: 1 GHz or higher
• Memory: 1 GB RAM or higher
• Hard drive space: 10 MB or higher
• Screen resolution: 800 x 480 or higher
• Internet connectivity: Broadband recommended for cloud-based solutions.

2. Registration

2.1 Getting Started

Open the app on your device. You will see a screen with a submit button and a prompt to enter your credentials to register.

2.2 Credentials

If you already have an account, enter your credentials to register and log into the production account. This typically includes a license number and your phone number. To ensure a successful registration process, please ensure that the credentials you enter are accurate, as incorrect information may prevent you from accessing the app.

Contact support at support@chargeanywhere.com to get the license number if you don’t have the license number already.

2.3 Submit

Click Submit to register and log into your account.

3. Quick Sale

QuickSale 1.0 provides a user-friendly point-of-sale interface that allows users to process transactions quickly and easily. The basic layout and functionality of the interface include the following elements:

1. Name: The cardholder’s name as it appears on the payment card.
2. Card#: The unique number assigned to the payment card.
3. ExpDate: The expiration date of the payment card, indicating the month and year when the card will expire and can no longer be used for transactions.
4. CVVI: This further has 3 options, Want to Bypass, Value illegible, and Not On Card, which doesn’t require entering the CVVI code. However apart from fore mentioned options, to enter a value, the user can select Value Entered.
5. Clerk#: Identification number of the employee processing the sale.
6. Amount: Total cost of purchased items, excluding discounts.
7. Tax Amount: Additional amount based on the tax rate.
8. Grand Total: Total amount to be paid, including taxes and fees.

With these elements, users can quickly and easily process transactions, enter customer information, and process payments with a high degree of accuracy and efficiency. The interface is designed to be intuitive and user-friendly, making it easy for even novice users to get up and running quickly.

3.1 Steps to process a Quick Sale

1. Open the Charge Anywhere QuickSale 1.0 app on your device.
2. Select Quick Sale.
3. Enter the amount to be charged, and other information, and click the Submit button.
4. Tap the card on the machine to process the transaction.
5. Review the transaction details on the confirmation screen and click Yes to proceed.
6. Once the payment is approved, you will receive a confirmation message Transaction Approved.
7. Click OK.
8. A pop-up screen will appear with the following options:
   • Print Merchant Copy
   • Print Customer Copy
   • Email
   • SMS
9. Click Print Options to print the receipt and enter the customer’s email and phone to send the receipt to the customer.
   Note: If desired, you can customize the header and footer of the receipt by going to Configuration > Set Up Options > Optional Prompts > Receipt Options.
10. Finally, click Done to complete the transaction.

4. Transactions

QuickSale 1.0 supports a variety of payment types, including cash, checks, credit and debit cards, gift and loyalty cards, ACH/eCheck, EBT cash, and EBT food stamps. To process a payment, users can select the appropriate payment type from the point of sale interface, enter the payment amount, and complete the transaction. QuickSale 1.0 also includes features for processing refunds and returns, as well as voiding transactions that were not completed. With these capabilities, users can manage a wide range of payment scenarios, ensuring that transactions are completed quickly and accurately, and providing customers with the flexibility and convenience they expect in today’s fast-paced retail environment.

4.1 Cash

Cash is the physical currency used as a medium of exchange for goods and services. It is the most traditional and widely accepted form of payment.

4.1.1 Sale

Sale refers to a cash transaction where a customer purchases goods or services from a business.

4.1.2 Refund

A transaction where the customer returns a previously purchased item and receives a reimbursement.

4.2 Check

A check is a written document that instructs a bank or credit union to pay a specific amount of money to the person or entity named on the check. The person writing the check must have sufficient funds in their account to cover the amount written on the check.

1. Check#: A unique number assigned to a check for identification and tracking purposes.
2. Clerk#: Identification number of the employee processing the sale.
3. Amount: Total cost of purchased items, excluding discounts.
4. Tax Amount: Additional amount based on the tax rate.
5. Grand Total: Total amount to be paid, including taxes and fees.

4.2.1 Steps to process a Transaction through Check

1. Navigate to the Transactions section and choose Check from the menu.
2. Enter Check#, Clerk#, Amount, and Tax; and click the Submit button.
3. Review the transaction details on the confirmation screen and click Yes to proceed.
4. Once the payment is approved, you will receive a confirmation message Transaction Approved.
5. Click OK and ask the customer to enter their email.
6. Finally, click the Submit button to send the sale receipt directly to the customer’s email. If desired, you can customize the header and footer of the receipt by going to Configuration > Set Up Options > Optional Prompts > Receipt Options.

4.3 Credit

A credit card is a plastic card issued by a financial institution that allows the cardholder to borrow money to make purchases. The cardholder must pay back the borrowed amount plus interest to the financial institution.

4.3.1 Sale

Sale refers to a credit card transaction where a customer purchases goods or services from a business.

4.3.2 Auth Only

Auth Only is the process of obtaining approval from a cardholder’s bank for a transaction. The merchant requests authorization from the bank by submitting transaction details to Charge Anywhere. If successful, an authorization code is received, allowing the merchant to proceed with the transaction.

4.3.3 Force (Capture)

Force is the process of transferring the authorized funds from a customer’s account to a merchant’s account. When a customer makes a payment using a credit or debit card, the payment must be authorized by the cardholder’s bank to ensure that they have sufficient funds or credit limit to complete the transaction. Once the payment is authorized, the transaction is typically held in a “pending” status until the merchant captures the funds.

4.3.4 Return

It is a process of returning the payment made by a customer for a product or service that they are not satisfied with or have returned. It involves issuing a credit or refund to the customer’s account, which could be in the form of cash, check, or a reversal of a credit or debit card transaction.

4.3.5 Balance Inquiry

This transaction type allows the user to check the available limit on their credit card. The app will communicate with the bank or financial institution to retrieve the balance information and display it to the user.

4.4 Gift/Loyalty

Gift and loyalty cards are prepaid cards that can be used as a form of payment at specific merchants. Gift cards are typically given as a gift and can be used to purchase goods or services.

4.4.2 Refund

For a refund transaction, the necessary details are the gift card number, clerk identification number, item cost (excluding discounts), and the grand total to be refunded.

4.4.3 Balance Inquiry

To check the remaining balance on a gift card, only the gift card number is required.

4.4.4 Activate

To activate a gift card, provide the gift card number, the initial loaded amount, and the grand total paid.

1. Card#: The unique number assigned to the Gift card.
2. Amount: Total cost of purchased items, excluding discounts.
3. Grand Total: Total amount to be paid, including taxes and fees.

4.4.5 Add Value

When adding value to a gift card, provide the gift card number, clerk identification number, item cost (excluding discounts), and the grand total to be paid.

1. Card#: The unique number assigned to the Gift card.
2. Clerk#: Identification number of the employee processing the sale.
3. Amount: Total cost of purchased items, excluding discounts.
4. Grand Total: Total amount to be paid, including taxes and fees.

4.4.6 Deactivate

Provide the gift card number to deactivate a gift card and prevent further use.

1. Card#: The unique number assigned to the Gift card.

4.5 ACH/eCheck

Automated Clearing House (ACH) is an electronic payment system used for direct deposits, payroll payments, and online bill payments. This type of tender uses a bank account and routing number to transfer funds from one bank account to another.

4.5.1 Sale

To process an ACH/eCheck sale, provide the cardholder’s name, routing number, account number, type (personal or business), recurring payment option, clerk ID, amount, tax, and grand total.

1. Name: The cardholder’s name as it appears on the payment card.
2. Routing#: Refers to the routing number, also known as the ABA (American Bankers Association) routing transit number.
3. Account#: Represents the account number associated with a bank account.
4. Type: Personal Savings/Personal Checking/Business Checking
5. Recurring Payment:
6. Clerk#: Identification number of the employee processing the sale.
7. Amount: Total cost of purchased items, excluding discounts.
8. Tax Amount: Additional amount based on the tax rate.
9. Grand Total: Total amount to be paid, including taxes and fees.

4.5.2 Check Conversion

For check conversion, provide the cardholder’s name, check number, routing number, account number, type (personal or business), clerk ID, and tax amount.

1. Name: The cardholder’s name as it appears on the payment card.
2. Check#: Represents the check number associated with a particular transaction. It is a unique identifier assigned to each individual check.
3. Routing#: Refers to the routing number, also known as the ABA (American Bankers Association) routing transit number.
4. Account#: Represents the account number associated with a bank account.
5. Type: Personal Savings/Personal Checking/Business Checking
6. Clerk#: Identification number of the employee processing the sale.
7. Amount: Total cost of purchased items, excluding discounts.
8. Tax Amount: Additional amount based on the tax rate.
9. Grand Total: Total amount to be paid, including taxes and fees.

4.1.3 Steps to process an ACH Transaction

1. Navigate to the Transactions section and choose ACH/eCheck from the menu.
2. Select the appropriate transaction type: Sale/Check Conversion.
3. Provide account details, transaction amount, tax amount, and other stuff, and click Submit.
4. Review the transaction details on the confirmation screen and click Yes to proceed.
5. Once the payment is approved, you will receive a confirmation message Transaction Approved.
6. A pop-up screen will appear with the following options:
   • Print Merchant Copy
   • Print Customer Copy
   • Email
   • SMS
7. Click Print Options to print the receipt and enter the customer’s email and phone to send the receipt to the customer.
   Note: If desired, you can customize the header and footer of the receipt by going to Configuration > Set Up Options > Optional Prompts > Receipt Options.
8. Finally, click Done to complete the transaction.

4.6 Debit

A debit card is a plastic card issued by a financial institution that allows the cardholder to access funds in their bank account to make purchases. The amount of the purchase is deducted directly from the cardholder’s account.

4.6.1 Sale

For debit sales, provide the amount, tax%, tax, and cash back.

1. Amount: Total cost of purchased items, excluding discounts.
2. Tax%: Percentage of tax to be levied on the amount.
3. Tax Amount: Additional amount based on the tax rate.
4. Cash Back: Any promotional discount in terms of cashback.
5. Grand Total: Total amount to be paid, including taxes and fees.

Steps to process a Sale from a Debit Card

1. Navigate to the Transactions section and choose Debit from the menu.
2. Select Sale from the menu.
3. After entering the amount to be charged and other details, click the Submit button.
4. Select the Tip Amount if applicable.
   Note: You can enable/disable the Tip Amount by going to Configuration.
5. Tap the card on the machine to process the transaction.
6. Review the transaction details on the confirmation screen and click Yes to proceed.
7. Once the payment is approved, you will receive a confirmation message Transaction Approved.
8. Click OK.
9. A pop-up screen will appear with the following options:
   • Print Merchant Copy
   • Print Customer Copy
   • Email
   • SMS
10. Click Print Options to print the receipt and enter the customer’s email and phone to send the receipt to the customer.
    Note: If desired, you can customize the header and footer of the receipt by going to Configuration > Set Up Options > Optional Prompts > Receipt Options.
11. Finally, click Done to complete the transaction.

4.6.2 Auth Only

Auth Only is the process of obtaining approval for a transaction. The merchant requests authorization by submitting transaction details to Charge Anywhere. If successful, an authorization code is received, allowing the merchant to proceed with the transaction.

1. Amount: Total cost of purchased items, excluding discounts.
2. Tax%: Percentage of tax to be levied on the amount.
3. Tax Amount: Additional amount based on the tax rate.
4. Grand Total: Total amount to be paid, including taxes and fees.

Steps to Authorize a Debit Card

1. Navigate to the Transactions section and choose Debit from the menu.
2. Select Auth Only from the menu.
3. After entering the amount to be charged and other details, click the Submit button.
4. Select the Tip Amount if applicable.
5. Tap the card on the machine to process the transaction.
6. Review the transaction details on the confirmation screen and click Yes to proceed.
7. Once the Auth is approved, you will receive a confirmation message Transaction Approved.
8. Click OK.
9. A pop-up screen will appear with the following options:
   • Print Merchant Copy
   • Print Customer Copy
   • Email
   • SMS
10. Click Print Options to print the receipt and enter the customer’s email and phone to send the receipt to the customer.
11. Finally, click Done to complete the transaction.

4.6.3 Return

For debit returns, provide the amount to be refunded.

Steps to Return from a Debit Card

1. Navigate to the Transactions section and choose Debit from the menu.
2. Select Return from the menu.
3. After entering the amount to be refunded and other details, click the Submit button.
4. Select the Tip Amount if applicable.
5. Tap the card on the machine to process the transaction.
6. Review the transaction details on the confirmation screen and click Yes to proceed.
7. Once the payment is approved, you will receive a confirmation message Transaction Approved.
8. Click OK.
9. A pop-up screen will appear with the following options:
   • Print Merchant Copy
   • Print Customer Copy
   • Email
   • SMS
10. Click Print Options to print the receipt and enter the customer’s email and phone to send the receipt to the customer.
11. Finally, click Done to complete the transaction.

4.6.4 Balance Inquiry

This transaction type allows the user to check the available balance on their card. The app will communicate with the bank or financial institution to retrieve the balance information and display it to the user.

1. Name: The cardholder’s name as it appears on the payment card.
2. Card#: The unique number assigned to the payment card.
3. ExpDate: The expiration date of the payment card, indicating the month and year when the card will expire and can no longer be used for transactions.
4. CVVI: This further has 3 options, Want to Bypass, Value illegible, and Not On Card, which doesn’t require entering the CVVI code. However apart from fore mentioned options, to enter a value, the user can select Value Entered.

Steps to do Balance Inquiry from a Debit Card

1. Navigate to the Transactions section and choose Debit from the menu.
2. Select Balance Inquiry from the menu.
3. Tap the card on the machine to process the transaction.
4. Review the transaction details on the confirmation screen and click Yes to proceed.
5. Once approved, you will receive a confirmation message Transaction Approved.
6. Click OK.
7. A pop-up screen will appear with the following options:
   • Print Merchant Copy
   • Print Customer Copy
   • Email
   • SMS
8. Click Print Options to print the receipt and enter the customer’s email and phone to send the receipt to the customer.
9. Finally, click Done to complete the transaction.

4.7 EBT Cash

EBT stands for Electronic Benefits Transfer. EBT Cash is a government-provided card that can be used to withdraw cash benefits from government assistance programs such as TANF or General Assistance.

4.7.1 Sale

For EBT cash sales, provide the amount, tax%, tax, and cash back.

4.7.2 Refund

For EBT Cash returns, provide the amount to be refunded.

4.7.3 Balance Inquiry

This transaction type allows the user to check the available balance.

4.7.4 Cash Advance/Withdrawal

For EBT Cash Advance/Withdrawal, provide the amount to be refunded.

4.8 EBT Food Stamp

EBT Food Stamp is also a government-provided card that can be used to purchase food items at participating retailers that are authorized by the USDA to accept food stamps as a form of payment.

4.8.1 Sale: To process an EBT Food Stamp sale, provide the transaction amount.

4.8.2 Return: To process an EBT Food Stamp refund, provide the refund amount.

4.8.3 Balance Inquiry: To check the EBT Food Stamp card balance, provide the card number.

Steps to process an EBT Food Stamp Transaction

1. Navigate to the Transactions section and choose EBT Food Stamp from the menu.
2. Select Voucher Clear from the menu.
3. After entering the approval code, amount to be charged, and other details, click Submit.
4. Select the Tip Amount if applicable.
5. Tap the card on the machine to process the transaction.
6. Review the transaction details on the confirmation screen and click Yes to proceed.
7. Once the payment is approved, you will receive a confirmation message Transaction Approved.
8. Click OK.
9. A pop-up screen will appear with the following options:
   • Print Merchant Copy
   • Print Customer Copy
   • Email
   • SMS
10. Click Print Options to print the receipt and enter the customer’s email and phone to send the receipt to the customer.
11. Finally, click Done to complete the transaction.

5. Logs

QuickSale 1.0 includes several log-related features to help users manage transactions more effectively.

5.1 Current Day Logs

The Current Day Logs feature in QuickSale 1.0 generates a log of all transactions processed during the current day, including details such as the transaction amount, payment method, and transaction status. This log provides a quick and convenient way to review recent activity and track payment processing in real time.

5.2 Archives

Archives in QuickSale 1.0 allow users to access and review transaction logs from previous days or time periods, providing a more comprehensive view of the transaction history. Users can access archived logs by navigating to the Archives feature and selecting the desired date or date range.

5.3 Offline Transactions

QuickSale 1.0 supports processing offline transactions, which are transactions that are completed when the system is unable to connect to the payment network. Offline transactions are stored locally on the device and automatically submitted for processing once a connection is established. Users can view offline transactions by accessing the Offline Transactions log.

5.4 Failed Offline Transactions

Failed offline transactions can occur due to issues such as network connectivity problems or incorrect payment information. QuickSale 1.0 provides error messages and suggestions for how to handle the issue, such as retrying the transaction or using an alternate payment method.

5.5.1 Auth-Only Transactions

Note: This is valid for the Retail Industry type. For the restaurant industry type, this option will become Untipped Transactions.

5.5.2 Untipped Transactions

Note: This is valid for the Restaurant Industry type. For the retail industry type, this option will become Authorized Transactions.

6. Reports

QuickSale 1.0 offers users the ability to generate a wide range of reports to help them better understand their business operations. The report options available include sales reports, inventory reports, transaction reports, and more. Users can customize these reports by selecting the data they want to include and adjusting other settings such as date ranges, transaction types, and payment methods.

6.1 Report Options

To select a report, users can navigate to the Reports > Report Options (by clicking or dragging up) section within QuickSale 1.0 and choose from the available report types. Once a report is selected, users can further customize it by adjusting the report options.

6.1.1 Select Reports

Users can select specific reports to view by choosing from options such as ACH, Cash, Check, Credit, Debit, EBT Cash, EBT Food Stamp, Gift/Loyalty, or All Tenders Total. This allows them to generate reports tailored to their specific needs and requirements. Available prompts:

• Show ACH
• Show Cash
• Show Check
• Show Credit
• Show Debit
• Show EBT Cash
• Show EBT Food Stamp
• Show Gift/Loyalty
• Show All Tenders Total

6.1.2 Detail Level

The level of detail displayed in reports can be adjusted within QuickSale 1.0 to provide users with the information they need. Users can choose from various levels of detail, ranging from a high-level overview to a detailed breakdown of each transaction. Following are the available Detail Level:

• None
• Full
• Short

6.1.3 Clerk# Filter

QuickSale 1.0 allows users to filter reports by the clerk who processed each transaction. This can be particularly useful for businesses with multiple employees processing transactions. To filter by the clerk, users can navigate to the report options section and select the clerk filter.

6.2 Additional Options

To access additional report options please tap on the three dots shown in the top right corner (as shown in the image below).

1. Expand All: Expand all sections in the report.
2. Collapse All: Collapse all sections in the report.
3. Email Report: You can email the sales report to any email id from any given email id. Enter the Send From and Send to email ids and click on the Send button to send the report over email.
4. Close Batch: Closing a batch is the process of finalizing and submitting the batch data for processing.

7. Configuration

The Configuration section of the QuickSale 1.0 user guide includes several important features that allow users to customize their experience.

Note: Some of the following configuration options will require authentication using the app credentials, created at the time of initial registration. In case you have forgotten your password, you can reset it by answering a secret question or selecting a prompt to send the temporary password via email.

7.1 Feature Options

Within this section, users can access the “Refresh Services” option, allowing them to update and synchronize their configuration with the Charge Anywhere servers, ensuring they have the latest information.

7.2 Setup

The Setup section guides users through the process of configuring system settings, including tax rates, payment options, and receipt settings. It offers a comprehensive set of customization options to align the app with specific business requirements.

7.2.1 Optional Prompts

This subsection empowers users to set up optional prompts for various identifiers, such as clerk ID, customer ID, and invoice ID. It also enables integration with QuickBooks, streamlining accounting processes.

• Clerk# Prompt: The prompt is displayed to enter the clerk’s identification number.
• Clerk# Text: The available options for the clerk’s identification, can include Clerk#, Driver#, Operator#, Employee#, Vendor#, Server ID, Bartender ID, and Waiter ID.
• Clerk#: The actual clerk’s identification number.
• Enable QuickBooks Integration: An option to enable integration with QuickBooks accounting software.
• Customer# Prompt: The prompt is displayed to enter the customer’s identification number.
• Invoice# Prompt: The prompt is displayed to enter the invoice number.
• Invoice# Text: The available options for the invoice number, can include Invoice#, Ticket#, Job#, and Order#.
• Tax Prompt: The prompt displayed to enter the tax amount or tax-related information.
• Tax Mode: The mode for handling taxes, which can be set to Auto or Manual.
• Tax%: The tax percentage applied to the transaction.
• Tax Presentation on Receipts: The format and visibility of tax information on receipts.
• Tip Prompt: The prompt is displayed to enter the tip amount.
• Tip Receipt: An option to include a tip section on the receipt.

7.2.2 Transaction Settings

Here, users can define preferences related to transaction handling. They can choose the desired signature capture method, set retry attempts for failed transactions, determine actions in case of no response, and enable offline mode and contactless payments. Additionally, users can configure the default amount for transactions and decide whether to display subtotals.

• Signature Capture: The available options for capturing signatures during transactions include Paper Signature (physically signing on paper), Electronic Signature (capturing signatures electronically), or No Signature required.
• Retry Attempts: The number of allowed attempts to retry a transaction in case of a failed or declined authorization.
• No Response Action: The action to take when there is no response from the payment processor, such as asking to store the transaction offline, automatically storing it offline, or taking no action.
• Enable Offline: Enabling the ability to process transactions offline when there is no internet connectivity, with the intention to sync them later when a connection is available.
• Enable Contactless: Allowing the acceptance of contactless payments, such as tap-to-pay cards or mobile wallets, for quick and convenient transactions.
• Default Amount: The preset or default amount set for transactions, which can save time by prefilling the amount field.
• Purchase Cards Enabled: Enabling the acceptance of purchase cards, which are specialized credit cards used by businesses for purchasing goods and services.
• Show Subtotal: Displaying a subtotal amount on the payment screen, providing a breakdown of the total cost before additional fees or taxes are applied.

7.2.3 Quick Payment Service

This feature allows users to enable or disable the Quick Payment Service, which provides a convenient and efficient payment solution for customers.

• Enable QPS: Enable or Disable QPS.

7.2.4 Cash Discount

Users can configure cash discount settings, allowing for the application of discounts for cash transactions.

• Cash Discount: Enable or Disable Cash Discounts

7.2.5 Peripheral Devices

This subsection guides users in setting up peripheral devices like printers and swipers. It also provides additional options for supported printers, including the option to enable BT 2.0 Mode.

• Printer: Option to connect a printer.
• Swiper: Option to connect a swiper.
• Additional Options: To access additional report options please tap on the three dots shown in the top right corner (as shown in the image below).
  • Supported Printers.
  • Turn On BT 2.0 Mode

7.2.6 Receipt Options

Users can customize the content displayed in the header and footer of receipts. They can also define print options and configure email and SMS settings for sending receipts to customers.

• View/Edit Header: This option allows you to view or edit the header section of the receipt. This section typically contains the company name and other branding elements. Editing this section can help businesses customize their receipts and maintain a consistent brand image.
• View/ Edit Footer: This option allows you to view or edit the footer section of the receipt.
• Print Options: This option allows you to print a merchant and or customer copy for approved and declined receipts.
• Email Options:  This option provides settings for sending receipts via email. Users can enter the recipient’s email address to send the receipt. This option can be useful for businesses that want to provide their customers with electronic receipts.
• SMS Options: This option provides settings for sending receipts via SMS text message. This option can be useful for businesses that want to provide their customers with a quick and convenient way to receive their receipts.

7.2.7 Advanced

The Advanced Settings section offers users more advanced configuration options, such as defining specific tender types and incorporating GPS functionality into the app.

• Config Tender Types: In this option, users have the ability to define and configure various payment methods or tender types such as ACH, Cash, Check, Credit, Debit, EBT Cash, EBT Food Stamp, Gift/Loyalty, etc.
• GPS: GPS or Global Positioning System is a location-based service that enables the app to determine the precise location of a device or person during the transaction.

7.2.8 Show All Settings

By selecting this option, users can view all available settings and configurations at a glance, providing a comprehensive overview of the customization options available within the app.

7.3 Security

Configure security settings, user permissions, and password requirements to ensure a secure environment for your transactions.

7.3.1 Fraud Control

Customize fraud control settings, including manager override, display options for cardholder information, and prompts for card-present transactions (card verification, address verification, CVV).

• Allow Manager Override
• Enter the Last 4 Digit
• Name/Card#: Show, Hide, Truncate
• Card Present: Always Ask, Ask, If Manual, Do Not Ask
• AVS: Always Ask, Ask, If Manual, Do Not Ask
• CVV: Always Ask, Ask, If Manual, Do Not Ask

7.3.2 User Management

Manage user accounts by adding, editing, and deleting users, allowing you to control access to the app and its features.

• Add User
• Edit User
• Delete User

7.3.3 Halo

Set limits for maximum sale and refund amounts to prevent unauthorized or excessive transactions.

• Sale Halo: Highest sale amount that can be accepted
• Return Halo: Highest sale amount that can be refunded

7.4 Peripheral Devices

This subsection guides users in setting up peripheral devices like printers and swipers. It also provides additional options for supported printers, including the option to enable BT 2.0 Mode.

• Printer: Option to connect a printer.
• Swiper: Option to connect a swiper.
• Additional Options: To access additional report options please tap on the three dots shown in the top right corner (as shown in the image below).
  • Supported Printers.
  • Turn On BT 2.0 Mode

7.5 Support

Access support resources, including tax settings configuration, help desk information, card issuer contact details, frequently asked questions, log sharing, and app-related information.

7.5.1 Help Desk Info

• Card Processor Name: Please provide the name of the card processor.
• Phone#: Please provide the phone number of the card processor.
• Terminal Name: Please provide the name of the terminal.
• Phone#: Please provide the phone number.

7.5.2 Card Type Info

If you encounter a suspicious transaction, please reach out to us immediately. Make sure to have your merchant ID number available for reference.

Here are the contact numbers for reporting suspicious transactions:

• American Express: (800) 528-2121
• Discover Card: (800) 347-1111
• Visa/MasterCard: (800) 944-1111
• Diners Club: (800) 525-9040

7.5.3 FAQ

Password Policy:

• Length: Passwords must be at least 8 characters long.
• Complexity: Passwords must include both upper and lower case letters, as well as numbers.
• User name restriction: User names cannot be used as part of the password.

7.5.4 Send Log

Share logs and error information via email, WhatsApp, or other communication channels to troubleshoot and resolve technical problems efficiently.

7.5.5 About

Provides information about the application, including its version and other relevant details.

• App Info: Displays information about the application, such as its name, version, and developer.
• Gateway Info: Offers details about the payment gateway used by the application, including its name and configuration.
• Processor Info: Provides information about the payment processor associated with the application, such as the processor’s name and contact details.
• Hardware Info: Displays information about the hardware used by the application, including the device’s model, manufacturer, and specifications.
• Payment Security Info: Offers information about the security measures implemented by the application to protect payment transactions and sensitive customer data.

7.6 Maintenance

Perform essential maintenance tasks such as rotating encryption keys, updating logs, unregistering the app, and accessing GPS data.

1. Rotate KEK: This option allows users to rotate the Key Encryption Key (KEK), which is a cryptographic key used to encrypt and decrypt other keys. Rotating the KEK helps enhance security by regularly changing the encryption key.
2. Rotate Keys: Users can rotate encryption keys associated with the system. Key rotation involves replacing existing keys with new ones to ensure the security and integrity of sensitive data.
3. Rotate Logs: This feature enables users to rotate or clear log files, which contain records of system events and activities. Rotating logs helps manage the size and storage of log files, ensuring efficient system performance and facilitating effective auditing.
4. Unregister: Unregistering refers to the process of removing the app or device from the current registration or association. This feature allows users to unregister the device or application from the current account or system.
5. View GPS Data: Users can access and view GPS (Global Positioning System) data, which provides information about the geographical location of the device or user. This feature allows users to monitor and track location-related information.
6. Update AJR File: Updating the AJR (Authorized Java Runtime) file involves installing the latest version or making necessary modifications to ensure the smooth functioning and compatibility of the Java runtime environment used by the application. This update helps maintain optimal performance and compatibility with the underlying system requirements.

8. Connect Bt

The Connect BT feature in QuickSale 1.0 enables users to connect and pair Bluetooth devices with the application. This allows for seamless communication and integration between QuickSale and external peripherals or accessories.