QuickSale 2.0 App User Guide

3. Registration

1. Getting Started

Open the app on your device, and you’ll be prompted to enter your registration credentials.

2. Credentials

Enter your license number and phone number to register and access the app. Accurate information is crucial for a successful registration process.

3. Submit

Click Submit to complete the registration process and log into your account.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the preferred tender type. Credit in this case.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the tender type as a Gift/Loyalty.
• Swipe the gift card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the tender type as a Debit.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Selecting Cash Back Amount

• Select the predefined cashback amount or enter the other cashback amount and confirm.

4. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

Note: Cashback is a feature of Debit Sale transactions. To enable the cashback:

1. Channel/Merchant must have PIN enabled.
2. The Debit tender type must be enabled.
3. Cash Back in Debit must be enabled.

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Sale from the menu options.
• Input the charge amount and confirm.

2. Choosing Tender Type

• Select the tender type as Cash.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

1. Enabling Tip
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Optional Prompts
   • Enable the tip option if it’s not already enabled.
2. Processing a Sale with Tip
   • Open the QuickSale 2.0 app.
   • Select Sale from the menu options.
   • Input the charge amount and confirm.
3. Selecting Tip Percentage
   • After entering the charge amount, select the tip percentage.
   • Click Submit to proceed.
4. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
5. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

Processing Sale with Tax

1. Enabling Tax
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Optional Prompts
   • Enable the tax option.
2. Processing a Sale with Tax
   • Open the QuickSale 2.0 app.
   • Select Sale from the menu options.
   • Input the charge amount and confirm. Tax will be automatically calculated based on your tax settings in the Configuration section.
3. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
4. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

1. Enabling Surcharge
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Fee Program
   • Enable the Fee Program by checking the check box.
   • Select Surcharge from the dropdown and configure the surcharge settings.
2. Processing a Sale with Surcharge
   • Open the QuickSale 2.0 app.
   • Enter the charge amount or select Sale from the menu options.
   • Input the charge amount and confirm.
     Note: Surcharge will get automatically applied to the sale amount.
3. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
4. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

1. Enabling Cash Discount
   • Open the QuickSale 2.0 app.
   • Go to Configurations -> Setup Options -> Fee Program
   • Enable the Fee Program by checking the check box.
   • Select Cash Discount from the dropdown and configure the cash discount settings.
2. Processing a Sale with Cash Discount
   • Open the QuickSale 2.0 app.
   • Select Sale from the menu options.
   • Input the charge amount and confirm.
3. Selecting Cash Discount Type
   • After entering the charge amount, you’ll be prompted to choose the cash discount type:
     • Card: Adds the cash discount fee to the sale amount.
     • Cash: Does not add the cash discount fee to the sale amount.
4. Choosing Tender Type
   • Select the preferred payment method.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
5. Approval and Receipt
   • Upon approval, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

Processing a Refund

1. Accepting Payment
   • Open the QuickSale 2.0 app.
   • Select Refund from the menu options.
   • Input the refund amount and confirm.
2. Choosing Tender Type
   • Select the preferred tender type.
   • Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.
3. Approval and Receipt
   • Once approved, you’ll receive a confirmation message.
   • Collect the customer’s signature, email, and phone number.
   • Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
   • Select Done to complete the transaction.

1. Accepting Auth Only

• Open the QuickSale 2.0 app.
• Select Authorize from the menu options.
• Input the Auth Only amount and confirm.

2. Choosing Tender Type

• Select the preferred tender type.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

Steps to process Capture

1. Accepting Payment

• Open the QuickSale 2.0 app.
• Select Capture from the menu options.
• Input the Force amount and confirm.
• Enter the Approval Code obtained during the Authorize.
  Note: Approval code is present in the Authorize receipt or can also be obtained from the customer’s email if the email was provided during Authorize.

2. Choosing Tender Type

• Select the preferred tender type.
• Tap/insert the card for automatic entry. You can also manually enter card details by selecting the Manual option.

3. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

A refund can be initiated for various reasons, such as the product not meeting the customer’s expectations, a defect or damage in the product, or any other issue that prevents the customer from using or enjoying the product or service as intended. Refunding a sale is an important part of customer service, as it helps to maintain a good reputation and build trust with customers.

Note: You can also initiate a refund from the Transaction Logs by selecting the sale and clicking on the refund button without entering the card details.

Steps to Refund

4.1 To refund the amount, click REFUND.

4.2 Enter the refund amount and click OK to proceed.
Note: You can either partially refund the amount or fully refund the amount depending on a particular case.

4.3 Once the Refund is approved, you will receive a confirmation message containing the Approval Code.

When a sale is voided, the transaction is essentially nullified, and any money paid by the customer is refunded or credited back to their account. The voiding process may vary depending on the specific payment method and system used but typically involves reversing the payment and updating records to reflect the canceled transaction.

Steps to process Void

4.1 To void the transaction, click VOID and then click YES to confirm the Void.

Note: You can void a sale within 24 hours only. After 24 hours time window, you will not see the option to void a sale.

4.2 Once the void is approved, you will receive a confirmation message containing the Approval Code.

Balance Inquiry

Balance Inquiry is a transaction type that allows users to check the available balance of a specific gift card or account linked to the payment processing app. This feature provides users with instant access to their balance information.

Steps to process Balance Inquiry

1. Open the QuickSale 2.0 app.
2. Select Balance Inquiry from the menu options.
3. Swipe your card or enter card details manually by selecting the Manual option.
4. Once approved, you will receive a confirmation message along with the balance details.

Steps to process Cash Advance

1. Accepting Cash Advance

• Open the QuickSale 2.0 app.
• Select Cash Advance from the menu options.
• Input the amount and confirm.
• Swipe the card and enter the PIN

2. Approval and Receipt

• Once approved, you’ll receive a confirmation message.
• Collect the customer’s signature, email, and phone number.
• Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt.
• Select Done to complete the transaction.

Activate Card

Activate Card is a transaction type that enables users to activate a new gift card they have received. Users need to enter card details into the app to complete the activation process.

Steps to process Activate Card

1. Open the QuickSale 2.0 app.
2. Select Activate Card from the menu options.
3. Swipe the card to autofill or enter the card number and click Confirm.
4. Once the card is successfully activated, you will receive a confirmation message.

Void

To void a transaction, follow these steps:

• Select the transaction that you want to void.
• Once the transaction is selected, click VOID.
• The system will process your void request and seek approval.
• Wait for a moment while the system confirms the void request.
• Once the void is approved, you will receive a confirmation message displaying the Approval Code.

Offline Transactions

Offline transactions can be completed even when there is no connectivity to the payment gateway or other online services. Charge Anywhere allows the merchant to store payment data locally and then transmit it to the payment server once connectivity is restored.

While offline transactions can provide a convenient solution for businesses and customers in certain situations, they do pose some risks. For example, offline transactions may be more susceptible to fraudulent activity since they are not immediately processed and verified by the payment gateway. Additionally, they may take longer to process and settle, which can impact cash flow and reconciliation processes for businesses.

You can view your offline transaction history by tapping “Offline Transactions” in the menu bar. This will show you a list of all your recent offline transactions.

Authorized Transactions

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

1. You can view your authorized transaction history by tapping the Authorized Transactions button in the menu bar. This will show you a list of all your recent authorized transactions.

2. Select the transaction which you want to settle. You will see the following three options along with the transaction details:

• Set Final Amount
• Void
• Capture

3. Set Final Amount: Use this option to modify the amount that has to be captured.

• To modify the final amount click SET FINAL AMOUNT.
• Enter the new amount that needs to be captured.
• Click OK.
• Once done, you will receive a successful response stating “Transaction Updated”.
• Click OK and proceed to capture the amount.

3. Set Tip Amount: Use this option to modify the amount that has to be captured.

• To add the tip, click SET TIP AMOUNT.
• Enter the tip amount that needs to be added to the final amount.
• Click OK.
• Once done, you will receive a successful response stating “Transaction Updated”.
• Click OK and proceed to capture the amount.

4. Void: Use this option to void the Auth transaction.

• Click VOID.
• A prompt window will appear asking “Are you sure to void this transaction”.
• Select YES, if you want to proceed.
• Once done, you will receive an approved response along with the approval code.

5. Capture: Use this to capture the Untipped amount.

• Click CAPTURE to capture the untipped amount.
• Once done, you will receive an approved response along with the approval code.

1. This section gives you the Credit Net Total for the current batch from different tender types.

2. Click on the three dots icon present at the top right corner. You will see the following options:

• Report
• Print
• Email
• Close Batch

2.1 Reports: The Reports section offers a range of transaction reports to provide valuable insights into business operations and financial data.
You can fetch the following reports:

• EDC Summary
• EDC Daily
• EDC Daily Detail
• Brand Summary
• Brand Daily
• Brand Daily Detail

7. Configuration

Configuration settings enable you to set up various options and parameters to customize the behavior and functionality of the app. These settings include the following options:

• Set Up Options
• Batch Management
• Security
• Support

Before you start configuring the Quicksale app, you need to set up a PIN and create your username and password from the app.

Note: By default, Manager Override is enabled in the settings, necessitating the use of a PIN for authentication instead of a password. The default PIN is ‘12345678.’

Password Setup

To enable username and password you need to disable Manager Override by navigating to Configuration -> Security -> Fraud Control -> Allow Manager Override

1. To set up your password, follow these steps:
   • Click Set Up Options, which will redirect you to a new screen.
   • Provide your username and password. The default username is ‘admin,’ and the default password is your phone number.
   • Enter these details and click on the Submit button.
2. Upon submission, a pop-up window labeled “Password Expired” will appear. Click on the Update Now button to create a new password.
3. Enter your new password, confirm the password, select a security question, and provide the corresponding security answer. Then, click the Save button to store the new password securely.

Set Up Options

This section will help you customize several options including tax rates, tips, cash discounts, user management, receipt options, etc.

• From the menu options, go to Configuration -> Set Up Options.
• Next, you will need to enter the PIN or provide your user credentials, including the username and password.
• Once you have successfully logged in, you can start configuring the QuickSale 2.0 app.

• Clerk# Prompt: Checkbox prompt that asks the user for clerk attribute during the transaction.
• Clerk# Text: Dropdown for text input for clerk attribute.
• Clerk#: Text Input for default clerk attribute name.
• Clerk Name Prompt: Checkbox prompt that asks the user for the clerk name during the transaction.
• Clerk Name Text: Text input for clerk name text.
• Clerk Name: Text input for clerk name.
• Enable QuickBooks Integration: Checkbox that enables QuickBooks integration.
• Customer# Prompt: Checkbox prompt that asks the user for the customer name.
• Invoice# Prompt: Checkbox prompt that asks the user for the invoice number.
• Invoice# Text: Dropdown for text input for invoice number.
• Tax Prompt: Checkbox prompt that asks the user for tax during the transaction.
• Tax Mode: Dropdown that allows the user to choose tax mode (Auto or Manual).
• Tax%: Text input for tax percentage.
• Tax Presentation on Receipts: Checkbox that enables tax presentation on receipts.
• Tip Prompt: Checkbox prompt that asks the user for a tip during the transaction.
• Tip Mode: Dropdown that allows the user to choose the tip mode.
• Tip Receipt: Checkbox that enables tip display on the receipt.

Transaction Settings enables you to customize several options related to transactions. Here is a brief description of each field along with their corresponding sub-options.

1. Signature Capture: This field contains three sub-options – Electronic Signature, Paper Signature, and No Signature. It specifies whether the transaction requires a signature, and if so, whether it will be captured electronically or on paper.
2. No Response Action: This field contains three sub-options – Ask to Store Offline, Ask to Store Offline, and None. It specifies the action to take when no response is received from the customer during the transaction.
3. Enable Offline: This field enables offline transactions, allowing transactions to be processed when a network connection is not available.
4. Enable Contactless: This field enables contactless payment options.
5. Default Amount: This field specifies the default amount for the transaction.
6. Display Confirmation: This field specifies whether the confirmation screen will be displayed after the transaction.
7. Purchase Cards Enabled: This field specifies whether purchase cards are enabled for the transaction.
8. Show Subtotal: This field specifies whether the subtotal will be displayed during the transaction.

Fee Program lets a merchant pass the cost of payment processing fees to the customer as an additional charge on top of the original transaction amount.

Fee programs are of four types:

• Surcharge
• Service Fee
• Convenience Fee
• Dual Pricing
• Cash Discount

Fee Program Rules:

• Surcharge
  • The default label is Surcharge but merchants are allowed to specify a different label
  • Charge Anywhere sends the value to the processor (gateway)
  • Charge Anywhere prints the value on the receipt and details
  • The default mode is percent
• Service Fee
  • It is only allowed to be called Service Fee
  • Charge Anywhere sends the value to the processor
  • Charge Anywhere prints the value on the receipt and details
  • The default mode is percent
  • It is only allowed for specific MCCs (N/A)
• Convenience Fee
  • It is only allowed to be called Convenience Fee
  • Charge Anywhere prints the value on the receipt and details
  • Charge Anywhere does not send the value to the processor
  • The default mode is amount
• Dual Pricing (value entered is the cash value and the total amount is increased by fee )
  • The default label is Cash Discount but merchants are allowed to specify a different label
  • Charge Anywhere does not send the value to the processor
  • Charge Anywhere does not print the value on the receipt and details
  • The default mode is percent
• Cash Discount (value entered is the card value and the total amount is decreased by fee)
  • The default label is Cash Discount but merchants are allowed to specify a different label
  • Charge Anywhere does not send the value to the processor
  • Charge Anywhere does not print the value on the receipt and details
  • The default mode is percent

To access the Equipment Set Up feature, follow these steps:

1. Tap on the three horizontal lines icon located at the top left corner of the screen.
2. From the menu that appears, select Configuration.
3. In the Configuration section, choose Set Up Options.
4. Within Set Up Options, select Equipment Set Up.

Printer

To configure the printer settings, follow the steps mentioned above to access the Equipment Set Up feature. Once you’re in the Equipment Set Up section, you’ll find the option to set up the printer for your transactions.

Card Reader

To set up the card reader, please follow the steps provided earlier to access the Equipment Set Up feature. Within Equipment Set Up, you’ll be able to configure and connect your card reader for seamless payment processing.

Perform Remote Key Injection (RKI)

Click on the three dots present in the top right corner to perform Remote Key Injection (RKI).

Add User: This field specifies the option to add a new user to the system. Click on the Add User button to add the new user. Fill out the form with the user’s information and click on Save to create a new user account.

Note: To add a user, the username should be at least 6 characters long and the password should be at least 8 characters with a capital letter, a lowercase letter, and a number.

Edit User: This field specifies the option to edit an existing user account. This can include updating the user’s personal information, such as name or contact details, etc.

Delete User: This field specifies the option to delete an existing user account. This should typically only be done if the user is no longer needed, or if the account has been compromised.

From the menu options navigate to Configuration -> Set Up Options -> Receipt Options.

Receipt options enable you to customize various settings and functionalities available for managing receipts in QuickSale 2.0 app. Here is a brief description of each field:

1. 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.
2. View/Edit Footer: This option allows you to view or edit the footer section of the receipt.
3. Print Options: This option allows you to print a merchant and or customer copy for approved and declined receipts.
   Note: If you want to print the customer copy, a pop-up box will appear, click on the confirm button to print the customer copy.
4. 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.
5. 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.

Advanced

From the menu options navigate to Configuration -> Set Up Options -> Advanced.

Keyboard Settings: Keyboard settings provide you with advanced customization options for your typing experience

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.

Close Batch

This setting allows us to close the current batch. Closing a batch is the process of finalizing and submitting the batch data for processing. The app automatically closes the batch at the end of each day. However, you can manually close the batch by clicking on the Close Batch button.

The following are security settings related to fraud control in a payment processing app:

1. Allow Manager Override: This checkbox allows a manager to override certain fraud control settings for a transaction. This is useful in situations where a transaction is flagged as potentially fraudulent, but the manager believes that it is legitimate and wants to approve it.
2. Enter Last 4 Digits: This checkbox requires the user to enter the last 4 digits of the credit card when processing a transaction. This is a security measure that helps to prevent fraud by ensuring that the user has physical access to the credit card.
3. Name/Card#: This setting determines whether the user can view the customer’s full name and credit card number when processing a transaction. The options are Hide, Show, or Truncate. Hiding the name and card number can help to prevent fraud by limiting the amount of sensitive information that is visible to the user.

Halo

Halo represents the highest Sale or Refund amount that can be processed during the transaction.

Sale Halo: Highest sale amount that can be processed during the transaction. 0 represents no limit.

Refund Halo: Highest refund amount that can be processed during the transaction. 0 represents no limit.

Change Pin

To update your PIN for enhanced security, follow these steps:

1. Current PIN: Enter your current PIN. This step verifies your identity and ensures that only authorized users can make changes.
2. New PIN: After entering your current PIN, input your desired new PIN.
3. Confirm New PIN: To prevent errors, enter the new PIN a second time in the “New PIN” field.

Once you’ve entered and confirmed your new PIN, click on Save to apply changes.

Support

From the menu options navigate to Configuration -> Support.

Refresh Services

This setting allows the user to refresh the app’s services, such as updates to payment processing, to ensure that the app is operating at optimal performance.

FAQ

This setting provides answers to frequently asked questions about the app, such as how to use certain features or troubleshoot common issues.

About

This setting provides information about the app, such as App Info, Gateway Info, Processor Info, and Hardware Info.

Show All Settings

This setting allows the user to view all the settings available in the app in one place.

Maintenance

This setting refers to the process of updating, repairing, or otherwise maintaining the app’s functionality.

• To navigate to Maintenance, click on the three horizontal lines located in the top left corner. A menu will appear, where you can select Configuration, click on Support and then select Maintenance.
• Next, you will need to provide your user credentials, including the username and password (admin is the default username). If this is your first time logging in, you will need to set up a password before proceeding.

1. Rotate KEK: KEK stands for Key Encryption Key, which is used to encrypt and decrypt sensitive information in the payment processing system. This setting allows the user to rotate or change the KEK periodically for security reasons, to prevent unauthorized access to sensitive information.
2. Rotate Keys: This setting allows the user to rotate or change the encryption keys used QuickSale 2.0. This is done to ensure the security of the payment processing system by preventing unauthorized access.
3. Unregister: This setting allows the user to unregister from the QuickSale 2.0 app. Click on the unregister button, then enter the License number and Phone number in the corresponding box. Then click on submit to unregister the user.
4. View GPS Data: This setting allows the user to view the GPS data associated with a particular payment transaction. This can be useful for tracking the location of a payment transaction and verifying the authenticity of the transaction.
5. Clear Pending Reversal: This setting allows the user to clear any pending reversals in the payment processing system. A reversal is a transaction that cancels a previously authorized transaction, and pending reversals can cause issues with the payment processing system if they are not cleared in a timely manner.