Process Chase POS℠ App transactions

1. Sign in to the Chase POS App - the New sale screen will be displayed.
2. Choose Enter sale amount to start a new sale.
3. Enter the Sale Amount (Note: Sale Amount can't be less than $1.00 or greater than $25,000.00).
4. An optional name for the item can be added. Choose the keypad’s + button to add more items to the order or review the sale before choosing Review Sale.
5. If you need to change the sale amount, choose the Edit sale button and change the sale amount.

1. Once a user has created an item in the catalog, it can be added to an order at checkout.
2. Choose Add item to sale to start a new sale.
3. Choose an item from the catalog and edit the quantity as needed.
4. Add more items to the sale if desired, choose Review Sale.
   

1. If a Sale is started with an entered amount or with catalog items, choose the Review sale button at the bottom of the screen to display the Review sale screen.
   • Verify or change the Discount if that option is enabled in Settings.
   • Verify or change the Tax if that option is enabled in Settings.
   • Add a Reference code if that option is enabled in Settings.
2. If Tip is turned on, the Customer Verification screen is displayed.
   • Enter the tip %, Custom tip, or No tip and choose the Check out button at the bottom of the screen to display the Checkout screen.
3. Choose Charge with card reader. Once the card reader screen appears, ask the customer to swipe, tap, or dip their card in the card reader.
4. If the transaction is approved.
   • The Customer Receipt screen will be displayed.
   • Choose No Receipt if no receipt is requested by the customer.
   • Choose Email if customers wants an email receipt. Enter customer’s email ID and choose Send receipt to send the receipt to customer’s email ID.
   • Choose Text if customer wants an SMS receipt. Enter customer's phone number and choose Send receipt to send the receipt to the customer's phone number.
     
     • Note: Text receipts can be sent only to US phone numbers.
   • If merchant receipt copy was enabled in Settings, you'll receive a receipt copy on your email ID provided during onboarding to your Chase Business Complete Banking (CBCB) or Chase Payment Solutions account.
   • Chase POS App receipt will provide your customer with an itemized receipt if the sale was done by adding items.

 

You can also provide discounts to specific products and line items.

1. From the card reader screen in a Sale, choose Enter card details manually.
2. Enter the cardholder name, card number, expiration date (MM / YY), zip code, and CVV (the three digits on the back of the card).
3. Choose Next.
4. Choose No Receipt if no receipt is requested by the customer.
5. Choose Email if customer wants an email receipt. Enter customer's email ID and choose Send receipt to send the receipt to the customer's email ID.
6. Choose Text if customer wants an SMS receipt. Enter customer's phone number and choose Send receipt to send the receipt to customer's phone number.
   
   • Note: Text receipts can be sent only to US phone numbers.
7. A copy of the receipt will be sent to you through email if you’ve enabled this in the Settings.

You can see your merchant transaction history summary directly within the Chase POS App. Here are the steps to follow:

1. Sign in to the Chase POS App; the New Sale screen will be displayed.
2. Open the Main menu in the upper left corner of the New Sale screen.
3. Choose Sales Activity to display the Sales Activity screen.
4. Transactions will be displayed using the default or previous filters – Date, Amount, Reference Code, Transaction.
5. To see or change filters, choose Filter in the upper right corner of the Sales Activity screen.
6. On the Filter screen you can change one or more of the filters – Date, Amount, Reference Code, and Transaction.
7. Choose the Apply filters button at the bottom of the Filter screen.
8. To clear all filters, choose Clear on the Filter categories row at the top of the Sales Activity screen.
   

Note: At this time, some transactions performed via Chase Mobile App or Chase Business Online may not be visible in the Sales Activity of Chase POS App version 4.0 and above.

 

Cash and Other payment Transactions will be only visible Chase POS App 4.0 version and above and Chase POS Terminal version 1.8 and above.

 

If you have performed Cash or Other payment transactions and view your Sales history on an older version of the Chase POS App, these non-card based transactions may be listed in the Sales Activity as Type Label or Unknown. Please update the Chase POS apps on all your devices to the latest version if you would like to use Cash and Other payment transactions and their Sales Activity.

 

The reference code is an optional field you can add to a sale to further categorize your transaction, for example, Sales promotions, Marketing offerings, Invoice or PO number, etc.

You’ll need to contact the Chase POS support team for assistance in diagnosing the cause and resolving the issue. Contact our customer support team at 888-659-4961. They're available Monday through Friday from 9 AM - 8 PM EST.

1. Start a new Sale by entering an amount on the New Sale screen using Enter Sale Amount tab.
   • Note: Payment Link option is not available if Sale was created using Add Item to Sale tab with Catalog items.
2. On the Accept a Payment screen, select the Payment Link option.
3. Enter the customer’s name.
4. In the memo field “What’s this for?” - Enter an optional short description of your sale. If your Sale amount is greater than $500, you are required to enter this description.
5. Select Create Link to generate a Payment Link.
6. Select the Copy button to copy the link.
7. Select Share Link. It will open the apps on your phone.
8. Select the app you would like to use to share this Payment Link with your customer via an email or messaging app. Select Copy Link and paste the link in your selected app. A note will be added with your link. Send the link to your customer.

Payment Link feature is not available for your authorized users. Only admin users on your account can create and use Payment Link feature.

1. Your customer can select Payment Link from the email or text message they receive from you. Selecting the link will open a payment portal.
2. They can enter their credit or debit card information on the portal and select Pay.
3. Your customer will see a message that the payment is complete, and the link has been paid.

Customer can get (optional) email receipts after their payment is completed on the portal. The receipt will include the amount paid by the customer. Itemized details of the Sale will not be available on this receipt. 

 

You will receive an automatic email receipt for each transaction. Receipts are sent only after the link is paid and not when the link is created during checkout.

 

Note: If you configured an email ID for merchant receipts in your Chase POS settings, your receipts for Payment Link payments will not be delivered to that email ID. Receipt from the portal will be sent to the email ID you have provided to Chase with your account.

Your Payment Link will be randomly generated. At this time, you will not be able to customize the payment portal page.

Select the Payment Link to see the current status – Created, Awaiting Payment, Paid, or Expired, Canceled.

• Created status is green after link was created successfully.
• Awaiting Payment is for links not paid yet.
• If a link is paid by the customer, it shows as Paid. Payment details for Paid links are available in the link detail by selecting the Payment from Customer Name. The Payment Details will allow to create duplicate email receipt.
• Issue refund will be available in Payment Details if the payment was not already refunded or pending completion.
  • Note: If a link was paid but the payment details are not available in the Chase POS Payment Links history, you can check if the payment was pending or completed in your Sales Activity in the Chase Mobile® app or Chase.com.
• If a link was not paid for 90 days, it will be in Expired status and cannot be canceled, resent or paid.
• If you canceled a link, its status will be Canceled.

Yes, select Payment Links in the hamburger menu. From the list, select the link you'd like to cancel. In the link detail, select Cancel. Only active unpaid links can be canceled.

Yes, in the hamburger menu, select the link from Payment Links list. Select Copy. Share the link using an app from your phone. You can resend only an active unpaid link.

No, you cannot see if a customer has opened the link.

No, reminders are currently not available.

No, you cannot save your customers’ contact information.

• The memo will be visible to the customer on the payment portal page and receipt. It is a note that will help your customer understand the reason for the charge.
• The memo also helps us monitor and protect you from fraud on your account.

No, the customer must pay the total amount requested on the link.

No, links are one-time use only.

Fees are the same as for manual entry payments.

Verify that the correct contact information is entered for the customer. If the issue persists, attempt to send the link through an alternate method (e.g., text, email, etc).

Your Payment Link will last until your customers pays or up to 3 months. When the link expires, your customer will see a message to contact you for further information if they attempt to access the link.

Note: At this time, for the Chase POS App version 4.0 and above, only refunds performed via the Chase POS App version 4.0 and above and Smart Terminal version 1.8 and above may be visible in the Sales Activity Refunds tab and reflected in the Available Refund Amounts in the Sales details.

 

No. Card-based refunds can only be applied to the original card. Cash or other refunds should be issued in a way the merchant chooses.

1. Find Transaction: Filter and select the transaction.
2. Refund: After the transaction has settled, merchants can perform a refund.
   1. NOTE: Option only available 60 days.
3. Refund Amount: Full or partial refunds can be issued; the refunded amount is tracked and cannot exceed the original sale amount.
   1. NOTE: Minimum amount $1.00
4. Refund Activity: View your recent refunds in the Sales activity.

NOTE:

• If a MOP saw no sales for the given range, the MOP will display $0.00.
• Details can be gathered for as far back as 365 days from current day.

NOTE:

• If an employee saw no tips for the given range, the employee name will display $0.00.
• Details can be gathered for as far back as 365 days from current day.