Chase Point of Sale (POS)^SM App support

You can order a card reader directly from your smartphone through the Chase POS app. Follow the steps below to order a card reader:

1. Choose More from the right side of the bottom navigation bar
2. Choose Order hardware
3. Choose Shop Now
4. Choose the Chase Card Reader
5. Adjust the quantity and press Add to Cart
6. Choose View Cart and follow all prompts to continue the Checkout process

Once you have turned on the card reader, if you see the full nine digit serial number on the screen, it means it is ready for pairing.

Note: The reader will not be available for pairing if it is actively connected to another Chase POS App. You will first need to disconnect the reader from the app, to make it available for pairing with another app. To disconnect, press the Power button on the side of the reader to switch it OFF and then press it again to switch it ON. 

The app has been updated and you will now find that the Connect a card reader menu is now called Hardware. Any previous reference to Connect a card reader has been changed to Hardware in this support page to reflect the update.

1. Ensure that the Bluetooth settings is turned ON for your smartphone settings
2. Ensure that the Bluetooth setting is set to ON in the Chase POS app settings
3. Choose More from the right side of the bottom navigation bar
4. Choose Hardware
5. Available card readers will appear on your mobile device screen. Choose the card reader to pair by matching the last few digits of the serial number listed
6. The Chase POS app will prompt for a Bluetooth pairing request. Enter the Passkey (PIN) digits from the card reader display to pair with the app and press OK
7. If the Passkey (PIN) matches the PIN on the card reader it will be paired and connected successfully

Note: Make sure you have the latest Chase POS App before you pair a reader. For Android, we also recommend Android 11 or above to pair your app with a card reader.

Yes, you can connect and use any of your paired readers as long as they are within Bluetooth range and are not actively connected and used by another app. To switch to another reader, just choose it from your list of paired devices and Connect. Users can connect to any one of those readers. If they switch or disconnect the reader, other users can connect to it.

Note: "Connected" is not the same as "Paired". You can pair multiple card readers, but only connect and use one at a time.

• Green Bluetooth icon: the card reader is actively connected to a Chase POS app
• White Bluetooth icon: the reader is paired to one or more Chase POS Apps but not actively connected to any app
• Gray Bluetooth icon: the reader is not paired to any Chase POS App

Follow the steps below to unpair a card reader from the Chase POS app:

1. Choose More from the right side of the bottom navigation bar
2. Choose Hardware and press on the paired reader you want to unpair
3. Choose Forget this device to unpair the reader from the app

Note: if you have an iOS device, you will also need to forget this device from your smartphone’s own Bluetooth settings. if you wish to keep the reader paired to the app but only disconnect it in this session to save its battery or share with other apps, you can Disconnect or Switch the reader connection. This will disconnect the reader but keep it paired with the app for using it the next time.

For any troubleshooting in getting the reader to pairing state, you can reset the reader’s Bluetooth connections. To reset, press the Power button on side of the reader for 3 seconds. The reader will display a screen with three options. If you select the Reset Bluetooth option, reader will be unpaired from all your Chase POS Apps. It will show device serial number on its screen and will be ready for pairing with each of your apps. To fully unpair the reader from your device Bluetooth, remember to also unpair the reader from your Android or iOS device phone settings

Charge your card reader using the included USB cable or the charging dock (optional sold separately). It will take approximately one hour to fully charge the battery. The battery level is displayed on the card reader screen.

Note: If you are using a computer USB port to charge your card reader, the card reader will need to be disconnected prior to use.

• Power ON: Press and hold Power Button down for 3 seconds and release
• Power OFF: Press and hold Power Button down for 3 seconds and release after hearing 3 beeps
• Wake from Sleep Mode: If in sleep mode, a single short press of the Power Button will wake up the device
• Unpair the Device: If you hold the Power Button down for 3 seconds, it will display a screen with 3 options. The options are:
  
  1. Reset Bluetooth: this will unpair the reader from all Chase POS Apps it is paired to
  2. Power Off: This will switch off the reader and disconnect it. Reader will stay paired to all its paired apps
  3. Go Back: This cancels the screen and reader goes back to its previous screen

If a Chase Card Reader is actively connected to the App, the App will show Card Reader Settings. These settings will apply to any Reader that is actively connected to the app. The available settings are Battery saving display mode of the reader screen and custom name that can be shown on the reader screen. See below how to access:

1. Choose More from the right side of the bottom navigation bar
2. Choose Settings
3. Choose Card Reader Settings

The reader has battery saving modes that you can choose to change by accessing the Card Reader Settings as shown on the question above.

• Dim Mode: If the reader is idle for 2 minutes, the display screen dims and will continue to be connected to the reader. The reader display will turn on if you process a payment from the app or touch the reader display
• Sleep Mode: If the reader is idle for 5 minutes, the display screen will turn off but will continue to be connected to the reader. The reader display will turn on with a single Power button press

Note: The battery level can be viewed on the reader display or if connected to the Chase POS App, on the Card Reader details screen in the Hardware menu item.

• If in charging mode:  once the card reader is connected to your app in an active login session, it will remain connected if the reader stays in charging mode and connected to power. If the reader is not actively used, its display screen may dim or darken based on card reader display settings from your connected app. However, it will stay connected and wake up if the app selects the card reader for payment processing or any updates.
• If not charging:  If your reader is not connected to power, the reader will use your card reader connectivity settings for Battery Mode from your connected Chase POS App. These card reader settings can be found inside your Chase POS App’s settings menu when your app is actively connected to a reader. The reader goes into power saving mode and disconnects if not used for a default of 30 minutes or your configured power saving connectivity time in settings.

Note: If disconnected, you can press Power button on the side of the reader to wake up the reader. You can then reconnect your reader to your app by choosing Connect Now from Payment screen or connecting from Connect a card reader from a hardware screen.

Security updates require a battery level of 20% or more. Firmware updates require a battery level of 50% or more. The recommendation is to connect the reader to power when taking updates.

To initiate a return or replacement, contact our customer support team at 888-659-4961. Please review our return policy for more information on returns and replacements.

1. Initiate Checkout:
   Choose New Sale from the bottom left navigation bar
   There are two ways to start your sale:
   
   • Quick Sale: If you prefer not to use a catalog and want to perform a Quick Sale with just an amount entry, simply enter the sale amount using the Keypad. Tax, Tip, and Discount (if any) will then be calculated on this sale amount during your checkout process
   • Catalog-Based Sale: If you have set up a catalog, select items and their quantities to add to the Cart
2. Proceed with Checkout:
   
   • Fast Checkout Options:
     
     • Card Reader: If a Chase Card Reader is paired or connected with the app, this option will automatically enable the reader to accept payments. If your card reader is paired but not connected, the payment screen will show a Connect button to connect to the last reader you used. You can connect and take the payment on the card reader. Note that this connects the last paired reader. If you wish to use a different card reader for this checkout, go to New Sale, then select More > Hardware to pair or connect with a different reader
     • Tap to Pay on iPhone: This option allows for payment directly on the iPhone. Note that this option is available only for iPhones.
   • If neither fast checkout option is available, tap Pay Now to proceed to the Payment Options screen
3. Review Cart (Optional):
   If you want to review your cart or adjust tax or discount, select the Cart option. After reviewing, proceed to payment.
4. Select Payment Method:
   On the payment screen, choose your preferred payment method:
   • Chase Card Reader
   • Tap to Pay on iPhone
   • Manual Entry
   • Payment Link
   • Cash
   • Other for non-card-based payments (Note: Chase will record the transaction, but you'll need to collect the payment directly from your customer)
5. Send a Digital Receipt:
   After processing the payment, you'll be prompted to send a digital receipt. Enter the customer's email and/or phone number, then tap Send Receipt to deliver it electronically. If no receipt is requested by the customer, a No Receipt option is available. If you have enabled a merchant receipt copy in the app's receipt settings, a copy will be sent to your email address on the account or as specified in the receipt settings
6. Save Customer Information (Optional):
   To save your customer's information for future transactions, tap OK. If you prefer not to save the information, tap Don’t Save

1. Initiate a New Sale:
   Choose New Sale from the bottom left navigation bar
   
   • For a Quick Sale, enter the sale amount using the keypad
   • For a Catalog-based Sale, select items from the catalog
2. Access and Review Cart:
   
   • Enter the sale amount on the keypad screen, then tap Cart
   • Add all items or amounts, review the sale, and tap Charge
3. Apply Tax and Discounts:
   
   • If you wish to remove or change the default tax or discount for this checkout, you can update them in the review Cart flow
4. Enter Reference Code (Optional):
   
   • If reference code is enabled in settings, enter it. Otherwise, proceed to the next step
5. Edit Cart Items:
   
   • Adjust quantities or remove items as needed. Decide whether to apply taxes to specific items. Click Save when finished
6. Select Tip Option (Optional):
   
   • If tipping is enabled, choose a preset percentage or amount or use custom or No Tip option then tap Confirm
7. Finalize Sale:
   
   • Review the sale details and tap Confirm
8. Choose Payment Method:
   
   • On the payment screen, select your preferred payment method: Chase Card Reader, Tap to Pay, Manual Entry ,Payment Link, Cash or Other
9. Connect Chase Card Reader (If Applicable):
   
   • If using a Chase card reader and it isn’t connected, tap Connect to establish a connection. Hand the reader to your customer and instruct them to insert or tap their card
10. Send Digital Receipt:
    
    • After processing the payment, you'll be prompted to send a digital receipt. Enter the customer's email and/or phone number, then tap Send Receipt to deliver it electronically
11. Save Customer Information (Optional):
    
    • To save the customer's information for future transactions, tap OK. If you prefer not to save the information, tap Don’t Save

If a customer pays the merchant using a method outside of the Chase POS App, the merchant can still record the sale in the Chase POS app. Although the payment won't be processed by the Chase POS app and won't be included in the app's settlement for that day, the recorded sale can update inventory if it was a catalog-based sale with tracked inventory. Here is how to record the transaction:

1. On the payment screen, choose Other as the payment method
2. A confirmation message will appear asking if you're sure. Tap Continue to proceed with this option

Yes you can, and here is how:

1. On the payment screen, tap Cash to initiate a cash transaction
2. Enter Payment Details: Input the exact amount of cash received from your customer
3. Enter any tip amount if applicable
4. The application will automatically calculate and display the change due based on the cash payment amount provided
5. Choose to send a receipt by tapping Send Receipt. If a receipt is not needed, tap No Receipt

Absolutely! You can easily access a complete history of all your transactions by selecting Activity option on the bottom of screen. This feature provides a detailed record of every transaction, no matter the payment method used.

To learn how to make a purchase using a payment link, please visit our dedicated support page. Simply click here to access detailed instructions and guidance on processing a sale through a payment link.

Yes, you can filter your sale activity to find a specific transaction. Here's how:


1. Yes, you can filter your sale activity to find a specific transaction. Here's how:

2. On the bottom navigation bar, tap activity
3. Tap filter on the top right of the screen
   
   • The Apply Filter screen will appear, offering various filtering options:
   • Amount Range: Specify a range to filter transactions by their amounts
   • Date Range: Choose from predefined time frames like the last 7 days, last month, last 6 months, or last year. You can also set a custom date range by selecting specific start and end dates
   • Payment Methods: Filter transactions based on the payment methods used
   • Sale Status: Narrow down your search by selecting the status of the sale, such as completed, refunded, pending, etc.
4. Once its done, tap apply filter to view the filtered results

You can choose to enable or disable Tips feature in the App. If you enable the Tip prompt feature, you can choose tip presets amount and/or percentages to be shown with the prompt.

1. Choose More from the right side of the bottom navigation bar
2. Choose Settings
3. Choose Tips
4. Tips will be set to OFF, choose Tip on Screen to set up tip options when processing a transaction
   
   • If do not want tip options to be displayed simply ensure the screen is displaying Tips are currently off and press Save
5. Choose Dollar to set specific dollar amounts as tip suggestions
   
   • Enter the dollar amount under each Tip preset
6. Choose Percentage to set a specific percentages as tip suggestions
   
   • Enter the percentage amount under each Tip preset
   • The Display calculated amount needs to toggled on and appear with a blue check mark, for the tip amount to be displayed at the time of the transaction
7. Under Tip preference ensure that Allow custom tips is toggled on and appears with a blue check mark if you want to give your customer the options to input a different tip than the ones suggested
8. Press Save to complete

Note: Limits are placed on how much a customer can tip:

• For transactions up to $200, customers can tip up to 100% of the transaction amount
• For transactions over $200, customers can tip up to 50% of the transaction amount
• The maximum amount a customer can tip is $1,000.00

For convenience and ease of use, you can pre-set taxes on your application and make one of them apply by default on any sale you process.

1. Choose More from the right side of the bottom navigation bar
2. Choose Settings
3. Choose Taxes and press Add new tax
4. Enter the name of the tax under Name of tax
5. Enter the percentage amount of the tax under Tax rate
6. Ensure that Set as default tax? is toggled on and appears with a blue check mark
7. Press Save and reconfirm changes by choosing Save again.
8. You new tax will be displayed under Taxes in the Settings

Note:

• You can set up more than one tax, however, only one can be chosen as the default tax.
• Only one tax can be applied to a sale
• If a fast checkout option is used instead of cart option, the default tax, if any, will be automatically applied to the Sale. You can use cart option in Checkout to review the tax or to change the tax in that Sale.

For convenience and ease of use, you can pre-set taxes on your application and make one of them the default to show up on every transaction you process.

1. Choose More from the right side of the bottom navigation bar
2. Choose Settings
3. Choose Discount and press Add new discount
4. You have the option to add the discount as a percentage or dollar amount
   
   • Choose Dollar to enter a dollar amount. Enter the name under Name of the discount and the dollar amount under Amount
   • Choose Percentage to enter a specific percentage. Enter the name under Name of the discount and the specific percentage under Discount
5. Press Save to complete. The device may ask again to confirm, choose Save again

Note:

• You can set up more than one discount, however, only one can be chosen as the default Discount.
• If a fast checkout option is used instead of cart option, the default discount, if any, will be automatically applied to the Sale. You can use Cart option in Checkout to review the discount or to change the discount in that Sale.

You can choose to add reference codes to your transactions. This can be used to track specific events, reconcile invoices, or just capture additional sale details. Follow the steps below to make it mandatory or optional for every Sale.

1. Choose More from the right side of the bottom navigation bar
2. Choose Settings
3. Choose Reference code
4. Choose Required to make the reference code a mandatory entry for every Sale
5. Choose Optional to have it as an option on every Sale
   
   • If you choose Optional, you can add the Reference code by choosing the three dots option in the Cart screen during the checkout process

To view your sales activity, simply choose Activity on the bottom navigation bar

Yes, you can filter your sale activity a number of different ways to bring up exactly what you are looking for.

1. Choose Activity on the bottom navigation bar
2. Tap filter on the top right of the screen
3. The Apply Filter screen will appear, offering various filtering options. Once chosen press Apply filter to view the filtered results
   
   • Amount Range: Specify a range to filter transactions by their amounts
   • Date Range: Choose from predefined time frames like the last 7 days, last month, last 6 months, or last year. You can also set a custom date range by selecting specific start and end dates
   • Payment Methods: Filter transactions based on the payment methods used
   • Sale Status: Narrow down your search by selecting the status of the sale, such as completed or pending for example

1. Choose Activity on the bottom navigation bar
2. You will see a list of the last seven days of Sales and Refund activity
   
   • Choose the desired transaction or use the search bar to find your transaction
   • You can also choose the filter option to see older sales or search for a specific criteria
3. On the Sales details screen, choose Refund
4. Choose if you want to refund the full amount or a custom amount and press Next
   
   • The screen will also display the card type and the last four digits
5. Once the refund is completed a confirmation screen will appear. You can choose to send a receipt by pressing Digital or send none by pressing No receipt
   
   • If you chose to send a receipt, enter the customer email and/or the customer phone number and choose Send receipt
   • Press Done on the confirmation screen to complete

1. Choose Activity on the bottom navigation bar
2. You will see a list of all your most recent transactions displayed
   
   • Press the desired transaction or use the search bar to find your transaction
3. On the Sales details screen, choose Send receipt
4. You will be asked to enter the customer email and/or the customer phone number and choose Send receipt
5. You will see a confirmation screen, press Done to complete

When you choose to save your customer's information at the checkout, Chase makes it easy to send digital receipts quickly, speeding the checkout process.
You can inform your customers know they have the option to opt out of this service anytime by clicking the Manage Receipt Options link on their digital receipt. And reassure them, that merchants won't see their information, as it's securely masked to protect their privacy.
For more information on how we safeguard your customer’s data, click here to check out our Privacy Policy.

The Sales report provides a Sales total by payment brand and for Cash and Other Sales.

1. Choose Reports on the bottom navigation bar
2. Choose Sales report
3. The default view will show all sales and refunds for the current day, broken down by card, cash and other
4. Filter by day, week, month, year or by custom time range as desired
   
   • You can choose up to the last one year of Sales Summary totals

1. Choose Reports on the bottom navigation bar
2. Choose Tip report
3. The default view will show the total Tip amount by type of payment
   
   • You can also focus on a single employee by choosing their name
4. Filter by day, week, month, year or by custom time range as desired

As the account owner, you can choose to have a receipt sent to your email for every transaction processed. Follow the steps below to enable this option or add an alternative email address.

1. Choose More from the right side of the bottom navigation bar
2. Choose Settings
3. Choose Receipt
4. Toggle Enable email receipts ON so that the blue check mark appears if you want to receive each transaction receipt by email
   
   • The email address you have set up your account with will automatically be selected
5. If you wish to add a different email address, choose Add alternate email
6. Enter the email in the blank text field and press Save email
7. You will be brought back to the Receipt settings screen, press Save to confirm changes.

Note: You can remove or edit the alternative email address by going back into the Settings, then Receipt, and choosing Remove or Edit.

As a default on any receipt your legal business name, phone number and address will be displayed. You can choose add an additional business name. As well as remove your phone number and street address if you not want them on the receipt as a privacy setting.

1. Choose More from the right side of the bottom navigation bar
2. Choose Settings
3. Choose Receipt
4. Under Receipt customization, you can choose to show or hide your phone number and street address
   
   • To Show business phone number on receipt, ensure the blue check mark appears. If it is grayed out, press on it to enable the settings
   • To Show business street address on receipt, ensure the blue check mark appears. If it is grayed out, press on it to enable the settings
5. Choose Business name if you want to add an additional business name
6. Enter the Business name and press Save
7. Press Save to make sure all your new changes are reflected

Note: You can remove or edit the alternative email address by going back into the Settings, then Receipt, and choosing Remove or Edit.

The business address on the app is automatically set based on the information gathered during your onboarding. It is not possible to update the address directly on the app. If you need to update your business address please call our support team at 888-659-4961.