Setting up your Chase POS℠

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Activation support topics

Get answers to the questions most frequently asked by business owners just starting out with Chase POS.

Activation

Download the Chase Point of Sale app from the Google Store or iOS app Store

Sign in to the Chase POS app
Open the Main menu in the upper left corner of the screen
Choose Order supplies to display the Order Supplies screen
Choose Shop Now
Choose Mobile Card Reader on our partner POS Portal to place your order
Adjust the quantity as needed and choose Add to Cart. Follow all prompts to continue the Checkout process.

Sign in to the Chase POS app by using your primary Chase.com credentials.
Identification: You'll then be prompted to send a code by phone or email to complete your device’s first sign-in experience.
- Enter your code and password to authenticate the device.
Merchant Account: Choose the corresponding Merchant Account to associate to your app.
Assign a name for your device, this'll allow you to identify the terminal in your reporting features.
At this point, the app just needs to wait on a few updates to add your device to our systems – it can take a couple moments to complete.
Once the device has been assigned, you'll be prompted to complete a wizard to quickly set up your tip and tax settings. You can skip this if you had already adjusted your settings for this account using a Chase Smart Terminal or a Chase POS app activated on another device or if you want to adjust the settings later.

Before you begin, charge your card reader, it can take two hours to charge. A solid red light will appear when fully charged.
To start pairing the reader, turn on your Bluetooth functionality on your device. Turn on the card reader by holding down the power button on the right side until it beeps.
Sign in to the Chase POS app.
Open the Main menu in the upper left corner of the screen.
Choose Connect a card reader.
On the Card reader screen, choose Pair a card reader.
Choose the card reader from the Available card readers once it's connected through Bluetooth.
- Tip: If your card reader isn't listed, check your device Bluetooth settings menu to see if the card reader shows up as a paired device. If it is, unpair the card reader in device Bluetooth settings menu. Then return to the Chase POS app and check the available card readers to detect the card reader.
Verify that the light pattern shown on the app matches the light pattern on the card reader, then choose Confirm. If you need to retry, choose Replay light pattern.
Once the card reader is successfully paired choose Done. Your card reader is now paired with the app.

Learn more helpful tips for activating and pairing your Moby card reader in the Chase Mobile app.

Once paired, Card reader will stay paired to the app unless user manually unpairs (Forget the Device) from the Connect a card reader menu. If the card reader is connected to the app during pairing or from Connect a card reader settings using the Connect Now function during Sale flow, it'll now stay connected for an extended time (around 30 minutes or more). If you don't plan to use the reader after your Sale is done, manually switch off the reader to save its battery.

To pair this reader to another Chase POS app, unpair (Forget the Device from this app) and pair it with another Chase POS app.

Merchant settings

Sign in to the Chase POS app
Open the Main menu in the upper left corner of the screen
Choose Settings to display the Setting screen

You can configure merchant receipts to be emailed.

Off

This removes the presentation of the tip request from the transaction.

Add Tips On Screen

This provides custom or preset tip options during the transaction.

Yes. You can set up tax rates in settings.

Yes. You can configure multiple preset discounts options to be available during a sales transaction.

Yes, reference codes can be used to track specific events, reconcile invoices, or just capture additional sale details.

To manage your reference codes within the Chase POS apps:

Open the Main menu in the upper left corner of the screen
Choose Settings to display the Setting screen
Choose Reference codes to display the Reference codes screen
On the Reference codes screen, you can indicate if a Reference code is Optional or Required, or Off (i.e., not requested)

Tips

Step 1

Using the navigation menu, choose the Settings menu option. This'll load the merchant settings menu.

Step 2

Choose Tips menu option. To disable tip requests from being presented to the customer, choose off.

To enable tip requests, choose On Screen.

Choosing the ON Screen option, the tip prompt will occur during the sales process.
Here you have the option to allow for custom tip entry and up-to three preset tip amounts, presented as either percentage or dollar amounts.
For percentage based preset tip amounts, there is the option to display the calculated values.
If ON Screen or Off/No Tip option is set, all Chase POS and Smart Terminals on that account will have this setting. However, if Tip ON Receipt setting is setup on Smart Terminal, it'll be treated as Tip ON Screen in Chase POS.

Refunds

Find Transaction: Filter and choose the transaction
Refund: After the transaction has settled, you have up to 60 days to process a refund
Refund Amount: Full or partial refunds can be issued; refunds cannot exceed the original sale amount. Minimum amount $1.00
Refund Activity: See your recent refunds in the Sales Activity

The sales activity list allows you to filter and finds a transaction to review or take further action.

Choose option from the menu
View the list of transactions
- Two views
  - Payment Activity
  - Refund Activity
Filter the list of transactions by:
- Date
- Amount
- Transaction status
Review the transaction details
- Date and Time
- Card Brand
- Amount
- Discount
- Tax
- Tip
- Available Refund

Resend a receipt directly from the Transaction detail screen within the Chase POS app

Sales activity – use search function to display the specific transaction detail screen

Resend – tap the Duplicate receipt button at the bottom of the transaction screen

Don't see what you need?

For questions about your Chase POS, contact our customer support team at 888-659-4961.

If you think you’re on the wrong page, explore other Chase for Business support topics at the link below.

See all support topics

Setting up your Chase POS℠

Activation support topics

Activation

How do I download the app?

How to order a Card Reader

How do I set up my device to use Chase POS?

How to pair the card reader

How long will my card reader stay paired and connected to my app?

Off

Add Tips On Screen

Step 1

Step 2

Don't see what you need?