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.

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

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.

Chase will periodically release updates to the Chase POS App. You should enable auto update for the App to receive important updates immediately.

PCI-DSS stands for Payment Card Industry Data Security Standards. PCI-DSS certification is designed to ensure cardholders' information is well-protected and managed by payment companies. To earn a PCI certification, Chase systems undergo an annual third-party audit of the security processes and procedures. Systems are tested daily, and employees are held to strict standards and levels of security education. Chase has been certified at the highest level of PCI compliance as a Level 1 PCI Compliant Service Provider.

PCI PTS stands for Payment Card Industry Point-of-Sale PIN Transaction Security Standard. The PCI PTS standard is a set of technical and operational requirements for payment terminals focused on protecting cardholder data. The PCI PTS standard is modular, covering hardware and firmware security requirements to protect against physical, logical, and network tamper attacks. The PCI PTS requirements include the ways cardholder data are read and encrypted through the Secure Reading and Exchange of Data (SRED) module. PCI PTS standards apply to all organizations that store, process, or transmit cardholder data. Compliance with the PCI DSS set of standards is enforced by the payment networks – American Express, Discover, JCB International, Mastercard and Visa. The Chase POS App is fully PCI PTS 5.x compliant.

At this time, only English is supported.

The methods of payment (MOP) are defined in your merchant Terms of Service (TOS) agreement. Available MOPs are VISA, Mastercard, Discover, American Express, and China Union Pay (CUP). This information can't be seen or changed in the Chase POS App.

The business address on the App is automatically set. It was established from information recorded during your onboarding process, to the Chase Business Complete Banking (CBCB) or Chase Payment Solutions account. This information can't be seen or changed from the Chase POS.

If you need to update the on address your account and the App, please call our Support Team at 888-659-4961. This will also change the address displayed on your receipt.

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 have the option to receive a merchant copy of each transaction to your email address associated to your account.

To enable the option, set the Email toggle in your Receipt Settings to ON.

If you would like to receive the merchant receipt copies on a different email address, select the option Add new email and enter the email address and tap the Save button.

All merchant receipt copies will be sent to this configured email address.

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

How do I download the app?

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

How do I update the software on the Chase POS?

Is the Chase POS PCI-compliant?

Can I change language settings?

How do I change current methods of payment?

Changing the address on the device

Off

Add Tips On Screen

Step 1

Step 2

Don't see what you need?