Chase POS Terminal℠ support

Your screen will default to the sale tab you used last. For a non-catalog sale (also called a Quick Sale), make sure you choose "Enter sale amount" when you log in.

 

1. Sign in to the terminal
2. Enter the sale amount. You can choose the plus sign to add more than one sale item
3. Choose Review sale for details. You can also adjust tax and discounts if you have them enabled in your app's settings
4. Choose Check out and proceed with payment. Most transactions will default to tap, insert or swipe card, but you can choose Other payments for additional payment options like cash or you can choose Manual entry

Your screen will default to the sale tab you used last. To process a sale using your catalog, make sure you choose "Add item to sale" when you log in.

 

1. Sign in to the terminal
2. Choose the item you'd like to add from your catalog
3. Choose Review sale for details. You can also edit tax and discounts if enabled and adjust item quantities by choosing the arrows next to them
4. Choose Check out and proceed with payment

 

Haven’t set up your catalog? Go here to learn how to do it.

Refunding a transaction returns funds to the customer after the sale has been completed. You can only refund a transaction to the same card as the original sale and the refunded amount cannot exceed the original sale amount. The refund option is only available for each transaction for up to 60 days after the original sale.

 

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Choose Sales activity
3. Filter by amount, date, payment method or sale status and press Apply
4. Choose the sale you want to refund and press Refund
5. Choose to refund the full or partial amount (the minimum is $1.00)
6. Press Next and confirm by pressing Yes, Issue Refund

Voiding a transaction cancels the transaction before the sale is finalized and processed. You will only have the option to void a transaction if Tip on receipt is enabled and for 90 minutes following the original sale. After 90 minutes, it switches to Issue Refund. Any sale transaction processed with no tips or with tips on screen cannot be voided but can still be refunded.

 

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Choose Sales activity
3. Filter by amount, date, payment method or sale status and press Apply
4. Choose the sale you want to void and press Void
5. Press Next and confirm by pressing Yes, Issue Void

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Choose Sales activity
3. Filter by amount, date, payment method or sale status and press Apply
4. Choose the sale you want to send a receipt for
5. Choose Send receipt
   • Choose Print to reprint a copy of the receipt
   • Choose Email to resend a digital copy of the receipt via email
   • Choose Text to resend a digital copy of the receipt via text message

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Choose Settings
3. Choose Receipt
   • Print or set up email recipients
   • Show your business street address (city, state, zip will always be shown)
   • Show your business phone number
   • Adjust your business name

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Choose Sales activity
3. Filter by amount, date, payment method or sale status and press Apply

 

You can also view this info from other integrated solutions within the Chase POS System. For more help with sales activity and managing transactions, visit this page.

The sales report will provide you a summary of all sales and refunds broken down by the method of payment and card type. This report can be adjusted to reflect a specific timeframe and can also be printed.

 

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Choose Reports
3. Tap on Sales Report
4. Choose the timeframe you want
5. Press Print Report if you want a hard copy

The tip report will provide you a summary of all tips broken down by the method of payment and card type. This report can be adjusted to reflect a specific timeframe and a specific employee. You have the option to print this report as well.

 

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Choose Reports
3. Tap on Tip Report
4. Choose the timeframe you want
5. Press Print Report if you want a hard copy

These are called Merchant Settings. They include the configuration of your receipts, tips, taxes, discounts and reference codes. They are accessible once you have signed in to the Chase POS Terminal. These settings, along with your Catalog, are shared across all your terminals and Chase Payment Solutions. Explore the POS System here.  

 

To access Merchant Settings:

 

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Tap on Settings
3. Choose the setting you wish to adjust: Receipt, Tips, Taxes, Discounts or Reference Code

Merchant Settings are for customizing tips, taxes and discounts. Device Settings are for device-specific functions like display and notification sounds. For help with Device Settings, go to the “More Help” tab above.

Here’s a breakdown of each setting: 

 

• Receipt: Choose whether you want you receipts to be printed and/or emailed for each transaction. You can choose a specific email address to send the receipt automatically. You can also choose to show your business’ name and/or street address on the receipt.
• Tips: You can choose three different options.
  • Off: Customers won’t be able to choose a tip at checkout
  • On screen: Customers can choose from up to three preset tips or enter a custom tip at checkout
  • On receipt: Customers can add a tip on the receipt (you can also include tip suggestions on the receipt)
• Taxes: You can choose to configure multiple taxes which you can delete or edit at any time. You can set a specific tax as the default tax which will automatically be chosen when processing a transaction. You can still edit the default tax during checkout.
• Discounts: You can set up discounts as dollar amounts or percentages. You can also add multiple discounts that can be edited or deleted at any time.
• Reference Code: Choose to capture additional info that can be used to track specific events, reconcile invoices or just show you more sale details.

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Tap on Settings
3. Choose Tips
4. Choose On screen
5. Toggle Allow custom tip under Tip Preferences if you want this option
6. Choose if you want the tip to be a dollar amount or percentage by tapping on the respective $ or % icons
7. Press Save to complete

 

Note:

 

• For transactions up to $200, a customer can tip up to 100% of the transaction amount
• For transactions over $200, a customer can tip up to 50% of the transaction amount
• The maximum amount a customer can tip is $1000

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Tap on Settings
3. Choose Tips
4. Choose On receipt
5. Toggle Show tip suggestions if you want this option
6. Press Save to complete

 

Note:

 

• Choosing this option will force a printed receipt during checkout
• You have 24 hours to add the tip amount to the transaction before it auto-settles with a $0 tp amount
• Transactions still pending settlement will be shown as Pending tip in Sales activity

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Tap on Settings
3. Choose Taxes
4. Choose Add new tax
   • Choose a name for the tax and the percentage rate
5. Press Save to complete

1. Choose the three lines/hamburger menu in the top left on the Home Screen
2. Tap on Settings
3. Choose Discount
4. Choose Add new discount
   • Choose a name for the discount and if you’d like for it to be a set dollar amount or percentage
5. Press Save to complete

To buy hardware, please go here. You will need to have a Chase Business Complete Banking account and activated QuickAccept before you can place an order. New to QuickAccept? Get help here.

Please contact our support team at 1-888-659-4961. Make sure to review our return policy for more information on returns and replacements.

Device Settings allow you to make adjustments to your network, battery, display and accessibility configurations. These settings are specific to each terminal. Here’s a breakdown: 


• Display settings allow you to control the brightness level, wallpaper, dark theme, screen timeout, font size, display size and screen saver.
• Battery settings allow you to control the Battery Saver feature. When turned on, it extends the battery life by restricting background activity and other high-power features.
• Network settings allow you to connect the terminal to your Wi-Fi

To access settings before logging in:

 

1. Power on your terminal
2. Choose Settings at the bottom of the Home Screen
3. Choose the settings you’d like to edit

 

To access settings after logging in:

 

1. Power on your terminal
2. Choose the three lines/hamburger menu at the top left
3. Tap on Settings
4. Choose Device Settings at the bottom of the screen
5. Choose the settings you’d like to edit

1. Power on your terminal
2. Choose the three lines/hamburger menu at the top left
3. Tap on Settings
4. Choose Brightness level
5. Slide your finger across the bar to adjust brightness  

No, not at this time. The Chase POS Terminal is only available in English in the United States.

To adjust the volume of any notifications on the Chase POS terminal, you need to use the hard volume buttons on the left-hand side of the device.

• Press up to raise the volume
• Press down to lower the volume

Turning off or rebooting your terminal is a great way to troubleshoot any issues.

 

1. Press and hold the Power button on the left-hand side of the device
2. The screen will display several options
3. Press on Power off to turn off the terminal fully OR press on Restart to reboot the terminal