Chase Countertop Terminal™ support

There are two levels of access and passwords for your security:

• Manager: unlimited access
• Clerk: limited access where applicable

You do not need to have credentials set up (such as manager username and password) to start using the machine and processing sale transactions. However, you will need the manager credentials to be able to perform refunds and access some settings such as tips or taxes for security reasons. It is recommended to set up your manager user name and password as soon as you receive the machine.

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Users
3. Choose Admin
4. Enter the Temporary Use Passcode (also sometimes referred to as Dynamic Password) and press Confirm
   • This password can be obtained by calling the Chase automated voice response line at 1-888-886-8869  from your business number and choosing option number three, then one. Have your Merchant ID ready.
   • It can also be obtained through your Chase Business Online Account
5. Choose Add User
6. Enter your desired Username and Password, re-enter your password, then ensure you have chosen Manager
   • Usernames and passwords are both case sensitive
   • Passwords: must be 8-16 characters and must include capital letter, lower case, number and symbol
7. Press Confirm to finish

As an added option you can set up a clerk profile for each employee so you can individually track their sales or tips for example.

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Users
3. Choose Manager
4. Enter the username and manager password previously created, then press Confirm
5. Choose Add user
6. Enter your desired Username and Password, re-enter your password, then ensure you have chosen Manager
   • Usernames and passwords are both case sensitive
   • Passwords: must be 8-16 characters and must include capital letter, lower case, number and symbol
7. Enter the Unique Clerk Identifier and press Confirm

With the Chase Countertop Terminal, you have the option to prompt the device to display preset tip percentages when processing a sale. Up to five tip options can be set up on the device.

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Settings
3. Enter your username and manager password previously created, then press Confirm
4. Choose Transaction and scroll down to Tip Prompting
5. Toggle Confirm Amount Prompt to ON
6. Choose Prompt for Tip and tap Confirm
7. Scroll down to Gratuity and choose Tip Percent No.1 to set up the first tip
8. Enter the desired tip amount and tap Confirm
   • Repeat by choosing the Tip Percent No. 2 to No.5 depending on how many tip suggestions you want to show up at the time of the sale

You can set up a default tax percentage to use on all transactions. This makes processing sales easier as the tax amount will be automatically calculated for you. You will first need to enable taxes on your device before setting it up. Follow both sets of instructions below to complete:

Enable taxes

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Settings
3. Enter username and manager password, then press Confirm
4. Choose Transaction
5. Choose Tax Prompting
6. Choose Optional entry or required entry and press Confirm

Set up taxes

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Settings
3. Enter your username and manager password, then press Confirm
4. Choose System
5. Choose Default Tax Percentage
6. Enter the desired tax percentage amount and tap Confirm

Note: You can only create one tax profile per device

The Chase Wireless Terminal supports multiple payment methods, including:

• Contactless payments (like Apple Pay^® or Google Pay™)
• Chip and PIN transactions
• Traditional magstripe card payments
• Manually keyed transactions, if needed

If you want your sales and transaction tracked for each Clerk user you have set up, you will need to turn on this features from the settings.

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Settings
3. Enter your Username and Password, then tap Confirm
4. Choose Transaction
5. Scroll down to Clerk Server Prompting and toggle ON

Whenever someone goes to process a sale, it will not ask for the Clerk ID first to identify the person making the sale.

1. Choose the Sale tile from the home screen/main menu
2. Enter the sale amount and press Confirm
3. If you have a default tax amount set up, review the amount and press Confirm
4. If you have default tip amounts set up, choose the desired amount and press Confirm
   • Choose No Tip if there is no tip
   • Choose Other tip if you want to enter a custom tip amount
5. Review the sale total and press Confirm
6. Insert, tap or swipe card on the reader
   • For contactless tap transactions, have the customer hold their card over the reader under it flashes and/or beeps
   • You can choose to input the card details if you do not have the card with you at this stage by pressing Manual Entry on the Present card screen
7. Wait for the approval screen and choose Print receipt or View receipt as desired
   • If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose select Ok to print customer copy

Note: Manual Entry is not possible for debit cards.

You may initiate a refund to return money to a cardholder’s account from a sale completed in a closed batch (e.g. previous day and prior). Refunds can be processed up to 60 days post-transaction.

1. Choose the Refund tile from the home screen/main menu
2. Enter your Manager username and password, then press Confirm
3. Enter the refund amount and press Confirm
4. The customer can Insert, tap or swipe their card on the reader
5. Wait for the approval screen and choose Print receipt or View receipt as desired
   • If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose select Ok to print customer copy

Note: Manual Entry is not possible for debit cards.

A void cancels a transaction before it is fully processed, preventing funds from being captured. This is useful when a mistake is made, such as entering the wrong amount or processing a transaction for the wrong customer. Voids can only be done on the same day before the batch is closed. Here is how you can cancel a transaction:

1. Choose the Void tile from the home screen/main menu
2. Enter your Manager username and password, then press Confirm
   • Choose Yes to void the last transaction performed
   • Choose No to void any other transaction within the batch
3. Enter the last four digits of the cardholder’s card number located on the receipt and press Confirm
4. If more than one card ends with the same last four digits, choose the application transaction to void and press Confirm
5. Review the transaction details and press Yes to proceed
   • Choose No to cancel the voided transaction.

A pre-authorization is a temporary hold on a customer’s credit or debit card to ensure they have enough funds available for a transaction. This is commonly used for hotel bookings, car rentals, or other services where the final amount may vary. Here is how you can process a pre-authorization:

1. Choose the Pre-Auth tile from the home screen/main menu
2. Enter the transaction amount and press Confirm
3. If you have a default tax amount set up, review the amount and press Confirm
4. If you have default tip amounts set up, choose the desired amount and press Confirm
   • Choose No Tip if there is no tip
   • Choose Other tip if you want to enter a custom tip amount
5. Review the transaction total and press Confirm
6. Insert, tap or swipe card on the reader
   • For contactless tap transactions, have the customer hold their card over the reader under it flashes and/or beeps
   • You can choose to input the card details if you do not have the card with you at this stage by pressing Manual Entry on the Present card screen
7. Wait for the approval screen and choose Print receipt or View receipt as desired
   • If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose select Ok to print customer copy

Note: Manual Entry is not possible for debit cards.

To complete a pre-authorization and turn it into a sale, you need to ensure the batch is open (If the batch is closed, follow the steps to force a sale) . Once completed, the pre-authorization will be turned into a sale and the transaction will be funded. Here is how you complete a pre-authorization:

1. Choose the Pre-Auth Completion tile from the home screen/main menu
2. Enter the last four digits of the card and press Confirm
3. The terminal will show you all transactions that match the last four digits. Tap the one you want to complete
4. Enter the desired amount and tap Confirm
   • You can input any amount up to the original amount from the pre-authorization
5. Review the transaction and press Yes
6. Review the amount and choose Confirm
7. Wait for the approval screen and choose Print receipt or View receipt as desired
   • If you choose Print receipt, the terminal will ask you to Tear receipt and continue. Choose select Ok to print customer copy

You can customize the following options on your receipt:

• Receipt printing options (customer only, merchant only, both)
• Invoice number
• Reference number
• Font height
• Footers

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Settings
3. Enter your Username and Password, then tap Confirm
4. Choose Receipt and Report
5. Look and adjust the desired options

If you feel the printed receipts are a bit too long, you can make them slightly shorter by choosing Receipt Font Height and choosing Condensed. You cannot remove unwanted details below the total on the receipts.

You can only reprint the last receipt from the terminal. If you need a copy of your most recent transaction, follow these steps:

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Reprint Receipt
   • The most recent customer receipt will appear on the screen
3. Choose Print Receipt and the receipt will start printing
4. You will be asked to Tear receipt once printed. Press OK to print the customer copy
5. Once printing is complete, the screen will return to the main menu

When you receive your terminal, it will automatically be set up to show a detailed settlement report. This will include all the transaction details. If you wish to change the settlement report to only show you the totals for each card type and not individual transaction details, you will need to change the settings. Follow the steps below to set up a summarized settlement report:

1. Choose the hamburger menu/three lines on the top left of the screen
2. Choose Settings
3. Enter your Username and Password, then tap Confirm
4. Choose Receipt and Report
5. Scroll down to Other and choose Settlement report options
6. Choose Low and press Confirm

Note: To change it back to a detailed summary report, choose High in Settlement report options.

If you have already closed and settled your batch, you cannot reprint a settlement report directly from your terminal. However there are still ways to obtain that report:

• Log in to Chase Business Online: All of your recent transactions and batch reports are ready to view in real time on your online reporting tool. They are all of your recent transactions and batch reports are ready to view in real time. For more information on your Chase online account, click here
• Give us a call: Our customer support representative can look up and email any reports available online directly to an email we have on file for you

If you have set up Clerk users, there are two reports available on the device that help you track their transactions:

• Clerk/Server Detail Report: This report shows the transactions performed by each registered clerk and includes clerk/server number, transactions associated to the clerk/server number tips if applicable and totals
• Clerk/Server Summary Report: This report includes the clerk/server number and totals by card brand

To access these reports:

1. Choose the hamburger/three lines menu on the top left of the screen
2. Choose Reports
3. Choose Clerk/Server Detail Report or Clerk/Server Summary Report

The best place to view any reports of your sales activity is on your online Chase account also known as Chase Business Online. All of your recent transactions and batch reports are ready to view in real time and available to download or print. Click here to learn more about Chase Business Online.

While you cannot reprint a settlement report directly from your terminal if you have closed your batch, some reports are still accessible to print. Follow these steps to print a report:

1. Tap the three lines in the top-left corner of the screen to open the MENU
2. Choose Reports
3. From the reports menu, choose the report you wish to print
4. The terminal will display Processing, please wait, followed by Printing report please wait
5. Once the printing is completed, the terminal will return to the reports menu
6. To go back to the main menu, tap the arrow in the upper left corner

If you ever need to go into the Settings app outside the Chase application you will need to input 350000 as the password to access it.

You have the option to display the terminal’s text in English, French or Spanish.

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose UI Language twice
3. Choose English, French or Spanish and press Confirm

Note: The language on merchant and customer receipt copies language will also be changed.

1. Choose the hamburger menu/three lines at the top left of the screen
2. Swipe up and choose Exit at the bottom to return to the Home screen
3. From the Home screen choose the Settings app
4. Type in the 35000 for the password and choose OK
5. Choose System
6. Choose Date & time
7. Adjust the date or time as you wish

1. Choose the hamburger menu/three lines at the top left of the screen
2. Swipe up and choose Exit at the bottom to return to the Home screen
3. From the Home screen choose the Settings app
4. Type in the 35000 for the password and choose OK
5. Choose Display
6. Adjust the brightness by swiping left to right

1. Choose the hamburger menu/three lines at the top left of the screen
2. Towards the top of the menu you will a toggle bar called Dark Mode
3. Toggle ON for dark mode and OFF for light mode

After a set period of inactivity the terminal screen will timeout in order to help conserve battery life and go into power-saver mode. Follow the steps below to adjust how long the terminal takes:

1. Choose the hamburger menu/three lines at the top left of the screen
2. Choose Settings
3. Enter your Username and Password, then tap Confirm
4. Choose System
5. Choose Power save timeout
6. Adjust the timeout and enter the value in seconds (e.g. 180 seconds for 3 minutes) and tap Confirm

Note: To adjust the generic screen timeout simply choose Generic screens timeout, adjust in seconds and press Confirm.

You need to download EMV keys when setting up a new terminal, after a software update, or if chip card transactions are failing. Follow these steps to download them:

1. Tap the three lines in the top left corner to open the MENU
2. Choose Test Transaction
3. The terminal will connect and download the latest EMV keys
4. Once done, a Confirmation message will appear
5. Press Continue to return to the Main Menu

Note: If the download doesn’t complete, check your internet connection and try again.

If your DX4000 becomes unresponsive, a quick reset can help:

1. Remove the back cover of the terminal
2. Unplug the Magic Box cables and wait a few seconds
3. Check if the screen turns off completely
4. Reinsert the Magic Box cables and turn the terminal back on