Chase Wireless Terminal™ support

For your security, there are different types of passwords for your device. Here’s a chart to help you identify which password you need:

You can start using the machine and process sales without manager credentials. However, manager credentials are required for refunds and accessing secure settings like tips and taxes. For security, we recommend setting up your manager username and password as soon as you receive the machine. Navigate to the “How do I add manager/clerk credentials” section under this tab to guide you through setting up your password.

Yes, ideally, each member of your staff would have credentials based on their level of responsibility.

There are two levels of passwords for your security:

• Manager: Unlimited access
• Clerk: Limited access where applicable

When setting up your terminal, you will need to manage passwords for both managers and staff to ensure secure access and protect your business. Manager passwords gives full access including refunds and voids, clerk passwords gives limited access. Each user should have unique credentials based on their responsibilities.

Let’s get your credentials set up! Just follow these steps:

1. First, call the Chase automated voice response line at 1-888-886-8869 from you business number to get your temporary passcode (Get your Merchant ID/ Company number ready)
2. Tap the three lines in the top-left corner of the main menu to open the MENU
3. Tap Users
4. Tap the Admin tab
5. Enter the temporary passcode and press Confirm
6. If no users have been added yet, the screen will show No data to show on the bottom of the screen. Tap Add User to continue
7. Create the username and password, and Confirm the password
8. Choose Manager or Clerk/Server and press Confirm

Note: Credentials are case-sensitive and must be at least 8 characters long, including 1 uppercase letter, 1 lowercase letter, and 1 special character.

Go here to watch a video tutorial

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. Tap the three lines ☰ at the top left of your 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.

Enable customers to add a tip during transactions by following these steps:

1. Tap the three lines ☰ at the top left of your screen
2. Swipe up and tap Settings
3. Enter your Username and Password, then tap Confirm
4. Tap the Transaction tab
5. Scroll up to find Tip Amount Prompting and tap Prompt for Tip
6. Scroll down to Tip Percentage and adjust the amount according to your preference
7. Tap Confirm to save your changes

Click here to watch guide here

Enable tax settings when you need to collect tax on transactions, or if your business requires it by law. Follow these steps:

1. Tap the three lines ☰ at the top left of your screen
2. Swipe up and tap Settings
3. Enter your Username and Password, then tap Confirm
4. Tap the Transaction tab
5. In the Tax menu, choose Tax Prompting and set it to Required Entry then tap Confirm
6. Tap the back arrow in the top left to return to the previous screen
7. Tap the System tab
8. Under Default Tax Percentage, adjust the tax value and tap Confirm

Click here to watch guide here

The admin settings are password protected sensitive settings of the device. They will require a temporary password ensuring only authorized users can make changes.

1. Choose the 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. Choose Settings
4. Choose Admin
5. Call the Chase automated voice response line at 1-888-886-8869 from you business number to get your temporary passcode (Get your Merchant ID/ Company number ready)
6. Enter your merchant ID and the temporary passcode, then choose Sign in

1. Choose the 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. Choose Settings
4. Choose Admin
5. Call the Chase automated voice response line at 1-888-886-8869 from you business number to get your temporary passcode (Get your Merchant ID/ Company number ready)
6. Enter your merchant ID and the temporary passcode, then choose Sign in
7. Choose Security

1. Choose Sale from the Main Menu
2. Enter the transaction amount and tap Confirm
3. The customer can tap, insert, swipe, or manually enter their card details
4. If manually entering, type the credit card number instead (Note: Manual entry is not available for debit cards)
5. The terminal processes the transaction and displays the approval code
6. To provide a receipt, tap ac receipt for a paper copy or View receipt for a digital version
7. When prompted, tap OK to print the customer copy

Click here to watch a video tutorial

1. Choose Refund from the Main Menu
2. Enter your Manager username and password, then tap Confirm
3. Enter the refund amount and tap Confirm
4. The customer can tap, insert, or swipe their card (Note: Manual entry is not available for debit cards)
5. The terminal processes the refund and displays the approval code
6. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
7. When prompted, tap OK to print the customer copy

Click here to watch a video tutorial 

A pre-authorization is a temporary hold to ensure the customer has 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 Pre-auth from the main menu
2. Enter the transaction amount and tap Confirm
3. The terminal will prompt you to confirm the amount, tap confirm
4. The customer can tap, insert, swipe, or manually enter their card details 
5. The terminal authorizes the transaction and displays the approval code
6. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
7. When prompted, tap OK to print the customer copy

Click here to watch a video tutorial 

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 Void from the Main Menu
2. Enter your Username and Password, then tap Confirm
3. To void last transaction, tap YES when prompted Void the last
4. To void any other transaction in your open batch, tap NO. Instead, enter the last 4 digits of the card number and tap confirm
5. Review the transaction details and tap Yes to proceed
6. The terminal authorizes the void and displays the approval code
7. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
8. When prompted Tear receipt and continue, tap OK to print the customer copy

Click here to watch a video tutorial

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 Pre-Auth Completion from the 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 amount (up to the original pre-auth) and tap Confirm
5. Review the transaction details and tap Yes to proceed
6. The terminal completes the pre-authorization and displays the approval code
7. To provide a receipt, tap Print receipt for a paper copy or View receipt for a digital version
8. When prompted, tap OK to print the customer copy

Click here to watch a video tutorial

A tab allows you to keep a running total of a customer’s purchases during a single visit, instead of completing a payment for each transaction. Here is how a running tab works:

• Open a tab by placing an authorization hold on the customer’s card
• Add to the tab as the customer makes additional purchases
• Close the tab when the customer is ready to pay

For example, in a bar or restaurant, you can open a tab when a customer arrives, add drinks or food throughout their visit, and complete the final payment at the end.

Note: If you need to cancel a tab, you can choose Delete Tab to reverse the transaction and release the authorization hold on the customer’s card


You can use a tab to track and complete a customer’s purchases over time. Here’s how:

1. Choose Tab from the main screen
2. Choose Open Tab to start a new tab and place an initial hold on the customer’s card
3. Choose Increase Tab to add more charges to the existing tab as the customer makes purchases
4. Repeat this process as needed during the customer’s visit
5. Choose Close Tab to complete the final payment when the customer is ready to pay
6. You will see the final transaction recorded once the tab is closed

Note: Choose Delete Tab to cancel the tab and release the authorization if the customer uses another form of payment.

You can see a report showing each open tab transactions, including the clerk/server it is associated it, the sale and tip amount with the total at the end. Here is how to access the report:

1. Choose menu icon (☰)
2. Choose Reports
3. Choose Open Tab Report

Yes Tip Adjust allows you to update tip amounts after a transaction is completed, making it ideal when tips are added on the receipt. All transactions must be adjusted before settlement.

Follow the steps below to add a tip from a receipt:

1. Choose Tip Adjust from the main screen
2. Find and choose the transaction you want to update
3. Enter the tip amount and press Confirm
4. Review the transaction details and press Yes, then press Confirm to complete the tip
5. You will now see the updated tip reflected in the transaction details

Note:

• If you attempt to settle your batch with unadjusted transactions, you will be prompted to confirm whether you want to proceed. If you choose Yes, the system will automatically add a $0 tip to any transactions not adjusted and settle the batch
• Tip adjust is not supported for PIN debit, EBT/food stamps or MOTO transactions.

Yes, we have a report for both adjusted and unadjusted transactions. Here is how to access them:

1. Tap the three lines ☰ at the top left of your screen
2. Choose Reports
3. Choose Adjusted Transactions or Unadjusted Transactions

If you have set up Clerk users, there are three 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/server including the tip percentage and number for each sale with the totals at the end
• Clerk/Server Summary Report: This report shows you an overview of the total number of sales, sale and tip amount for each clerk/server
• IRS Tipping report: This report shows the transactions performed by each registered clerk/server including the tip percentage and number for each sale with the totals at the end

To access these reports:

1. Choose the three lines ☰ on the top left of the screen
2. Choose Reports
3. Choose Clerk/Server Detail Report or Clerk/Server Summary Report or IRS Tipping report

Manually closing a batch ensures all authorized transactions are finalized and sent for processing to be funded. If auto-settlement is not enabled or if you need to close the batch manually, follow these steps:

1.  Choose Settlement from the Main Menu
2. Tap Yes to proceed when prompted
3. The terminal will display Downloading Host Totals, Please wait: No action needed
4. Once the open batch details appear (card details, amounts, and total), tap Confirm
5. The terminal will connect to the host and print the settlement report
6.  On the approval screen, tap Continue to complete the settlement

Your batch is now closed and settled. You will be funded shortly.

Click here to watch a video tutorial 

Auto-settlement allows your dx8000 to automatically close open batches at a set time each day, so you don’t have to do it manually. This keeps your transactions flowing smoothly and ensures you get funded on time. Set your preferred settlement time in just a few steps:

1. Tap the three lines ☰ on the top left of the screen
2. Swipe up and choose Settings
3. Enter your Username and Password, then press Confirm
4. Choose System
5. Choose Auto Close
6. Enter your preferred settlement time in a 24-hour format (e.g., enter 2300 for 11 PM) and press Confirm

Note: Entering 9999 will disable auto settlement.

Click here to watch a video tutorial 

You can reprint a receipt for any transaction in your current open batch. Here’s how:

1. Tap the three lines ☰ at the top left of your screen
2. Choose Reprint Receipt
3. Find and choose the transaction you need
4. Choose Print Receipt
5. When prompted, choose OK to print the customer copy
6. You will return to the main menu when printing is complete

Click here to watch a video tutorial

With your DX8000 you can print different types of reports to keep track of your transactions and settlement such detail report, clear batch report, summary report, settlement report and more. Follow these steps to print a report:

1. Tap the three lines ☰ at the top left of your screen
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

Click here to watch a video tutorial 

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. Tap the three lines ☰ at the top left of your 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.

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.

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. Choose the three lines ☰ on the top left of the screen
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.

Click here to watch a video tutorial

If you need to adjust the font size for better readability or to fit more details on a receipt, follow these steps:

1. Choose the three lines ☰ on the top left of the screen
2. Swipe up and tap Settings
3. Enter your Username and Password, then tap Confirm
4. Choose Receipt and Report
5. Scroll up to find Receipt Font Height or Reports Font Height
6. Tap the option you want to change, choose your preferred font size, then tap Confirm


Tip:

• Condensed font helps fit more text on a receipt
• Normal font is the standard size for easy reading

Click here to watch guide here

Follow these steps to update the header or footer on your receipts:

1. Choose the three lines ☰ on the top left of the screen
2. Scroll up and go to Settings
3. Enter your Username and Password, then tap Confirm
4. Go to the Receipt and Report tab
5. Choose the header or footer number you want to update, then tap Confirm

Click here to watch guide here

If your DX8000 becomes unresponsive, a quick reset can help:

1. Remove the back cover of the terminal
2. Take out the battery and wait a few seconds
3. Check if the screen turns off completely
4. Reinsert the battery and turn the terminal back on

Try the following steps:

1. Verify your power and cable connection.
2. Check if the Wireless Terminal is properly seated on the base.
3. Try connecting charging cable into directly into device.

Still not working? Contact our support team at: 1-888-886-8869 for further troubleshooting

If your DX8000 encounters a communication error, follow these steps:

1. Restart your terminal: a simple reboot can resolve many issues
2. Check your Wi-Fi connection: Go to your Wi-Fi settings and ensure the terminal is connected. If using 4G remove the sim card and reinsert it
3. If the issue continues, forget the network and reconnect
4. Perform an EMV download to refresh system connections

Still not working? Contact our support team at: 1-888-886-8869 for further troubleshooting