Using Your Smart Terminal Device
Get details on updating Smart Terminal settings and enabling software updates.
Equipment support topics
Get answers to the questions most frequently asked by business owners like you.
Device settings allow you to make adjustments to your Wi-Fi, Battery, Display, and Accessibility configurations. They tend to be related more to the hardware and apply only to that specific terminal.
Merchant Settings include the configuration of your Receipts, Tips, Taxes, Discounts, Reference Codes, and other helpful transaction settings. These settings, along with your Catalog, are shared across all your terminals and Chase Payment Solution products.
- After charging your terminal, turn it on by pressing and holding the power button on the right side. The Chase Payment Solutions screen will be displayed when the device has started.
- Enter the manager code:
- Swipe down from the top of the screen
- Tap on the Operator item listed
- Type in the default manager code 9 9 9 9 9 9 and tap ENTER
- You'll be returned to the launcher screen
- From the launcher screen, tap the Settings button. Then tap Wi-Fi to connect to your wireless network
- Exit manager mode by swiping down from the top of the screen and tapping the Manager item listed.
The Smart Terminal should remember a previous network, so once you set up the wireless networking settings you shouldn't need to again. If your network settings have changed, or you have changed locations, then you'll need to access the networking configuration settings.
You'll be prompted to set the terminal's time zone during the first time you sign in. If at a later time you need to adjust, contact our customer support team for assistance at 888-659-4961.
At this time, only English is supported.
To provide maximum battery life, the terminal is set to sleep after 5 minutes of idle time and shut down after 2 hours of idle time. You can adjust these to better suit your needs.
- Load the device settings from the launcher screen:
- Choose Settings
You can return to the launcher screen from the app by choosing the Android "home" button, the circle at the bottom of the screen.
- Choose Settings
- Choose Display from the Settings menu
- Choose Advanced and adjust the Sleep, Suspend, and Poweroff times as best fit your environment.
Sleep – idle time until the terminal goes into a reduced-power mode by turning off the screen.
Suspend – idle time until the terminal enters a low-power mode. This value can't be less than the sleep idle time.
Poweroff – idle time until the terminal will automatically power down.
- Return to the launcher screen by once again hitting the Android "home" button.
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 Smart Terminal App.
The terminal address is automatically set. It was established from the merchant address information recorded during your original onboarding process, to the Chase Business Complete Banking (CBCB) or Chase Payment Solutions account. This information can't be seen or changed from the Smart Terminal.
You can call the support team who can help you update the address on the terminal. This will also change what address is displayed on your receipt.
- Locate the printer door at the front of the terminal, open the door using the latch and drop the tray down.
- Load the new paper roll with the paper feeding around the back of the roll and out the top. The paper roll slides back in the printer housing.
- Close the printer door with the paper feeding out the top. The paper should be pinched between the top of the door and printer housing – it shouldn't be fed through the rollers.
- Gently open the printer cover latch
- Carefully pull the roll of thermal paper out of the terminal
- Find and remove the jammed or damaged paper
- Reload the roll of thermal paper into the terminal, ensuring the printing-side of the paper will feed out facing the operator
- Close the printer cover by pressing on the center of it
- Use the serrated bar to tear off excess paper
When a new version of Smart Terminal software is available, it'll be downloaded and installed automatically during power up or whenever the terminal isn't in active use.
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 Smart Terminal devices provided by XAC are fully PCI PTS 5.x with SRED compliant.
Warranty replacements and returns are handled through our partner and details are provided on their website.