Manage Your Smart Terminal Device

Your Smart Terminal can only be used with 1 Chase Business Complete Banking  or 1 Chase Payment Solutions deposit account.  You’ll be asked to choose this account when you sign in to your Smart Terminal for the first time.

Your Smart Terminal is optimized for POS-related functions and as such is a closed environment. Therefore, you can't download generic Android apps to your Smart Terminal.

Additional users can be added to the Smart Terminal by adding Authorized Users to your account in the Chase.com Access and Security Manager.

 

 

You can remove or update user access at any time through the Access and Security Manager for all your Smart Terminal user accounts.

 

In the Chase Mobile app, tap the profile icon on the top of the screen, then select the Settings tab, and Security settings.

1. Under Access and Security Manager, select add user or assign rights to add profiles and/or manage access
2. Select add authorized user
   • Confirm the activation code
   • Provide details of the authorized user. Ensure mobile access is selected; failure to do so will not allow access to QuickAccept.
   • Confirm authorized user details. The authorized user will receive an email to set up their profile

1. In the Systems Administrator view, select the Chase Business Complete account then the access level of “transact only” or “See activity and transact.”
2. Select QuickAccept and indicate the channel for which you are trying to grant access – Accept payments Chase Smart Terminal and/or See & refund transactions on Chase Smart Terminal.
3. Select Next to complete the addition. The sub-user will receive email instructions on how to create their Chase profile and can begin accepting payments through your QuickAccept account.

If you settle into a Chase Business Banking account:

 

Smart Terminal payments completed before 8 PM Eastern Time Sunday through Friday will be deposited into your Chase Business Checking account by 12 AM Eastern Time.

 

Smart Terminal payments completed before 8 PM Eastern Time on Saturdays will be deposited into your Chase Business Checking account by 7:30 AM Eastern Time Sunday morning. 

 

Any Smart Terminal payments completed after the daily cut off time will be deposited the next day.

 

If you settle into a 3rd Party account:

 

All Smart Terminal payments will be deposited the next day.

Yes. The deposit limit is evaluated on a regular basis, and may be raised or lowered at any time, based on your payment history.

 

If you would like the deposit limit adjusted outside of the normal monthly evaluation, you can submit a request by following the link and filling out the form.

1. Enter email address
2. Choose General Account Questions
3. Fill in any additional details

Chase will notify you of the dispute via email. You can also view the dispute on the Chase Merchant Dashboard.

 

When a customer disputes a charge made on their card, the bank that issued the card credits the cardholder, and the payment brand credits the issuing bank. The disputed amount is temporarily deducted from your next settlement while the claim is being reviewed. If there are not enough funds in your next settlement, the amount is deducted from your settlement bank account.

View the status of your dispute on Chase Merchant Dashboard in your online account. You'll receive an initial email notification informing you of the dispute details. Carefully review the information contained in the notification email, particularly the dispute type. You may be given the option to contest or concede the dispute. If you accept responsibility for the dispute, choose Concede. The funds will not be returned to your settlement bank account

No, currently Smart Terminal is only available to clients with a social security number.

 

If you used an ITIN to open your CBCB account, you won't be able to use QuickAccept at this time. If you have already processed a transaction, please open a Support Ticket for assistance.

The Smart Terminal is to be used for U.S.-processed transactions, and is not supported outside of the United States.

At this time, merchants using Smart Terminal can process international credit cards using the Swipe, Dip, or Tap methods of entry on the Smart Terminal. For manual entry transactions, only cards with a U.S.-based billing address can be used.