Smart Terminal Device Activation | Chase Payment Solutions | Chase.com

2022-08-13 12:52:56 By : Ms. Tina Wang

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Whatever your businesses size or industry, we offer checking solutions that are built to meet your needs, support your vision, and keep you moving forward.

Get answers to the questions most frequently asked by business owners just starting out with Smart Terminal.

How do I activate my terminal?

The short answer is, power on your terminal, then choose a wi-fi network and associate merchant account. The longer answer is below.

Setting up the terminal to connect to your wireless network

It is recommended that you run a test transaction. The first transaction allows the terminal to complete its configuration, this can take slightly longer and ensures everything is setup and ready for your customers.

If you experience any trouble processing this first transaction, please reach out to our support team for further assistance.

My Wi-Fi network isn't displaying as a choice on the Smart Terminal Activation screen.

Check with your local Wi-Fi administrator to verify the Wi-Fi name and password.

Nothing happened when I pressed the "power up" button on my terminal.

Your Smart Terminal may not be fully charged. Ensure your Smart Terminal is properly connected to a power source. To power on the device, you will need to hold the power button for about 5 seconds. You should hear a slight click as the printer turns on. If you continue to have this issue, please contact the Chase Smart terminal support team at 1-888-659-4961 for further assistance.

How can I manage receipts?

You can configure merchant receipts to be printed and/or emailed.

What are my options for tips?

This removes the presentation of the tip request from the transaction.

This provides custom or preset tip options during the transaction.

This enables tips on the printed receipt, including the option to present tip suggestions.

NOTE: Choosing this option will force a printed receipt during a transaction. It'll also delay transaction completion for up-to 24 hours to permit Tip Adjustment. Transactions will auto-complete immediately on “Add tip” entry.

Are there ways to adjust tax rates?

Yes. We enable setting up multiple tax rates to allow flexibility for those merchants crossing tax boundaries or offering products or services from different tax categories.

Yes. You can configure multiple preset discounts options to be available during a sales transaction.

Can I add reference codes to sales?

Yes. This allows a user to optionally enable or require a 40-character, alpha-numeric, text field allowing merchants to capture additional information along with the transaction. Can be used to track specific events, reconcile invoices, or just capture additional sale details.

You can manage your reference code configuration directly within the Smart Terminal App. Here are the steps: 

Merchant receipts are currently available to be printed (default) or to be emailed to the merchant account owner.

The merchant details displayed on the receipt, including the merchant name and address are pulled from the merchant account details. Smart Terminal Printed receipts will also allow including an additional Business name just for receipts and a setting to include or suppress the merchant's business street address.

Can I configure the terminal to disable tips, add tips on screen or on a receipt?

Using the navigation menu, choose the Settings menu option. This will load the merchant settings menu.

Choose Tips menu option (to disable tip requests from being presented to the customer, choose off)

Choose how you would like to present the tip request

Note: Customers have 24 hours to adjust or add to their tip amounts before they are auto captured.

How do I set up tips on screen?

How do I set up tips on a receipt?

Most often used in sit-down restaurant settings, this presents the tip as a written amount on the payment receipt. Tip suggestions can be enabled and up to three options can be provided.

Can I see recorded tip amounts within a chosen date-range, by users and/or card brands?

Choose option from the menu

On screen report is shown. A printed report can be generated through the receipt printer.

You can filter by a date range of 48 hours.

Provide refunds of settled transactions for up to 60 days.

The sales activity list allows you to filter and finds a transaction to review or take further action.

Resend a receipt directly from the Transaction detail screen within the Smart Terminal app

Sales activity – use search function to display the specific transaction detail screen

Resend – tap the resend button at the bottom of the transaction screen

For questions about your Smart Terminal, contact our customer support team at 888-659-4961.

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