PayAnywhere and Phone Swipe.

Transcription

1 Training Guide

2 PayAnywhere and Phone Swipe. Accept Visa, Mastercard, American Express, Discover and PayPal. Ability to connect printer, cash drawer, and barcode scanner. Works with Apple ios and Android devices. 1. Inventory Build an item library complete with photos, 2. Barcode scanning Scan items with a barcode scanner to 3. Split payments Accept multiple forms of payment 4. Receipts , SMS, or print modifiers, multiple prices, discounts, tips, and quickly add to inventory or the cart. with split tender functionality. itemized receipts. taxes. Manage and track stock of each item Merchants will be required to upgrade their apps to PayAnywhere and Phone Swipe version

3 PayAnywhere Inside and Phone Swipe Inside. inside.payanywhere.com inside.phoneswipe.com Activity Sales See account activity at any given time compare sales by date, see what items are selling, and more. 2. Deposits Easy access to viewing details of funding deposits. 3. Reports Run and download reports, such as Flash and Product Sales reports. 03

4 PayAnywhere Inside and Phone Swipe Inside. inside.payanywhere.com inside.phoneswipe.com Business 1. Employees Add Cashiers to accept payments on a merchant s behalf. Custom roles and permissions coming soon Customers Manage customers and export a list for marketing campaigns. 3. Transactions Keep an eye on transactions and send or print additional copies of receipts. 04

5 PayAnywhere Inside and Phone Swipe Inside. inside.payanywhere.com inside.phoneswipe.com The PayAnywhere and Phone Swipe apps sync with PayAnywhere Inside and Phone Swipe Inside. Add and edit items, categories, modifiers, and discounts. Library Enter and manage stock on items to start tracking items sold. 05

6 Hardware. PayAnywhere Storefront Phone Swipe Accessories Offer a free 10 tablet and stand with builtin credit card reader to accept traditional magstripe cards and EMV chip cards. Offer a free credit card reader to accept traditional magstripe cards. Add on a printer and cash drawer. Purchase a compatible Bluetooth barcode scanner from a retailer like Amazon.com (Socket Mobile 7Ci CX Scanner) 06

7 The PayAnywhere Storefront program.

8 Open pricing. NAB Settled Global Settled Boarding Use the PayAnywhere Storefront apply site. Through ELAP using Simplified Enrollment or a traditional paper app. Set up profiles with monthly volume fees* as low as $35. An optional transaction fee can be added on qualified, mid-qualified, Discount Frequency Daily. Daily or monthly. and non-qualified transactions. Choose from additional options in the surcharge tables. Funding Next day funding for all transactions processed before 5pm ET. Standard 2 day or next day funding for all transactions processed before 5pm ET. Statements Retrieved only through PayAnywhere Inside. PayAnywhere Inside for activity and statements for processing fees. MID Sequence xxxxxx xxxxx Pricing Qual Rate: 1.69% Mid Qual Rate: 2.69% Non Qual Rate: 3.69% + $0.19 You are free to mark up qualified rates and add a transaction fee at your discretion. Choose from a series of surcharge tables. Price any way you want on our Standard or Freedom programs, just like you would on a traditional VX terminal. *NAB Settled 08

9 Other fees. Monthly basic service fee $12.95 Chargeback $25.00 Retrieval $15.00 NSF $25.00 Annual PCI fee $79.00 Optional monthly printer rental $8.95 Optional monthly printer & cash drawer rental $13.95 Cancellation fee from 3-year agreement $0.00 Visa FAN $0.00 Network access $0.00 Batch header $0.00 Brand usage $0.00 *NAB Settled 09

10 Industry-leading compensation. Earn residuals Paid to you at qualifying split. $1,000 Bonus per merchant 1.5% conversion bonus up to $1,000. $200 Upfront bonus Paid upon activation. 10

11 Enrolling on NAB Settled PASF. To create a custom NAB Settled profile in the Agent Info Center, select the PA Tablet Profile from the menu bar highlighted in orange. Remember to hit save! *NAB Settled 11

12 ELAP. Log into ELAP and choose PA Tablet Application from the dropdown. *NAB Settled 12

13 ELAP. Just fill in the three merchant fields, choose the PA tablet default profile or one of the custom tablet profiles you created. Click Send . *NAB Settled 13

14 Submitting Global PASF merchants. Reminder! For merchants you want to enroll and price as you have been in the past, keep doing what you re doing. The enrollment process only changes if you want to price deals like a traditional VX terminal on the Standard or Freedom programs. To submit a Global PayAnywhere Storefront merchant: 1. Generate a Global Payments MID like you normally would in ELAP. 2. Select either the white or black tablet from the equipment dropdown. 14

15 Submitting Global PASF merchants. 3. Once you have selected either the white or black option, you can select the printer or printer/cash drawer options in the printer dropdown. Make sure you always select Free to Merchant and NAB to Deploy. 4. Select your surcharge table. Feel free to select ANY pricing method! 5. Free equipment can be placed on the Standard or Freedom programs, just like a traditional VX series terminal. 6. Once you validate you are ready to submit the app, a pop-up will appear with next day funded already selected. All you have to do is confirm!* *The next day funding selection cannot be altered. All applications will be submitted with next day funding requested. Once the application is reviewed by Underwriting, a final decision will be made to approve the MID with NDF. If approved with or without NDF, the MID sequence will remain xxxxx. 15

16 The Phone Swipe program.

17 Phone Swipe pricing. Two unique pricing options make Phone Swipe the only payments solutions versatile enough for any and all types of merchants. Custom Pricing (Option A) Bill to merchant in addition to the Standard Free Merchant Placement Requirements that are available on the Agent Info Center. Fee Equal to or greater than Monthly Phone Swipe gateway fee (cost to rep $9.95) $14.95 Per item surcharge* $0.05 Additional devices (per add l device) Monthly Phone Swipe gateway fee (cost to rep $4.95) $4.95 Shipping & processing fee $19.95 Fee Amount Qualified (Card present retail & check card blended) 2.69% Pay-As- You-Go (Option B) With next day funding and all cards one rate. Downgrade surcharge 0.80% + $0.19 MOTO (Keyed) 3.49% + $0.19 Transaction fee $0.00 Statement fee $0.00 Monthly minimum (cost to rep $0.00) $0.00 Shipping & processing fee (per device) $

18 Bonuses on every deal. Don t forget, regardless of the pricing option you and your merchants decide, you ll receive a bonus! Pay-As-You-Go will earn you $50. Custom priced merchants will earn you up to $1,000 per merchant. 18

19 Agent Info Center. Create a custom profile in Agent Info Center for each desired pricing option. Mark the account as Active. Enter the qualified rate, transaction fee, and tier from the surcharge table. Remember to hit save! 19

20 ELAP. Log into ELAP and choose Phone Swipe Application from the dropdown. 20

21 ELAP. Just fill in the application, click the Save button, then click Send Merchant Click Here I Agree button to send the Get Started . 21

22 Get started . A click-here-i-agree will be sent to your merchant. 22

23 Simplified Enrollment. Upon clicking the link in the your merchants will land on a login page where they need to create a username, password, and confirm the business zip code you entered. Note, the username and password will be used as their login to PayAnywhere/Phone Swipe Inside. 23

24 Simplified Enrollment. Upon creating a new username and password your merchants will land on the All about you page where they will enter Principal information. Upon clicking Save and Continue they will move on to the Your business page where they will need to enter their business information. 24

25 Simplified Enrollment. The merchant will then need to enter their banking information so we know where to send their deposits. 25

26 Simplified Enrollment. Once all the fields have been completed, the merchant can review the confirmation page and agree to the terms and conditions. Upon submitting the application they will hit a thank you page. 26

27 Marketing materials. 27

28 Talk to us. For sales partners Contact your account specialist For PayAnywhere Storefront merchants Call Live chat available payanywhere.com/faq For Phone Swipe merchants Call Live chat available phoneswipe.com/support 28