How do I use my ProcessNow mobile swiper?

Here is a quick guide to the main functions of your ProcessNow mobile swiper:

1. In app (Process Now Mobile)
   1.  Transactions
      1. Select Purchase
      2. Select an item you have created or select ‘+item’
      3. When selecting ‘+item’ input the item name and price
      4. Select Continue to get to the next screen
      5. Select Continue again to get to the Card screen
      6. Swipe the card if you have a swiper or key in the card #, address and zip code
      7. Select signature
      8. Have the customer sign on the phone and select Charge
      9. If the customer wants an emailed receipt put in their email and select Send Receipt Option
   2. Voids (refunding transactions from the same day)
      1. To void a transaction go to History
      2. Find the transaction to void and select VOID (Void option can take a few minutes to appear)
   3. Settings
      1. Make sure the card reader is set to Shuttle (unless the swiper has Process Now written on it)
      2. You can update tax and default description is settings
      3. Download items and transaction history in settings

2. Online Portal (https://Mobile.processnow.com)
   1. Reports
      1. Select View Transactions to view reports – you can export to excel or PDF
      2. NOTE – Reports DOES NOT show description of items only basic transaction info and device name
   2. Device name
      1. Under manage devices you can assign each individual device a name to identify transactions ran on that phone
   3. Adding products
      1. Under manage products you can add products that can be transferred to the phone for easy transacting
   4. Changing email
      1. Under manage users you can change the email address and password for logging in
   5. Changing receipt info
      1. Under Merchant/Transaction settings you can update info such as email address where receipts are sent and the receipts themselves

If you need additional assistance, please feel free to call us at 408-295-8360.