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Chase Mobile Checkout How-to Videos

View the Merchant FAQs.                  Download the Chase Mobile Checkout User Guide (PDF).

Have a quick question about Chase Mobile Checkout? Check out our new How-to Videos and get the answers you need right away. Expand the sections below for videos and help on Chase Mobile Checkout.

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  • Make sure you have a supported smartphone model and operating system (OS).
  • Contact the Chase Mobile Checkout Sales team to set up your account and request the shipment of a card reader device. Once your account is set up, you'll receive separate emails with your user name and your password.
  • Download the Chase Mobile Checkout application from Google Play or Apple App Store℠ onto your mobile device.
  • Connect the credit card reader you received from Chase Paymentech to your device.
  • Open the application on your mobile device, log in with the user name and password provided by Chase Paymentech via email. Some additional steps may be required to authenticate your account.

  • Unfold the audio plug on the reader, select the rubber stabilizer that best fits your smart phone and insert the stabilizer into the slot on the card reader. Place the reader with the stabilizer on the phone and insert the audio plug into your phone's audio jack. Make sure the plug is inserted all of the way until it clicks.
  • When the Chase Mobile Checkout application is opened to the card entry screen, ensure the phone's audio is set to the maximum volume. The reader's indicator light will turn green to let you know that the reader is sufficiently charged and ready to swipe.
  • When a card is swiped, the light turns off for a moment or two. Successful card swipes are indicated with a green light for two seconds. Unsuccessful card swipes are indicated with a red light for two seconds, meaning you should try again, enter the card number manually or use another payment method. On-screen messages in the app also let you know the status of your swipe.
  • The credit card reader comes with a USB cable, which should be plugged in to both the reader and a power source (such as a computer) to charge the reader's battery. When the reader is recharging, the indicator light will flash yellow and green. When the battery needs to be recharged, the indicator light will be red for two seconds.
  • The reader should be put away and charged when not in use.

As a Chase Mobile Checkout user, you may have access to other Chase Paymentech online tools. If so, you'll receive emails for iTerminal, Paymentech Online or Resource Online that provide more information about those solutions and how to access them. Your login credentials should be identical for all of your user accounts.

iTerminal allows you to use a computer to process card-present payments through a browser-based application, using either a supported standard PC card reader or PIN pad.

Our reporting solutions, Paymentech Online and Resource Online, let you use your computer to access payment processing data and reports via a web browser. Small business users also get access to the Instant Dashboard – immediately view your daily sales and settlement figures with your electronic statement only a click away.

User access is determined by your merchant account administrator.

In the Chase Mobile Checkout app's User Preferences section:

  • You can change various transaction settings, such as:
    • Adding reference numbers to your transactions
    • Enabling the prompting of card verification codes
    • Setting up tax rates or tip percentages
    • Configuring electronic merchant receipt settings
    • Setting sales goal alerts for number of transactions or sales amounts
    • Updating the product catalog
  • Tap More, to set or change your Merchant Nickname, which displays on the customer signature screen.

  • On the Payments home screen, tap Sale.
  • Enter the sale amount or tap Add Items from the Product Catalog (if applicable).
  • Tap Continue.
  • Swipe the card through the reader and/or enter the cardholder account information using your smartphone's keypad. Tap Continue.
  • Present the smartphone to the customer, who should tap Sign and then use either a stylus or their finger to sign for the transaction. After signing, the customer can hand the smartphone back to you.
  • Tap Authorize to finish and a confirmation screen displays.
  • Enter the customer's email address or mobile number to send a digital receipt and then tap Done.
  • A final confirmation screen displays after the receipt has been sent. Tap Home to return to the Payments home screen.

A settlement operation is used to close out the current batch of transactions and open a new batch. You don't need to settle your batch manually – Chase Mobile Checkout automatically settles for you at 11:30 p.m. EST every day.

To view detail for specific transactions:

  • Tap the Reports icon.
  • Tap Transaction Reports.
  • Tap either Transaction Summary for specific transaction detail or Sales Overview for a day-to-day sales summary.

To view detail for submitted batches

  • Tap the Reports icon.
  • Tap Settlement Reports.
  • Tap either Settlement to view batch detail or Funding to look at a complete listing of funding events and account fees.

Voids are intended to allow you to "undo" a transaction, in the event of a customer accidentally being undercharged, overcharged or changing their mind. Voids attempt to release the hold on the customer's card and can only be performed on transactions that have not been batched and submitted for processing.

A refund allows you to return all or a portion of a transaction amount to the cardholder and should be performed on transactions that have been batched and submitted for processing. Chase Mobile Checkout understands the differences between a void and refund, and therefore, the options that display on-screen are flexible based on the transaction and amount.

To look up and select a previous transaction to perform a refund/void:

  • From the Transaction Summary screen, tap Reports.
  • In the Transaction Reports area, tap Transaction Summary.
  • Tap the appropriate transaction in the list that displays. Or, you can tap the Calendar icon and select a date range to search.
  • If the transaction is in your open batch, you can tap Void to prevent the transaction from being submitted for payment.
  • If the transaction has already been submitted for payment, you can tap Refund to issue a credit to the cardholder.
  • Present the smartphone to the customer for their signature.
  • Tap Authorize and complete the standard transaction process.

To refund a customer a specific amount:

  • From the Payments home screen, tap Refund.
  • Swipe the card, enter the amount and tap Continue.
  • Present the smartphone to the customer for their signature.
  • Tap Authorize and complete the standard transaction process.
  • If the transaction has already been submitted for payment, you can tap Refund to issue a credit to the cardholder.
  • Present the smartphone to the customer for their signature.
  • Tap Authorize and complete the standard transaction process.

  • Remember the card can be swiped in either direction (left to right or right to left), but the magnetic stripe should be directly in contact with the little silver tab nestled inside the reader slot.
  • Remember to plug in the audio plug all the way. If your phone case prevents the plug from fully connecting, you may benefit from using a headphone jack extension cable or removing your phone case.
  • Remember to turn your smart phone's audio volume up as high as it can go. This volume should be verified while the app is displaying the card entry screen, to ensure the appropriate volume setting has been adjusted.

  • To request the setup of additional users, please call Chase Mobile Checkout Support at 1.866.428.4967.
  • To ensure the security of your sensitive data, this can only be completed by the account contact Chase Paymentech has on record.

If you are having technical trouble and would like help from a member of our Chase Mobile Checkout Support team, call 1.866.428.4967.

If you have a question about fees or need general support for your existing processing account, you can call Chase Paymentech Merchant Services at 1.888.886.8869.

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