Wind River Financial iprocess Setup Guide for Android Devices

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Wind River Financial

iProcess Setup Guide for Android Devices



iProcess account setup

– 2



Installing iProcess on your Android device

– 3



Configuring the iProcess app

– 8



Attaching the iProcess card reader

– 10



Processing a sale

– 12



Processing a void or refund

– 16



Common Questions

– 18

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For help, contact NMI support at 800-617-4850

iProcess Account Setup

1. Once your iProcess account is set up by Wind River Financial, you will receive 2 emails containing your Username and Password. You will need these when you initially set up the iProcess app on your Android device.

PLEASE NOTE: Each app download will result in an additional monthly fee. It is

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Installing iProcess on your Android device

2. If you have not yet installed the iProcess app, locate the Google Play Store icon on your Android device’s Home Screen or App Drawer.

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For help, contact NMI support at 800-617-4850 4. Type “iProcess” into the search bar and

tap the blue magnifying glass icon on your virtual keyboard.

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For help, contact NMI support at 800-617-4850 6. Tap the green “Install” button at the

top of the app’s Play Store page.

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For help, contact NMI support at 800-617-4850 8. Your Android device will download and

install the iProcess app. When it is finished, tap the “Open” button.

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For help, contact NMI support at 800-617-4850 10. After setting the device Nickname, tap

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Configuring the iProcess App

11. You are now in the iProcess settings screen. Tap the “Username” button to enter your iProcess Username. This Username can be found in the email from Wind River Financial that is shown in step 1 of this guide. When you have finished typing your Username, tap the “OK” button.

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For help, contact NMI support at 800-617-4850 13. You must then establish your own

“Application” or “Lock Screen”

Password for opening the iProcess app for enhanced security. To set a

Password for opening the iProcess app, tap “Enable Lock Screen”. Choose a Password you can remember. This is completely independent of the Password discussed in Step 12. You will need to enter this Password every time you open the app. When you have finished typing your chosen Password in both fields, tap the “Continue” button.

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Attaching the iProcess card reader

15. Next, tap the “Choose Swipe Device” option.

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For help, contact NMI support at 800-617-4850 17. Make sure that the “Enable Swiper”

option is checked

18. Plug your IPS encrypted card reader into the 3.5mm audio jack on your Android device. If you use a case with your Android device, you may need to remove it in order to properly seat the card reader. Make sure the reader is fully inserted before continuing. It should click when it is completely plugged in. Note that since the reader uses your audio jack, your phone’s sound will be disabled while the reader is attached.

NOTES:

 For the best performance, you should turn up the volume on your device when using your encrypted card reader.

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Processing a sale

19. When you are finished, tap the “Back” button on your android device. You will be presented with the iProcess app’s main screen. To process a sale, tap the green “Sale” button. Do Not Use the Red Credit Button. This button is not enabled on your app!

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22. Your customer will be prompted to sign for the transaction. Have your customer write his signature in the white box using his finger. Ask your customer to tap the green “Approve” button when finished.

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Processing a void or refund

25. To void a pending authorization or refund a settled transaction, tap the blue “History” button from the iProcess app’s main menu. Do not use the red “Credit” button. For more information on why the red “Credit” button should not be used, see Common Questions at the end of this document.

26. Locate the transaction you would like to void or refund and tap it.

 Void will cancel a pending authorization. No money will change hands. Use this button if possible.

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27. The app will display details about the transaction. If the transaction has not settled yet, you will have the option to void it. If the transaction is settled, your only option is to process a refund. To void or refund the transaction, tap the green “Options” button and tap “Void.” If the void button is not available, choose “Refund” instead.

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Common Questions

1. Where can I find more help?

a. More help is available within the iProcess app itself. Once the app is installed on your device, open it and tap the blue “Help” button on the main screen.

2. Do I have to open the Google Play Store every time I want to run the iProcess app?

a. No. Once the iProcess app is installed on your device, you can launch it by tapping the iProcess icon on your device’s Home Screen or App Drawer.

3. What if I cannot find the Google Play Store on my Android device?

a. The vast majority of Android phones and tablets can access the Google Play Store to download apps. Some Android devices, such as the Amazon Kindle Fire, do not have access to the Google Play Store. These devices will not be able to download and use the iProcess app.

4. Can I run a credit by tapping the large red “Credit” button from the iProcess app’s main menu? a. No. The red “Credit” button is for processing non-referenced credits, and is disabled for

security reasons. Running credits only from the transaction history helps protect your money and your business.

5. Can I use the iProcess app in areas with no cellular data connection or Wi-Fi?

a. No. In order to use the iProcess app with your Android device, you must have either a Wi-Fi connection or a cellular data connection. Transactions will not be accepted if your device is not connected to the internet.

6. Can I type in a credit card number instead of swiping a card?

a. To protect your customers and your business, you should not. The card reader is

encrypted and prevents readable card data from entering your Android device’s storage and memory. If you manually type a credit card number into the iProcess app, it will not be encrypted. Having unencrypted credit card data on your Android device, however briefly, is a serious security risk.

7. The iProcess app is giving me an error message. What’s wrong?

a. If the iProcess app gives an error message while trying to process a transaction, the most common problem is poor cellular or Wi-Fi signal. For example, the errors “Host Name in Cetificate Didn’t Match,” “Invalid Transaction ID/Object ID,” and “Unable to resolve host (secure.nmi.com)” can all be caused by problems with your data

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Additional Features Available with NMI iProcess Mobile

Your NMI iProcess Mobile account includes features that you can use by logging on to the NMI website.

 Log on to NMI:

o www.nmi.com

o Click on the blue Merchant login button in the upper right corner of the home page.

 Enter your Username and Password (the same ones used in Step 11 and 12).

 Click Login.

Designated Auto-Settle Time

Your transactions will settle automatically each day. The default auto-settle time is 7:00pm CST. To adjust your designated auto-settle time:

 Click on Settings.

 Click on Settlement Schedule.

 Adjust the time in the drop-down window.

 Click on Update Settlement Schedule.

o Please note, your Visa, MasterCard and Discover transactions will be deposited into your checking account 2 business days after the batch settlement date.

Additional Users

Your Primary NMI iProcess Mobile account Username is set up by Wind River at the time your NMI iProcess Mobile account is set up. If you will have multiple mobile users processing transactions, you will want to establish a separate Username for each User. The Username will appear in the transaction detail in your reporting and may be used for tracking purposes. To set up additional Usernames:

 Click on Settings

 Click on User Accounts

 Click on Click Here To Add A New User Account

 Complete the required fields (flagged with red asterisks)

 Click on Create User

The new User will receive an e-mail from the NMI site, providing a link for them to click on to be routed to the NMI site and establish their own password. They will assign their Username and Password when they download the NMI iProcess Mobile app onto their mobile device.

PLEASE NOTE: Each additional app download will result in an additional monthly fee.

NMI iProcess Mobile Passwords:

 Must be between 8-32 characters

 Must include a number and a letter

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Manage Your Monthly Fees

If you are no longer using the NMI iProcess mobile app on a mobile device, you may eliminate the monthly support fee assessed for that device, by deactivating that mobile device:

 Log on to NMI (see page 19)

 Click on Settings.

 Click on License Manager

 On the Mobile Devices tab, click on the Device Deactivation icon in the Action column for the device you are no longer utilizing

Batch Settlement Report

With every settled batch via your NMI iProcess mobile account, you will receive an e-mail, providing your batch totals. To view detail of your batches:

 Click on Reports.

 In the Transaction Snapshot section, establish the timeframe for the batches you want to view using the Start Date and End Date fields. Click Submit.

 Your batch settlements will be listed by date and batch number on the left, with the batch net total on the right.

 Click on the magnifying glass to the left of the batch date, then View These Transactions to view the individual transactions in that batch.

o You may then click on the transaction ID to view details for that transaction. o If you have downloaded the iProcess app on multiple mobile devices and have a

Wind River Financial iprocess Setup Guide for Android Devices