Office Depot Merchant Services Mobile Application User Guide

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Table of Contents

Product Overview ... 3

Downloading Office Depot Merchant Services Application ... 4

Welcome Emails ... 5

Create New Account Office Depot Merchant Services ... 6

Account Sign-In - Office Depot Merchant Services Application ... 7

Finalizing the Office Depot Merchant Services Application setup ... 7

Office Depot Merchant Services Application Settings – Merchant Settings ... 8

Finalizing the Office Depot Merchant Services Application setup – Receipt Setup ... 9

Settings Menu- Office Depot Merchant Services Application ... 10

Connecting Card Reader ... 11

Processing a Sale ... 12

Sending an Email Receipt ... 14

Transaction History ... 15

Voids and Refunds ... 16

Office Depot Merchant Services Online Portal ... 18

Navigation ... 18

Landing Screen / Transaction List ... 19

Receipt Settings ... 21

Gateway Settings ... 22

Manage Devices ... 23

Your Profile ... 24

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Product Overview

Office Depot Merchant Services is a Transaction Express mobile application that turns an Apple or Android device into a credit card terminal. It’s a state-of-the-art, secure way for merchants to grow their business in all new directions, and it’s FREE to download from the iTunes App Store and the Google Play Store.

 Perfect for anyone with an on-the-go workforce

Contractors

Caterers

Field management providers (i.e.: plumbers, roofers, etc.)

Salons

 Merchants can accept credit cards anywhere:

In the field

Trade shows

Outdoor events

School functions

 Free download from iTunes App Store and the Google Play Store  Processes Visa, MasterCard, Discover, and Amex, plus signature debit  Transactions are fast, convenient and secure

 Merchants can e-mail receipts, store customer contact information, and use geo-location mapping technology

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Downloading

Office Depot

Merchant

Services

Application

1. In the Apple App Store or Google Play Store, search for Office Depot Merchant Services.

2. Office Depot Merchant Services – Powered by TransFirst LLC should return. 3. Select Free / Install to initiate the app download.

User may be prompted to enter their Store password. Supply password and select Ok.

4. End User License Agreement will display and must be accepted before use of the Office Depot Merchant Services application is allowed. Read and Accept the EULA to proceed.

5. Continue to the Create New Account instructions on Page 6.

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Welcome

Emails

Four Emails will be received during the Office Depot Merchant Services account activation process:

 Transaction Express Welcome Email

 Transaction Express Activation Alert

 Office Depot Merchant Services Portal Welcome Email

 Merchant Processing Electronic Welcome Kit

The following information received in these emails will be needed to finalize account setup:

Merchant Number: This is included in both the Transaction Express Welcome Email and the Transaction Express Activation Alert.

Gateway ID: This is included in both the Transaction Express Welcome Email and the Transaction Express Activation Alert.

Registration Key (RegKey): This will be included in the Transaction Express Activation Alert

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Create

New

Account

Office

Depot

Merchant

Services

Some initial configuration is needed to begin the Office Depot Merchant Services mobile application account set up process. If the Office Depot Merchant Services application is being launched for the first time:

 Select Create New Account o Supply First Name o Supply Last Name

o Supply Email Address (this will be the Username used to access the application and portal) o Supply Phone Number o Supply Password o Confirm Password  Select Create Account

Once Create New Account is completed, a Welcome Email will be delivered to the email address provided with instructions on how to access the Office Depot Merchant Services online portal. Using the online portal is discussed later in this document.

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Account

Sign-In -

Office

Depot

Merchant

Services

Application

Once the initial Office Depot Merchant Services mobile application configuration is complete:

 Select Sign In to access the account

o Supply Username (email address used during setup) o Supply Password

 Application will launch

Android Login Apple Login

Finalizing

the Office

Depot

Merchant

Services

Application

setup

After Logging in to the Office Depot Merchant Services application, the Settings menu will display. The page being displayed will highlight in red at the bottom of the application screen:

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Office

Depot

Merchant

Services

Application

Settings –

Merchant

Settings

Select Merchant Settings to finalize the Office Depot Merchant Services mobile application configuration. The following 3 fields will need to be entered in order to connect to the Transaction Express gateway account associated with the processing account:

Merchant ID – Received in the Transaction Express Welcome Email.

Gateway ID – Received in the Transaction Express Welcome Email.

RegKey – Received in the Transaction Express Activation Alert. Select Save after providing all values. This configuration

is only required upon first time setup. Logging in to an existing account on a new device will auto-populate this information on the new device.

Merchant ID: This is the merchant account number which is associated to this account.

Gateway ID: This is the Transaction Express gateway ID which was assigned.

Registration Key: This is the RegKey which is associated to the Transaction Express gateway ID. The RegKey is Case Sensitive.

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Finalizing

the Office

Depot

Merchant

Services

Application

setup –

Receipt

Setup

Receipt configuration and DBA configuration is accomplished in the Office Depot Merchant Services online portal. Visa and MasterCard have data requirements for emailed receipts. The customer receipt must include (but not limited to) the following pieces of information to meet compliance rules:

Business Name is the DBA Business name on the merchant account being used.

Address Line 1 & 2 shows the DBA address for the merchant account being used.

City is the DBA city on the merchant account being used.

State is the DBA state on the merchant account being used.

Postal Code is the DBA zip/postal code on the merchant account being used. *Country is also required but is added automatically and cannot be changed

These fields are completed in the My Profile section of the Office Depot Merchant Services online portal.

Select Save Changes to save all address information to the online portal.

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Settings

Menu-

Office

Depot

Merchant

Services

Application

Device ID: This value is assigned to the device once activated on the Office Depot Merchant Services application.

Merchant Settings: This is where the following information will be configured:

o Merchant ID o Gateway ID o Registration Key o Test Mode (on/off)*

Default Description: This is required for all mobile transactions. This can be updated on a transaction by transaction basis if needed.

Tips: This allows for Tips to be enabled and a default Tip % to be set. This amount will be added to all sales by default and can be adjusted on the Signature screen on a transaction by transaction basis if needed.

Card Reader: This is where the card reader being used with the application

Passcode: This enables a Passcode for the application which must be entered when the application is launched.

Note: Gateway ID and RegKey will be included in the Activation Alert received from Transaction Express.

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Connecting

Card

Reader

On the Purchase screen, a message will indicate if a card reader is connected to the device:

Card Reader not connected:

Card Reader connected:

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Processing

a Sale

Select the Purchase icon at the bottom of the application in order to initiate a Purchase:

This will route to the Purchase screen as shown here: To process a Purchase:

 Enter an Amount

 Update Description if needed

 *Enter Invoice Number

*Invoice Number can be viewed as the Customer Reference ID in Transaction Express

Select Continue to navigate to the next screen and complete the transaction.

To add Card Information:

 If Reader is attached, swipe the card

 If no Reader is attached, enter the following information: o Name on Card

o Card Number o Expiration Date

o *Security Code – CVV2/CVC/CID o *Zip Code

o *House Number (Street Address)

* Security Code, Zip Code and House Number are required on keyed transactions. Select Signature to capture a signature for the transaction and to finalize the purchase.

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If Accept Tips is on, Tips can be adjusted on the signature screen (left). If Accept Tips is Off, Tips will not display on the signature screen (right). The Tip Percentage can be adjusted with the - / + provided

Select Charge to submit the transaction for authorization. A response screen will display

with the status of the transaction:

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Sending

an Email

Receipt

There are two ways to email a receipt from the Office Depot Merchant Services application.

 The first is supplying an email address on the transaction response screen and selecting Send Receipt.

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Transaction

History

Access Transaction History by selecting the History icon at the bottom of the application to access the Transaction History for the device being used:

The History Detail will provide a list of transactions which have been processed through the Office Depot Merchant Services application on this device.

Once a transaction is selected, it can be Voided (if same day), Refunded (if next day) or an additional receipt can be emailed.

In order to resend a receipt for a transaction, scroll down on the Transaction Detail screen. The original email address for the sale will be retained, but can be changed to the desired email address.

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Voids

and

Refunds

Voiding or Refunding a transaction occurs by accessing the transaction in the History Details list.

Access Transaction History by selecting the History icon at the bottom of the application to access the Transaction History for the device being used:

 Select the transaction you would like to Void or Refund.

o Voids are processed same day, before a transaction is settled. A Void is always for the full amount of the transaction. Altering the amount on a Void will result in an error message.

o Refunds are processed after a transaction is settled, usually the next day.

 Select the Void / Refund option under the amount

Once Void / Refund is selected, an amount box will display.

 For a Void: Enter the full amount of the transaction (the full amount will default in the Void/Refund box)

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Select Refund to issue a Void or a Refund.

Once a Refund is processed, a Refund amount will be visible on the Transaction Detail screen for that transaction.

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Office Depot Merchant Services Online Portal

Navigation

The left navigation bar will display on all screens and is the primary navigation tool for the Office Depot Merchant Services online portal.

Transactions will display all transactions which have been processed through the Transaction Express account used to configure the Office Depot Merchant Services application.

Receipt Settings will allow a user to configure the receipt settings for the account.

Gateway Settings is where the Merchant account and Gateway settings are configured.

Manage Devices will display all active devices associated to the Office Depot Merchant Services account.

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Landing

Screen /

Transaction

List

The landing screen of the portal will display all transactions which have been processed through the Transaction Express account used to configure the Office Depot Merchant Services application.

The paging tool at the bottom of the page allows the user to navigate through the pages of reported transactions.

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Action Column:

Selecting the magnifying glass in the Actions column will allow a user to view the details of a transaction. Transactions processed through the Office Depot Merchant Services mobile application will display the geo-location details and signature in addition to the standard transaction information.

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Receipt

Settings

The Receipt Settings page is where receipts are configured for the Office Depot Merchant Services mobile application.

Time Zone – This is the time zone which will display on receipts.

Merchant – If specified, this email address will be sent an email notification for every order. Multiple email addresses may be specified and separated with a comma.

BCC - If specified, this email address will receive a copy of all receipts. Multiple email addresses may be specified and separated with a comma.

Reply To - This is the email address which will populate on sent emails if Reply is selected.

Show Map – This setting will toggle the map display on receipts.

Receipt Header – This field allows a custom header which will display on all receipts.

Receipt Footer - This field allows a custom footer which will display on all receipts.

Sample Receipt:

o Show in Popup will create a sample receipt in a popup window to be reviewed.

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Gateway

Settings

The Gateway Settings page is where all gateway configuration information is stored. If the account was activated on the mobile device, this information will be present upon login. If the account is set up in the online portal first, device configuration will still be needed.

Gateway – Transaction Express should be selected.

Gateway ID – This is the Transaction Express Gateway ID which was received in the Transaction Express Welcome Email.

Merchant ID – This is the Merchant ID number which was received in the Transaction Express Welcome Email.

Registration Key – This is the RegKey which was received in the Transaction Express Activation Alert. This value is case-sensitive.

Confirm Registration Key – Re-enter the RegKey in this field.

The Test Settings button can be selected to validate the Gateway ID and RegKey combination entered are valid.

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Manage

Devices

The Manage Devices page will display all devices which have been activated on the Office Depot Merchant Services account.

Devices can be deactivated and reactivated on this screen. Deactivated devices will not be able to log into the Office Depot Merchant Services mobile application as long as the device remains deactivated.

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Your

Profile

Your Profile will display the information used to initially set up the Office Depot Merchant Services account. This profile information should match the Doing Business As name and address on the merchant account as this information will display on all emailed receipts.

Email Address is the Email used to log into both the Office Depot Merchant Services mobile application and the Office Depot Merchant Services online portal.

Business Name is the DBA Business name on the merchant account being used.

Address Line 1 & 2 shows the DBA address for the merchant account being used.

City is the DBA city on the merchant account being used.

State is the DBA state on the merchant account being used.

Postal Code is the DBA zip/postal code on the merchant account being used.

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