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This quickstart guide has been designed to
help you start taking payments on the move.
To make the most of your new card reader and
application, please refer to the accompanying
Mobile Point of Sale (mPOS) Manual for
further details.
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Payment Tapping this icon takes you to
the payment screen
History Tapping this icon takes you to
the transaction history
Settings Tapping this icon takes you to
the settings screen
Information Tapping this icon takes you
to the information screen
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STEP 1 REQUIRED INFORMATION
Thank you for participating in the Friendly User
Trial. Please refer to the Welcome Email you
received for the following information.:
Links to download the App
Activation Code
Merchant PlN
Staf PlN
You will need these codes to activate
your mPOS device and App. lf you have not
received the information above, please contact
Swiff Support at friendlyusertrial@swiffpay.com
47?89714
STEP 2 APPLICATION DOWNLOAD
As part of this packet you will be provided with
links, depending on the type of mobile device you
will be using, to App Store / Android Market.
Navigate to the appropriate link with the device that
you will be using to accept payments, (i.e. App
Store for any iOS device) and download the
payment App. Search "Swiff EMV".
Please ensure that you download the correct
Application the incorrect App will not
recognize your Swiff Account.
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STEP 3 CARD READER TEST
You are strongly advised to test your card reader
before activating the App as this will isolate any
potential fault to the reader.
Tap the 'Payment' lcon to take you to the
payment page.
lnsert the jack on the card reader into the relevant
port on your mobile device.
lf the card reader uses the audio jack on your
device, please ensure that the volume on your
device is turned up to the maximum.
STEP 3A CARD READER TEST
Once the card reader is
inserted into the mobile
device, the Tap to Read tab
turns orange.
Orange indicates that the
reader and your device
are synchronizing.
Green indicates that
synchronization is
completed.
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STEP 4 MAGNETIC STRIP CARD
READER TEST
Tap the Swipe button.
Swipe the debit or credit card
across, in the direction shown
by the arrow in the fgure, with
the Card's Magnetic Strip
towards the back of the reader.
On successfully reading the card,
the reader flls the felds on the
screen, showing the Cardholder's
name, the card number (with the
last 4 digits only showing) and
the expiry date.
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STEP 5 CARD READER TEST RESULT
lf the Card Reader Test is not successful, please
contact your Swiff Support team at
friendlyusertrial@swiffpay.com.
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STEP 6 APP ACTIVATION
Tap on the 'Settings' lcon
at the bottom of the App
Screen.
Enter your Activation Code
in the box and tap the
Activate button.
An Activation Successful
pop-up will appear.
STEP 6.A APP ACTIVATION
lf the Pop Window states that the Activation is not
successful, please contact your Swiff Support
team at friendlyusertrial@swiffpay.com
-:1835 /500,83/
STEP 7 CHANGE SETTINGS
To add extra felds or to
change any of the viewed
settings, tap on the Edit
button and enter your
Merchant PlN.
The various functions
can be turned ON/OFF
to suit your business
needs.
Hit Save in the top
right corner once your
changes are complete.
Please note that if the
"Tax" functionality is
enabled, you will need
to enter your local tax
rate. This tax rate will be
automatically calculated
and applied to all
transactions while the
functionality is ON.
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STEP 8 TAKE A CARD PAYMENT
Enter the amount and
description (optional)
of the transaction you
wish to process.
STEP 9 SWIPE / DIP THE CARD
Ensure that the Card
Reader is attached to the
mobile device and the
Tap to Read tab is green.
Repeat step 4 as
appropriate to the card
reader device. Card data
can be entered manually
as well.
Tap on the Signature panel.
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Please note that if you
would like to take a
cash transaction,
selecting the "cash"
option will record the
transaction in your
transaction history, but
will not actually
"process" anything.
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STEP 10 CAPTURE A SIGNATURE
Having tapped on the Signature panel on the
payment screen the Signature Capture screen
appears.
Once the Cardholder has signed on the screen, tap
on Done to continue.
STEP 11 CAPTURE A SIGNATURE
You will return to the
payment screen here and
the image of the signature
will appear.
Enter the 'Staf' PlN. lf
your customer requires
a receipt, enter the email
address or mobile number
(optional).
Tap on the 'Next' button.
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STEP 12 TRANSACTION PROCESSING
Once 'Next' has been
tapped, the mobile device
will send the transaction
data for processing. The
screen, left, will be shown.
Processing usually take
3 5 seconds depending on
your network connection.
STEP 13 A TRANSACTION APPROVED
A new screen will appear
if the transaction is
Approved, along with the
transaction data.
Tap the OK button to end
the transaction and return
to a new, blank, payment
screen.
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STEP 13 B TRANSACTION DECLINED
lf the transaction is declined,
a new screen will appear.
Tap on the OK button
to return to a new, blank,
Payment screen.
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STEP 14 SEARCH FOR THE TRANSACTION
YOU WANT TO VOID
Tap on the History icon (as
shown in the fgure leftj.
Search for the transaction
that you wanted to void.
Tap on the transaction to start
the void process.
STEP 15 VIEW TRANSACTION DETAILS
A new screen will
provide the details of the
transaction.
Tap on the Void button
to continue with the void
process.
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STEP 16 SWIPE/DIP THE CARD
Repeat step 4 to the card
reader device.
The void amount is flled
automatically. Enter the
'Staf' PlN. lf the customer
requires an eReceipt, enter
his email address or mobile
number (optional).
Tap the Void button to
proceed with the void
process.
STEP 17 VOID PROCESSING
Once Void has been
tapped, the mobile device
will send the transaction
data for processing. The
screen, left, will be shown.
Processing takes 3-5
seconds depending on
your network connection.
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STEP 18 A VOID APPROVED
A new screen will provide
notice of a successful void,
along with the transaction
data.
Tap on the OK button
to end the transaction
and return to Transaction
History screen.
STEP 18 B VOID DECLINED
lf void is declined, a new
screen will provide a notice.
Tap on the OK button
to return to Transaction
History screen.
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STEP 19 VIEW TRANSACTION HISTORY
A new record with a
negative amount and
marked with Void
successful is added to the
Transaction History screen.
The original transaction
record is marked as Void.
Tap the Export button if
you want to export all the
transaction history (in
excel format).
STEP 20 EXPORT TRANSACTION HISTORY
Enter your email address
and tap the Send button.
You can view the fle using
any software that supports
excel format.
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STEP 21 VIEW TRANSACTION HISTORY
Tap on the History icon (as
shown in the fgure leftj.
Search for the transaction
that you wanted to Refund.
Tap on the transaction to
start the refund process.
Note that a refund can only
be performed on settled
transactions. If the
transaction has not been
settled, perform a Void.
STEP 22 VIEW TRANSACTION DETAILS
A new screen will provide
the details of the Settled
transaction.
Tap the Refund button to
continue with the refund
process.
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STEP 23 SWIPE/DIP THE CARD
Repeat step 4 to the card
reader device.
Enter the refund amount.
Enter the 'Staf' PlN.
lf the customer requires an
eReceipt, enter his email
address or mobile number
(optional).
Tap the Next button to
proceed with the refund
process.
STEP 24 REFUND PROCESSING
Once Next has been
tapped, the mobile device
will send the transaction
data for processing. The
screen, left, will be shown.
Processing will usually take
3-5 seconds depending on
your network connection.
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STEP 25 A REFUND APPROVED
A new screen will provide
notice of a successful
refund, along with the
transaction data.
Tap on the OK button
to end the transaction
and return to Transaction
History screen.
STEP 25 B REFUND DECLINED
lf the refund is declined, a
new screen will appear.
Tap on the OK button
to return to Transaction
History screen.
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STEP 26 VIEW TRANSACTION HISTORY
The original transaction
record will be marked as
Refund.
Tap on the Export button
if you want to export all the
transaction history (in excel
format).
STEP 27 EXPORT TRANSACTION HISTORY
Enter the email address
and tap on the Send
button.
You can view the fle using
any software that supports
excel format.
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STEP 28 VIEW TRANSACTION HISTORY
Tap on the History icon
(highlighted in blue, fgure
left).
Tap on the Settle button
that is located at the top
right corner. The 'Settle'
option is only available if
you have a terminal
capture based system.
STEP 29 SETTLEMENT CONFIRMATION
A confrmation screen is
displayed awaiting your
input.
Tap on the Yes button
to proceed with the
settlement process.
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STEP 30 SETTLEMENT PROCESSING
Once Yes has been
tapped, the mobile device
will send the transaction
data for processing. The
screen, left, will be shown.
Processing time depends
on the number of fles to
settle and also on your
network connectivity
speed.
STEP 31 SETTLEMENT SUCCESSFUL
A new screen will provide
notice of a successful
settlement.
Tap on the OK button
to end the transaction
and return to Transaction
History screen.
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STEP 32 VIEW TRANSACTION HISTORY
Settled transactions are
marked as Settled in the
Transaction History screen.
Tap on the Export button
if you want to export all the
transaction history (in excel
format).
STEP 33 EXPORT TRANSACTION HISTORY
Enter your email address and
tap the Send button.
You can view the fle using
any software that supports
excel format.
Friendly User Trial *+,,-#(.
friendlyusertrial@swiffpay.com