Sage Mobile Payments Credit Card Reader PPT #1

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What is Sage Mobile Payments?
Convert your smart phone or tablet into a highly secure and
convenient “use anywhere” credit card terminal.
Available for use on more than 40 smart devices, Sage Mobile
Payments is a leading secure payment solution that uses endto-end encryption and meets all PCI requirements. iPhone,
iPad, iPod Touch, BlackBerry and Android to name a few.
Keep more of your hard-earned cash
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No monthly service fees
Competitive Rates: 2.1% for all credit card transactions (plus $.07/trans for all downgrades)
Funds deposited in your bank account in 2-3 business days with no arbitrary limits
Going Mobile with Sage Mobile Payments Means More Business; More Security
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Get authorization in seconds - no need to write down payment information
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View the customer receipt for verification and capture the customer’s signature on touch screen devices
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Email Receipts - Email message buyers receipts directly from your phone
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Complete SAGE branded user interface and solution – Sage Mobile Payments comes bundled with a low cost
merchant account making it quick and easy to get up-and-running with mobile payments
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Secure Credit Card Reader supports more smart phone types than all of the competition including iPhone3, iPhone4,
iPad, Ipod touch, Droid and BlackBerry
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PCI compliant device: The Sage Mobile Payments card reader is an industry leading, end-to-end encrypted device
which eliminates electronic card skimming devices from stealing credit card data
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Ultra Secure means you can trust that all of your transaction data is encrypted before it leaves your smart device.
Absolutely no personal data is retained on your device
Requirements to use Sage Mobile Payments
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Compatible device- Sage Payments mobile application (free) AND swipe reader (G2
OR G3X)
– Confirm compatibility of application AND swipe supported device listhttp://devices.roamdata.com/device-center/index2.php
– Your swipers are G3X
– iPhone, Android, Blackberry OS6/OS7
– iPad, Android tablet (list of supported tablets)
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A Sage Mobile Account (welcome email with link to register at new Sage branded portal
www.mysagemobile.com)
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Minutes after registration you will receive confirmation with your username and password
that you created during the registration process (Activation codes are no longer
necessary)
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A data plan on the device
– Must have a way to connect to the internet from the phone
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A card swipe reader device provided by Sage
– Without card swipe device, card information is entered manually and “card present”
rates are not utilized
– Sage Payments Mobile application downloaded free from Itunes, Android
Marketplace or Blackberry appworld
Step
by
Step
user
setup
process
The steps are as follows:
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Following SPS’ importing of troop setup spreadsheet, within 4 business
days
SPS sends a mobile welcome email that includes a link, click or
copy/paste url into internet browser.
Register the smart device and user info, click submit. When you are
prompted for last 4 digits of social security or tax id, input 9999 OR 1111
Within minutes after registration you will receive confirmation with your
username and password that you created during the registration
process
Download Sage Payments app (free) from ITunes app store, the
Android Marketplace or the Blackberry Appworld
Click/select the Sage Payments app icon on the smart device, then
enter user id/password for Sage Payments, plug in swipe device and be
sure the audio volume is set to max and the phone. Confirm the phone
is not on mute to start accepting cc.
SPS Mobile Support 8am-12am est M-F, 8am-8pm est Sat/Sun
1-888-477-8570 or email mobilesupport@sagepayments.com
How Does it Work?
1. Download the Sage Payments mobile app
• Available FREE from the iTunes app
store, Android marketplace and
Blackberry Appworld
2. Log in with your username and password
created at registration
3. Plug the Sage Mobile Payments Credit
Card Reader into the phone audio jack
(G3X pictured here)
4. Turn the audio jack volume to maximum
5. Start accepting credit cards
Registration email sample
Agenda
• Sage Mobile Overview
• How does it work?
• Customer Experience & Demo Apple, BlackBerry and
Android
• Adding users through the online management portal
• FAQs, Phone Compatibility, & Additional Resources
Download the Application
 Download the FREE Sage Payments mobile
application
• Available from the iTunes store, Android
marketplace and Blackberry Appworld
1. Select the “App
Store” icon
2. Search for
“SAGE PAYMENTS”
3. Select “Free”
then Install
4. Select the icon
to run
Set up and Processing a Transaction –
iPhone, iPad, Android & Blackberry
REMINDER: Since the device runs through the audio jack, please
remember to set volume to MAXIMUM level when using
Enter Username and
Password **Notice the
first time you log in the
Username and
password is on the
top and the bottom**
Application Launch
NOTE: After you log in the first time the application will display username and password on the left and
the right. If it is on the left and the right someone has tried to log in to the application before. If this is
the first time you are logging in delete the application and reinstall it.
Press continue to
Change password
and set default settings
Set up and Processing a Transaction (cont.)
Prompted to change
password
Select Save
Confirmation
Set up and Processing a Transaction (cont.)
Set functionality
Requirements by
Checking appropriate box
and select Save.
(NOTE: do not select Sales Tax
or Tipping!)
Defaults to credit sale
Key in sale $ amount
(remember cookies are $4.00
per box)
Select Continue
Setup and Processing a Transaction (cont.)
Confirmation of
Total sale-Select
Continue
Optional Data capture
Fill in customer data or
select Skip
Select “Swipe Card” icon and swipe
Credit Card-card information will
Populate and hit submit payment.
Manually entered sales require CVV
Number (3 digits)
Setup and Processing a Transaction (cont.)
Card Authorization
Upon approval a
Receipt will be
generated
Optional Signature Capture featureHit Done and transaction is complete
When enabled, signature is required
Before you can proceed
Agenda
• Sage Mobile Overview
• How does it work?
• Customer Experience & Demo
• Adding users through the Online Management Portal
• FAQs, Phone Compatibility, & Additional Resources
Online Management Portal
www.mysagemobile.com
Adding Additional Users
1. Via the internet go to www.mysagemobile.com
2. Use the User ID and
Password you created during
your account setup to login to
the Merchant Service Center
Note: You will use
the same User ID
and Password to
log in to Sage
Payments Mobile
on your phone.
3. To add users:
•Select “My Account” on the
welcome screen.
Add-A-Line
Click “Add-A-Line” to
add additional users
Add-A-Line
Fill out the User Form and
click “Create Subline”
You will see the lines that are active
on your account in this menu
Additional Resources
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Online via www.mysagemobile.com
Same user name and password-this ties the app to any compatible device and
access to the portal. Reprovisioning is no longer required. Must be new
install of app.
What is the purpose of mysagemobile.com site?
This is the site where users can add additional lines, view reports and data
about their transactions and change information regarding their account. It is
basically the administration piece to the Mobile puzzle plus
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Sage Mobile Swipe supported device list-VERIFY APP AND SWIPE DEVICE
IS COMPATIBLE
http://devices.roamdata.com/device-center/index2.php
Demo: http://www.youtube.com/watch?v=fzd748fAtQs
Customer Support:
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By phone-SPS Mobile Support
8am-12am est M-F
8am-8pm est Sat/Sun
1-888-477-8570
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Email – mobilesupport@sagepayments.com
Agenda
• Sage Mobile Overview
• How does it work?
• Customer Experience & Demo
• Adding users through the Online Management Portal
• FAQs, Phone Compatibility, & Additional Resources
• Appendix
FAQs
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How does Sage Mobile work?
Sage Payments mobile works the same way any credit card processing system would; your
customer gives you a credit card number, you key it in or swipe the card. If the sale is authorized,
the funds are transmitted electronically from your customer’s bank to your bank and you email a
receipt to your customer
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What credit cards can I accept with Sage Mobile
You can take all major card brands; Visa, MasterCard, and Discover. American Express is also
available-pricing and account provided by American Express.
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Can I accept debit cards?
If your customer has what is called a “signature debit card” or a check card, you have everything
you need to process. PIN based debit cards/transactions are not supported.
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Can more than one person use a single Sage Mobile User ID at the same time?
No, but you will be able to add additional users through your online portal as necessary. Each
user has separate access to payment processing.
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Can How much data does a credit card transaction use?
Less than one email size.
FAQs cont.
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Can the merchant access the original receipt from a transaction already processed
on-line?
– Yes. Complete history is available both in the Sage Payments application on the smart
device and from the online portal www.mysagemobile.com
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How does the customer “sign” the receipt for the card Transaction?
On a smart phone/tablet with a touch screen, the customer simply signs their name on
screen with their finger. If the device uses a stylus pen this can be used as well. When
enabled, signature is required to proceed.
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Please note: all accounts must be checking only - no savings accounts
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IF you have devices without phone numbers such as IPOD touch and IPAD, please fill in phone
number with all 9s (or any number such as home phone, etc.), if prompted during setup.
Agenda
• Sage Mobile Overview
• How does it work?
• Customer Experience & Demo
• Adding users through the Online Management Portal
• FAQs, Phone Compatibility, & Additional Resources
• Appendix
BlackBerry Device Instructions
The BlackBerry app world may need to be
downloaded to your phone if so:
From your mobile browser, download from
www.blackberry.com/appworld
OR
Visit http://us.blackberry.com/apps-software/appworld/download.jsp
and enter an email address that’s integrated with your
BlackBerry smart phone and click submit to have a download link
sent to your phone’s email inbox Click on the link in the email
and follow the instructions
**Blackberry OS6 and OS7 are the only versions
supported.
BlackBerry cont….
• From your BlackBerry device, open your ROAM Data
welcome email and click on the BlackBerry App World
icon in the email. This will launch BlackBerry App
World and take you to the download page for Sage
Mobile Payments. Alternatively, you can open
BlackBerry App World on your handset and search
“Sage Payments”
• Download and install Sage Mobile Payments to your
BlackBerry handset
• Log-in using your credentials and you are ready to
begin accepting card payments
BlackBerry cont….
Downloading SMP for BlackBerry 6.0
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Open your Internet Browser on your PC
Please click on the link to download the application :
https://appworld.blackberry.com/webstore/content/64695?lang=en
Click on Download
Enter your Blackberry Username and Password
Download the Sage Mobile Payment application and Click on Run and your Blackberry
desktop software will open up on your PC.
Connect your phone using your USB cable to Synchronize and Backup your information to
prevent the loss of your contacts and/or applications.
The application would be transferred from your PC to your Blackberry phone.
After the process has been completed you would be prompted to disconnect your mobile
phone.
You will see the application from Sage Mobile Payments in your downloaded folder in your
Blackberry.
Open the application and proceed with log in.
BlackBerry cont.
If you are experiencing some challenges with Sage Mobile
Payments, please visit the KNOWLEDGEBASE within
the SPS self service portal for answers to your specific
issue or any other industry related questions.
Download