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For detailed instructions and images, please review the iTerminal Device Setup Guide (PDF).
MagTek® Card Reader:
NBS® 7100 PIN Pad:
Epson® ReadyPrint™ T20 Thermal Receipt Printer:
Note: If more than one device is used for a single Merchant ID, then please read the iTerminal Device Setup Guide (PDF) for further instructions. You must also contact your account executive or a sales representative to request an additional Terminal ID, if this was not established during account setup.
Note: A temporary, single-use password will be sent to the registered email address for the user account. You'll need to establish a new password the next time you log in.
Note: To enter purchasing or commercial card information, click the PURCHASING CARD DATA tab (credit sale and refund only).
A settlement operation is used to close out the current batch of transactions and open a new batch.
Note: Debit and gift card transactions cannot be manually settled and will be automatically settled at 5 a.m. EST.
The iTerminal professional payments solution offers several reports that help you view details and summaries for your transactions. Generating a report is a two-step process: first, you create either an open batch or historical report, then you visit another place in the application to "pick up" the reports you've created each day. You can access more of your payment processing data in our proprietary online reporting solutions.
To view detail in an open batch:
Note: You may need to disable any pop-up blocking features to continue, and you may have to wait for your report to finish processing and be complete before you can retrieve it.
To view detail for a closed batch (already settled):
Note: Historical credit card batch data is available for up to six months.
Compared to processing a refund, a void allows you to cancel a transaction in your current (open) batch, which lets your customer retain their funds and can save you on transaction fees.
To void a transaction, you need to search for the specific transaction in your open batch.
If you need further assistance and would like help from a member of our Advanced Product Support group, contact iTerminal_Support@ChasePaymentech.com or call 1.800.503.1132.
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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