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Chase Mobile Checkout How-to Videos

Have a quick question about Chase Mobile Checkout? Check out our short how-to videos and get the answers you need right away. Expand the sections below for videos and help. Watch how-to videos for tablets



  • Make sure you have a supported smartphone model and operating system (OS).
  • Contact the Chase Mobile Checkout Sales team at 1.800.365.6616 to set up your account and request the shipment of a card reader device. Once your account is set up, you'll receive separate emails containing your user name and your password.
  • Download the Chase Mobile Checkout application.
  • Connect the credit card reader you received from Chase Paymentech to your device.
  • Open the application on your mobile device, and log in with the user name and password provided by Chase Paymentech via email. Some additional steps may be required to authenticate your account.

  • Unfold the audio plug on the reader, select the rubber stabilizer that best fits your smart phone and insert the stabilizer into the slot on the card reader. Place the reader with the stabilizer on the phone and insert the audio plug into your phone's audio jack. Make sure the plug is inserted all of the way until it clicks.
  • If you're using the Apple® iOS operating system version 7 or higher, when you launch the app for the first time, it will prompt you to enable access to your microphone port. This is necessary to swipe cards properly.
  • When a card is swiped, the light turns off for a moment or two. Successful card swipes are indicated with a green light for two seconds. Unsuccessful card swipes are indicated with a red light for two seconds, meaning you should try again, enter the card number manually or use another payment method. On-screen messages in the app also let you know the status of your swipe.
  • The credit card reader comes with a USB cable, which should be plugged in to both the reader and a power source (such as a computer) to charge the reader's battery. When the reader is recharging, the indicator light will flash yellow and green. When the battery needs to be recharged, the indicator light will be red for two seconds.
  • The reader should be put away and charged when not in use.

As a Chase Mobile Checkout user, you may have access to other Chase Paymentech online tools. If so, you'll receive emails (for iTerminal, Paymentech Online or Resource Online) that provide more information about those solutions and how to access them. Your login credentials should be identical for all of your user accounts.

iTerminal allows you to use a computer to process card-present payments through a browser-based application, using either a supported standard PC card reader or PIN pad.

Our reporting solutions, Paymentech Online and Resource Online, let you use your computer to access payment processing data and reports via a web browser. Small business users also get access to the Instant Dashboard – immediately view your daily sales and settlement figures with your electronic statement only a click away.

Individual user access is determined by your merchant account administrator.


In the Chase Mobile Checkout app's User Preferences section:

  • You can change various transaction settings, such as:
    • Adding reference numbers to your transactions
    • Enabling the prompting of card verification codes
    • Setting up tax rates or tip percentages
    • Turning on discounts
    • Changing the nickname that displays on the signature screen
    • Updating the product catalog

These settings are specific to a particular device, not the user's online account.


  • On the Payments home screen, tap Sale.
  • Enter the sale amount or tap Add Items from the Product Catalog (if applicable).
  • Tap Continue.
  • Swipe the card through the reader and/or enter the cardholder account information using your smartphone's keypad. Tap Continue.
  • Present the smartphone to the customer, who should tap Sign and then use either a stylus or their finger to sign for the transaction. After signing, the customer can hand the smartphone back to you.
  • Tap Authorize to finish and a confirmation screen displays.
  • Enter the customer's email address or mobile number to send a digital receipt and then tap Done.
  • A final confirmation screen displays after the receipt has been sent. Tap Home to return to the Payments home screen.

A settlement operation is used to close out the current batch of transactions and open a new batch. You don't need to settle your batch manually – Chase Mobile Checkout automatically settles for you at 11:30 p.m. EST every day.

To view detail for submitted batches

  • Tap the Reports icon.
  • Tap Settlement Reports.
  • Tap either Settlement to view batch detail or Funding to look at a complete listing of funding events and account fees.

To view detail for specific transactions:

  • Tap the Reports icon.
  • Tap Transaction Reports.
  • Tap either Transaction Summary for specific transaction detail or Sales Overview for a day-to-day sales summary.

Note: If you're not using Chase Mobile Checkout for transaction processing, then your sales totals will not be available in the app.


Voids are intended to allow you to "undo" a transaction, in the event of a customer accidentally being undercharged, overcharged or changing their mind. Voids attempt to release the hold on the customer's card and can only be performed on transactions that have not been batched and submitted for processing.

A refund allows you to return all or a portion of a transaction amount to the cardholder and should be performed on transactions that have been batched and submitted for processing. Chase Mobile Checkout understands the differences between a void and refund, and therefore, the options that display on-screen are flexible based on the transaction and amount.

To look up and select a previous transaction to perform a refund/void:

  • From the Transaction Summary screen, tap Reports.
  • In the Transaction Reports area, tap Transaction Summary.
  • Tap the appropriate transaction in the list that displays. Or, you can tap the Calendar icon and select a date range to search.
  • If the transaction is in your open batch, you can tap Void to prevent the transaction from being submitted for payment.
  • If the transaction has already been submitted for payment, you can tap Refund to issue a credit to the cardholder.
  • Present the smartphone to the customer for their signature.
  • Tap Authorize and complete the standard transaction process.

To refund a customer a specific amount:

  • From the Payments home screen, tap Refund.
  • Swipe the card, enter the amount and tap Continue.
  • Present the smartphone to the customer for their signature.
  • Tap Authorize and complete the standard transaction process.
  • If the transaction has already been submitted for payment, you can tap Refund to issue a credit to the cardholder.
  • Present the smartphone to the customer for their signature.
  • Tap Authorize and complete the standard transaction process.

  • To request the setup of additional users, please call Chase Mobile Checkout Support at 1.866.428.4967.
  • To ensure the security of your sensitive data, this can only be completed by the account contact Chase Paymentech has on record.

If you are having technical trouble and would like help from a member of our Chase Mobile Checkout Support team, call 1.866.428.4967.

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.

The products and services featured in these videos are for eligible Chase Paymentech customers only. Terms and conditions apply, including geographic limitations on where the product and service may be used. For more information, please visit www.chasepaymentech.com and www.chasepayentech.ca.