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Help Using Chase Mobile Checkout on a Tablet


Chase Mobile Checkout Tablet with EMV

Have questions about Chase Mobile Checkout on a tablet? Check out our short How-to, FAQs and Reference Guides, and get the answers you need right away. Click on the tabs below.

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Online Tutorials:

How to Get Set Up for Chase Mobile Checkout

  • Make sure you have a supported tablet model and operating system (OS).
  • Minimum compatibility requirements to use Chase Mobile Checkout with the eDynamo card reader:
    • Mobile device using iOS 8.0
    • Bluetooth Low Energy 4.0
  • Contact the Chase Mobile Checkout Sales team at 1-800-365-6616 to set up your merchant services 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.
  • Pair the card reader you received from Chase to your tablet.
  • Open the application on your tablet, and log in with the user name and password provided by Chase via email. Some additional steps may be required to authenticate your account.

How to Activate Your Account – New Users

Chase Mobile Checkout with EMV, login screen
  1. Log on with your User Name and the System-generated, single-use - Temporary Password.
  2. You will be prompted to create a new Password.
  3. Next, since this is the first time you have logged in from this device, you will be prompted to receive an identification code via your mobile number or email address on file. Enter the Identification Code on the Log On screen and tap the Log On button.
  4. Once you receive the credit card reader from Chase, you need to Pair the reader with your mobile device.

If your account is validated and your reader has been paired, you can proceed to the Payments home page screen to start accepting payments!

After you have completed the Account Activation Process, you will only need to enter your User Name and Password to Log On to Chase Mobile Checkout

Pairing Your Mobile Device

Minimum compatibility requirements to use Chase Mobile Checkout with the eDynamo are an iPad using iOS 8.0 and Bluetooth 4.0. The 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 battery. The card reader’s battery requires approximately three hours to fully charge. The General Status LED light will blink green while charging, and then switch to solid green when complete. Use the USB cable to recharge your card reader as needed.

View Online Tutorial

How to Pair Your Device

  • Make sure your iPad has Bluetooth enabled in its Settings area.
  • Once you’re logged on to the Chase Mobile Checkout application, tap the User Preferences (Gear icon).
  • At the bottom of the User Preferences screen, tap Card Readers.
  • Locate the Pushbutton on the side of the eDynamo card reader. Once you begin the pairing process, you’ll have about three minutes to get your device paired successfully, or you’ll have to start over again.
  • Press and hold the Pushbutton for two seconds. If the Pushbutton is held too long (five to 10 seconds), the card reader will enter Airplane mode. Momentarily hold the Pushbutton again to remove it from Airplane mode.
  • The Bluetooth Status LED will be a steady blue, and will quickly blink three times. Release the Pushbutton. The card reader is now in pairing mode.
  • On the bottom of the card reader, look for the serial number. It starts with S/N.
  • Select this same serial number from the list of devices in your Chase Mobile Checkout application. You may need to refresh your screen to display the reader list.
  • Inside the Bluetooth Pairing Request window, enter the default pairing code of six nines (9 9 9 9 9 9) and tap Pair.
  • Once the status changes to Connected beneath the reader name, toggle on the Set As Current Device switch.
  • Tap the Back button.
  • In the list of readers, you’ll see a green check mark next to the reader. The iPad is now paired with the eDynamo card reader

Bluetooth is a registered trademark of Bluetooth SIG, Inc.

START PROCESSING

You are now ready to process transactions using your Chase merchant services account. For helpful guides and frequently asked questions, go to go to the FAQ and Reference Guide Tabs at the top of page. If you have questions, please call 1-866-428-4967.

Understanding Your Login Credentials

As a Chase Mobile Checkout user, you may have access to other Chase online tools. If so, you'll receive emails (for Online POS Terminal, iTerminal, Paymentech Online or Resource Online) that provide more information about those solutions and how to access them.

Your User Name and Password (login credentials) are identical for Chase Mobile Checkout, Online POS Terminal, iTerminal and Paymentech Online and Resource Online.

Online POS Terminal and iTerminal allows you to use a computer to process card-present payments through a browser-based application, using a supported standard PC card reader.

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.

How to Configure Chase Mobile Checkout Settings

CMC Tablet Settings
Click to enlarge

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

You can change various transaction settings, such as:

  • Enable your Product Catalog
  • Adding reference numbers to your transactions
  • Prompting of card verification codes
  • Setting up tax rates or tip percentages
  • Turning on discounts
  • Changing the nickname that displays on the signature screen
  • Configuring electronic merchant receipt settings
  • Setting sales goal alerts for number of transactions or sales amounts
  • Updating the product catalog
  • Customizing the default screen and background

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

Processing a Sale Transaction

View Online Tutorial

Chase Mobile Checkout allows you to accept payments on-the-go, virtually anywhere your business takes you.

  • Tap Sale under Payments ($ icon) on the left side navigation.
  • If activated, add items from the Product Catalog (Shopping Cart icon) or enter the amount of the sale.
  • Tap Done to close the keypad, then tap Checkout. The eDynamo’s General Status LED will light green indicating the need for the customer to insert or swipe their card.
  • If making an EMV/chip sale, the card must be left inserted.
  • If swiping the card, remember to swipe slowly and firmly, with the magnetic stripe down.
  • If manually entering the card, touch the card entry field to bring up the keypad on the iPad.
  • The card information will be recognized and will populate the card fields on the iPad. Manually enter other fields determined in User Preferences.

If tip processing is enabled:

  • Tap Continue.
  • Present the iPad to the customer to confirm the sale amount.
  • Once the amount is confirmed, an Add Tip field will display.
  • The customer can select a predefined tip percentage or key in a custom amount and tap Authorize.

If tip processing is disabled:

  • Tap Authorize.
  • The customer should use their finger or stylus to sign and tap Continue.
  • When the customer has completed signing, they can enter their email address or mobile phone number for the digital receipt, and tap Continue.
  • Once the transaction is authorized, a confirmation screen will appear
  • Tap Home or New Sale. You will see a prompt to remove the inserted card.
  • Tap OK and remove the card.
  • Tap Home or New Sale again to return to the Payments home screen to continue processing additional transactions.

Processing a Refund

There are two ways to process a refund in Chase Mobile Checkout.

View Online Tutorial

TO PROCESS THE REFUND FROM THE PAYMENTS HOME SCREEN*:

  • Tap the arrow on the left-hand navigation, then tap Refund under Payments ($ icon).
  • Input refund amount, tap Done and Refund.
  • Insert, swipe or enter the card information. If manually entering the card, touch the card entry field to bring up the keypad on the iPad.
  • Enter the reference number if required, and tap Authorize.
  • Present the iPad to the customer. The customer can use a stylus or their finger to sign for the refund. The customer can enter their email address or mobile phone number to send a digital receipt of the refund.
  • After the customer has given you back the iPad, tap Continue.
  • Once the transaction is complete, a confirmation screen appears.
  • Tap Home or New Sale. You will see a prompt to remove the inserted card. Tap OK and remove the card. Tap Home or New Sale again to return to the Payments home screen to continue processing additional transactions.

* For refund transactions, users will need to re-enter their password for sessions lasting longer than 15 minutes.

Process a Void

View Online Tutorial

TO PROCESS THE VOID OR REFUND FROM THE TRANSACTION SUMMARY SCREEN:

  • Tap the arrow on the left-hand navigation, then tap Transaction Summary under Reports (Graph icon).
  • Locate the transaction in the listing, and tap to select. You may also tap the Magnifying Glass icon and select a date range to find the transaction.
  • Scroll on the right-hand side of this screen, and tap to either Void or Refund the transaction.
  • If the transaction has not been submitted for settlement, and is still in your open batch, the Refund option will be a Void option instead.
  • If you select Void, a confirmation box will appear, tap Yes.
  • When you select Refund an Enter Refund Amount box appears. You can edit the amount showing or just tap Refund.
  • Present the iPad to the customer. The customer can use a stylus or their finger to sign for the refund. The customer can enter their email address or mobile phone number to send a digital receipt of the refund.
  • After the customer has given you back the iPad, tap Continue.
  • Once the transaction is complete, a confirmation message appears.
  • Tap Home or New Sale again to return to the Payments home screen to continue processing additional transactions.

* For refund transactions, users will need to re-enter their password for sessions lasting longer than 15 minutes.

RESENDING A RECEIPT

Receipts can be configured to be automatically sent to merchants via email or SMS, or to the customer’s email or SMS (carrier fees may apply). They can also be resent from within the application if the need arises.

To re-send a digital receipt to a customer:

  • Go to the Reports home screen.
  • Tap Transaction Summary under Transaction Reports.
  • Find the transaction in the list or search using the Magnifying Glass or Calendar icons.
  • Tap the transaction.
  • Confirm or edit the customer’s email address or mobile phone number.
  • Tap Resend Receipt. This will also send you a copy of the receipt.

How to View Your Account on the Dashboard

CMC How View your Account
Click to enlarge

To view your payment account information, select the reports Dashboard icon in the left menu bar. Each Dashboard widget shows a high-level list, graph or wheel. Tap the widget’s header to view additional detail, and then tap the Dashboard button in the top-left corner to return to the Dashboard.

  • In the top-right corner, you can tap the Customize Dashboard icon to show, hide or rearrange your widgets by dragging them around. Tap Save when you’re finished.
  • You can also tap the Share icon to send an image of your Dashboard in an email.
  • Today’s Transactions lists the time, payment brand and amount of the most recent transactions you submitted today. Tap the widget to view the Transaction Summary screen, where you can search for specific transactions and view detail.
  • The Sales Trends widget features a bar graph of your sales totals for each day, across a week. Tap it to access the Sales Overview screen, where you can look at summaries and details of your sales, and progress toward your sales goal.
  • Settlement Overview displays closed batch figures as a total and broken out in a circular wheel format. Each color on the wheel represents a different payment brand or type. You can use your finger to rotate the wheel or tap the arrows, to change the subtotal that displays.
  • The Funding Overview widget displays funding events and account fees as a total and broken out in a circular wheel format. You can use your finger to rotate the wheel or tap the arrows, to change the subtotal that displays.
  • The Chargebacks widget lists the total amount for chargebacks currently in process. Tap it to view the chargebacks in summary format and in detail.
  • Fees displays a total of all fees assessed to your account over the past month.

MANAGE YOUR PRODUCT CATALOG

CMC How View your Account
Click to enlarge

Users can create a catalog of products to be stored on their iPad. The limit to the number of items in the catalog is the iPad’s available storage.

  • Within User Preferences (Gear icon), tap Product Catalog and toggle on Product Catalog to enable it.
  • Tap Edit Product Catalog to view/edit the items.
  • Create an item by selecting the “+” button at the bottom of the screen.
  • Enter the Item Name.
  • Tap the Star icon to make it a favorite.
  • Set the item’s Price, SKU (optional) and Status.
  • If desired, enter a Category, add a product Description and a default Tax amount for the item.
  • Also, users can tap the Add Photo (Camera icon) box to activate the iPad’s camera to take a picture of the item or use the device’s photo library.
  • When complete, tap Save to store the item in your catalog.

NOTE: The product catalog is not stored by Chase, and only exists on the mobile device for which it was built. If CMC is uninstalled from the device, the product catalog will be deleted.

Resending A Receipt

Receipts can be configured to be automatically sent to merchants via email or SMS, or to the customer’s email or SMS (carrier fees may apply). They can also be resent from within the application if the need arises.

  • To re-send a digital receipt:
  • Go to Transaction Reports under Report (Graph icon) in the left-side navigation.
  • Find the transaction in the list or search using the Magnifying Glass icon.
  • Tap the transaction.
  • Confirm or edit the customer’s email address or mobile phone number.
  • Tap Resend Receipt. This will also send you a copy of the receipt.

How to Set Up New/Additional Users

  • 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 a Manager Level Account User who Chase has on record before changes will be made.

How to Get Help

  • 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 at 1-888-886-8869.

Online Tutorials:

How to Get Set Up for Chase Mobile Checkout

  • Make sure you have a supported smartphone model and operating system (OS).
  • Minimum compatibility requirements to use Chase Mobile Checkout with the eDynamo card reader:
    • Mobile device using Android 4.4 (KitKat)
    • Bluetooth Low Energy 4.0
  • 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.

How to Activate Your Account

CMC EMV Log in - Android
  • Log on with your user name and the system-generated, temporary password.
  • You will be prompted to create a new password.
  • Next, since this is the first time you have logged on from this device, you will be prompted to receive an identification code via your mobile number or email address on file. Enter the identification code on the Log On screen and tap the Log On button.
  • Once you receive the credit card reader from us, you need to pair the reader with your mobile device.

If your account is activated you will now need to Pair your Mobile Device.

How to Pair Your Mobile Device - Overview

With the introduction of EMV (chip cards), Chase Mobile Checkout (CMC) is introducing a new reader driven by Bluetooth technology. You can insert chip/EMV cards, and your customers can swipe their traditional mag stripe cards. But the reader must first be paired with your mobile phone or tablet in order to process a transaction. Make sure your phone or tablet has Bluetooth enabled in its settings.

View Online Tutorial

PAIRING YOUR MOBILE DEVICE

Minimum compatibility requirements to use Chase Mobile Checkout with the eDynamo Card Reader are a mobile device using Android 4.4 (KitKat) and Bluetooth 4.0. The 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 battery. The card reader’s battery requires approximately three hours to fully charge. The General Status LED light will blink green while charging, and then switch to solid green when complete. Use the USB cable to recharge your card reader as needed.

TO PAIR YOUR DEVICE:
  • Make sure your Android phone or tablet has Bluetooth enabled in its Settings area.
  • Once you’re logged on to the Chase Mobile Checkout application, tap More.
  • Tap User Preferences.
  • At the bottom of the User Preferences screen, tap Card Reader.
  • Locate the Pushbutton on the side of the card reader. Once you begin the pairing process, you’ll have about three minutes to get your device paired successfully, or you’ll have to start over again.
  • Press and hold the Pushbutton for two seconds. If the Pushbutton is held too long (five to 10 seconds), the card reader will enter Airplane mode. Momentarily hold the Pushbutton again to remove it from Airplane mode.
  • The Bluetooth Status LED will be a steady blue, and will quickly blink three times. Release the Pushbutton. The card reader is now in pairing mode.
  • On the bottom of the eDynamo card reader, look for the serial number. It starts with S/N.
  • Select this same serial number from the list of devices in your Chase Mobile Checkout application. You may need to refresh your screen to display the reader list.
  • Inside the Bluetooth Pairing Request window, enter the default pairing code of six nines (9 9 9 9 9 9) and tap OK. Please disregard the suggested PIN (0 0 0 0 or 1 2 3 4) your pairing window will display.
  • Once the status changes to Connected beneath the reader name, toggle on the Set As Current Device switch.
  • Tap the Back button.
  • In the list of readers, you’ll see a green check mark next to the reader. The phone or tablet is now paired with the eDynamo card reader.

START PROCESSING

You are now ready to process transactions using your Chase merchant services account. For helpful guides and frequently asked questions, go to go to the FAQ and Reference Guide Tabs at the top of page. If you have questions, please call 1-866-428-4967.

Understanding Your Login Credentials

As a Chase Mobile Checkout user, you may have access to other Chase online tools. If so, you'll receive emails (for Online POS Terminal, 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.

Online POS Terminal allows you to use a computer to process card-present payments through a browser-based application, using a supported standard PC card reader.

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.

How to Configure Chase Mobile Checkout Settings

Chase Mobile Checkout Settings
Click to enlarge

In the Chase Mobile Checkout app's User Preferences section, you can change various transaction settings, such as:

  • Enable your Product Catalog
  • Adding reference numbers to your transactions
  • Add prompting of card verification codes
  • Setting up tax rates or tip percentages
  • Turning on discounts
  • Changing the nickname that displays on the signature screen
  • Configuring electronic merchant receipt settings
  • Setting sales goal alerts for number of transactions or sales amounts
  • Updating the product catalog
  • Customizing the default screen and background

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

How to Process a Sale Transaction

View Online Tutorial

You can use Chase Mobile Checkout on both a smartphone and a tablet — but be aware that due to the change in screen size, there may be slight differences in the instructions and screen elements.

NOTE: CARD SWIPING

If swiping the card, remember you can swipe in any direction, though the magnetic stripe should be in direct contact with the silver tab inside the reader.

PROCESSING A CREDIT CARD SALE

  • Tap Sale on the Payments home screen.
  • If activated, Add Items from the product catalog or enter the amount of the sale.
  • Tap Done to close the keypad, then tap Continue. The card reader’s General Status LED will light green indicating the need for the customer to insert, swipe or enter their card.
    • If making an EMV/chip sale, the card must be left inserted.
    • If swiping the card, remember to swipe slowly and firmly, with the magnetic stripe down.
    • If manually entering the card, touch the card entry field to bring up the keypad on the phone or tablet.
  • The card information will be recognized and will populate the card fields on the phone or tablet. Manually enter other fields determined in User Preferences.

If tip processing is enabled:

  • Tap Continue.
  • Present the phone or tablet to the customer to confirm the sale amount.
  • Once the amount is confirmed, an Add Tip field will display.
  • The customer can select a predefined tip percentage or key in a custom amount and tap Authorize.

If tip processing is disabled:

  • Tap Authorize.
  • The customer should use their finger or stylus to sign and tap Continue.
  • Once the transaction is authorized, a confirmation screen appears. The customer can enter their email address or mobile phone number for the digital receipt, then tap Done.
  • If the card was inserted, the device will prompt the customer to remove the card.
  • After the receipt has been sent, the final confirmation screen appears.
  • Tap Home to return to the Payments home screen to continue processing additional transactions.

PROCESSING A REFUND OR VOID

There are two ways to process a refund in Chase Mobile Checkout. If the card is present, you can process the refund using the Refund option on the Payments home screen. If the card is not present, you can locate the transaction from the Transaction Summary screen on the Reports home screen.

View Online Tutorial

TO PROCESS THE REFUND FROM THE PAYMENTS HOME SCREEN*:

  • Tap Refund on the Payments home screen.
  • Input refund amount, tap Done and Continue.
  • Insert, swipe or enter the card information.
  • Enter the reference number if required, tap Authorize.
  • Present the phone or tablet to the customer. The customer can use a stylus or their finger to sign for the refund.
  • After the customer has given you back the phone or tablet, tap Continue.
  • Once the transaction is complete, a confirmation screen appears.
  • Enter the customer’s email address or mobile phone number to send a digital receipt of the refund.
  • Tap Done, and remove the card (if it was inserted).
  • Tap Home to return to the Payments home screen.

* For refund transactions, users will need to re-enter their password for sessions lasting longer than 15 minutes.

NOTE: VOID OPTIONS

If the transaction has not been submitted for settlement, and is still in your open batch, the Refund option may be a Void option instead.

View Online Tutorial

TO PROCESS THE VOID OR REFUND FROM THE TRANSACTION SUMMARY SCREEN:

  • Tap Reports.
  • Under Transaction Reports, tap Transaction Summary.
  • Locate the transaction in the listing, and tap to select. Or tap the Calendar icon and select a date range to find the transaction.
  • From this screen, you can tap to either Void or Refund the transaction. (If the transaction has not been submitted for settlement and is still in your open batch, the Refund option will be a Void option instead.)
  • When you select Refund, an Enter Refund Amount box appears. You can edit the amount or just tap Refund.
  • Present the phone or tablet to the customer. The customer can use a stylus or their finger to sign for the refund.
  • After the customer has given you back the phone or tablet, tap Continue.
  • Once the transaction is complete, a confirmation screen appears.
  • Enter the customer’s email address or mobile phone number to send a digital receipt of the refund.
  • Tap Done.
  • Tap Home to return to the Payments home screen

How to Re-Send A Receipt

RE-SEND A RECEIPT

  • To re-send a digital receipt to a customer, tap the Reports icon.
  • Tap Transaction Summary under Transaction Reports.
  • Find the transaction in the list or search using the Magnifying Glass or Calendar icons. Tap transaction to select.
  • Confirm or edit the customer’s email address or mobile phone number.
  • Tap Resend Receipt. This will resend a copy of the receipt.

Edit or Add Headers and Footers to your Receipts

Online POS Terminal gives you the ability to customize the text that displays on the top and bottom of each printed or digital receipt. This allows you to update your business’s contact information, thank your customers or promote your website.

Log On to Online POS Terminal, and complete these steps.

  • To begin modifying your receipt content, select Receipts from the Administration menu.
  • In the Header section’s fields, enter the text you’d like to display at the top of each receipt. Each of the six lines can include up to 40 characters, including spaces. Your Merchant Name, address and phone number are required by the payment brands to be present on each receipt.
  • In the Footer section’s fields, enter the text you’d like to display at the bottom of the receipt. Each of the four lines can include up to 40 characters including spaces.
  • Click the Update button when you’re finished, and your next receipt will include this header and footer

How to View Settlement Reporting

VIEWING SETTLEMENT REPORTS

Chase Mobile Checkout allows you to review various summaries of your account. These reports can help you understand the overall activity of your account by keeping track of all batches in your Merchant Services account.

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.

  • You can access these reports from the Reports home screen.
  • The Settlement Overview provides deposit information for the last week with a grand total at the top as the default view.
    • To change the date range, tap the Calendar icon.
    • To view the information in a graph, tap the Graph icon.
  • The Funding Overview provides actual funded data based on deposits from Chase on behalf of the merchant. The default view is the past week’s funded dollars with a grand total at the top.
    • To change the date range, tap the Calendar icon.
    • To view the information in a graph, tap the Graph icon.
  • The Fees Overview will show all fees summarized by date for the last week as the default.
    • Selecting a date reveals the fees by card type, non-bankcard, authorizations and other fees broken down.
    • To change the date range, tap the Calendar icon.
  • The Chargeback Summary gives individual chargeback listings. Change the date range by tapping the Calendar icon.
Sales overview report Android

SALES OVERVIEW

The Sales Overview screen offers a glance into a day-to-day sales summary.

  • From the Reports home screen, tap Sales Overview.
  • The current sales for the specified time period are listed with the most recent transaction at the top. You can see historical sales per day by tapping the Calendar icon and selecting a start and end date, and then tap Done.
  • You can select a specific sale by tapping it in the listing.
  • A Hierarchy icon will appear if your business has access to more than one account.
  • To view the information in a graph, tap the Graph icon.
    • A graph can be toggled between bar and line graphs and is scrollable horizontally.
    • Tapping on a specific data point will overlay the sales amount for that day.

How to Set Up New/Additional Users

  • 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 has on record.

How to Get Help

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 Merchant Services at 1-888-886-8869.

FAQs

What is Chase Mobile Checkout?

Chase Mobile Checkout helps business owners increase their sales by allowing them to process credit, signature debit and select, third-party gift card transactions on a mobile device. Users may also:

  • create a catalog with item descriptions and images
  • email or text digital receipts
  • refund and void transactions
  • search for specific transactions
  • review sales and settlement information

How do I start using Chase Mobile Checkout?

Chase Mobile Checkout is a payment acceptance app for Apple® and AndroidTM mobile devices. Business owners need to do three things to use the service:

  • Work with a sales representative to sign up for a Chase merchant processing account and order a Chase Mobile Checkout card reader.
  • Download the Chase Mobile Checkout application from either the Apple App StoreSM or the Google PlayTM Store.
  • After you receive the EMV card reader from Chase, you should pair it with your mobile device.

How do I locate my log on credentials?

Once you’ve signed a merchant Agreement with Chase and your account is established, you will receive Two separate emails from us containing your user name and password. The password email contains a one-time use password that will require a reset when you log on for the first time.

Why should I use Chase Mobile Checkout?

Chase Mobile Checkout allows businesses to accept EMV chip and magnetic stripe credit, signature debit and select, third-party gift card payments on a smartphone or tablet. You can accept payments on the go, offered and supported by a brand you and your customers can trust. And, if you'd like to discuss taking payments using a countertop terminal or ecommerce web page, we can help with that too.

What is included with Chase Mobile Checkout?

Chase Mobile Checkout offers basic payment transaction processing with select reports through your mobile device. In addition, you receive access to one of our online financial management tools, Resource Online or Paymentech Online, to view account detail using your computer. The service works in conjunction with other Chase solutions so that all your transactions, statements and reports are in one place. Chase Mobile Checkout also includes iTerminal® or Online POS Terminal for point-of-sale transaction processing on your business desktop or laptop. Contact us to discuss purchasing an iTerminal-compatible card reader or receipt printer for your computer.

Chase offers solutions so that all your transactions, statements and reports are in one place. Chase Mobile Checkout also includes iTerminal® or Online POS Terminal for point-of-sale transaction processing on your business desktop or laptop. Contact us to discuss purchasing an iTerminal-compatible card reader or receipt printer for your computer.

What kind of payments can I accept with Chase Mobile Checkout?

Businesses are able to accept credit, signature debit and select, third-party gift cards with Chase Mobile Checkout via card swipe, EMV chip and manual entry. Prior authorization can be submitted using iTerminal or Online POS Terminal – for example, if you have to call in for a voice authorization, you would log in to the iTerminal or Online POS Terminal portal, select Credit Sale from the New Order menu, select the Prior Authorization transaction type and enter the approval code in the Authorization # field.

Will I be able to process transactions outside of the United States?

Chase Mobile Checkout is available for U.S. businesses only. Additionally, the mobile device must be located within the U.S. when accepting payment from the customer and submitting the transaction to Chase for processing.

What payment methods does Chase Mobile Checkout support?

Merchants with the appropriate agreements in place can use Chase Mobile Checkout to accept American Express®, MasterCard®, Visa®, Discover®, JCB® and select third-party gift cards.

What mobile devices does Chase Mobile Checkout support?

Chase Mobile Checkout works on most Apple and Android phones and tablets. Minimum compatibility requirements to use CMC with the eDynamo are a mobile device using iOS 8.0, Android 4.4 (KitKat) and Bluetooth 4.0.

Is Chase Mobile Checkout secure?

Yes, the card reader encrypts the cardholder data upon swipe and the data remains encrypted during transmission to Chase.

What if I want to use more than one card reader on my account?

During the setup process, you can specify the number of card readers and accounts you'll need. If your needs change, you can call 1-866-428-4967 to purchase more card readers.

What do I do if my mobile device or card reader gets lost or stolen?

You should always use a password to protect your smartphone or tablet, especially if you're using it to accept payments or view your processing data. If your device is lost or stolen, contact your mobile carrier to discuss disabling it or your cellular account. If your card reader is lost or stolen, contact Chase at 1-866-428-4967 to deactivate your credentials, set up new account information and purchase additional card readers.

Do I have to have a network connection to process transactions?

Yes. You will need to have access to a cellular or Wi-Fi® network to process transactions.. Additionally, location services must be enabled on your mobile device to process transactions.

Am I able to open other apps or make calls on my device while I have the Chase Mobile Checkout app open?

Yes, you can use some of the other features on your phone or tablet (such as making phone calls or opening other apps) while using the Chase Mobile Checkout app.

Will my current log on credentials work each time a new version of CMC is released?

Yes, we frequently issue new versions to ensure the application is up-to-date with security and feature enhancements. Simply visit Apple App store or Google Google Play Store and download the new version to receive the latest updates.

Can I use my Chase Mobile Checkout card reader with Online POS Terminal?

No. The Chase Mobile Checkout card reader is only for use with your mobile device. You cannot use it with a computer-based credit card processing application. Contact us to discuss purchasing an iPP 320 PIN pad for Online POS Terminal or receipt printer for your computer.

Can I log in to my Chase Mobile Checkout account from multiple devices? When I am set up, my sales representative requires a phone number. Does the phone number I give during setup make it so I have to use only that device?

To get your device configured during setup, we'll need to send a text message to the mobile phone number we have on file for your user account. You can log in to Chase Mobile Checkout from multiple devices, though each one will need to be registered for each specific user account. Each user should have his own user name and email address, but mobile devices and card readers can be shared by your employees. Chase Mobile Checkout app settings and product catalogs are specific to each mobile device.

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Help Using Chase Mobile Checkout on a Tablet

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