iPhone Support

New users can use this section to open an account with Paynet Systems. Upon submitting your contact information, you will be contacted by a Paynet Systems representative to complete the setup process. Once completed, you will be issued a username and password and have the ability to accept all major credit cards using your Android device.

Once an account has been opened with Paynet Systems (see ‘Apply Now!’) you will receive a welcome email. The email will provide a SecurePay ID and Mobile Pin which is to be entered by first time users. Upon entering this information your account will activate.

Upon approval your welcome email will provide the SecurePay ID, User Name and Password needed to access the application interface. (To open an account, please see ‘Apply Now’).

‘Remember my Password’ – if ‘ON’ your Login details will be saved on the device. Upon launching the app you will be taken directly to the ‘Process Card’ interface.

‘Lost Password’ – In case of forgotten password, tap on the ‘Forgot Password’ tab, located on the Login page. Enter your SecurePay ID and Username. An email will be sent to the registered email address containing a temporary password.

Our Demo allows you to experience the full capabilities of the app. Feel free to test the shopping cart and product database, customer database, emailed receipts and so much more!

Much like a paper receipt, emailed receipts can be sent to your customers to provide a record of the transaction. The ‘Business Info’ feature is used to personalize your emailed receipts by providing your business name and phone number on the receipt itself. It is recommended that you include this important information.

1. Once logged in – go to the ‘Home Page’
2. Tap on ‘Business Info’
3. Fill in your Business Name and Phone Number.
   *Although this field is not mandatory to complete, it’s a good idea to provide your customer an emailed copy of the receipt whenever possible. Your business number will allow customers to contact you should any questions arise. This could reduce any chances of a chargeback dispute. A manual imprint of the card is also highly advised for any manually entered credit cards. This will also help prevent charge disputes. Contact your Paynet sales representative for information on Manual Imprinters.

The options located in Settings allow for ‘Customers’ to be automatically added to the database, provide for ‘Tips’ to be enabled and emailed receipts to be automatically sent to a predetermined email account.

Automatically add new customers to database- with this feature ‘ON’, customer information entered during card processing will automatically be saved in the database. This reduces the need to retype information for a return customer.

Enable Tips- This feature is available for businesses that traditionally accept gratuity from their customers.

To activate- Tap box labeled ‘Enable Tips’ and tap ‘Save’.

With this feature enabled tips function as follows:
1. When a card is being processed and the transaction is submitted a popup asks ‘Enable tips for this transaction’.

2. If ‘Yes’ is tapped you will be prompted to ‘Please hand device to customer’. Tap ‘OK’

3. The customer can tip either by entering a percentage or an amount. Tap ‘Ok’

4. The transaction will then be processed and the tip total will be included on the receipt.

Hide Manual Warning- This warning message can be disabled by toggling the button to ‘OFF’ and then tap ‘Save’.

When a credit card is manually entered vs. being swiped, the cardholder’s ability to dispute the transaction is greater. To reduce the possibility of a dispute; it is advised to always imprint the credit card if at all possible. This provides you, the merchant, proof that the credit card was made available for payment. It’s simply added protection. Manual imprinters can be purchased at various online stores. Or you can contact Paynet Systems at 1-800-809-1989 and we’ll gladly have one shipped.

Automatically email receipts- This feature will automatically send all transaction receipts to the assigned email account. Simply enter the desired destination email address into the field and tap ‘Save’.

This function will allow you to change your login password.

Once logged in – go to the ‘Home Page’.

1. Tap on ‘Change Password’
2. Enter your Current Password
3. Enter your New Password
4. Confirm New Password and tap Submit

Confirmation that the password has been changed will appear on the screen.

These instructions apply to the P25 swipe and printer combo. For all other hardware see ‘Process Card/Cash’

The following steps must be completed in order for the Bluetooth swipe device to work in conjunction with the phone.

1. From the main menu on your Android tap on ‘Settings’ then tap ‘Wireless and networks’.
2. Make sure Bluetooth is checked ON and then Tap ‘Bluetooth Settings’.
3. With the swipe device power on, tap ‘Scan for devices’.
4. The Android should find and list the P25 device. Tap it.
5. You will be asked for a numeric passkey. This code is found on a sticker located under the swipe devices printer lid. Lift the lid (remove paper if loaded) and enter the Pin Code onto the Android screen and tap ‘Ok’.
6. Go back to the Android’s menu and launch the Paynet application.
7. Once the app is opened a message should appear –‘Swipe Device Detected’. Tap ‘Ok’. The LED light on the printer device should be Blue. If the light is red you must place the paper roll into the printer carriage. See ‘Process Card’ for credit card processing instructions.

This provides details of previous transactions.

To access the Log, tap on Log found on the menu.

Select any transaction from ‘Log’ by tapping it to view details.

If the shopping cart feature was utilized during a transaction, details of the transaction can be found by tapping ‘Details on the receipt page’.
*Note- Details will not appear on the receipt if the shopping cart was not utilized.

This function will charge your customers credit card the value entered into the ‘Amount’ field.

If manually entering the card information

1. Tap on ‘Process Card’ located on bottom of the App or from the Main Menu.
2. ‘Required’ fields. Complete the required fields including Credit Card Number, Expiration Date and Amount.
3. ‘Optional’ fields. These fields are optional; however, it is recommended that you enter the CVV Code and Address fields to provide additional verification. Entering the additional information will also ensure that you qualify for the lowest rates possible.
4. Tap ‘Submit’.
5. If customer is present – on the Detail Receipt Page that follows, tap Sign.
6. Using their finger, have the customer sign on the designated line and tap ‘Save’. A copy of this receipt can be sent to your customer by entering their email address and then tap Email. Also, for non-swiped transactions (manually entered), a manual imprint of the credit card is also highly advised and can help prevent charge disputes. Contact your Paynet sales representative for information on Manual Imprinters.

If swiping the credit card using the Audio Jack Reader (UNIMAG)

1. Plug the reader into the audio jack. One of the several clips included with the reader will help stabilize the reader.
2. Make sure the headphone volume is turned all the way up (important!).
3. Before every attempt to swipe a credit card you MUST first tap ‘Swipe’ located on the bottom menu.
4. Swipe the credit card with magnetic stripe down and facing away from you. Swipe from left to right.
5. Enter sale amount.

Tap ‘Submit’ (If desired, prior to tapping Submit, optional fields can also be completed).

If swiping the credit card using our Card Reader and Printer Combo (P25)

Make sure the P25 printer is charged and powered on. The device must be properly synced/paired with the Bluetooth capabilities of your phone (see Pairing Device).

When the app is launched with the phone and P25 synced correctly, you will see the designated ‘success’ message- tap OK. If your phone and P25 won’t connect, you may need to pair the devices again.

After you are logged into the app access the Process Card interface.

1. From the Process Card interface, prior to every swipe, you must FIRST tap ‘Swipe’. This will activate the swipe unit. The designated message will appear, tap ‘OK’.
2. Swipe the credit card with the magnetic stripe down and facing you. You must swipe from left to right.
3. Enter the sale amount.
4. Tap ‘Submit’ (If desired, prior to tapping Submit, optional fields can also be completed).

5. Upon approval the receipt can be printed by tapping ‘Print’. Or, it can be emailed by entering an email address in the email field and tapping ‘Email’

*Optional fields do NOT have to be completed when the card is swiped.

You will see the Detail Receipt Page once a transaction has been submitted for approval. From this
page you will see the following options:

Email – A copy of the transaction can be sent to your customer by simply tapping ’Email’ found in the lower left corner.

Void – Please see ‘Void’ in reference guide.

Sign – This feature allows you to obtain your customers signature on the detail receipt page. Using their finger, have the customer sign their name and tap save. A copy of their signature will be included in the emailed receipt page.

Details – Located on the top right corner of the ‘Detail’ page, this feature allows you to see the listed items chosen from the shopping cart that were included with this specific transaction.

This function will delete a transaction that has been previously approved. A transaction can only be voided if completed before 12:00am Pacific Standard Time on the same business day of the sale. If the allotted time has passed a ‘Refund’ should be issued in place of a void. Please see ‘Refund’ for instructions.

1. From the ‘Process Card’ interface tap on ‘Void’. (To access the Process Card interface, tap ‘Process Card’ from the Main Menu or from the Process Card icon on the bottom of the app).
2. Swipe the credit card you desire to void or manually enter the required data.
   (If using the swiper/printer combo, you must first tap ‘Swipe’ located in the top left corner-then swipe the card).
3. Enter the ‘Trans ID’ number found on the receipt and enter the amount to be Voided
   (The Trans ID for each transaction can be found in the transaction Log – see *Log)
4. Tap ‘Void’. If available, upon approval the receipt can be printed by tapping ‘Print’. Or, it can be emailed by entering an email address in the Email field and tapping ‘Email’.

*Optional fields do NOT have to be completed when the card is swiped

This function will refund/credit a sale that has been previously approved.
A Refund must be completed from the Process Card Interface. To access the Process Card interface, tap ‘Process Card’ from the Main Menu or from the icon located on the bottom of the App.

1. Once on the Process Card interface tap ‘Refund’.
2. Swipe the credit card you desire to refund or manually enter the required data.
(If using the swiper/printer combo, you must first tap ‘Swipe’ located in the top left corner-then swipe the card).
3. Enter the ‘Trans ID’ number found on the receipt and enter the amount to be refunded.
(The Trans ID for each transaction can be found in the transaction Log – see *Log)
4.Tap ‘Refund’.

*Optional fields do NOT have to be completed when the card is swiped

If available, upon approval the receipt can be printed by tapping ‘Print’. Or, it can be emailed by entering an email address in the Email field and tapping ‘Email’.

You can send your customer an emailed copy of the transaction receipt from the transaction ‘Detail’ screen or from the ‘Log’.

From the Detail Receipt Page

1.While entering credit card information on the ‘Process Card’ interface, you can enter a destination email address in the Email Address field
2. After ‘Submit’ has been tapped, you will see the Detail Receipt Page.
3. On the bottom left corner of the screen you will see ‘Email’- tap this. (If an email address was not previously entered on the ‘Process Card’ interface, you can add it now).

From the ‘Log’

1. Find the desired transaction from the log page and tap it
2. On the bottom left corner of the screen you will see ‘Email’- tap this. (If an email address was not previously entered on the ‘Process Card’ interface, you can add it now).
*Although not mandatory, it’s a good idea to provide your customer an emailed copy of the receipt whenever possible. For non-swiped transactions (manually entered), a manual imprint of the card is also highly advised and can help prevent charge disputes. Contact your Paynet sales representative for information on ‘Manual Imprinters’.

** Please see ‘Business Info’ to include your business name and business contact phone number on the emailed receipt.

This feature allows you to store product inventory, or even store a list of services provided for faster data entry and transaction time. You can also add multiple products/services and Tax Rates to the shopping cart. These items will then be calculated and totaled for checkout.

To access Products – tap on the icon labeled ‘Products’ found on the bottom menu – (You must be logged in).
Adding a Product to the database – * If you plan on adding Tax Rates to your products/services, you must first enter tax rates prior to adding products to the database- see ‘Tax Rates’.

From the ‘Product’ screen tap ‘New’ located on the top right corner. Then from the ‘Product Edit’ screen you can enter the corresponding data for each product sold or service provided. If you don’t plan on adding Tax Rates tap ‘Save’.

Adding ‘Tax Rates’. This will apply the corresponding tax amount to the total sale during checkout. To use this feature you must first complete the steps listed under Tax Rates (see Tax Rates).

To apply Tax Rates to a Product or Service

1. From the ‘Product Edit’ page, tap on the blue arrow located to the right of the Tax Rate field.
2. From the previously entered rates (see Tax Rates), choose the appropriate Tax Rate.
3. Tap close – then tap save.

Choosing a Product for checkout and payment

1. From the Main Menu or the Process Card/Cash page tap the ‘Products’ icon.
2. From the alphabetical menu of products previously entered, tap the desired product or service being sold – then tap ‘Add to Cart’.
3. This will take you to the ‘Cart’ page. From the Cart page you can either add another product by tapping ‘Add Product’ located on the top right corner, or you can begin the Checkout process by tapping ‘Checkout’ located in the top left corner.

Note: From the Cart page, additional editing options are available. Remove, Quantity, Amount, Tax Rate, and Discount can be accessed by tapping on the item you want to edit. Once the item is tapped the options will appear.

‘Miscellaneous’ found in the Product List – This shopping cart feature is to be used for products or services being sold that have not been added to the Product database. It allows for a miscellaneous item to be added to the cart with the subtotal included and itemized on the receipt under ‘miscellaneous’.
1. From the Product list tap on ‘Miscellaneous’

2. Tap on ‘Edit’

3. Enter the sale amount under ‘Price’. Tax can be added by tapping the tax field and choosing the appropriate tax (Tax can only be applied if previously entered and saved- see Tax Rates).

4. Tap ‘Save’ and then ‘Transact’. The miscellaneous item is now included in the shopping cart.

Edit or Delete a Product/Service – tap the ‘Products’ icon found on the bottom menu. Then from the alphabetical menu of products/services, tap the desired product or service to be edited or deleted. Tap ‘Edit’ to make desired changes to the product/service. Or, tap ‘Delete’ to remove the product/service from the list.

Additional Cart and Checkout Options – Several options are available for editing cart items during checkout. Once an item is added to the cart, you are directed to the Cart page. From the Cart page tap on the item you want to edit. The following options will appear:

*Remove – Deletes the item from the shopping cart.

*Quantity – Allows you to increase or decrease the quantity of an item.

*Amount- Allows you to change the price of an item for this transaction only.

*Tax Rate- Allows you to apply a specific Tax Rate to an item. Tax Rates can only be applied if previously entered and saved (see Tax Rates).

1. Tap on the Tax Rate desired for this item.
2. The Tax Rate will be calculated and added to the cart total.

*Discount – Allows discounts to be applied towards individual items placed within the cart.

1. Tap ‘Discount’ and choose the desired discount method ‘Amount’ or ‘Percentage’.
2. In the discount box enter the dollar amount or percentage to be discounted and tap ‘OK’. The discount has now been applied to the cart total.

Also see ‘Online Database Management’ for more options.

This feature allows you to store customer information including name, email, street address, and contact numbers for faster data entry and transaction time.

To access ‘Customer’ database – tap on the icon labeled ‘Customers’ found on the bottom menu – (You must be logged in).

Adding a Customer – from the ‘Customers’ screen tap ‘New’ located on the top right corner. Then from the ‘Edit Customer’ screen you can enter the corresponding data for each customer. Once the data has been entered, tap ‘Save’.

Automatically Add a New Customer – with this feature ‘ON’ customer data will be saved when entering the customer’s information while performing a credit card sale. This reduces the need to retype this information when creating a customer file.

Choosing a Customer for fast transaction entry – tap the ‘Customers’ icon found on the bottom menu. Then from the alphabetical menu of customers previously entered, tap the desired customer – then tap ‘Transact’. This will automatically launch the ‘Process Card’ interface with the customer’s information already pre-populated.

Edit or Delete a Customer Profile – tap the ‘Customers’ icon found on the bottom menu. Then from the alphabetical menu of customers, tap the desired customer to be edited or deleted. Tap ‘Edit’ to make desired changes to the customer profile. Or, tap ‘Delete’ to remove the customer profile from the list.

This feature allows you to store tax rates. If activated, the app will automatically calculate tax amounts to the total sale upon checkout. Appropriate tax rates are manually entered by the user. Several tax rates can be saved allowing users to apply tax rates for multiple States.

To access Tax Rates – from the Home page (tap Home located on bottom left of the app screen) tap on Tax Rates – (You must be logged in).

Adding a Tax Rate – From the Tax Rate Page tap ‘New’ located on the top right corner. In the Name field, enter the name or State of the Tax being added (for example – California or Lodging Tax). Next tap on ‘Rate’. Enter the appropriate tax rate, (for example – 5% tax rate would look like this: 5.0000%). Next tap ‘Save’. This tax rate is now saved in the database and can be applied to products and services during checkout (see Product Database). _{*Please note; Paynet Systems is not responsible, in any way, for the accuracy of Tax amounts entered by users.}

The online database was created to provide a quick and easy method to update your product and customer list. Additionally, it functions as backup for your mobile device. Should your device be lost, replaced, or if you’re adding an additional device, you can sync your device with the existing online database, or manage your list here, at any time.

The online database can be found online at https://m.paynetsystems.com/db/
You login using the same credentials used to login to the app.

This feature allows you to print transaction receipts from your mobile device using approved HP ePrint enabled printers.

1. Prior to using your approved HP ePrint device, you must first open your free account with HP. If you don’t already have an account with HP, one can be opened at www.hp.com/go/ePrintCenter. Instructions for setting up your printer can also be found on this URL. Please note: Paynet Systems is not responsible for HP printer issues or printer setup not related to our app.

2. To activate printing capabilities on our app, Tap on ‘Settings’ located on the main menu.

3. Using your assigned ePrint email address, enter this email address into the ‘ePrint email address’ box and tap ‘Save’.

4. When a transaction is processed the receipt appears. On this receipt tap ‘Print’.

5. Next tap ‘ePrint’

The receipt has been sent to your HP ePrint device and is ready to be printed.