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Sage Swiper Instructions

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Sage Swiper Instructions.

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Page 1: Sage Swiper Instructions
Page 2: Sage Swiper Instructions

What is Sage Mobile Payments?

Convert your cell phone, smart phone or tablet into a highly

secure and convenient “use anywhere” credit card terminal.

Available for use on more than 400 mobile devices, Sage Mobile

Payments is a leading secure payment solution that uses end-

to-end encryption and meets all PCI requirements. iPhone,

iPad, iPod Touch, BlackBerry and Android to name a few.

Going Mobile with Sage Mobile Payments Means More Business; More Security

• Get authorization in seconds - no need to write down payment information

• Email Receipts - Email message buyers receipts directly from your phone • Secure Credit Card Reader supports more smart phone types than all of the competition

including iPhone3, iPhone4, iPad, Droid and BlackBerry

• 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

• Ultra Secure means you can trust that all of your transaction data is encrypted before it leaves your cell phone. Absolutely no personal data is retained on your device

Page 3: Sage Swiper Instructions

Requirements to use Sage Mobile Payments

1.Sage Mobile Payments Account

2.Compatible mobile phone or tablet

• Downloadable ROAMPay application available in the iTunes app store and Android Marketplace

3. Data plan for your mobile device

4.Credit Card Reader “Swiper” Optional

Page 4: Sage Swiper Instructions

Step by Step setup process The steps are as follows:

• Master Troop User - Sign up via online reservation form.

• SPS sends a mobile welcome email that includes a link, click or copy/paste into url.

• Register the phone number, user info, click send

• User will receive another email from RoamData with activation code within 5 minutes

• Download RoamPay app (free) from ITunes app store (this requires login to ITunes account) or the Android Marketplace or with Blackberry, the text string comes in the registration email.

• Click/select the RoamPay icon on the phone, then enter activation code from RoamPay, enter your user/password for RoamPay and start accepting cc.

• SPS Mobile Support 8am-8pm est 7 days/week

1-888-477-8570 or email [email protected]

NOTE: if at any time, you are prompted for last 4 digits of social security or tax id, input 1111 OR 9999

Page 5: Sage Swiper Instructions

Complete the Internal GSSGC reservation online form Council ends to SAGE to set up the troop account

Page 6: Sage Swiper Instructions

Sage sends an email to complete troop account sign up.

When asked for last 4 of social, use 1111 or 9999

Page 7: Sage Swiper Instructions

Main troop user receives a second email with their log-in info and activation code for the app.

Page 8: Sage Swiper Instructions

Download the Application

1. Select the “App

Store” icon 2. Search for

“ROAMPay”

3. Select “Free”

then Install

4. Select the icon

to run

Page 9: Sage Swiper Instructions

Tracking Payments

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

Mobile/ROAMPay

on your phone.

3. To add users: •Select “My Account” on the welcome screen.

1. Via the internet go to http://my.roamdata.com

Page 10: Sage Swiper Instructions

Who is Nancy?

Page 11: Sage Swiper Instructions

Nancy is our Main Merchant Account holder, so her name is on everything!

Page 12: Sage Swiper Instructions

Add-A-Line

Click “Add-A-Line” to

add additional users

Page 13: Sage Swiper Instructions

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

Page 14: Sage Swiper Instructions

Parent will receive the activation email for their subline with their log-in info and activation code for the app.

Page 15: Sage Swiper Instructions

How Does it Work?

1. Download the ROAMPay app • Available from the iTunes app

store and Android marketplace

2. Enter your provided activation code

3. Plug the Sage Mobile Payments Credit Card Reader into the phone audio jack

4. Turn the audio jack volume to maximum

5. Start accepting credit cards

Page 16: Sage Swiper Instructions

Processing a Transaction – iPhone, iPad, Android & Blackberry

Select “Credit Sale” Enter the amount Here you or select “Swipe” to use the provided

Swiper or you can key the card number

NOTE: As mentioned above, the card reader must be plugged in to the audio jack before logging in to ROAMPay.

REMINDER: Since the device runs through the audio jack, please remember to set volume to MAXIMUM level when using

Page 17: Sage Swiper Instructions

Sending Electronic Receipt from any phone

•Email your cookie/nut customer an electronic receipt with notes of the transaction.

•You can aslo use he notes to distinguish between different girls or booth sales

•With every sale you will be sent a copy of the transaction electronically to the email address on file.

Page 18: Sage Swiper Instructions

FAQs • How does Sage Mobile work?

Sage 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 Council’s bank and you email a receipt to your customer

• What credit card can I accept with Sage Mobile

You can take all major card brands; Visa, MasterCard, and Discover

• 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.

Page 19: Sage Swiper Instructions

FAQs cont. • 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.

• Can How much data does a credit card transaction use?

Less than one email size.

NOTE: IF you have devices without phone numbers such as IPOD touch and IPAD, please fill in phone number with all 9s during setup.

Page 20: Sage Swiper Instructions

FAQs cont. • What if I have more than one girl in different troops?

You will need two separate devices with a separate subline created in each troop. You cannot activate the same device with different accounts. However, if your girls are in the same troop, you can use the “notes” section on the receipt to distinguish their sales. You will need to provide that information to your troop coordinator to accurately record girl payments in SNAP.

• How much does it cost the troop to use Sage Mobile Payments?

The cost is $10 per troop to set up a master account. That fee will be included in the troop’s first Swoop and Sweep.

Council will cover all fees associated with the transactions. However, please be aware that there is an additional fee that Council is charged associated with keyed vs. swiped transactions. If the swiper works with your device, PLEASE use it!

Page 21: Sage Swiper Instructions

FAQs cont. • Is there a fee for the swiper?

There is no fee for checking out swipers. However, there is a $50 fee per swiper if it is lost, damaged or not returned at by paper push. That fee is paid by whoever had last contracted responsibility of it, and will be included in the troop’s last Swoop and Sweep.

•How does the troop receive payment credit?

Before the last Swoop and Sweep, Council will upload each troop’s total payment into SNAP. Thus, decreasing the final payment due amount.

NOTE: If the troop does not have enough cash funds available for each sweep, DUE TO and abundance of credit card transactions, they will be able to request an adjustment to me made to their area’s Financial Coordinator.

***This is still a pilot, so procedures are subject to change.

Page 22: Sage Swiper Instructions

Card Reader Compatibility List Android & iPhone/Apple® Devices

Device Name Version Carrier

HTC Aria 2.1 AT&T

HTC Droid Incredible 2 2.2 Verizon

HTC Droid Incredible (AMOLED) 2.2 Verizon

HTC Droid Incredible (SLCD) 2.2 Verizon

HTC EVO 4G (hardware ver. 0002)

2.2 Sprint

HTC G2 2.2 T-Mobile

HTC Hero 2.1 Sprint

HTC MyTouch 3G 2.1 T-Mobile

HTC MyTouch 3G Slide 2.1 T-Mobile

HTC Nexus One 2.2 AT&T

HTC Nexus One 2.2 T-Mobile

HTC Thunderbolt 2.2 Verizon

LG Optimus S 2.2 Sprint

LG Optimus T 2.2 T-Mobile

Motorola Defy 2.1 T-Mobile

Motorola Droid 2.2 Verizon

Motorola Droid Pro 2.2 Verizon

Motorola Droid X 2.2 Verizon

Motorola Xoom 3 Verizon

Samsung Continuum 2.1 Verizon

Samsung Droid Charge 2.2 Verizon

Samsung Epic 4G 2.2 Sprint

Samsung Fascinate 2.2 Verizon

Samsung Galaxy S 4G 2.2 T-Mobile

Samsung Galaxy Tab 2.2 Sprint

Samsung Galaxy Tab 2.2 Verizon

iPad 2

iPad

iPhone 4 AT&T

iPhone 4 Verizon

iPhone 3GS AT&T

iPhone 3G AT&T

iPod Touch - 3rd gen., OS3+

BlackBerry Devices Device Name Version Carrier

Bold 9000 5 AT&T

Bold 9650 5 Sprint

Bold 9650 5 Verizon

Bold 9700 5 T-Mobile

Bold 9700 5 AT&T

Bold 9780 6 T-Mobile

Curve 2 8520 5 T-Mobile

Curve 2 8520 5 AT&T

Curve 2 8530 5 Sprint

Curve 2 8530 5 Verizon

Curve 3G 9330 6 Verizon

Curve 3G 9330 6 Sprint

Storm 2 9550 5 Verizon

Torch 9800 6 AT&T

Tour 9630 5 Sprint

Tour 9630 5 Verizon

This information is updated

with each new phone release.

Please check with Support if

your device is not listed here.

Page 23: Sage Swiper Instructions

BlackBerry

• BlackBerry and feature phone setup is done VIA a text after your online registration

• If text not received within 5 minutes, contact SPS Mobile support 1-888-477-8570 or [email protected] and request to have the text resent manually-many Blackberry devices have premium/automated messaging blocked.

New SMS message from ROAMdata

Open the message and then the URL provided to download the application

Once the download has been completed the ROAMPay application will be in your BlackBerry downloads folder

BlackBerry Setup

Page 24: Sage Swiper Instructions

Additional Resources

• Online via my.roamdata.com

• By phone-SPS Mobile Support 8am-8pm est. 7 days/week 1-888-477-8570 • Email – [email protected]

• Sage Mobile Swipe supported device list:

http://devices.roamdata.com/device-center/index2.php