Welcome to QuickSale TapToPhone, a comprehensive payment application that converts your NFC-enabled Android device into a full-featured, portable payment terminal. Designed for businesses of all sizes, this app allows you to securely process a wide range of transactions, manage sales history, view detailed reports, and customize settings to fit your operational needs.
By leveraging your device’s built-in Near Field Communication (NFC) technology, you can seamlessly accept contactless payments from credit cards, debit cards, and mobile wallets (such as Apple Pay and Google Pay). This guide provides detailed instructions on every feature of the application.
2. Getting Started
System Requirements
Before installation, ensure your device meets the following criteria:
An Android smartphone equipped with NFC (Near Field Communication).
Android Operating System version 12.0 or higher.
A stable internet connection (Wi-Fi or cellular data) for live transaction processing.
Installation
To begin using QuickSale TapToPhone, you will need a license number and two applications from the Google Play Store.
Obtain Your License: If you haven’t already, please contact our support team at support@chargeanywhere.com to obtain your license number.
Install the Applications: Download and install the following two applications from the Google Play Store on your compatible Android device.
QuickSale TapToPhone: This is the main application you will use to perform all transactions, view reports, and manage settings.
QuickSale Tap Core: This is a required support application that is installed and runs in the background to enable secure payment processing. You will not need to open or perform any actions within the Tap Core app itself.
Important: QuickSale Tap Core App Requirement
The QuickSale Tap Core application is a mandatory component required for the app to function. If you launch the QuickSale TapToPhone app without having Tap Core installed, an alert will appear during the initial registration process.
The alert will display the message: “QuickSale® Tap Core is Required. Please install QuickSale® Tap Core from PlayStore and restart the application”.
This alert provides two options:
OPEN PLAYSTORE: This is the recommended action. Tapping this button will take you directly to the Google Play Store to download and install the necessary QuickSale Tap Core application. After installation is complete, you must manually restart the QuickSale TapToPhone app to proceed with registration.
CANCEL: Tapping this button will dismiss the alert and halt the registration process. You will not be able to process the transaction using the Tap to Pay feature until QuickSale Tap Core is installed.
Account Registration
1. Getting Started
Open the app on your device, and you’ll be prompted to enter your registration credentials.
2. Credentials
Manual Entry: Enter your license number and phone number in the respective fields to register and access the app. Accurate information is crucial for a successful registration process.
Scan QR Code: Alternatively, tap the Click to Scan QR Code option to scan a QR code containing your registration credentials. This feature simplifies the registration process by auto-filling your details and automatically submitting them without the need for further action.
3. Submit
If you’ve entered your details manually, tap Submit to complete the registration process and log into your account.
For QR Code registration, submission is automatic, and you will be logged in without additional steps.
3. Transactions
The Transactions menu allows you to perform various payment actions. The primary method for card entry is tapping the customer’s contactless card or device on the back of your phone when prompted.
Accepting a Contactless (Tap) Payment
After you enter the transaction amount for a sale and confirm, the application activates your device’s NFC reader and displays the payment screen. This screen indicates that the terminal is ready to accept the customer’s contactless payment. When this screen appears, here is what you need to know to complete the transaction:
Instruction: The screen explicitly tells the customer to “Tap your card on the back of your phone”. You should guide your customer to hold their contactless card, smartphone, or wearable device near your phone’s NFC sensor.
Transaction Details: The top of the screen confirms the transaction type is a “Sale” and shows the total amount to be charged, for example, “$10.00”.
Countdown Timer: A timer is displayed (e.g., “19s”). The customer must tap their card or device before this timer runs out, or the transaction will be canceled.
Tap Card: Hold the card or device steady until you hear a confirmation sound and the app shows that the transaction is processing.
Manual Entry Option
If the customer’s card does not have a contactless feature, or if the tap fails, you can select the Manual Input Card Number option to key in the card details by hand.
Sale
A sale is a completed transaction where a customer purchases goods or services. It is the primary transaction type.
Steps to Process a Sale:
Accepting Payment
Open the QuickSale TapToPhone app.
Select Sale from the menu options.
Input the Sale amount and confirm.
Tap for Payment
The app will display “Tap your card on the back of your phone”, indicating the NFC reader is active.
Instruct the customer to hold their contactless card, smartphone, or wearable device against the back of your phone.
Hold the card/device steady until a confirmation sound is heard and the app begins processing.
Approval and Receipt
Once approved, you’ll see the Approved message. Click Continue.
Collect the customer’s signature, email, and phone number, if enabled in the receipt options configuration.
Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt, if enabled in the receipt options configuration.
Select Done to complete the transaction.
Authorize
An Authorize transaction verifies a card and places a temporary hold on funds without immediately capturing them. This is useful for securing a deposit or running a tab.
Steps to Process an Authorization:
Accepting Auth
Open the QuickSale TapToPhone app.
Select Authorize from the menu options.
Input the Auth Only amount and confirm.
Tap for Authorize
The app will display “Tap your card on the back of your phone”, indicating the NFC reader is active.
Instruct the customer to hold their contactless card, smartphone, or wearable device against the back of your phone.
Hold the card/device steady until a confirmation sound is heard and the app begins processing.
Approval and Receipt
Once approved, you’ll see the Approved message. Click Continue.
Collect the customer’s signature, email, and phone number, if enabled in the receipt options configuration.
Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt, if enabled in the receipt options configuration.
Select Done to complete the transaction.
Follow-up Capture
Use this process to finalize and capture funds for a sale that you previously pre-authorized within the app. These transactions are waiting for completion in your logs. This is ideal for workflows where an initial authorization is made, and the final capture happens later (e.g., confirming a hotel booking or preparing a large order). You will select the existing transaction from your logs and use the customer’s card again to securely complete the capture.
Steps to Process a Follow-up Capture:
Accepting Capture
Open the QuickSale TapToPhone app.
Select Transaction Logs from the menu options.
Select Authorized/Untipped Transactions.
Select the specific transaction you wish to capture.
Auth Capture
Tap Capture.
The app will display “Do you want to process through Nextgo.” Tap Yes to confirm you want to proceed.
The app will display “Transaction Processing”, indicating the processing of the transaction.
Approval and Receipt
Once approved, you’ll see the Approved message. Click Continue.
Collect the customer’s signature, email, and phone number, if enabled in the receipt options configuration.
Select Print Merchant Copy to print the merchant receipt and Print Customer Copy to print the customer receipt, if enabled in the receipt options configuration.
Select Done to complete the transaction.
Reversal/Void
This function allows you to cancel transactions. Understanding the difference is key:
Void: Cancels a completed transaction (like a Sale or Refund) before the batch is settled. The transaction is removed as if it never happened. You can typically only void transactions from the current business day.
Reversal: A refund is a process of returning the payment made by a customer for a product or service that they are not satisfied with or have returned.
Steps to process a Reversal/Void
Open the QuickSale TapToPhone app.
Select Reversal/Void from the menu options.
Select the transaction you want to refund or void.
After selecting the transaction, you have two options:
Refund: To refund the transaction amount to the customer’s account.
Void: To cancel the transaction (Please note that a voided transaction does not refund the customer’s account, so you may need to issue a refund separately if necessary).
Refund
A refund is a process of returning the payment made by a customer for a product or service that they are not satisfied with or have returned. It involves issuing a credit or refund to the customer’s account, which could be in the form of cash, check, or a reversal of a credit or debit card transaction.
Steps to Refund
4.1 To refund the amount, tap Refund. 4.2 Enter the refund amount and tap Process Refund to proceed. Note: You can either partially refund the amount or fully refund the amount depending on a particular case. 4.3 The app will display “Do you want to Process Through Nextgo?” Tap Yes to proceed. 4.4 The app will display “Do you want to Tap the Card?” Tap Yes to proceed. 4.5 Tap for refund:
The app will display “Tap your card on the back of your phone”, indicating the NFC reader is active.
Instruct the customer to hold their contactless card, smartphone, or wearable device against the back of your phone.
Hold the card/device steady until a confirmation sound is heard and the app begins processing.
4.6 Once the refund is approved, you will receive a confirmation message containing the Approval Code.
Void
Void typically means to cancel or reverse a previously completed transaction. When a sale is voided, the transaction is essentially nullified, and any money paid by the customer is refunded or credited back to their account. The voiding process may vary depending on the specific payment method and system used but typically involves reversing the payment and updating records to reflect the canceled transaction.
Steps to process Void
4.1 To void the transaction, tap Void and then click Yes to confirm the Void. Note: You can void a sale within 24 hours only. After 24 hours time window, you will not see the option to void a sale. 4.2 Once the void is approved, you will receive a confirmation message containing the Approval Code.
4. Transaction Logs
Transaction Logs provide comprehensive, searchable records of all activity processed through the app.
View/Modify Transactions: This is your primary transaction history. It displays a list of all sales, refunds, and voids. You can tap on any entry to view detailed information, resend a receipt, or initiate a linked refund or void.
Offline Transactions: This app supports offline processing. If your internet connection is lost, you can still accept payments. These transactions are encrypted and stored securely on your device. Once connectivity is restored, the app will automatically upload them for authorization. Risk Warning: Offline transactions are not authorized in real-time and carry the risk of being declined later due to insufficient funds, an invalid card, or other issues.
Failed Offline Transactions: This log contains any offline transactions that were declined or failed to process after your connection was restored.
Authorized Transactions: This is a dedicated log for transactions that have been authorized but not yet captured. It serves as a dashboard for managing pending payments. You can select any transaction here to perform a Capture or Void (Reversal).
To know about Transaction Logs in detail, refer to this section.
5. Reports
The Reports section provides valuable financial insights into your sales performance.
From the main menu, select Reports. The app will display a summary report for your current open batch.
Tap the three-dots icon in the top-right corner to access more options:
Reports: Select from a variety of detailed report types to analyze your data:
EDC Summary/Daily/Daily Detail: Breaks down transactions by payment type (Credit, Debit, etc.).
Clerk Summary/Daily/Daily Detail: Tracks performance if multiple users (clerks) are configured.
Email: Send a PDF copy of the current report to any email address for accounting or record-keeping.
Close Batch: This is a crucial end-of-day process. Closing the batch finalizes all transactions for the day and submits them to the payment processor for settlement into your bank account. Once a batch is closed, a new one is automatically started for the next business day.
To know about Reports in detail, refer to this section.
6. Configuration
The Configuration menu allows you to customize the app’s settings and functionality.
To know about Configuration in detail, refer to this section.
Set Up Options
A collection of settings to tailor the transaction workflow:
Optional Prompts: Enable or disable prompts for information like Invoice Number or Clerk ID during a transaction.
Transaction Settings: Configure options like signature requirements (for e-receipts) and enabling offline mode.
Receipt Options: Customize the header and footer of your email and SMS receipts with your business information and custom messages.
Batch Management
Close Batch: Manually close the current batch, identical to the function in the Reports section.
Batch History: View a list of all previously closed batches, including totals and transaction counts.
Security
Manage access and fraud prevention settings for your app.
Change Password: Update your login password.
Fraud Control: Configure security checks, such as prompts for card security codes if manual entry is ever used.
PIN Management: Set or change the PIN used for sensitive actions or manager overrides.
Support
Access help and information about the app.
Refresh Services: Reloads your merchant configuration from the server. Use this if a setting change isn’t appearing.
FAQ: A list of frequently asked questions and troubleshooting tips.
About: View details about the app version, your merchant ID, and gateway information.
To know about Configuration in detail, refer to this section.
7. Exit App
Once you are finished with your transactions, select Exit App from the main menu. This will securely log you out and close the application.
