USAePay iOS Mobile App

Getting Started

Download App

Install the Retail POS App on your iPhone, iPad, or iPod Touch in the App Store.

  • Step 1: Go to the App Store .
  • Step 2: Search for USAePay Retail POS App.
  • Step 3: Tap to install the application on your device.

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When logging in, you can login with a console username and password, or with an activation key that was provided to you. Instructions for each are shown below.

Console Users

First Time Logging In

The first time you access the Retail POS application (or anytime after logging out), you will be prompted to enter your merchant account username and password.

  • Step 1: Enter you username and password.
  • Step 2: Tap 'Login' to continue.

logingpage

Forgot Password

If you logged in using a console user, you can reset your password from the Login page.

Please Note: If you were issued an activation key and forgot the passcode you sent when initially logging into the app, you will need to contact the person who sent the deploy key to have one resent to you.

  • Step 1: To reset your password, tap on the ‘Forgot Password’ link.
  • Step 2: You will then be taken to a new page. Refer to the image.

Use the form to request a password reset. Enter your username or email address in the field provided then tap "Continue".

forgotpassword

  • Step 3: An email containing an authorization code will be sent to the email address on file.

Note: When changing your password, you must do so through your online merchant console. You cannot reset your password through the Retail POS App. New merchants must log into the merchant console and change the temporary password before proceeding to use the Retail POS App.

Activation Key User

First Time Logging In

The first time you login with an activation key, you will be sent an invitation to the app via SMS text or email. Examples of each are shown below:

SMS

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Email

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These activation codes are ONE TIME use, so you cannot use them on more than one application and they will expire after 24 hours.

  • Step 1: Open the app and select the "Have an Activation Code" link.

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  • Step 2: Copy and paste the activation key from the invitation email or text and tap "Activate".

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  • Step 3: Set Passcode. The first time you login, the app will show the screen "Set Deploy Code". Enter in a 4 digit numeric code. Then confirm the same code. This code is what you will use to log back in to the application if you logout.

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You are now logged in and can begin processing!

Logging Back in with Passcode

If you originally logged in with an activation key and you log out, of the app, you will be taken back to the login page. Since you have logged in with an activation key, you will not have a username and password.

  • Step 1: Swipe from right to left on the login page to get to the passcode login page. You will know you are looking at the correct page, because the top of the page will show the the activation key name you entered with the "Passcode" field and the "Login" button.

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There will be no fields for username and no "Forgot Password" links.

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  • Step 2: Enter the Deploy Pin into "Passcode" and click "Login". The passcode the the four digit code you set up the first time you logged into the application.

Sharing Passcode with Another Device

The Share Passcode option is to allow users who logged into the app via Activation Key to share their source key and settings with an additional device. This allows users to see the same customer and transaction info on more than one device. Follow these steps to share the deploy key/source key with another device:

  • Step 1: Go to "Settings"-> "Permissions" in the Mobile App.
  • Step 2: Scroll to the bottom of the page and tap "Share Passcode"

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  • Step 3: Select the method you would like to use to send the invitation (Email or SMS), and the email or phone number to send it to.

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  • Step 4: When sent successfully, the user will see the following message.

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The recipient of the invitation should login using the same steps as when sending the original activation key above.

Note: When logging in with a shared key, the app will NOT require you to enter a passcode when logging in for the first time. If the user gets logged out, the can log back in using the same passcode the original device set up here.

Reset Deploy Key Access Code

This feature allows you to reset the access code for a user which you deployed from the merchant console. If you would like to reset the access code, go to the Change Mobile Passcode section of the Applications page in the merchant console.

Overview

Enter a passcode and click "Submit". Once you have reset the passcode, inform the user and they will be able to login with the new passcode.

Logging Out

To Logout from the IOS Retail App, tap on the menu icon in the upper left corner to display the side menu.

Tap on "Logout" to logout of your account. You will automatically be redirected to the Login screen.

logout.png

Change log

2.1.35 - 2021-02-23

  • New Feature
    • Added printer support for the Castles Vega3000
  • Various Bug Fixes

2.1.34 - 2020-11-10

  • New Feature:
    • Added Cloud Device Support to SDK
  • Bug Fix:
    • On iPad, Pay button behaves correctly when switching between entry modes

2.1.33 - 2020-07-30

  • New Feature:
    • Added Cloud Device Support
  • Bug Fix:
    • Updated Legal Documentation

2.1.32 - 2020-04-15

  • New Features:
    • Added ability to search for Clerks
    • Added ability to filter Shifts
  • Bug Fixes:
    • Screen no longer appears black when reopening the app
    • Built-in scanner no longer adds a random quantity of product when scanning
    • Prompt for signature now works correctly
    • Can no longer change the card information when processing a quick sale
    • Transaction location now saves correctly when using the MP200
    • Selecting a tip percentage no longer crashes the app

2.1.31 - 2020-03-16

  • New Feature:
    • Added Shifts, Clerks, and Shift Reports
  • Bug Fixes:
    • App is now compatible with Dark Mode
    • Transactions are now sent correctly to MP200 after closing the app

2.1.30 - 2020-02-17

  • Bug Fixes:
    • Fixed an issue with certain PayPal cards
    • Updated link to Help wiki
    • App no longer crashes when using FaceID

2.1.27 - 2019-12-17

  • New Feature:
    • Added in camera scanning support for Item Pickup section
  • Bug Fixes:
    • Customers and Products sections no longer crash on iOS 13
    • Multiple receipt fixes

2.1.26 - 2019-10-17

  • New Features:
    • Supports MP-B20 and MP-B30 printer with MP200
    • Updated receipt template
    • Added Logging for MP200 troubleshooting
  • Bug Fixes:
    • Fixed Paysaber Jack (Shuttle) compatibility with iOS 13
    • Fixed printer compatibility with iOS 13
    • Improved database syncing
    • Improved network connectivity and stability
    • Improved stability with MP200
    • Fixed item scanning with camera
    • Manager Pin fixes
    • Multiple UI fixes

2.1.25 - 2019-07-07

  • New Features:
    • Support for Star Printer C-Print 2 & C-Print 3
    • Support for Star Printer 100 LAN 143 USB
  • Bug Fixes:
    • Credit Card info now prints correctly on receipts
    • iPad version now correctly follows the account refund policy
    • Permissions improvements
    • Invoice incrementing improvements
    • Itemized Order: Hold Order & Cash payment improvements

2.1.24 - 2019-02-08

  • New Features:
    • Added in Non-Cash Adjustment discount to Settings
    • Added in the ability to disable/enable prompt for signature in the Settings
    • Added new Item Pickup Section (iPad Only)
  • Bug Fixes:
    • Email receipts from a previous transaction now send correctly
    • Tax Rate now shows correctly for Quick Sale transactions
    • other minor bug fixes

2.1.22 - 2018-10-15

  • New Feature:
    • Added support for system and merchant scope
  • Bug Fixes:
    • Minor iOS 12 fixes

2.1.21 - 2018-09-24

  • New Features:
    • Added the ability to handle higher digits for Reference number
    • Added transKey for credit card transaction
  • Minor Bug Fixes

2.1.20 - 2018-08-31

  • New Features:
    • Added in a new setting to set Device Timeout for MP200
    • Added the ability to allow merchant to request Qty Order from the app
  • Bug Fixes:
    • MP200 now populates card holder name for EMV Transactions
    • Simple Charge no longer declines when using MP200
    • Product quantities and warehouses now update properly
    • Deleting products no longer crashes the app

2.1.19 - 2018-07-17

  • New Features:
    • Allow deploy users to reset their password
    • A whole new Dashboard that shows transactions processed from all devices
    • Added in the ability to Choose the inventory location
    • New UI for setting deploy password
  • Bug Fixes:
    • Can now see new products after being added successfully
    • Long product names wrap around instead of being cut off
    • Fixed iPhone X UI issue

2.1.12 - 2018-04-13

  • New Features:
    • Added in the ability for Deployed user to share their deploy key.
    • Added in new Bluetooth printer (MP-B20) support from Seiko
  • Bug Fixes:
    • Allow invoice field to accept both numbers and letters
    • No longer able to access edit screen when Restrict Inventory is on

2.1.11 - 2018-03-05

  • New Features:
    • Added in new Deploy Login allowing merchant to duplicate settings
    • Added in the ability to display Signature and Email agreements
    • Added in NetSale to iPhone Dashboard
  • Bug Fixes:
    • Voids now update automatically
    • Declined message no longer shows weird characters
    • Fixed permission issue when permission is set and re-entering the permission section

2.1.10 - 2017-11-27

  • Bug Fixes:
    • Fixed iOS 11.0 Hardware connectivity issue when iPhone/iPad goes to sleep
    • Fixed iPhone X UI issue
    • Minor bug fixes

2.1.9 - 2017-09-26

  • New Features:
    • Added in Touch ID login for faster and more secure login
    • Added in new User Experience to login screen when user input incorrect username and password
    • Added the ability to input Tip percentage to default tip
  • Bug Fix:
    • Minor Bug Fixes

2.1.8 - 2017-08-15

  • New Feature:
    • Added update button for iPhone
  • Bug Fixes:
    • Minor bug fixes
    • Dashboard updating fixes
    • Syncing Products no longer results in a crash

2.1.7 - 2017-07-10

  • New Features:
    • Added in support for EPSON Printer
    • Added in log capturing for mp200
    • Added in new user experience when adding products to shopping cart
    • Added in ability to hide disabled products
    • Added in Tip Adjust Flow
  • Bug Fixes:
    • Blank entries can no longer be added in the products tab
    • Title added to Legal Screen and about page
    • Ipad Mini forgot password link now works

2.1.6 - 2017-06-08

  • Bug Fixes:
    • Fixed security pin issue where it gets disabled when the app is killed
    • Fixed auto print receipt with MP200 connected
    • Fixed issue where saved order can’t be deleted
  • New Feature:
    • Enable category deletion

2.1.5 - 2017-05-03

  • Bug Fixes:
    • EMV transaction no longer gets approved when removing card after entering pin
    • Signature now prompts on all EMV Cards
    • Minor bug fixes

2.1.4 - 2017-03-29

  • New Features:
    • Added new selection in Settings to allow user to collect tips
    • Added in support for StarMicronics TSP 100 III Wireless Printer
  • Bug Fixes:
    • Added display message to show tip and total amount in signature screen
    • Fixed issue where transaction still shows decline until it syncs
    • Modify receipt to print tip line
    • Minor bug fixes

2.1.3 - 2017-03-06

  • New Features:
    • Barcode scanner socket mobile support
    • Added new UI to show castle device is updating
  • Bug Fixes:
    • Fixes print EMV receipt issue
    • Signature now prompts on EMV transactions
    • Minor bug fixes

2.1.2 - 2017-02-06

  • New Features:
    • Add in support for MP200
    • Add in ability to load custom email templates
  • Bug Fixes:
    • Fixed email UI issue
    • Added back in Decline Image
    • Performance improvement
    • Minor bug fixes

2.0.9 - 2016-09-08

  • New Features:
    • Functionality to adjust refund amounts
    • Grid layout option to view categories and products in Itemized Orders with additional toggle function between List and Grid views
    • Swipe navigation function between categories and products
  • Bug Fixes:
    • Fixed Woosim printer test receipt functions
    • UI issues
    • Tax rate display

2.0.8 - 2016-07-04

  • New Features:
    • Added in the ability to upload product images
    • Added in the ability to display product images in Itemized Order page
    • Added in a new printer support (Seiko Printer)
    • A complete new design for the Login page on the iPad
  • Bug Fixes:
    • PaysaberGo now connects
    • Fixed mPop printing issues
    • Minor bug fixes

2.0.6 - 2016-05-04

  • Bug Fixes:
    • Added in EMV support using iCMP
    • Added in Change Due for cash transaction on iPhone
    • Fixed print receipt
    • Minor bug fixes
  • New Feature:
    • Added in EMV support using iCMP ( Global payment platform only)

2.0.5 - 2016-02-05

  • Bug Fixes:
    • Added in taxable to products
    • Minor bug fixes
  • New Feature:
    • Added in iCMP support ( iCMP accepts NFC and MSR swipe)

2.0.3 - 2015-12-08

  • New Features:
    • Supports the new mPop all in one
    • Supports apple pay with Linea Tab Devices
    • Can edit the tax and discount per line item
    • Can open cash draw with doing a transaction