Resource Online How To Access Your Account On The Go
When you have a merchant account with us, you can view your payments data on a computer or a hand—held mobile device anytime. I am going to show you how your merchant services account automatically, including complimentary access to one of our web-based reporting tools, resource online or payment tech online, which are available from any internet-connected computer.
If you don’t have access to one of these solutions, contact your sales representative to get enabled as part of your online account setup, you’ll receive a username and temporary password. All of our online tools should use the same username and password to help you keep things simple, you can access any of the web-based tools from our merchants login page on Chase Payments com.
We have other short on how-to videos available with detailed information, on how to log in. In addition to these back-office tools, you’ll also receive access to our chase mobile, checkout apps, reporting features, which lets you view your entire payment processing figures on the go. Using your smart phone or tablet at no extra cost, you can download it from the Apple App Store or the Google Play Store.
Now you don’t have to process payments with chase mobile checkout to view your account data. If you just want to look at your payment processing figures on a smart phone or a tablet, all you need to do is to install the app and log in with your existing online account username and password. You’ll also be prompted to register the device for the first time to help us keep the sensitive data more secure.
If you find you need more help, give us a call. Once you get access to chase mobile checkout, you will see the reporting dashboard. The dashboard provides a high-level view of your account, you can get the details of all your payment transactions for your entire business on the top right corner.
You can tap the customize dashboard icon to show or hide, or rearrange your widgets by dragging them around, tap save. When you finish, the dashboard is interactive, you can tap on the wheels to get more information. You can also tap the share icon to send an image of your dashboard in an email.
Today’s transactions list the time payment brand, and the amount of most recent transactions you submitted today. Tap the widget to view the transactions 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 towards your sales goal. Settlement overview displays close 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 of 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, and tap the arrows to change the subtotal that displays the charge backs widget, which lists the total amount for charge backs currently in process.
Tap it to view the charge backs in summary format and in detail fees, displays a total of all fees assessed to your account over the past month. Now you’re ready to manage your account electronically anywhere.