{"_id":"59cc3054235d480010a19536","category":{"_id":"59cc3054235d480010a19528","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:33:37.170Z","from_sync":false,"order":0,"slug":"introduction","title":"Introduction"},"parentDoc":null,"user":"54595f39df560c0800b40fc0","project":"54cc14d03be4370d0082ac5d","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-30T23:33:37.847Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"[block:callout]\n{\n  \"type\": \"success\",\n  \"title\": \"Do you have your Merchant Account?\",\n  \"body\": \"If you don't yet have your merchant account set-up, start with [Getting Your Merchant Account](doc:merchant-account-setup).\"\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"success\",\n  \"title\": \"Did you ask for Hosted Checkout Retail when you received your Merchant Account?\",\n  \"body\": \"If you already have a previous Merchant Account, call Chase Paymentech Sales as described in [Getting Your Merchant Account](doc:merchant-account-setup) and **tell them you want to get started with Hosted Checkout Retail.**\"\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"success\",\n  \"body\": \"Hosted Checkout Retail requires Chrome. For more information, see our [Browser Support Page](doc:browser-support).\",\n  \"title\": \"Are you using Google Chrome as your web browser?\"\n}\n[/block]\nNow that you have your Merchant Account set up and provisioned for Hosted Checkout Retail, you will receive an Email Invite from Hosted Checkout Retail inviting you to create your login.\n\nYour Invite Email will contain a link to complete your User Account creation.\n\nAfter clicking the link, you will be prompted to set a password, and possibly to upgrade your web browser.\n\nNext, you will enter the Setup Wizard.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Setup Wizard Step 1: Verify Account Contact\"\n}\n[/block]\nIn Step 1, you will validate that the Account Contact details entered by the Chase Paymentech Support Representative are correct. If any details are not correct, please contact Chase Paymentech Merchant Support at 1-800-507-0782. When verified, click Proceed.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/U2gFyTfEQ4uhr1f54PMm_Wizard%20Step%201%20-%20Verify%20Account.png\",\n        \"Wizard Step 1 - Verify Account.png\",\n        \"2880\",\n        \"1430\",\n        \"#bd955d\",\n        \"\"\n      ],\n      \"caption\": \"Setup Wizard - Step 1 - Verify Account Contact\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Setup Wizard Step 2: Verify Merchant Contacts\"\n}\n[/block]\nIn Step 2, you will validate that the Merchant Contact details entered by the Chase Paymentech Support Representative are correct. It is important that this information is correct, because it is used on your receipts and may be used by Hosted Checkout Retail Support to contact you. If any details are not correct, please contact Support at 1-800-507-0782. When verified, click Proceed.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/uFqtHJRTWmN48ICM8OqV_Wizard%20Step%202%20-%20Verify%20Merchant%20Contacts.png\",\n        \"Wizard Step 2 - Verify Merchant Contacts.png\",\n        \"2876\",\n        \"1382\",\n        \"#bd955d\",\n        \"\"\n      ],\n      \"caption\": \"Setup Wizard - Step 2 - Verify Merchant Contacts\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Setup Wizard Step 3: Terminal Assignment\"\n}\n[/block]\nIn Step 3, you will assign a Terminal ID (TID) to the PC you are using to complete the setup process. The actual TID will be chosen for you (e.g. 001), but you will be asked to enter a name for your terminal. Choose a name that you will recognize as the PC you are setting up: For example, \"Front Desk\", or \"Lane 3\". After you have entered a name for your Terminal, click Create.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ujjgJWTEQOSoGczCxYa9_Wizard%20Step%203%20-%20Terminal%20Assignments%201.png\",\n        \"Wizard Step 3 - Terminal Assignments 1.png\",\n        \"2876\",\n        \"902\",\n        \"#5fa6b8\",\n        \"\"\n      ],\n      \"caption\": \"Setup Wizard - Step 3 - Choose a Name for your Terminal/PC\"\n    }\n  ]\n}\n[/block]\nYou will now see a message confirming the assignment of your PC/Terminal to a TID number. Click Proceed to continue to the next step.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/GjTU5dEiSreYfbRMzw6X_Wizard%20Step%203%20-%20Terminal%20Assignments%202.png\",\n        \"Wizard Step 3 - Terminal Assignments 2.png\",\n        \"2880\",\n        \"1032\",\n        \"#bd955c\",\n        \"\"\n      ],\n      \"caption\": \"Setup Wizard - Step 3 - Terminal Assignment Created\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Setup Wizard Step 4: Setup PIN Pad\"\n}\n[/block]\nIn Step 4, you will complete the setup of your PIN Pad and verify connectivity with a simple connection test. Follow the instructions on this screen, which may vary according to which Operating System you are running.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/OFHInIRoOAUicGxR1MuQ_Wizard%20Step%204%20-%20Setup%20Pinpad%202.png\",\n        \"Wizard Step 4 - Setup Pinpad 2.png\",\n        \"2880\",\n        \"1044\",\n        \"#c49c55\",\n        \"\"\n      ],\n      \"caption\": \"Setup Wizard - Step 4 - Waiting to Connect to PIN Pad\"\n    }\n  ]\n}\n[/block]\nWhen you have completed the PIN Pad Setup steps, you will see a verified PIN Pad connection with a green check-mark and a successful connection message as below. When your PIN Pad connection is established, click Proceed.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/apsC9KfkSOKOgeG016pa_Wizard%20Step%204%20-%20Setup%20Pinpad%203.png\",\n        \"Wizard Step 4 - Setup Pinpad 3.png\",\n        \"2880\",\n        \"1070\",\n        \"#62a1a1\",\n        \"\"\n      ],\n      \"caption\": \"Setup Wizard - Step 4 - Connected to PIN Pad\"\n    }\n  ]\n}\n[/block]\nYou have now completed the Setup Wizard, and are ready to begin processing Transactions!\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"To learn how to process your first Transaction with the PIN Pad, read [PIN Pad Transactions](doc:pinpad-transactions)\",\n  \"title\": \"Processing Your First Transaction\"\n}\n[/block]","excerpt":"Getting started with Hosted Checkout Retail","slug":"getting-started","type":"basic","title":"Getting Started"}

Getting Started

Getting started with Hosted Checkout Retail

[block:callout] { "type": "success", "title": "Do you have your Merchant Account?", "body": "If you don't yet have your merchant account set-up, start with [Getting Your Merchant Account](doc:merchant-account-setup)." } [/block] [block:callout] { "type": "success", "title": "Did you ask for Hosted Checkout Retail when you received your Merchant Account?", "body": "If you already have a previous Merchant Account, call Chase Paymentech Sales as described in [Getting Your Merchant Account](doc:merchant-account-setup) and **tell them you want to get started with Hosted Checkout Retail.**" } [/block] [block:callout] { "type": "success", "body": "Hosted Checkout Retail requires Chrome. For more information, see our [Browser Support Page](doc:browser-support).", "title": "Are you using Google Chrome as your web browser?" } [/block] Now that you have your Merchant Account set up and provisioned for Hosted Checkout Retail, you will receive an Email Invite from Hosted Checkout Retail inviting you to create your login. Your Invite Email will contain a link to complete your User Account creation. After clicking the link, you will be prompted to set a password, and possibly to upgrade your web browser. Next, you will enter the Setup Wizard. [block:api-header] { "type": "basic", "title": "Setup Wizard Step 1: Verify Account Contact" } [/block] In Step 1, you will validate that the Account Contact details entered by the Chase Paymentech Support Representative are correct. If any details are not correct, please contact Chase Paymentech Merchant Support at 1-800-507-0782. When verified, click Proceed. [block:image] { "images": [ { "image": [ "https://files.readme.io/U2gFyTfEQ4uhr1f54PMm_Wizard%20Step%201%20-%20Verify%20Account.png", "Wizard Step 1 - Verify Account.png", "2880", "1430", "#bd955d", "" ], "caption": "Setup Wizard - Step 1 - Verify Account Contact" } ] } [/block] [block:api-header] { "type": "basic", "title": "Setup Wizard Step 2: Verify Merchant Contacts" } [/block] In Step 2, you will validate that the Merchant Contact details entered by the Chase Paymentech Support Representative are correct. It is important that this information is correct, because it is used on your receipts and may be used by Hosted Checkout Retail Support to contact you. If any details are not correct, please contact Support at 1-800-507-0782. When verified, click Proceed. [block:image] { "images": [ { "image": [ "https://files.readme.io/uFqtHJRTWmN48ICM8OqV_Wizard%20Step%202%20-%20Verify%20Merchant%20Contacts.png", "Wizard Step 2 - Verify Merchant Contacts.png", "2876", "1382", "#bd955d", "" ], "caption": "Setup Wizard - Step 2 - Verify Merchant Contacts" } ] } [/block] [block:api-header] { "type": "basic", "title": "Setup Wizard Step 3: Terminal Assignment" } [/block] In Step 3, you will assign a Terminal ID (TID) to the PC you are using to complete the setup process. The actual TID will be chosen for you (e.g. 001), but you will be asked to enter a name for your terminal. Choose a name that you will recognize as the PC you are setting up: For example, "Front Desk", or "Lane 3". After you have entered a name for your Terminal, click Create. [block:image] { "images": [ { "image": [ "https://files.readme.io/ujjgJWTEQOSoGczCxYa9_Wizard%20Step%203%20-%20Terminal%20Assignments%201.png", "Wizard Step 3 - Terminal Assignments 1.png", "2876", "902", "#5fa6b8", "" ], "caption": "Setup Wizard - Step 3 - Choose a Name for your Terminal/PC" } ] } [/block] You will now see a message confirming the assignment of your PC/Terminal to a TID number. Click Proceed to continue to the next step. [block:image] { "images": [ { "image": [ "https://files.readme.io/GjTU5dEiSreYfbRMzw6X_Wizard%20Step%203%20-%20Terminal%20Assignments%202.png", "Wizard Step 3 - Terminal Assignments 2.png", "2880", "1032", "#bd955c", "" ], "caption": "Setup Wizard - Step 3 - Terminal Assignment Created" } ] } [/block] [block:api-header] { "type": "basic", "title": "Setup Wizard Step 4: Setup PIN Pad" } [/block] In Step 4, you will complete the setup of your PIN Pad and verify connectivity with a simple connection test. Follow the instructions on this screen, which may vary according to which Operating System you are running. [block:image] { "images": [ { "image": [ "https://files.readme.io/OFHInIRoOAUicGxR1MuQ_Wizard%20Step%204%20-%20Setup%20Pinpad%202.png", "Wizard Step 4 - Setup Pinpad 2.png", "2880", "1044", "#c49c55", "" ], "caption": "Setup Wizard - Step 4 - Waiting to Connect to PIN Pad" } ] } [/block] When you have completed the PIN Pad Setup steps, you will see a verified PIN Pad connection with a green check-mark and a successful connection message as below. When your PIN Pad connection is established, click Proceed. [block:image] { "images": [ { "image": [ "https://files.readme.io/apsC9KfkSOKOgeG016pa_Wizard%20Step%204%20-%20Setup%20Pinpad%203.png", "Wizard Step 4 - Setup Pinpad 3.png", "2880", "1070", "#62a1a1", "" ], "caption": "Setup Wizard - Step 4 - Connected to PIN Pad" } ] } [/block] You have now completed the Setup Wizard, and are ready to begin processing Transactions! [block:callout] { "type": "info", "body": "To learn how to process your first Transaction with the PIN Pad, read [PIN Pad Transactions](doc:pinpad-transactions)", "title": "Processing Your First Transaction" } [/block]