Xplor Pay Mobile Activation/Use/Setup Guide

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IOS:

1. Navigate to and open the “App Store” Application.
2. In the search bar, Search “Xplor Pay Mobile”.
3. Download the application.
4. Once the download is complete, navigate to the “Xplor Pay Mobile” Application and open it.
5. Once Opened, Merchant will be prompted to login, use the merchant’s Clearent/New merchant home login. Once logged in, they should have full access to the app.

ANDROID:

1. Navigate to and open the “Google Play Store” Application.
2. In the search bar, Search “Xplor Pay Mobile”.
3. Download the application.
4. Once the download is complete, navigate to the “Xplor Pay Mobile” Application and open it.
5. Once Opened, Merchant will be prompted to login, use the merchant’s Clearent/New merchant home login. Once logged in, they should have full access to the app.

XPLOR PAY MOBILE APP USE INSTRUCTIONS:

LOGGING IN AND SELECTING MERCHANT AND TERMINAL

1. Click on the XplorPay Mobile app icon.
2. A prompt “XplorPayMobile” Wants to Use “clearent.net” to Sign in” will pop up. Click Continue.
3. In the screen that pops up, sign in with your Username and password for your account. Click “Sign in” once you are ready.
4. You will see a page that says “merchant & Terminal selection”. Click on the blank space under “Merchant” to be taken to a search bar.
5. Search for your Merchant account, click on that account.
6. You will be taken back to the “Merchant & Terminal selection” Page. Wait a few moments and an available terminal will automatically populate under “Terminal”.
7. Once the “Merchant” and “Terminal” values are filled, click “Next” on the bottom.

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TAKING A PAYMENT

1. Click on the “Payment” tab in the lower left corner of the app.
2. Input the amount you want to charge.
3. Select The way you want to pay- either “card reader” or “manual entry”.
4. Then hit Charge and follow the instructions to complete a payment.

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CONNECTING A BLUETOOTH READER

1. Charge the reader 
   • Connect the reader to a power source.  
2. Download the Xplor Pay Mobile App 
   • (IOS) – “Insert QR code” 
   • (Andriod) – “Insert QR code”  
3. Open and Log into the Xplor Pay Mobile App 
   • If you have problems with this step please refer to ____ and contact___ for more help. 
4. Pair the reader 
   • With your phone or tablet 
     • Under the Payment tab, press the “Pair your first reader” button.  
     • After reviewing the prompt, press “Pair”.
     • On your reader, press the power button on the right side and wait for the top blue light to flash.
     • Select the your reader, then wait for it to connect Complete! You are all set and ready to use the Xplor Pay Mobile App.
5. Complete! You are all set and ready to use the Xplor Pay Mobile App.

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VIEWING/VOIDING/REFUNDING TRANSACTIONS

1. Click on the Transaction tab on the lower left corner of the app to see your transactions.
2. To refund, click on a transaction that is marked “settled” and click refund.
3. To void, click on a transaction that is marked “open” and click void.

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VIEWING BATCHES

1. Click on the Batches tab in the lower middle part of the screen.
2. You will be able to see the Total, Sales, Refunds, status, and net amount of the current Batch.

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SETTINGS

1. Click on Settings on the lower right corner of the screen.
2. To change “Merchant” or “Terminal” selection, click on the value you want to change, and search for the “Merchant” or “Terminal” you wish to access.
3. To look at Bluetooth reader settings, click “Readers”. Select the reader you wish to view or select “Pair new reader” and reference instructions above for setup.
4. To put app in Offline Mode. Click “offline mode options” and toggle “put offline mode slider from grey to green.
5. To ask email for receipts, Toggle “Ask to email transaction receipt from grey to green.

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INFO

1. Click on Info from lower right corner of screen.
2. Click Call support for easy access to Xplor Pay Mobile’s support team.
3. Click Update to update your app to the most updated version.
4. Click Log out to log out of the app.

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