Wind River Financial

iProcess Setup Guide for Android Devices

Contents:

iProcess account setup – 2

Installing iProcess on your Android device – 3

Configuring the iProcess app – 8

Attaching the iProcess card reader – 10

Processing a sale – 12

Processing a void or refund– 16

Common Questions– 18

Additional Features– 19

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iProcess Account Setup

1. Once your iProcess account is set up by Wind River Financial, you will receive 2 emails

containing your Username and Password. You will need these when you initially set up the

iProcess app on your Android device.

PLEASE NOTE: Each app download will result in an additional monthly fee. It is

recommended that a separate Username is established for each download. Please see

page 19 for Username generation instructions.

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Installing iProcess on your Android device

2. If you have not yet installed the

iProcess app, locate the Google Play

Store icon on your Android device’s

Home Screen or App Drawer.

3. The Google Play Store will open. Tap

the magnifying glass icon to start a

search.

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4. Type “iProcess” into the search bar and

tap the blue magnifying glass icon on

your virtual keyboard.

5. Tap “iProcess” in the search results

view.

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6. Tap the green “Install” button at the

top of the app’s Play Store page.

7. The app’s permission screen will

display. Tap the green “Accept” button

to continue and install the app.

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8. Your Android device will download and

install the iProcess app. When it is

finished, tap the “Open” button.

9. The first time you open the iProcess app

on your Android device, it will prompt

you to establish a Nickname for your

device. Change the Nickname to one

that identifies that device for you, such

as “Joe’s Phone” or “Tablet 1”. This is

important if you download the app onto

multiple devices. Tap the “Save” button

to continue.

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10. After setting the device Nickname, tap

the “Configure Now” button to set up

the iProcess app. If you don’t see the

“Configure Now” button, tap the blue

“Settings” button instead.

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Configuring the iProcess App

11. You are now in the iProcess settings

screen. Tap the “Username” button to

enter your iProcess Username. This

Username can be found in the email

from Wind River Financial that is shown

in step 1 of this guide. When you have

finished typing your Username, tap the

“OK” button.

12. Next, tap the “Password” button to

enter your iProcess Password. This is

the Password that was emailed to you

by Wind River (see step 1 of this guide).

When you have finished typing your

Password, tap the “OK” button. The

Username and Password are now

assigned to this mobile device. You

will never be prompted to enter either

of these again. This Password is only

entered when the app is initially

configured on your mobile device.

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13. You must then establish your own

“Application” or “Lock Screen”

Password for opening the iProcess app

for enhanced security. To set a

Password for opening the iProcess app,

tap “Enable Lock Screen”. Choose a

Password you can remember. This is

completely independent of the

Password discussed in Step 12. You

will need to enter this Password every

time you open the app. When you have

finished typing your chosen Password in

both fields, tap the “Continue” button.

14. There are several more options on this

screen. If you want your business

information to appear on your emailed

receipts, scroll down to the “Receipt

Details” section. Tap the “Business,”

“Address,” “City” and other buttons to

enter the relevant information.

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Attaching the iProcess card reader

15. Next, tap the “Choose Swipe Device”

option.

16. Select the iPS encrypted reader. Tap

“OK” when you are finished.

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17. Make sure that the “Enable Swiper”

option is checked

18. Plug your IPS encrypted card reader

into the 3.5mm audio jack on your

Android device. If you use a case with

your Android device, you may need to

remove it in order to properly seat the

card reader. Make sure the reader is

fully inserted before continuing. It

should click when it is completely

plugged in. Note that since the reader

uses your audio jack, your phone’s

sound will be disabled while the reader

is attached.

NOTES:

For the best performance, you

should turn up the volume on

your device when using your

encrypted card reader.

Unplug the reader when not in

use to maximize the reader’s

battery life.

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Processing a sale

19. When you are finished, tap the “Back”

button on your android device. You will

be presented with the iProcess app’s

main screen. To process a sale, tap the

green “Sale” button. Do Not Use the

Red Credit Button. This button is not

enabled on your app!

20. When you see the “Sale” screen, tap

the first box to enter the amount of the

sale.

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21. Next, swipe your customer’s card through the attached card reader. The Card Number and

Expiration Date fields will be automatically filled. At this point you can scroll down and fill in any

additional information about the transaction. When you are finished, tap the green “Process”

button. Note that you should always swipe a customer’s card. Do not type their credit card

number in manually. See the FAQ at the end of this guide for more information.

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22. Your customer will be prompted to sign for the transaction. Have your customer write his

signature in the white box using his finger. Ask your customer to tap the green “Approve”

button when finished.

23. After your customer has tapped “Approve,” a message will appear on the screen asking the

customer to hand the device back to you, the merchant. Tap the “Okay” button to dismiss this

message. Finally, a “Ready to Charge” message will appear, confirming the amount of the sale.

Tap the “OK” button to finalize the sale.

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24. After a few moments you will receive an approval message if the transaction is approved or a

decline message if the transaction is declined. From here, you can choose to view the receipt,

start a new transaction, or tap the “Done” button to return to the iProcess app’s main menu.

Click on “View Receipt” to e-mail a receipt to your customer.

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Processing a void or refund

25. To void a pending authorization or

refund a settled transaction, tap the

blue “History” button from the iProcess

app’s main menu. Do not use the red

“Credit” button. For more information

on why the red “Credit” button should

not be used, see Common Questions at

the end of this document.

26. Locate the transaction you would like to

void or refund and tap it.

Void will cancel a pending

authorization. No money will

change hands. Use this button

if possible.

Refund will give back money.

Money will be deducted from

your account and placed into

the cardholder’s account.

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27. The app will display details about the transaction. If the transaction has not settled yet, you will

have the option to void it. If the transaction is settled, your only option is to process a refund. To

void or refund the transaction, tap the green “Options” button and tap “Void.” If the void button is

not available, choose “Refund” instead.

Please Note: You must access the original transaction to have the option to void it or process a

refund. If you delete your transaction history in your mobile app, you will lose your option to

process voids or credit refunds.

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Common Questions

1. Where can I find more help?

a. More help is available within the iProcess app itself. Once the app is installed on your

device, open it and tap the blue “Help” button on the main screen.

2. Do I have to open the Google Play Store every time I want to run the iProcess app?

a. No. Once the iProcess app is installed on your device, you can launch it by tapping the

iProcess icon on your device’s Home Screen or App Drawer.

3. What if I cannot find the Google Play Store on my Android device?

a. The vast majority of Android phones and tablets can access the Google Play Store to

download apps. Some Android devices, such as the Amazon Kindle Fire, do not have

access to the Google Play Store. These devices will not be able to download and use the

iProcess app.

4. Can I run a credit by tapping the large red “Credit” button from the iProcess app’s main menu?

a. No. The red “Credit” button is for processing non-referenced credits, and is disabled for

security reasons. Running credits only from the transaction history helps protect your

money and your business.

5. Can I use the iProcess app in areas with no cellular data connection or Wi-Fi?

a. No. In order to use the iProcess app with your Android device, you must have either a

Wi-Fi connection or a cellular data connection. Transactions will not be accepted if your

device is not connected to the internet.

6. Can I type in a credit card number instead of swiping a card?

a. To protect your customers and your business, you should not. The card reader is

encrypted and prevents readable card data from entering your Android device’s storage

and memory. If you manually type a credit card number into the iProcess app, it will not

be encrypted. Having unencrypted credit card data on your Android device, however

briefly, is a serious security risk.

7. The iProcess app is giving me an error message. What’s wrong?

a. If the iProcess app gives an error message while trying to process a transaction, the

most common problem is poor cellular or Wi-Fi signal. For example, the errors “Host

Name in Cetificate Didn’t Match,” “Invalid Transaction ID/Object ID,” and “Unable to

resolve host (secure.nmi.com)” can all be caused by problems with your data

connection. When using the iProcess app, make sure you are in an area with a strong

data signal, and connect to Wi-Fi when you are able.

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Additional Features Available with NMI iProcess Mobile Your NMI iProcess Mobile account includes features that you can use by logging on to the NMI website.

Log on to NMI:

o www.nmi.com

o Click on the blue Merchant login button in the upper right corner of the home page.

Enter your Username and Password (the same ones used in Step 11 and 12).

Click Login.

Designated Auto-Settle Time

Your transactions will settle automatically each day. The default auto-settle time is 7:00pm CST. To

adjust your designated auto-settle time:

Click on Settings.

Click on Settlement Schedule.

Adjust the time in the drop-down window.

Click on Update Settlement Schedule.

o Please note, your Visa, MasterCard and Discover transactions will be deposited into

your checking account 2 business days after the batch settlement date.

Additional Users

Your Primary NMI iProcess Mobile account Username is set up by Wind River at the time your NMI

iProcess Mobile account is set up. If you will have multiple mobile users processing transactions, you

will want to establish a separate Username for each User. The Username will appear in the transaction

detail in your reporting and may be used for tracking purposes. To set up additional Usernames:

Click on Settings

Click on User Accounts

Click on Click Here To Add A New User Account

Complete the required fields (flagged with red asterisks)

Click on Create User

The new User will receive an e-mail from the NMI site, providing a link for them to click on to be routed

to the NMI site and establish their own password. They will assign their Username and Password when

they download the NMI iProcess Mobile app onto their mobile device.

PLEASE NOTE: Each additional app download will result in an additional monthly fee.

NMI iProcess Mobile Passwords:

Must be between 8-32 characters

Must include a number and a letter

Are case-sensitive, but upper and lower case are not both required

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Manage Your Monthly Fees

If you are no longer using the NMI iProcess mobile app on a mobile device, you may eliminate the

monthly support fee assessed for that device, by deactivating that mobile device:

Log on to NMI (see page 19)

Click on Settings.

Click on License Manager

On the Mobile Devices tab, click on the Device Deactivation icon in the Action column for the

device you are no longer utilizing

Batch Settlement Report

With every settled batch via your NMI iProcess mobile account, you will receive an e-mail, providing

your batch totals. To view detail of your batches:

Click on Reports.

In the Transaction Snapshot section, establish the timeframe for the batches you want to view

using the Start Date and End Date fields. Click Submit.

Your batch settlements will be listed by date and batch number on the left, with the batch net

total on the right.

Click on the magnifying glass to the left of the batch date, then View These Transactions to

view the individual transactions in that batch.

o You may then click on the transaction ID to view details for that transaction.

o If you have downloaded the iProcess app on multiple mobile devices and have a

separate Username set up for each mobile device, the Username will appear in the

transaction details.