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Desjardins Monetico Invoicing, User Manual

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Page: 8 / 24

Desjardins Monetico Invoicing User Manual Download Page 8

8

Using the guide

Turning off the keypad

Once you’ve finished using the iCMP keypad, you can turn it off by pressing # and
the yellow button at the same time.

Keypad status

Your keypad status will appear in the top right corner of your mobile device.
Make sure your keypad is connected before you start a transaction.

Keypad not connected

Keypad connected

Connecting...

Introduction

←

→

Sales

Invoices

Refund

Expenses

Help

Left-hand

menu

Quotes

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Summary of Contents for Monetico Invoicing

Page 1: ...USER GUIDE Mobile solutions...

Page 2: ...pic you re looking for Table of contents Introduction Using the guide Sales Invoices Refund Expenses Help Left hand menu Quotes 1 Using the guide 2 Sales 3 Invoices 4 Refund 6 Expenses 8 Help 7 Left h...

Page 3: ...e solutions Mobile Mobile and Invoicing use the same app and control panel but have different features enabled This guide covers all three so we ve included a visual at the beginning of each section l...

Page 4: ...ca Note If you re using an iPad you ll find the app in the iPhone only section but don t worry the app will still work fine on your tablet Logging in Before you can use the Monetico app or online cont...

Page 5: ...et is compatible with Touch ID iOS Face ID iOS or fingerprint scanner Android you can activate this feature for the Monetico app This means you ll be able to open the app with your fingerprint or by s...

Page 6: ...meets the requirements of the PCI DSS Wireless Guideline For optimum security Make sure that no one can see you enter your password during the pairing process Only redo the pairing process if the key...

Page 7: ...n the keypad to select your device then press on the green key For Android devices Using your mobile device select your keypad from the list of Bluetooth devices Its name starts with ICMP and ends wit...

Page 8: ...and the yellow button at the same time Keypad status Your keypad status will appear in the top right corner of your mobile device Make sure your keypad is connected before you start a transaction Keyp...

Page 9: ...lution you have a Payment method i If you have a Mobile solution your options are Credit Debit Cash Cheque and Other ii If you have a Mobile solution your payment methods are Credit Debit Cash Cheque...

Page 10: ...ce the payment has gone through the Receipt screen will appear with a summary of the sale You can then close the window or send or print the receipt a Tap Send receipt to choose what you d like to do...

Page 11: ...ssuing refunds Issuing a refund using your mobile device available for Mobile and Mobile Go to the Invoices tab Select the transaction to refund Go to Payment history and tap once to open the Invoice...

Page 12: ...tes and invoices from the menu on the left Click Invoices Click the invoice number that you want to refund Check the box next to the transaction by clicking it and more options will appear Click Refun...

Page 13: ...only have the Invoicing solution and want to accept a credit card payment from a customer you must create a quote and send it to them They will receive an email with a link to a secure website where...

Page 14: ...nd services you ll be able to prepare quotes faster If you ve already added products and services to your catalogue you can search for them by entering keywords in the search bar To adjust the quantit...

Page 15: ...have to select the Process quote link to be sent to the quote approval page From this page he will be able to pay the quote directly by selecting the pay bouton or to approve or decline it If the quo...

Page 16: ...ote You can tap to edit the quote or to send it by email or text message Approve quote lets you approve the quote and move it to the Invoice tab where it can be paid To accept a full or partial paymen...

Page 17: ...s you send the quote by email or text message You will need the customer s contact information The customer will receive an email or text message with a link to a website where they can refuse or appr...

Page 18: ...e spending it on In Expenses you can record and categorize all your business expenses To record an expense tap Enter your details and then tap Save Use to search for a specific expense that you ve alr...

Page 19: ...siness activities The reports you can choose may vary depending on your solution Settings The Settings option lets you access the application settings The settings available change depending on your s...

Page 20: ...e transaction type that will automatically be displayed You can choose between Purchase and Purchase with tip Pinpad settings only for Mobile and Mobile The Pinpad settings menu contains options for y...

Page 21: ...your sales Default quote expiry period Lets you choose how long quotes will be valid before automatically expiring Use and to select the time period Default terms and conditions Lets you edit the term...

Page 22: ...Lets you see a list of printers linked to your smartphone or tablet Choose your default printer and press Save Import contacts Lets you see a list of your contacts if you give the app permission to vi...

Page 23: ...ur mobile solution Tap on a transaction to view the client or merchant copy send it to the customer or print a receipt Suppliers Available with these solutions Mobile Mobile Invoicing This option lets...

Page 24: ...outique monetico ca shop en Security You ll be logged out of the Monetico portal after 4 hours of inactivity You ll have to log in again if you want to keep using your solution Emails and texts At Des...

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