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BBPOS Wisepad 2 Plus

Mobile Phone Version


IMPORTANT!

IMPORTANT
  • Check the identity of the third-party personel who become maintenance personel before being allowed access to inspect device.
  • Do not install, replace, or dismantle the device without verification from support@cashlez.com
  • Be aware of any suspicious actions toward the device. For example, and unknown person opens, disassambles, or replace a part of the device.
  • Report immediately to support@cashlez.com if there are suspicious actions such as indications of damage and or device replacement without verification to support@cashlez.com

Download Cashlez Application

  1. Choose Cashlez Application in Google Play or App Store.
  2. Press Install.

Reader Activation

image 1
    No.IndicatorDescription
    1.Card SwipeA place to swipe a non-chip debit/credit card.
    2.On/Off ButtonButton to turn on/off the card reader.
    3.Enter ButtonButton to approve/continue activity.
    4.Clear/Cancel ButtonButton to prevent changes from activity.
    5.Card Insert/Card ChipA place to dip debit/credit cards with chips.
  1. Activate the reader by pressing the Power button for a few moments.
  2. Check the mobile internet connection and make sure the internet/wifi data package is connected.

Sign Up

image 2
  1. Click Sign Up to register.

image 3
  1. Please read the applicable "Terms and Conditions", then if the user agrees, then click the checkbox then click the next button.

image 4
  1. Please fill out the short registration form attached for the next stage of becoming a Cashlez Merchant, then click the next button when you are finished.

image 5
  1. Users can choose 2 stages to get a verification code, namely via Whatsapp or SMS.

image 6
  1. After the user enters the verification code, a temporary PIN will be sent to the registered email.
    email notification

    After clicking the “I have received my email with PIN” button, the user will receive an email related to “Cashlez Login Information” and will be directed to the “Change PIN” page at the same time.


image 7
  1. Users can view the details of the “Cashlez Login Information” in the registered email.
    note

    All data related to Mobile User Login, Portal User Login and Portal Link (Android and IOS) are attached to the email.

image 8

Login

note

The following Login interface can be implemented on both Android and iOS systems.

image 8
  1. Click Cashlez application on the cellphone.
image 8

  1. Type Username (Username).
  2. Enter PIN.
    tip

    Click masking pin if you want to see the PIN.

  1. Click the Log in button.
    note

    The access PIN is a 6-digit number.

  1. Click Forgot PIN to change the PIN.

Change PIN

    change PIN 1
  1. Press Symbol ≡ then Click button Setting.

  2. change PIN 2
  3. Click Change PIN to change old PIN.

  4. change PIN 3
  5. Input old PIN.
  6. Input new PIN.
  7. Input new PIN to confirmation.
  8. Click Next to continue the PIN/Forgot Password reset process.

Forgot Password

    forgot 1
  1. Click Forgot Password if the user forgets and wants to get a new PIN.

  2. forgot 2
  3. Input Username.

  4. forgot 3
  5. Click OK to continue the PIN reset/forgot password process.

  6. change PIN 3
  7. Enter the old PIN.
  8. Enter the new PIN.
  9. Enter the new PIN to confirm.
  10. Click Next to continue the PIN/Forgot Password reset process.

Pairing

    Pairing Android Through The Mobile Settings Menu

      Pairing Mobile (Android) with the reader Through the Mobile Settings Menu

      pairing 1
    1. Choose menu Setting.

    2. pairing 2
    3. Turn on the reader, then press the On/Off button.

    4. pairing 4
    5. Select the bluetooth menu, then turn on bluetooth.

    6. pairing 5
    7. Connect the reader and press the refresh button, recheck the reader ID that appears, if it is correct you can press connect (pairing).

    8. note

      After connecting the cellphone and reader, please check again on the reader and cellphone to make sure they are connected to each other.


      pairing 6
    9. Press Button Enter.

    Pairing Android Through the Cashlez Application

      Pairing Handphone (Android) with Reader Through the Cashlez Application

      pairing 7
    1. Log in to the Cashlez App ,then select option ≡.

    2. pairing 8
    3. Choose Setting.

    4. pairing 9
    5. Press button On/Off.

    6. pairing 9
    7. Choose Reader.

    8. pairing 10
    9. Select button Refresh.

    10. pairing 11
    11. Check again the ID reader that appears, if it is correct, then press the button connect.

    12. pairing 12
    13. Select the pair button and immediately check on reader.

    14. pairing 13
    15. Press Button Enter.

    16. pairing 14
    17. If it is connected to the reader menu, the Reader ID will appear on the cellphone.

    Pairing iOS through Mobile Setting Menu

      Pairing (iOS) with the reader Through the Mobile Settings Menu

      pairing 15
    1. Choose menu Setting.

    2. pairing 16
      pairing 17
    3. Turn on bluetooth on the setting menu and activate the reader by holding the On/Off button.

    4. pairing 18
    5. Click ID reader on the bluetooth page.

    6. pairing 19
    7. Check the ID reader that appears, if correct, press the **Pair** button on the mobile phone, then presson the Reader

    8. pairing 20
    9. Make sure the ID reader status is Connected.

    Pairing iOS Through The Cashlez Application

      Pairing Handphone (iOS) with the reader Through the Cashlez Application.

      pairing 21
    1. After logging in, a Bluetooth confirmation screen will appear, then press Settings.

    2. pairing 22
    3. Turn on bluetooth.

    4. pairing 23
    5. Press button On/Off.

    6. pairing 24
      pairing 25
    7. Check the reader ID that appears, if it is correct, press pair then press Enter on the reader.

    8. pairing 26
    9. Go back to the Cashlez app, then press option ≡ button.

    10. pairing 27
    11. Select Settings.

    12. pairing 28
    13. Select Reader.

    14. pairing 29
    15. Select Refresh.

    16. pairing 30
      pairing 31
    17. Press connect on the serial number of the connected reader and select OK, wait until it changes to unpair.

    18. pairing 32
    19. if the user no longer wants to connect (pairing) the mobile phone and the reader, then click the Disconnect button.

Payment Transaction

    Normal Payment

      Transaction (Simple)

        normal 1
      1. Enter the transaction nominal on the cellphone, then click the button ➡️.

      2. pairing 2
      3. Click add description to add a description to the transaction (optionally).

      4. normal 3
      5. Press Add Photo to add a photo to the transaction (optionally).

      Transaction (POS)

        normal 4
      1. Click Input Customer to provide information about the buyer's contact.
      2. Click All Items to open the Category section.
      3. Click Icon [-] to scan QR Barcode.
      4. Click Clear All to clear all filters.
      5. Click Items to process the payment.

      6. normal 5
      7. Enter the name of the buyer in the Name field.
      8. Enter the Mobile Number in the Phone section.
      9. Enter the Buyer's Email in the Email section.
      10. Then after everything is filled in, please click the Input Customer button.
      11. Category at the time of clicking the section All Items.

      12. normal 6
      13. Scan QR Code/Barcode

    Payment Via CC/Debit

    1. Ask the merchant to choose an available payment method, choose between Debit/Credit card.
    2. Please dip/swipe the card.
    3. If it's a Chip Card, insert the merchant card into the reader (at the bottom of the card reader).
    4. note

      Especially for non-chip cards, they are no longer used for regulation in Indonesia.

    5. If payment selects PIN, ask the merchant to enter the PIN on the reader device, then select the button Enter.
    6. If payment select Signature/Signature press the button Enter 1 time until the card reader screen appears BY PASS PIN, press the button Enter, ask the merchant to sign on the cellphone.
    7. Select agree.
    8. If successful, the transaction is directed to the transaction receipt menu.
    9. note

      If payment selects Signature/Signature press the button 1 time until the card reader screen appears BY PASS PIN, press the button, ask the merchant to sign on the cellphone. Select agree.


    Transaction Detail

      detail 1
    1. If the transaction is successful, the mobile device will immediately display the Transaction Detail.

    2. detail 2
    3. Enter the email address you want to go to and click the box if you don't want to include the location of the transaction (*optional), then click the send button.

    4. detail 3
    5. If the transaction proof delivery process has been successful, a pop up notification will appear on the cellphone, then click the OK button to go to the next step.

    6. detail 4
    7. Details of proof of transaction have been sent to email.

    Transaction Menu

      trans menu 1
    1. Click Transaction History to see details of payments that have already been made.

    2. trans menu 2
    3. If you want to search for a specific transaction, click the 🔍 sign on the top right. Users can search for transactions based on: Transaction ID, Merchant Transaction ID, Verification Code, and Transaction Date.

    4. trans menu 1
    5. Click the Category Dropdown and select one, then click Search.

    6. trans menu 1
    7. Click Bill to see the bill section.

    8. trans menu 1
    9. If you want to search for a specific transaction, click the 🔍 sign on the top right. Users can search for bills based on: Bill ID or Due Date.
    10. Reset

      Click the Reset button to refresh the Bill data.


      trans menu 1
    11. Click the Category Dropdown and select one, then click Search.

    12. trans menu 1
    13. Click Settle Transaction.

    14. trans menu 1
    15. Click Input Username..
    16. Input Password.
    17. Click button Confirm to send information Settle Transaction.

    Management Menu

      Pre-Subscription

      management 1

      In the red box, merchants can use this feature without the need for a subscription.

      1. Product to see all products sold.
      2. Category to view products by selecting available categories.
      3. Tax to give tax from the merchant to the buyer when buying a product.

      Subscription

      management 1

      The next red box is an optional option because the merchant must do a subscription to open this feature.

      1. Stock in/out to see the merchant's stock in and stock out.
      2. Report to see the merchant report.
      3. Cash Flow to see the merchant's cash flow.

    Upgrade Features

      Pre-Registration

        step 1
      1. Log in to the Cashlez Application, then select option ≡.

      2. step 2
      3. Click Upgrade Features.

      4. step 3
      5. Click OK to next step registration process.

      6. step 4
      7. Fill in the personal data in Step 1 that has already been registered during the sign up process to continue registering as a merchant so that you can make transactions.

      8. step 5
      9. Upload ID Photo.
      10. Upload Selfie Photo With ID
      11. Upload NPWP.

      12. step 6
      13. Please fill in the Company Information in step 2 to complete the registration so that you can make the payment as a merchant.

      14. step 7
      15. Please upload Product Photos.
      16. Please upload Business Location.

      17. step 8
      18. Please fill in the Bank Account Information in the 3rd/last step to complete the registration so that you can make payments as a merchant.

      19. step 9
      20. Please sign the Sign Here provided, then if the user agrees, please check the consent box, then click the submit button.

      21. step 10
      22. The "Full Registration Success" notification will appear after clicking the submit button in Step 3. Please wait for the revision from the developer team.

      Registration Features

        step 11
      1. Log in to the Cashlez Application, then select an option ≡.

      2. step 12
      3. Click Upgrade Features.

      4. step 13
      5. In the Upgrade Features menu, users can choose several payment options.
        1. Click the Request Payment Option Dropdown if the user wants to select Installment.
        2. note

          This feature will enable you to use installment payment option. With this feature, customer will be able to pay by installment with Mandiri & BNI Credit Card.

        3. Insert request note (*optional).
        4. Click button Submit.

        step 14
      6. In the Upgrade Features menu, users can choose several payment options.
        1. Click the Request Payment Option dropdown if the user wants to select LinkAja.
        2. note

          This feature will enable you to use LinkAja Payment option.

        3. Insert request note (*optional).
        4. Click button Submit.

        step 15
      7. In the Upgrade Features menu, users can choose several payment options.
        1. Click the Request Payment Option dropdown if the user wants to select OVO.
        2. note

          This feature will enable you to use OVO Payment option.

        3. Insert request note (*optional).
        4. Click button Submit.

        step 16
      8. In the Upgrade Features menu, users can choose several payment options.
        1. Click the Request Payment Option dropdown if the user wants to select ShopeePay.
        2. note

          This feature will enable you to use ShopeePay Payment option.

        3. Insert request note (*optional).
        4. Click button Submit.

        step 17
      9. In the Upgrade Features menu, users can choose several payment options.
        1. Click the Request Payment Option dropdown if the user wants to select OCTO Mobile.
        2. note

          This feature will enable you to use OCTO Mobile Payment option.

        3. Insert request note (*optional).
        4. Click button Submit.