Overview
iProcess is a mobile app that turns your smartphone or tablet into a secure point-of-sale (POS) system. With iProcess, you can accept card payments on the go, manage transactions, and access key account features right from your device. Whether you're at a trade show, on-site with a customer, or operating a mobile business, iProcess gives you the flexibility to take payments anytime, anywhere.
What Is iProcess?
iProcess is a mobile POS application designed for both iOS and Android devices. It allows you to:
- Accept payments via card reader or manual entry
- Issue refunds, voids, and cash transactions
- Send digital receipts via email or text
- View recent transactions and generate reports
- Optionally use features like customer vault and product management
It's ideal for businesses that operate outside traditional storefronts, such as food trucks, service providers, and pop-up shops.
When to Use iProcess & Merchant Benefits
Common Use Cases
- Accepting payments at events, markets, or remote job sites
- Using it as a backup solution when your main POS is unavailable
- Combining card and cash payments in one place
Benefits for Your Business
- Faster checkouts: Complete sales directly from your mobile device
- Better tracking: Access real-time transaction history
- Customer convenience: Email receipts and remember customer preferences
Prerequisites
Before you can use iProcess, make sure you have:
- A mobile device running iOS 10+ or Android 5+
- An active merchant account with the value-added service, Mobile Payments, enabled
- Your gateway login credentials (username and password)
How to Download iProcess
iProcess is available on both major app platforms:
- iOS users: Download from the App Store.
- Android users: Download from Google Play.
Search for "iProcess" and install the app.
Setting Up iProcess for the First Time
Step 1: Log In
- Open the app
- Enter your gateway username and password
- Set a nickname for your device
Step 2: Pair a Card Reader (Optional)
- If you’re using a supported card reader, follow the in-app prompts to connect via Bluetooth or USB
Navigating the App: Key Screens
After logging in, you'll see these main areas:
- Menu (Three-bar icon): Access sales, history, settings, and account info
- Start Sale: Begin a new payment
- History: View recent transactions
- Settings: Customize your receipt options, tips, and other preferences
Each screen is designed to be simple and user-friendly so you can quickly process transactions or update settings as needed.
Common Questions
Do I need special hardware to use iProcess?
No, you can manually enter card details if you don’t have a card reader. However, using a reader allows for faster and more secure transactions.
What if I forgot my login credentials?
Merchants will need to contact their Merchant Service Provider to reset their Gateway credentials.
Can I use the app on multiple devices?
Yes, but each device must be individually logged in and authorized.