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 mobile payments enabled
- Your gateway login credentials (username and password)
Note: Your Merchant Service Provider can help verify that your account is ready to use iProcess.
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?
Contact your Merchant Service Provider to reset your credentials.
Can I use the app on multiple devices?
Yes, but each device must be individually logged in and authorized.
Need Help?
If you run into issues downloading, logging in, or setting up iProcess, please contact your Merchant Service Provider for assistance.