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User Manual (English)

1. See Data entry and keys Line nnn 22 Lock 29 Maintenance terminal 14 Manager password See Password Mask ID it et bt ade eise 23 Maximum Amount to Surcharge 26 Merchant identification 27 Merchant message See Footer message Minimum Amount to Surcharge 26 N New 10 Number of See Receipt 0120 07325 0103 Off line 2 83 Operating conditions terminal 14 P Paper Care when 5 16 Paper roll replacement 15 SpeCIfICaliOD 15 Parameter download See Initialization Parameters See Configuration parameters Password nderit ede 19 Default password control 29 Forgotten 83 New 19 Security 202 21 20 Setting password control 28 mp See Dial prefix PUG y mcis e 24 Plug it module 13 Port number ot Re R
2. 33 Terminal 2 2 2 2 2 1 77 Transaction inquiry 73 RODIN iieri tede 18 82 83 Retry timer 25 S Sale Default Transaction at idle screen 26 Sale void credit Receipt 49 Set printing on or 32 Transaction 48 Sale void debit Receipt 69 Transaction 68 Sale credit Receipt sample with tip 45 Receipt sample without tip 43 Security 4000 22 26 Takemprint eiie 26 25 91 Ingenico i5310 Payment Platform User Manual Transaction flow with tip 44 Transaction flow without tip 42 Sale debit GCasliback 2 ec et eet tie 25 Receipt sample with cashback 65 Receipt sample with tip 63 Receipt sample without tip or cashback 61 WPL ONUWY s iuis ics eric 25 Transaction flow with cashback 64 Transaction flow with tip 62 Transaction flow without tip or cashback 60 Screen addressable function keys See Data entry and keys Scrolling 18
3. 19 Default transaction 37 Default Transaction at idle screen 26 Dial parameters See Communications parameters Dial 22 DNS primary sse 24 DNS secondary 24 Download See Initialization E Echo card number See Security check eret tens See Clerk Error messages beue ete ira 84 Ethernet parameters See Communications parameters External 12 100 F Financial transactions 37 Footer 31 Forced post Security check 26 Set printing on or 32 System 37 an 26 Transaction flow eese 52 Forced Post credit Receipt sample 53 Forgotten Password See Password BES deum See Language Frequently asked questions 83 Function keys See Data entry and keys Functions BUSINESS ione ti lette 73 Configuration esses 11 Reporting sa
4. See Report G Gateway A aay 23 GST number 32 H Hardware diagram and components 11 Help desk information 9 18 30 35 90 Report sample 35 Host communications 40 Host IP address es 23 Host name uu eet 23 Host ete ein cose 21 23 Host total inquiry 81 Host Totals Inquiry Report sample 81 19050 ep de 12 100 Incomplete pre authorization inquiry 75 Report sample 76 ingenico eden 21 InitlallzatiOn 221i ates 27 Automati eh 27 Clear storage teme ite 27 Retain current settings 27 IP address 23 K Key exchanges i 28 Key sequences See Special key sequences Keyboar eniai ete a aes 16 Keys See Key exchange See Data entry and keys L Language Change language 18 30 Customer displays receipts 31 Merchant displays reports receipts 31 Last 4 digits See Security check
5. 2 1 37 FEATURES teal e a bu Media ti a ctetu i tte ee E e not 2 37 Starting a Sale or Pre authorization from Idle sese 37 Gredit and Debit Card S les ie Ld biel dat LI uaa 37 Relunda ANG VOIDS EpL 37 Gredit Forced a Ele ee ds biel areal WD 37 Credit Pre authorizations and Pre authorization Completions essere 38 38 Security Check on Swiped Credit Cards sss nnne nnn nnns 39 0120 07325 0103 vii Ingenico i5310 Payment Platform User Manual Manual Entty of Credit Cards cae e UI deti ete f Peri deste Pre de dr Fee 39 Cancelling a Transaction s iudi eie d tot HR ee HR eMe eri p EDDIE ERE e radere iaa 39 Host Authorization Approved and Declined Transactions sese 40 TRAINING BEFORE GOING eto eee 40 CREDIT TRANSAGTIONS id eta eee Dread aae ute eu teu en eae atus ates 42 he utt te ate E i ME ie rcr Ea Mr Aa et E LM 42 Credit Sale Without Tip reir denn t crainte vade Ye te FEED sede To ne Be dea 42 Gredit Sale With Tip eiit Teri meet decepti gis ee o Deporte Doria 44 FIGI RGO iet ees nl iced ibo
6. 6 Swipe the card or enter the number manually see page 39 7 terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI NG TRANS A 8 The terminal displays the response see page 40 and prints the receipt see below PPROVED 1234567 10 00 PRINT 9 Press OK after detaching the receipt NEXT COPY OK The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 46 0120 07325 0103 Credit Refund BY THES AKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 0000120 5 CARD 55550012 CREDI T VI SA QD DATE 2002 04 18 TI ME 10 08 33 RECPT 01234567 901 0120 REFUND AMOUNT Q 10 00 TRANSACTION APPROVED 0025 THANK YOU MERCHANT COPY COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards Q Transaction date YYYY M
7. Hine een eee 18 Screen addressable Function 18 Specia KEY SEQUENCES we iin are ie patere e SR LI GRE C EP eie Ee ee Rr RR eters Tb te 18 SOFTWARE SETUP s MATE NN ER a MR Fo ELEM A EE uen tds 19 tib a Lt Rp o TR Tes 19 tro oet eee Tbe cta oT ee ute 19 Ethernet Configuration Standard sisse sinet 9 20 Dial GonfiQuratlOn dut tome ee ge teuer egest 21 Ethernet Configuration Customized by Help Desk sse 22 Other Configuration Parameters sisse sis eiie etn nh tnter nass 25 FE Tete Al AAMIANZATION DERE 27 Key Exchange iih epi petet alien vil e t t tee 28 Password Oro nti co RR 28 Bore rz EE 29 29 Backlight 5o 30 Terminal Language English or French isses einen rnnt ennt 30 Printer and Receipt Configuration then entente tnter rennen 31 Date angd Time Display e dee dH e d OR eh en 33 Terminal GONIGUIATION LISE e D Det Pen dE a 33 Terminal Help Elster i ides 35 FINANCIAL TRANSACTIONS
8. 100 SALE 1000 00 9 REFUND 90 00 4 VOID 10 40 00 113 NET TOT 870 00 1 TIP 550 00 DINERS CLUB 100 SALE 1000 00 9 REFUND 90 00 0120 07325 0103 77 Ingenico i5310 Payment Platform User Manual 4 VOID 340 00 113 NET TOT 870 00 TIP 50 00 J 100 SALE 1000 00 9 REFUND 90 00 4 VOID 40 00 113 NET TOT 870 00 1 550 00 TOTAL 504 SALE 55050 15 46 REFUND 5465 00 4 VOID 195 14 554 NET TOT 4389 86 6 TIP 252 00 100 SURCH 100 00 1 CASHBACK 40 00 END OF REPORT Q 2002 02 25 11 32 78 0120 07325 0103 Business Functions Close Batch This option settles the current batch with the host usually at the end of a business day SALE 1 At the idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND 2 Select REPORTS ADMIN SELECT REPORTS OTHER MEN 3 Use F to highlight CLOSE BATCH then press OK HOST TOTALS 4 Enter the password configurable see page 29 FCLOSE BATCH 5 The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI NG 6 The terminal prints the host totals report sample on page 81 CLOSE BATCH 7 Select one of the following options YES to close the batch with the host The terminal communicates with the host and YES NO displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and P
9. 123 in the example configurable see page 25 Enter the existing pre authorization reference number to be retrieved from the terminal memory 9876543 in the example Confirm the previous total and card number 65 00 and 4537123456789012 in the example Press OK Enter the transaction amount 10 00 in the example The amount will be added to the total previously stored The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG andPROCESSI NG The terminal displays the response see page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Financial Transactions Consecutive Credit Pre authorization BY THE AKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER amp 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 0000120 5 CARD xxxx 00 12 CREDIT VISA DATE 2002 04 18 TI ME 10 08 33 RECPT 01234567 901 0120 PRE AUTH REF 9010110 PRE AUTHORI ZATION PREVIOUS TOT Q 65 00 AMOUNT Q 10 00 SUBTOTAL s75 00 TRANSACTION APPROVED 0025 THANK YOU CARDHOLDER WILL PAY CARD ISSUER ABOVE TOTAL PURSUANT TO CARDHOLDER AGREEMENT CARDHOLDER SI GNATURE MERCHANT C
10. Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and debit account type S for swiped debit cards Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q Amount Approved message with ISO and host response codes Q Shows the footer message if any The reference number contains Shift number Batch number Transaction sequence number 71 Business Functions Transaction Inquiry The terminal has a transaction memory storage that keeps approved financial transactions except for uncompleted pre authorizations see note on page 27 for more Those transactions can be listed using two options e All transactions in the transaction storage e Transactions for a specific date ME og 1 Atthe idle screen press ADMIN PRE AUTH COMP FREFUND REPORTS ADMIN SELECT Ss IHEPORTSI REPORTS OTHER EM 3 to highlight TRANS INQUIRY transaction inquiry then press OK HOST TOTALS 4 Enter the password configurable see page 29 FCLOSE BATCH TRANS INQUIRY 5 Select ALL to print all the transactions stored up to 500 next step 7 Select DATE to print transactions for a specific date next step 6 ALL DATE UT
11. Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Credit Sale Without Tip BY THE Mac COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 901 AUTH 678901 0000120 5 CREDIT VISA DATE 2002 04 18 TI ME 10 08 33 01234567 901 0120 PURCHASE AMOUNT Q 10 00 TRANSACTION APPROVED 0025 THANK YOU CARDHOLDER WILL PAY CARD ISSUER ABOVE TOTAL PURSUANT TO CARDHOLDER AGREEMENT CARDHOLDER SI GNATURE MERCHANT COPY COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q Amount Approved message with host result code Q The customer statement and signature line are printed on the
12. Avoid printing these remaining pages At the Page Range Area of the Print box in Word click on Pages then enter s1 s12 Section 1 to Section 12 Ingenico Generic Application for i5100 5310 7780 Emergis Host User Manual Document Revision History Date Version Bescipton May 5 2006 0 01 First draft complies with FRS 0030 07197 0219c 2006 Apr 21 based on user manual 0120 06803 0111 2005 Oct 26 Includes IP communication May 23 2006 First version Proj Mgr review Merged i5100 amp 15310 manuals 15310 was incorporated in the i5100 manual June 6 2006 Project Manager s review October 25 2006 1 02 Included i7780 Updated to use conditional code November 11 2006 QA review 0120 07325 0103 93
13. REPORTS OTHER HELP LIST TERM TOTALS HOST TOTALS FCLOSE BATCH 5 Use highlight TERM LIST terminal configuration list then press OK Enter the password configurable see page 29 The terminal displays NTI NG while printing the report see sample below then returns to the idle screen Terminal Configuration List CONFI GURATI PARAMETERS 9 BY THE LAKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 2B2 I nnnn S W VERSION PPPPP VVVV HOST INI TI ALZATI PARMS TERM ID ABCD1234 MERC 1234ABCD INIT 18888889920 TERM ABCD12345678 TERMI NAL CONFI GURATI ON TIP ENTRY YES CASHBACK Q YES CASHBACK LIM 20 00 CLERK ID NO CRDT CARD CHECK 4 DGTS TAKE MPRI NT YES TERMINAL DATE 20020225 TERMINAL TI ME 1132 APPLICATION TYPE QD DB CR DEFAULT TRAN Q SALE 0120 07325 0103 Merchant name and address Terminal 15100 15310 or i7780 and software Version Terminal ID Merchant ID Q Terminal number YES if tip entry is configured or NO otherwise if cashback is configured or NO otherwise The maximum amount customers can withdraw using cashback YES if the clerk ID feature is configured or NO otherwise One of these credit card security options ECHO displays the credit card number 4 DGTS prompts for the last four digits NO CHK checking YES if the take imprint warning is c
14. 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 and if you did not swipe the card at step 1 Select DEBIT Enter the sale amount 10 00 in the example If you want to perform a cashback only transaction press OK without entering a transaction amount Enter the cashback amount 20 00 in the example If there is no cashback press OK without entering an amount Press OK and pass the terminal to the customer This screen is not displayed if there is an external pinpad see page 26 Screens displayed on the external pinpad are not exactly as shown here If this was not done before the customer swipes the card see page 39 The customer presses OK to confirm the transaction amount The customer presses OK to confirm the cashback amount 20 00 in the example The customer presses OK to accept the surcharge amount 1 00 in the example If the customer does not accept the surcharge the transaction needs to be cancelled This screen is displayed if surcharge is configured see page 26 The customer presses OK to confirm the total amount including cashback and surcharge 31 00 in the example The customer selects CHQ to pay from their chequing account or SAV EP to pay from their savings account The customer enters their PIN Asterisks are echoed The terminal communicates with the host and displays DI ALI NG if connection is
15. APPROVED 025 Q COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and debit account type S for swiped debit cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q These amounts are shown Transaction amount Approved message with ISO and host response codes Q Shows the footer message if any The reference number contains Shift number Batch number Transaction sequence number 67 Ingenico i5310 Payment Platform User Manual Debit Sale Void SALE 1 PRE AUTH PRE AUTH COMP FREFUND MANAGER 9 PASSWORD 3 KKKKKKKS SALE VOID DEBI T CREDIT SALE VOID 5 ORI GI NAL TRAN 4567 VERIFY VOID 6 ENTER TO CONFI RM 10 00 5446123456789012 PRESS ENTER AND 7 PASS TERMINAL TO CUSTOMER SALE VD AN ACHAT 8 SWI PE CARD GLISSER LA CARTE SALE VOID 9 10 00 OK SALE VOID 10 SELECT ACCOUNT CHQ SAV SALE VOID 11 ENTER PIN amp OK 12 PI Nat xoxo ex TRANS APPROVED 13 THANK YOU PRESS ENTER AND PASS TERMI NAL TO MERCHANT TRAN
16. 84 Message does not apply to your configuration Message does not apply to your configuration Message does not apply to your configuration This message is displayed when a transaction is cancelled or when the terminal times out that is if it stays too long at a customer prompt When this message is displayed press CAN ANN to return to the idle screen See Cancelling a Transaction on This message may be caused by a host synchronization problem In this case just retrying the transaction is sufficient If the problem persists call the Help Desk see page 9 The card used during a debit refund or void does not match the original transaction stored in the terminal memory You entered a cashback amount that exceeds the maximum configured the cashback limit configuration is described on page 25 There is a problem with the security certificate in the terminal When using Ethernet communication verify that you entered all required communication parameters The terminal cannot communicate properly with the pinpad Check if the connection between the pinpad and the terminal is correct see page 13 Press OK to return to the idle screen or to start printing the receipt if any If the problem persists call the Help Desk see page 9 This message is displayed e When you attempt to go into training mode but the current live or production batch is not closed e When you attempt to come out from training mode but the
17. OFF if printed receipts or reports are not required the terminal returns to the admin other menu The following functionality is no longer available if the printer is off Debit card transactions Reprint receipt or report Footer and GST options in the Printer Set up Function All reports The following screens are displayed if the printer is on Select YES to change receipt footer lines next step 7 Select NO if no change is needed next step 13 Select YES to erase the current footer line 1 CHECK OUR SPECI ALS in the example and enter a new one next step 8 Select NO if no change is needed next step 9 Enter the new footer line 1 HAPPY HOLI DAYS in the example See Data Entry Keys page 17 on how to type in letters 31 Ingenico i5310 Payment Platform User Manual CHANGE LINE 2 COME AGAIN SOON YES NO FOOTER LINE 2 BIG SALE DAY CHANGE LINE 3 REAL BARGAI NS YES NO FOOTER LINE 3 SP ECIALS EVERY DAY CHANGE GST ABCD1234 YES NO ENTER GST ABCD1234 NUMBER OF COPIES 2 PRE AUTH RECEIPT WITH TIP YES YES NO CHANGE PRINT RECEI PTS YES NO PRINT COMPLETE TRANS YES YES NO PRINT VOID TRANS YES YES NO PRINT FORCED POST TRANS YES YES NO PRINT DECLINED TRANS YES YES NO CHANGE PRI NT INTERVAL 10 32 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Select YES to erase the current footer line 2 COME
18. Searching user manual topics 9 Secondary DNS 24 Security Credit card security check See Security check Lock terminal See Lock terminal 22 2 See Password Security 22022 26 39 Security See Key exchange See Close Batch Set up steps ree 10 Signal EMEN RR ERE 14 Special key sequences 18 Change language 18 Reprint aou A 18 SS Levee uan ne dun 24 SAM auia Richtee eT TR ei See Clerk Start up 2 19 Static DNS un 24 Storage area Batch total 27 Clear storage 27 Pre authorization storage 27 Transaction storage 27 Suggestions to the Supplies 2 2 14 Surcharge Maximum 26 Minimum 20 26 92 T Table of contents vii Take imprint warning 26 39 Telephone number for download or initialization MM MU
19. TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q These amounts are shown Transaction amount before tip Tip amount Total amount including tip Approved message with host result code Q The customer statement and signature line are printed on the merchant copy Q Indicates whether the copy is for the merchant or the customer Shows the footer message if any 45 Ingenico i5310 Payment Platform User Manual Credit Refund caer 1 Use to highlight REF UND then press OK PRE AUTH COMP See also Refunds and Voids on page 37 REFUND MANAGER 2 Enter the password configurable see page 29 3 Enter the clerk ID 123 in the example configurable see page 25 KKKKKKKK REFUND 4 This screen appears if both card types are configured see page 26 Select CREDIT DEBIT CREDI T TT 5 Enter the transaction amount 10 00 in the example 10 00
20. to return to the idle screen From the idle screen the backlight can be turned on or off by pressing ADMIN followed by 3 Terminal Language English or French DALE 1 Atthe idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND 30 0120 07325 0103 ADMIN SELECT REPORTS OTHER ENTE PREAUTORI SAT PREAUTOR COMPL FREMBOURSE MENT Configuration Press 1 3 idle screen is displayed in French To return to English perform the same steps from step 1 above The following are issued in the terminal language e Terminal displays addressed to the merchant e Reports e Merchant copies of receipts The following are issued in the language of the customer card e Terminal displays addressed to the customer or cardholder e Customer copy of receipts Printer and Receipt Configuration To keep the displayed parameter unchanged just press OK without changing the current parameter value SALE PRE AUTH PRE AUTH COMP FREFUND ADMIN SELECT REPORTS OTHER ERMI NAL INIT KEY EXCHANGE TERMI NAL CONFG FCHANGE MGR PWDa PRINTER ON ON OFF CHANGE FOOTER YES NO CHANGE LINE 1 US OUR SPECIA L YES NO FOOTER LINE 1 HAPPY HOLIDAYS 0120 07325 0103 At the idle screen press ADMIN Select OTHER Use to highlight PRN SET UP then press OK Enter the password configurable see page 29 Select ON to set the printer on and proceed to step 6 Select
21. 442 SSL ENABLED YES TERMINAL TYPE amp DYNAMIC TERMINAL ADR 11 12 13 14 MASK ID 255 255 255 10 GATEWAY 11 12 13 14 AUTOMATIC DNS YES PRI DNS 11 12 13 14 SEC DNS 11 12 13 14 CONNECTION TIMEOUT amp 30 RETRY TIMER 10 END OF REPORT Q 2002 02 25 11 32 34 production mode Shows the backlight option YES if the backlight is configured or NO otherwise Indicates the configured amount for surcharge If surcharge is not configured for any option sale or cashback then the line is not printed ON if the printer is configured or OFF if no receipts or reports printed Shows the contents of each of the footer lines GST number Number of receipt copies printed during a transaction YES if the tip line is printed for pre authorizations or NO otherwise YES if pre authorization completion receipts are printed or NO otherwise YES if void receipts are printed or NO otherwise YES if forced post receipts are printed or NO otherwise YES if declined transaction receipts are printed or NO otherwise The time period seconds the terminal takes to start printing the next receipt copy Dial prefix The telephone line PULSE for pulse lines TONE for tone lines YES if the line detection feature is configured or NO otherwise The baud rate 1200 or 2400 YES if pre dial is enabled or NO otherwise Date and time the report was printed YYYY MM DD HH MM Initializ
22. AGAIN SOON in the example and enter a new one next step 10 Select NO if no change is needed next step 11 Enter the new footer line 2 BI SALE DAY in the example Select YES to erase the current footer line 3 REAL BARGAINS in the example and enter a new one next step 12 Select NO if no change is needed next step 13 Enter the new footer line 3 SPECI ALS EVERY DAY in the example Select YES to erase the current GST number next step 14 Select NO if no change is needed next step 15 The terminal displays the current value ABCD1234 Enter the new GST number ABCD1234 in the example or press OK without entering anything if you want to erase an existing number See Data Entry Keys page 17 on how to type in letters Enter the number of receipt copies to be printed during a financial transaction You can enter a value from 1 to 3 or press OK to keep the number displayed 2 in the example Select YES to have the tip and total lines printed on pre authorization receipts or NO if tip and total lines are not required Select YES to change the print option for the following transactions next step 18 Select NO to keep the current print settings next step 23 Select YES if you want to print pre authorization completion transactions or NO if no receipt is required Select YES if you want to print credit void transactions or NO if no receipt is required This prompt is displa
23. Platform User Manual Debit Refund Void SALE PRE AUTH PRE AUTH COMP FREFUND MANAGER PASSWORD RRKKKKKE REFUND VOI D DEBIT CREDI T REFUND VOID ORIGI NAL TRAN 4567 VERIFY VOID ENTER TO CONFI RM 10 00 5446123456789012 PRESS ENTER AND PASS TERMI NAL TO CUSTOMER REF VOI D AN REMB SWIPE CARD GLISSER LA CARTE UND VOID 00 OK REFUND VOID SELECT ACCOUNT CHQ SAV REFUND VOID ENTER PIN amp OK PI N KKK KKK TRANS APPROVED THANK YOU PRESS ENTER AND PASS TERMI NAL TO MERCHANT TRANS APPROVED 1234567 10 00 PRI NT NEXT COPY OK 70 10 11 12 13 14 15 16 Use to highlight REFUND VOI D and press OK See also Refunds and Voids on page 37 Enter the password configurable see page 29 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 Select DEBIT Enter the transaction number printed on the receipt of the original transaction being voided 4567 in the example Press OK after verifying the original transaction data displayed Transaction amount 10 00 in the example Card number 5446123456789012 in the example Press OK and pass the terminal to the customer This screen is not displayed if there is an external pinpad see page 26 Screens displayed on the external pinpad are not exactly as shown here The customer swi
24. Radio See Signal Receipt Number of copies 32 Print next 40 Printing pause See Printing pause Reprint last 82 Set printing on or 31 32 Refund void credit Receipt 51 Set printing on or 32 Transaction 50 Refund void debit Receipt 71 Transaction 70 Refund credit 1 certet ertet 37 Receipt 47 Transaction 46 Refund debit tan aeree 37 Receipt 67 Transaction 66 Register 222 2 1 14 Report Business 73 Closed Batch Terminal Totals 80 Closed Batch Terminal Totals sample report dut LIE d Ln e reU 80 klelp Iist tete 35 Host Open Batch Totals 81 Host Totals Inquiry sample report 81 Incomplete pre authorization inquiry 75 Reprint last 82 Terminal configuration list
25. See Language Cleaning 2 2 2 2 14 Clerk identification 25 ele M ete See Date and time Close Batch tess 79 Closed batch total inquiry 80 Host Open Batch Totals 81 Closed Batch Terminal Totals Report 80 80 Communications parameters BILE 21 Ethernet 20 0120 07325 0103 Ethernet Statics iii 22 Completion See Pre authorization completion Configuration Communications 20 21 22 Configuration 11 New 11 Parameters dial 21 Parameters Ethernet dynamic 20 Parameters Ethernet static 22 Parameters 25 Printer configuration 31 Connection timer esses 25 Connections E 13 Ellierrier idee 13 E 13 Corrections to the Credit and debit cards configuration 26 Credit card st everti e aa tren 3
26. UNDO 6 Enter the date of the transactions to be printed 20020226 in the example 7 The terminal displays PR NTI NG while printing the report see below After printing is 20020226 done press CAN ANN to return to the idle screen Beware of the time and paper it may take to print all the transactions up to 500 0120 07325 0103 73 Ingenico i5310 Payment Platform User Manual Transaction Inquiry The transactions are printed in the order they were performed They come from the terminal memory see also Incomplete Pre authorization Inquiry on page 75 STORED TRANSACTI ONS LIST 9 BY LAKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 TERM 48CD1234 BATCH 0010 amp 02 02 26 to ecHQ 000100010 0225 2550 0020012 CRD 870 225 20012 wr 3x Cn xr 010 436 4 HO WMO qa Mm END OF REPORT Q 2002 02 25 11 32 74 Merchant name and address Terminal ID For the all selection this is the current date For the by date selection this is the date entered at the terminal YY MM DD o anacho type SALE VOID REFUND REF VOID refund void FRCD PST forced post P A CMPL pre authorization completion Account type CRD credit card CHQ debit card chequing account SAV debit card savings account Q Clerk ID if entered during the transaction Transaction authorization number Q Card number ma
27. cata ts re Mur s rcs p der d rA 46 Gredit Sale VOIQo 3 es is titles a aod e edes Arat 48 Credit Refund Volda 2 uie ie hime cries IR ea i tiores irc es oct elds et 50 GredibEOF Ced POSE Etsi Ms ort te Mom ic nt 52 Gredit Pre authorization s o m ok el ites ies ML etiem fet eek teen bri sire p 54 Initial Oredit Pre authorizatiOn tct rentrer ett e eere teet t a 54 Consecutive Credit Pre authorization ecce 56 Credit Pre authorization Completion essi sisse einen ennt einen teen rnnt na 58 DEBIT TRANSACTIONS detecte iei vae ad ordo uer dts 60 Debit Sales ra haoc m M EF MEI LL e EE 60 Debit Sale Without Tip or 8 60 Debit Sale With Tip 2 62 Debit Sale Cashback e eterne lee teen a era poran le 64 Debi ACTUNO ER RR MEE 66 Debit Sale Vold HC RECTE 68 DebibRef ndJWOold s 5 5 n Rte ttu om Ld Me LE Ne sordium ala 70 BUSINESS 6 sa ss AR AR RR RR R4 ESO AS AR NR RR RR RR RO ARAN RR NR P Do E Sa AR NR nnn 73 TRANSACTION INQUE uas ch tuac du saath calle o E 73 INCOMPLETE PRE AUTHORIZAT
28. dial SENDI NG RECEI VI NG andPROCESSI NG The customer approved message is displayed The customer presses OK and passes the terminal back to you This screen is not displayed if there is an external pinpad see page 26 0120 07325 0103 TRANS APPROVED 1234567 31 00 Financial Transactions 18 The terminal displays the response see page 40 and prints the receipt see below 19 Press OK after detaching the receipt PRINT NEXT COPY OK The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen Debit Sale With Cashback 9 BY THE LAKE COTTAGES 1001 CLEARWATER RD HUNTERS TOWN ONTARIO CANADA ALA 2B2 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 901 AUTH 678901 DEBI T CHEQUI NG 2002 04 18 08 33 DATE 02 TI ME i 0 01234567 901 0120 REFERENCE 630019010120 PURCHASE AMOUNT 10 00 CASHBACK 20 00 SURCHARGE 1 00 TOTAL 31 00 TRANSACTI ON 01 APPROVED 025 Q COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and debit accou
29. displays the message LOCKED OUT ENTER SUPER PASSWORD The manager password does not unlock the terminal in this case Call the Help Desk see page 9 e terminal was locked using the function described in Lock Terminal on page 29 In this case follow these steps MM t dE 1 Enter the password When you enter the first digit the screen changes to MANAGER ENTER MANAGER PASSWORD The terminal returns to the unlocked state after you enter the password PASSWORD When the terminal is locked these functions can still be performed without entering the password e Help List by pressing ADMIN followed by 0 e Change Language by pressing ADMIN followed by 1 e Backlight by pressing ADMIN followed by 3 e Terminal date and time by pressing ADMIN followed by 4 Backlight SALE 1 At the idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND 2 THER ADMIN SELECT 905919 REPORTS OTHER BL HERR LUN to highlight BACKLI GHT th OK KEY EXCHANGE Use to highlight BACKLI GHT then press OK TERMI NAL CONFG FCHANGE MGR PWDa 112 GHT 4 Use and a to highlight the desired option and press OK YES backlight stays on while the terminal is in use FONLY CUSTOMER NO backlight off ONLY CUSTOMER backlight turns on only when a customer prompt is displayed 5 Please skip this step 6 The admin other menu is displayed Press OK
30. e A 27 Terminal configuration list 33 Report sample 2220 112 33 Terminal identification 27 Terminal IP 222222 1 23 Terminal Totals 77 Report sample 77 Terminal type 23 Thermal See Paper See Date and time 25 Tone dial 22 2 m e acu dien 22 Totals not matching 83 Training mode Enteririg cxi rex dtes 40 41 Features 41 Transaction 73 Report sample 74 Transaction storage 27 TRANSACTIONS 37 U Unbalancing totals 83 1 29 User manual corrections and suggestions V V Version number application 19 ERR See Sale refund void VOIA epi fec 37 Vol debit 37 0120 07325 0103 REMOVE THE REST OF THE DOCUMENT FROM THE PRINTED VERSION Remove the rest of the document from the printed copy
31. each day that the service is provided perform an additional pre authorization using the same reference number used in step 2 and enter the amount for the current day The terminal adds the current day amount to the pre authorized total stored in the terminal memory The receipt for a consecutive pre authorization includes the total for all pre authorized amounts 4 When you perform the pre authorization completion you must enter the reference number used in step 2 to retrieve the original pre authorization and enter the final transaction amount which refers to the customer total 5 After the pre authorization completion is approved the original pre authorization is erased from the terminal memory Note that when the above method is used one pre authorization completion may refer to one or several pre authorizations If your business requires consecutive pre authorized amounts you may not need the tip line printed on the pre authorization receipt See page 32 on how to configure it Whichever method is used you can generate a report containing the pre authorizations not yet completed currently stored in the terminal memory See Incomplete Pre authorization Inquiry page 75 Card Entry Prior to card entry you may have selected the tender type debit or credit depending on the terminal configuration 38 0120 07325 0103 Financial Transactions EFE at Enter the card as follows Swipe a debit card Swipe or manually enter a cr
32. locate a topic try first the table of contents on page vii above If you wish to know about a specific error message try Terminal Error Messages on page 84 If you do not have the exact text of the topic or error message try the Index on page 89 for entries that are similar to the information you need Help Desk Information Help Desk telephone number Help Desk e mail address 0120 07325 0103 Ingenico i5310 Payment Platform User Manual Set up Steps To perform these steps 1 Take the terminal and components out of the box 2 Verify the items delivered the installation guide in the box lists them 3 Determine the terminal location if you had not done it yet For Ethernet communication 4 Complete the cable connections for Ethernet For dial communication Complete cable connections for dial Power up the terminal Change the default password 123456 Adjust date and time if not set to current date and time For Ethernet communication 9 Enter the Ethernet parameters For dial communication 10 Enter the dial parameters 11 Perform a parameter initialization with the host 12 Perform key exchange if debit cards to be accepted 13 Perform training transactions to understand how the terminal works At this point the terminal is ready to perform debit and credit transactions You may further customize the terminal to your needs conti
33. merchant copy Q Indicates whether the copy is for the merchant or the customer Shows the footer message if any 43 Ingenico i5310 Payment Platform User Manual Credit Sale With Tip SALE PRE AUTH PRE AUTH COMP FREFUND SALE DEBIT CREDI T SALE AMOUNT 10 00 SALE SWIPE CARD PRESS ENTER AND PASS TERMI NAL TO CUSTOMER SALE 10 00 OK TI P YES NO SALE AMOUNT amp OK 1 50 SALE TOT 11 50 TIP 1 50 OK PRESS ENTER AND PASS TERMI NAL TO MERCHANT TRANS APPROVED 1234567 11 50 PRINT NEXT COPY OK 44 10 11 12 13 14 15 16 At the idle screen swipe the credit card if the default transaction is sale see page 26 and 37 otherwise press OK to select SALE Enter the password configurable see page 29 Perform the credit card security swiped cards configurable see page 39 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 and if you did not swipe the card at step 1 Select CREDIT Enter the sale amount 10 00 in the example If you have not done it before swipe the card or enter the number manually see page 39 and perform the credit card security swiped cards configurable see page 39 Press OK and pass the terminal to the customer This screen is not displayed if there is an external pinpad see page 26 Customer screens are displayed if tip is configu
34. number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Pre authorization reference number batch and sequence number Q Transaction type Q Amount Q Tip line if configured hand written Q Total transaction amount hand written It is the pre authorization amount line added to the hand written tip amount Approved message with host result code The customer statement and signature line are printed on the merchant copy Indicates whether the copy is for the merchant or the customer Shows the footer message if any 55 Ingenico i5310 Payment Platform User Manual Consecutive Credit Pre authorization SALE PRE AUTH PRE AUTH COMP FREFUND PRESS OK FOR 1ST PRE AUTH OR KEY PRE AUTH REF 9876543 VERIFY PRE AUTH ENTER TO CONFI RM 65 00 4537123456789012 PRE AUTH AMOUNT 10 00 PRI NT NEXT COPY OK 56 Use to highlight PRE AUTH then press OK See also Credit Pre authorizations and Pre authorization Completions on page 38 Enter the password configurable see page 29 Enter the clerk ID
35. page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Debit Sale Void BY THES AKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 0000120 5 DEBI T CHEQUI NG D DATE 2002 04 18 TI ME 10 08 33 RECPT 01234567 901 0120 REFERENCE 0019010120 TRANSACTI ON 01 APPROVED 025 COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and debit account type S for swiped debit cards Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q Amount Approved message with ISO and host response codes Q Shows the footer message if any The reference number contains Shift number Batch number Transaction sequence number 69 Ingenico i5310 Payment
36. the card must be swiped The debit customer must be present during a debit transaction and must answer the customer prompts Refunds and Voids A refund transaction returns the refund amount to the customer s account The password is required to perform this transaction A void transaction cancels a debit or credit transaction The password and the original transaction number are required You can configure the terminal not to print credit void transactions see page 32 Debit transactions must always be printed Credit Forced Posts This transaction is enabled if supported by the host A credit forced post is performed to notify the system about a credit sale performed off line In this case the credit card issuer gives an authorization number over the telephone This voice authorization number is entered later when a forced post is performed You can configure the terminal not to print forced posts see page 32 0120 07325 0103 37 Ingenico i5310 Payment Platform User Manual Credit Pre authorizations and Pre authorization Completions Credit card pre authorization is a two step process allowing you to verify the availability of unused credit to place a hold on the funds and to charge the same or a different amount to the customer s credit card account during pre authorization completion When you perform a pre authorization the terminal obtains host approval and stores the approved pre authorization in the terminal
37. 543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q Amount Approved message with host result code Q The customer statement and signature line are printed on the merchant copy Q Indicates whether the copy is for the merchant or the customer Shows the footer message if any 53 Ingenico i5310 Payment Platform User Manual Credit Pre authorization Initial Credit Pre authorization SALE PRE AUTH PRE AUTH COMP FREFUND PRESS OK FOR 1ST PRE AUTH OR KEY PRE AUTH REF PRE AUTH SWIPE CARD PRE AUTH AMOUNT 10 00 TRANS APPROVED 1234567 10 00 REF 9876543 PRI NT NEXT COPY OK 54 a ron At the idle screen swipe the credit card if the default transaction is pre authorization see pages 26 and 37 otherwise use to highlight PRE AUTH then press OK See also Credit Pre authorizations and Pre authorization Completions on page 38 Enter the password configu
38. 7 Use to highlight HOST SETUP then press OK ERMINAL SETUP HOST SETUP FDNS SETUP 5 20 0120 07325 0103 Configuration HOST SETUP 8 Select INGENICO HOST then press OK I NGENI CO HOST E CUSTOM The data configured in the terminal memory for the Ingenico host is i Host Name inggw com Port 443 for 15310 v1 11 9099 for all other 15310 versions Port 9099 for 5100 and 7780 IP Addressing Dynamic ETHERNET SETUP 9 Press CAN ANN until PLEASE WAIT is shown ERMI NAL SETUP HOST SETUP FDNS SETUP 5 10 The terminal tries the internet connection and displays this message if the connection is successful Press OK PRESS OK TO CONT 11 Press CAN ANN to return to the idle screen If the terminal is new continue following the steps in Set up Steps on page 10 above Dial Configuration To keep the displayed parameter unchanged just press OK without changing the current parameter value Follow these steps if your terminal is to connect the host using dial communication See Ethernet Configuration Customized by Help Desk on page 22 or Ethernet Configuration Standard on page 20 if the communication is Ethernet d H 1 At the idle screen press ADMIN The terminal may display the message TERMI NAL PRE AUTH COMP I NI TI ALI ZATION REQUI RED rather than the menu shown on the left REFUND Select OTHER ADMIN SELECT REPORTS OTHER laa wad COSTA IS 3 Use to highlight T
39. 8 Card swipe instructions 39 Manual entry take imprint warning 26 Security check sss 26 Credit forced post See Forced post Credit pre authorization See Pre authorization Credit pre authorization completion See Pre authorization completion Credit sale void See Sale void credit Customer message See Footer message D Data entry and 17 2 T 17 Alphanumeric 17 18 39 deett 18 DOWN ARROW 18 Function keys 18 e mE 18 Special key sequences See Special key Sequences UP 222020 18 Date and time BECA 26 33 26 Debit and credit cards configuration 26 Debit card Accepted when printer turned on 31 Card ently iiie tei vedi 38 Card swipe instructions 39 Ingenico i5310 Payment Platform User Manual Debit sale void See Sale void debit Declined transaction Host response and scrolling 40 Set credit declined transactions printing on or OT cic ne etate rna e rA Default password
40. 89012 PRE AUTH COMPL AMOU OUNT 75 00 TRANS APPROVED 456789 75 00 REF 9876543 PRINT NEXT COPY OK Use to highlight PRE AUTH COMP then press OK See also Credit Pre authorizations and Pre authorization Completions on page 38 Enter the password configurable see page 29 Enter the clerk ID 123 in the example configurable see page 25 Enter the existing pre authorization reference number to be retrieved from the terminal memory 9876543 in the example Confirm the previous total and card number 67 00 and 4537123456789012 in the example Press OK Enter the transaction final amount 75 00 in the example The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI NG The terminal displays the response see page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen When a pre authorization completion is performed the terminal erases the corresponding pre authorization record from the pre authorization memory storage and creates a new record for a completed transaction in the transaction memory storage 58 0120 07325 0103 Pre authorization Completion BY THE Mac COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 CREDI T VI S
41. A DATE 2002 04 18 TI ME 10 08 33 RECPT 01234567 901 0120 PRE AUTH REF 9010110 PRE AUTH COMPLETION AMOUNT 75 00 TRANSACTION APPROVED 0025 THANK YOU CARDHOLDER WILL PAY CARD ISSUER ABOVE TOTAL PURSUANT TO CARDHOLDER AGREEMENT CARDHOLDER SI GNATURE MERCHANT COPY COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards for consecutive pre authorizations and pre auth completions when the card is not swiped Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Pre auth reference number batch and sequence number Q For a pre authorization completion PRE AUTH COMPLETI ON is printed as the transaction type Transaction amount Q Approved message with host result code Q The customer statement and signature line are printed on the merchant copy Indicates whether the copy is for the merchant or the customer Shows the footer message if any 59 Ingenico i5310 Payment Platform User Manual Debit Tr
42. A A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 901 AUTH 678901 ORIG TRANS 0001011 TRANS 0000120 5 CREDIT VISA DATE 2002 04 18 TI ME 10 08 33 01234567 901 0120 REFUND CORRECTION AMOUNT Q 10 00 TRANSACTI ON APPROVED 0025 Q THANK YOU MERCHANT COPY COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q Amount Approved message with host result code Q Indicates whether the copy is for the merchant or the customer Shows the footer message if any amp Shows original transaction sequence number sent to the host 51 Ingenico i5310 Payment Platform User Manual Credit Forced Post ENT 1 Use to highlight FORCED POST then press OK PRE AUTH COMP See also Credit Forced Posts on page 37 FREFUND 4 2 Enter the password configurable see page 29 3 Enter the cl
43. ADMIN PRE AUTH COMP FREFUND Select REPORTS ADMIN SELECT REPORTS OTHER HELP LIST 3 Use to highlight HOST TOTALS then press OK TERM TOTALS HOST TOTALS 4 Enter the password configurable see page 29 FCLOSE BATCH 5 terminal communicates with the host and displays DI ALI NG if connection is dial SENDING RECEI VI NG and PROCESSING 6 The terminal displays PRI NTI NG while printing the report see below After printing press CAN ANN to return to the idle screen Host Totals Inquiry HOST OPEN BATCH TOTALS BY THE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 TERM ABCD1234 BATCH 020 02 02 26 DEBIT 218 NET TOT 4490 47 TOTALS NOT MATCHING VISA 218 NET TOT 4490 47 MASTER CARD 218 NET TOT 4490 47 AMEX 218 NET TOT 4490 47 DINERS CLUB 218 NET TOT 4490 47 J CB 218 NET TOT 4490 47 TOTAL 218 NET TOT 4490 47 END OF REPORT 2002 02 25 11 32 0120 07325 0103 Merchant name and address Terminal ID Batch number Current date YY MM DD Batch net total sales minus refunds minus voids Date and time the report was printed YYYY MM DD HH MM During a host totals inquiry if any of the terminal totals do not match with the host the report shows the message TOTALS NOT MATCHI NG after the corresponding total line Please note that a pre authorization must be completed b
44. AL TO MERCHANT TRANS APPROVED 1234567 12 50 62 10 11 12 13 14 15 16 17 18 At the idle screen swipe the debit card or press OK to select SALE Enter the password configurable see page 29 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 and if you did not swipe the card at step 1 Select DEBIT Enter the sale amount 10 00 in the example Press OK and pass the terminal to the customer This screen is not displayed if there is an external pinpad see page 26 Screens displayed on the external pinpad are not exactly as shown here If this was not done before the customer swipes the card see page 39 The customer presses OK to confirm the transaction amount The customer presses OK to accept the surcharge amount 1 00 in the example If the customer does not accept the surcharge the transaction needs to be cancelled This screen is displayed if surcharge is configured see page 26 The customer selects YES if they want to give a tip next step 11 or NO otherwise next step 13 The customer enters the tip amount 1 50 in the example The customer presses OK to accept the total and the tip amount 12 50 in the example The customer selects CHQ to pay from their chequing account or SAV EP to pay from their savings account The customer enters their PIN Ast
45. BISHI P6402 0120 07325 0103 Ib rm 17 in x 22 in 500 14 5 5 GSM 55 5 2 4 0 2 mils or 60 5 microns 2 28 0 040 in 58 mm 1 0 mm 1 97 in 50 mm maximum 0 500 in 13 mm nominal 0 625 in 16 mm nominal Ingenico i5310 Payment Platform User Manual When stored thermal paper should not be exposed to e Vinyl plastics adhesives shrink wraps wet toner copies or certain carbon papers e Fluorescent light UV light e High humidity above 65 relative humidity e Temperatures above 25 degrees Celsius 72 degrees Fahrenheit Keyboard Ingenico 5310 Keyboard Ingenico 3050 Keyboard CD GG oe GOOL RODE ROLES SBD SO OOD Soo 16 0120 07325 0103 Configuration Data Entry Keys Data Entry Key Description 1 021 Number 1 space and letters Q Z 2 ABC Number 2 and letters A B C 3 DEF Number 3 and letters D E F 4 GHI Number 4 and letters G H I 5 JKL Number 5 and letters J K L 6 MNO Number 6 and letters M N O 7 PRS Number 7 and letters P R S 8 TUV Number 8 and letters T U V 9 WXY Number 9 and letters W X Y 0 Number 0 and the special characters asterisk pound sign comma and period The letters in the table above are used only for those terminal prompts where alphanumeric data entry is performed You do this by using the ADMIN key together with the data entry keys The following
46. ERMI NAL CONFG terminal configuration then press OK TERMINAL CONFG 4 Enter the password configurable see page 29 FCHANGE MGR PWDa Sel MM COMM OTHER COMM 6 Select DIAL The terminal displays the currently configured connection type DI AL DI AL ETHERNET You must perform an initialization after switching between DIAL and ETHERNET or vice versa See Terminal Initialization on page 27 CHANGE PREFIX 7 Select YES to erase the current dial prefix 99 in the example and enter a new one 99 next step 8 or NO if no change is needed next step 9 YES NO 0120 07325 0103 21 Ingenico i5310 Payment Platform User Manual Enter the new dial prefix or press OK without entering any value if the current dial DIAL PREFIX prefix is to be cleared 09 The terminal dials this prefix before the host telephone number The line detection option affects this parameter below If connected to a PBX type telephone system the dial prefix is the digit sequence used to obtain an external line In addition to the digits 0 to 9 you can enter A comma to make a pause or delay before dialing the next digit An asterisk to disable any special telephone services of your dial line For example if you subscribe to the Call Answer service entering an asterisk sets the line to the normal dial tone so that the terminal can dial out DIAL TYPE 9 Select TONE for a tone type telephone or P
47. ESS SEC ADDRESS a 33 Enter the terminal primary address 11 12 13 14 in the example ENTER PRI MARY ADDRESS 11 12 13 14 DNS SETUP 4 highlight SEC ADDRE h K JANE 34 Use to highlight SEC 55 then press OK SEC ADDRESS ENTER SECONDARY 35 Enter the terminal secondary address 11 12 13 14 in the example ADDRESS 36 The DNS setup menu is displayed Press CAN ANN to return to the Ethernet setup 112121914 menu ETHERNET SETUP 7 T to highlight PI NG th OK EIER AUTE 37 Use to highlight G then press OK HOST SETUP FDNS SETUP E he ping IP 11 12 13 14 inth le ENTER ADDRESS 38 Enter the ping IP address 3 in the example OR B Y NAME 11 12 13 14 PING OK 39 The terminal tries the ping as configured and displays this message if successful 40 Press OK to return to the Ethernet setup menu PRESS OK ETHERNET SETUP 41 Use F to highlight CONNCT TI MEOUT connection time out then press OK ERMI NAL SETUP HOST SETUP FDNS SETUP 5 24 0120 07325 0103 CONNECTI ON TI MEOUT 30 ETHERNET SETUP ERMI NAL SETUP HOST SETUP FDNS SETUP 5 TCP RETRY TI MEOUT 30 NGENI CO HOST CONNECTI ON OK PRESS OK TO CONT 42 43 44 45 46 4T Configuration Enter the connection timer from 5 to 90 seconds 30 in the example Use to highlight RETRY MER then press OK Enter the TCP retry timer from 5 to 90 second
48. GES OPEN YEAR ROUN TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and debit account type S for swiped debit cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains S for swiped debit cards Terminal ID Batch number Transaction sequence number Q Transaction type Q These amounts are shown Transaction amount before surcharge Surcharge amount Total amount including surcharge Approved message with ISO and host response codes Q Shows the footer message if any The reference number contains Shift number Batch number Transaction sequence number 61 Ingenico i5310 Payment Platform User Manual Debit Sale With Tip SALE PRE AUTH PRE AUTH COMP FREFUND SALE DEBIT CREDI T SALE AMOUNT 10 00 PRESS ENTER AND PASS TERMI NAL TO CUSTOMER SALE VENTE SWIPE CARD GLISSER LA CARTE SALE 10 00 OK SALE SURCHARGE 1 00 TI P OK YES SALE TI P AMOUNT amp OK 1 50 NO SALE TOT TIP 12 1 0 0 OK SALE SELECT ACCOUNT CHQ SAV SALE ENTER PIN amp OK Pl N xoxo TRANS APPROVED THANK YOU PRESS ENTER AND PASS TERMI N
49. IN SELECT REPORTS OTHER ERMI NAL I NIT KEY EXCHANGE TERMI NAL CONFG CHANGE MGR PWDa CURRENT PASSWORD RRKKKKKE NEW PASSWORD KRKKKKKE 0120 07325 0103 At the idle screen press ADMIN If the terminal displays LOCKED ENTER MANAGER PASSWORD see Unlock Terminal on page 29 If the terminal displays TERMI NAL NI TI ALI ZATI ON REQUI RED no prior action is required Start from step 1 above to change the password If your terminal is new only the change password option is available You must set up your password before continuing Select OTHER Use to highlight CHANGE MGR PWD change manager password then press OK Enter the current password or if the terminal is new enter 123456 the default Enter your own choice for the password 4 to 8 digits The password must be different than 123456 19 Ingenico i5310 Payment Platform User Manual REPEAT 6 Re enter the password entered in step 5 NEW PASSWORD 7 The admin other menu is displayed Press CAN ANN to return to the idle screen KKKKKKKK If the terminal is new and you changed the password for the first time continue following the steps in Set up Steps on page 10 above Depending on the way you configure your terminal you may not use the password often It is a good practice to write it down and keep it in a safe place away from the terminal and not accessible to the persons who operate it Use a password that cann
50. ION 75 TERMINAETIOFALS 77 CLOSE t e t tette ett tte tetti abd etis 79 CLOSED TOTALS INQUIRY etd rr E ent ee eden ie t 80 HOST TOTALS INQUIRY icc ed ect dre eate ire de enata a e Cea a fret d Pet odi e 81 REPRINT LAST RECEIPT ORC REPORT teinte ore tinte edel dat ciet e vea ted efe e s bodas 82 ISSUES AND 5 6 aa ausa nans aa AR RR RR R4 EORR AR RR RR RR SAN NR RR R4 R4 oar A SAN 83 FREQUENT Y ASKED QUESTIONS rect eoe restet e cett es he ete bbs yas orb 83 TERMINALJERROR MESSAGES rede e tog c dee Pup eade eu ea 84 INDEX EU 89 viii 0120 07325 0103 Introduction See Set up Steps on page 10 to jump right into the terminal set up The User Manual is organized as follows The table of contents is on page vii Introduction this chapter Configuration new terminal configuration and its reconfiguration Financial Transactions the transaction flows and receipts Business Functions close batch performed at the end of a business day transaction inquiry and batch totals Issues and Solutions issues and possible solutions together with terminal error messages Index alphabetic list of topics covered in the manual Finding Information To
51. Ingenico 5310 Payment Platform For Emergis User Manual ingenico Merchant name Merchant ID Terminal ID Enter here the Ethernet information if applicable Enter here the dial information if applicable Ingenico 5310 Payment Platform User Manual for Emergis Host Document Part Number 0120 07325 0103 Released November 11 2006 Ingenico Ingenico 79 Torbarrie Road 1003 Mansell Road Toronto Ontario M3L 1G5 Atlanta GA USA 30076 Canada Tel 416 245 6700 Tel 770 594 6000 Fax 416 245 6701 Fax 770 594 6003 www ingenico ca com www ingenico us com Copyright 2006 by Ingenico Canada Ltd All rights reserved This document contains information proprietary to Ingenico Canada Ltd No part of this document may be reproduced in any form or disclosed to third parties without the express written permission of Ingenico Canada Ltd Ingenico Canada Ltd reserves the right to revise this document and to periodically make changes to the content hereof without obligation of Ingenico Canada Ltd to notify any person or organization of such revision or changes Although this document was reviewed for accuracy Ingenico Canada Ltd assumes no liability for damages occurring directly or indirectly from any errors or omissions All trademarks trade names service marks or service names owned or registered by any other company and used in this manual are the property of their respective companies This
52. M DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q Amount Approved message with host result code Q Indicates whether the copy is for the merchant or the customer Shows the footer message if any 47 Ingenico i5310 Payment Platform User Manual Credit Sale Void SALE PRE AUTH PRE AUTH COMP FREFUND MANAGER PASSWORD KRKKKKKE SALE VOID DEBIT CREDI T SALE VOID ORIGI NAL TRAN 4567 VERIFY VOID ENTER TO CONFI NFI RM 10 00 5446123456789012 TRANS APPROVED 1234567 10 00 PRI NT NEXT COPY OK 48 Use to highlight SALE VOI D then press OK This transaction voids a sale forced post or pre authorization completion See also Refunds and Voids on page 37 Enter the password configurable see page 29 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 Select CREDIT Enter the transaction number printed on the receipt of the original transaction being voided 4567 in the example Press OK after verifying the original transaction data displayed Transaction amount 10 00 in the example Card number 5446123456789012 in the example The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI The terminal displays the respons
53. OPY COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards for consecutive pre authorizations and pre auth completions when the card is not swiped Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Pre authorization reference number batch and sequence number Q Transaction type Q Shows the previous pre authorized total stored in the terminal memory It does not include the current amount being pre authorized Q Amount Note that the tip line is not configured in this example Q Approved message with host result code The customer statement and signature line are printed on the merchant copy amp Indicates whether the copy is for the merchant or the customer Shows the footer message if any 9 Sum of the previous lines previous total and amount 57 Ingenico i5310 Payment Platform User Manual Credit Pre authorization Completion SALE PRE AUTH PRE AUTH COMP FREFUND PRE AUTH REF 9876543 VERIFY PRE AUTH ENTER TO CONFI RM 67 00 45371234567
54. Questions forgot my password What should I do Call the Help Desk to obtain a master password that will allow you to e Change your password back to one you know e Unlock your terminal in the case it locked itself after you attempted to enter the wrong password See page 9 for the Help Desk telephone number Which cards does the terminal accept The terminal accepts the following credit card types Visa MasterCard American Express Diners Club Discover and JCB Japan Credit Bureau The terminal accepts any debit card direct payment card The host may decline a debit or credit card for any of a number of reasons however Who do I call if the totals reported by the host do not match the ones Call the Help Desk See page 9 for the telephone number How Should proceed if the host is down and I cannot get transactions approved If the host is down debit transactions cannot be processed Ask the customer to provide another payment method Perform credit transactions off line without using the terminal Use the credit card manual slips you have stored Get a voice authorization number from the credit card issuer Take an imprint of the credit card number embossed on the credit card Ask the customer to sign the manual slip When the host connection is re established enter the off line transactions using the forced post transaction described on page 52 Additional information on forced posts
55. REPORT CLOSED TOTALS INQ TERMINAL CONFIG LIST HELP ADM 0 CHANGE LANGUAGE ADM 1 REPRI NT ADM 2 BACKLI GHT ADM 3 DATE TI ME ADM 4 SA PRE AUTHORI ZATI ON PRE AUTH COMPLETI ON REFUND SALE VOID REFUND VOID FORCED POST END OF REPORT Q 2002 02 25 11 32 0120 07325 0103 Q Function list Special key sequences available at the idle screen Transaction list Date and time the report was printed YYYY MM DD HH MM 35 Financial Transactions All transactions are authorized by the Emergis host Features Starting a Sale or Pre authorization from Idle Screen When you swipe a card at the idle screen the terminal starts a sale or a pre authorization depending on the configured default transaction see page 26 However if the card is debit the terminal always starts a sale since a pre authorization requires a credit card If you start a sale by selecting SALE at the menu you must select the payment type before entering the card This is not the case when you start a sale by swiping the card at the idle screen Credit and Debit Cards During a credit transaction you may swipe the credit card or manually enter the credit card account number and expiration date Additional security can be set through configuration parameters credit card security check and card imprint message on page 26 The credit card receipts provide a line for the customer signature During a debit transaction
56. ROCESSI NC NO not to close the batch the close batch status report is printed either way 8 Theterminal prints the close batch status report see below whether or not the batch is closed Press CAN ANN after printing to return to the idle screen Closed Batch Status Report Net total calculated by the terminal CLOSE BATCH STATUS Settled total as sent by the host This total should always match the NET TOT 501 880 total calculated by the terminal SETTLD 501 88 This line printed if batch is successfully closed BATCH 001 CLOSED This line printed if batch is not successfully closed BATCH 001 CLOSED Batch number END OF REPORT B Date and time the report was printed YYYY MM DD HH MM Q 2002 02 25 11 32 0120 07325 0103 79 Ingenico i5310 Payment Platform User Manual Closed Totals Inquiry This report gives totals for closed batches stored in the terminal memory You have two options e Print totals for all batches stored in the terminal memory e Print totals for a single batch At the idle screen press ADMIN SALE 1 PRE AUTH PRE AUTH COMP REFUND 2 Select REPORTS ADMIN SELECT REPORTS OTHER HELP LIST 3 TERM TOTALS 4 HOST TOTALS CLOSE BATCH CLOSED TOTALS 5 Use to highlight CLOSED TOTALS then press OK Enter the password configurable see page 29 Select ALL to print the totals for all closed batches next step 8 S
57. S APPROVED 4s 1234567 10 00 16 PRINT NEXT COPY OK 68 Use to highlight SALE VOI D and press OK See also Refunds and Voids on page 37 Enter the password configurable see page 29 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 Select DEBIT Enter the transaction number printed on the receipt of the original transaction being voided 4567 in the example Press OK after verifying the original transaction data displayed Transaction amount 10 00 in the example Card number 5446123456789012 in the example Press OK and pass the terminal to the customer This screen is not displayed if there is an external pinpad see page 26 Screens displayed on the external pinpad are not exactly as shown here The customer swipes the card see page 39 The customer presses OK to confirm the transaction amount The customer selects CHQ to pay from their chequing account or SAV EP to pay from their savings account The customer enters their PIN Asterisks are echoed The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSING The customer approved message is displayed The customer presses OK and passes the terminal back to you This screen is not displayed if there is an external pinpad see page 26 The terminal displays the response see
58. ULSE if your line is of the pulse type TONE The terminal displays the current value TONE PULSE LINE DETECTION Select YES if the terminal is to check if a telephone line is connected or NO if no YES check is needed A check is done before the prefix and the telephone number is dialed YES NO The terminal displays the current value YES BAUD RATE 11 Select the baud rate either 1200 or 2400 See page iii for the merchant specific 1200 information The terminal displays the current value 1200 1200 2400 12 The config select menu is displayed Press CAN ANN to return to the idle screen If the terminal is new continue following the steps in Set up Steps on page 10 Ethernet Configuration Customized by Help Desk The customized set up is to be performed only with the assistance of the Help Desk see page 9 To keep the displayed parameter unchanged just press OK without changing the current parameter value Follow these steps after contacting the Help Desk see page 9 and if the procedure described in Ethernet Configuration Standard on page 20 does not work for your case du 1 Atthe idle screen press ADMIN The terminal may display the message TERMI NAL PRE AUTH COMP INITIALIZATION REQUI RED rather than the menu shown on the left FREFUND 5 Select OTHER ADMIN SELECT REPORTS OTHER 3 Use to highlight TERMI NAL CONFG terminal configuration then pr
59. age if any amp Shows original transaction sequence number sent to the host 49 Ingenico i5310 Payment Platform User Manual Credit Refund Void caer 1 Use to highlight REFUND VOI D then press OK PRE AUTH COMP See also Refunds and Voids on page 37 REFUND MANAGER 2 Enter the password configurable see page 29 PASSWORD Enter the clerk ID 123 in the example configurable see page 25 KKKKKKKK REFUND VOID 4 This screen appears if both card types are configured see page 26 Select CREDIT DEBIT CREDI T REFUND VOID 5 Enter the transaction number printed on the receipt of the original transaction being ORIGINAL TRAN voided 4567 in the example 4567 He iu 7 5 py Press OK after verifying the original transaction data displayed 10 00 Transaction amount 10 00 in the example 5446123456789012 Card number 5446123456789012 in the example 7 The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI TRANS ae 8 The terminal displays the response see page 40 and prints the receipt see below 10 00 Press OK after detaching the receipt NEXT COPY P ee The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 50 0120 07325 0103 Credit Refund Void BY THES COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANAD
60. aining mode In this case the terminal displays the FUNCT ON NOT AVAI LABLE message see the description for this message on page 85 A batch close must be performed before going in or leaving training mode if the current batch has transactions 0120 07325 0103 41 Ingenico i5310 Payment Platform User Manual Credit Transactions Credit Sale Credit Sale Without Tip SALE PRE AUTH PRE AUTH COMP FREFUND CLERK ID 123 SALE DEBIT CREDI T SALE AMOUNT 10 00 SALE SWIPE CARD TRANS APPROVED 1234567 10 00 PRI NT NEXT COPY OK 42 At the idle screen swipe the credit card if the default transaction is sale see pages 26 and 37 otherwise press OK to select SALE Enter the password configurable see page 29 Perform the credit card security swiped cards configurable see page 39 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 and if you did not swipe the card at step 1 Select CREDIT Enter the sale amount 10 00 in the example If you have not done it before swipe the card or enter the number manually see page 39 and perform the credit card security swiped cards configurable see page 39 The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSING The terminal displays the response see page 40 and prints the receipt see below
61. al Support Dept 79 Torbarrie Road Toronto Ontario M3L 1G5 E mail address helpdesk ca ingenico com 0120 07325 0103 Table of Contents INTRODUCTION cer 9 FINDING INFORMATION e de da teu vob eae 9 HELPDESK INFORMATION is Au A dde cud e e dude ey daa dass 9 SET UP STEPS chi n tid tute tied idt tou end reta pe Ha Tela edi aden Co a 10 eren ebeo E E E T 11 reside ined enaa tete dee Janda ra pe daada ded Ga 11 M 11 Base UNE Z 780 T 12 External PIN DA Pep 12 CONNEC ON S E 13 Installing and Charging the Battery 17780 02002224 2 422 0000000000000 0 sententie nnn 14 Base Configuration 17790 idees dud ae eui ai oe edge ce ane tue ede ge crane Eu 14 Assuring Signal Strength is Appropriate i7780 sisse 14 Maintenance and Operating 5 sessi siiis sessi enne 14 Terminal Gleaning ontario eee tree aioe Le mas Ee ENS 14 Paper Roll Replacement tiere eruere ee Leeds 15 HOY DOUG E 16 Data Entry Keysin e a ae tr SANS 17 Function IKGys ee tie
62. al display has a configurable backlight feature see instructions on page 30 Screen addressable function keys these three function keys are located below the display and allow easy menu selection and screen navigation e Keyboard the number keys are arranged in the same fashion as a telephone see keyboard backlight on page 30 Both number and letter entry are enabled where required see data entry on page 17 Bi directional MSR the magnetic stripe reader allows card swipe in both directions When the card is swiped the card magnetic stripe must face the terminal e Thermal printer the thermal printer is integrated to the terminal see paper loading on page 15 0120 07325 0103 Ingenico i5310 Payment Platform User Manual Base Unit 15310 15310 and Base The terminal is connected to the base via a curly cable The terminal can be removed from the base and passed to the customer when they enter a PIN or answer to other customer prompts during a financial transaction The terminal should stay on the base when not in use External Pinpad i3050 Pinpad Your configuration may include an optional Pinpad the i3050 If this is the case the customer enters their PIN and the other information at the external Pinpad i3050 Pinpad features e LCD display liquid crystal display e Keyboard the number keys are arranged in the same fashion as a telephone 12 0120 07325 0103 Configura
63. ansactions Debit Sale Debit Sale Without Tip or Cashback SALE PRE AUTH PRE AUTH COMP FREFUND SALE DEBIT CREDI T SALE AMOUNT 10 00 NTER AND TERMI NAL CUSTOMER PRESS E PASS TO E VENTE PE CARD SAL SWI GLISSER LA CARTE SALE 10 00 OK SALE SURCHARGE 1 00 SALE TOT OK 11 00 OK SALE SELECT ACCOUNT CHQ SAV SALE ENTER PIN amp OK P XXX EK KKK KK TRANS APPROVED THANK YOU PRESS ENTER AND PASS TERMI NAL TO MERCHANT TRANS AP VED 1 567 00 PRO 234 11 60 E 12 13 At the idle screen swipe the debit or press OK to select SALE Enter the password configurable see page 29 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 and if you did not swipe the card at step 1 Select DEBIT Enter the sale amount 10 00 in the example Press OK and pass the terminal to the customer This screen is not displayed if there is an external pinpad see page 26 Screens displayed on the external pinpad are not exactly as shown here If this was not done before the customer swipes the card see page 39 The customer presses OK to confirm the transaction amount The customer presses OK to accept the surcharge amount 1 00 in the example If the customer does not accept the surcharge the transaction needs to be cancelled This screen
64. ation phone number Q Primary host phone number for transaction processing Q YEs if there is an external Pinpad or NO otherwise Q Host response timer Ethernet host type Q Host name Q Port number SSL enabled YES or NO G Terminal type DYNAMI C or STATI C G Terminal IP address is printed if terminal type is static The terminal mask ID is printed if terminal type is static The terminal gateway is printed if terminal type is static Automatic DNS enabled YES or NO Primary DNS IP address is printed if automatic DNS is turned Secondary DNS IP address is printed if automatic DNS is turned on Connection time out Retry timer used to retry the connection Contrast level for the terminal display 0120 07325 0103 Terminal Help List Configuration SALE 1 At the idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND Select REPORTS ADMIN SELECT REPORTS OTHER HELP LI ST 3 Press OK to select HELP LIST TERM TOTALS 2654 HOST TOTALS 4 The terminal displays PRI NTI NG while printing the report see sample below then CLOSE BATCH n returns to the idle screen Terminal Help List LIST OF TERMI NAL FUNCTI ONS 9 NI TI ALI ZATION KEY EXCHANGE TERMI NAL CONFI GURATI ON CHANGE MANAGER PASSWORD MANAGER PASSWORD CONTROL LOCK TERMI NAL TRAI NI NG MODE BACKLI GHT PRINTER SET UP HELP LIST TERMINAL TOTALS HOST TOTALS INQUIRY CLOSE BATCH TRANSACTION I NQUI RY NCOMPL PRE AUTH
65. can be found on page 37 If a receipt was not printed correctly do need to perform the transaction again Do not perform the transaction again If the approved transaction message was displayed the host processed the transaction regardless of the receipt being printed or not If the problem is the paper roll follow the replacement instructions page 15 and perform a receipt reprint page 82 after you set the printer working The reprint must be done before you perform the next transaction or function However if the printer was turned off during the original transaction you cannot reprint the receipt even if you turn the printer on and perform a receipt reprint 0120 07325 0103 83 Ingenico i5310 Payment Platform User Manual Terminal Error Messages The following is an alphabetic list of the error messages generated by the terminal Error messages sent by the host are not listed here Message Possible Causes and Solutions BASE NOT READY RETRY BATTERY LOW PLEASE RECHARGE BATTERY LOW RECHARGI NG CANCELLED CANNOT PROCESS PLEASE RETRY CARD MISMATCH CASHBACK LIMIT EXCEEDED CERTIFICATE FAILED CLOSE CURRENT BATCH COMMUNI CATI ONS ERROR 03 COMMUNI CATI ONS ERROR 06 COMMUNI CAT ERROR 09 COMMUNI CATI ONS ERROR 10 DEBIT ONLY NEED PRI NT DIGITS DO NOT MATCH ERROR 401 COMM ERROR ERROR 402 COMM ERROR ERROR 403 COMM ERROR ERROR 405 COMM ERROR ERROR 406 COMM ERROR
66. current training batch is not closed This message is displayed when there is no host response or a bad host response is received Call the Help Desk see page 9 This message is displayed when the keys in the pinpad do not match the keys setup on the host Call the Help Desk see page 9 This message is displayed when the terminal is unable to connect to the host An unplugged phone line or an empty phone number field are examples of this situation This message is displayed when the terminal is unable to connect to the Ingenico gateway If the problem persists call the Help Desk see page 9 If your configuration is debit only You need the printer to be turned on See the printer configuration parameters in Printer and Receipt Configuration on page 31 The last four digits embossed on the credit card do not match those read from the magnetic stripe Try re entering the digits carefully Check the card issuer specific instructions A low level communication error occurred Retry the transaction and call the help desk see page 9 if the problem persists A low level communication error occurred Retry the transaction and call the help desk see page 9 if the problem persists A low level communication error occurred Retry the transaction and call the help desk see page 9 if the problem persists A low level communication error occurred Retry the transaction and call the help desk see page 9 if the problem persists A
67. d on line 4 not shown in the example This message is displayed for refused messages NVALI D CARD in the example If the declined message REFER CUSTOMER TO CREDIT CARD ISSUER in the example is larger than the screen the terminal displays an arrow on the side of the truncation Press the screen addressable key below the arrow to scroll the message The message is scrolled and the arrow switches to the side of the truncation Press the screen addressable key below the arrow to scroll the message During a debit transaction a customer message I NVALI D PI N in the example is displayed before the message addressed to you While the approved or declined message is displayed the terminal prints the receipt After a receipt copy is printed and if there are more to print the terminal pauses for you to detach the receipt Press OK after detaching the receipt from the terminal or the terminal resumes printing after the printing pause elapses P RI NTI NG is displayed while additional copies are printed The printing pause is configurable as well as the number of receipt copies printed and the printing or not of declined credit transactions See Printer and Receipt Configuration on page 31 Training Before Going Live The terminal can be set to simulate certain functions and all financial transactions This is called training mode and is used when the staff needs to practice before performing actual transactions and functions C
68. d this CLEAR STORAGE screen is not displayed Select YES if you want to erase any transaction details and YES NO totals currently in the terminal memory or NO if you want to keep them See below 11 The terminal returns to the idle screen Lap If parameters are changed at the host it automatically forces an initialization When this happens the terminal starts communicating with the host right after a credit transaction is finished and has exited to the idle screen Just wait until the initialization is finished The transaction storage is the terminal memory area containing approved financial transactions other than pre authorizations It can hold a maximum of 500 transactions No warning message is displayed when the storage area becomes full New transactions automatically replace the old ones EF The pre authorization storage is the terminal memory area containing the pre authorizations It can hold a maximum of 400 pre authorizations If the storage is full and you try to perform a pre authorization this warning message is displayed PRE AUTH MEMORY FULL on page 86 New pre authorizations automatically replace the old ones The terminal keeps in its memory the totals for the last five closed batches 0120 07325 0103 27 Ingenico i5310 Payment Platform User Manual Key Exchange This function is enabled if the terminal is configured to process debit transactions You need to perform a key exchange download security k
69. d was entered too many times To unlock it you need to call the help desk see page 9 The terminal is locked and the password must be entered to unlock it See Unlock Terminal on page 29 The total transaction amount that is tip cashback and surcharge included where applicable exceeds the transaction limit or the limit of the transaction amount prompt If needed call the help desk see page 9 to find out about the transaction limits applying to your case The security keys are not present in the terminal or pinpad Call the help desk see The terminal cannot detect a telephone line attached while attempting to call out e Check if there is a line connected see instructions in Connections on page 13 e Check if the line connected has a normal dial tone by plugging a telephone into the wall jack and checking the dial tone coming from it Telephone company services that change the dial tone may cause this message to appear If you subscribe to such services as Call Waiting or Call Answer you may need to change the dial prefix configuration described on page 22 If your terminal dials through a PBX type system e You may need to disable the line detection feature see page 22 Some PBX Type systems cause this message because they do not use the same voltage levels The no option of the line detection feature prevents this error message to be i problem is solved though The host response is not received in the specified ti
70. document was formatted to be printed on both sides of the paper If such a printer is not available you can print it using a single sided printer and after without removing the blank pages copy it to have it in double sided format Welcome Welcome See Set up Steps on page 10 to jump right into the terminal set up This Manual is a reference document aimed at retailers who want to operate the following Ingenico 5310 terminal loaded with the Ingenico Payment Platform Application The Ingenico 5310 is a secure hand over dial and IP terminal for electronic transaction acceptance and processing The Payment Platform Application is a state of the art software application that provides menu driven selection debit and credit transaction processing end of day settlement and several customizable features See the table of contents on page vii below and Introduction on page 9 for more details We strive to provide a complete and helpful manual but if you notice something that should be corrected or if you would like to make any suggestions please write or e mail us at the address below Include the following in your correspondence e The suggestion or correction e section name and page number e Your manual release date November 11 2006 e version of your application software see page 19 on how to obtain the version number Please send your e mail message or letter to Address Ingenico Canada Ltd Technic
71. e see page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Credit Sale Void BY THE Mac COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 901 AUTH 678901 ORIG TRANS 0000112 TRANS 0000120 5 CREDI T VI SA D DATE 2002 04 18 TI ME 10 08 33 RECPT 01234567 901 0120 PURCHASE CORRECTION AMOUNT Q 10 00 TRANSACTION APPROVED 0025 THANK YOU MERCHANT COPY COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Q Batch number Authorization number from the host Q Transaction sequence number Q Card number masked with asterisks for security reasons Card type and brand S for swiped cards M for manually entered cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q Amount Approved message with host result code Q Indicates whether the copy is for the merchant or the customer Shows the footer mess
72. e host IP address or press OK to keep the value displayed 11 12 13 14 in the example 23 Ingenico i5310 Payment Platform User Manual CUSTOM 23 Displayed for custom host option Use to highlight HOST NAME then press OK HOST ENTRY play p F gnilg p OK HOST NAME FPORT NUMBER 24 Displayed for the custom host option Enter the host name press OK to keep the HOST NAME value displayed 1 NGGW COM in the example NGGW COM CUSTOM 25 Displayed for custom host option Use to highlight PORT NUMBER then press OK HOST ENTRY play p F gnilg p OK HOST NAM FPORT NUMBER 26 Displayed for the custom host option Enter the port number press to keep the PORT NUMBER value displayed 443 in the example 443 CUSTOM 27 Displayed for custom host option Use to highlight ENABLE SSL then press OK FPORT NUMBER ENABLE SSL 28 Displayed for the custom host option Select ON for SSL Secure Socket Layer ON enabled or OFF for SSL disabled ON OFF 29 The custom menu is displayed Press CAN ANN until the Ethernet setup menu is displayed ETHERNET SETUP K daunna 2 USE EF J to highlight 015 then press OK HOST SETUP FDNS SETUP DNS SETUP 31 If this option is displayed press OK to select AUTOMATI C DNS then select NO for AUTOMATIC DNS non automatic DNS DNS SETUP 32 Press OK to select PRI M ADDRESS PRIM ADDR
73. ed if the entered debit sale amount is zero and the clerk NOT ALLOWED attempts to enter a zero cashback amount 0120 07325 0103 87 Index A Address 2 00 23 Alphanumeric data 17 Application version number 19 Approved transaction Host 40 B 18 30 Base configuration 14 Base registration 14 Base Units 12 Batch close Close Batch Status report 79 Totals not matching 83 Batch See Close Batch Batch total storage 27 cn 14 dea 22 Business functions 73 C Cable connections Dialz im iatis 13 Etlierriet o codes a e e E n da 13 oe cts er DUK DIL ML 13 Call answer 22 Cancelling transactions 39 Card reader Card swipe instructions 39 14 CASNDACK eeren rE ek t ena cd e iR E 25 Change language
74. edit card see Manual Entry of Credit Cards below Keep this in mind for better card swipes e The terminal card reader is bi directional The card can be swiped in either direction e The card must be swiped at constant speed and pressure ensuring it remains in contact with the bottom of the track throughout the entire swipe action e The card magnetic stripe must face the terminal Security Check on Swiped Credit Cards The credit security check option See page 26 applies when a credit card is swiped during a sale a forced post or a pre authorization Depending on the security option configured one of the following prompts is displayed VERI m SENE d Displayed if the option configured is echo card number Compare the credit card number displayed with that embossed on the card and press OK to continue LAST 4 DIGITS Displayed if the option configured is last four digits Enter the last four digits embossed on the card 1234 in the example If the message 1234 DIGITS DO NOT MATCH appears re enter the last four digits or cancel the transaction Manual Entry of Credit Cards SALE Enter the credit card number using the terminal keyboard The card number is displayed on SWIPE CARD jines 3 and 4 5446123456789012345 in the example 345 5446123456789012 EXPI MM YT Enter the credit card expiration date in the MMYY format 1203 in the example 1203 Displ if the take imprint option i yes 26 TAKE IMPRINT
75. elect BATCH to print totals for a specific batch number next step 6 ALL BATCH ENTER ae 6 Enter the batch number that you want to print 020 the example 7 terminal communicates with the host and displays DI ALI NG if connection is dial 020 SENDING RECEI VI NG and PROCESSI NG 8 The terminal displays PRI NTI NG while printing the report see below After printing press CAN ANN to return to the idle screen The terminal holds in memory the totals for the last five closed batches Closed Batch Terminal Totals 9 BY THE LAKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 TERM ABCD1234 BATCH 020 02 02 26 NET 4490 47 SETTLD 4490 47 END OF REPORT 2002 02 25 11 32 80 Merchant name and address Terminal ID Batch number of closed batch Date when batch was closed The batches are printed in chronological order Net total of closed batch The net total total is sale total minus refund total minus void total This line contains the terminal totals Q This line contains the host totals for verification This total should always match the total calculated by the terminal Date and time the report was printed YYYY MM DD HH MM 0120 07325 0103 Business Functions Host Totals Inquiry This report prints the current batch totals from the host SALE 1 At the idl UTH t the idle screen press
76. er masked with asterisks for security reasons Card type and debit account type S for swiped debit cards Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q These amounts are shown Transaction amount before tip and surcharge Tip amount Surcharge amount Total amount including tip and surcharge Approved message with ISO and host response codes Q Shows the footer message if any The reference number contains Shift number Batch number Transaction sequence number 63 Ingenico i5310 Payment Platform User Manual Debit Sale With Cashback To perform a cashback only transaction enter only the cashback amount leaving a zero sale amount SALE PRE AUTH PRE AUTH COMP FREFUND SALE DEBIT CREDI T SALE AMOUNT 10 00 CASHBACK AMOUNT 20 00 PRESS ENTER AND PASS TERMI NAL TO CUSTOMER SALE VENTE SWIPE CARD GLISSER LA CARTE SALE 10 00 OK SALE CASHBACK 20 00 SALE SURCHARGE 1 00 SALE TOT OK OK 31 00 OK SALE SELECT ACCOUNT CHQ SAV SALE ENTER PIN amp OK PI RR KKK KK KH TRANS APPROVED THANK YOU PRESS ENTER AND PASS TERMI NAL TO MERCHANT 64 10 11 12 13 14 15 16 17 At the idle screen swipe the debit card or press OK to select SALE Enter the password configurable see page 29 Enter the clerk ID
77. erisks are echoed The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI The customer approved message is displayed The customer presses OK and passes the terminal back to you This screen is not displayed if there is an external pinpad see page 26 The terminal displays the response see page 40 and prints the receipt see above 0120 07325 0103 Financial Transactions 19 Press OK after detaching the receipt P NEXT COPY OK The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen Debit Sale With Tip 9 LAKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 TRANS 1000120 5 DEBI T CHEQUI NG DATE 2002 04 18 0 08 33 TI ME 1 01234567 901 0120 REFERENCE 690019010120 PURCHASE AMOUNT 10 00 1 50 SURCHARGE 1 00 TOTAL 12 50 TRANSACTI ON 01 APPROVED 025 Q COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Merchant name and address GST number if any Merchant ID Terminal ID O Clerk ID performing the transaction Batch number Authorization number from the host Q Transaction sequence number Q Card numb
78. erk ID 123 in the example configurable see page 25 Enter the voice authorization number received from the card issuer 456789 in the AUTHORI ZATION example 456789 FORCED POST 5 Enter the transaction amount 10 00 in the example AMOUNT 10 00 FORCED POST 6 Swipe the card or enter the number manually see page 39 ee 7 Perform the credit card security swiped cards configurable see page 39 8 The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSING TRANS 5 9 The terminal displays the response see page 40 and prints the receipt see below 10 00 PRINT 10 Press OK after detaching the receipt NEXT COPY OK The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 52 0120 07325 0103 Forced Post Sale BY THE AKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER amp 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 0000120 5 CREDIT VI SA DATE 2002 04 18 TI ME 10 08 33 01234567 901 0120 FORCED POST AMOUNT Q 10 00 TRANSACTION APPROVED 0025 THANK YOU CARDHOLDER WILL PAY CARD ISSUER ABOVE TOTAL PURSUANT TO CARDHOLDER AGREEMENT CARDHOLDER SIGNATURE MERCHANT COPY COTTAGES OPEN YEAR ROUND TEL 705 987 6
79. erminal before cleaning Clean the outside of the terminal with a soft cloth moistened just with water or with a mild solution made of window cleaning and water If the cleaning liquid applied to the terminal does not dry within one minute dry the terminal with a soft cloth Never spray cleaning solution directly on the terminal as drops may enter the unit and damage it Do not use e Isopropyl alcohol based cleaning products e Abrasives 14 0120 07325 0103 Paper Roll Replacement Configuration The following diagram shows the terminal paper compartment Always use thermal paper having these specifications The paper roll usually has a low paper warning Whena red stripe appears on your receipts or reports it is time to replace the paper roll Open the cover of the paper compartment by pushing the lid opening button towards the back of the terminal Lift up the empty roll and remove it Place the new paper roll into the compartment Close the paper compartment making sure the paper end stays outside Press t a few times to verify that the paper advances correctly Tear off the excess of paper coming out from the printer e Single ply thermal sensitive POS or facsimile grade e Basis Weight e Calliper e Brightness e Smoothness Bekk Minimum e Roll Width e Roll diameter e Rollcore ID e Roll core OD Recommended brands e KANZAN KF50 e KOEHLER KT55HS01 e JUJO AF50KS E e MITSU
80. ess OK TERMINAL CONFG 4 Enter the password configurable see page 29 CHANGE MGR PWDa 5 Select COMM CONFIG SELECT COMM OTHER COMM a dh 6 Select ETHERNET The terminal displays the currently configured connection type DI AL DI AL ETHERNET You must perform an initialization after switching between DIAL and ETHERNET or vice versa See Terminal Initialization on page 27 22 0120 07325 0103 ETHERNET SETUP ERMI NAL SETUP HOST SETUP FDNS SETUP 5 TERMI NAL SETUP ERMI NAL TYPE TERMINAL ADDR FMASK ID TERMI NAL TYPE STATIC DYNAMI C TERMI NAL SETUP ERMI NAL TYPE TERMINAL ADDR FMASK ID ENTER TERMI NAL ADDRESS 11 12 13 14 TERMI NAL SETUP ERMI NAL TYPE TERMINAL ADDR FMASK 1 ENTER MASK ID 255 255 255 10 TERMI NAL SETUP ERMI NAL TYPE TERMINAL ADDR FMASK ID ENTER GATEWAY ADDRESS 11 12 13 14 ETHERNET SETUP ERMI NAL SETUP HOST SETUP FDNS SETUP HOST SETUP NGENI CO HOST CUSTOM a CUSTOM HOST ENTRY HOST NAME FPORT NUMBER HOST ENTRY NAME NAME ADDRESS HOST NAME NGGW COM HOST ADDRESS 11 12 13 14 0120 07325 0103 10 15 16 18 Configuration Press OK to select TERMI NAL SETUP The terminal displays the terminal setup menu below Press OK to select TERMI NAL TYPE The remaining options in this menu TERMI NAL ADDR MASK D andGATEWAY are displayed if the terminal type is current
81. example shows how to enter the alphanumeric sequence D1N33 Key Text a Displayed Description The initial display is empty in this example 3 is the digit key initially pressed when entering the letter D ADMIN displays the next letter in the sequence D 6 is the digit key initially pressed when entering the letter N ADMIN displays the next letter in the sequence N Data entry is complete D1N33 Next prompt OK is pressed to accept data entry taking the terminal to the next prompt y O ADMINI ADMIN displays the next letter in the sequence M 0120 07325 0103 17 Ingenico i5310 Payment Platform User Manual Function Keys CAN ANN The Cancel red key cancels the current transaction or function see Cancelling a Transaction on page 39 The Correction yellow key is used e To correct an entry It erases the last letter or number entered Atcertain prompts directed to the customer the Correction key leads to the previous prompt allowing the customer to correct a previous entry e During PIN entry the Correction key erases the customer PIN entirely or if there is no PIN displayed it leads the customer to the previous prompt The OK green key is used to accept the information entered at a prompt or to confirm an option The Paper Feed key advances the paper roll when at the idle screen When pressed at the idle screen the Admin key leads to the administrative fu
82. eys For anew terminal after performing host initialization e If the host starts to reject debit transactions repeatedly e Whenever instructed by the Help Desk to do so SALE 1 At the idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND THER ADMIN SELECT ia IQ REPORTS OTHER ERMI NAL INIT Use to highlight KEY EXCHANGE then press OK KEY EXCHANGE TERMINAL CONFG Enter the password configurable see page 29 FCHANGE MGR PWDa The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI NG 6 The terminal returns to the idle screen oO Password Control DALE 1 Atthe idle screen press ADMIN PRE AUTH PRE AUTH COMP REFUND 5 Select OTHER ADMIN SELECT REPORTS OTHER T 3 Use to highlight MGR PWD CTRL manager password control then press OK TERMINAL CONFG 4 Enter the password configurable see page 29 FCHANGE MGR PWDa MANAGER 5 Select ALL if you want to apply the password control to all transactions and functions PASSWORD CONTROL Select DEFAULT if you want it only for those options in the table below ALL DEFAULT 6 The terminal returns to the admin other menu Press OK to return to the idle screen If you select ALL these options require password 28 0120 07325 0103 Configuration e financial transactions e Printer Set up e Terminal Initialization e Hel
83. have a surcharge Enter zero if there is no minimum amount and the surcharge is to apply if the amount does not exceed the maximum below Enter the maximum amount to apply a sale surcharge Any debit sale above this value will not have a surcharge Enter zero if there is no maximum amount and the surcharge is to apply if the amount exceeds the minimum above A zero minimum amount combined with a zero maximum amount indicates that all debit sales are subject to a surcharge As an example a minimum of 5 00 and a maximum of 10 00 indicate that a surcharge applies only for amounts between 5 00 and 10 00 Select NO if the terminal is to be used as the pinpad or YES if the external i3050 pinpad is to be used see External Pinpad on page 12 The terminal must be restarted powered up after this setting is changed Enter the terminal display contrast level from 5 to 10 10 in the example The config select menu is displayed Press CAN ANN to return to the idle screen If the terminal is new continue following the steps in Set up Steps on page 10 26 0120 07325 0103 Configuration Terminal Initialization You should perform an initialization e When the terminal displays the message TERMI NAL NI TI ALI ZATI ON REQUI RED e When instructed by the Help Desk to do so SALE 1 At the idle screen press ADMIN The terminal may display the message TERMI NAL Sait INITIALIZATION REQUI RED rather than the menu shown
84. is displayed if surcharge is configured see page 26 The customer presses OK to accept the total amount including surcharge 11 00 in the example The customer selects CHQ to pay from their chequing account or SAV EP to pay from their savings account The customer enters their PIN Asterisks are echoed The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI The customer approved message is displayed The customer presses OK and passes the terminal back to you This screen is not displayed if there is an external pinpad see page 26 The terminal displays the response see page 40 and prints the receipt see below 0120 07325 0103 Financial Transactions 17 Press OK after detaching the receipt P NEXT COPY OK The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen Debit Sale Without Tip or Cashback 9 BY THE LAKE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 TRANS 1000120 5 DEBI T CHEQUI NG DATE 2002 04 18 0 08 33 TI ME 1 01234567 901 0120 REFERENCE 690019010120 PURCHASE AMOUNT 10 00 SURCHARGE 1 00 TOTAL 11 00 TRANSACTI ON 01 APPROVED 025 COTTA
85. isplayed if the take imprint option is set to yes see page 26 OF CREDIT CARD Cancelling a Transaction Press CAN ANN to cancel a transaction at any time while performing data entry The customer can cancel a transaction by pressing CAN ANN While the CANCELLED message is displayed press CAN ANN again to return to the idle screen If a cancelled receipt is printed it contains the message CANCELLED After the terminal started to communicate with the host the transaction can no longer be cancelled In such case wait until the transaction is finished and perform a void if needed 0120 07325 0103 39 Ingenico i5310 Payment Platform User Manual Host Authorization Approved and Declined Transactions After data entry is completed transactions must go to the host for approval The terminal displays the messages DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI NG while communicating with the host TRANS APPROVED 1234567 10 00 TRANS DECLINED INVALID CARD TRANS DECLIN REFER CUSTOMER CREDIT CARD IS E 5 N U TRANS DECLI ER ree D T U gt D EF 0 EDIT CARD IS R lt E INVALID PIN PRI NT NEXT COPY OK This message is displayed for approved transactions Note that the approval code 1234567 in the example and the amount 10 00 in the example are displayed For pre authorizations and pre authorization completions the reference number is displaye
86. lose the batch before going into training mode and before coming out see page 79 SALE PRE AUTH PRE AUTH COMP FREFUND ADMIN SELECT REPORTS OTHER ERMI NAL INIT KEY EXCHANGE TERMI NAL CONFG FCHANGE MGR PWDa ERMI NAL INIT KEY EXCHANGE TERMI NAL CONFG FCHANGE MGR PWDa 40 1 Atthe idle screen press ADMIN Select OTHER Use to highlight TRAI NI NG MODE then press OK 4 Enter the password configurable see page 29 5 Press CAN ANN to return to the idle screen The terminal is now in training mode 0120 07325 0103 Financial Transactions To exit training mode perform the same steps from step 1 above The training mode features 7 The training mode idle screen has asterisks at both sides of the transaction names to indicate the training status The terminal does not communicate with the host during training transactions Since no real transactions or functions are performed the terminal accepts anything as the password and PIN number The transactions are always approved The maximum transaction amount is 1 00 The approval number the batch number and the transaction sequence number appearing on receipts are all simulated The information printed when you perform transaction inquiry or total inquiry is simulated All receipts and reports are printed with the banner TRAI NI NG indicating the terminal is in training mode Some functions are not allowed in tr
87. low level communication error occurred Retry the transaction and call the help desk see page 9 if the problem persists 0120 07325 0103 Issues and Solutions Message Possible Causes and Solutions FAILED TO INIT The terminal did not finish the initialization successfully Retry initializing it 2 or 3 times CALL HELP DESK and check for incorrect settings in your communications parameters See these Sections e Terminal Configuration List on page 33 to print a configuration list e Dial Configuration on page 21 to change the dial configuration Ethernet Configuration Customized by Help Desk on page 22 to change the Ethernet configuration e Other Configuration Parameters on page 25 to change the other parameters If the problem persists call the Help Desk see page 9 FAILED TO READ This message is displayed when the terminal cannot read the card magnetic stripe CARD Refer to the card swipe instructions on page 39 and to the following information e Debit cards if you receive the error message repeatedly after trying to swipe a debit card ask the customer for another card or payment method You may need to re start the transaction if the alternate tender type is not debit e Credit cards if you receive the error message repeatedly after trying to swipe a credit card perform the steps in Manual Entry of Credit Cards on page 39 FUNCTI ON NOT This message is displayed when the option you selected is not supported by yo
88. ly set to static Select STATIC for static internet address dynamic address is described on page 20 Use to highlight TERMI NAL ADDR terminal address then press OK Enter the terminal IP address 11 12 13 14 in the example This is the IP address used by the terminal Use to highlight MASK D then press OK Enter the terminal mask ID 11 12 13 14 in the example Use to highlight GATEWAY terminal gateway then press OK Enter the gateway address 11 12 13 14 in the example The terminal setup menu is displayed Press CAN ANN to return to the Ethernet setup menu Use to highlight HOST SETUP then press OK Select INGENICO HOST next step 30 to use the Ingenico host or CUSTOM enter different host next step 19 The data configured in the terminal memory for the Ingenico host is 20 21 22 IP address 216 254 134 046 Port 443 for 15310 v1 11 9099 for all other i5310 versions Port 9099 for 5100 and 7780 Addressing Dynamic Displayed for custom host option Press OK to select HOST ENTRY Displayed for custom host option Select NAME to enter a host name next step 21 or ADDRESS to enter a host IP address next step 22 The terminal displays the current option NAME Displayed for the name option Enter the host name or press OK to keep the value displayed NGGW COM in the example Displayed for the address option Enter th
89. may take to print all the pre authorizations up to 400 0120 07325 0103 75 Ingenico i5310 Payment Platform User Manual Incomplete Pre authorization Inquiry The pre authorizations are printed in the order they were performed They come from the terminal memory see also Transaction Inquiry on page 73 INCOMPLETE PRE AUTHS Merchant name and address SN a Terminal ID BY THE LAKE COTTAGES For the all selection this is the current date For the by date 1001 CLEARWATER RD selection this is the date entered at the terminal YY MM DD Muse ure er 0 Card number masked with asterisks for security reasons O Clerk ID if entered during the transaction TERM A8CD1234 Authorization number 02 02 26 Pre authorization reference number composed of batch and 090879 sequence number 01064090320 Q Pre authorization date MMDD 0201001 0225 10 43 Pre authorization amount 544 02000016 Batch number first 3 digits followed by the sequence number last REST G59 4 digits Site 012 489478 Pre authorization time HH MM 0201002 0225 10 489 Date and time the report was printed YYYY MM DD HH MM 22 89 0200002 0139445638 02010030 02259 10 569 32 77 02000039 END OF REPORT 2002 02 25 11 32 76 0120 07325 0103 Business Functions Terminal Totals This option gives printed totals for the current batch broken down by card type The totals come fr
90. me length Retry the transaction or function 2 or 3 times Call the Help Desk if needed see page 9 You typed in a batch number that does not match any of those stored in the terminal memory This message is displayed e When the terminal searches the transaction memory storage but there are no transactions matching the search criterion selected When the terminal searches the pre authorization memory storage during a pre authorization completion but there are no pre authorizations matching the original pre authorization number entered When the terminal searches the pre authorization memory storage during a consecutive pre authorization but there are no pre authorizations matching the original pre authorization number entered You performed a batch close but the batch is empty There are no transactions to close You performed a reprint but there is no receipt or report to be reprinted See page 82 for additional details This option is not available at this moment If the terminal is locked unlock it and retry During a debit transaction the customer entered a PIN that is less than four digits long The PIN must have from four to 12 digits The ping test was not successful Verify the connections the address to ping and the Ethernet parameters If the problem persists call the help This is a warning message indicating the storage area for pre authorizations is full It does not prevent you from performing a pre authorization Pe
91. memory see page 27 Depending on the type of business there are two different ways you can use pre authorizations e f your business is a restaurant or similar use this method 1 Perform a pre authorization leaving the pre authorization reference number blank Enter the total amount for the bill The tip amount is unknown at this point 2 The pre authorization is stored in the terminal memory under a new pre authorization reference number assigned by the host Hand the receipt to the credit card customer and let them complete the tip line 4 Perform a pre authorization completion entering the reference number used in step 2 to retrieve the original pre authorization The final transaction amount includes the tip 5 After the pre authorization completion is approved the original pre authorization is erased from the terminal memory Note that when the above method is used each pre authorization completion refers to only one pre authorization The pre authorization completion receipt can be printed or not See page 32 on how to configure it e f your business is a hotel a car rental or any other requiring consecutive pre authorizations use this method 1 Perform a pre authorization leaving the pre authorization reference number blank Enter the amount for the first day of lodging or rent 2 The pre authorization is stored in the terminal memory under a new pre authorization reference number assigned by the host 3 For
92. minal is locked print help list change language backlight and display date can still be performed without entering the password 18 0120 07325 0103 Configuration Software Set up Start up Messages When the power cord is connected the terminal displays several Operating System messages before displaying the application messages below i 5310 PPPPP VVVV YYYY MM DD MM o TERMI NAL INITIALIZATION REQUI RED SALE PRE AUTH PRE AUTH COMP FREFUND YYYY MM DD HH MM LOCKED ENTER MANAGER PASSWORD The application part and version numbers are displayed PPPPP the Ingenico part number VVVV the application version number A new terminal displays this idle screen if it has never been initialized before In this case follow the steps described in Set up Steps on page 10 The terminal also displays this idle screen after you change the communication option from dial to Ethernet or vice versa In this case make sure the communication parameters are configured correctly see Ethernet Configuration Standard on page 20 and Dial Configuration on page 21 check the cable connections Connections on page 13 and perform an initialization Terminal Initialization on page 27 The terminal displays this idle screen if it is ready to perform transactions The terminal displays this idle screen if it was locked See Unlock Terminal on page 29 Change Password SALE PRE AUTH PRE AUTH COMP FREFUND ADM
93. n rr D EXPIRY You typed in an invalid expiration date The month first 2 digits must be from 01 to 12 INVALID IP The IP address is not correct Valid IP addresses follow these rules ADDRESS e There are three points in the address e There are four groups of 1 to digits separated by the three points e Each group of digits is from 0 to 255 You typed in an invalid time Valid times follow these rules e Thetime is in the format HHMM e hour is from 00 to 23 that is a 24 hour clock format e The minute is from 00 to 59 Note that the terminal date and time are re synchronized with the host clock every time a transaction is performed This message when the terminal cannot dial during a debit transaction Select YES if you want to retry dialing or NO if you want to cancel the transaction 0120 07325 0103 85 Ingenico i5310 Payment Platform User Manual Message LOCKED CALL HELP DESK LOCKED ENTER MANAGER PASSWORD MAXI MUM AMOUNT EXCEEDED NO KEY LOADED E DETECTED NO RESPONSE FROM HOST NO TOTALS FOUND NO TRANSACTI ON FOUND NOTHI NG TO CLOSE NOTHING TO PRI NT OPTI ON NOT AVAILABLE PIN TOO SHORT REENTER PING FAILED PRESS OK PRE AUTH MEMORY FULL RANGE SELECTION NOT VALID TAKE MPRI NT OF CREDIT CARD TCP CONNECTI ON FAI LED 86 Possible Causes and Solutions The terminal automatically locked itself because the wrong passwor
94. nction menu At prompts requiring entry of letters or special characters this key switches between the letters special characters available See Data Entry Keys on page 17 for more CORR The following function keys are present on the i3050 only CHQ This key is used to select the chequing account during a debit transaction SAV EP This key is used to select the savings account during a debit transaction Screen addressable Function Keys The terminal has three screen addressable function keys located below the display The application uses only the two side keys The middle key is not used Those keys are used to e Scroll up and down when menus are displayed referred to as a and e Select between two options displayed Whenever a screen addressable function key is mentioned in the manual the option or menu text is used to refer to the key for example Select YES to enable tip entry or NO otherwise In this example the terminal displays Y ES on the left and NO on the right Special Key Sequences The following key sequences enabled at the idle screen allow easy access to these options e Help List by pressing ADMIN followed by 0 e Change terminal Language by pressing ADMIN followed by 1 e Reprint last receipt or report by pressing ADMIN followed by 2 e Backlight by pressing ADMIN followed by 3 e Date and time by pressing ADMIN followed by 4 When the ter
95. nt type S for swiped debit cards Q Transaction date YYYY MM DD Transaction time HH MM SS Q The receipt number contains Terminal ID Batch number Transaction sequence number Q Transaction type Q These amounts are shown Transaction amount before cashback and surcharge Cashback amount Surcharge amount Total amount including cashback and surcharge Approved message with ISO and host response codes Q Shows the footer message if any The reference number contains Shift number Batch number Transaction sequence number 65 Ingenico i5310 Payment Platform User Manual Debit Refund SALE PRE AUTH PRE AUTH COMP FREFUND MANAGER PASSWORD KK KKK K REFUND DEBIT CREDI T REFUND AMOUNT 10 00 PRESS ENTER AND PASS TERMI NAL TO CUSTOMER REFUND REMBOURS SWIPE CARD GLISSER LA CARTE REFUND 10 00 OK REFUND SELECT ACCOUNT CHQ SAV REFUND ENTER PIN amp OK PI Ns xoxo ox KKH x TRANS APPROVED THANK YOU PRESS ENTER AND PASS TERMI NAL TO MERCHANT TRANS APPROVED 1234567 10 00 PRI NT NEXT COPY OK 66 10 11 12 13 14 15 Use to highlight REF UND and press OK See also Refunds and Voids on page 37 Enter the password configurable see page 29 Enter the clerk ID 123 in the example configurable see page 25 This screen appears if both card types are configured see page 26 Select DEBIT Enter the transaction amount 10 00 in the example P
96. nue with the following steps 14 Define which options will have password control 15 Learn how to lock and unlock the terminal 16 Configure the other parameters 17 Print parameters and help lists optional 18 Configure the backlight optional 19 Change the language for displays receipts and reports optional 20 Configure the printer and the receipts 10 Refer to these titles Terminal on page 11 External Pinpad on page 12 Connections on page 13 Connections on page 13 Start up Messages on page 19 Change Password on page 19 Date and Time Display on page 33 Ethernet Configuration Standard on page 20 Dial Configuration on page 21 Terminal Initialization on page 27 Key Exchange on page 28 Training Before Going Live on page 40 Financial Transactions on page 37 Password Control on page 28 Lock Terminal on page 29 Unlock Terminal on page 29 Other Configuration Parameters on page 25 Terminal Configuration List on page 33 Terminal Help List on page 35 Backlight on page 30 Terminal Language English or French on page 30 Printer and Receipt Configuration on page 31 0120 07325 0103 Configuration Hardware Set up Terminal Ingenico 5310 Paper Compartment Navigation keys CAN ANN key Paper feed key CORR key ADMIN key Magnetic stripe Smart card reader reader OK key Terminal components e LCD display with backlight the liquid cryst
97. ole 24 Power 440 13 POWeLI Up diii eee b expe aste eau 19 Pre auth Default Transaction at idle screen 26 Pre authorization Erasing original pre authorization 58 Incomplete pre authorization inquiry 75 Receipt sample consecutive pre authorization 57 Receipt sample initial pre authorization 55 Security check sss 26 Set tip line on 32 Take imprint esee 26 Transaction flow consecutive pre 00 56 Transaction flow initial pre authorization 54 Using different methods 38 Pre authorization completion Incomplete pre authorization inquiry 75 Receipt sample 59 Set printing on or 32 Transaction 2 4 2 58 Using different methods 38 Pre authorization storage 27 See Dial prefix Primary DNS a niai ePi 24 Printer configuration See Configuration Printer on off oie re ire tate 31 Printing pause Set printing 32 e he ee eth 22 0120 07325 0103 Index R Radio obstacles 14
98. om the terminal memory SALE 1 At the idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND lect REPORTS ADMIN SELECT REPORTS REPORTS OTHER HELP LI ST 3 Use to highlight TERM TOTALS terminal totals then press OK TERM TOTALS HOST TOTALS 4 Enter the password configurable see page 29 CLOSE BATCH 5 The terminal displays PRI NTI NG while printing the report see below After printing press CAN ANN to return to the idle screen Terminal Totals TERMINAL TOTALS Merchant name and address UE MEAE o Terminal ID BY THE LAKE COTTAGES Batch number Done CEDAT Q Current date YY MM DD Sale transaction count and amount ane Tip count and amount TERM ABCD1234 Refund transaction count and amount Surcharge count and amount BATCH 020 0 02 02 26 O Cashback count and amount DEBIT Void transaction count and amount 100 SALE 1000 00 Batch net total sales plus refunds always negative minus voids A it de P n could be positive or negative amount 113 NET TOT 870 00 Date and time the report was printed YYYY MM DD HH MM 1 TIP 50 00 100 SURCH 100 00 1 CASHBACK 40 00 VI SA 4 SALE o 50 15 1 REFUND 15 00 3 VOID 4 85 8 NET TOT 40 00 1 TIP 2 00 MASTER CARD 50 15 15 00 4 85 40 00 100 SALE 1000 00 9 REFUND 90 00 4 VOID 10 40 00 113 NET TOT 870 00 1 TIP 550 00
99. on the left FREFUND ADMIN SELECT Select OTHER REPORTS OTHER aca a AEE ae 3 Press OK to select TERMI NAL NI T terminal initialization TERMI NAL CONFG 4 Enter the password configurable see page 29 FCHANGE MGR PWDa RETAIN SETTINGS 5 This promptis not displayed if the terminal is new and you have never entered merchant and terminal IDs in this case proceed to step 7 YES NO If you are not performing initialization for the first time Select YES if you want to keep the current merchant and terminal IDs next step 9 Select NO if you want to change the current settings next step 7 6 This prompt is displayed if the terminal is configured for dial communication Enter the INIT PHONE telephone number for the host initialization or press OK to keep the value displayed 4161234567 4161234567 in the example See page iii for the merchant specific information MERCHANT ID 7 Enter your merchant ID You may press OK to keep the merchant ID displayed 12345678 in the example See page iii for the merchant specific information 12345678 8 Enter your terminal ID You may press OK to keep the terminal ID displayed TERMINAL 10 ABCD1234 in the example See page iii for the merchant specific information ABCD1234 9 Theterminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI NG 10 If you changed the merchant or terminal ID the storage is cleared automatically an
100. onfigured for manually entered credit cards NO if itis not configured The current terminal date YYYYMMDD and time HHMM DB CR if the terminal accepts both debit and credit cards or CREDI T if only credit is accepted Q SALE or PRE AUTH default transaction when card swiped at idle Q Minimum debit sale amount to which surcharge will be applied Maximum debit sale amount to which surcharge will be applied Q DEFA if only the default transactions and functions prompt for the password or ALL if the password is required for all Q YES if the terminal is in training mode or NO if the terminal is in 33 Ingenico i5310 Payment Platform User Manual MIN TO SURCH Q 0 00 MAX TO SURCH Q 0 00 MANAGER PSW CTRL QD DEFA TRAI NI NG MODE No BACKLI GHT YES SURCH ON SALE 0 75 SURCH CASHBACK 2 00 CONTRAST LEVEL Q 10 EXTERNAL PI NPAD YES PRINTER CONFI GURATI ON PRINTER ON FOOTER LI NE 1 CHECK OUR DAILY SPECIALS FOOTER LINE 2 COME AGAIN SOON FOOTER LINE 3 THANK Y OU GST ABCD1234 NUMBER OF COPIES 2 PRE AUTH WITH TIP YES PRINT COMPLETE YES PRINT VOID YES PRINT FORCED Q YES PRINT DECLI NED Q YES PRINT INTERVAL 10 DIAL CONFI GURATI ON PREFIX 99 DIAL TYPE Q TONE LINE DETECTI ON YES BAUD RATE amp 1200 PRE DIAL ENABLED amp YES PRI 18882041234 HOST RESPONSE TI MER 40 ETHERNET CONFI GURATI ON HOST TYPE custom HOST NAME PORT NUMBER
101. ot be uncovered easily for example different digits not ordered in any logic sequence If you forget the password call the Help Desk see page 9 Ethernet Configuration Standard To keep the displayed parameter unchanged just press OK without changing the current parameter value Follow these steps if your terminal is to connect to the host using the standard Ethernet connection to the Ingenico host See Dial Configuration on page 21 if the connection is dial Use the procedure in Ethernet Configuration Customized by Help Desk on page 22 only if the standard procedure below does not work for your site and only after receiving directions from the Help Desk DALE 1 At the idle screen press ADMIN The terminal may display the message TERMI NAL PRE AUTH PRE AUTH COMP NI TL ALI ZATION REQUI RED rather than the menu shown on the left FREFUND 2 Select OTHER ADMIN SELECT select OTHER REPORTS OTHER 3 Use to highlight TERMI NAL CONFG terminal configuration then press TERMINAL CONFG 4 Enter the password configurable see page 29 FCHANGE MGR PWDa Bel MM CONFIG SELECT 5 Select COMM COMM OTHER COMM br 6 Select ETHERNET The terminal displays the currently configured connection type DI AL DI AL ETHERNET You must perform an initialization after switching between DIAL and ETHERNET or vice versa See Terminal Initialization on page 27 ETHERNET SETUP
102. p List e Key Exchange e Terminal Totals e Terminal Configuration e Host Totals e Change Manager Password e Close Batch e Password Control e Transaction Inquiry e Lock Terminal e Pre authorization Inquiry e Training Mode e Close Batch Totals Inquiry e Backlight e Terminal Configuration List Lay Ifyou select DEFAULT all the options listed for the ALL option see above require password with the exception of e Backlight e Help List e Pre authorization Inquiry e e Pre authorization e Pre authorization completion e Forced post Lock Terminal You should lock the terminal when you leave it unattended SALE 1 At the idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND 5 Select OTHER ADMIN SELECT REPORTS OTHER ERMI NAL INIT 3 Use to highlight L OCK then press OK KEY EXCHANGE TERMINAL CONFG 4 Enter the password configurable see page 29 CHANGE MGR PWDa MM MM 5 locked idle screen is displayed Transactions and functions be accessed only CKED ENTER MANAGER after the password is entered See Unlock Terminal below to unlock the terminal PA SSWORD Unlock Terminal The terminal goes into the locked state due of any of these reasons 0120 07325 0103 29 Ingenico i5310 Payment Platform User Manual e terminal automatically locks itself when somebody enters the wrong password too many times In this case the terminal
103. pes the card see page 39 The customer presses OK to confirm the transaction amount The customer selects CHQ to pay from their chequing account or SAV EP to pay from their savings account The customer enters their PIN Asterisks are echoed The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSING The customer approved message is displayed The customer presses OK and passes the terminal back to you This screen is not displayed if there is an external pinpad see page 26 The terminal displays the response see page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Debit Refund Void BY THES COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 1000120 5 DEBI T CHEQUI NG DATE 2002 04 18 TI ME 10 08 33 01234567 901 0120 REFERENCE amp 9 0019010120 REFUND CORRECTION AMOUNT 10 00 TRANSACTI ON 01 APPROVED 025 COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST number if any
104. rable see page 29 Perform the credit card security swiped cards configurable see page 39 Enter the clerk ID 123 in the example configurable see page 25 Press OK leaving this prompt blank If you have not done it before swipe the card or enter the number manually see page 39 and perform the credit card security swiped cards configurable see page 39 Enter the transaction amount 10 00 in the example The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG andPROCESSI NG The terminal displays the response see page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Initial Credit Pre authorization BY THE COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 CREDI T VI SA DATE 2002 04 18 TI ME 10 08 33 RECPT 01234567 901 0120 PRE AUTH REF 9010120 PRE AUTHORIZATION AMOUNT Q 10 00 neo TRANSACTION APPROVED 0025 THANK YOU CARDHOLDER WILL PAY CARD ISSUER ABOVE TOTAL PURSUANT TO CARDHOLDER AGREEMENT CARDHOLDER SI GNATURE MERCHANT COPY COTTAGES OPEN YEAR ROUND TEL 705 987 6543 WWW BYTHELAKECOTTAGE COM 0120 07325 0103 Financial Transactions Merchant name and address GST
105. red see page 25 Screens displayed on the external pinpad are not exactly as shown here The customer presses OK to confirm the transaction amount The customer selects YES if they want to give a tip next step 11 or NO otherwise next step 14 The customer enters the tip amount 1 50 in the example The customer confirms the total and the tip amount The customer presses OK and passes the terminal back to you This screen is not displayed if there is an external pinpad see page 26 The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI NG The terminal displays the response see page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Credit Sale With Tip BY THE Mac COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 901 AUTH 678901 0000120 5 CREDIT VISA DATE 2002 04 18 TI ME 10 08 33 01234567 901 0120 PURCHASE AMOUNT TRANSACTI ON APPROVED 0025 THANK YOU CARDHOLDER WILL PAY CARD ISSUER ABOVE TOTAL PURSUANT TO CARDHOLDER AGREEMENT CARDHOLDER SI GNATURE MERCHANT COPY COTTAGES OPEN YEAR ROUND
106. ress OK and pass the terminal to the customer This screen is not displayed if there is an external pinpad see page 26 Screens displayed on the external pinpad are not exactly as shown here The customer swipes the card see page 39 The customer presses OK to confirm the transaction amount The customer selects CHQ to pay from their chequing account or SAV EP to pay from their savings account The customer enters their PIN Asterisks are echoed The terminal communicates with the host and displays DI ALI NG if connection is dial SENDI NG RECEI VI NG and PROCESSI The customer approved message is displayed The customer presses OK and passes the terminal back to you This screen is not displayed if there is an external pinpad see page 26 The terminal displays the response see page 40 and prints the receipt see below Press OK after detaching the receipt The terminal displays PRI NTI NG while it prints the next copies Detach them and press OK The terminal returns to the idle screen 0120 07325 0103 Debit Refund BY THE Mace COTTAGES 1001 CLEARWATER RD HUNTERSTOWN ONTARIO CANADA A1A 282 GST 1234567890 MER 98765432 TERM 01234567 CLERK 567 o 901 AUTH 678901 0000120 5 DEBI T CHEQUI NG DATE 2002 04 18 TI ME 10 08 33 01234567 901 0120 REFERENCE 0019010120 REFUND AMOUNT 10 00 TRANSACTI ON 01
107. rforming a pre authorization completion would release some memory space See page 27 for an explanation on the memory storage Message does not apply to your configuration Your configuration is debit only but you tried to select pre authorization a credit only transaction as the default transaction For debit only configurations only sale can be default The card number was typed in and an imprint of the embossed card number is needed together with the customer s signature on the receipt There is a problem with the Ethernet connection Verify if the Ethernet cable is plugged in correctly see instructions in Connections on page 13 0120 07325 0103 Issues and Solutions Message Possible Causes and Solutions TERMI NAL The terminal must be initialized with the host to receive new parameters e f your terminal is new you must perform the steps to configure a new terminal See Set up Steps on page 10 e already performed the terminal configuration see Terminal Initialization on INITIALIZATION REQUI RED a 1 VALID VALUES The backlight time value is out of the valid range Re enter the time period ARE FROM 10 TO 30 SECONDS VALID VALUES The time out entered is out of the valid range Re enter the time period ARE FROM 5 TO 90 SECONDS WRONG PASSWORD The wrong password was entered Carefully re type the password See also the PLEASE RE ENTER message LOCKED CALL HELP DESK ZERO AMOUNT This message is display
108. s 30 in the example The Ethernet setup menu is displayed Press CAN ANN to return to the idle screen The terminal tries the internet connection and displays this message if the connection is successful Press OK Press CAN ANN to return to the idle screen If the terminal is new continue following the steps in Set up Steps on page 10 above Other Configuration Parameters LE To keep the displayed parameter unchanged just press OK without changing the current parameter value Follow these steps to configure certain parameters not related to communication SALE PRE AUTH PRE AUTH COMP FREFUND CONFIG SELECT COMM OTHER TIP ENTRY NO YES NO CASHBACK NO YES NO CASHBACK LIMIT 20 00 CLERK ID NO YES NO 0120 07325 0103 1 At the idle screen press ADMIN The terminal may display the message TERMI NAL NI TI ALI ZATION REQUI RED rather than the menu shown on the left Select OTHER Select YES if your business environment requires tip entry or NO otherwise The terminal displays the current value NO Select the cashback option YES if your business environment allows for cashback as part of debit sale transactions next step 5 NO for no cashback next step 6 The terminal displays the current value NO bi Enter the maximum cashback amount You may press OK to keep the value displayed 20 00 in the example Entering a zero limit is the same as
109. selecting NO at step 4 Select YES if your business environment requires keeping track of financial transactions by staff member or clerk ID The clerk ID is entered at each financial transactions and is printed on receipts and certain reports Select NO not to control transactions by clerk ID Please skip this step 25 Ingenico i5310 Payment Platform User Manual CREDIT CRD CHECK ECHO CARD LAST 4 DIGITS FNO CHECK TAKE MPRI NT YES YES NO TERMI NAL DATE YYYYMMDD 20060219 TERMI NAL TI ME HHMM 1345 AP DE TCR T ONLY DEFAULT TRANS SALE SALE PRE AUTH LE always a sale MI NI MUM AMOUNT TO SURCHARGE 0 00 MAXI MUM AMOUNT TO SURCHARGE 0 00 EXTERNAL PI NPAD YES YES NO CONTRAST LEVEL 10 8 10 11 12 13 14 15 16 17 18 Use F and to highlight the desired type of credit card security and press OK The credit card security check is used to verify the card number when a credit card is swiped for sale forced post and pre authorization transactions The options are ECHO CARD 1 credit card number is displayed after the card swipe You compare the number read by the terminal with the number embossed on the card LAST 4 DI GI TS you enter the last 4 digits embossed on the card The terminal compares it with the number read from the card The error message DI GI TS DO NOT MATCH is displayed if they are not
110. sked with asterisks for security reasons Q Transaction date MMDD Transaction amount Batch number first digits followed by the transaction sequence number last 4 digits Q Transaction time HH MM Date and time the report was printed YYYY MM DD HH MM Q Batch number 0120 07325 0103 Business Functions Incomplete Pre authorization Inquiry The terminal has a pre authorization memory storage that keeps approved incomplete pre authorizations see note on page 27 for more These transactions can be listed using two options e All pre authorizations in the pre authorization storage e Pre authorizations for a specific date PRE AUTH PRE AUTH COMP FREFUND SAL E 1 Atthe idle screen press ADMIN ADMIN SELECT REPORTS OTHER Select REPORTS TERM TOTALS HOST TOTALS FCLOSE BATCH Use to highlight NCOMP PRE AUT pre authorization inquiry then press OK Enter the password configurable see page 29 PRE AUTH I NQUI RY Select ALL to print all the pre authorizations stored up to 400 next step 7 Select DATE to print pre authorizations for a specific date next step 6 ALL DATE nn Enter the date of the pre authorizations to be printed 20020226 in the example The terminal displays NTI NG while printing the report see below After printing is 20020226 done press CAN ANN to return to the idle screen Beware of the time and paper it
111. the same NO CHECK no security check is performed See also Security Check on Swiped Credit Cards on page 39 Select YES to display the take imprint warning message during manually entered credit sales forced posts and pre authorizations Select NO if the message is not to be displayed The terminal displays the current value Y ES See also Manual Entry of Credit Cards on page 39 Enter the current date to set the internal clock or press OK to keep the displayed date 20060219 in the example Enter the current time or press OK to keep the displayed time 1345 in the example The time is entered in a 24 hour format Select the desired combination of payment types The terminal highlights the current value DEBI T CREDI T This parameter establishes the tender types accepted by your business DEBI T CREDI T the terminal accepts debit and credit cards next step 13 DEBIT ONLY the terminal accepts debit cards next step 14 CREDI T ONLY the terminal accepts credit cards next step 13 Select SALE if you want a sale to be started when you swipe a card at the idle screen Select PRE AUTH if you want a pre authorization to be started when you swipe a credit card at the idle screen Since pre authorizations require a credit card if you swipe a debit card at the idle screen the transaction started is Enter the minimum amount to apply a sale surcharge Any debit sale below this value will not
112. tion Connections Connectors at the Back of the Base e 7 Rs32 2321 Power off the terminal before doing any change to the terminal connections To connect the optional external Pinpad if your configuration has one see External Pinpad on page 12 1 Plug one end of the Pinpad cable into the port RS232 1 Plug the other end into the Pinpad To connect the terminal for dial either dial configuration or Ethernet configuration with dial backup 2 Plug one end of the telephone cable into the port 4 Plug the other end to a wall telephone jack If you have the Ethernet configuration there is a Plug It module Plug attached to the bottom of your terminal In addition you were supplied with an Ethernet cable adaptor used for the Ethernet connection To connect the terminal for Ethernet communication 3 Plug one end of the Ethernet cable adaptor into the Ethernet port marked with a yellow band beside the RS232 1 Connect the other end of the Ethernet cable adaptor to a standard Ethernet cable Plug the other end of the standard Ethernet cable to a wall Ethernet jack To apply power to the terminal 4 Connect end of the terminal power cable to the power connector 4 on the base and the other end to the power supply see picture on the left E 5 Connect the other cable to the power supply and connect the twin pronged electrical plug to a wall electric socket to power
113. up the terminal When power is applied the terminal starts displaying the messages listed in Start up Messages on page 19 You must use the power supply that comes with the terminal Many power supplies appear similar and plug into the terminal unit but will not work properly causing erratic behaviour or damaging the terminal 0120 07325 0103 Ingenico i5310 Payment Platform User Manual Installing and Charging the Battery 17780 This chapter does not apply to your configuration Base Configuration i7780 This chapter does not apply to your configuration Assuring Signal Strength is Appropriate i7780 This chapter does not apply to your configuration Maintenance and Operating Conditions Always use the system components within the specified conditions Always use the correct supplies Misuse of the system components or the use of incorrect supplies may result in equipment damage You can perform the maintenance described below on site e Terminal Cleaning below e Paper Roll Replacement on page 15 For any other maintenance issue call the Help Desk on page 9 The terminal is specified to operate under these conditions e Temperature 5 to 40 degrees Celsius 40 to 104 Fahrenheit e Humidity 20 to 90 relative humidity with no condensation e Storage temperature 20 to 70 degrees Celsius 2 to 158 Fahrenheit Do not spill liquids on the system components Terminal Cleaning Power off the t
114. ur AVAILABLE current configuration Some of the possible reasons are e Ifthe terminal is not initialized with the host certain options are not available Perform an initialization See Terminal Initialization on page 27 e Ifthe terminal is in training mode and you attempt to perform a function not allowed in training If the printer is not configured and you attempt to select an option requiring printing See Printer and Receipt Configuration on page 31 HOST CONNECTION This message is displayed if the terminal cannot communicate to the host either FAILED Ethernet or using the dial backup Verify the Ethernet parameters If the problem e You swiped a debit card during a transaction that accepts only credit e You entered a debit card number manually e You made a mistake while typing in a credit card number Try re typing it e The credit card even though being a valid credit card is not accepted by your business INVALID CLERK ID Re enter the clerk ID Zero is not a valid clerk ID INVALID DA You typed in an invalid date Valid dates follow these rules e date is in the format YYYYMMDD e Theyearin the format 19 or 20XX e The month is from 01 to 12 day is a valid day Note that the terminal date and time are re synchronized with the host clock every time a transaction is performed INVALID ENTRY Verify the valid values for the information you are entering and re enter the correct informatio
115. y a pre authorization completion before its amount is added to the host totals 81 Ingenico i5310 Payment Platform User Manual Reprint Last Receipt or Report The reprint functionality is used e When receipt or report is not printed correctly during the first attempt printer short of paper jammed etc e If you need an additional copy for any other reason A reprinted receipt or report contains the message DUPLI CATE Other than this warning line the reprint is the same as the original Declined transactions can also be reprinted DALE 1 Atthe idle screen press ADMIN PRE AUTH PRE AUTH COMP FREFUND 2 2 REST 3 terminal displays PRI NG prints the receipt or report and returns to the idle REPORTS OTHER Screen Only receipts that have been printed can be reprinted e Ifthe printer was turned off during the original transaction you cannot reprint the receipt by turning the printer on and then attempting to perform a receipt reprint e Ifthe printer was out of paper during the original transaction then you can reprint it after you replace the paper roll 97 You can only reprint a report if the terminal connects to the host to print the report If you need an additional copy for a local report that is a report that does not need a host connection you just have to perform the report function again 82 0120 07325 0103 Issues and Solutions Frequently Asked
116. yed if forced transactions are supported Select YES if you want to print credit forced post transactions or NO if no receipt is required Select YES if you want to print credit declined transactions or NO if no receipt is required Enter the number of seconds from 0 to 20 that the terminal waits to print the next receipt copy the printing pause 10 seconds in the example This is the time you have to detach the receipt If you enter zero the terminal waits until you press OK before printing If you enter a number of seconds from 1 to 20 the terminal prints the next copy when you press OK or when the number of seconds has passed The admin other menu is displayed Press OK to return to the idle screen 0120 07325 0103 Configuration Date and Time Display SALE 1 PRE AUTH PRE AUTH COMP FREFUND n 2 Press 4 At the idle screen press ADMIN ADMIN SELECT REPORTS OTHER 2002 04 18 10 08 3 ABCD1234 The date and time are displayed on line 1 2002 04 18 10 08 in the example The time is displayed in a 24 hours format The terminal ID is displayed on line 3 ABCD1234 in the example Press CAN ANN to return to the idle screen or the terminal returns automatically after 10 seconds See page 26 if you need to update the terminal clock Terminal Configuration List SALE 1 PRE AUTH PRE AUTH COMP REFUND At the idle screen press ADMIN Select REPORTS ADMIN SELECT

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