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User Manual - Spire Payments

1. 0 47 Refund Inserting a Chip Card 50 Keyed Refund Customer Not Present cccceceeeeeeeeeeeeeees 52 Mail Order Refund Customer Not Present cee 54 VOI erare EEE E EE 56 WMS CWO INS soiien an eSEE EE ETE ESES 57 DE E E E ie caacenteateemnasind 58 4 Spire Payments Ltd 2012 se spire PAYMENTS DCC Salet es MO ecnin ia E EREE EET RS 61 DEG Sal O E 62 DEC FOCO E adeatpsnee neat ama atecstencais 66 DCC Pre AUuthorisation cccccccecccccccceeeeeseeseeeeeeeeeeeeeeeeeenaaas 68 DCC Completion of a DCC Pre Authorisation 06 71 DCC Keyed Sale Customer Not Present 00ccccccceeeeeeee eee 74 DEC Mal Order SAG seepia a et 78 Daa STING A E E E A 80 DCC MOTO Refund iinne jiii i 83 DCC Mail Order Refund serienr 84 ONO E E E E 86 TAX FREE Tan aCHON S carreres nr sE EENE 88 E LLE A E E E E 89 REDOT reee oiaro EE REE EE EE E EEEE 91 Reviewing transactions Reprinting a receipt ceeeeeeeeeees 92 Troubleshootnig sseriiiriiiiis ainia 94 ENO MOSA ES aeina a a EEA 94 Terminal Problems asserisson ai a aE E Eia 96 Communication PIODIGING ccscccsencsiccnaundecscrssieciontvaduadecazeucetedeh 99 PG NGG Ses access csr aaa 104 Appendix A Transaction R SPONS6S ccccceesseseeneeeeeeeeeees 104 Appendix B CVV2 responses from your Acquirer 105 Appendix C Terminal FUNCtIONS cccccccccceeessenseneeeeeeeeeees 106 Appendix D Set a PABX Cigit S ccccccccccce
2. The transaction will continue to print out the Merchant and Customer receipts in the same way as a normal Chip and PIN sale Example of a DCC Forced Transaction receipt The DCC Forced Transaction Receipt is similar to the non DCC receipt except as shown below Conversion details Transaction amount in foreign currency This text may vary de pending on Card type etc YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 DATE JAN 01 08 TIME 12 00 BATCH 123456 78 INVOICE 123456 URN 1AA23BBBB00 AUTH NO 123455 MASTERCARD OFFLINE 1234567812345678 ICC EXP 01 10 SALE AMT CONVERSION RATE COMMISSION EXCHANGE MARK UP 2 5 TRANSACTION CURRENCY CHF GRATUITYITIP in CHF TOTAL incl TIP CHF OFFLINE ENTERED Currency Conversion Provided by Elavon Merchant Services accept that have been offered a choice of currencies for payment accept the conversion rate amount amp that the final sdected transaction currency is SWISS FRANCS also accept that my choice of currency is fina Reference Rate Provided by U S Bancorp Wholesale Rate MERCHANT COPY Using your terminal Spire Payments Ltd 2012 67 DCC Pre Authorisation This transaction is particularly useful in a Hotel environment where the Pre Authorisation is performed when the guest checks in The final bill is estimated and the customer s account is checked for suff
3. Cash Transactions If the customer requests a Tax Free Certificate for a Cash transaction you can provide one using your terminal On your terminal select Main Menu gt New Trans gt NEXT gt TAX Free Key the Sale amount and press Enter The Tax Free Certificate will print What to do next You must sign the certificate under Retailer Declaration and hand it to the customer Reprinting a Tax Free Certificate If for example your paper roll runs out while printing a certificate you can reprint it Select Main Menu gt Reports gt Reprint gt TAX Free At the End of Day You should print and keep the End of Day Summary report This clears memory in the terminal for future transactions Select Main Menu gt Reports gt NEXT gt TAXFreeEOD See also Set Tax Free Form Number on page 106 88 Spire Payments Ltd 2012 Using your terminal spire PAYMENTS Settlement At the end of each business day the Settlement procedure must be performed on the terminal PLEASE NOTE The terminal will store transactions if it cannot connect to your Acquirer and you have entered an Authorisation Code obtained from the relevant Authorisation Centre See page 99 for troubleshooting communication problems PLEASE NOTE e If any transactions have been stored in the terminal a successful Settlement will force them through to your Acquirer s e If you do not complete this procedure funds will not be paid into your b
4. EXPIRATION DATE MMYY Step 4 Press the appropriate key for the presence or otherwise of the CVV2 code If you press key 1 you will be asked to enter the number see page 45 MASTERCARD CVV2 INDICATOR 0 Skip 1 Present 2 Illegal 9 Absent Step 3 Type in the REFUND AMOUNT in pence or cents in ROI and press IRS sent REFUND Enter AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI 84 Spire Payments Ltd 2012 Using your terminal The terminal will display the Sale Amount in the customer s Home currency CUSTOMER TO CONFIRM SWISS FRANCS CHF 16 99 PRINT RATE Press PRINT RATE to print a document showing the REFUND amount in both currencies RATE OF DAY YOUR BUSINESS NAME Tear off this document and hand YOURTOWN it to your customer and ask YOUR HEADER MESSAGE which currency to continue the j I MERCHANT ID 123456789 transaction with coroner Biroa If the customer wishes to a ore ra proceed in your local currency on 080409 GB Pounds in this example then press No A screen is then displayed in which you confirm that choice press YES the sid naiona transaction will complete as in SE the non DCC case see page 54 or reconsider press CONVERT and the conversion is re offered Transaction Conversion If the customer wishes to proceed using his Home currency Swiss Francs in this example then press Yes T
5. Spire Payments Ltd 2012 107 vu SDIWC Step 4 Highlight Set Modem Conf Terminal Settings and press Enter on the keypad O 1 SetTerminal Name Q 3 Set Bluetooth Conf O 4 Set Time Date Step 5 Highlight Set PABX and press Set Modem Configuration Enter on the keypad 1 Set DTMF Tone Duration 2 Set Hold Time Wait 3 Set Pause Wait Time number varies depending on O A Set PABX terminal model Use the left side Navigation Buttons to scroll down if needed PLEASE NOTE The option Step 6 Set PABX Highlight Set PABX Bypass O 1 Set PABX Code and press Enter on the keypad 2 Set PABX Bypass Step 7 By default PABX bypass is set to Set PABX Bypass Qn 1 Off To remove the bypass and activate the 9 prefix digit ensure Off is highlighted and press O Enter on the keypad The screen will return to the Set PABX menu 108 Spire Payments Ltd 2012 Appendices spire Returning to the Desktop Step 1 To exit the Set PABX menu SETILE REPORTS press the white HOME button m on the keypad Step 2 If any settings were changed ME E Ee you will be asked if you want to Save Changes save changes Press Enter on the keypad to select Yes O Yes O No Step 3 The screen will return to the Maintenance Maintenance menu Press O 1 Deployment Config Cancel on the keypad to return A 2 App Maintenance to the Desktop 3 Terminal Mainten
6. amp expiry date Signifies ICC Card used Transaction amounts Cardholder Name Merchant copy of receipt Card Number truncated for security Payment method ICC Chip Card used SWIPED Card was swiped KEYED Keyed entry Customer s copy of receipt spire PAYMENTS MERCHANT COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TES TERMINAL ID 02355760 DATE JAN 0i 09 TIME 1200 BATCH 12356 76 INVOICE 123456 URN TAANEBBE0O AUTHNO 12356 MASTERCARD AID A1234557600123 1234567812345678 ICC EXP iri SALE AMOUNT GRATUITYITIP In TOTAL ind TIF MR R JOMES VERIFIED BY PIN agree to pay the above final amount according to the cardimerchant Issuer Agreement MERCHANT COPY TE EEEE Onn CUSTOMER S COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 DATE JAN 01 09 TIME 12 00 BATCH 123456 78 INVOICE 123456 URN 1AAZ3BBBB00 AUTH NO 123456 MASTERCARD SALE AID A1234567890123 anaanenenane T i ICC EXP 01 10 VERIFIED BY PIN agree to pay the above final amount according to the card merchant Issuer Agreement CUSTOMER COPY 7TC 00000000000000 Using your terminal Spire Payments Ltd 2012 37 2 Spire PAYMENTS Forced Sale after a Referral call If during a Sale transaction the terminal instructs you to call the Authorisation Centre for authorisation then the transaction in progres
7. Elavon icon to return to the idle screen Or If the screen shows SEE INSTALL GUIDE follow the initial download procedure on page 20 or on your Installation Instructions 112 Spire Payments Ltd 2012 Appendices lt 2 spire Appendix F Bluetooth configuration AP100 dial Step 1 If your terminal is showing the idle screen press the white SETTLE REPORTS HOME button on the keypad to return to the Desktop When the terminal is showing the Desktop press the blue FUNCTION button on the keypad to run the Application Manager Step 2 Ensure Deployment Config Is Maintenance highlighted and press Enter on O 1 Deployment Config the keypad QO 2 App Maintenance 3 Terminal Maintenance PLEASE NOTE If its not 4 Utility Functions highlighted use the Navigation Buttons to change the selection Step 3 Highlight Bluetooth Config Deployment Config and press Enter on the keypad t 1 Teminal Config 3 Configure Hosts O 4 Download Now Step 4 Highlight Modem and press Enter on the keypad Please turn over to continue Appendices Spire Payments Ltd 2012 113 2 Spire PAYMENTS Step 5 Ensure Yes Is highlighted and KALKUN press Enter on the keypad Start Pairing with BT Gate O rs Ono Step 6 When the display shows OK BT Pairing Status and the module address press Checking BT module at 115200 Enter on the keypad Bps
8. Step 1 You can start a Chip and PIN sale transaction in one of two ways e Press SALE on the idle screen and insert a Chip Card into the terminal s Chip Card reader or into the optional PIN Pad e Insert the Chip Card straight into the terminal s Chip Card reader or into the optional PIN Pad SMART CARD SELECTING MasterCard The terminal will read the chip on the card and display the card type Step 2 Type in the SALE AMOUNT in pence or cents in ROI and press Enter MASTERCARD SALE AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE f you make a mistake you may clear the whole value to zero press the Clear button on the keypad Step 3 Type in the CASH AMOUNT in a similar manner to above MASTERCARD CASH AMOUNT 32 Spire Payments Ltd 2012 Using your terminal se spire Step 4 Confirm the Total amount by pressing the button corresponding to YES or ENTER MASTERCARD Cash 10 00 TOTAL 20 00 CORRECT no mm ves Press the NO button or CLEAR to re enter the amounts Step 5 The customer must type in their PIN Personal Identification TOTAL Number on the terminal keypad ENTER PIN or the optional PIN Pad After the PIN has been typed in the customer should press Enter The terminal then completes the transaction as described for the simple SALE transaction described earli
9. The Access Point then connects to Spire and your Acquirers using a dial or IP Ethernet connection Each M4240 can communicate to one Access Point only and each Access Point is set up to communicate with one terminal only If you have more than one M4240 terminal you will be provided with and will need to use a separate Access Point for each terminal Please keep the following guidelines in mind when choosing a location for the Access Point e Select a location near a power outlet e Select a location near a telephone connection if you are installing the AP100 dial Access Point or near an Ethernet connection if you are installing the AP110 Ethernet Access Point e For best Bluetooth wireless range minimise obstructions by positioning the Access Point where it is in line of sight to where the handset will be used Position on wall using fixing screws provided for optimum Bluetooth coverage 14 Spire Payments Ltd 2012 Communications information spire PAYMENTS Hardware installation Cable connections Cable connections vary depending on your terminal model and accessories For specific instructions please follow the Installation Instructions included in the box with your terminal Paper roll installation Your terminal uses thermal paper rolls to print receipts PLEASE NOTE This paper will only print on one side Only use Spire approved thermal paper rolls Step 1 With your fingers pinch the Printer Cover cli
10. The terminal may now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response If the transaction is approved the terminal will display APPROVAL and the terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses Step 3 Remove the card and the Merchant Copy of the receipt Step 4 Press Enter to confirm The terminal will print the Customer Copy of the receipt Press Enter to return to the idle screen 56 Spire Payments Ltd 2012 Using your terminal DCC TRANSACTIONS These pages are applicable if your terminal is configured for DCC Dynamic Currency Conversion Please refer to page 28 for a general description of the DCC process The following pages which are marked with a black edge describe the transactions which will occur if your customer uses a payment card which is eligible for DCC Dynamic Currency Conversion You will generally not be aware if your customer s payment card is eligible for DCC and therefore your terminal will make that decision for you It will then automatically guide you through a normal non DCC or a DCC transaction Using your terminal Spire Payments Ltd 2012 57 DCC Sale Step 1 You can start a Chip and PIN sale transaction in one of two ways e Press SALE on the idle screen and insert a Chip Card into the terminal s Chip Card reader or
11. g ee APTO 12 Spire Payments Ltd 2012 Understanding your equipment spire PAYMENTS Communications information Dial T4210 T4220 T4230 All desktop models have a dial connection blue LINE port or dial backup the M4230 can use dial backup if used with a suitable docking station In the event of IP failure or GPRS signal loss terminals with dial backup will automatically revert to dial if connected to a telephone line e These connections are designed for use on analogue telephone lines e Using double adaptors extension cables and or telephone cables not supplied by Spire may cause communication problems e Installing the terminal on a line using a 3rd party call service may cause communication problems e If your line requires a prefix number to dial externally the terminal will need to be configured to dial this See Appendix D on page 107 Broadband If connecting the terminal to a broadband line ensure the line is fitted with a DSL filter usually provided by your ISP on every socket on that line Ensure the terminal is connected to the Modem telephone port of a DSL filter not the ADSL port PLEASE NOTE Incorrect installation may cause communication problems For assistance please call the helpdesk IP Ethernet T4220 and M4240 only The T4220 and M4240 terminals can connect over IP using an Ethernet cable The T4220 connection is on the back of the terminal white NET port The M4240 connectio
12. the Settlement procedure please contact your Acquirer or the helpdesk 90 Spire Payments Ltd 2012 spire PAYMENTS Reports There are a number of different reports that can be produced by the terminal each with a different purpose To access the reports menu ensure the idle screen is m displayed and press the REPORTS button on the keypad The terminal will display the Reports menu The reports available will depend on the configuration of your terminal and you can access continuation or previous menu screens by pressing the Next or Back arrows Audit Performing an Audit on the terminal will print out a report of each transaction that has been put through the terminal since the last Settlement This can be used in the unlikely event of a Settlement error to allow you to check transactions in the terminal s Batch against the Merchant Copy of your receipts Note Card numbers will be truncated to the last 4 digits A similar report with full card numbers is available using the Supervisor menu available from the Main Menu Contact the Helpdesk for more information Summary Performing a Summary on the terminal will print out a report of the amount and totals of each type of transaction performed for each Acquirer Using your terminal Spire Payments Ltd 2012 91 sez SDIe Server This option permits a Detailed or Summary report on the transactions by Server since the last Settleme
13. ways e Press SALE on the idle screen and insert a Chip Card into the terminal s Chip Card reader or into the optional PIN Pad e Insert the Chip Card straight into the terminal s Chip Card reader or into the optional PIN Pad SMART CARD SELECTING MasterCard The terminal will read the chip on the card and display the card type MASTERCARD Step 2 Type in the SALE AMOUNT in SALE AMOUNT pence or cents in ROI and press Enter Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE If you make a mistake you may clear the whole value to zero press the Clear button on the keypad If the terminal determines that the payment card is eligible for DCC it will then proceed as follows otherwise it will proceed as a non DCC Sale see page 35 Step 3 62 Spire Payments Ltd 2012 Using your terminal The terminal will display the Sale Amount in the customer s Home currency Press PRINT RATE to print a document showing the SALE amount in both currencies Tear off this document and hand it to your customer and ask which currency to continue the transaction with If the customer wishes to proceed in your local currency GB Pounds in this example then press No A screen is then displayed in which you confirm that choice press YES the transaction will complete as in the non DCC case see page 36 or reconsider press CONVERT and the conversion is re off
14. your Acquirer See Appendix A on page 104 for common transaction responses If the terminal fails to connect check the following in this order The terminal may be out of the Bluetooth range of the Access Point If possible move the terminal closer to the Access Point Check that the Access Point is turned on plugged in the green light on top of the Access Point will be illuminated if it is getting power Ensure the supplied telephone cable is connected to the blue LINE port on the Access Point and to a working telephone wall socket Test the line by connecting an analogue telephone to the phone line that the terminal is using Make sure there is a normal dial tone The terminal may not be properly configured to the Access Point See Appendix F on page 113 for information on how to configure your terminal and Access Point 102 Spire Payments Ltd 2012 Troubleshootine spire PAYMENTS M4240 Bluetooth and IP Ethernet The normal sequence of messages displayed during a transaction using a Bluetooth and IP Ethernet connection is DIALING NOW CONNECTING APPROVAL XXXXXX CONNECTING This message indicates that the terminal has connected successfully In this case the following response displayed will be from your Acquirer See Appendix A on page 104 for common transaction responses If the terminal fails to connect check the following in this order The terminal may be out of the Bl
15. Agreement CUSTOMER COPY T 00000000000000 Spire Payments Ltd 2012 Using your terminal spire PAYMENTS Sale Tip Inserting a Chip Card This is much the same as a regular sale transaction with the added ability of including a tip on top of the transaction amount PLEASE NOTE This is a service that must be requested from your Acquirer When activated tipping will be set by default for all sale transactions Step 1 You can start a Chip and PIN sale transaction in one of two ways e Press SALE on the idle screen and insert a Chip Card into the terminal s Chip Card reader or into the optional PIN Pad e Insert the Chip Card straight into the terminal s Chip Card reader or into the optional PIN Pad SMART CARD SELECTING MasterCard The terminal will read the chip on the card and display the card type Step 2 MASTERCARD Type in the SALE AMOUNT in pence or cents in ROI and press Enter SALE AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE f you make a mistake you may clear the whole value to zero press the Clear button on the keypad Step 3 i MASTERCARD Next hand the terminal to the customer and let them choose if ENTER TIP AMOUNT they wish to enter a tip Please turn over to continue Using your terminal Spire Payments Ltd 2012 35 2 Spire PAYMENTS If the customer chooses YES Enter h
16. a tien cee heed E ceeeeasocoe ae uk 13 Iia E A A E O T 13 GPR S erositeni a o ri a ir aiig 14 PUE e en nenene ame nnTY etme nee emntTY i nen en wee e reer ert 14 Hardware installation ccccccssssssseeeesseesseeeeeeeeeenenees 15 Cable connections scsicsenacsounionasnataanaiscutnaabhrsnedeanbavanteuabnnanaeied e 15 Paper roll installation iuincdocivieevcd cnitaecneitiendastsien weaitancailedesmecvoduiebians 15 Battery installation ccceccccceccccccecceeeeeeseeeneeeeeeeeeeeeeeeaaaas 16 Banery Nargin aretoei ninnisi nN eeii 17 SO TW AS Se UDs E 18 Downloading SOTWANE sscarssrosuriseiaiiericsnienitsnnei ii 20 Using your terminal assssssssnsnsnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnna 21 IAE STEENS seris e E ETE ER 21 Taning MOdE rusarii iane e i E AE 23 TIS SOTIONS E E E 25 Tan acion yp aeea E dusecaeanadatuel 25 Methods of performing transactions 25 Dynamic Currency Conversion DCC 28 Sale Inserting a Chip Card cccccccccccceseseeesetseceeeeeeeeeeeanenes 29 Sale Cashback Inserting a Chip Card cee 32 Sale Tip Inserting a Chip Card cccccccecseseeccceceeeeeeeeeeeees 35 Forced Sale after a Referral Call 0 0 ccccccceccceeseeeeeteeeeeeeeeeees 38 Pre Authorisation after a Referral call 39 Completion of a Pre Authorisation cccceeeccceeeeeeeeeeeeeees 41 Keyed Sale Customer Not Present c cccceeccccceeeeeeeeeeees 44 Mail Order Sale Keyed Customer Not Present
17. disabled Press Yes or No as appropriate SIGN OFF The terminal will then display TRANSACTION ACCEPTED Press Enter to return to the Enter Server Number screen Other Functions Available From the Server Menu View Displays all currently enabled Servers Clear Disables ALL servers Report Prints all currently enabled Servers Server Actions During a Transaction When Servers is enabled on a terminal then after the payment card has been inserted swiped or typed the Enter Server Number screen will be displayed MASTERCARD ENTER SERVER NUMBER Type your Server Number and press Enter to proceed with the transaction The Server Number will appear on the printed transaction receipts Spire Payments Ltd 2012 87 2 Spire PAYMENTS Tax Free Transactions Customers normally residing outside the E U may purchase items from you in cash or by card and request a form which they present to customs when they export the goods from the E U Provided that the transaction is above a predetermined minimum value then your terminal will print the form Customers can then reclaim most of the VAT that they pay for their goods Card Transactions At the end of a normal transaction if a card is detected by the terminal as being from outside the E U and if the value is above the prescribed minimum the terminal will prompt Proceed TAX FREE If you answer YES the Tax Free Certificate will print
18. into the optional PIN Pad e Insert the Chip Card straight into the terminal s Chip Card reader or into the optional PIN Pad SMART CARD SELECTING MasterCard The terminal will read the chip on the card and display the card type Step 2 Type in the SALE AMOUNT in pence or cents in ROI and press EMRE TET Enter SALE AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE If you make a mistake you may clear the whole value to zero press the Clear button on the keypad If the terminal determines that the payment card is eligible for DCC it will then proceed as follows otherwise it will proceed as a non DCC Sale see page 29 Step 3 The terminal will display the Sale Amount in the customer s Home currency Press PRINT RATE to print a document showing the SALE amount in both currencies CUSTOMER TO CONFIRM SWISS FRANCS CHF 16 99 PRINT RATE 58 Spire Payments Ltd 2012 Using your terminal Tear off this document and hand it to your customer and ask which currency to continue the transaction with RATE OF DAY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE If the customer wishes to proceed in your local currency MERCHANT ID 12345679 GB Pounds in this example aa is then press No A screen is then Todus oxhenpo lub ior displayed in which you confirm S that choice press YES the 1 699101 transaction will complete a
19. page 106 for information about terminal functions M4230 amp M4240 only To turn the terminal on or off hold down the function button for 8 seconds Paper Feed Feeds the paper by 1 cm when on the idle screen Enter Press to accept on screen options or prompts Clear Deletes editable information on the screen and can be used instead of pressing NO to on screen options or prompts Cancel Terminates current action and returns to the idle screen See page 18 for information about the Desktop screen See page 21 for information about the idle screen 10 Spire Payments Ltd 2012 Understanding your equipment se spire PAYMENTS Battery M4230 amp M4240 only If you have a mobile terminal it will come fitted with a removable rechargeable Li lon battery module See page 16 for information on battery installation and charging Guarantee e Please note that the battery is excluded from the warranty and is guaranteed for 1 year e Battery performance will degrade over time and you may eventually need to purchase a new one Safety information e The battery pack contains Li lon polymer which can explode if not properly replaced handled or disposed of e Return spent or faulty batteries to Spire for correct disposal e Use only batteries recommended by Spire as a replacement PLEASE NOTE for more information call the helpdesk Charging Dock M4230 amp M4240 only Mobile terminals depending on you
20. permission of Spire Payments Limited PLEASE NOTE Spire Payments Limited reserves the right to make changes to specifications at any time and without notice The information furnished by Spire Payments Limited in this publication is accurate at the time of print however no responsibility is assumed by Spire Payments Limited for its use No licence is granted under any patents or patent rights owned by Spire Payments Limited 2 Spire Payments Ltd 2012 spire PAYMENTS Additional services available for your terminal Card types As well as credit and debit cards your terminal has the ability to accept other card types including American Express and JCB For further details please contact your Acquirer Cashback Tippine Your terminal can be configured to offer a Cashback or Tipping service Please contact your Acquirer for further details See pages 32 and 35 for more information Mobile phone Top Up Your terminal can be updated to include a Mobile Phone Top Up application which offers your customers a valuable service and generates revenue for your business Please contact your Acquirer for further details Spire Payments Ltd 2012 3 2 Spire PAYMENTS Table of Contents Important information ccccceeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee 6 Understanding your equipment ssssssssnssnnnnnnnnnnnnnnnne 8 Communications information ccccccceeseseeeeeeeeeeeeeeees 13 Dial ec ince toe E ce
21. the receipt and display the Approval Code Step 7 Tear off the Customer Copy and press Enter to return to the idle screen 48 Spire Payments Ltd 2012 Using your terminal se spire PAYMENTS Example of a Mail Order Sale receipt MERCHANT COPY Merchant s Name Address amp YOUR BUSINESS NAME as YOURTOWN ge YOUR HEADER MESSAGE Merchant ID E MERCHANT ID presini e TERMINAL ID 0167 ESD Date amp Time r DATE JAN 01 0 TIME 12 00 BATCH 125 78 INVOICE 15 Auth Code URN act AUTH NG 123456 Card Type MASTERCARD SALE aeee Transaction Type 1234567817345678 Card Number full EXP 01 10 amp expiry date Transaction amount TOTAL 10 00 CUSTOMER NOT PRESENT MERCHANT COPY CUSTOMER S COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TAAT TERMINAL ID maea DATE JAN M 09 TIME 12 00 BATCH 124547 INVOICE 12355 URN 1AA2BB6B500 AUTH NO 12355 MASTERCARD SALE Card Number truncated CEELI LLLLI 5678 for security TOTAL 10 00 CUSTOMER NOT PRESENT CUSTOMER COPY Using your terminal Spire Payments Ltd 2012 49 2 Spire PAYMENTS Refund Inserting a Chip Card Step 1 SWIPE INSERT CARD Choose REFUND from the Idle SALE REFUND screen a VOID BATCH Step 2 Insert the customer s Chip Card into the terminal s Chip Card reader or into the optional PIN Pad SWIPE INSERT CARD Step 3 Type in the REFUND AMOUNT in pence or cents in ROI and press
22. the receipt which you will be asked to verify PLEASE NOTE Signature verification is not as secure as Chip and PIN and you may incur charge backs from your Acquirer if you use it Swiping cards All Chip Cards feature a magnetic strip on the back If your terminal cannot read the chip when it is inserted you may be given the option to swipe the card and enter the last 4 digits of the card number If a Chip Card is swiped at the beginning of the transaction the terminal will prompt to insert it How to swipe a card Swipe the card with the magnetic strip facing down and towards the terminal Swipe the card quickly in either direction 26 Spire Payments Ltd 2012 Using your terminal spire PAYMENTS Typing in card numbers Customer present If the terminal cannot read the chip or the magnetic strip on the card you can type in the long number on the front of the card If you select YES Enter when the terminal asks if the customer D is present you will be asked to Memme serve type in the 3 digit CVV2 code prha on the back of the card and Saan EY ww samet the terminal will ask for the customer to sign the Merchant Copy of the receipt PLEASE NOTE Signature verification is not as secure as Chip and PIN and you may incur charge backs from your Acquirer if you use it Customer NOT present If the customer is not present e g a mail order customer you can also type in the long number on the fron
23. then ee displayed in which you confirm smelt maaan aie that choice press YES the sessile transaction will complete as in 1 699101 the non DCC case see page 44 or reconsider press CONVERT Transaction Conversion and the conversion is re offered Local Currency Amt GBP s CONVERSION RATE If the customer wishes to Converted amount CHF proceed using his Home currency Swiss Francs in this example then press Yes The remainder of the screens which ask for information may be present if the configuration of your terminal demands it Step 6 Type in the 3 digit CVV2 code WNI security code on the back of the card and press Enter CVV2 FROM CARD x T cvv The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems After the terminal connects it BUS siete will display the response from DATA MATCHED your Acquirer CAPTURE TRANSACTION wes Using your terminal Spire Payments Ltd 2012 75 Step 7 Now you must decide if you are happy to continue with the transaction in light of the response displayed If you press NO Clear the terminal will print out the Reversal Copy of the receipt and connect to your Acquirer to reverse the transaction If successful the terminal will display REVERSAL ACCEPTED Press Enter to return to the idle screen If you press YES Enter the Approval Code will be displayed and the termina
24. 2 Spire PAYMENTS Elavon User Manual T M4200 Family p spie PAYMENTS Accessories available S9 PCI PIN Pad Available for T4200 only D4200 Charging Dock Available for M4200 only Li lon Battery Module M4200 devices only Privacy Shield Ethernet cable 3m Ethernet cables are available for connecting your T4220 or M4240 with AP110 Access Point terminal to an Ethernet connection To find out more information about these accessories and how to purchase them please contact the helpdesk Spire Payments Ltd 2012 Introduction spire PAYMENTS Thank you for choosing your new Spire terminal which combines cutting edge looks a small footprint and the ability to perform faster and easier transactions than ever before Please take a moment to read through this guide which contains important information you will need in order to install and use your new terminal T M4200 family models The T4210 T4220 and T4230 countertop terminals are designed to sit on a desk counter and are powered by the supplied mains cable T4220 T4230 Power supply Communication method Power supply Communication method Power supply Communication method Mains cable Dial Mains cable IP with dial backup Mains cable Wireless GPRS with dial backup The M4230 and M4240 mobile terminals are designed to be portable and are powered by a battery with wireless communications These termina
25. 56789 TERMINAL ID 01234567890 DATE JAN 01 09 TIME BATCH 123456 78 INVOICE URN 1AA23BBBB00 AUTH NO MASTERCARD COMPLETION 1234567812345678 EXP 01 10 SALE AMOUNT AUTH NO 654321 020109 PREVIOUS AUTHS 123456 01 0109 agree to pay the above final amount according to the card merchant Issuer agreement MERCHANT COPY CUSTOMER S COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TEATS TERMINAL ID OTST ESO DATE JAN 0i 08 TIME 1200 BATCH 12356 76 INVOICE 123456 URN TAAZSBBEBOO AUTHNO 123456 MASTERCARD COMPLETION reer eee ee ee SALE AMOUNT AUTH NO 624 pamo PREVIOUS AUTHS 173456 oah agree to pay the above final amount according to the cardimerchant lesuer agrement CUSTOMER COPY Spire Payments Ltd 2012 43 PAYMENTS a spire Keyed Sale Customer Not Present This method is used for taking transactions when the customer is not next to the terminal with their card for example a telephoned order Step 1 Press SALE and carefully type in the long number on the front of the card As you type you will notice that the message changes from SWIPE INSERT CARD to ENTER CARD NUMBER and the number begins to appear in the box on the screen Once the number has been typed in correctly press Enter ENTER CARD NUMBER Step 2 Type in the EXPIRATION DATE in the format shown and press Enter MASTERCARD EXPIRATION DATE MMY
26. All models If you are connecting your terminal to a telephone line that requires a prefix PABX digit s to be dialled in order to get an outside line then the terminal must be configured with this setting To edit the prefix PABX setting see Appendix D on page 107 DHCP settings T4220 and M4240 only Most network servers assign IP Addresses automatically DHCP but certain networks require the use of Static IP Addresses If your network requires this please call the helpdesk Power saving settings M4230 and M4240 only By default the M4230 and M4240 feature power saving settings that turn off the LCD backlight after 90 seconds of inactivity and power the terminal off after 60 minutes of inactivity To adjust these settings see Appendix E on page 110 Bluetooth configuration M4240 only In order for your terminal and Access Point to communicate with each other they must be configured to recognise each other Initially your terminal and Access Point will be pre configured However if your terminal or Access Point is replaced or changed you must follow the configuration process PLEASE NOTE Refer to your Access Point installation instructions to ensure that the terminal and Access Point are ready for configuration The configuration procedure varies depending on which model of Access Point you have AP 100 dial Access Point go to Appendix F on page 773 AP110 Ethernet Access Point go to Appendix G on pa
27. D Keyed entry Customer s copy of receipt 5 spire PAYMENTS MERCHANT COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 DATE JAN 01 09 TIME 1200 BATCH 123456 78 INVOICE 123456 URN 1AA23BBBB00 AUTH NO 123456 MASTERCARD AID A1234567890123 1234567812345678 ICC SALE AMOUNT MR R JONES VERIFIED BY PIN agree to pay the above final amount according to the cardimerchant Issuer Agreement MERCHANT COPY T 100000000000000 CUSTOMER S COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 DATE JAN 01 09 TIME 1200 BATCH 123456 78 INVOICE 123456 URN 1AA23BBBB00 AUTH NO 123456 MASTERCARD SALE AID A1234567890123 iiia ere ICC EXP 01 10 SALE AMOUNT MR R JONES VERIFIED BY PIN agree to pay the above final amount according to the cardimerchant Issuer Agreement CUSTOMER COPY T 100000000000000 Using your terminal Spire Payments Ltd 2012 31 2 Spire PAYMENTS Sale Cashback Inserting a Chip Card This is similar to a regular sale transaction and if enabled replaces the simple SALE transaction described previously It has the added ability of putting in an extra amount which is then given to the customer as Cashback PLEASE NOTE This is a service that must be requested from your Acquirer Cashback is only allowed on Debit Cards not Credit Cards
28. D ETS TERMINAL ID M5r DATE JAN 0 0 TIME 1200 BATCH 12556 78 INVOICE 123456 URN T1AASBEBB00 AUTHNO 12H55 MASTERCARD PRE AUTH 1234567812345678 EXP 01 10 Make sure you keep this TOTAL receipt in a safe place as you will need to refer to the Host Ref No when you perform a Completion transaction Host Ref No FUNDS RELATED TO THIS TRANSACTION WILL NOT BE DEBITED FROM THE CARDHOLDER ACCOUNT UNTIL COMPLETION OF SALE MERCHANT COPY Press Enter to return to the Idle screen 40 Spire Payments Ltd 2012 spire PAYMENTS Completion of a pre authorisation This transaction is designed to complete the transaction initiated by a Pre Authorisation see page 39 Step 1 Press Main menu then New trans and then Completion to select the transaction You may need to press Next on the New Trans menu to see the choice Step 2 Swipe or Insert the payment card in the normal manner Step 3 Key the final amount in pence Wdsrilaiaa or cents in ROI and press Enter FINAL AMT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE If you make a mistake you may clear the whole value to zero press the Clear button on the keypad Step 4 Refer to the receipt for the Pre Authorisation and note the Host Ref No printed near the bottom Key this Host Ref No and press Enter MASTERCARD ENTER HOST REF NO id The terminal will now attempt to conn
29. Enter AMOUNT MASTERCARD REFUND Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI The terminal may now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response If the transaction is approved the terminal will display APPROVAL APPROVAL and the terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses Step 4 Remove the card and the Merchant Copy of the receipt Step 5 Press Enter to confirm The terminal will print the Customer Copy of the receipt Press Enter to return to the idle screen 50 Spire Payments Ltd 2012 Using your terminal Example of a Refund receipt Merchant s Name Address amp Message Merchant ID Terminal ID Date amp Time Batch amp Invoice Nos Card Type Transaction Type Card Number full amp expiry date Transaction amount Card Number truncated for security spire MERCHANT COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TAT TERMINAL ID 0123567800 DATE JAN M 06 TIME 1200 BATCH 12356 78 INVOICE 123458 URN 1AA2 BB8800 MASTERCARD REFUND 1234567812345678 EXP 01 10 TOTAL E 10 00 MERCHANT COPY CUSTOMER S COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TERMINAL ID DATE JAN 01 09 BATCH 1245 78 URN 1AA3BBBB00 MASTERCARD TAAT
30. If the screen shows SEE INSTALL GUIDE follow the initial download procedure on page 20 or on your Installation Instructions 120 Spire Payments Ltd 2012 Appendices spire PAYMENTS Glossary Terminal operation Merchant Number A 7 16 digit number assigned by your Acquirer to each merchant PIN Personal Identification Number This is usually a 4 digit number entered at the point of sale to validate the cardholder AVS Address Verification System The security method used for Customer Not Present transactions to help reduce fraud This method confirms the house number and numbers from the post code of the card s registered address CVV2 Card Security Code also known as CVV CV2 CVC CVVC and CSC This is usually used for Customer Not Present transactions to reduce fraud The CVV2 code is a 3 digit number usually found on the reverse of a credit or debit card Cashback A value add service which allows you to debit a customers debit card and hand over the equivalent value in cash Batch The store of transaction totals in the terminal Settlement The procedure whereby the terminal checks the totals it has stored in its Batch with the totals stored at your Acquirer Glossary Spire Payments Ltd 2012 121 2 Spire PAYMENTS Communications Dial backup The ability of a terminal to revert to the dial mode of communication in the event of an IP Ethernet connection being unavailable PABX P
31. OK Addr is 000000000000 Press ENTER key to continue Step 7 When the display shows OK JEUNE and the router address press Checking Router Address OK Enter on the keypad to start the Address is 000000000000 pairing process Press ENTER key to start the pairing process PLEASE NOTE If this step fails see note at the bottom of the page Step 8 When the display shows PAIRING COMPLETED press Enter on the keypad BT Pairing Status Please wait PAIRING COMPLETED Press ENTER key to continue PLEASE NOTE If the display shows Router Module Detect Failed or PAIRING FAILED press Enter Power off the Access Point and power it back on again Ensure the terminal is connected to the Access Point with the provided serial cable using the SERIAL ports Go back to Step 5 to re try the pairing process 114 Spire Payments Ltd 2012 Appendices a2 Spire Step 9 Check that the bottom line of text shows BT Gate V90 oc I Gen a Country Code B4 Start BT Gate Setup If so press Enter on the keypad o Yes O No be 57 in Eire PLEASE NOTE If not highlight No and press Enter on the keypad Call the helpdesk for further assistance Step 10 The terminal will upload its settings to the Access Point The Access Point will then beep 3 times Setting Bluetooth Gate Setting Router Please Wait Step 11 Highlight No and press Enter on the key
32. OOS home currency or the currency pepe local to where he is making the pu rchase Transaction Conversion Local Curr Amt GBP As exchange rates may vary a in from day to day a new list of Converted amount CHF available exchange rates is downloaded from the acquiring bank to the terminal after the first transaction of each day As asecurity measure the bank will check the exchange rate being used by the terminal during the authorisation process and will advise if a problem exists For clarity purposes DCC transactions are described separately in this user manual see pages 57 to 85 28 Spire Payments Ltd 2012 se spire PAYMENTS Sale Inserting a Chip Card Step 1 You can start a Chip and PIN sale transaction in one of two ways e Press SALE on the idle screen and insert a Chip Card into the terminal s Chip Card reader or into the optional PIN Pad e Insert the Chip Card straight into the terminal s Chip Card reader or into the optional PIN Pad SMART CARD SELECTING MasterCard The terminal will read the chip on the card and display the card type Step 2 Type in the SALE AMOUNT in ERN pence or cents in ROI and press Enter SALE AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE If you make a mistake you may clear the whole value to zero press the Clear button on the keypad Step 3 The customer must type in their PIN Personal Ident
33. OTE Fully charge a new battery before turning the terminal on To fully charge a new battery will typically take 2 4 hours Hardware installation Spire Payments Ltd 2012 17 z Spire PAYMENTS Software setup Desktop The first time your terminal is powered on SEE INSTALL GUIDE will be displayed on the Desktop This indicates that the terminal has no application software loaded and the initial download is required Follow the procedure on page 20 or on your installation Instructions to perform the _ initial download Once the initial download is complete the screen will show icons for each application that was downloaded This screen is known as the Desktop Application Manager The Application Manager software is pre loaded on your terminal and it acts like the terminal s operating system The Application Manager contains all the terminal s communication settings and controls the download of applications to your terminal To access the Application Managers main screen Maintenance menu Maintenance O 1 Deployment Config 2 App Maintenance 3 Terminal Maintenance D 4 Utility Functions 1 Display the Desktop see below 2 Press the blue FUNCTION button on the keypad To display the Desktop press the Cancel button on the keypad repeatedly until the Desktop shows Spire Payments Ltd 2012 Software setup spire PAYMENTS Adding a prefix PABX digit s
34. Power O i Off and press Enter on the 1 Set Inactive Power Off keypad E 2 SetLCD Backlight Power Settings Step 2 Type in the number of minutes desired and press Enter on the Enter Value 0 999 keypad The screen will return to the Power Settings menu Set LCD Backlight This option determines how many seconds of inactivity the terminal waits before the LCD backlight turns off The default value is 90 seconds Step 1 Power Settings Highlight Set LCD Backlight Ofr Set Inactive Power Off and press Enter on the keypad g 2 Set LCD Backlight Step 2 Type in the number of seconds desired and press Enter on the keypad The screen will return to the Power Settings menu Set LCD Backlight Time Enter Value 10 999 Please turn over to continue Appendices Spire Payments Ltd 2012 111 2 Spire PAYMENTS Returning to the Desktop Step 1 To exit the Set PABX menu press the white HOME button Step 2 If any settings were changed Wene E ENEE you will be asked if you want to Save Changes save changes Press Enter on the keypad to select Yes Yes Onm Step 3 The screen will return to the Maintenance Maintenance menu Press O 1 Deployment Config Cancel on the keypad to return O 2 App Maintenance to the Desktop 3 Terminal Maintenance 4 Utility Functions Step 4 Either Press the Navigation Button next to the
35. R HEADER MESSAGE proceed in your local currency GB Pounds in this example series nace then press No A screen is then TERMINAL ID 01234567800 displayed in which you confirm Today s exchange Rate for that choice press YES the SMSS FRANCS a a n n 050409 transaction will complete as in sence the non DCC case see page 47 or reconsider press CONVERT Tann Conversion and the conversion is re offered Local Currency Amt GBP 10 00 1 CONVERSION RATE 1 699101 If the customer wishes to Picton patil rap proceed using his Home currency SEER EEEEEEEEE REEDED Swiss Francs in this example then press Yes The remainder of the screens which ask for information may be present if the configuration of your terminal demands it The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems After the terminal connects it will display the response from your Acquirer and print the Merchant Copy of the receipt APPROVAL 123456 Step 7 Remove the Merchant Copy of the receipt and press OK Enter The terminal will then print the Customer Copy of the receipt and display the Approval Code Step 8 Tear off the Customer Copy and press Enter to return to the idle screen The receipts are similar to the non DCC version described on page 49 Using your terminal Spire Payments Ltd 2012 79 DCC Refund Step 1 Choose REFUND from the Idle SWIPE INSERT CARD screen SALE REF
36. RTOWN YOUR HEADER MESSAGE MERCHANT ID TERMINAL ID DATE JAN Di 09 TIME 1200 BATCH 2456 78 INVOICE 1256 URN AASB BBBOO AUTH HO 124g MASTERCARD PRE AUTH 1234567812345678 ICC EAP O10 SALE AMT 10 00 CONVERSION RATE 1 699101 COMMISSION 0 00 EXCHANGE MARK UP 294 Conversion details i TRANSACTION CURRENCY Transaction amount in CHF 16 99 foreign currency Hast Ref Na 12345875 VERIFIED EY PIN Currency Conversion Provided by Elaran Merchant Servies accept that have boon offered a choice of currencies for payment accept the goman rate amount amp that the final salocied transaction curmemcy is SWISS FRANCS This text may vary depending aso accept that my choice of currency on Card type etc is final ln the event that am not present at checkout accipit thal any final amount owed will be settled in the same currency and that the currency conversion wall be perioed using the rate in force on that date without further consultation with myself Reference Raie Provided by U S Banco Wholesale Rale MERCHANT COPY 70 Spire Payments Ltd 2012 Using your terminal DCC Completion of a DCC Pre authorisation This transaction is designed to complete the transaction initiated by a Pre Authorisation see page 68 Step 1 Press Main menu then New trans and then Completion to select the transaction You may need to press Next on the New Trans menu to see the choice Step 2 Sw
37. SSR EEES ESHER or reconsider press CONVERT and the conversion is re offered If the customer wishes to proceed using his Home currency Swiss Francs in this example then press Yes The terminal may now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response If the transaction is approved the terminal will display APPROVAL and the terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses APPROVAL Step 4 Remove the card and the Merchant Copy of the receipt Step 5 Press Enter to confirm The terminal will print the Customer Copy of the receipt Press Enter to return to the idle screen Please turn over to continue Using your terminal Spire Payments Ltd 2012 81 Example of a DCC Refund receipt The DCC Refund Receipts are similar to their non DCC equivalents except as shown YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TERMINAL ID DATE JAN 01 08 TIME 12 00 BATCH 123456 78 INVOICE 123456 URN 1AA23BBBB00 AUTHNO 123455 MASTERCARD REFUND 1234567812345678 ICC EXP 01 10 REFUND AMOUNT 10 00 CONVERSION RATE 1 699101 COMMISSION 0 00 EXCHANGE MARK UP 2 5 Conversion details TRANSACTION CURRENCY Transaction amount in cur foreign currency Currency Conversion Provided by Baon Merchant Services Reference Rate Provided by
38. STERCARD SALE 1234567812345678 ICC EXP 00 10 SALE AMT CONVERSION RATE COMMISSION EXCHANGE MARK UP 2 5 Conversion details Transaction amount in TRANSACTION CURRENCY foreign currency ae CHF MR R JONES VERIFIED BY PIN Currency Conversion Provided by Elavon Merchant Services accept that have been offered a choice This text may vary de of currencies for payment accept the conversion rate amount amp that the ina pendine on Card type etc siasii Gunenaton camneyie SWISS FRANCS also accept that my choice of currency is final Reference Rate Provided by U S Bancorp Wholesale Rate MERCHANT COPY 60 Spire Payments Ltd 2012 Using your terminal DCC Sale Cashback If the customer asks for Cashback then DCC will not be offered In other words Cashback is not compatible with DCC In this event then the transaction proceeds as a local currency Sale Cashback see page 32 Using your terminal Spire Payments Ltd 2012 61 DCC Sale Tip This transaction is similar to the regular non DCC Sale Tip transaction The Tip amount is always entered in the customer s chosen currency i e after the decision whether to pay in his home currency or your local currency PLEASE NOTE This is a service that must be requested from your Acquirer When activated tipping will be set by default for all sale transactions Step 1 You can start a Chip and PIN sale transaction in one of two
39. U S Bancorp Wholesale Rate MERCHANT COPY 82 Spire Payments Ltd 2012 Using your terminal DCC Keyed Refund Customer Not Present This method is used for refunding money to customers who are not next to the terminal Step 1 Press REFUND and carefully type in the long number on the front of the card As you type you will notice that the message changes from SWIPE INSERT CARD to ENTER CARD NUMBER and the number begins to appear in the box on the screen Once the number has been typed in correctly press Enter ENTER CARD NUMBER Step 2 Type in the EXPIRATION DATE in the format shown and press Enter MASTERCARD REFUND EXPIRATION DATE MMYY The transaction then proceeds from Step 3 of the normal DCC Refund transaction see page 80 Using your terminal Spire Payments Ltd 2012 83 DCC Mail Order Refund This method is used for refunding money to Mail Order customers This method is used for refunding money to Mail Order customers Step 1 Press Main Menu then New trans and then M O Refund you may need to press NEXT on menus to display the required menu items depending on the configuration of your terminal Step 2 Carefully type in the long number on the front of the card Once the number has been typed in correctly press Enter ENTER CARD NUMBER Step 3 Type in the EXPIRATION DATE in the format shown and press Enter MASTERCARD REFUND
40. UND m VOID BATCH Step 2 Insert the customer s Chip Card into the terminal s Chip Card reader or into the optional PIN Pad SWIPE INSERT CARD Step 3 Confirm whether you wish to proceed as a DCC Refund or a non DCC refund MASTERCARD REFUND DCC REFUND If you choose Yes continue at Step 4 If you choose No continue as described on page 50 Step 4 pence or cents in ROI and press Enter AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE If you make a mistake you may clear the whole value to zero press the Clear button on the keypad The terminal will display the Sale Amount in the customer s Home currency CUSTOMER TO CONFIRM SWISS FRANCS CHF 16 99 PRINT RATE 80 Spire Payments Ltd 2012 Using your terminal Press PRINT RATE to print a document showing the REFUND RATE OF DAY amount in both currencies YOUR BUSINESS NAME YOURTOWN Tear off this document and hand YOUR HEADER MESSAGE it to your customer and ask which currency to continue the career ie uaa transaction with TERANA ID Today s exchange Rate for If the customer wishes to berate rb proceed in your local currency a GB Pounds in this example then press No A screen is then SS displayed in which you confirm that choice press YES the Local Currency Amt GBP 10 00 transaction will complete as in aanpak g the non DCC case see page 50 SESE S
41. Y Step 3 You will then be asked if the card holder is present Press NO Clear to continue or Cancel to cancel the transaction MASTERCARD Card holder present Step 4 Type in the SALE AMOUNT in pence or cents in ROI and press Enter BASE AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI The remainder of the screens which ask for information may be present if the configuration of your terminal demands it 44 Spire Payments Ltd 2012 Using your terminal se spire PAYMENTS Step 5 Type in the 3 digit CVV2 code security code on the back of the card and press Enter MASTERCARD CVV2 FROM CARD CVV2 The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems After the terminal connects it will display the response from your Acquirer MASTERCARD DATA MATCHED CAPTURE TRANSACTION Now you must decide if you _ves are happy to continue with the transaction in light of the response displayed Step 6 If you press NO Clear the terminal will print out the Reversal Copy of the receipt and connect to your Acquirer to reverse the transaction If successful the terminal will display REVERSAL ACCEPTED Press Enter to return to the idle screen If you press YES Enter the Approval Code will be displayed and the terminal will print the Merchant Copy of the recei
42. ack is not allowed on the card type NOT AL inserted LOWED PLEASE NOTE Cashback is only allowed on Debit Cards not Credit Cards EXPIRED The card inserted is past its expiration date or CARD the date on the terminal is incorrect See page 107 for how to change the date and time 94 Spire Payments Ltd 2012 Troubleshootine spire PAYMENTS INVALID CARD The check digit last digit of the card number entered is incorrect Double check that you have the correct number and try re typing the number carefully MAN ENT NOT Typing in the number of this type of card ALLOWED is not allowed by the Card Issuer You must only insert or swipe it SETTLEMENT If the Settlement procedure is not REQUIRED completed on a regular basis the terminal s Batch record of totals will become full The Settlement procedure must be performed before you can resume taking transactions See page 46 for more information UNSUPPORTED That card number is not allowed to be used CARD on the terminal PLEASE NOTE This message is usually the result of typing in the card number incorrectly Double check that you have the correct number and try re typing the number carefully If problems persist please contact the helpdesk Troubleshooting Spire Payments Ltd 2012 95 2 Spire PAYMENTS Terminal problems Terminal Countertop models T4210 T4220 T4230 screen is blank e Check that the power cable is plugged into a working power soc
43. al Config 9 2 Bluetooth Config Step 3 Highlight Bluetooth Config and press Enter on the keypad 3 Configure Hosts O 4 Download Now Step 4 Type of Gate Highlight Ethernet and press O 1 Modem Enter on the keypad Please turn over to continue Appendices Spire Payments Ltd 2012 117 2 Spire PAYMENTS Step 5 Ensure Yes Is highlighted and EUREUN press Enter on the keypad Start Pairing with BT Gate O rs Ono Step 6 When the display shows OK Fm Pairing Status and the module address press Checking BT module at 115200 Enter on the keypad Bps OK Addr is 000000000000 Press ENTER key to continue Step 7 When the display shows OK and the router address press enia tien Gait ae ECkKINgG Router fess Enter on the keypad to start the Address is 000000000000 pairing process Press ENTER key to start the pairing process BT Pairing Status PLEASE NOTE If this step fails see note at the bottom of the page Step 8 When the display shows PAIRING COMPLETED press Enter on the keypad BT Pairing Status Please wait PAIRING COMPLETED Press ENTER key to continue PLEASE NOTE If the display shows Router Module Detect Failed or PAIRING FAILED press Enter Power off the Access Point and power it back on again Ensure the terminal is connected to the Access Point with the provided serial cable using th
44. ance D 4 Utility Functions Step 4 Either Press the Navigation Button next to the Elavon icon to return to the idle screen Or If the screen shows SEE INSTALL GUIDE follow the initial download procedure on page 20 or on your Installation Instructions Appendices Spire Payments Ltd 2012 109 2 Spire Appendix E Power settings Step 1 If your terminal is showing the idle screen press the white a gg return to the Desktop When the terminal is showing the Desktop press the blue SETTLE REPORTS FUNCTION button on the keypad to run the Application Manager Step 2 Use the Navigation Buttons to Maintenance highlight _ Deployment Config Terminal Maintenance and press Enter on the keypad 3 Terminal Maintenance O 4 Utlity Functions 2 App Maintenance Step 3 Highlight Terminal Settings and press Enter on the keypad Terminal Maintenance 1 Terminal Settings Q 2 Configure Hosts Step 4 Highlight Power Settings and press Enter on the keypad Terminal Settings O 2 SetModem Conf Q 3 Set Bluetooth Conf 4 Set Time Date Wm Power Settings 110 Spire Payments Ltd 2012 Appendices spire PAYMENTS Set Inactive Power Off This option determines how many minutes of inactivity the terminal waits before automatically shutting down The default value is 60 minutes Step 1 Highlight Set Inactive
45. ank Procedure Step 1 Ensure the idle screen HOME SETILE REPORTS displayed Then press Pa SETTLE button on the keypad Step 2 The terminal will display the current total of Sales since the last Settlement Check this total against your records and press Yes or No as appropriate If you choose No then the Settlement procedure will be terminated whilst you check your records against the current Audit Report see Audit Report on page 91 ENDOFDAY SALES TOTAL 1234 56 CORRECT wes Step 3 The terminal will then display the current total of Refunds since the last settlement Check this total against your records and press Yes or No as appropriate ENDOFDAY REFUND TOTAL 1234 56 CORRECT _ves Using your terminal Spire Payments Ltd 2012 89 vu SDWC If you choose No then the Settlement procedure will be terminated whilst you check your records against the current Audit Report see Audit Report on page 91 The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems When all transactions have been verified by the bank the terminal will print a detailed Settlement report The Settlement report includes summaries of sales and refunds by card type and by currency if applicable in addition to a detailed report of all transactions since the last settlement PLEASE NOTE If you are unsure of any aspect relating to
46. ce Rate Provided by U S Bancorp Wholesale Rate This text may vary de pendine on Card type etc MERCHANT COPY Using your terminal Spire Payments Ltd 2012 65 DCC Forced Sale If during a DCC Sale transaction the terminal instructs you to call the Authorisation Centre for authorisation then the transaction in progress will be aborted Then if the Authorisation Centre approves the transaction you will need to re enter the details using the Forced Sale transaction The Authorisation Centre will issue you with an Approval Code which you will use during the transaction Step 1 Press Main menu then New trans and then Force to select the transaction Step 2 Swipe or Insert the payment card in the normal manner Step 3 Key the transaction amount and press Enter Step 4 If in the original transaction the customer chose to use his Home currency you should choose to do so again CUSTOMER TO CONFIRM SWISS FRANCS CHF 16 99 PRINT RATE Key in the Approval Code you were given by the Authorisation Centre To toggle between the two screens which allow you to enter numeric or alpha values press the SELECT button To delete the last character press TQZ ABC DEF the button GHI_ JKL MNO 7PRS TUV 9WXY Press Enter when complete This Approval Code will be printed as the AUTH No on the receipt 66 Spire Payments Ltd 2012 Using your terminal Step 5
47. ceeseseseseseeeeeeenens 107 Appendix E Power SettingS cccccccccccccccceeeesssssaeeeeeeeeeeeees 110 Appendix F Bluetooth Configuration AP100 dial 113 Appendix G Bluetooth Configuration AP110 IP 117 OSS Y oin eee cease E 121 Spire Payments Ltd 2012 5 2 Spire PAYMENTS Important information Please take note of the following before using your terminal Merchant Number Your Acquirer will assign you a Merchant Number which you will find in your Welcome Pack You will be asked to quote this when contacting the helpdesk for technical support Before taking transactions you should confirm that the Merchant Number stored in your Terminal See Printer Test page 106 for a convenient method of seeing the merchant number stored in your terminal matches the Merchant Number assigned to you by your Acquirer Terminal Identification TID Number Each terminal has a unique Terminal Identification TID Number programmed into its memory This is printed on each receipt and you may be asked to quote this when contacting the helpdesk Settlement At the end of each business day the Settlement procedure must be performed on the terminal If you do not complete this procedure you may experience delays in funds being transferred into your bank account See page 89 for more information Storing merchant receipts and reports Please note that it is the responsibility of the merchant to ensure the Mer
48. chant Copies of receipts and reports showing cardholder details are securely stored for the period of time specified by your Acquirer Also please ensure they are disposed of in a secure manner Failing to do so may result in charge backs or fraudulent activity For clarification or further details please contact your Acquirer 6 Spire Payments Ltd 2012 Important information se spire PAYMENTS Updates Once a month your terminal will connect to Spire to download new software and important changes This update will typically occur during the night For this reason Spire suggests you leave your terminal powered on at all times In the event of it being switched off when the update tried to take place your terminal will notify you to leave its power on for another update attempt the following night In the UK calls for updates will be charged at 0 10 per minute from a BT landline In ROI calls will be charged at 0 065 per minute from an eircom landline The charges for other networks may vary1 Prices correct at the time of printine Important information Spire Payments Ltd 2012 7 2 Spire PAYMENTS Understanding your equipment Terminal overview Paper roll compartment More information about your printer and how to load a paper roll can be found on page 15 Swipe card reader Use when the cardholder presents a debit or credit card without a chip on the front or if prompted by the Chip Card read
49. e SERIAL ports Go back to Step 5 to re try the pairing process 118 Spire Payments Ltd 2012 Appendices spire PAYMENTS Step 9 Ensure Yes Is highlighted and Rages press Enter on the keypad Start BT Gate Setup o Yes O No Step 10 Ensure Yes Is highlighted and RATA IRE Hy press Enter on the keypad BT IP from DHCP Server O re Ono PLEASE NOTE If your network does not use DHCP do not attempt this procedure yourself Please call the helpdesk for assistance Step 11 The terminal will upload its Aimi MAE settings to the Access Point The Access Point will then beep 3 times setting Router Please Wait Step 12 If DHCP is enabled the display Bluetooth Gate Ethernet will show this Press Enter on the pucp Enabled Yes keypad Press ENTER key to exit Please turn over to continue Appendices Spire Payments Ltd 2012 119 ae spire Step 13 Highlight No and press Enter on the keypad The terminal will return to the Deployment Config screen Cfg Download Host O 1 Yes Returning to the idle screen Step 1 To exit the Deployment Deployment Config Config menu press Cancel on O 1 Terminal Config the keypad 2 times This will 2 Bluetooth Config return you to the Desktop Configure Hosts Download Now Step 2 Either Press the Navigation Button next to the Elavon icon to return to the idle screen Or
50. e she should then choose the percentage tip to apply If none of the preset percentages are appropriate he she should choose Option 4 OTHER MASTERCARD CHOOSE TIP OPTION 10 15 20 OTHER D oh If the customer pressed NO Clear continue at Step 6 Step 4 If the customer chose one of the fixed percentage tips the amount is displayed and he she should confirm the amount MASTERCARD TIP AMOUNT CORRECT If the customer chose OTHER then he she should enter a TIP AMOUNT on the next screen and tp AMOUNT confirm it by pressing Enter MASTERCARD Step 5 The customer should confirm the idabababaaiee total value of the transaction by TOTAL pressing Yes Enter CORRECT Step 6 Next the customer must type in his her PIN on the terminal TOTAL keypad or the optional PIN Pad enter py After the PIN has been typed in the customer should press Enter The terminal will now attempt to connect to your Acquirer and the rest of the transaction will continue in the same Way as a normal Chip and PIN sale See page 99 for troubleshooting communication problems See Appendix A on page 104 for possible transaction responses 36 Spire Payments Ltd 2012 Using your terminal Example of a Sale Tip receipt Merchant s Name Address amp Message Merchant ID Terminal ID Date amp Time Batch amp Invoice Nos Auth Code Card Type Transaction Type Card Number full
51. e terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses Step 4 Remove the card and the Merchant Copy of the receipt Step 5 Press Enter to confirm The terminal will print the Customer Copy of the receipt Press Enter to return to the idle screen Keyed Refund receipt The receipts are identical to the normal REFUND receipt described on page 51 Using your terminal Spire Payments Ltd 2012 53 ji Spire PAYMENTS Mail Order Refund Customer Not Present This method is used for refunding money to Mail Order customers Step 1 Press Main Menu then New trans and then M O Refund you may need to press NEXT on menus to display the required menu items depending on the configuration of your terminal Step 2 Carefully type in the long number on the front of the card Once the number has been typed in correctly press Enter ENTER CARD NUMBER Step 3 Type in the EXPIRATION DATE in the format shown and press Enter MASTERCARD REFUND EXPIRATION DATE MMYY Step 4 Press the appropriate key for the presence or otherwise of the CVV2 code If you press key 1 MASTERCARD CVV2 INDICATOR 0 Skip you will be asked to enter the 1 Present number see page 45 ae Step 3 Type in the REFUND AMOUNT in pence or cents in ROI and press Enter AMOUNT MASTERCARD REFUND Example Typing in 1000 would
52. ect to your Acquirer See page 99 for troubleshooting communication problems i Step 5 Remove the card and the Merchant Copy of the receipt REMOVE MERCHANT COPY and press Enter Spire Payments Ltd 2012 41 2 Spire PAYMENTS The terminal will then print the Customer Copy of the receipt Step 6 Tear off the Customer Copy and hand it to the customer along with their card Then press Enter to return to the idle screen What happens if the final amount exceeds the amount estimated on the Pre Authorisation transaction Your bank allows a small percentage variation on the estimated amount If the final amount however exceeds the Pre Auth amount by more than this allowance then the bank performs a second authorisation on the difference between the two amounts see the example Completion receipts on the next page 42 Spire Payments Ltd 2012 se spire PAYMENTS Example of a Completion receipt Merchant s Name Address amp Message Merchant ID Terminal ID Date amp Time Batch amp Invoice Nos Auth Code Card Type Transaction Type Card Number full amp expiry date Signifies ICC Card used Transaction amounts Authority for transaction on excess amount Authority for transaction on Pre Auth amount Merchant copy of receipt Card Number truncated for security Customer s copy of receipt MERCHANT COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 1234
53. equate to a value of 10 00 10 00 in ROI The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems 54 Spire Payments Ltd 2012 Using your terminal spire PAYMENTS The terminal will then display a response If the transaction is approved the terminal will display APPROVAL and the terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses Step 4 Remove the card and the Merchant Copy of the receipt Step 5 Press Enter to confirm The terminal will print the Customer Copy of the receipt Press Enter to return to the idle screen Mail Order Refund receipt The receipts are identical to the normal REFUND receipt described on page 51 Using your terminal Spire Payments Ltd 2012 55 2 Spire PAYMENTS Void Use this transaction to cancel a previous transaction USE WITH CARE as no funds will be paid into your bank for the cancelled voided transaction Step 1 Key in the Invoice Number of the ENTER INVOICE NUMBER transaction you wish to VOID To toggle between the two screens which allow you to enter numeric or alpha values press the SELECT button To delete the last character press the button Step 2 The invoice number and value are displayed 123456 10 00 Confirm that the displayed invoice is the one you want to Void CORRECT no mmm ves
54. er Using your terminal Spire Payments Ltd 2012 33 2 Spire PAYMENTS Example of a Sale Cashback receipt Merchant s Name Address amp Message Merchant ID Terminal ID Date amp Time Batch amp Invoice Nos Auth Code Card Type Transaction Type Card Number full amp expiry date Signifies ICC Card used Transaction amounts Cardholder Name Merchant copy of receipt Card Number truncated for security Payment method ICC Chip Card used SWIPED Card was swiped KEYED Keyed entry Customer s copy of receipt 34 MERCHANT COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 DATE JAN 01 09 TIME 1200 BATCH 123456 78 INVOICE 123456 URN 1AA23BBBB00 AUTH N 123456 MASTERCARD AID A1234567890123 1234567812345678 ICC EXP 01 10 SALE AMT CASH BACK TOTAL MR R JONES VERIFIED BY PIN agree to pay the above final amount according to the card merchant Issuer Agreement MERCHANT COPY T 200000000000000 CUSTOMER S COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 DATE JAN 01 09 TIME 1200 BATCH 123456 78 INVOICE 123456 URN 1AA23BBBB00 AUTH NO 123456 MASTERCARD SALE AID 1234567890123 ihini T ICC SALE AMT CASH BACK TOTAL MR R JONES VERIFIED BY PIN agree to pay the above final amount according to the card merchant Issuer
55. er terminal see page Use when the cardholder presents 26 a Chip Card see page 25 8 Spire Payments Ltd 2012 Understanding your equipment se spire PAYMENTS Privacy Shield IS09564 standards require protection against observation of the PIN during PIN entry To comply with these regulations your terminal may have come with a Privacy Shield for the keypad You must have a Privacy Shield fitted to the terminal unless e You only perform keyed transactions e Your customers enter their PIN into an optional PIN Pad e Your customers have the option to enter their PIN while holding the terminal in their hand Navigation Buttons In order to select an option on the screen press the corresponding Navigation Button In the example right pressing the top left button would select the top left item on the screen in this case SALE spire SWIPE INSERT CARD Understanding your equipment Spire Payments Ltd 2012 9 2 Spire PAYMENTS Keypad buttons Home Returns to the Desktop screen i a p Settle Starts the Settlement procedure when on the idle screen See page 89 for more information Reports Displays the Reports menu when on the idle screen See page 91 for more information Function amp ON OFF All models The function button allows you enter terminal functions when on the idle screen and start the Application Manager when on the Desktop screen See Appendix C on
56. ered If the customer wishes to proceed using his Home currency Swiss Francs in this example then press Yes Step 4 Next hand the terminal to the customer and let him choose if he wishes to enter a tip If the customer chooses YES Enter he she should then choose the percentage tip to apply If none of the preset percentages are appropriate he she should choose Option 4 OTHER If the customer press NO Clear go to Step 6 Using your terminal Spire Payments Ltd 2012 MASTERCARD ENTER TIP AMOUNT MASTERCARD CHOOSE TIP OPTION OTHER CUSTOMER TO CONFIRM SWISS FRANCS CHF 16 99 PRINT RATE RATE OF DAY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 Today s exchange Rate for SWISS FRANCS on 0804108 1699101 Transaction Conversion Local Currency Amt GBP CONVERSION RATE Converted amount CHF 63 1 2 3 4 Step 5 MASTERCARD If the customer chose one of TIP AMOUNT CHF 10 00 the fixed percentage tips the CORRECT amount is displayed and he she mm _ves should confirm the amount MASTERCARD If the customer chose OTHER then he she should enter a TIP AMOUNT on the next screen and confirm it by pressing Enter TIP AMOUNT MASTERCARD TOTAL CORRECT no mm ves Step 6 The customer should confirm the total value of the transaction by p
57. ge 117 PLEASE NOTE If your network does not use DHCP do not attempt this procedure yourself Please call the helpdesk for assistance Software setup Spire Payments Ltd 2012 19 2 Spire PAYMENTS Downloading software The following steps are necessary to prepare your terminal for use Step 1 From the Desktop press the blue FUNCTION button on the keypad to run Application Manager Step 2 Ensure Deployment Config is highlighted and press Enter on the keypad Maintenance O 1 Deployment Config a 2 App Maintenance 3 Terminal Maintenance 4 Utility Functions PLEASE NOTE If it isn t highlighted use the Navigation Buttons to change the selection Step 3 Highlight Download Now and Deployment Config press Enter on the keypad O 1 Terminal Config 2 2 Configure Hosts PLEASE NOTE The option number varies depending on terminal model Download Now Step 4 eea The Application Manager will Applicaton Manager gisplay a warning This Action may Delete Press Enter on the keypad to continue and perform the download process Transactions Sette now Press Cancel to Exit 20 Spire Payments Ltd 2012 Software setup spire PAYMENTS Using your terminal Idle Screens After the download is complete the application will load and display the idle screen This is your starting screen for general use All models feature buttons spec
58. he transaction then proceeds from after Step 3 of the normal Mail Order Refund transaction see page 54 Using your terminal Spire Payments Ltd 2012 85 2 Spire PAYMENTS Servers This function is normally associated with serving staff in a restaurant but may equally apply when the identity of the staff member performing each transaction needs to be identified for example when distributing tips The Servers function needs to be enabled for terminals and if you would like to enable it please contact your Help desk in the first instance for advice In order to use the Servers function e Each server needs to be identified with a unique Server number 1 9999 e Each server needs to be enabled on each terminal he she is likely to use e The server then enters his her unique identification on each transaction Enabling Disabling Servers on the terminal To enable or disable a server on a terminal press Main Menu and then press Server you may first need to press Next on the Main Menu depending on your configuration Enter the local password the default is 0000 and press Enter ENTER PASSWORD Press ADD RMV Enter the Server Number you wish to enable or disable ENTER SERVER NUMBER 86 Spire Payments Ltd 2012 Using your terminal te SPWC One of these two screens will be displayed depending On SIGN ON whether the entered Server Number is currently enabled or
59. heir card for example Mailed Orders Step 1 Press Main Menu then New trans and then M O Sale you may need to press NEXT on menus to display the required menu items depending on the configuration of your terminal Step 2 Carefully type in the long number on the front of the card Once the number has been typed ENTER CARD NUMBER in correctly press Enter Step 3 Type in the EXPIRATION DATE in the format shown and press Enter MASTERCARD EXPIRATION DATE MMYY Step 4 Press the appropriate key for the presence or otherwise of the CVV2 code If you press key 1 you will be asked to enter the number see page 45 MASTERCARD CVV2 INDICATOR 0 Skip 1 Present 2 Illegal 9 Absent Step 5 Type in the SALE AMOUNT in pence or cents in ROI and press Enter BASE AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI The remainder of the screens which ask for information may be present if the configuration of your terminal demands it Using your terminal Spire Payments Ltd 2012 47 2 Spire The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems After the terminal connects it will display the response from your Acquirer APPROVAL 123456 Step 6 Remove the Merchant Copy of the receipt and press OK Enter The terminal will then print the Customer Copy of
60. hes to SMSS FRANCS on 060408 proceed in your local currency pper GB Pounds in this example then press No A screen is then a i displayed in which you confirm that choice press YES the Local Currency Amt GBP 10 00 a CONVERSION RATE 1 699101 transaction will complete as in Converted amount CHF 16 99 See eeeeeeeeeeeeeeeeeeee the non DCC case see page 39 or reconsider press CONVERT and the conversion is re offered If the customer wishes to proceed using his Home currency Swiss Francs in this example then press Yes Step 5 Ask the customer to key in the PIN and press Enter TOTAL CHF 0 00 ENTER PIN The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response If the transaction is approved the Approval Code will then be displayed and the terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses APPROVAL 123456 Step 6 Remove the card and the Merchant Copy of the receipt and press OK Enter REMOVE MERCHANT COPY Using your terminal Spire Payments Ltd 2012 69 Step 7 The terminal will print the Customer Copy of the receipt Press Enter to return to the idle screen Example of a DCC Pre Auth receipt The DCC Pre Auth Receipts are similar to their non DCC equivalents except as shown YOUR BUSINESS NAME YOU
61. icient funds and the estimated amount is reserved in but not taken from his bank The funds are eventually taken using a Completion transaction when the customer settles his bill on check out There are of course other situations where these transactions would be useful Your bank will be able to help you regarding the period that a pre authorisation is valid and the limits around which the pre authorisation amount is valid i e where the estimated amount falls too far short of the actual completion total Step 1 You can start a Pre Authorisation transaction as follows e Press Main Menu on the idle screen e Press New Trans on the resulting Main Menu screen VOID e Press Pre Auth on the New Transaction screen SWIPE INSERT CARD SALE REFUND m BATCH Step 2 Insert or swipe the customer s payment card Step 3 Key in the estimated final BUS eet amount and press Enter when complete Step 4 The terminal will display the Sale Amount in the customer s Home currency CUSTOMER TO CONFIRM SWISS FRANCS CHF 16 99 PRINT RATE 68 Spire Payments Ltd 2012 Using your terminal Press PRINT RATE to print a document showing the SALE RATE OF DAY amount in both currencies YOUR BUSINESS NAME YOURTOWN Tear off this document and hand YOUR HEADER MESSAGE it to your customer and ask which currency to continue the icone nea transaction with ee Today s exchange Rate fo If the customer wis
62. ific to the terminal s configuration In addition the icons on the right hand side may differ as shown T4210 T4220 T4230 SWIPE INSERT CARD SWIPE INSERT CARD sae reruno Ja _ sale REFUND VOID BATCH VOID BATCH M4230 M4240 SWIPE INSERT CARD SALE REFUND SALE REFUND VOID BATCH VOID BATCH Icons A moving card icon indicates that this is a Countertop terminal T4210 T4220 only This icon displays the GPRS signal strength T4230 M4230 only If there is no signal it will display n a This icon indicates that this is a Bluetooth terminal M4240 only This icon displays the battery status of your mobile terminal M4230 M4240 only m 66 e Cm Using your terminal Spire Payments Ltd 2012 21 2 Spire PAYMENTS Buttons SALE Pressing SALE initiates a Sale transaction see page 29 REFUND Pressing REFUND initiates a Refund transaction see page 50 VOID Pressing VOID initiates a Void transaction see page 56 BATCH Pressing BATCH initiates the Settlement procedure see page 89 Main Menu Pressing MAIN MENU gives you options for performing other transactions viewing reprinting transactions and reports changing settings and performing tests 22 Spire Payments Ltd 2012 Using your terminal spire PAYMENTS Training Mode Your terminal allows the operator to conduct training sessions by switching to Training Mode How to switch to Training Mode e P
63. ification Number on the terminal keypad or the optional PIN Pad After TOTAL 0 00 the PIN has been typed in the ENTER on customer should press Enter Please turn over to continue Spire Payments Ltd 2012 29 ie Spire The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response If the transaction is approved the Approval Code will then be displayed and the APPROVAL 123456 terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses Step 4 Remove the card and the Merchant Copy of the receipt and press OK Enter REMOVE MERCHANT COPY The terminal will then print the Customer Copy of the receipt and display the response again APPROVAL 123456 Step 5 Tear off the Customer Copy and hand it to the customer along with their card Then press Enter to return to the idle screen 30 Spire Payments Ltd 2012 Using your terminal Example of a Sale receipt Merchant s Name Address amp Message Merchant ID Terminal ID Date amp Time Batch amp Invoice Nos Auth Code Card Type Transaction Type Card Number full amp expiry date Signifies ICC Card used Transaction amount Cardholder Name Merchant copy of receipt Card Number truncated for security Payment method ICC Chip Card used SWIPED Card was swiped KEYE
64. ing transactions when the customer is not next to the terminal with their card for example telephoned orders Step 1 Press Main Menu then New trans and then M O Sale you may need to press NEXT on menus to display the required menu items depending on the configuration of your terminal Step 2 Carefully type in the long number on the front of the card Once the number has been typed in correctly press Enter ENTER CARD NUMBER Step 3 Type in the EXPIRATION DATE in the format shown and press Enter MASTERCARD EXPIRATION DATE MMYY Step 4 Press the appropriate key for the presence or otherwise of the CVV2 code If you press key 1 you will be asked to enter the number see page 45 MASTERCARD CVV2 INDICATOR 0 Skip 1 Present 2 Illegal 9 Absent WO SALE Step 5 Type in the SALE AMOUNT in pence or cents in ROI and press Enter Example BASE AMOUNT 3 value of 10 00 10 00 in ROD Step 6 The terminal will display the Sale Amount in the customer s Home currency Even if the customer is not present there is still an CHF 16 99 opportunity to process the payment in his Home currency no ws CUSTOMER TO CONFIRM SWISS FRANCS 78 Spire Payments Ltd 2012 Using your terminal Press PRINT RATE to print a document showing the SALE RATE OF DAY amount in both currencies YOUR BUSINESS NAME YOURTOWN If the customer wishes to YOU
65. ions please call the helpdesk The attempted type of transaction is not allowed on the terminal Spire Payments Ltd 2012 Appendices se spire PAYMENTS Appendix B CVV2 responses from your Acquirer DATA MATCHED The CVV2 code data supplied has matched the data held by the Card Issuer DATA NOT The CVV2 did not match the data held by MATCHED the Card Issuer Spire Payments Ltd 2012 105 2 Spire PAYMENTS Appendix C Terminal functions Set Change Local Password Keypad Lock Training Mode Change Date and Time Printer Test Paper Feed Set Tax Free Form Number 106 MAIN MENU gt SETUP gt PASSWD By default the local password is set to 0000 Use this option to set your own password FUNCTION gt 4 gt Enter Allows the user to lock the keypad to stop accidental or unauthorised use Typing in the local password default is 0000 unlocks the keypad MAIN MENU gt TERMINAL gt TRAIN Allows the user to conduct training sessions by switching to Training Mode See page 24 for more information MAIN MENU gt SETUP gt Date Time Allows the user to change the current date and time PLEASE NOTE Enter the date in UK format DDMMYY MAIN MENU gt NEXT gt TESTS gt PRINTER gt RECEIPT Allows the user to test the printer Press the Button only if on the idle screen OR MAIN MENU gt SETUP gt PRINTER gt PAPER FEED Feeds the paper by 1cm If the software
66. ipe or Insert the payment card in the normal manner Step 3 MASTERCARD Key the final amount and press Enter FINAL AMT Step 4 The terminal will display the Sale Amount in the customer s Home currency CUSTOMER TO CONFIRM SWISS FRANCS CHF 16 99 PRINT RATE Press PRINT RATE to print a document showing the SALE amount in both currencies Tear off this document and hand it to your customer and ask which currency to continue the transaction with RATE OF DAY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE If the customer wishes to proceed in your local currency GB Pounds in this example then press No A screen is then displayed in which you confirm that choice press YES the MERCHANT ID TERMINAL ID 123456789 01234567890 Today s exchange Rate for SWISS FRANCS transaction will complete as in the non DCC case see page 41 or reconsider press CONVERT and the conversion is re offered If the customer wishes to proceed using his Home currency Swiss Francs in this example then press Yes on 080408 1699101 Transaction Conversion Local Currency Amt GBP CONVERSION RATE Converted amount CHF Using your terminal Spire Payments Ltd 2012 71 Refer to the receipt for the Pre Authorisation and note the Host Ref No printed near the bottom Key this Host Ref No and press Enter MASTERCARD ENTER HOST REF NO The terminal will now a
67. is reloaded in your terminal the Tax free form number will NOT be preserved Press the FUNCTION key and type 85 followed by Enter Type the number of the NEXT form to be produced Spire Payments Ltd 2012 Appendices spire PAYMENTS Appendix D Set a PABX dieit s Terminals with a dial connection come pre configured with the option to dial a 9 prefix digit before dialling out By default this option is bypassed and therefore not active To remove the bypass and activate the prefix follow the procedure below PLEASE NOTE If you require a digit s other than 9 please call the helpdesk PLEASE NOTE At the time of writing this feature is not implemented on the M4240 If you need to configure an M4240 to dial a prefix digit s please call the helpdesk Step 1 If your terminal is showing the SLE REBOATS the white HOME button on the pm a to the Desktop When the terminal is showing the Desktop press the blue FUNCTION button on the keypad to run the Application Manager Step 2 Use the Navigation Buttons to highlight Terminal Maintenance and press Enter on the keypad Maintenance 1 Deployment Config 2 App Maintenance 3 Terminal Maintenance O 4 Utility Functions Step 3 Highlight Terminal Settings Terminal Maintenance and press Enter on the keypad ili Terminal Settings Q 2 Configure Hosts Please turn over to continue Appendices
68. ket and that the socket is switched on Check that the power cable is connected to the Power Adaptor Check that the supplied Power Adaptor is connected and locked into the red socket on the back of the terminal labelled POWER Mobile models M4230 M4240 Ensure a battery module is fitted Hold down the blue FUNCTION button on the terminal keypad for 8 seconds If the terminal does not beep and turn on Connect the power cable Power Adaptor into the red socket on the back of the terminal labelled POWER or place on a powered Charging Dock Hold down the blue FUNCTION button on the terminal keypad for 8 seconds If the terminal still does not beep and turn on Check that the power cable is plugged into a working power socket and that the socket is switched on Check that the power cable is connected to the Power Adaptor Hold down the blue FUNCTION button on the terminal keypad for 8 seconds PLEASE NOTE If problems persist please call the helpdesk Spire Payments Ltd 2012 Troubleshooting te SPWC Battery not charging M4230 M4240 only If the battery is not charging when placed on a Charging Dock e Check that the power cable is plugged into a working power socket and that the socket is switched on Check that the power cable is connected to the Power Adaptor Check that the Power Adaptor is plugged into the red socket on the underside of the Charging Dock labelled POWER Access Point doe
69. l will print the Merchant Copy of the receipt Step 8 Remove the Merchant Copy of the receipt and press OK Enter The terminal will then print the Customer Copy of the receipt and display the Approval Code Step 9 Tear off the Customer Copy and press Enter to return to the idle screen 76 Spire Payments Ltd 2012 Using your terminal Example of a DCC Keyed Sale receipt The DCC MOTO Receipts are similar to their non DCC equivalents except as shown Conversion details Transaction amount in foreigm currency This text may vary depending on Card type etc YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID Sa TERMINAL ID mgpa sen en DATE JAN H 09 TIME 120 BATCH 12346 78 INVOICE 12355 URN 1AA23BBEB00 AUTHNO 1255 MASTERCARD SALE 1234567612345670 ICC EAP O00 SALE AMT 10 00 CONVERSION RATE 1 699101 COMMISSION aw EXCHANGE MARKUP 25 TRANSACTION CURRENCY CHF MR FL JONES VERIFIED BY PIN Currency Conversion Provided by Elavon Merchant Servies accept that have been offered a choice of currencies far payment accept the conversion rate amount amp that the final selected transaction currency is SIMSS FRANCS also accept that my choice of cunency is Gnal Reference Rate Provided by US Enco Witeolesale Rale MERCHANT COPY Using your terminal Spire Payments Ltd 2012 77 DCC Mail Order Sale Customer Not Present This method is used for tak
70. l with their card for example telephoned orders Step 1 Press SALE and carefully type in the long number on the front of the card As you type you will notice that the message changes from SWIPE INSERT CARD to ENTER CARD NUMBER and the number begins to appear in the box on the screen Once the number has been typed in correctly press Enter ENTER CARD NUMBER MASTERCARD Step 2 Type in the EXPIRATION DATE in the format shown and press Enter EXPIRATION DATE MMYY Step 3 You will then be asked if the card holder is present Press NO Clear to continue or Cancel to cancel the transaction MASTERCARD Card holder present Step 4 Type in the SALE AMOUNT in pence or cents in ROI and press Enter BASE AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI Step 5 The terminal will display the Sale jugyppeysereeeenyserrearr Amount in the customer s Home currency Even if the customer is not present there is still an Opportunity to process the payment in his Home currency SWISS FRANCS CHF 16 99 PRINT RATE 74 Spire Payments Ltd 2012 Using your terminal Press PRINT RATE to print a document showing the SALE RATE OF DAY amount in both currencies YOUR BUSINESS NAME YOURTOWN If the customer wishes to YOUR HEADER MESSAGE proceed in your local currency GB Pounds in this example asia ia anne then press No A screen is
71. lly taken using a Completion transaction when the customer settles his bill on check out There are of course other situations where these transactions would be useful Your bank will be able to help you regarding the period that a pre authorisation is valid and the limits around which the pre authorisation amount is valid i e where the estimated amount falls too far short of the actual completion total Step 1 You can start a Pre Authorisation transaction as follows e Press Main Menu on the idle SWIPEANSERT CARD screen e Press New Trans on the olan iasa a resulting Main Menu screen VOID BATCH e Press Pre Auth on the New Transaction screen Step 2 Insert or swipe the customer s payment card Step 3 Key in the estimated final SOSUA amount in pence or cents in ROI and press Enter Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI PLEASE NOTE If you make a mistake you may clear the whole value to zero press the Clear button on the keypad Spire Payments Ltd 2012 39 2 Spire PAYMENTS Step 4 Ask the customer to key in the TOTAL PIN and press Enter ENTER PIN The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response See Appendix A on page 105 for possible transaction responses The terminal will print a YOURTOWN YOUR HEADER MESSAGE MERCHANT I
72. ls can be charged by the supplied mains cable or an optional charging dock Power supply Communication method Power supply Communication method Communication with Access Point Battery or Mains cable optional Charging Dock available Wireless GPRS Battery or Charging Dock Dial with AP100 Access Point IP with AP110 Access Point Bluetooth Spire Payments Ltd 2012 2 Spire PAYMENTS Safety information Recharge battery only with Spire approved chargers designed for this product Do not short circuit battery pack terminals Do not use if visibly damaged Do not expose to temperatures above 140 F or 60 C Do not expose to moisture Do not disassemble Do not incinerate or crush Keep out of reach of children How to clean your terminal WARNING DO NOT USE UNDILUTED AMMONIA OR ABRASIVE CLEANERS Step 1 Disconnect all cables and make sure the terminal is powered off before beginning any cleaning Step 2 Apply denatured alcohol to a clean soft non abrasive low lint cloth Carefully wipe the entire terminal Step 3 As needed use anti static compressed air to clean in and around the terminal s printer mechanism Copyrieht by Spire Payments Ltd 2012 This publication is proprietary to Spire Payments Limited and is intended solely for contractual use of the Spire customers This publication may not be reproduced or distributed for any purpose without the written
73. n is on the AP110 Access Point white NET port e Your terminal will be pre configured for use on standard networks featuring DHCP automatic allocation of IP addresses In the unlikely event that your network does not have this feature please call the helpdesk for assistance e Any security features such as MAC address filtering need to have the terminal added to their list of exceptions The MAC address for the T4220 and M4240 is found on a label on the base of the terminal e Please ensure the specific IP addresses and TCP Ports provided by your terminal supplier are not blocked by a network firewall Communications information Spire Payments Ltd 2012 LS 2 Spire PAYMENTS GPRS T4230 and M4230 only The T4230 and M4230 communicate primarily through the mobile telephone network using a GPRS SIM card pre installed by Spire In the event of GPRS signal loss the T4230 will revert to dial backup if connected to a telephone line the M4230 does not feature dial backup e Do not remove the SIM unless instructed by the helpdesk Unauthorised removal of the SIM may render your terminal inoperable and or may result in late non payment of funds into your account e Spire reserves the right to charge for unauthorised use of your SIM Spire may charge an administration fee for misuse or replacement of a lost or blocked SIM Bluetooth M4240 only M4240 terminals connect to an Access Point via a Bluetooth wireless link
74. ng and return to the idle screen PLEASE NOTE If the above suggestions do not solve the problem please contact the helpdesk 98 Spire Payments Ltd 2012 Troubleshooting se spire Communication problems T4210 T4220 dial only The normal sequence of messages displayed during a transaction using a dial connection is DIALING NOW PROCESSING NOW APPROVAL XXXXXX PROCESSING NOW This message indicates that the terminal has connected successfully In this case the following response displayed will be from your Acquirer See Appendix A on page 104 for common transaction responses PLEASE NOTE Please ensure you are using the telephone cable supplied with the terminal 3 party or telephone cables may not be compatible Troubleshooting Spire Payments Ltd 2012 99 2 Spire PAYMENTS T4220 IP with dial backup The normal sequence of messages displayed during a transaction using an IP Ethernet connection is CONNECTING PROCESSING NOW APPROVAL XXXXXX PROCESSING NOW This message indicates that the terminal has connected successfully In this case the following response displayed will be from your Acquirer See Appendix A on page 104 for common transaction responses CONNECTING VIA DIAL The terminal has failed to connect using IP and has reverted to dial backup The terminal will try to connect via dial and then void the transaction if it cannot connect If this happens please call the helpde
75. nt In a situation where Tips are enabled you can use either report to show what Tips are applicable to which employee Reprint This allows you to quickly reprint a copy of the last transaction receipt Saved EOD This allows you to quickly reprint a copy of the last Settlement End of Day report Saved Auth This allows you to quickly reprint a copy of the last Merchant and Customer Pre Auth receipts T O Totals Press this button to display the T O Totals report menu Pressing Report causes a report of ALL transactions since the last T O Report Reset to print Note this report is NOT reset to zero by a successful Settlement To reset the Totals to zero press RESET on the T O Totals menu PLU Table This report prints out the current Price Look up table where applicable ExchRateUp This report prints the current Foreign Exchange Rate Table which is used during DCC transactions Reviewing transactions Reprinting a receipt T M4200 family terminals maintain a Batch record of all transaction information since the last successful Settlement was performed It is possible to review the Batch find the appropriate transaction and if required reprint the receipt 92 Spire Payments Ltd 2012 Using your terminal To reprint the last receipt use the Reprint report described on page 92 To view any transaction that is in the current Batch i e has not yet been through the Settlement procedure Step 1 Pres
76. on e Completion e MOTO Sale keyed e Refund e MOTO Refund keyed e Void PLEASE NOTE By default your terminal will not be configured to accept all transaction types Please contact your Acquirer for further details on how to add other transactions Methods of performing transactions Inserting cards For the majority of transactions you will need to insert a Chip Card and the customer will need to enter a PIN Personal Identification Number on the terminal keypad or optional PIN Pad How to insert a Chip Card If the card has a chip on the front insert the card with the chip facing up and towards the terminal When the card is inserted correctly you should feel some resistance and hear a soft click sound Using your terminal Spire Payments Ltd 2012 25 sa Spire PAYMENTS What happens if the customer has forgotten their PIN The customer usually has 3 attempts to enter their PIN correctly If they enter it incorrectly 3 times in a row even on different days and in different locations the card will lock the PIN and the customer must contact their card issuer or have it unlocked at an ATM If the customer forgets their PIN and does not want to continue you can cancel the transaction by pressing Cancel on the ENTER PIN screen Alternatively you may be allowed to continue and bypass the PIN If you select BYPASS the terminal will ask for the customer to sign the Merchant Copy of
77. pad The terminal will return to the Deployment Config screen Cfg Download Host 1 Yes o A Q Please turn over to continue Appendices Spire Payments Ltd 2012 115 2 Spire PAYMENTS Returning to the idle screen Step 1 To exit the Deployment Deployment Config Config menu press Cancel on O 1 Terminal Config the keypad 2 times This will Bluetooth Config return you to the Desktop _ Configure Hosts Download Now Step 2 Either Press the Navigation Button next to the Elavon icon to return to the idle screen Or If the screen shows SEE INSTALL GUIDE follow the initial download procedure on page 20 or on your Installation Instructions 116 Spire Payments Ltd 2012 Appendices spire PAYMENTS Appendix G Bluetooth confieuration AP1IO Ethernet Step 1 If your terminal is showing the idle screen press the white HOME button on the keypad to return to the Desktop When the terminal is showing u ir m the Desktop press the blue FUNCTION button on the keypad to run the Application Manager Step 2 Ensure Deployment Config Is highlighted and press Enter on the keypad Maintenance O 1 Deployment Config 2 App Maintenance 3 Terminal Maintenance F 4 Utility Functions PLEASE NOTE If it s not highlighted use the Navigation Buttons to change the selection Deployment Config O 1 Termin
78. ps and pull up firmly Step 2 Drop the paper roll into the roll holder with the paper feeding from underneath the roll Pull a short length of the paper over the screen Step 3 Shut the Printer Cover over the paper until you hear an audible click Pull and tear the paper over the serrated edge as shown Hardware installation Spire Payments Ltd 2012 15 2 Spire PAYMENTS Battery installation M4230 amp M4240 only The battery module comes pre fitted with the terminal but you may need to change the battery if you purchase a spare or are sent a replacement Step 1 Turn the terminal over to find the battery compartment Step 2 Put the left end of the battery module into the battery compartment Step 3 Rotate the battery module into the terminal and push until the latch on the right hand side clicks 16 Spire Payments Ltd 2012 Hardware installation 4 spire PAYMENTS Battery charging M4230 amp M4240 only Before turning on your mobile terminal for the first time you will need to charge the battery as follows Step 1 Connect the power cable Power Adaptor into the red POWER socket on the back of the terminal or underneath a D4200 Charging Dock Step 2 If using a Charging Dock place the terminal on the dock to begin charging Step 3 The charging indicator light turns red as the battery charges and turns green when the battery is fully charged PLEASE N
79. pt Step 7 Remove the Merchant Copy of the receipt and press OK Enter The terminal will then print the Customer Copy of the receipt and display the Approval Code Step 8 Tear off the Customer Copy and press Enter to return to the idle screen Using your terminal Spire Payments Ltd 2012 45 2 Spire PAYMENTS Example of a MOTO Customer Not Present Sale receipt MERCHANT COPY Merchant s Name Address amp YOUR BUSINESS NAME ea i YOURTOWN ge YOUR HEADER MESSAGE Merchant ID MERCHANT ID presini Terminal ID m TERMINAL ID Hza Date amp Time S DATE JAN 01 08 TIME 12 00 Batch amp Invoice Nos BATCH 15678 INVOICE 15 URN 1AAG3BBBBOO AUTH NO 355 ETE MASTERCARD SALE o d O Transaction Type 1234567812345678 Card Number full EXP 01 10 amp expiry date Transaction amount TOTAL 10 00 CUSTOMER NOT PRESENT MERCHANT COPY CUSTOMER S COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TAAT TERMINAL ID maea DATE JAN M 09 TIME 12 00 BATCH 124547 INVOICE 12355 URN 1AA2BB6B500 AUTH NO 12355 MASTERCARD SALE Card Number truncated CEELI LLLLI 5678 for security TOTAL 10 00 CUSTOMER NOT PRESENT CUSTOMER COPY 46 Spire Payments Ltd 2012 Using your terminal se spire PAYMENTS Mail Order Sale Keyed Customer Not Present This method is used for taking transactions when the customer is not next to the terminal with t
80. r configuration may come with an optional D4200 Charging Dock When the terminal is placed on a Charging Dock that is connected to a wall power socket the dock will charge the terminal s battery module It will also allow an M4240 Bluetooth terminal to configure to an Access Point when connected with a serial cable See page 17 for information on battery charging See page 19 for information on Bluetooth configuration PLEASE NOTE for more information call the helpdesk Understanding your equipment Spire Payments Ltd 2012 11 2 Spire PAYMENTS Bluetooth Access Points M4240 only M4240 terminals are provided with an Access Point The terminal connects to the Access Point via a Bluetooth wireless link The Access Point then connects to Spire and your Acquirers using a dial or IP Ethernet connection Your M4240 terminal will come configured to the Access Point provided Should the terminal or Access Point be replaced or the link between the terminal and Access Point fail reconfiguration may be needed See page 14 for Bluetooth information See page 19 for Bluetooth configuration The compact design of the Access Point allows it to be placed on a counter or shelf or easily mounted on a wall There are two models available AP100 Dial V 90 modem port for connecting to a telephone line AP110 Ethernet 10 Mbit port for connecting over IP arid areren Polat a iin spire ET ii
81. ras st TIME 12 00 INVOICE 12355 REFUND bhtih ittit R678 TOTAL 10 00 CUSTOMER COPY Using your terminal Spire Payments Ltd 2012 PAYMENTS 51 2 Spire PAYMENTS Keyed Refund Customer Not Present This method is used for refunding money to customers who are not next to the terminal Step 1 Press REFUND and carefully type in the long number on the front of the card As you type you will notice that the message changes from SWIPE INSERT CARD to ENTER CARD NUMBER and the number begins to appear in the box on the screen Once the number has been typed in correctly press Enter ENTER CARD NUMBER Step 2 MASTERCARD REFUND Type in the EXPIRATION DATE in the format shown and press Enter EXPIRATION DATE MMYY Step 3 You will then be asked if the card WIN REFUND holder is present Press NO Clear to continue or Cancel to cancel the transaction Card holder present Step 3 Type in the REFUND AMOUNT in pence or cents in ROI and press MASTERCARD REFUND Enter AMOUNT Example Typing in 1000 would equate to a value of 10 00 10 00 in ROI The terminal may now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response 52 Spire Payments Ltd 2012 Using your terminal se spire PAYMENTS If the transaction is approved the terminal will display APPROVAL and th
82. ress MAIN MENU gt TERMINAL gt TRAIN MODE Type in the local password default is 0000 and press Enter The screen will display SWITCH TO TRAIN MODE Press YES Enter Once in Training Mode the top SWIPE INSERT CARD of the screen will cycle between SALE REFUND SWIPE INSERT CARD the date and time and TRAINING MODE VOID BATCH Using Training Mode After switching to Training mode you can make transactions as described in this manual PLEASE NOTE Ensure you do not attempt real transactions in Training Mode as the funds will not be transferred into your bank account Using your terminal Spire Payments Ltd 2012 23 2 Spire PAYMENTS How to leave Training Mode e Press MAIN MENU gt TERMINAL gt TRAIN MODE Type in the local password default is 0000 and press Enter The screen will display LEAVE TRAINING MODE Press YES Enter After you have completed the SWIPE INSERT CARD above procedure please ensure SALE REFUND the top of the screen no longer e displays TRAINING MODE VOID BATCH PLEASE NOTE Ensure you do not attempt real transactions in Training Mode as the funds will not be transferred into your bank account 24 Spire Payments Ltd 2012 Using your terminal se spire Transactions Transaction types Your terminal is able to provide the following transaction types e Sale e Sale Cashback e Sale Tip e Forced after Referral e Pre Authorisati
83. ressing Yes Enter CHF 10 00 Step 7 Next the customer must type in his her PIN on the terminal keypad or the optional PIN Pad After the PIN has been typed in the customer should press Enter TOTAL ENTER FIN CHF 0 00 The terminal will now attempt to connect to your Acquirer and the rest of the transaction will continue in the same Way as a normal Chip and PIN sale See page 99 for troubleshooting communication problems See Appendix A on page 104 for possible transaction responses Please turn over to continue 64 Spire Payments Ltd 2012 Using your terminal Example of a DCC Sale Tip receipt The DCC Sale Tip Receipt is similar to the non DCC receipt except as shown below MERCHANT COPY YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TERMINAL ID TIME 1200 INVOICE 123456 URN 1AA23BBBB00 AUTHNO MASTERCARD 1234567812345678 ICC EXP 00 10 SALE AMT i CONVERSION RATE Conversion details s COMMISSION EXCHANGE MARK UP 2 5 TRANSACTION CURRENCY CHF Transaction amount in foreign currency GRATUITYITIP in CHF TOTAL incl TIP CHF MR R JONES VERIFIED BY PIN Currency Conversion Provided by Elavon Merchant Services accept that have been offered a choice of currencies for payment accept the conversion rate amount amp that the final selected transactton currency is SWISS FRANCS also accept that my choice of currency is find Referen
84. rivate Automatic Branch eXchange This is usually found as part of a larger telephone system which requires the user to press a number on their telephone to make an external call Broadband A means of connecting to the internet Broadband systems are typified by being always on and having faster connection speeds than dial up The most popular kinds of broadband include ADSL Asynchronous Digital Subscriber Line and Cable DSL filter A device that improves the quality of an ADSL broadband enabled telephone line by separating the inherently interfering data and voice signal frequencies from each other IP Internet Protocol This is the method whereby data is transmitted over networks such as the Internet may also be expressed as TCP IP Ethernet A networking standard used to connect devices together Networking protocols such as IP can be sent over Ethernet IP address A number represented in the form XXX XXX XXX XXX which identifies a device on the Internet for example 193 129 71 130 These numbers are the networking equivalent of telephone numbers TCP port A number representing a service at a particular IP address similar to a telephone extension number MAC address An individual address given to every piece of Ethernet networking equipment 122 Spire Payments Ltd 2012 Glossary se Spire DHCP Dynamic Host Control Protocol This is a system whereby IP Addresses are assigned to networked equipment a
85. s Main Menu gt Batch gt Review The terminal will display details of one of the transactions in that batch INV 123456 SAL CSH 128 00 Step 2 Press the UP or DOWN Arrows to display the transaction you are investigating Step 3 Press Select The terminal will display a menu of options Detail This option displays more information about the transaction Void Use this option to VOID the transaction Reprint Use this option to REPRINT the merchant copy of the transaction Tip Use this option to add a TIP to an already completed transaction Spire Payments Ltd 2012 93 2 Spire PAYMENTS Troubleshooting Error messages When inserting swiping a card or keying in the card number When a Chip Card is inserted swiped or the long card number is typed in the terminal will check against a number of parameters downloaded from the Spire system If the terminal rejects the card it will display one of the following messages CARD ERROR The magnetic strip could not be read when the card was swiped Check that it was swiped the correct way round and try again or try a different card If problems persist please contact the helpdesk PLEASE The chip could not be read when the card was REMOVE inserted Check that it was inserted the correct CARD way round or try a different card and press YES Enter to the prompt If problems persist please contact the helpdesk CASHBACK Cashb
86. s in the non DCC case see page 29 or reconsider press CONVERT Transaction Conversion and the conversion is re offered CONARNOR RTE ee Converted amount CHF 16 99 If the customer wishes to proceed using his Home currency Swiss Francs in this example then press Yes The customer must type in their PIN Personal Identification totau 0 00 Number on the terminal keypad ENTER PIN or the optional PIN Pad After the PIN has been typed in the customer should press Enter The terminal will now attempt to connect to your Acquirer See page 99 for troubleshooting communication problems The terminal will then display a response If the transaction is approved the Approval Code will then be displayed and the terminal will print the Merchant Copy of the receipt See Appendix A on page 104 for possible transaction responses APPROVAL 123456 Step 4 Remove the card and the Merchant Copy of the receipt REMOVE MERCHANT COPY and press OK Enter Using your terminal Spire Payments Ltd 2012 59 Step 5 The terminal will print the Customer Copy of the receipt Press Enter to return to the idle screen Example of a DCC Sale receipt The DCC Sale Receipts are similar to their non DCC equivalents except as shown YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID TERMINAL ID DATE JAN 01 08 TIME 12 00 BATCH 123456 78 INVOICE 123456 URN 1AA23BBBB00 AUTH NO 123455 MA
87. s will be aborted Then if the Authorisation Centre approves the transaction you will need to re enter the details using the Forced Sale transaction The Authorisation Centre will issue you with an Approval Code which you will use during the transaction Step 1 Press Main menu then New trans and then Force to select the transaction Step 2 Swipe or Insert the payment card in the normal manner Step 3 Key the transaction amount and press Enter Step 4 Key in the Approval Code you Bilateria OFFLINE were given by the Authorisation enres wprovat cove Centre To toggle between the two screens which allow you to enter numeric or alpha values press Rett OFFLINE the SELECT button ENTER APPROVAL CODE QZ ABC DEF To delete the last character JKL 7PRS 8TUV WXY press esi the button a Press Enter when complete This Approval Code will be printed as the AUTH No on the receipt Step 5 The transaction will continue to print out the Merchant and Customer receipts in the same way as a normal Chip and PIN sale 38 Spire Payments Ltd 2012 spire PAYMENTS Pre Authorisation This transaction is particularly useful in a Hotel environment where the Pre Authorisation is performed when the guest checks in The final bill is estimated and the customer s account is checked for sufficient funds and the estimated amount is reserved in but not taken from his bank The funds are eventua
88. sk as soon as possible to ensure that your terminal operates at its optimum speed 100 Spire Payments Ltd 2012 Troubleshooting se spire PAYMENTS T4230 M4230 GPRS with dial backup if T4230 The normal sequence of messages displayed during a transaction using a GPRS connection is CONNECTING PROCESSING NOW APPROVAL XXXXXX PROCESSING NOW This message indicates that the terminal has connected successfully In this case the following response displayed will be from your Acquirer See Appendix A on page 104 for common transaction responses PLEASE NOTE GPRS terminals come with a SIM card pre installed by Spire If there is no SIM card installed a warning will display at power up If this happens please call the helpdesk CONNECTING VIA DIAL A T4230 has failed to connect using GPRS and has reverted to dial backup The terminal will try to connect via dial and then void the transaction if it cannot connect If this happens please call the helpdesk as soon as possible to ensure that your terminal operates at its optimum speed Troubleshooting Spire Payments Ltd 2012 101 ie Spire M4240 Bluetooth and dial The normal sequence of messages displayed during a transaction using a Bluetooth and dial connection is DIALING NOW PROCESSING NOW APPROVAL XXXXXX PROCESSING NOW This message indicates that the terminal has connected successfully In this case the following response displayed will be from
89. sn t turn If the Access Point power indicator on light doesn t turn on when the M4240 only Access Point is plugged in e Check that the power cable is plugged into a working power socket and that the socket is switched on Check that the power cable is connected to the Power Adaptor Check that the Power Adaptor is plugged into the red socket on front of the Access Point labelled POWER PIN Pad screen is blank If you have connected up the optional PIN Pad and the screen appears blank e Check that it is securely connected into the yellow socket on the back of the main terminal labelled PIN PAD Turn the main terminal off and back on again by switching it off or unplugging it at the wall socket Troubleshooting Spire Payments Ltd 2012 2 Spire PAYMENTS Receipts print out blank Your terminal uses thermal paper rolls to print receipts This paper will only print on one side If the paper is feeding through but appears blank e Check that you are using the Spire approved thermal paper rolls Check that the roll is loaded the correct way round See page 15 for more informa tion Screen appears frozen If the screen appears frozen and doesn t react to key presses or in OR serting a card e Switch off the power by un Terminal does not react to plugging at the wall power inserting a card socket Leave the terminal off for 10 seconds Plug the terminal back in and wait for it to complete re booti
90. t of the card See page 44 for information on how to do this If you select NO Clear when the terminal asks if the customer is present you will be asked to type in the 3 digit CVV2 code and address details See page 45 for more information Clearing entered information To clear the whole value to zero at once press the Clear button on the keypad PLEASE NOTE This applies to all screens that ask you to enter information except the ENTER PIN screen Using your terminal Spire Payments Ltd 2012 27 2 Spire PAYMENTS Dynamic Currency Conversion DCC What is DCC DCC is a facility whereby the customer s home currency is determined from the payment card If this home currency is not the same currency as that of the country that the payment is being made in then assuming that 1 DCCis enabled on the terminal and 2 The customer s home currency is enabled for DCC the customer must be offered the choice of whether he wishes to pay in his own currency or the currency of the country he is currently in To enable him to make this choice the amount is converted to his home currency and displayed on the terminal YOUR BUSINESS NAME Additionally the amounts in Lappland both currencies may be printed to assist in the decision RATE OF DAY YOUR HEADER MESSAGE MERCHANT ID 123456789 TERMINAL ID 01234567890 The customer may decide Today s exchange Rate for whether to pay in his own SMSS FRANCS m
91. ttempt to connect to your Acquirer See page 99 for troubleshooting communication problems Step 5 Remove the card and the Merchant Copy of the receipt and press Enter REMOVE MERCHANT COPY The terminal will then print the Customer Copy of the receipt 72 Spire Payments Ltd 2012 Using your terminal Example of a DCC Completion receipt The DCC Completion Receipts are similar to their non DCC equivalents except as shown YOUR BUSINESS NAME YOURTOWN YOUR HEADER MESSAGE MERCHANT ID presan TERMINAL ID mF i DATE JAN 01 09 TIME 1200 BATCH 1235678 INVOICE 12455 URN 1AAZSBEBHUU AUTH NO 124535 MASTERCARD COMPLETION 1234567812345678 ICC EXP iH SALE AMT 10 00 Conversion details __ CONVERSION RATE 1 699101 COMMISSION a EXCHANGE MARK UP 29 Transaction amount in TRANSACTION CURRENCY foreign currency a CHF 16 99 Host Ref No 12345674 VERIFIED BY PIN Currency Conversion Provided by Elavon Merchant Services l accept that have been offered a cholce This text may vary depending a Mer i nie on Card type etc e aaa silecied transaction cunrency is SWISS FRANCS aso accepi that my choice of cunency is final Reference Rate Frowided by US Bancorp Wholesale Rite MERCHANT COPY Using your terminal Spire Payments Ltd 2012 73 DCC Keyed Sale Customer Not Present This method is used for taking transactions when the customer is not next to the termina
92. uetooth range of the Access Point If possible move the terminal closer to the Access Point Check that the Access Point is turned on plugged in the green light on top of the Access Point will be illuminated if it is getting power Ensure the Ethernet cable is connected to the white NET port on the Access Point and to a working network port If your terminal shares the same network as your internet check that the internet connection is working The terminal may not be properly configured to the Access Point See Appendix G on page 117 for information on how to configure your terminal and Access Point Troubleshooting Spire Payments Ltd 2012 103 2 Spire PAYMENTS Appendices Appendix A Transaction responses APPROVAL CARD BLOCKED CALL AUTH CENTRE DECLINED DECLINED BY CARD INVALID TRANSACTION 104 The word APPROVAL plus a 2 to 6 digit Approval Code indicates that that the transaction was approved by the Card Issuer The Card Issuer has blocked the card from use A call to the Authorisation Centre is required to complete the transaction PLEASE NOTE If this happens on successive transactions please call the helpdesk The transaction has been declined by your Acquirer or the Card Issuer The chip on the card decided to decline the transaction PLEASE NOTE The card makes the final decision on whether to approve a transaction If this happens on successive transact
93. utomatically GPRS General Packet Radio Service This is a method of communicating data via the mobile phone network Bluetooth A wireless method of short range communication usually found in mobile phones and other handheld devices Bluetooth pairing Before Bluetooth devices can communicate they need to go through a process called pairing See Appendices F page 113 and G page 117 for details Access Point A device that allows a Bluetooth terminal to connect to a host or Acquirer The Access Point can communicate with an external network either via dial or IP Glossary Spire Payments Ltd 2012 123 Spire Terminal ID PLETE TTT Merchant ID PLE T ITT TTT TTT Ty www Spirepayments com 21669 03 Spire Payments Ltd 2012

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