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EFTPOS Professional Hypercom Dial-Up/ Countertop
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1. EFTPOS PROFESSIONAL USER GUIDE PROCEDURES Process transactions as per procedures in Section 5 0 Receipts will display TRAINING VOID on them After three minutes of inactivity the terminal will exit training mode and return to the idle prompt To exit Training Mode TERMINAL DISPLAY PROCEDURE DATE TIME TRAINING MODE Press MENU Or Press FUNCTION ENTER AMOUNT The next step depends on whether you pressed MENU or FUNCTION key MAIN MENU 1 LOGON 2 BATCH 1 If you pressed MENU press 3 and then ENTER 3 TERMINAL to select TERMINAL 4 REPRINT Z TERMINAL 1 VIEW 2 TRAINING la Press 2 and ENTER to select TRAINING 3 PASSWORDS 4 COMMS SC bock MERCHANT FUNCTION ENTER FUNCTION CLEAR 2 Ifyou pressed the FUNCTION key press 33 and then ENTER for TRAINING NO TRAINING MODE LEAVE TRAINING MODE YES Press the soft key next to YES or press ENTER to end TRAINING MODE EFTPOS PROFESSIONAL USER GUIDE PROCEDURES 15 TERMINAL DISPLAY PROCEDURE DATE TIME The idle screen will no longer display ENTER AMOUNT TRAINING MODE At the end of Training Mode all transactions are reset and previous values are restored to batch and ROC Record of Charge number Receipt in Training Mode Abfestpac www westpac com au EFTPOS FROH WESTPAC MERCHAHT HAME TRADING ADDRESS SUBURB STATE FOSTCUDE kkk MERCHANT COPY Xe Me
2. ga CLEAR Press 8 and then ENTER for SETTLEMENT options SETTLEMENT 1 SETTLEMENT 2 LAST SETTLEMENT 3 NEXT SETTLE Z 4 LAST 7 SETTLEMENT Press 1 and ENTER to perform a SETTLEMENT MERCHANT NAME DO SETTLEMENT Process the settlement by pressing the soft key e next to YES or pressing ENTER otherwise select WSB NO or press CANCEL NO YES COMMS The terminal is connecting to the bank and Sending Req processing the settlement RESPONSE This screen will display once settlement is completed successfully and the SETTLEMENT SETTLEMENT COMPLETE REPORT will print EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS Settlement Report Westpac wuw westpar com au MERCHANT HAME TRADING ADDRESS SUBURB STATE POSTCODE SETTLEMENT Has chant ID 21384441 Terminal ID 66606002 Date 17 JUH 18 Time 18 48 MASTERCARD Sales oai 84 54 Totals 84 54 UISA S Sales 6003 107 65 Refund 6001 14 00 Totals 93 65 DEBIT g Sales 0007 50 87 Cash 0001 10 80 Refund 0001 KN Totals 85 07 DEBIT CREDIT Sales 0807 743 06 Cash 0004 10 00 Refund 002 439 80 HET TOTALS 213 26 ANEX 50 op DIHERS 0 04 JCB 0 88 PREAUTH sp o APPROVED Ha Settlement Complete XBATCH BALAHCED KBATCH COMPLETEX EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 5 1 6 3 How to Reprint Previous Settlements This function will allow you to reprint the last seven days settlements whi
3. CURRENCY RATES PRINT CURRENCY RATES NO YES You will have the option of printing the currency rates once they are updated Select Yes or press Enter to print the currency rates Select No or press Cancel to return to the idle screen EFTPOS PROFESSIONAL USER GUIDE FALL BACK SALES PROCEDURES To print the current rates TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press Menu MAIN MENU LOGON BATCH TERMINAL REPRINT DCC Press 5 and Enter for DCC aR WON DCC UPDATE CURR RATE 2 PRINT CURR RATES 3 PRINT DCC STATS E Press 2 and Enter to print the currency rates EFTPOS PROFESSIONAL USER GUIDE FALL BACK SALES PROCEDURES 87 88 DCC Currency Rates Report Wifestpac wows stp accom au ERCHANT HAME TRADIHG ADDRESS _ SUBURB STATE POSTCODE CURRENCY RATES Merchant TD 21384441 Terminal ID 64868069 2 Date 19 OCT 11 Time 16 23 a CATEGORY NM RATES SET 10 10 11 03 306 Or EXPIRE HADAL MO AA CADS f ER 601 755 REFUND fie 00018753 MAREZH 3 0008 HOHG KONG 344 HKD WI RATE 00208 2719 REFUND RATE 068 2714 TREI 4 0080 JAPAHESE YEH 3532 JPY SALE RATE O81 7099 REFUND RATE 0081 7099 IN 3 0086 HEN ZEALAND 334 H2DS SALE RATE EI 32 3 REFURE RATE 6061 3319 PAROLI 3 0096 SINGAPORE 702 SGD SALE RATE 001 3451 REFURD RATE 09001 4431 Wl w 3 0006 FOUND STERLIHG 826 GBP SALE RATE 9600
4. g The Contactless reader will now have WELCOME on the screen h Ifyou have any problems connecting the reader or processing transactions with the reader contact the Helpdesk 74 EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 7 5 4 Processing Transactions The cardholder can hold their contactless card to the Vivotech reader once the message Present Card is displayed on the reader No PIN or Signature Verification Required If the transaction meets all the card and bank requirements no PIN or signature will be required to verify the transaction CONTACTLESS READER TERMINAL DISPLAY PROCEDURE DATE TIME Enter the amount on the WELCOME terminal as per your normal ENTER AMOUNT procedure PRESENT CARD The cardholder should TAP INSERT SWIPE CARD hold their card against SXX XX the reader PLEASE WAIT The terminal is connecting PROCESSING to the bank and processing PROCESSING the transaction This screen will appear if TRANSACTION APPROVED the transaction is approved APPROVED S SI and the receipt will print RECEIPT Press the soft key next TRANSACTION DO YOU REQUIRE A pin Mon APPROVED CUSTOMER COPY kin py required press the soft key NO YES next to NO or press Cancel EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 75 76 PIN or Signature Verification Required A PIN or signature will be required if the amount of
5. e Process Purchases e Process Refunds e Process Voids e Process Mail Telephone Order Transactions approved merchants only e Process Cash Out Transactions for Debit Cards Process Pre Authorisation and Completion Transactions approved merchants only e Process Tips 1 1 Merchant Responsibility for Equipment and Materials Provided Imprinters terminals and equipment where supplied by us plus any unused stationery and promotional material remain the property of the Bank e You must not sell assign or in any way encumber them e You shall not part with possession of them to a third party or give access to a third party e You must ensure that the terminals are covered by your business or contents insurance Terminals must not be relocated without prior authorisation Terminals must be located where customers can use the PINpad without the risk of other people seeing them key in their PIN 1 2 Cancellation of Facility If your merchant facility is cancelled for any reason this equipment and materials must be returned to us To make arrangements for return call the Westpac Helpdesk on 1800 029 749 You must ensure that all equipment and materials are available to be returned within five business days of our request Fees and charges will continue to be incurred until the equipment is returned to the bank as instructed 1 3 Damaged Lost or Stolen Equipment You are responsible for your equipment If equipment is dama
6. 101 Notes 102 Notes 103 Notes 104 2012 Westpac Banking Corporation ABN 33 007 457 141 MBB040 07 12 281957
7. Auth Id 944579 Sale 25 08 lie 5 00 TOTAL 30 00 Ine ROCH 000066 10 MAY 10 13 06 CRD AN VISA SALE APPROVED AD Auth Id 781504 Sale 25 00 ip 5 00 TOTAL 30 00 Inv ROCH GO9078 10 MAY 19 13 13 CRD 4504712041192030 00 12 VISA OKPLETION APPROVED GB Auth Id 670880 Sale 56 00 lip 4 00 TOTAL 60 00 Inv ROCH 0Q0071 10 MAY 10 13 15 CRO 45647 1204119203060 BELL VISA COMPLETION APPROVED O8 Auth Id 987845 Sale 56 00 lip 4 00 TOTAL 60 00 TOTAL SALE 0085 187 00 TOTAL TIP 0085 23 00 TOTAL SALE TIP 210 60 60 EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 69 Shifts The terminal s shift facility is useful when you need separate reports for each work shift It is independent of the settlement times This function allows you to keep a record of users who have operated the terminal in a shift period Note Shift totals are independent from settlement times The Shift totals are not reset when the settlement is performed To start using the shift functionality you will need to clear any totals from this function by ending the existing shift 6 9 1 How to End a Shift TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press REPORTS REPORTS 1 TXN LISTING 2 SUBTOTAL REPORT 3 SHIFT TOTALS Z Press 3 and ENTER for SHIFT TOTALS SHIFT TOTALS 1 SUB TOTALS 2 PREVIOUS TOTALS Press 1 and ENTER for SUB TOTALS If no users are enabled a report will print at
8. CI Account Tyre Credit KKUOTD X SALE 25 06 TOTAL AUD 25 Op HYPERCOM HAWKO APPROVED 68 With Si9nature Auth ID 466247 TC A1302996AA4 AF 38C EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 5 5 How to Process a Sale with Tip This process is a sale with tip enabled It is most commonly used by restaurants Note The Tip feature needs to be enabled for your terminal Contact Merchant Business Solutions to enable this feature on your terminal TERMINAL DISPLAY PROCEDURE INSERT SWIPE CARD DATE TIME Key inthe PURCHASE AMOUNT and press ENTER ENTER AMOUNT SALE ENTER SALE AMOUNT This screen will appear once a value is keyed in 0 00 Press ENTER to continue ee CLEAR SALE If Purchase with Cash transactions are enabled on ENTER CASH AMOUNT the terminal you will see this screen Key in a cash 0 00 out amount and press ENTER The cash out amount K CLEAR may be left at 0 00 by just pressing ENTER Insert the customer s chip card into the chip card SALE reader Or Swipe the customer s card through the card reader SELECT ACCOUNT Press the soft key beside the account type needed CHEQUE Note For debit cards cheque and savings SAVINGS tips need to be entered at the time of sale An CREDIT adjustment cannot be processed on a debit card CARD SALE ENTER TIP AMOUNT Key in the amount of the tip to be added to the sale 0 00
9. COMMS The terminal is connecting to the bank and Sending Req processing the pre authorisation SIGNATURE If signature is required remove the card from the PLEASE REMOVE CARD terminal Have the customer sign the receipt If the signature matches the signature on the card press SIGNATURE CORRECT ENTER Otherwise press cancel NO YES NO or CANCEL will cancel the transaction RECEIPT enn Ee ati CUSTOMER COPY vi Pee ee press CANCEL NO YES If a chip card was inserted and is yet to be removed CHIP CARD this prompt will appear Remove the card at this PLEASE REMOVE CARD prompt The terminal will beep as a reminder if the card is not removed Note The entering of PIN on credit is optional Allow the cardholder to enter their PIN at the terminal prompt If the cardholder bypasses PIN entry a signature will need to be obtained to authorise the transaction Before completing the authorisation check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 41 42 Approved PreAuth Receipt approved with PIN no signature required eren w westpac con au EFTPOS FROM WESTPAC MERCHANT NAME TRADING ADDRESS SUBURB STATE POSTCODE X k MERCHAHT COPY At Merchant ID 21384441 Terminal
10. REPORTS 3 FIND TXN 4 UPLOAD ADVICES E Press 3 to select FIND TRANSACTION and press ENTER REVIEW REPRINT RECEIPT ENTER INV ROC NO AND OR PRESS ENTER Enter the INV ROC number of the transaction you wish to view or press ENTER to scroll through transactions ge CLEAR REVIEW INV xxxxxx The terminal will display the transaction requested or the first transaction available You can press the el soft key next to the arrows to scroll through other DATE TIME EXP SEL carp ACCOUNT transaction records Z CARD NO Pressing the soft key next to SEL will give the SALE AMOUNT option to reprint the receipt of the transaction APPROVAL displayed REVIEW ACTIONS 1 REPRINT RECEIPT Press ENTER to reprint the receipt of the selected transaction EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 6 7 How to Print Transaction Log This function will print out a summary of each transaction performed in the day s batch period It will print in one list transactions done on all card types MasterCard American Express etc Note The Transaction log will only show transactions done since the last settlement TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press REPORTS REPORTS 1 TXN LISTING 2 SUBTOTAL REPORT 3 SHIFT TOTALS PRINT TXN LISTING 1 ALL TRANSACTIONS 2 SALE WITH TIP 3 SALE WITHOUT TIP 4 PRE AUTH R
11. 2 for SUBTOTAL and press ENTER The Subtotal report will print 48 EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS Subtotals Report Westpac www westpac rom au MERCHANT NAME TRADING ADDRESS _ SUBURB STATE POSTCODE SUB TOTALS Mer eanne T ID 21384441 Terminal ID 66680603 Date 17 JUH 16 Tine 18 46 MASTERCARD Sales HOH 04 04 Totals 84 54 VISA Sales 8003 107 65 Refund DO 14 04 Totals 93 65 DEBIT Sales DU 550 87 Cash 0801 10 00 Refund 6661 425 90 Totals 35 07 DEBIT CREDIT Sales B007 DOEN Cash 0801 10 00 Refund 0002 539 40 HET TOTALS 2713 26 AMEX 0 00 DIHERS 6 06 JCB 0 08 PREAUTH 0 00 6 2 Terminal Settlement Settlement for the EFTPOS Professional device can occur via a programmed terminal settlement automatic settlement or a manual settlement Failure to perform a settlement may result in split deposits for settlements in your bank account The terminal must be powered on and be able to communicate for settlement to occur at the programmed time EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 49 Note A settlement can only be performed once in a 24 hour period You cannot settle between 21 30 and 23 00 Sydney time A password is required for a manual settlement on a multi merchant terminal To process a manual settlement TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION
12. 6742 W RATE 0008 AA ARGEN 7 200 US DOLLAR 840 USD SALE RATE 6801 0636 REFWB RATE 601 3636 np 3 0040 SC EURE SALE RATE 00080 7700 a RATE E 7708 ARGIN 4 006 EFTPOS PROFESSIONAL USER GUIDE INTERFACED EFTPOS 8 0 Fall Back Sales Procedures 8 1 Electronic Fall Back The Electronic Fall Back EFB facility is available only when enabled on the terminal and only for certain card types Electronic Fall Back is the ability to continue performing transactions on the terminal even when communication with the Westpac host system for on line approval has been lost or the Issuer is unavailable In EFB mode transactions are stored within the terminal and manual vouchers are not required After communication has been restored the terminal forwards the stored transactions to Westpac for processing Your Merchant Letter of Offer contains your debit and credit floor limits You are reminded that you must not split a sale in order to avoid obtaining authorisation When processing in EFB Mode some differences apply to normal on line processing For credit card transactions that are over your credit card floor limit you will be required to enter an authorisation number which you can obtain by calling 132 415 Alternatively ask your customer for an alternative means of payment Signature capture is required on all EFB transactions regardless of the account selection or whether PIN was entered The terminal will process
13. ID 66666003 Date 83 JUH 16 Time 18 1B Inv ROC 868617 WBC VISA Credit AID AG666OA6NAZ10610 Card CLC 4564712041192030 Account Tyre Credit Expiry Date 86 12 PRE AUTH 56 80 TOTAL AUDS56 90 APPROVED a6 Auth ID 061981 TC ECDAASB6 4 1F 8783 Approved PreAuth Receipt signature required Alfestpac www weslpac com au EFTPOS FROH WESTPAC MERCHANT HAME TRADING ADDRESS SUBURB STATE POSTCODE 34K MERCHAHT COPY kx Merchant ID 71384441 Terminal ID 66668603 Date 16 WAY 16 Time 13 12 Inv ROC 08069 ee VISA Credit ROU Se ck 4564712041192630 Account Tyre Credit Expiry Date 06 12 PRE AUTH 56 60 TOTAL AUD 56 48 HOPERCOMZ HAUG APPROVED 64 With i9nature futh ID 982845 TC CFZZAZ119786FDFC EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 5 9 How to Process a Completion A completion is used to complete an earlier pre authorisation and charge the cardholder You can process a completion in one of two ways 1 Using the Invoice ROC number from the Pre Authorisation transaction 2 Using the Authorisation ID of the Pre Authorisation transaction Note e The terminal retains pre authorisations for seven calendar days only 5 9 1 Using the Invoice ROC Number TERMINAL DISPLAY PROCEDURE DATE TIME Press FUNCTION ENTER AMOUNT MERCHANT FUNCTION ENTER FUNCTION Press 3 and then ENTER for COMPLETION CLEAR COMPLETION EN
14. Training Mode will not affect your settlement total Note Training Mode cannot be used for chip cards If attempted you will receive the error message CHIP CARDS NOT SUPPORTED IN TRAINING MODE If Training Mode has been inactive for 3 minutes it will revert back to live mode In Training Mode whole dollar amounts will generate an approved transaction Other amounts will result in a response code corresponding to the number of cents For example an amount of 2 01 or 0 01 will result in a response code of 01 Declined Contact Bank EFTPOS PROFESSIONAL USER GUIDE PROCEDURES 13 To start Training Mode TERMINAL DISPLAY PROCEDURE Press MENU DATE qme O ENTER AMOUNT Press FUNCTION The next step depends on whether you pressed MENU or FUNCTION key MAIN MENU 1 LOGON 2 BATCH 1 If you pressed MENU press 3 and then ENTER 3 TERMINAL to select TERMINAL 4 REPRINT Na TERMINAL 1 VIEW 2 TRAINING la Press 2 and ENTER to select TRAINING 3 PASSWORDS 4 COMMS Z B LOCK MERCHANT FUNCTION ENTER FUNCTION ke CLEAR 2 If you pressed the FUNCTION key press 33 and then ENTER for TRAINING TRAINING MODE ENTER TRAINING MODE NO YES Press the soft key next to YES or press ENTER to start TRAINING MODE DATE TRAINING MODE ENTER AMOUNT TIME When the terminal runs in training mode the idle screen will display TRAINING MODE
15. a If the signature matches the signature on the card SIGNATURE CORRECT press ENTER otherwise press CANCEL NO YES NO or CANCEL will cancel the transaction RECEIPT DO YOU REQUIRE A a a a SE Se CUSTOMER COPY o or pressing Otherwise selec or press CANCEL NO YES Before completing the sale check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES Completion Receipt Westpac EFTPOS FROM WESTPAC MERCHANT NAME TRADIHG ADDRESS SUBURB STATE POSTCODE XXX MERCHANT COPY kx Herchant ID 21384441 Terminal ID 66090893 Date 63 JUH 10 Time 16 11 Inv ROC 660918 WBC VISA Credit AID 808008680831810 Card nwe 203060 Account Tyre Credit COMPLETION 56 00 Tip TOTAL H PERCOM HAWKO APPROVED Tas With Si9nature Auth 981 ID 861 TC ECDRR8B6741F8783 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 47 6 0 Reporting Functions 6 1 How to Print a Subtotal Report This function will print a report of all transactions performed since the last settlement without resetting the totals in the terminal TERMINAL DISPLAY PROCEDURE DATE ENTER AMOUNT TIME Press REPORTS REPORTS 1 TXN LISTING 2 SUBTOTAL REPORT 3 SHIFT TOTALS SA Press
16. bank 54 CANNOT PAY Check the card expiry date Obtain another form of payment Advise cardholder to contact card issuer 55 RE ENTER PIN The cardholder has entered the wrong PIN Retry the transaction with the correct PIN 56 CONTACT CARD ISSUER Obtain another form of payment Advise cardholder to contact card issuer 98 EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING Code 58 Display INVALID TRANSACTION Cause Action Obtain another form of payment Advise cardholder to contact card issuer 59 DECLINED Obtain another form of payment Advise cardholder to contact card issuer 61 CANNOT PAY Obtain another form of payment Advise cardholder to contact card issuer 62 DECLINED Obtain another form of payment Advise cardholder to contact card issuer 65 CANNOT PAY Obtain another form of payment Advise cardholder to contact card issuer 68 75 PLEASE RETRY CANNOT PAY Retry the transaction If the transaction is declined again obtain another form of payment Cardholder to contact issuing bank Retry the transaction If the transaction is declined again obtain another form of payment Advise cardholder to contact issuing bank 83 INVALID ACCOUNT Retry the transaction selecting a different account If the transaction is declined again obtain another form of payment Advise cardholder to contact iss
17. card If a customer returns a purchase or if an incorrect amount was charged process a refund as follows TERMINAL DISPLAY PROCEDURE DATE TIME Press FUNCTION ENTER AMOUNT MERCHANT FUNCTION ENTER FUNCTION Press 4 and then ENTER for REFUNDS L CLEAR Enter Refund Void Pswd MERCHANT NAME Key in the REFUND PASSWORD and press ENTER c CLEAR REFUND ENTER REFUND AMOUNT 0 00 Key in the REFUND AMOUNT and press ENTER L CLEAR Insert the customer s chip card into the chip card reader REFUND Or Swipe the customer s card through the card reader INSERT SWIPE CARD Or Key in the card number expiry date and CCV if available for Mail Order Telephone Order EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 23 24 TERMINAL DISPLAY PROCEDURE SELECT ACCOUNT CHEQUE SAVINGS CREDIT CARD REFUND TOTAL 50 00 KEY PIN amp OR ENTER Press the soft key beside the account type needed Where prompted have the cardholder key in their PIN and press ENTER or just press ENTER PLEASE REMOVE CARD Note COMMS The terminal is connecting to the bank and Sending Req processing the refund SIGNATURE If signature is required remove the card from the PLEASE REMOVE CARD terminal Have the customer sign the receipt If the A signature matches the signature on the card p
18. customer is on the phone so you can advise them of the below e the transaction amount in your local currency e the converted amount in the proposed transaction currency e the exchange rate to be used for the currency conversion and e the inclusion of a 3 margin in this rate The Cardholder must then provide a verbal confirmation of their acceptance to proceed and that they are being provided with a choice to process as an Australian Dollar transaction or in their home currency This margin is not an additional fee but rather replaces the rate that will be applied if the transaction is completed in Australian Dollars EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 79 80 7 6 3 Processing DCC Transactions If you insert swipe an overseas MasterCard or Visa credit card from one of the available currencies you will see the following screen This will appear after the account selection screen of the allowable transaction types SALE in NZD SALE AUD 5 00 EXCHANGE RATE 1 3319 Have the cardholder select Yes if they would like to SALE NZD 6 66 process the transaction in their home currency To use fran continue in AUD press the soft key next to NO NEW ZEALAND NO YES CARD SALE TOTAL NZD 6 66 Where prompted have the cardholder key in their PIN and press Enter or just press Enter KEY PIN amp OR ENTER EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TER
19. is also known as CVV and CVC EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING 93 Where Can I Find the CCV Security Code Some cards for example MasterCard and Visa have a three digit CCV printed on the signature strip on the reverse side of the card Other numbers may precede the CCV The last three digits on the signature strip are the CCV AUTHORISED SIGNATURE pw 4000 0012 3456 7890 ee A A Aa NOT VALID UNLESS SIGNED Other cards for example American Express have a four digit CCV on the front of the card above the account number CCV Some cards do not have a CCV Should Save CCV Security Codes No It is prohibited to store the CCV codes They must remain secret You must not write them down or save them electronically Doing so may lead to heavy penalties Manual Authorisations and CCV If your terminal is not functioning at all you can revert to a manual imprinter When seeking authorisation for a credit card transaction above the floor limit be sure to provide the CCV number if available 94 EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING 11 0 Trouble Shooting 11 1 Hardware Faults Hardware Faults Action 1 Ensure that the power cable is securely connected to the terminal Power off the terminal for 10 seconds No response from the terminal Power on the terminal Retry the transaction GE Call Merchant Business Solutions H the problem persists 1 Re insert swipe the ca
20. is performed after the original transaction has been processed The customer verifies the base amount of the sale offers a tip and signs the receipt The adjustment transaction is then processed Note Tip Addition applies to credit and charge cards only The original purchase must have been without a tip The original purchase must not yet have been settled e When tip addition is enabled a signature must be obtained if the receipt reads Approved with Signature or if the cardholder writes a tip addition on the receipt This applies even if the original purchase is approved with PIN A signature does not need to be obtained if the receipt shows the original purchase as Approved and no Tip is added 32 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES Receipt for tip addition to be performed 1 Westpac www vsestpat Com au FROMM WESTPAC H HT HAME HG ADDRESS TATE POSTCODE SE MERCHAHT COPY kt Merchant ID 21384441 Terminal ID 66666663 Date 03 JUH 18 Time 16 66 Inv ROC TU 800006 WBC VISA Credit AID AGBBABDONBZ1610 Card ana 2B3B CH Account Tyre Credit SALE 25 64 TiP TOTAL HYPERCOM HAWKO APPROVED 68 Auth ID 749390 TC FO47265D87BF 4BA5 If tip is added Base amount a signature is approved is required without a signature being required Receipt for tip addition to be performed 2 Westpac www westpar coni au EFTPOS FROM WESTPAL MERCHANT KONE TRADIHG AD
21. the soft key next to SEL or press ENTER to CARD NO confirm transaction to void SALE AMOUNT APPROVAL 26 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES TERMINAL DISPLAY PROCEDURE CARD VOID CONFIRM Confirm the VOID by pressing the soft key next to VOID TXN INV 123456 YES or pressing ENTER Otherwise select NO or i press CANCEL NO YES If cardholder is present Have the customer sign the SIGNATURE receipt If the signature matches the signature on the card press ENTER otherwise press CANCEL SIGNATURE CORRECT f A If this screen appears and the cardholder is not NO YES present press ENTER to confirm the Void NO or CANCEL will cancel the transaction RECEIPT DO YOU REQUIRE A ae GE eS a A oo CUSTOMER COPY o or pressing otherwise selec or press CANCEL NO YES Before completing the void check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 27 28 Void Receipt Westpac EFTPOS FROM WESTPAC MERCHANT NAME TRADING ADDRESS SUBURB STATE POSTCODE Ak MERCHAHT COPY Ek Merchant ID 21384441 Terminal ID 66686062 Date 16 MAY 16 Time 12 56 Inv ROC 686659 WBC VISA Credit AID AHGHG06063 1016 Card woe ZOZB
22. their card details e alist of the currencies that are available to DCC e an acceptance box that allows the Cardholder to indicate which currency is their home currency a disclosure stating l was given a choice to pay in AUD and my home currency my selection of the indicated currency for transaction currency is final note the conversion is being conducted by the merchant and l am aware that the exchange rate used for the currency conversion will be determined by the merchant at a later date without additional consultation The rate applied includes a margin of 3 this margin is not an additional fee but rather replaces the rate that will be applied if the transaction is completed in Australian Dollars The Cardholder will need to indicate their home currency and sign to confirm the above statement If the currency indicated by the Cardholder is not a currency available on the terminal you cannot process the transaction as DCC Currencies offered are American Dollars USD Canadian Dollars CAD British Pounds GBP Euros EUR Japanese Yen YEN New Zealand Dollars NZD Singapore Dollars SGD and Hong Kong Dollars HKD DCC Telephone Orders If you are approved to process MOTO transactions then you are able to process DCC transactions via the MOTO function on your terminal for orders that are received over the telephone If you choose to process transactions like this you must attempt to process the transaction while the
23. 00 TOTAL 60 00 Tnv ROCH 000071 10 HAY 16 13 15 CRO 4364712041192030 06 12 VISA COMPLETION APPROVED 08 Auth ld 982845 Sale 56 00 lip 54 00 TOTAL 560 00 EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 6 8 How to Print Tip Report This report can be printed many times during the settlement period Once the terminal settles the tip report will be reset Printing a tip report does not cause a terminal settlement Note The tip report can only be printed from current settlement period TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT REPORTS 1 TXN LISTING 2 SUBTOTAL REPORT 3 SHIFT TOTALS wa Press REPORTS Press 1 for TRANSACTION LISTING and press ENTER PRINT TXN LISTING 1 ALL TRANSACTIONS 2 SALE WITH TIP 3 SALE WITHOUT TIP 4 PRE AUTH REPORT Z 5 STORED TXNS Press 2 and ENTER to print a list of transactions with TIPS PRINT TXN LISTING WAS TXN PRINTED OK NO YES Select YES or press ENTER to confirm receipt was printed correctly Selecting NO will prompt the terminal to print the receipt again EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 59 Tip Report EFTPOS SALE WITH TIP LIST Merchant ID 21384441 Terminal ID 66666603 14 30 18 MAY 16 Inv ROCH O6G063 10 KAY 10 13 03 CRD a 20300 VISA SALE APPROVED 08 Auth Id 192844 Sale 25 00 Tie 5 00 TOTAL 30 00 Im ROCH OGOD64 10 MAY 10 13 63 CRO O30 VISA SALE APPROVED 00
24. CLEAR EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 29 30 TERMINAL DISPLAY PROCEDURE CONFIRM AMOUNT KEY PIN amp OR ENTER SALE 25 00 a I Confirm the total amount by pressing the soft key Tip 5 00 next to YES or ENTER otherwise select NO Se or press CANCEL TOTAL AUD 30 00 NO YES Tip 5 00 TOTAL 30 00 Where prompted have the cardholder key in their PIN and press ENTER or just press ENTER PLEASE REMOVE CARD COMMS The terminal is connecting to the bank and Sending Req processing the transaction SIGNATURE If signature is required remove the card from the PLEASE REMOVE CARD terminal Have the customer sign the receipt SIGNATURE CORRECT If the signature matches the signature on the card i press ENTER Otherwise press CANCEL NO YES NO or CANCEL will cancel the transaction RECEIPT men Ee ati CUSTOMER COPY o or pressing otherwise selec o press CANCEL NO YES If a chip card was inserted and is yet to be removed CHIP CARD this prompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is not removed Note The entering of PIN on credit is optional Allow the cardholder to enter their PIN at the terminal prompt If the cardholder bypasses PIN entry a signature will need to be obtained to authorise the transaction A PIN on Debit is mandatory If the terminal rea
25. CTLESS READER TERMINAL DISPLAY PROCEDURE DATE TIME Enter the amount on the WELCOME terminal as per your normal ENTER AMOUNT procedure PRESENT CARD The cardholder should TAP INSERT SWIPE CARD hold their card against SXX XX the reader If there is an error with the UNABLE TO PROCESS TAP INSERT SWIPE CARD reader reading the card this INSERT SWIPE CARD INSERT SWIPE CARD PLEASE TRY AGAIN The cardholder should PRESENT CARD TAP INSERT SWIPE CARD hold their card against the SXX XX reader again If the error re occurs the cardholder will be NO CONTACTLESS prompted to insert swipe their card on the terminal Complete the transaction as per normal procedures EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 77 7 6 Dynamic Currency Conversion 7 6 1 Introduction If your terminal is enabled for Dynamic Currency Conversion DCC you are able to process transactions in the cardholder s home currency This is only offered on credit transactions on MasterCard and Visa for the following currencies United States Dollar USD Canadian Dollar CAD Euros EUR Pounds Sterling GBP Japanese Yen JPY Singapore Dollars SGD Hong Kong Dollars HKD and New Zealand Dollars NZD Note The cardholder must be given the choice to pay in Australian Dollars AUD or in their home currency If the cardholder chooses to continue in their home currency the following statement will app
26. DRESS SUBURB STATE POSTCODE kk MERCHANT COPY x x flerchant ID 21384441 Terminal ID 66606003 Date 23 JUH 19 Time 11 18 Inv ROC H 900018 Los VISA Credit ABABOBBBNI1016 Se e BIB CK Account Tyre Credit SALE 275 64 Tip TOTAL HVPERCOM HAWKO APPROVED B With Signature Auth ID 804029 TC BD53460D4B88618D6 A signature is required regardless of whether a tip is added or not EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 33 TERMINAL DISPLAY PROCEDURE DATE TIME Press FUNCTION ENTER AMOUNT MERCHANT FUNCTION ENTER FUNCTION Press 9 and then ENTER for TIP ADDITION l CLEAR TIP ADDITION ENTER INV ROC NO AND PRESS ENTER Key in the INV ROC number printed on the receipt of the original transaction and press ENTER CLEAR SALE INV XXXXXX AE ANTE The chosen transaction details will be displayed DATE TIME S CARD ACCOUNT Press the soft key next to SEL to confirm SL I A CARD NO transaction to have tip added SALE AMOUNT APPROVAL CARD SALE SALE AMOUNT 25 00 ENTER TOTAL AMOUNT Key in the total amount of the transaction 1 0 00 i e Sale plus Tip and press ENTER e CLEAR 34 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES TERMINAL DISPLAY PROCEDURE CONFIRM AMOUNT SALE 25 00 i N Confirm the total amount by pressing the soft key Tip 5 00 next to YES or ENTER otherwise sele
27. EPORT 5 STORED TXNS Press 1 for TRANSACTION LISTING and press ENTER Press 1 and ENTER to print all transactions To print certain transaction types only press the number corresponding to the transaction type and press ENTER NO PRINT TXN LISTING WAS TXN PRINTED OK YES Select YES or press ENTER to confirm receipt was printed correctly Selecting NO will prompt the terminal to print the receipt again EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 57 Transaction Log Gens TRANSACTION LIST Merchant ID 21384441 e ID 66066663 MAY 1 8 E mg 30 e Bale Inv ROCH 606061 aa 2030000 REFUND Auth Id Sale TOTAL Tny ROCH 000067 20380C REFUND Auth Id Sale TOTAL nv RGCH 000059 2030 c EN a H TOTAL a Inv ROCH 000009 14 23 16 wm Fi H 8 ng VISA APPROVED 00 630549 16 MAY 16 12 59 CHO VISA APPROVED OB 681185 0 00 20 00 20 00 10 MAY 10 12 51 CRO UI APPROUEDCOB 814217 50 00 550 00 19 MAY 16 12 52 Ca LISA IKEA 043649 50 00 30 00 18 MAY 10 12156 CRO VISA APPROVED 08 46624 10 MAY 10 13 12 M A647 12041192030 cK 06 12 VISA PRE AUTH APPROVED AD Auth Id 982845 Sale 36 00 TOTAL 36 00 Inv ROCA 000070 1R Mau 36 0 TOTAL 56 00 Inv ROCH 906070 16 MAY 10 13 13 CRD 4564712041192030 06 12 VISA COMPLETION APPROVED 08 Auth Id 670880 Sale 56 00 Tip 4
28. GNATURE terminal Have the customer sign the receipt If the PLEASE REMOVE CARD signature matches the signature on the card press SIGNATURE CORRECT the soft key next to YES or ENTER Otherwise press NO YES the soft key next to NO or CANCEL NO or CANCEL will cancel the transaction RECEIPT l DO YOU REQUIRE A Se a to Ve x e a ae a CUSTOMER COPY ustomer copy If not required press the soft key next to NO or press CANCEL NO YES Ifachip card was inserted and is yet to be removed CHIP CARD this prompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is not removed Note The entering of PIN on credit is optional Allow the cardholder to enter their PIN at the terminal prompt If the cardholder bypasses PIN entry a signature will need to be obtained to authorise the transaction A PIN on Debit is mandatory If the terminal reads OVER EFB LIMIT please refer to Section 8 1 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 19 Before completing the sale check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes Approved Receipt approved with PIN Approved Credit Card Receipt 20 no signature required Westpac www westpac ton ay EFTPOS FROM WESTPAC MERCHANT WS TR DIHG ADDRE
29. HAME EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 81 82 If the terminal cannot complete the transaction you may be asked if you would like to continue the transaction in Australian Dollars AUD as follows DCC FAILED PROCESS IN AUD Ensure the cardholder is happy to proceed in Australian Dollars Press Enter to continue Pressing No or Cancel will cancel the transaction NO YES CARD SALE TOTAL AUD 5 00 If the cardholder chooses to continue in Australian Dollars the PIN entry screen will appear with the original AUD amount KEY PIN amp OR ENTER 7 6 4 DCC Subtotals You can print a subtotal of all the DCC transactions processed since the last terminal settlement This function will print a report of all DCC transactions by currency performed since the last settlement without resetting the totals in the terminal TERMINAL DISPLAY PROCEDURE DATE ENTER AMOUNT TIME Press Reports REPORTS 1 TXN LISTING 2 SUBTOTAL REPORT 3 SHIFT TOTALS NA Press 2 for Subtotal and press Enter HOSTS 1 WSB 2 DCC Press 2 for DCC and press Enter The DCC Subtotal report will print EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS DCC Subtotals Report x Merchant ID 21384441 Terminal ID 64088669 Date 19 OCT 11 Time 16 22 MASTERCARD i Sales aad 32 008 Totals 32 08 UISA Sales gaa
30. MINAL FEATURES OPTIONS Approved DCC Sales Receipt approved with PIN Westpac www westpac com au EFTPOS FROM WESTPAC MERCHANT NAME TRADING ADDRESS SUBURB STATE POSTCODE kkk MERCHANT COPY rk Merchant Ip 71384441 Terminal ID 64080869 Date 19 OCT 11 Time 16 15 Tnu ROE H GbbB65 STAH H 666818 PRH 161504000018 HASTERCARD AID AHBABHHbG41014 MasterCard Card nan ISBACCH Account Type Credit SALE AUD 5 66 Trans Currency HZD Exch Rate 1 3219 Curr Conv Fee 3 60887 TOTAL HZD 6 66 I have been offered a chotce of currencies and arge to pay in NEW ZEALAND vhe above statenent 1 s s a w w k a u ee mameya M UATR Dpi1 EKI APPROVED gu uih ID 885752 t DSBC E6865 SHE AFED Dgnanic Currency Conversion O is offered by MERCHANT HAME Approved DCC Sales Receipt approved with signature kus ie wwuwestpa EFIPOS FROM WESTPAC E HE ING ADDRESS SuBUR AS POSTCODE XK MERCHANT COPY dk flerchant Tb 2138444341 2 Terminal IB 64660069 Date 19 OCT 11 Time 16 15 Inu R C H 069986 SIAH Gsany15 PRH 161544080619 HASTERCARE Card f e BBBD5S C SRA Account Tyre Credit SALE AUD 5 68 Trans Currency HZD Exch Rate 1 3319 Curr Conv Fee 3 088007 TOTAL H2D 6 66 T have been offered a choice of currencies and afree a pay in NEW ZEALAND l agree la the above statenent 1 EE HE SHED APPROVED 88 With Sisgnature uth IB 845794 Ognanic mar ean ND MERCHANT
31. OS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 69 To cancel the preset amounts TERMINAL DISPLAY PROCEDURE DATE TIME 1 50 8 00 3 20 Press Function 5 00 SELECT ENTER AMOUNT MERCHANT FUNCTION ENTER FUNCTION Press 45 and then ENTER for pre set input function gr CLEAR PRESET INPUT FUNCTION DISABLE PRE SET AMOUNTS Select YES or press Enter to disable preset amounts NO YES DATE TIME The regular idle screen will display ENTER AMOUNT 70 EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 7 5 Contactless Payments 7 5 1 Introduction The contactless reader is designed to make payments faster and easier for both you and the cardholder It allows contactless cards to be used without being inserted into or swiped through the EFTPOS terminal Contactless cards are embedded with an antenna which allows the card to be read within four centimetres of the reader It also allows small ticket purchases to be completed without PIN or Signature verification dependent on the rules of the card issuer Ifthe cardholder does not possess a contactless card then the terminal will need to be used to read the card i e the card will need to be inserted into or swiped through the terminal in the usual manner Refer to Section 5 0 Transaction Procedures for more information Please contact our sales area if you would like to discuss this op
32. RCHANT HARE TRADIHG ADDRESS SUBURB STATE FOSTCODE Ek MERCHAHT COPY kak Merchant ID 21384441 Terminal ID 66066803 EI Date 16 JUH 10 Time 14 47 Inv ROC 808815 DEBIT deeg Card 456471 A36ies Account Tyre Chesue SALE 24 BA TOTAL AUD 24 80 Kkkk DUPLICATE Aan APPROVED an Auth ID 084538 EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 6 5 How to Reprint Specific Transaction This function will allow the operator to reprint a specific transaction Note Reprint of a specific transaction can only be done from current settlement period TERMINAL DISPLAY PROCEDURE DATE TIME Press FUNCTION ENTER AMOUNT MERCHANT FUNCTION ENTER FUNCTION Press 6 and then ENTER for REPRINT options CLEAR REPRINT 1 LAST RECEIPT Press 2 for INVOICE and then press ENTER 2 INVOICE REPRINT RECEIPT ENTER INV ROC NO Key in the INV ROC number of the receipt you wish AND OR PRESS ENTER to print and then press ENTER The receipt will print CLEAR EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 55 56 6 6 How to View Transactions This function allows the operator to view all the transactions that have not been settled TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT MAIN MENU LOGON 2 BATCH 3 TERMINAL 4 REPRINT Press MENU Press 2 to select BATCH and press ENTER BATCH SETTLEMENT 2
33. S SUBURB STATE POSTCODE kkk MERCHAHT COPY kk Merchant ID 721384441 Terminal ID 66800683 Date 16 WAY 16 Time 12 38 Inu ROC ER 088858 VISA Gei Card ao ZAC e Account Tyre Cheaue SALE 75 06 Cash 5 66 TOTAL AUD 30 BA APPROVED B Auth ID 636549 signature required keete Wawa west EFTPOS FROM WESTPAC MERCHANT HAME TRADING ADDRESS SUBURB STATE POSTCODE KX MERCHAHT COPY Xxx Merchant ID 721384441 Terminal ID 66000803 Date 18 MAY i Tine 12 39 Inv ROC 900059 WBC VISA Credit AID BB00080800083180810 Card n ZOZJACCKI Account Type Credit SALE 75 06 TOTAL UDs25 B HUPERCORZTAUKD APPROVED D With Si9nature Auth ID 466247 TC A1362996AA4AFABC EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 5 2 How to Process a Cash Only Transaction If Cash is enabled on the terminal customers can be given cash out Cash is available from cheque and savings accounts only TERMINAL DISPLAY PROCEDURE DATE TIME Press ENTER ENTER AMOUNT TRANSACTIONS 1 TIP ADDITION 2 CASH 3 REFUND Press 2 and then ENTER to select CASH 4 VOID 5 PRE AUTH Z 6 COMPLETION CASH ENTER CASH AMOUNT Key in the CASH AMOUNT and press ENTER 0 00 CLEAR Insert the customer s chip card into the chip card CASH reader INSERT SWIPE CARD Or Swipe the customer s card through the card reader SELECTAE COUNT Press the soft key besi
34. SPLAY PROCEDURE STORED TRANSACTION S ENTER AMOUNT Press the FUNCTION key MERCHANT FUNCTION ENTER FUNCTION ee CLEAR Press 23 and ENTER Advice Upload 0001 0004 This screen will appear whilst the transactions are sent to the host Time taken depends on the number of transactions stored in the terminal 90 EFTPOS PROFESSIONAL USER GUIDE MINIMISING FRAUD 8 2 Manual Fall Back The EFTPOS Professional terminal supplied to you is very reliable and Westpac is committed to ensuring its smooth operation is maintained Any problems should be promptly reported to our helpdesk If your terminal fails to function correctly you may revert to manual fall back Before Performing a Fall Back Transaction For credit cards if the transaction is over your Floor Limit call 132 415 for authorisation If you are unsure of your Floor Limit for credit cards please refer to your Letter of Offer or check your recent merchant statement For debit cards if the transaction is over your Floor Limit find an alternate means of payment If you are unsure of your Floor Limit for debit cards please refer to your Letter of Offer Minimum Requirements You must complete all sales details on the voucher The completed voucher must be signed by the customer and the signature compared with that appearing on the reverse of the card If the signature does not match or you are in any doubt as to the authent
35. TER INV ROC NO AND PRESS ENTER Key in the INV ROC number of the Pre Auth receipt and press ENTER CLEAR COMPLETION INV XXXXXX MERCHANT NAME DATE TIME EXP The pre authorisation details will display SEL CARD ACCOUNT Press ENTER to confirm details CARD NO PRE AUTH AMOUNT APPROVAL EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 43 44 TERMINAL DISPLAY PROCEDURE CARD COMPLETION PRE AUTH AMT 56 00 ENTER COMPLETION AMT Key in the completion amount and press ENTER 0 00 e CLEAR CARD COMPLETION ENTER TIP AMOUNT If your terminal is enabled for tips this screen may 0 00 appear Key in the tip amount and press ENTER or just press ENTER e CLEAR CONFIRM AMOUNT COMPLETION 56 00 Tip 4 00 If prompted press the soft key next to YES or eee ENTER to confirm COMPLETION amount TOTAL AUD 60 00 NO YES SIGNATURE Have the customer sign the receipt If the signature matches the signature on the card press ENTER See Otherwise press CANCEL NO or CANCEL will NO YES cancel the transaction RECEIPT Print a customer copy by pressing the soft key next DO YOU REQUIR i A A e to YES or pressing ENTER otherwise select NO or press CANCEL NO YES Before completing the sale check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of t
36. Terminal ID 66880643 Date 16 MAY 16 Time 12 52 Inv ROC mn BDDB62 VISA GE Card ane ZO3BCC Account Tyre Credit REFUHD 50 06 TOTAL AUD 50 0A APPROVED 88 uth ID 843649 Approved Refund Receipt signature required Kosa EFTPOS FROM WESTPAC MERCHANT HAME TRADIHG ADDRESS SUBURB STATE POSTCODE XXX MERCHAHT COPY Et Merchant ID 21384441 Terminal ID 66886083 Date ig MAY 16 Time 12 51 Inv ROC anag6s1 VIS R Card n COSOC CH Account Tyre Credit REFUHD 50 60 TOTAL AUDS50 50 HYPERCOMZHAWKO APPROVED 88 With SiSnature uth ID 814217 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 25 5 4 How to Void a Transaction The Void function can be carried out on credit or charge cards to reverse a transaction that has not yet settled Note e Debit cards and pre authorisation transactions cannot be voided TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION C L CLEAR Press 5 and then ENTER for VOID VOID ENTER INV ROC NO Key in the INVOICE ROC Record of Charge number AND PRESS ENTER printed on the receipt of the original transaction and press ENTER CLEAR Enter Refund Void Pswd MERCHANT NAME Key in the VOID PASSWORD and press ENTER e CLEAR VOID INV XXXXXX MERCEIAN NAWIE The chosen transaction details will be displayed DATE TIME SEL CARD ACCOUNT Press
37. VIS EFTPOS Professional Hypercom Dial Up Countertop GPRS User Guide Phone Numbers Westpac Merchant Business Solutions Help Desk 1800 029 749 Service Sales and Support 24 hours a day 7 days a week Terminal Difficulties e Stationery Orders Manual Credit Card Authorisations 132 415 MasterCard Visa 24 hours a day 7 days a week American Express Authorisations 1300 363 614 Diners Club Authorisations 1800 331 112 JCB Authorisations 1300 363 614 Cardholder Behaving Suspiciously 132 415 Extension 500 Note When one of our operators asks you to retain a card please always ensure your personal safety first Do not comply with the request if you or anyone else is placed at risk Merchant details Please complete the details below for your merchant facility Trading name Merchant number Floor limit For face to face transactions If your terminal is enabled for Electronic Fallback EFB transactions your floor limit is for credit card transactions for debit card transactions For mail telephone order instalment recurring transactions for merchants where approved 0 All Internet transactions 0 Contents 1 0 1 1 1 2 1 3 2 0 2 1 2 2 2 3 2 4 2 5 2 6 3 0 4 0 AA 4 2 4 3 4 4 5 0 5 1 5 2 5 3 5 4 5 5 5 6 5 7 5 8 5 9 I trOd cti W uuuuu uuu 2 Merchant Responsibility for Equipment a
38. ard 1 Check the terminal is displaying the message INSERT SWIPE CARD Hold the card face up with the chip towards the terminal Insert the card as far as it will go into the reader and continue processing the transaction Leave the card in the terminal until prompted to remove ei a N Ifthere is an error with reading the chip on the card the terminal may prompt you to swipe the card 12 EFTPOS PROFESSIONAL USER GUIDE PROCEDURES 4 22 Swiping a Magnetic Stripe Card The magnetic stripe reader is located on the right hand side of the terminal Magnetic Stripe Card Bi directional Card Reader 1 Check the terminal is displaying the message INSERT SWIPE CARD 2 Hold the card upside down with the magnetic stripe facing inwards 3 Swipe the card smoothly through the card reader in either direction Ensure the whole magnetic stripe is swiped through the reader 4 If there is no response from the terminal or CARD ERROR message is displayed swipe the card again You might need to swipe faster or slower 5 If you swipe a chip card the terminal will beep and prompt you to insert the card 4 3 Operating Training Mode Training mode helps you train new staff members in the operation of the terminal Training Mode can be initiated at any time during the day without affecting live value totals During Training Mode the terminal will not connect to the Host but will perform all transactions offline Transactions performed in
39. ch have occurred TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION Press 8 and then ENTER for SETTLEMENT options L CLEAR SETTLEMENT 1 SETTLEMENT Press 2 to print the last settlement 2 LAST SETTLEMENT For more available dates press 4 for 3 NEXT SETTLE LAST 7 SETTLEMENT Z A LAST 7 SETTLEMENT SELECT SETTLE DATE 1 DD MM YYYY AAA The last seven settlement dates will be available 2 DD MM YYYY You can press the soft key next to the arrows to 3 DD MM YYYY scroll through to more dates Press the number 4 DD MM YYYY next to the date required on the keypad and press 5 DD MM YYYY ENTER to reprint Z 6 DD MM YYYY 52 EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 6 4 How to Reprint Last Transaction This function will reprint the receipt of the last transaction performed The receipt will have Duplicate printed on it Note e This can only be done from the current settlement period TERMINAL DISPLAY PROCEDURE DATE TIME Press FUNCTION ENTER AMOUNT MERCHANT FUNCTION ENTER FUNCTION Press 6 and then ENTER for REPRINT options wai P a CLEAR REPRINT 1 LAST RECEIPT I Press 1 to reprint the last receipt 2 INVOICE EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 53 54 Receipt Reprint Westpac www westpactom au EFTPOS FROM WESTPAC ME
40. ct NO m or press CANCEL TOTAL AUD 30 00 NO YES RECEIPT Print a receipt by pressing the soft key next to PRINT RECEIPT YES or pressing ENTER otherwise select NO NO YES or Dress CANCEL AE The terminal will return to this screen ENTER INV ROC NO To continue entering Tips key in the next INV ROC AND PRESS ENTER number Otherwise press CANCEL to return to the CLEAR Note At this step if you enter an amount other than the sale amount plus tip and that amount is less than the original sale amount the terminal will read that entry as being the tip amount EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 35 36 Tip Addition Receipt Westpac www westpac com au EFTPOS FROM WESTPAC MERCHANT HAME TRADING ADDRESS SUBURB STATE POSTCODE 4 MERCHANT COPY k Merchant ID 21384441 Terminal ID 66666663 Date 63 JUH 10 Time 16 83 Inv ROC 000689 WBC VISA Credit ATD ADB08800800210810 Card 2836Cc3 Account Type Credit SALE 75 64 Tie 4 36 TOTAL AUDS24 60 APPROVED ag Auth ID 275457 TC 7497 ASBAASOUBD ZF EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 5 7 How to Process a Mail Telephone Order e Commerce Transaction Transactions initiated by mail or telephone are known as MOTO Mail Order or Telephone Order transactions ECOM Electronic Commerce transactions are those initiated over the Internet MOTO and ECOM transactions can be processed on credit and charge cards only a
41. de the account type needed CHEQUE SAVINGS Note CREDIT is not an option CARD CASH TOTAL 20 00 When prompted have the cardholder key in their PIN and press ENTER KEY PIN amp ENTER EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 21 22 TERMINAL DISPLAY PROCEDURE COMMS The terminal is connecting to the bank and Sending Req processing the transaction RECEIPT l over ye a CUSTOMER COPY o or pressing otherwise selec o press CANCEL NO YES CHIP CARD If a chip card was inserted please remove the card from the terminal at this prompt The terminal will PLEASE REMOVE CARD beep as a reminder if the card is not removed Before completing the sale check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes Cash Only Receipt keen EFTPDS FROM WESTPAC PERCHA HAME TRADING ADDRESS SUBURB STATE POSTCODE ZK MERCHANT COPY tt Merchant ID 721384441 Terminal ID 66666063 Date id MAY 16 Time 12 50 Inv ROC 998060 VISA nt Card we ZZ Ce Account Ture Chesue CASH 20 66 TOTAL AUD ZO ga APPROVED og Auth ID 681185 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 5 3 How to Process a Refund Refunds may only be processed where there was an initial valid transaction on the same
42. ds OVER EFB LIMIT please refer to Section 8 1 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES Before completing the sale check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes Approved Sale with Tip Receipt approved with PIN Approved Sale with Tip Receipt no signature required Westpac wwu westpac com au EFTPOS FROM WESTPAC MERCHAHT HAME TRADING ADDRESS SUBURB STATE POSTCODE kk MERCHANT COPY KKK Merchant ID 21384441 Terminal ID 66800603 Date 10 MAY 18 Tine 13 03 Inv ROC D 808063 WBC VISA Credit AID BB06000808310618 Card ous ZOZ3OCC I Account Tyre Credit SALE 75 08 Tie 5 00 TOTAL AUDS36 86 APPROVED g Auth ID 192044 TC 5E1999205738C7CE signature required Alfestpac www westpac com au EFTPOS FROM WESTPAC ee E TRADIt DDRES SUBURB STATE POSTCODE XXX MERCHANT COPY AE Merchant ID 21384441 Terminal ID 66066663 Date 18 HAY 16 Time 13 83 Inv ROC H 8086064 WBC VISA Credit AID 0 8B8D06000031010 Card 2B3D Cc 5 Account Tyre Credit SALE 25 00 Tie 5 00 TOTAL AUD 3A GA HYPERCOM HAWKO APPROVED 60 With Si9nature Auth ID 944575 TC 88CD8 2Z6F7B87B9 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 31 5 6 How to Process a Tip Addition A tip addition
43. ear on the receipt and the cardholder must acknowledge and sign regardless of whether the transaction was approved with or without PIN I have been offered a choice of currencies and agree to pay in home currency l agree to the above statement DCC is available on the following transaction types e Purchase e Purchase with Tip Tip Addition is not available e Void e Refund Pre Authorisation amp Completion Mail Telephone Order DCC is not available for Contactless transactions see Section 7 5 Contactless Transactions If DCC is required the card will need to be inserted into or swiped through the terminal If DCC is selected the transaction receipt merchant copy and customer copy will display the AUD amount exchange rate and the foreign amount For DCC transactions processed you will be settled in the AUD equivalent while the cardholder will be charged in their home currency Their card will be charged the amount that appears on the receipt 78 EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 7 6 2 MOTO DCC Transactions DCC Mail Orders If you are approved to process MOTO transactions then you are able to process DCC transactions via the MOTO function on your terminal for orders that are received via the mail If you would like to offer your customers the opportunity to pay in their home currency you must include the following information on the form where they provide
44. el terminal s monocable see fig 2 The other end of the cable has a 9 pin connection that is inserted into an available COM port on the cash register see fig 3 Generally these ports are at the back of the register Note The interface cable uses a 9 pin COM port If a 25 pin COM port is to be used then a suitable adaptor must be purchased Westpac does not supply this adaptor Figure 1 Interface Cable 6 Flat Connector 9 Pin Connector Figure 2 Cable Connector Cable ae Ss E 1 9 Pin Com Ports If your cash register point of sale vendor does not currently support interface to the terminal but you would like to find out more please contact the Merchant Business Solutions Helpdesk for further information You can be supplied with the interface specifications which can then be provided to your vendor giving instructions on how they need to setup their equipment to talk to the terminal EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING 10 0 Minimising Fraud At Westpac we take fraud seriously and you should too Fraud can cost your business significant amounts of money and certain types of merchants based on the types of goods sold are more prone to fraudulent transactions than others We believe it is essential for you to have a sound understanding of credit card fraud how it can be detected and how it can be prevented And because we do consider that c
45. eport A report will print SHIFT TOTALS RESET SHIFT TOTALS NO YES To continue with the current shift press the soft key next to NO or press CANCEL 62 EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS Shift Report Westpac westpac Com au MERCHANT HAME SUBURB STAT POSTCODE SHIFT SUB TOTALS Merchant ID 21384441 Terminal ID 66806882 Date 16 WAY 14 Tine 14 31 From Date 16 HAY 18 Fron Time 13 15 MASTERCARD 0 60 VISA Sales 0032 2073 79 Cash 0082 25 00 lip 0007 28 00 Refund 9002 166 00 Totals 1976 79 DEBIT Sales 5002 30 00 Cash 0002 25 00 Totals 95 00 CREDIT Sales 0030 1993 79 lip 0007 28 00 Refund 0002 100 60 Totals 1921 79 DEBIT CREDIT Sales 0032 2023 79 Cash 0007 25 00 lip 0007 78 00 Refund 0002 100 00 NET TOTALS 1976 79 AMEX 0 00 DIHERS 0 00 JCB 0 68 PREAUTH Sales 3061 36 00 Totals 56 60 EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 63 64 7 0 Additional Terminal Features Options Z1 Multi Merchant Facilities A multi merchant facility is one whereby a terminal is loaded with more than one merchant This allows more than one business to transact via the one terminal This is ideal for businesses who trade from the one location but require separate accounts for example doctors surgeries If your terminal is set up as a multi merchant facility the transaction flow will vary slightly from the procedure
46. ess or Company Logo displayed on your terminal s To display your logo on the terminal you will need to provide the Bank with a copy of the logo in the following format e Bitmap file e Monochrome format 128 pixels wide x 60 pixels high You will have the choice to Display the logo on the terminal and print on the Cardholder receipt e Display the logo on terminal screen but not print on the Cardholder receipt e Not display on the terminal but print the logo on the Cardholder receipt To set up a logo you will need to contact the Westpac Merchant Helpdesk 7 4 Pre Set Amounts You are able to programme the soft keys on the terminal with specific dollar values This feature allows you to enter commonly used values at the touch of a button The amounts will be displayed on the screen next to the soft keys You can programme up to six different amounts Pressing the soft keys multiple times allows cumulative values to be added also To set up your soft keys TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press Function MERCHANT FUNCTION ENTER FUNCTION Press 45 and then ENTER for pre set input function e CLEAR PRESET INPUT FUNCTION ENABLE PRE SET AMOUNTS Select YES or press Enter to enable preset amounts NO VES EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 67 TERMINAL DISPLAY PROCEDURE EDIT PRESET AMOUNTS 1 0 00 2 0 00 3 0 00 P
47. ettlement 84 EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS TERMINAL DISPLAY PROCEDURE RESPONSE SETTLEMENT COMPLETE will print DCC Settlement Report Safe ipa Merchant ID 21384441 Terminal ID 64890669 Date 19 OCT 11 Time 16 25 MASTERCARD Sales 0005 32 80 Totals 37 66 VISA Sales Dt 9 50 Totals 8 56 Sal 4050 HET roTALS 40 30 PREAUTH 8 00 FOREIGH CURRENCY SUMMARY HEN ZEALAHD MasterCard 8004 JAPANESE VEH Visa gani Jet FOUHG STERLING Hasterlard a GHP EB Di APPROVED an Settlement Complete Vlog 64 This screen will display once settlement is completed successfully and the Settlement Report EFTPOS PROFESSIONAL USER GUIDE FALL BACK SALES PROCEDURES 85 7 6 6 DCC Currency Rates The exchange rates in the terminal will update automatically at the time of the DCC settlement However you are able to update the rates manually at any time You can also print a report of the current rates To manually update the rates TERMINAL DISPLAY PROCEDURE CURRENCY RATES UPDATE UPDATE CURRENCY RATES NO YES DATE TIME Press Function ENTER AMOUNT MERCHANT FUNCTION ENTER FUNCTION Press 34 and then ENTER to update the currency rates SS CLEAR Select Yes or press Enter to update the currency rates This will take a couple of minutes A receipt will print to confirm update has occurred successfully
48. ged lost or stolen you will be charged for their replacement EFTPOS PROFESSIONAL USER GUIDE INTRODUCTION 2 0 Getting Started 2 1 EFTPOS Professional Terminal The EFTPOS Professional terminal is a complete unit The terminal operates as a PINpad for the customer and has an internal thermal printer for fast quiet printing Soft Keys Reports Key Menu Key Function Key Magnetic Stripe Reader Paper Feed Key Cancel Key Enter Key Clear Key Chip Card Reader The SOFT keys are used to select options displayed on the terminal Soft Keys screen and to move up and down through the menu options displayed on the screen COLEGA The REPORTS key accesses the Reports menu Menu Key The MENU key allows access to the terminal menu for various functions TUGE The FUNCTION key is used to access the terminal functions Mag Stripe Reader Where a cards magnetic stripe is swiped through the terminal Paper Feed The FEED key performs a 10mm paper feed The CANCEL key is used to cancel the current function and return the Cass Key terminal to the idle state The ENTER key is used to confirm data entered or displayed and to ter Key Enten Key select menu options The CLEAR key is used to cycle backwards through the transaction Clear ss steps if an error is made Chip Card Reader Where a chip card is inserted EFTPOS PROFESSIONAL USER GUIDE GETTING STARTED 3 2 3 Connecting the Terminal To con
49. he error code is available in Section 11 2 Response Codes EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 5 9 2 Using the Authorisation ID TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION LE CLEAR COMPLETION ENTER INV ROC NO AND PRESS ENTER Press 3 and then ENTER for COMPLETION Press ENTER n CLEAR COMPLETION ENTER COMPLETION AMT 0 00 Key in the COMPLETION AMOUNT and press ENTER CLEAR COMPLETION ENTER AUD Key in the 6 digit Auth ID from the Pre Auth transaction receipt CLEAR Insert the customer s chip card into the chip card reader COMPLETION or Swipe the customer s card through the card reader INSERT SWIPE CARD Or Key in the card number expiry date and CCV if available for manual entry EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 45 46 TERMINAL DISPLAY PROCEDURE CARD COMPLETION ENTER TIP AMOUNT If enabled enter a tip at this prompt or just press 0 00 ENTER lt CLEAR CONFIRM AMOUNT COMPLETION 56 00 Tip 4 00 If prompted press the soft key next to YES or SSES press ENTER to confirm COMPLETION amount TOTAL AUD 60 00 NO YES SIGNATURE If a chip card was inserted remove the card at this PLEASE REMOVE CARD prompt Have the customer sign the receipt
50. icity of the cardholder another form of payment should be sought You must check the to and from dates to ensure the card has not expired You must ensure the card is presented and imprinted Banking The completed downtime vouchers together with an EFTPOS Merchant Summary voucher must be deposited with Westpac in the grey envelope for debit cards and in the blue envelope for credit cards on the first available business day You must retain copies of all vouchers for 12 months Vouchers can be charged back for late deposits If you require any additional information please contact Merchant Business Solutions on 1800 029 749 EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING 91 92 9 0 Interfaced EFTPOS The following section describes interfacing with the EFTPOS Professional terminal If you are using an interfaced terminal the instructions in the diagram below illustrate how to connect the terminal to the cash register or point of sale Instructions on configuring cash register to interface with the terminal will be provided by your cash register or point of sale supplier INTERFACED EFTPOS Interfaced EFTPOS from Westpac is a EFTPOS Professional terminal receiving transaction information from a computer based cash register The cable provided see fig 1 is required to connect the cash register The cable has a Flat connector on one end that is inserted into the RS232 Cable Connector SERIAL lab
51. ies to credit card transactions it cannot be charged on debit card transactions It will also not be charged on any tips if enabled which are added to a transaction The merchant surcharge will display on the transaction confirmation screen EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS TERMINAL DISPLAY PROCEDURE CONFIRM AMOUNT SALE 25 00 I Press the soft key next to YES or ENTER to confirm BEE 0 38 If incorrect press the soft key next to NO or GERS press CANCEL TOTAL AUD 25 38 NO MES To enable this feature you will need to contact our Merchant Helpdesk Note You must make your customer aware at or prior to the time of purchase of the percentage surcharge which will apply to the transaction You must display the merchant surcharge at your site EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 65 66 Receipt with Surcharging Enabled Westpac www westpac comau EFTPOS FROM WESTPAC MERCHAHT NAME TRADING ADDRESS SUBURB STATE POSTCODE kt MERCHAHT COPY kx Herchant ID 21384441 Terminal ID 66686003 Date 15 JUH 18 Time 16 38 Inv ROC 900612 WBC VISA Credit AID AGBGGGBAOZ1610 Card eae 2038060 Account Tyre Credit SALE 75 68 Nerch Surcharge 6 38 TOTAL AUD 2Z5 38 APPROVED ao Ruth ID 863079 TC 3FABBI41IDUGFBTEA EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 7 3 Merchant Logo You have an option to have your Busin
52. ion under and 3 User Three press ENTER 4 User Four You can scroll through the screens by pressing the 5 User Five soft key next to the arrows 6 User Six 10 EFTPOS PROFESSIONAL USER GUIDE TERMINAL USERS In order to ensure the latest information about the terminal s configuration is stored at Westpac you should complete the following upload when you add any Users to the terminal This will allow the terminal users to carry over into any swap over of your terminal without the need for you to re enter the details into the terminal TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press the FUNCTION button MERCHANT FUNCTION ENTER FUNCTION ge CLEAR Key in 24 and press ENTER TMS Upload TMS Upload Press the soft key next to YES or press ENTER to continue with the upload NO YES COMMS The terminal is connecting to Westpac s system to Connecting upload your terminal s information RESPONSE The terminal will print a receipt and then return to APPROVED the idle screen EFTPOS PROFESSIONAL USER GUIDE TERMINAL USERS 11 4 0 Procedures 4 1 Inserting a Chip Card When your terminal is enabled for chip card acceptance chip cards are inserted into the terminal and left there for the duration of the transaction The chip card reader is located at the bottom of the terminal below the keypad Chip Card Reader lt Chip C
53. isting Shift Total and Tip Report To set up Users TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION Key in 44 and then press ENTER CLEAR User IDs Enable User Prompts If this screen appears select YES to SET UP USERS NO MES Select DISPLAY ID 1 WAITER Press the number which corresponas to the title you 2 USER wish to use for the terminal s users You can also 3 DRIVER scroll through the options by pressing the soft key 4 OPERATOR next to the arrows NA Select USER ID 1 Press the number which corresponds to the USER ID 2 you wish to edit and press ENTER S 4 You can scroll through the screens by pressing the 5 soft key next to the arrows YP 6 EFTPOS PROFESSIONAL USER GUIDE TERMINAL USERS 9 TERMINAL DISPLAY PROCEDURE USER ID Enter USER ID Key in the name which you wish to assign to the 1 2 3 user up to 10 characters incl spaces SEL 4 5 6 Pressing the soft key next to SEL or the Alpha key will change the number keys to alpha keys 7 8 9 Keep pressing for more character options SE Your terminal will now prompt you to select a user ID after the amount for a transaction has been entered TERMINAL DISPLAY PROCEDURE Select USER ID 1 User One Press the number which corresponds to the USER 2 User Two ID you wish to process the transact
54. le to be processed at a later time Car rentals and hotels motels most commonly use this function Note Pre Authorisation transactions can only be performed on credit cards and charge cards and only where you have been authorised to do so Be sure to retain the receipt as it might be required to process the completion transaction The terminal retains pre authorisations for seven calendar days only The length of time funds are held on a customer s card varies depending on the rules set by the card holder s card issuer Once obtained a pre authorisation cannot be cancelled except by the card issuer or until the authorisation expires TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION Press 2 and then ENTER for PRE AUTH ei CLEAR PRE AUTH ENTER PRE AUTH AMOUNT 0 00 es CLEAR Key in the PRE AUTH AMOUNT and press ENTER Insert the customer s chip card into the chip card reader PRE AUTH Or Swipe the customer s card through the card reader INSERT SWIPE CARD r Key in the card number expiry date and CCV if available for manual entry 40 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES TERMINAL DISPLAY PROCEDURE CARD TOTAL 56 00 Where prompted have the cardholder key in their L PIN and press ENTER or just press ENTER KEY PIN OR ENTER
55. ll appear as a value is keyed in 0 00 Press ENTER to continue ge CLEAR If Purchase with Cash transactions are enabled on SALE the terminal you will see this screen Key in a cash ENTER CASH AMOUNT out amount and press ENTER The cash out amount 0 00 may be left at 0 00 by just pressing ENTER OO CLEAR Note Cash out is only available on cheque and savings accounts If presented with a chip card insert the customer s Card into the chip card reader Refer to Inserting a Chip Card in Section 4 1 CARD SALE OR INSERT SWIPE CARD i If presented with a magnetic stripe card swipe the customer s card through the card reader Refer to Swiping a Magnetic Stripe Card in Section 4 2 SELECT ACCOUNT CHEQUE Press the soft key beside the account type needed SAVINGS CREDIT 18 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES TERMINAL DISPLAY PROCEDURE CONFIRM AMOUNT KEY PIN amp OR ENTER SALE 25 00 If prompted confirm the amount by pressing the Cash 5 00 soft key next to YES or pressing ENTER otherwise KE select NO or press CANCEL TOTAL AUD 30 00 NO YES CARD TOTAL 30 00 Where prompted have the cardholder key in their PIN and press ENTER or just press ENTER PLEASE REMOVE CARD COMMS The terminal is connecting to the bank and Sending Req processing the sale If signature is required remove the card from the SI
56. n back on and retry the transaction e Contact Merchant Business Solutions if the problem persists IM SYSTEM ERROR Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists 100 EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING Code LC Display LOST CARRIER Cause Action e Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists ND DECLINED ND Press the Function key and then 23 and Enter e Contact Merchant Business Solutions if the problem persists NT PF NO DIAL TONE POWER FAIL Check telephone line connections to the terminal e Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists TO NO RESPONSE e Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists Y1 APPROVED e The transaction has been approved Y3 APPROVED e The transaction has been approved Zi CANNOT PAY Obtain another form of payment Z3 ISSUER UNAVAILABLE e Obtain another form of payment Z4 CANNOT PAY Obtain another form of payment
57. nal Settlement 49 How to Reprint Previous Settlements sas 52 How to Reprint Last Transaction 53 How to Reprint Specific UE ACTION ua a a kose 55 How to View Transactions 56 How to Print Transaction Log 57 How to Print Tip Report 59 nt cc cua EE yaaa 61 How to End a Shift uuu assays 61 How to Print a Shift Report Additional Terminal Features Options Multi Merchant Facilities 64 Merchant Surcharge 64 Merchant LOS 0 4 l uns L uuu ua 67 Pre Set Amounts 67 Contactless Payments 71 Dynamic Currency Conversion 78 Fall Back Sales Procedures 89 Electronic Fall Back 89 Sending Offline Transactions 90 Manual Fall Back 91 Interfaced EFTPOS 0 000101e 92 Minimising Fraud 93 CCV Security Codes 93 Trouble Shooting 95 Hardware Faults Response Codes EFTPOS PROFESSIONAL USER GUIDE 1 0 Introduction The EFTPOS Professional terminal allows online transactions to be processed for Debit Cards Savings and Cheque accounts Credit Cards Visa and MasterCard and Charge Cards American Express Diners Club and JCB To accept Charge Card transactions please contact the Charge Card provider The features of the EFTPOS Professional terminal include
58. nd Materials Provided 2 Cancellation of Facility 2 Damaged Lost or Stolen Equipment u deen 2 Getting Started 3 EFTPOS Professional Terminal 3 Keyboard LayQ0Ut uu asassaysasgaya 3 Connecting the Terminal 4 Printer and Paper Load Function 5 Terminal Maintenance 7 Passwords Terminal Users 9 Procedures 12 Inserting a Chip Card 12 Swiping a Magnetic Stripe Card 13 Operating Training Mode eesee 13 Locking Unlocking Terminal Keyb 6ard 2 su eegec 17 Transaction Procedures 18 How to Process a Sale 18 How to Process a Cash Only WANS ACTION E How to Process a Refumd How to Void a Transaction 26 How to Process a Sale with Tip 29 How to Process a Tip Addition 32 How to Process a Mail Telephone Order e Commerce Transaction 37 How to Process a Pre Authorisation 40 How to Process a Completion 43 5 9 1 Using the Invoice ROC Number 43 5 9 2 6 0 6 1 6 2 6 3 6 4 6 5 6 6 6 7 6 8 6 9 6 9 1 6 9 2 7 0 7 1 TZ 7 3 7 4 7 5 7 6 8 0 8 1 8 1 1 8 2 9 0 10 0 10 1 11 0 11 1 11 2 Using the Authorisation ID 45 Reporting Functions 48 How to Print a Subtotal Report 48 Termi
59. nect the terminal a Remove the wiring clip as shown Wiring Clip C b Landline terminal only T4220 Using the monocable Monocable i Insert the RJ 11 cable LINE label into the LINE blue port Connect the telephone cable into the RJ 11 connector box LINE label and connect the other end of the telephone cable into the telephone wall socket ii Insert the middle cable into the POWER red port Connect the power adaptor into the power connector on the other end of the curly cord iii Insert the RS232 cable SERIAL label into the SERIAL green port This is used to interface your terminal See Section 9 0 for more information on this functionality Labeled Ports 4 EFTPOS PROFESSIONAL USER GUIDE GETTING STARTED c Countertop Mobile only T4230 This terminal uses a SIM card and communicates via the Telstra GPRS mobile network so no telephone cable is needed An authorised SIM card is required to process transactions on the terminal via the GPRS network Westpac will provide data only SIM cards with the terminal The SIM card should already be installed when you receive your terminal The signal strength will display on the terminal screen in the bottom left corner as below Signal Strength Number of bars indicates strength of the GPRS signal we When no signal is detected just the Y will appear Three bars indicate Y good signal strength Do not attempt to remove SIM card from terminal a
60. nimising Fraud Section CONFIRM AMOUNT NO YES MOTO 25 00 If prompted confirm the amount by pressing the soft key next to YES or pressing ENTER otherwise TOTAL AUD 25 00 select NO or press CANCEL NO YES COMMS The terminal is connecting to the bank and Sending req processing the sale RECEIPT f l DO YOU REQUIRE A Print a merchant receipt by pressing the soft key MERCHANT COPY next to YES or pressing ENTER otherwise select NO or press CANCEL NO YES RECEIPT l l un ta ayen CUSTOMER COPY ext to or pressing otherwise selec NO or press CANCEL EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES Before completing the sale check that the transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes Approved MOTO Receipt Westpac muw westpac coni au EFTPOS FROM WESTPAC EE en PANET TRADIHG ADDRE SUBURB STAT P ST DDE 400K MERCHAHT COPY ax Merchant ID 721384441 Terminal ID 66606003 Date 16 MAY 18 Time 13 B9 Inv ROC 606067 VISA Card aou 20300M Account Tyre Credit MOTO 25 06 TOTAL AUD 25 64 APPROVED B Auth ID 764795 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 39 5 8 How to Process a Pre Authorisation This function is used to reserve funds on a card for a sa
61. ntact card issuer 14 CONTACT CARD ISSUER e Obtain another form of payment e Advise cardholder to contact card issuer 19 CONTACT CARD ISSUER e Obtain another form of payment e Advise cardholder to contact card issuer EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING 97 Code Display Cause Action 30 FORMAT ERROR CALL HELPDESK Power the terminal off and on and retry the transaction Contact Merchant Business Solutions whilst the cardholder is present to confirm if the transaction has been processed correctly 39 WRONG ACCOUNT Retry the transaction selecting a different account If the transaction is declined again obtain another form of payment Advise cardholder to contact issuing bank 41 CONTACT CARD ISSUER Contact manual Credit Card Authorisations Press the option for extension 500 43 CONTACT CARD ISSUER Contact manual Credit Card Authorisations Press the option for extension 500 51 CANNOT PAY Obtain another form of payment Advise cardholder to contact card issuer 52 WRONG ACCOUNT Retry the transaction selecting a different account If the transaction is declined again obtain another form of payment Advise cardholder to contact issuing bank 53 WRONG ACCOUNT Retry the transaction selecting a different account If the transaction is declined again obtain another form of payment Advise cardholder to contact issuing
62. ocation Where your terminal displays a response code not listed on your guide and you use an electronic terminal supplied by us you should phone us on 1800 029 749 for clarification EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING Code Display Cause Action 00 APPROVED e The transaction has been approved 01 CALL FOR AUTH e Unable to obtain electronic authorisation e Call for authorisation from credit card authorisations then complete manual sales voucher if approved 02 CALL FOR AUTH e Unable to obtain electronic authorisation e Call for authorisation from credit card authorisations then complete manual sales voucher if approved 03 NOT ON FILE CALL HELPDESK Contact Merchant Business Solutions 04 CONTACT CARD ISSUER e Obtain another form of payment e Advise cardholder to contact card issuer 05 CANNOT PAY e Obtain another form of payment e Advise cardholder to contact card issuer 06 CANNOT PAY e Retry the transaction e Contact Merchant Business Solutions 08 APPROVED The transaction has been approved if the ignat i t With signature signature is correc 11 APPROVED e The transaction has been approved 12 INVALID TRANSACTION e Retry the transaction selecting a different account If the transaction is declined again obtain another form of payment e Advise cardholder to contact issuing bank 13 CANNOT PAY e Obtain another form of payment e Advise cardholder to co
63. outlined in the sections above You will be asked to select the name of the merchant to which the transaction report belongs Once an amount is entered the following screen will display TERMINAL DISPLAY PROCEDURE SELECT MERCHANT A 1 MERCHANT ONE Select the NAME OF THE MERCHANT to which 2 MERCHANT TWO the transaction belongs by pressing the number corresponding to that merchant Or press the soft 3 MERCHANT THREE 8 keys to scroll up and down through the available 4 MERCHANT FOUR merchants Once the correct merchant is highlighted 5 MERCHANT FIVE press ENTER to continue 6 MERCHANT SIX You will also be prompted to enter a password when printing reports or performing any settlement queries via the terminal This password can be different for each merchant that is set up on the terminal or you can choose to select one password which is common to all merchants 7 2 Merchant Surcharge You may want to add a surcharge depending on the type of card used in your establishment These extra charges will be calculated as a percentage that can be of different values per card type The terminal will automatically calculate the surcharge chosen by you to charge your customers This will be added as a separate entry on the receipts and will read as Merch Surcharge The merchant surcharge will apply to Purchases MOTO eCommerce and Completion transactions Merchant surcharge only appl
64. rchant ID 21384441 Terminal ID 668900003 Date 16 MAY 10 Time 12 35 Inv ROC 666804 MASTERCARD E Card DREIECK A Account Type Credit kkk UDID t kK TRATHIHG MODE xx SALE 25 00 TOTAL AUD Z25 08 APPROVED ag Auth ID htt kk TRAIHIHG MODE ES 16 EFTPOS PROFESSIONAL USER GUIDE PROCEDURES 4 4 Locking Unlocking Terminal Keyboard This function locks the terminal keyboard and prevents any unauthorised transactions taking place The terminal remains locked even if powered off and on You can use any four digit password to lock the terminal This same password will then be used to unlock the terminal Alternatively your merchant password can be used to unlock the terminal also TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press the FUNCTION button MERCHANT FUNCTION ENTER FUNCTION e CLEAR Key in 22 and press ENTER Terminal Lock Enter Password Se e CLEAR Key in a FOUR DIGIT PASSWORD and press ENTER Terminal Locked TID XXXXXXXX Enter Password L CLEAR The terminal is now LOCKED To UNLOCK key in the password used to lock the terminal and press ENTER EFTPOS PROFESSIONAL USER GUIDE PROCEDURES 17 5 0 Transaction Procedures 5 1 How to Process a Sale TERMINAL DISPLAY PROCEDURE DATE TIME Key in the PURCHASE AMOUNT ENTER AMOUNT SALE ENTER SALE AMOUNT This screen wi
65. rd as per instructions in Section 4 2 If there is still no response from the card reader power off the terminal for 10 seconds Terminal not reading cards 3 Power on the terminal 4 Attempt transaction again 5 CallMerchant Business Solutions if the problem persists 1 Remove the paper roll from the printer to ensure that there is no paper caught 2 If the existing paper roll is damaged in any way then replace this with a new roll 3 Ifthe problem continues power off the terminal for 10 Paper jamming seconds Or 4 Power on the terminal Not feeding 5 Initialise the terminal by pressing Function and then 7 ki 6 The terminal should print a logon receipt This will confirm if Not printing the printer is operational 7 Re testthe printer using the FEED button 8 You can test the printer by pressing the Function key followed by 82 and then 1 and Enter A receipt will print 9 Call Merchant Business Solutions if the problem persists EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING 95 96 11 2 Response Codes Below is a copy of a receipt which indicates the location of the Response Codes Alfestpac www vestpac cons au EFTPOS FROM WESTPAC ZK MERCHANT COPY tt Merchant ID 721384441 Terminal ID 66666063 Date id MAY 16 Time 12 50 Ino ROC H 998060 VISA NW Card an ZZ CE Account Tyre Chesue CASH 20 66 TOTAL AUDS20 60 APPROVED og Auth ID 681185 Response Code L
66. redit card fraud is a very serious issue we have developed a brochure to assist you in fighting fraud This brochure is entitled Protecting business against credit card fraud We strongly urge you to read this brochure carefully and to keep it close as a handy reference guide A DVD is also available if you require more information Additional fraud prevention information is available on the westpac website at www westpac com au 10 1 CCV Security Codes What is CCV The three digit value printed on the signature panel of a payment card used to verify card not present transactions CCV security codes are a way to lessen the risk of fraud and chargeback when the cardholder is not physically present or when a card cannot be inserted swiped successfully In these cases you can key in the card number A CCV security code is printed on the card but does not appear on receipts When you key in the CCV code a check is made that the code matches the card number This gives greater assurance that the customer is in possession of the card CCV codes are numbers of three or four digits depending on the card type CCV is only another way to validate the authenticity of the card It does not provide a guarantee that the card might not be being used for fraud The CCV number does not provide complete protection against a potential chargeback on a MOTO ECOM transaction Note e Some cards do not have a CCV code e CCV Card Check Value
67. ress SHED SIU SIRE the soft key next to YES or ENTER Otherwise press NO YES the soft key next to NO or CANCEL RECEIPT Print a customer copy by pressing the soft key next DO YOU REQUIRE A to YES or pressing ENTER otherwise select NO CUSTOMER COPY or press CANCEL NO or CANCEL will cancel the NO YES transaction If a chip card was inserted and is yet to be removed CHIP CARD this prompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is not removed The entering of PIN on credit is optional Allow the cardholder to enter their PIN at the terminal prompt If the cardholder bypasses PIN entry a signature will need to be obtained to authorise the transaction A PIN on Debit is mandatory For a credit account a signature may be required for a refund even when a PIN has been entered If the terminal reads OVER EFB LIMIT please refer to Section 8 1 EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES Before completing the refund check that the initial transaction was approved If the transaction is declined the terminal will beep for two seconds and display an error message giving the reason An explanation of the error code is available in Section 11 2 Response Codes Approved Refund Receipt approved with PIN no signature required TE EFTPOS FROM WESTPAC MERCHAHT HAME TRADING ADDRESS SUBURB STATE POSTCODE St MERCHANT COPY Ei Merchant ID 21384441
68. ress the number of the soft key to which you wish 4 0 00 to allocate the amount and press Enter 5 0 00 6 0 00 PRESET AMOUNTS ENTER PRESET AMOUNT Key in the amount for the soft key selected and 0 00 press Enter SS CLEAR EDIT PRESET AMOUNTS EH 2 0 00 You can continue until you have six amounts 3 0 00 programmed Press Cancel to return to the 4 0 00 idle screen 5 0 00 N7 6 0 00 DATE TIME 1 50 8 00 3 20 The amounts will now appear next to the soft keys 5 00 SELECT ENTER AMOUNT 68 EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS To use the preset amounts TERMINAL DISPLAY PROCEDURE DATE TIME 1 50 8 00 Press the soft key next to the amount you wish to charge 3 20 5 00 You can enter different amounts using the normal j procedure refer to section 5 1 SELECT ENTER AMOUNT SALE You can also enter a base amount and then add ENTER FUNCTION pre set values to this From the idle screen enter the 0 00 base amount This will then appear at the bottom of CLEAR the next screen SALE 1 50 8 00 The amount selected will appear at the bottom of 3 20 the screen You can continue adding preset amounts 5 00 to the total on the screen by pressing the soft keys 3 20 SALE 1 50 8 00 3 20 Once the amount is correct press Enter Continue sale as per section 5 1 5 00 6 40 EFTP
69. rial or Pinpad port on terminal EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS Contactless Cable C cl 2 RS Contactless reader cable RJ45 and Power cable To connect the reader a b If present remove the wiring clip from the back of the terminal to allow access to the terminal cables and ports The port on the terminal to which the Contactless reader is attached depends on the set up of your terminal i Connecting to a terminal without interface e Remove any plug currently in the Serial port Insert the Serial cable of the Connecting cable into the Serial port of the terminal ii Connecting to a terminal with interface Insert the Serial cable of the Connecting cable into the Pinpad port of the terminal Insert the RJ45 plug of the Connecting cable into the RJ45 port of the Contactless reader cable Insert power plug of the Connecting cable into the Power port of the Contactless reader cable Re insert the wiring clip to keep the cables in place Re boot the terminal by EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 73 DATE TIME SELECT ENTER AMOUNT Press Function MERCHANT FUNCTION ENTER FUNCTION Press 88 and then ENTER for Re start SS CLEAR Restart Terminal RE START TERMINAL NO YES Select Yes or press Enter to restart the terminal The terminal will turn off and then restart itself
70. s the cardholder is not present For information on how to register as a MOTO or ECOM merchant contact Westpac s Merchant Business Solutions Note transactions Until registered as a MOTO ECOM merchant you must not process MOTO or ECOM An authorisation of a MOTO or ECOM transaction only establishes that the funds are available in the cardholder s account and that the card has not been reported lost or stolen It does not guarantee that the person whose name appears on the card is making the purchase or that the purchase will not be subject to a chargeback transaction date You will be liable for all chargebacks on MOTO ECOM transactions You must retain all merchant receipts for at least twelve months from the TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION CLEAR Press 1 and then ENTER for MOTO MOTO ENTER MOTO AMT 0 00 e CLEAR Key in the PURCHASE AMOUNT and press ENTER MOTO ENTER CARD NUMBER SS CLEAR Key in the CARD NUMBER and press ENTER EFTPOS PROFESSIONAL USER GUIDE TRANSACTION PROCEDURES 37 TERMINAL DISPLAY PROCEDURE MOTO EXPIRY DATE MM YY sl CLEAR MOTO ENTER CCV ei CLEAR Key in the CARD EXPIRY DATE MMYY and press ENTER Key in the CCV and press ENTER Or if CCV is not available just press ENTER Note CCV is described in the Mi
71. sed signatory can process refunds through your terminal You are responsible for protecting this password against unauthorised use If you do not know this password you will need to contact the Merchant Business Solutions Help Desk If you know your password you can change it via your terminal at any time TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press FUNCTION MERCHANT FUNCTION ENTER FUNCTION Press 90 and then ENTER for password change i SS CLEAR ENTER REFUND VOID PSWD MERCHANT NAME Key in your current password and press ENTER CLEAR NEW REFUND PSWD MERCHANT NAME Key in a new four digit password and press ENTER e CLEAR RE ENTER REFUND PSWD MERCHANT NAME Re enter the new four digit password and press kn ENTER You will be returned to the idle screen e CLEAR 8 EFTPOS PROFESSIONAL USER GUIDE GETTING STARTED 3 0 Terminal Users Your terminal is capable of being enabled for up to 50 user IDs This allows you to keep a record of users who have operated the terminal You will have a choice as to the title you would like to assign to the users This title will apply to all users You can customise the title by contacting the Merchant Helpdesk The user ID will print on the receipts and some reports will give you a break down of transactions done by each user These reports include Transaction L
72. t 58 36 Totals 8 50 Sales DE HET TOTALS 46 58 PREAUTH 0 00 FOREIGH CURREHCY l SUMMARY HEN ZEALAND MaskerCard 2004 Bisi 64 CUES pou Visa Jade POUHG STERLING Maslerlard 0001 GAP ER A9 EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 83 7 6 5 DCC Settlement As per Section 6 2 settlement for the Eftpos Professional device can occur via a programmed terminal settlement automatic settlement or a manual settlement If your terminal is set up for an automatic settlement your DCC transactions will settle immediately after your AUD transactions A separate report will print for your DCC transactions and they will also be posted to your account as a separate deposit Note A settlement can only be performed once in a 24 hour period To process a manual settlement of your DCC transactions TERMINAL DISPLAY PROCEDURE DATE TIME ENTER AMOUNT Press Function MERCHANT FUNCTION ENTER FUNCTION Press 8 and then ENTER for Settlement options CLEAR HOSTS 1 WSB Press 2 for DCC and press Enter 2 DCC SETTLEMENT 1 SETTLEMENT Press 1 and Enter to perform a settlement 2 LAST 7 SETTLEMENT NA MERCHANT NAME Process the settlement by pressing the soft key next DO SETTLEMENT DCC to YES or pressing Enter otherwise select NO or NO YES press Cancel COMMS The terminal is connecting to the bank and Sending Req processing the s
73. t any time Connect the power adaptor into the POWER red port Turn connector counter clockwise to lock in place Plug the other end of the power cord into socket at the wall d Re insert the wiring clip over the cables to keep them in place 2 4 Printer and Paper Load Function The EFTPOS Professional terminal has an in built thermal printer To load paper a Open the paper compartment cover by pressing the sides of the paper compartment cover and lifting upwards Printer Cover v O EFTPOS PROFESSIONAL USER GUIDE GETTING STARTED 5 6 b Drop the paper roll into the compartment with the end of the roll protruding from underneath the roll Drop Paper Roll Receipt Paper c Pull the paper out slightly and close the cover d Test the operation of the printer by pressing the paper feed k button EFTPOS PROFESSIONAL USER GUIDE GETTING STARTED 2 5 Terminal Maintenance In order to keep your terminal s software up to date the bank will automatically download any updates to your terminal on a regular basis usually monthly It is important that you allow the downloads to be completed so that your terminal will always have the latest configuration and software available Generally this download will occur overnight and will take approximately one to two minutes however on occasion this can be up to 10 to 15 minutes To allow this download to occur your terminal will need to be kep
74. t switched on and be able to communicate with the bank If your terminal is unable to connect to the bank s system at its scheduled time it will try at a later stage The terminal will alert you to the download and allow you to defer the download if you have customers present The prompt will read TMS DOWNLOAD REQUIRED Press the soft key next to YES or press ENTER to CONTINUE allow the download to proceed If you do not wish to continue at this time press the soft key next to NO NO YES or press CANCEL The deferral is provided in order to allow you to find a convenient time to complete the download however you should allow the download to be completed as soon as possible Continual deferral will lead to the download being forced to occur If the download is interrupted for any reason e g loss of power communication loss you may see this screen TERMINAL DISPLAY PROCEDURE No Apps Available Ensure communication is restored Call Maintenance Press the CANCEL key Restart Terminal Press the soft key next to YES and press ENTER t i Ge The terminal will reboot and start download again E gt Ows ONo EFTPOS PROFESSIONAL USER GUIDE GETTING STARTED 7 2 6 Passwords Your terminal is programmed with a password which is required for both refund and void transactions This password is a security measure to ensure only those personnel who are authorised by you as the authori
75. the transaction exceeds the contactless limits on the card CONTACTLESS READER TERMINAL DISPLAY PROCEDURE DATE TIME Enter the amount on the WELCOME terminal as per your normal ENTER AMOUNT procedure PRESENT CARD The cardholder should SN A TAP INSERT SWIPE CARD hold their card against the reader PIN AND ENTER ON TERMINAL CARD TOTAL XX XX KEY PIN amp OR ENTER Where prompted have the cardholder key in their PIN and press Enter Or just press Enter PROCESSING ONLINE PROCESSING The terminal is connecting to the bank and processing the transaction SIGNATURE REQUIRED SIGNATURE SIGNATURE CORRECT NO YES TRANSACTION APPROVED RECEIPT DO YOU REQUIRE A CUSTOMER COPY NO YES If signature is required have the customer sign the receipt If the signature matches the signature on the card press the soft key next to YES or Enter Otherwise press the soft key next to NO or Cancel No or Cancel will cancel the transaction A receipt will print This screen will appear if the transaction is approved EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS Reader Error If the reader cannot read the card correctly when it is held against the reader the cardholder will be prompted to insert swipe the card on the terminal screen will appear CONTA
76. the transaction in accordance with the EFB floor limits and other validation settings e Cheque Savings account transactions exceeding your debit card floor limit will be declined Ask your customer for an alternate means of payment When communication has been lost and the amount of the transaction is over your floor limit the terminal will display the following for ten minutes If nothing is entered after this time the transaction will be cancelled and the terminal will revert back to the idle screen TERMINAL DISPLAY PROCEDURE OVER EFB LIMIT CALL FOR AUTH ENTER APPROVAL CODE I You will be required to enter an AUTHORISATION 1 2 Si NUMBER which you can obtain by calling 132 415 SEL 4 5 6 Enter this six digit code and press ENTER Z 8 All 8 EG HEAR EFTPOS PROFESSIONAL USER GUIDE MINIMISING FRAUD 89 8 1 1 Sending Offline Transactions Once communication with the bank is restored the terminal will send any stored transactions to Westpac for processing The terminal will attempt to send these transactions after a transaction is processed online or after a period of inactivity If there are transactions to upload to Westpac the following screen will display TERMINAL DISPLAY PROCEDURE STORED TRANSACTION S ENTER AMOUNT Stored Transactions will display at the top of the screen and scroll with Date Time bar To manually upload these transactions TERMINAL DI
77. this point SELECT USER ID A 2 USER ONE 3 USER TWO 4 USER THREE 5 USER FOUR 7 6 USER FIVE IF USERS are enabled on the terminal this screen will appear Press ENTER to select ALL USERS This option should be highlighted to select Areport will print SHIFT TOTALS RESET SHIFT TOTALS NO YES End the current and start a new shift by pressing the soft key next to YES or pressing ENTER This will reset shift totals to zero and print a report if available EFTPOS PROFESSIONAL USER GUIDE REPORTING FUNCTIONS 61 6 9 2 How to Print a Shift Report This function will allow you to print the current shift totals This can be done either by User if enabled or for all transactions TERMINAL DISPLAY PROCEDURE DATE ENTER AMOUNT TIME Press REPORTS REPORTS 1 TXN LISTING 2 SUBTOTAL REPORT 3 SHIFT TOTALS NA Press 3 and ENTER for SHIFT TOTALS SHIFT TOTALS 1 SUB TOTALS 2 PREVIOUS TOTALS Press 1 and ENTER for SUB TOTALS SELECT USER ID A FRA 2 USER ONE 3 USER TWO 4 USER THREE 5 USER FOUR N7 6 USER FIVE If USERS are enabled on the terminal this screen will appear Press ENTER to select ALL USERS This option should be highlighted to select You can change the selection by using the soft keys to scroll through the menus You can also key in the number that corresponds to the user for which you wish to print the r
78. tion for your business 7 5 2 When to Use the Contactless Reader Contactless payments can be processed when cardholders have a contactless card and are only available on credit accounts Contactless payment is available on the following transaction types e Purchase e Refund Contactless is not available on the following transaction types e Purchase with Cash e Cash Only e Pre Authorisation e Checkout e Purchase with Tip e Tip Addition In these instances the card will need to be inserted into or swiped through the terminal Note If your terminal is set up for Surcharging Contactless transactions will not have the surcharge added to them Please refer to the reader s display for transaction flow Each card will have in built restrictions regarding the amount allowed to be used with the contactless reader and the way the transaction is verified by the card issuer and cardholder The contactless reader will always point you and the cardholder to the way the transaction needs to be completed EFTPOS PROFESSIONAL USER GUIDE ADDITIONAL TERMINAL FEATURES OPTIONS 71 72 7 5 3 Connecting the Contactless Reader Equipment Required Eftpos Professional Dial Up or Countertop GPRS terminal e Connecting cable e Contactless reader with attached cable Terminal Ports Serial Port Pinpad Port Step c To RJ45 port on Contactless reader cable Step d To power port on Contactless reader cable Step b To Se
79. uing bank 87 INVALID TRACK Retry the transaction If the transaction is declined again obtain another form of payment Cardholder to contact issuing bank 90 PLEASE RETRY Retry the transaction If the transaction is declined again obtain another form of payment Cardholder to contact issuing bank EFTPOS PROFESSIONAL USER GUIDE TROUBLE SHOOTING 99 Code Display Cause Action 91 ISSUER NOT AVAILABLE e Bank is unavailable retry the transaction e If the transaction is declined again follow manual fallback procedures as explained in Section 8 2 94 CANNOT PAY Obtain another form of payment Advise cardholder to contact card issuer 97 SETTLE NOT AVAILABLE e A settlement has been processed in the last 24 hours or the settlement is being attempted between 21 30 and 23 00 Sydney time Retry during settlement hours making sure 24 hours have elapsed since the previous settlement 98 MAC ERROR e Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists 99 INVALID MESSAGE Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists CE NO CARRIER Turn terminal off then back on and retry the transaction e Contact Merchant Business Solutions if the problem persists FV INVALID FORMAT e Turn terminal off the
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