FD40 User Guide - First Data Merchant Solutions
Contents
1. SCH First Data Merchant Solutions FD40 User Guide Version 16 0 June 2015 First Data Merchant Solutions is a trading name of First Data Europe Limited a private limited company incorporated in England company number 02012925 with a registered address at Janus House Endeavour Drive Basildon Essex SS14 SWF First Data Europe Limited is authorised and regulated by the UK Financial Conduct Authority FCA register No 582703 2015 First Data Corporation All Rights Reserved All trademarks service marks and trade names referenced in this material are the property of their respective owners All rights reserved No part of this document may be published copied or shared with express prior content from First Data Corporation 85320 0615 SCH First Data Merchant Solutions Table of Contents 1 WIOCUNTS TI OEMS G Emm 3 2 Te nmndbsrdwWare le 3 3 e CONTIG TENET UU Tr 3 4 Payment application Setup nennen nennen nennen nnn nnne nnne nnne ras rasan rana nnns 4 Al PAD lee E UD RTT 4 4 2 Application idle SClCC a nan ta ETT TT 4 zo MMM SSL OS ONC e ee Em 4 5 Communication DOTS amp Power SUDD E 5 SE e LE 6 L EMEN ad A eee ee eee eee ete nee ee eee eee 7 7 1 Microprocessor cardS NEN T 7 AOC SU e E 8 7 3 Contactless and NFC devices iii n nsns anrea ns 9 ER aede dde OSSI se ed de nee ee es es tie 10 MEE WING AC o RE mom 10 8 2 Refund transaction geegent 13 EE To IPIE Em 15 GIS MEME leie ae E m T Tt 15 e ME le E T2. LED lights will turn green when the card has been re Page 9 FE d First Data Merchant Solutions 8 Transaction processing The FD40 Clover solution supports the following payment transaction types e Sale Refund The Payment Application also supports Tips Transactions are always started via the connected Clover Station and the FD40 handles the Transaction flow 8 1 Sale transaction When a sale transaction is started via the Clover Station the FD40 will ask the customer to insert swipe or present their card If the card has a chip on it insert the card in the reader see 7 1 the EMV processing screen is shown and depending on the card the customer may be asked to enter their PIN or a prompt will appear on the Clover otation to capture a signature on the Clover screen You are required to verify that the signature on the back of the card agrees with the signature on the Clover Station Should the signature differ cancel the transaction on the Clover Station and seek another form of payment from your customer If the card must be authorised online the Clover Station will perform this action automatically Assuming the transaction is successful a remove card screen is displayed followed by the Approval screen on the FD40 The receipt can then be printed by selecting the appropriate option on the Clover Station If the card has no chip swipe the card see 7 2 the processing screen is shown and a prompt will appear on
3. LG ALPHA again to enable shift lock While entering data in an edit box the left and right arrow keys may be used to move back and forth and edit the selected characters without having to backspace over the entire string The green ENTER Li 9 works as the TAB key and will let the user move between edit fields on the display FD40 keyboard layout Page 6 SCH First Data Merchant Solutions Entering card data Card details can be captured by the FD40 by using card data read from the Chip Card reader located on the front of the Terminal the Near Field sensor located on the top of the terminal or from the Magnetic otripe Reader located on the right side of the Terminal 7 1 Microprocessor cards For Chip and PIN transactions install the card into the Chip Card reader with the contacts face up as shown in the image below Page 7 SCH First Data Merchant Solutions 7 2 Magnetic stripe cards For cards with Magnetic Stripe only or if the Chip Reader fails and a fall back is allowed the card data will need to be captured by swiping the card as shown in the image below The Magnetic Stripe should be down and facing inwards to the Terminal Swipe the card from the rear of the Terminal towards the front Page 8 SCH First Data Merchant Solutions 7 3 Contactless and NFC devices For Contactless card transactions present the contactless enabled card to the terminal as shown in the image below the
4. NER mm E E een fc 16 e WEE doi MI EET 17 10 gt oTi 7 CIR PI rz le ERR Tm Tm 17 10 3 Display application versions creatis nicae Eua ebd dla EAT ebat c SER ea de on ua 17 11 System idle MmenU t 18 Page 2 SCH First Data Merchant Solutions 1 Document purpose This Manual describes the features and functions of the FD40 Clover Terminal FD40 and Payment Application together with the installation and setup instructions 2 Terminal hardware features The FD40 Terminal includes the following features e WinCE 6 0 Operating system e 320x240 Colour graphics display e Touch Screen e 3 rack MSR e omart Card Reader e Internal contactless reader e Internal PIN Pad e 4 SAM SIM slots e 15 Button Keypad 3 x 5 matrix e Dual USB communication Ports 3 Box contents e FD40 Terminal e Dual USB Power supply Page 3 SCH First Data Merchant Solutions 4 Payment application setup If the First Data Payment Application is installed on the FD40 the following features will be available 4 1 Application startup After power is applied to the FD40 the Terminal will initialise the Operating System and start the Payment Application This will take 30 seconds and the Terminal will show the boot up screen 4 2 Application idle screen Once the Terminal has completed initialisation the following payment Application Idle Screen will be displayed Actual date and time wi
5. for maintenance reasons This function will not be needed in standard working mode Init PIN Pad complete screen INIT COMPLETE 10 3 Display application versions This function allows the user to review the current versions of the software loaded into the FD40 terminal SW version screen Versions Page 17 Fr d First Data Merchant Solutions 11 System idle menu If a payment application is not loaded into the FD40 it will by default boot up into System Mode Below is the IDLE Menu that will be displayed Selections may be made by touching the button on the screen or entering the corresponding number on the keypad If this menu appears contact the Clover Support Team to request a Payment Application download 1 EN 01 04 2012 15 41 37 E PS ES 111223 SAIO EMA Ver A4 11 4 Diag The Terminal s date and time the OS Version Number and the version of the Idle Mode Application are displayed in the centre of the menu Page 18
6. cessing If TIP processing is available the Customer will be asked to enter and confirm the TIP amount in the following way First the Customer is asked if they want to add a TIP amount If confirmed OK the Customer must enter the TIP amount and finally confirm the total amount TIP screen Amount GBP 3 10 Would you like to leave a tip Enter TIP amount screen Amount GBP 3 10 ENTER TIP AMOUNT GBP 0 90 Confirm total amount screen Tip GBP 0 90 Total Amount GBP 4 00 AMOUNT CORRECT Page 15 SCH First Data Merchant Solutions 10 Service menu To access the Service Menu press the red key on the idle screen or touch the right bottom button on the touch screen The FD40 will ask for a Password before showing the Service Menu consisting of the following items 1 Show parameters 2 Initialise Init PinPad 3 Versions Password entry screen The Password is 5656 and cannot be changed Main service menu Main menu View Parameters Versions axi P Pin Pad f Page 16 IS First Data Merchant Solutions 10 1 Show parameters All configuration parameters may be showed by the user but are not changeable A list of the different parameter groups available for review will be displayed Show parameter screen View Parameters 1 Merchant EMY 3 E 4 Contactless ER 10 2 Initialise Init PinPad This function is used to initialise the internal EMV Kernels
7. ll be displayed and the LED besides the time will show the status of the device If the left LED is green it means that the device is able to communicate via USB does not mean that the USB is connected The right green LED indicates that the FD40 Application was initialised by the Clover Station after it was powered up only if both LED s are green can a transaction be performed 11 11 2013 00 09 41 ee First Data bryond the transaction mes MS 4 3 Set date and time This feature is used to set the Terminal s local date and time Press Date Time Set Date Time screen Set Date Time Verify the date and time 24 hour clock If correct select OK If the date and time is not correct simply select the X and update the date and time Page 4 SCH First Data Merchant Solutions 5 Communication ports amp power supply The FD40 is powered by the supplied dual USB cable which connects directly to the Clover Station printer via the USB ports provided FD40 cable description e Dual USB AC communication connector x2 Page 5 SCH First Data Merchant Solutions 6 Keypad The FD40 has a 3x5 keypad layout that supports alphanumeric key input Example Enter A Press Alpha and then the 2 key Example Enter F Press Alpha Alpha Alpha and then the 3 key Lower case alpha character may be entered by pressing the green ENTER Gar ALPHA key to disable the shift lock Press the green ENTER
8. roval screen APPROVED Page 12 SCH First Data Merchant Solutions 8 2 Refund transaction When a refund transaction is started via the Clover Station the FD40 will ask the customer to insert or swipe their card If the card has a chip on it insert the card in the chip reader see 7 1 The EMV processing screen is shown and depending on the card the customer is asked to enter their PIN or a prompt will appear on the Clover Station to capture a signature You are required to confirm the signature on the back of the card agrees with the signature on the Clover Station If the card must be authorised online the Clover Station will perform this action Finally the Remove Card and Approval screens will be displayed The receipt is then printed If the card has no chip swipe the card see 7 2 the processing screen is shown and a prompt will appear on the Clover Station to capture a signature You are required to verify that the signature on the back of the card agrees with the signature on the Clover Station Card entry screen INSERT OR SWIPE CARD Enter PIN via the FD40 keypad Page 13 SCH First Data Merchant Solutions EMV processing screen PROCESSING EMV Processing screen Processing Card removal screen PLEASE REMOVE CARD Approval screen APPROVED Page 14 SCH First Data Merchant Solutions 9 Optional transaction features 9 3 TIP pro
9. the Clover Station to capture a signature You are required to verify that the signature on the back of the card agrees with the signature on the Clover Station Should the signature differ cancel the transaction on the Clover Station and seek another form of payment from your customer If a contactless card is used the FD40 will signal with the contactless LEDs and an acoustic sound that the card was read properly If a chip card is used the customer will be prompted to remove their card and the Clover station will authorise the transaction If the card must be authorised online the Clover Station will perform this action automatically Assuming the transaction is successful a remove card screen is displayed followed by the Approval screen on the FD40 The receipt can then be printed by selecting the appropriate option on the Clover Station Card entry screen Visa payWave pay SWIPE CARD Page 10 SCH First Data Merchant Solutions EMV processing screen PROCESSING EMV PIN entry screen CREDITO DE VISA ENTER PIN Enter PIN via the FD40 keypad OWN bn e Nits cs PRET i ra m d A L E SN d mH Mchl 4 gt JKL 5 P ON T N DAF A pars 7 tuv 8 ALPHA E 3 eos CN g s Page 11 SCH First Data Merchant Solutions Processing screen Processing Card removal screen PLEASE REMOVE CARD CARD READ OKAY REMOVE CARD App
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