eftpos client guide
Contents
1. T EF TPOS MERCHANT CARD Page 7 f paymentexpress PROCESSING A MANUAL TRANSACTION MANPAN WHERE THE CARD IS NOT PRESENT 1 Start a transaction 2 If Manual Pan has been enabled you will see a Manual option when you are prompted to swipe the customer s card Click it 3 Enter the card number and the expiry date and select the transaction type For example if this is a one off payment the transaction type will be MOTO single 4 Click ok and complete the transaction Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com SWIPE CARD Manual ENTER CARD NUMBER AND EXPIRY DATE Card Number z Exp MM YY io _ MOTO single OK Page 8 fh paymentexoress PROCESSING A TIPPING TRANSACTION STEP 1 AUTHORISING THE TRANSACTION A Tip transaction involves two steps an Authorise step and a Complete step In the authorise step the EFTPOS client requests that the cardholder s bank verify the cardholder has the available funds and that the bank reserve those funds for completion It also stores a record of the transaction for the user to access in Stage 2 1 Select Tip as the Transaction Type 2 Enter a merchant reference and t2. Page 1 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com C paymentexoress STANDARD INSTALL PROCESS 1 Connect all the cables of the PINpad together 2 Ifyou are using a USB to Serial adaptor plug it into the PINpad but not into the computer If you are not using a USB to Serial Adaptor plug the PINpad into the computer 3 Ifyou have a Payment Express GPRS modem plug it into either the USB to Serial adaptor or into the computer If you are using a USB to Serial adaptor do not plug it into the computer 4 Download the installer from http www paymentexpress com eftpos pxeftinstaller exe 5 Run the installer 6 If you are using a USB to Serial adaptor plug it into the computer when the installer indicates that you should do so Please contact the Payment Express Team if you have any questions Page 1 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 I UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com C paymentexoress OPENING THE PAYMENT EXPRESS EFTPOS CLIENT SYSTEM TRAY You can open Payment Express EFTPOS by double clicking on Payment Express Logo the red circle on your computer s system tray The system tray is normally at the bottom right hand corner of the screen START MENU Payment
3. 0 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com Py View DPS TEST NEW ZEALAND DPS TEST FACILITY TERMINAL 16965318 TRAN 666663 TIME O30CT 14 13 MERCHANT LOGON ACCEPTED DUPLICATE RECEIPT wae qwsi Pending r Account 1 Pending Total Edit Tender Tip Hospitality f paymentexpress THE MAINTENANCE SCREEN Settle Enquiry Pending Receipt Logon EMV Key EMV App The settlement function performs a manual cutover When a user runs a cutover the money from the period s transactions will reach the merchants bank account and the terminal will print a receipt indicating the totals for the settlement period The enquiry function provides a receipt with either the subtotals for the current settlement period or the totals from previous settlement periods At the first step of the transaction the user will need to select the date The result of any transaction that requests the movement of funds must be established before another transaction can be started If such information is unavailable the Pending Transaction function will print a receipt with the details of the unknown transaction Otherwise it will display NO PENDING TRANSACTION When it becomes possible this transaction will be cancelled When a user clicks this button the terminal will print a second copy of the last printed receipt The manual logon is
4. EFTPOS 2 00 a successful logon has been will display a dialogue box asking performed it will display ONLINE whether the user wishes to process the transaction offline 3 Every time you run a transaction in EFTPOS OFFLINE 4 Ifthe customer puts the transaction ai through on the credit account the EOV mode the terminal will display SWIPE CARD ar EETPOS OFFLINE on the terminal will display CR FLR LMT EFTPOS OFFLINE APPLY dialogue box Cancel Please contact the Payment Express Team if you have any questions Page 13 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com E DPSEFTXC EFTPOS Client Transaction Type Purchase O Refund Iip Hospitality Xtra Ely Buy Transaction Account H Reference Amount 2 00 oo O W EFTPOS OFFLINE EF TPOS OFFLINE CR FLR LMT APPLY f paymentexpress RISK MANAGEMENT 1 The merchant will arrange an offline EFTPOS OFFLINE 2 To help minimize risk the terminal EFTPOS OFFLINE limit with your bank If a transaction Authorise excess offline amount Y N will store only one offline voucher CANNOT COMPLETE OFFLINE TRANS ALREADY STORED is going to be above this limit the user will be informed that this is the 350 00 case and given an opportunity to cancel the
5. Express EFTPOS may be found on the start menu You can open it by clicking on start then all programs then Direct Payment Solutions and then EFTPOS Client You may also open the Journal Viewer from this menu D O pupas 9 Journal Viewer LOQ k SMUT own k gt All Programs gA Direct Payment Solutions Ka EFTPOS Client HOT KEY You may set up a HotKey to open Payment Express EFTPOS 9 DPSEFTXC EFTPOS Client Move x Close 1 Open the clientfrom the system tray or the start menu 2 Click on the white box withthe red circle in the top left hand corner of the client About DPS Eftpos Client Restart EFTPOS Service Restart PX Communication Service 3 Select Setup from the drop down menu 4 A dialogue box will appear named DPSEFTXC Setup Select a HotKey from the list 5 Click Apply Exit 6 Open and close the client by pressing the nominated key Please contact the Payment Express Team if you have any questions Page 2 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 I UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com fh paymentexeress THE PAYMENT EXPRESS EFTPOS USER INTERFACE Transaction Type Click on a radio button to select which type of transaction run Reference A reference to assist with auditing Amount The amount the customer is paying for goods and services Cas
6. Payment Express EFTPOS User Guide f payment TABLE OF CONTENTS SEUS ELORE EN ht cece ee cet tee ceramic se teense en aspera E E er teers sen demesne nd rt te E E E E E E TE E E E E oe peseedeseenionate 1 Opening tie Fayment Express Er TPO Cle croc ssci ease secs erian E E E ENEE a a EEE EE Eai a a a EE ana a ede acter E Ei EREE E E EE N EES 2 The Payment Express EFTPOS User Interface cccccccccccccccceceeeeeeeeeeeeeeaeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeeess000ceee AAAHEEEEEAE AAAAAEEEEESE AAAAECCEESG AAAGCCcEGOE AAG ss CeEEEAG GAGGHsSeeCES GGA Asse eeEEEEGsGGs sss eeCeEssAs sass EAE EE EEEn ennnen 3 The Payment Express Electronic Journal Viewer sar cick tsctantin tanita cae stngets tenienced crete ceadosiiianedaainastes tonne htesienate deed netaeiesianbu danced dentenn sin desieatacesianstu destandihdaainectatapiiiieainstsdinestd coon hdestaneencaoiiietetsatinstacesiins vhdadustadenissedace din hesdeaines 4 Wipe Ua oN a E tects EA nm E E tenet nar E E mance thee A E E A ade TEA E E ESE AE EA E E E IE N EE E OE TE E E E 5 POCS MOa NN e E E aces ek porsche aco EE E ds E E E A E ssa E A E E E E E E sake E E paces E AT A E A E E deco 6 FS IDI ER aa E E E E E N E E E E E E E E E E E A N E 7 Processing a Manual Transaction MANPAN where the Card Is Not Present cccccseeccccecaeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeesaeeeeeeeeeaeeeeeeseaeeeeeeeeaeeeeesseeeeeeesseaeeeeessseeeeeessaaeeeeesssaeseeeesaee
7. VR TSI Pending Pending Total Account Edit Tender Tip Hospitality The journal viewer will only show one day s transactions at a time This day is displayed in the three text boxes in this section The first box contains the day the second the month and the third the year The button will move this date forward one day and the button will move this date back one day You may also select the date by using the arrows next to each text box This contains all the same information as an EFTPOS receipt Use the arrows on the right hand side of the screen to scroll between transaction records The topmost and bottommost arrows will go to the day s first and last transactions respectively These boxes contain processing information for EMV transactions The tools in this box give access to offline transaction records Prints a receipt and creates an electronic record both contain a summary of the totals of all stored offline transactions For terminals using multi merchant this allows the user to select which account the terminal will accessed through the Pending Total function Allows the user to edit stored tip and hospitality transactions The user selects whether Edit Tender will be accessed for Tip or Hospitality transactions by using these radio buttons Please contact the Payment Express Team if you have any questions Page 4 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 I UK 080
8. action 4 Enter the amount for any cash the customer wishes to withdraw from her account Reference Hotel Room 205 5 Click the OK button and the swipe card screen will appear u 124 40 6 Either swipe the customer card or select manual to enter the credit card details manually i WM Ready Please contact the Payment Express Team if you have any questions Page 6 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com f paymentexpress PROCESSING A REFUND 1 Select the refund option in the Transaction Type field 2 Enter anything you like into the Merchant Reference field The information in this field may be used to locate the transaction in reports later f Enter the amount to be refunded 4 Select the okay button 5 Swipe the merchant card and enter merchant pin 6 Swipe customer card and select okay Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com Of DPSEFTXC EFTPOS Client Transaction Type O Purchase Refund O Iip Hospitality Xtra Cheque Transaction Reference Refund Mr Smith Amount ee 25 40
9. eeeeaas 10 FROGS Sai a TIPPING Trans ac UO eaen E i aa e rE E E A E E E E E EEE E E A a iE 9 Step 1 Authorising the Transaction neeeeceeecaaeececeeeeeceaeeeeeceeeeesaeeeeeeeeeeesaeeeeeeeeeeessaeeeeeeeeeeeeeeeeseeeeeeeesaueaseeeeeeesseaseeeeeeeesseaaaeeeeeeesssaaneess 9 PACO Ne TTA aO e E E E E E E N 10 Processo a FHospltally TransaACho serrr a a E a EE EE E E EEEE E ESEE E EEEE EE EE E EERE E EAE EE E EE E EE ESE E EEN E EEEE A E 11 Step 1 Authorising the TrANSactiOn ccccccccessssssssssssssssssssssessesesceeseeeseeseeeeeeeeeeeeeeeeeeeeeeseeeeeseeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeseeeeeeeeens 11 Step 2 Completing th Transaction Sgr fee a escape eee css TAES sce ce ee ce cps ease cece ooo seca E eee eee eee eae eee 12 Electro nic Offline Voucher Transactions EEE E cscs Sete ste acs ge Seas A tess TE EAEN EE ne rae te eerie Bees ate Sst eae ee ec ete eee ee tee 13 Notification of Offline Mode Da crasnteya cacisteqesia srtiorsapempe eneiorap nesectaesscnemia cceaaperveadsaeaanen acagrassiepaaqerawenesacrasneyuecerarnenainera EEEE EEEE Eae a aeaa 13 Risk Management y E e y r E E E ER E E E E E teededabawiaiaeiiatedsaeweliaaniaae 14 Uploading EOV Transactions re sae A eet eco pec ce oe AE tse E ccs ise ame ere Be ce Sam E ws ee oe ps E sige ese eety ee ee ease cae eee ees 15 Please contact the Payment Express Team if you have any questions
10. h The amount of cash the customer wishes to withdraw from their account OK Select this button when ready to process the transaction Ready lf the square is green then there is no known problem lf the square is red then there is a problem If the text states Link Failure then there is an issue with the uplink from your site to Payment Express If the text states PINPad Offline then there is an issue with the link from your computer to the EFTPOS PinPad If the text states EF TPOS Offline then you are running in Electronic Offline Voucher mode lf the text states Offline then the services are not running Cancel Closes the interface Maint Opens the maintenance control panel Setup i Opens a screen which contains NII CAID CATID KVC and PINPad serial number information Please contact the Payment Express Team if you have any questions Page 3 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com K DPSEFTXC EFTPOS Client Transaction Type Purchase Refund Tip Hospitality Xtra Cheque MW Ready ED ES ES CE f paymentexpress THE PAYMENT EXPRESS ELECTRONIC JOURNAL VIEWER You may access the journal viewer from the start menu It maintains an electronic record of every transaction processed by Payment Express EFTPOS on this computer Date Electronic RoT T
11. he total amount for the purchase not including the tip 3 Click OK and the Swipe Card screen will appear 4 Swipe or insert the customer s card or enter her or his card number manually 5 The customer may now select the appropriate account and enter her pin 6 The EFTPOS client will return the response code from the banking networks If it is accepted the EFTPOS client will display Signature Required for a few seconds and print a receipt for the customer to sign 7 The customer will fill in the tip amount and the transaction total on the receipt and sign it If the customer s receipt is invalid simply do not proceed to step two and the cardholder s account will not be charged The cardholder s available funds will however be reduced by the transaction amount for seven days Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com Page 9 9 DPSEFTXC EFTPOS Client Transaction Type O Purchase O Refund Tip Transaction Reference Delicious Pizza 05 my 24m 00 E Read Es es es fh paymentexoress STEP 2 COMPLETING THE TRANSACTION In the completion step the EFTPOS client indicates the amount of the tip to the banking networks and requests that the transfer of funds authorised in step one take p
12. lace N p p Open the Journal Viewer from the Start Menu Select Tip and click Edit Tender select the correct transaction either by using the fields available under Select or by using the arrows on the right of the screen The TRAN number on the screen should match the TRAN number on the receipt Enter the amount of the tip This may be up to half the original purchase amount Click the Add Tip button The transaction record on your hard drive will be modified to include the new information You may print a receipt at this point by clicking Print on the bottom right hand corner of the screen At the end of the day click the upload button You will be prompted with the total amount of tip transactions stored on the computer Verify this against your records If it is incorrect click No and revise Payment Express EFTPOS will display a dialogue box which will indicate how many transactions there are to be processed and which transaction is currently being processed If you need to use the till during this time you may pause transaction processing using the Halt button 10 Payment Express EFTPOS will print a receipt to inform you of any declined transaction 11 Payment Express EFTPOS will display Transmission Complete when it has finished processing Tip transactions total 220 00 i PROCESSING 3 OF 3 TOTAL OK Y N Please contact the Payment Express Team if you ha
13. primarily a diagnostic function as it may serve as a basic end to end connectivity test A user may also access online processing from EOV mode through this function When a user clicks this button the terminal will print a receipt containing the Certification Authority Public EMV Keys It will probably be of interest only to Payment Express Technical Support Staff When a user clicks this button the terminal will print a receipt containing a list of the IDs of EMV Applications stored on the terminal It will probably be of interest only to Payment Express Technical Support staff Please contact the Payment Express Team if you have any questions Page 5 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 I UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com EFT POS e Account 1 gt 1 a 80568624 f paymentexpress PROCESSING A PAYMENT Start the Payment Express Client by double clicking the desktop icon or go to Start Programs Direct Payment Solutions EFTPOS Client 1 Select the purchase option under Transaction Type Bul DPSEFTXC EFTPOS Client Transaction Type Purchase Refund Iip Hospitality Xtra Cheque 2 Enter anything you like into the Merchant Reference field The information in this field may be used to locate the transaction in reports later 3 Enter the amount for any goods and services requested Trans
14. rint a receipt for l l l DPS TEST any transaction which fails The NEW ZEALAND DPS TEST FACILITY easiest way to identify an EOV Ron is by looking at the TERMINAL 80905318 TRAN 0009019 trans ction banner which states TIME 240CT 15 08 ACCT SAVING OFFLINE EFTPOS AUTHORISATION 666033 PURCHASE N2 2 TOTAL NZ 2 00 CARD NUMBER ERROR DECLINED xDUPLICATE RECEIPT TVR TSI Pending Account 1 Pending Total Tip Hospitality Please contact the Payment Express Team if you have any questions Page 15 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com fh paymentexoress
15. s you will not be given the option of voiding the customer s signature at this point OTrack2 OPurchase all 5 Payment Express EFTPOS will upload the transaction PENDING HOSPITALITY TERMINAL 86965318 TRAN 666618 TIME G30CT 16 35 ACCT CREDIT VISA 499999 9188 AUTHORISATION 866663 EXP 69 68 PURCHASE N2 2 68 TOTAL N2 2 68 ACCEPT WITH SIGNATURE DUPLICATE RECEIPT PENDING HOSPITALITY Result Success Amount 3 Please contact the Payment Express Team if you have any questions Page 12 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com fh paymentexoress ELECTRONIC OFFLINE VOUCHER TRANSACTIONS Electronic Offline Voucher EOV is the name given to a failover system intended to supersede manual zip zap machines In the event of a network outage an EFTPOS terminal may store transaction details offline Once the EFTPOS terminal has successfully reconnected to the network it will upload the stored information to the bank which will then process the transactions NOTIFICATION OF OFFLINE MODE 1 When you receive two network errors EFTPOS OFFLINE in a row or run the first transaction Process Transaction Offline Y N 2 The Link Status indicator will now after a reversal has failed for network display EFTPOS OFFLINE When reasons Payment Express
16. transaction per card If the user attempts to store more than one transaction on the same card the solution will display Cannot Complete Offline Trans Already Stored 3 As PIN numbers cannot be verified IPOS in offline mode the customer will SIGNATURE OK Y N not be given the option to enter a pin Instead they will have to sign the receipt to authorise the transaction Please contact the Payment Express Team if you have any questions Page 14 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com fh paymentexoress UPLOADING EOV TRANSACTIONS 1 Click Upload EOV If the terminal DES CEL IED es 3 The terminal will display ascreen ae is in offline mode it will run an Transaction Type which indicates how many PROCESSING 2 OF 2 automatic logon before processing Purchase ORefund O Tip transactions there are to be the transactions If this auto logon processed and how many fails it will display Transaction Prenat wa in transactions already have been ae Cancelled and you will have to try ae processed A user may pause again later 5 uploading in order by clicking the abe Halt button Cash PxJView 2 The terminal will make an electronic ae journal log of each offline 24 am ape g transaction and p
17. ve any questions Page 10 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com Pending Account 1 2 Pending Total Tip Hospitality Tender Editor Select OPAN O FinalAmount OSTAN Auth Code OtTip OPuchae all TERMINAL 86965318 TRAN 666622 TIME 40CT 12 18 ACCT CREDIT VISA 499999 9168 AUTHORISATION 866632 EXP 69 68 PURCHASE N2 2 66 TIP MISC N2 6 66 TOTAL N2 2 68 ACCEPT WITH SIGNATURE Success ReCo ama rcs fh paymentexoress PROCESSING A HOSPITALITY TRANSACTION STEP 1 AUTHORISING THE TRANSACTION Like the Tip transaction the Hospitality transaction involves two steps an Authorise step and a Complete step In the authorise step the EFTPOS client requests that the cardholder s bank verify the cardholder has the available funds and that the bank reserve those funds for completion It also stores a record of the transaction for the user to access in Stage 2 1 Select Hospitality as the Transaction Type 2 Enter a merchant reference and the expected amount for the tab or if you only want to store and verify the cardholder s details set this to 1 00 3 Click OK and the Swipe Card screen will appear 4 Swipe or insert the customer s card or enter her or his card number manually 5 The customer may no
18. w select the appropriate account and enter her or his pin 6 The EFTPOS client will return the response code from the banking networks If it is accepted the EFTPOS client will prompt you to verify the signature Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 info paymentexpress com www paymentexpress com Page 11 K DPSEFTXC EFTPOS Client Transaction Type Purchase O Refund Hospitality Xtra Transaction Reference fh paymentexoress STEP 2 COMPLETING THE TRANSACTION In the completion step the EFTPOS client indicates the amount of the tip to the banking networks and requests that the transfer of funds authorised in step one take place 1 Open the Journal Viewer from the Start Menu Pending Account 1 2 Select Hospitality and click Edit Tender OTip Hospitality 3 Select the correct transaction either by using the fields available under Select or by using the arrows on the right of the screen The TRAN number on the screen should match the TRAN number on the receipt Enter the final amount 4 Click the Finalise button Payment Express EFTPOS will print a receipt and prompt you to get the customer to sign it NB Make sure the customer understands all the charges and has agreed OPAN Final Amount OSTAN O Auth Code to them a
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