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Nab EFTPOS Mobile User Manual

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NAB EFTPOS
USER GUIDE
for Countertop
& Mobile
Terminals

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Summary of Contents for Nab EFTPOS Mobile

  • Page 1 NAB EFTPOS USER GUIDE for Countertop & Mobile Terminals...
  • Page 2 About your NAB EFTPOS Terminal NAB EFTPOS Mobile NAB EFTPOS Countertop ...

  • Page 3: Table Of Contents

    Table of Contents Getting to know your NAB EFTPOS VeriFone terminal ............5 Contactless – Tap & Go ......................8 Purchase – Tap ...........................9 Purchase – Insert/Swipe using PIN ..................10 Purchase – Insert/Swipe using Signature ................12 Purchase with Cash-out......................14 Purchase with Tip ........................16 Tip adjustment .........................19...
  • Page 4 This User Guide is for NAB merchants who have signed the Merchant Agreement General Terms and Conditions. Please make yourself fully aware of the capabilities and limitations of your new EFTPOS terminal and do not hesitate to contact NAB should you have any further queries.

  • Page 5: Getting To Know Your Nab Eftpos Verifone Terminal

    Getting to know your NAB EFTPOS VeriFone terminal VeriFone INDICATOR LED TERMINAL DISPLAY / TOUCHSCREEN SWIPE READER TELEPHONE-STYLE KEYPAD , ’ ” ENTER / POWER ON KEY CANCEL / CLEAR KEY POWER OFF KEY CHIP CARD READER ...
  • Page 6 Getting to know your NAB EFTPOS VeriFone terminal (continued) Using the Touch-screen The VeriFone terminal has a colour touch-screen. Navigating using the touch-screen is easy and intuitive for both you and your customers. Simply follow the prompts and press the option on the screen to make a selection.
  • Page 7 Getting to know your NAB EFTPOS VeriFone terminal (continued) Accessing Additional Functionality There are two ways to access the menu 1. Press the menu button on the home screen . Press the hash key on the keypad Navigating the Menu...

  • Page 8: Contactless - Tap & Go

    Contactless – Tap & Go The NAB EFTPOS VeriFone terminals come ready with the capability to accept Contactless credit card payments, commonly referred to as ‘tap and go’. Your customer’s chip card must have the following symbol in order to use the Contactless feature.

  • Page 9: Purchase - Tap

    Purchase – Tap Step 1 Step 3 Enter the sale amount directly from the Prompt customer to remove their card home screen and press OK An acknowledgement will be displayed Step 2 once the purchase has been approved and the merchant receipt will print Prompt customer to TAP their card Step 4 Press YES to print the customer receipt if...

  • Page 10: Purchase - Insert/Swipe Using Pin

    Purchase – Insert/Swipe using PIN Step 1 Step 3 Enter the sale amount directly from the Prompt customer to select their account home screen and press OK Step 4 Step 2 Enter PIN and press OK Prompt customer to INSERT or SWIPE their card An acknowledgement will be displayed once the purchase has been approved...
  • Page 11 Purchase – Insert/Swipe using PIN (continued) Step 5 Press YES to print the customer receipt if required. The customer receipt will print automatically if a selection is not made...

  • Page 12: Purchase - Insert/Swipe Using Signature

    Purchase – Insert/Swipe using Signature Step 1 Step 3 Enter the sale amount directly from Prompt customer to select an account the home screen and press OK Step 4 Step 2 Prompt customer to press OK Prompt customer to INSERT or SWIPE their card 1...
  • Page 13 Purchase – Insert/Swipe using Signature (continued) Step 5 Step 7 Remove card from the terminal Press YES to print the customer receipt if if inserted required. The customer receipt will print automatically if a selection is not made Step 6 Prompt customer to sign the receipt.

  • Page 14: Purchase With Cash-Out

    Purchase with Cash-out Step 2 The cash-out function is only available on debit (cheque and savings) accounts for Enter a cash-out amount and press OK EFTPOS transactions. (you can skip this step by pressing OK if cash-out is not requested) It is an optional feature that you may enable or disable by contacting the Merchant Service Centre.
  • Page 15 Purchase with Cash-out (continued) Step 4 Step 6 Prompt customer to select their account Press YES to print the customer receipt if required. The customer receipt will print automatically if a selection is not made Step 5 Prompt customer to enter their PIN and press OK An acknowledgement will be displayed once the purchase has been approved...

  • Page 16: Purchase With Tip

    Purchase with Tip Step 2 The Tip Amount screen will only display if the tipping feature has been enabled. Prompt customer to INSERT or SWIPE You may enable or disable the tipping their card feature by contacting the Merchant Service Centre. A purchase with tip transaction is shown as one total item in the settlement report and on the monthly merchant statement.
  • Page 17 Purchase with Tip (continued) Step 4 Step 6 Enter the tip amount and press OK, Enter PIN and press OK or skip this step by pressing OK Step 7 Step 5 Remove card from the terminal Review the tip confirmation screen if inserted and press OK...
  • Page 18 Purchase with Tip (continued) Step 8 You will need to verify your customer’s signature with the signature on the card. If this is correct, press YES An acknowledgement will be displayed once the signature has been verified Step 9 Press YES to print the customer receipt if required.

  • Page 19: Tip Adjustment

    Tip Adjustment Step 3 A tip adjustment allows a merchant to add a tip after a purchase transaction has Enter the last  digits of the RRN found been processed. Tip adjustments can be on the receipt and press OK performed on a credit card transaction and only if this feature has been enabled on your terminal.
  • Page 20 Tip Adjustment (continued) Step 5 Review the adjusted amount of the transaction and press OK An acknowledgement will be displayed once the purchase with tip has been approved 0...

  • Page 21: Cash-Out Only

    Cash-out only Step 3 The cash-out feature is available on debit (cheque and savings) accounts only for Enter required cash amount and press OK EFTPOS transactions. It is an optional feature that you may enable or disable by contacting the Merchant Service Centre. Step 1 Press the MENU button on the home screen...
  • Page 22 Cash-out only (continued) Step 5 Step 7 Prompt customer to select an account. Remove card from the terminal if inserted Only CHQ and SAV can be chosen Step 8 Step 6 Once the transaction has been approved, Prompt customer to enter their PIN and you can provide your customer with press OK the cash...

  • Page 23: Refund

    Refund Step 3 The Refund feature is optional. You may enable or disable the Refund feature Enter your merchant password and press OK by contacting the Merchant Service Centre. Transaction and terminal refund Contact the Merchant Service Centre if you limits apply.
  • Page 24 Refund (continued) Step 5 Step 7 Prompt customer to SWIPE or INSERT Prompt customer to press OK to print the their card refund receipt to sign Note: Even if a PIN is entered, a signed receipt will still be required Step 6 Prompt customer to select their account Step 8...
  • Page 25 Refund (continued) Step 9 Step 11 Remove card from the terminal Press YES to print the customer receipt if inserted if required Step 10 A final acknowledgement will be displayed Compare the customer’s signature with The customer will receive the refund their card and if correct press YES within ...

  • Page 26: Re-Print Receipt For The Last Transaction

    Re-print receipt for the last transaction Step 3 This function allows you to print a duplicate receipt for the last Enter 72 then SELECT. A duplicate transaction processed. merchant receipt for the last transaction will print Step 1 Step 4 Press the MENU button on the home screen Press YES to print a duplicate...

  • Page 27: Review The Details Of The Last Transaction Before Printing

    Review the details of the last transaction before printing Step 3 This function allows you to review the details of the last transaction processed Press OK to review details for the on the terminal screen before you decide last transaction. to print a duplicate receipt.
  • Page 28 Review the details of the last transaction before printing (continued) Step 4 Press YES to print a duplicate customer receipt if required 8...

  • Page 29: Re-Print Receipt For A Past Transaction

    Re-print receipt for a past Transaction Step 3 This function allows you to print a duplicate receipt for a particular Enter the last  digits of the RRN found transaction within the same on the receipt and press OK settlement period. Or if you do not have the RRN, press Step 1 OK and use the scroll keys to find the...
  • Page 30 Re-print receipt for a past Transaction (continued) Step 5 Press YES to print a duplicate customer receipt 0...

  • Page 31: Transaction Listing

    Transaction listing Step 3 This function provides a print out of all transactions processed since the Press SELECT to print all transactions last settlement. Step 1 Press the MENU button on the home screen The transaction history will begin printing Step 4 Press YES if the transaction listing printed OK or NO to print the transaction listing...

  • Page 32: Print Settlement Totals - Pre-Settlement

    Print Settlement Totals – Pre-Settlement Step 3 This function prints a listing of all transactions performed after the last Press 2. Pre-Settlement then SELECT settlement time until the current time. A pre-settlement does not settle the terminal. Step 1 Press the MENU button on the home screen Step 4 Press YES if you want to perform a...

  • Page 33: Print Settlement Totals - Last Settlement

    Print Settlement Totals – Last Settlement Step 3 This function will reprint the total value of the transactions by card type at Last Press 3. Last Settlement then press SELECT Settlement. Step 1 Press the MENU button on the home screen Step 4 Press YES if you want to perform a last settlement or NO to return to the home...

  • Page 34: Manual Settlement

    Manual Settlement Step 3 This function allows you to manually settle for the day. Press 1. Settlement then press SELECT Note: Your terminal will automatically settle at :0pm EST daily, unless a manual settlement is performed. Step 1 Press the MENU button on the home screen Step 4 Press YES if you want to perform a...
  • Page 35 Manual Settlement (continued) Step 5 Press YES if the transaction listing printed OK or NO to print the transaction listing again ...

  • Page 36: Automatic Settlement Set-Up

    Automatic Settlement Set-up Step 3 This function allows you to set-up the terminal to automatically settle every day Press 5. Auto Settle Setup then at a preferred time you specify. press SELECT Step 1 Press the MENU button on the home screen Step 4 For your terminal to automatically settle...
  • Page 37 Automatic Settlement Set-up (continued) Step 5 Step 7 Choose whether to ENABLE or DISABLE Press YES to confirm auto settlement the transaction listing to print after the start time or NO to reject auto settlement terminal settles start time Step 6 Step 8 Enter the settlement time in a 24 hour Enter 3 for the maximum number...

  • Page 38: Automatic Last Settlement Set-Up

    Automatic Last Settlement Set-up Step 3 This function allows you to set-up the terminal to automatically print out the list Press 6. Auto Last Settle Setup of transactions since last settlement every then press SELECT day at a preferred time you specify. This function does not settle the terminal.
  • Page 39 Automatic Last Settlement Set-up (continued) Step 5 Step 7 Choose whether to ENABLE or DISABLE Press YES to confirm Auto Last Settlement the transaction listing to print start time or NO to reject Step 6 Step 8 Enter the settlement time in a 24 hour Enter ...

  • Page 40: Clear Auto Settings

    Clear Auto Settings Step 3 This function allows you to remove the automatic settlement settings that you Press 7. Clear Auto Settle Settings have set. The terminal will settle each then press SELECT night at :0pm EST. Step 1 Press the MENU button on the home screen Step 4 Choose YES or NO to whether you...

  • Page 41: Pre-Authorisation

    Pre-Authorisation Step 2 The Pre-Authorisation feature is optional. You may enable or disable this feature by Press 3. Pre-Authorisation then SELECT contacting the Merchant Service Centre. Pre-Authorisations are available for credit cards only. Pre-Authorisation is used to preserve a value amount on a cardholder’s account. The value amount is generally held for up to 7 days depending on the cardholder’s financial institution.
  • Page 42 Pre-Authorisation (continued) Step 4 Prompt customer to SWIPE or INSERT their card Step 6 Prompt customer to remove their card Step 5 Prompt customer to enter PIN then OK, or press OK to sign If a PIN was entered, an Approved screen will display.
  • Page 43 Pre-Authorisation (continued) Step 7 Prompt customer to sign the receipt and verify customer’s signature ...

  • Page 44: Pre-Authorisation Completion

    Pre-Authorisation completion Step 3 The pre-authorisation completion process looks up the original Prompt customer to SWIPE pre-authorisation record, confirms or INSERT their card the transaction value and puts the pre-authorisation payment through as a transaction. A Pre-Authorisation Completion transaction should be performed up to 7 days from when the Pre-Authorisation was processed.
  • Page 45 Pre-Authorisation completion (continued) Step 5 Step 6 Enter the last 7 digits of the RRN found on Enter the Completion sale amount the receipt and press OK and press OK Step 5a Step 7 Enter the Auth Date (Authorisation Prompt customer to sign the receipt Date) found on the receipt in DDMM format and press OK.
  • Page 46 Pre-Authorisation completion (continued) Step 8 Step 10 Remove card from the terminal Press YES to print the customer receipt if inserted if required Step 9 Verify the customer’s signature with the signature on the card. If this is correct, press YES ...

  • Page 47: Surcharge

    Surcharge Merchants have the ability to charge customers an additional fee for paying by debit or credit cards – surcharging. The surcharge can be either a fixed fee or a percentage fee based on the value of the transaction. A surcharge fixed fee amount that is greater than $ or a percentage amount greater than 1% is prohibited by the terminal.

  • Page 48: Surcharge - Turn On/Off

    Surcharge – Turn on/off Step 1 Step 3 Press the MENU button on the The terminal will display the current status home screen and ask if you would like to change it. Select YES to make changes to the surcharge status Select NO to return to idle screen Step 2 Enter 12.

  • Page 49: Surcharge And Card Acceptance Set-Up

    Surcharge and Card Acceptance Set-up Step 1 Step 3 Press the MENU button on the Press YES to make changes to home screen surcharge values. Step 2 Step 4 Enter 12. Surcharge then press SELECT Press ENABLE ...
  • Page 50 Surcharge and Card Acceptance Set-up (continued) Step 5 Step 6 Scroll to the card type. Press YES to ACCEPT these types of For example 2. cards on your terminal Visa CR then press SELECT Press NO to cancel and return to the home screen Step 7 Press YES to set up SURCHARGE for...
  • Page 51 Surcharge and Card Acceptance Set-up (continued) Step 8 Step 10 Choose whether you want the surcharge Check the confirmation screen and press amount to be a fixed fee or a % of the YES to confirm or NO to cancel total then press SELECT Step 11 Step 9...

  • Page 52: Shift Totals

    Shift Totals Step 3 This function allows you to determine the total value of transactions since the last Press YES to reset shift totals or NO re-set. to print current shift totals Step 1 Press the MENU button on the home screen Step 4 Press YES if the shift totals printed...

  • Page 53: Balance Enquiry

    Balance Enquiry Step 3 An account balance can only be obtained for NAB cardholders Press 4. Balance Enquiry then (Savings or Cheque). press SELECT Step 1 Press the MENU button on the home screen Step 4 Prompt customer to SWIPE or...
  • Page 54 Balance Enquiry (continued) Step 5 Prompt customer to select an account Step 6 Prompt customer to enter their PIN and to press OK Step 7 The current balance and available funds will be displayed. Press OK to continue and remove card if inserted ...

  • Page 55: Void

    Void Step 3 This function allows the last transaction performed to be cancelled. This is an Press 1. Void then SELECT optional feature and can be added or removed by contacting the Merchant Service Centre. A void transaction will not appear on the Merchant Statement, Settlement report or on the cardholder’s statement.
  • Page 56 Void (continued) Step 5 Review the Void Transaction screen and press YES to void the transaction or NO to cancel and return to the home screen Step 6 An acknowledgement will be displayed once the transaction has been voided Press YES to print the customer receipt if required ...

  • Page 57: Change Merchant Password

    Change Merchant Password Step 3 This function allows you to change the Merchant password which is used to Press 1. Merchant Password then SELECT access some functions such as Refunds and Voids. Step 1 Press the MENU button on the home screen Step 4 Enter the existing Merchant password...
  • Page 58 Change Merchant Password (continued) Step 5 Step 7 Enter a new Merchant password and An acknowledgement will be displayed press OK once the Merchant password has been changed Step 6 Enter the new Merchant password again to confirm and press OK 8...

  • Page 59: Change Terminal Password

    Change Terminal Password Step 3 This function allows you to change the Terminal password which is used Press 2. Terminal Password then SELECT to unlock the terminal. Step 1 Press the MENU button on the home screen Step 4 Enter the existing Terminal password and press OK If unknown, the Terminal password can be Step 2...
  • Page 60 Change Terminal Password (continued) Step 5 Step 7 Enter a new Terminal password and An acknowledgement will be displayed press OK once the Terminal password has been changed Step 6 Enter the new Terminal password again to confirm and press OK 0...

  • Page 61: Keyboard Lock

    Keyboard Lock Step 1 Step 3 Press the MENU button on the Press YES to lock the terminal home screen Step 4 Step 2 Enter your  digit Terminal Password Enter 13. Keyboard Lock then to unlock the terminal press SELECT 1...

  • Page 62: Stationery Order (Ordering Receipt Rolls)

    Stationery Order (ordering receipt rolls) Step 3 You may order receipt rolls directly from your terminal. The stationery order Press YES to order terminal receipt rolls will not be sent straight away, it will be or NO to return to the home screen sent after a logon or the next financial transaction.

  • Page 63: Fallback Procedure

    Fallback procedure In the event of the terminal being unable to communicate with NAB, it will default to a ‘fallback’ situation. Amounts above your floor limit require an authorisation number to be obtained from the appropriate authorisation centre and entered when requested into the terminal.

  • Page 64: Unionpay Cards

    UnionPay Cards – effective February 2013 UnionPay is a card scheme that originated in mainland China and also operates throughout parts of Asia. UnionPay issues both debit and credit cards which can be accepted at selected merchants across Australia. Processing UnionPay transactions All UnionPay cards must be swiped through the terminal card reader to initiate the transaction.
  • Page 65 UnionPay Refunds • The Auth ID, RRN and purchase date from the original purchase need to be entered • Multiple refunds can be done against a purchase on a UnionPay card, however the total amount refunded must not exceed the original purchase amount •...
  • Page 66 Examples of UnionPay cards Type of UnionPay cards Example Note Credit Cards with hologram are UnionPay Credit Cards Debit No hologram is a Debit Card ...

  • Page 67: Manual Backup

    Manual backup procedure Manual backup procedures involve the use of the manual imprinter and vouchers. This procedure should only be used in the following circumstances: – A card is inserted, swiped or key entered (if function enabled) and the terminal responds with an error message –...
  • Page 68 Merchant requirements to ensure transactions are valid 1. For all manual transactions: Always try the transactions through the terminal first Check the card is being used after its ‘valid from’ date and before its ‘valid to’ date Ensure that the card imprint is legible and complete Obtain authorisation for above floor limit transaction amounts Ensure the cardholder’s name matches the cardholder’s gender .

  • Page 69: Termination Of Eftpos Service

    Termination of EFTPOS merchant service Should you elect to terminate your EFTPOS merchant service with NAB, you will need to return all the terminals, printers, power packs and cabling to your nearest NAB branch. You will also need to return your imprinter and any unused stationery.
  • Page 70 Notes:...
  • Page 71 Notes:...
  • Page 72 ©2017 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 A100966-0717 7...

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Eftpos countertop

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