VeriFone EFTPOS 1 User Manual
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VeriFone EFTPOS 1 User Manual

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EFTPOS 1.
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Summary of Contents for VeriFone EFTPOS 1

  • Page 1 EFTPOS 1. User guide.
  • Page 2 Contact Details BankSA Merchant Helpdesk • Service, Sales and Support • Terminal Difficulties • Stationery Orders 1300 780 940...

  • Page 3: Table Of Contents

    How to process a Refund Transaction �����������������������������������������������������������������������������������������������������������21 4�5 How to process a Purchase with Tip transaction� ���������������������������������������������������������������������������������25 4�6 MOTO� �������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������29 4�7 Pre-Authorisation� ���������������������������������������������������������������������������������������������������������������������������������������������������������32 4�8 Split Purchase ������������������������������������������������������������������������������������������������������������������������������������������������������������������62 Electronic Fallback. �������������������������������������������������������������������������������������������������������������������������������72 Surcharging.������������������������������������������������������������������������������������������������������������������������������������������������72 Cancelling a Transaction� �����������������������������������������������������������������������������������������������������������������������������������������74 7�2 Exception Scenarios� ���������������������������������������������������������������������������������������������������������������������������������������������������74 EFTPOS 1 USER GUIDE...
  • Page 4 Restart Terminal� ���������������������������������������������������������������������������������������������������������������������������������������������������������110 Network Configuration. �����������������������������������������������������������������������������������������������������������������111 13�1 Ethernet Setup� �������������������������������������������������������������������������������������������������������������������������������������������������������������111 13�2 Enabling WiFi� ����������������������������������������������������������������������������������������������������������������������������������������������������������������118 13�3 GPRS Setup� ������������������������������������������������������������������������������������������������������������������������������������������������������������������� 128 13�4 Dial Setup� ����������������������������������������������������������������������������������������������������������������������������������������������������������������������� 133 Glossary. �����������������������������������������������������������������������������������������������������������������������������������������������������137 Troubleshooting. ���������������������������������������������������������������������������������������������������������������������������������138 15�1 Response Codes� �������������������������������������������������������������������������������������������������������������������������������������������������������� 138 15�2 Hardware Faults� ����������������������������������������������������������������������������������������������������������������������������������������������������������139 EFTPOS 1 USER GUIDE...

  • Page 5: Introduction

    1 Introduction. The EFTPOS 1 terminal lets you process online transactions for Debit Cards (savings and cheque accounts), Credit Cards (Visa, Mastercard ® and UnionPay) and Charge Cards (American Express ® , Diners Club and JCB)� To accept Charge Card transactions please contact the relevant Charge Card Provider�...

  • Page 6: Getting Started

    2 Getting Started. The EFTPOS 1 terminal is a complete unit that includes: • EFTPOS 1 terminal • Terminal base • Paper rolls • Cables (Ethernet and phone) • Power supply VX 690 Cancel Clear/Back Enter , ‘ “ - SP...

  • Page 7: Using The Touch Screen

    Using the Touch Screen. The EFTPOS 1 terminal has a colour touch screen� To navigate using the touch screen, follow the prompts and press the option on the screen to make a selection� Keyboard Layout. Key Title Symbol Key Purpose...

  • Page 8: Terminal Display

    Battery plugged into a power supply and is charging charging The Bluetooth ® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc� and any use of such marks by BankSA is under licence� EFTPOS 1 USER GUIDE...

  • Page 9: Charging Your Terminal

    2� Plug the AC power cord into a wall outlet or a surge protected power board� Note: It is recommended that you charge your terminal through the terminal base as this will enable you to quickly return your terminal to charge mode between uses. EFTPOS 1 USER GUIDE...

  • Page 10: Manual Start And Shutdown

    Manual Start and Shutdown. Terminal Start-up When placed on the base, the EFTPOS 1 terminal will automatically turn on� To turn on the terminal manually, hold the key down for 10 seconds until the start-up screen is displayed on the terminal. ii) Terminal Shutdown...
  • Page 11 Upon the successful completion of the parameter download the terminal will display “Parameter Download Successful”. Parameter Download Successful The terminal will restart� Once the home screen is displayed you are now ready to begin transacting� Tuesday 24 June 2014 Menu EFTPOS 1 USER GUIDE...

  • Page 12: Procedures

    3. Setup 3. MOTO 4. Load Params 4. Functions 4. Pre-Auth To choose a main menu item: Press the menu item using the touch screen; or ii) Enter the number of the menu item using the keypad� EFTPOS 1 USER GUIDE...

  • Page 13: Contactless Transactions

    Contactless Transactions. The EFTPOS 1 terminal is fitted with an in-built contactless card reader, mounted behind the screen, which enables the terminal to process contactless card transactions. 1. When prompted by the terminal, position the contactless card above the terminal screen. 2. Await the confirmation beeps before removing the card.

  • Page 14: Magnetic Stripe Transactions

    Magnetic Stripe Transactions. The EFTPOS 1 terminal supports magnetic stripe transactions� The magnetic stripe reader is located on the right hand side of the terminal� 1� Position a magnetic stripe card in the card reader with the stripe facing inward, towards the keypad�...

  • Page 15: Transaction Procedures

    Press the touch screen or the key to proceed� Accept Amount Press the touch screen or the key to proceed without cash out for a Purchase-only transaction� Total Amount Enter Cash Out Leave empty to Skip EFTPOS 1 USER GUIDE...
  • Page 16 Note: If the customer does not wish to enter a PIN it can be bypassed for certain card types PIN or Enter by leaving the PIN blank and pressing the touch screen or the key� Signature EFTPOS 1 USER GUIDE...
  • Page 17 If the signature on the receipt matches the signature on the card, touch the “Yes” button on the touch screen or press the key to confirm. Otherwise touch the “No” button on the touch screen or press the key to cancel the transaction. EFTPOS 1 USER GUIDE...
  • Page 18 Note: Before completing the purchase, 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 9� EFTPOS 1 USER GUIDE...

  • Page 19: How To Process A Purchase With Cash Out Transaction

    Total Amount The cash out amount may be left at $0�00 by just pressing the key� Note: cash out is only available on cheque and savings accounts� Enter Cash Out Leave empty to Skip EFTPOS 1 USER GUIDE...
  • Page 20 If a chip card was inserted and is yet to be removed, this prompt will appear� Remove the card at this prompt� The terminal will beep as a reminder if the card is not removed� Remove Card EFTPOS 1 USER GUIDE...
  • Page 21 Print Customer Select “Yes” on the touch screen or press the Receipt? to print a customer copy� If not required, select “No” on the touch screen or press the key� Printing of customer receipt will begin� Printing... EFTPOS 1 USER GUIDE...

  • Page 22: How To Process A Cash Out Only Transaction

    Accept Amount If the transaction was not initiated by swipe/ Total Amount insertion of a card this screen will be displayed� Insert or swipe the customer’s card (see Sections 3�3, 3�4,and 3�5)� Insert card Swipe card EFTPOS 1 USER GUIDE...
  • Page 23 If a chip card was inserted and is yet to be removed, this prompt will appear� Remove the card at this prompt� The terminal will beep as a reminder if the card is not removed Remove Card EFTPOS 1 USER GUIDE...
  • Page 24 If not required, select “No” on the touch screen or press the key� Wait for printer If you have elected to print a receipt, the screen will display a picture of a printer to indicate it is printing a customer receipt� Printing... EFTPOS 1 USER GUIDE...

  • Page 25: How To Process A Refund Transaction

    MERCHANT Once the correct password is entered the terminal Enter password: will proceed to the next screen in Step 4� Note: To obtain your Merchant Password, please call the Merchant Helpdesk� ****** EFTPOS 1 USER GUIDE...
  • Page 26 Enter Original Note that the refund amount cannot exceed the TRAN value of the original transaction� Please Wait The terminal will connect to the bank and begin processing the refund� EFTPOS 1 USER GUIDE...
  • Page 27 Signature ok? If the signature matches the signature on the card, select “Yes” on the touch screen or press the to confirm. Otherwise, select “No” on the touch screen or press key� This will cancel the transaction� EFTPOS 1 USER GUIDE...
  • Page 28 Print Customer Select “Yes” on the touch screen or press the Receipt? to print a customer copy� If not required, select “No” on the touch screen or press the key� Printing of customer receipt will begin� Printing... EFTPOS 1 USER GUIDE...

  • Page 29: How To Process A Purchase With Tip Transaction

    Key in tip amount and press the touch screen or key� Total Amount The tip amount may be left at $0�00, by leaving blank and pressing the touch screen or the key� Enter Tip Leave empty to Skip EFTPOS 1 USER GUIDE...
  • Page 30 If a chip card was inserted and is yet to be removed, this prompt will appear� Remove the card at this prompt� The terminal will beep as a reminder if the card is not removed� Remove Card EFTPOS 1 USER GUIDE...
  • Page 31 If the signature on the receipt matches the signature on the card, touch the “Yes” button on the touch screen or press the key to confirm. Otherwise touch the “No” button on the touch screen or press the key to cancel the transaction� EFTPOS 1 USER GUIDE...
  • Page 32 Print Customer Press the touch screen or the key to print a Receipt? customer copy� If not required press “No” on the touch screen or key� If customer copy is required it will begin printing� Printing... EFTPOS 1 USER GUIDE...

  • Page 33: Moto

    If a correction is required press the touch screen MOTO Amount or the key to remove the last number entered or the key to return to the idle screen� Press the touch screen or the key to continue� Accept amount EFTPOS 1 USER GUIDE...
  • Page 34 If no CVV is present, leave blank and press the touch Enter CVV: screen or the key and proceed to Step 7� EFTPOS 1 USER GUIDE...
  • Page 35 The terminal will print the receipt and display the transaction result� Approved <Declined Reason> Press ENTER Key Print Customer Press the touch screen or the key to print a Receipt? customer copy� If not required, press the touch screen or the key� EFTPOS 1 USER GUIDE...

  • Page 36: Pre-Authorisation

    ✓ ✗ ✗ ✗ ✗ ✗ Pre-Authorisation Partial Cancellation ✓ ✓ ✗ ✗ ✗ ✗ ✗ Pre-Authorisation Extend ✓ ✓ ✗ ✗ ✗ ✗ ✗ Pre-Authorisation Top-Up ✓ ✓ ✗ ✗ ✗ ✗ ✗ Account Verify EFTPOS 1 USER GUIDE...
  • Page 37 If a correction is required press the key to remove the last number entered or the key to return to Pre-Auth Amount the idle screen� Press the touch screen or the key to continue� Accept Amount EFTPOS 1 USER GUIDE...
  • Page 38 If a chip card was inserted, and is yet to be removed, this prompt will be displayed� Remove the card at this prompt� The terminal will beep as a reminder if the card is not removed� Remove Card EFTPOS 1 USER GUIDE...
  • Page 39 Signature ok? on the card, touch the “Yes” button on the touch screen or press the key to confirm. Otherwise touch the “No” button on the touch screen or press the key to cancel the transaction� EFTPOS 1 USER GUIDE...
  • Page 40 Signature Approved Signature Declined Press ENTER Key Print Customer Press “Yes” on the touch screen or the key to print Receipt? a customer copy� If not required, press “No” on the touch screen or key� EFTPOS 1 USER GUIDE...
  • Page 41 2� Using the Browse Pre-Auth ID function� The terminal can browse the Pre-Authorisation transactions for 14 days� Note: If the Pre-Authorisation transaction is no longer present, use the Pre-Auth ID to complete the transaction EFTPOS 1 USER GUIDE...
  • Page 42 Go to Step 4� 1. Enter Pre-Auth ID 2. Browse Pre-Auth Select “Browse Pre-Auth” on the touch screen or enter the number of the menu item using the keypad� Go to Step 5� EFTPOS 1 USER GUIDE...
  • Page 43 “TRANSACTION NOT FOUND Retry Tran?” Retry Tran? Press “Yes” on the touch screen or the key to re-enter the Pre-Auth ID� Press “No” on the touch screen or the key to return to the idle screen� EFTPOS 1 USER GUIDE...
  • Page 44 COMPLETION Note: The completion amount entry will be restricted by variance limits applied to the original Pre-Auth amount� Accept Amount COMPLETING The terminal will begin processing the Pre-Auth completion� PRE-AUTH Please Wait EFTPOS 1 USER GUIDE...
  • Page 45 The terminal will now print the receipt and display the transaction result� Approved <Declined Reason> Press ENTER Key Print Customer Press “Yes” to print a customer copy or the key� Receipt? If not required, select “No” or press the key� EFTPOS 1 USER GUIDE...
  • Page 46 1. Enter Pre-Auth ID Go to Step 4� 2. Browse Pre-Auth Select “Browse Pre-Auth” on the touch screen or enter the number of the menu item using the keypad� Go to Step 5� EFTPOS 1 USER GUIDE...
  • Page 47 “Transaction Not Found Retry Tran?” Retry Tran? Press “Yes” on the touch screen or the key to re-enter the Pre-Auth ID� Press “No” on the touch screen or the key to return to the idle screen� EFTPOS 1 USER GUIDE...
  • Page 48 The terminal will now print the receipt and display the transaction result� Approved <Declined Reason> Press ENTER Key Press “Yes” to print a customer copy or the key� Print Customer Receipt? If not required, select “No” or press the key� EFTPOS 1 USER GUIDE...
  • Page 49 01234567 PRE-AUTH ID 01234567 PRE-AUTH AUD500.00 PRE-AUTH AUD500.00 TOTAL AUD500.00 TOTAL AUD500.00 (000) APPROVED (000) APPROVED *CANCELLED* *CANCELLED* * — CANCELLED TRANS — * * — CANCELLED TRANS — * SAVE RECEIPT *CUSTOMER COPY* SAVE RECEIPT EFTPOS 1 USER GUIDE...
  • Page 50 Once entry is complete the cardholder can press the touch screen or the key� Note: A PIN can be bypassed for certain card types PIN or Enter by leaving the PIN blank and pressing the key� Signature EFTPOS 1 USER GUIDE...
  • Page 51 Credit card transactions as well as PIN authorisation� Certain cards (for example signature-only cards, payment cards that do not have a chip and some Signature international cards) will also require a signature� required Your terminal will be able to process these cards as normal. EFTPOS 1 USER GUIDE...
  • Page 52 A Pre-Authorisation top-up can be processed in one of three ways: 1. Using the Pre-Auth ID from the Mastercard Pre-Authorisation transaction, within 30 days of the original Pre-Authorisation transaction� (Note: The 30 day expiry may vary if a Pre-Authorisation extend has been performed)� EFTPOS 1 USER GUIDE...
  • Page 53 2. Completion 3. Cancellation 4. Account Verify From the Pre-Auth select the “Top-Up” option on the Pre-Auth touch screen or enter the number of the menu item on the keypad� 1. Top-Up 2. Extend 3. Partial Cancel EFTPOS 1 USER GUIDE...
  • Page 54 NO TRANS FOUND This prompt will time out after 30 seconds, or press the key to return to the idle screen� RETRIEVING The terminal will begin locating the stored transaction� INFORMATION Please Wait EFTPOS 1 USER GUIDE...
  • Page 55 � To p - Up .0 0 A UD A c c e p t A m o u n t The terminal will begin processing the Please Wait Pre-Auth top-up� EFTPOS 1 USER GUIDE...
  • Page 56 Step Terminal Display Action From the main menu select the “Pre-Auth” option on 1. Cash Out the touch screen or enter the number of the menu item on the keypad� 2. Refund 3. Pre-Auth 4. Settlement EFTPOS 1 USER GUIDE...
  • Page 57 Go to Step 5� Select “Browse Pre-Auth” on the touch screen or enter the number of the menu item on the keypad� Go to Step 6� EFTPOS 1 USER GUIDE...
  • Page 58 NO TRANS FOUND This prompt will time out after 30 seconds, or press the key to return to the idle screen� The terminal will begin locating the stored RETRIEVING transaction� INFORMATION Please Wait EFTPOS 1 USER GUIDE...
  • Page 59 Total $5.00 Confirm? Please Wait The terminal will begin processing the Pre-Auth extension� The terminal will now begin printing the receipt and display the transaction result� Approved <Declined Reason> Press ENTER Key EFTPOS 1 USER GUIDE...
  • Page 60 Signature Approved Signature Declined Press ENTER Key Print Customer Press “Yes” on the touch screen or the key to print Receipt? a customer copy� If not required, press “No” on the touch screen or key� EFTPOS 1 USER GUIDE...
  • Page 61 2. Refund 3. Pre-Auth 4. Settlement Select the “DOWN” arrow on the touch screen� Pre-Auth 1. Pre-Auth 2. Completion 3. Cancellation 4. Account Verify EFTPOS 1 USER GUIDE...
  • Page 62 Go to Step 6� Enter the Pre-Auth ID which is located on the original Pre-Authorisation receipt and press the touch screen or the key� Go to Step 7� Enter Pre-Auth ID: EFTPOS 1 USER GUIDE...
  • Page 63 To confirm the transaction is correct press the touch screen or the key to continue� CARD ..0412 Press “No” on the touch screen or the key to Pre-Auth $7.00 return to the idle screen� Total $7.00 Confirm? EFTPOS 1 USER GUIDE...
  • Page 64 Approved <Declined Reason> Press ENTER Key Print Customer Press “Yes” on the touch screen or the key to print Receipt? a customer copy� If not required, press “No” on the touch screen or key� EFTPOS 1 USER GUIDE...
  • Page 65 Mastercard and Visa. Supported Retry Tran? This screen will be displayed when attempting to process a completion, partial or full cancellation, Pre-Auth Already top-up or extend on a pre-authorisation transaction Completed that has already been completed� Retry Tran? EFTPOS 1 USER GUIDE...

  • Page 66: Split Purchase

    If the Split Purchase is a Cash payment press the key to access screen “Continue with next Card Payment”. Go to step 12 - and select “Cash”. Note: Tip screen displayed only if enabled� Leave empty to Skip EFTPOS 1 USER GUIDE...
  • Page 67 2. Savings 3. Credit Surcharge is applied to the Split Purchase� Split Bill Amount Press “Yes” on the touch screen to accept and proceed. Note: Surcharge displayed only if enabled� Includes Surcharge of AUD0.50 Continue? EFTPOS 1 USER GUIDE...
  • Page 68  key to print a customer copy. Receipt? If not required, press the “No” button on the touch screen or the key� If no further Split Payments are required the Split Purchase is completed� Go to Step 15� EFTPOS 1 USER GUIDE...
  • Page 69 Split Total $50.00 See section 4�8�3 Split Purchase Receipt (with Outstanding Amount). $5.00 Note: Only successful Split Purchase transactions Surcharge $0.50 will appear on the display and receipt. Total $55.50 ---Split Purchase Completed--- Outstanding Amount $50.00 EFTPOS 1 USER GUIDE...
  • Page 70 “Split Purchase”. Accept amount To Initiate an UnEqual Split Purchase, where each Equal Split Amount Split Purchase member can enter their “Split Purchase” Amount, press “UnEqual” on the touch screen� Number Equal Splits Unequal EFTPOS 1 USER GUIDE...
  • Page 71 Note: Tip screen displayed only if enabled� Insert, swipe or tap the customer’s card Split Bill Amount For “Tap/Contactless cards” Go to Step 10. Tap card Insert/Swipe card The terminal will connect to the bank and begin Please Wait processing the purchase� EFTPOS 1 USER GUIDE...
  • Page 72 The cardholder can now enter their Personal Total Amount Identification Number (PIN). Once entry is complete the cardholder can press the touch screen or the   key. Enter PIN The terminal will connect to the bank and begin Please Wait processing the purchase� EFTPOS 1 USER GUIDE...
  • Page 73 If no further Split Payments are required the Split Purchase is completed� Enter Split Bill Amount Go to Step 16� If there is still an outstanding amount go to Step 13� Note: No Tip or Surcharge applied or Cash� Accept amount EFTPOS 1 USER GUIDE...
  • Page 74 A Duplicate of the Last Split Purchase receipt also can be requested via the “Last Split Receipt” Menu option� Select Menu from the touch screen then press the “DOWN” arrow and select “Reprint Receipt”. Press “Last Split Receipt”. The receipt will print. EFTPOS 1 USER GUIDE...
  • Page 75 Split Purchase 1 160930000157 PURCHASE #### ### 9906 30SEP16 15:28 Debit (C) CHEQUE AUD6.00 AUD0.00 AUD0.00 AUD0.00 025212 OFFLINE APPROVED (Y1) Split Purchase 2 #### PURCHASE #### 30SEP16 15:28 Cash #### #### #### AUD 55.00 #### #### #### EFTPOS 1 USER GUIDE...

  • Page 76: Electronic Fallback

    Terminal will apply surcharging to the purchase component of the transactions only for the following transaction types: • Purchase • Purchase + Tip • Purchase + Cashout • MOTO Note: Transactions completed with Contactless card presentment method will not have surcharge applied. EFTPOS 1 USER GUIDE...
  • Page 77 TIME 18FEB14 14:23 TRAN 000006 DEBIT Visa Credit Visa I CARD���������������������������������������������1234 RID A00000000004 PIX 1014 TVR 000000040000 TSI E800 AUTH 800132 PURCHASE AUD5.25 TOTAL AUD5.25 (000) APPROVED INCLUDES Surcharge AUD0�25 ORIGINAL AMOUNT: AUD5�00 SAVE RECEIPT *DUPLICATE RECEIPT* EFTPOS 1 USER GUIDE...

  • Page 78: Cancelling A Transaction

    EMV-capable terminal. This prompts the user to insert the card chip into the terminal� Terminal Screen Next Step Present the card to the terminal by inserting it into the terminal� Note that the card should not be tapped or swiped� Total Amount Insert/Swipe card Insert card EFTPOS 1 USER GUIDE...
  • Page 79 Present the card to the terminal by swiping the card through the reader on the terminal� Note that the card should not be tapped or inserted� Swipe card EFTPOS 1 USER GUIDE...
  • Page 80 Once the value is correct press the key� Enter Card Number Key in the cardholder’s card expiry date in MMYY format� If a correction is required press the key� Once the value is correct press the key� Exp Date (MMYY): EFTPOS 1 USER GUIDE...
  • Page 81 Step 7� Enter CVV: Select from one of the 3 options and press the No CVV Entry touch screen or key� 1. No CVV on Card 2. CVV Not Readable 3. CVV Bypassed EFTPOS 1 USER GUIDE...
  • Page 82 Next Step Terminal Screen Confirm you wish to process using Phone for Auth. Total Amount Phone For Auth? Call: 1300302226 Merchant ID 000000033773607 Proceed to enter the authorisation number� Enter Auth Number: Alpha EFTPOS 1 USER GUIDE...
  • Page 83 7.2.6 EMV Early Card Removal. The ‘EMV Card Removed’ screen is displayed if the EMV card is removed before the transaction was completed� Next Step Terminal Screen If required, re-attempt the transaction� Card Removed Press ENTER Key EFTPOS 1 USER GUIDE...
  • Page 84 7.2.8 Transaction Time Out. The following screen will be shown when nothing is entered onto the terminal within a certain time out period during a transaction. Next Step Terminal Screen If required, re-attempt the transaction� Trans Cancelled Press ENTER Key EFTPOS 1 USER GUIDE...

  • Page 85: Reprint Receipt

    3. Browse All Terminal shall prompt “Receipt Not Found” with RECEIPT NOT an invalid RRN entry� FOUND A copy of the financial receipt shall be printed. The receipt will clearly state it is a 'DUPLICATE RECEIPT'� Printing... EFTPOS 1 USER GUIDE...
  • Page 86 ACQUIRER NAME MERCHANT NAME MERCHANT ADDRESS 1234 MERCH SUBURB 0212341234 HEADER AUSTRALIA 0000000033773607 1001000005011 TIME 18FEB14 14:23 160523000078 TRAN000006 DEBIT MasterCard CARD ................1234 A00000000004 1014 000000040000 E800 AUTH 800132 PURCHASE AUD5.00 TOTAL AUD5.00 (000) APPROVED *DUPLICATE RECEIPT* EFTPOS 1 USER GUIDE...

  • Page 87: By Date Time

    Select “By Date Time” to search for a specific Search Receipt transaction within a transaction period� 1. By RRN 2. By Date Time 3. Browse All Enter the date and time period in DDMMYYHHMM format to start searching from� FROM (DDMMYYHHMM) __/__/__/__:__ EFTPOS 1 USER GUIDE...
  • Page 88 160509000019 CARD ..0052 showing on the terminal� AMOUNT AUD35.00 TIME 06MAY16 16.24 RESP DECLINED(109) PRESS TO PRINT A copy of the financial receipt shall be printed. The receipt will clearly state it is a 'DUPLICATE RECEIPT'. Printing... EFTPOS 1 USER GUIDE...

  • Page 89: Browse All

    CARD ..0052 showing on the terminal� AMOUNT AUD35.00 TIME 06MAY16 16.24 RESP DECLINED(109) PRESS TO PRINT A copy of the financial receipt will be printed. The receipt will clearly state it is a 'DUPLICATE RECEIPT'� Printing... EFTPOS 1 USER GUIDE...

  • Page 90: Transaction Listing (Show Transaction)

    14 days� Listing 1. Show Transaction 2. Print Transaction Show Select "Since Settlement" to view all the transactions completed on the terminal since last Transaction settlement cutover� 1. Since Settlement 2. By Date Time 3. Show All EFTPOS 1 USER GUIDE...
  • Page 91 Terminal Display Action The terminal will display a breakdown of each Transaction transaction� Use the "UP" or "DOWN" arrow to scroll through the list� TYPE PRE-AUTH 160506000004 CARD ..0052 AMOUNT AUD35.00 TIME 06MAY16 15.24 RESP APPROVED(001) EFTPOS 1 USER GUIDE...

  • Page 92: Transaction Listing (Print Transaction)

    1. Since Settlement 2. By Date Time 2. Show All The terminal will begin printing once the function as been selected� Note: Once the printing has been triggered, there is no stopping the printing� Printing... EFTPOS 1 USER GUIDE...

  • Page 93: By Date Time

    14 days� Listing 1. Show Transaction 2. Print Transaction Select “By Date Time” to view all the transactions Print completed within a specific transaction period. Transaction 1. Since Settlement 2. By Date Time 2. Show All EFTPOS 1 USER GUIDE...
  • Page 94 If an invalid date period has been entered, the NO TRANS FOUND terminal shall prompt (NO TRANS FOUND)� The terminal will print out a transaction listing with a breakdown of each individual transaction completed on the terminal for the specific transaction period� Printing... EFTPOS 1 USER GUIDE...
  • Page 95 025213 CREDIT 160224000079 AUD0.00 AUD0.00 **** *** 0001 ONLINE APPROVED (001) UnionPay (S) AUD5.00 AUD0.00 PRE-AUTH 24FEB16 13:15 AUD5.00 CREDIT 160224000080 AUD0.00 AUD0.00 **** *** 6498 ONLINE APPROVED Mastercard (I) (000) AUD10.00 25945855 AUD0.00 AUD10.00 123445 EFTPOS 1 USER GUIDE...

  • Page 96: Settlement And Reports

    11 Settlement and Reports. 11.1 Settlement. Settlement for EFTPOS 1 can occur via a programmed terminal settlement or a manual settlement� The terminal must be powered on and be able to communicate with the bank for settlement to occur at the programmed time�...

  • Page 97: Cutover

    11.3 Auto Settlement. Auto settlement will automatically force a settlement daily at the time requested you when your merchant facility was established� If required, you can contact the Merchant Helpdesk to change your auto settlement time� EFTPOS 1 USER GUIDE...

  • Page 98: Manual Settlement

    Select the “Cutover” option on the touch screen or enter the number of the menu item using the keypad to begin settlement� 1. Inquiry 2. Cutover 3. Subtotals 4. Pending All The terminal will connect to the bank and Please Wait begin settlement. EFTPOS 1 USER GUIDE...

  • Page 99: Inquiry

    Select option “2” for an Inquiry report on any other past trading date� Note: For a current trading date Inquiry report the “2” value will be empty as settlement has not occurred. 1. 09/07 2. Other EFTPOS 1 USER GUIDE...

  • Page 100: Subtotals Report

    1. Inquiry 2. Cutover 3. Subtotals 4. Pending All Subtotals The terminal will then display the subtotals on screen. PURCHASE $0.00 CASHOUT $0.00 REFUND $0.00 $0.00 TOTAL $5.00 Press ENTER Key EFTPOS 1 USER GUIDE...
  • Page 101 Selecting “Yes” will reset the totals within the terminal to zero� This does not affect any of the inquiry report/ cutover reports� Printing... Note: Subtotals will not reset to zero after printing report and must be reset manually as required� EFTPOS 1 USER GUIDE...
  • Page 102 $0�00 VOID $0.00 $0�00 $0�00 VOID $0.00 Visa $0�00 $0�00 TOTALS $0�00 $0�00 CASH $0�00 $0�00 $0�00 CASH $0�00 VOID $0.00 $0�00 $0�00 VOID $0.00 Mastercard $0�00 $0�00 *---------------------* $0�00 CASH $0�00 $0�00 VOID $0.00 $0�00 EFTPOS 1 USER GUIDE...

  • Page 103: Store And Forwards (S

    Run an S&F totals report from the main 1. Settlement menu by selecting “Settlement”. 2. Reprint Receipt 3. Loan Params 4. Utility Select the “S&F Totals” option to run Settlement the report and press the touch screen or the key� 1. S&F Totals EFTPOS 1 USER GUIDE...
  • Page 104 1001000005011 TIME 18FEB14 14:23 TERMINAL STORED TRANSACTIONS AWAITING TRANSMISSION TXN COUNT TOTAL AMT $0.00 * - - - - - - - - - - - - - - - - - - - - * EFTPOS 1 USER GUIDE...

  • Page 105: Settings

    The terminal will connect to TMS to begin the download. Please Wait The progress of the download will be displayed� Parameter Download User will be able to cancel the download during Please Wait Or this time� Press X To Cancel EFTPOS 1 USER GUIDE...
  • Page 106 Parameter Download of parameters. Successful Upon the unsuccessful completion of the download the terminal will display this screen� The terminal will display a response code which the helpdesk can use in their investigation� PARAMETER DOWNLOAD FAILED (XX) EFTPOS 1 USER GUIDE...

  • Page 107: Merchant Password

    Password the number of the menu item using the keypad� 1. Change Password 2. Reset Password Key in the current 6-digit merchant password and press the touch screen or the key� OLD MERCHANT PASSWORD: EFTPOS 1 USER GUIDE...
  • Page 108 Re-key to confirm the new 6-digit Merchant Password and press the touch screen or the key� CONFIRM NEW PASSWORD Once the Password has been changed successfully, PASSWORD ‘PASSWORD CHANGED’ will be displayed� CHANGED Press ENTER Key EFTPOS 1 USER GUIDE...

  • Page 109: Customise Main Menu

    2. Menu Settings 3. Power Save 4. Restart Term Menu Settings Select the “Change Menu” option on screen or enter the number of the menu item using 1. Change Menu the keypad. 2. Reset Menu EFTPOS 1 USER GUIDE...
  • Page 110 Hospitality position� Once this is completed press the Refund to exit� Save New The merchant can now decide whether to save the Menu Changes? menu changes by pressing the “Yes” or “No” key on screen� EFTPOS 1 USER GUIDE...
  • Page 111 If you would like to reset the menu to your default factory settings select “Reset Menu”. 1. Change Menu 2. Reset Menu Confirm reset to default settings by pressing the RESET MENU “Yes” or “No” key on the screen. ARE YOU SURE? EFTPOS 1 USER GUIDE...

  • Page 112: Power Save

    To turn on Power Save and enter an inactivity 1. None time select “Inactive”. To turn on Power Save always select “Always“� 2. Inactive This will automatically adjust the contrast on the terminal instantly when the terminal is in an 3. Always idle state. EFTPOS 1 USER GUIDE...
  • Page 113 Terminal Display Action If “Inactive” was selected enter the Inactivity time in seconds and press the touch screen or the key� This is the time before the screen automatically dims in idle state� Inactivity time New: EFTPOS 1 USER GUIDE...

  • Page 114: Restart Terminal

    4. Utility Utility Select the “Restart Term” option and press the touch screen or the key� 1. TMS Settings 2. Menu Settings 3. Power Save 4. Restart Term RESTART Confirm you wish to reboot the terminal. TERMINAL? EFTPOS 1 USER GUIDE...

  • Page 115: Network Configuration

    If DHCP is not turned on, you will need to have the following information on hand prior to your new terminal being installed: • IP Address • Subnet Mask • Default Gateway • Primary DNS • Secondary DNS EFTPOS 1 USER GUIDE...
  • Page 116 Network 1. Edit 2. Disable The terminal will now attempt to connect� Connecting Once successful the terminal will then revert back Ethernet to the idle screen� Please wait EFTPOS 1 USER GUIDE...
  • Page 117 4. Bluetooth Config Network Select “Ethernet” as the communication method. Select Type 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up Ethernet Select “Edit” to setup/edit the settings for the Ethernet network� Enabled 1. Edit 2. Disable EFTPOS 1 USER GUIDE...
  • Page 118 Enter the correct Gateway IP Address then press Enter Gateway on screen or the key� IP Address 0.0.0.0 Alpha Enter the correct subnet IP address then press Enter Subnet on screen or the key� Mask 255.255.255.0 Alpha EFTPOS 1 USER GUIDE...
  • Page 119 0.0.0.0 Alpha The terminal will now attempt to connect� Connecting Once successful, the terminal will then revert back Ethernet to the idle screen� Please wait The Ethernet signal icon will now display on the idle screen� EFTPOS 1 USER GUIDE...
  • Page 120 Select Type the keypad. 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up Ethernet Select the “Disable” option on the touch screen or enter the number of the menu item using Enabled the keypad. 1. Edit 2. Disable EFTPOS 1 USER GUIDE...
  • Page 121 To cancel select “No” or the key� Once confirmed, the terminal will return to the idle screen� The Ethernet signal icon should now be removed from the idle screen� Tuesday 24 June 2014 Menu EFTPOS 1 USER GUIDE...

  • Page 122: Enabling Wifi

    Select the “Enable” option on the touch screen or WiFi enter the number of the menu item using the keypad. Disabled 1. Scan New 2. Add WiFi 3. Enable Terminal will now enable to WiFi Connecting communication mode. WiFi Please wait EFTPOS 1 USER GUIDE...
  • Page 123 Enabled keypad to scan for an available WiFi network� 1. Scan New 2. Add WiFi 3. Disable The terminal will now scan for WiFi hotspots Scanning for in the area. WiFi APs EFTPOS 1 USER GUIDE...
  • Page 124 Please wait Upon successful connection, the terminal will show the WiFi network details and then return to the idle screen� The WiFi signal icon will now display on the idle screen� Tuesday 24 June 2014 Menu EFTPOS 1 USER GUIDE...
  • Page 125 Enabled Note: WiFi Network menu will now show “WiFi 1” instead of “Add WiFi” as this is the WiFi connection 1. Scan New remembered by the terminal� 2. WiFi 1 3. Disable EFTPOS 1 USER GUIDE...
  • Page 126 Enter the terminal IP address then press on screen Enter Terminal or the key� IP Address 0.0.0.0 Alpha Enter the gateway IP address then press on screen Enter Gateway or the key� IP Address 0.0.0.0 Alpha EFTPOS 1 USER GUIDE...
  • Page 127 Enter the primary DNS then press on screen or Enter Primary key� 0.0.0.0 Alpha Enter the secondary DNS then press on screen or Enter Secondary key� 0.0.0.0 Alpha Enter the WiFi SSID then press on screen or WiFi key� Enter SSID: Alpha EFTPOS 1 USER GUIDE...
  • Page 128 Please Select Encryption 1. None 2. WPA 3. WPA2 Enter the WiFi password then press on screen or Enter key� WiFi Password ****** Alpha Please Select Select the SEC (Security) mode� SEC Mode 1. TKIP 2. AES EFTPOS 1 USER GUIDE...
  • Page 129 Please wait Upon successful connection, the terminal will show the WiFi network details and then return to the idle screen� The WiFi signal icon will now display on the idle screen� Tuesday 24 June 2014 Menu EFTPOS 1 USER GUIDE...
  • Page 130 4. Bluetooth Config Network Select “WiFi” as the network type. Select Type 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up Select “Disable” to disable WiFi function. WiFi Enabled 1. Scan New 2. WiFi 1 3. Disable EFTPOS 1 USER GUIDE...
  • Page 131 “No” or the  key� Once confirmed, the terminal will return to the idle screen� The WiFi signal icon will now be removed from the idle screen� Tuesday 24 June 2014 Menu EFTPOS 1 USER GUIDE...

  • Page 132: Gprs Setup

    1. WiFi 2. GPRS 3. Ethernet 4. Dial Up DAILY PASSWORD You will be prompted to enter your Daily Password� Select “Enable” to enable GPRS Network. GPRS Disabled 1. Select Provider 2. Network Mode 3. Enable EFTPOS 1 USER GUIDE...
  • Page 133 Select “GPRS” as the communication method. Network Select Type 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up DAILY PASSWORD You will be prompted to enter your Daily Password. GPRS Select “Network Mode” Enabled 1. Select Provider 2. Network Mode 3. Disable EFTPOS 1 USER GUIDE...
  • Page 134 1. Select 2G 2. Select 3G On successful connection, the terminal will GPRS prompt the result and then return to the idle screen. On 2G Network The GPRS signal icon shall appear on the idle screen. GPRS On 3G Network EFTPOS 1 USER GUIDE...
  • Page 135 3. Network 4. Bluetooth Config Select “GPRS” as the communication method. Network Select Type 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up DAILY PASSWORD You will be prompted to enter your Daily Password� EFTPOS 1 USER GUIDE...
  • Page 136 Terminal will prompt to re-confirm disabling GPRS. Disable? Press “Yes” to continue or “No" to cancel out. Once confirmed, terminal will return to idle screen. The GPRS signal icon should be gone from the idle screen� EFTPOS 1 USER GUIDE...

  • Page 137: Dial Setup

    Network Select Type 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up Dial Select “Enable” to enable Dial Up communication type for the terminal� Disabled Terminal will now enable to WiFi communication mode. 1. Edit 2. Enable EFTPOS 1 USER GUIDE...
  • Page 138 Select “Dial Up” as the communication method. Network Select Type 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up Dial Select “1. Edit” to setup/edit the settings for the Dial network� Disabled 1. Edit 2. Enable EFTPOS 1 USER GUIDE...
  • Page 139 If "Yes" go to step 5 If "No" go to step 6 Enter PABX Enter the PABX Code and press "ENTER"� Code Terminal will return to idle screen� The Dial symbol should now appear on the screen� Alpha EFTPOS 1 USER GUIDE...
  • Page 140 Select “Dial Up” as the communication method. Network Select Type 1. WiFi 2. GPRS 3. Ethernet 4. Dial Up Dial Select “Disable” to disable Dial Up function. Disabled The Dial symbol should be gone from the idle screen. 1. Edit 2. Enable EFTPOS 1 USER GUIDE...

  • Page 141: Glossary

    Debit cards) that identifies the issuer and the particular cardholder account)� A number used as a security access code for PIN (Personal Identification EFTPOS transactions. Number) The transaction reference number is an invoice number, TRAN (Transaction Reference found on your terminal receipt� Number) EFTPOS 1 USER GUIDE...

  • Page 142: Troubleshooting

    COMMS COMMS The terminal has Check terminal has ERROR ERROR experienced a connectivity� communication error and Check the signal strength therefore was unable to status icon on terminal complete the transaction� if connectivity is WiFi/GPRS� Retry transaction� EFTPOS 1 USER GUIDE...

  • Page 143: Hardware Faults

    Plug terminal to a power source� If the problem continues, power off the terminal for 10 seconds� Power on the terminal� Print a sample receipt. This will confirm if the printer is operational� Call Merchant Helpdesk if the problem persists� EFTPOS 1 USER GUIDE...
  • Page 144 Re-initiate a “Load Params” from the terminal. Call Merchant Helpdesk if the problem persists� Transaction going offline Ensure the terminal has connectivity� Check under “Settlement”. Initiate a “Load Params” from the terminal. Call Merchant Helpdesk if the problem persists� EFTPOS 1 USER GUIDE...
  • Page 145 This page has been left blank intentionally EFTPOS 1 USER GUIDE...
  • Page 146 EFTPOS 1 USER GUIDE...
  • Page 147 EFTPOS 1 USER GUIDE...
  • Page 148 *American Express is a trademark of American Express�* Mastercard is a registered trademark of Mastercard International Incorporated� © 2018 BankSA – A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. BSA06341 0418...

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