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Presto Smart
e355.
User Guide.

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Summary of Contents for VeriFone Presto Smart e355

  • Page 1 Presto Smart e355. User Guide.
  • Page 2 Contact Details. Westpac Merchant Helpdesk 1800 066 244 • Service, Sales and Support • Terminal Difficulties • Stationery Orders...
  • Page 3: Table Of Contents

    Contents. Introduction..........................5 Merchant Responsibility for Equipment and Materials Provided......5 Cancellation of Facility......................5 Damaged, Lost or Stolen Equipment................6 Merchant Receipts........................6 Getting Started........................6 Keyboard Layout........................7 Keyboard Mapping........................7 Terminal Display........................8 Charging your Terminal......................9 Manual Start and Shutdown.
  • Page 4 6.11 Pre-Authorisation Top-Up....................42 6.12 Pre-Authorisation Extend....................44 6.13 Pre-Authorisation Partial Cancellation................46 6.14 Phone for Auth........................47 Surcharging via the Terminal..................48 Settlement..........................49 Network Configuration.....................49 WiFi Setup..........................49 10.0 Glossary............................56 11.0 Troubleshooting.......................... 57 11.1 Terminal Response Codes.
  • Page 5: Introduction

    1.0 Introduction. The Presto Smart e355 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: Damaged, Lost Or Stolen Equipment

    Merchant Business Solutions Card Acceptance by Business Terms and Conditions. You must provide customers with a receipt unless they request otherwise. Note: The Presto Smart e355 terminal does not have print functionality and all merchant receipts must be printed from the POS.
  • Page 7: Keyboard Layout

    2.2 Keyboard Mapping. The Presto Smart e355 keypad uses a mobile phone style for character set navigation. To type the preferred character, press the destined key a number of times to toggle through different values (e.g., 1, Q, Z, q, z, . )
  • Page 8: Terminal Display

    2.3 Terminal Display. Key Title Symbol Key Purpose WiFi Number of bars indicates strength of the Wi-Fi signal. No WiFi WiFi configured but not connected Battery Internal battery power level displayed when terminal is not connected to mains power. Battery low Battery symbol turn red when the terminal is low on charge.
  • Page 9: Charging Your Terminal

    2.4 Charging your Terminal. There are two options available to charge your terminal, either through connecting the power source directly to a computer or via the power adaptor. 1. Connecting the terminal to a computer: i) Insert the micro-USB connector to the micro-USB port found on the bottom of the terminal.
  • Page 10: Manual Start And Shutdown

    Hold the key down for 10 seconds until the terminal displays the shutdown verification screen. Keep holding the key until the Presto Smart e355 terminal shuts down (the terminal must be unplugged from the power supply or removed from the base before attempting a manual shut down).
  • Page 11: Contactless Transactions

    3.2 Contactless Transactions. The Presto Smart e355 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.
  • Page 12: Magnetic Stripe Transactions

    3.4 Magnetic Stripe Transactions. The Presto Smart e355 terminal supports magnetic stripe transactions. The magnetic stripe reader is located on the top of the terminal. 1. Position a magnetic stripe card in the card reader with the stripe facing inward, towards the keypad.
  • Page 13: Pairing To The Point Of Sale

    4.0 Pairing to the Point of Sale. Your Presto Smart e355 terminal needs to be paired to the Point of Sale (POS) prior to use. The pairing has a time limit of 60 seconds, if the pairing takes longer than 60 seconds then the solution will time out.
  • Page 14 Step Terminal Display Action The terminal will display the following screen when it has established a connection with the POS to begin the pairing process. Pairing POS... The terminal will now display a 6-digit secret key. This 6-digit secret key will also be displayed on the POS.
  • Page 15 Step Terminal Display Action The terminal will now display ‘Pairing successful’ with the name of the POS it is connected to. Press “Complete setup” on the terminal  screen to continue. Pairing successful Paired with “SALSAPOS” Once the terminal has paired successfully, it will display the following screen.
  • Page 16: Disconnecting From The Point Of Sale

    5.0 Disconnecting from the Point of Sale. This function will have to be performed in the event of: • Connecting the terminal to another POS. • Swapping the terminal. Access this function by pressing “ENTER + 3” on the terminal keypad Step Terminal Display Action...
  • Page 17 Step Terminal Display Action The terminal will display the following screen when it has established a connection with the POS to begin the pairing process. MERCHANT Enter password: The terminal will now display the ‘Unpair terminal menu’. Select “1. Unpair terminal”...
  • Page 18: Transaction Procedures

    Step Terminal Display Action The terminal will now display ‘Pairing successful’ with the name of the POS it is connected to. Press “Complete setup” on the terminal screen to continue. Terminal Unpaired 6.0 Transaction Procedures. How to process a Purchase Only Transaction. Note: In integration mode, all transactions need to be initiated from the POS.
  • Page 19 Step Terminal Display Action For magnetic stripe and chip cards select the Select Account required account by pressing the “1”, “2” or “3” key. 1. Cheque Note: The accounts offered on this screen are dynamic and will change depending on the 2.
  • Page 20 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved If a signature is required, remove the card from the terminal and have the customer sign the receipt printed from the POS and confirm the signature is correct on the POS to finalise the transaction.
  • Page 21: How To Process A Purchase With Cash Out Transaction

    6.2 How to process a Purchase with Cash Out Transaction. If enabled, your terminal can process purchase with Cash Out transactions, available from Cheque or Savings accounts only. Note: In integration mode, all transactions need to be initiated from the POS. Step Terminal Display Action...
  • Page 22 Step Terminal Display Action The cardholder can now enter their Personal Identification Number (PIN). Once entry is complete the cardholder can press the key. Total Amount Note: If the customer does not wish to enter a PIN it can be bypassed for certain card types by leaving the PIN blank and pressing key.
  • Page 23: How To Process A Cash Out Only Transaction

    Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved 6.3 How to process a Cash Out Only Transaction. If ‘Cash Out’ is enabled on the terminal, customers can be given Cash Out. Cash Out is available from cheque and savings accounts only.
  • Page 24 Step Terminal Display Action Select the required account “Cheque” or Select Account “Savings” by pressing the “1”, “2” or “3” key. Note: Cash Out is only available on Cheque 1. Cheque and Savings accounts. 2. Savings 3. Credit The cardholder can now enter their Personal Identification Number (PIN).
  • Page 25 Step Terminal Display Action 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 The terminal will display the transaction result and send the response back to the POS.
  • Page 26: Refund

    6.4 Refund. If a customer returns a purchase, or if an incorrect amount was charged, a Refund can be processed as follows: Note: Refunds may only be processed where there was an initial valid transaction on the same card. Step Terminal Display Action Once the Refund transaction has been...
  • Page 27 Step Terminal Display Action For magnetic stripe and chip cards, select the Select Account required account by pressing “1”, “2” or “3”. Note: The accounts offered on this 1. Cheque screen will change depending on the type of card presented. 2.
  • Page 28 Step Terminal Display Action 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 The terminal will display the transaction result and send the response back to the POS.
  • Page 29: How To Process A Purchase With Tip Transaction

    6.5 How to process a Purchase with Tip Transaction. The Tip Amount screen will only display if the tipping feature has been enabled. You may enable or disable the tipping feature by contacting the Merchant Helpdesk. Step Terminal Display Action Once the Purchase with Tip transaction has been initiated from the POS, the terminal will immediately change to the present...
  • Page 30 Step Terminal Display Action The cardholder can now enter their Personal Identification Number (PIN). Once entry is complete the cardholder can press the key. Total Amount Note: If the customer does not wish to enter a PIN it can be bypassed for certain card types by leaving the PIN blank and pressing key.
  • Page 31 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved...
  • Page 32: Moto

    6.6 MOTO. Transactions initiated by mail or telephone are known as MOTO (Mail Order or Telephone Order) transactions. MOTO transactions can on be processed on Credit and Charge cards and will only be available if your Point of Sale device supports this functionality and subject to Westpac approval.
  • Page 33 Step Terminal Display Action Key in the cardholder’s card number. If a correction is required press the key, once the value is correct press the 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.
  • Page 34: Pre-Authorisation

    Step Terminal Display Action Select from one of the 3 options and press No CVV Entry key. 1. No CVV on Card 2. CVV Not Readable 3. CVV Bypassed The terminal will display the transaction result and send the response back to the POS. Approved 6.7 Pre-Authorisation.
  • Page 35 Step Terminal Display Action Once the Pre-Authorisation transaction has been initiated from the POS, the terminal will immediately change to the present Total Amount card prompt. The terminal will now display the Insert/Swipe card screen or press “#” for manual pan input. Insert/Swipe card Manual The cardholder can now enter their Personal...
  • Page 36: Pre-Authorisation Completion

    Step Terminal Display Action 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 The terminal will display the transaction result and send the response back to the POS.
  • Page 37 Step Terminal Display Action Once the Pre-Authorisation Completion transaction has been initiated from the POS, the terminal will begin locating the stored transaction. RETRIEVING INFORMATION Please Wait Once located the terminal will connect to the Bank and begin processing the Pre-Auth Completion.
  • Page 38: Pre-Authorisation Cancellation

    6.9 Pre-Authorisation Cancellation. A Pre-Authorisation Cancellation is used to cancel a Pre-Authorisation that is no longer required. Note: A Pre-Authorisation cancellation transaction can only be performed within 30 days (scheme dependant) from when the Pre-Authorisation was processed. Step Terminal Display Action Once the Pre-Auth Cancellation transaction has been initiated from the POS, the terminal...
  • Page 39: Account Verify

    6.10 Account Verify. The Account Verify function is used to confirm the validity of a card only. No transaction value is processed for this function. No funds are reserved on the card. Step Terminal Display Action Once the Account Verify has been initiated from the POS, the terminal will immediately change to the present card prompt.
  • Page 40 Step Terminal Display Action The terminal will connect to the Bank and begin processing the transaction. Please Wait 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.
  • Page 41 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved <Declined Reason>...
  • Page 42: Pre-Authorisation Top-Up

    6.11 Pre-Authorisation Top-Up. A Pre-Authorisation Top-Up is used to increase the value of the original Pre-Authorisation transaction, where the expected value of the final transaction is higher than initially Pre-Authorised. The expiry date of the original Pre-Authorisation transaction processed on a Mastercard will also be extended. Step Terminal Display Action...
  • Page 43 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved <Declined Reason>...
  • Page 44: Pre-Authorisation Extend

    6.12 Pre-Authorisation Extend. A Pre-Authorisation Extend is used to increase the number of days that the Pre-Authorisation is in effect, up to a further 30 days (scheme dependant). The value of the original Pre-Authorisation is not changed. Step Terminal Display Action Once the Pre-Authorisation Extend has been initiated from the POS, the terminal will begin...
  • Page 45 Step Terminal Display Action Terminal will now prompt for signature approval. Signature required The terminal will display the transaction result and send the response back to the POS. Approved <Declined Reason>...
  • Page 46: Pre-Authorisation Partial Cancellation

    6.13 Pre-Authorisation Partial Cancellation. A Pre-Authorisation Partial Cancellation is used to partially cancel a Pre- Authorisation, where the expected value of the final transaction is lower than the initial Pre-Authorised amount. The expiry date of the original Pre-Authorisation transaction is not changed. Step Terminal Display Action...
  • Page 47: Phone For Auth

    6.14 Phone for Auth. The Phone for Auth screens are displayed when the terminal is offline (EFB mode) and a transaction above the terminal floor limit has been requested. The terminal will prompt for and validate the authorisation number before continuing. Step Terminal Display Action...
  • Page 48: Surcharging Via The Terminal

    7.0 Surcharging via the Terminal. 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. To add a Surcharge fee the merchant must contact the Merchant Helpdesk to activate the feature on the terminal.
  • Page 49: Settlement

    8.0 Settlement. Step Terminal Display Action Initiate Settlement from the POS. The terminal will indicate Approved once the settlement has been completed. The Settlement report will appear on the POS. Approved 9.0 Network Configuration. WiFi Setup. 9.1.1 Enabling WIFI communication type. Step Terminal Display Action...
  • Page 50 Step Terminal Display Action Under the ‘Utility’ menu select 3. “Network”. Utility 1. Reset Terminal 2. Delete S&F 3. VFI_LAN 3. Network 4. Bluetooth Config Select “1. WIFI” as the communication method. Network Select Type 1. WiFi Select “3. Enable” to enable Wi-Fi WiFi communication type for the terminal.
  • Page 51 Step Terminal Display Action Terminal will now enable to Wi-Fi communication mode. Connecting WiFi Please wait 9.1.2 Auto Scan WiFi Network. Step Terminal Display Action While in standalone mode, Press the key to WiFi access the main menu and select “4. Utility”. Enabled Select “1.
  • Page 52 Step Terminal Display Action Terminal will now scan for WiFi hotspot in the area. Scanning for WiFi APs The available WiFi hotspot will be shown Select SSID on the screen. Use ‘up’ “8” or ‘down’ “0” to scroll through the list in the same page (or) 1.
  • Page 53 Step Terminal Display Action Terminal will now attempt to connect to the selected WiFi. WiFi Connecting Please wait Upon successful connection, the terminal will show the WiFi network details and then return to the idle screen. WiFi Setup SSID: VFI_GUEST Auth Type: WPA2-PSK Data Encryption:...
  • Page 54 9.1.3 Disable WiFi Function. Step Terminal Display Action Select “3. Disable” to disable WiFi function. WiFi Note: The WiFi Network menu will now Enabled show ‘2. WIFI 1’ instead of ‘2. Add WiFi’ as this is the WiFi connection remembered 1.
  • Page 55 Step Terminal Display Action The WiFi signal icon will be removed from the idle screen. 14:00 Saturday 4 August 2018 Menu...
  • Page 56: Glossary

    10.0 Glossary. Charge Card American Express, Diners Club or JCB card. Credit Card Mastercard, Visa or UnionPay. CCV Number (Card Check Value) An additional security feature used in transactions where the cardholder is not present (MOTO). Debit Card A card that gives the customer access to a cheque or savings account. The customer must be present when accessing these account types.
  • Page 57: Troubleshooting

    11.0 Troubleshooting. 11.1 Terminal Response Codes. See below for response codes that will appear on your terminal receipts and an explanation of the response codes. Status Terminal Receipt Explanation Action To Be Taken Display Text POWER POWER The terminal Ensure terminal FAILURE FAILURE has experienced...
  • Page 58 Notes...
  • Page 59 Notes...
  • Page 60 © Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. WBCE355UG 0618...

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