Page 1 NAB EFTPOS MOBILE TERMINAL GUIDE Version 0.9...
Page 2 YOUR NAB EFTPOS MOBILE TERMINAL NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 3: Table Of Contents
NAB EFTPOS Mobile Review Details of the Last Transaction NAB EFTPOS Mobile Re-print Receipt for the Last Transaction NAB EFTPOS Mobile Re-print Receipt for Past Transactions with Invoice Number NAB EFTPOS Mobile Print Transaction Listing NAB EFTPOS Mobile Print Settlement Totals – Pre-Settlement NAB EFTPOS Mobile Print Settlement Totals –...
Page 4 NAB should you have any further queries. NAB is here to help you with your NAB EFTPOS Mobile terminal 24 hours a day, 7 days a week. Technical Support for NAB EFTPOS Mobile terminals Before contacting the NAB Merchant Service Centre in regard to any error message, please write down all the error information as well as your merchant and terminal numbers so your query can be quickly resolved.
Page 5 For POS Software – NAB EFTPOS Mobile terminals integrated with your POS Contact your POS Vendor Sales Enquiries 1300 EFTPOS (1300 338 767) 8am – 6pm Monday to Friday Fraud Related Enquiries 1300 668 046 8am – 5pm Monday to Friday Lost or Stolen Cards Call the above authorisation line appropriate for the card type used (credit or debit).
Page 6: Getting To Know Your Nab Eftpos Terminal
GETTING TO KNOW YOUR NAB EFTPOS MOBILE TERMINAL Contactless landing zone Swipe reader Terminal display/ touchscreen Menu key Cancel key Telephone-style keypad Clear key Enter/Power on key Feed Chip card reader NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 7 NAB EFTPOS MOBILE TERMINAL (CONTINUED) Using the Touchscreen The NAB EFTPOS Mobile terminal has a colour touchscreen. Navigating using the touchscreen is easy and intuitive for your customers. Simply follow the prompts and tap the option on the screen to make a selection.
Page 8: Contactless Tap & Go
TAP & GO The NAB EFTPOS Mobile terminal comes 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: Understanding Your Nab Eftpos Mobile Terminal Integrated With Your Pos
NAB EFTPOS MOBILE TERMINAL INTEGRATED WITH YOUR POS NAB EFTPOS Mobile terminals integrate with your Point of Sale (POS) solution to process credit, debit and charge card transactions. When the card payment option is selected, the POS integration software provided by PC-EFTPOS, interacts with the NAB EFTPOS Mobile terminal to process the transaction.
Page 10: Understanding Your Nab Eftpos Mobile Terminal
• Broadband Internet via Ethernet • Broadband Internet via WiFi • Dial Up The NAB EFTPOS Mobile terminal and base are paired via Bluetooth. This enables the terminal to continue to operate normally when it is separated from the base. Navigating the Menu To access the Menu, press the Menu button.
Page 11: Nab Eftpos Mobile Multi-Merchant Terminals
The additional merchants who use the terminal are the Secondary merchants. A Secondary merchant has been granted the use of the terminal by the Primary merchant. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Processing transactions on a terminal that supports multiple merchants When you process transactions on a terminal that supports multiple merchants, the SELECT MERCHANT screen displays, prompting you to select the relevant merchant.
Page 12: Nab Eftpos Mobile Sale - Tap
NAB EFTPOS MOBILE SALE – TAP Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS. Step 1 Step 2 Enter the sale amount directly on the screen...
Page 13 NAB EFTPOS MOBILE SALE – TAP (CONTINUED) Step 5 Step 6 Press Yes to print the customer receipt copy if required Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 14: Nab Eftpos Mobile Sale - Insert/Swipe Using Pin
NAB EFTPOS MOBILE SALE – INSERT/SWIPE USING PIN Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS. Step 1 Step 2 Enter the sale amount directly on the screen and...
Page 15 An acknowledgement displays once the sale has been approved and the merchant receipt will print. Remove card from the terminal if inserted Step 7 Step 8 Press Yes to print the customer receipt if required Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 16: Nab Eftpos Mobile Sale - Insert/Swipe Using Signature
– INSERT/SWIPE USING SIGNATURE The signature option is only available for cards issued overseas. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 17 Remove card from the terminal if inserted Step 7 Ask customer to sign the receipt. You will need to verify your customer’s signature with the signature on the card. If this is correct, press Yes NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 18 NAB EFTPOS MOBILE SALE – INSERT/SWIPE USING SIGNATURE (CONTINUED) Step 8 Step 9 Press Yes to print the customer receipt if required. Printing message is displayed. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 19: Nab Eftpos Mobile Sale With Cash-Out
A sale with cash-out transaction is shown as one total item in the settlement report and on the monthly merchant statement. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 20 NAB EFTPOS MOBILE SALE WITH CASH-OUT (CONTINUED) Step 5 Step 6 Ask customer to enter the PIN Processing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 21 Press Yes to print the customer receipt if required been successfully processed and the merchant receipt will print automatically. Ask customer to remove their card if inserted. Step 9 Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 22: Nab Eftpos Mobile Sale With Tip
A sale with tip transaction is shown as one total item in the settlement report and on the monthly merchant statement. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS.
Page 23 Step 7 Press Yes to print the customer receipt if required. An acknowledgement displays once the sale has been approved and the merchant receipt will print Remove card from the terminal, if inserted NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 24 NAB EFTPOS MOBILE SALE WITH TIP (CONTINUED) Step 9 Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 25: Nab Eftpos Mobile Cash-Out Only
Merchant Service Centre. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 26 Step 8 Processing message is displayed An “Approved” acknowledgement displays once the cash-out has been successfully processed and the merchant receipt will print automatically Ask customer to remove their card if inserted. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 27 NAB EFTPOS MOBILE CASH-OUT ONLY (CONTINUED) Step 9 Step 10 Press Yes to print the customer receipt if required. Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 28: Nab Eftpos Mobile Refunds
The Refund feature is optional. You may enable or disable the Refund feature by contacting the Merchant Service Centre. Transaction and terminal refund limits apply. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 29 REFUNDS (CONTINUED) Step 5 Step 6 Ask customer to TAP their card Ask customer to select an account Step 8 Step 7 Processing message is displayed Ask customer to enter their PIN NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 30 Always compare the signature on the card with the signature on the receipt You should always swipe or insert the card through the terminal rather than key entering the card information to reduce your exposure to fraudulent transactions. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 31: Nab Eftpos Mobile Review Details Of The Last Transaction
This function allows you to review the details of the last transaction processed on the terminal screen before you proceed to print a duplicate receipt. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 32 NAB EFTPOS MOBILE REVIEW DETAILS OF THE LAST TRANSACTION (CONTINUED) Step 5 Step 6 View batch more information View batch more information (cont.) NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 33: Nab Eftpos Mobile Re-Print Receipt For The Last Transaction
RE-PRINT RECEIPT FOR THE LAST TRANSACTION This function allows you to print a duplicate receipt for the last transaction processed. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 34: Nab Eftpos Mobile Re-Print Receipt For Past Transactions With Invoice Number
This function allows you to print a duplicate receipt for a particular transaction (invoice number) within the same settlement period. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 35 NAB EFTPOS MOBILE RE-PRINT RECEIPT FOR PAST TRANSACTIONS WITH INVOICE NUMBER (CONTINUED) Step 5 Step 6 Scanning batch details message display Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 36: Nab Eftpos Mobile Print Transaction Listing
PRINT TRANSACTION LISTING This function provides a print out of all transactions processed since the last settlement. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Step 2...
Page 37: Nab Eftpos Mobile Print Settlement Totals - Pre-Settlement
This function prints a listing of all transactions performed after the last settlement time until the current time. A pre-settlement does not settle the terminal Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 38 NAB EFTPOS MOBILE PRINT SETTLEMENT TOTALS – PRE-SETTLEMENT (CONTINUED) Step 5 Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 39: Nab Eftpos Mobile Print Settlement Totals - Last Settlement
PRINT SETTLEMENT TOTALS – LAST SETTLEMENT This function will reprint the total value of the transactions by card type at Last Settlement. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 40: Nab Eftpos Mobile Manual Settlement
Note: Your terminal will settle automatically at 9:30pm AEST daily, unless a manual settlement is performed. You can also set your terminal to automatically settle at a time that suits you. To do this, refer to NAB EFTPOS Mobile Automatic Settlement Time Set-up on page 88.
Page 41 NAB EFTPOS MOBILE MANUAL SETTLEMENT (CONTINUED) Step 3 Step 4 QA NAB processing message is displayed. Press Yes to print a transaction list of all individual transactions Step 5 Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 42: Nab Eftpos Mobile Pre-Authorisation
Approval Code from the receipt. Pre-Authorisations are available for credit cards only. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 43 Processing message is displayed Step 7 Step 8 An Approved acknowledgement displays once the Press Yes to print the customer receipt if required. pre-authorisation has been processed successfully and the merchant receipt will print automatically. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 44 NAB EFTPOS MOBILE PRE-AUTHORISATION (CONTINUED) Step 9 Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 45: Nab Eftpos Mobile Pre-Authorisation Completion - Visa & Mastercard
The value amount is generally held for up to 7 days on pre-authorisation, depending on the cardholder’s financial institution. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 46 If pre-authorisation transaction is not found on merchant receipt and press ENTER Terminal then this step 6a is displayed instead of Step 6. Ask customer to TAP, INSERT or SWIPE their card NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 47 Step 7 after this step. Step 6e Step 6f Enter the Issuer TRV from the pre-authorisation Enter the Issuer STAN from the pre-authorisation merchant receipt and press ENTER merchant receipt and press ENTER NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 48 The merchant receipt will print automatically. Step 8 Step 9 An Approved acknowledgement displays once Press Yes to print the customer receipt if required. the pre-authorisation has been processed successfully and the merchant receipt will print automatically. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 49 NAB EFTPOS MOBILE PRE-AUTHORISATION COMPLETION - VISA & MASTERCARD (CONTINUED) Step 10 Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 50: Nab Eftpos Mobile Pre-Authorisation Adjust - Visa & Mastercard
Approval Code from the receipt. pre-authorisation adjustment is available for credit cards only. Note: This feature is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 51 Ask customer to Tap, INSERT or SWIPE their card. the original pre-authorisation merchant If the pre-authorisation transaction is not found on the receipt and press ENTER terminal, proceed to Step 6b. Otherwise, proceed to Step 7 NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 52 Enter the RRN from the pre-authorisation merchant receipt and press ENTER merchant receipt and press ENTER Step 6d Step 6e Enter the new pre-authorisation amount Enter the pre-authorisation date (DD/MM) and press ENTER. and press ENTER. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 53 Enter the Issuer RRN from the pre-authorisation merchant pre-authorisation adjustment has been processed receipt and press ENTER. The merchant receipt will print successfully and the merchant receipt will print automatically. Proceed to Step 7. automatically. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 54 NAB EFTPOS MOBILE PRE-AUTHORISATION ADJUST - VISA & MASTERCARD (CONTINUED) Step 8 Step 9 Press Yes to print the customer receipt if required. Printing message is displayed. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 55: Nab Eftpos Mobile Pre-Authorisation Cancel - Visa & Mastercard
Press the Menu button then press 1 Press 5 to select ‘Pre-Auth’ to select ‘Transaction’ in the Menu Step 4 Step 3 Press 1 to cancel one pre-authorisation Press 4 to select ‘Pre-Auth Cancel’ NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 56 Otherwise, proceed to Step 7. Step 7 Step 8 Confirm transaction to be canceled An acknowledgement displays once the transaction has been cancelled successfully and the merchant receipt will print automatically. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 57 NAB EFTPOS MOBILE PRE-AUTHORISATION CANCEL (CONTINUED) Step 9 Step 10 Press Yes to print the customer receipt if required. Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 58: Nab Eftpos Mobile Pre-Authorisation - Upi, Jcb, Diners & Amex
Approval Code from the receipt. Pre-Authorisations are available for credit cards only. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 59 PIN Prompt appears for some cards when swiped. User can bypass by pressing Enter key. Step 6 Step 6a Processing message is displayed Prompt appears if the card was Inserted/Swiped and the card verification method is ‘signature verification’. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 60 Press Yes to print the customer receipt if required. Printing message displays Step 9 Step 10 Merchant Receipt copy is always printed. Customer Receipt copy is printed if it has been requested in previous step. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 61: Nab Eftpos Mobile Pre-Authorisation Completion - Upi, Jcb, Diners & Amex
Press the Menu button then press 1 Press 5 to select ‘Pre-Auth’ to select ‘Transaction’ in the Menu Step 4 Step 3 Enter the pre-authorisation completion amount Press 2 to select ‘Completion’ NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 62 If the pre-authorisation transaction is not found on the terminal, enter RRN and the pre-authorisation date (DD/MM) Step 7 Press ENTER to confirm the completion transaction. The merchant receipt will print automatically. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 63 Some cards may prompt for PIN which can be bypassed by Processing message is displayed clicking Continue. Step 9 Press Yes to print the customer receipt if required. Step 8a Some cards may prompt for ‘Verify Signature’ when Inserted/Swiped. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 64 Step 10 Step 11 Printing message displays Sample Merchant copy of completion receipt which is always printed. Step 12 Sample Customer Copy of Completion if it has been requested in previous step. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 65: Nab Eftpos Mobile Pre-Authorisation Completion Cancel - Upi Only
Press the Menu button then press 1 Press 5 to select ‘Pre-Auth’ to select ‘Transaction’ in the Menu Step 4 Step 3 Enter the 6 digit APPROVAL CODE Press 5 to select ‘Completion Cancel’ from the merchant receipt NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 66 Ask customer to sign the receipt. You will need Step 8 to verify your customer’s signature with the signature on the card. If this is correct, press Yes Press Yes to print the customer receipt if required NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 67 Printing message displays Merchant copy of the Pre-auth Completion Cancellation is always printed. Step 11 Customer copy of the Pre-auth Completion Cancellation is printed if it has been requested in previous step. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 68: Nab Eftpos Mobile Pre-Authorisation Cancel - Upi Only
Press the Menu button then press 1 Press 5 to select ‘Pre-Auth’ to select ‘Transaction’ in the Menu Step 4 Step 3 Press 1 to cancel one pre-authorisation Press 4 to select ‘Pre-Auth Cancel’ NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 69 If Pre-auth transaction is not found on Terminal If Pre-auth transaction is not found on Terminal user is user is required to present the card. required to input the RRN as printed from the pre-auth receipt. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 70 Ask customer to sign the receipt. You will need to verify Step 7a your customer’s signature with the signature on the card. If this is correct, press Yes This prompt appears if the Pre-auth transaction is not found on Terminal. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 71 Press Yes to print the customer receipt if required. Printing message displays Step 11 Step 12 Merchant copy of the Pre-auth Cancel is always printed. Customer copy of the Pre-auth Cancel is printed if requested in Step 9. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 72: Nab Eftpos Mobile Account Verify
Press the Menu button then press 1 Press 6 to select ‘Acct Verify’ to select ‘Transaction’ in the Menu Step 4 Step 3 Processing message is displayed Ask customer to TAP their card NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 73 NAB EFTPOS MOBILE ACCOUNT VERIFY (CONTINUED) Step 5 Step 6 Press Yes to print the customer receipt if required. Printing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 74: Nab Eftpos Mobile Moto
MOTO transactions can be processed on credit or charge cards only. Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may not apply or may be initiated via the POS.
Page 75 Enter the card expiry date Press the corresponding number in MMYY format to select type of order Step 8 Step 7 Confirm the MOTO transaction Press the corresponding number to select frequency of transaction NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 76 Processing message is displayed An acknowledgement displays once the sale has been approved and the merchant receipt will print. Step 11 Step 12 Press Yes to print the customer receipt if required. Printing message displays. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 77: Nab Eftpos Mobile Manual Key Entry
NAB EFTPOS MOBILE MANUAL KEY ENTRY The manual key entry function is only available if approved by NAB. To submit a request for this function, contact the Merchant Service Centre. It is recommended that merchants do not manually enter card details without first attempting to swipe or insert the card in the card readers.
Page 78 Step 8 An acknowledgement displays once the sale has Step 7 been approved and the merchant receipt with signature request will print Processing message is displayed NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 79 You will need to verify your customer’s signature with the signature on the card. If this is correct, press Yes Step 11 Step 12 Printing message displays If print customer receipt requested then the below sample receipt is printed. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 80: Nab Eftpos Mobile Void Last
A void last transaction will not appear on the Merchant Statement, Settlement report or on the cardholder’s statement. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 81 NAB EFTPOS MOBILE VOID LAST (CONTINUED) Step 5 Step 6 Press YES to print the customer receipt if required. Printing message displays Step 7 VOID transaction accepted NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 82: Configuration On The Nab Eftpos Mobile Terminal
• Change the communication method your terminal uses • Turn some functionality on or off (such as charging a surcharge for certain credit card transactions) • Configure password for certain types of transactions. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 83: Nab Eftpos Mobile Automatic Settlement Time Set-Up
The terminal must be switched on for automatic settlement to occur. For overnight settlements, it is recommended the terminal remains on its charging base. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 84 NAB EFTPOS MOBILE AUTOMATIC SETTLEMENT TIME SET-UP (CONTINUED) Step 5 The new settlement time displays Step 6 Press CANCEL to exit NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 85: Nab Eftpos Mobile Transaction Listing Printout
Transaction Listing will automatically print after 1 – 2 minutes. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 86: Nab Eftpos Mobile Transaction Listing Printout - Turn Prompt On
NAB EFTPOS MOBILE TRANSACTION LISTING PRINTOUT – TURN PROMPT ON Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Step 2 Press the Func key Enter 14 using the PINpad and press ENTER...
Page 87: Nab Eftpos Mobile Transaction Listing Printout - Turn Prompt Off
NAB EFTPOS MOBILE TRANSACTION LISTING PRINTOUT – TURN PROMPT OFF Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Step 2 Press the Func key Enter 14 using the PINpad and press ENTER...
Page 88: Nab Eftpos Mobile Start Shift
This function will start a shift reprint the total value of the transactions by card type at Last Settlement. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 89: Nab Eftpos Mobile End Shift
NAB EFTPOS MOBILE END SHIFT This function will end a shift, print shift totals and deactivate shift mode. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Step 2...
Page 90 NAB EFTPOS MOBILE END SHIFT (CONTINUED) Step 5 Step 6 Report printing Reprint shift total Step 7 Step 8 Clear shift totals Shift cleared NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 91 NAB EFTPOS MOBILE END SHIFT (CONTINUED) Step 9 Shift mode deactivated NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 92: Nab Eftpos Mobile Print Current Shift Totals
NAB EFTPOS MOBILE PRINT CURRENT SHIFT TOTALS This function will print current shift totals without ending the shift. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Step 2...
Page 93: Nab Eftpos Transaction Failed
Enter the sale amount directly on the screen Ask customer to TAP their card and press CONTINUE Step 4 Step 3 Ask customer to enter their PIN Ask customer to select their account NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 94 Transactions can be declined for several reasons. Refer to the message on the screen for the possible scenarios. Step 5 Step 6 Processing message displays Transaction failed – DECLINED Step 7 Step 8 Press YES to print the customer receipt if required. Printing message displays NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 95: Nab Eftpos Mobile Surcharge
The customer will have the option on the terminal screen to not accept the surcharge and cancel the transaction. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 96: Nab Eftpos Mobile Surcharge - Turn On/Off
NAB EFTPOS MOBILE SURCHARGE – TURN ON/OFF Note: : This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Step 2 Press the Menu button then press 4 Press 5 to select Surcharging to select ‘Terminal’...
Page 97: Nab Eftpos Mobile Surcharge - Card Acceptance Set-Up
NAB EFTPOS MOBILE SURCHARGE – CARD ACCEPTANCE SET-UP Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Step 2 Press 4 in the Menu to select Terminal...
Page 98 Press 1 to enter a Fixed Fee or 2 to enter a Percentage of the Total Step 7 Enter Fixed fee surcharge amount for each transaction amount, as this surcharge method was chosen in previous step. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 99 Press CANCEL to exit menu Step 10 Surcharge Configurations Setup Press OK to print Surcharge configurations setup or CANCEL to exit Note: Surcharge amount will be shown on every transaction receipt NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 100: Nab Eftpos Mobile Change Merchant Password
This function allows you to change the Merchant password. This password change feature will change your refund password only. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
Page 101 NAB EFTPOS MOBILE CHANGE MERCHANT REFUND PASSWORD (CONTINUED) Step 5 Step 6 Enter the new password and press ENTER Enter the new password again and press ENTER Step 7 A confirmation message displays NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 102: Nab Eftpos Mobile Manual Key Entry Password Setup
NAB EFTPOS MOBILE MANUAL KEY ENTRY PASSWORD SETUP As the merchant you will have the ability to add a layer of security by setting a Key Entry password on your terminal via FUNC 32 Option 5. When the password is set then whenever the Manual Key Entry transaction is performed the password will be prompted prior to completing the transaction entry.
Page 103 NAB EFTPOS MOBILE MANUAL KEY ENTRY PASSWORD SETUP (CONTINUED) Step 5 Step 6 User will be prompted to re enter new password. If the Re enter New Key Entry password does not match with the one in step 4 then the following...
Page 104: Communication Options
COMMUNICATION OPTIONS In addition to Mobile 3G connectivity, the following communication options are available on NAB EFTPOS Mobile terminals: • Broadband internet via Ethernet • Broadband internet via Wi-Fi • Dial Up Merchants must have: • Release 3.14 software (or higher) downloaded on their terminals for the different communication options to be available.
Page 105: Requirements For Different Communication Options On Nab Eftpos Mobile Terminals
^ The merchant should contact their Internet provider to help them set up Broadband Internet or dial up facilities in store. NAB does not provide routers or assistance with setting up Internet access in store. # For Broadband Internet Ethernet and Wi-Fi connection, you need to configure your network: •...
Page 106: Switch To A Different Communication Option
Step 3 Use the F2 and F3 buttons to scroll to the communication option and press ENTER Note: There will be a slight delay while the terminal connects to the new communication network. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 107: Pair The Terminal And Base For Bluetooth
• If the Bluetooth symbol shows green, it indicates that the terminal is currently communicating with a base via Bluetooth. This means the terminal is paired with the base. • If the Bluetooth symbol remains grey, go to step 3. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 108 Step 1 Step 2 Check for the Bluetooth symbol in the status header bar Press 4 to select Terminal at the top of the terminal screen Step 3 Press 3 to select Others NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 109 • If user presses Menu button on touch screen, option 3 displays as Delete All pre-Auth. Step 5 Enter the password and press ENTER Note: The default password is 1234, unless you have changed it with the Merchant Help Desk. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 110 PAIR THE TERMINAL AND BASE FOR BLUETOOTH (CONTINUED) Step 6 Step 7 Tap Control panel Tap Terminal settings Step 8 Step 9 Tap Communication means Tap Bluetooth NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 111 • If the base and terminal are not paired successfully, the Association Incomplete message displays. If this occurs, repeat all of the above steps to pair the base and terminal for Bluetooth. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 112 A message displays on the terminal to warn that the terminal will reboot This message is displayed only on terminals with release 0.3 X and 0.5 X. Not applicable to terminals running 0.7 X release The terminal reboots automatically. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 113 PAIR THE TERMINAL AND BASE FOR BLUETOOTH (CONTINUED) Step 14 The Idle screen redisplays with the Bluetooth symbol in the status header bar of the terminal. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 114: Set Up The Terminal For Dial Up Communication
On the terminal, press the Menu button then press 4 for Terminal, then 4 for Host Comms, then select Dialup to switch the communications option to Dialup (refer to Switch to a Different Communication Option on page 106). NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 115: Set Up The Terminal For Broadband Internet Via Ethernet Communication
On the terminal, press the Menu button then press 4 for Terminal, then 4 for Host Comms, then select ETH to switch the communications option to Ethernet (refer to Switch to a Different Communication Option on page 106). NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 116: Set Up The Terminal For Broadband Internet Via Wi Fi Communication
10 next’. 1. Shortcut path: Select ‘5 Settings’ from menu, will lead to step 3.1. • Select ‘3 Manager Menu’ to setup WiFi through manager’s menu path to go step 4. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 117 Tap Control panel Note: The default password is 1234, unless you have changed it with the Merchant Help Desk. Step 7 Tap Communication means Step 6 Tap Terminal settings Step 8 Tap Wi-Fi NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 118 New Profile displays. The Wi-Fi symbol in the status for Terminal, then 4 for Host Comms, then select WiFi header of the terminal displays green. to switch the communications option to WIFI. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 119: Additional Pinpad Functions
ADDITIONAL PINPAD FUNCTIONS Below are the additional functions you can complete on the PINPad Note: These functions are not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1 Press the Func key...
Page 120: Stationery Order (Ordering Receipt Rolls)
Press 4 in the Menu to select Terminal Press 6 to select the Stationery Order Step 4 Step 3 Press ENTER to order receipt rolls A message displays to confirm the order has been submitted NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 121: Changing The Receipt Roll
Insert the paper roll into the compartment, as shown below Step 6 If required, press the Feed key on the keypad to advance the paper Step 3 Pull the paper up towards the top of the terminal NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 122: Common Error Messages
This is a terminal configuration issue Call the Merchant Services Centre for help to resolve the issue Contact the Merchant Services Centre to resolve any other error codes. The numbers to call are noted on page 4. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 123: Enable Auto-Comms Fallback
Step 2 Press 4 in the Menu to select Terminal Press 4 to select the Host Comms Step 3 Step 4 Host Comms mode selection displays Auto comms fallback enabled message displays NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 124 ENABLE AUTO-COMMS FALLBACK (CONTINUED) Step 5 Step 6 Press YES to recheck comms available Processing message displays Step 7 Step 8 NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 125 ENABLE AUTO-COMMS FALLBACK (CONTINUED) Step 9 Step 10 Step 11 Step 12 NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 126 Step 13 Step 14 Press YES to print comms fallback report Printing message displays NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 127: Merchant Choice Routing (Mcr)
Merchant Choice Routing is suitable for you. Refer to your NAB Transactional Sales Specialist or contact the Merchant Service Centre to enable MCR. NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 128: Electronic Fallback Procedure
The number of transactions processed in EFB mode will be displayed in the bottom left corner of the terminal screen, where #nnnn refers to: nnnn refers to the number of transactions in EFB mode. These transactions will be sent to NAB when communication with NAB is restored.
Page 129: Manual Card Transaction Processing
(MasterCard/Visa) and • While the cardholder is present: initial. Ask the customer to sign the Sales Voucher. • Phone NAB Key Auth 13 25 15. You will need: • Compare signature on the Sales Voucher with the − the cardholder’s card signature on the card.
Page 130: Termination Of Eftpos Merchant Service
TERMINATION OF EFTPOS MERCHANT SERVICE Should you elect to terminate your EFTPOS merchant service with NAB, you will need to call the Merchant Service Centre to arrange for all terminals, printers, power packs and cabling to be picked up from you. You will also need to return your imprinter and any unused stationery.
Page 131 NOTES NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 132 NOTES NAB EFTPOS Mobile Terminal Guide – Version 0.9...
Page 133 ©2020 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 100227-0320 NAB EFTPOS Mobile Terminal Guide – Version 0.9...

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