First Data EFTPOS User Manual
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First Data EFTPOS User Manual

First Data EFTPOS User Manual

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First Data Merchant Solutions
EFTPOS
User Guide
for countertop and mobile terminals

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Summary of Contents for First Data EFTPOS

  • Page 1 First Data Merchant Solutions EFTPOS User Guide for countertop and mobile terminals...

  • Page 2: Table Of Contents

    Get to know your terminal Introduction Terminal location and PIN privacy Terminal ownership Settlement Your terminal layout First Data countertop EFTPOS terminal First Data mobile EFTPOS terminal Transaction processing options Installing the privacy shield Loading receipt paper To switch the terminal on and off...
  • Page 3 Get to know your terminal Contents Operating your EFTPOS terminal Purchase transaction Purchase transaction with a credit card Cash out transaction Cash out transaction with a purchase Cash out-only transaction Refund transaction Reprint last receipt Cancel transaction Other transaction types...
  • Page 4 Get to know your terminal...

  • Page 5: Get To Know Your Terminal

    Get to know your terminal Get to know your terminal...

  • Page 6: Introduction

    Get to know your terminal Introduction Your First Data Merchant Solutions EFTPOS terminal allows you to accept credit, debit and charge card transactions electronically as a means of payment. Customers can access their cheque, savings or credit accounts for purchases and refunds. Customers can also request cash out from cheque and savings accounts.

  • Page 7: Terminal Ownership

    All physical equipment provided to the merchant by First Data Merchant Solutions remains the property of First Data Merchant Solutions. This can include but is not limited to EFTPOS terminals, PIN pads, power packs, phone line cables and any additional hardware provided at the time of installation.

  • Page 8: Your Terminal Layout

    Get to know your terminal Your terminal layout First Data Merchant Solutions countertop EFTPOS terminal Receipt printer Integrated contactless card reader lights. (Contactless reader is embedded behind screen) Colour touch screen terminal display Magnetic stripe card reader Alpha/numeric keys Power on/off and cancel key...

  • Page 9: First Data Mobile Eftpos Terminal

    Get to know your terminal Your terminal layout First Data Merchant Solutions mobile EFTPOS terminal Receipt printer Integrated contactless card reader lights. (Contactless reader is embedded behind screen) Colour touch screen terminal display Magnetic stripe card reader Alpha/numeric keys Power on/off and cancel key...

  • Page 10: Transaction Processing Options

    Get to know your terminal Transaction processing options The First Data Merchant Solutions EFTPOS terminal If the card is capable of performing a contactless has a chip card reader, a magnetic stripe reader transaction, place the card over the contactless and an integrated contactless reader for processing reader, as shown below.

  • Page 11: Installing The Privacy Shield

    Get to know your terminal Installing the privacy shield You can choose to add a privacy shield to the terminal to provide customers with additional security when entering their PIN. Remove the adhesive tab around the privacy shield. Carefully place the privacy shield’s adhesive side around the keypad.

  • Page 12: Loading Receipt Paper

    Never load a roll of paper that has folds, wrinkles, tears or holes at the edges of the print area. Please call First Data Merchant Solutions on 1300 664 660 for all stationery orders.

  • Page 13: To Switch The Terminal On And Off

    Get to know your terminal Switching the terminal on and off To switch the terminal on: Do not disconnect your terminal’s power supply or communication line unless instructed to do so > Connect the power supply cable to the power by the Help Desk.

  • Page 14: Communications Setup

    Get to know your terminal Communications setup First Data countertop EFTPOS terminal The First Data Merchant Solutions EFTPOS terminal is capable of processing transactions through a broadband Internet connection as well as a standard phone line. IP/Broadband Please contact the helpdesk on 1800 243 444...
  • Page 15 Get to know your terminal Below is an example of a possible network configuration that the EFTPOS terminal can use to process transactions over IP/broadband Internet. Dial-up Your countertop EFTPOS terminal features a First Data Merchant Solutions EFTPOS termina phone cable input that allows you to connect directly to a telephone wall jack.

  • Page 16: First Data Mobile Eftpos Terminal

    Installing the SIM card The mobile EFTPOS terminal comes with a pre-installed SIM card, so you should not need to install a SIM. If you are instructed to remove the SIM by the helpdesk, please use the following reinstallation steps.
  • Page 17 Get to know your terminal Connecting to WiFi The First Data Merchant Solutions mobile EFTPOS terminal comes with the option of WiFi capability. To connect to your local WiFi network, the following steps should be performed: WiFi Settings Step Step...
  • Page 18 Get to know your terminal Step Step Expand the WiFi node Select the required field node Step Step Use the virtual keyboard to enter the required To edit the current value, select the text field at the value and press the OK button next to the Space Bar bottom of the screen buttonto accept the current change Step...
  • Page 19 Get to know your terminal Below is a table detailing the various options available in the terminal’s WiFi setup. Note: To connect to a WiFi network, you usually only need to fill out the ‘SSID’ and ‘Key’ values. SSID Name of wireless connection AdHoc False (default) True...
  • Page 20 Operating your EFTPOS terminal...
  • Page 21 Operating your EFTPOS terminal Operating your EFTPOS terminal...
  • Page 22 Operating your EFTPOS terminal Purchase transaction This section describes how to complete a purchase transaction. Note: Your terminal can be configured with three frequently used functions or ‘hot keys’. Refer to page 70 for further details. You can perform a purchase transaction in three simple steps.

  • Page 23: Operating Your Eftpos Terminal

    Operating your EFTPOS terminal Step Step $0.00 Insert, tap or swipe the card. Note: the value for a contactless transaction Key in the tip amount if required. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card.
  • Page 24 Operating your EFTPOS terminal Step Step PIN or Sign? EFTPOS in progress. Please wait Ask the customer if they would prefer to enter This screen indicates the terminal is attempting their PIN or sign the receipt. Press ‘PIN’ or to process the transaction. The screen will ‘Signature’...
  • Page 25 Operating your EFTPOS terminal Example of a purchase transaction record First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012...

  • Page 26: Purchase Transaction With A Credit Card

    Operating your EFTPOS terminal Purchase transaction with a credit card This section describes how to complete a transaction using a credit card. Step Step Select ‘Purchase’ from the main screen Alternatively, if ‘Purchase’ is not a configured hot if it is configured as a hot key.
  • Page 27 Operating your EFTPOS terminal Step Step Insert, tap or swipe the card. Note: the value for a contactless transaction Select the ‘Credit’ account type. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card.
  • Page 28 Operating your EFTPOS terminal Step Step Customer copy? EFTPOS in progress. Please wait If the customer requires a copy of the receipt, This screen indicates the terminal is attempting press the green ‘thumbs up’ button. to process the transaction. If the customer does not require a copy of the receipt, press the red ‘thumbs down’...
  • Page 29 Operating your EFTPOS terminal Example of a credit card record First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012...

  • Page 30: 'Cash Out' Transaction

    Operating your EFTPOS terminal ‘Cash out’ transaction Customers may choose to get cash out by using your terminal to debit their cheque or savings account with or without making a purchase. Cash out is not allowed on a credit card account.
  • Page 31 Operating your EFTPOS terminal Step Step $0.00 Insert, tap or swipe the card. Key in the amount of cash required and press Note: the value for a contactless transaction the green ENTER key on the keypad. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card.

  • Page 32: Enter Pin

    Operating your EFTPOS terminal Step Step $NN.NN Enter PIN EFTPOS in progress. Please wait This screen indicates the terminal is attempting Ask the customer to key in their PIN. to process the transaction. Step Step Customer copy? Remove card If the customer requires a copy of the receipt, press the green ‘thumbs up’...
  • Page 33 Operating your EFTPOS terminal Example of a cash out transaction record First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO...

  • Page 34: Refund Transaction

    Operating your EFTPOS terminal Refund transaction You can use the refund function when customers are returning goods and to reverse keying errors made by operators. IMPORTANT — If you are reversing an error, ensure the full amount of the transaction is refunded before the purchase is re processed with the correct amount.
  • Page 35 Operating your EFTPOS terminal Step Step $0.00 Enter Refund Amount Insert, tap or swipe the card. Key in the refund amount and press the Note: the value for a contactless transaction green ENTER key on the keypad. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card.
  • Page 36 Operating your EFTPOS terminal Step Step PIN or Sign? $NN.NN Enter PIN Ask the customer if they would prefer to enter Ask the customer to key in their PIN. their PIN or sign the receipt. Press ‘PIN’ or ‘Signature’ accordingly.
  • Page 37 Operating your EFTPOS terminal Example of a refund Step transaction record Remove card First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 If the customer used a chip card to process the Merchant Copy transaction, you can now remove the chip card.

  • Page 38: Reprint Last Receipt

    Operating your EFTPOS terminal Reprint last receipt This section describes how to reprint the last receipt printed. Step Step Select ‘Admin’. Select ‘Receipts’. Step Step N. DD/MM INV No Select ‘Merchant’, ‘Customer’ or ‘Settlement’ Select the required transaction to re-print the most recent receipt.

  • Page 39: Cancel Transaction

    Operating your EFTPOS terminal Step Inv # NNNNNN Card NNNN Amount $$.$$ Date dd/mm/yyyy Press the green ‘thumbs up’ button to re-print the receipt or press the ‘Back’ button to return to the transaction list. Cancel transaction A transaction may be cancelled at any time before...

  • Page 40: Other Transaction Types

    Operating your EFTPOS terminal Other transaction types Pre-authorisation The pre-authorisation function allows you to authorise and hold funds on a customer’s credit card for a period of up to seven days. A pre-authorisation will not debit a customer’s account until a completion transaction is processed at a later date.

  • Page 41: Processing And Pre-Authorisation Transaction

    Operating your EFTPOS terminal Processing a pre-authorisation transaction Step Step Select ‘Auth’ from the main screen Alternatively, if ‘Auth’ is not a configured hot if it is configured as a hot key. key, select ‘Transaction’, then select ‘Auth’ from (Refer to page 68 for details.) the transaction list.
  • Page 42 Operating your EFTPOS terminal Step Step PreAuth $$.$$ PIN or Sign? Total: $$.$$ Select the green ‘thumbs up’ button if the Ask the customer if they would prefer to enter pre-authorisation amount is correct or the their PIN or sign the receipt. Press ‘PIN’ or red ‘thumbs down’...
  • Page 43 Operating your EFTPOS terminal Example of a pre-authorisation transaction record First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012...

  • Page 44: Processing And Completion Transaction From A Pre-Authorisation

    Operating your EFTPOS terminal Processing a completion transaction from a pre-authorisation Step Step Select ‘Checkout’ from the main screen Alternatively, if ‘Checkout’ is not a configured if it is configured as a hot key. hot key, select ‘Transaction’, then select (Refer to page 68 for details.)
  • Page 45 Operating your EFTPOS terminal Step Step $0.00 $0.00 Enter Amount Checkout Key in the Checkout amount and press ENTER. Key in the tip amount and press ENTER. Step Step Insert, tap or swipe the card. Select the account type. Step Step Checkout: $$.$$...
  • Page 46 Operating your EFTPOS terminal Example of a processing a Step transaction completion record EFTPOS in progress. First Data Merchant Solutions Please wait XXXX Merchant 123 Sydney Street North Sydney NSW 2060 This screen indicates the terminal is attempting Merchant Copy to process the transaction.

  • Page 47: Mail Order/Telephone Order (Moto)

    Operating your EFTPOS terminal Mail order/telephone order (MOTO) Mail order and telephone order (MOTO) merchants are authorised to manually key credit card transactions. The terminal will automatically default to ‘Credit’ as the account type whenever you manually enter card numbers. Should you attempt to manually key a debit card number, the terminal will reject the transaction.
  • Page 48 Operating your EFTPOS terminal Step Step $0.00 Enter Amount MOTO-Purchase Select ‘Purchase’ or ‘Refund’ Key in the purchase or refund amount and as the transaction type. press ENTER. Step Step Enter Expiry NNNNNNNN (MMYY) NNNN Key in the expiry date on the card Key in the card number and press ENTER.
  • Page 49 Operating your EFTPOS terminal Example of a MOTO Step transaction record EFTPOS in progress. First Data Merchant Solutions Please wait XXXX Merchant 123 Sydney Street North Sydney NSW 2060 This screen indicates the terminal is attempting Merchant Copy to process the transaction.

  • Page 50: Electronic Commerce Interface (Eci)

    Operating your EFTPOS terminal Electronic commerce interface (ECI) An electronic commerce interface (ECI) transaction occurs when a customer orders goods or services from a merchant via a web-based interface or e-commerce platform and the customer and their card are not present at the merchant outlet.
  • Page 51 Operating your EFTPOS terminal Step Step Enter Expiry NNNNNNNN (MMYY) NNNN Key in the expiry date on the card Key in the card number and press ENTER. and press ENTER. Step Step Purchase: $$.$$ Total: $$.$$ Enter CCV Press green ‘thumbs up’ button to confirm the Key in the CCV number on the back of the card amount or the red ‘thumbs down’...
  • Page 52 Operating your EFTPOS terminal Example of a ECI transaction record First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012...

  • Page 53: Void

    Operating your EFTPOS terminal Void There are some cases where either the merchant IMPORTANT — A void can only be performed on a or the customer makes a mistake during the credit card transaction. A refund is the equivalent payment process and don’t realise until the process for debit transactions.
  • Page 54 Operating your EFTPOS terminal Step Step Alternatively, if ‘Void’ is not a configured hot key, Select ‘Void’ from the main screen if it is configured select ‘Transaction’, then select as a hot key. (Refer to page 72 for details.) ‘Void’ from the transaction list.
  • Page 55 Operating your EFTPOS terminal Example of a void Step transaction record Customer copy? First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 If the customer requires a copy of the receipt, Merchant Copy press the green ‘thumbs up’ button. If the...

  • Page 56: Administration Functions

    Settlements The settlement function provides a “Settlement Important — We recommend that you perform a Summary” receipt that summarises EFTPOS transactions settlement each day. If you do not, a settlement will taken as at the current settlement date. automatically be ‘forced’ by First Data Merchant Solutions between 1730 and 1800 local time.
  • Page 57 Operating your EFTPOS terminal Example of a settlement record MASTERCARD PUR 007 $47.88 TOTAL AUD $38.43 First Data Merchant Solutions VISA PUR 008 $32.17 XXXX Merchant 123 Sydney Street TOTAL AUD $32.17 North Sydney NSW 2060 TOTAL DEBIT/ Merchant Copy...

  • Page 58: Tip Addition

    Operating your EFTPOS terminal Tip addition If a customer needs to add a tip after completing the original transaction, your First Data Merchant Solutions terminal allows you to add tips using the tip addition function. A tip can only be added to a credit card purchase transaction and is limited to 25% of the transaction amount.
  • Page 59 Operating your EFTPOS terminal Step Step $0.00 $0.00 Enter Amount Verify Amount Confirm purchase amount and press ENTER. Key in the tip amount and press ENTER. Step Step Purchase: $$.$$ Tip: $$.$$ Total: $$.$$ EFTPOS in progress. Please wait Press the green ‘thumbs up’ button to continue or This screen indicates the terminal is attempting the red ‘thumbs down’...
  • Page 60 Operating your EFTPOS terminal Example of a tip addition transaction record First Data Merchant Solutions XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO...

  • Page 61: Reports

    ID or name in the current period (i.e. since the last > the EFTPOS totals provide a summary of all settlement). purchases (including tips), cash out transactions > the last settlement report displays the totals for and refunds per user.

  • Page 62: Daily Report

    Operating your EFTPOS terminal Daily report > a pre-authorisation summary for all card types. Transaction report The daily report displays: > debit totals for all card types The transaction report displays selected approved > totals per card type (non-charge cards) transactions stored in the terminal.
  • Page 63 Operating your EFTPOS terminal Step Step Select ‘Admin’. Select ‘Next’. Step Step Training off Press the green ‘thumbs up’ button to turn on Select ‘Training Mode’. training mode or ‘Back’ to return to the Admin menu. Step Training The status bar will now show...

  • Page 64: Surcharging

    Operating your EFTPOS terminal Surcharging The First Data Merchant Solutions EFTPOS terminal can add a surcharge to every transaction processed. The surcharge can be either a fixed dollar amount ($1.00 per transaction, for example) or it can be a percentage of the total transaction First Data Merchant Solutions (2%, for example).

  • Page 65: Customer Receipt Marketing Message

    Operating your EFTPOS terminal Customer receipt marketing message Your First Data Merchant Solutions EFTPOS terminal allows you to add a marketing message to the bottom of every customer receipt. Merchants can use this to make their customers aware of any special deals or discounts.

  • Page 66: Offline Transaction Processing

    Card rules Electronic fallback Certain transactions are considered low risk and do If approved by First Data Merchant Solutions, your not need to be authorised online. Transactions in EFTPOS terminal can be configured for electronic this category are known as off-host transactions.

  • Page 67: Multi Merchant Capability

    Operating your EFTPOS terminal Multi-merchant capability The First Data Merchant Solutions terminal lets you Multi-merchant capability is not a standard feature manage multiple merchant accounts on a single enabled on the First Data Merchant Solutions terminal. This functionality is particularly useful terminal.

  • Page 68: Hot Keys

    Transaction menu. The following functions can be assigned as hot keys. > > > Cashout Pre-auth Tip-addition > > > Checkout Purchase Void > > Purchase-ECI Refund > > Purchase-MOTO Settlement Configuration of hot keys is controlled centrally by First Data Merchant Solutions and cannot be changed on a terminal.

  • Page 69: User Management

    Operating your EFTPOS terminal User management First Data Merchant Solutions terminals can support multiple users. Each user can be flagged as either a SUPERVISOR or USER and can be associated with one or more merchants. You can set the following attributes within the context of a user/merchant configuration.

  • Page 70: Shift Change

    Operating your EFTPOS terminal Shift change Users can use the shift change function to manage shifts and obtain reports for each shift. The user who changes the shift becomes the default user for transactions or operations that do not require user authentication.

  • Page 71: User Password

    Operating your EFTPOS terminal Step Step Start Shift? User Password **** Key in your password and press ENTER. Select the green ‘thumbs up’ button. Step Step <<Merchant>> <<Merchant>> Select ‘User’ to print shift totals by user. Select the Merchant, if prompted.

  • Page 72: Where To Get Help

    Operating your EFTPOS terminal Where to get help First Data Merchant Solutions customer support Visit the merchant support page at firstdatams.com.au The site is equipped to keep you up to date with tips and articles, forms and guides, security and fraud prevention information and so much more.
  • Page 73 Operating your EFTPOS terminal Operating your EFTPOS terminal...
  • Page 74 ©2015 First Data Corporation. All Rights Reserved. All trademarks, service marks and trade names used in this material are the property of their respective owners.

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