First Data XAC Quick Reference Manual page 6

6 Quick reference guide
Purchase transaction steps
Using your touch screen, follow the steps below and prompts on your EFTPOS screen:
Tip:
You can perform a purchase transaction in three
simple steps.
Simply start keying in the transaction amount from
either the idle screen (the main screen) or when the
terminal is in 'screen saver' mode and the terminal
will recognise that you are undertaking a basic
purchase transaction.
Administration function
Settlement
The settlement function provides a Settlement Summary receipt that summarises EFTPOS transactions taken
as at the current settlement date. The net total amount on the receipt will be credited to the nominated bank
account you have provided to First Data Merchant Solutions.
Important: We recommend that you perform a settlement each day. If you do not, a settlement will
automatically be 'forced' by First Data Merchant Solutions between 1730 and 1800 local time.
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1.
Select Transaction from the main screen
2.
Select Purchase
3.
Key in the purchase amount and press the green
ENTER key on the keypad
4.
Insert, Tap or Swipe the card
5.
Select the account type
6.
Confirm the transaction amount
7.
Customer to enter PIN or sign
8.
If the customer requires a copy of the receipt press
the green thumbs up button, if not press the red thumbs
down button
This means if the purchase is performed as a
contactless transaction, you can perform a
transaction by following the steps:
1. Type the purchase amount
2. Present/tap the card
3. Print the customer's receipt
You can perform a settlement by following the steps:
1.
Select Settlement from the main screen if it is
configured as a hot key
2.
Alternatively, Select Transaction, then select
Settlement from the transaction list
3.
The terminal will display the settlement processing
status on the screen