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The basics Chip and PIN cards Insert the card with the chip facing up and towards the terminal. If the card has been inserted the wrong way or there is a problem with the chip, the terminal will prompt you to remove the card and insert again.
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Connectivity When using a portable or mobile terminal, the strength of the connection will be shown on the display. Portable The display will show that the terminal is connected to the base, the signal strength and base’s serial ID. If the B is blue, then the handset is within range and connected. If the B is red, there is no signal, or the serial ID is missing.
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Making a sale From the “READY” prompt, enter the amount and press the green ENTER button. The terminal will ask for the card to be inserted. Present, insert If your terminal is set up to accept contactless £9.50 or swipe card transactions, the symbol will show on the display.
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Taking a refund At the “READY” display, press the red MENU TRANSACTION MENU button. This will list several options. Choose Refund Sale REFUND and press the green ENTER button. Purch. with Cashback Key in the refund amount and REFUND press the green ENTER button. Key in amount 0.00 (or press Cancel key)
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Reconciling your terminal You’ll need to complete an end-of-day reconciliation report every day during your “Banking Window”. This will improve your cash flow and ensure settlement of the correct amount into your account. Failure to do so could result in split settlement batches or delayed funds. At the “READY”...
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Your reconciliation report Your Merchant/ Customer ID Previous Totals details the transactions from the previous day’ s trading. Current Totals details the number and value of Sales (DR) and Refunds (CR) you have accepted in that day. If you are enabled for Cashback subtotal Cashback or Contactless, each will be shown as a...
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Performing additional reports You can also complete additional reports by following the same steps as on page 6. Z and X totals – these have no bearing on funds you will receive, but are useful if you need, for example, a weekly total of transactions (Z report) or specific shift periods (Y).
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If the final Completion amount is over 15% more than the original Pre-Auth, then an additional Pre-Auth for the increased amount should be requested (e.g. Pre-Auth completed for £100, final checkout bill is £200. The original Pre-Auth will cover up to £115, so an additional Pre-Auth of £85 needs to be requested).
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To ensure that your terminal has the latest software and security updates, it is important that you keep it connected to power and phone line/broadband 24 hours a day. Want to see for yourself how to complete simple terminal processes? View our range of videos at www.worldpay.com/uk/support-sme-support/card-machine-support...
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Financial Conduct Authority for consumer credit activities. Worldpay, the logo and any associated brand names are all trademarks of the Worldpay group of companies. Part number - 9320-0667-001 ...
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