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Summary of Contents for First Data D200
- Page 1 Smart Terminal Merchant Operating Guide User guide...
- Page 2 If you have any questions about our service or this guide, please contact us directly on the number below. First Data Customer Service Centre: 24/7 +372 626 4777 posservice@firstdata.ee...
- Page 3 The solution is available for both businesses and individuals who have an agreement with a bank for payment card acceptance services. The Solution consists of a free app ”Smart Terminal by First Data” for your Android device as well as the D200 Card Reader device.
- Page 4 The D200 Card Reader has a built-in battery that can be charging either via USB cable or through the dock. A fully charged battery will keep the D200 Card Reader running for up to 8 hours or for up to 200 transactions.
- Page 5 You should sign an Agreement with the Bank for card acceptance and terminal rent services; After signing an agreement with your bank, the First Data service team will contact you and will agree the time and date for Smart Terminal delivery ...
- Page 6 Chip card reader Keypad touch buttons Display Main menu button D200 terminal keypad - touch buttons To navigate through your D200 device, the main function buttons are: Cancels the entry (CANCEL button) Approves the entry (ENTER button) < Deletes the entry...
- Page 7 Open Google Play application on your smartphone or tablet and search for “Smart Terminal”: STEP 1 Results will be presented for apps. Find First Data’s app with the icon. STEP 2 Tap the application and then the Install button. The Installer will prompt you for permission, press the accept button and the installation will continue.
- Page 8 Charge the D200 card reader by connecting the provided USB cable with a USB source (e.g. your computer). The D200 card reader displays the Battery Power status as a number of bars. There are number of factors that can affect the rate of battery drainage, for example: ...
- Page 9 3. Login to your Smart Terminal account STEP 1 Log in to the app with the credentials provided by First Data by email and SMS. If you haven’t received any, please call the First Data Customer Service Center. STEP 2 During the first log in, you will be asked to change your initial password to a new one.
- Page 10 Connect the D200 card reader with your smartphone Follow your mobile phone or tablet instructions to ensure that your smartphone or tablet is connected to a WiFi or mobile network and the mobile data is switched on. Follow your mobile phone or tablet instructions to switch on Bluetooth, if necessary please turn the Bluetooth connection off and on again to refresh nearby device list.
- Page 11 STEP 2 D200 Card Reader will display “No link with Application”, press the top-left button. In the opened Menu select BLUETOOTH and press the ENTER button STEP 3 Select PAIR and press the ENTER button [O]. Check your smartphone or tablet, the wait until the pairing request appears both on the smartphone/tablet and on the D200 card reader screen.
- Page 13 Simply switch on the D200 Card Reader with the top-right power button. Open the Smart Terminal application and login. It will take up to 20 seconds until the D200 card reader connects to your smartphone/tablet. When the connection is completed, the D200 Card...
- Page 14 Enter the amount for the transaction (in EUR) on your smartphone/tablet and tap on PAYMENT. STEP 3 Hand over the D200 Card Reader to the customer and ask him/her to tap the contactless device, insert the chip card or swipe the magnetic stripe card and then enter the PIN...
- Page 15 When cardholder signature is required, please ask cardholder to sign on mobile device screen. Proceed with [Continue] button and compare signature on mobile device screen and cardholders card, press the corresponding button [Yes]/[No]. STEP 4 Check the Smart Terminal application screen (on your mobile or tablet) and ensure that the payment is approved.
- Page 16 A copy of the receipt will always be stored and you can open it anytime with the TRANSACTION function on the main app Menu.
- Page 17 2. How to accept payment using Basket Sales? Basket Sales allows you to be more organized in your daily sales operations. With this function you can add your products from your product Catalog and set quantities that automatically calculate the total amount for payment. It also makes it easier to keep track of all your sales thereafter.
- Page 18 Select the payment method your customer prefers – Cash or Card Payment. STEP 6 For card payments, hand over the D200 Card Reader to the customer and ask him/her to tap the contactless device, insert a chip card or swipe a magnetic stripe card and then enter the PIN code.
- Page 19 STEP 7 Check the Smart Terminal application screen (on your mobile or tablet) and ensure that the payment is approved.
- Page 20 STEP 8 Tell your customer that a transaction receipt in digital format is available, ask if the customer would like to receive a digital receipt. Tap the RECEIPT button on your smartphone/tablet. Ask customer to provide an email address. Enter the customer data and tap the button to send a digital receipt.
- Page 21 Ask the cardholder to pay with a different card or in cash, and recommend the customer to contact their bank. It is strongly advised that the customer should call the First Data Customer Service center to clarify the reason as to why the card was declined.
- Page 22 and that you will not return the card to the cardholder. Retain the card only if it is safe to do so. Decline. The customer’s bank (Card Issuer) indicated that there is a problem with the card. Ask the cardholder to pay with a different card or in cash.
- Page 23 There is a technical problem with the authorization systems. Ask the cardholder to pay with a different card. If transactions cannot be processed with any card, call the First Data Customer Service center and act according to given instructions. You may attempt to reprocess the transaction later.
- Page 24 How to cancel a transaction? If you: have charged your customer for the wrong amount the customer returns purchased goods/rejects service before you have sent the transaction to the bank...
- Page 25 STEP 1 Tap on TRANSACTIONS press TRANSACTION; STEP 2 Tap on the first icon (the current day)
- Page 26 STEP 3 Find the transaction you want to cancel and tap on transaction STEP 4 Tap CANCEL TRANSACTION button...
- Page 27 How to create products in Catalog? You are able to create a product CATALOG that contains all the different products or services that you sell or provide. This accelerates the sales process, by using the Basket Sales method. You can group similar products together in folders - Category. Give your Category an appropriate name and add as many products as you wish.
- Page 28 STEP 2 Write the name of the product, enter the price, product’s fraction (e.g. units, kg, pair, liters etc.), select the category and press SAVE If you want to delete or edit a created product, just simply press three dots on the product tab.
- Page 29 How to view the transactions which have been made? You can view all the transactions you have processed in the Smart Terminal application. This gives you a quick overview of your sales totals, as well as declined and canceled transactions made with card payments and cash. In the transactions history you will find receipts, transaction details, an indication of the location where a sale was made, which products were sold and which transactions were cancelled and all recently processed...
- Page 30 STEP 2 Tap the business day you want to review. The Smart Terminal application will present all the transactions on that specific day. You can filter the list for your needs. STEP 3 To view the details of a transaction, tap on a particular transaction and on the pop-up menu tap on the button DETAILS.
- Page 31 STEP 4 To view the transaction receipt, tap on a particular transaction and in the pop- up menu tap on the button Receipt...
- Page 32 How to send transactions to the Bank for settlement? You should send transactions to the bank once in every 24 hours for settlement at the bank. You will normally receive funds into your account on the next business day after the day you sent a transaction for settlement. STEP 1 Tap SEND TRANSACTIONS in the main menu and you will see the list of sent transactions...
- Page 33 Your transactions are automatically saved, so you are able to send or print the transactions report file if your smartphone is connected to an external printer that supports AirPrint. By opening the sent transaction report and pressing the SAVE button you will initiate any external app from your list of further actions.
- Page 34 What is an Easy login PIN code? Using the Smart Terminal throughout the day with your Username and Password credentials could be cumbersome. An easier login procedure is the PIN-based authentication to your Smart Terminal app. This security and easy usability feature allows you to quickly login to your account by typing a 4 digit authentication pin.
- Page 35 How to update the D200 card reader software? In order to update the D200 card reader software and parameters you should press UPDATE CARD READER in application SETTINGS. Before proceeding please ensure that your D200 Card reader is connected to your...
- Page 36 application. Also please ensure that all transactions processed on that day have been sent to the bank before updating. What to do if I have changed my smartphone? have changed your smartphone or re-installed the Smart Terminal app for other reasons, please login to your account and press the BACKUP button in application SETTINGS.
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Page 37: Safety And Maintenance
– encrypts the data and sends it directly to the First Data processing center – compliant with the Payment Card Industry Data Security Requirements. If your D200 Card Reader goes missing, is stolen or has been replaced – immediately contact the First Data Customer Service Center. - Page 38 First Data technical support. You shall not attempt to repair the D200 Card Reader. The D200 Card Reader may be repaired only by First Data service specialists.
- Page 39 4. If the bank or First Data employees make requests to the company for documents (email, fax, letter, etc.), this indicates that the customer has disputed the transaction. The...
- Page 40 5. If you are suspicious about a card or a cardholder at any time during a transaction you must call the First Data Customer Support Center and request a Code 10 authorization. A Code 10 authorization request alerts the card issuer to suspicious activity —...
- Page 41 Ensure that the amount of the Transaction which is printed on the receipt corresponds to the actual purchase amount. 12. If the D200 Card Reader promptsterminal instructs you to take a handwritten signature from a cardholder:, please write the transaction details on paper and request the cardholder to sign it.
- Page 42 For any queries and for further information, please contact First Data Customer Service Centre: 24/7 +372 626 4777 posservice@firstdata.ee © 2016 First Data Corporation. All Rights Reserved. All trademarks, service marks, and trade names referenced in this material are the property of their respective owners...