Nab EFTPOS Terminal Manual
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NAB EFTPOS MOBILE
Terminal Guide

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Summary of Contents for Nab EFTPOS

  • Page 1 NAB EFTPOS MOBILE Terminal Guide...
  • Page 2 YOUR NAB EFTPOS MOBILE TERMINAL NAB EFTPOS Mobile Terminal Guide...
  • 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 Email Merchant.Service.Centre@nab.com.au This help desk service is part of our Merchant Service Centre and is provided by KeyCorp Services on behalf of NAB to assist you with your support needs for the NAB EFTPOS Mobile terminal and PC-EFTPOS software. For Authorisations...
  • 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...
  • 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: 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 3 Enter the sale amount directly from the home screen...
  • Page 13 NAB EFTPOS MOBILE SALE – TAP (CONTINUED) Step 5 Press Yes to print the customer receipt if required NAB EFTPOS Mobile Terminal Guide...
  • Page 14 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 3 Enter the sale amount directly from the home screen...
  • Page 15: Nab Eftpos Mobile Sale - Insert/Swipe Using Pin

    Step 5 Step 6 An acknowledgement displays once the sale has been Press Yes to print the customer receipt if required approved and the merchant receipt will print. Remove card from the terminal if inserted NAB EFTPOS Mobile Terminal Guide...
  • 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 Step 6 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...
  • Page 18: 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 19 Press Yes to print the customer receipt if required Step 6 An “Approved” acknowledgement displays once the sale has been successfully processed and the merchant receipt will print automatically. Ask customer to remove their card. NAB EFTPOS Mobile Terminal Guide...
  • Page 20: 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 21 Remove card from the terminal, if inserted Step 6 Ask customer to enter their PIN and press ENTER Step 8 Press Yes to print the customer receipt if required. NAB EFTPOS Mobile Terminal Guide...
  • Page 22: Nab Eftpos Mobile Cash-Out Only

    NAB EFTPOS MOBILE CASH-OUT ONLY The cash-out feature is available on debit (cheque and savings) accounts only for EFTPOS transactions. It is an optional feature that you may enable or disable by contacting the 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 23 Ask customer to remove their card. Step 7 Ask customer to enter their PIN and press ENTER Step 9 Press Yes to print the customer receipt if required. NAB EFTPOS Mobile Terminal Guide...
  • Page 24: 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 25 Step 7 Step 9 Ask customer to select an account An acknowledgement displays once the refund has been approved and the merchant receipt with signature request will print Remove card from the terminal. NAB EFTPOS Mobile Terminal Guide...
  • Page 26 Press Yes if the signature matches. The customer will receive the refund within 2 to 4 business days for Visa, MasterCard and EFTPOS transactions and up to 5 business days for UnionPay cards. Note:...
  • Page 27: 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 28: 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 29: 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 30: 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 4...
  • Page 31: 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 32: 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 33: 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 50.
  • Page 34: 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 35 ENTER to sign Step 8 Ask customer to sign the receipt if required. You will need to verify your customer’s signature with the signature on the card. Press Yes if the signature matches NAB EFTPOS Mobile Terminal Guide...
  • Page 36 NAB EFTPOS MOBILE PRE-AUTHORISATION (CONTINUED) Step 9 Press Yes to print the customer receipt if required. NAB EFTPOS Mobile Terminal Guide...
  • Page 37: Nab Eftpos Mobile Pre-Authorisation Completion

    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 38 Press ENTER to confirm the pre-authorisation and press ENTER transaction retrieved by the terminal. If the pre-authorisation transaction is not found on the terminal, the customer’s credit card will be required. Proceed to Step 6a. Otherwise, proceed to Step 7. NAB EFTPOS Mobile Terminal Guide...
  • Page 39 Remove card from the terminal. Proceed to Step 8. Step 6d Press ENTER to confirm the completion transaction. Step 7 Press ENTER to confirm the completion transaction. The merchant receipt will print automatically. NAB EFTPOS Mobile Terminal Guide...
  • Page 40 Ask customer to sign the receipt if required. You will need to verify your customer’s signature with the signature on the card. Press Yes if the signature matches Step 9 Press Yes to print the customer receipt if required. NAB EFTPOS Mobile Terminal Guide...
  • Page 41: 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 42 Enter the CCV number from the card and press ENTER and press ENTER Step 7 Step 9 Enter the card expiry date receipt in MMYY format Press the corresponding number to select type of order and press ENTER NAB EFTPOS Mobile Terminal Guide...
  • Page 43 An acknowledgement displays once the sale has been frequency of transaction approved and the merchant receipt will print. Step 11 Step 13 Press ENTER to confirm the MOTO transaction Press Yes to print the customer receipt if required. NAB EFTPOS Mobile Terminal Guide...
  • Page 44: 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 45 Enter the CCV number from the card and An acknowledgement displays once the sale has press ENTER been approved and the merchant receipt with signature request will print Step 6 Press ENTER to confirm the transaction NAB EFTPOS Mobile Terminal Guide...
  • Page 46 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 Step 9 Press Yes to print the customer receipt if required. NAB EFTPOS Mobile Terminal Guide...
  • Page 47: Nab Eftpos Mobile Void Last

    Note: This function is only available for credit transactions. If you need to cancel a debit (cheque or savings) transaction, a refund must be processed. Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS. Step 1...
  • Page 48 NAB EFTPOS MOBILE VOID LAST (CONTINUED) Step 5 An acknowledgement will be displayed once the transaction has been voided Step 6 Press ENTER to print the customer receipt if required. NAB EFTPOS Mobile Terminal Guide...
  • Page 49: Configuration On The Nab Eftpos Terminal

    • Change values used on the terminal (such as changing your merchant password) • Change the communication method your terminal uses • Turn some functionality on or off (such as charging a surcharge for certain credit card transactions). NAB EFTPOS Mobile Terminal Guide...
  • Page 50: 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 51 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...
  • Page 52: 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...
  • Page 53: 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 3 Press ENTER to turn on the prompt to print the...
  • Page 54: 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 3 Press the Func key Press ENTER to turn off the prompt to print the...
  • Page 55: 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 56: 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 3...
  • Page 57 NAB EFTPOS MOBILE END SHIFT (CONTINUED) Step 5 Follow the prompts displayed on the screen to Re-print shift totals, clear totals and end shift NAB EFTPOS Mobile Terminal Guide...
  • Page 58: 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 3...
  • Page 59: 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...
  • Page 60: 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 4 Press the Menu key Press F1 to select Enable...
  • Page 61: 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 4 Press ENTER Press the Menu key Step 2...
  • Page 62 Press 1 to enter a Fixed Fee or 2 to enter a Percentage of the Total Step 8 Press ENTER to confirm the value entered Step 7 Enter the fixed fee amount or percentage of the total rate, and press ENTER NAB EFTPOS Mobile Terminal Guide...
  • Page 63 Repeat steps 5 to 8 for each card or account type, to apply a surcharge value. Press CANCEL to exit menu Surcharge Summary Receipt Note: The surcharge charge amount details will be included on every EFTPOS receipt NAB EFTPOS Mobile Terminal Guide...
  • Page 64: 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 65 NAB EFTPOS MOBILE CHANGE MERCHANT PASSWORD (CONTINUED) Step 5 Step 7 Enter the new password and press ENTER A confirmation message displays Step 6 Enter the new password again and press ENTER NAB EFTPOS Mobile Terminal Guide...
  • Page 66: 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 67 ^ 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 68: Switch To A Different Communication Option

    ENTER Step 2 Press 4 to select Terminal Note: There will be a slight delay while the terminal connects to the new communication network. Step 3 Press 4 to select Host Comms NAB EFTPOS Mobile Terminal Guide...
  • Page 69: 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...
  • Page 70 Press 4 to select Terminal Step 5 Enter the password and press ENTER Note: The default password is 1234, unless you have Step 3 changed it with the Merchant Help Desk. Press 3 to select Other NAB EFTPOS Mobile Terminal Guide...
  • Page 71 PAIR THE TERMINAL AND BASE FOR BLUETOOTH (CONTINUED) Step 6 Step 8 Tap Control panel Tap Communication means Step 7 Step 9 Tap Terminal settings Tap Bluetooth NAB EFTPOS Mobile Terminal Guide...
  • Page 72 Association Incomplete message displays. If this occurs, repeat all of the above steps to pair the base and terminal for Bluetooth. Step 13 A message displays on the terminal to warn that the terminal will reboot The terminal reboots automatically. NAB EFTPOS Mobile Terminal Guide...
  • Page 73 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...
  • Page 74: 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 67). NAB EFTPOS Mobile Terminal Guide...
  • Page 75: 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 67). NAB EFTPOS Mobile Terminal Guide...
  • Page 76: Set Up The Terminal For Broadband Internet Via Wi Fi Communication

    Step 3 Press the Menu key Press 3 to select Other Step 2 Press 4 to select Terminal Step 4 Press 3 to select Manager Menu The merchant copy of the voided receipt will print automatically. NAB EFTPOS Mobile Terminal Guide...
  • Page 77 Enter the password and press ENTER Tap Communication means Note: The default password is 1234, unless you have changed it with the Merchant Help Desk. Step 9 Tap Wi-Fi Step 6 Tap Control panel Step 7 Tap Terminal settings NAB EFTPOS Mobile Terminal Guide...
  • Page 78 On the terminal, press the Menu button then press 4 for Terminal, then 4 for Host Comms, then select WiFi to switch the communications option to WiFi (refer to Switch to a Different Communication Option on page 64). Step 12 Select the required network NAB EFTPOS Mobile Terminal Guide...
  • Page 79: 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 80: Stationery Order (Ordering Receipt Rolls)

    Step 1 Step 3 Press ENTER to order receipt rolls Press the Func key Step 4 Step 2 A message displays to confirm the order has been submitted Enter 30 using the PINpad and press ENTER NAB EFTPOS Mobile Terminal Guide...
  • Page 81: 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...
  • Page 82: 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...
  • Page 83: Electronic Fallback Procedure

    ELECTRONIC FALLBACK PROCEDURE In the event of the terminal being unable to communicate with NAB, (example: no signal, no response error) it will default to a ‘fallback’ situation, i.e. stores transact offline and will be updated to the server at a later time.
  • Page 84: 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 85: 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 86 NOTES NAB EFTPOS Mobile Terminal Guide...
  • Page 87 NOTES NAB EFTPOS Mobile Terminal Guide...
  • Page 88 ©2018 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 A131031-0719...

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