Related Manuals for Westpac EFTPOS Connect
Summary of Contents for Westpac EFTPOS Connect
- Page 1 EFTPOS Connect terminal user guide An easy-to-follow guide to using your terminal.
- Page 2 Get in touch. Merchant Helpdesk: Service, Sales and Support, Terminal Technical Support, Stationery Orders. 1800 029 749 (available 24 hours a day, 7 days a week). Cardholder behaving suspiciously: 132 415 (Extension 500) Linkly support: Linkly provides the software that enables communication between your terminal and your Point of Sale software (POS).
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Page 3: Table Of Contents
Where can I find the CCV security code? ....................16 Should I save CCV security codes? ......................17 Daily Functions using EFTPOS Connect Integrated to the POS........17 How to process a Bank Logon......................17 Bank Logon via the POS..........................17... - Page 4 How to process a Sale transaction....................20 How to process a Sale with a Cash Out transaction..............23 How to process a Cash Out only transaction................26 How to process a Refund transaction................... 29 4.4.1 Refund transaction on a Contactless Card................. 32 How to process a Mail/Telephone Order/e-Commerce transaction.
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Page 5: Introducing The Eftpos Connect Terminal
1.0 Introducing the EFTPOS Connect terminal. What this guide will cover. This user guide will help you become familiar with the EFTPOS Connect terminal. You’ll find all the details of the terminal’s features and the simple operational steps to help deliver fast and secure payment processing for your business. -
Page 6: Cancellation Of Facility
Orders are normally delivered within five business days, so it’s important to place your orders before running your stocks too low. Ordering EFTPOS stationery online. Log on to westpac.com.au/merchant-stationery and click on the ‘Order now’ button, which will direct you to the stationery order page and enter the following details: •... -
Page 7: Ordering Eftpos Stationery By Phone
Ordering EFTPOS stationery by phone. Call the Merchant Helpdesk on: 1800 029 749 (available 24 hours a day, 7 days a week) Follow the prompts and use your phone keypad to enter the following details: • The stationery items and quantities. •... -
Page 8: Using The Touchscreen
Using the touchscreen. EFTPOS Connect is equipped with a touchscreen that allows you to access functions and menus by using your finger or a stylus (supplied at the back of the terminal). Navigating using the touchscreen is easy - simply follow the prompts and tap the option on the screen to make a selection. -
Page 9: Turning Your Terminal On And Off Manually
2.4 Turning your terminal on and off manually. 1. To turn on: hold the ‘ENTER’ key down for about 2 seconds until the Terminal displays the start-up screen. 2. To turn off: hold the ‘Func’ key and the ‘CLEAR’ key down simultaneously for about 2 seconds. -
Page 10: Getting Started
2.6 Getting started. Your EFTPOS Connect terminal arrives as a complete unit. Included in your delivery is: • A Quick Reference Guide • Terminal • Terminal base • Receipt rolls (paper) • Power supply for the terminal base • USB cable. -
Page 11: Terminal Setup And Configuration
2.7 Terminal setup and configuration. To begin setting up your new EFTPOS Connect terminal: 1. Make sure the terminal base is connected to power. 2. Make sure the terminal base is connected to your POS via a supported communications method. -
Page 12: Pairing The Terminal And Base For Bluetooth
2.9 Terminal configuration. Once the EFTPOS Connect terminal is connected, the 8-digit Merchant ID and Terminal ID will need to be entered into the Linkly EFT Client. You can do this by using the Control Panel –... -
Page 13: Configuration Of Passwords
2.10 Configuration of Passwords. Your terminal will be initially set up with the same 4-digit password to perform Void, Refund, Settlement and Terminal functions. However, there’s no initial password set up for MOTO transactions. This can be set using key entry option [5] as per below. You can change the passwords to values of your choice. -
Page 14: Configuration Of Merchant Receipt And Customer Receipt
2.11 Configuration of Merchant receipt and Customer receipt. • Use ‘Func’ 15 to configure the merchant receipts to either ‘never print’ or ‘always print’. • Use ‘Func’ 16 to configure the customer receipts to either ‘never print’, ‘always print’ or ‘prompt’. To configure merchant receipts: press the ‘Func’... -
Page 15: Procedures
3.2 Inserting a Chip Card. The EFTPOS Connect terminal is also equipped with a chip card reader to support credit or debit card transactions. The chip card reader is located at the front of the terminal below the keypad. -
Page 16: Swiping A Magnetic Stripe Card
3.3 Swiping a magnetic stripe card. The EFTPOS Connect terminal supports credit or debit card transactions. The Magnetic Stripe Reader (MSR) is located on the right-hand side of the terminal. Instructions: 1. The card should be swiped through the card reader smoothly, in one swift action, without pauses. -
Page 17: Should I Save Ccv Security Codes
CVV codes should only be used with the initial transaction for authorisation but never stored for future transactions. 4.0 Daily Functions using EFTPOS Connect Integrated to the POS. Integrated mode allows your POS system to communicate directly with the terminal. - Page 18 Terminal Screen POS Screen Next Step Take note of the response APPROVED APPROVED message. A successful response will display ‘Approved’, while an unsuccessful response will display ‘Declined’. APPROVED Bank Logon via the terminal. Terminal Screen Next Step Start by initiating the transaction via the terminal by pressing HH:MM the ‘menu’...
- Page 19 Terminal Screen Next Step Select [1] Logon to perform the Bank Logon. TERMINAL FUNCTIONS 1. Logon 2. Others 3. Host comms Wait for the Bank Logon to be performed. Logon in progress Please wait Take note of the response message. A successful response will display ‘Approved’...
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Page 20: How To Process A Sale Transaction
4.2 How to process a Sale transaction. Terminal Screen POS Screen Next Step Start by initiating HH:MM the transaction via DD/MM/YYYY the POS interface. The customer can present PRESENT CARD PRESENT CARD SALE $X.XX the card/payment device SALE $X.XX SALE $X.XX to the terminal by tapping, PRESENT CARD Cancel... - Page 21 Terminal Screen POS Screen Next Step Have the customer select SELECT ACCOUNT SELECT ACCOUNT SALE $X.XX an application or account type on the terminal screen. PLEASE SELECT Cancel Cancel Note: The terminal will APPLICATION only display the available application or accounts 1.
- Page 22 Terminal Screen POS Screen Next Step Remove the customer’s REMOVE CARD REMOVE CARD <Type of Card> card from the terminal. A successful transaction SALE will display ‘Approved’, while a failed transaction APPROVED will display ‘Declined’. The **Remove card** **Remove Card** message is only displayed when the card is inserted.
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Page 23: How To Process A Sale With A Cash Out Transaction
How to process a Sale with a Cash Out transaction. If ‘Cash Out’ is enabled on the terminal, customers can be given cash. Cash Out is available from cheque and savings accounts only. Terminal Screen POS Screen Next Step Start by initiating the HH:MM transaction via the POS DD/MM/YYYY... - Page 24 Terminal Screen POS Screen Next Step Have the customer select SELECT ACCOUNT SELECT ACCOUNT SALE $X.XX an application or account CASH $X.XX type on the terminal screen. Cancel Cancel TOTAL $X.XX Note: The terminal will only display the available PLEASE SELECT application or accounts APPLICATION for the card entered.
- Page 25 Terminal Screen POS Screen Next Step Wait for the ‘Processing’ PROCESSING PROCESSING message to be completed. PLEASE WAIT PLEASE WAIT Processing Please wait Remove the customer’s REMOVE CARD REMOVE CARD card from the terminal. A successful transaction will display the word APPROVED ‘Approved’, while a failed transaction will display...
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Page 26: How To Process A Cash Out Only Transaction
4.3 How to process a Cash Out only transaction. If Cash Out is enabled on the terminal, customers can be given cash. Cash is available from cheque and savings accounts only. Terminal Screen POS Screen Next Step Start by initiating the HH:MM transaction via the POS DD/MM/YYYY... - Page 27 Terminal Screen POS Screen Next Step Have the customer select SELECT ACCOUNT SELECT ACCOUNT CASH $X.XX an application or account type on the terminal screen. Cancel Cancel Note: The terminal will PLEASE SELECT only display the available APPLICATION application or accounts for the card entered.
- Page 28 Terminal Screen POS Screen Next Step Wait for the ‘Processing’ PROCESSING PROCESSING message to be completed. PLEASE WAIT PLEASE WAIT Processing Please wait Remove the customer’s REMOVE CARD REMOVE CARD <Type of Card> card from the terminal. A successful transaction CASH will display the word ‘Approved’, while a failed...
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Page 29: How To Process A Refund Transaction
4.4 How to process a Refund transaction. A refund transaction is used to reverse a sale transaction that has previously been processed. Both the original sale and the refund transactions will appear on your account statement. A refund transaction should allow any amount below or equal to the selected Daily Refund Limit. - Page 30 Terminal Screen POS Screen Next Step The customer can PRESENT CARD PRESENT CARD REFUND $X.XX present the card or REFUND $1.00 REFUND $1.00 payment-enabled device PRESENT CARD Cancel Cancel to the terminal by tapping, inserting, or swiping. Have the customer select SELECT ACCOUNT SELECT ACCOUNT REFUND...
- Page 31 Terminal Screen POS Screen Next Step Ask the customer to enter ENTER PIN ENTER PIN <Account Type> their PIN on the terminal and press ‘ENTER’, or just ACCOUNT Cancel Cancel press ‘ENTER’ to sign* REFUND $X.XX (if applicable). PIN & ENTER If credit account is selected below screen is displayed...
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Page 32: Refund Transaction On A Contactless Card
4.4.1 Refund transaction on a Contactless Card. When a customer presents their contactless card/payment-enabled device, the terminal will process the transaction. Based on the card type settings, the terminal may prompt the customer for either a PIN or signature. This is a Customer Verification Method (CVM). Where a signature is required, the terminal will prompt for the customer’s signature. - Page 33 Important things to keep in mind: • Until registered as a MOTO/eCommerce merchant you mustn’t process MOTO or eCommerce transactions. • An authorisation of a MOTO or eCommerce transaction only establishes that the funds are available in the cardholder’s account and that the card account hasn’t been reported lost or stolen.
- Page 34 Terminal Screen POS Screen Next Step Enter the card’s Expiry ENTER CARD DETAILS ENTER CARD DETAILS Date in the format shown (MMYY). Cancel Cancel Press ‘ENTER’ to go to CARD EXPIRY the next step. MMYY The terminal will prompt ENTER CARD DETAILS ENTER CARD DETAILS for the type of MOTO transaction request...
- Page 35 Terminal Screen POS Screen Next Step Wait for the ‘Processing’ PROCESSING PROCESSING message to be completed. PLEASE WAIT PLEASE WAIT Processing Please wait A successful transaction APPROVED APPROVED <Type of Card> will display the word ‘Approved’, while a failed MOTO transaction will display ‘Declined’.
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Page 36: How To Process A Pre-Authorisation
4.6 How to process a Pre-Authorisation. This function is used to reserve funds for a sale to be processed later. Car rentals and hotels/ motels most commonly use this function. Note: • Pre-authorisation transactions can only be performed on credit cards and charge cards and only where you’ve been authorised to do so. - Page 37 Terminal Screen POS Screen Next Step The customer can present PRESENT CARD PRESENT CARD PRE-AUTH $X.XX the card/payment-enabled PRE-AUTH PRE-AUTH $1.00 $1.00 device to the terminal Cancel Cancel by tapping, inserting, PRESENT CARD or swiping. Then move on to the PIN entry step.
- Page 38 Terminal Screen POS Screen Next Step If a signature* is required, VERIFY SIGNATURE VERIFY SIGNATURE Online check that the customer’s CORRECT? YES/NO CORRECT? YES/NO signature matches the APPROVED signature on the card. Press ‘Yes’ to verify if PLEASE SIGN matched and ‘No’ to RECEIPT decline if not matched.
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Page 39: How To Process A Pre-Authorisation Completion
Terminal Screen POS Screen Next Step Remove the customer’s REMOVE CARD REMOVE CARD <Type of Card> card from the terminal. A successful transaction PRE-AUTH will display ‘Approved’, while a failed transaction APPROVED will display ‘Declined’. **Remove Card** *Note: Signature will still be required for some cards (for example, signature-only cards, payment cards that don’t have a chip and some international cards). - Page 40 Terminal Screen POS Screen Next Step The terminal will prompt ENTER APPROVAL CODE ENTER APPROVAL CODE to enter the Approval Code. Enter the Approval Code Cancel Cancel Accept Accept from the pre-authorisation Input Data: merchant receipt and select MERCHANT ‘Accept’ to continue. AUTH ENTRY If the lookup is successful, then the pre-authorisation...
- Page 41 Terminal Screen POS Screen Next Step The customer can present PRESENT CARD PRESENT CARD COMPLETION the card/payment-enabled COMPLETE COMPLETE $1.00 $1.00 $X.XX device to the terminal Cancel Cancel by tapping, inserting, or swiping. PRESENT CARD Enter the RRN number ENTER RRN ENTER RRN from the pre-authorisation merchant receipt and press...
- Page 42 Terminal Screen POS Screen Next Step Wait for the ‘Processing’ PROCESSING PROCESSING message to be completed. PLEASE WAIT PLEASE WAIT Processing Please wait A successful transaction APPROVED APPROVED <Type of Card> will display the word ‘Approved’, while a failed COMPLETION transaction will display ‘Declined’.
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Page 43: End Of Day Functions Using Integrated Mode
– when the settlement function is performed before 9:30 pm each business day (excluding weekends and national public holidays) and when your settlement account is a Westpac bank account. However, if your bank account is with another financial institution, please allow a minimum of 24–48 hours for the settlement funds to be deposited. - Page 44 Terminal Screen Next Step Once all stored reversal and offline transactions are sent to the bank, the terminal will transmit a settlement request to the bank. WBC BATCH PROCESSING Wait for the settlement processing screen to be completed. If the terminal returns with response code ‘95’, it indicates that the terminal totals didn’t match the bank’s totals.
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Page 45: How To Print A Pre-Settlement Report
5.2 How to print a Pre-Settlement report. This function will print a report of all transactions performed since the last settlement, without resetting the totals. Terminal Screen POS Screen Next Step Start by initiating HH:MM the transaction DD/MM/YYYY via the POS interface. Wait for the terminal SCANNING BATCH SCANNING BATCH... -
Page 46: How To Reprint The Last Settlement Report
5.3 How to reprint the Last Settlement report. This function will reprint a report of the last settlement which has occurred. Terminal Screen POS Screen Next Step Start by initiating HH:MM the transaction via DD/MM/YYYY the POS interface. Wait for the processing LAST SETTLEMENT LAST SETTLEMENT to be completed. -
Page 47: How To Perform Shift Totals Using Integrated Mode
5.4 How to perform Shift Totals using Integrated Mode. This function will print a report of the transactions processed in a nominated shift period. The terminal will start to accumulate the Shift Totals after the previous settlement – until the shift is cleared. Terminal Screen POS Screen Next Step... -
Page 48: Standalone Mode
6.0 Standalone Mode. Standalone Mode allows the terminal to transact on its own in the event of a POS outage. It continues to operate independently, without the need for the POS. Communication options available in Standalone Mode are 4G/GPRS. Refer to the table below to see what transaction capabilities are available in Standalone Mode. Category Capability Transaction Types... -
Page 49: Terminal Logon Using Standalone Mode
Terminal Logon using Standalone Mode. Terminal Screen Next Step Start by initiating the transaction via the terminal by pressing HH:MM the ‘menu’ key DD/MM/YYYY Select [4] Terminal (Other functions]. MENU 1. Transaction 2. Print 3. Batch (Settlement) 4. Terminal (Other functions) Select [2] Logon to perform the Bank Logon. - Page 50 Terminal Screen Next Step Wait for the Bank Logon to be performed. Logon in progress Please wait Wait for the terminal to print the receipt. Printing Please wait Take note of the response message on the terminal screen. A successful response will display ‘Approved’ and the receipt will show ‘Logon Success’.
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Page 51: Sale Using Standalone Mode
6.2 Sale using Standalone Mode. Terminal Screen Next Step A Sale transaction can be started by pressing the ‘menu’ HH:MM DD/MM/YYYY Note: You can also enter the sale amount directly on the idle screen. Select [1. Transaction] to access the Sale menu. MENU 1. - Page 52 Terminal Screen Next Step Enter the sale amount. Then press ‘ENTER’. SALE SALE $X.XX ENTER AMOUNT $X.XX Press ‘ENTER’ to skip Cash Out (if not applicable). SALE SALE $X.XX CASH $X.XX ENTER AMOUNT $0.00 Enter a Tip amount (if applicable) and press ‘ENTER’. SALE Alternatively, just press ‘ENTER’.
- Page 53 Terminal Screen Next Step Have the customer select the relevant application (e.g. Visa SALE $X.XX Credit, eftpos CHEQUE, eftpos SAVINGS) or account type (CHEQUE/SAVINGS/CREDIT) on the terminal screen. PLEASE SELECT Note: The terminal will only display the available applications APPLICATION or accounts based on the type of card presented when the card is inserted or swiped.
- Page 54 Terminal Screen Next Step Wait for the ‘Processing’ message to be completed. Processing Please wait Take note of the response message. A successful transaction <Type of Card> will display ‘Approved’ and an unsuccessful one will display ‘Declined’. SALE The message **Remove card** is displayed only when the card is inserted.
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Page 55: Cash Out Using Standalone Mode
6.3 Cash Out using Standalone Mode. Terminal Screen Next Step A Cash Out Transaction can be started by pressing HH:MM the ‘menu’ key DD/MM/YYYY Select [1. Transaction] to access the Cash Out menu. MENU 1. Transaction 2. Print 3. Batch (Settlement) 4. - Page 56 Terminal Screen Next Step Enter the Cash Out amount. Then press ‘ENTER’. CASH OUT CASH $X.XX ENTER AMOUNT $X.XX The customer can present the card/payment device CASH $X.XX to the terminal by tapping, inserting, or swiping. PRESENT CARD Have the customer select the relevant application (e.g. eftpos CASH $X.XX CHEQUE, eftpos SAVINGS) or account type (CHEQUE/...
- Page 57 Terminal Screen Next Step Wait for the ‘Processing’ message to be completed. Processing Please wait Ask the customer to enter their PIN on the terminal and press <SELECTED> ‘ENTER’. ACCOUNT CASH $X.XX PIN & ENTER **** Wait for the ‘Processing’ message to be completed. Processing Please wait Take note of the response message.
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Page 58: Refund Using Standalone Mode
Terminal Screen Next Step Press ‘Yes’ or ‘ENTER’, to print a customer copy of the receipt. Alternatively, press ‘No’. PRINT CUSTOMER COPY? 6.4 Refund using Standalone Mode. A refund transaction is used to reverse a sale transaction that has previously been processed. Both the original sale and the refund transactions will appear on your account statement. -
Page 59: How To Process A Refund Transaction Using Pin Or Signature
6.4.1 How to Process a Refund Transaction using PIN or Signature. Standalone terminal: refund transactions are only performed by selecting the option from the main menu. Keep in mind that this transaction type is password protected for risk/security purposes. Terminal Screen Next Step A ‘Refund’... - Page 60 Terminal Screen Next Step Key in the Refund amount and press ‘ENTER’. REFUND CASH $X.XX ENTER AMOUNT $X.XX Enter the 4-digit refund password and press ‘ENTER’. REFUND PASSWORD **** The customer can present the card/payment device REFUND $X.XX to the terminal by tapping, inserting, or swiping. PRESENT CARD...
- Page 61 Terminal Screen Next Step Have the customer select the relevant application REFUND $X.XX (e.g. Visa Credit, eftpos CHEQUE, eftpos SAVINGS) or account (CHEQUE/SAVINGS/CREDIT) on the terminal screen. PLEASE SELECT Note: The terminal will only display the available applications APPLICATION or accounts based on the type of card presented. 1.
- Page 62 Terminal Screen Next Step Wait for the ‘Processing’ message to be completed. Processing Please wait If PIN Entry is skipped, verify the customer’s signature. Press ‘Yes’ or the ’ENTER’ key if the signature matches. Verify signature ‘No’ or the ‘CANCEL’ key if the signature doesn’t match. CORRECT? Take note of the response message.
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Page 63: Refund Transaction On A Contactless Card
6.4.2 Refund transaction on a Contactless Card. When a customer presents their contactless card/payment-enabled device, the terminal will process the transaction. Based on the card type settings, the terminal may prompt the customer for either a PIN or signature. This is a Customer Verification Method (CVM). Where a signature is required, the terminal will prompt for the customer’s signature. -
Page 64: Mail/Telephone Order/E-Commerce Using Standalone Mode
6.5 Mail/Telephone Order/e-Commerce using Standalone Mode. Terminal Screen Next Step Start the MOTO transaction by pressing the ‘menu’ key HH:MM DD/MM/YYYY Select [1. Transaction] to access the MOTO menu. MENU 1. Transaction 2. Print 3. Batch (Settlement) 4. Terminal (Other functions) Select [6. - Page 65 Terminal Screen Next Step Enter the MOTO transaction amount and press ‘ENTER’. MOTO SALE $X.XX ENTER AMOUNT $X.XX Begin keying in the card number. MOTO $X.XX ENTER CARD NUMBER XXX XXX XXX Complete entering a valid card number and press ‘ENTER’. ENTER CARD NUMBER XXXX XXXX XXXX...
- Page 66 Terminal Screen Next Step Enter the card’s Expiry Date in the (MMYY) format shown. Then press ‘ENTER’. CARD EXPIRY MMYY A ‘Declined’ message will appear if an invalid expiry date (invalid month) is entered at the terminal or received from the POS.
- Page 67 Terminal Screen Next Step Check that the details are correct and then press ‘ENTER’ MOTO $X.XX to process the MOTO transaction. ENTER TO CONFIRM Wait for the ‘Processing’ message to be completed. Processing Please wait Take note of the response message. A successful transaction <Type of Card>...
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Page 68: Pre-Authorisation Using Standalone Mode
6.6 Pre-Authorisation using Standalone Mode. This process illustrates the screens displayed by the terminal to complete a ‘Pre-Authorisation’ transaction. It occurs when using a signature as the Customer Verification Method (CVM). In these instances, the customer has either: • Tapped the card. •... - Page 69 Terminal Screen Next Step Enter the Pre-authorisation amount and press ‘ENTER’. PRE-AUTH PRE-AUTH $X.XX ENTER AMOUNT $X.XX The customer can present the card/payment device PRE-AUTH $X.XX to the terminal by tapping, inserting, or swiping. After the card is presented, go to the ‘Enter PIN’ screen. PRESENT CARD Where a customer isn’t present, enter the card number manually via the terminal.
- Page 70 Terminal Screen Next Step Enter the card’s Expiry Date in the (MMYY) format shown. Then press ‘ENTER’. CARD EXPIRY MMYY A ‘Declined’ message will appear if an invalid expiry date (invalid month) is entered at the terminal or received from the POS.
- Page 71 Terminal Screen Next Step Wait for the ‘Processing’ message to be completed. Processing Please wait Take note of the response message. A successful transaction <Type of Card> will display ‘Approved’ and an unsuccessful one will display ‘Declined’. PRE-AUTH APPROVED Verify the customer’s signature. Press: ‘Yes’...
- Page 72 Terminal Screen Next Step Press ‘Yes’ or ‘ENTER’ to print a customer copy of the receipt. Alternatively, press ‘No’. PRINT CUSTOMER COPY? Ask the customer to enter their PIN on the terminal and press CREDIT ‘ENTER’, or just press ‘ENTER’ to sign (if applicable). ACCOUNT PRE-AUTH $X.XX PIN &...
- Page 73 Terminal Screen Next Step Verify the customer’s signature. Press: ‘Yes’, if the signature matches. Verify signature ‘No’, if the signature doesn’t match. CORRECT? Press ‘Yes’ to print a customer receipt if required. PRINT CUSTOMER COPY? Before completing the transaction, check that the transaction was approved before handing the customer their copy of the transaction receipt.
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Page 74: Pre-Authorisation Completion Using Standalone Mode (With An Approval Code)
6.7 Pre-Authorisation Completion using Standalone Mode (with an Approval Code). Terminal Screen Next Step Start the pre-authorisation completion pressing the ‘menu’ HH:MM DD/MM/YYYY Select [1. Transaction] to access the completion menu. MENU 1. Transaction 2. Print 3. Batch (Settlement) 4. Terminal (Other functions) Select [5. - Page 75 Terminal Screen Next Step Enter the amount and press ‘ENTER’. SALE COMPLETION $X.XX COMPLETION ENTER AMOUNT $X.XX The terminal will prompt for an approval code. Enter SALE COMPLETION the approval code from the original Pre-authorisation transaction record. APPROVAL CODE? XXXXXXX The terminal will prompt for a valid terminal password.
- Page 76 Terminal Screen Next Step Wait for the ‘Scanning Batch’ message to be completed. Scanning batch Please wait If the pre-authorisation details were not found on the terminal, COMPLETION swipe or insert the card. Alternatively, the card details may be $X.XX manually entered using the terminal (only if the Manual Entry function has been turned on in the terminal).
- Page 77 Terminal Screen Next Step Enter the authorisation date from the merchant receipt COMPLETION and press ‘ENTER’. AUTH DATE? DDMM Press ‘ENTER’ to complete the transaction. The merchant COMPLETE $X.XX receipt will print automatically. ENTER TO CONFIRM Wait for the ‘Processing’ message to be completed. Processing Please wait Take note of the response message.
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Page 78: Manual Settlement Using Standalone Mode
Terminal Screen Next Step Print a customer receipt if required. PRINT CUSTOMER COPY? Note: Before completing the transaction, check that the transaction was approved before handing the customer their copy of the transaction receipt. If the transaction is declined, the terminal will display an error message giving the reason. Please check the bottom of the receipt for an ‘Approved’... - Page 79 Terminal Screen Next Step Select [1. Settle] to start the settlement. BATCH 1. Settle > 2. Last settlement > 3. Review batch > 4. Batch totals > To initiate a settlement, enter the settlement password and press ‘ENTER’. SETTLEMENT PASSWORD? **** Wait for the ‘Processing’...
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Page 80: Pre-Settlement Report Using Standalone Mode
Terminal Screen Next Step Then wait for the printing to be completed. Printing Please wait 6.9 Pre-Settlement Report using Standalone Mode. This function will print a report of all transactions performed since the last settlement, without resetting the totals. Terminal Screen Next Step Start the pre-settlement report by pressing the ‘menu’... - Page 81 Terminal Screen Next Step Select [4. Batch totals]. BATCH 1. Settle > 2. Last settlement > 3. Review batch > 4. Batch totals > Wait for the ‘Scanning Batch’ message to be completed. Scanning Batch Please wait Wait for the terminal to complete printing the Batch Totals report.
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Page 82: Last Settlement Using Standalone Mode
Terminal Screen Next Step Allow the terminal to complete printing the list. Printing Please wait A successful transaction will display ‘Approved’ and the terminal will return to the idle screen. APPROVED 6.10 Last Settlement using Standalone Mode. Terminal Screen Next Step Start the last settlement report by pressing the ‘menu’... - Page 83 Terminal Screen Next Step Select [3. Batch (Settlement)] to access the Batch Totals menu. MENU 1. Transaction 2. Print 3. Batch (Settlement) 4. Terminal (Other functions) Select [2. Last settlement]. BATCH 1. Settle > 2. Last settlement > 3. Review batch > 4.
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Page 84: Duplicate/Reprint Receipt Using Standalone Mode
6.11 Duplicate/Reprint Receipt using Standalone Mode. Terminal Screen Next Step Start the reprint receipt function by pressing the ‘menu’ key HH:MM DD/MM/YYYY Select [2. Print] to access the Batch Totals menu. MENU 1. Transaction 2. Print 3. Batch (Settlement) 4. Terminal (Other functions) Select [1. - Page 85 Terminal Screen Next Step Select the required option for the reprint: PRINT [1] prints the last transaction record stored in memory. TRANSACTION [2] the terminal prompts for an invoice number to print specific 1. Last transaction details. 2. By Invoice # Wait for the terminal to complete reprinting the last transaction receipt.
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Page 86: Shift Totals Using Standalone Mode
6.12 Shift Totals using Standalone Mode. This function is used to start and end a shift and print the Shift Report for the current work shift. The shift total printed in the report will only include transactions between the Start and End of the Shift. - Page 87 Terminal Screen Next Step The terminal will display a message showing that the shift mode has been activated. SHIFT MODE ACTIVATED The same function can be used to end the shift. Follow the steps below to print the shift total. Terminal Screen Next Step Press the ‘Func’...
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Page 88: Fall Back Sales Procedures
7.0 Fall Back Sales Procedures. Electronic Fall Back. Electronic Fall Back (EFB) is the ability to continue performing transactions on the terminal, even when communication with the bank for online approvals has been lost. • EFB functionality is only available when enabled on the terminal and is only available for certain cards. - Page 89 PRESENT CARD This is because contactless transactions aren’t supported on the terminal (based on the EFB rules set by Westpac). Have the customer insert or swipe the card. SALE $X.XX...
- Page 90 Terminal Display Response Wait for the ‘Processing’ message to be completed. <SELECTED> ACCOUNT Processing Please wait Then ask the customer to enter their PIN on the terminal. <SELECTED> Note: Your terminal will allow you to skip PIN entry, based on the card type (such as international cards).
- Page 91 Terminal Display Response Standalone mode: Verify the signature by comparing it with the signature on the reverse of the card. Verify signature Press ‘ENTER’ to verify if matched and ‘CANCEL’ to decline if it doesn’t match. CORRECT? Integrated Mode: Have the customer sign the transaction record and verify the signature by comparing it with the signature on the reverse of the card.
- Page 92 Sample Electronic Fall Back Purchase receipt. MERCHANT or WESTPAC Remember to always check the receipt to verify if a transaction Logo has been approved. MERCHANT NAME MERCHANT ADDRESS MERCHANT ADDRESS OPTIONAL MERCHANT TEXT MID: 12345678 TID: 90123456 Version: 0.9.99 --------------------------------- --------------------------------- MERCHANT COPY...
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Page 93: Glossary
8.0 Glossary. Approval Code It’s a unique transaction identifier printed on the pre-authorisation receipt. Charge Card American Express, Diners Club or JCB card. Credit Card Mastercard, Visa card or China UnionPay International Credit and Debit cards. CCV Number An additional security feature used in transactions where (Card Check Value) the customer isn’t present (e.g., MOTO or e-Commerce). -
Page 94: Troubleshooting
9.0 Troubleshooting. Hardware Faults. Hardware faults Action The terminal doesn’t 1. Check the battery – if it is connected or empty. turn on Remember, a battery that’s completely empty will take longer to charge. 2. Connect the terminal to the terminal’s power supply or put it on a powered base and check if the battery symbol is flashing or moving;... -
Page 95: Response Codes
9.2 Response Codes. Code Display Cause/Action APPROVED • The transaction has been approved. APPROVED • The transaction has been approved if the signature is correct. With signature APPROVED • The transaction has been approved. APPROVED • The transaction has been approved. CALL FOR AUTH •... - Page 96 Code Display Cause/Action CONTACT CARD ISSUER • Ask for another form of payment. • Tell the customer to contact their card Issuer. FORMAT ERR CALL HELPDESK • Switch the terminal off, then back on – and then retry the transaction. •...
- Page 97 Code Display Cause/Action PIN INVALID • The customer has entered the wrong PIN. • Retry the transaction with the correct PIN. CONTACT CARD ISSUER • Ask for another form of payment. • Tell the customer to contact their card issuer. INVALID TRANSACTION •...
- Page 98 Code Display Cause/Action ISSUER NOT AVAILABLE • Bank is unavailable – retry the transaction. CANNOT PAY • Ask for another form of payment. • Tell the customer to contact their card issuer. SETTLE NOT AVAILABLE • A settlement has been processed in the last 24 hours, or the settlement is being attempted between 9.30pm and 11.00pm (AEST).
- Page 99 Code Display Description/Printed Text Cause/Action DECLINED These are errors reported • Ask for another form by the EMV Kernel. of payment. Refer Section 20.2.2 APPROVED Offline Approved • No Action. by EMV card APPROVED APPROVED Offline Approved by EMV • No Action.
- Page 100 Code Display Description/Printed Text Cause/Action SYSTEM ERROR SYSTEM ERROR • Restart the terminal. • Retry the transaction. ATTACH IN PROGRESS • Contact Linkly Support NETWORK ERROR if the problem persists. NO RESPONSE The terminal hasn’t received • Restart the terminal. a response from the bank •...
- Page 101 Code Display Description/Printed Text Cause/Action INVALID 1-2 Way Interface, Amount • Enter a valid Transaction AMOUNT passed to terminal = ‘ZERO’ amount > $0.00 INVALID AMOUNT DECLINED Presented Card not in CPAT • Ask for another form of payment. DECLINED •...
- Page 102 Code Display Description/Printed Text Cause/Action CARD EXPIRED Presented card details • Ask for another form contain invalid Expiry Date of payment. CARD EXPIRED • Tell the cardholder to contact the card issuer. BATCH FULL SAF Batch full. terminal • A settlement must be unable to accept further performed once in transactions...
- Page 103 Code Display Description/Printed Text Cause/Action DECLINED Unable to connect • Restart the terminal. SYSTEM ERROR • Retry the transaction. COMMUNICATION ERROR • Contact Linkly Support if the problem persists. BAD TID Stored transactions • Reconnect terminal detected in terminal when to the correct POS.
- Page 104 Remember to always check PLEASE RETAIN RECEIPT the receipt to verify if a transaction FOR YOUR RECORDS has been approved. MERCHANT or WESTPAC Logo Note: Where your terminal displays MERCHANT NAME a response code not listed in this guide MERCHANT ADDRESS...
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- Page 108 © 2020 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 WBCEFTUG 1120...