barclaycard Flex Full User Manual
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Full user guide
Barclaycard Flex Terminal

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Summary of Contents for barclaycard Flex

  • Page 1 Full user guide Barclaycard Flex Terminal...
  • Page 2 Useful numbers (call charges apply) Customer services: 0844 967 2808 Authorisation: 0844 822 2000 /0844 824 5092 Chargebacks: 0844 755 0094 American Express: 0800 032 7216 Diners: 0845 850 0195 Supplies for your card machine You can buy supplies, including till rolls and in-car chargers, directly from our approved supplier, PDQ Consumables.
  • Page 3: Table Of Contents

    • Need to know more? • Best practice Printing a transaction log Before you do anything Changing the till roll Barclaycard Flex Terminal at a glance Problems using your card terminal? • Common prompts Getting started • Troubleshooting and more help...
  • Page 4: Essentials

    You’ll need card payments. to make sure you lock away all receipts and keep them somewhere safe. If you’d like to know more about data security, please visit barclaycard.co.uk/pcidss...
  • Page 5: Receiving Your Money

    It also guide, which you’ll find at barclaycard.co.uk/business/tips means your card machines can continue to work and you’re able to trade as normal – so it’s important you do this.
  • Page 6: Before You Do Anything

    Before you do anything In the box, you should have found: Your terminal base unit. Your terminal card machine A power lead. with SIM included.
  • Page 7 An IP cable. A spare till roll. Your card pack. A PIN training card.
  • Page 8: Barclaycard Flex Terminal At A Glance

    Barclaycard Flex Terminal at a glance The keys you’ll need to know Icons you’ll see Stylus You’ll see these at the bottom of the Menu – gives you access to You’ll find a stylus on the underside of additional terminal functions.
  • Page 9 13:37 13:37 13:37 vodafone UK 03/10/2018 03/10/2018 03/10/2018 vodafone UK vodafone UK Symbols at the top of the screen – shows how strong your Wi-Fi – the signal strength of your – network connection through connection is. network connection. your IP cable. –...
  • Page 10: Getting Started

    Getting started First, open the clip at the back of the The thin end of the power cable goes Insert the IP cable into the socket at terminal base, and remove the cover. into point A. Plug the other end into the back of the base.
  • Page 11 11 11 4hrs Once you’ve started your terminal you Lay the terminal on top of the base need to let it charge for up to four hours. and it’ll automatically come to life – if it You can install the terminal and use it doesn’t, press the button and the to take payments while it’s on the...
  • Page 12: Installing Barclaycard Flex Terminal

    ‘Select Region’ screen. underside of your terminal. Your Barclaycard Flex Terminal can be installed via Bluetooth, Wi-Fi and mobile connection. We’d recommend you set up with all three – that way, your terminal will always stay connected.
  • Page 13 13 13 13:37 13:37 13:37 03/10/2018 03/10/2018 03/10/2018 Your network cable should already be If you connect to Wi-Fi, you’ll To set up Wi-Fi, tap . If you plugged in, so tap see the above connection don’t want to connect your terminal method screen.
  • Page 14 13:37 13:37 13:37 03/10/2018 03/10/2018 03/10/2018 For a couple of moments, your Select ‘Personal Security’ A qwerty keyboard will appear terminal will tell you it’s scanning. and tap on your screen. Enter your Wi-Fi It’ll then show you all the networks password, then press button.
  • Page 15 15 15 13:37 13:37 13:37 03/10/2018 03/10/2018 03/10/2018 When you see ‘New profile setup’, When the terminal is connected, Your terminal will automatically you’ll see a ‘System’ screen that search and create a mobile confirms successful connection to connection. If this is not found, your chosen Wi-Fi path.
  • Page 16 13:37 13:37 13:37 03/10/2018 vodafone UK vodafone UK 03/10/2018 vodafone UK 03/10/2018 When a GPRS signal is found, When the terminal says that it You’ll be prompted to enter your has been successfully configured, merchant number. It’s on the sticker on the side of You’ll then see a ‘Connecting to your terminal.
  • Page 17 17 17 13:37 13:37 13:37 vodafone UK 03/10/2018 03/10/2018 vodafone UK 03/10/2018 Reboot In progress You’ll then need to enter the Now you’ll see this screen. Don’t Your terminal will ask you to set current date and time using do anything – your terminal is just up your four-digit supervisor code.
  • Page 18 13:37 13:37 03/10/2018 vodafone UK vodafone UK 03/10/2018 13:37 vodafone UK 03/10/2018 You’ll then see a Supervisor Code When connection is made with That’s it – you’re good to go. Successfully Set message. Tap GEMS, an ‘Installation Successful’ receipt will print off. If it shows any card types not accepted, then please contact the helpdesk.
  • Page 19: Taking Payments

    Taking payments Chip and PIN 13:37 13:37 vodafone UK 03/10/2018 03/10/2018 vodafone UK At the ‘ready’ prompt, key in Ask your customer to insert their Ask your customer to enter their the amount. card into the card reader with the chip PIN and confirm by pressing the facing up.
  • Page 20 13:37 vodafone UK 03/10/2018 Follow the instructions on screen and your card machine will print two receipts: one for you to give to your customer, labelled ‘cardholder copy’, and a second for you to keep for your records, labelled ‘merchant copy’.
  • Page 21: Contactless

    Contactless 13:37 13:37 vodafone UK 03/10/2018 vodafone UK 03/10/2018 At the ‘ready’ prompt, key in The cardholder should hold their Your card machine will bleep to the amount. card or contactless payment device acknowledge the transaction, against the contactless symbol at the and the row of LED lights will flash.
  • Page 22 13:37 vodafone UK 03/10/2018 Your card machine will only print a If the cardholder requests a receipt, merchant receipt. at the ‘ready’ prompt press the button and a customer receipt will Follow your card machine prompts be printed. If any other button has to complete the transaction.
  • Page 23: Magnetic Stripe

    Magnetic stripe 13:37 vodafone UK 03/10/2018 13:37 03/10/2018 vodafone UK At the ‘ready’ prompt, key in Swipe the customer’s card, with When prompted, tear off the the amount. the magnetic stripe inserted into merchant receipt and get the and facing the card machine. cardholder’s signature.
  • Page 24 13:37 vodafone UK 03/10/2018 Check the signature. If the signature doesn’t match the one on the back of the card, refuse the card. Press button, which will cancel the transaction, and ask for a different form of payment. If you’re happy that the signatures match, press the button to continue.
  • Page 25: Mail Order And Telephone

    Taking payments when the customer isn’t with you can increase the chances of a fraudulent transaction. Reduce the risks by reading the advice on barclaycard.co.uk/business/retrievals...
  • Page 26 13:37 13:37 vodafone UK 03/10/2018 03/10/2018 vodafone UK When the transaction’s successful, Your terminal will now print out the press the button. customer receipt – tear this off and give it to your customer. Press the button. The terminal will then print out your merchant receipt.
  • Page 27: Refunds

    Refunds 13:37 13:37 vodafone UK 03/10/2018 vodafone UK 03/10/2018 To process a Customer Present Key in the amount of refund, and then If you are processing a CP refund, (CP) refund, press the ‘Menu’ button, press the button. insert, swipe or tap the customer’s select ‘Refund’...
  • Page 28 Enter your supervisor code and press Your card machine will then connect transaction, enter the card number, button. You’ll have set your to Barclaycard, process the refund expiry date and security code, supervisor code when you installed and print a receipt.
  • Page 29: End-Of-Day Banking

    End-of-day banking End-of-day banking must be carried out after each day of trading to ensure 13:37 13:37 that all the payments you’ve taken are vodafone UK 03/10/2018 vodafone UK 03/10/2018 submitted to us for processing. This is very important and helps us to ensure you receive the payments on time.
  • Page 30 • Bank by each acquirer separately waiter totals. by tapping . If you choose to bank by each acquirer (e.g. Amex, Barclaycard), you’ll need to select ‘yes’ or ‘no’ as required, and the terminal will dial out to each acquirer and print each report...
  • Page 31: Printing A Transaction Log

    Printing a transaction log 13:37 13:37 13:37 vodafone UK 03/10/2018 vodafone UK 03/10/2018 vodafone UK 03/10/2018 At the ‘ready’ prompt, press Your card machine will prompt Enter your supervisor code and button until the system you to enter a function code. menu is displayed.
  • Page 32 13:37 03/10/2018 vodafone UK Your card machine will display If you need to, repeat the steps as an acquirer (e.g. Barclaycard, Amex). required to print a transaction log for other acquirers. To print a transaction log for this acquirer, tap Your card machine will automatically return to the ‘ready’...
  • Page 33: Changing The Till Roll

    Changing the till roll Hold your card machine securely in Peel away the end of the new roll. Holding the free end of the paper and one hand. With the other hand, use Leaving the end free, hold the till your card machine, close the printer two fingers to lift and release the roll and carefully place it into the...
  • Page 34 13:37 vodafone UK 03/10/2018 While your card machine is Only paper rolls that are 57mm wide displaying the ‘ready’ screen, press and 40mm in diameter can be used in and hold the button to ensure your card machine. Attempting to fit that the paper feeds correctly.
  • Page 35 Problems using your card machine? Card machine display prompt Possible causes What to do CALL AUTH CENTRE Assistance required. Call the authorisation centre on the number displayed by your 0844 822 2000 card machine. Once you’ve spoken to the authorisation centre, 0844 824 5092 press the button and follow the prompts displayed by your...
  • Page 36 Important safety instructions provided by the manufacturer, Ingenico Ltd. Safety Electrical power outlet Powering down the Move/5000 The electrical power outlet must meet the following criteria: • Disconnect the Move/5000 power supply block adapter • must be installed near the equipment and easily accessible from the electrical mains network •...
  • Page 37 Explosion areas • Certain regulations restrict the use of radio equipment in The power supply contains the following symbols: chemical plants, fuel depots and any site where blasting is Double insulation symbol carried out. You are urged to comply with these regulations. Marking for Class II product.
  • Page 38 Important safety instructions provided by the manufacturer, Ingenico Ltd. (continued) Environment (WEEE, batteries and packaging) Security of the terminal This product is labelled in accordance with European This device fulfils current applicable PCI PTS security Directives 2002/96/EC concerning Waste Electrical requirements.
  • Page 39 Fixed installation Positioning of in-store security cameras must be in such a way that the PIN entry keypad is not visible. If the device is to be used in a situation where it is not possible for the cardholder to pick up and shield their PIN entry themselves, Never ask the customer to divulge their PIN code.
  • Page 40 Barclaycard is a trading name of Barclays Bank PLC and Barclaycard International Payments Limited. Barclays Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 122702). Registered in England No. 1026167.

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