Cash Out Transaction With Purchase ������������������������������������������� 21 Cash Out Only Transaction ���������������������������������������������������� 22 Tipping ������������������������������������������������������������������������ 24 How to Process a Refund �������������������������������������������������������� 24 Void Last Transaction ����������������������������������������������������������� 26 Preauthorisation Processing ����������������������������������������������������� 28 Part One: Preauthorisation ���������������������������������������������������� 28 Part Two: Completion �������������������������������������������������������� 28 2 | Fiserv Confidential...
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How to Enable Transaction List ������������������������������������������������ 48 How to Print The Transaction List ���������������������������������������������� 49 Offline Transaction Processing ��������������������������������������������������� 50 Card Rules ������������������������������������������������������������������� 50 Electronic Fallback ������������������������������������������������������������ 50 Additional Terminal Functions ���������������������������������������������������� 51 Where to Get Help ����������������������������������� 52 3 | Fiserv Confidential...
PIN. Terminal Ownership All physical equipment provided to the merchant by Fiserv remains the property of Fiserv. This can include but is not limited to EFTPOS terminals, PIN pads, power packs, phone line cables and any additional hardware provided at the time of installation.
Get to Know Your Terminal Your Terminal Layout Your mobile integrated EFTPOS terminal is supplied with: Power pack Contactless card reader 3G/4G modem Docking/Base station Integrated Contactless Reader Receipt Printer Magnetic Stripe Reader Menu Cancel Clear Enter Chip Reader 5 | Fiserv Confidential...
The green Enter key on the keypad validates input and powers on the terminal The Function button on the keypad is used to perform advanced functions on the terminal F2 on the touchscreen scrolls down menu options F3 on the touchscreen scrolls up menu options 6 | Fiserv Confidential...
Press and hold the Func and yellow Clear keys together Cancel an Press the red Cancel button on the keypad action The terminal will return to the home screen if there is no activity for Idle state 60 seconds 7 | Fiserv Confidential...
Your EFTPOS terminal and base are paired through Bluetooth. This enables the terminal to continue to operate normally when it is separated from the base. You can also choose to have all transaction receipts printed directly from your POS system or have the terminal print the transaction receipt. 8 | Fiserv Confidential...
If the card does not have a chip or contactless capability, you can process transactions by swiping the magnetic stripe through the terminal. The magnetic stripe should face down and against the side of the terminal. 9 | Fiserv Confidential...
Never load a roll of paper that has folds, wrinkles, tears or holes at the edges of the print area. Please call our Merchant help desk 1800-234-444 for stationery orders. 10 | Fiserv Confidential...
The EFTPOS terminal has the following communication options available: Broadband internet (Ethernet Set-Up) Broadband internet (Wi-Fi Set-Up) Mobile 4G/3G Integrated – Linkly (formerly PC EFTPOS) (USB and Rs232 connectivity with 4G/3G backup) Bluetooth (pair base to terminal) 11 | Fiserv Confidential...
Please ensure you have broadband internet available at your merchant site and have an Ethernet cable supplied by Fiserv. Please contact your internet service provider to help set up broadband internet if not available. Please ensure the terminal and base have been paired for Bluetooth (refer section Bluetooth Set-Up (pair base to terminal) page 19).
Press 4 to select Press 3 to select Terminal. Others. Step 7 Step 4 Step 5 Select Scan Press 4 to select Choose Option networks to find 4. Settings. 1. Wi-Fi available hotspots. 2. Bluetooth Press 1 for Wi-Fi. 13 | Fiserv Confidential...
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Password entered correctly, the for the selected Wi-Fi message “New Profile hotspot, then tap the OK” displays. The Wi-Fi green button to Enter. symbol in the status header of the terminal will turn green. 14 | Fiserv Confidential...
Settings. 1. Wi-Fi 2. Bluetooth Press 2 for Bluetooth. Note: Your password will be set up at the time of terminal installation. If you’re unsure of your password, please contact the Merchant help desk at 1800-243-444. 15 | Fiserv Confidential...
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Step 11 Select Association. Select New base. A message displays on the terminal to warn that the terminal will reboot. Step 12 The idle screen re-displays with the Bluetooth symbol in the status header of the terminal. 16 | Fiserv Confidential...
Terminal. Host Comms. Step 4 Use the F2 and F3 buttons to scroll to the communication option and press Enter. Note: There will be a slight delay while the terminal connects to the new communication network. 17 | Fiserv Confidential...
When the terminal registers with the network provider, it will display this icon. A 4G/3G signal strength indicator is also displayed. Other 4G/3G conditions that may be displayed: SIM card not detected; SIM card locked and entry of code is required. 18 | Fiserv Confidential...
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Note: Bluetooth Connectivity complies with Bluetooth v2.1 EDR (Enhanced Data Rate) – Class. Operating range is subject to site location and prevailing conditions: Indoor, up to 70m typically; Outdoor, up to 250m with clear line of sight. 19 | Fiserv Confidential...
PIN and press Enter. and press Yes to print a customer receipt, Note: Contactless if requested. transactions do not require a PIN or signature for amounts under $100 20 | Fiserv Confidential...
Step 1 To include Cash Out with a Purchase, enter the sale amount from idle/home screen and press Enter. If cash out on a sale is enabled, a CASH button will appear. Press the CASH button. 21 | Fiserv Confidential...
Press 1 to select Press 2 to select Transaction. Cash Out. Step 4 Step 5 Step 6 Enter the cash amount Ask customer to insert Ask customer to select and press Enter. or swipe their card. an account. 22 | Fiserv Confidential...
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PIN and press acknowledgement remove their card. Enter. displays once the sale has been successfully processed and the merchant receipt will be printed automatically. Step 10 Press Yes to print the customer receipt, if required. 23 | Fiserv Confidential...
Services that are terminated or cancelled Incorrect amount charged Step 1 Step 2 Step 3 Press Menu key on Press 3 for Refund. Enter refund amount the home screen, and and press Enter. press 1 for Transaction. 24 | Fiserv Confidential...
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PIN and acknowledgement press Enter. displays once the sale has been successfully processed and the merchant receipt will be printed automatically. Note: Even if a PIN is entered, a signed receipt will still be required. 25 | Fiserv Confidential...
Note: Please refer to your POS Vendor POS manual on how to initiate this transaction at the POS, if in integrated mode. Step 1 Step 2 Step 3 Press Menu key. Press 3 for Batch. Press 5 to select Void. 26 | Fiserv Confidential...
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Step 7 Press Yes to print the customer receipt, if required. Your Void password will be set-up at the time of terminal installation. If you are unsure of your password, please contact the Merchant help desk at 1800-243-444. 27 | Fiserv Confidential...
Preauthorisation is an optional feature. You may enable and disable this feature by contacting Merchant Services at 1800-243-444. Note: Please refer to your POS Vendor POS manual on how to initiate this transaction at the POS, if in integrated mode. 28 | Fiserv Confidential...
Press 3 to select Pre-Auth. Step 4 Step 5 Step 6 In the Pre-Auth/ Enter the preauthorisation Ask the customer to Completion submenu, amount and press Enter. insert, tap or swipe Press 1 for Pre-Auth. their card. 29 | Fiserv Confidential...
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You will need to verify has been successfully your customers’ processed and the signature. merchant receipt Press Yes, if the will be printed signature matches. automatically. Step 10 Press Yes to print the customer receipt, if required. 30 | Fiserv Confidential...
Approval Code from Completion. the merchant receipt and press Enter. Note: Your password will be set-up at the time of terminal installation. If you are unsure of your password, please contact the Merchant help desk at 1800-243-444. 31 | Fiserv Confidential...
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Ask the customer to insert or swipe their card b. Enter the last eight digits of the RRN from the merchant receipt and press Enter c. Enter the preauthorisation date from the receipt in DD/MM format and press Enter 32 | Fiserv Confidential...
Note: Please refer to your POS Vendor Point-of-Sale manual on how to initiate this transaction at the POS if in integrated mode. Enabling/Disabling Surcharge Surcharging is an optional feature. You may enable and disable this feature by contacting Merchant Services at 1800-243-444. 33 | Fiserv Confidential...
Operating Your EFTPOS Terminal Surcharge Report Step 1 Step 2 Step 3 Press Menu key. Press 4 for Terminal. Press 5 for Surcharging. Step 5 Step 4 Press OK to print Press OK. surcharge summary receipt or Cancel to exit. 34 | Fiserv Confidential...
Note: Please refer to your POS Vendor POS manual on how to initiate this transaction at the POS, if in integrated mode. Step 1 Step 2 Step 3 Press Menu key. Press 1 for Transaction. Press 4 for MOTO. 35 | Fiserv Confidential...
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Key Entry Password? Select MOTO type and date receipt in the MMYY press Enter to confirm. Merchant will be prompted format and press Enter. for this if it has been set-up on the TMS for their terminal. 36 | Fiserv Confidential...
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Step 12 Select whether the MOTO An acknowledgement Press Yes to print is a One-Off (Single), displays once the sale the customer receipt, Recurring or Instalment type. has been approved and if required. the merchant receipt will be printed. 37 | Fiserv Confidential...
It is therefore mandatory to provide the cardholder their copy of the receipt for a DCC transaction. DCC is an optional feature. You may enable and disable this feature by contacting Merchant Services at 1800-243-444. 38 | Fiserv Confidential...
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Step 4 Step 5 Step 6 Ask Customer to select Ask customer to enter An Approved between AUD or their PIN or press Enter. acknowledgement Home currency. displays once the sale has been successfully processed. 39 | Fiserv Confidential...
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Your Merchant Solutions EFTPOS terminal DCC receipt will look like this. Step 7 If the PIN was bypassed, ask the customer to sign the receipt. You will need to verify your customers’ signature. Press Yes, if the signature matches. 40 | Fiserv Confidential...
This function allows a duplicate receipt to be printed for the last transaction (either approved or declined). Step 1 Step 2 Step 3 Press Menu key on the Press 2 for Print. Press 1 for Transaction. home screen. Step 4 Press 1 for Last to reprint receipt for the last transaction. 41 | Fiserv Confidential...
Step 3 Press Menu key on the Press 2 for Print. Press 1 for Transactions. home screen. Step 4 Step 5 Step 6 Press 2 for Invoice. Enter Invoice Number The receipt will from receipt. be printed. 42 | Fiserv Confidential...
Settlement can be initiated manually or automatically, and the net total amount for the settlement day will be credited to the nominated bank account you have provided Fiserv. Fiserv automatically settles transactions daily at 21:00 (AEST/AEDT). If you request for an earlier settlement cutover time (allowed settlement cutover time is between 03:00 AEST/AEDT and 21:00 AEST/AEDT), an Automatic Settlement will occur at the nominated time.
A Pre-Settlement does not settle the terminal. Note: This function is only supported in Standalone mode. Step 1 Step 2 Step 3 Press Menu key. Press 3 for Batch. Press 4 to select Batch Totals. 44 | Fiserv Confidential...
The Last Settlement function will print the total value of transactions in the last settlement period. Note: This function is only supported in Standalone mode. Step 1 Step 2 Step 3 Press Menu key. Press 3 for Batch. Press 2 for Last Settlement. 45 | Fiserv Confidential...
Step 5 Step 6 Press F3 under Press F2 to go to next Press INFO/F3 to “INFO” to view these transaction. view each transaction three screens. in detail. Press F1 to go back to the previous transaction. 46 | Fiserv Confidential...
Yes or No to print, the Transaction Listing will automatically be printed after one to two minutes. Note: This function is not available on your EFTPOS terminal when your terminal is integrated with your POS. 47 | Fiserv Confidential...
Step 3 Press the Func key. Enter 14 using the PIN Press Enter to turn on pad and press Enter. the prompt to print the Transaction Listing. Step 4 The prompt is turned on. Press Cancel to exit. 48 | Fiserv Confidential...
Operating Your EFTPOS Terminal How to Print the Transaction List Step 1 Step 2 Step 3 Press Menu key on the Press 2 for Print. Press 2 for Reports. home screen. Step 4 Press 1 for Audit. 49 | Fiserv Confidential...
Z3 = Unable to go online and declined offline Electronic Fallback If approved by Fiserv, your EFTPOS terminal can be configured for electronic fallback mode. The EFTPOS terminal will enter electronic fallback mode if there is a problem transmitting the transaction to the card issuer.
Provides details of transaction totals grouped by View Host Totals transaction type and card type Provides details of transactions performed in the View Transaction List current settlement period Display Auto Settlement Time Displays the next auto settlement date and time 51 | Fiserv Confidential...
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