First Data FD150 User Manual
  1. Manuals
  2. Brands
  3. First Data Manuals
  4. Touch terminals
  5. FD 150
  6. User manual
First Data FD150 User Manual

First Data FD150 User Manual

Countertop and mobile terminals
Hide thumbs Also See for FD150:
Table of Contents

Advertisement

Quick Links

First Data
FD150
User Guide
for countertop and mobile terminals

Advertisement

Table of Contents
loading

Related Manuals for First Data FD150

Summary of Contents for First Data FD150

  • Page 1 First Data FD150 User Guide for countertop and mobile terminals...

  • Page 2: Table Of Contents

    Get to know your terminal Introduction Terminal location and PIN privacy Terminal ownership Settlement Your terminal layout First Data countertop EFTPOS terminal First Data mobile EFTPOS terminal Transaction processing options Installing the privacy shield Loading receipt paper To switch the terminal on and off...
  • Page 3 Get to know your terminal Contents Operating your EFTPOS terminal Cash out transaction Cash out transaction with a purchase Cash out-only transaction Refund transaction Reprint last receipt Cancel transaction Other transaction types Pre-authorisation Processing and pre-authorisation transaction Processing and completion transaction from a pre-authorisation Mail order/telephone order (MOTO) Electronic commerce interface (ECI) Void...
  • Page 4 Get to know your terminal...

  • Page 5: Get To Know Your Terminal Contents

    Get to know your terminal Get to know your terminal...

  • Page 6: Introduction

    Get to know your terminal Introduction Your First Data EFTPOS terminal allows you to accept credit, debit and charge card transactions electronically as a means of payment. Customers can access their cheque, savings or credit accounts for purchases and refunds. Customers can also request cash out from cheque and savings accounts.

  • Page 7: Terminal Ownership

    Get to know your terminal Terminal ownership All physical equipment provided to the merchant by First Data remains the property of First Data. 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.

  • Page 8: Your Terminal Layout

    Get to know your terminal Your terminal layout First Data countertop EFTPOS terminal Receipt printer Integrated contactless card reader lights. (Contactless reader is embedded behind screen) Colour touch screen terminal display Magnetic stripe card reader Alpha/numeric keys Power on/off and cancel key...

  • Page 9: First Data Mobile Eftpos Terminal

    Get to know your terminal Your terminal layout First Data mobile EFTPOS terminal Receipt printer Integrated contactless card reader lights. (Contactless reader is embedded behind screen) Colour touch screen terminal display Magnetic stripe card reader Alpha/numeric keys Power on/off and cancel key...

  • Page 10: Transaction Processing Options

    Get to know your terminal Transaction processing options The First Data EFTPOS terminal has a chip card If the card is capable of performing a contactless reader, a magnetic stripe reader and an integrated transaction, place the card over the contactless contactless reader for processing transactions.

  • Page 11: Installing The Privacy Shield

    Get to know your terminal Installing the privacy shield You can choose to add a privacy shield to the terminal to provide customers with additional security when entering their PIN. Remove the adhesive tab around the privacy shield. Carefully place the privacy shield’s adhesive side around the keypad.

  • Page 12: Loading Receipt Paper

    Handle thermal paper carefully. Impact, friction, temperature, humidity and oils can affect the colour and storage characteristics of the paper. Never load a roll of paper that has folds, wrinkles, tears or holes at the edges of the print area. Please call First Data on 1300 664 660 for all stationery orders.
  • Page 13 Get to know your terminal Switching the terminal on and off To switch the terminal on: Do not disconnect your terminal’s power supply or communication line unless instructed to do so > Connect the power supply cable to the power by the Help Desk.

  • Page 14: Communications Setup

    Get to know your terminal Communications setup First Data countertop EFTPOS terminal The First Data EFTPOS terminal is capable of processing transactions through a broadband Internet connection as well as a standard phone line. IP/Broadband Please contact the helpdesk on 1800 243 444...
  • Page 15 Below is an example of a possible network configuration that the EFTPOS terminal can use to process transactions over IP/broadband Internet. Dial-up Your countertop EFTPOS terminal features a First Data EFTPOS terminal phone cable input that allows you to connect directly to a telephone wall jack. your terminal using a regular dial-up phone line.

  • Page 16: First Data Mobile Eftpos Terminal

    Get to know your terminal First Data mobile EFTPOS terminal Installing the SIM card The mobile EFTPOS terminal comes with a pre-installed SIM card, so you should not need to install a SIM. If you are instructed to remove the SIM by the helpdesk, please use the following reinstallation steps.
  • Page 17 Get to know your terminal Connecting to WiFi The First Data mobile EFTPOS terminal comes with the option of WiFi capability. To connect to your local WiFi network, the following steps should be performed: WiFi Settings Step Step Select Admin...
  • Page 18 Get to know your terminal Step Step Expand the WiFi node Select the required field node Step Step Use the virtual keyboard to enter the required To edit the current value, select the text field at the value and press the OK button next to the Space Bar bottom of the screen buttonto accept the current change Step...
  • Page 19 Get to know your terminal Below is a table detailing the various options available in the terminal’s WiFi setup. Note: To connect to a WiFi network, you usually only need to fill out the ‘SSID’ and ‘Key’ values. SSID Name of wireless connection AdHoc False (default) True...
  • Page 20 Operating your EFTPOS terminal...

  • Page 21: Operating Your Eftpos Terminal

    Operating your EFTPOS terminal Operating your EFTPOS terminal...
  • Page 22 Operating your EFTPOS terminal Purchase transaction This section describes how to complete a purchase transaction. Note: Your terminal can be configured with three frequently used functions or ‘hot keys’. Refer to page 76 for further details. You can perform a purchase transaction in three simple steps. Simply start keying in the transaction amount from either the idle screen (the main screen) or when the terminal is in ‘screen saver’...
  • Page 23 Operating your EFTPOS terminal Step Step $0.00 Insert, tap or swipe the card. Note: If the value for a contactless transaction Key in the tip amount if required. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card. Step Step Purchase: $$.$$...
  • Page 24 Operating your EFTPOS terminal Step Step PIN or Sign? EFTPOS in progress. Please wait Ask the customer if they would prefer to enter This screen indicates the terminal is attempting their PIN or sign the receipt. Press ‘PIN’ or to process the transaction. The screen will ‘Signature’...
  • Page 25 Operating your EFTPOS terminal Step Step Customer copy? Remove card If the customer requires a copy of the receipt, press the green ‘thumbs up’ button. If the customer used a chip card to process the transaction, you can now remove the chip card. If the customer does not require a copy of the receipt, press the red ‘thumbs down’...
  • Page 26 Operating your EFTPOS terminal Example of a purchase transaction record First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012 STAN 000034...
  • Page 27 Operating your EFTPOS terminal Purchase transaction with a credit card This section describes how to complete a transaction using a credit card. Step Step Select ‘Purchase’ from the main screen Alternatively, if ‘Purchase’ is not a configured hot if it is configured as a hot key. key, select ‘Transaction’, then select ‘Purchase’...
  • Page 28 Operating your EFTPOS terminal Step Step Insert, tap or swipe the card. Note: the value for a contactless transaction Select the ‘Credit’ account type. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card. Step Step Purchase: $$.$$...
  • Page 29 Operating your EFTPOS terminal Step Step Customer copy? EFTPOS in progress. Please wait If the customer requires a copy of the receipt, This screen indicates the terminal is attempting press the green ‘thumbs up’ button. to process the transaction. If the customer does not require a copy of the receipt, press the red ‘thumbs down’...
  • Page 30 Operating your EFTPOS terminal Example of a credit card record First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012 STAN 000034...

  • Page 31: 'Cash Out' Transaction

    Operating your EFTPOS terminal ‘Cash out’ transaction Customers may choose to get cash out by using your terminal to debit their cheque or savings account with or without making a purchase. Cash out is not allowed on a credit card account. As the owner of the business, you may choose whether or not to provide this additional facility to customers.
  • Page 32 Operating your EFTPOS terminal Step Step $0.00 Insert, tap or swipe the card. Key in the amount of cash required and press Note: the value for a contactless transaction the green ENTER key on the keypad. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card.
  • Page 33 Operating your EFTPOS terminal Step Step $NN.NN Enter PIN EFTPOS in progress. Please wait This screen indicates the terminal is attempting Ask the customer to key in their PIN. to process the transaction. Step Step Customer copy? Remove card If the customer requires a copy of the receipt, press the green ‘thumbs up’...
  • Page 34 Operating your EFTPOS terminal Example of a cash out transaction record First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012 STAN...

  • Page 35: Refund Transaction

    Operating your EFTPOS terminal Refund transaction You can use the refund function when customers are returning goods and to reverse keying errors made by operators. IMPORTANT — If you are reversing an error, ensure the full amount of the transaction is refunded before the purchase is re processed with the correct amount.
  • Page 36 Operating your EFTPOS terminal Step Step $0.00 Enter Refund Amount Insert, tap or swipe the card. Key in the refund amount and press the Note: the value for a contactless transaction green ENTER key on the keypad. is $100 or greater, the terminal will prompt the customer to enter a PIN or insert their card.
  • Page 37 Operating your EFTPOS terminal Step Step PIN or Sign? $NN.NN Enter PIN Ask the customer if they would prefer to enter Ask the customer to key in their PIN. their PIN or sign the receipt. Press ‘PIN’ or ‘Signature’ accordingly. Step Step Customer copy?
  • Page 38 Operating your EFTPOS terminal Example of a refund Step transaction record Remove card First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 If the customer used a chip card to process the Merchant Copy transaction, you can now remove the chip card.

  • Page 39: Reprint Last Receipt

    Operating your EFTPOS terminal Reprint last receipt This section describes how to reprint the last receipt printed. Step Step Select ‘Admin’. Select ‘Receipts’. Step Step N. DD/MM INV No Select ‘Merchant’, ‘Customer’ or ‘Settlement’ Select the required transaction to re-print the most recent receipt. from the list or press the ‘Back’...

  • Page 40: Cancel Transaction

    Operating your EFTPOS terminal Step Inv # NNNNNN Card NNNN Amount $$.$$ Date dd/mm/yyyy Press the green ‘thumbs up’ button to re-print the receipt or press the ‘Back’ button to return to the transaction list. Cancel transaction A transaction may be cancelled at any time before Once a customer has entered their PIN and pressed ENTER, the transaction has been the customer presses the green ENTER key or OK...

  • Page 41: Other Transaction Types

    Operating your EFTPOS terminal Other transaction types Pre-authorisation The pre-authorisation function allows you to authorise and hold funds on a customer’s credit card for a period of up to seven days. A pre-authorisation will not debit a customer’s account until a completion transaction is processed at a later date.

  • Page 42: Processing And Pre-Authorisation Transaction

    Operating your EFTPOS terminal Processing a pre-authorisation transaction Step Step Select ‘Auth’ from the main screen Alternatively, if ‘Auth’ is not a configured hot if it is configured as a hot key. key, select ‘Transaction’, then select ‘Auth’ from (Refer to page 68 for details.) the transaction list.
  • Page 43 Operating your EFTPOS terminal Step Step PreAuth $$.$$ PIN or Sign? Total: $$.$$ Select the green ‘thumbs up’ button if the Ask the customer if they would prefer to enter pre-authorisation amount is correct or the their PIN or sign the receipt. Press ‘PIN’ or red ‘thumbs down’...
  • Page 44 Operating your EFTPOS terminal Example of a pre-authorisation transaction record First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012 STAN 000034...

  • Page 45: Processing And Completion Transaction From A Pre-Authorisation

    Operating your EFTPOS terminal Processing a completion transaction from a pre-authorisation Step Step Select ‘Checkout’ from the main screen Alternatively, if ‘Checkout’ is not a configured if it is configured as a hot key. hot key, select ‘Transaction’, then select (Refer to page 68 for details.) ‘Checkout’...
  • Page 46 Operating your EFTPOS terminal Step Step $0.00 $0.00 Enter Amount Checkout Key in the Checkout amount and press ENTER. Key in the tip amount and press ENTER. Step Step Insert, tap or swipe the card. Select the account type. Step Step Checkout: $$.$$ PIN or Sign?
  • Page 47 Operating your EFTPOS terminal Example of a processing a Step transaction completion record EFTPOS in progress. First Data Please wait XXXX Merchant 123 Sydney Street North Sydney NSW 2060 This screen indicates the terminal is attempting Merchant Copy to process the transaction.

  • Page 48: Mail Order/Telephone Order (Moto)

    Operating your EFTPOS terminal Mail order/telephone order (MOTO) Mail order and telephone order (MOTO) merchants are authorised to manually key credit card transactions. The terminal will automatically default to ‘Credit’ as the account type whenever you manually enter card numbers. Should you attempt to manually key a debit card number, the terminal will reject the transaction. The MOTO process is similar to a normal purchase (or refund) that involves manually entering card details.
  • Page 49 Operating your EFTPOS terminal Step Step $0.00 Enter Amount MOTO-Purchase Select ‘Purchase’ or ‘Refund’ Key in the purchase or refund amount and as the transaction type. press ENTER. Step Step Enter Expiry NNNNNNNN (MMYY) NNNN Key in the expiry date on the card Key in the card number and press ENTER.
  • Page 50 Operating your EFTPOS terminal Example of a MOTO Step transaction record EFTPOS in progress. First Data Please wait XXXX Merchant 123 Sydney Street North Sydney NSW 2060 This screen indicates the terminal is attempting Merchant Copy to process the transaction.

  • Page 51: Electronic Commerce Interface (Eci)

    Operating your EFTPOS terminal Electronic commerce interface (ECI) An electronic commerce interface (ECI) transaction occurs when a customer orders goods or services from a merchant via a web-based interface or e-commerce platform and the customer and their card are not present at the merchant outlet.
  • Page 52 Operating your EFTPOS terminal Step Step Enter Expiry NNNNNNNN (MMYY) NNNN Key in the expiry date on the card Key in the card number and press ENTER. and press ENTER. Step Step Purchase: $$.$$ Total: $$.$$ Enter CCV Press green ‘thumbs up’ button to confirm the Key in the CCV number on the back of the card amount or the red ‘thumbs down’...
  • Page 53 Operating your EFTPOS terminal Example of a ECI transaction record First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 000012 STAN 004322...

  • Page 54: Void

    Operating your EFTPOS terminal Void There are some cases where either the merchant IMPORTANT — A void can only be performed on a or the customer makes a mistake during the credit card transaction. A refund is the equivalent payment process and don’t realise until the process for debit transactions.
  • Page 55 Operating your EFTPOS terminal Step Step Alternatively, if ‘Void’ is not a configured hot key, Select ‘Void’ from the main screen if it is configured select ‘Transaction’, then select as a hot key. (Refer to page 76 for details.) ‘Void’ from the transaction list. Step Step Auth ID...
  • Page 56 Operating your EFTPOS terminal Example of a void Step transaction record Customer copy? First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 If the customer requires a copy of the receipt, Merchant Copy press the green ‘thumbs up’ button. If the...

  • Page 57: Administration Functions

    If you do not, a settlement will transactions taken as at the current settlement date. automatically be ‘forced’ by First Data between 1730 and 1800 local time. The net total amount on the receipt will be credited...
  • Page 58 Operating your EFTPOS terminal Example of a settlement record MASTERCARD PUR 007 $47.88 TOTAL AUD $38.43 First Data VISA PUR 008 $32.17 XXXX Merchant 123 Sydney Street TOTAL AUD $32.17 North Sydney NSW 2060 TOTAL DEBIT/ Merchant Copy CREDIT 28 OCT 2015 16:00:22 PUR 020 $117.30...

  • Page 59: Tip Addition

    Operating your EFTPOS terminal Tip addition If a customer needs to add a tip after completing the original transaction, your First Data terminal allows you to add tips using the tip addition function. A tip can only be added to a credit card purchase transaction and is limited to 25% of the transaction amount.
  • Page 60 Operating your EFTPOS terminal Step Step $0.00 $0.00 Enter Amount Verify Amount Confirm purchase amount and press ENTER. Key in the tip amount and press ENTER. Step Step Purchase: $$.$$ Tip: $$.$$ Total: $$.$$ EFTPOS in progress. Please wait Press the green ‘thumbs up’ button to continue or This screen indicates the terminal is attempting the red ‘thumbs down’...
  • Page 61 Operating your EFTPOS terminal Example of a tip addition transaction record First Data XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 28 OCT 2015 16:00:22 MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 USER INV NO 0000012 STAN...

  • Page 62: Globalchoice Dynamic Currency Conversion

    GlobalChoice DCC is offered to your Visa and MasterCard international cardholders when making their purchase on the First Data EFTPOS terminal. When the card is presented to the terminal, the terminal will determine whether the card is a candidate to offer DCC and if so, will automatically prompt the merchant by loading the DCC particulars onto the screen.
  • Page 63 Operating your EFTPOS terminal Mastercard example DCC Transaction Print Customer Receipt This screen will be displayed whenever a DCC The base amount, the exchange rate and the total customer receipt is available. amount which will appear on the card holder’s statement will be displayed.
  • Page 64 AUD and agreed to pay in (USD). 123456 AUTH-ID 654321123456 The service to pay in your own currency is offered by First Data The service to pay in your own currency is offered by First Data This transaction is based on Reuters Wholesale Interbank exchange rate.
  • Page 65 Operating your EFTPOS terminal Example of DCC transaction records VISA First Data First Data XXXX Merchant XXXX Merchant 123 Sydney Street 123 Sydney Street North Sydney NSW 2060 North Sydney NSW 2060 Merchant Copy Customer Copy 08 MAR 2017 13:44:36...
  • Page 66 Operating your EFTPOS terminal Mastercard (and any other card) First Data First Data XXXX Merchant XXXX Merchant 123 Sydney Street 123 Sydney Street North Sydney NSW 2060 North Sydney NSW 2060 Merchant Copy Customer Copy 08 MAR 2017 13:44:36 08 MAR 2017 13:44:36...
  • Page 67 USD $83.06 AMOUNT 123456 AUTH ID 123456 000001 I have been offered a choice of Currencies including AUD and agreed to pay in USD The service to pay in your own Currency is offered by First Data APPROVED SIGNATURE ACCEPTED...

  • Page 68: Ace Acceptance

    Operating your EFTPOS terminal ACe Acceptance Your terminal supports the eftpos Australia ACe chip for both contact and contactless transactions which provides consumers with more payment choices and improves security. When an eftpos Australia Ace chip is presented at the terminal, the available application names for that cardholder’s card will be shown instead of the cheque, savings and credit options.

  • Page 69: Reports

    Operating your EFTPOS terminal Reports You can generate the following reports from the Reports menu. Shift Settlement report report The shift report shows each of the following details The settlement report contains three separate for each merchant terminal accessible to the user sub-reports, as follows: requesting the report: >...

  • Page 70: Daily Report

    Operating your EFTPOS terminal Daily report > a pre-authorisation summary for all card types. Transaction report The daily report displays: > debit totals for all card types The transaction report displays selected approved > totals per card type (non-charge cards) transactions stored in the terminal.
  • Page 71 Operating your EFTPOS terminal Step Step Select ‘Admin’. Select ‘Next’. Step Step Training off Press the green ‘thumbs up’ button to turn on Select ‘Training Mode’. training mode or ‘Back’ to return to the Admin menu. Step Training The status bar will now show the status as (TRAINING).

  • Page 72: Surcharging

    Operating your EFTPOS terminal Surcharging The First Data EFTPOS terminal can add a surcharge to every transaction processed. The surcharge can be either a fixed dollar amount ($1.00 per transaction, for example) or it can be a percentage of the total transaction (2%, for First Data example).

  • Page 73: Customer Receipt Marketing Message

    Operating your EFTPOS terminal Customer receipt marketing message Your First Data EFTPOS terminal allows you to add a marketing message to the bottom of every customer receipt. Merchants can use this to make their customers aware of any special deals or discounts.

  • Page 74: Offline Transaction Processing

    Card rules Electronic fallback Certain transactions are considered low risk and do If approved by First Data, your EFTPOS terminal not need to be authorised online. Transactions in can be configured for electronic fallback mode. this category are known as off-host transactions.

  • Page 75: Multi Merchant Capability

    Operating your EFTPOS terminal Multi-merchant capability The First Data terminal lets you manage multiple Multi-merchant capability is not a standard feature merchant accounts on a single terminal. This enabled on the First Data terminal. functionality is particularly useful on premises where there are multiple businesses sharing space and each has their own merchant facility.

  • Page 76: Hot Keys

    Transaction menu. The following functions can be assigned as hot keys. > > > Cashout Pre-auth Tip-addition > > > Checkout Purchase Void > > Purchase-ECI Refund > > Purchase-MOTO Settlement Configuration of hot keys is controlled centrally by First Data and cannot be changed on a terminal.

  • Page 77: User Management

    Operating your EFTPOS terminal User management First Data terminals can support multiple users. Each user can be flagged as either a SUPERVISOR or USER and can be associated with one or more merchants. You can set the following attributes within the context of a user/merchant configuration.

  • Page 78: Shift Change

    Operating your EFTPOS terminal Shift change Users can use the shift change function to manage shifts and obtain reports for each shift. The user who changes the shift becomes the default user for transactions or operations that do not require user authentication. Use the following steps to manage shifts and obtain shift reports using the shift change function.
  • Page 79 Operating your EFTPOS terminal Step Step Start Shift? User Password **** Key in your password and press ENTER. Select the green ‘thumbs up’ button. Step Step <<Merchant>> <<Merchant>> Select ‘User’ to print shift totals by user. Select the Merchant, if prompted. Select ‘Card’...
  • Page 80 ©2017 First Data Corporation. All Rights Reserved. All trademarks, service marks and trade names used in this material are the property of their respective owners.

Table of Contents