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Full user guide

Barclaycard Flex Terminal

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Summary of Contents for Flex

Page 1: ...Full user guide Barclaycard Flex Terminal...

Page 2: ...supplies including till rolls and in car chargers directly from our approved supplier PDQ Consumables Contact them by call charges apply Telephone 0844 822 2044 Fax 0844 822 2031 Web pdqconsumables c...

Page 3: ...ted 12 Installing Barclaycard Flex Terminal 19 Taking payments Chip and PIN Contactless Magnetic stripe Mail order and telephone 27 Refunds 29 End of day banking 31 Printing a transaction log 33 Chang...

Page 4: ...rint a merchant copy receipt with a card number on it which must be kept secure You ll need to make sure you lock away all receipts and keep them somewhere safe Essentials Make sure you know who has y...

Page 5: ...our card machine as the battery has been designed to recharge only as much as it needs to Recharging can take up to 16 hours Caring for your card machine Please keep liquids away from your card machin...

Page 6: ...6 Before you do anything In the box you should have found 1 Your terminal base unit 3 A power lead 2 Your terminal card machine with SIM included...

Page 7: ...7 7 5 A spare till roll 4 An IP cable 6 Your card pack 7 A PIN training card...

Page 8: ...e and the buttons at the same time for one second Icons you ll see You ll see these at the bottom of the terminal display You can either tap them on screen or press the corresponding button on the key...

Page 9: ...nected by Bluetooth to the base shows how strong your Wi Fi connection is this shows your terminal is charging If any of the symbols are white or orange this means there are connectivity problems Chec...

Page 10: ...the terminal base and remove the cover 2 The thin end of the power cable goes into point A Plug the other end into the mains and replace the cover 3 Insert the IP cable into the socket at the back of...

Page 11: ...omatically come to life if it doesn t press the button and the screen should light up Once you ve started your terminal you need to let it charge for up to four hours You can install the terminal and...

Page 12: ...pts until you re back at the Select Region screen 3 Once the region has been selected the terminal will begin connecting to Bluetooth Tap at the bottom of the touchscreen or press the button on the ke...

Page 13: ...will go green If you do not wish to connect via Bluetooth IP tap 6 If you connect to Wi Fi you ll see the above connection method screen When you see this select Automatic Scan 5 To set up Wi Fi tap...

Page 14: ...f you need to switch from upper case to lower case use the Shift button like you would on your phone And if you need any special characters tap the Sym button 8 Select Personal Security and tap 7 For...

Page 15: ...Your terminal will automatically search and create a mobile connection If this is not found you will be prompted to set this up manually If your terminal hasn t automatically detected a signal tap Now...

Page 16: ...ay it s disconnecting You don t need to do anything it s just disconnecting from our internal systems 14 When the terminal says that it has been successfully configured tap You ll then see a Connectin...

Page 17: ...irm so type in the code again and tap 16 You ll then need to enter the current date and time using the terminal keypad 17 Now you ll see this screen Don t do anything your terminal is just setting its...

Page 18: ...stallation Successful receipt will print off If it shows any card types not accepted then please contact the helpdesk 19 You ll then see a Supervisor Code Successfully Set message Tap 3G vodafoneUK 13...

Page 19: ...you make a mistake press the button and re enter the correct amount 2 Ask your customer to insert their card into the card reader with the chip facing up 3 Ask your customer to enter their PIN and co...

Page 20: ...ctions 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 3G vod...

Page 21: ...contactless payment limit your cardholder will need to use Chip and PIN instead If the card is removed too quickly a message will appear on the display and the cardholder will be asked to present the...

Page 22: ...tton and a customer receipt will be printed If any other button has been pressed then a customer receipt will not print Your terminal can take contactless High Value Payments HVP These are contactless...

Page 23: ...be put through as magnetic stripe payments 2 Swipe the customer s card with the magnetic stripe inserted into and facing the card machine 3 When prompted tear off the merchant receipt and get the car...

Page 24: ...f the card refuse the card Press the 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 Follow your...

Page 25: ...n to CNP Press the button Select Sale and press again 3 Enter the customer s card number and press the button Enter the expiry date security code numbers from the customer s postcode and numbers from...

Page 26: ...as expected It s your choice whether to accept the transaction or decline it if you aren t happy with the cardholder s identity 5 Your terminal will now print out the customer receipt tear this off an...

Page 27: ...d on your card machine Your card machine will check the card Refunds should only be made onto the card used for the original purchase Cash refunds should never be given on a credit card transaction as...

Page 28: ...talled your card machine 6 Your card machine will then connect to Barclaycard process the refund and print a receipt Follow the instructions on screen to complete the transaction pressing when prompte...

Page 29: ...ay Banking and tap 2 Enter your supervisor code and tap Your terminal can also give you other totals to help with your banking Z totals balance that day s total transactions with a reset X totals bala...

Page 30: ...l display End of day banking Tap to proceed 4 Your card machine will now give you two options Bank all by tapping Bank by each acquirer separately by tapping If you choose to bank by each acquirer e g...

Page 31: ...leted SALE cancelled by you CANCELLED or declined by the card issuer DECLINED 1 At the ready prompt press the button until the system menu is displayed Highlight the Select Function field and tap 2 Yo...

Page 32: ...for other acquirers Your card machine will automatically return to the ready prompt 4 Your card machine will display an acquirer e g Barclaycard Amex To print a transaction log for this acquirer tap O...

Page 33: ...d release the printer cover Take out the old plastic till roll tube 2 Peel away the end of the new roll Leaving the end free hold the till roll and carefully place it into the printer compartment 3 Ho...

Page 34: ...e paper feeds correctly Only paper rolls that are 57mm wide and 40mm in diameter can be used in your card machine Attempting to fit rolls of a different size may damage your card machine Calls will co...

Page 35: ...d machine NOT AUTHORISED The card issuer has declined to authorise the transaction Ask the customer to pay by some other means and press the button REFERRAL B 0844 824 5092 Assistance required Call th...

Page 36: ...power outlet The electrical power outlet must meet the following criteria must be installed near the equipment and easily accessible must meet the standards and regulation in the country where used th...

Page 37: ...5 of the standard IEC60950 1 2005 A1 2010 and EN60950 1 2006 A11 2009 A1 2010 A12 2011 Cleaning To clean the terminal use a soft cloth slightly moistened with water Do not clean the electrical connec...

Page 38: ...ty of human health and environment Security of the terminal This device fulfils current applicable PCI PTS security requirements Upon receipt of the terminal you should check for signs of tampering of...

Page 39: ...terminal is exclusively made for indoor use If the above conditions are not fulfilled a PIN shield must be used Positioning of the terminal on checkstand must be in such a way to make cardholder PIN...

Page 40: ...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 Regulatio...

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