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BankSA EftpoS 1i terminal User Guide

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BankSA EftpoS 1i terminal User Guide

1

4.3 Refund .........................................................................................................................................................................................15

How to process a Refund transaction .......................................................................................................15

4.4  Void a transaction ................................................................................................................................................................17

How to Void a transaction .................................................................................................................................17

4.5  Tip Adjustment ......................................................................................................................................................................18

How to process a Tip Adjustment ................................................................................................................18

4.6  How to process a Mail/Telephone Order/e-Commerce transaction ................................................20
4.7  How to process a Pre-Authorisation .......................................................................................................................22
4.8  How to process a Completion ....................................................................................................................................24

Using the ROC number ........................................................................................................................................24
Using the Authorisation number ..................................................................................................................26

5.0  End of Day Functions ................................................................................ 28

5.1 Settlement ................................................................................................................................................................................28

To enable an Automatic Settlement: ..........................................................................................................28
To process a Manual Settlement: ..................................................................................................................28

5.2  How to print a Pre-Settlement report ...................................................................................................................29
5.3  How to reprint Last Settlement .................................................................................................................................29

6.0  Standalone-Lite Mode .............................................................................. 30

Switching between Standalone-Lite Mode and Integrated Mode........................................30

6.1  Terminal Logon using Standalone-Lite Mode ..................................................................................................30
6.2  Purchase using Standalone-Lite Mode ................................................................................................................31
6.3  Standalone-Lite Cash Out flow ..................................................................................................................................33
6.4  Standalone-Lite Refund flow ......................................................................................................................................34
6.5  Standalone-Lite Settlement flow .............................................................................................................................36
6.6  Standalone-Lite Pre-Settlement Report ..............................................................................................................37
6.7  Standalone-Lite Last Settlement Report .............................................................................................................37
6.8  Standalone-Lite Duplicate/Reprint Receipt flow ..........................................................................................38
6.9  Standalone-Lite Shift Totals flow..............................................................................................................................38

7.0 Glossary. ................................................................................................... 39

8.0  Trouble shooting. ...................................................................................... 40

8.1  Hardware Faults ....................................................................................................................................................................40
8.2  Response Codes ...................................................................................................................................................................41

1.0  Introducing the EFTPOS 1i Terminal

What this guide will cover

This user guide will tell you all you need to know about the EFTPOS 1i terminal. As you read you’ll 
become familiar with the terminal and feel comfortable operating it using this as a guide. This guide 
will cover all transaction types as well as additional processes to ensure a smooth transition to your 
new terminal.

A brief overview of what your terminal can do

Your new terminal enables online transactions to be processed for Debit Cards (Savings and Cheque 
accounts), Credit Cards (Visa

®

 and MasterCard

®

) and Charge Cards (American Express

®

, Diners Club 

and JCB). 
Your EFTPOS 1i terminal can process:
•  Purchases 
•  Purchases with Cash Out for Debit Cards 
•  Refunds 
•  Voids 
•  Mail Order/Telephone Order transactions (MOTO) and eCommerce
Cash Out transactions for Debit Cards 
•  Pre-Authorisation and Completion transactions (approved merchants only) 
•  Purchase with Tips
•  Tip Addition

* American Express

®

 is a registered trademark of American Express Company.* MasterCard

®

 and the MasterCard Brand Mark are registered 

trademarks of MasterCard International Incorporated.* Visa

®

 is a registered trademark of Visa Worldwide Pte Limited. 

1.1  Merchant responsibility for equipment and materials provided

Any hardware or equipment and any unused stationery and promotional materials supplied by the 
Bank, remain the property of the Bank.
Additionally: 
•  You must not sell, assign or in any way encumber them. 
•  You cannot give them to a third party or give access to a third  

party. 

•  You must ensure that the terminals are covered by your business or contents insurance. 

It’s also important to note that your terminal must not be relocated without prior authorisation. 
It must be located where customers can use the pinpad without the risk of other people seeing them 
key in their PIN.

Содержание EFTPOS 1i

Страница 1: ...EFTPOS 1i Terminal User Guide Learn how to use your new terminal with this easy to follow guide...

Страница 2: ...ntactless transactions 7 3 2 Inserting a Chip Card 7 3 3 Swiping a Magnetic Stripe Card 7 3 4 CCV Security Codes 8 What is CCV 8 Where can I find the CCV Security Code 8 Should I save CCV Security Cod...

Страница 3: ...terminal and feel comfortable operating it using this as a guide This guide will cover all transaction types as well as additional processes to ensure a smooth transition to your new terminal A brief...

Страница 4: ...00 650 977 You must ensure that all equipment and materials are available to be returned within five business days of our request Fees and charges will continue to be incurred until the equipment is r...

Страница 5: ...re the terminal base is connected to power 2 Ensure the terminal base is connected to your Point of Sale POS via a supported communications method 3 Ensure the terminal is fully charged or is sitting...

Страница 6: ...only be used in the event that the POS communications to the bank are and or the terminal is in standalone lite mode and this process should be seamless during a transaction 3 0 Procedures 3 1 Conduc...

Страница 7: ...estpac and MasterCard or Westpac and Visa networks No accidents To make a purchase your card needs to be within 4cm of the contactless terminal for more than half a second the merchant must have alrea...

Страница 8: ...ly cards payment cards that do not have a chip and some international cards Your terminal will be able to process these cards as normal How to process a Purchase with Cash Out transaction If Cash Out...

Страница 9: ...o process a Cash Out only transaction If Cash Out is enabled on the terminal customers can be given cash out Cash is available from cheque and savings accounts only Terminal Screen Next Step READY 14...

Страница 10: ...it must be approved So you will not be billed twice even if you accidentally hold your card against the terminal more than once Fraud protection The 24 7 Falcon fraud detection system gives you great...

Страница 11: ...can be carried out on credit or charge cards to reverse a transaction that has not yet settled where available You should also know that debit card and pre authorisation transactions cannot be voided...

Страница 12: ...tained if the receipt shows the original purchase as Approved and no Tip is added Terminal Screen Next Step READY 14 35 29 10 13 Start by initiating the transaction via the POS interface including ent...

Страница 13: ...le for all chargebacks on MOTO ECOM transactions You must retain all merchant receipts for at least eighteen months from the transaction date Terminal Screen Next Step READY 14 35 29 10 13 Start by in...

Страница 14: ...READY 14 35 29 10 13 Start by initiating the transaction via the POS interface Swipe or Insert Card Physically present the card to the terminal by swiping or inserting Manual entry of card number via...

Страница 15: ...ll be shown last four card number digits amount authorisation number Confirm via the POS whether the authorisation details shown are correct PRE AUTH Verify Checkout Correct Wait for the POS Scanning...

Страница 16: ...unt authorisation number Confirm via the POS whether the authorisation details shown are correct If NO is selected the terminal will prompt for ROC re entry if the ROC was entered into the terminal or...

Страница 17: ...e PC EFTPOS EMS client to schedule an Automatic Settlement time Refer to your POS vendor or PC EFTPOS for assistance To process a Manual Settlement Terminal Screen Next Step Start by initiating the tr...

Страница 18: ...Step LOGON REPRINT SHIFT TOTALS PREV NEXT Select Bank Logon on the terminal This option is on page 3 of the idle screen BANK LOGON PLEASE WAIT The Logon will be performed and will then return you to...

Страница 19: ...cm of the contactless terminal for more than half a second the merchant must have already entered the transaction amount into the terminal and it must be approved So you will not be billed twice even...

Страница 20: ...nt must have already entered the transaction amount into the terminal and it must be approved So you will not be billed twice even if you accidentally hold your card against the terminal more than onc...

Страница 21: ...on is on page 2 of the idle screen MERCHANT PASSWORD 1234 Enter your merchant password or contact the Merchant Helpdesk for assistance Once your password is accepted your settlement receipt will be pr...

Страница 22: ...Card A card that gives the customer access to a cheque or savings account The customer must be present when accessing these account types Details cannot be hand keyed into an EFTPOS terminal Merchant...

Страница 23: ...saction has been approved 08 APPROVED With signature The transaction has been approved if the signature is correct Y1 APPROVED The transaction has been approved Y3 APPROVED The transaction has been ap...

Страница 24: ...r form of payment Advise cardholder to contact card issuer 75 CANNOT PAY Retry the transaction If the transaction is declined again obtain another form of payment Advise cardholder to contact card iss...

Страница 25: ...23456789876 INV ROC NO 000553 BANK REF 001258 DATE TIME 23 JUN 09 11 35 AID A0000000041010 TC 244F234AC7FD7547 AMOUNT 20 00 TOTAL AUD 20 00 AUTH 182126 APPROVED 00 Remember to always check the receipt...

Страница 26: ...This page has been left blank intentionally This page has been left blank intentionally...

Страница 27: ...Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 BSA06267 11 14 For further information Ask at any branch Call us on 13 13 76 7 30am to 7 30pm Monday to Friday...

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