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NAB EFTPOS

USER GUIDE

for Countertop

& Mobile

Terminals

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Содержание EFTPOS

Страница 1: ...NAB EFTPOS USER GUIDE for Countertop Mobile Terminals...

Страница 2: ...About your NAB EFTPOS Terminal NAB EFTPOS Mobile NAB EFTPOS Countertop...

Страница 3: ...ansaction 29 Transaction listing 31 Print Settlement Totals Pre settlement 32 Print Settlement Totals Last Settlement 33 Manual Settlement 34 Automatic Settlement Set up 36 Automatic Last Settlement S...

Страница 4: ...r information as well as your merchant and terminal numbers so your query can be quickly resolved For Authorisation Credit Cards 13 25 15 Debit Cards Cheque or Savings 1300 369 852 American Express 13...

Страница 5: ...TPOS VeriFone terminal X 9WXY 8TUV 0 SP 7PRS 6MNO 5JKL 4GHI 3DEF 2ABC 1QZ VeriFone SWIPE READER INDICATOR LED TERMINAL DISPLAY TOUCHSCREEN TELEPHONE STYLE KEYPAD CANCEL POWER OFF KEY ENTER POWER ON KE...

Страница 6: ...K buttons displayed on the touch screen This button is also used to power on the terminal when held down for a period of time This button on the terminal keypad is used for clearing entered data or mo...

Страница 7: ...ypad Navigating the Menu There are 18 main menu items Move up and down the three menu pages using the arrow keys To choose a menu item 1 Press the menu item using the touch screen then SELECT or 2 Ent...

Страница 8: ...100 there is no need for your customer to enter a PIN or sign the merchant receipt If the purchase is over 100 your customer will be required to enter a PIN or sign the merchant receipt Printing the c...

Страница 9: ...until all four bars light up and the terminal sounds a beep This will only take a few seconds Step 3 Prompt customer to remove their card An acknowledgement will be displayed once the purchase has bee...

Страница 10: ...rom the home screen and press OK Step 2 Prompt customer to INSERT or SWIPE their card Step 3 Prompt customer to select their account Step 4 Enter PIN and press OK An acknowledgement will be displayed...

Страница 11: ...Purchase Insert Swipe using PIN continued Step 5 Press YES to print the customer receipt if required The customer receipt will print automatically if a selection is not made...

Страница 12: ...e using Signature Step 1 Enter the sale amount directly from the home screen and press OK Step 2 Prompt customer to INSERT or SWIPE their card Step 3 Prompt customer to select an account Step 4 Prompt...

Страница 13: ...the receipt You will need to verify your customer s signature with the signature on the card If this is correct press YES An acknowledgement will be displayed once the signature has been verified Ste...

Страница 14: ...ash out feature an additional screen will display after you enter the Purchase amount A purchase with cash out transaction is shown as one total item in the settlement report and on the monthly mercha...

Страница 15: ...ir account Step 5 Prompt customer to enter their PIN and press OK An acknowledgement will be displayed once the purchase has been approved Step 6 Press YES to print the customer receipt if required Th...

Страница 16: ...ature by contacting the Merchant Service Centre A purchase with tip transaction is shown as one total item in the settlement report and on the monthly merchant statement Step 1 Enter the sale amount d...

Страница 17: ...continued Step 4 Enter the tip amount and press OK or skip this step by pressing OK Step 5 Review the tip confirmation screen and press OK Step 6 Enter PIN and press OK Step 7 Remove card from the te...

Страница 18: ...signature with the signature on the card If this is correct press YES An acknowledgement will be displayed once the signature has been verified Step 9 Press YES to print the customer receipt if requir...

Страница 19: ...your terminal To enable or disable the tip adjustment feature contact the Merchant Service Centre A tip adjustment must be completed before settlement time Step 1 Press the MENU button on the home sc...

Страница 20: ...Tip Adjustment continued Step 5 Review the adjusted amount of the transaction and press OK An acknowledgement will be displayed once the purchase with tip has been approved...

Страница 21: ...transactions It is an optional feature that you may enable or disable by contacting the Merchant Service Centre Step 1 Press the MENU button on the home screen Step 2 Enter 7 Cashout and press SELECT...

Страница 22: ...ompt customer to enter their PIN and press OK An acknowledgement will be displayed once the cashout has been approved Step 7 Remove card from the terminal if inserted Step 8 Once the transaction has b...

Страница 23: ...Service Centre Transaction and terminal refund limits apply Step 1 Press the MENU button on the home screen Step 2 Press 2 Refund and press SELECT Step 3 Enter your merchant password and press OK Cont...

Страница 24: ...or INSERT their card Step 6 Prompt customer to select their account Step 7 Prompt customer to press OK to print the refund receipt to sign Note Even if a PIN is entered a signed receipt will still be...

Страница 25: ...The customer will receive the refund within 2 to 4 business days for Visa MasterCard and EFTPOS transactions and up to 5 business days for UnionPay cards Note For your protection against fraud please...

Страница 26: ...ate receipt for the last transaction processed Step 1 Press the MENU button on the home screen Step 2 Enter 18 Function List then SELECT Step 3 Enter 72 then SELECT A duplicate merchant receipt for th...

Страница 27: ...he last transaction processed on the terminal screen before you decide to print a duplicate receipt Step 1 Press the MENU button on the home screen Step 2 Enter 9 Review Reprint then SELECT Step 3 Pre...

Страница 28: ...Review the details of the last transaction before printing continued Step 4 Press YES to print a duplicate customer receipt if required...

Страница 29: ...same settlement period Step 1 Press the MENU button on the home screen Step 2 Enter 9 Review Reprint then SELECT Step 3 Enter the last 6 digits of the RRN found on the receipt and press OK Or if you d...

Страница 30: ...Re print receipt for a past Transaction continued Step 5 Press YES to print a duplicate customer receipt...

Страница 31: ...ettlement Step 1 Press the MENU button on the home screen Step 2 Enter 17 Transaction Listing then press SELECT Step 3 Press SELECT to print all transactions The transaction history will begin printin...

Страница 32: ...time A pre settlement does not settle the terminal Step 1 Press the MENU button on the home screen Step 2 Press 6 Settlement then SELECT Step 3 Press 2 Pre Settlement then SELECT Step 4 Press YES if y...

Страница 33: ...Settlement Step 1 Press the MENU button on the home screen Step 2 Press 6 Settlement then press SELECT Step 3 Press 3 Last Settlement then press SELECT Step 4 Press YES if you want to perform a last s...

Страница 34: ...unless a manual settlement is performed Step 1 Press the MENU button on the home screen Step 2 Press 6 Settlement then press SELECT Step 3 Press 1 Settlement then press SELECT Step 4 Press YES if you...

Страница 35: ...Manual Settlement continued Step 5 Press YES if the transaction listing printed OK or NO to print the transaction listing again...

Страница 36: ...at a preferred time you specify Step 1 Press the MENU button on the home screen Step 2 Press 6 Settlement then press SELECT Step 3 Press 5 Auto Settle Setup then press SELECT Step 4 For your terminal...

Страница 37: ...transaction listing to print after the terminal settles Step 6 Enter the settlement time in a 24 hour HHMM format and press OK Step 7 Press YES to confirm auto settlement start time or NO to reject au...

Страница 38: ...actions since last settlement every day at a preferred time you specify This function does not settle the terminal Step 1 Press the MENU button on the home screen Step 2 Press 6 Settlement then press...

Страница 39: ...r to ENABLE or DISABLE the transaction listing to print Step 6 Enter the settlement time in a 24 hour HHMM format and press OK Step 7 Press YES to confirm Auto Last Settlement start time or NO to reje...

Страница 40: ...s that you have set The terminal will settle each night at 9 30pm EST Step 1 Press the MENU button on the home screen Step 2 Press 6 Settlement then press SELECT Step 3 Press 7 Clear Auto Settle Setti...

Страница 41: ...alue amount on a cardholder s account The value amount is generally held for up to 7 days depending on the cardholder s financial institution The funds are not debited from the cardholder s account un...

Страница 42: ...d Step 5 Prompt customer to enter PIN then OK or press OK to sign An acknowledgement will display once the Pre Authorisation has been processed Step 6 Prompt customer to remove their card If a PIN was...

Страница 43: ...Pre Authorisation continued Step 7 Prompt customer to sign the receipt and verify customer s signature...

Страница 44: ...ion transaction should be performed up to 7 days from when the Pre Authorisation was processed Step 1 Press the MENU button on the home screen Step 2 Press 4 Completion and press SELECT Step 3 Prompt...

Страница 45: ...Date found on the receipt in DDMM format and press OK This is only required if the Pre auth is not stored on the terminal If the Pre auth is stored on the terminal the terminal will not prompt for an...

Страница 46: ...etion continued Step 8 Remove card from the terminal if inserted Step 9 Verify the customer s signature with the signature on the card If this is correct press YES Step 10 Press YES to print the custo...

Страница 47: ...ustomers a fee for paying by a debit or credit card you will need to make sure you do not act in a misleading or deceptive way You should ensure customers are aware of the following Customer are aware...

Страница 48: ...T Step 3 The terminal will display the current status and ask if you would like to change it Select YES to make changes to the surcharge status Select NO to return to idle screen Step 4 For your termi...

Страница 49: ...Surcharge and Card Acceptance Set up Step 1 Press the MENU button on the home screen Step 2 Enter 12 Surcharge then press SELECT Step 3 Press YES to make changes to surcharge values Step 4 Press ENABL...

Страница 50: ...or example 2 Visa CR then press SELECT Step 6 Press YES to ACCEPT these types of cards on your terminal Press NO to cancel and return to the home screen Step 7 Press YES to set up SURCHARGE for these...

Страница 51: ...t max 15 or a fixed fee amount max 3 00 Press OK Step 10 Check the confirmation screen and press YES to confirm or NO to cancel Step 11 Repeat these steps for each card type account type and surcharge...

Страница 52: ...since the last re set Step 1 Press the MENU button on the home screen Step 2 Enter 8 Shift Totals then press SELECT Step 3 Press YES to reset shift totals or NO to print current shift totals Step 4 P...

Страница 53: ...obtained for NAB cardholders Savings or Cheque Step 1 Press the MENU button on the home screen Step 2 Enter 16 Other Transactions menu and press SELECT Step 3 Press 4 Balance Enquiry then press SELECT...

Страница 54: ...inued Step 5 Prompt customer to select an account Step 6 Prompt customer to enter their PIN and to press OK Step 7 The current balance and available funds will be displayed Press OK to continue and re...

Страница 55: ...ved by contacting the Merchant Service Centre A void transaction will not appear on the Merchant Statement Settlement report or on the cardholder s statement Step 1 Press the MENU button on the home s...

Страница 56: ...d Transaction screen and press YES to void the transaction or NO to cancel and return to the home screen Step 6 An acknowledgement will be displayed once the transaction has been voided Press YES to p...

Страница 57: ...as Refunds and Voids Step 1 Press the MENU button on the home screen Step 2 Enter 15 Password Change then press SELECT Step 3 Press 1 Merchant Password then SELECT Step 4 Enter the existing Merchant...

Страница 58: ...word continued Step 5 Enter a new Merchant password and press OK Step 6 Enter the new Merchant password again to confirm and press OK Step 7 An acknowledgement will be displayed once the Merchant pass...

Страница 59: ...erminal Step 1 Press the MENU button on the home screen Step 2 Enter 15 Password Change then press SELECT Step 3 Press 2 Terminal Password then SELECT Step 4 Enter the existing Terminal password and p...

Страница 60: ...word continued Step 5 Enter a new Terminal password and press OK Step 6 Enter the new Terminal password again to confirm and press OK Step 7 An acknowledgement will be displayed once the Terminal pass...

Страница 61: ...d Lock Step 1 Press the MENU button on the home screen Step 2 Enter 13 Keyboard Lock then press SELECT Step 3 Press YES to lock the terminal Step 4 Enter your 4 digit Terminal Password to unlock the t...

Страница 62: ...r a logon or the next financial transaction You will receive an order of 20 rolls within 2 5 business days Step 1 Press the MENU button on the home screen Step 2 Enter 10 to choose Stationery Order th...

Страница 63: ...NAB it will default to a fallback situation Amounts above your floor limit require an authorisation number to be obtained from the appropriate authorisation centre and entered when requested into the...

Страница 64: ...it card PIN signature are mandatory Credit card PIN signature OR signature only Authorisation All UnionPay transactions are authorised online by UnionPay Fallback manual transactions There are no floo...

Страница 65: ...same Auth IDs for corresponding Pre Authorisation and Pre Authorisation Completion Therefore the transaction receipts will show different Auth IDs Pre Authorisation Cancellations UnionPay allows the c...

Страница 66: ...Examples of UnionPay cards Type of UnionPay cards Example Note Credit Cards with hologram are UnionPay Credit Cards Debit No hologram is a Debit Card...

Страница 67: ...ot use manual backup procedure for any of the following situations Declined exception issuer not available Faulty card Invalid card Expired card Card number error Retain card If you have any doubts on...

Страница 68: ...holder s gender 2 For any signature based transaction verify that the cardholder s signature matches the signature on the card If the signature does not match or you are suspicious of the sale contact...

Страница 69: ...branch or by your Banker You will be given a copy of this form as your official receipt and this receipt should be held for future reference should you be charged fees that you consider are not corre...

Страница 70: ...Notes...

Страница 71: ...Notes...

Страница 72: ...2017 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 A100966 0717...

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