EFTPOS 1I Terminal User Guide

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EFTPOS 1I Terminal User Guide EFTPOS 1i Terminal User Guide Here to help you learn how to use your new terminal with this easy‑to‑follow guide. Get in touch Merchant Helpdesk: Service, Sales and Support, Terminal Technical Support, Stationery Orders. 1800 029 749 (available 24 hours a day, 7 days a week). Cardholder behaving suspiciously: 132 415 (Extension 500) Linkly support: Linkly provides the software that enables communication between your terminal and your Point of Sale software (POS). (02) 9998 9800 Monday to Friday: 8:30am – 10:00pm (AEST) Saturday: 10:00am – 5:00pm (AEST) Sunday: 10:00am – 3:00pm (AEST) Please have your Merchant and Terminal numbers ready. Make a note of any error messages to help ensure your issues are resolved. linkly.com.au CONTENTS 1.0 Introducing the EFTPOS 1i Terminal ..............................................................................................5 What this guide will cover. .......................................................................................................................................5 A brief overview of what your terminal can do. ...........................................................................................5 1.1 Merchant responsibility for equipment and materials provided. ................................................ 5 1.2 Cancellation of facility. ...............................................................................................................................6 1.3 Damaged, lost or stolen equipment. .....................................................................................................6 1.4 Merchant receipts. .......................................................................................................................................6 1.5 EFTPOS stationery. ..................................................................................................................................... 7 Ordering stationery online. ......................................................................................................................................7 Ordering stationery by phone. ..............................................................................................................................7 2.0 Setup and Configuration ..................................................................................................................8 2.1 Using the touch screen. ............................................................................................................................. 8 2.2 Using the keypad. ........................................................................................................................................ 8 2.3 Powering up. ..................................................................................................................................................9 Connecting base station to power. ���������������������������������������������������������������������������������������������������������������������9 Manual start-up. .............................................................................................................................................................9 Manual shutdown. ........................................................................................................................................................9 2.4 Loading paper. ..............................................................................................................................................9 2.5 Getting started. ............................................................................................................................................9 Communication type. ...............................................................................................................................................10 2.6 Terminal setup and configuration. ....................................................................................................... 10 2.7 Terminal pairing with base (Bluetooth). ............................................................................................ 10 2.8 Terminal configuration. ..............................................................................................................................11 3.0 Procedures ......................................................................................................................................... 12 3.1 Conducting contactless transactions. .................................................................................................12 3.2 Inserting a chip card. .................................................................................................................................12 3.3 Swiping a magnetic stripe card. ............................................................................................................12 3.4 CCV security codes. ...................................................................................................................................13 What is CCV? ................................................................................................................................................................ 13 Where can I find the CCV security code? ...................................................................................................... 13 Should I save CCV security codes? ������������������������������������������������������������������������������������������������������������������� 13 4.0 Daily Functions using Integrated Mode ...................................................................................... 14 4.1 How to process a Bank Logon. ............................................................................................................. 14 Bank logon via the POS. ......................................................................................................................................... 14 Bank logon via the terminal. ................................................................................................................................. 15 4.2 How to process a Purchase transaction. .............................................................................................16 How to process a Purchase with Cash Out transaction. ........................................................................ 18 4.3 How to process a Cash Out only transaction. ................................................................................. 20 4.4 How to process a Refund transaction. ................................................................................................22 4.5 How to process a Void transaction. .....................................................................................................24 4.6 How to process a Mail/Telephone Order/e-Commerce transaction ........................................26 4.7 How to process a Pre-Authorisation. ..................................................................................................28 How to process a Pre-Authorisation transaction. .....................................................................................29 4.8 How to process a Pre-Authorisation Top-Up. ...................................................................................31 4.9 How to process a Pre-Authorisation Extend. ...................................................................................33 3 4.10 How to process a Pre-Authorisation Partial Cancel. ......................................................................35 4.11 How to process a Pre-Authorisation Cancel. ....................................................................................37 4.12 How to process a Pre-Authorisation Re-Authorisation. ...............................................................39 4.13 How to process a Pre-Authorisation Re-Submission. .....................................................................41 4.14 How to process a Pre-Authorisation No Show. ...............................................................................43 4.15 How to process a Pre-Authorisation Delayed Charge. .................................................................45 4.16 How to process a Completion. ..............................................................................................................47 Completion using the ROC number. ................................................................................................................ 47 Completion using the authorisation number. .............................................................................................49 4.17 How to process an Account Verify. .......................................................................................................51 5.0 End of Day Functions using Integrated Mode ...........................................................................53 5.1 Settlement. ...................................................................................................................................................53 To enable an Automatic Settlement: ��������������������������������������������������������������������������������������������������������������� 53 To process a Manual Settlement: ����������������������������������������������������������������������������������������������������������������������� 53 5.2 How to print a Pre-Settlement. .............................................................................................................54 5.3 How to reprint Last Settlement.
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