EFTPOS 1I Terminal User Guide

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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