Approved Receipt (approved with PIN,
no signature required) Approved Credit Card Receipt (signature required)
5.2 How to Process a Cash Only Transaction
If ‘Cash’ is enabled on the terminal, customers can be given cash out. Cash is available from cheque and savings accounts only.
TERMINAL DISPLAY PROCEDURE
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ENTER AMOUNT Press ENTER until CASH is displayed on the screen.
22/05/2009 12.30
PRCH CASH RFND Press the select key beneath CASH.
ENTER CASH AMT Key in the cash amount and press ENTER.
CASH $10.00
INSERT/SWIPE CRD
Insert the customer’s chip card into the chip card reader.
Or:
Swipe the customer’s card through the card reader.
CASH $10.00
SELECT ACCOUNT CHQ SAV
Select either CHQ or SAV.
Note: CR is not an option.
CASH $10.00
PIN & ENTER
When prompted, have the cardholder key in their PIN and press ENTER.
DEBIT CASH
PROCESSING
The terminal is connecting to the bank and processing the transaction.
CUSTOMER COPY PRESS ENTER
**REMOVE CARD**
Press ENTER to print customer’s receipt.
If the card was inserted, remove the card from the reader.
Before completing the sale, check that the transaction was approved. Hand the customer their copy of the transaction record and their card. If the transaction is declined, the terminal will display an error message giving the reason. An explanation of the error code is available in Chapter 11.2, Response Codes.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 19 Cash Only Receipt
5.3 How to Process a Refund
Refunds may only be processed where there was an initial valid transaction on the same card.
If a customer returns a purchase, or if an incorrect amount was charged, process a refund as follows:
TERMINAL DISPLAY PROCEDURE
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ENTER AMOUNT Press ENTER until RFND is displayed on the screen.
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PRCH CASH RFND Press the select key beneath RFND.
REFUND PASSWORD? Key in the refund password and press ENTER.
ENTER RFND AMT Key in the refund amount and press ENTER.
RFND $5.00
INSERT/SWIPE CRD
Insert the customer’s chip card into the chip card reader.
Or:
Swipe the customer’s card through the card reader.
RFND $5.00
SELECT ACCOUNT CHQ SAV CR
Press the select key beneath the account type needed.
RFND $5.00
PIN & / OR ENTER
Where prompted, have the cardholder key in their PIN and press ENTER, or just press ENTER.1
DEBIT RFND
PROCESSING
The terminal is connecting to the bank and processing the refund.
VERIFY SIGNATURE CORRECT? YES/NO
**REMOVE CARD**
If the card was inserted, remove the card from the reader.
If signature is required: Have the customer sign the receipt. If the signature matches the signature on the card, press ENTER. Otherwise press CANCEL.
CUSTOMER COPY
PRESS ENTER Press ENTER to print customer receipt.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 21 Note:
For a credit account, a signature may be required for a refund even when a PIN is
●
●
entered.
Before completing the sale, check that the transaction was approved. Hand the customer their copy of the transaction record and their card. If the transaction is declined, the terminal will display an error message giving the reason. An explanation of the error code is available in Chapter 11.2, Response Codes.
Refund Receipt
5.4 How to Void a Transaction
The Void function can be carried out on credit or charge cards to reverse a transaction that has not yet settled.
Please note:
Debit card and Pre-Authorisation transactions cannot be voided.
Voids will not be available on American Express, Diners Club and JCB cards.
TERMINAL DISPLAY PROCEDURE
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ENTER AMOUNT Press ENTER until VOID is displayed on the screen.
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VOID TIP MOTO Press the soft key beneath VOID.
VOID PASSWORD? Key in the void password and press ENTER.
VOID
ENTER ROC NO.
Key in the ROC (Record of Charge) number printed on the receipt of the original transaction and press ENTER.
SALE $10.00
………....0076
APPR CODE 692124
ENTER TO CONFIRM
Press ENTER to confirm the transaction. If incorrect press CANCEL.
CREDIT VOID
PROCESSING
The terminal is connecting to the bank and processing the void.
VERIFY SIGNATURE
CORRECT? YES/NO
Have the customer sign the receipt. If the signature matches the signature on the card, press ENTER.
Otherwise press CANCEL.
Note: A cardholder’s signature is not a necessity for a void.
CUSTOMER COPY
PRESS ENTER Press ENTER to print the customer copy.
Before completing the sale, check that the transaction was approved.
If the transaction is declined, the terminal will display an error message giving the reason. An explanation of the error code is available in Chapter 11.2, Response Codes.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 23 Void Receipt
5.5 How to Process a Sale with Tip
This process is a sale with tip enabled. It is most commonly used by restaurants.
Please note:
The Tip feature needs to be enabled for the terminal.
TERMINAL DISPLAY PROCEDURE
22/05/2009 12.38
ENTER AMOUNT Key in the base amount and press ENTER.
SALE $25.00
ADD CASH AMT
& / OR ENTER
If ‘Purchase with Cash’ transactions are enabled on the terminal, you can enter a cash amount and press ENTER. The cash amount may be left at $0.00 by just pressing ENTER.
SALE $25.00
INSERT/SWIPE CRD
Insert the customer’s chip card into the chip card reader.
Or:
Swipe the customer’s card through the card reader.
SALE $25.00
ADD TIP AMT
& /OR ENTER
Key in the tip amount and press ENTER.
For credit and charge cards, if tip amount is not yet known, press ENTER only .
Note: For credit and charge cards a tip adjustment can be performed later.
SALE $25.00
TIP $5.00
TOTAL $30.00
ENTER TO CONFIRM
Press ENTER to confirm the total of the transaction.
If incorrect press CANCEL.
TOTAL $30.00
SELECT ACCOUNT CHQ SAV CR
Press the soft key beneath the account type needed.
Note: For debit cards (cheque and savings) tips need to be entered at the time of sale. An adjustment cannot be processed on a debit card.
TOTAL $30.00
PIN & / OR ENTER
Where prompted, have the cardholder key in their PIN and press ENTER, or just press ENTER.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 25
TERMINAL DISPLAY PROCEDURE
DEBIT SALE
PROCESSING
The terminal is connecting to the bank and processing the transaction.
VERIFY SIGNATURE CORRECT? YES/NO
**REMOVE CARD**
If the card was inserted, remove the card from the reader.
If signature is required: Have the customer sign the receipt. If the signature matches the signature on the card, press ENTER. Otherwise press CANCEL.
CUSTOMER COPY
PRESS ENTER Press ENTER to print customer receipt.
Before completing the refund, check that the initial transaction was approved.
Hand the customer their copy of the transaction record and their card. If the transaction is declined, the terminal will display an error message giving the reason.
An explanation of the error code is available in Chapter 11.2, Response Codes.
Approved Sale with Tip Receipt (approved with PIN,
no signature required) Approved Sale with Tip Receipt (signature required)
5.6 How to Process a Tip Adjustment
A tip adjustment is performed after the original transaction has been processed.
The customer verifies the base amount of the sale, offers a tip and signs the receipt.
The adjustment transaction is then processed.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 27 Note:
Tip Addition applies to credit and charge cards only.
●
●
The original purchase must have been without a tip.
●
●
The original purchase must not yet have been settled.
●
●
When tip addition is enabled, a signature must be obtained if the receipt reads
●
●
‘Approved with Signature’ or if the cardholder writes a tip addition on the receipt,.
This applies even if the original purchase is approved with PIN.
Receipt for tip adjustment to be performed
TERMINAL DISPLAY PROCEDURE
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ENTER AMOUNT Press ENTER until TIP is displayed on the screen.
22/05/2009 12.48
VOID TIP MOTO Press the select key beneath TIP.
TERMINAL PWD? Key in the terminal password and press ENTER.
ADJUST ENTER ROC NO.
Key in the ROC (Record of Charge) number of the transaction that needs adjustment and press ENTER.
SALE $25.00
ENTER TOTAL AMT
Key in the total amount of the transaction i.e. Sale plus Tip, and press ENTER.1
SALE $25.00
TIP $5.00
TOTAL $30.00
ENTER TO CONFIRM
The terminal displays the original sale amount with the calculated tip amount and total. Press ENTER to confirm.
ADJUST.
TRANS. ACCEPTED
The terminal has accepted the tip/adjustment transaction. The receipt will print.
Note:
At this step, if you enter an amount other than the sale amount plus tip, and that
●
●
amount is less than the original sale amount, the terminal will read that entry as being the tip amount.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 29 Tip Adjustment Receipt
5.7 How to Process Multiple Tip Adjustments
This function allows the operator to adjust multiple transactions without having to re-enter the terminal password. This function is suitable when there is more than one tip transaction that needs an adjustment.
TERMINAL DISPLAY PROCEDURE
22/05/2009 12.50
ENTER AMOUNT Press the Function (FUNC) button.
FUNCTION? Key in 22 and press ENTER.
ADJUST PASSWORD? Key in the terminal password and press ENTER.
ADJUST ENTER ROC NO.
Key in the ROC (Record of Charge) number of the transaction that needs adjustment.
SALE $18.00
ENTER TOTAL AMT
Key in the total amount of the transaction i.e. Sale plus Tip.
SALE $18.00
TIP $2.00
TOTAL $20.00
ENTER TO CONFIRM
The terminal displays the original sale amount with the calculated tip amount and total. Press ENTER to confirm.
ADJUST.
TRANS ACCEPTED
The terminal has accepted the tip/adjustment transaction. The receipt will print.
ADJUST ENTER ROC NO.
The terminal returns to this prompt. The operator can either enter a new ROC number or press CANCEL to quit the function.
UPLOAD NOW? Y/N Press ENTER to send the adjustments to the Westpac Host.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 31
5.8 How to Process a Mail/Telephone Order/e-Commerce transaction
Transactions initiated by mail or telephone are known as MOTO (Mail Order or Telephone Order) transactions. ECOM (Electronic Commerce) transactions are those initiated over the Internet.
MOTO and ECOM transactions can be processed on credit and charge cards only, as the cardholder is not present.
For information on how to register as a MOTO or ECOM merchant, contact Westpac’s Merchant Business Solutions on 1800 029 749.
Note:
Until registered as a MOTO/ECOM merchant you must not process MOTO or ECOM
●
●
transactions.
An authorisation of a MOTO or ECOM transaction only establishes that the funds are
●
●
available in the cardholder’s account and that the card has not been reported lost or stolen. It does not guarantee that the person whose name appears on the card is making the purchase or that the purchase will not be subject to chargeback.
You will be liable for all chargebacks on MOTO/ECOM transactions.
●
●
You must retain all merchant receipts for at least twelve months from the transaction date.
TERMINAL DISPLAY PROCEDURE
22/05/2009 12.48 ENTER AMOUNT
Press ENTER until MOTO or ECOM is displayed on the screen.
22/05/2009 12.48
C/O MOTO ECOM Press the soft key beneath MOTO or ECOM.
ENTER MOTO AMT Key in the purchase amount and press ENTER.
MOTO $8.00
ENTER CARD NO. Key in the card number and press ENTER.
CARD EXP MMYY Key in the card expiry date (mmyy) and press ENTER.
ENTER CCV
Key in the CCV and press ENTER. Or, if CCV is not available, just press ENTER.
Note: CCV is described in the Minimising Fraud Section.
MANUAL PASSWORD? Key in the terminal password and press ENTER.
MOTO/ECOM $8.00
ENTER TO CONFIRM Confirm amount by pressing ENTER.
MOTO/ECOM
PROCESSING
The terminal is connecting to the bank and processing the sale.
CUSTOMER COPY
PRESS ENTER Press ENTER to print customer receipt.
Before completing the sale, check that the transaction was approved.
If the transaction is declined, the terminal will display an error message giving the reason. An explanation of the error code is available in Chapter 11.2, Response Codes.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 33 Approved MOTO Receipt
5.9 How to Process a Pre-Authorisation
This function is used to reserve funds for a sale to be processed at a later time. Car rentals and hotels/motels most commonly use this function.
Note:
Pre-Authorisation transactions can only be performed on credit cards and charge cards and only where you have been authorised to do so. Be sure to retain the receipt as it might be required to process the completion transaction known as a checkout.
TERMINAL DISPLAY PROCEDURE
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ENTER AMOUNT Press ENTER until AUTH is displayed on the screen.
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C/O AUTH ECOM Press the soft key beneath AUTH.
ENTER AUTH AMT Key in the pre-authorisation amount and press ENTER.
AUTH $40.00
INSERT/SWIPE CARD
Insert the customer’s chip card into the chip card reader.
Or:
Swipe the customer’s card through the card reader.
Or:
Key in the card number, expiry date and CCV#
(if available) for manual entry.
AUTH $40.00
PIN & / OR ENTER
Where prompted, have the cardholder key in their PIN and press ENTER, or just press ENTER.
CREDIT AUTH PROCESSING
The terminal is connecting to the bank and processing the pre-authorisation.
VERIFY SIGNATURE CORRECT? YES/NO
**REMOVE CARD**
If the card was inserted, remove the card from the reader.
If signature is required: Have the customer sign the receipt. If the signature matches the signature on the card, press ENTER. Otherwise press CANCEL.
CUSTOMER COPY
PRESS ENTER Press ENTER to print customer receipt.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 35 Before completing the sale, check that the initial transaction was approved.
Hand the customer their copy of the transaction record and their card. If the transaction is declined, the terminal will display an error message giving the reason.
An explanation of the error code is available in Chapter 11.2, Response Codes.
Approved PreAuth Receipt (approved with PIN,
no signature required) Approved PreAuth Receipt (signature required)
5.10 How to Process a Checkout
A checkout is used to complete an earlier pre-authorisation.. You might need the ROC No. or Auth. ID printed on the pre-authorisation receipt for matching purposes.
Car rental and hotel/motel merchants most commonly use this function. This function is an offline process and requires the approval code printed on the receipt of the original pre-authorisation transaction.
Note:
The terminal retains pre-authorisations only for seven calendar days.
TERMINAL DISPLAY PROCEDURE
22/05/2009 13.05
ENTER AMOUNT Press ENTER until C/O is displayed on the screen.
22/05/2009 13.05
C/O AUTH ECOM Press the select key beneath C/O.
TERMINAL PWD? Key in the terminal password and press ENTER.
CHECK OUT
ENTER ROC NO.
& / OR ENTER
Key in the ROC no. of the PreAuth receipt and press ENTER
Or:
Press ENTER.
The next step depends on whether you keyed in the ROC no. or pressed ENTER.
AUTH $40.00
……….…………0166
APPR CODE 242495
ENTER TO CONFIRM
1.
If you keyed in the ROC no. the pre-authorisation details will display. Press ENTER to confirm details.
APPROVAL CODE?
2.
If you pressed ENTER, key in the approval code printed on the pre-authorisation receipt and press ENTER.
ENTER C/O AMT Key in the checkout amount and press ENTER.
EFTPOS EXTRA USER GUIDE TRANSACTION PROCEDURES 37
TERMINAL DISPLAY PROCEDURE
C/O $40.00
INSERT/SWIPE CARD
If you keyed in the Approval Code this screen will appear.
Insert the customer’s chip card into the chip card reader.
Or:
Swipe the customer’s card through the card reader.
Or:
Key in the card number, expiry date and CCV#
(if available) for manual entry.
C/O $40.00
ADD TIP AMT
& / OR ENTER
If your terminal is enabled for tips, this screen may appear. Key in the tip amount and press ENTER or, just press ENTER.
C/O $40.00
ENTER TO CONFIRM Press ENTER to confirm Checkout amount.
VERIFY SIGNATURE CORRECT? YES/NO
**REMOVE CARD**
If the card was inserted, remove the card from the reader.
Have the customer sign the receipt. If the signature matches the signature on the card, press ENTER.
Otherwise press CANCEL.
CUSTOMER COPY
PRESS ENTER Press ENTER to print customer receipt.
Before completing the sale, check that the initial transaction was approved.
Hand the customer their copy of the transaction record and their card. If the transaction is declined, the terminal will display an error message giving the reason.
An explanation of the error code is available in Chapter 11.2, Response Codes.
Checkout Receipt
39
EFTPOS EXTRA USER GUIDE HOW TO OPERATE USER MANAGEMENT (SHIFT) FUNCTION
6.0 How to Operate User Management (Shift) Function
This function is also known as shift management. It is independent of the settlement times.
This function allows you to keep a record of users who have operated the terminal in a shift period.
Please note:
Shift totals are independent from settlement times. The Shift totals are not reset when the settlement is performed.
6.1 How to Activate/Deactivate User Management (Shift) mode
To activate Shift Mode:TERMINAL DISPLAY PROCEDURE
22/05/2009 12.54
ENTER AMOUNT Press the Function (FUNC) button.
FUNCTION? Key in 64 and press ENTER.
TERMINAL PWD? Key in the terminal password and press ENTER.
SHIFT MODE
ACTIVATE? Press ENTER to activate Shift Mode.
To deactivate Shift Mode:
TERMINAL DISPLAY PROCEDURE
SHIFT MODE DEACTIVATE?
Follow the above steps to deactivate shift mode.
Press ENTER at this prompt.
6.2 How to Set User ID’s.
The terminal can have up to 10 user ID’s. User ID’s are unique two digit numbers (01, 02, etc.) allocated by you to ID individual users.
TERMINAL DISPLAY PROCEDURE
22/05/2009 12.54
ENTER AMOUNT Press the Function (FUNC) button.
FUNCTION? Key in 60 and press ENTER.
TERMINAL PWD? Key in the terminal password and press ENTER.
ENTER USER ID Key in the User ID number and press ENTER.
NEW PASSWORD: The user is required to enter a 4 digit code.
VERIFY PASSWORD: The user is required to re-enter the 4 digit code entered in previous step.
USER MANAGEMENT USER ADDED
The user has been accepted. Repeat the above steps to add extra users.
41
EFTPOS EXTRA USER GUIDE HOW TO OPERATE USER MANAGEMENT (SHIFT) FUNCTION
6.3 How to Start Shift
The terminal can manage up to 10 different users, the first (User 01) being referred to as the shift leader. The shift leader must start a shift before the other users. For each user, the terminal stores the number of transactions, the total transaction amount and the tip amount.
When the shift/user reports are printed, the terminal indicates the date and time the totals were started and ended.
TERMINAL DISPLAY PROCEDURE
22/05/2009 12.54
ENTER AMOUNT Press the Function (FUNC) button.
FUNCTION? Key in 61 and press ENTER.
ENTER USER ID Enter the User ID (01-10) and press ENTER.
PASSWORD: The user is required to enter their 4 digit code.
USER MANAGEMENT SHIFT STARTED
The terminal confirms that User ID has been recorded.
6.4 How to End Shift
This function will end the shift and print an ‘End of Shift’ report.
TERMINAL DISPLAY PROCEDURE
22/05/2009 13.16
ENTER AMOUNT Press the Function (FUNC) button.
FUNCTION? Key in 62 and press ENTER.
PASSWORD: Key in the terminal or shift leader password and press ENTER.
END SHIFT
CORRECT? YES/NO Press ENTER to end the Shift.
END SHIFT
PRINTING The terminal will now print the end Shift Report.
Shift Report
43
EFTPOS EXTRA USER GUIDE REPORTING FUNCTIONS
EFTPOS EXTRA USER GUIDE REPORTING FUNCTIONS