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  5. User Manual

Nab EFTPOS User Manual - Cash-Out Only (Continued)

Other manuals for EFTPOS: User Manual

Summary of EFTPOS

  • Page 1

    Nab eftpos user guide for countertop & mobile terminals.

  • Page 2

    About your nab eftpos terminal nab eftpos mobile nab eftpos countertop.

  • Page 3: Table of Contents

    Table of contents getting to know your nab eftpos verifone terminal ............................................................5 contactless – tap & go ..............................................................................................................8 purchase – tap .......................

  • Page 4

    This user guide is for nab merchants who have signed the merchant agreement general terms and conditions. Please make yourself fully aware of the capabilities and limitations of your new eftpos terminal and do not hesitate to contact nab should you have any further queries. Nab is here to help you ...

  • Page 5

    Getting to know your nab eftpos verifone terminal x 9 wxy 8 tuv 0 -sp * , ’ ” # 7 prs 6 mno 5 jkl 4 ghi 3 def 2 abc 1 qz verifone swipe reader indicator led terminal display / touchscreen telephone-style keypad cancel / power off key enter / power on key clear key chip card reader.

  • Page 6

    Getting to know your nab eftpos verifone terminal (continued) using the touch-screen the verifone terminal has a colour touch-screen. Navigating using the touch-screen is easy and intuitive for both you and your customers. Simply follow the prompts and press the option on the screen to make a select...

  • Page 7

    7 getting to know your nab eftpos verifone terminal (continued) accessing additional functionality there are two ways to access the menu 1. Press the menu button on the home screen or . Press the hash key on the keypad # navigating the menu there are 18 main menu items move up and down the three me...

  • Page 8: Contactless – Tap & Go

    8 contactless – tap & go the nab eftpos verifone terminals come ready with the capability to accept contactless credit card payments, commonly referred to as ‘tap and go’. Your customer’s chip card must have the following symbol in order to use the contactless feature. What are the advantages of con...

  • Page 9: Purchase – Tap

    Purchase – tap step 1 enter the sale amount directly from the home screen and press ok step 2 prompt customer to tap their card ensure your customer holds their card to the screen until all four bars ‘light up’ and the terminal sounds a beep. This will only take a few seconds step 3 prompt customer ...

  • Page 10

    10 purchase – insert/swipe using pin 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 their account step 4 enter pin and press ok an acknowledgement will be displayed once the purchase has be...

  • Page 11

    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.

  • Page 12

    1 purchase – insert/swipe 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 customer to press ok.

  • Page 13

    1 purchase – insert/swipe using signature (continued) step 5 remove card from the terminal if inserted step 6 prompt customer to sign 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 onc...

  • Page 14: Purchase With Cash-Out

    1 purchase with cash-out the cash-out function is only available on debit (cheque and savings) accounts for eftpos transactions. It is an optional feature that you may enable or disable by contacting the merchant service centre. If you have enabled the cash-out feature, an additional screen will di...

  • Page 15

    1 purchase with cash-out (continued) step 4 prompt customer to select their 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. The customer receipt will p...

  • Page 16: Purchase With Tip

    1 purchase with tip the tip amount screen will only display if the tipping feature has been enabled. You may enable or disable the tipping feature 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 mercha...

  • Page 17

    17 purchase with tip (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 terminal if inserted.

  • Page 18

    18 purchase with tip (continued) step 8 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 step 9 press yes to print the customer receipt if required. The customer r...

  • Page 19: Tip Adjustment

    1 tip adjustment a tip adjustment allows a merchant to add a tip after a purchase transaction has been processed. Tip adjustments can be performed on a credit card transaction and only if this feature has been enabled on your terminal. To enable or disable the tip adjustment feature, contact the me...

  • Page 20: Tip Adjustment (Continued)

    0 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.

  • Page 21: Cash-Out Only

    1 cash-out only the cash-out feature is available on debit (cheque and savings) accounts only for eftpos 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 pres...

  • Page 22: Cash-Out Only (Continued)

    Cash-out only (continued) step 5 prompt customer to select an account. Only chq and sav can be chosen step 6 prompt 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 transa...

  • Page 23: Refund

    Refund the refund feature is optional. You may enable or disable the refund feature by contacting the merchant 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...

  • Page 24: Refund (Continued)

    Refund (continued) step 5 prompt customer to swipe 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 required step 8 ask customer to sign the receip...

  • Page 25: Refund (Continued)

    Refund (continued) step 9 remove card from the terminal if inserted step 10 compare the customer’s signature with their card and if correct press yes an acknowledgement will be displayed once the refund has been approved step 11 press yes to print the customer receipt if required a final acknowledge...

  • Page 26

    Re-print receipt for the last transaction this function allows you to print a duplicate 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 the last transa...

  • Page 27

    7 review the details of the last transaction before printing this function allows you to review the details of the 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 ...

  • Page 28: (Continued)

    8 review the details of the last transaction before printing (continued) step 4 press yes to print a duplicate customer receipt if required.

  • Page 29

    Re-print receipt for a past transaction this function allows you to print a duplicate receipt for a particular transaction within the 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  digits of the rrn found o...

  • Page 30

    0 re-print receipt for a past transaction (continued) step 5 press yes to print a duplicate customer receipt.

  • Page 31: Transaction Listing

    1 transaction listing this function provides a print out of all transactions processed since the last settlement. 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 p...

  • Page 32

    Print settlement totals – pre-settlement this function prints a listing of all transactions performed after the last settlement time until the current 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 pr...

  • Page 33

    Print settlement totals – last settlement this function will reprint the total value of the transactions by card type at last 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...

  • Page 34: Manual Settlement

    Manual settlement this function allows you to manually settle for the day. Note: your terminal will automatically settle at :0pm est daily, 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. Settleme...

  • Page 35

    Manual settlement (continued) step 5 press yes if the transaction listing printed ok or no to print the transaction listing again.

  • Page 36: Automatic Settlement Set-Up

    Automatic settlement set-up this function allows you to set-up the terminal to automatically settle every day 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 y...

  • Page 37

    7 automatic settlement set-up (continued) step 5 choose whether to enable or disable the 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 auto settlem...

  • Page 38

    8 automatic last settlement set-up this function allows you to set-up the terminal to automatically print out the list of transactions 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 ...

  • Page 39

    Automatic last settlement set-up (continued) step 5 choose whether 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 reject step 8 enter  for the maximum n...

  • Page 40: Clear Auto Settings

    0 clear auto settings this function allows you to remove the automatic settlement settings that you have set. The terminal will settle each night at :0pm 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 settings th...

  • Page 41: Pre-Authorisation

    1 pre-authorisation the pre-authorisation feature is optional. You may enable or disable this feature by contacting the merchant service centre. Pre-authorisations are available for credit cards only. Pre-authorisation is used to preserve a value amount on a cardholder’s account. The value amount i...

  • Page 42

    Pre-authorisation (continued) step 4 prompt customer to swipe or insert their card 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 entered, an appro...

  • Page 43

    Pre-authorisation (continued) step 7 prompt customer to sign the receipt and verify customer’s signature.

  • Page 44: Pre-Authorisation Completion

    Pre-authorisation completion the pre-authorisation completion process looks up the original pre-authorisation record, confirms the transaction value and puts the pre-authorisation payment through as a transaction. A pre-authorisation completion transaction should be performed up to 7 days from when ...

  • Page 45

    Pre-authorisation completion (continued) step 5 enter the last 7 digits of the rrn found on the receipt and press ok step 5a enter the auth date (authorisation 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...

  • Page 46

    Pre-authorisation completion (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 customer receipt if required.

  • Page 47: Surcharge

    7 surcharge merchants have the ability to charge customers an additional fee for paying by debit or credit cards – surcharging. The surcharge can be either a fixed fee or a percentage fee based on the value of the transaction. A surcharge fixed fee amount that is greater than $ or a percentage amo...

  • Page 48: Surcharge – Turn On/off

    8 surcharge – turn on/off step 1 press the menu button on the home screen step 2 enter 12. Surcharge then press select 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 st...

  • Page 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 enable.

  • Page 50

    0 surcharge and card acceptance set-up (continued) step 5 scroll to the card type. For 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 types of cards...

  • Page 51

    1 surcharge and card acceptance set-up (continued) step 8 choose whether you want the surcharge amount to be a fixed fee or a % of the total then press select step 9 enter a percentage amount (max 1%) or a fixed fee amount (max $.00). Press ok step 10 check the confirmation screen and press yes t...

  • Page 52: Shift Totals

    Shift totals this function allows you to determine the total value of transactions 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 press yes if the ...

  • Page 53: Balance Enquiry

    Balance enquiry an account balance can only be 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 step 4 prompt customer to swipe or insert card.

  • Page 54

    Balance enquiry (continued) 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 remove card if inserted.

  • Page 55: Void

    Void this function allows the last transaction performed to be cancelled. This is an optional feature and can be added or removed 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 ...

  • Page 56: Void (Continued)

    Void (continued) step 5 review the void 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 print the customer receipt if required.

  • Page 57: Change Merchant Password

    7 change merchant password this function allows you to change the merchant password which is used to access some functions such 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...

  • Page 58

    8 change merchant password (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 password has been changed.

  • Page 59: Change Terminal Password

    Change terminal password this function allows you to change the terminal password which is used to unlock the terminal. 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 ...

  • Page 60

    0 change terminal password (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 password has been changed.

  • Page 61: Keyboard Lock

    1 keyboard 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  digit terminal password to unlock the terminal.

  • Page 62

    Stationery order (ordering receipt rolls) you may order receipt rolls directly from your terminal. The stationery order will not be sent straight away, it will be sent after a logon or the next financial transaction. You will receive an order of 0 rolls within - business days. Step 1 press the me...

  • Page 63: Fallback Procedure

    Fallback procedure in the event of the terminal being unable to communicate with 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 terminal. For a...

  • Page 64

    Unionpay cards – effective february 2013 unionpay is a card scheme that originated in mainland china and also operates throughout parts of asia. Unionpay issues both debit and credit cards which can be accepted at selected merchants across australia. Processing unionpay transactions all unionpay car...

  • Page 65

    Unionpay refunds • the auth id, rrn and purchase date from the original purchase need to be entered • multiple refunds can be done against a purchase on a unionpay card, however the total amount refunded must not exceed the original purchase amount • refunds can be actioned up to 0 days from the tr...

  • Page 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.

  • Page 67: Manual Backup Procedure

    7 manual backup procedure manual backup procedures involve the use of the manual imprinter and vouchers. This procedure should only be used in the following circumstances: – a card is inserted, swiped or key entered (if function enabled) and the terminal responds with an error message – when the me...

  • Page 68

    8 merchant requirements to ensure transactions are valid 1. For all manual transactions: a. Always try the transactions through the terminal first b. Check the card is being used after its ‘valid from’ date and before its ‘valid to’ date c. Ensure that the card imprint is legible and complete d. Ob...

  • Page 69

    Termination of eftpos merchant service should you elect to terminate your eftpos merchant service with nab, you will need to return all the terminals, printers, power packs and cabling to your nearest nab branch. You will also need to return your imprinter and any unused stationery. A fee may be cha...

  • Page 70: Notes:

    70 notes:.

  • Page 71: Notes:

    71 notes:.

  • Page 72

    7 ©2017 national australia bank limited abn 12 004 044 937 afsl and australian credit licence 230686 a100966-0717.