Nab EFTPOS, User Manual

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: ...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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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: ...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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

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

Page 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...

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

Page 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...

Page 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...

Page 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...

Page 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...

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: ...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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

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

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

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 ENABL...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

Page 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...

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: ...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...

Page 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...

Page 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...

Page 70: ...Notes...

Page 71: ...Notes...

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