Nab EFTPOS, Terminal Manual

Page 1: ...NAB EFTPOS MOBILE Terminal Guide...

Page 2: ...2 NAB EFTPOS Mobile Terminal Guide YOUR NAB EFTPOS MOBILE TERMINAL...

Page 3: ...Authorisation Completion 37 NAB EFTPOS Mobile MOTO 41 NAB EFTPOS Mobile Manual Key Entry 44 NAB EFTPOS Mobile Void Last 47 Configuration on the NAB EFTPOS terminal 49 NAB EFTPOS Mobile Automatic Settl...

Page 4: ...Centre nab com au Technical Support for NAB EFTPOS Mobile terminals integrated with your POS Before contacting the NAB Integrated Help Desk please have your terminal and merchant numbers ready If you...

Page 5: ...y to Friday Lost or Stolen Cards Call the above authorisation line appropriate for the card type used credit or debit Ask for extension 500 Service Response Time It is NAB s intent to replace a faulty...

Page 6: ...inal Guide GETTING TO KNOW YOUR NAB EFTPOS MOBILE TERMINAL Contactless landing zone Terminal display touchscreen Telephone style keypad Swipe reader Menu key Cancel key Clear key Enter Power on key Ch...

Page 7: ...previous screen The CANCEL button on the keypad is used to cancel the current function and return to the Home screen The Function button on the keypad is used to perform certain advanced functions on...

Page 8: ...zone where the following icon displays at the top of the terminal If the sale is less than 100 there is no need for your customer to enter a PIN or sign the merchant receipt If the sale is over 100 yo...

Page 9: ...ed from the base You can also choose to have all transaction receipts printed directly from your POS system or have the terminal print out the transaction receipt Processing transactions with a NAB EF...

Page 10: ...ontinue to operate normally when it is separated from the base Navigating the Menu To access the Menu press the Menu button There are 4 main menu items To select a menu option 1 Tap F2 to scroll down...

Page 11: ...chant Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Processing transactions on a terminal that supports multiple merchants When...

Page 12: ...from the home screen and press ENTER Step 2 Ask customer to TAP their card Ensure your customer holds their card over the contactless logo until all four bars light up and the terminal sounds a beep...

Page 13: ...NAB EFTPOS Mobile Terminal Guide 13 Step 5 Press Yes to print the customer receipt if required NAB EFTPOS MOBILE SALE TAP CONTINUED...

Page 14: ...obile terminals integrated with your POS however some steps may not apply or may be initiated via the POS Step 1 Enter the sale amount directly from the home screen and press ENTER Step 2 Ask customer...

Page 15: ...knowledgement displays once the sale has been approved and the merchant receipt will print Remove card from the terminal if inserted Step 6 Press Yes to print the customer receipt if required NAB EFTP...

Page 16: ...terminals integrated with your POS however some steps may not apply or may be initiated via the POS Step 1 Enter the sale amount directly from the home screen and press ENTER Step 2 Ask customer to I...

Page 17: ...h signature request will print Remove card from the terminal Step 6 Ask customer to sign the receipt You will need to verify your customer s signature with the signature on the card If this is correct...

Page 18: ...will display after you enter the sale amount A sale with cash out transaction is shown as one total item in the settlement report and on the monthly merchant statement Note This function is available...

Page 19: ...ENTER Step 6 An Approved acknowledgement displays once the sale has been successfully processed and the merchant receipt will print automatically Ask customer to remove their card Step 7 Press Yes to...

Page 20: ...h tip transaction is shown as one total item in the settlement report and on the monthly merchant statement Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is...

Page 21: ...ustomer to enter their PIN and press ENTER Step 7 An acknowledgement displays once the sale has been approved and the merchant receipt will print Remove card from the terminal if inserted Step 8 Press...

Page 22: ...the Merchant Service Centre Note This function is available on NAB EFTPOS Mobile terminals integrated with your POS however some steps may not apply or may be initiated via the POS Step 1 Press the M...

Page 23: ...their PIN and press ENTER Step 8 An Approved acknowledgement displays once the cash out has been successfully processed and the merchant receipt will print automatically Ask customer to remove their...

Page 24: ...ptional You may enable or disable the Refund feature by contacting the Merchant Service Centre Transaction and terminal refund limits apply Note This function is available on NAB EFTPOS Mobile termina...

Page 25: ...8 Ask customer to press ENTER to print the refund receipt to sign Note Even if a PIN is entered a signed receipt will still be required Step 9 An acknowledgement displays once the refund has been app...

Page 26: ...ired 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 pl...

Page 27: ...e This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Menu key Step 2 Press 3 to select Batch Step 3 Press 3 to select Rev...

Page 28: ...ipt for the last transaction processed Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Menu key Step 2 Press 2 to...

Page 29: ...able on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Menu key Step 2 Press 2 to select Print Step 3 Press 1 to select Transactions Step 4 Press 2 to...

Page 30: ...nsactions processed since the last settlement Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Menu key Step 2 Pre...

Page 31: ...le on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the MENU button on the home screen Step 2 Press 3 to select Batch Step 3 Press 4 to select Batch Total...

Page 32: ...tal value of the transactions by card type at Last Settlement Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Men...

Page 33: ...o NAB EFTPOS Mobile Automatic Settlement Time Set up on page 50 Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the M...

Page 34: ...he cardholder s account until final payment a Pre Authorisation Completion is processed It is important to retain the Pre Authorisation merchant receipt as the pre authorisation completion cannot be c...

Page 35: ...acknowledgement displays once the pre authorisation has been processed successfully and the merchant receipt will print automatically Remove card from the terminal Step 8 Ask customer to sign the rece...

Page 36: ...36 NAB EFTPOS Mobile Terminal Guide Step 9 Press Yes to print the customer receipt if required NAB EFTPOS MOBILE PRE AUTHORISATION CONTINUED...

Page 37: ...horisation was processed The value amount is generally held for up to 7 days on pre authorisation depending on the cardholder s financial institution Note This function is available on NAB EFTPOS Mobi...

Page 38: ...6 Press ENTER to confirm the pre authorisation transaction retrieved by the terminal If the pre authorisation transaction is not found on the terminal the customer s credit card will be required Proc...

Page 39: ...letion transaction Step 6e An Approved acknowledgement displays once the completion has been processed successfully and the merchant receipt will print automatically Remove card from the terminal Proc...

Page 40: ...ign the receipt if required You will need to verify your customer s signature with the signature on the card Press Yes if the signature matches Step 9 Press Yes to print the customer receipt if requir...

Page 41: ...and settlement transaction listing MOTO transactions can be processed on credit or charge cards only Note This function is available on NAB EFTPOS Mobile terminals integrated with your POS however som...

Page 42: ...UED Step 6 Complete entering the customer s card number and press ENTER Step 7 Enter the card expiry date receipt in MMYY format and press ENTER Step 8 Enter the CCV number from the card and press ENT...

Page 43: ...elect frequency of transaction Step 11 Press ENTER to confirm the MOTO transaction Step 12 An acknowledgement displays once the sale has been approved and the merchant receipt will print Step 13 Press...

Page 44: ...Using this function will require customer signature verification and any surcharge that has been set on the terminal will apply to the sale Note This function is available on NAB EFTPOS Mobile termina...

Page 45: ...V number from the card and press ENTER Step 6 Press ENTER to confirm the transaction Step 7 An acknowledgement displays once the sale has been approved and the merchant receipt with signature request...

Page 46: ...S MOBILE MANUAL KEY ENTRY CONTINUED Step 8 Ask 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 Step 9 Press Y...

Page 47: ...tatement Note This function is only available for credit transactions If you need to cancel a debit cheque or savings transaction a refund must be processed Note This function is not available on your...

Page 48: ...FTPOS Mobile Terminal Guide NAB EFTPOS MOBILE VOID LAST CONTINUED Step 5 An acknowledgement will be displayed once the transaction has been voided Step 6 Press ENTER to print the customer receipt if r...

Page 49: ...g the time that automatic settlement begins for the terminal or prompting for a transaction listing printout at settlement Change values used on the terminal such as changing your merchant password Ch...

Page 50: ...night settlements it is recommended the terminal remains on its charging base Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step...

Page 51: ...NAB EFTPOS Mobile Terminal Guide 51 Step 5 The new settlement time displays Step 6 Press CANCEL to exit NAB EFTPOS MOBILE AUTOMATIC SETTLEMENT TIME SET UP CONTINUED...

Page 52: ...his function enables you to display a prompt at the time of settlement to print the Transaction Listing Note When the Transaction Listing printout prompt is turned on if you are not there at the time...

Page 53: ...hen your terminal is integrated with your POS Step 1 Press the Func key Step 2 Enter 14 using the PINpad and press ENTER Step 3 Press ENTER to turn on the prompt to print the Transaction Listing Step...

Page 54: ...unction is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Func key Step 2 Enter 14 using the PINpad and press ENTER Step 3 Press ENTER...

Page 55: ...ransactions by card type at Last Settlement Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Func key Step 2 Enter...

Page 56: ...ate shift mode Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Func key Step 2 Enter 63 using the PINpad and pres...

Page 57: ...NAB EFTPOS Mobile Terminal Guide 57 NAB EFTPOS MOBILE END SHIFT CONTINUED Step 5 Follow the prompts displayed on the screen to Re print shift totals clear totals and end shift...

Page 58: ...ding the shift Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Func key Step 2 Enter 63 using the PINpad and pres...

Page 59: ...ard you will need to make sure you do not act in a misleading or deceptive way You should ensure customers are aware of The extra charge and The surcharge rate before the transaction is entered into T...

Page 60: ...is function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Menu key Step 2 Press 4 to select Terminal Step 3 Press 5 to select Surc...

Page 61: ...erminal when your terminal is integrated with your POS Step 1 Press the Menu key Step 2 Press 4 to select Terminal Step 3 Press 5 to select Surcharging Step 4 Press ENTER Step 5 Use the F2 and F3 butt...

Page 62: ...LE SURCHARGE CARD ACCEPTANCE SET UP CONTINUED Step 6 Press 1 to enter a Fixed Fee or 2 to enter a Percentage of the Total Step 7 Enter the fixed fee amount or percentage of the total rate and press EN...

Page 63: ...for each card or account type to apply a surcharge value Press CANCEL to exit menu Step 10 Press OK to print surcharge summary receipt or CANCEL to exit Surcharge Summary Receipt Note The surcharge ch...

Page 64: ...d password only Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press the Func key Step 2 Enter 90 using the PINpad and pre...

Page 65: ...bile Terminal Guide 65 Step 5 Enter the new password and press ENTER Step 6 Enter the new password again and press ENTER Step 7 A confirmation message displays NAB EFTPOS MOBILE CHANGE MERCHANT PASSWO...

Page 66: ...the terminal refer to Requirements for different communication options on NAB EFTPOS Mobile terminals on page 63 The terminal must have Been set up for the communication options that may be used by th...

Page 67: ...nternet via Ethernet The internet using an Ethernet cable A router with an internet connection and an Ethernet cable If using a store network you need to plug the terminal base in via an Ethernet cabl...

Page 68: ...o select Terminal Step 3 Press 4 to select Host Comms Step 4 Use the F2 and F3 buttons to scroll to the communication option and press ENTER Note There will be a slight delay while the terminal connec...

Page 69: ...check if the Bluetooth symbol shows green If the Bluetooth symbol shows green it indicates that the terminal is currently communicating with a base via Bluetooth This means the terminal is paired with...

Page 70: ...or Bluetooth they will help you to work through the following steps Step 1 Press the Menu key Step 2 Press 4 to select Terminal Step 3 Press 3 to select Other Step 4 Press 3 to select Manager Menu Ste...

Page 71: ...NAB EFTPOS Mobile Terminal Guide 71 Step 6 Tap Control panel Step 7 Tap Terminal settings Step 8 Tap Communication means Step 9 Tap Bluetooth PAIR THE TERMINAL AND BASE FOR BLUETOOTH CONTINUED...

Page 72: ...on message displays Go to the next step If the base and terminal are not paired successfully the Association Incomplete message displays If this occurs repeat all of the above steps to pair the base a...

Page 73: ...NAB EFTPOS Mobile Terminal Guide 73 Step 14 The Idle screen redisplays with the Bluetooth symbol in the status header bar of the terminal PAIR THE TERMINAL AND BASE FOR BLUETOOTH CONTINUED...

Page 74: ...or Bluetooth refer to Pair the terminal and base for Bluetooth on page 65 Step 1 Remove the cover from the bottom of the base and plug the telephone land line into the Phone IN port in the terminal ba...

Page 75: ...e that the base and terminal have been paired for Bluetooth refer to Pair the terminal and base for Bluetooth on page 65 Step 1 Plug the Ethernet cable into the back of the base Step 2 On the terminal...

Page 76: ...ired for Bluetooth refer to Pair the terminal and base for Bluetooth on page 68 Call the Merchant Service Centre to help direct you through the steps to set up the terminal for Broadband Internet via...

Page 77: ...7 Step 5 Enter the password and press ENTER Note The default password is 1234 unless you have changed it with the Merchant Help Desk Step 6 Tap Control panel Step 7 Tap Terminal settings Step 8 Tap Co...

Page 78: ...ted Wi Fi hotspot then tap the green button to Enter When the password is entered correctly the message New Profile displays The Wi Fi symbol in the status header of the terminal displays green Step 1...

Page 79: ...key Step 2 Press the corresponding function number Step 3 Press ENTER The relevant function will display on the PINPad Function Description 1 View Batch 5 Display Transaction Totals 8 View Batch Numbe...

Page 80: ...r a logon or the next financial transaction You will receive an order of 20 rolls within 2 5 business days STATIONERY ORDER ORDERING RECEIPT ROLLS Step 1 Press the Func key Step 2 Enter 30 using the P...

Page 81: ...open Step 2 Insert the paper roll into the compartment as shown below Step 3 Pull the paper up towards the top of the terminal Step 4 Maintain the paper and close the cover Step 5 Press simultaneousl...

Page 82: ...tions Decline transaction Perform manual settlement and retry the transaction INVALID NUMBER Card presented has failed a check when it was read by the terminal Decline the transaction Wait for the err...

Page 83: ...a fallback situation i e stores transact offline and will be updated to the server at a later time Amounts above your floor limit require an approval code to be obtained from the appropriate authorisa...

Page 84: ...be recorded in the appropriate space on the Sales Voucher refer to next paragraph How to complete a sales voucher Important Note Do not bank the voucher the transaction is automatically processed you...

Page 85: ...sed stationery A fee may be charged for early termination closure or where all equipment is not returned to NAB Failure to complete this process will see fees continue to be charged to your account un...

Page 86: ...86 NAB EFTPOS Mobile Terminal Guide NOTES...

Page 87: ...NAB EFTPOS Mobile Terminal Guide 87 NOTES...

Page 88: ...2018 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 A131031 0719...