Nab EFTPOS, Manual

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

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

Page 3: ...Pre Authorisation Completion Cancel 59 NAB EFTPOS Mobile Account Verify 60 NAB EFTPOS Mobile MOTO 62 NAB EFTPOS Mobile Manual Key Entry 66 NAB EFTPOS Mobile Void Last 69 Configuration on the NAB EFTPO...

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: ...base are paired via Bluetooth This enables the terminal to continue 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...

Page 11: ...erchant 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 Whe...

Page 12: ...ectly on the screen and press CONTINUE Step 3 Processing message is displayed Step 2 Ask customer to TAP their card Ensure your customer holds their card over the contactless logo until all four bars...

Page 13: ...NAB EFTPOS Mobile Terminal Guide 13 Step 5 Press Yes to print the customer receipt copy if required Step 6 Printing message is displayed NAB EFTPOS MOBILE SALE TAP CONTINUED...

Page 14: ...on NAB EFTPOS Mobile 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 on the screen and press CONTINUE Step 3...

Page 15: ...s Yes to print the customer receipt if required Step 6 An acknowledgement displays once the sale has been approved and the merchant receipt will print Remove card from the terminal if inserted Step 8...

Page 16: ...Mobile 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 on the screen and press CONTINUE Step 3 Ask customer to...

Page 17: ...d to verify your customer s signature with the signature on the card If this is correct press Yes Step 6 An acknowledgement displays once the sale has been approved and the merchant receipt with signa...

Page 18: ...18 NAB EFTPOS Mobile Terminal Guide NAB EFTPOS MOBILE SALE INSERT SWIPE USING SIGNATURE CONTINUED Step 8 Press Yes to print the customer receipt if required Step 9 Printing message is displayed...

Page 19: ...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 20: ...20 NAB EFTPOS Mobile Terminal Guide NAB EFTPOS MOBILE SALE WITH CASH OUT CONTINUED Step 5 Press ENTER to confirm Step 6 Processing message is displayed...

Page 21: ...ce the sale has been successfully processed and the merchant receipt will print automatically Ask customer to remove their card if inserted Step 9 Printing message is displayed Step 8 Press Yes to pri...

Page 22: ...sale with 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 te...

Page 23: ...7 An acknowledgement displays once the sale has been approved and the merchant receipt will print Remove card from the terminal if inserted Step 6 Processing message is displayed Step 8 Press Yes to...

Page 24: ...24 NAB EFTPOS Mobile Terminal Guide NAB EFTPOS MOBILE SALE WITH TIP CONTINUED Step 9 Printing message is displayed...

Page 25: ...e by contacting 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 Ste...

Page 26: ...is displayed Step 6 Ask customer to enter the cash amount to confirm Step 8 An Approved acknowledgement displays once the cash out has been successfully processed and the merchant receipt will print...

Page 27: ...NAB EFTPOS Mobile Terminal Guide 27 NAB EFTPOS MOBILE CASH OUT ONLY CONTINUED Step 9 Press Yes to print the customer receipt if required Step 10 Printing message is displayed...

Page 28: ...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 Note This function is available on NA...

Page 29: ...ile Terminal Guide 29 Step 5 Ask customer to TAP their card Step 7 Ask customer to enter their PIN Step 6 Ask customer to select an account Step 8 Processing message is displayed NAB EFTPOS MOBILE REF...

Page 30: ...customer receipt if required 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 pr...

Page 31: ...cate receipt Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press 3 in the Menu to select Batch Step 3 Scanning batch deta...

Page 32: ...32 NAB EFTPOS Mobile Terminal Guide NAB EFTPOS MOBILE REVIEW DETAILS OF THE LAST TRANSACTION CONTINUED Step 5 View batch more information Step 6 View batch more information cont...

Page 33: ...te receipt 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 2 in the Menu to select...

Page 34: ...lement period Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press 2 in the Menu to select Print Step 3 Press 2 to select...

Page 35: ...EFTPOS Mobile Terminal Guide 35 NAB EFTPOS MOBILE RE PRINT RECEIPT FOR PAST TRANSACTIONS WITH INVOICE NUMBER CONTINUED Step 5 Scanning batch details message display Step 6 Printing message is display...

Page 36: ...tions 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 2 in the Menu to select Pri...

Page 37: ...NAB EFTPOS Mobile Terminal Guide 37 NAB EFTPOS MOBILE PRINT TRANSACTION LISTING CONTINUED Step 5 Scanning batch details message is displayed...

Page 38: ...rminal Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press 3 in the MENU to select Batch Step 3 Scanning batch details me...

Page 39: ...NAB EFTPOS Mobile Terminal Guide 39 NAB EFTPOS MOBILE PRINT SETTLEMENT TOTALS PRE SETTLEMENT CONTINUED Step 5 Printing message is displayed...

Page 40: ...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 3 in the Menu to select Batch Step 3 QA...

Page 41: ...tomatically settle at a time that suits you To do this refer to NAB EFTPOS Mobile Automatic Settlement Time Set up on page 74 Note This function is not available on your NAB EFTPOS Mobile terminal whe...

Page 42: ...Terminal Guide NAB EFTPOS MOBILE MANUAL SETTLEMENT CONTINUED Step 3 QA NAB processing message is displayed Step 5 Printing message is displayed Step 4 Press Yes to print a transaction list of all ind...

Page 43: ...cardholder s account until nal payment a Pre Authorisation Completion is processed It is important to retain the Pre Authorisation merchant receipt as the pre authorisation completion cannot be comple...

Page 44: ...pproved acknowledgement displays once the pre authorisation has been processed successfully and the merchant receipt will print automatically Step 6 Processing message is displayed Step 8 Press Yes to...

Page 45: ...NAB EFTPOS Mobile Terminal Guide 45 NAB EFTPOS MOBILE PRE AUTHORISATION CONTINUED Step 9 Printing message is displayed...

Page 46: ...eriod is dependent on the type of business you operate The value amount is generally held for up to 7 days on pre authorisation depending on the cardholder s financial institution Note This function i...

Page 47: ...ieved by the terminal If the pre authorisation transaction is not found on the terminal the customer s credit card will be required Proceed to Step 6a Otherwise proceed to Step 7 Step 6a Ask customer...

Page 48: ...UED Step 6c Enter the RRN from the pre authorisation merchant receipt and press ENTER Step 6d Enter the completion amount and press ENTER Step 6e Enter the pre authorisation date DD MM and press ENTER...

Page 49: ...ss ENTER Step 6h Enter the Issuer RRN from the pre authorisation merchant receipt and press ENTER Step 7 Press ENTER to confirm the completion transaction The merchant receipt will print automatically...

Page 50: ...e rental Card absent taxicabs and limousines The pre authorisation adjustment process looks up the original pre authorisation record and allows the authorisation value to be changed up or down The fun...

Page 51: ...pre authorisation merchant receipt and press ENTER Step 4 Enter the new pre authorisation amount and press enter If the pre authorisation transaction is not found on the terminal proceed to Step 6a ot...

Page 52: ...hant receipt and press ENTER Step 6c Enter the RRN from the pre authorisation merchant receipt and press ENTER Step 6d Enter the new pre authorisation amount and press ENTER Step 6e Enter the pre auth...

Page 53: ...eceipt and press ENTER Step 6h Enter the Issuer STAN from the pre authorisation merchant receipt and press ENTER Step 6i Enter the Issuer RRN from the pre authorisation merchant receipt and press ENTE...

Page 54: ...hese transactions will be passed on to the cardholder s nancial institution to remove hold on any funds associated with the original pre authorisation Step 1 Press 1 in the Menu to select Transaction...

Page 55: ...on rm the type of pre authorisation cancellation Step 7 Confirm transaction to be canceled Step 6 Enter the 6 digit APPROVAL CODE to be cancelled from the merchant receipt Step 8 An acknowledgement di...

Page 56: ...56 NAB EFTPOS Mobile Terminal Guide NAB EFTPOS MOBILE PRE AUTHORISATION CANCEL CONTINUED Step 9 Press Yes to print the customer receipt if required Step 10 Printing message is displayed...

Page 57: ...Cancel process looks up the original pre authorisation completion record and allows the transaction to be cancelled Step 1 Press 1 in the Menu to select Transaction Step 3 Press 4 to select Pre Auth...

Page 58: ...has been cancelled successfully and the merchant receipt will print automatically Step 6 Confirm transaction to be canceled Step 8 Ask customer to sign the receipt You will need to verify your custom...

Page 59: ...NAB EFTPOS Mobile Terminal Guide 59 NAB EFTPOS MOBILE PRE AUTHORISATION COMPLETION CANCEL CONTINUED Step 9 Press Yes to print the customer receipt if required Step 10 Printing message is displayed...

Page 60: ...without having to process a pre authorisation transaction or Sale transaction This transaction will not debit or place a hold on any cardholder funds Step 1 Press 1 in the Menu to select Transaction S...

Page 61: ...VERIFY CONTINUED Step 5 An Approved acknowledgement displays once the transaction has been processed successfully and the merchant receipt will print automatically Step 7 Printing message is displaye...

Page 62: ...the receipt 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 PO...

Page 63: ...ED Step 5 Complete entering the customer s card number and press CONTINUE Step 7 Press the corresponding number to select type of order Step 6 Enter the card expiry date receipt in MMYY format Step 8...

Page 64: ...MOTO transaction Step 11 An acknowledgement displays once the sale has been approved and the merchant receipt will print Step 10 Processing message is displayed Step 12 Press Yes to print the customer...

Page 65: ...NAB EFTPOS Mobile Terminal Guide 65 NAB EFTPOS MOBILE MOTO CONTINUED Step 13 Printing message displays...

Page 66: ...the card readers 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 EFTP...

Page 67: ...rd and press ENTER Step 7 Processing message is displayed Step 6 Press ENTER to confirm the transaction Step 8 An acknowledgement displays once the sale has been approved and the merchant receipt with...

Page 68: ...EY ENTRY CONTINUED Step 9 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 11 Printing message displa...

Page 69: ...ote 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 NAB EFTPO...

Page 70: ...70 NAB EFTPOS Mobile Terminal Guide NAB EFTPOS MOBILE VOID LAST CONTINUED Step 5 Press YES to print the customer receipt if required Step 7 VOID transaction accepted Step 6 Printing message displays...

Page 71: ...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 72: ...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 73: ...NAB EFTPOS Mobile Terminal Guide 73 Step 5 The new settlement time displays Step 6 Press CANCEL to exit NAB EFTPOS MOBILE AUTOMATIC SETTLEMENT TIME SET UP CONTINUED...

Page 74: ...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 75: ...en your terminal is integrated with your POS Step 1 Press the Func key Step 3 Press ENTER to turn off the prompt to print the Transaction Listing Step 2 Enter 14 using the PINpad and press ENTER Step...

Page 76: ...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 3 Press ENTER to turn off the prompt to print the Transaction...

Page 77: ...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 3 Press...

Page 78: ...als and deactivate 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 3 Press 1 to select S...

Page 79: ...NAB EFTPOS Mobile Terminal Guide 79 NAB EFTPOS MOBILE END SHIFT CONTINUED Step 5 Report printing Step 7 Clear shift totals Step 6 Reprint shift total Step 8 Shift cleared...

Page 80: ...80 NAB EFTPOS Mobile Terminal Guide NAB EFTPOS MOBILE END SHIFT CONTINUED Step 9 Shift mode deactivated...

Page 81: ...shift totals without ending the shift Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Enter 63 using the PINpad Step 3 Scan...

Page 82: ...can be declined for several reasons Refer to the message on the screen for the possible scenarios Step 1 Enter the sale amount directly on the screen and press CONTINUE Step 3 Ask customer to select...

Page 83: ...NTINUED Transactions can be declined for several reasons Refer to the message on the screen for the possible scenarios Step 5 Processing message displays Step 7 Press YES to print the customer receipt...

Page 84: ...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 85: ...Note This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS Step 1 Press 4 in the Menu to select Terminal Step 3 Press F1 to select Enable Ste...

Page 86: ...obile terminal when your terminal is integrated with your POS Step 1 Press 4 in the Menu to select Terminal Step 3 Press ENTER Step 2 Press 5 to select Surcharging Step 4 Use the F2 and F3 buttons to...

Page 87: ...2 to enter a Percentage of the Total Step 7 Press ENTER to confirm the value entered Step 6 Enter the fixed fee amount or percentage of the total rate and press ENTER Step 8 The value entered will dis...

Page 88: ...tep 9 Press OK to print surcharge summary receipt or CANCEL to exit Surcharge Summary Receipt Note The surcharge charge amount details will be included on every EFTPOS receipt NAB EFTPOS MOBILE SURCHA...

Page 89: ...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 3 Press ENTER to change the passwor...

Page 90: ...Mobile Terminal Guide Step 5 Enter the new password and press ENTER Step 7 A confirmation message displays Step 6 Enter the new password again and press ENTER NAB EFTPOS MOBILE CHANGE MERCHANT PASSWO...

Page 91: ...the terminal refer to Requirements for different communication options on NAB EFTPOS Mobile terminals on page 94 The terminal must have Been set up for the communication options that may be used by th...

Page 92: ...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 cable See no...

Page 93: ...t Terminal Step 3 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 connects to the new communication network Step 2...

Page 94: ...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 95: ...tre for help to pair the terminal and base for Bluetooth they will help you to work through the following steps Step 1 Check for the Bluetooth symbol in the status header bar at the top of the termina...

Page 96: ...Note If user presses Menu button on keypad option 3 displays as Manager Menu and option 4 as Delete All pre Auth If user presses Menu button on touch screen option 3 displays as Delete All pre Auth S...

Page 97: ...NAB EFTPOS Mobile Terminal Guide 97 Step 6 Tap Control panel Step 8 Tap Communication means Step 7 Tap Terminal settings Step 9 Tap Bluetooth PAIR THE TERMINAL AND BASE FOR BLUETOOTH CONTINUED...

Page 98: ...ired successfully the Association Complete confirmation message displays Go to the next step If the base and terminal are not paired successfully the Association Incomplete message displays If this oc...

Page 99: ...FOR BLUETOOTH CONTINUED Step 13 A message displays on the terminal to warn that the terminal will reboot This message is displayed only on terminals with release 0 3 X and 0 5 X Not applicable to term...

Page 100: ...100 NAB EFTPOS Mobile Terminal Guide 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 101: ...for Bluetooth refer to Pair the terminal and base for Bluetooth on page 96 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 b...

Page 102: ...re that the base and terminal have been paired for Bluetooth refer to Pair the terminal and base for Bluetooth on page 96 Step 1 Plug the Ethernet cable into the back of the base Step 2 On the termina...

Page 103: ...chant Service Centre to help direct you through the steps to set up the terminal for Broadband Internet via Wi Fi Step 1 Press 4 in the Menu to select Terminal Step 3 Press 3 to select Manager Menu No...

Page 104: ...e Step 4 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 Terminal settings Step 8 Tap Wi Fi Step 5 Tap Control pa...

Page 105: ...Comms then select WiFi to switch the communications option to WIFI Step 10 Tap Scan networks to nd available hotspots Step 12 Use the onscreen keypad to enter the password for the selected Wi Fi hots...

Page 106: ...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 107: ...on 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 4 in the Menu to select Terminal Step 3 Press E...

Page 108: ...r 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 simultaneous...

Page 109: ...ctions 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 er...

Page 110: ...Terminal Guide ENABLE AUTO COMMS FALLBACK Step 1 Press 4 in the Menu to select Terminal Step 3 Host Comms mode selection displays Step 2 Press 4 to select the Host Comms Step 4 Auto comms fallback ena...

Page 111: ...NAB EFTPOS Mobile Terminal Guide 111 Step 5 Press YES to recheck comms available Step 7 Step 6 Processing message displays Step 8 ENABLE AUTO COMMS FALLBACK CONTINUED...

Page 112: ...112 NAB EFTPOS Mobile Terminal Guide Step 9 Step 11 Step 10 Step 12 ENABLE AUTO COMMS FALLBACK CONTINUED...

Page 113: ...NAB EFTPOS Mobile Terminal Guide 113 Step 13 Press YES to print comms fallback report Step 14 Printing message displays...

Page 114: ...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 115: ...due to lack of funds this will not be advised to you Authorisation of above floor limit manual transaction Where a manual transaction amount exceeds your floor limit you must obtain telephone authoris...

Page 116: ...used 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 u...

Page 117: ...NAB EFTPOS Mobile Terminal Guide 117 NOTES...

Page 118: ...2018 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 A131031 0818...