NAB EFTPOS MOBILE TERMINAL GUIDE
NAB EFTPOS MOBILETERMINAL GUIDEVersion 0.7
YOUR NAB EFTPOS MOBILE TERMINAL2NAB EFTPOS Mobile Terminal Guide – Version 0.7
TABLE OF CONTENTSGetting to know your NAB EFTPOS terminalContactless – Tap & GoUnderstanding your NAB EFTPOS Mobile terminal Integrated with your POSUnderstanding your NAB EFTPOS Mobile terminalNAB EFTPOS Mobile Multi-Merchant TerminalsNAB EFTPOS Mobile Sale – TapNAB EFTPOS Mobile Sale – Insert/Swipe Using PINNAB EFTPOS Mobile Sale – Insert/Swipe Using SignatureNAB EFTPOS Mobile Sale with Cash-OutNAB EFTPOS Mobile Sale with TipNAB EFTPOS Mobile Cash-Out OnlyNAB EFTPOS Mobile RefundsNAB EFTPOS Mobile Review Details of the Last TransactionNAB EFTPOS Mobile Re-print Receipt for the Last TransactionNAB EFTPOS Mobile Re-print Receipt for Past Transactions with Invoice NumberNAB EFTPOS Mobile Print Transaction ListingNAB EFTPOS Mobile Print Settlement Totals – Pre-SettlementNAB EFTPOS Mobile Print Settlement Totals – Last SettlementNAB EFTPOS Mobile Manual SettlementNAB EFTPOS Mobile Pre-AuthorisationNAB EFTPOS Mobile Pre-Authorisation CompletionPre Authorisation Completion (Auth do not exist on Terminal)NAB EFTPOS Mobile Pre-Authorisation AdjustNAB EFTPOS Mobile Pre-Authorisation CancelNAB EFTPOS Mobile Pre-Authorisation Completion CancelNAB EFTPOS Mobile Account VerifyNAB EFTPOS Mobile MOTONAB EFTPOS Mobile Manual Key EntryNAB EFTPOS Mobile Void LastConfiguration on the NAB EFTPOS terminalNAB EFTPOS Mobile Automatic Settlement Time Set-upNAB EFTPOS Mobile Transaction Listing PrintoutNAB EFTPOS Mobile Transaction Listing Printout – Turn Prompt OnNAB EFTPOS Mobile Transaction Listing Printout – Turn Prompt OffNAB EFTPOS Mobile Start ShiftNAB EFTPOS Mobile End ShiftNAB EFTPOS Mobile Print Current Shift TotalsNAB EFTPOS Transaction FailedNAB EFTPOS Mobile SurchargeNAB EFTPOS Mobile Surcharge – Turn On/OffNAB EFTPOS Mobile Surcharge – Card Acceptance Set-upNAB EFTPOS Mobile Change Merchant PasswordCommunication OptionsRequirements for Different Communication Options On NAB Eftpos Mobile TerminalsSwitch to a Different Communication OptionPair the Terminal And Base For BluetoothSet Up the Terminal For Dial Up CommunicationSet Up the Terminal For Broadband Internet Via Ethernet CommunicationSet Up The Terminal For Broadband Internet Via Wi Fi CommunicationAdditional PINPad FunctionsStationery Order (Ordering Receipt Rolls)Changing the Receipt RollCommon Error MessagesEnable Auto-Comms FallbackElectronic Fallback ProcedureManual Card Transaction ProcessingTermination of EFTPOS Merchant 02103106107108109110114115116NAB EFTPOS Mobile Terminal Guide – Version 0.73
This guide is for NAB merchants who have signed the Merchant Agreement GeneralTerms and Conditions. Please make yourself familiar with the contents of this guideand do not hesitate to contact NAB should you have any further queries.NAB is here to help you with your NAB EFTPOS Mobile terminal 24 hours a day, 7 days a week.Technical Support for NAB EFTPOS Mobile terminalsBefore contacting the NAB Merchant Service Centre in regard to any error message, please write down all the errorinformation as well as your merchant and terminal numbers so your query can be quickly resolved.Call Merchant Service Centre1300 369 852Select Option 1 (not connected to computer)ThenSelect Option 1 (Ingenico Move 5000 chnical Support for NAB EFTPOS Mobile terminals integrated with your POSBefore contacting the NAB Integrated Help Desk please have your terminal and merchant numbers ready. If your query iserror related, write down the error information displayed on the terminal or your Point of Sale (POS) so your query can bequickly resolved.Call NAB Integrated Help Desk1300 369 852Select Option 2 (terminal connected to computer)ThenSelect Option 1 (technical issues)EmailMerchant.Service.Centre@nab.com.auThis help desk service is part of our Merchant Service Centre and is provided by KeyCorp Services on behalf of NAB to assistyou with your support needs for the NAB EFTPOS Mobile terminal and PC-EFTPOS software.For Authorisations4Credit Cards13 25 15 please have your store number ready before callingDebit Cards – Cheque or Savings1300 360 852 please have your merchant number ready before callingAmerican Express1300 363 614Diners Club1800 331 112NAB EFTPOS Mobile Terminal Guide – Version 0.7
For POS Software – NAB EFTPOS Mobile terminals integrated with your POSContact your POS VendorSales Enquiries1300 EFTPOS (1300 338 767)8am – 6pm Monday to FridayFraud Related Enquiries1300 668 0468am – 5pm Monday to FridayLost or Stolen CardsCall the above authorisation line appropriate for the card type used (credit or debit).Ask for extension 500Service Response TimeIt is NAB’s intent to replace a faulty terminal: within 4 business hours in metropolitan areas. within 24 business hours for country areas within 72 business hours for remote areas.Merchant DetailsPlease insert your details here for quick reference.EB Merchant No.Terminal No.Store No.NAB EFTPOS Mobile Terminal Guide – Version 0.75
GETTING TO KNOW YOURNAB EFTPOS MOBILE TERMINALContactlesslanding zoneSwipe readerTerminal display/touchscreenMenu keyCancel keyTelephone-stylekeypadClear keyEnter/Poweron keyFeedkey6NAB EFTPOS Mobile Terminal Guide – Version 0.7Chip cardreader
GETTING TO KNOW YOURNAB EFTPOS MOBILE TERMINAL (CONTINUED)Using the TouchscreenThe NAB EFTPOS Mobile terminal has a colour touchscreen. Navigating using the touchscreen is easy and intuitive for yourcustomers. Simply follow the prompts and tap the option on the screen to make a selection.Using the KeypadThe Menu button is used to access the terminal menu optionsThe CONTINUE button on the keypad is used to accepta selected option highlighted or to accept data entry.This button is also used to power on the terminalThe CLEAR button on the keypad is used for clearing entereddata or moving back to the previous screenThe CANCEL button on the keypad is used to cancel the current functionand return to the Home screenThe Function button on the keypad is used to perform certain advanced functionson the terminal[F2][F3]Press [F2 ] on the touchscreen to scroll down the menu optionsPress [F3 ] on the touchscreen to scroll up the menu optionsBasic FunctionsPower onPress the green CONTINUE keyPower offRemove the terminal from its base and any power source. Press and hold the Func and yellow CLEAR keys togetherCancel an actionPress the red CANCEL buttonChange terminal passwordsContact the Merchant Service CentreIdle StateIf there is no activity on the terminal for 60 seconds, the terminal will return to the Home screenNAB EFTPOS Mobile Terminal Guide – Version 0.77
CONTACTLESSTAP & GOThe NAB EFTPOS Mobile terminal comes ready with the capability to accept Contactless credit card payments, commonlyreferred 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 Contactless capability?Quick and easy to use – simply tap the chip card on the landing zone, where the following icon displays at the top ofthe 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, your customer will be required to enter a PIN or sign the merchant receipt.Printing the customer receipt is optional regardless of the transaction amount.Are there any restrictions in using Contactless?If the sale amount is greater than 250, your customer will be asked by the terminal to insert or swipe their card.Only a Sale transaction can be made using Contactless.8NAB EFTPOS Mobile Terminal Guide – Version 0.7
UNDERSTANDING YOURNAB EFTPOS MOBILE TERMINAL INTEGRATED WITH YOUR POSNAB EFTPOS Mobile terminals integrate with your Point of Sale (POS) solution to process credit, debit and charge cardtransactions. When the card payment option is selected, the POS integration software provided by PC-EFTPOS, interacts withthe NAB EFTPOS Mobile terminal to process the transaction. The outcome of the transaction is then automatically updated inyour POS solution, making it easy for you to reconcile the payments and shorten payment processing time.Using NAB EFTPOS Mobile terminals with a POSNAB EFTPOS Mobile terminals are designed to work with your PC-EFTPOS-certified POS system. The POS system sends thetotal amount to the NAB EFTPOS Mobile terminal to finalise the payment.The solution can be configured to work with different types of communications depending on your environment.These include: 3G Broadband Internet via Ethernet Broadband Internet via WiFi Dial UpYour NAB EFTPOS Mobile terminal and base are paired via Bluetooth. This enables the terminal to continue to operatenormally when it is separated from the base.You can also choose to have all transaction receipts printed directly from your POS system or have the terminal print out thetransaction receipt.Processing transactions with a NAB EFTPOS Mobile terminal integrated with your POSYour NAB EFTPOS Mobile terminal is integrated with your Point of Sale (POS) system.For all transaction types, the merchant initiates the transaction on the POS system and follows the system prompts displayedon the POS screen. The customer follows the prompts displayed on the terminal to process the payment.ConsiderationsTransactions completed using an Australian-issued card need to be approved by a PIN. Some transactions, such as Refunds,may prompt for a signature.Transactions completed using an internationally-issued card may need to be approved by a signature.If the signature does not match that on the card, you need to decline the transaction. The terminal will produce adeclined receipt.As for all transactions types, if a transaction is declined, your customer may need to provide another form of payment tocomplete the transaction.For any transaction errors or issues, please refer to your POS manual, or call the NAB Integrated Helpdesk.NAB EFTPOS Mobile Terminal Guide – Version 0.79
UNDERSTANDING YOURNAB EFTPOS MOBILE TERMINALYour NAB EFTPOS Mobile terminal can be configured to work with different types of communications depending on yourenvironment. These include: 3G Broadband Internet via Ethernet Broadband Internet via WiFi Dial UpThe NAB EFTPOS Mobile terminal and base are paired via Bluetooth. This enables the terminal to continue to operatenormally when it is separated from the base.Navigating the MenuTo access the Menu, press the Menu button.There are 4 main menu itemsTap to select a menu option.Processing transactions using your NAB EFTPOS Mobile terminalAll cards can be used on the terminal using: Tap (using the contactless feature) Insert (using the chip), or Swipe (using the magnetic stripe)10NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOSMOBILE MULTI-MERCHANT TERMINALSThe NAB EFTPOS Mobile terminal can support multiple merchants. This allows multiple merchants to process transactions onone terminal with separate settlements for each individual merchant.If your terminal supports multiple merchants, then there must be a Primary merchant identified. The Primary merchant is themerchant to whom the terminal is provided under the Merchant Agreement and who is responsible for the terminal rental.The additional merchants who use the terminal are the Secondary merchants. A Secondary merchant has been granted theuse of the terminal by the Primary merchant.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 merchantsWhen you process transactions on a terminal that supports multiple merchants, the SELECT MERCHANT screen displays,prompting you to select the relevant merchant.If the merchant you require is not displayed on the screen, scroll down / up using touch screen on PINPad to move betweenprevious and next screen.Tap the name of the required merchant on the screen and continue with the transaction as described in this guide.Some functions (such as Log on or Manual Settlement) that display the SELECT MERCHANT screen, provide an optionon this screen to select All Merchants.Tap ALL MERCHANTS when you want to perform the function for all merchants on the terminal at once.NAB EFTPOS Mobile Terminal Guide – Version 0.711
NAB EFTPOS MOBILE SALE– TAPNote: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps maynot apply or may be initiated via the POS.Step 1Step 2Enter the sale amount directly on the screenand press CONTINUEAsk customer to TAP their cardEnsure your customer holds their card over the contactlesslogo until all four bars ‘light up’ and the terminal sounds abeep. This will only take a few seconds.Step 3Processing message is displayed12NAB EFTPOS Mobile Terminal Guide – Version 0.7Step 4An acknowledgement displays once the sale has beenapproved and the merchant receipt option to printis displayed.
NAB EFTPOS MOBILE SALE– TAP (CONTINUED)Step 5Step 6Press Yes to print the customer receipt copy if requiredPrinting message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.713
NAB EFTPOS MOBILE SALE– INSERT/SWIPE USING PINNote: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps maynot apply or may be initiated via the POS.14Step 1Step 2Enter the sale amount directly on the screen andpress CONTINUEAsk customer to TAP their cardStep 3Step 4Ask customer to select their accountAsk customer to enter their PINNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILE SALE– INSERT/SWIPE USING PIN (CONTINUED)Step 5Step 6Processing message is displayedAn acknowledgement displays once the sale has beenapproved and the merchant receipt will print.Remove card from the terminal if insertedStep 7Step 8Press Yes to print the customer receipt if requiredPrinting message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.715
NAB EFTPOS MOBILE SALE– INSERT/SWIPE USING SIGNATUREThe signature option is only available for cards issued overseas.Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps maynot apply or may be initiated via the POS.16Step 1Step 2Enter the sale amount directly on thescreen and press CONTINUEAsk customer to TAP their cardStep 3Step 4Ask customer to select an accountAsk customer to enter their PINNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILE SALE– INSERT/SWIPE USING SIGNATURE (CONTINUED)Step 5Step 6Processing message is displayedAn acknowledgement displays once the sale hasbeen approved and the merchant receipt withsignature request will print.Remove card from the terminal if insertedStep 7Ask customer to sign the receipt.You will need to verify your customer’s signaturewith the signature on the card. If this is correct, press YesNAB EFTPOS Mobile Terminal Guide – Version 0.717
NAB EFTPOS MOBILE SALE– INSERT/SWIPE USING SIGNATURE (CONTINUED)18Step 8Step 9Press Yes to print the customer receipt if required.Printing message is displayed.NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILE SALEWITH CASH-OUTThe 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 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 on NAB EFTPOS Mobile terminals integrated with your POS, however some steps maynot apply or may be initiated via the POS.Step 1Step 2Enter the sale amount directly on the screenand press CONTINUEEnter the cash out amount andpress CONTINUEStep 3Step 4Ask customer to INSERT or SWIPE their cardAsk customer to select an accountNAB EFTPOS Mobile Terminal Guide – Version 0.719
NAB EFTPOS MOBILE SALEWITH CASH-OUT (CONTINUED)20Step 5Step 6Press ENTER to confirmProcessing message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILE SALEWITH CASH-OUT (CONTINUED)Step 7Step 8An “Approved” acknowledgement displays once the sale hasbeen successfully processed and the merchant receipt willprint automatically.Press Yes to print the customer receipt if requiredAsk customer to remove their card if inserted.Step 9Printing message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.721
NAB EFTPOS MOBILE SALEWITH TIPThe Tip Amount screen will only display if the tipping feature has been enabled. You may enable or disable the tippingfeature by contacting the Merchant Service Centre.A 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 terminal is integrated with your POS.Step 1Step 2Enter the sale amount directly on the screenand press CONTINUEEnter the tip amount and press CONTINUEStep 3Review the total amount and press ENTER22NAB EFTPOS Mobile Terminal Guide – Version 0.7Step 4Ask customer to TAP their card
NAB EFTPOS MOBILE SALEWITH TIP (CONTINUED)Step 5Step 6Ask customer to select an accountProcessing message is displayedStep 7An acknowledgement displays once the sale has beenapproved and the merchant receipt will printStep 8Press Yes to print the customer receipt if required.Remove card from the terminal, if insertedNAB EFTPOS Mobile Terminal Guide – Version 0.723
NAB EFTPOS MOBILE SALEWITH TIP (CONTINUED)Step 9Printing message is displayed24NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILECASH-OUT ONLYThe cash-out feature is available on debit (cheque and savings) accounts only for EFTPOS transactions. It is an optionalfeature that you may enable or disable by contacting the Merchant Service Centre.Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps maynot apply or may be initiated via the POS.Step 1Step 2Press 1 in the Menu to select TransactionPress 3 to select Cash OutStep 3Step 4Enter the cash amountAsk customer to INSERT or SWIPE their cardNAB EFTPOS Mobile Terminal Guide – Version 0.725
NAB EFTPOS MOBILECASH-OUT ONLY (CONTINUED)Step 5Step 6Ask customer to select an accountAsk customer to enter the cash amount to confirmStep 7Step 8Processing message is displayedAn “Approved” acknowledgement displays once thecash-out has been successfully processed and themerchant receipt will print automaticallyAsk customer to remove their card if inserted.26NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILECASH-OUT ONLY (CONTINUED)Step 9Step 10Press Yes to print the customer receipt if required.Printing message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.727
NAB EFTPOS MOBILEREFUNDSA ‘Refund’ transaction is used to reverse a ‘Sale’ transaction that has already been settled by the Bank. Both the original ‘Sale’and the ‘Refund’ transactions will appear on the Customer’s account statement.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 NAB EFTPOS Mobile terminals integrated with your POS, however some steps may notapply or may be initiated via the POS.28Step 1Step 2Press 1 in the Menu to select TransactionPress 4 to select RefundStep 3Step 4Enter the refund amountEnter your refund passwordNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILEREFUNDS (CONTINUED)Step 5Step 6Ask customer to TAP their cardAsk customer to select an accountStep 7Ask customer to enter their PINStep 8Processing message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.729
NAB EFTPOS MOBILEREFUNDS (CONTINUED)Step 9Step 10An acknowledgement displays once the refund has beenapproved and the merchant receipt with signature requestwill printPress Yes to print the customer receipt if requiredRemove card from the terminal if inserted.Step 11Printing message is displayedThe customer will receive the refund within 2 to 4 businessdays for Visa, MasterCard and EFTPOS transactions and upto 5 business days for UnionPay cards.Note:For your protection against fraud, please ensure yourpasswords are changed regularlyAlways compare the signature on the card with thesignature on the receiptYou should always swipe or insert the card through theterminal rather than key entering the card information toreduce your exposure to fraudulent transactions.30NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILEREVIEW DETAILS OF THE LAST TRANSACTIONThis function allows you to review the details of the last transaction processed on the terminal screen before you proceedto print a duplicate receipt.Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS.Step 1Step 2Press 3 in the Menu to select BatchPress 3 to select Review BatchStep 3Step 4Scanning batch details message is displayedThe details of the last transaction is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.731
NAB EFTPOS MOBILEREVIEW DETAILS OF THE LAST TRANSACTION (CONTINUED)32Step 5Step 6View batch more informationView batch more information (cont.)NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILERE-PRINT RECEIPT FOR THE LAST TRANSACTIONThis function allows you to print a duplicate 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 1Step 2Press 2 in the Menu to select PrintPress 1 to select TransactionsStep 3Press 1 to select LastA duplicate Customer receipt for the last transaction will printNAB EFTPOS Mobile Terminal Guide – Version 0.733
NAB EFTPOS MOBILERE-PRINT RECEIPT FOR PAST TRANSACTIONS WITH INVOICE NUMBERThis function allows you to print a duplicate receipt for a particular transaction (invoice number) within the samesettlement period.Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS.34Step 1Step 2Press 2 in the Menu to select PrintPress 1 to select TransactionsStep 3Step 4Press 2 to select InvoiceEnter the invoice numberNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILERE-PRINT RECEIPT FOR PAST TRANSACTIONS WITH INVOICE NUMBER(CONTINUED)Step 5Step 6Scanning batch details message displayPrinting message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.735
NAB EFTPOS MOBILEPRINT TRANSACTION LISTINGThis function provides a print out of all transactions 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.36Step 1Step 2Press 2 in the Menu to select PrintPress 2 to select ReportsStep 3Step 4Press 1 to select AuditThe transaction list will begin printingEnter passwordNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILEPRINT TRANSACTION LISTING (CONTINUED)Step 5Scanning batch details message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.737
NAB EFTPOS MOBILEPRINT SETTLEMENT TOTALS – PRE-SETTLEMENTThis function prints a listing of all transactions performed after the last settlement time until the current time.A pre-settlement does not settle the terminalNote: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS.38Step 1Step 2Press 3 in the MENU to select BatchPress 4 to select Batch TotalsStep 3Step 4Scanning batch details message is displayedPress Yes to print a transaction list ofall individual transactionsNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILEPRINT SETTLEMENT TOTALS – PRE-SETTLEMENT (CONTINUED)Step 5Printing message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.739
NAB EFTPOS MOBILEPRINT SETTLEMENT TOTALS – LAST SETTLEMENTThis function will reprint the total 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 1Step 2Press 3 in the Menu to select BatchPress 2 to select Last SettlementThe last settlement receipt prints automatically.40Step 3Step 4QA NAB processing message displaysPrinting message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILEMANUAL SETTLEMENTThis function allows you to manually close the batch and settle for the day.Note: Your terminal will settle automatically at 9:30pm AEST daily, unless a manual settlement is performed. You can alsoset your terminal to automatically settle at a time that suits you. To do this, refer to NAB EFTPOS Mobile Automatic SettlementTime Set-up on page 72.Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS.Step 1Step 2Press 3 in the Menu to select BatchPress 1 to select SettleThe settlement process commences and when successfullyprocessed, the settlement receipt will print.NAB EFTPOS Mobile Terminal Guide – Version 0.741
NAB EFTPOS MOBILEMANUAL SETTLEMENT (CONTINUED)Step 3Step 4QA NAB processing message is displayed.Press Yes to print a transaction list of allindividual transactionsStep 5Printing message is displayed42NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILEPRE-AUTHORISATIONThe Pre-Authorisation feature is optional. You may enable or disable this feature by contacting the Merchant Service Centre.Pre-Authorisation is used to reserve a value amount on a cardholder’s account. The value amount is generally held for up to days depending on the cardholder’s financial institution.The funds held are not debited from the cardholder’s account until final payment, a Pre-Authorisation Completion, isprocessed. It is important to retain the Pre-Authorisation merchant receipt as the pre-authorisation completion cannotbe completed without the Approval Code from the receipt.Pre-Authorisations are available for credit cards only.Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may notapply or may be initiated via the POS.Step 1Step 2Press 1 in the Menu to select ‘Transaction’Press 5 to select ‘Pre-Auth’Step 3Step 4Press 1 to select ‘Pre-Auth’Enter the pre-authorisation amountNAB EFTPOS Mobile Terminal Guide – Version 0.743
NAB EFTPOS MOBILEPRE-AUTHORISATION (CONTINUED)44Step 5Step 6Ask customer to TAP their cardProcessing message is displayedStep 7Step 8An Approved acknowledgement displays once thepre-authorisation has been processed successfully and themerchant receipt will print automatically.Press Yes to print the customer receipt if required.NAB EFTPOS Mobile Terminal Guide – Version 0.7
NAB EFTPOS MOBILEPRE-AUTHORISATION (CONTINUED)Step 9Printing message is displayedNAB EFTPOS Mobile Terminal Guide – Version 0.745
NAB EFTPOS MOBILEPRE-AUTHORISATION COMPLETIONThe Pre-Authorisation Completion process looks up the original pre-authorisation record, confirms the transaction valueand puts the pre-authorisation payment through as a transaction.A Pre-Authorisation Completion transaction generally must be performed between 2 to 14 days from when thePre-Authorisation was processed. This period 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 is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may notapply or may be initiated via the POS.Step 1Step 2Press the Menu key, then press 1to select ‘Transaction’Press 5 to select ‘Pre-Auth’Step 3Press 2 to select ‘Completion’46NAB EFTPOS Mobile Terminal Guide – Version 0.7Step 4Enter the pre-authorisation completion amount
ONTINUED)StepStep55Step 5Enter6 digitAPPROVALCODEEnterthethe6 digitAPPROVALCODEEnterthe6 digit receiptAPPROVALfrommerchantreceipt CODEfromthethemerchantfrom the merchant receiptStep 6SteENpT66ER to confirm the pre oconfirmconfirmthepre by saction retrieved by the terminal.StStepep 6a6aScustomertecustomerp 6a to toAskAskINSINSERTERT or orSWSWIPEIPE theirAsk customerto INSERT or SWIPE theirtheircardcardcardStep 6bStethep6b6STbAN from the pre-authorisation merchant receiptEnterStepandEnterpresstheENSTTEARN from the pre-authorisation merchant receiptEnterthe STANand pressENTEfromR the pre-authorisationmerchant receipt and press ENTERIf thepre-authorisationtransactionis notfoundIf thepre-authorisationtransactionis the terminal, the customer’s credit card will red.ProceedtoStep6a.Otherwise,proceedrequired. Proceed to Step 6a. Otherwise, proceed to torequired.Proceed to Step 6a. Otherwise, proceed toStepStep7. 7.Step 7.NAB EFTPOSMobileTerminal– VersionNABEFTPOSMobileGuideTerminalGuide0.7 47 47NAB EFTPOS Mobile Terminal Guide47
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NAB EFTPOS Mobile Terminal Guide – Version 0.7 3 TABLE OF CONTENTS Getting to know your NAB EFTPOS terminal 6 Contactless – Tap & Go 8 Understanding your NAB EFTPOS Mobile terminal Integrated with your POS 9 Understanding your NAB EFTPOS Mobile terminal 10 NAB EFTPOS Mobile Multi-Merchant Terminals 11 N
Payment Express EFTPOS may be found on the start menu. You can open it by clicking on start, then all programs, then Direct Payment Solutions, and then EFTPOS Client. You may also open the Journal Viewer from this menu. HOT KEY You may set up a HotKey to open Payment Express EFTPOS. 1. Open the client from the system tray or the start menu. 2.
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Smartpay User Guide Pax S300 Combo (with S800 or S80/c) 3 Smartpay two-piece countertop EFTPOS is a Pax S300 customer facing touchscreen PINpad plugged into a merchant facing Pax S80c or Pax S800 base unit. For EFTPOS terminal enquiries, issues or support contact Smartpay Technical Helpdesk
Table 2. Wiring terminal references for non-Excel 10/12 devices signal T7460A terminal T7460B terminal T7460C terminal Excel 800 XF82x terminal (example) Excel 500 XF52xB terminal (example) Excel 500 XFL52x terminal (example) Excel 100 terminal (example) Excel 50 terminal (example) Excel 20 terminal (example) CPO-FB22344R terminal (example)
3 Includes a Visa scheme fee charged to NAB and on charged to you. This fee is a percentage of the converted AUD amount shown on your statement. 4 Includes a Visa scheme fee charged to NAB and on charged to you. 5 This fee will not apply to purchases made using a NAB Platinum Visa Debit card. Transaction verification
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