barclaycard Flex User manual

Get started with
your Barclaycard
Flex Terminal
1

Here is your quick setup guide to get you up and running.
Full instructions are at barclaycard.co.uk/flexterminalhelp
Your new Barclaycard Flex Terminal installs in three different ways.
Before you get started, we’ll need to process your application. This should take around five to seven days – we’ll then get in touch to let you know if you’ve
been approved. After we’ve said yes to your application, we’ll follow the steps below.
Bluetooth
Bluetooth to a base unit linked to your business router.
Wi-Fi
Use your business’ Wi-Fi network.
Mobile
Connect to the mobile network available.
We’d recommend you set up using all three methods
to ensure you get the best from your terminal.
There’s no data fee for connecting your terminal –
the mobile connection will happen automatically.
When connected, all symbols should be green. If
they are not, then it means there is a connectivity
problem. Check your connections and contact the
helpdesk if the problem persists.
2

1) Plug your terminal in
A
Remove the cover to insert
the power cable into the
base. The thin end of the
cable goes into point A.
If you’re going to be using
the IP cable, insert one end
into the back of the terminal
base, and the other end into
your router socket. Then
plug the base into the mains
and lay the terminal on top
of it. Let it charge like that
for up to four hours.
2) Follow the screens
Your new Barclaycard Flex Terminal will take you through each step.
Use the keypad or tap the buttons on the screen. You can do this with your fingers (or thumbs) – or with the stylus found under your terminal.
3

3) Handy things to know as you’re following the screens
Once powered up, your terminal will automatically come to life – if it doesn’t, press the button and the screen should light up.
Now, just follow the onscreen instructions. These are the buttons you’ll need to use the most:
Menu – gives you access to additional terminal functions. ‘Ok’ – confirms or submits data for verification or selects a highlighted item
from a menu.
Cancels any procedure in progress.
‘Cancel’ – deletes all data or, when prompted, cancels a transaction.
Clears the last character you typed.
‘Clear’ – deletes one character at a time or confirms errors during a
transaction.
Validates input and information – and switches your terminal on.
4

3) Handy things to know as you’re following the screens (continued)
Region
Your terminal will offer you a number of regions
to connect in. Choose the region you’re in. Don’t
worry about dealing with customers from other
locations – your Barclaycard Flex Terminal will
work just the same.
Not using a connection option
If you don’t want to install all three methods –
Bluetooth, Wi-Fi or GPRS – press ‘Cancel’ (for
Bluetooth) or ‘Skip’ (for Wi-Fi or GPRS) when
prompted onscreen.
Connection method
Make your choice on the screen. ‘Automatic Scan’
is the simplest for WiFi connection – if you go for
‘Manual Connection’, you’ll need to search for the
connection you want by name and tap it in.
The Wi-Fi password
You’ll need the one you usually use to connect to
your router.
Security
Select ‘Personal Security’.
Merchant number
It’s on the sticker on the side of your terminal.
Supervisor code
The four-digit code needed to authorise certain
actions on your terminal, such as refunds. This
should be set by whoever’s in charge. Please note
the default code is 0000 until you change this
when installing your terminal.
3G
vodafone UK
13:37
03/10/2018
Reboot
In progress
A couple of times during the setup,
you’ll see a ‘Reboot In progress’ screen.
Don’t worry – it just means your
Barclaycard Flex Terminal is doing lots
of technical stuff behind the scenes
(so don’t do anything to it). It’ll soon
spring back to life.
5

4) Let’s do a test sale
(You will need your PDQ PIN
training card to complete this)
1) Key in an amount and press .
2) Tap or insert a PDQ PIN training card. If inserted, the terminal will prompt
for PIN to continue. (This can be found on the PDQ PIN training card.)
3) Key in the PIN and press . The terminal will print the customer receipt.
Remove the card and press .
4) The terminal will now print the merchant receipt.
Don’t worry if this comes back as Not Authorised, this is the expected
response.
5) You’re ready to trade
Important – end-of-day banking
End-of-day banking must be carried out after each day of
trading to ensure that all the payments you’ve taken are
submitted to us for processing. This is very important and
helps us to ensure you receive the payments on time.
1) At the ‘ready’ prompt, press the menu button twice and the system
menu is displayed. Select ‘totals’ and tap . The card machine will
display ‘end-of-day banking?’. Tap to proceed.
2) Enter your supervisor code.
3) Your card machine will now give you two options. Bank all by tapping .
Bank by each acquirer separately by tapping . If you choose to
bank by each acquirer (e.g. Amex, Barclaycard), you’ll need to select ‘yes’
or ‘no’ as required and the terminal will dial out to each acquirer and print
each report.
4) Once all the reports have been printed, the terminal will prompt you to
tear off the totals. If gratuity is enabled, the terminal will prompt you to
see if you would like to print the waiter totals.
6

One other point
Whenever you can… Leave your terminal on its base (so the battery stays fully charged).
If you ever need to turn your terminal off… With the terminal off the base, press and hold the and the buttons at the same time for one second.
The screen will then go dark. To turn it back on again, just put it back on the base.
Need a helping hand?
If you need more information, you’ll find our full guide at barclaycard.co.uk/flexterminalhelp. Or speak to your Barclaycard helpdesk:
barclaycard.co.uk/flexterminalhelp
0844 967 2808†
This document is available in large print, Braille or audio format by calling
0800 161 5350/1800 812 700*
*Calls to 0800 numbers are free from UK landlines and personal mobiles, otherwise call charges may apply. Calls to 1800 numbers are free from ROI landlines and personal mobiles otherwise call charges may apply.
Please check with your service provider. Calls may be monitored or recorded in order to maintain high levels of security and quality of service.
†Calls to 0844 numbers will cost no more than 7p per minute plus your phone company’s access charge (current at April 2020). Calls may be monitored or recorded in order to maintain high levels of security and quality of service.
Barclaycard is a trading name of Barclays Bank PLC and Barclaycard International Payments Limited.
Barclays Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 122702).
Registered in England No. 1026167. Registered Office: 1 Churchill Place, London E14 5HP.
Barclaycard International Payments Limited, trading as Barclaycard, is regulated by the Central Bank of Ireland. Registered Number: 316541. Registered Office: One Molesworth Street, Dublin 2, Ireland, D02 RF29.
Directors: Paul Adams (British), James Kelly, Mary Lambkin Coyle and Peter Morris.
Created 12/20.