Commonwealth Albert User manual

Albert
User Guide

2 Commonwealth Bank Albert User Guide
Which guide
should I use?
There are two versions of the Albert User Guide. To identify the correct version for you,
please refer to the Information bar on the top of your Albert terminal screen.
• If the Information bar is similar to the one below, please refer to this guide.
• If it is similar to following, please view the Albert User Guide, 2016 (PDF, 3.2MB).

Commonwealth Bank Albert User Guide 3
Contents.
Introducing Albert 4
1. Geing started 6
Geing to know the hardware 6
Finding your way around 7
Using Albert 8
2. Working with Albert 10
Powering Albert 10
Charging Albert 10
Changing the receipt roll 11
Recognising Albert’s alerts 12
3. Customising Albert 13
Choosing display features 13
Customising sounds 13
Seing up communications 13
Connecting an email account 14
Changing passwords 14
Forgoen Manager password 15
Accessing other options 16
Notifications and the Quick
Seings Menu 16.
4. Accessibility 17
We’re here to help 17
Accessible Mode 18
Learn how to use the solution 18
What if my customers are uncomfortable
using the Accessible Mode? 24
5. Caring for Albert 25
Caring for your device 25
The Payment app 26
1. Geing started 27
Geing to know the Payment app 27
2. Customising the Payment app 29
Access Seings 29
Payment app options 30
3. Accepting payments 31
Processing card payments 31
Processing mail or telephone
order (MOTO) payments 33
Cancelling payments 34
Viewing, printing and emailing receipts 35
4. Cashout transactions 36
Entering the cashout amount 36
Processing the cashout transaction 37
5. Processing refunds. 38
Entering the refund details 38
Processing card-present refunds 39
Processing mail or telephone
order (MOTO) refunds 40
Cancelling refunds 41
6. Tips and split bills 42
Adding tips 42
Creating tips reports 43
Spliing bills 44
7. Tracking transactions 46
Viewing transactions 46
Creating a Daily Totals Report 47
Finding a specific transaction 48
8. Tracking shis 49
Viewing shi details 49
Entering new shis 50
9. Selement 51
Viewing selement history 51
Entering manual selements 52
10. Pre-authorisation and completion 53
Pre-authorisation 53
Completion 54
11. Multi-merchant 57
Processing a payment on a
multi-merchant–enabled terminal 57
Need help? 58

4 Commonwealth Bank Albert User Guide
Introducing
Albert

Commonwealth Bank Albert User Guide 5
Meet Albert, a new portable and secure payment solution
for your business.
1.Simple.
Albert is easy to set up and use for all your customer payments.
2.Portable.
With 3G, Wi-Fi and Bluetooth connectivity, you can take Albert anywhere.
3.
Personal.
Customise Albert to suit your business, and use password protection to keep your
data safe.
4.
Accessible.
Albert allows people who are blind or have low vision to complete secure payments
using their PIN.
We’re here to help.
If you need help using Albert, call 1800 230 177, 24 hours a day, 7 days a week.

6 Commonwealth Bank Albert User Guide
1. Geing started.
We’ve designed Albert to be easy to navigate and use.
Geing to know the hardware.
Rear view
Merchant
feedback light Power buon
Receipt
perforator
Printer door
Merchant Context
buon
Side view
Printer door
release
Cover for micro
USB and power
outlets
Boom
view and
charging
dock
Camera
Headphone jack
Microphone
Charge
connection
points

Commonwealth Bank Albert User Guide 7
Finding your way around.
Home screen • Home screen: This
screen allows for up to
three pages of app icons.
Swipe le or right to
move between pages.
• App icons: Albert comes
with a number of pre-
installed apps. To launch
an app, just tap the icon.
Seings
app
App
bank
app
Split
Bill app
Payment
app
Cash
Counter
app
Information bar • Connection details: The
two le-hand icons show
the type of connection
and its strength.
• Baery: This icon shows
the remaining baery
power.
• Charging: The charge
symbol appears within the
baery icon when Albert
is charging.
• Time: The clock, in the
top right corner, updates
automatically.
Information bar
App icons
Merchant Context
Menu
Access the dierent app
functions here, or move
between apps and the Home
screen.
• To open, press the
Merchant Context buon
on the back right corner of
the device, or swipe down
on the screen using two
fingers.
• To hide, press the
Merchant Context buon
or swipe up on the screen.
Home screen

8 Commonwealth Bank Albert User Guide
Finding your way around.
Password screen Control access to dierent
apps and functions by seing
up passwords.
• Password screen: Once
you’ve set up a password,
use the touch screen
keypad to enter your
password when prompted,
then press OK.
Password screen
Tips • To find out how to change passwords, go to Section 3.
• To learn more about specific Albert apps, check out the app user
guides at www.commbank.com.au/merchantsupport.
Using Albert.
Touch screen Tap and swipe the touch
screen to access and move
between apps.
Tap and
swipe
screen

Commonwealth Bank Albert User Guide 9
Using Albert.
Navigating • Between Home and apps:
Tap an icon to open an
app from the Albert Home
screen. To leave the app,
tap Home in the Merchant
Context Menu.
• Within apps: Each app
has its own navigation
buons. To find out how to
navigate within a specific
Commonwealth Bank app,
see the relevant user guide.
• Navigation buon:
On pages where the
Navigation bar appears, tap
the Back arrow to return
to the previous screen.
Card readers • Albert comes with three card readers for dierent customer
payment options.
Follow the prompts when using the Payment app.
• For swipe: Use the magnetic strip card reader at the top of the
device.
• For tap: Use the contactless near-field communication (NFC) card
reader at the top of the screen.
• For insert: Use the chip card reader at the boom of the device.
For
swipe
card
For card
insert
For tap
card

10 Commonwealth Bank Albert User Guide
2. Working with Albert.
Powering Albert.
Switch on Press and hold the
power buon to switch
on Albert.
Power light
Power Buon
Wake up If Albert is switched
on but the screen is
blank, press the power
or Merchant Context
Menu buon once.
Switch o Press and hold the
power buon. When
the ‘power o’ prompt
appears, tap it to switch
o Albert.
Charging Albert.
Charge Albert with
a dock
1. Connect the charging
cable to the dock.
2. Place Albert on the
dock.
Charge Albert
without a dock
1. Remove the power
outlet cover on the
le side of the device.
2. Connect the charging
cable to the power
outlet.
Get baery alerts • Albert uses on-screen messages and sound alerts when the
baery level reaches 20%, 10% and 3%.
• When the baery level reaches 3%, you cannot continue with
a transaction until you start charging Albert, using either the
charging dock or the cable.
Note Albert comes with a partly charged baery.