Elavon Ingenico Tetra User manual

Store & Forward
(Batch Authorization)
© 2018 Elavon Inc. Elavon is a registered trademark in the United States and other countries. This document
is prepared by Elavon as a service for its customers. The information presented is general in nature and may
not apply to your specific situation. TRM-MSC-1491-US-1118
Ingenico Tetra
United States
Quick Reference Guide

Store & Forward |page 2
TIPS FOR PROCESSING
• Press ENTER to access the Main Menu
from the idle screen
• To scroll through the menu, use the up
and down arrows
• Select the number that corresponds to
the menu option of choice or press
ENTER when the selection is highlighted
F1 / START
ENTER /
YES
BACKSPACE /
DELETE
CANCEL /
BACK / NO
Store and Forward (Batch Authoriza-
tion) allows transactions to be
processed offline when a dial, IP or
GPRS wireless connection is unavail-
able. When in Store & Forward mode,
the terminal will print an offline receipt
with a terminal generated offline
approval code of S&F.
NOTE: Transactions processed in
Store & Forward are not approved
until they are authorized online.

Store & Forward |page 3
ENABLE STORE & FORWARD
MODE
Note: On/Comm Failure is the default
setting for S&F mode.
• Press .,#*
• Enter password and press ENTER
• Select SETUP MENU
• Select TRANS OPTIONS
• Select CREDIT
• Select STOREFORWARD
• Enter password and press ENTER
• Select STOREFORWARD
• Select ON/COMM FAILURE or ON
ALWAYS
• Press CANCEL until on the idle
display
DISABLE STORE & FORWARD
MODE
• Press .,#*
• Enter password and press ENTER
• Select SETUP MENU
• Select TRANS OPTIONS
• Select CREDIT
• Select STOREFORWARD
• Enter password and press ENTER
• Select STOREFORWARD
• Select OFF
• Press CANCEL until on the idle
display

Store & Forward |page 4
CREDIT SALE
• Select SALE
Terminal will display “Transaction will be
processed offline. Press any key.”
• Press ENTER
• Select CREDIT
• If prompted, enter Clerk/Server ID and
press ENTER
• Enter the amount and press ENTER
• Swipe, insert, or tap card, or manually
enter the account # and press ENTER
• Follow standard prompts
(The transaction captures and a
Merchant Copy of the receipt prints)
• Select YES to print Customer Copy
CREDIT RETURN
• Select RETURN
Terminal will display “Transaction will be
processed offline. Press any key.”
• Press ENTER
• Select CREDIT
• If prompted, enter Clerk/Server ID and
press ENTER
• Enter the amount and press ENTER
• Swipe, insert, or tap card, or manually
enter the account # and press ENTER
• Follow standard prompts
(The transaction captures and a
Merchant Copy of the receipt prints)
• Select YES to print Customer Copy

Store & Forward |page 5
VOID
• Select VOID
Terminal will display “Transaction will be
processed offline. Press any key.”
• Press ENTER
• Select ALL, REFERENCE # or
ACCOUNT #
• Locate the transaction to void (by
swiping the card or entering the
selected search criterion) and press
SELECT
• Select YES to Confirm Void or NO to
cancel transaction
(The transaction processes and a
Merchant Copy of the receipt prints)
• Select YES to print Customer Copy
TIP ADJUSTMENT
Tip adjustments must be completed
while S&F is enabled
• Select TIP ADJUSTMENT
• Select ALL, REFERENCE # or
ACCOUNT #
• Locate the transaction to adjust (by
scrolling through the list of transactions
or entering the selected search
criterion) and press SELECT
• Select YES to Confirm adjustment
• Enter Tip Amount and press ENTER
(Terminal will display “Captured”)
• Select YES to print Customer Copy

Store & Forward |page 6
SETTLEMENT
• Select SETTLEMENT
Terminal will display “Stored Transactions must be authorized. Proceed?”
• Select YES to authorize
• Enter password and press ENTER
Terminal will communicate to authorize the stored transaction(s) online and print
receipt(s). If transaction(s) cannot be authorized online, the terminal will print failed
receipt(s). Terminal will display “Close Batch and Deposit Funds?”
• Select YES to Close Batch and Deposit Funds or NO to cancel settlement
• Select ACCEPT to confirm batch totals or CANCEL to cancel settlement
• The Settlement processes and the Settlement Report prints
STORE & FORWARD REPORT
• Select OTHER
• Select REPORTS MENU
• Select STORED TRANSACTIONS
• The Stored Transactions Report will print