Ingenico iWL250B User manual

Payments
Global Payments Short-Range
Wireless – iWL250B
Quick Reference Guide
July 2019

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Table of Contents
1 – Introduction ............................................................................................................................................. 4
2 – General Tips ........................................................................................................................................... 4
3 – Basic Terminal Operations ..................................................................................................................... 4
Before You Begin............................................................................................................................. 4
How to Use This Guide.................................................................................................................... 4
Unpacking the Box .......................................................................................................................... 4
Terminal ON/OFF ............................................................................................................................ 5
Terminal Keyboard .......................................................................................................................... 5
Data Entry........................................................................................................................................ 5
Access Administrator Menu............................................................................................................. 8
Password Management................................................................................................................... 8
4 – Changing the Terminal Language .......................................................................................................... 9
5 – Accepting Payment Cards ...................................................................................................................... 9
To Conduct a Chip Card Transaction .............................................................................................. 9
To Conduct a Magnetic Stripe Transaction ..................................................................................... 9
To Conduct a Contactless Transaction ......................................................................................... 10
6 – Sale (Credit or Debit)............................................................................................................................ 10
7 – Auth Only (Credit) ................................................................................................................................. 12
8 – Void (Credit or Debit)............................................................................................................................ 12
9 – Pre-Auth and Completion (Optional) .................................................................................................... 13
10 – Return ................................................................................................................................................. 14
11 – Performing a Settlement (Closing the Terminal) ................................................................................ 15
12 – Reprint ................................................................................................................................................ 15
13 – Demo Mode ........................................................................................................................................ 16
14 – Clerk Settings ..................................................................................................................................... 16
15 – Batch Menu......................................................................................................................................... 17
16 – Reports ............................................................................................................................................... 18
17 – Terminal Security................................................................................................................................ 18
Use Passwords for Protection ....................................................................................................... 18
Terminal Security........................................................................................................................... 20
18 – Key Beep & Backlight ......................................................................................................................... 20
19 – Locating Communication And Charging Bases.................................................................................. 21
20 – Installation Procedure......................................................................................................................... 21
Connecting the Terminal on the Base ........................................................................................... 22

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Cable and Power Connection on the Receiving Base................................................................... 22
Power Connection on the Charging Base ..................................................................................... 23
21 – Base Configuration ............................................................................................................................. 23
22 – Replacing the Paper Roll.................................................................................................................... 23
23 – Troubleshooting.................................................................................................................................. 24
Receipt Paper is Jammed ............................................................................................................. 24
Card Reader Does Not Work Properly (Cards are Not Read) ...................................................... 24
Terminal Does Not Work Properly................................................................................................. 25
Low Battery.................................................................................................................................... 25
Receipt is Blank ............................................................................................................................. 25
24 – Auto Download (IP Terminal Only)..................................................................................................... 25
25 – Cleaning.............................................................................................................................................. 26
26 – Terminal Specifications ...................................................................................................................... 26
27 – Service and Support ........................................................................................................................... 27
Returning a Terminal for Service................................................................................................... 27

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1 – Introduction
Global Payments offers merchants a wide variety of leading payment technology solutions, all from one reliable source. As
one of the world’s largest and most trusted payment technology solution providers, Global Payments combines industry-
leading expertise with over 50 years of Canadian-specific experience. This power combination allows us to deliver
comprehensive solutions that are personalized to your needs.
This guide is your primary source of information for operating, setting up and installing the Global Payments Short-Range-
Wireless – iWL250B terminal. For terminal-related questions or support, please contact Global Payments Customer Care.
2 – General Tips
The following tips provided will help ensure you continue to process smoothly with Global Payments Canada:
1. This reference guide contains information on the features and functions capable on your terminal, as well as basic
troubleshooting techniques. Keep this guide in an easy-to-find location.
2. Perform a settlement daily; this ensures that your funds are constantly deposited into your bank account on a regular
basis.
3. Change your passwords frequently. Changing passwords frequently ensures you protect yourself from unauthorized use
of your terminal.
4. If you have a problem with your terminal, check your cabling and attempt a reset by unplugging and re-plugging the power
supply.
5. If you have a communication problem with your terminal, verify that there are currently no outages reported by your
telephone company or your Internet service provider.
6. The Global Payments Canada Customer Service line is open 24 hours a day, 7 days a week, to ensure there is always
someone available to assist you.
3 – Basic Terminal Operations
Before You Begin
For terminal set-up instructions, refer to Section 20.
CAUTION:
Due to risk of shock or terminal damage, do not use
the terminal near water, in a wet basement, bathtub,
washbowl, kitchen sink, laundry tub or near a
swimming pool. Do not use in flammable
environments.
How to Use This Guide
The terminal contains both ATM-style buttons (screen function keys) for variable screen menu selection options and pre-
configured numeric key pad and function buttons. Variable on-screen menus will appear in bold throughout this guide. Press
the corresponding screen function key below the display to select that option. Pre-configured buttons will appear in CAPS.
Unpacking the Box
Carefully inspect the shipping carton and its contents for shipping damage. If the content is damaged, file a claim immediately
with the shipping company and notify Global Payments. Do not try to use damaged equipment.
Remove the items from the carton. You should have the following items, according to what was ordered:
•An Global Payments Short-Range Wireless – iWL250B terminal with paper roll installed
•Receiving base or charging base
•An external power supply for the base

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•Roll of thermal printer paper
•Quick Reference Guide
•Telephone cable and/or Ethernet cable
Terminal ON/OFF
Press and hold the green [Enter] key to power on the device; the terminal will initiate an application check and then enter the
idle screen. To power off the device, press the yellow [Correction] key and the [Administrator] button simultaneously for one
second.
Terminal Keyboard
The terminal keypad contains 10 numeric keys (0-9), an up/down scroll key, a green [Enter] key, a red [Cancel] key, a yellow
[Correction] key and a number of additional function keys. The exact number of additional function keys varies by terminal
model.
Special function keys provide customers with quick and easy access to frequently used functions and tasks. The following
special function keys are present on the terminal: [F], [F1], [F2], [F3], [F4] and up/down navigator.
NOTE:
Throughout the Quick Reference
Guide, the [
▼
] navigator key
indicates scroll down and the [
▲
]
navigator key indicates scroll up.
Data Entry
Numeric Data Entry
The terminal keypad will automatically default to a numeric-only keypad when entering data into numeric-only fields, such as
card number and amount prompts. See the following examples:

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Card number is a numeric data item. To enter the value “544619999,” press [5], [4], [4],[6], [1],[9],[9],[9] and [9] on the
keypad.
TRANSACTION NAME
Card Number
[544619999]
Then press [Enter] to confirm the data entered. The terminal then starts validation.
For amount entries, the terminal initially displays $0.00. For example, to enter the value “$5.30,” press [5], [3] and [0]. No
decimal point is entered.
TRANSACTION NAME
Enter Sale
Amount
[$5.30]
Then press [Enter] to confirm the data entered. The terminal then starts validation.
Text Data Entry
When performing data entry into text-only fields, the terminal keypad automatically defaults to all alpha characters.
Alphanumeric Data Entry
NOTE:
When performing data entry on screens that accept both
alpha and numeric characters, the method of using a shift
key “F” to access the alpha characters and special
characters is implemented. By pressing the numeric key first
and then pressing the “F” key, you can scroll through all
characters programmed on that key.
The Administrator key is also designated for other special characters; it is marked with a period, comma, # (pound) and *
(asterisk). To select one of the special characters, press that key and then press the ‘F’ key until the desired character
appears.
An alphanumeric data entry example is shown below:
FOOTER S
Enter Footer 1
Amount
[]
Footer 1 is an optional alphanumeric data item from zero to 24 characters. The following example shows how to enter the
message “Open 24HR” using multiple key presses.
Step Terminal Display Merchant Action
1
FOOTERS
No action.
Enter Footer 1
[]
2
FOOTERS
Press [6] once.
Press [F] key three times.
Enter Footer 1
[O]

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3
FOOTERS
Press [7] once.
Press [F] four times.
Enter Footer 1
[Op]
4
FOOTERS
Press [3] once.
Press [F] five times.
Enter Footer 1
[Ope]
5
FOOTERS
Press [6] once.
Press [F] five times.
Enter Footer 1
[Open]
6
FOOTERS
Press [0] once.
Press [F] two times.
Enter Footer 1
[Open ]
7
FOOTERS
Press [2] once.
Enter Footer 1
[Open 2]
8
FOOTERS
Press [4] once.
Enter Footer 1
[Open 24]
9
FOOTERS
Press [4] once.
Press [F] two times.
Enter Footer 1
[Open 24H]
10
FOOTERS
Press [7] onces.
Press [F] two times.
Press [Enter] to confirm data entry.
Enter Footer 1
[Open 24HR]
The following are data entry keys:
iWL250B Characters Accessed
1,Q, Z,q,z
2, A, B, C, a, b, c
3, D, E, F, d, e, f
4, G, H, I, g, h, i
5, J, K, L, j, k, l
6, M, N, O, m, n, o
7, P, R, S, p, r, s
8, T, U, V, t, u, v
9, W, X, Y, w, x, y,

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0, hyphen, space
Period, comma, #, *,
underscore, @, /, \, ; (semi-
colon), : (colon) , $, %, (, ),
&, and ‘ (apostrophe)
Access Administrator Menu
The Administrator Menu is the place where all merchant parameter information is stored. It can only be accessed with a valid
administrator name and password. The administrator menu is displayed from the idle screen when the Administrator [.,#*]
key is pressed. Before displaying the administrator menu, the terminal will prompt you to enter the administrator name and
administrator password.
Password Management
The Global Payments Short-Range Wireless – iWL250B offers multi-level passwords that can be used for different purposes.
You can set up a maximum of four levels of passwords. These passwords – from the highest level to the lowest level – are:
administrator password, manager password, supervisor password and clerk password.
Administrator Password
Your administrator password is an important security feature of your terminal. It is used to access the administrator menu.
Your default administrator name is 1, and terminal is pre-programmed with a default administrator password. Before you start
using the terminal, please call Global Payments Customer Care at 1-800-263-2970 to set up your personalized password
The administrator password is between 7 and 12 alpha and numeric characters (min=7, max=12). At least 1 alpha and 1
numeric character must be used.
If the wrong administrator password is entered more than four (4) consecutive times while trying to access the administrator
menu, the user will be locked out. At this point, please call Global Payments Customer Care for help at 1-800-263-2970.
You should change your password periodically for maximum protection against fraud. Please call Global Payments Customer
Care to set up or change your administrator password.
Manager/Supervisor/Clerk Passwords
The manager, supervisor and clerk passwords are set up by the administrator in the administrator menu. There is only one
manager, one supervisor and one clerk password. There is no user name associated with any of these passwords.
The manager, supervisor and clerk password length is seven alpha and numeric characters. The password can consist of any
number of alpha or numeric characters.
Manager, supervisor and clerk passwords cannot be locked out and do not expire.
Password Hierarchy
The password hierarchy is as follows:
•Administrator password
•Manager password
•Supervisor password
•Clerk password
A higher level password is accepted in the place of a lower level password. Example: If the application prompts for the
clerk password, then the supervisor, manager and administrator passwords will also be accepted.
Set Up Your Passwords
NOTE: Your default administrator name is 1. To set up your
administrator password, please call Global Payments
Customer Care at 1-800-263-2970.

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To set up or change the manager password, supervisor password or clerk password:
1. At the idle menu, press the administrator [.,#*] key for the administrator menu.
2. Key in the administrator name and press [Enter].
3. Enter the administrator password and press [Enter].
4. Press [▼] button to scroll down until Security is highlighted and press [Enter].
5. Press [▼] button to scroll down to highlighted PWParams and press [Enter].
6. Select the password to be changed ([1]- PWManager for manager password, [2]- PWSup for supervisor password and
[3] - PWClerk for clerk password) and then press [Enter].
7. Terminal prompts “Enter Password.”
8. Enter new password and press [Enter].
9. Press [Cancel] to return to the idle screen.
If you forget your password, please call Global Payments’ Customer Care at 1-800-263-2970.
For instructions on how to use each password level to protect sensitive information, please refer to Section 17.
4 – Changing the Terminal Language
1. Press [Cancel] to return to the idle screen.
2. At the idle screen, press [F4].
3. The idle screen is re-displayed in the alternate language (English or French).
5 – Accepting Payment Cards
To Conduct a Chip Card Transaction
1. Press the [Enter] key to enter main menu.
2. Select a transaction type and follow the prompts accordingly.
3. Position the chip card with the chip side facing upward, as shown below.
4. Insert the chip card into the smart card reader slot in a smooth, continuous motion until it seats firmly.
5. Remove the card only when the application indicates the transaction is complete.
CAUTION:
Leave the chip card in the reader until the transaction
is complete. Premature card removal will invalidate
the transaction.
To Conduct a Magnetic Stripe Transaction
1. Press the [Enter] key to enter the main menu.
2. Select a transaction type and follow the prompts accordingly.
3. Position a magnetic card with the stripe in the card reader facing inward, toward the keypad.
4. To ensure a proper read of the magnetic swipe card, the user should insert the magnetic card from the top of the unit, as
shown below.
5. Swipe the card through the magnetic card reader.

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To Conduct a Contactless Transaction
1. Press the [Enter] key to enter the main menu.
2. Select a transaction type and follow the prompts accordingly.
3. Bring the card firmly up to the active zone above the display (at about 1 cm). Keep the card close to the display during the
transaction.
4. Your contactless terminal has a row of four status lights that are visible on the display. When a contactless transaction is
started the first (left hand) status light will be lit steadily; this indicates that the contactless display is in use but a card is
not being read.
5. When a contactless card is presented to the contactless active zone during a transaction, the second, third and fourth
status lights will be lit in turn. The card read is successful when all four status lights are lit and the confirmation tone is
heard.
6 – Sale (Credit or Debit)
The Sale transaction is the most common transaction for general retail applications.
NOTE:
If you are presented with a card with a chip on it,
insert the card in the chip reader on the terminal with
the chip facing up and in. Leave the card in the reader
until the transaction is completed.
For Chip card sale transactions:
1. At the idle screen, press [Enter] to enter the main menu, and then press [1] to select Sale.
2. Enter the clerk ID (if enabled) and press [Enter].
3. Enter the invoice # (if enabled) and press [Enter].
4. Key in the transaction amount and press [Enter].
5. Terminal displays “Pass Terminal to Customer,” the cardholder presses [F1] to confirm the transaction amount.
6. If tip is enabled, customer can select either [1]-Tip percentage, [2]-Tip amount, or [3]-No Tip. If tip percentage is
selected, cardholder then can select one of three pre-set tip percentage options, or select Other% to key in a specific tip
percentage and press [Enter] to confirm. If tip amount is selected, cardholder can enter dollar amount for tip and press
[Enter] to confirm.
NOTE:
If the pre-set tip percentage option is not enabled,
simply key in the tip percentage. To activate the pre-
set tip percentage option, please contact Global
Payments Customer Care at 1-800-263-2970.

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7. The cardholder presses [F1] for Yes to confirm the total amount.
8. Terminal displays “Swipe/Insert/Tap Card” and the cardholder inserts the card.
9. Select language (if enabled).
10. The cardholder processes customer EMV prompts.
11. For debit transactions, enter the cashback amount (if enabled).
12. For debit transactions, enter the surcharge amount (if enabled).
13. The cardholder presses [F1] for Yes to confirm the total transaction amount.
14. For debit card transactions, customer selects [CHQ] or [SAV] and then enters PIN.
15. For credit card transactions, if the card is issued outside Canada and eligible for HomeCurrencyPay (HCP), the terminal
will calculate the total transaction amount in the home currency of the country where the card is issued, based on HCP’s
real-time currency exchange rate. The cardholder decides whether to pay in his/her home currency or Canadian dollars
(CAD). Press [F1] to accept the currency conversion, or press [F4] to decline HCP and pay in CAD.
16. Customer presses [Enter] and hands the terminal back to clerk.
17. Terminal starts to communicate with Global Payments. Once the transaction is complete, the merchant copy of the receipt
is printed.
18. Press [Enter] to print the customer copy of the receipt.
NOTE:
If the chip card is not supported, one of the following
messages will display: “Application Not Supported Swipe
Allowed Remove Card,” “Can’t Read Chip Swipe Allowed
Remove Card,” “Not Processed Swipe Allowed Remove
Card.” You may then attempt to process the transaction
using the magnetic stripe.
For swiped/manual entry sale transactions:
1. At the idle screen, press [Enter] to enter the main menu, and then press [1] to select Sale.
2. Enter the clerk ID (if enabled) and press [Enter].
3. Enter the invoice # (if enabled) and press [Enter].
4. Key in the transaction amount and press [Enter].
5. Terminal displays “Pass Terminal to Customer,” the cardholder presses [F1] to confirm the transaction amount.
6. If tip is enabled, customer can select either [1]-Tip percentage, [2]-Tip amount, or [3]-No Tip. If tip percentage is
selected, cardholder then can select one of three pre-set tip percentage options, or select Other to key in a specific tip
percentage and press [Enter] to confirm. If tip amount is selected, cardholder can enter dollar amount for tip and press
[Enter] to confirm.
7. The cardholder presses [F1] for Yes to confirm the total amount
8. Terminal displays “Swipe/Insert/Tap Card,” the cardholder swipes the card or manually enters the card number.
9. For debit transactions, enter the cashback amount (if enabled).
10. For debit transactions, enter the surcharge amount (if enabled).
11. The cardholder presses [F1] for Yes to confirm the total transaction amount.
12. For debit card transactions, customer selects [CHQ] or [SAV] and then enters PIN.
13. For credit card transactions, if the card is issued outside Canada and eligible for HomeCurrencyPay (HCP), the terminal
will calculate the total transaction amount in the home currency of the country where the card is issued, based on HCP’s
real-time currency exchange rate. The cardholder decides whether to pay in his/her home currency or Canadian dollars
(CAD). Press [F1] to accept the currency conversion, or press [F4] to decline HCP and pay in CAD.
14. For credit cards, enter the last four digits of the card number (if enabled) and then press [Enter].(This extra step helps to
reduce fraud and chargebacks.)
15. Customer presses [Enter] and hands the terminal back to clerk. Press [Enter] and the terminal starts to communicate
with Global Payments.
16. Once the transaction is complete, the merchant copy of the receipt is printed.
NOTE:
For credit cards only, the receipt is signed by the cardholder.
A signature is not required for debit cards.

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17. Press [Enter] to print the customer copy of the receipt.
For contactless sale transactions:
1. At the idle screen, press [Enter] to enter the main menu, and then press [1] to select Sale.
2. Enter the clerk ID (if enabled) and press [Enter].
3. Enter the invoice # (if enabled) and press [Enter].
4. Key in the transaction amount and press [Enter].
5. Terminal displays “Pass Terminal to Customer,” the cardholder presses [F1] to confirm the transaction amount.
6. If tip is enabled, customer can select either [1]-Tip percentage, [2]-Tip amount, or [3]-No Tip. If tip percentage is
selected, cardholder then can select one of three pre-set tip percentage options, or select Other to key in a specific tip
percentage and press [Enter] to confirm. If tip amount is selected, cardholder can enter dollar amount for tip and press
[Enter] to confirm.
7. The cardholder presses [F1] for Yes to confirm the total amount.
8. Terminal displays “Swipe/Insert/Tap Card,” the cardholder swipes the card or manually enters the card number.
9. Cardholder taps his/her card if the card is a contactless card.
10. Terminal starts to communicate with Global Payments. Once the transaction is complete, the merchant copy of the receipt
is printed.
11. Press [Enter] to print the customer copy of the receipt.
If the terminal cannot read the credit card, you must enter the card number manually and then use your imprinter to take an
imprint of the card and retain a signed copy for your records. If a debit card cannot be swiped, you must ask for another form
of payment. Debit cards cannot be entered manually.
7 – Auth Only (Credit)
An auth only transaction is used to reserve an amount against a card holder’s available credit limit for a certain period of time.
Note that auth only is a non-draft capture transaction and will not settle transactions.
1. At the idle screen, press [Enter] to enter the main menu, and then press [0] to select Auth only.
2. Key in the total auth only amount and press [Enter].
3. Terminal displays “Pass Terminal to Customer,” and then hand the terminal to the cardholder.
4. The cardholder swipes his/her card/manually enters card number/inserts the chip card/taps the card.
5. The cardholder processes customer EMV prompts and enters PIN.
6. Enter the last four digits of the card number (if enabled) and then press [Enter]. (This extra step helps to reduce fraud and
chargebacks.)
7. Terminal will connect with host and print auth only receipt.
8 – Void (Credit or Debit)
If you have entered the wrong amount or need to cancel a transaction, use the Void transaction (instead of Refund) wherever
possible. Transactions that are voided will not appear on cardholder statements. Customers must be present for a void
transaction on a debit card.
NOTE:
Transactions can only be voided before they are
settled.
1. At the idle screen, press [Enter] to enter the main menu.
2. Press [3] or use [▼] button to scroll down until Void is highlighted and press [Enter].
3. Enter manager password and press [Enter].

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4. Terminal prompts Void Pre-Auth; press [F1] for Yes and proceed to step 5, or [F4] for Non Pre-Auth void and proceed
to Step 7.
5. If Pre-Auth Void is selected in step 4, merchant then selects [F1] for All or [F4] for One.
6. If All is chosen, a report will print for all open Pre-Auth in the batch. If One is chosen, proceed to next step.
7. Press the key that corresponds to the desired search option. NOTE: Cust PO # option is for commercial cards only.
8. Enter the transaction number from the original receipt (top of the receipt) and press [Enter].
9. When the transaction to void is found, press [F4] for Select. Press the [▼] button to select the next transaction in the list.
NOTE:
A credit card or non-chip debit card can also be
swiped instead of choosing a search option.
10. For credit card, proceed to step 15.
11. For debit card, pass the terminal to the cardholder. The cardholder swipes/inserts his/her debit card. NOTE: Debit cards
cannot be manually entered.
12. The cardholder presses [Enter] to confirm the transaction amount.
13. The cardholder selects [CHQ] or [SAV].
14. The cardholder enters the PIN and presses [Enter].
15. The cardholder hands the terminal back to the clerk.
16. Press [Enter] and the terminal starts to communicate with Global Payments. Once the transaction is complete, the
merchant copy of the receipt is printed.
17. Press [Enter] to print the customer copy of the receipt.
9 – Pre-Auth and Completion (Optional)
Pre-auth is used at restaurants for credit transactions when the terminal is NOT brought to the patron. Using the pre-auth
transaction allows you to enter a different amount at the end of the transaction. The original authorization is for the amount
before tip (pre-auth) and the final amount (completion) includes the tip.
Pre-Auth – Authorize the amount before tip:
1. At the idle screen, press [Enter] to access the main menu.
2. For retail merchants, press [5] or use [▼] button to highlight Pre-Auth and press [Enter]; for restaurant merchants, press
[4] or use [▼] button to highlight Pre- Auth and press [Enter].
3. Press [1] for Pre- Auth, or press [2] for Incremental Auth
4. Enter the clerk ID (if enabled) and press [Enter].
5. Enter the invoice # (if enabled) and press [Enter].
6. Enter the transaction amount and press [Enter].
7. Press [Enter] and hand the terminal to cardholder.
8. Swipe/insert or manually enter the credit card.
9. Enter the Expiry Date if the card is manually entered.
10. Select language (if enabled).
11. The cardholder enters the PIN and presses [Enter].
12. For credit cards, if the card is issued outside Canada and eligible for HomeCurrencyPay (HCP), the terminal will calculate
the total transaction amount in the home currency of the country where the card is issued, based on HCP’s real-time
currency exchange rate. The cardholder decides whether to pay in his/her home currency or Canadian dollars (CAD).
Press [F1] to accept the currency conversion, or press [F4] to decline HCP and pay in CAD.
13. The cardholder passes the terminal back to the merchant.
14. Press [Enter] and the terminal starts to communicate with Global Payments. Once the transaction is complete, the
merchant copy of the receipt is printed.
15. Press [Enter] to print the customer copy of the receipt.

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NOTE:
HCP is not supported in pre-auth transactions if the
merchant is in restaurant profile. HCP is only enabled
in pre-auth transactions for retail merchants.
Completion – Complete the transaction for the final amount including tip:
1. At the idle screen, press [Enter] to access the main menu.
2. Use [▼] button to highlight Pre Auth Completion.
3. Press the key that corresponds to the desired search option. NOTE: Cust PO # option is for commercial cards only.
4. Press [F4] (Select) once the transaction is located.
5. Confirm the pre-auth amount and press [Enter] to confirm, or [F4] to change the amount.
6. Enter new amount and press [Enter].
7. The terminal starts to communicate with Global Payments (or HCP host for an HCP completion). Once the transaction is
complete, the merchant copy of the receipt is printed.
8. Press [Enter] to print the customer copy of the receipt or press [Cancel] if the customer copy is not required.
NOTE:
Pre-auth will not settle transactions. Completion will
settle transactions.
NOTE:
HCP completions are only available in retail mode.
The RRN and authorization code from the original
HCP pre-authorization must be used for the
completion request.
NOTE: If temrinal is enabled with Incremental Auth, only maximum 2 incremental auths are allowed to be added onto original
pre-auth transaction, Performing one completion will complete both original pre-auth and its incremental auths.
10 – Return
Use the Return transaction to credit a cardholder.
1. At the idle screen, press [Enter] to access the main menu.
2. Press [2] or use [▼] button to highlight Return and press [Enter].
3. Enter manager password and press [Enter].
4. Enter total return amount (including tip and cashback) and press [Enter].
5. Press [Enter] and hand the terminal to cardholder.
6. The cardholder swipes or inserts the credit card.
7. For debit card, pass the terminal to the cardholder. The cardholder swipes or inserts his/her debit card. NOTE: Debit
cards cannot be manually entered.
8. The cardholder presses [Enter] to confirm the transaction amount.
9. The cardholder selects [CHQ] or [SAV].
10. The cardholder enters PIN, presses [Enter] and hands the terminal back to clerk.
11. The terminal starts to communicate with Global Payments. Once the transaction is complete, the merchant copy of the
receipt is printed.
12. Press [Enter] to print the customer copy of the receipt.

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NOTE:
Transaction password protection is highly
recommended for return transactions. Please refer to
Section 17 for password setup. The cardholder must
be present for a debit return.
11 – Performing a Settlement (Closing the Terminal)
You should perform a terminal settlement at least once per day. This ensures prompt payment and reduces the chance of
chargebacks.
1. At the idle screen, press [Enter] to access the main menu.
2. For retail merchants, press [7] or use [▼] button to scroll down to highlight Settlement and press [Enter]; for restaurant
merchants, press [6] or use [▼] button to scroll down to highlight Settlement and press [Enter].
3. Enter the manager password and press [Enter].
4. Press [F1] to select Yes to close the current batch or [F4] to select No, or [Cancel] if you do not wish to settle at this time.
5. Press [F1] to confirm the batch totals.
6. The terminal starts to communicate with Global Payments to close the batch.
7. Once the transaction is complete, a Close Batch Settlement report is printed, giving the status of the close batch
operation. Confirm the receipt displays “Batch ### Closed” to verify that the settlement is complete.
These transactions will be processed and your account(s) will be credited. The funds will be available in your account(s)
according to the arrangements you made with Global Payments.
CAUTION:
If the terminal displays “Out of Balance” at the end
of the settlement procedure, please contact Global
Payments Customer Care at 1-800-263-2970.
NOTE: Auto Settle function is available on your terminal. To
activate Auto Settle, please contact Global Payments
Customer Care at 1-800-263-2970.
12 – Reprint
This option allows you to reprint either the last transaction entered or search for the appropriate transaction.
1. At the idle screen, press [Enter] to access the main menu.
2. For retail merchants, press [8] or use [▼] button to scroll down to highlight Reprint and press [Enter]; for restaurant
merchants, press [7] or use [▼] button to scroll down to highlight Reprint and press [Enter].
3. Press [1] to reprint last transaction, or press [2] to search for the transaction you wish to reprint.
4. If Search is selected, select Yes [F1] to reprint the pre-auth receipt and No [F4] to reprint a non pre-auth receipt. If Yes is
selected, terminal will search pre-auth batch.
5. Press the key that corresponds to the desired search option: [1]-All,[2]- Reference #,[3]-Clerk #,[4]-Invoice #,[5]-
Account #, [6]-Cust PO# and [7]-Approval Code.
6. When the transaction to reprint is found, press [F4] (Select). Press [▼] button to select the next transaction in the list.
7. Select which copy to reprint: [1]-Merchant Copy,[2]-Customer Copy and [3]-Both.

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13 – Demo Mode
The demo mode on the terminal helps you to become familiar with the terminal and to train new staff. All transactions in demo
mode are simulated and are not processed. Remember to exit demo mode before processing real transactions.
NOTE:
You must perform a settlement before you can enter
demo mode.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Select [3] or use [▼] button to scroll down to highlight Setup Menu.
4. Use [▼] button or press [6] to highlight Demo and press [Enter].
5. Select Yes to enable/disable demo mode and then press [Enter].
6. Press [Cancel] to go to the training idle screen.
NOTE:
The terminal must be removed from training mode
before conducting live transactions. To return to “live”
mode, repeat the procedure in the steps above.
14 – Clerk Settings
The application allows you to track transactions by the clerk. From the clerk menu, the user has the option to Add, Delete or
Print a Clerk ID list.
Add Clerk ID
This option allows you to add a clerk ID up to six (6) digits long.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and password, and then press [Enter].
3. Select [1] to highlight Clerk Menu.
4. Select [1] to highlight Add ID.
5. Enter new clerk ID, and press [Enter].
6. Enter new clerk name, and press [Enter].
7. Terminal will display “Clerk ID Added” if it is successfully added, and then prompt “Add another?”
8. Select Yes to add another clerk ID, or No to return to the clerk menu.
Delete Clerk ID
This option allows you to delete a previously entered clerk ID. The clerk ID can only be deleted if there are no pending
(unsettled) transactions for that clerk.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Select [1] to highlight Clerk Menu.
4. Select [2] to highlight Delete ID.
5. Enter clerk ID and press [Enter].
6. Terminal will display “Clerk Deleted” if it is successfully deleted.
Print Clerk ID List
This option allows you to print a list of the clerks. After the list completes printing, the terminal returns to the clerk menu. Select
[3] Print ID List to print the ID list.

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1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Select [1] to highlight Clerk Menu.
4. Select [3] to highlight Print ID List.
Clerk Prompt
This section is used to enable clerk prompting. If clerk prompting is enabled, you will be prompted for either the ID or ID plus
Name. If there is at least one record in the open batch or pre auth batch, the error message “Must Settle Batch” or “Pre-Auth
Existing” is shown and the user is not allowed to change this setting.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Select [1] to highlight Clerk Menu.
4. Select [5] to highlight Clerk Prompt.
5. Select [1] for Off,[2] for ID Only or [3] for ID & Name.
Clerk Wording
This section sets the wording of the clerk prompt.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Select [1] to highlight Clerk Menu.
4. Select [6] to highlight Clerk Wording.
5. Select [1] for Clerk,[2] for Server or [3] for Cashier.
15 – Batch Menu
Using the Batch menu, you can display the batch totals and history, change the current batch number and delete the current
batch.
Batch Total
This feature will allow you to view the current batch grand totals.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, then press the [Enter] key.
3. Select [2] to highlight Batch Menu.
4. Select [1] to highlight Batch Total.
5. Press [Enter] to return to Batch Menu.
View Batch History
This feature will allow you to view the batch number and totals of up to thirty previous batches settled.
NOTE:
This feature will not be available when the application
is in demo mode; “FEATURE DISABLED”will
display.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Select [2] to highlight Batch Menu.
4. Select [2] to highlight View Batch History.
5. Select the batch you would like to view: [1] for Batch #,[2] for All and [3] for Last Batch.
Delete Batch
This feature will delete all transactions in the current batch.

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1. At idle menu press [.,#*] for the administrator menu.
2. Select [2] to highlight Batch Menu.
3. Select [3] to highlight Delete Batch.
4. Enter administrator name and press [Enter].
5. Enter administrator password and press [Enter].
6. Terminal prints Batch Delete report and prompts “Confirm Deletion?”
7. Select Yes or No.
8. Terminal displays “Deletion Complete” after selecting Yes.
9. Terminal prints activity report and returns to Batch Menu.
CAUTION: DO NOT delete the batch before the current batch is settled.
16 – Reports
To generate reports, follow the steps below:
1. At the idle screen, press [Enter] to access the main menu
2. Use [▼] to scroll down to highlight Report and press [Enter].
3. Select the report you want to generate:
•[Details] to print detailed information for each transaction.
•[Summary] to print the terminal totals by card type.
•[Clerk],select [All],or [Clerk ID] to print card type totals for the current batch for all clerks or by individual clerk. If
[Clerk ID] is selected, the terminal prompts for the clerk ID to be entered in order to print the appropriate clerk report.
•[Open Pre-Auth],select [All],or [Date] to print incomplete pre- authorizations or just the ones from a specific date
(YYYY/MM/DD).
NOTE:
A report will print after a successful batch settlement.
17 – Terminal Security
Use Passwords for Protection
Set up passwords to protect the administrator menu options, transactions and reports menu options.
Administrator Menu Password Protection
Administrator menu options will be configured to prompt for an administrator, manager, supervisor or clerk password.
Administrator menu options that are set up to be password protected will not require entry of a user name. The application will
accept the required password and any qualified higher level passwords as shown in the password hierarchy.
The table below shows a list of the administrator menu options that can be password protected and the associated
parameters:
Administrator Menu
Option Associated Parameter
Reports Menu PWReports
Clerk Menu PWClerkMenu
Batch Menu PWBatch

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Setup Menu PWSetup
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Press [6] or use [▼] button to scroll down until Security is highlighted.
4. Press [4] or use [▼] button to scroll down to highlight Administrator Menu PWs and press [Enter].
5. Press [▼] button to scroll down to highlight the associated parameter and press [Enter].
6. Select which password ([1]-Off,[2]-Supervisor,[3]-Manager, [4]-Administrator or [5]-Clerk) you want to use for
protection of the selected administrator menu option.
Reports Menu Password Protection
All menu options in the reports menu can be password protected and can be configured at the terminal level.
Reports menu options will be configured to prompt for an administrator, manager, supervisor or clerk password. Reports menu
options that are set up to be password protected will not require entry of a user name. The application will accept the required
password and any qualified higher level passwords as shown in the password hierarchy.
The table below shows a list of the reports menu options that can be password protected and the associated parameters:
Report Menu
Option
Associated Parameter
Clerk Report PWClerkRpt
Detail Report PWDetail
Summary Report PWSummary
Open Pre-Auth Report PWPreAuthRpt
The password protection screen will be presented to the user upon accessing one of the above reports menu options from the
reports menu.
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Press [6] or use [▼] button to scroll down to highlight Security.
4. Press [5] or use [▼] button to scroll down to highlight Reports Menu PWs, press [Enter].
5. Press [▼] button to scroll down to highlight the associated parameter and press [Enter].
6. Select which password ([1]-Off,[2]-Supervisor,[3]-Manager, [4]-Administrator or [5]-Clerk) you want to use for
protection of the selected report menu option.
Transaction Password Protection
All transactions, regardless of tender type, can be password protected and can be configured at the terminal level.
Transactions that are set up to be password protected will not require entry of a user name. The transaction will be configured
to prompt for an administrator, manager, supervisor or clerk password. The application will accept the required password and
any qualified higher level passwords as shown in the password hierarchy.
The table below shows a list of the transactions that can be password protected and the associated parameters:
Main Menu Option Associated Parameter
Sale PWSale

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Return PWReturn
Void PWVoid
Force PWForce
Settlement PWSettle
Reprint PWReprint
The password protection screen will be presented to the user upon initiating a transaction
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Press [6] or use [▼] button to scroll down until Security is highlighted.
4. Press [3] or use [▼] button to scroll down until Main Menu PWs is highlighted, press [Enter].
5. Press [▼] button to scroll down to highlight the associated parameter and press [Enter].
6. Select which password ([1]-Off,[2]-Supervisor,[3]-Manager, [4]-Administrator or [5]-Clerk) you want to use for
protection of the selected main menu option.
NOTE:
The password protection for transactions in the UnionPay
application will inherit the password setting in the payment
application.
Terminal Security
To minimize fraud or theft, ensure that you keep the terminal securely located at your place of business. If there is a point in
time when your device isn’t secured, please check the serial number on the back of the terminal to confirm it is correct and
please verify that all sales/refunds are authorized.
If your terminal is missing, or if it does not belong to you, please call Global Payments Customer Care to deactivate the
terminal immediately. As well, please call the police to report the stolen terminal.
CAUTION:
NEVER ask cardholders to divulge their PIN codes.
Cardholders should be advised to ensure they are not being
overlooked when entering their PIN codes.
18 – Key Beep & Backlight
Through the terminal setting menu, you configure the Key Beep setting based on your customized needs:
1. At idle menu press [.,#*] for the administrator menu.
2. Key in the administrator name and administrator password, and then press [Enter].
3. Select [3] to highlight Setup Menu.
4. Use [▼] button or press [5] to highlight Term Settings and press [Enter].
5. Select [5] to access the terminal hardware setting options.
6. Press [1] to highlight Key Beep.
7. Select [1] for All Off, [2] for All On or [3] for Invalid Only.
8. Press [Cancel] to return to the idle menu.
To change backlight setting:
1. Follow steps 1-5 above.