Nab EFTPOS User manual

NAB EFTPOS
USER GUIDE
for Countertop
& Mobile Terminals


About your NAB EFTPOS Terminal
NAB EFTPOS Mobile
NAB EFTPOS
Countertop


Table of Contents
Getting to know your NAB EFTPOS VeriFone terminal ............................................................5
Contactless – Tap & Go ..............................................................................................................8
Purchase – Tap ...........................................................................................................................9
Purchase – Insert/Swipe using PIN .........................................................................................10
Purchase – Insert/Swipe using Signature ...............................................................................12
Purchase with Cash-out...........................................................................................................14
Purchase with Tip ....................................................................................................................16
Tip adjustment .........................................................................................................................19
Cash-out only ...........................................................................................................................21
Refund ......................................................................................................................................23
Re-print receipt for the last transaction .................................................................................26
Review the details of the last transaction before printing ....................................................27
Re-print receipt for a past Transaction ...................................................................................29
Transaction listing ...................................................................................................................31
Print Settlement Totals – Pre-settlement ...............................................................................32
Print Settlement Totals – Last Settlement ..............................................................................33
Manual Settlement ..................................................................................................................34
Automatic Settlement Set-up ..................................................................................................36
Automatic Last Settlement Set-up ..........................................................................................38
Clear Auto Settings ..................................................................................................................40
Pre-Authorisation ....................................................................................................................41
Pre-Authorisation completion ................................................................................................44
Surcharge .................................................................................................................................47
Surcharge – Turn on/off ..........................................................................................................48
Surcharge and Card Acceptance Set-up ..................................................................................49
Shift Totals ...............................................................................................................................52
Balance Enquiry .......................................................................................................................53
Void ..........................................................................................................................................55
Change Merchant Password ...................................................................................................57
Change Terminal Password .....................................................................................................59
Keyboard Lock .........................................................................................................................61
Stationery Order (ordering receipt rolls) ...............................................................................62
Fallback procedure ..................................................................................................................63
UnionPay Cards ........................................................................................................................64
Manual Backup .........................................................................................................................67
Termination of EFTPOS service .................................................................................................69


This User Guide is for NAB merchants who have signed the Merchant Agreement General
Terms and Conditions. Please make yourself fully aware of the capabilities and limitations
of your new EFTPOS terminal and do not hesitate to contact NAB should you have any
further queries.
NAB is here to help you  hours a day, 7 days a week
Call Merchant Service Centre 1300 369 852
Email [e-mail]
Before contacting the NAB Merchant Service Centre in regard to any error message, please
write down all the error information as well as your merchant and terminal numbers so
your query can be quickly resolved.
For Authorisation
Credit Cards 13 25 15
Debit Cards – Cheque or Savings 1300 369 852
American Express 1300 363 614
Diners Club 1800 331 112
Sales Enquiries 1300 EFTPOS (1300 338 767)
8am – 6pm Monday to Friday
Fraud related enquiries 1300 622 372 (Option 3)
8am – 5pm Monday to Friday
Lost or Stolen cards Call the above authorisation line appropriate for the
card type used (credit or debit). Ask for extension 500
Service response time
It is NAB’s intent to replace a faulty terminal within 8 business hours
in metropolitan areas.
Merchant Details
Please insert your details here for quick reference.
EB Merchant No.
Terminal No.
Store No.


Getting to know your NAB EFTPOS VeriFone terminal
X
9WXY
8TUV
0-SP
*,
’ ” #
7PRS
6MNO 5JKL
4GHI
3DEF 2ABC
1QZ
VeriFone
SWIPE READER
INDICATOR LED
TERMINAL DISPLAY /
TOUCHSCREEN
TELEPHONE-STYLE
KEYPAD
CANCEL /
POWER OFF KEY
ENTER /
POWER ON KEY
CLEAR KEY
CHIP CARD READER


Getting to know your NAB EFTPOS VeriFone terminal (continued)
Using the Touch-screen
The VeriFone terminal has a colour touch-screen. Navigating using the touch-screen is
easy and intuitive for both you and your customers. Simply follow the prompts and press
the option on the screen to make a selection.
Using the Keypad
This button on the terminal keypad is used to accept data entry or
proceed with a function and is the same as using the SELECT or OK
buttons displayed on the touch-screen. This button is also used to power
on the terminal when held down for a period of time.
This button on the terminal keypad is used for clearing entered data or
moving back to the previous screen and is the same as using the CLEAR
or BACK buttons displayed on the touch-screen.
This button on the terminal keypad is used to cancel the current function
and return to the home screen and is the same as using the CANCEL or
NO buttons displayed on the touch-screen. This button is also used to
power off the terminal when held down for a period of time.
NAB EFTPOS Countertop home screen NAB EFTPOS Mobile home screen

7
Getting to know your NAB EFTPOS VeriFone terminal (continued)
Accessing Additional Functionality
There are two ways to access the menu
1. Press the menu button on the home screen or
. Press the hash key on the keypad #
Navigating the Menu
There are 18 main menu items
Move up and down the three menu pages using the arrow keys
To choose a menu item:
1. Press the menu item using the touch-screen then SELECT, or
. Enter the number of the menu item using the keypad then SELECT
All cards will be able to be used on the terminal by either
• Tap (using the contactless feature)
• Insert (using the chip), or
• Swipe (using the magnetic stripe)

8
Contactless – Tap & Go
The NAB EFTPOS VeriFone terminals come ready with the capability to accept Contactless
credit card payments, commonly referred 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 terminal screen and go
If the purchase is less than $100, there is no need for your customer to enter a PIN
or sign the merchant receipt
If the purchase 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 purchase amount is greater than $0, your customer will be prompted by
the terminal to insert or swipe their card
Customers will not be provided with the option to select an Account as Contactless
is available for credit transactions only
Only a Purchase transaction can be made using Contactless.


Purchase – Tap
Step 1
Enter the sale amount directly from the
home screen and press OK
Step 2
Prompt customer to TAP their card
Ensure your customer holds their card to
the screen until all four bars ‘light up’ and
the terminal sounds a beep. This will only
take a few seconds
Step 3
Prompt customer to remove their card
An acknowledgement will be displayed
once the purchase has been approved
and the merchant receipt will print
Step 4
Press YES to print the customer receipt if
required. The customer receipt will print
automatically if a selection is not made

10
Purchase – Insert/Swipe using PIN
Step 1
Enter the sale amount directly from the
home screen and press OK
Step 2
Prompt customer to INSERT or SWIPE
their card
Step 3
Prompt customer to select their account
Step 4
Enter PIN and press OK
An acknowledgement will be displayed
once the purchase has been approved
and the merchant receipt will print

11
Purchase – Insert/Swipe using PIN (continued)
Step 5
Press YES to print the customer receipt if
required. The customer receipt will print
automatically if a selection is
not made

1
Purchase – Insert/Swipe using Signature
Step 1
Enter the sale amount directly from
the home screen and press OK
Step 2
Prompt customer to INSERT or SWIPE
their card
Step 3
Prompt customer to select an account
Step 4
Prompt customer to press OK

1
Purchase – Insert/Swipe using Signature (continued)
Step 5
Remove card from the terminal
if inserted
Step 6
Prompt customer to sign the receipt.
You will need to verify your customer’s
signature with the signature on the card.
If this is correct, press YES
An acknowledgement will be displayed
once the signature has been verified
Step 7
Press YES to print the customer receipt if
required. The customer receipt will print
automatically if a selection is
not made

1
Purchase with Cash-out
The 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 Purchase amount.
A purchase with cash-out transaction is
shown as one total item in the settlement
report and on the monthly merchant
statement.
Step 1
Enter the sale amount directly from
the home screen and press OK
Step 2
Enter a cash-out amount and press OK
(you can skip this step by pressing OK
if cash-out is not requested)
Step 3
Prompt customer to SWIPE or INSERT
their card

1
Purchase with Cash-out (continued)
Step 4
Prompt customer to select their account
Step 5
Prompt customer to enter their PIN
and press OK
An acknowledgement will be displayed
once the purchase has been approved
Step 6
Press YES to print the customer
receipt if required. The customer receipt
will print automatically if a selection is
not made

1
Purchase with Tip
The Tip Amount screen will only display
if the tipping feature has been enabled.
You may enable or disable the tipping
feature by contacting the Merchant
Service Centre.
A purchase with tip transaction is shown
as one total item in the settlement report
and on the monthly merchant statement.
Step 1
Enter the sale amount directly from
the home screen and press OK
Step 2
Prompt customer to INSERT or SWIPE
their card
Step 3
Prompt customer to select an account

17
Purchase with Tip (continued)
Step 4
Enter the tip amount and press OK,
or skip this step by pressing OK
Step 5
Review the tip confirmation screen
and press OK
Step 6
Enter PIN and press OK
Step 7
Remove card from the terminal
if inserted

18
Purchase with Tip (continued)
Step 8
You will need to verify your customer’s
signature with the signature on the card.
If this is correct, press YES
An acknowledgement will be displayed
once the signature has been verified
Step 9
Press YES to print the customer receipt if
required. The customer receipt will print
automatically if a selection is not made

1
Tip Adjustment
A tip adjustment allows a merchant to
add a tip after a purchase transaction has
been processed. Tip adjustments can be
performed on a credit card transaction and
only if this feature has been enabled on
your terminal. To enable or disable the tip
adjustment feature, contact the Merchant
Service Centre.
A tip adjustment must be completed
before settlement time.
Step 1
Press the MENU button on the home
screen
Step 2
Press 5. Tip Adjustment then press SELECT
Step 3
Enter the last  digits of the RRN found
on the receipt and press OK
Step 4
Enter the tip amount that is being added
to the original transaction and press OK

0
Tip Adjustment (continued)
Step 5
Review the adjusted amount of the
transaction and press OK
An acknowledgement will be displayed
once the purchase with tip has been
approved