Nab EFTPOS Ingenico User manual

NAB EFTPOS
for Countertop & Mobile Terminals
User Guide

2 NAB EFTPOS User Guide
YOUR NAB EFTPOS TERMINAL

NAB EFTPOS User Guide 3
TABLE OF CONTENTS
Getting to know your NAB EFTPOS Ingenico terminal 5
Contactless – Tap & Go 8
Sale – Tap 9
Sale – Insert/Swipe using PIN 11
Sale – Insert/Swipe using Signature 13
Sale with Cash-out 15
Sale with Tip 17
Cash Out Only 19
Refunds 21
Review details of the last transaction 24
Re-print receipt for the last transaction 25
Re-print receipt for past transactions with invoice number 26
Transaction listing 27
Print Settlement Totals – Pre-Settlement 28
Print Settlement Totals – Last Settlement 29
Manual Settlement 30
Automatic Settlement Time Set-up 31
Pre-Authorisation 33
Pre-Authorisation Completion 36
Surcharge 40
Surcharge – Turn on/off 41
Surcharge – Card Acceptance Set-up 42
MOTO 45
Manual Key Entry 48
Void Last 51
Change Merchant Password 53
Additional Pinpad Functions 55
Stationery Order (ordering receipt rolls) 56
Changing the Receipt Roll 57
Common Error Messages 58
Electronic Fallback procedure 59
Manual backup procedure 60
Termination of EFTPOS merchant service 61

4 NAB EFTPOS User Guide
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 24 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 360 852
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 668 046
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.

NAB EFTPOS User Guide 5
GETTING TO KNOW YOUR
NAB EFTPOS INGENICO TERMINAL
Contactless
landing zone
Terminal display/
touchscreen
Telephone-style
keypad
Swipe reader
Menu key
Cancel key
Clear key
Enter/Power
on key
Chip card
reader
Feed
key

6 NAB EFTPOS User Guide
GETTING TO KNOW YOUR
NAB EFTPOS INGENICO TERMINAL (CONTINUED)
Using the Touch-screen
The Ingenico 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
The Menu button is used to access the terminal menu options
The ENTER button on the keypad is used to accept
a selected option highlighted or to accept data entry.
This button is also used to power on the terminal
The CLEAR button on the keypad is used for clearing entered
data or moving back to the previous screen
The CANCEL button on the keypad is used to cancel the current function
and return to the Home screen
The Function button on the keypad is used to perform certain advanced functions
on the terminal
[F2 ]
[F3 ]
Press [F2 ] on the touchscreen to scroll down the menu options
Press [F3 ] on the touchscreen to scroll up the menu options
Basic functions
Power on
Press the green ENTER key
Power off
Remove the terminal from its base and any power source. Press and hold the Func and yellow CLEAR keys together
Cancel an action
Press the red CANCEL button
Change terminal passwords
Contact the Merchant Service Centre
Idle State
If there is no activity on the terminal for 60 seconds, the terminal will return to the Home screen
(i.e. the initial NAB logo screen).

NAB EFTPOS User Guide 7
Navigating the Menu
To access the Menu, press the Menu button.
There are 4 main menu items
To select a menu option:
1. Press F2 to scroll down and F3 to scroll up to the menu item, and press ENTER, or
2. Press the menu item number on the keypad
All cards can be used on the terminal using:
• Tap (using the contactless feature)
• Insert (using the chip), or
• Swipe (using the magnetic stripe)
GETTING TO KNOW YOUR
NAB EFTPOS INGENICO TERMINAL (CONTINUED)

8 NAB EFTPOS User Guide
The NAB EFTPOS Ingenico terminal comes 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 landing zone, where the following icon displays at the top
of the terminal.
If the sale is less than $100, there is no need for your customer to enter a PIN or sign the merchant receipt.
If the sale 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 sale amount is greater than $250, your customer will be asked by the terminal to insert or swipe their card.
Only a sale transaction can be made using Contactless.
CONTACTLESS
TAP & GO

NAB EFTPOS User Guide 9
Step 1
Enter the sale amount directly from the home screen
and press ENTER
Step 2
Ask customer to TAP their card
Ensure your customer holds their card over the contactless
logo until all four bars ‘light up’ and the terminal sounds a
beep. This will only take a few seconds.
Step 3
Ask customer to enter a PIN and press ENTER, if required
Step 4
An acknowledgement displays once the sale
has been approved and the merchant receipt will print.
SALE
TAP

10 NAB EFTPOS User Guide
Step 5
Press Yes to print the customer receipt if required
SALE
TAP (CONTINUED)

NAB EFTPOS User Guide 11
Step 1
Enter the sale amount directly from the home screen
and press ENTER
Step 2
Ask customer to INSERT or SWIPE their card
Step 3
Ask customer to select their account
Step 4
Ask customer to enter their PIN and press ENTER
SALE
INSERT/SWIPE USING PIN

12 NAB EFTPOS User Guide
Step 5
An acknowledgement displays once the sale has
been approved and the merchant receipt will print.
Remove card from the terminal if inserted
Step 6
Press Yes to print the customer receipt if required
SALE
INSERT/SWIPE USING PIN (CONTINUED)

NAB EFTPOS User Guide 13
The signature option is only available for cards
issued overseas.
Step 1
Enter the sale amount directly from the home screen
and press ENTER
Step 2
Ask customer to INSERT or SWIPE their card
Step 3
Ask customer to select an account
Step 4
Ask customer to press ENTER
SALE
INSERT/SWIPE USING SIGNATURE

14 NAB EFTPOS User Guide
Step 5
An acknowledgement displays once the sale has been
approved and the merchant receipt with signature request
will print
Remove card from the terminal
Step 6
Ask 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
Step 7
Press Yes to print the customer receipt if required.
SALE
INSERT/SWIPE USING SIGNATURE (CONTINUED)

NAB EFTPOS User Guide 15
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 sale amount.
A sale 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 ENTER
Step 2
Enter the cash out amount and press ENTER
Step 3
Ask customer to INSERT or SWIPE their card
SALE
WITH CASH-OUT

16 NAB EFTPOS User Guide
Step 4
Ask customer to select an account
Step 5
Ask customer to enter their PIN and press ENTER
Step 6
An “Approved” acknowledgement displays once the sale
has been successfully processed and the merchant receipt
will print automatically.
Ask customer to remove their card.
Step 7
Press Yes to print the customer receipt if required
SALE
WITH CASH OUT (CONTINUED)

NAB EFTPOS User Guide 17
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 sale 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 ENTER
Step 2
Enter the tip amount and press ENTER
Step 3
Review the total amount and press ENTER
Step 4
Ask customer to TAP, SWIPE or INSERT their card
SALE
WITH TIP

18 NAB EFTPOS User Guide
Step 5
Ask customer to select an account
Step 6
Ask customer to enter their PIN and press ENTER
Step 7
An acknowledgement displays once the sale has
been approved and the merchant receipt will print
Remove card from the terminal if inserted
Step 8
Press Yes to print the customer receipt if required.
SALE
WITH TIP (CONTINUED)

NAB EFTPOS User Guide 19
The cash-out feature is available on debit (cheque
and savings) accounts only for EFTPOS transactions.
It is an optional feature that you may enable or disable
by contacting the Merchant Service Centre.
Step 1
Press the Menu key
Step 2
Press 1 to select Transactions
Step 3
Press 3 to select Cash Out
Step 4
Enter the cash amount and press ENTER
Step 5
Ask customer to INSERT or SWIPE their card
CASH OUT ONLY

20 NAB EFTPOS User Guide
Step 6
Ask customer to select an account
Step 7
Ask customer to enter their PIN and press ENTER
Step 8
An “Approved” acknowledgement displays once the
cash-out has been successfully processed and the merchant
receipt will print automatically
Ask customer to remove their card.
Step 9
Press Yes to print the customer receipt if required.
CASH OUT ONLY
(CONTINUED)