Nab EFTPOS User manual

NAB EFTPOS MOBILE
TERMINAL GUIDE
Version 0.9

2 NAB EFTPOS Mobile Terminal Guide – Version 0.9
YOUR NAB EFTPOS MOBILE TERMINAL

NAB EFTPOS Mobile Terminal Guide – Version 0.9 3
TABLE OF CONTENTS
Getting to know your NAB EFTPOS terminal 6
Contactless – Tap & Go 8
Understanding your NAB EFTPOS Mobile terminal Integrated with your POS 9
Understanding your NAB EFTPOS Mobile terminal 10
NAB EFTPOS Mobile Multi-Merchant Terminals 11
NAB EFTPOS Mobile Sale – Tap 12
NAB EFTPOS Mobile Sale – Insert/Swipe Using PIN 14
NAB EFTPOS Mobile Sale – Insert/Swipe Using Signature 16
NAB EFTPOS Mobile Sale with Cash-Out 19
NAB EFTPOS Mobile Sale with Tip 22
NAB EFTPOS Mobile Cash-Out Only 25
NAB EFTPOS Mobile Refunds 28
NAB EFTPOS Mobile Review Details of the Last Transaction 31
NAB EFTPOS Mobile Re-print Receipt for the Last Transaction 33
NAB EFTPOS Mobile Re-print Receipt for Past Transactions with Invoice Number 34
NAB EFTPOS Mobile Print Transaction Listing 36
NAB EFTPOS Mobile Print Settlement Totals – Pre-Settlement 37
NAB EFTPOS Mobile Print Settlement Totals – Last Settlement 39
NAB EFTPOS Mobile Manual Settlement 40
NAB EFTPOS Mobile Pre-Authorisation 42
NAB EFTPOS Mobile Pre-Authorisation Completion - Visa & Mastercard 45
NAB EFTPOS Mobile Pre-Authorisation Adjust - Visa & Mastercard 50
NAB EFTPOS Mobile Pre-Authorisation Cancel - Visa & Mastercard 55
NAB EFTPOS Mobile Pre-Authorisation - UPI, JCB, Diners & Amex 58
NAB EFTPOS Mobile Pre-Authorisation Completion - UPI, JCB, Diners & Amex 61
NAB EFTPOS Mobile Pre-Authorisation Completion Cancel - UPI only 65
NAB EFTPOS Mobile Pre-Authorisation Cancel - UPI only 68
NAB EFTPOS Mobile Account Verify 72
NAB EFTPOS Mobile MOTO 74
NAB EFTPOS Mobile Manual Key Entry 77
NAB EFTPOS Mobile Void Last 80
Configuration on the NAB EFTPOS Mobile terminal 82
NAB EFTPOS Mobile Automatic Settlement Time Set-up 83
NAB EFTPOS Mobile Transaction Listing Printout 85
NAB EFTPOS Mobile Transaction Listing Printout – Turn Prompt On 86
NAB EFTPOS Mobile Transaction Listing Printout – Turn Prompt Off 87
NAB EFTPOS Mobile Start Shift 88
NAB EFTPOS Mobile End Shift 89
NAB EFTPOS Mobile Print Current Shift Totals 92
NAB EFTPOS Transaction Failed 93
NAB EFTPOS Mobile Surcharge 95
NAB EFTPOS Mobile Surcharge – Turn On/Off 96
NAB EFTPOS Mobile Surcharge – Card Acceptance Set-up 97
NAB EFTPOS Mobile Change Merchant Password 100
NAB EFTPOS Mobile Manual Key Entry Password Setup 102
Communication Options 104
Requirements for Different Communication Options On NAB Eftpos Mobile Terminals 105
Switch to a Different Communication Option 106
Pair the Terminal And Base For Bluetooth 107
Set Up the Terminal For Dial Up Communication 114
Set Up the Terminal For Broadband Internet Via Ethernet Communication 115
Set Up The Terminal For Broadband Internet Via Wi Fi Communication 116
Additional PINPad Functions 119
Stationery Order (Ordering Receipt Rolls) 120
Changing the Receipt Roll 121
Common Error Messages 122
Enable Auto-Comms Fallback 123
Merchant Choice Routing (MCR) 127
Electronic Fallback Procedure 128
Manual Card Transaction Processing 129
Termination of EFTPOS Merchant Service 130

4 NAB EFTPOS Mobile Terminal Guide – Version 0.9
This guide is for NAB merchants who have signed the Merchant Agreement General
Terms and Conditions. Please make yourself familiar with the contents of this guide
and do not hesitate to contact NAB should you have any further queries.
NAB is here to help you with your NAB EFTPOS Mobile terminal 24 hours a day, 7 days a week.
Technical Support for NAB EFTPOS Mobile terminals
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.
Call Merchant Service Centre 1300 369 852
Select Option 1 (not connected to computer)
Then
Select Option 1 (Ingenico Move 5000 terminal)
Technical Support for NAB EFTPOS Mobile terminals integrated with your POS
Before contacting the NAB Integrated Help Desk please have your terminal and merchant numbers ready. If your query is
error related, write down the error information displayed on the terminal or your Point of Sale (POS) so your query can be
quickly resolved.
Call NAB Integrated Help Desk 1300 369 852
Select Option 2 (terminal connected to computer)
Then
Select Option 1 (technical issues)
For Authorisations
Credit Cards 13 25 15 please have your store number ready before calling
American Express 1300 363 614
Diners Club 1800 331 112

NAB EFTPOS Mobile Terminal Guide – Version 0.9 5
For POS Software – NAB EFTPOS Mobile terminals integrated with your POS
Contact your POS Vendor
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 4 business hours in metropolitan areas.
• within 24 business hours for country areas
• within 72 business hours for remote areas.
Merchant Details
Please insert your details here for quick reference.
EB Merchant No.
Terminal No.
Store No.

6 NAB EFTPOS Mobile Terminal Guide – Version 0.9
GETTING TO KNOW YOUR
NAB EFTPOS MOBILE 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

NAB EFTPOS Mobile Terminal Guide – Version 0.9 7
Using the Touchscreen
The NAB EFTPOS Mobile terminal has a colour touchscreen. Navigating using the touchscreen is easy and intuitive for your
customers. Simply follow the prompts and tap the option on the screen to make a selection.
Using the Keypad
The Menu button is used to access the terminal menu options
The CONTINUE 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
Press [ ] on the touchscreen to scroll down the menu options
Press [ ] on the touchscreen to scroll up the menu options
Basic Functions
Power on
Press the green CONTINUE 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
GETTING TO KNOW YOUR
NAB EFTPOS MOBILE TERMINAL (CONTINUED)

8 NAB EFTPOS Mobile Terminal Guide – Version 0.9
The NAB EFTPOS Mobile 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 when using a
plastic card, for card holder using their mobile devices follow the prompt on the terminal as PIN may not always be required.
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.
CONTACTLESS
TAP & GO

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NAB EFTPOS Mobile terminals integrate with your Point of Sale (POS) solution to process credit, debit and charge card
transactions. When the card payment option is selected, the POS integration software provided by PC-EFTPOS, interacts with
the NAB EFTPOS Mobile terminal to process the transaction. The outcome of the transaction is then automatically updated in
your POS solution, making it easy for you to reconcile the payments and shorten payment processing time.
Using NAB EFTPOS Mobile terminals with a POS
NAB EFTPOS Mobile terminals are designed to work with your PC-EFTPOS-certified POS system. The POS system sends the
total amount to the NAB EFTPOS Mobile terminal to finalise the payment.
The solution can be configured to work with different types of communications depending on your environment.
These include:
• 3G
• Broadband Internet via Ethernet
• Broadband Internet via WiFi
• Dial Up
Your NAB EFTPOS Mobile terminal and base are paired via Bluetooth. This enables the terminal to continue to operate
normally when it is separated from the base.
You can also choose to have all transaction receipts printed directly from your POS system or have the terminal print out the
transaction receipt.
Processing transactions with a NAB EFTPOS Mobile terminal integrated with your POS
Your NAB EFTPOS Mobile terminal is integrated with your Point of Sale (POS) system.
For all transaction types, the merchant initiates the transaction on the POS system and follows the system prompts displayed
on the POS screen. The customer follows the prompts displayed on the terminal to process the payment.
Considerations
Transactions completed using an Australian-issued card need to be approved by a PIN. Some transactions, such as Refunds,
may prompt for a signature.
Transactions completed using an internationally-issued card may need to be approved by a signature.
If the signature does not match that on the card, you need to decline the transaction. The terminal will produce a
declined receipt.
As for all transactions types, if a transaction is declined, your customer may need to provide another form of payment to
complete the transaction.
For any transaction errors or issues, please refer to your POS manual, or call the NAB Integrated Helpdesk.
UNDERSTANDING YOUR
NAB EFTPOS MOBILE TERMINAL INTEGRATED WITH YOUR POS

10 NAB EFTPOS Mobile Terminal Guide – Version 0.9
Your NAB EFTPOS Mobile terminal can be configured to work with different types of communications depending on your
environment. These include:
• 3G
• Broadband Internet via Ethernet
• Broadband Internet via WiFi
• Dial Up
The NAB EFTPOS Mobile terminal and base are paired via Bluetooth. This enables the terminal to continue to operate
normally when it is separated from the base.
Navigating the Menu
To access the Menu, press the Menu button.
There are 4 main menu items
Tap to select a menu option.
Processing transactions using your NAB EFTPOS Mobile terminal
All cards can be used on the terminal using:
• Tap (using the contactless feature)
• Insert (using the chip), or
• Swipe (using the magnetic stripe)
UNDERSTANDING YOUR
NAB EFTPOS MOBILE TERMINAL