Westpac Eftpos connect User manual

EFTPOS CONNECT

A quick reference guide to help

you get started right away.

Get in touch.

Merchant Helpdesk:

Service, Sales and Support, Terminal Diculties,

Stationery Orders.

1800 029 749 (available 24 hours a day, 7 days a week).

Cardholder behaving suspiciously:

132 415 (Extension 500)

Linkly support:

Linkly provides the software that allows your terminal to

communicate with your Point of Sale software.

(02) 9998 9800

Monday to Friday: 8:30am – 10:00pm (Sydney time)

Saturday: 10:00am – 5:00pm (Sydney time)

Sunday: 10:00am – 3:00pm (Sydney time)

Please have your Merchant and Terminal numbers ready.

Make a note of any error messages to help ensure your

issues are resolved.

linkly.com.au

For more information:

Please refer to the EFTPOS Connect User Guide.

westpac.com.au/merchantsupport

CONTENTS.

Let’s get your new terminal started. ...................................................................................................4

Installing the battery. ....................................................................................................................................................... 4

Installing the receipt roll. ................................................................................................................................................5

Connecting the terminal to the POS. .......................................................................................................................5

Connecting your terminal base to power. .............................................................................................................6

Turning the terminal on. ..................................................................................................................................................6

Conﬁguring your terminal. .................................................................................................................... 6

Charging your terminal. ......................................................................................................................... 6

Turning your terminal on and o manually. ....................................................................................... 7

Activating your terminal. ....................................................................................................................... 7

Connecting to the POS. ......................................................................................................................... 7

Conﬁguring receipt options. ................................................................................................................. 7

Processing transactions – integrated mode. ..................................................................................... 8

Card interface options. ....................................................................................................................................................8

Processing a sale. ...............................................................................................................................................................8

Processing a refund. .........................................................................................................................................................9

Receipts. .................................................................................................................................................................................9

Processing a settlement – integrated mode. ..................................................................................... 9

Manual settlement. ............................................................................................................................................................9

Connectivity – switching to standalone mode. ................................................................................. 9

Processing transactions – standalone mode. .................................................................................. 10

Processing a sale in standalone mode. ..................................................................................................................10

Processing a refund in standalone mode. ............................................................................................................10

Processing a settlement – standalone mode. ....................................................................................11

Manual settlement. ........................................................................................................................................................... 11

Troubleshooting. .....................................................................................................................................11

If no response is received from the terminal. ...................................................................................................... 11

If the terminal isn’t reading cards. ............................................................................................................................. 11

Paper/printing faults (in standalone mode only). ............................................................................................. 11

Response codes. .....................................................................................................................................12

Installing the battery.

• First, ensure the terminal

isn’t connected to a power

source.

• Turn your terminal over

and unclip the battery

compartment cover.

Note: You may need to

rotate the locking dial to

disengage the cover.

• Take the battery pack

included in the box.

• Plug in the battery pack

and make sure that it clips

in securely.

• Close the battery cover

and turn the lock to secure.

Plug in the battery pack

Let’s get your new

terminal started.

If you’ve chosen to have your terminal delivered by post,

follow the below steps to help you get started.

If you need any help call our Merchant Helpdesk:

1800 029 749 (available 24 hours a day, 7 days a week)

Installing the receipt roll.

• Open the paper compartment

by lifting the catch located at the rear

of the terminal and pull the cover

to the rear of the terminal.

• Insert a new receipt roll into

the paper compartment.

• Pull the paper past the top

of the terminal. Hold the paper

and close the paper compartment.

• Press both upper corners

of the paper compartment cover

until it clips into position.

• Press the Paper feed button on

the terminal to ensure the paper

has been loaded correctly and feeds

through the roller smoothly.

Note: The EFTPOS Connect terminal comes with a

4G SIM card inserted in the SIM1 Slot. SIM1

Connecting the terminal to the POS.

USB

• Connect the USB cable provided

between USB-B (Slave) on

the terminal base and USB port

on the POS as shown here.

Serial/RS232

• Connect the Serial/RS232 cable provided

between the COM0 slot on the terminal base

and serial port on the POS as shown here.

Connect

to POS

COM0

Connect

to POS

Lift catch up

Correct paper

position

Pull cover open

Connecting your terminal base to power.

You can connect your terminal base to power as shown below.

Option 1 Option 2

• Please note this option is applicable for

Serial/RS232 connectivity. A separate power cable

is provided with the terminal.

Connect

Serial/

RS232

Turning the terminal on.

Hold the ‘ENTER’ key down for about 2 seconds until the terminal displays the start-up screen.

Alternatively, place the terminal onto the base.

Conguring your terminal.

Once your EFTPOS Connect terminal is connected, the Linkly Client software needs to be

installed and set-up.

If you need assistance with the installation you can contact Linkly Support:

(02) 9998 9800

or your POS Vendor.

Charging your terminal.

Make sure your terminal base is connected to a power source and place your terminal on the

base to charge. The charging symbol will appear on screen once charging begins and your

terminal will automatically turn on.

Connect

Turning your terminal on and off manually.

To turn on: hold the ‘ENTER’ key down for about 2 seconds until the terminal displays

the start-up screen.

To turn o: hold the ‘Func’ key and the ‘CLEAR’ key down simultaneously for about 2

seconds. Important: the terminal must be removed from the power supply before attempting

a manual shutdown.

Activating your terminal.

Your EFTPOS Connect terminal will need to be activated prior to use.

If a technician has attended your premises, they will ensure your terminal is activated

and connected with your POS.

If you’ve received your terminal in the mail, for security reasons, you will need to activate

it ﬁrst.

To activate, simply call our Merchant Helpdesk:

1800 029 749 (available 24 hours a day, 7 days a week)

Connecting to the POS.

You can connect your new terminal to your POS by following the steps below.

1. From the terminal, press the ‘Func’ key, enter 11112227 into the terminal and press

the ‘ENTER’ key.

2. The terminal will prompt ‘Conﬁgure Terminal Comms?’. Press the ‘ENTER’ key.

3. Select POS Comms Method as ‘Serial’ and press the ‘ENTER’ key.

4. Select Serial Port from either of the following:

• USB SLAVE - If using the USB cable on the base to connect to POS, as shown

in the picture on page 5. Then press the ‘ENTER’ key.

• COM0 - If using the Serial/RS232 cable to connect to POS, as shown in the picture

on page 5. Then press the ‘ENTER’ key.

5. Select Protocol as ‘VLI 115200’ and press the ‘ENTER’ key.

Conguring receipt options.

• Use the ‘Func’ 15 key to conﬁgure the merchant receipts to either ‘never print’

or ‘always print’.

• Use the ‘Func’ 16 key to conﬁgure the customer receipts to either ‘never print’, ‘always print’

or ‘prompt’.

Processing transactions – integrated mode.

Card interface options.

Contactless Card Reader Landing Zone

Chip Card Reader

Magnetic Stripe Reader

Processing a sale.

1. Initiate a ‘Sale’ transaction via the POS.

2. The terminal will prompt you to tap, insert, or swipe the customer’s card

or payment-enabled device (e.g., phone, smartwatch, wristband, etc.).

3. If a contactless card/device is presented, position it above the terminal screen for processing.

4. Alternatively, when a card is being inserted or swiped, select the application or account

type on the terminal.

5. Select the required smartcard application (e.g. Visa or Mastercard® Debit/Credit/eftpos

CHEQUE/eftpos SAVINGS) or account type (CHEQUE/SAVINGS/CREDIT) on screen.

6. The terminal will prompt the customer to enter their PIN (if required) and then press

the ‘ENTER’ key.

7. The terminal will advise if the transaction has been approved or declined.

Processing a refund.

1. Initiate a ‘Refund’ transaction via the POS.

2. The terminal will prompt to tap, insert, or swipe the customer’s card/payment-enabled

device.

3. If a contactless card/device is presented, position it above the terminal screen

for processing.

4. Alternatively, if the card/device is inserted or swiped, select the account type on the terminal.

5. The terminal will prompt to enter the PIN. Enter the PIN and press the ‘ENTER’ key.

For certain credit cards, you may be able to skip PIN entry and press the ‘ENTER’ key.

6. The terminal will indicate if the refund has been approved or declined.

Receipts.

In Integrated mode, all receipt information for the EFTPOS Connect transaction is sent to your

POS for printing.

* Mastercard® is a registered trademark of Mastercard International Incorporated.

Processing a settlement – integrated mode.

Manual settlement.

You’ve the option to perform a manual settlement anytime throughout the day. This function

allows you to manually process a settlement within the current trading day.

1. Initiate a ‘settlement’ transaction via the POS.

2. Your terminal will connect to the bank and begin settlement.

Note: A settlement can only be performed once in a 24-hour period. If you’ve attempted to

settle more than once, you will receive a message printed on the receipt ‘ALREADY SETTLED’,

indicating the terminal has already been settled within the last 24 hours. You cannot settle

between 9:30pm and 11:00pm (Sydney time).

Connectivity – switching to standalone mode.

Standalone mode allows the terminal to transact on its own in the event of a POS outage,

without the need for the POS.

• Press the ‘Func’ key and enter ‘11112222’ on the terminal.

• Press the ‘ENTER’ key.

Processing transactions – standalone mode.

Processing a sale in standalone mode.

1. Enter the sale amount in the following format: for example, $45 should be entered as 4500

on the terminal. Then press the ‘ENTER’ key.

2. The terminal will now prompt you to either tap, swipe, or insert the customer’s

card/payment-enabled device.

3. For contactless transactions, ask the customer to hold their card/device to the screen

for processing.

4. Next, the screen will indicate if the transaction has been ‘Approved’ or ‘Declined’

and the terminal will print a receipt.

5. If the customer has chosen to swipe or insert their card, the terminal will prompt to select

the account type the customer wishes to use.

6. The customer can now enter their PIN or sign (if required) and press the ‘ENTER’ key

to complete the transaction.

7. The screen will indicate if the transaction has been ‘Approved’ or ‘Declined’

and the terminal will print a receipt.

Processing a refund in standalone mode.

1. Press the ‘menu’ key (next to the [3] key) on the idle screen.

2. Press the [1] followed by [3] key to select a refund transaction.

3. Key in the refund amount in the following format: for example: $45 = 4500.

4. The terminal will prompt you to enter your refund password. If you do not know your

refund password, please contact the Merchant Helpdesk.

5. The terminal will now prompt you to either tap, swipe, or insert the customer’s

card/payment-enabled device.

6. For contactless transactions, ask the customer to hold their card/device to the screen

for processing.

7. If the customer has chosen to insert or swipe their card, the terminal will prompt you

to select the smartcard application or the account type the customer wishes to use.

8. The customer can now enter their PIN (if required) and/or press the ‘ENTER’ key.

9. If a signature is required, have the customer sign the receipt. If the signature matches

the signature on the card, select the ‘ENTER’ key to conﬁrm.

Important: Always check the receipt to conﬁrm the refund has been approved.

Processing a settlement – standalone mode.

Manual settlement.

You’ve the option to perform a manual settlement anytime throughout the day before auto

settlement. This function allows you to settle the current trading day manually.

1. Press the ‘menu’ key then press [3] for Batch option, followed by [1] for Settle.

2. Enter the settlement password and press the ‘ENTER’ key.

3. The terminal will connect to the bank and begin the settlement.

Note: A settlement can only be performed once in a 24-hour period. If you’ve attempted to

settle more than once, you will receive a message printed on the receipt ‘ALREADY SETTLED’,

indicating the terminal has already been settled within the last 24 hours. You cannot settle

between 9:30pm and 11:00pm (Sydney time).

Troubleshooting.

If no response is received from the terminal.

1. Ensure that the power cable is securely connected to the terminal.

2. Power o the terminal for 10 seconds and then turn it back on again.

3. Retry the transaction.

4. If the problem persists, call the Merchant Helpdesk.

If the terminal isn’t reading cards.

1. Try re-tapping, inserting, or swiping the card again.

2. If there is still no response from the card reader, power o the terminal for 10 seconds

and turn it back on again.

3. Try processing the transaction again.

4. If the problem persists, call the Merchant Helpdesk.

Paper/printing faults (in standalone mode only).

1. Remove the receipt roll from the printer to ensure that there is no paper jam.

2. If the existing paper roll is damaged in any way, replace it with a new roll.

3. If the problem continues, power o the terminal for 10 seconds and turn it back on again.

4. To print a sample receipt, navigate through the main menu to the ‘reprint receipt’ option.

5. If the problem persists, call the Merchant Helpdesk.

Response codes.

00: APPROVED

• The transaction has been approved.

01: CALL FOR AUTH

• Unable to obtain electronic authorisation.

• Request another form of payment.