SmartPay Pax One-Piece S900 Manual de usuario

Paymark EFTPOS (PTS 2016)

PaxOne-Piece S900

SmartpayUser GuidePax One-Piece S900

CONTENTS

TERMINAL HARDWARE

S900 Mobile EFTPOS

Paper Rolls

Other Accessories

SETTING UP YOUR EFTPOS EQUIMENT

S900

TRANSACTIONS OVERVIEW

Contactless Transactions

Electronic Oine Vouchers

Manual (standalone) EFTPOS

Transaction Types

Purchase

Purchase with Signature

Cash Out

Purchase + Cash Out

MOTO Purchase

Refund

MOTO Refund

ADMINISTRATIVE FUNCTIONS

ALPHA Menu

Payment Application Menu

Common Admin Functions

Manual Logon

Manual Settlement

Print (Shift) Totals

Stored Totals

Settlement Inquiry

Reprint Last Receipt

Send Oine Transactions

MERCHANT and COMMUNICATION SETTINGS

Print Current Conguration

Conguration Update

Network Comms Check

Connection Icons

App Manager

Changing Comms Settings

System Settings

TMS

SmartpayUser GuidePax One-Piece S900

For EFTPOS terminal related enquiries and support, or to report an issue with your EFTPOS terminal, contact Smartpay

Technical Helpdesk on 0800 476 278 or email customer.service@smartpay.co.nz

CONTACT

TERMINAL HARDWARE

S900 Mobile EFTPOS

Smartpay Pax S900 EFTPOS provides a secure and robust touch screen mobile payment terminal. The S900 connects to

the Internet to process transactions via a GPRS Data SIM card. Battery life is approx. 5-6 hours but will vary depending

on signal quality and modes of usage – contact the THD team for tips to maximise.

1. Thermal receipt printer

2. Contactless LEDs

3. Colour display touch screen

4. Paper cutter

5. Card swipe reader

6. Page up/down arrows

7. Menu key

8. ALPHA menu key

9. Clear/No key

10. Back key

11. Enter/OK key

12. Chip card slot

13. Power cable socket

SmartpayUser GuidePax One-Piece S900

Paper Rolls

Other Accessories

• S900 terminals use standard 57mm (w) x 40mm (dia) thermal paper rolls

Replacing printer paper:

1. Engage printer cover release ap to open printer bay

2. Remove existing roll core and place new roll in printer well, the tongue of paper should be feeding up from underneath

and out towards the bottom of the terminal

3. Pull out tongue of paper so it is coming out of feeder and close the printer cover.

• Swivel counter stand

• Wetcovers

• Cleaning cards

• Car charger

• Spare battery

TERMINAL HARDWARE

To order paper rolls or other accessories please contact Smartpay on 0800 476 278 or visit our website

smartpay.co.nz/store

SmartpayUser GuidePax One-Piece S900

Please read the Getting Started Letter that is provided with your Smartpay EFTPOS equipment. Our technical helpdesk

team (THD) can be contacted if you would like any assistance and to release the security key and perform your initial Logon.

SETTING UP YOUR EFTPOS EQUIPMENT

STEP ONE: Switch on

Turn on the terminal by holding the button on the terminal. The terminal will go through a start up sequence.

STEP TWO: Connect to the Paymark network

Your terminal arrived with a printed receipt still attached:

1. If the receipt is a short receipt with your business name on it, you are now all ready to go.

2. If not, you’ll need to call us before you can connect. Call Smartpay Technical Support Team on 0800 476 278. We will release

the security key and perform your initial logon.

S900

SmartpayUser GuidePax One-Piece S900

For a consistent contactless card experience, there is no longer a swipe/insert card quick start option. To follow best

security practice for payment card handling - wherever possible - the customer should present their own card (swipe/

insert/tap) to the terminal after the transaction amount is entered.

Contactless Transactions

Smartpay EFTPOS terminals can accept contactless payment cards and smart devices. Merchants can choose to have

contactless acceptance enabled or disabled through their Merchant bank.

CREDIT CARD is the default account for contactless transactions. Account selection is not required. For transactions

over the industry prescribed limit (NZD$80) the customer will be prompted to enter their PIN to complete the transaction.

If contactless NFC is enabled the Paywave/Paypass/tap-and-go PRESENT card option

will be oered automatically for valid transaction types. The contactless symbol will be

displayed on the PRESENT CARD screen and coloured LED boxes ash along the top

of the screen Merchants should oer the terminal to their customer to complete the

transaction; instructing them (if required) to present their card over the screen where

the blue light is ashing.

Electronic Oine Vouchers

Electronic Oine Vouchers (EOV) enable your business to process EFTPOS transactions if your terminal has gone oine.

EOV allows for emergency processing capability when unforeseen situations such as a loss of network or connectivity

occur. EOV is not designed to function as a secondary connectivity option. Most customers will automatically be

enabled for oine mode but it can be enabled or disabled by your merchant bank.

To nd out more about EOV, contact the Paymark Customer Care Centre on 0800 729 627.

How does it work?

If the EFTPOS terminal encounters an issue connecting to the Paymark network, it will automatically revert to oine

mode after two failed transactions. While oine you will be prompted before each transaction to conrm processing in

EOV mode.

Your terminal can store up to 99 EOV transactions (to the maximum allowed value). Once a successful connection has

been made with Paymark, the terminal will send stored oine transactions through for processing.

All EOV transactions require the customer signature on the Merchant EFTPOS receipts. Merchants must keep all signed

Merchant Receipts to verify EOV transactions. Refund and Cash Out transaction types are not supported in EOV mode.

TRANSACTIONS OVERVIEW

SmartpayUser GuidePax One-Piece S900

Manual (standalone) EFTPOS

• EFTPOS terminal is not connected to POS

• The idle screen displays transaction options

• To start a transaction the operator selects required transaction type and enters an amount

Transaction Types

• To start any of the main 4 transaction types – select corresponding number

• To access secondary transaction types – press up/down ARROW keys

• To tab between the transaction type screens press up/down ARROW keys

• Press MENU key to access EFTPOS MAIN MENU

• Press CANCEL key to access APPLICATIONS (LIST) MENU (if more than one

terminal application is loaded)

• Press CANCEL > MENU (or FUNC) key to access APP MANAGER

1. PURCHASE

2. CASH

3. PUR / CASH

4. REFUND

IDLE SCREEN S900

DATE TIME SIGNAL BATTERY

PURCHASE Standard Purchase/Sale transaction using an EFTPOS/CREDIT/DEBIT card

CASH Cash Out transaction using an EFTPOS/CREDIT/DEBIT card

PUR/CASH Combined Purchase/Sale and Cash Out transaction using an EFTPOS/CREDIT/DEBIT card

REFUND

Refund transaction using an EFTPOS/CREDIT/DEBIT card

Merchants requiring refund functionality will need to have this enabled through their Merchant bank. The Merchant bank will issue

your Merchant Refund Card.

AUTH

Hospitality transaction type to request pre-authorisation of funds on CREDIT card (usually for room or

vehicle hire).

All hospitality functionality must be approved by Merchant bank before it can be enabled on terminal.

FINALISE Hospitality transaction type to complete (Finalise) transaction from a previous a pre-authorisation on

CREDIT card (usually for room or vehicle hire).

PUR/TIP

Hospitality transaction type to initiate a Purchase transaction type with Signature Receipt Tipping

enabled. (only some cards will support this option - if the card does not support Signature then then the

transaction will cancel and operator will need to restart as Purchase with/without instant tip-on-terminal)

ADD TIP

Hospitality transaction type to add tip amount to a stored PUR/TIP transaction. All PUR/TIP Signature

Receipt Tip transactions MUST be uploaded to Paymark manually at the end of day. See Tipping User

Guide for further information.

TRANSACTIONS OVERVIEW

SmartpayUser GuidePax One-Piece S900

Purchase

1. Operator selects PURCHASE and types in purchase amount

2. Press ENTER and terminal prompts customer to PRESENT/ INSERT or SWIPE CARD

3. Operator presents EFTPOS terminal to customer

4. Customer taps, inserts or swipes card

a. Insert or swipe - customer follows screen prompts to select account and enter PIN

b. Tap - customer follows screen prompts if required

5. EFTPOS terminal displays ACCEPTED or DECLINED result

6. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)

7. EFTPOS terminal returns to idle screen ready for next transaction

Purchase with Signature

In some cases, the customer may be able to select ENTER instead of using their PIN. If this happens the Merchant

Receipt will print with a space for the customer to sign in. The terminal will require the operator to verify the customer

signature to complete the transaction.

Your merchant agreement states you should keep a copy of your signed Merchant Receipts. These can be used to verify

the transaction should it be disputed at a later date.

Cash Out

(Contactless not available with cash out transaction type)

1. Operator selects CASH and types in cash-out amount

2. Press ENTER and terminal prompts customer to INSERT or SWIPE CARD

3. Operator presents EFTPOS terminal to customer

4. Customer inserts or swipes card

5. Customer follows screen prompts to select account and enter PIN

6. EFTPOS terminal displays ACCEPTED or DECLINED result

7. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)

8. EFTPOS terminal returns to idle screen ready for next transaction

TRANSACTIONS OVERVIEW

SmartpayUser GuidePax One-Piece S900

Purchase + Cash Out

(Contactless not available with cash out transaction type)

1. Operator selects PUR/CASH

2. Operator types in purchase amount - Press ENTER

3. Operator types in cash-out amount - Press ENTER

4. EFTPOS terminal will prompt customer to INSERT or SWIPE CARD

5. Operator presents EFTPOS terminal to customer

6. Customer inserts or swipes card

7. Customer follows screen prompts to select account and enter PIN

8. EFTPOS terminal displays ACCEPTED or DECLINED result

9. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)

10. EFTPOS terminal returns to idle screen ready for next transaction

MOTO Purchase

Manual card entry or MOTO functionality can be enabled for merchants who process telephone or mail order sales.

MOTO should only be used in situations where cardholder authorisation is given for the transaction and the physical

credit card is not present to be used at the terminal.

1. Operator selects PURCHASE and types in purchase amount

2. Press ENTER and terminal prompts user to PRESENT/ INSERT or SWIPE CARD

3. Operator should press ENTER

4. Operator types in 16-digit card number - Press ENTER

5. Operator types in card expiry date [mm/yy] - Press ENTER

6. Operator is prompted to enter card CSC - Select YES or NO and follow screen prompts

7. Operator selects appropriate MOTO TYPE option

8. Operator selects CRD account type

9. EFTPOS terminal displays ACCEPTED or DECLINED result

10. EFTPOS Receipt will be oered (depending on receipt print/prompt settings) - you should always print a copy of

MOTO receipts

11. EFTPOS terminal returns to idle screen ready for next transaction

TRANSACTIONS OVERVIEW

SmartpayUser GuidePax One-Piece S900

Refund

Merchants are enabled for refund transactions and provided a Merchant Refund Card by their merchant bank.

Merchants should contact their bank to request this service and the card.

1. Operator selects REFUND types in refund amount

2. Press ENTER and terminal prompts for MERCHANT REFUND CARD

3. Operator swipes MERCHANT REFUND CARD and enters REFUND PIN

4. PINpad will display refund amount and prompt customer to PRESENT/INSERT or SWIPE CARD

5. Operator presents EFTPOS terminal to customer

6. Customer taps, inserts or swipes card

a. Insert or swipe - customer follows screen prompts to select account and enter PIN

b. Tap - customer follows screen prompts if required

7. EFTPOS terminal displays ACCEPTED or DECLINED result

8. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)

9. EFTPOS terminal returns to idle screen ready for next transaction

MOTO Refund

MOTO Refunds can be performed in the same way as MOTO purchase. Merchant should select Refund transaction type

and use their Merchant Refund Card. The amount being refunded should be credited back to the card used for the

original purchase. Merchants should contact their bank to request this service and the card.

TRANSACTIONS OVERVIEW

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