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VeriFone EFTPOS 1 User Manual

VeriFone EFTPOS 1
148 pages
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EFTPOS 1.
User guide.
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VeriFone EFTPOS 1 Specifications

General IconGeneral
ConnectivityEthernet
DisplayLCD
Card ReaderMagnetic stripe
Payment MethodsCredit, debit
PrinterThermal receipt printer
PowerAC adapter
Operating SystemProprietary VeriFone OS

Summary

Contact Details

1 Introduction.

1.1 Merchant Responsibility for Equipment and Materials Provided.

Details merchant responsibilities for equipment, stationery, and materials provided by the bank.

1.2 Cancellation of Facility.

Explains the process for returning equipment and materials if the merchant facility is cancelled.

1.3 Damaged, Lost or Stolen Equipment.

Outlines charges for damaged, lost, or stolen terminal equipment.

1.4 Merchant Receipts.

Specifies requirements for retaining merchant receipts for reconciliation and terminal failure.

2 Getting Started.

2.1 Using the Touch Screen.

Instructions on navigating the EFTPOS 1 terminal using its colour touch screen.

2.2 Keyboard Layout.

Describes the purpose of the Enter, Clear/Back, and Cancel keys on the terminal keypad.

2.3 Terminal Display.

Explains the various icons and indicators displayed on the terminal screen.

2.4 Charging your Terminal.

Details the two available options for charging the EFTPOS 1 terminal.

2.5 Manual Start and Shutdown.

Provides steps for manually starting up and shutting down the EFTPOS 1 terminal.

2.6 Terminal Maintenance.

Explains the importance of keeping terminal software up-to-date through automatic downloads.

2.7 Terminal Activation.

Outlines the process for activating a newly received terminal and performing parameter download.

2.7.1 Software Download.

Details the steps involved in downloading software and parameters onto the terminal.

8 Reprint Receipt.

8.1 Search by RRN.

Instructions for searching for receipts using the Receipt Retrieval Number (RRN).

8.2 By Date Time.

Guide on how to search for transactions using specific date and time parameters.

8.3 Browse All.

Describes how to view all transactions completed within a 14-day period.

9 Transaction Listing (Show Transaction).

9.1 Since Settlement

Explains how to view approved transactions completed since the last settlement cutover.

10 Transaction Listing (Print Transaction).

10.1 Since Settlement.

Details how to print a transaction listing for all transactions since the last settlement.

10.2 By Date Time.

Guides on printing transactions based on specific date and time ranges.

11 Settlement and Reports.

11.1 Settlement.

Explains how settlement occurs and important points to remember for the process.

11.2 Cutover.

Details the process of initiating a terminal cutover and its confirmation prompt.

11.3 Auto Settlement.

Describes automatic daily settlement and how to change its time.

11.4 Manual Settlement.

Instructions for manually initiating a settlement for the current trading day.

11.5 Inquiry.

How to run an inquiry report to show daily totals from the terminal.

11.6 Subtotals Report.

How to generate a report showing transaction values since the last settlement.

11.7 Store and Forwards (S&F).

Describes the report displaying all transactions currently stored on the terminal.

12 Settings.

12.1 Load Parameters.

How to manually trigger a parameter download to update terminal software.

12.2 Merchant Password.

How to change the merchant password required for refunds and other functions.

12.3 Customise Main Menu.

Steps to customize the main menu by moving or removing transaction types.

12.4 Power Save.

How to control screen dimming due to inactivity to conserve battery.

12.5 Restart Terminal.

Instructions on how to reboot the EFTPOS terminal.

13 Network Configuration.

13.1 Ethernet Setup.

How to connect the terminal to a broadband modem using an Ethernet cable.

13.2 Enabling WiFi.

Steps to configure and connect the terminal to a WiFi network.

13.3 GPRS Setup.

Instructions for enabling and selecting GPRS network settings.

13.4 Dial Setup.

Guide on enabling and configuring Dial Up network connection.

14 Glossary.

15 Troubleshooting.

15.1 Response Codes.

Explanation of response codes appearing on terminal receipts and actions to take.

15.2 Hardware Faults.

Troubleshooting steps for common hardware issues like terminal not starting or reading cards.

3 Procedures.

3.1 Terminal Display

Information displayed on the terminal screen, including battery and connection status.

3.2 Main Menu.

Lists the main menu items available on the EFTPOS 1 terminal.

3.3 Contactless Transactions.

How to process transactions using the terminal's built-in contactless card reader.

3.4 Chip Card Transactions.

Instructions for processing transactions using chip-enabled cards.

3.5 Magnetic Stripe Transactions.

Steps for processing transactions using the magnetic stripe reader.

3.6 Cancelling a Transaction

How to cancel a transaction currently in progress using the Cancel Key.

4 Transaction Procedures.

4.1 How to process a Purchase-only Transaction.

Step-by-step guide for processing a standard purchase transaction.

4.2 How to process a Purchase with Cash Out Transaction.

Steps for processing a purchase transaction that includes cash withdrawal.

4.3 How to process a Cash Out only Transaction.

Guide on how to process a cash-out-only transaction if enabled on the terminal.

4.4 How to process a Refund Transaction

Procedure for processing a refund for a previous transaction.

4.5 How to process a Purchase with Tip transaction.

Instructions for processing a purchase that includes a tip amount.

4.6 MOTO.

How to process Mail Order or Telephone Order (MOTO) transactions.

4.7 Pre-Authorisation.

Explains the optional pre-authorisation feature for reserving funds.

4.7.1 Pre-Authorisation Completion.

How to complete an earlier pre-authorisation transaction to charge the final amount.

4.7.2 Pre-Authorisation Cancellation.

Steps to cancel a pre-authorisation transaction that is no longer needed.

4.7.3 Account Verify

How to verify the validity of a card without processing a transaction.

4.7.4 Pre-Authorisation Top-Up.

How to increase the value of an existing pre-authorisation.

4.7.5 Pre-Authorisation Extend.

How to extend the expiry days of an existing pre-authorisation.

4.7.6 Pre-Authorisation Partial Cancellation.

How to partially cancel a pre-authorisation transaction.

4.8 Split Purchase.

Feature allowing customers to split bill payments between cards or cash.

4.8.1 Split Bill (Equal)

How to divide a bill equally among multiple members.

4.8.2 Split Purchase (UnEqual)

How each member can contribute their specific amount to a split bill.

4.8.3 Split Purchase Receipt

Information about printing split purchase receipts and requesting duplicates.

5 Electronic Fallback.

6 Surcharging.

7 Cancelling a Transaction.

7.1 During a Transaction.

How to cancel a transaction while it is being processed.

7.1.1 After a Transaction Has Completed.

Notes that refunds are used to cancel completed transactions.

7.2 Exception Scenarios.

Addresses scenarios like chip card errors or swipe issues.

8 Reprint Receipt.

8.1 Search by RRN.

Instructions for searching for receipts using the Receipt Retrieval Number (RRN).

8.2 By Date Time.

Guide on how to search for transactions using specific date and time parameters.

8.3 Browse All.

Describes how to view all transactions completed within a 14-day period.

9 Transaction Listing (Show Transaction).

9.1 Since Settlement

Explains how to view approved transactions completed since the last settlement cutover.

10 Transaction Listing (Print Transaction).

10.1 Since Settlement.

Details how to print a transaction listing for all transactions since the last settlement.

10.2 By Date Time.

Guides on printing transactions based on specific date and time ranges.

11 Settlement and Reports.

11.1 Settlement.

Explains how settlement occurs and important points to remember for the process.

11.2 Cutover.

Details the process of initiating a terminal cutover and its confirmation prompt.

11.3 Auto Settlement.

Describes automatic daily settlement and how to change its time.

11.4 Manual Settlement.

Instructions for manually initiating a settlement for the current trading day.

11.5 Inquiry.

How to run an inquiry report to show daily totals from the terminal.

11.6 Subtotals Report.

How to generate a report showing transaction values since the last settlement.

11.7 Store and Forwards (S&F).

Describes the report displaying all transactions currently stored on the terminal.

12 Settings.

12.1 Load Parameters.

How to manually trigger a parameter download to update terminal software.

12.2 Merchant Password.

How to change the merchant password required for refunds and other functions.

12.3 Customise Main Menu.

Steps to customize the main menu by moving or removing transaction types.

12.4 Power Save.

How to control screen dimming due to inactivity to conserve battery.

12.5 Restart Terminal.

Instructions on how to reboot the EFTPOS terminal.

13 Network Configuration.

13.1 Ethernet Setup.

How to connect the terminal to a broadband modem using an Ethernet cable.

13.2 Enabling WiFi.

Steps to configure and connect the terminal to a WiFi network.

13.3 GPRS Setup.

Instructions for enabling and selecting GPRS network settings.

13.4 Dial Setup.

Guide on enabling and configuring Dial Up network connection.

14 Glossary.

15 Troubleshooting.

15.1 Response Codes.

Explanation of response codes appearing on terminal receipts and actions to take.

15.2 Hardware Faults.

Troubleshooting steps for common hardware issues like terminal not starting or reading cards.

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