Transaction menu

Besides regular payments, the terminal's menu offers other transaction types, such as refunds, reversals and gift card transactions. To open the menu, tap the credit card icon on the idle screen.

attention

Some operations ask for a password before they start. The default password is 2005. Replace it with your own before you start using the terminal, so customers and unauthorised staff can't start refunds or reversals. You can change it in two ways:

• In the portal (recommended): set the Merchant Password in your terminal configuration. It applies to all terminals that use this configuration.
• On the terminal: use Change Password in the settings menu, then run Configuration to apply it.

Everyday operations

Refund

Refunds an amount to the customer's card, for example when a product is returned. Refunds must be enabled in your terminal configuration (Refunds).

1. Open the menu and select Credit.
2. Enter the password.
3. Enter the amount to refund.
4. If DCC is enabled, enter the date of the original transaction. Only dates from the current month are possible.
5. The customer presents their card. With DCC, the customer chooses the currency.
6. The terminal shows Transaction OK and the receipt. Tap OK to return to the idle screen.

Reversal

Cancels the last transaction, for example if the wrong amount was charged.

1. Open the menu and select Reversal.
2. Enter the password.
3. The terminal shows the amount of the last transaction. Tap OK to reverse it.
4. The terminal shows Reversal OK and returns to the idle screen.

attention

You can only reverse the last transaction, only if it was approved, and only once. Otherwise, the terminal shows Reversal not possible. To give money back for an older transaction, use a refund instead.

Duplicate receipt

Prints a copy of the last receipt, for example if the customer needs another one.

1. Open the menu and select Duplicate Receipt.
2. The terminal prints the receipt and returns to the idle screen.

Final balance

Sends all transactions on the terminal to your acquirers. If Automatic Submission is enabled in your terminal configuration, this happens automatically during the maintenance window. Use this option to send it manually, for example at the end of the day.

1. Open the menu and select Submission/Transmission.
2. The terminal shows Please wait while sending, then returns to the idle screen.

Additional operations

attention

These operations only work if your acquirer supports them and they are enabled in your terminal configuration.

Phone & mail orders

Takes a payment when the customer isn't present, for example for an order by phone or mail. You enter the card details on the terminal. Requires Mail and Phone Orders in your terminal configuration.

1. Open the menu and select Phone Ordered or Mail Ordered.
2. Enter the amount.
3. Enter the card number, the expiry date and the security code.
4. Check the amount and tap OK.
5. The payment is approved and the terminal returns to the idle screen.

Gift cards

Requires Gift Card in your terminal configuration.

Check the balance

1. Open the menu and select Balance Inquiry.
2. The customer presents the card and enters the PIN.
3. The terminal shows the available balance.

Activate a card

1. Open the menu and select Card Activation.
2. The customer presents the card.
3. The terminal activates it and shows the balance.

Load money onto a card

1. Open the menu and select Load.
2. Enter the password.
3. Enter the amount to load.
4. The customer presents the card.
5. Check the amount and tap OK.
6. The terminal shows the new balance.

Cashback

The customer pays for their purchase and receives cash on top, which is added to the card payment.

1. Open the menu and select Purchase with Cashback.
2. Enter the total amount, then the cash amount the customer wants.
3. The customer presents the card and enters the PIN. With DCC, the customer chooses the currency.
4. The terminal shows Transaction OK. Give the customer the cash.

Your acquirer sets a maximum cash amount. If it's exceeded, the terminal shows Amount exceeds limit.

Cash advance

The customer withdraws cash using their card, without a purchase.

1. Open the menu and select Cash Advance.
2. Enter the amount.
3. The customer presents the card and enters the PIN. With DCC, the customer chooses the currency.
4. The terminal shows Transaction OK. Give the customer the cash.