Standalone mode
Overview
When your Payment terminal is configued as standalone, your terminal is not dependent on any POS or hardware. The transaction amount is inputted directly into the terminal, and the transaction is tendered.
An EFTPOS receipt can be printed by the built-in printer. No items or other tax invoice details will be on the receipt, it will show card transaction details only.
Purchase
| Step | Instructions |
|---|---|
| 1 | Enter the sale amount into the terminal's keypad and select Enter >. |
| 2 | Request the customer to tap, swipe or insert their card. |
| 3 | If the cardholder has chosen to insert or swipe their card, they will be prompted to select their account |
| 4 | The cardholder will be prompted to enter their PIN (if required) |
| 5 | Under certain circumstances (ie. customer does not enter a PIN or the card does not have a chip), a signature is required to verify the customer is the owner of the card. If the terminal requests you verify the customer's signature, ask the customer to sign the printed receipt. Ensure that the signature provided matches the signature on the rear of the customer's card and select YES. |
| IMPORTANT: Should the signature provided not match what is on the back of the customer's card, select NO. The customer WILL NOT BE CHARGED IF NO IS SELECTED and you can provide the customer a receipt that indicates that the transaction has been declined due to a Signature Mismatch. | |
| 6 | The transaction result is displayed on screen and a merchant receipt will be sprinted (if configured). Should the customer wish a copy of the receipt, select Print Customer Copy |
PIN bypass
Important: If the cardholder doesn’t wish to enter a PIN (step 4), you can skip (bypass) this step for certain card types. Leave the PIN blank and press Enter.|
Tipping and surcharge
If configured, your customers may be asked to enter a tip or accept a surcharge. Please see tipping and surcharging for further information.
Refund
| Step | Instructions |
|---|---|
| 1 | Tap Purchase to bring up the different transaction types available. |
| 2 | Select Refund. |
| 3 | Enter the refund amount into the QT850 keypad and select Enter >. |
| 4 | Request the customer to tap, swipe or insert their card. |
| 5 | The cardholder will be prompted to enter their PIN (if required) |
| 6 | A signature may be required to verify the customer is the owner of the card. If the terminal requests you verify the customer's signature, ask the customer to sign the printed receipt. Ensure that the signature provided matches the signature on the rear of the customer's card and select YES. |
IMPORTANT: Should the signature provided not match what is on the back of the customer's card, select NO. The customer will not receive the refund and you can provide the customer a receipt that indicates that the transaction has been declined due to a Signature Mismatch. | | 6 | The transaction result is displayed on screen and a merchant receipt will be sprinted (if configured). Should the customer wish a copy of the receipt, select Print Customer Copy |
Tipping
Tipping can be enabled by contacting support and requesting this feature be turned on.
| Step | Instructions |
|---|---|
| 1 | Enter the sale amount into the terminal keypad and select Enter >. |
| 2 | Your customer will be asked if they wish to enter a tip. Customer selects Yes. |
| 3 | Customer enters the amount they wish to tip and selects Enter >. |
| 4 | Request the customer to tap, swipe or insert their card. |
| 5 | If the cardholder has chosen to insert or swipe their card, they will be prompted to select their account |
| 6 | The cardholder will be prompted to enter their PIN (if required) |
| 7 | Under certain circumstances (ie. customer does not enter a PIN or the card does not have a chip), a signature is required to verify the customer is the owner of the card. If the terminal requests you verify the customer's signature, you must have the customer sign the printed receipt. Ensure that the signature provided matches the signature on the rear of the customer's card and select YES. Ensure you store this receipt to provide your acquirer in the event they request it. |
IMPORTANT: Should the signature provided not match what is on the back of the customer's card, select NO. The customer WILL NOT BE CHARGED IF NO IS SELECTED and you can provide the customer a receipt that indicates that the transaction has been declined due to a Signature Mismatch. | | 8 | The transaction result is displayed on screen and a merchant receipt will be sprinted (if configured). Should the customer wish a copy of the receipt, select Print Customer Copy. | | 9 | The tip amount will be itemised on the receipt.
Tip amount will not be surcharged
If surcharging has been turned on, a surcharge will only be applied to the original amount. The tip amount will not have a surcharge applied.
Surcharge
Surcharging allows a merchant to a add an additional amount to the purchase to cover the cost of accepting card payments. When enabled, surcharging is available when taking a card payment.
Surcharging is turned off by default, but can be enabled by contacting support and requesting this feature be turned on.
You are able to configure either fixed ($) or percentage (%) surcharge based on the purchase amount. Maximum surcharging limits apply.
| Step | Instructions |
|---|---|
| 1 | Enter the sale Amount into the terminal keypad and select Enter >. |
| 2 | Request the customer to tap, swipe or insert their card. |
| 3 | If the cardholder has chosen to insert or swipe their card, they will be prompted to select their account |
| 4 | If you are configured to use surcharging, your customer will be asked if they wish to accept a surcharge. Customer selects Yes to continue. Selecting No will cancel the transaction. |
| 5 | The surcharge amount will be added to the total |
| 5 | The cardholder will be prompted to enter their PIN (if required) |
| 6 | Under certain circumstances (ie. customer does not enter a PIN or the card does not have a chip), a signature is required to verify the customer is the owner of the card. If the terminal requests you verify the customer's signature, you need to get the customer to sign the printed receipt. Ensure that the signature provided matches the signature on the rear of the customer's card and select YES. |
IMPORTANT: Should the signature provided not match what is on the back of the customer's card, select NO. The customer WILL NOT BE CHARGED IF NO IS SELECTED and you can provide the customer a receipt that indicates that the transaction has been declined due to a Signature Mismatch. | | 7 | Transaction result is displayed on screen and a merchant receipt will be sprinted (if configured). Should the customer wish a copy of the receipt, select Print Customer Copy. | | 8 | The surcharge amount will be itemised on the receipt.|
MOTO / manual entry
In certain circumstances, you many be required to manually enter a customer's card number and details into the terminal keypad.
Increased chargeback risk!
Key entering the card number increases chargeback risk and you may be liable for any fraud which takes place.
MOTO
Mail Order Telephone Order (MOTO) is used when the customer's card is not present.
| Step | Instructions |
|---|---|
| 1 | Tap Purchase to bring up the different transaction types available. |
| 2 | Select MOTO. |
| 3 | Enter the sale Amount into the terminal keypad and select Enter >. |
| 4 | You will be prompted to enter the cardnumber into the terminal keypad. Depending on the card and your banking acquirer, you will may also be prompted for expiry, CCV, CCI and CSN. |
| 5 | Transaction result is displayed on screen and a merchant receipt will be printed (if configured). Should the customer wish a copy of the receipt, select Print Customer Copy |
Manual entry
Manual entry is used when the card is present, but is damaged such that it will not tap, insert or swipe successfully.
| Step | Instructions |
|---|---|
| 1 | Enter the sale amount into the terminal keypad and select Enter >. |
| 2 | Your terminal will prompt to Tap/Insert/Swipe your card, with '3 - Manual' diaplayed on the screen above the 3 button on your the keypad. Select the '3' button on your keypad instigate manual entry. |
| 3 | Enter your merchant passcode |
| 4 | You will be prompted to enter the cardnumber into the terminal keypad. Depending on the card and your banking acquirer, you will may also be prompted for expiry, CCV, CCI and CSN. |
| 5 | A signature may be required to verify the customer is the owner of the card. If the terminal requests you verify the customer's signature, ask the customer to sign the printed receipt. Ensure that the signature provided matches the signature on the rear of the customer's card and select YES. |
| 6 | Transaction result is displayed on screen and a merchant receipt will be printed (if configured). Should the customer wish a copy of the receipt, select Print Customer Copy |