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Training your staff to use your terminal

We offer free installation and training to help you get started with your new EFTPOS terminal. As your business grows and you take on new staff, they'll need to know how to use it too

Make sure your staff know about this Help Centre so they can troubleshoot issues when you're not available.

Run refresher sessions with your staff through the year so everyone stays confident using your EFTPOS terminal and POS system. The topics below cover the day-to-day tasks most staff need to know.

Turning your terminal on

Once your charging base is set up, placing the terminal on the base will power it on. You can also press the power button on the side of the terminal.

Processing a purchase

  1. Enter the transaction amount
  2. Tap Purchase
  3. Your customer presents their card or device and enters their PIN if required
  4. The terminal processes the transaction and displays Approved or Declined
  5. If the card was inserted, the terminal prompts your customer to remove it from the chip card slot
  6. Your customer selects their preferred receipt option

Changing the paper roll

  1. Open the paper roll cover
  2. Remove the used roll
  3. Insert a new roll so the paper feeds from the top, leaving a length of paper sticking out of the terminal
  4. Close the printer door, pressing down gently until it clicks shut

Running a settlement enquiry for reconciliation

  1. From the Payment screen, tap the hamburger menu hamburger-sml-gray-e1603152456677
  2. Tap Reports
  3. Tap Settlement Enquiry
  4. Swipe up to scroll through the report on screen

Using Offline Mode

Offline Mode lets you keep taking payments when your terminal cannot connect to the internet. The terminal enters Offline Mode automatically if two transactions fail consecutively because of a connectivity error.

In Offline Mode you can only accept card-present Purchase transactions with debit, Visa, and Mastercard cards. You cannot process MOTO, Cash Out, Refund, Pre-Auth, or contactless transactions.

Offline limits

Per transaction

  • $300 maximum per offline transaction
  • Some chip cards override the limits set in the terminal. A card may allow only one offline transaction, or none at all

Per offline session

  • $5,000 maximum per terminal
  • Up to 200 offline transactions can be stored for terminals on the Verifone network, or 99 on Paymark

Troubleshooting

If your terminal is not behaving as expected, turn it off and then back on again. That resolves most common issues. If you still need help, contact Technical Support on 0800 EFTPOS (0800 338 767), option 2.