Getting started with Point of Sales Terminals

Installing the terminal is simple. Once you’ve completed the setup steps on our tv tutorials page, you’ll be ready to start processing transactions.

Get ready for your terminal installation

Thank you for ordering your new card payment terminal

To ensure a smooth installation and minimal disruption to your business we need you to ensure that everything else in your processing environment is ready.

Important things to checks before your engineer arrives

Please take a moment to complete the following terminal and internet checks and ensure that all of the necessary connectivity and access requirements are available, ahead of your terminal installation appointment.

Terminal checks

It’s important that you check that everything your terminal will need to operate correctly is in place before installing your terminal. To do this simply find the terminal you have ordered in the following table and complete the tick boxed requirements.

If you are not able to confirm that all of your terminal technical requirements are available then please contact us immediately and we will help you work through next steps. When it comes to checking your connectivity options, it may not be necessary to tick all options, but certainly the ones you are choosing to use as your main and back-up options.

Internet check

When data is sent or received over the internet, it is sent to an IP (Internet Protocol) address and a specific port. So when it comes to taking payments it’s essential to check with your internet provider that the associated ports and IP addresses are allowed, as shown in the table on the below.

If using DHCP

Ensure a correct DNS1 and DNS2 address is passed from the router / DHCP server. It is recommended that DNS1 and DNS2 are populated.

If using static IP

The following details are required:

• Static IP address
• IP Gateway
• Subnet details
• DNS address
  
  

You will require two DNS server addresses for Tetra terminals. If a secondary DNS address is not known, a public DNS can be used.

Your firewall configuration needs to include a DNS address access. The MAC address of the terminal can be provided at the time of installation if required for firewall configuration.

If using Smartlink

Till and terminal need to communicate together via six different ports (listed in the table on the next page) so you need to check that these are not blocked by firewall rules or any security and anti-virus software used on your till system.

Ingenico DX 8000 – Firewall Rules

Ingenico DESK/5000 and MOVE/5000 - Mandatory applications

Till and terminal need to communicate together via six different ports (listed in the table on the next page) so you need to check that these are not blocked by firewall rules or any security and anti-virus software used on your till system.

Poynt P5 and P61B - Mandatory applications

Customisable applications (if relevant)

Ingenico - An at-a-glance guide to managing your terminal

If you experience minor problems with your terminal it’s good to know that you have the answers to hand. This overview of messages and available options with description and instructions will help you to resolve most technical problems in minutes.

Messages

Procedure

Pre-Authorization Procedure

(NB: This function is only available for some business types, such as hotels, car rentals and cruise liners.)

Below you can find an overview of options available if you have a pre-authorization functionality enabled on your terminal.

Refund Procedure

(NB: This function may not be available or it could be password protected depending upon the terms of your agreement with Elavon)

A refund should only be processed if the original transaction was already batched from your terminal. Please note that refunds can ONLY be done on the same card that was originally charged. We kindly ask you to always confirm with the customer that the refund is processed on the same card. Refunds are processed in the same way as a standard sale is processed. The cardholder will see the funds within 3-10 working days – although this depends on their issuing Bank.

Void Procedure

(NB: This function may not be available or it could be password protected depending upon the terms of your agreement with Elavon)

The void option can be used when a transaction is still pending in the current batch (End of Day report was not yet sent). Please note that the cardholder will see the funds as blocked on the account however their Bank will release the block usually within 24h – this depends on the Bank.

These instructions are only applicable for Elavon provided Ingenico Point of Sale (POS) devices. Other vendors may have different process flows for the equivalent transaction type.

1. Press the F key to invoke the payment on a Telium 2 device/press the silver key on Tetra select MOTO SALE and enter the Card number into the terminal
2. Enter the Card expiry date and press Enter
   - Enter the security code (this is the CVV2 number)
   - If no CVV2 number available press ‘Enter’ and proceed to step 3
   - If it is a UK profile, the terminal will prompt for Address Verification
3. Indicate if the CVV2 number is:
   - Not Present – if selected, enter AVS details and press Enter
   - Present – enter CVV2 and press Enter, then enter AVS details
   - Illegible – if selected, terminal will prompt for AVS details
   - Absent – if selected, terminal will prompt for AVS details

NOTE: AVS available on UK profiles only

4. Enter the Sale amount and press Enter, select cardholder currency or merchant currency if prompted for DCC
5. Select Enter or OK for AVS response displayed on screen
6. Remove merchant copy receipt by tearing
7. Press Enter
8. Remove cardholder copy receipt by tearing

If the profile is set up as MOTO the MOTO sale will be available in main menu. If it is setup as different profile type (retail or Restaurant) the MOTO sale can be found in the New Trans menu.