Ingenico PAYZONE iCT250 Quick Reference Manual

Category
POS terminals
Type
Quick Reference Manual
3333333
Payments
US$Direct iCT250
CounterTop
Quick Reference Guide
July 2019
Table of Contents
1 Introduction ............................................................................... 4
2 Basic Terminal Operations ....................................................... 4
Before You Begin
How to Use This Guide
Unpacking the Box
Terminal ON/OFF
Terminal Keyboard
Data Entry
Accessing the Admin Menu
Password Management
3 Changing the Terminal Language .......................................... 14
4 Accepting Payment Cards ...................................................... 14
To Conduct a Chip Card Transaction
To Conduct a Magnetic Stripe Transaction
5 Force Transaction ................................................................... 19
6 Void Transaction ..................................................................... 20
7 Pre-Auth and Completion Transaction ................................... 21
8 Return Transaction ................................................................. 22
9 Performing a Settlement (Closing the terminal) ..................... 23
10 Reprinting ............................................................................. 24
11 Demo Mode .......................................................................... 25
12 Clerk Settings ....................................................................... 26
13 Batch Menu ........................................................................... 28
14 Terminal Security .................................................................. 30
Use Passwords for Protection
Transaction Security
15 Reports ................................................................................. 33
16 Key Beep & Backlight ........................................................... 34
17 Installation Procedure ........................................................... 35
Connections
18 Replacing the Paper Roll ...................................................... 38
19 Troubleshooting .................................................................... 40
Receipt paper is Jammed
Card Reader Does Not Work Properly (cards are not being
read)
Terminal Is Not Working Properly
Receipt is Blank
20 Cleaning ................................................................................ 41
21 Service and Support ............................................................. 42
Returning a Terminal for Service
22 Terminal Specifications ........................................................ 42
1 Introduction
Global Payments offers merchants a wide variety of leading payment
technology solutions, all from one reliable source. As one of the
world’s largest and most trusted payment technology solution
providers, Global Payments combines industry-leading expertise with
over 50 years of Canadian-specific experience. This power
combination allows us to deliver comprehensive solutions that are
personalized to your needs.
This guide is your primary source of information for installing, setting up
and operating the US$Direct iCT250 terminal. For terminal-related
questions or support, please contact the Global Payments Customer
Care Centre.
2 Basic Terminal Operations
Before You Begin
The US$Direct iCT250 is a point-of-sale electronic payment terminal
designed to process debit and credit card transactions via an internet or
standard dial connection. For setup instructions, refer to Section 17.
CAUTION:
Due to risk of shock or terminal damage, do not use the
terminal near water, such as in a wet basement,
bathtub, washbowl, kitchen sink, laundry tub, or
swimming pool. Do not use in flammable environments
or near gas pumps.
How to Use This Guide
The terminal contains both ATM Style buttons (Screen Function Keys)
for variable screen menu selection options and pre-configured numeric
key pad & function buttons. Variable on-screen menus will appear in
BOLD throughout this guide. Press the corresponding Screen Function
Key below the display to select that option. Pre-configured buttons will
appear in CAPS.
Unpacking the Box
Carefully inspect the shipping carton and its contents for shipping
damage. If the content is damaged, file a claim immediately with the
shipping company and notify Global Payments. Do not try to use
damaged equipment.
Remove the items from the carton. You should have the following items,
depending on what was ordered:
A US$Direct iCT250 terminal with paper roll installed
An external power supply
Telephone cable and/or Ethernet cable
Magic box connected to terminal (see picture of Magic box below)
US$Direct iCT250 Magic Box
Terminal ON/OFF
When the terminal is plugged into an electrical outlet, it will
automatically power up, initiate an application check, and then enter the
idle screen, which is similar to the picture below.
GPC USD$ E0104
Idle Screen
To power off the US$Direct iCT250, simply unplug the terminal from the
electrical outlet.
Terminal Keyboard
The terminal keypad contains 10 numeric keys (0-9), an up/down scroll
key, a green [Enter] key, a red [Cancel] key, a yellow [Correction]
key, and a number of additional function keys. The exact number of
additional function keys varies by terminal model.
Special function keys provide customers with quick and easy access to
frequently used functions and tasks. The following special function keys
are present on the terminal: [F], [F1], [F2], [F3], [F4]
Key Name
F
F1
F2
F3
F4
NOTE:
Throughout the Quick Reference Guide, to use the
[] function, press the [F2] key. To use the []
function, press the [F3] key.
Data Entry
Numeric Data Entry
The terminal keypad will automatically default to a numeric only keypad,
when entering data into numeric-only fields, such as card number and
amount prompts. See the following examples,
Card number is a numeric data item. To enter the value
“5446199999999999”, press [5], [4], [4], [6], [1], [9], [9], [9], [9], [9], [9],
[9], [9], [9], [9] and [9] on the keypad.
TRANSACTION NAME
Card Number
[5446199999999999]
Then press [Enter] to confirm the data entered. The terminal then starts
validation.
For amount entries, the terminal initially displays $0.00. No decimal
point is entered. For example, to enter the value “$5.30”, press [5], [3]
and [0].
TRANSACTION NAME
Enter Sale
Amount
[$5.30]
Then press [Enter] to confirm the data entered. The terminal then starts
validation.
Text Data Entry
When performing data entry into text-only fields, the terminal keypad
automatically defaults to all alpha characters.
Alphanumeric Data Entry
When performing data entry on screens that accept both
alpha and numeric characters, the method of using a shift
key ‘F’ to access the alpha characters and special
characters is implemented.
Pressing the numeric key first and then pressing the ‘F’ key,
you can scroll through all characters programmed on that
key.
The Admin key is also designated for other special characters; it is
marked with a period, comma, # (pound) and * (asterisk). To select one
of the special characters, press that key and then press the ‘F key until
the desired character appears.
An alphanumeric data entry example is shown below:
FOOTERS
Enter Footer 1
[]
Footer 1 is an optional alphanumeric data item from zero to 24
characters. The following example shows how to enter the message
“Open 24HRs” using multiple key presses.
Step
Terminal Display
Merchant Action
1
FOOTERS
No action.
Enter Footer 1
[]
2
FOOTERS
Press [6] once.
Press [F] key three times.
Enter Footer 1
[O]
3
FOOTERS
Press [7] once.
Press [F] four times.
Enter Footer 1
[Op]
4
FOOTERS
Press [3] once.
Press [F] five times.
Enter Footer 1
[Ope]
5
FOOTERS
Press [6] once.
Press [F] five times.
Enter Footer 1
[Open]
6
FOOTERS
Press [0] once.
Press [F] two times.
Enter Footer 1
[Open ]
7
FOOTERS
Press [2] once.
Enter Footer 1
[Open 2]
8
FOOTERS
Press [4] once.
Enter Footer 1
[Open 24]
9
FOOTERS
Press [4] once.
Press [F] two times.
Enter Footer 1
[Open 24H]
10
FOOTERS
Press [7] once.
Press [F] two times.
Enter Footer 1
[Open 24HR]
11
FOOTERS
Press [7] once.
Press [F] six times.
Press [Enter] to confirm data
entry.
Enter Footer 1
[Open 24HRs]
The following are data entry keys:
Characters Accessed
1,Q, Z,q,z
2, A, B, C, a, b, c
3, D, E, F, d, e, f
4, G, H, I, g, h, i
5, J, K, L, j, k, l
6, M, N, O, m, n, o
7, P, R, S, p, r, s
8, T, U, V, t, u, v
9, W, X, Y, w, x, y,
0, hyphen, space
Period, comma, #, *,
underscore, @, /, \, ;
(semi-colon), : (colon) , $,
%, (, ), &, and ‘
(apostrophe)
Accessing the Admin Menu
The Admin Menu is the place where all merchant parameter information
is stored. It can only be accessed with a valid Admin password. The
Admin menu is displayed from the Idle Screen when the [.,#*] key is
pressed. Before displaying the Admin menu, the terminal will prompt
you to enter the Admin name and Admin password.
Password Management
The US$Direct iCT250 offers multi-level passwords which can be used
for different purposes. You can set up a maximum of four levels of
passwords.
Password Hierarchy
The password hierarchy, from the highest level to the lowest level, is as
follows:
Administrator password
Manager password
Supervisor password
Clerk password
Any higher level password is accepted in the place of a lower level
password.
Example: If the application prompts for the Clerk password, then the
Supervisor, Manager and Admin passwords will also be accepted.
Administrator (Admin) Name And Password
Your pre-set Admin name is 1, and your pre-set Admin password is
1234567P.
Your Admin password is an important security feature of your terminal.
It is used to access the Admin menu. The Administrator password is
alphanumeric, with a minimum length of 7 characters, and a maximum
length of 12. At least 1 character must be alphabetic, and at least 1
character must be numeric.
If the wrong Admin password is entered more than 4 consecutive times
while trying to access the Admin menu, the user will be locked out. You
should call the Global Payments Customer Care Centre for help if that
happens.
NOTE:
You should change the pre-set Admin password to
one of your own, as soon as possible after
receiving your terminal. For maximum protection
against fraud, you should also change your
Admin password periodically.
Please call the Global Payments Customer Care Centre to set up or
change your own Admin password. Manager/Supervisor/Clerk
Passwords
The Manager, Supervisor, and Clerk passwords are set up by the
administrator in the Admin menu. There is only one Manager, one
Supervisor, and one Clerk password. There is no user name associated
with any of these passwords.
The Manager, Supervisor, and Clerk passwords are alphanumeric and 7
characters in length. The password can consist of any mix of alphabetic
and/or numeric characters.
Manager, Supervisor, and Clerk passwords cannot be locked out, and
do not expire.
Setting Up Your Passwords
NOTE:
Your default Admin name is 1, and pre-set Admin
password is 1234567P. To change your Admin password,
please call the Global Payments Customer Care Centre.
To Setup or change the Manager password, Supervisor password, or
Clerk password:
1. At the idle screen, press [.,#*] for the Admin Menu
2. Key in the Admin name and press [Enter]
3. Key in the Admin password and press [Enter]
4. Press [F2] to scroll down till Security is highlighted and press
[Enter]
5. Press [F2] to scroll down to highlight PWParams and press [Enter]
6. Select the password to be changed (1 PWManager for manager
password; 2 PWSup for supervisor password; 3 PWClerk for
clerk password) and then press [Enter]
7. Terminal prompts Enter Password
8. Key in new password and press [Enter]
9. Press [Cancel] to return to the idle screen
NOTE:
Your default pre-set Manager Password, Supervisor
Password, and Clerk Password are all 1234567.
If you forget your password, call the Global Payments Customer Care
Centre at 1-800-461-6682.
For instructions on how to use each level password to protect sensitive
information, please refer to Section 15.
3 Changing the Terminal Language
1. At the Idle screen, press [F4]
2. The Idle screen is re-displayed in the alternate language (English or
French).
4 Accepting Payment Cards
To Conduct a Chip Card Transaction
1. Press [Enter] key to enter main menu
2. Select a transaction type and follow the prompts accordingly
3. Position the chip card with the contacts facing upward, as shown
below
4. Insert the chip card into the smart card reader slot in a smooth,
continuous motion until it seats firmly
5. Remove the card only when the terminal indicates to do so.
CAUTION:
Leave the chip card in the terminal until the
transaction is complete. Premature card removal
will invalidate the transaction.
To Conduct a Magnetic Stripe Transaction
1. Press [Enter] key to enter main menu
2. Select a transaction type and follow the prompts accordingly
3. Position a magnetic card with the stripe in the card reader facing
inward, toward the keypad
4. To ensure a proper read of the magnetic stripe card, the user
should insert the magnetic card from the top of the unit, as shown
below
5. Swipe the card through the magnetic card reader
The receipt(s) will be printed once the transaction is completed.
The Sale transaction is the most common transaction for general retail
applications.
NOTE:
If you are presented with a card that has a chip on it, insert
the card in the chip reader on the terminal with the chip
facing up. Leave the card in the reader until the
transaction is completed.
For Swiped entry Sale transactions:
1. At the Idle screen, press [Enter] to enter the main menu, and then
press 1 to select [Sale]
2. Key in Clerk ID (if enabled) and press [Enter]
3. Key in Invoice # (if enabled) and press [Enter]
4. Key in the total purchase amount and press [Enter]
5. Terminal displays Pass Terminal to Customer, Press [Enter] and
then hand the terminal to the cardholder
6. Cardholder swipes the card
7. If Std/Auto Tip is not enabled, terminal displays “Pass terminal to
merchant”. Proceed to Step 10.
If Std/Auto Tip is enabled, terminal displays “Auto Tip?”. Cardholder
presses [F1] for Yes or [F4] for No. If Yes is selected, proceed to
step 8. If No is selected, proceed to step 9.
8. Because cardholder selected Yes for Auto Tip, terminal will
calculate and display the tipping amount and total amount, and
prompt cardholder to confirm. Cardholder presses [F1] to select
Accept and proceed to Step 10, or presses [F4] to select Change
and proceed to Step 9.
9. The cardholder presses [F1] to select Yes to confirm the
transaction amount, and then is prompted for the tip method.
Cardholder presses the number that corresponds to the desired tip
method (i.e. [1] for Tip Percentage, [2] for Tip amount and [3] for No
Tip).
If Cardholder presses [3], terminal displays “Pass terminal to
merchant”. Proceed to Step 10.
If Cardholder presses [1] or [2], Cardholder then follows the
terminal prompts to enter the desired tip percentage or amount,
after which terminal displays “Pass terminal to merchant”. Proceed
to Step 10.
NOTE:
If you are presented with a card that has a chip on it, insert
the card in the chip reader on the terminal with the chip
facing up. Leave the card in the reader until the
transaction is completed.
10. Customer hands the terminal back to merchant
11. Key in the last 4 digits of the card number (if prompted to do so)
and then press [Enter] (This extra step helps to reduce fraud and
chargebacks)
12. Terminal starts to communicate with Global Payments.
The receipt(s) will be printed once the transaction is completed. Ensure
the Cardholder signs the merchant receipt. Retain the signed merchant
receipt as proof of the transaction.
For Manual entry Sale transactions:
1. At the Idle screen, press [Enter] to enter the main menu, and then
press 1 to select [Sale]
2. Key in Clerk ID (if enabled) and press [Enter]
3. Key in Invoice # (if enabled) and press [Enter]
4. Key in the total purchase amount and press [Enter]
5. Terminal displays Pass Terminal to Customer, Press [Enter] but
DO NOT hand the terminal to the cardholder
6. Key in the card number and press [Enter]. Terminal displays “Enter
Expiration Date MMYY”
7. Enter the card’s expiry date.
8. If Std/Auto Tip is not enabled, terminal displays “Pass terminal to
merchant”, then displays “Enter CVC”. Enter the CVC. Proceed to
Step 13.
If Std/Auto Tip is enabled, terminal displays “Auto Tip?”. Cardholder
presses [F1] for Yes or [F4] for No. If Yes is selected, proceed to
step 9. If No is selected, proceed to step 10.
9. Because cardholder selected Yes for Auto Tip, terminal will
calculate and display the tipping amount and total amount, and
prompt cardholder to confirm. Cardholder presses [F1] to select
Accept and proceed to Step 11, or presses [F4] to select Change
and proceed to Step 10.
10. The cardholder presses [F1] to select Yes to confirm the
transaction amount, and then is prompted for the tip method.
Cardholder presses the number that corresponds to the desired tip
method (i.e. [1] for Tip Percentage, [2] for Tip amount and [3] for No
Tip).
If Cardholder presses [3], terminal displays “Pass terminal to
merchant”. Proceed to Step 11.
If Cardholder presses [1] or [2], Cardholder then follows the
terminal prompts to enter the desired tip percentage or amount,
after which terminal displays “Pass terminal to merchant”. Proceed
to Step 11.
NOTE:
If the Tip Percentage option is not enabled, simply key in the
tip amount. To activate the Tip Percentage option, please
contact the Global Payments CUSTOMER CARE CENTRE.
11. Customer hands the terminal back to merchant
12. Key in the CVC (if prompted to do so) and then press [Enter] (This
extra step helps to reduce fraud and chargebacks)
13. Terminal starts to communicate with Global Payments.
The receipt(s) will be printed once the transaction is completed. Ensure
the Cardholder signs the merchant receipt. Retain the signed merchant
receipt as proof of the transaction.
For Chip card sale transactions:
1. At the Idle screen, press [Enter] to enter the main menu, and then
press 1 to select [Sale]
2. Key in Clerk ID (if enabled) and press [Enter]
3. Key in Invoice # (if enabled) and press [Enter]
4. Key in the total purchase amount and press [Enter]
5. Terminal displays Pass Terminal To Customer, Press [Enter] and
then hand the terminal to cardholder
6. Cardholder inserts the card
NOTE:
If the chip card is not supported, the terminal will display
“Application Not Supported, Swipe Allowed, Remove Card”,
“Can’t Read Chip, Swipe Allowed, Remove Card”, or “Not
Processed, Swipe Allowed, Remove Card”. You may then
attempt to process the transaction using the magnetic stripe.
7. Select Language (if enabled)
8. If Std/Auto tip is enabled, the terminal will display Auto Tip?”.
Proceed to Step 9.
If Std/Auto tip is not enabled, terminal displays “Confirm Amount”.
Cardholder presses [F1] for Yes or [F4] for No. If No is selected,
the transaction is cancelled. If Yes is selected, terminal displays
“ENTER PIN”. Proceed to Step 13.
9. Cardholder presses [F1] for Yes or [F4] for No. If No is selected,
terminal displays “Confirm Amount”. Proceed to Step 12.
10. Because cardholder selected Yes for Auto Tip, terminal will
calculate and display the tipping amount and total amount, and
prompt cardholder to confirm.
11. Cardholder presses [F1] to select Accept and proceed to Step 13,
or presses [F4] to select Change and proceed to Step 12.
12. The customer presses [F1] to select Yes to confirm the transaction
amount, and then is prompted for the tip method. Cardholder
presses the number that corresponds to the desired tip method (i.e.
[1] for Tip Percentage, [2] for Tip amount and [3] for No Tip).
If Cardholder presses [3], terminal displays “ENTER PIN”. Proceed
to Step 13.
If Cardholder presses [1] or [2], Cardholder then follows the
terminal prompts to enter the desired tip percentage or tip amount,
after which terminal displays “ENTER PIN”. Proceed to Step 13.
If the Tip Percentage option is not enabled, the customer should
simply key in the tip amount. To activate Tip Percentage option,
please contact the Global Payments Customer Care Centre.
13. Cardholder enters PIN. Terminal displays “Pass terminal to
merchant”.
14. Customer hands the terminal back to merchant
15. Press [Enter] and the terminal starts to communicate with Global
Payments. Once the transaction is complete, the merchant copy of
the receipt is printed. It may be required that the cardholder sign
the receipt.
NOTE:
For chip transactions, check the receipt to determine if a
signature is required. Some chip cards may require:
a) Both a PIN and signature
b) Signature only
c) PIN only
16. Press [Enter] to print the customer copy of the receipt
17. Customer removes card from smart card reader
5 Force Transaction
For Force Transactions:
1. At the Idle screen, press [Enter] to access the main menu.
2. Press 4 or use [F2] to highlight Force and then press 1 for Credit
3. Key in Clerk ID (if enabled) and press [Enter]
4. Key in Invoice # (if enabled) and press [Enter]
5. Key in the total purchase amount and press [Enter]
6. Terminal displays Pass Terminal to Customer, Press [Enter] and
then hand the terminal to cardholder
7. Cardholder swipes the card or inserts the chip card
NOTE:
If cardholder is not present, merchant must enter card
number and expiry date manually and press [Enter]
8. Key in last 4 digits of the card number (if prompted to do so) and
then press [Enter] (This extra step helps to reduce fraud and
chargebacks)
9. Key in Approval Code
10. Follow the terminal prompts to complete the Sale transaction
If the terminal cannot read the credit card, merchant must enter the card
number manually and then use imprinter to take an imprint of the card
and retain a signed copy of it for his/her records.
6 Void Transaction
If you have entered the wrong amount or need to cancel a transaction,
use the Void transaction (instead of Refund) wherever possible.
Transactions that are voided will not appear on cardholder statements.
NOTE:
Transactions can only be voided before they are settled.
1. At the Idle screen, press [Enter] to enter the main menu
2. Press 3 or use [F2] to scroll down till Void is highlighted and press
[Enter]
3. Enter Manager Password and press [Enter] (If password is
enabled)
4. Terminal prompts Void Pre-Auth, press [F1] for Yes and proceed
to Step 5, or [F4] for Non Pre-Auth void and proceed to Step 7
5. If Pre-Auth Void is selected in the step 4, merchant then selects
[F1] for All or [F4] for One
  • Page 1 1
  • Page 2 2
  • Page 3 3
  • Page 4 4
  • Page 5 5
  • Page 6 6
  • Page 7 7
  • Page 8 8
  • Page 9 9
  • Page 10 10
  • Page 11 11
  • Page 12 12
  • Page 13 13
  • Page 14 14
  • Page 15 15
  • Page 16 16
  • Page 17 17
  • Page 18 18
  • Page 19 19
  • Page 20 20
  • Page 21 21
  • Page 22 22
  • Page 23 23
  • Page 24 24
  • Page 25 25
  • Page 26 26
  • Page 27 27
  • Page 28 28
  • Page 29 29
  • Page 30 30
  • Page 31 31
  • Page 32 32
  • Page 33 33
  • Page 34 34
  • Page 35 35
  • Page 36 36
  • Page 37 37
  • Page 38 38
  • Page 39 39
  • Page 40 40
  • Page 41 41
  • Page 42 42
  • Page 43 43
  • Page 44 44

Ingenico PAYZONE iCT250 Quick Reference Manual

Category
POS terminals
Type
Quick Reference Manual

Ask a question and I''ll find the answer in the document

Finding information in a document is now easier with AI