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First American - Debit Transaction

 

This topic outlines the process on how to complete a Debit Transaction.

If your system hasn't already been configured to support this function, you may need to complete the steps outlined in "Enabling First American Debit Transaction" listed below.

If your system is already configured for this function, you may skip ahead to "Performing a Sale using EFTPOS DEBIT with PIN".

 

ClosedEnabling First American Debit Transaction

 

Configuring the Function Descriptor for the Debit Transaction

 

In order to use the Debit Transaction Type, a new 'EFTPOS DEBIT' Tender needs to be configured via the Function Descriptors function.

 

Go to: Setup > Function Descriptors.

Find the next available Tender that is not currently in use.

Unused Tenders will show a Description of "TENDER X", where X is the number of the tender.

You can allocate any unused tender for the purpose of the EFTPOS DEBIT function, however, we recommend using the next available tender.

In the below example, the next available tender is TENDER 13 and is shown as highlighted.

 

 

Select the next available tender then press the Modify button on the top-left corner of the Function Descriptors window.

 

 

The Function Descriptors window for the selected Tender will be displayed.

 

 

Set the Description to "EFTPOS DEBIT" and enable checkboxes for "EFTPOS" and "Credit Function".

You may want to enable any other checkboxes that are required for this tender.

Once you have finished making the required changes, press the "Save" button on the bottom right corner of the window to save the changes.

 

 

Close the Function Descriptors window then continue to the next step below.

 

Enabling the EFTPOS DEBIT Tender

 

Before the EFTPOS DEBIT tender can be used to finalise a sale in Idealpos, it must first be enabled in the Yes/No options.

Go to: Setup > Yes/No Options > Tenders

Enter "inhibit tender" into the "Enter Keyword Search" field then remove the tick under the "All" column for the newly created tender.

Doing this will enable the tender to appear on the Tender screen in Idealpos.

 

 

 

ClosedPerforming a Sale using EFTPOS DEBIT with PIN

 

Go to the POS Screen, add items to the sale then press the "Enter" button on the POS Screen.

 

 

From the Tender screen, press the EFTPOS DEBIT button.

 

 

The Pinpad will then prompt Tap, Insert or Swipe.

 

 

After inserting the EFTPOS card into the pinpad, a prompt will be displayed to confirm the total amount.

To confirm the amount, press the F1 key (directly below the "YES" text on the pinpad).

 

 

The pinpad will then prompt the customer to enter their PIN number.

 

 

After the customer has entered their PIN number, the pinpad will show "AUTHORIZING PLEASE WAIT DO NOT REMOVE CARD".

 

 

Once the transaction has been approved, the pinpad will show "APPROVED PLEASE REMOVE CARD".

The card can then be removed and returned to the customer.

 

 

 

 

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