2. Getting Started
Contents
1. 6 Select the Update User button User Maintena nce 4 Select Usemame Curent Password New Password Confini Cancel 7 Ifthe system accepts the changes the User updated successfully screen will be displayed Select the lt OK gt to continue The Nexion system will update the changes and automatically return the user to the main menu screen Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 Note When an incorrect current password is typed Nexion will display the following message The current password that was entered was incorrect Click on the OK button You will be returned to the user maintenance screen Select your user name and retype your password Note When an incorrect new password is typed into the confirmation field Nexion will display the following message Password ts different to confirmation Click on the OK button You will be returned to the user maintenance screen Select your user name and retype your password To reset your password contact our call centre on 0861 639 466 To add or remove a user contact our call centre on 0861 639 466 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 C Report Subscriptions Nexion now allows you to subscribe to daily weekly and monthly reports reports will be delivered to any e mail address2. Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 The default setting for the Password is nexion lower case please personalise it immediately to a password only you know 4 Type in your password Nexion User Login Lisemame ne amp dan Password Please Note When an incorrect password Is typed Nexion will display the following message 5 Select the lt OK gt You will return to the User Login screen Select your username and Re enter your password Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 6 After you have successfully logged into Nexion the main menu will be displayed So Standalone 3 5 0 2 File Tasks Settings Menu Options a i eC x O i Process Standalone Transaction Payment Solutions gan Obtain Pre authorization Generate Reports Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Setting up Nexion Tabs on the Main menu screen are used to set up and maintain your Nexion experience On the top bar of the screen File Tab Select File drop down to check for new software updates and to exit the program Lao Standalone 3 5 0 2 File Tasks Settings Check for updates Exit Tasks Tab Select Tasks to A View Debit order party details B User Maintenance a
3. oa formes ha User ha to Mia Bolle gt gt morse tinm User Manuals under the Merchant Access Tab In the User Manuals section find an online user manual separated into easy to use sections Forms under the Merchant Access Tab In the Forms section find downloadable forms in PDF i e Manual Credit Card Stop Order Transaction Manual Credit Refund Forms and Merchant Maintenance Forms Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 Additional Resources under the Merchant Access Tab In the Additional Resources section find user manuals on integrated transactions GoodX Medemass Elixir Health Focus Eminance Vericlaim Setting up Nexion Integration under the Merchant Access Tab In the Setting up Nexion section find user manuals on setting up Nexion for integration Training Resources under the Merchant Access Tab In the Training Resources section find a guideline on using Nexion to manage your cash flow Starting the program 1 Double click on the Nexion icon on your desktop f amp ion Payment Solutions N i 2 The User Login screen is displayed Nexion User Login nexion Usemame x Password Get Settings p Nexion will be pre installed with the users as specified on your application form 3 Select user name from the dropdown list Nexion User Login Copyright Nexion SA Pty
4. the desired printer type e A Slip Printer e B Windows Printer gt v Receipt Settings Receipts Cash Drawer Printer Slip Printer A HP LaserJet M3035 MFP PCL 6 x Windows Printer B HP LaserJet M3035 MFP PCL6 4 Select the desired printer from the dropdown list e A Do atest print e B Select Save gt g Receipt Settings c e Receipts Cash Drawer Slip Printer HP LaserJet M3035 MFP PCL 6 v Windows Printer VENDOR THERMAL PRINTERICOPY VENDOR THERMAL PRINTER Send To OneNote 2010 Microsoft XPS Document Writer Joumal Note Writer Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 5 A settings saved screen will be displayed Select lt OK gt to continue Settings saved Navigating the system The Main Menu gt e Standalone 3 5 0 2 File Tasks Settings Menu Options _ eC x O i j Process Standalone Transaction Payment Solutions t Obtain Pre authorization Generate Reports Reprint Receipts Register Stop Order Party Deposit Cash Cheque Process Refund Buttons on the Main Menu Screen Process Standalone Transactions Provides access to the payments screen where you can capture and process client payments Obtain Pre Authorization Use this option to reserve funds on a credit ca
5. User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 Chapter 2 Getting Started Congratulations on installing Nexion There will be a program icon located on your Windows Desktop click on this icon to start the Nexion application In the activation pack you received from Nexion you will find the following items please familiarize yourself with them at this time as we will refer to them in your training At any time you can call our call centre on 0861 NEXION for customer support or to schedule additional training Window Decals please affix in a visible position to indicate to clients that you now accept credit and debit cards Nexion User manual Nexion Quicklinks guide Starter pack containing Manual Credit Card Forms in case of power outages Stop Order Transaction Forms ACB for your stop order facility Manual Credit Refund Forms in case of a refund Merchant Maintenance Forms to amend any details pertaining to the practice l e Change of address telephone user or bank details All support documentation can also be found on our website www nexion co za in the Merchant Access Tab LEIES AW fel H PRHE TAVIA HRCHAHNT ACE WALER ACCOR Cty AAMT TO Gre Gere ican e fi APE capes he pide ten a Go ke Gur pepa ap el og Ada reduced thet ergy T in e igma Pimy o pai Th a pou mid ae ygi oniga mian an ea AT i mpe E ea E Han Pes mE eee ianua fonon Aor Maneal Treceections and
6. an ACB Test Mandate Date Mandate Attached Save Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 B User Maintenance Changing your password first time user After Initial log on the user password needs to be changed to do this 1 From the Nexion Main Menu select the Tasks Tab From the Tasks drop down menu select the User Maintenance Option The User maintenance screen is displayed e moo sneme mm Mln hiimh marmi erase Repor Subsocmptions Stan Pre autre Deras Preece Select Usemame Derick Curent Password New Password Contin Cancel Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 3 Type in your Current password User Maintenance z Select Usemame nexion Curent Password see New Password Contin Cancel 4 Type anew password in the New password field User Maintenance i Select Usemame nexion Curent Password New Password Contin Cancel 5 Type in your new password in the Confirm field User Maintenance P Select Usemame nexion Curent Password New Password Confim Copyright Nexion SA Pty Ltd Version 3 5 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5
7. ayment Solutions Nexion Call Centre 0861 639466 Version 3 5 3 Select the stop order party to be viewed Seachby Bank tec No Title Mr 776567898776 mrs MR Name Nicholas nnnn b test Bronwyn N Melanie Cinda Acc test Surname Botha bbbb Pieterse Coetzee koos ID No 1234567890 7897987987 8607160201087 22 67890987 8607160201087 3607160207087 8904040249083 8008265142086 1234567890 Bank Acc No 92129978540 92129978540 62255439442 00071535462 92129978654 0071535462 62201234512 62255439442 0071535462 92129978540 Branch Code Last Mandate 632005 632005 201709 632005 360000 201709 status _id 2011 02 02 12 00 00 AM 1 2011 02 09 12 00 00 AM 1 2011 02 08 12 00 00 AM 1 2011 02 08 12 00 00 AM 1 2011 02 10 12 00 00 AM 1 2011 02 02 12 00 00 AM 1 Randythere 2011 02 10 12 00 00 AM 1 Craig Craig HandyAndy Furter Furter 8002316152086 1111111111111 1111111111111 00123456789 12312312311231 123112312313563 ull 4 The Register Stop Order Party screen is displayed see chapter on registering a stop order party Stop Order Party Registration Merchant Development Merchant Ref DEB 1234 Ace Holder ID No 607160207087 Acc Holder Title Mrs Acc Holder Name Bronwyn Acc Holder Sumame Leeman Bank Name FNB io Account Number 62401234512 Branch Code 201709 Account type Cheque Account Name 6 Leem
8. ceipts Allows you to reprint receipts Whether it is for the last transaction processed or any previous Nexion transaction processed Fapt Facets Deposit Cash amp Cheque Cash amp Cheque transactions will remain pending on your reports until such time when you cash up your till and a cash deposit detail is printed which will then change the status to paid Depos Cash 1 Chens Process Refund Use this option to do a full or partial refund against a previous transaction Note that debit card transactions cannot be refunded directly to the card however it an alternative refund method may be used Pretest Heud Copyright Nexion SA Pty Ltd
9. es specified and scheduled by you Keep in touch with your cash flow by having reports delivered to you 1 From the Nexion Main menu select the Task tab ay ty Standalone 3 5 0 2 oo xd Payment Solutions 2 Select Report Subscriptions So Standalone 1507 a Se fecal File Tasis Setting 5 Dbam Dide Party Minien User martenence Report Subeoiptions Dhien Porputhorinaion Genes Facets Faga Stop Orde Party Aaowt Secects Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 3 Select Add Report Type Tran Category Tiben Status Cycle Period licensee Development Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 5 Select the report you wish to be subscribed to from the drop down Destination Email i Send Test Email Report Type Submission Ton Category A Tren type Al bd Status Cycle Period Daily Destination Email Send Test Email licensee Development Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 7 Select the transaction type from the drop down oot Type Simeon Ton aoe Tan type All oo EFA Cycle Penod Waster Card Visa Send Test Ema
10. il 8 Select the Cycle Period from the drop down Report Type Submission Ton Categor Trn type All Status Cycle Period Daik Ea Daily Weekly Monthly Destination Email licensee Development Copyright Nexion SA Pty Ltd Version 3 5 Nexion Call Centre 0861 639466 Version 3 5 User Manual Nexion Payment Solutions 9 Select the status from the drop down scheduled Report Report Type Submission Tren Category Town type Status A Cycle Period Pending Failed Paid i Send Test Email Destination Email Licensee Development Ton cateo Gc Send Test Email Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 11 Type in the Destination Email address fak Scheduled Report Repot Type Submission d Ton Category Card Tanie Le sas Destination Email bleeman nexion co zal Send Test Email 12 Select Send Test Email Scheduled Report oon Ton Ea Tn Category Cycle Period Daily Destination Email bleeman nexion co za Send Test Email Licensee 13 An Email Sent Successfully message will be displayed Select lt OK gt and the user is returned to the Schedule Report screen to subscribe to more reports To return to the main menu select lt Cancel gt Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Cent
11. nd C Report subscriptions gt Standalone 3 5 0 2 File Tasks Settings Member maintenance User maintenance Report Subscriptions Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions A View Debit Order Parties To view a previously registered stop order party do the following 1 Copyright Nexion SA Pty Ltd n Puyment Solulians 111111 Mr Mr 776567898776 mrs Nexion Call Centre 0861 639466 User mamtenance Report Subscriptions Name Craig Craig Craig Craig Nicholas 11111 John Nicholas nnnn b test Bronwyn Sent e Surname Furter Furter Furter Furter Botha 111111111 Dirt Botha bbbb bot N Leeman ID No 1111111111111 1111111111111 1111111111111 1111111111111 1234567890123456 11111111 7007295272086 1234567890 7897987987 8607160201087 22 67890987 Bank Acc No 4938050068191489 07123456789 09303984203 00071535462 12345678909 11111111111 02734560012 92129978540 92129978540 62255439442 00071535462 92129978654 0071535462 til Branch Code Last Mandate 051001 029384 020509 1234 1111 020099 632005 632005 201709 632005 360000 201709 1 1 2 1 1 1 1 1 1 1 1 2011 02 02 12 00 00 AM 1 2011 02 09 12 00 00 AM 1 Version 3 5 From the Nexion Main Menu select the Tasks tab From the drop down menu select View Debit Order Party User Manual Nexion P
12. pyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 B Cash Drawer Settings 1 Select the Settings tab from the top bar of your main menu File Tasks hexion Payment Solutions h j File Tasks Settings l nexion Paymenl Selulans h J Copyright Nexion SA Pty Ltd Version 3 5 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 3 The Receipts Settings screen will be displayed e A Select the Cash Drawer Tab on the top of the screen e B If acash drawer is installed onsite tick the box that says Cash drawer installed e C Select Save gt y Receipt Settings SARS E Cash draw installed 5 A settings saved screen will be displayed Select lt OK gt to continue Settings sawed Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 C Printer Settings 1 Select the Settings tab from the top bar of your main menu File Tasks nexion Payment Solutions j 2 Select Receipts from the drop down menu File Tasks Settings 1 Receipts faio n Payment Solulans h J Copyright Nexion SA Pty Ltd Version 3 5 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 3 The Receipts Settings screen will be displayed Select
13. rd allowing you to guarantee funds for 5 to 7 working days This feature will allow you to collect shortfalls and to lock in funds on your clients cards prior to services being rendered Obtain Pre authorization Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 Generate Reports Access to Bank Recon Previously Cash Report as well as the Submission and Pre Auth reports see chapter page Generte Reoots Submission Report Used to reconcile practice management debtor system Generate a report detailing the transactions processed receipted within the selected date range Bank Recon Report Used to reconcile bank account s Generate a report detailing transactions funds that have been deposited to the practice merchant bank account s within the date range selected Pre Auth Report Used to view pre authorizations Generate a report detailing pre auths taken 5 to 7 days prior on a client s card Register Stop Order Party Allows you to register a debtor for recurring payment such as treatment plans and for subscriptions such as contact lens programs Nexion enables you to deduct funds from your debtor s savings or cheque account in instalments of up to 18 months Transactions can be processed on Nexion provided the start date first transaction is not later than today and no more than 30 days in the future Register Stop Order Party Reprint Re
14. re 0861 639466 Version 3 5 Settings Tab Select the Settings to A change Receipt settings B Cash Drawer settings and C Printer settings e f Receipts A Receipt Settings 1 Select the Settings tab from the top bar of your main menu n xion Payment Solutions h j 2 Select Receipts from the drop down menu File Tasks Settings nexion Paymens l Solulhians Obtain Pre authorization Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 5 3 The Receipts Settings screen will be displayed Select your desired settings and Save y Receipt Settings _Receipts Cash Drawer Printer Bank 2 Receipts printed on one page in Landscape view 1 Receipt i 2 Receipt fone per page 0 No Receipts Cash 2 Receipts printed on one page in Landscape view 5 1 Receipt 2 Receipt fone per page No Receipts Card 2 Receipts printed on one page in Landscape view 1 Receipt 2 Receipt fone per page Stop Order 2 Receipts printed on one page in Landscape view 1 Receipt 2 Receipt fone per page Failures 2 Receipts printed on one page in Landscape view 9 T Receipt gt 2 Receipt fone per page No Receipts Cancel 4 A settings saved screen will be displayed Select lt OK gt to continue Settings saved Co
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