Leo User Guide - Commonwealth Bank of Australia
Contents
1. Paper Roll Insertion Status LED LED DESCRIPTION O D PRINTER OFF COMMUNICATION STATUS PRINTER ON STANDBY lt 2 HEADING OVER TEMPERATURE xs PAPER END RECOVERING ERROR RECEPTION ERRORS parity frame error overrun error x6 MISINTERPRET COMMAND 7o COMMAND RECEPTION TIME OUT BATTERY RECHARGE PRINTER ON STANDBY recharge finished Download the Software Application to your Apple device If you are using the CommBank Pi App to process transactions download the CommBank Pi App from the Apple App Store to your Apple device If you are using a Commonwealth Bank accredited software application which is provided by a 3rd party developer please contact the developer on how to download the software application Page 7 CBA3078 190413 indd 7 8 05 13 2 46 PM Terminal Configuration Terminal Management System TMS logon If you are utilising a software application other than CommBank Pi A logon to the TMS must be completed at initial installation and at least once a month to pick up any new terminal software updates 1 Press the F key on the Leo terminal which is located directly above the red cancel key followed by Enter MANAGER PASSWORD ENTER CODE amp OK 2 Press 2 for Terminal 1 EFTPOS 2 TERMINAL 3 Enter Manager Password followed by Enter MANAGER PASSWORD ENTER CODE amp OK 4 Press 1 f2. F function key enter the MANAGER PASSWORD and press the Enter key MANAGER PASSWORD ENTER CODE amp OK 2 Press 1 EFTPOS 1 EFTPOS 2 TERMINAL Leo Quick Reference Guide Page 32 CBA3078 190413 indd 32 8 05 13 2 46 PM G CBA3078 190413 indd 33 D Press the F4 key to scroll down to the next screen Press 5 TIP ADJUSTMENTS Enter the MANAGER PASSWORD and press the Enter Press 1 ADD TIPS ENTER TIP NO from the original receipt and press Enter 1 DUPLICATE RECEIPT 2 TOTALS 3 SPECIAL FUNCTIONS MORE 4 TRAINING 5 TIP ADJUSTMENTS BACK MANAGER PASSWORD ENTER CODE amp OK 1 ADD TIPS 2 LIST STORED TRANS 3 BATCH UPLOAD MORE ENTER TIP NO ENTER NUMBER AND OK Page 33 8 05 13 2 46 PM 8 Enter the tio amount and press Enter PURCHASE 0 00 TIP 0 00 ENTER AMOUNT AND OK 9 The terminal will display TIP ACCEPTED TIP ACCEPTED iSMP 10 Repeat steps 7 to 9 until all tipping transactions have been updated List Stored Transactions The List Stored Transaction function allows you to print out a list of all transactions for the day which can assist with reconciliation of tipping transactions 1 On the Leo terminal press the F function key enter the MANAGER PASSWORD and press the Enter key MANAGER PASSWORD ENTER CODE amp OK 2 Press 1 EFTPOS 1
3. Status APPROVED Terminal ID 33097513 Merchant ID 311000063097533 Merchant Name LEO IPOD 13 DEMO Page 13 CBA3078 190413 indd 13 8 05 13 2 46 PM Purchase Transaction with card swipe or insert The following outlines the steps involved to processing a credit or debit card transaction where the card is either swiped or inserted The steps to completing are as follows 1 Press Purchase on the home screen 2 Enter the purchase amount and press Continue Please enter purchase amount 3 Flip the device over then swipe or insert the customer s card O E Gap GD PRESENT CARD iSMP 4 Select the account by pressing the function keys below the CHQ SAV CR text SELECT ACCOUNT CHQ SAV CR iSMP ED E3 EI ce Leo Quick Reference Guide Page 14 CBA3078 190413 indd 14 8 05 13 2 46 PM 5 Enter PIN and press Enter or press Enter for a Signature transaction Receipt must be printed if signature is selected PURCHASE CREDIT TOTAL 0 00 ENTER PIN OR OK 6 Remove card when prompted by the terminal Insert card transactions only REMOVE CARD iSMP 7 Verify signature if it is a signature transaction Press YES to approve or NO to decline SIGNATURE REQUIRED Please note that the transaction will SIGNATURE VALID timeout after 3 minutes if the operator eN does not select Yes or No if this sa occurs the transaction will be processed
4. a S w 5 GB Today Dollar Taping Manual Tipping Percentage Tipping Quick Tipping ow oO Transter most recet tuts we ceo and Tasacton eporns Split Bin Set method of adpamng apet tet Transaction Totals gt Cisglag tarsan and tp Sota Tipping ega part of Pe Jeri ipang rece Last Transaction gt Get et Pansection od cownt detads CBA ing Terrapal uae report tor CBA Page 47 8 05 13 2 46 PM 4 Press on one of the two options To retrieve last receipt press the yellow Get Last Receipt tab To retrieve last transaction press Get Last Transaction Details will automatically generate on the screen Changing Print Settings You can change the Leo print settings to make sure both the customer and merchant copies of the receipt are printed at every transaction 1 Go into Settings on your Apple device and scroll down and go into CommBank Pi 2 Under Printer go into Target 3 Select Leo Device Leo Quick Reference Guide CBA3078 190413 indd 48 Responses Mag READY Purchase Amount 0 Cash Out Amoun 0 Account Type Date 240912 Time 1712393 Card Name DINERS CLUB Card Type 6 a Music gt 22 Videos gt Be Photos amp Camera gt EJ Twitter gt f Facebook gt i CommBank Pi gt Nike iPod gt e POSPlex gt PED Connectivity Serial OFF Printer Target CommBank Pi gt Logging Enabled r on Send to console r
5. EFTPOS 2 TERMINAL Leo Quick Reference Guide Page 34 CBA3078 190413 indd 34 D 8 05 13 2 46 PM G 4 5 6 re Press the F4 key to scroll down to the next screen Press 5 TIP ADJUSTMENTS Enter the Manager Password and press the Enter Press 2 LIST STORED TRANS Press Enter the terminal will then print a List Stored Transactions report to the printer CBA3078 190413 indd 35 1 DUPLICATE RECEIPT 2 TOTALS 3 SPECIAL FUNCTIONS MORE 4 TRAINING 5 TIP ADJUSTMENTS BACK MANAGER PASSWORD ENTER CODE amp OK 1 ADD TIPS 2 LIST STORED TRANS 3 BATCH UPLOAD MORE REPRINT RECEIPT OK OR CANCEL Page 35 8 05 13 2 46 PM Batch Upload Batch Upload transmits the updated transaction amount including the Tip amount to the Bank 1 On the Leo terminal press the F function key enter the MANAGER PASSWORD and press the Enter key MANAGER PASSWORD ENTER CODE amp OK 2 Press 1 EFTPOS 1 EFTPOS 2 TERMINAL 3 Press the F4 key to scroll down to the next screen 2 TOTALS 1 DUPLICATE RECEIPT 3 SPECIAL FUNCTIONS MORE 4 Press 5 TIP ADJUSTMENTS 4 TRAINING 5 TIP ADJUSTMENTS BACK 5 Enter the MANAGER PASSWORD and press the Enter MANAGER PASSWORD ENTER CODE amp OK Leo Quick Reference Guide Page 36 CBA3078 190413 indd 36 e gt 8 05 13 2 46 P
6. PM Pre Settlement The steps to completing a Pre Settlement are as follows 1 Press Settings on the home screen 2 Press Settlement Vere ODS an FEE epa Sa meth o mcg meet bell Stall Members O Bep sian io op pyr ered bpa J 3 Press on the white bar next to Settlement Type and select P Pre Settlement Response Msg LOGON REQUIRED Sottemant Gain EAn E 12 Satie Taia Present li Sotte Card Count Page 21 CBA3078 190413 indd 21 8 05 13 2 46 PM 4 Press the Settle button Settlement P Pre Settlement Type Response Msg APPROVED Settlement Date 05 03 13 Settle Total Present 0 Settle Card Count 0 5 Please wait while pre settlement is completed Settling Please Wait 6 The terminal will provide the option to view settlement totals on the screen print or email COMMONWEALTH BANK EFTPOS LEO IPOD 13 DEMO TERMINAL 33097513 REFERENCE 000399 CUMULATIVE TOTALS 14 MAR 2013 07 24 AMOUNT PUR 0010 2420 50 CSH O 0000 0 00 REFNI 0000 0 00 Leo Quick Reference Guide Page 22 CBA3078 190413 indd 22 8 05 13 2 46 PM Last Settlement The steps to completing a Last Settlement are as follows 1 Press Settings on the home screen 2 Press Settlement Dresher mo eoet Saray Vere ODS an FEE epa Sa meth o mcg meet bell Stall Members O Bep sian io op pyr ered bpa J 3 Press on the w
7. ensure that any 3rd party application you use on your Apple device does not capture any card information this includes card numbers expiry dates or cardholder verification PIN or signature details Cardholders must only enter their PIN into the pin pad on the Leo device and do not enter it into the iPhone iPod device Cardholders must only provide their signature on the merchant copy of the paper receipt and must not provide their signature on the iPhone iPod device Remember we re here when you need us 24 hours a day 7 days a week call us on 1800 230 177 or visit us at CommBank com au merchantservices What s included Leo allows you to convert your iPhone 4 4S or iPod Touch 4th Generation or below into a secure and fully portable merchant terminal Leo comes with the following elements 1 Leo device Power supply for charging USB cable 2 3 USB connection cable 4 Lithium ion Battery Leo Power Supply Lithium ion Battery C CAN CBA3078 190413 CBA3078 190413 indd 1 8 05 13 2 46 PM CBA3078 190413 indd 2 Getting to know Leo Bar code scanner activation buttons optional Display Screen Keypad Magnetic stripe Chip card reader reader 2D bar code Micro USB scanner connector iPhone iPod optional for charger Charge pads ON OFF key Leo keypad era Menu NAVIGATION keys FUNCTION key F NUMERIC keys CANCEL key red CLEAR key yellow ENTER k
8. Leo User Guide This user guide is for businesses that are using CommBank s Leo merchant terminal it is important you read this user guide so that you understand how to connect hardware process transactions and use the functions available on the CommBank Pi App If you are using a Commonwealth Bank accredited software application provided by a 3rd party developer please refer to the user guide provided by your software developer and contact the developer with any issues on how to download the software application Please note that while we provide you the Leo merchant terminal and your merchant facility we do not cover the cost of the communications costs e g mobile bandwidth relating to your operating the Leo device Important information to protect your business By accepting cards you provide convenience for you and your customers but there are risks the following steps should be followed at all times to protect you and your customers from fraud when using CommBank s Leo terminal You can use a software application provided by a 3rd party developer to process transactions but only if that 3rd party developer s application is accredited by us If you are unsure if the software application you are using is accredited please contact the Merchant Helodesk on 1800 230 177 24 hours a day 7 days a week When you accept cards you will be handling or transmitting card and cardholders details that are highly confidential You must
9. M 6 Press 3 BATCH UPLOAD 7 Atthe prompt BATCH UPLOAD select YES 8 All transactions will be transmitted to the bank with the tip amount included CBA3078 190413 indd 37 1 ADD TIPS 2 LIST STORED TRANS 3 BATCH UPLOAD MORE BATCH UPLOAD PROCESSING PLEASE WAIT Page 37 8 05 13 2 46 PM Split Bill Setting up Split Bill 1 Press Settings on the home screen 2 Press Split Bill 3 Turn Configure Split ON There are two split billing options only one can OF on be selected at one time Adjust each Soh per payment Adjust all Splits before payment Adjust each Split per payment The split amount can only be adjusted one at a time before each split payment is made F g Only person 7 can adjust his her split prior to the first payment person 2 can only adjust his her split after the first payment is made and so on Adjust all splits before payment All split amounts are adjusted before the first payment is made Leo Quick Reference Guide Page 38 CBA3078 190413 indd 38 8 05 13 2 46 PM Split Billing Adjust each Split per payment 1 Press Split Bill on the home screen 2 Enter the purchase amount of the total bill then press Continue Add Tip only if tipping is activated and selected for tip whole bill before splitting 3 Add or minus number of people splitting the bill by pressing the plus or minus
10. as approved 8 Flip the device back to the iPhone iPod and either print email the customer receipt or press finish Please note that you must offer your customer the option COMMONWEALTH BANK to receive a copy of the receipt EFTPOS ISMP IPHOME TEST REGHU DEV TERMINAL 33059080 REFERENCE D007 2a Gomme CUSTOMER COPY CARD NO 53531 662 Page 15 CBA3078 190413 indd 15 8 05 13 2 46 PM Purchase Transaction with contactless tap amp go The following outlines the steps involved to processing a credit or debit card transaction where the card is tapped using the contactless reader The steps to completing are as follows 1 Press Purchase on the home screen 2 Enter the purchase amount and press Continue 3 Flip the device over then tap the customer s card 4 Hold the customer s card over the terminal screen until all 4 indicators light up above the screen PRESENT CARD Leo Quick Reference Guide Page 16 CBA3078 190413 indd 16 8 05 13 2 46 PM 5 Flip the device back to the iPhone iPod and either print email the customer receipt or press finish Please note that you must offer your customer the option to receive a copy of the receipt COMMONWEALTH BANK ISMP IPHONE TEST REGHU DEV TERMINAL 33063080 REFERENCE 000728 CUSTOMER COPY CARD NO 53531 662 Refund Transaction The following outlines the steps involved to processing a c
11. ch semnat SAEIA 182 00 staff member TRANSACTION TOTALS STAFF TIPS TOTALS FROM TE Agu 012 118 To Dt Oectobar3042 1146 LEO IPOD 13 DEMO STAFF John MERCHANT ID 1 1000s a0 75a a AMOUNT PURCH 10 Ste Oh TPS i 00 TIPE i zam TIPS i 2 00 TPS a a0 REFUMD o PARIGI Page 45 CBA3078 190413 indd 45 8 05 13 2 46 PM Tipping Count 1 Press Settings on the home screen 2 Press Receipts amp Reports 3 Press Tipping Count g Transaction Totals gt Cisglay Tetcacdon and Lp tote pegs Dourt of he tee toes Teos je Last Transaction Gat leet Parsecton and roompt detas g CBA Reporting Torriana aage report tor CBA 4 Press on one of the three options To view today s tipping count press on the Today tab To view the tipping count for a particular month press on the Select Month tab and select the desired month To view the tipping counts by a date range press on the Select Date Range tab and select the required dates The tipping counts will generate automatically on the bottom of the screen Leo Quick Reference Guide Page 46 CBA3078 190413 indd 46 8 05 13 2 46 PM Dolar Taping Manual Tipping Percentage Tipping Qukk Tipping n ooo 9 Last Transaction 1 Press Settings on the home screen 2 Press Receipts amp Reports 3 Press Last Transaction CBA3078 190413 indd 47 August 2012
12. device over then continue processing the transaction as outlined in the Purchase Transaction section of this User Guide an gt Deferred Tipping Setting up Deferred tipping configuration 1 Press Settings on the home screen 2 Press Tipping Page 31 CBA3078 190413 indd 31 8 05 13 2 46 PM 3 Turn Tipping off Contact our Merchant Helpdesk on 1800 022 966 to have Deferred tipping activated Once the Merchant Helpdesk has activated Deferred Tipping you must complete a TMS Logon as outlined in this User Guide Deferred Tipping Functions For tips to be successfully completed Add Tips must be completed after each transaction or at the end of the day prior to settlement of each Leo terminal Note that if you complete a settlement and you have not completed Add Tips and Batch Upload tipping amounts will not be processed and the value will no longer be able to be processed If an operator attempts to perform a settlement prior to performing a batch upload the terminal will prompt with the following message Tip Transactions Stored Proceed on the Leo device If you have multiple Leo terminals add tips for each transaction can only be completed on the terminal that the original transaction was processed Add Tips Add Tips enables you to add the tip amount to the original transaction 1 On the Leo terminal press the
13. e Page 18 CBA3078 190413 indd 18 8 05 13 2 46 PM Settlement Leo provides 3 different Settlement options an explanation of each option is as follows S Settlement Settlement initiates the end of day processing of all transactions processed since the previous settlement and provides a total of all transactions for that period Only 1 Settlement can be processed per day P Pre Settlement Pre Settlement provides a sub total of all transactions processed since the previous Settlement L Last Settlement Last Settlement provides a summary of the previous Settlement Settlement The steps to completing a Settlement are as follows 1 Press Settings on the home screen 2 Press Settlement Dreier cet recent fore Vere ODE Bo Tamer reports Sm meth o mag meet bell 3 Press on the white bar next to Settlement Type and select S Settlement Response Msg LOGON REQUIRED Sottement Dain Pa Fd Satie Total Present li Sette Card Count Page 19 CBA3078 190413 indd 19 8 05 13 2 46 PM 4 Press the Settle button 5 Please wait while settlement is completed 6 The terminal will provide the option to view Leo Quick Reference Guide CBA3078 190413 indd 20 settlement totals on the screen print or email Settling Please Wait COMMONWEALTH BANK EFTPOS LEO IPOD 13 DEMC TERMINAL REFERENCE 000400 Page 20 8 05 13 2 46
14. ey green Leo Quick Reference Guide Page 2 8 05 13 2 46 PM Leo Battery Insertion Follow the steps below to insert the Lithium ion battery into Leo 1 Open the battery door as shown below 2 Insert the Lithium ion battery as shown below and press into place 3 Close the battery door iPhone iPod Insertion Follow the steps to insert your iPhone iPod into Leo 1 Pull up the cradle and rotate the handle over ready to insert the iPhone iPod Page 3 CBA3078 190413 indd 3 8 05 13 2 46 PM 2 Carefully insert the iPhone iPod bottom side first Please take care when inserting Charging the Battery Before using Leo for the first time you will need to charge the battery for 4 hours After this initial charge is complete Leo will only need to be charged for 3 hours to reach its full battery capacity You can use either the power supply or the USB cable to charge Leo Note that charging Leo via a wall socket power supply or USB connector will only charge the battery in the Leo device it will not charge the iPhone or iPod If you require both devices to be charged simultaneously charging docks can be purchased via the Merchant Helpdesk Charging with power supply 1 Plug the micro USB connector to the bottom of Leo as shown below and connect the power supply to your power socket Leo Quick Reference Guide Page 4 CBA3078 190413 indd 4 8 05 13 2 46 PM 2 A battery indicato
15. f members name will now appear under the staff member list Repeat steps 3 amp 4 to add more staff members Delete Staff Members 1 Press Settings on the home screen 2 Press Staff Members Transter most recet iraa 3 Swipe across Staff Member name so the red Delete button appears and press Delete Page 43 CBA3078 190413 indd 43 8 05 13 2 46 PM Receipts amp Reports Transaction Totals 1 Press Settings on the home screen 2 Press Receipts amp Reports 3 Press Transaction Totals Leo Quick Reference Guide CBA3078 190413 indd 44 Vere OEE Bd TERE reports Split Bin ae method o iar so fell Tu slaf ic oe pee eal bps Transaction Totals Diagpiiy ramadan and ip triat i Tipping Count Lege pri y Pe en ipon reo Cat ia ones on bj mo ah CBA Reporting Tariana iitega nifr toe CBA Page 44 8 05 13 2 46 PM 4 Select the date range by pressing on the From amp To tabs Staff tip totals can be set to ON or OFF E Select Date Range Fram eee To a gt G us 25 sop 13 ow 5 Once dates are selected press the yellow Show Report button i Select Date Range 1B August 012 1146 is t2 October2012 1138 gy 6 Report will generate press print or email If staff tip totals option is turned on the report will also i Commosweaih i show a breakdown of accumulated tips by ea
16. hite bar next to Settlement Type and select L Last Settlement Response Msg LOGON REQUIRED Sottemant Gain EAn E 12 Satie Taia Present li Sotte Card Count Page 23 CBA3078 190413 indd 23 8 05 13 2 46 PM 4 5 Please wait while last settlement is completed 6 The terminal will provide the option to view last settlement totals on the screen print or email Leo Quick Reference Guide CBA3078 190413 indd 24 Press the Settle button Settiement L Last Settlement Type Response Msg SETTLED Settlement Date 05 03 13 Settle Total Present 1 Settle Card Count 6 Settling Please Wait J ETTLEMENT 0 07 B NC AMOUN 0010 2420 50 0000 0 00 0000 0 00 Page 24 8 05 13 2 46 PM Tipping Leo provides 2 types of tipping options as follows Pay at table tipping Pay at table tipping provides your customers the ability to enter tips at the table It also allows tipping transactions to be processed on credit and debit card transactions with a PIN Pay at Table tipping provides several options on how tips can be calculated as outlined below in the section Pay at Table Tipping Deferred tipping Deferred tipping provides your customers the option to enter the tip amount on the merchant copy of the receipt and the tip amount is entered into Leo after the initial transaction has been processed Deferred tipping is only available for card transac
17. ired tipping options Quick Tipping Dollar Tipping Percentage Tipping Manual Tipping Tip each Split Bill portion Tip Whole Bill before Splitting 5 Select the back arrow to return to the Settings screen g Feceipts A Reports i Ver 1 6 PIERD DOT j Split Bim Sa method of siping w i LJ e E LAAS py i bow Leo Quick Reference Guide Page 26 CBA3078 190413 indd 26 8 05 13 2 46 PM Pay at Table Tipping Transactions Quick Tipping 1 Press Purchase on the home screen 2 Enter the purchase amount and press Continue Please enter purchase amount 3 Press Quick Tip defaulted to 10 of purchase amount to include the tip or for a manual tip press Please Enter Tip and enter in the value and press Confirm Purchase Please enber tip or final ammount 4 Flip the device over then continue processing the transaction as outlined in the Purchase Transaction section of this user guide Page 27 CBA3078 190413 indd 27 8 05 13 2 46 PM Dollar Tipping Use a slider to select the tip based on dollar amount 1 Press Purchase on the home screen 2 Enter the purchase amount and press Continue Please enter purchase amoun 3 Use the slider to select the desired tip value and then press confirm Dollar tipping is the default option when multiple tipping options are enabled Please select tip 4 Flip the device over then continue
18. l for payment by pressing on each portion they wish to pay 4 By default the bill is split evenly between the number of people paying Use the slider to adjust the split value All splits must be adjusted prior to the first payment being made Add Tip only if tipping is activated and selected for tip each split bill portion 5 Person 1 will then select the first portion and press Pay for Person P1 Each person can pay for multiple portions Add Tip only if tipping is activated and selected for tip each split bill portion 6 Follow steps 4 amp 5 for all remaining people Staff Member This function enables payments and tips to be tracked to individual staff members 1 When the Staff Member function is enabled Conmonweatth you will be prompted to select a relevant staff member at the beginning of each transaction after the Purchase or Split Bill button is selected on the home screen pyre John Page 41 CBA3078 190413 indd 41 8 05 13 2 46 PM Adding new Staff Members 1 Press Settings on the home screen 2 Press Staff Members Split Bin Set method of adpan on tel 3 Turn Capture Staff Member ON and press cy Add Staff Member J 4 Enter the staff member name and press Save alwle a t yjul tole a BBoG0o0o ee Leo Quick Reference Guide Page 42 CBA3078 190413 indd 42 8 05 13 2 46 PM 5 Thestaf
19. on y Filter Status gt CommBank Pi Target CommBank Pi Leo Device v Page 48 8 05 13 2 46 PM
20. or Configure 1 CONFIGURE 2 PASSWORDS 3 REBOOT Leo Quick Reference Guide Page 8 CBA3078 190413 indd 8 D 8 05 13 2 46 PM 5 Press F4 to scroll down 1 PINPAD LOCK 2 AUDIBLE TONE 3 LCD CONTRAST MORE 6 Press 4 for TMS logon 4 TMS LOGON 5 SELE TEST BACK 7 Please wait until logon download is complete where you ll be taken back to the home screen If you are utilising a software application other than the CommBank Pi App please refer to the relevant software application instructions from this point onward TMS logon If you are using the CommBank Pi software application A logon to the TMS must be completed at initial installation and at least once a month to pick up any new terminal software updates 1 Press Settings on the home screen Page 9 CBA3078 190413 indd 9 8 05 13 2 46 PM 2 Press Software Update Settlement Transfer most recent funds gt Receipts amp Reports View receipts and t s nd transaction reports Split Bill Set method of adjusting split bil Staff Members Setup staff to capture pa yments and tips Version 1 1 1 3 Ensure the Txn Type selected is T TMS Software and Parameter Download and press Software Update TxnType Response Msg APPROVED Terminal ID 33021345 Merchant ID 311000063021335 Last Updated Date 15 03 13 Last Updated Time 09 02 32 4 Please wait until download i
21. p when accepting transactions Split Bill for more details refer to the Split Bill section of this user guide Primarily utilised in the hospitality industry Split Bill enables you to offer your customers the option to easily split their bill at the table in an easy and flexible manner Staff Member for more details refer to the Staff Member section of this user guide The Staff Members function enables you to assign individual transaction tracking across your staff making it easy to track transactions and tips Common Functions Terminal Logon A Terminal Logon must be completed at the start of each day transactions can not be processed prior to a Terminal Logon Please note that your Leo device is pre configured with your Merchant and Terminal ID s this means that you can interchange multiple Apple devices with each Leo device The steps to completing a Terminal Logon are as follows 1 Press Settings on the home screen Leo Quick Reference Guide Page 12 CBA3078 190413 indd 12 8 05 13 2 46 PM 2 Press Logon 3 Press Logon Status LOGO RECARED Terminal ID 307513 Merchant iD Ji 1S TES Merchant Name LED081S DEMO 4 Please wait while the device initialises a Initialising Please Wait 5 Once the Terminal Logon function is completed it will return to the Logon screen with the Status displaying Approved
22. processing the transaction as outlined in the Purchase Transaction section of this user guide Leo Quick Reference Guide CBA3078 190413 indd 28 Purchase 50 00 Tip 5 00 55 00 Please select tip Page 28 8 05 13 2 46 PM Percentage Tipping Use a slider to select the tip based on a percentage of the bill amount 1 Press Purchase on the home screen 2 Enter the purchase amount and press Continue Please enter purchase amount 3 Press Tip button Tip is the default option when multiple tipping options are enabled 4 Use the slider to select the desired tip percentage value and then press confirm 50 00 Purchase Tap 0 00 Tip 50 00 Please select tip Page 29 CBA3078 190413 indd 29 8 05 13 2 46 PM 5 Flip the device over then continue processing the transaction as outlined in the Purchase Transaction section of this user guide Manual Tipping 1 Press Purchase on the home screen 2 Enter the purchase amount and press Continue Please enter purchase amount 3 Press Manual Tip button Tip is the default option when multiple tipping options are enabled Leo Quick Reference Guide CBA3078 190413 indd 30 Purchase Tip Page 30 8 05 13 2 46 PM 4 Enter the amount of the tip then press confirm Purchase Tip Please enter tip or final amount 5 Flip the
23. r is provided on the Leo screen indicating the charge of the device te 11 2010 15 26 16 Charging with USB cable 1 Plug the micro USB connector to the bottom of Leo as shown below and connect the USB connector to a USB port on your computer or USB hub Turning the power on off Leo To turn Leo on hold down the green Enter key To turn Leo off simultaneously hold down the key yellow Clear key iPhone iPod The power button is located on the holster s handle Press and hold down the button to turn the iPhone iPod on and off ON OFF key Page 5 CBA3078 190413 indd 5 8 05 13 2 46 PM CBA3078 190413 indd 6 8 05 13 2 46 PM Barcode Reader Optional The barcode reader is activated using the two side keys as shown below Once activated hold the terminal s barcode reader over the barcode until the scanned information has been received Note that the CommBank Pi App does not utilise the barcode reader Printer Description Paper roll compartment OPEN key Paper sensor Paper out Batteries compartment Card reader Status LED USB connector FEED key Belt clip Anti slip rubbed pods Printer Power On Off To power on the printer push the FEED key once To power off the printer push the FEED key twice in quick succession TURN ON i gt C T TURN OFF gt E 2x Leo Quick Reference Guide Page 6
24. redit or debit card refund transaction The steps to completing are as follows 1 Press Refund on the home screen 2 Enter the refund amount and press Continue 3 Flip the device over then swipe or insert the customer s card PRESENT CARD Page 17 CBA3078 190413 indd 17 8 05 13 2 46 PM 4 Select the account by pressing the function keys below the CHQ SAV CR text SELECT ACCOUNT 5 Enter PIN and press Enter or press Enter for a Signature transaction Receipt must be printed if signature is selected PURCHASE CREDIT TOTAL 0 00 ENTER PIN OR OK 6 Remove card when prompted by the terminal Insert card transactions only REMOVE CARD Cy iSMP 7 Verify signature if it is a signature transaction Press YES to approve or NO to decline Please note that the transaction will timeout SIGNATURE REQUIRED after 3 minutes if the operator does not select SIGNATURE VALID Yes or No if this occurs the transaction will be processed as approved 8 Flip the device back to the iPhone iPod and either print email the customer receipt or piece cee Rad oress finish Tae COMMONWEALTH BANK Please note that you must offer your customer EFTPOS ISMF IPHONE TEST the option to receive a copy of the receipt REGHU DEV TERMINAL 33069080 REFERENCE OCHO se CUSTOMER COPY CARD NO 53531 6621 PAN SEQ NO Leo Quick Reference Guid
25. s complete Logon In Progress TxnType T TMS Software and Parameter Please Wait Response Msg APPROVED Terminal ID 33021345 Merchant ID 311000063021335 Last Updated Date 15 03 13 Last Updated Time 09 02 32 CommBank Pi App Configuration Get Status A Get Status function must be completed at initial setup of the CommBank Pi App to ensure your trading name appears on receipts and user generated reports The steps to completing the Get Status function are as follows Leo Quick Reference Guide Page 10 CBA3078 190413 indd 10 8 05 13 2 46 PM 5 Press Settings on the home screen 6 Press Logon Vere OEE Bd TERE reports Sar meth oF miig meet bell Tu slaf ic cons ee eal bps 7 Press Get Status Status LOGON RECARED Tenmanal IC 3097513 8 The Get Status function will be processed Retrieving Status Please Wait Once the Get Status function is completed it will return to the Logon screen Page 11 CBA3078 190413 indd 11 8 05 13 2 46 PM Optional Configuration Settings The following CommBank Pi App configuration settings are optional depending on the nature of your business and your individual requirements Tipping for more details refer the Tipping section of this user guide Primarily utilised in the hospitality industry Tipping functionality enables you to provide the option for your customers to give you a ti
26. sign buttons You can split bills for up to 10 people and individuals can select or deselect multiple components of the bill for payment by pressing on each portion they wish to pay Page 39 CBA3078 190413 indd 39 8 05 13 2 46 PM Split Billing Adjust all splits before payment By default bill is split evenly between the number of people paying Use the slider to adjust the split value Only one split can be adjusted and the payment needs to be made before next split can be adjusted Add Tip only if tipping is activated and selected for tip each split bill portion Press Pay By Card or Cash Payment If Pay By Card is selected then continue processing the transaction as outlined in the Purchase Transaction section of this User Guide If Cash Payment is selected either print email receipt or press finish Follow steps 4 amp 5 for all remaining people Press Split Bill on the home screen Enter the purchase amount of the total bill then press Continue Add Tip only if tipping is activated and selected mene for tio whole bill before splitting Leo Quick Reference Guide CBA3078 190413 indd 40 Page 40 8 05 13 2 46 PM 3 Add or minus number of people splitting the bill by pressing the plus or minus sign buttons You can split bills for up to 10 people and individuals can select or deselect multiple components of the bil
27. tions where a signature is required If you require Deferred Tipping contact the Merchant Helpdesk on 1800 230 177 to have it activated Pay at Table Tipping Pay at table tipping provides multiple options on how to calculate tips as follows Quick Tipping A default tip amount is set which you can simply select to add to the final bill Dollar Tipping Use a slider to select the tip based on dollar amount Percentage Tipping Use a slider to select the tip based on the percentage of bill Manual Tipping Manually enter in the tio amount Manual Tipping is set to default whenever tipping is turned on Quick Tipping cannot be turned on in conjunction with the dollar or the percentage tipping options Dollar tipping and percentage tipping options can be turned on separately or together The following options are available when Split Bill functionality is turned on Tip each split bill Enables each customer to individually select their tip amount and add to their portion portion of the bill Tip whole bill before Enables customers to agree on a total tip at the start of the transaction and evenly splitting split the tip across each payment Setting up Pay at Table tipping configuration 1 Press Settings on the home screen Page 25 CBA3078 190413 indd 25 8 05 13 2 46 PM 2 Press Tipping Logon ta Banki y Ball Members flu slaf ic ors eee eral bps 3 Turn tipping on 4 Select the des
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