Payline User Guide - EFTPOS
Contents
1. Z6 Busy Auto logon in progress Z7 Busy EMV file in progress Z9 Signature Declined ZA Sign Receipt PINPad ZB PINPad not initialized ZC Card Reader Error ZD PINPad offline ZD PINPad offline ZE PINPad Back Online ZF No unit selected ZG Unknown command ZH Service Shutdown Z PC Shutdown ZJ System Startup ZK System Startup but PIN Pad Offline ZL PIN Pad serial Swapout serial number changed EFIPOS Response Codes are provided as information only and they are subject to change Contact Payment Express if you wish to interpret them Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 I US 1 877 434 0003 Rest of the world 64 9 309 4693 support paymentexpress com www paymentexpress com CO paymentexpress2. reset to meet your requirements as outlined below Create Report Customer Accounts Re ports ermina Merchant Accounts Other Reports Ready Reports Reports A Risk Management Refresh List Transactions pe oe Se ess Untitled 05 08 2011 11 30 46 Read FDF D hed EventCineAMEX xlsx Invalid text file type 3 05 08 2011 11 20 53 Read CSW Exit Untitled 05 08 2011 11 13 37 Read CSV Once you have entered 4ll the required information click on Create Once your report has been generated it will appear under the Ready Reports section An example of what your report should look like is shown below The final step is to print or save the report to your hard drive You can periodically check if the report you have just created is ready by clicking on Refresh List All new reports have their status set to Unread Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 Z Q mentex ress support paymentexpress com www paymentexpress com Z pP Report Name Format Types Results Start Free text field to enter a meaningful report name Select from PDF or CSV format This by default is set to PDF Select the types of transactions you wish to report on Select the types of transaction results you wish to report on The start date from which you would like to report on E
3. 0 POSSUM S Parking W 04 08 2011 14 15 09 411111 11 NZD 10 00 POSSUM B Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 support paymentexpress com www paymentexpress com void U B284110103kyq2zn Purchase X C Details Block Card CB08040057e02f Purchase X Details Block Card E284030011kynoj0 Purchase X Details Block Card W3080405f192bf Auth X Details Block Card W3080405f18db8 Auth X Details Block Card l paymentexpress PASSWORD MANAGEMENT Payment Express recommend that you change your password periodically and that you do not store this in an easily accessible location To reset your password click on User Accounts and then Change Password from the menu item and enter your old password once You will be prompted to enter your new password twice Be aware that passwords are case sensitive and that your password must contain at least 8 characters with at least 1 being a digit ss PAYMENT MANAGER EFTPOS Terminals Merchant Accounts Old Password New Password Re Enter New Password Password Variable Billing Exit Please contact the Payment Express Team if you have any questions 7 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 I US 1 877 434 0003 Rest of the world 64 9 309 4693 t support paymentexp
4. 5 00 5 00 Te si TE a fc ote en Te K E i Te Im fea FL i spspsoo 5555585 CE k k k O AD ii cm i oe k E o oe a wu HAEE fo Card Type Card Holder Name Visa TEST DPS DPS DPS DPS DPS DPS These types of reports allow you to sort transactions by Merchant ID However these types of reports only include EFTPOS and credit card transactions They do NOT report on cash transactions The Merchant ID is issued by your merchant bank it usually corresponds to the terminal number on the EFTPOS receipt Merchant Id 1880580300 Da pi 1 Auth Code 000008 00004 7 000029 000015 000034 000005 Cur NZD NZD NZD NZD NZD NZD Amount 1 00 1 00 19 95 12 00 5 00 5 00 Card Num 499999 __ _ 0 499999 09 499999 09 499999 08 199999 08 399999 08 Card Type Card Holder Name Visa TEST1 DPS Visa TEST1 DPS Visa TEST1 DPS Visa TEST2 DPS Visa TEST2 DPS EFTPOS TEST4DPS Note If atransaction is from a foreign card issuer it will be recorded as equivalent value in New Zealand Australian Dollars For example Cur EUR and Amount 50 means the card holder has been charged 50 New Zealand dollar worth of European dollars In New Zealand the Merchant ID refers to the ETSL merchant ID issued by the merchant bank Each EFTPOS PINpad is associated with a unique merchant ID Please contac
5. Payline User Guide EFTPOS payment PAYLINE USER GUIDE EFTPOS Pay line is a web based payment management client that can be used to manage transactions and run reconciliation reports It can also be used to monitor your EFTPOS in real time LOGGING INTO PAYLINE You can logon to Payline though our website on www paymentexpress com using the username and password provided with your account Click on Client Login at the top right hand corner ofthe home page If you have any problems logging into Payline please contact Payment Express support via email on support paymentexpress com CREATING A REPORT Using Payline merchants can process on demand reports These reports are available in PDF and CSV formats Merchants can also process reports specific to date ranges and transaction types Please contact sales paymentexpress com for more information on the various reporting features available To process a report click on Reports then Reports from the menu item and click on the Create New Report button Select the report type you wish to create from the drop down box The Standard report reports on all transactions on a calendar day ie between midnight and midnight The Standard Settlement Date report reports on all transactions that settled on the date selected and thus will match to your bank statement automatically By default the date range is set to the previous day These ranges can be
6. ame 3 Aug 2011 15 00 57 P Accepted ee ree eee ere 150058 AED 100 00 411111 11 Visa James Bond Type Count Total Visa P 1 AED 100 00 Visa P 1 NZD 100 00 AED 1 100 00 NZD 1 100 00 2 Aug 2011 Time Type Outcome Reference Auth Code Cur Amount Card Num Card Type Card Holder Name 2 Aug 2011 23 00 11 P Accepted Sa ease eee es 230012 NZD 100 00 411111 11 Visa Card Holder Name 2 Aug 2011 15 00 31 P Accepted Ciono A O ot 0 ZOTAN als 150031 AED 100 00 411111 11 Visa James Bond Page 1 Please contact the Payment Express Team if you have any questions 2011 PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 support paymentexpress com www paymentexpress com B Start Time 00 00 ix e End Time Sort co oo Desc q Create D Back CO paymentexpress Report type Standard EFTPOS and Standard EFTPOS Settle Date These types of reports allow you to sort transactions by Device ID The Device ID is usually the same as the serial number of the EFTPOS PINpad If you run the report in CSV format you may sort the CSV document using the parameter Device ID as a filter to obtain the transaction history of individual EFTPOS PINpads Auth Code 000047 000015 000034 000005 Report type Standard CAID and Settlement CAID NZD NZD NZD NZD NZD Amount Cashout Card Num 1 00 1 00 19 95 12 00
7. ds on remote sites Payment Express recommends using Serial as a search parameter You can also choose to view PINpad activities based on a particular date range Severity Event Site and Reco can also be used as search parameters however they are not recommended PAYMENT MANAGER Customer Accounts Eftpos Terminal Events EFTPOS Terminals ees StartDate 2 lune DD w 200 fo 0 0 Eftpos Terminal Data EndDate 2011 Jo o 0 Merchant Accounts Severity Other Event Reports Site Risk Management Serial Transactions ReCo User Accounts WD Info P E LE 2010942527 DPS ZH Stopped 10 16 17 PXPP op ReCo and T xt Refer to Appendix Contact Payment Express if you wish to interpret them Event F Magstripe Read Error The EFTPOS PINpad has failed to read the card Try and swipe the card again g Printer Error Problem with printer settings or hardware Contact IT administrator for assistance PINPad Online The EFTPOS PINpad has been connected to DPS EFTPOS Client software on the computer server PINPad Offline The EFTPOS PINpad has lost its connection to DPS EFTPOS Client software on the computer server Startup PXPP OK The DPS EFTPOS Client software has started successfully Download The EFTPOS client has downloaded resources for upgrade Diagnostic The EFTPOS PINpad has returned an error diagnostic message Contact Payment Express if you wish to interpret the message Terminal y The se
8. ion such as DateLastTransaction and DateLastLogon However some information in this section may be technical such as LastTransactionReCo We recommend that you contact DPS directly if you are uncertain of the information in this section It is unique for each EFTPOS PINpad and it is printed under the bar code on the back of the unit Payment Express user group named in Payment Express naming convention which the EFTPOS PINpad belongs to It usually indicates the store office site The LAN IP address of the computer server the PINpad is connected to Online The PINpad has been connected to Payment Express server at some point of time It does not reflect the PINpad status in real time Inactive The EFTPOS PINpad is not in use PINpad Offline There has been a problem with connection between the PINpad and the computer server Offline There has been a problem with the network or internet Card accepter name It indicates the store office site name returned from banking network It is usually specified in merchant agreement with the merchant bank Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 support paymentexpress com www paymentexpress com CO paymentexpress DIAGNOSTICS The EFTPOS Events feature allows you to search for activities of different EFTPOS PINpa
9. nter dates in DD MM YYYY format Parameters Report Name Reconciliation Report Aug 11 Report Standard Settlement Date Format PDF e Types Purch Auth Results Complete Refund You can also enter specific times you want to report on in the corresponding fields End The end date for which the report will be generated for Enter dates in DD MM YYYY format You can also enter specific times you want to report on in the corresponding fields Group This option is only available to merchants that have more than one account and allows them Accounts to choose which account they wish to report on Sort Select either ascending or descending based on how you would like records returned Direct Payment Solutions Date Range 4 May 2011 00 00 00 5 Aug 2011 00 00 00 4 Aug 2011 Time Type Outcome Reference Auth Code Cur Amount Card Num Card Type Card Holder Name 4 Aug 2011 23 01 03 P Accepted ET Te ee 230104 NZD 100 00 411111 11 Visa Card Holder Name 4 Aug 2011 16 38 40 P Accepted nztramps 163841 NZD 699 00 411111 11 Visa STEPHEN TUBBS 4 Aug 2011 15 00 11 P Accepted EEE 150012 AED 100 00 411111 11 Visa James Bond Type Count Total Visa P 1 AED 100 00 Visa P 2 NZD 799 00 AED 1 100 00 NZD 2 799 00 3 Aug 2011 Time Type Outcome Reference Auth Code Cur Amount Card Num Card Type Card Holder Name 3 Aug 2011 23 00 37 P Accepted 6 20110802 1 259 of 0 20110803110000 259 of 230038 NZD 100 00 411111 11 Visa Card Holder N
10. ponse Code AZ Invalid field48 BO AmountPurchase or AmountCashOut not zero for Balance transaction B1 AmountCreditLimit Invalid B2 Invalid Card is loyalty card not purchase card 4 4 BC Invalid CurrencyRate BD Currencyld BA Operator Cancel During Select Currency DCC only entry BE Currencyld Not Valid BF Init terminal 2 BG EnableCurrencyConversion Not Allowed BH CurrencyRate longer than 7 digits including decimal place BI Invalid Date EO EMV Download completed E1 App Blocked E2 TxnRef Error Trnasaction not found E3 No offline Pin support E4 DCC Currencyld invalid E5 DCC Acquirerld Invalid E6 DCC CurrencyRate Invalid E7 EMV card removed E8 ICC Declined FO Please log on offline transactions not allowed F1 Offline exceeded either num transactions or offline duration F2 Invalid offline transaction not purchase only F3 Declined offer to process offline F4 Offline over purchase limit Tip limit exceeded F5 Offline transaction already stored for this card F6 Only signature supported F7 Timeout waiting for merchant to allow offline transaction F8 Timeout waiting for merchant to allow excess offline amount F9 Timeout waiting for PINPad MAC Generate U9 Timeout for Transaction UA Power Fail UB Auto Logon timeout during transaction UC Timeout for reversal CANNOT PROCESS UD Auto Logon Failed Z1 Link Down Z2 Busy Z3 MacGen Error Z4 Printer Offline or error Z5 Busy PINPad Offline
11. ress com www paymentexpress com Z paymen express MONITORING EFTPOS PINPADS PAYMENT MANAGER Customer Accounts EFTPOS Terminals EFTPOS Events Eftpos Terminal Data Merchant Accounts Other Reports Transactions User Accounts Variable Billing Exit Serial Number Group Local IP Address Status Logon Text Eftpos Term Data Status sd J C Search D Group LocallpAddress Status Logon le Eftpos Terminal Data Details SerialNumber Group Deviceld LocalName Locallp ddress Status DateLastTransaction DateLastLagan DateLastUpdate LastTransactionReca LastlogonkeCo LogonText 2009844345 SampleEftpos CPS S 197 168 100 167 offline 04 02 2009 15 13 04 03 02 2009 17 36 33 18 02 2009 17 13 40 oo oo DPS TEST NEW Z2E4LANODPS TEST FACILITY Click on EFTPOS Terminals then EFTPOS Terminal Data menu items Select the status of the EFTPOS PINpads from the Status drop down menu Once you have clicked on the Search button a status table of EFTPOS PINpads will be returned according to the selected status If you select nothing for Status and search it will simply return information on all EFTPOS PINpads connected to your EFTPOS Payline Manager account To check more details of a particular EFTPOS PINpad click on the Details button You may find some useful and straight forward information in the EFTPOS Terminal Data Details sect
12. rial number of the EFTPOS PINpad Site It usually indicates the store office site in Payment Express naming convention Not all types of events are included in this user guide Please contact the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 Z Q mentex ress support paymentexpress com www paymentexpress com 7 APPENDIX EFTPOS RESPONSE CODES AO CANCELLED A1 Cannot read Card A2 Invalid Slot A3 AutoLogon Failed TX A4 AutoLogon Failed Timout A5 AutoLogon Failed MAC A6 AutoLogon Comms Error A7 Cannot save terminal state A8 Invalid ReceiptLine Terminator from POS AC Invalid ReceiptLine Terminator from SysParam AD Invalid ReceiptREset from SysParam AE Invalid ReceiptSeparator from POS AF Invalid ReceiptSeparator from SysParam AG Invalid ReceiptEject from SysParam AH Invalid ReceiptEject from SysParam Al Select Account timeout AJ GetPin timeout AK Invalid cash out Amount AL Invalid Amount AM Invalid Amount Too High AN Zero amount transaction not allowed AO Operator Cancel During Enter card AP Operator Cancel During Manual PAN entry AQ Operator Cancel During Select Account entry AR Operator Cancel During PIN Entry AS Invalid Amount Cash out for purchase only AT Terminal parameters not set AU Card Read error AV MAC VAlidation Error AX Message Validation Error AY Invalid Res
13. t the Payment Express Team if you have any questions PHONE NZ 0800 PAYMENT 729 6368 AU 1 800 006 254 UK 0800 088 6040 US 1 877 434 0003 Rest of the world 64 9 309 4693 support paymentexpress com www paymentexpress com fh paymentexpress TRANSACTION SEARCH The transaction search feature allows you to search for all transaction types you have processed To search for a transaction click on Transactions then the Transaction Search option from the menu item You can also choose to view transactions based on a particular date range Please note that the date range specified must be less than 30 days To view details of a transaction click on Details in the last column PAYMENT MANAGER Customer Accounts Transaction Search EFTPOS Terminals Merchant Accounts Start Date 4 m ams lat Elo oo oo Other End Date 6 Jam Eat Mo 0 o Reports Card Number Risk Management CardPartial64 Transactions TxnRef Complete Card Holder ae Sort Order DESC iza Dae o Card Number Card Holder Merchant Ref Transaction Search create token 1 260 of 0 Te v 04 08 2011 23 01 03 411111 11 NZD 100 00 Card Holder Name 20110804110000 260 of 0 20110804 Variable Billing w 04 08 2011 16 38 40 411111 11 NZD 699 00 STEPHEN TUBBS nztramps Exit Customer A 60 of 0 w 04 08 2011 15 00 11 411111 11 AED 100 00 James Bond 20110804030000 60 of 0 20110804 W 04 08 2011 14 19 58 411111 11 NZD 10 0
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