Quick Reference Guide

 

Want to learn how to use your Ingenico terminal? Take a look at our Quick Reference Guide, featuring simple step-by-step instructions to help you complete a wide variety of daily actions.

Sales Transactions

 

  • Enter amount and confirm with  Green Card
  • Wait for display to show Contactless logo or Insert Card, then insert card
  • When prompted, ask card holder to enter PIN and confirm with  Green Card
  • Display shows Authorisation response and merchant receipt prints
  • When Print Customer Copy appears, and press Green square to print receipt for the card holder
  • Remove Card
  • Enter amount and confirm with  Green Square
  • Wait for display to show Contactless logo or move card closer to the display, then ask card holder to present card
  • Display shows Authorisation response and merchant receipt prints
  • When Print Customer Copy appears, press Red square. If customer requests a receipt, press Green Square to print receipt for the card holder
  • Enter amount and confirm with  Green Square
  • Wait for display to show Contactless icon or Insert Card, then type the 16 digit card number and confirm with  Green Square
  • Enter valid expiry date (format MMYY) and confirm with  Green Square
  • Enter CVV number and confirm with  Green Square
  • Display shows Post Code, enter numeric elements of the cardholders post code (where the card is registered) and confirm with  Green Square
  • Display shows Provide Address, enter house number (where the card is registered) and confirm with  Green Square
  • Verify signature if available when Signature verification appears
  • Select Yes by pressing  Green Square
  • The receipt for the card holder prints

Sales Transactions with Optional Additional Features

 

The terminal automatically detects eligible cards and alerts you that the transaction amount can be converted. If prompted, always remember to ask the card holder if they would like to pay in their home currency. After the card is read by the terminal the following additional steps occur:

  • Terminal prompts Acceptance of DCC
  • Ask the card holder if they would like to pay in their home currency – benefits are: > Very competitive exchange rates > The card issuing bank should not apply any additional fees > The process is very transparent for the card holder and each receipt shows the amount in the local currency, the exchange rate applied and any commission/fees to the exchange rate as well as the amount in the card holders currency
  • Card holder can choose either Yes by pressing  Green Square or No by pressing  Red Square
  • Depending on the card holders decision, the transaction will be processed in the cardholders home currency or as a local currency

If this function is activated, the card holder can withdraw cash from his card. After the card is read by the terminal the following additional steps occur:

  • Terminal prompts Cashback
  • Ask the card holder is they wish to avail of Cashback
  • Card holder can choose either Yes by pressing Green Square or No by pressing  Red Square
  • If Yes, enter amount and confirm with  Green Square

If this function is activated, the card holder can add a tip on top of the original sale amount. After the card is read by the terminal the following additional steps occur:

  • Terminal prompts Sale with Tip
  • Card holder can choose either Yes by pressing Green Square or No by pressing  Red Square
  • If yes, enter amount and confirm with  Green Square

Authorisation and Capture Transactions

 

  • Press Menu and then select Pre-Authorisation
  • Enter amount and confirm with  Green Square
  • Wait for display to show Contactless icon to insert card
  • When prompted, ask card holder to enter PIN
  • Display shows Authorisation response and merchant receipt prints
  • When Print Customer Copy appears, press Green Square to print receipt for the card holder
  • Remove card
  • Press Menu and then select Completion
  • When prompted The amount must not exceed the Pre-Authorisation enter amount and confirm with  Green Square
  • When prompted, ask card holder to enter PIN
  • When prompted Authorisation Code enter the matching pre-authorisation by typing the numbers using the keypad - letters can be entered using the keypad plus the F4 key, e.g. an A is achieved by pressing 2 then the F4 key (note: the “Authorisation Code” must be entered exactly the same as the authorisation code printed on the pre-authorisation receipt)
  • Display shows Post Code, enter numeric elements of the cardholders post code (where the card is registered) and confirm with Green Square
  • Display shows Provide Address, enter house number (where the card is registered) and confirm with  Green Square
  • When Print Customer Copy appears, press Green Square to print receipt for the card holder
  • Remove card

Modifying Existing Transactions

 

 

  • Press Menu and then select Void
  • Enter receipt number and confirm with  Green Square
  • Enter amount to be voided and confirm with Green Square (The amount to be voided must match the amount from the receipt number you have entered)
  • Display shows Transaction cancelled and merchant receipt prints
  • When Print Customer Copy appears, press Green Square to print receipt for the card holder
  • Press Menu and then select Refund
  • Enter amount to refund and confirm with  Green Square
  • Wait for display to show Contactless icon to insert card
  • When prompted Signature verification select Yes by pressing Green Square and the receipt for the card holder prints
  • Remove card

Administration

 

  • Press Yellow Square and type in the admin password and confirm with  Green Square
  • Select Reports and confirm with  Green Square
  • Select Daily Report or Overall Report and confirm with  Green Square
  • Report prints
  • Press Menu and then select Settlement and confirm with  Green Square
  • Settlement report prints
  • Press Menu and then select Cashier
  • Press Green Square then select Add
  • When prompted for a Cashier ID enter a 4 digit ID and confirm with  Green Square
  • When Password appears enter a 4 digit code and press  Green Square
  • When Repeat password appears re-enter the 4 digit code and press  Green Square

Terminal Power On/Off

 

  • To switch On the terminal when it is off at the base press  Green Square
  • The terminal can be powered Off by simultaneously holding down Yellow Square and the full stop button

If you require further assistance, please call the helpdesk on 0333 005 0999.

Financial disclaimer:

Terminal hire contracts are provided by Merchant Rentals Limited, who is authorised and regulated in the UK by the Financial Conduct Authority (FCA) for Consumer Hire under FRN 720500. Terminal hire can be for consumer hire and non-regulated hire contracts. Please check your contract carefully for details. Regulation of all consumer hire fall under the control of the FCA.

Handepay Ltd is authorised and regulated by the FCA for Consumer Credit under FRN 673564. Handepay is a credit broker for consumer hire not a lender.

Handepay acts as an introducer of card acquiring services on behalf of EVO Payments UK, the card acquiring service provider. EVO Payments UK is the trading name of EVO Payments UK Ltd, a payment institution that is authorised and regulated by the Financial Conduct Authority (FRN number 959332).

Existing Cards Businesses- The one-month rolling terminal hire contract from Merchant Rentals is only available to businesses that are switching from their current acquirer to EVO Payments UK arranged through Handepay.

New to Cards Businesses- The 12-month terminal hire contract from Merchant Rentals is only available to businesses that are new to card payments and wish to receive acquiring services from EVO Payments UK, arranged through Handepay.

The Next Day Banking Settlement service provided by EVO Payments UK incurs an additional fee of £4 a month on top of your acquiring service charges and fees. Provided your card machine performs a reconciliation before 12am (midnight), you’ll receive settlement of funds the next banking day.

Editorial disclaimer:

The information we provide does not constitute financial advice and might not apply to your business. Always carry out research into your business’ needs when choosing a new merchant services provider.

Sometimes, we link to other third-party websites to provide you with additional information. At the time of publication, we consider the information accurate, however, we do not have control over their content and are not responsible if any information on these websites change.

The products we display on our website are for illustrative purposes only - if your business requires additional facilities, you may receive a different model than advertised.

All of the information contained on this website, including fees, services and functionality, are correct at time of publishing. E&OE.

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