In-Person Payments

This page covers step-by-step instructions for completing the most common actions made with the Cashflows terminals.

Take a chip and PIN payment

  1. Press the Sale padlock button.

  2. Enter the amount to pay.

  3. Tap tick.

  4. Ask the customer to:
    1. Insert their card.

    2. Enter their PIN.

    3. Tap tick.

  5. The card machine connects to the host system for transaction approval and an Approved or Declined message is displayed.

  6. A copy of the receipt is automatically printed for you.

  7. Ask the customer if they want a receipt. If they do, tap the tick to print their copy. Otherwise, tap cross.

Take a contactless payment

  1. Press the Sale padlock button.

  2. Enter the amount to pay.

  3. Tap tick.

  4. Ask the customer to hold their card or mobile device close to the contactless symbol of the card machine.

  5. The card machine connects to the host system for transaction approval. An Approved or Declined message is displayed.

  6. A copy of the receipt is automatically printed for you.

  7. Ask the customer if they want a receipt. If they do, tap tick to print their copy. Otherwise, tap cross.

End-of-day processing

At the end of every business day, you should complete the End of Day processing.

Important

If you don’t complete the End of Day processing, your most recent transactions may not be processed until the next day. You may not be able to accurately reconcile takings for the day.

  1. Press the Totals button.

  2. Select End of Day banking.

  3. Type the manager passcode.

  4. Tap tick to start End of Day processing.

  5. Tap tick to confirm End of Day processing. Today’s transactions are sent to your bank for processing.

  6. Tap tick to complete End of Day processing. A receipt is printed.

  7. Tap tick to confirm that settlement is complete.

Note

The default manager passcode is 1397139, we recommend that you change this.

Refund a payment

  1. Press the refund button.

  2. Type the manager passcode.

  3. Tap tick.

  4. Enter the amount to be refunded.

  5. Tap tick.

  6. When prompted, ask the customer to insert, tap or swipe their card. Customers can also present their mobile device. The refund transaction completes and your receipt is printed.

  7. If required, ask the customer to sign the receipt and return it to you.

  8. Tap tick to print the customer’s receipt.

  9. Give the receipt to the customer.

  10. Otherwise, tap cross.

Note

The default manager passcode is 1397139, we recommend that you change this.

Configure Wi-Fi

  1. Press the Supervisor settings button.

  2. Enter the manager passcode.

  3. Select System Settings.

  4. Select Network Settings.

  5. Select Wi-Fi.

  6. Tap tick.

  7. Scroll to select your chosen Wi-Fi network.

  8. Enter your network details.

  9. Tap tick.

  10. Enter your Wi-Fi password.

  11. Tap tick to confirm.

Replace the printer roll

  1. Lift flap to open the lid:

lift

  1. Insert the paper roll:

insert

  1. Feed a small amount of paper from the reel:

feed

  1. Hold the paper and pull lightly towards the screen:

pull

  1. Close the lid:

close