Merchant e-Solutions PC Terminal User Guide

Merchant e-Solutions Product Development January 2014

© This publication is for information purposes only and its content does not represent a contract in any form. Furthermore, this publication shall not be deemed to be a warranty of any kind, either express or implied. Merchant eSolutions expressly disclaims, and you expressly waive, any and all warranties, including without limitation those of merchantability and fitness for a particular purpose. Merchant e-Solutions reserves the right to alter product specifications without notice. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage or retrieval system, without Merchant eSolutions permission. MeS Payment Systems © Merchant e-Solutions 2014

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Table of Contents Introduction.................................................................................................................... 4 Key Features ................................................................................................................. 4 Requirements................................................................................................................ 4 Log On ........................................................................................................................... 5 Terminal Menu .............................................................................................................. 6 Switch User ........................................................................................................................... 6 Printer Setup ......................................................................................................................... 6 Transaction Log .................................................................................................................... 7 Tip Options............................................................................................................................ 7 Cash Advance ...................................................................................................................... 8 Customer Records ............................................................................................................... 8

Batch Menu ................................................................................................................... 9 Tip Adjust .............................................................................................................................. 9 Batch Reports ..................................................................................................................... 10 Batch Close......................................................................................................................... 10

Customers Menu ........................................................................................................ 11 Add Customer Record ....................................................................................................... 11 Search/Edit Customer Records......................................................................................... 11

Transactions................................................................................................................ 12 Processing a Sale Transaction ......................................................................................... 12 Processing a Credit Transaction ....................................................................................... 13 Processing a Manual Entry Transaction........................................................................... 13 Processing a Void Transaction ......................................................................................... 14 Processing an Offline Sale ................................................................................................ 15 Processing a Cash Advance Transaction ........................................................................ 15 Processing a Cash Advance Void Transaction................................................................ 16

Multiple Merchant Function ....................................................................................... 17

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Introduction The Merchant e-Solutions (MeS) PC Terminal is a Windows application that allows a merchant to process card-present transactions using their web-based MeS Virtual Terminal account and a magnetic card reader. The application must be installed on each PC where cardpresent transactions will be accepted. MeS PC Terminal allows the user to perform five transaction types:  Sale  Manual Entry  Offline Sale  Credit  Void MeS PC Terminal also provides a Transaction Log utility to view recently completed transactions. User accounts can be created or modified, terminal settings defined, and security settings configured within the web-based MeS Virtual Terminal. In addition, all administrative functions, such as managing a batch, settling a batch, and generating reports, must be done through the web-based MeS Virtual Terminal. The topics available in this Help tool are intended to address only the basic functions of the MeS PC Terminal program; the user is urged to review the policies and procedures of the web-based Virtual Terminal help section as well.

Key Features   

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Always ready: after logging on, MeS PC Terminal waits in the background for a card to be swiped. Logging-in and opening a payment window for each transaction is not necessary. Transactions supported: Sale, Credit, Manual Entry Sale, Void, and Offline Sale. Printer options: MeS PC Terminal supports a variety of roll printers or use of the Windows default printer for receipts. (Not all card-readers and printers are compatible with Windows 8 and greater). Tip Processing: restaurants and retail locations that accept tips have the ability to adjust transactions for tip amounts, and enter a server/clerk ID at the transaction level. Batch Management: print a batch details or totals report, and manually settle a batch without logging into the MeS Virtual Terminal. Multi-Merchant Function: By using a MeS Virtual Terminal master account login multiple merchant accounts can process transactions using a single piece of software, card reader, and printer. Customer Records: Easily create and edit customer records with payment information (card number and exp date) that are stored in the secure MeS Virtual Terminal database. Process transactions using the stored payment information. Web Application: Complete transaction management and reporting features available by logging into MeS Virtual Terminal account.

Requirements Application The download and installation of a small Windows application on each desktop PC that will accept card-present transactions. This application has been certified on the following operating systems: Windows XP, Windows 7, and Windows 8.

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Not all card-readers and printers are compatible with Windows 8 and greater.

Card Readers The following three models have been certified:  IDTech SecureMag Model IDRE-335133B  Magtek USB HID Part # 21040140  Magtek USB HID Part # 21040104  Magtek USB HID Part # 21040146

Printers The following printer models have been certified:  Epson Ready Print T20 USB  Star TSP650 Roll Printer USB  Ingenico eN-Scribe 612 Roll Printer Serial  Star TSP600 Roll Printer USB  Epson TN-T88IV Roll Printer USB  VeriFone P250 Roll Printer Serial  VeriFone P900 Roll Printer Serial  Woosim Porti SC30 Printer/Card Reader Bluetooth Roll printers are optional. A default Windows printer can be set to print receipts. Not all card-readers and printers are compatible with Windows 8 and greater.

Log On An administrator User Name and Password is provided when the MeS Virtual Terminal account is established. This initial administrator can create user accounts and additional administrator accounts. These user/administrator accounts, as well as the rights and privileges associated with these accounts, apply to MeS PC Terminal as well as the MeS Virtual Terminal. Using a multi-merchant master account user name and password to login to the MeS PC Terminal will open up the available multi-merchant functionality. This allows multiple merchant accounts to use a single version of the software and the attached hardware. The MeS PC Terminal will notify a user when their password is due to expire, and allow a new password to be entered. For a complete guide to password rules and requirements, please refer to the Help section of the MeS Virtual Terminal. Once a user has logged onto MeS PC Terminal, they will remain logged on until: 

Switching User from the terminal menu



Clicking Exit from the terminal menu



Shutting down or restarting the computer.

Any changes made in the MeS Virtual Terminal (such as updating receipt data) will require a user to exit MeS PC Terminal and log back in.

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Terminal Menu Switch User The Switch User option takes the user back to the login screen allowing different users to log into MeS PC Terminal whether it be users from separate accounts or multiple users from a single account. Only one user account can be logged into the MeS PC Terminal at a time.

Printer Setup

Use this window to complete the printer configuration for MeS PC Terminal. If one of the following 4 printers will be used, and drivers have been installed MeS PC Terminal will automatically look for them when printing a receipt. In this case there is no need to check any of the boxes on this screen.    

Epson TM-T20 Star TSP654 Roll Printer Star TSP600 Roll Printer Epson TN-T88IV Roll Printer

Automatically Print Receipts: By checking the Automatically Print Receipts box, two receipts (customer and merchant copies) will print for successful Sale, Credit, Manual Entry Sale, Offline Sale, and Void transactions. If Automatically Print Receipts is enabled, an image of the receipt will briefly appear on screen while the receipt is sent to the printer. If Automatically Print Receipts is disabled, an image of the receipt will remain on screen until it is closed. A print command appears on the receipt so that any receipt can be printed individually. Use Default Printer for Receipts: By checking the Use Default Printer for Receipts, MeS PC Terminal will send the receipts to the system’s default Windows printer. Two receipts will print, each on it’s own piece of paper. Use VeriFone Printer: This box should be checked if a VeriFone Printer 250 or Printer 900 will be used with the MeS PC Terminal. These printers will only work when connected with the available serial port cable (uses the same cable as the Ingenico printer). Not all PCs will have a 9 pin serial cable port, but do have multiple USB ports. In these cases a USB to Serial adapter can be used. Users must also select the correct serial COM port number from the drop down box for the printer to work. MeS PC Terminal 3.1.1 January 2014

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Use Ingenico Printer: This box should be checked if a Ingenico eN-Scribe 612 will be used with MeS PC Terminal. This printer will only work when connected with the available 9 pin serial port cable (uses the same cable as the VeriFone printers). Not all PCs will have a 9 pin serial cable port, but do have multiple USB ports. In these cases a USB to Serial adapter can be used. Users must also select the correct serial COM port number from the drop down box for the printer to work. Contact your account representative or Customer Care at 888-288-2692 to order the Ingenico eN-Scribe 612 printer and the serial port cable. Use Woosim Printer (PORTI-SC30): This box should be checked if a Woosim PORTI-SC30 Printer/Card reader will be used with MeS PC Terminal. This is a Bluetooth device that can be used as a mag-stripe reader and a receipt printer. The PC used for MeS PC Terminal must be Bluetooth enabled for this device to work with the application. Users must also select the correct Bluetooth Serial COM port from the drop down box for the device to work. The Woosim PORTISC30 is available for purchase by contacting your account representative or Customer Care at 888-288-2692.

Transaction Log

The Transaction Log provides a utility to view the most recent MeS PC Terminal transactions. This is provided as a tool at the point-of-sale and not intended to offer assistance in batch reconcilement. Actions performed in the web-based Virtual Terminal that originated from the MeS PC Terminal will not be reflected in the transaction log. For example, a transaction entered in the MeS PC Terminal that has been voided or settled in the web-based Virtual Terminal will not reflect their changed status in the Transaction Log. The Transaction Log simply keeps track of transactions entered through that specific system during that day. The Transaction Log can be printed or saved as a text file, or can also be used to reprint a transaction receipt. By clicking on a specific transaction in the Transaction Log, the receipt will appear on screen. A user can reprint that receipt by clicking the Print command that appears on the receipt.

Tip Options

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The Tip Options settings screen allows users to turn on tip processing, and Server/Clerk Entry. Enable Tip Processing: By enabling this option users will have a tip entry field available on the transaction window, and a ‘Tip Adjust’ option will also be available under the ‘Batch’ menu. Receipts will print with a Tip line and Total line so that cardholders can write these amounts on the receipt before signing. Entering a tip amount on the transaction window will add the tip to the transaction total before it is authorized. Using the ‘Tip Adjust’ log under the ‘Batch’ menu will add the tip to the transaction total after the original authorization. Tip amounts can be adjusted multiple times if needed, but cannot be adjusted after the batch has been settled. A tip adjusted receipt can be printed by going to the ‘Transaction Log’ under the terminal menu. Enable Server/Clerk Entry: Enabling this option will add a Server/ClerkID field to the transaction entry window. This field allows for 15 alpha/numeric characters, so users can enter Server/Clerk names or numbers. The Server/Clerk ID entered will print on the transaction receipts, and will be included on the ‘Tip Entry’ log.

Cash Advance

The Cash Advance settings screen allows users to enable cash advance processing. Enable Cash Advance: By enabling this option users will have the ability to enter Cash Advance transactions. When enabled, the only transaction types that will be available are the ‘Cash Advance’ and ‘Void Cash Advance’, and all other transaction types will be disabled. Enabling cash advance will also change the user interface to include the fields required for the cash advance transaction type. This option can only be enabled for merchant accounts that are configured with a financial institution industry code (SIC code).

Customer Records

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The Customer Records settings screen allows users to enable the MeS PC Terminal customer record functionality. Enable Customer Record: By enabling this option users will have the ability to store customer records in the MeS Virtual Terminal customer database from the MeS PC Terminal application. Users can easily create and edit customer records with stored payment information (card number and exp date), and load the stored customer and payment information for future transactions. Note: Transactions processed using stored customer and payment information will be treated as hand keyed transactions at all times, and will not qualify for swiped processing rates.

Exit Clicking Exit will log that user off of the MeS PC Terminal. When opening the program again, the user will need to log in.

Batch Menu Tip Adjust The ‘Tip Adjust’ option, only available when tip processing is enabled, allows users to add tips to already authorized transactions. Using ‘Tip Adjust’ on the ‘Batch’ menu will open up the tip adjust log. The tip adjust log displays all transactions in which a tip can be added.

Transactions stay in the Tip Adjust Log for 2 days or until the current batch is manually closed from the MeS PC Terminal. The Tip Adjust Log will not clear if a batch settlement is initiated from the MeS Virtual Terminal web application. The Tip Adjust Log can be printed or saved as a text file. By clicking on a column header, the transactions in the Tip Adjust Log can be sorted by the values of that column. By clicking on a specific transaction in the Tip Adjust Log, the Tip adjust window for that transaction will appear for users to add or adjust the transaction tip amount. Tip amounts can be adjusted multiple times until the transaction is settled.

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Batch Reports The Batch Reports option gives users the ability to print out the current batch reports in 2 ways: Batch Details: The Batch Details report includes details on every transaction in the current batch. This includes transactions processed on the MeS Virtual Terminal web application and the MeS PC Terminal. Batch Totals: The Batch Total report will print transaction total broken down by card type, and transaction type. The total calculated on the report will include transactions processed on the MeS Virtual Terminal web application and the MeS PC Terminal.

Both reports options will print to the printer selected on the ‘Print Options’ settings listed under the ‘Terminal’ menu.

Batch Close The Batch Close option will settle all transactions in the current batch. This includes transactions that were processed using the MeS Virtual Terminal web application that have a Pending Settlement status. A batch settlement results report will be printed to the printer selected on the ‘Printer Settings’ window under the ‘Terminal’ menu.

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Using the Batch Close option will open up a confirmation window that will list the totals of the current batch. To continue the batch settlement click the ‘Yes’ button, to cancel the batch settlement click the ‘No’ button. Users can use the ‘Batch Close’ option multiple times a day if needed, and using this function will not affect the auto close settings configured on the MeS Virtual Terminal web application.

Customers Menu Add Customer Record By selecting ‘Add Customer Record’ from the ‘Customers’ menu, a user can create a Customer Record. If a card is swiped from this screen, the fields available from the card’s magnetic stripe will be passed to the form. Additional fields can be key-entered. Required fields are identified with an asterisk. When the user clicks the Create Customer Record button, the Customer Record will be added to the MeS Virtual Terminal and a new button will appear to allow the option of creating a transaction from the new Customer Record. With the Customer Record flag enabled, after a transaction is successfully completed in the MeS PC Terminal application, the user will be asked if they want to create a Customer Record. By choosing YES, the data fields that were entered with the transaction will be passed to the Customer Record form. Additional fields can be key-entered. Required fields are identified with an asterisk. By choosing NO, the MeS PC Terminal application will be ready to accept a new transaction or create a new Customer Record.

Search/Edit Customer Records Users can easily edit existing customer records or use existing customer records to process transactions using the ‘Search/Edit Customer’ Records option. Customer records can be searched for by entering a Customer ID, First Name, Last Name, or Business Name in the search criteria field and click on the ‘Search’ button. Enter the search value in the Search Criteria field and click on the ‘Search’ button.

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Customer records that fit the criteria will be listed. Clicking on one of the individual customer records will open the customer window for that specific customer record. Once the customer record is loaded, users can edit the customer information and click the ‘Update Button’ to save the changes, or a new transaction can be processed by clicking the ‘Create a Transaction’ button.

Transactions MeS PC Terminal allows the user to perform five transaction types:  Sale  Manual Entry Sale  Offline Sale  Credit  Void MeS PC Terminal also provides a utility to view recent completed transactions. This section will address these topics. All administrative functions, such as managing a batch, settling a batch, and generating reports, must be done through the web-based Virtual Terminal. A transaction is initiated by sliding the card through the magnetic reader, or by clicking the MeS PC Terminal entry in the taskbar at the bottom of the screen. Processing a Sale Transaction A Sale transaction is a charge to the cardholder. A Sale transaction can only be entered by successfully swiping a card through the card reader. The Transaction Type drop-down menu is defaulted to Sale. Upon successfully sliding the card through the magnetic reader, the Account Number, Exp Date, First Name, and Last Name fields will be filled from the information on the card’s magnetic stripe. (If the card’s magnetic stripe is damaged, a Manual Entry transaction can be completed). The remaining required fields, indicated by a red asterisk (*), must be completed. All remaining fields not identified as required are optional and will be stored in the web-based Virtual Terminal database. Note: the optional Customer ID can be used to associate a transaction with a customer record in the web-based Virtual Terminal database. If a Customer ID is entered that does not match a record in the web-based Virtual Terminal, the transaction will not be processed and an error message will be returned. For complete information on creating customer records, please refer to the Help section in the web-based Virtual Terminal.

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Last 4 Digits: This field is required for security purposes. If MeS PC Terminal returns an error message on this field, the user should try reentering the last 4 digits. If the error continues after the user has correctly entered the last 4 digits, this may indicate that that the card number embedded in the magnetic stripe is different than the number embossed on the front of the card. The merchant is encouraged to call the number that has been provided for handling suspicious transactions. Corporate Card (Level II) data: after a transaction has been approved, additional data (Tax Amount, Customer/PO#) may be requested on corporate cards. These fields can be entered when prompted at the point-of-sale, or skipped. If skipped, these fields can be entered through the web-based Virtual Terminal prior to settlement. Not entering this data, or tax amount of $0.00 (or Tax Exempt), may result in a higher transaction cost. Upon clicking submit, a receipt window will be presented. Depending on how the Printer Setup has been configured, two receipts may print to an attached roll printer or to the system’s default printer. Note: never click submit more than once as it could result in a duplication of the transaction. Processing a Credit Transaction A Credit is a refund to the cardholder. Credit must be selected from the Transaction Type drop down list. A Credit transaction can be entered by successfully swiping a card through the card reader, or by manually entering the account information. The required fields for a credit, indicated by a red asterisk (*), must be completed. All remaining fields not identified as required are optional and will be stored in the web-based Virtual Terminal database. As a security measure, a user name and password required for every credit transaction. Note: the optional Customer ID can be used to associate a transaction with a customer record in the web-based Virtual Terminal database. If a Customer ID is entered that does not match a record in the web-based Virtual Terminal, the transaction will not be processed and an error message will be returned. For complete information on creating customer records, please refer to the Help section in the web-based Virtual Terminal. Last 4 Digits: This field is required for security purposes. If MeS PC Terminal returns an error message on this field, the user should try reentering the last 4 digits. If the error continues after the user has correctly entered the last 4 digits, this may indicate that that the card number embedded in the magnetic stripe is different than the number embossed on the front of the card. The merchant is encouraged to call the number that has been provided for handling suspicious transactions. Upon clicking submit, a receipt window will be presented. Depending on how the Printer Setup has been configured, two receipts may print to an attached roll printer or to the system’s default printer. Note: never click submit more than once as it could result in a duplication of the transaction. Processing a Manual Entry Transaction A Manual Entry transaction is a Sale (charge to the cardholder). It should only be used when the card’s magnetic stripe is damaged and can not be read through the card reader. MeS PC Terminal 3.1.1 January 2014

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The Manual Entry method is not intended for processing card-not-present (Mail/Telephone orders) transactions. Transactions that have been manually entered will cost more to process. Manual Entry must be selected from the Transaction Type drop down list. The required fields for a Manual Entry transaction, indicated by a red asterisk (*), must be completed. All remaining fields not identified as required are optional and will be stored in the web-based Virtual Terminal database. As a security measure, a user name and password required for every credit transaction. If a user account has been restricted from processing credits, MeS PC Terminal will return an error response. Note: the optional Customer ID can be used to associate a transaction with a customer record in the web-based Virtual Terminal database. If a Customer ID is entered that does not match a record in the web-based Virtual Terminal, the transaction will not be processed and an error message will be returned. For complete information on creating customer records, please refer to the Help section in the web-based Virtual Terminal. Corporate Card (Level II) data: after a transaction has been approved, additional data (Tax Amount, Customer/PO#) may be requested on corporate cards. These fields can be entered when prompted at the point-of-sale, or skipped. If skipped, these fields can be entered through the web-based Virtual Terminal prior to settlement. Not entering this data, or tax amount of $0.00 (or Tax Exempt), may result in a higher transaction cost. Upon clicking submit, a receipt window will be presented. Depending on how the Printer Setup has been configured, two receipts may print to an attached roll printer or to the system’s default printer. Note: never click submit more than once as it could result in a duplication of the transaction. Processing a Void Transaction A Void is an attempt to remove a transaction (Sale, Credit, Manual Entry Sale, Offline Sale) from the current batch. A transaction can only be voided if it has not yet been settled. Unlike a Credit, which is a stand-alone transaction, processing a Void requires identifying the original transaction that needs to be voided. This is accomplished by using the reference number which is assigned to every transaction. The reference number can be located on the transaction receipt, or listed in the Transaction Log or from the Batch Management screen of the web-based Virtual Terminal. Note: the appearance of a transaction on the Transaction Log is not an indication that the transaction has not already been voided or settled through the web-based Virtual Terminal. The Transaction Log is simply a tool to display the transactions completed that day on that system and is not intended as a reconciliation tool. The web-based Virtual Terminal should be used for batch management and reconciliation purposes. Attempts to void transactions that have already been voided or settled will result in an error response. Void must be selected from the Transaction Type drop down list. The Reference # is the only required field to process a Void. If the Reference # matches a transaction that has not been voided or settled, MeS PC Terminal will display the last 4 digits of the cardholder number and the dollar amount of the transaction. If MeS PC Terminal 3.1.1 January 2014

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this information matches the transaction that the user intends to void, then the user should click YES to continue. Depending on how the Printer Setup has been configured, two receipts may print to an attached roll printer or to the system’s default printer. Processing an Offline Sale An Offline Sale transaction is a charge to the cardholder. An Offline Sale transaction has been authorized outside of the MeS PC Terminal or the web-based Virtual terminal. The user has been provided with a valid approval code and needs to enter that transaction with that approval code in an offline mode. Offline must be selected from the Transaction Type drop down list. An Offline transaction can be entered by successfully swiping a card through the card reader, or by manually entering the account information. The required fields for a credit, indicated by a red asterisk (*), must be completed. All remaining fields not identified as required are optional and will be stored in the web-based Virtual Terminal database. Note: the optional Customer ID can be used to associate a transaction with a customer record in the web-based Virtual Terminal database. If a Customer ID is entered that does not match a record in the web-based Virtual Terminal, the transaction will not be processed and an error message will be returned. For complete information on creating customer records, please refer to the Help section in the web-based Virtual Terminal. Last 4 Digits: This field is required for security purposes. On card-swiped Offline transactions, if MeS PC Terminal returns an error message on this field, the user should try reentering the last 4 digits. If the error continues after the user has correctly entered the last 4 digits, this may indicate that that the card number embedded in the magnetic stripe is different than the number embossed on the front of the card. The merchant is encouraged to call the number that has been provided for handling suspicious transactions. Upon clicking submit, a receipt window will be presented. Depending on how the Printer Setup has been configured, two receipts may print to an attached roll printer or to the system’s default printer. Note: never click submit more than once as it could result in a duplication of the transaction. Processing a Cash Advance Transaction A Cash Advance transaction is a charge to the cardholder in which a financial institution (Bank) will issue cash to the cardholder for the charged amount. Cash Advance must be selected from the Transaction Type drop down list. A Cash Advance transaction can be entered by successfully swiping a card through the card reader, or by manually entering the account information. The required fields for a Cash Advance transaction, indicated by a red asterisk (*), must be completed. All remaining fields not identified as required are optional and will be stored in the web-based Virtual Terminal database. MeS PC Terminal 3.1.1 January 2014

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First 4 Digits: This field is required for the Cash Advance transaction type. Users should enter the 4 digit pre-printed bin number listed under the embossed card number. Last 4 Digits: This field is required for security purposes. On card-swiped Offline transactions, if MeS PC Terminal returns an error message on this field, the user should try reentering the last 4 digits. If the error continues after the user has correctly entered the last 4 digits, this may indicate that that the card number embedded in the magnetic stripe is different than the number embossed on the front of the card. First Name: This field is required for the Cash Advance transaction type. Value should be autopopulated on card swiped transactions. Last Name: This field is required for the Cash Advance transaction type. Value should be autopopulated on card swiped transactions. ID Type: This field is required for the Cash Advance transaction type. Options are: State Driver’s License, State ID, Military ID, Passport, and Other. ID Exp Date: This field is required for the Cash Advance transaction type. ID Number: This field is required for the Cash Advance transaction type. Upon clicking submit, a receipt window will be presented. Depending on how the Printer Setup has been configured, two receipts may print to an attached roll printer or to the system’s default printer. Note: never click submit more than once as it could result in a duplication of the transaction. Processing a Cash Advance Void Transaction A Cash Advance Void is an attempt to remove a transaction (Cash Advance) from the current batch. A cash advance transaction can only be voided if it has not yet been settled. Unlike a standard sale transaction, a credit cannot be processed to offset a cash advance transaction once it has been settled. Processing a Cash Advance Void requires identifying the original transaction that needs to be voided. This is accomplished by using the reference number which is assigned to every transaction. The reference number can be located on the transaction receipt, or listed in the Transaction Log or from the Batch Management screen of the web-based Virtual Terminal. Note: the appearance of a transaction on the Transaction Log is not an indication that the transaction has not already been voided or settled through the web-based Virtual Terminal. The Transaction Log is simply a tool to display the transactions completed that day on that system and is not intended as a reconciliation tool. The web-based Virtual Terminal should be used for batch management and reconciliation purposes. Attempts to void transactions that have already been voided or settled will result in an error response. Cash Advance Void must be selected from the Transaction Type drop down list. The Reference # is the only required field to process a Void. If the Reference # matches a transaction that has not been voided or settled, MeS PC Terminal will display the last 4 digits of the cardholder number and the dollar amount of the transaction. If this information matches the transaction that the user intends to void, then the user should click YES to continue. MeS PC Terminal 3.1.1 January 2014

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Depending on how the Printer Setup has been configured, two receipts may print to an attached roll printer or to the system’s default printer.

Multiple Merchant Function The MeS PC Terminal multiple merchant functionality was designed for business locations in which multiple merchant accounts will be processing transactions within a single location. This functionality allows multiple merchants to use a single PC, card reader, and printer to process transactions without the need to log in and out multiple times throughout the day. Multi-merchant locations will be provided with a ‘Master Account’ login, and using the Master Account login will add the merchant selection window, but all other functionality remains the same. Logging in to the MeS PC Terminal using a Master account login will open the merchant selection window. This window makes is easy to switch from one account to another. 1. Choose an account from the drop down box. When utilizing the multi-merchant interface, functions used only apply to the account that is selected. For example, if an account chooses to use the batch close function only that account’s batch will be settled, and all other accounts must also complete the batch close function individually. The ability for functions to be applied to multiple accounts at the same time is not available through the MeS PC Terminal interface. For more details on the multi-merchant functionality see the MeS Virtual Terminal Master Account Guide available on the MeS Virtual Terminal help page. 2. Click the ‘Select’ button. 3. Process the transaction as usual –or-use the ‘Switch Merchant Account’ link to go back to the merchant selection window.

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