User Guide – Leo (for any device) card payment terminal

User Guide – Leo (for any device) card payment terminal
Leo(for any device)
User Guide
1. Important information to protect your business
The following steps should be followed at all times to protect you and your customers from fraud.
◆◆ You must ensure that the software application your business is using to accept card payments via Leo is
accredited by the Commonwealth Bank. If you are unsure please contact the Commonwealth Bank merchant
help desk.
◆◆ Merchants must ensure that any app that is used on their Smartphone/Tablet Device in conjunction with Leo
does not capture any card information (including card numbers and expiry dates) or cardholder verification
(PIN or signature).
◆◆ Cardholders must only enter their PIN into the pinpad on the Leo device, and must not enter it into the
Smartphone/Tablet Device.
◆◆ All transaction communications processed via Leo are at the cost of the merchant customer, the
Commonwealth Bank is not liable for data communications costs resulting from transactions on the Leo
device.
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Leo(for any device)
2. Getting Started
Getting to know Leo
1. Display Screen
2. Keypad
3. Magnetic stripe reader
4. Chip card reader
5. Charge pads
6. Micro USB connector for charger
7. Bar code scanner activation buttons (optional)
8. 2D bar code scanner (optional)
3. Leo Keypad
1. Menu NAVIGATION keys
2. FUNCTION key (F)
3. CANCEL key (red)
4. CLEAR key (yellow)
5. ENTER key (green)
6. NUMERIC keys
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Inserting the Battery
Follow the steps below to insert the Lithium-ion battery into Leo.
◆◆ Open the battery compartment by sliding the top rear panel upwards.
◆◆ Insert the Lithium-ion battery (as shown below) and press into place.
◆◆ Place the rear panel back onto the device.
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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.
Charging with power supply
◆◆ Plug the micro-USB connector to the bottom of Leo (as shown below) and connect the power supply to your
power socket.
◆◆ A battery indicator is provided on the Leo screen, indicating the charge of the device.
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Charging with USB cable
◆◆ 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.
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Bluetooth Pairing to Smart Device (Phone or Tablet)
Apple Devices
Android Devices
Turn on Bluetooth on the Apple device
Turn on Bluetooth on the Android device
On the Leo device, access the Terminal menu as follows;
On the Leo device, access the Terminal menu as follows;
Select <F> then 2 (Terminal)
Select <F> then 2 (Terminal)
Enter the Manager Password followed by OK
Enter the Manager Password followed by OK
Select <5> for Bluetooth (after pressing “More <F4>” to get to
the second page)
Select <5> for Bluetooth (after pressing “More <F4>” to get to the
second page)
Select <3> for IOS Mode Comms
Select <3> for IOS Mode Comms
Select <F1 Key> for “ON”
Select <F4 Key> for “OFF”
Select <2> DEVICE PAIR
Select <2> DEVICE PAIR
Select <1> Pair device (iOS)
Select <2> Pair device (Other OS)
Select <0> Search Devices – wait until your device is
discovered – use <F2> and <F3> to scroll up/down the list if
required
On the Android device Bluetooth screen, press “Scan” or “Search
for devices” and select the iSMP device.
Select the appropriate Apple device displayed on the Leo
terminal by pressing the corresponding number on the Leo
keypad. A 16 digit PIN will be displayed on the Leo screen.
Enter the 16 digit PIN on the Bluetooth pairing window which
appears on your Apple device.
Enter the 16 digit PIN which appears on the Leo terminal screen to
the “Bluetooth pairing request” window on the Android device.
The Leo device should display “Pairing Success” and the Android
device should display that the Ingenico device is “Connected” under
Bluetooth
The Leo device should display “Pairing Success” and the Apple
device should display that the Ingenico device is “Connected”
under Bluetooth
Go to the Main Menu by pressing the yellow “Clear” key several
times to step back to the Main screen.
Go to the Main Menu by pressing the yellow "Clear" key several
times to step back to the Main screen.
Restart the Leo device.
Restart the Leo device.
Terminal Management System (TMS) logon
A logon to the TMS must be completed at initial installation to pick up any new terminal software updates. Leo
is also scheduled to check for software updates regularly (usually weekly if connected to the smart device with
active communications ie SIM card/Wifi), if you have a preferred time for updates to automatically take place
please advise our Merchant Help Desk.
◆◆ Initiate TMS update on the app on your smart device
◆◆ Wait for processing to be completed
Alternatively if the app does not contain TMS logon functionality, use the folowing steps on the Leo terminal
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Press the ‘F’ Function key on the Leo terminal
Press 2 - Terminal
Enter the manager password followed by ENTER
Press 1 – Configure
Press F4 to scroll down
Press 4 – TMS Logon
◆◆ Wait until TMS logon is completed where you will be taken back to the home screen
3. Processing Transactions
For further information on how to use the CommBank Small Business app, please refer to the “CommBank
Small Business app User Guide”.
Bank Logon
Note: A Bank logon must be completed at the commencement of each day or each time the Leo terminal is
powered on.
A Bank logon is either performed via the Bank Logon function via the app or initiated with the first transaction of
the day or after power on.
Purchase – Swipe/EMV
◆◆ Initiate a purchase transaction on the app on your smart device
◆◆ Swipe or insert the card on the Leo terminal
◆◆ Select the account by pressing the function keys below CHQ, SAV, CR text
◆◆ Enter PIN or ENTER for signature (Note: signature is only for credit transactions)
◆◆ Wait for processing to be completed
◆◆ Remove card when prompted by the terminal
◆◆ Transaction is approved and merchant copy of the receipt is printed (if applicable)
◆◆ Verify signature on the app (smartphone or tablet). Press YES to approve or NO to decline
◆◆ Transaction is approved and customer copy of receipt printed or email (subject to app functionality)
Purchase – Contactless
◆◆ Initiate a purchase transaction on the app on your smart device
◆◆ Tap card on the screen of the Leo terminal until the 4 lights above the screen light up
◆◆ Wait for processing to be completed
◆◆ Transaction is approved
Note: For contactless transactions, the merchant receipt will only be printed if a signature is required (based
on the terminal and contactless card processing rules). A customer copy may be printed or email based on
available functionality in the app.
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Purchase – Low Value Payments (LVP)
Note: This function is only available to clients that provide certain types of goods or services. The merchant
category codes allowed LVP are determined by the credit card schemes. Non-qualified merchants may apply
for an exemption if they wish to offer LVP.
If the terminal is enabled, certain other conditions must then be met for the transaction to qualify for LVP
processing including the transaction is a purchase transaction with no cash out; the card is present and is a Visa
card, MasterCard card, or an AMEX card; the credit account is used; and the total transaction amount (including
taxes) is less than or equal to the LVP limit.
◆◆ Initiate a purchase transaction on the app on your smart device
◆◆ Swipe or insert the card on the Leo terminal
◆◆ Select credit account by pressing the function key below the CR text
(Note: only transactions using the credit account will qualify for LVP processing. The terminal will not prompt
for PIN after this screen.)
◆◆ Wait for processing to be completed
◆◆ Transaction is approved
◆◆ Remove card when prompted Note: For LVP transactions, a signature will not be required; hence, the
merchant receipt will not be printed. A customer copy or a duplicate receipt may be printed or emailed on
request subject to available app functionality.
Purchase – Manual Card Entry
Note: Manual Card Entry is only available to clients who apply and are approved. Only credit cards can be
manually entered.
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Initiate a purchase transaction on the app on your smart device
Press the “-“ key on the Leo terminal
Enter the full card number followed by ENTER
When prompted to enter the “Card Sequence Number” press ENTER
Enter the 4 digit card expiry followed by the ENTER
Enter the 3 or 4 digit card verification number displayed on the card
If the customer and card is present take an imprint of the card on your manual card imprinter and press the
“F4” key to select “Yes” or “F1” key to select “No”. If “No” is selected the transaction will be cancelled.
Wait for processing to be completed
If the customer is present, ensure they sign the merchant copy of the transaction receipt and press “F4” Yes
to validate signature or “F1” No to indicate the signature is not valid. If “No” is selected the transaction will be
cancelled.
Transaction is approved and merchant copy of the receipt is printed
Transaction is approved and customer copy of receipt printed or email (subject to app functionality)
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Refund
◆◆ Initiate a refund transaction on the app on your smart device (if applicable)
◆◆ If prompted by the terminal, enter the manager password and press ENTER
◆◆ Swipe, insert or tap the card
Note: Remainder of the refund transaction flow is the same as a purchase transaction
◆◆ Settlement Functions
Settlement – Manual Settlement
◆◆ Initiate settlement on the app on your smart device
◆◆ Wait for processing to be completed
◆◆ Settlement report is printed (may vary depending on app functionality)
Alternatively the Bank can set the terminal to automatically settle each day, automatic settlement cannot occur
between 22:00 and 0:00 AEST.
Pre-Settlement
◆◆ Initiate Pre-settlement on the app on your smart device
◆◆ Wait for processing to be completed
◆◆ Pre-settlement report is printed (may vary depending on app functionality)
Last Settlement
◆◆ Initiate Last-settlement on the app on your smart device
◆◆ Wait for processing to be completed
◆◆ Last settlement report is printed (may vary depending on app functionality)
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5. Troubleshooting
Common Terminal Error Messages
Codes
Terminal Display
Description
Recommended Next Steps
01
DECLINED – 01
Refer to card issuer
Advise the cardholder to contact their card
issuer for specific details. Ask the Customer
for another form of payment (e.g. different
card).
Invalid amount
Different limits apply to different types of
transactions as defined in the merchant
agreement. For instance, there is a cashout
limit and a refund limit, and if either one
is exceeded, an error message will be
displayed. The user must simply enter a value
lower than the relevant limit defined in the
agreement.
CONTACT CARD ISSUER
13
DECLINED – 13
INVALID AMOUNT
X0
DECLINED – X0
No response from host
Check communications link. Try processing
the transaction again. If still no response,
invoke SAF.
S0
DECLINED - S0
Modem error
This can represent an error with an external
modem, or if the terminal is set to fallback
to internal modem and no phone line has
been plugged in. Check communications
link on base and wall plug. Ensure cables are
properly connected.
No answer
Contact the CBA Merchant Helpdesk.
Link not setup on EFT
Server
Contact the CBA Merchant Helpdesk.
Transaction not
permitted to cardholder
Advise the cardholder to contact their card
issuer for specific details. Ask the Customer
for another form of payment (e.g. different
card).
MODEM ERROR
S2
DECLINED – S2
NO ANSWER
S8
DECLINED – S8
NO EFT SERVER
57
DECLINED – 57
TRAN NOT ALLOWED
Support
For support, please call the dedicated CBA merchant helpdesk on 1800 022 966, 24 hours a day, 7 days a
week.
When calling the Helpdesk, please make sure you have the following information ready:
◆◆ Merchant ID
◆◆ Terminal ID
◆◆ Error code (if applicable)
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For authorisations on or over floor limit manual debit card transactions, please call 1800 813 700.
For authorisations on or over floor limit manual credit card transactions, please call 13 26 36.
For stationery orders please visit www.commbank.com.au/eftposstationery or call 1800 230 177.
Bluetooth Pairing to an optional printer
Custom MY Printer / Zebra EM220 Printer
Turn on the Bluetooth printer
On the Leo device, access the Terminal menu as follows;
Select <F> then 2 (Terminal)
Enter the Manager Password followed by Enter
Select <5> for Bluetooth
Select <1> for PRINTER PAIR
Select <2> for Discovery
Select <1> Update
Select the appropriate printer device on the Leo screen and press Enter. If the printer does not appear, press
update until the printer appears.
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Custom MY Printer (optional)
If you have chosen to use the Bank supplied Custom MY Printer, it is delivered pre-configured and paired to your
Leo device. Please note that if you are using multiple Leo devices, each printer is paired to a specific Leo device.
1. Paper roll compartment
2. OPEN key
3. Paper sensor
4. Paper out
5. Batteries compartment
6. Card reader
7. Status LED
8. USB connector
9. FEED key
10. Belt clip
11. 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
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Paper Roll Insertion
Status LED
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