Contents - Index


PC EFTPOS (ANZ) EFI sales processing

The pinpad is controlled from the PC EFTPOS client software.  The only messages that appear on the sales processing form are whether the transaction was accepted or not. All actions are initiated from PC EFTPOS form.

1. Normal mode sales - no signature.
  • The amount to pay displays in the Tendering field.  If the customer wants to split their payment between cash and EFTPOS, or EFTPOS select the relevant tendering option on the POS.
  • Click the "To pinpad" button.  The processing forms appear as follows - the pinpad is awaiting the customer's selection of the account after they have swiped their card.


  • The response from the pinpad appears on the client application.  These are what the customer sees on the pinpad
  • Until the customer has swiped the card, and the card has been authorised, it is possible to cancel the transaction.
  • When the customer has swiped their card the processing form appears as follows when the card has been accepted:


  • Once the sale has been authorised the EFTPOS receipt prints and you are given the option to print the normal receipt as well.
  • You are returned to Front Counter.
  • PC EFTPOS always provides the option for the customer to enter the card details manually.  As a result the "Manual" button is displayed and active.
  • Note that the tendering form has already been closed down.  Click the Accepted button to return to Front Counter.  If you don't the NZEFTPOS form shuts down after about 5 seconds.

    2. Signature required.

    To activate "Signature required" the customer must press the Enter key on the pinpad when prompted for "Pin or enter".  Or the card is one that defaults to requiring a signature.  Or the purchase is of a value that requires a signature.  In the later two cases "Signature required" activates automatically as soon as the card is swiped.  "Signature required" is also triggered when a refund is requested.

    With "Signature required" activated the sales processing forms appear as follows:



    First a merchant copy of the receipt is printed.  This needs to be signed by the customer.  Compare the signature with the signature on their card.  If they match click the "Yes" button.  Other wise click the "No" button.  If the "No" button is clicked the transaction is cancelled.

    In all cases, if a transaction is cancelled, you can prompt the customer to use another card or payment option.

    If the signature is accepted the processing screen appears as follows:



    NZEFTPOS allows you to access the control panel.  To do so click the EFTPOS control panel button on the Front Counter selection form.  The control panel allows you to carry out a range of operations.  To carry out a settlement cutover, or settlement inquiry, click Administration.  Some of these operations require that you know the passwords.  Please refer to the NZEFTPOS documentation for details.

    3. EFTPOS refunds.

    If the customer requests a refund you can arrange to complete it using NZ EFTPOS.  The cashier (or you) must have the merchant number, and merchant card if using the Ingenico two-way terminal, to be able to do this.

    To initiate a refund process the return as usual.  That is, click "Refund/Credit" BEFORE scanning the returned item's bar code or entering the stock code.  If the customer isn't purchasing anything in addition to the refund the total value of the sale will be negative.  Click the Tender EFTPOS button.

    The payments processing form activates.  Click "To pinpad".  A dialog form activates as below:



    Enter the merchant's number.  If this is the correct number the NZ EFTPOS form will activate and request confirmation of signature.  At this point a receipt is printed.  The customer needs to sign the receipt.  If the signature matches their identification (you did ask for one didn't you?), click 'Sig approved".  The refund will then be completed.