I5310 A2C User Manual

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I5310 MoneyClip
Account to Card
User Manual
Thank You
I5310 MoneyClip Account to Card
_______________________________________________________
Thank you for your purchase of a Heartland MicroPayments Electronic Cash System.
Heartland MicroPayments brings the efficiency of high technology to your cashless
transaction operations along with the added benefits of fewer service calls and shorter route
times. The Heartland MicroPayments system may be integrated into many different
applications, such as cafeteria check-out lines, vending machine operations, copiers,
washers and dryers, printers, microfiche and microfilm readers and video games.

With Heartland MicroPayments, everyone benefits. Employees appreciate the convenience


of a personalized card that eliminates the need for carrying cash and using bill changing
Machines. Card operated vending machines work faster than coin operated Models.
Cafeteria lines move more quickly when cash transactions are eliminated, resulting in greater
employee satisfaction, increased sales and reduced labor expenses.

For employers, a Heartland MicroPayments system simplifies accounting and auditing.


Detailed Reports are available in seconds, at the touch of a button. The elimination of cash
handling increases security and reliability while decreasing labor requirements. Most
importantly, cash inventory for your operation is increased.

The flexibility of the Heartland MicroPayments system allows as many as four different
discounts to be given to employees automatically. In addition, special incentives and
bonuses may be programmed for certain days or times of day. Programming is simplified
using the Data Collector.



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WELCOME

About Us
Heartland MicroPayments, a wholly owned subsidiary of Heartland Payment Systems, Inc. (NYSE:
HPY), is the global leader and innovator in the manufacture and sale of electronic cash systems
utilizing online and offline technology. Heartland MicroPayments offers smart (chip) card and
magnetic stripe systems designed and developed to improve convenience and save time for its
customers as well as their customers. Heartland MicroPayments' electronic cash systems can be
found in corporate campuses, colleges and universities, correctional facilities, hospitals, hotels, cruise
ships and laundry facilities. With expertise on 5 continents and over a 20-year track record of
reliable, robust systems, you can be confident in your decision to install a Heartland MicroPayments
Electronic Cash System. For more information on Heartland MicroPayments, visit our website at
www.heartlandmicropayments.com.

Heartland provides credit and debit card, payroll and related processing services to restaurant, hotel,
and retail merchants throughout the United States. Heartland has become one of the largest payment
processors, with over $40 billion of annual processing volume from current merchants. Heartland's
success is the result of the combination of a superior long-term customer relationship sales model
and its internally-developed, client-server based transaction processing platform.

Heartland is the founding supporter of The Merchant Bill of Rights, a public advocacy initiative that
educates merchants about fair credit and debit card processing practices. For more information, visit
www.heartlandpaymentsystems.com and www.MerchantBillOfRights.com.

About This Manual


This manual is a reference document for those who want to operate the Ingenico 5310 loaded with
the Heartland MicroPayments MoneyClip Revalue Station Application. It is intended to cover the
main topics about the system and not to be the only source of information about the application. You
may want to read through the entire manual when you first purchase the Heartland MicroPayments
product and then use it as a reference guide.
If you need someone to provide assistance, please call our Customer Support at (423) 894-6177.

In this manual, we will explain the general procedures for installing, configuring and programming the
I5310 Heartland MicroPayments MoneyClip Revalue Station. We will also explain how to retrieve
reports and provide maintenance and troubleshooting tips.









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Introduction
The I5310 is a secure, easy-to-use terminal for electronic transaction acceptance and processing. Its
ergonomic design, large graphic display, wide choice of communication options, long magnetic stripe
reader, easy loading and fast printer, all provide increased performance and convenience.

The Heartland MicroPayments MoneyClip Revalue Station Application is a state-of-the art software
application that provides:
menu-driven selection - financial and administrative transactions and configuration functions are
initiated through menus that clearly describe the available options,
terminal initialization and host parameters download capability,
terminal configuration - allows customization of the terminal such as terminal language selection;
terminal prompts and receipts can be either in English or French,
trailer messages - trailer messages that print on the bottom of the cardholder copy of the receipt
can be customized,
debit and credit sales transaction processing,
batch and transaction search capabilities - a transaction storage (draft capture stores up to 500
transactions) - enables transaction search, provides detailed transaction reports and facilitates
settlement when there are any disputes,
settlement and reporting capabilities - provide transaction receipts and reports that are required to
be able to follow up on the financial aspects of the business such as: Transaction Inquiry, Current
and Closed Batch Totals Inquiry, and Heartland MicroPayments DebUtil and TLog reports,
Admin Access Card and password protection for selected administrative functions.

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TABLE OF CONTENTS

Section:
Thank You--------------------------------------------------------------------------------------------- 2
Welcome-----------------------------------------------------------------------------------------------
About Us--------------------------------------------------------------------------------------------- 3
About This Manual-------------------------------------------------------------------------------- 3
Introduction------------------------------------------------------------------------------------------ 4
Table of Contents---------------------------------------------------------------------------------- 5
Getting Started--------------------------------------------------------------------------------------- 7
Hardware Components--------------------------------------------------------------------------- 7
Real Time Clock-------------------------------------------------------------------------------- 7
Keyboard Layout--------------------------------------------------------------------------------- 7
Other Function Keys---------------------------------------------------------------------------- 8
Data Entry Keys---------------------------------------------------------------------------------- 8
Base Unit------------------------------------------------------------------------------------------  9
Enclosure------------------------------------------------------------------------------------------ 9
Input/Output Ports------------------------------------------------------------------------------- 9
Display--------------------------------------------------------------------------------------------- 10
Internal Printer----------------------------------------------------------------------------------- 10
Dispenser----------------------------------------------------------------------------------------- 10
Magnetic Stripe Reader (MSR) ----------------------------------------------------------------- 10
Smart Card Reader--------------------------------------------------------------------------------- 10
Remote Data Collection--------------------------------------------------------------------------- 11
Maintenance, Care & Operating Conditions----------------------------------------------- 11
Terminal Cleaning--------------------------------------------------------------------------------- 11
Paper Roll Replacement------------------------------------------------------------------------- 11
Software Setup-------------------------------------------------------------------------------------- 12
New Terminal Configuration & Initialization------------------------------------------------- 12
Change Manager Password--------------------------------------------------------------------- 13
Terminal Initialization------------------------------------------------------------------------------ 14
Key Exchange-------------------------------------------------------------------------------------- 15
Terminal Configuration--------------------------------------------------------------------------- 16
Other Terminal Settings-------------------------------------------------------------------------- 22
Backlight--------------------------------------------------------------------------------------------- 22
Printer Setup---------------------------------------------------------------------------------------- 23
Terminal Language-------------------------------------------------------------------------------- 25
Terminal Configuration List---------------------------------------------------------------------- 26
Heartland MicroPayments MoneyClip Card Setup---------------------------------------- 27
Financial Transactions---------------------------------------------------------------------------- 29
Revalue Transaction------------------------------------------------------------------------------ 29
Credit Card Transaction-------------------------------------------------------------------------- 29
Debit Card Transaction--------------------------------------------------------------------------- 31
Purchase a Card----------------------------------------------------------------------------------- 33
Cancelling a Transaction------------------------------------------------------------------------- 34
Host Authorization, Approved and Declined Transactions------------------------------ 34
Business Functions-------------------------------------------------------------------------------- 35
Transaction Inquiry-------------------------------------------------------------------------------- 35

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Current Batch Totals Inquiry-------------------------------------------------------------------- 36
Close Batch----------------------------------------------------------------------------------------- 37
Closed Batch Totals Inquiry--------------------------------------------------------------------- 38
Deposit Totals – Current Host Totals--------------------------------------------------------- 39
Reprint Receipt or Report------------------------------------------------------------------------ 40
Data Exchange------------------------------------------------------------------------------------- 41
Issues & Solutions--------------------------------------------------------------------------------- 41
Fequently Asked Questions--------------------------------------------------------------------- 41
Terminal Error Messages------------------------------------------------------------------------ 42
Heartland MicroPayments MoneyClip Card Error List------------------------------------ 44
Specifications---------------------------------------------------------------------------------------- 45
Glossary----------------------------------------------------------------------------------------------- 46
Work Space For Text Configuration---------------------------------------------------------- 47
Index---------------------------------------------------------------------------------------------------- 48
Addendum I------------------------------------------------------------------------------------------- 50
Error Codes------------------------------------------------------------------------------------------ 50

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Getting Started

Hardware Components
The Ingenico 5310 is also a SPED (Secure Pin Entry Device). Logical and physical security is
included. The I5310 connects to the base via a curly cable. The base connects to the host via a dial
line.



Real Time Clock


The real time clock is capable of keeping day, month, year, hour, minute and second. It is not reset
when the terminal is unplugged.

Keyboard Layout

Screen-Addressable Function Keys:


Key Description

[F1] This function key can be used to select an option or menu text that is displayed on the
screen, for example, the screen displays "BACKLIGHT" on the top line of the display and,
on the bottom line, "YES" displays on the left and "NO" displays on the right. The F1 key
would be pressed to select "YES".
This key can also be used to scroll down when menus and the scroll arrows (▲ and ▼)
are displayed.
[F2] This function key can be used to select the middle option or menu text that is displayed
on the screen, for example, the screen displays "BALANCE $nn.nn" on the top line of the
display, "SELECT AMOUNT" on the second line, "UP TO $nn.nn" on the third line and
"$10 $25 OTHER" on the bottom line. The F2 key would be pressed to select "$25".
[F3 This function key can be used to select an option or menu text that is displayed on the
screen, for example, the screen displays "BACKLIGHT" on the top line of the display and,
on the bottom line, "YES" displays on the left and "NO" displays on the right. The F3 key

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would be pressed to select "NO".
This key can be used to scroll up when menus and the scroll arrows (▲ and ▼) are
displayed.
This key can also be used to scroll to the right or left when a message and scroll arrow
(►) displays.

Other Function Keys


Key Description
[CAN/ The Cancel (red) key cancels the current transaction or function. The Cancel key is
ANN] disabled when the terminal is communicating with the host.
[CORR] The Correction (yellow) key works as a data correction key and as a navigation key.
When data is being entered, the Correction key erases the last entered character from
the screen. If the last entered character has been cleared, pressing the Correction key
causes the terminal to return to the previous prompt.
[OK/ The OK (green) key is used to select an option that is displayed in reverse video on the
ENTER/ screen, to confirm user-entered data and start data validation or to move to the next
ENTREE] functional step without waiting for a message to time-out.
[] Advances the paper roll one line. The Paper Feed key is only enabled when the Admin
Access key is inserted in the Smart Card Reader and the terminal is in the administrative
function mode.
[ADMIN] The Admin key is used to access the Administrative Function Selections if the MoneyClip
Card Setup has not been successfully performed. After that, the Admin Access Card will
be required to access the Administrative Function Selections. In addition, at a prompt
where alphabetic characters are accepted, the Admin key allows the entry of letters and
special characters.

Data Entry Keys


Key Description
[1 QZ] Number 1, space and letters Q, Z.
[2ABC] Number 2 and letters A, B, C.
[3DEF] Number 3 and letters D, E, F.
[4GHI] Number 4 and letters G, H, I.
[5JKL] Number 5 and letters J, K, L.
[6MNO] Number 6 and letters M, N, O.
[7PRS] Number 7 and letters P, R, S.
[8TUV] Number 8 and letters T, U, V.
[9WXY] Number 9 and letters W, X, Y.
[0*#,.] Number 0 and special characters "asterisk", "pound sign", "comma", and "period".
The letters in the table above are used only for those terminal prompts where alphanumeric data entry
is performed. You do this by using the [ADMIN] key together with the data entry keys.

The following example shows how to enter the alphanumeric sequence "D1N33"
Key Text Description
Pressed Displayed
(Blank) The initial display is empty in this example.
[3] 3 "3" is the digit key initially pressed when entering the letter D.
[ADMIN] D [ADMIN] displays the next letter in the sequence: D.
[1] D1
[6] D16 "6" is the digit key initially pressed when entering the letter N.
[ADMIN] D1M [ADMIN] displays the next letter in the sequence: M.
[ADMIN] D1N [ADMIN] displays the next letter in the sequence: N.
[3] D1N3
[3] D1N33 Data entry is complete: "D1N33".
[OK] (Next [OK] is pressed to accept data entry, taking the terminal to the next prompt.
Prompt)

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Base Unit
The terminal is connected to the base unit by a curly cable can be stretched to approximately 1.80
metres (6 feet). The following picture shows each part separately.

 

Enclosure
The base unit is secured in a key accessible stainless steel enclosure which allows for unattended
operation (shown below without the optional card dispenser).

Input/Output Ports
The power and communication ports are located at the rear of the base.

Counting from the left, the first connector, labelled as LINE, is not used;
The second connector, labelled with a phone symbol (), is used to connect the telephone line;
The third connector, labelled with a power symbol (), is used to connect the power supply;
The fourth connector, labelled COM2, and the fifth connector, labelled COM3. These two ports
can be used to connect external devices that communicate serially with the terminal.

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Display
The reflective LCD (Liquid Crystal Display) supports 4 lines by 16 characters.
Backlighting is provided for all Ingenico terminals.

Internal Printer
The thermal internal printer has graphic capacity. Each line can have up to 24 characters. It supports
double width and double height printing, upper and lower case, and reverse font printing. It uses the
North American ASCII character set.

The printer is located behind the display at the back upper part of the terminal. An acrylic cover gives
access to the thermal paper roll.

The printing speed is 15 lines per second for the Ingenico 5310. The Ingenico 5310 does not have
paper end detection.


Dispenser

The optional card dispenser can dispense pre-valued MoneyClip cards to customers. The selling
price for these cards is programmable. Customers purchase the card from the dispenser with either a
debit or credit transaction. The dispenser is equipped with the maximum capacity of 115 cards.

Magnetic Stripe Reader [MSR]


The MSR can read card tracks 1 and 2 of the card, swiped in either direction. Its location is at the
right side of the terminal.

Card Swipe Instructions:


The magnetic stripe reader is bi-directional. The card can be swiped in either direction.
The card must be swiped at constant speed and pressure, ensuring it remains in contact with the
bottom of the track throughout the entire swipe action.
The card magnetic stripe must face the terminal.

Smart Card Reader



The Smart Card Reader is used to read and write to MoneyClip cards. The MoneyClip card is
embedded with a Heartland MicroPayments proprietary smart chip that is programmed with value for
purchases. The card is inserted into the smart card reader and value is read, deducted or written to
the chip.

Card Insert Instructions:

Insert card into smart card reader with the smart chip facing up and foremost into the reader.
Card must stay inserted for the duration of the transaction.

Remote Data Collection



The Remote data Collection feature will allow the 5310 terminal to call the Heartland MicroPayments
remote host (on a predetermined schedule and totally outside of the BCE network) and upload its

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DebUtil and Tlog audit files daily. The client will then be able to view these audit reports from any
web enabled PC, and be able to consolidate multiple terminal reports into a unified form. This is a
subscription-based service. For more information on how to use this feature, please contact your
Heartland MicroPayments Sales Representative.


Maintenance, Care and Operating Conditions
Always use the system components within the specified conditions. Always use approved supplies.
Misuse of the system components or the use of incorrect supplies may result in equipment damage.

The terminal is designed to for these conditions:


Operating Temperature: +5 to +40 degrees Celsius (+41 to +104 degrees Fahrenheit).
Storage Temperature: -20 to +70 degrees Celsius (-2 to +158 degrees Fahrenheit).

Terminal Cleaning
Clean the outside of the terminal with a soft cloth moistened with a mild detergent solution.

Never spray cleaning solution directly on the terminal or pin pad, as drops may enter the unit and
damage it.

NOTE: Do not use alcohol-based cleaning products.

Paper Roll Replacement


The I5310 will not indicate that there is an out-of-paper condition or that the paper has been installed
incorrectly. If a colored stripe begins appearing on the printed receipts or reports, it is time to replace
the paper roll.

To replace the paper roll:


Open the cover of the paper compartment by pressing back the release lever (behind the paper
receipt).
Lift up the empty roll and remove it.
The end of the paper roll is usually glued to the rest of the new roll. Separate it so that it becomes
loose.
Place the new paper roll into the compartment. The loose end of the paper roll should come from
the lower side of the roll.
Close the paper compartment making sure that the paper end stays outside.
With the Admin Access Card in the Smart Card Reader, press the paper feed button, to verify that
the paper advance correctly.
Tear off the excess paper coming out from the printer.

NOTE: Always use thermal paper having these specifications:


Single ply thermal sensitive - POS or facsimile grade
Basis Weight:
(lb/rm 17 ins. x 22 ins. - 500)---14.5+/-5%
(GSM)---55%+/5%
Caliper: 2.4+/-0.2 Mils or 60+/-5 Microns
Brightness: Min. 85%
Smoothness: (Bekk Minimum): 300s
Roll Width: 2.25+/-0.020 in (58 mm +/-0.5 mm)
Roll Diameter: 2.0 in (51 mm) maximum
Roll Core ID: 0.500 in (13 mm) nominal
Roll Core OD: 0.625 in (16 mm) nominal

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NOTE: When stored, thermal paper should not be exposed to:
Vinyl, plastics, adhesives, shrink-wraps, wet-toner copies or certain carbon papers
Office light, UV light
High humidity (above 65% relative humidity)
Temperature above 25 degrees Celsius (72 degrees Fahrenheit)

Software Setup
This section describes the software setup to be performed after the hardware is installed. Refer to
ACM User‟s Manual to create the system key card, the 5310 setup card, site code card, and the
administrative access card. These cards will need to be created before proceeding to the
Configuration and Initialization of the terminal.

New Terminal Configuration and Initialization


The terminal displays these messages after the power cord is connected:

**__*V06011*__**
Displayed for a moment at power up.
HSCL00WW0307

TEST
OPERATING SYSTEM Operating System Check

SELFTEST
NNNNN-NNNN Self Test

I5310 “NNNNN-NNNN” The Application part and version number.


NNNNN-NNNN “01.5x.00.yy” Software version for the MoneyClip application.
01.5x.00.YY

PLEASE WAIT This screen displays allowing access to the System Function menu or
key injection. The [F1] should only be pressed on the advice of the
? Help Desk. The [OK] key only on the advice of a Key Injection Facility.

If nothing is pressed, a non-initialized terminal displays the Terminal Initialization Required Idle
Prompt:

YYYY/MM/DD HH:MM Displayed if the terminal does not have working downloaded
TERMINAL parameters. Date/Time displayed on line 1. Time is displayed in 24-
INITIALIZATION hour format.
REQUIRED

For a non-initialized terminal, the manager password must be changed. Other terminal
functions cannot be performed until this step is completed.

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Change Manager Password
This function allows you to setup or change the manager password. Non-initialized terminals are
setup up with the default password 123456. The manager password is your access key to sensitive
transactions and functions. Disclose it only to the staff with permission to access those functions.

Perform these steps to change the manager password:


1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.
2. On a new terminal, the only available option is the Change Manager Password.

ADMIN - SELECT The “Admin – Select” menu is displayed

REPORTS OTHER Select [OTHER] by pressing the [F3] key

3. Use [F1] or [F3] to scroll up or down to highlight [CHANGE MGR PWD]. Press [OK]:

TERMINAL INIT
KEY EXCHANGE
TERMINAL CONFG
▼CHANGE MGR PWD▲

4. Enter the manager password. Press [OK]:

SUPER
PASSWORD If the Super Password screen displays, please call the Help Desk.
When the correct Super Password is entered, the new password screen
******** displays.

CURRENT PASSWORD
If this screen appears, enter the current password, or if the terminal is
******** new, enter „123456‟ (the default). Asterisks are displayed each time a
security password is entered.

5. Enter your own choice for the manager password (4 to 8 digits). Press [OK]

NEW PASSWORD
The new password must be different than „123456‟. Asterisks are
******** displayed as the password is entered.

6. Re-enter the password entered in the previous step. Press [OK]

REPEAT
NEW PASSWORD Asterisks are displayed as the password is entered.

********

7. After the new password is re-entered, or if the Cancel [CAN] key is pressed, the terminal returns to
“Admin –Other” menu.

TERMINAL INIT
KEY EXCHANGE Press the Cancel [CAN] key to return to the Idle Prompt.
TERMINAL CONFG
▼CHANGE MGR PWD▲

If the terminal is new and the manager password is being set for the first time, the terminal
parameters must now be set. Perform the steps listed in Terminal Configuration.

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NOTE: Depending on the way the terminal is configured, the manager password may not be used
often. It is a good practice to write it down and keep it in a safe place, away from the terminal and not
accessible to the persons who operate it.

Use a password that cannot be uncovered easily, for example: different digits not ordered in any logic
sequence.

If you forget the manager password, call the Help Desk.

Terminal Initialization
The Terminal Initialization Function loads the terminal with configuration parameters coming from the
host. You need to perform this function when the terminal displays the message TERMINAL
INITIALIZATION REQUIRED or whenever instructed by the Help Desk to do so. Please make sure
you are at the location and connected to the phone line before proceeding to the next step.

Follow these steps to initialize the terminal with the host:


1. The Terminal Initialization Required Idle Prompt:

YYYY/MM/DD HH:MM Press [ADMIN]. NOTE: After MoneyClip card setup is successfully
TERMINAL performed, Admin Access card must be inserted instead of pressing
INITIALIZATION [ADMIN] key.
REQUIRED

2. The "Admin - Select" menu is displayed:

ADMIN - SELECT
Select [OTHER].
REPORTS OTHER

3. The "Admin - Other" menu is displayed:

TERMINAL INIT
KEY EXCHANGE Press [OK] key while Terminal Initialization is highlighted.
TERMINAL CONFG
▼CHANGE MGR PWD▲

4. Enter Manager Password:

MANAGER
PASSWORD Asterisks are displayed as the password is entered.

******

5. If the terminal is new, the Retain Settings screen will not display:

RETAIN SETTINGS? Select [YES] to keep the current merchant and terminal IDs (Proceed to
next step).
YES NO Select [NO] to change the current settings.

MERCHANT ID Enter the 10 digit Merchant ID or press [OK] to keep the one displayed
(1234567890 in this example). The validity of the Merchant ID is
1234567890 checked at the host.

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TERMINAL ID
Enter an 8 digit Terminal ID number (12345678 in this example). Press
12345678 [OK] key.

INIT PHONE #
Enter the 11 digit phone number to be dialed for initialization with the
18772705938 host (18772705938 in this example).

6. The terminal begins host communications and displays DIALING, SENDING, RECEIVING and
PROCESSING.

7. If the merchant or terminal ID has been changed, storage is cleared automatically and this screen
is not displayed:

CLEAR STORAGE? Select [YES] if you want to erase any transaction details and totals
currently in the terminal memory or [NO] if you want to keep them.
YES NO

NOTE: The transaction storage is the terminal memory area containing approved financial
transactions. It can hold a maximum of 500 transactions. No warning message is
displayed when the storage area becomes full. New transactions automatically replace
the old ones. The terminal keeps in its memory the totals for the last seven closed
batches.

8. The terminal returns to the Idle Prompt. A Key Exchange should be performed at this time.

Key Exchange

NOTE: Must be at the location, on the phone with Emergis to complete the next step. Be
prepared to provide them with the Merchant ID number and the 16 digit terminal serial number
to them on request. Emergis Help Desk phone number is 800-268-4280.

The Key Exchange Function loads the terminal with new security keys. This function is shown and
enabled if the terminal is configured to process debit transactions.

This function needs to be performed:


For a new terminal after performing host initialization;
If the host starts to reject debit transactions repeatedly;
Whenever instructed by the Help Desk to do so.

To perform a key exchange:


1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [OTHER] by pressing the [F3] key

2. Use [F1] or [F3] to scroll up or down to highlight [KEY EXCHANGE]. Press [OK]:

3. Enter the manager password:

MANAGER
PASSWORD Enter the manager password. Asterisks are displayed as the password
is entered.
********

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4. The terminal starts to communicate with the host and displays DIALING, SENDING, RECEIVING
and PROCESSING.
5. The keys are exchanged and the terminal returns to the Idle Prompt. Other Terminal Settings
should be set, if necessary. Heartland MicroPayments MoneyClip Card Setup should be
performed. Please refer to the Heartland MicroPayments MoneyClip card section of this manual.

Terminal Configuration
This function allows the configuration of terminal parameters and allows the terminal to be
customized to meet your needs. Press [ENTER] when a selection is highlighted and the setting is
accepted and the terminal will continue with the next display.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - The “Admin – Select” menu is displayed


SELECT
Select [OTHER] by pressing the [F3] key
REPORTS OTHER

2. Use [F1] or [F3] to scroll up or down to highlight [TERMINAL CONFG]. Press [OK]:

TERMINAL INIT
KEY EXCHANGE
TERMINAL CONFG
▼CHANGE MGR PWD▲

3. Enter the manager password:

MANAGER
PASSWORD Enter the manager password. Press [OK]. Asterisks are displayed as
the password is entered.
********

4. The "Config - Select" menu is displayed:

CONFIG - SELECT
Select [COMM] to configure the communications parameters.
COMM OTHER

5. The telephone prefix is defined:

CHANGE
PREFIX The current dial prefix is displayed on line 2 (*99 in the example). [YES]
will erase the current prefix; a new one must be entered.
*99 Select [NO] if no change is needed.

YES
NO

If [YES] is selected:

DIAL PREFIX
Enter 1 to 4 characters.
*99

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The terminal dials this prefix before the host telephone number. The line detection option affects
this field. See the explanation for the line detection option below.

If connected to a PBX-type telephone system, the dial prefix is the digit sequence used to
obtain an "external line". If the phone line is an analog line there is no prefix required.

Valid entries for a telephone prefix:


digits 0 - 9;
A comma "," to make a pause or delay before dialing the next digit;
An asterisk "*" to disable any special telephone services of your dial line. For example,
if you subscribe to the "Call Answer" service, entering an asterisk sets the line to the
normal dial tone so that the terminal can dial out.

6. Dial Type is defined:

DIAL TYPE
TONE The current dial type is displayed (TONE in the example). Select the
dial type.
TONE PULSE
Select [TONE] for a tone-type telephone or [PULSE] if the telephone line is pulse-type.

7. The Line Detection option is defined:

LINE DETECTION
YES The current line detection option is displayed (YES in the example).
Turn on/off line detection.
YES
NO

Select [YES] if the terminal is to check if a telephone line is connected or [NO] if no check is
needed.

8. Baud Rate is defined:

BAUD RATE
1200 The current baud rate is displayed (1200 in the example).
Select the baud rate.
1200
2400

9. Download Reports is defined:

DWLD REPORTS
TYPE The current Download Type is displayed (SERIAL in the example)
SERIAL Select the type.

SERIAL
MODEM

If Modem is selected continue to next step, if serial is selected go to step #15.

NOTE: If modem is chosen, the terminal must have been registered previously with Heartland
MicroPayments for Remote Data Collection.

10. Change Phone 1 for Reports is defined:

CHANGE PHONE 1 If [YES], enter new phone number, then press [OK] key. If [NO],
FOR REPORTS continue to next step.
Phone #_______________________________

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YES NO (Provided by Heartland MicroPayments upon request.)

11. Change phone 2 for Reports is defined:


CHANGE PHONE 2 If yes, enter new phone number, then press [OK] key. If [NO], continue
FOR REPORTS to next step.
Phone #________________________________
YES (Provided by Heartland MicroPayments upon request)
NO

12. Change prefix for reports y or n then press [OK] key.


CHANGE PREFIX FOR If [YES], enter prefix necessary to dial out on the phone to retrieve
REPORTS reports. If [NO], continue to the next step. (Example shown indicates
no prefix requirement to dial out).
YES NO

13. Baud Rate


BAUD RATE REPORT
1200 The current baud rate is displayed (1200 in this example).
Select the baud rate.
1200 2400

14. Dial Type


DIAL TYPE REPORT The current dial type is displayed (TONE in the example). Select the
TONE dial type.

TONE
PULSE

15. The "Config - Select" menu is displayed:

CONFIG -
SELECT Select [OTHER].

COMM OTHER

16. Terminal Date is defined:

TERMINAL DATE
(YYYYMMDD) Enter the current date (to set the internal clock) or press [OK] to keep
the displayed date (20040215 in the example).
20040215

17. Terminal Time is defined:

TERMINAL TIME
(HHMM) Enter the current time or press [OK] to keep the displayed time (1345 in
the example). The time is entered in a 24-hour format.
1345

18. Close Batch Start Time is defined:

CLOSE BATCH
START TIME HHMM Enter the time (in 24-hour format) that the „Close Batch‟ process should
automatically begin (0315 in the example).
0315

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The „Close Batch‟ process will start at the Close Batch Start Time if a manual close has not been
done within the current day. If there is a communications error, there will be 3 retries at 5 minute
intervals. If the terminal is not idle at the time set to start the automatic „Close Batch‟ process, the
terminal will start the Close Batch process within 30 minutes after the Idle Prompt is displayed.

19. Download Reports start time type is defined:

DWNLD REPORTS Enter the time (in 24-hour format) that the „Remote Reporting‟ process
START TIME HHMM automatically begins (0345 in the example). This time must be different
0345 than the setting for „Close Batch‟ process by a minimum of 30 minutes.

20. Download Reports interval time is defined as the time lapse between the each automatic
download in hours. (2400 in the example below reflects that reports will download once per 24
hours):

DWNLD REPORTS Press [OK]


INTERVAL TIME

2400

21. The First Preprogrammed Revalue Amount is defined:

CHANGE FIRST To keep the default amount ($10 in this example) enter [NO]. To
REVALUE AMOUNT? change amount enter [YES].
$10
YES NO

If [NO] is selected, go to the next step.

If [YES] is selected:

FIRST
PREPROGRAMMED Enter 1 to 3 digits. The amount entered must be in whole dollars, no
REVALUE AMOUNT cents are accepted and the amount must not exceed the card
15 maximum, as defined by Administrative Card Maker.

22. The Second Preprogrammed Revalue Amount is defined:

CHANGE SECOND
REVALUE AMOUNT? Enter a second amount that a customer can select to revalue the
$25 MoneyClip Card or press no to keep the displayed amount. $25 is the
YES NO default amount.

If [NO] is selected, go to the next step.

If [YES] is selected:

SECOND
PREPROGRAMMED Enter 1 to 3 digits. The amount entered must be in whole dollars, no
REVALUE AMOUNT cents are accepted and the amount must not exceed the card
maximum (example shown at $50).
50

23. The Third Revalue Amount is defined:

THIRD AMOUNT Select type. If variable press [OK].


TYPE

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VARIABLE

FIXED VARIABLE

If “VARIABLE” is selected, go to Step 24. If fixed value is selected:

CHANGE THIRD Select [YES] or [NO]. If NO, continue to next step. If YES, enter
REVALUE AMOUNT amount for fixed value. Press [OK] key. (Example shown: 50).
50

YES NO

24. Change Minimum Transfer amount is defined:

CHANGE MINIMUM Select [YES] to change current setting.


TRANSFER AMOUNT?
$1 Select [NO] to keep current setting (the example shown is $1).

YES
NO
If no, continue to next step. If yes, enter new minimum transfer amount then press [OK] key.

25. Change Text Idle1 English is defined:

CHANGE TEXT Select [NO] to keep current setting (“Text 1 Lang 1” is example shown).
IDLE1 ENGLISH
TEXT 1 LANG 1 Select [YES] to change current setting.

YES NO Changes to this section will affect the first 16 character text line
displaying on the terminal.

If yes, enter new text then press [OK] key.

The terminal display contains two 16 character lines for inserting text. When configuring the terminal
for initialization, text must either be entered, or the default text will continue to display during live
transactions. When adding text, if the process is not completed within the allotted 60 second
timeframe, then the system will “timeout” and the text entry step will have to be performed again.

Data Entry Key codes (text codes) are explained under the section „GETTING STARTED‟ as well as,
in the section „CONFIGURATION WORKSHEET‟ at the end of the manual. Please refer to these
codes in order to enter text. „CONFIGURATION WORKSHEET‟ also offers a graph similar to the
example below to assist you with in configuring text to be entered for display.

Sp Sp Sp Sp I N S E R T Sp Sp Sp Sp Sp Sp

26. Change Text Idle2 English is defined

CHANGE TEXT Select [NO] to keep current setting.


IDLE2 ENGLISH
Select [YES] to change current setting.
YES NO
Changes to this section will affect the second 16 character text line
displaying on the terminal.

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If yes, enter new text then press [OK] key.

Refer to the explanation detailed under step #25 for instructions on entering Text (See example
below).

M O N E Y C L I P Sp C A R D Sp Sp

Based on the example text entered, the display will read as follows:

Sp Sp Sp Sp I N S E R T Sp Sp Sp Sp Sp Sp

M O N E Y C L I P Sp C A R D Sp Sp

28. Change Text Idle1 French is defined:

CHANGE TEXT Select [NO] to keep current setting (“TEXT1 LANG2” is example
IDLE1 FRENCH shown).
TEXT 1 LANG2
YES NO Select [YES] to change current setting.

If yes, enter new text then press [OK] key.

Refer to the explanation detailed under step #25 for instructions on entering Text.

29. Change Text Idle2 French is defined:


CHANGE TEXT Select [NO] to keep current setting.
IDLE2 FRENCH
TEXT2 LANG2 Select [YES] to change current setting.

YES NO
If yes, enter new text then press [OK] key.

Refer to the explanation detailed under step #25 for instructions on entering Text.

30. Change Asset Number is defined:

CHANGE ASSET Select [YES] to change current setting.


NUMBER
00000048 Select [NO] to keep current setting (“00000048” is example shown).

YES NO
If “MODEM” was selected on Step #9, the Asset number must be assigned by an authorized
Heartland MicroPayments representative. Please contact the Heartland MicroPayments Customer
Service.

NOTE: If a „Price and Configuration‟ card is inserted after this point, the asset number
entered will be over-written.

31. Change Dispenser Message English #1 Line is defined:

CHANGE DISP MSG Select [YES] to change current setting.

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ENGLISH #1 LINE
TEXT1 DISP ENG Select [NO] to keep current setting (Text example field is empty).

YES NO
If yes, enter new text then press [OK] key. Refer to the explanation detailed under step #25 for
instructions on entering Text

32. Change Dispenser Message English #2 line is defined:

CHANGE DISP MSG Select [YES] to change current setting.


ENGLISH #2 LINE
TEXT2 DISP ENG Select [NO] to keep current setting (Text example field is empty).

YES NO
If yes, enter new text then press [OK] key. Refer to the explanation detailed under step #25
for instructions on entering Text

33. Change Dispenser Message French #1 line is defined:

CHANGE DISP MSG Select [YES] to change current setting.


FRENCH #1 LINE
TEXT1 DISP FRE Select [NO] to keep current setting (Text example field is empty).

YES NO
If yes, enter new text then press [OK] key. Refer to the explanation detailed under step #25
for instructions on entering Text

34. Change Dispenser Message French #2 line is defined:

CHANGE DISP MSG Select [YES] to change current setting.


FRENCH #2 LINE
TEXT2 DISP FRE Select [NO] to keep current setting (Text example field is empty).

YES NO
If yes, enter new text then press [OK] key. Refer to the explanation detailed under step #25
for instructions on entering Text

35. The "Config - Select" menu is displayed:

CONFIG - SELECT Press [CAN] to return to the "Admin - Other" menu.

COMM OTHER

36. The "Admin - Other" menu is displayed:

TERMINAL INIT Press [CAN] to return to the Idle Prompt.


KEY EXCHANGE
TERMINAL CONFG
▼CHANGE MGR PWD▲

If the terminal configuration is complete and the terminal is new, perform Terminal Initialization.

Other Terminal Settings


Backlight
Backlight

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To turn backlight on or off:
1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [OTHER] by pressing the [F3] key

2. Use [F1] or [F3] to scroll up or down to highlight [BACKLIGHT]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed as the password
PASSWORD is entered.

********

4. Select Backlight on or off:

BACKLIGHT Select [YES] to turn the backlight on. [NO] turns the backlight off.
YES
The default is [YES].
YES NO

5. The "Admin - Other" menu is displayed:

TERMINAL INIT Press [CAN] to return to the Idle Prompt.


KEY EXCHANGE
TERMINAL CONFG
▼CHANGE MGR PWD▲

Printer Setup
Printer Set-up allows the footer line to be customized. Footer lines are printed on customer receipts.
There are no separate English and French footers. The footer lines are automatically printed in the
center of the customer receipt.

To configure the printer settings:


1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN – SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [OTHER] by pressing the [F3] key

2. Use [F1] or [F3] to scroll up or down to highlight [PRN SET-UP]. Press [OK]:

3. Enter the manager password:

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MANAGER Enter the manager password. Asterisks are displayed as the password
PASSWORD is entered.

********

4. Change the Footer:

CHANGE FOOTER [YES] allows any of the footer lines to be changed. [NO] returns to the
"Admin - Other" menu.

YES NO

5. Change Line 1 of the footer:

CHANGE LINE 1 The terminal displays the current content of footer line 1 (CHECK OUR
CHECK OUR SPECIALS SPECIALS in this example).
YES NO

[YES] erases the current footer line 1 and allows entry of a new one.
Select [NO] if no change is needed. Proceed to the next step.

FOOTER LINE 1 Enter 0 to 24 letters for the new footer line 1. The terminal displays the
characters entered (HAPPY HOLIDAYS in this example).
HAPPY HOLIDAYS

Refer to the „CONFIGURING TEXT‟ section at the back of the manual for instructions on entering
Text.

6. Change Line 2 of the footer:

CHANGE LINE 2 The terminal displays the current content of footer line 2 (COME AGAIN
COME AGAIN SOON SOON in this example).

YES NO

[YES] erases the current footer line 2 and allows entry of a new one.
Select [NO] if no change is needed. Proceed to the next step.

FOOTER LINE 2 Enter 0 to 24 letters for the new footer line 2. The terminal displays the
characters entered (BIG SALE DAY in this example).

BIG SALE DAY

Refer to the „CONFIGURING TEXT‟ section at the back of the manual for instructions on entering
Text.

7. Change Line 3 of the footer:

CHANGE LINE 3 The terminal displays the current content of footer line 3 (REAL
REAL BARGAINS BARGAINS in this example).

YES NO

[YES] erases the current footer line 3 and allows entry of a new one.
Select [NO] if no change is needed. Proceed to the next step.

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FOOTER LINE 3 Enter 0 to 24 letters for the new footer line 3. The terminal displays the
characters entered (SPECIALS EVERY DAY in this example.)
SPECIALS EVERY DAY

Refer to the „CONFIGURING TEXT‟ section at the back of the manual for instructions on entering
Text.

8. The "Admin - Other" menu is displayed:

TERMINAL INIT Press [CAN] to return to the Idle Prompt.


KEY EXCHANGE
TERMINAL CONFG
▼CHANGE MGR PWD▲

Terminal Language - English or French


The terminal language is used for displays directed to the merchant and reports. Terminal language
does not affect displays directed to the customer or cardholder or the customer receipts; those use
the language of the customer card or the language selected on the INSERT MONEYCLIP CARD
screen.

To change the terminal language:


1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [OTHER] by pressing the [F3] key

2. Use [F1] or [F3] to scroll up or down to highlight [CHG TERM LANG]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed as the password
PASSWORD is entered.

********

4. Select Terminal Language:

TERM LANGUAGE The terminal displays the current terminal language setting (ENGLISH
ENGLISH in this example). Select the desired terminal language.

ENGLISH FRANCAIS

5. The "Admin - Other" menu is displayed in the selected language

English Menu
French Menu

6. Press [CAN] to return to the "Admin - Select" or "Admin - Choisir" screen.

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7. Press [CAN] to return to the Idle Prompt.

Terminal Configuration List


A list of the terminal configuration settings may be printed.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [REPORTS] by pressing the [F1] key

2. Use [F1] or [F3] to scroll up or down to highlight [TERM CNFG LIST]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed as the password
PASSWORD is entered.

********

4. PRINTING is displayed while the terminal prints the report.


A sample report follows:

CONFIGURATION PARAMETERS
------------------------

BY-THE-LAKE COTTAGES Merchant name and address


1001, CLEARWATER RD
HUNTERSTOWN, ONTARIO
CANADA, A1A 2B2

HOST INITIALIZATION PARMS

TERM ID ABCD1234 Terminal ID


MERC 1234ABCD Merchant ID

TERMINAL CONFIGURATION

TERMINAL DATE 20040225 Current Terminal Date


TERMINAL TIME 1328 Current Terminal Time
BACKLIGHT YES YES if Backlight is on or NO otherwise
SURCHARGE YES YES if configured NO otherwise
SURCHARGE ON SALE $0.75 Configured amount for the surcharge
REVALUE AMOUNT 1 010 Pre-programmed revalue amount
REVALUE AMOUNT 2 025 Pre-programmed revalue amount

PRINTER CONFIGURATION

PRINTER YES YES if printer is on or NO otherwise


FOOTER LINE 1 Shows the contents of each footer line
CHECK OUR DAILY SPECIALS
FOOTER LINE 2
COME BACK SOON
FOOTER LINE 3
THANK YOU

DIAL CONFIGURATION

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PREFIX *99, Dial Prefix
INIT # 18885555555 Initialization phone number
DIAL TYPE TONE The telephone line, PULSE or TONE
LINE DETECTION YES YES if line detection enabled or NO
BAUD RATE 1200 Baud Rate 1200 or 2400

HEARTLAND MICROPAYMENTS CONFIGURATION

VERSION 01.52.00.00 Software version

------------------------
END OF REPORT
YYYY/MM/DD HH:MM
------------------------

5. The "Admin - Reports" menu is displayed:

TERMINAL INIT Press [CAN] to return to the Idle Prompt.


KEY EXCHANGE
TERMINAL CONFG
▼CHANGE MGR PWD▲

Heartland MicroPayments MoneyClip Card Setup


For a new terminal, after the terminal initialization is complete, the Heartland MicroPayments
MoneyClip Card Setup must be performed.

System Error Messages:

SYSTEM ERROR 62 displays when a System Key Card has not been read successfully and
processed by the terminal:

OUT OF SERVICE Insert the Heartland MicroPayments MoneyClip SYSTEM KEY CARD to
SYSTEM ERROR 62 program the System Keys.
NO SYSTEM KEYS

The System Key Card must be inserted first. The encrypted keys are stored on the System Key
Card. Inserting the System Key Card again after successful processing will deactivate the keys and
System Error 62 will display again. Deactivating the system keys will not remove other programming
done with other Heartland MicroPayments MoneyClip Admin cards.

SYSTEM ERROR 60 displays when a Price and Configuration Card has not been read successfully
and processed by the terminal:

OUT OF SERVICE Insert the Heartland MicroPayments MoneyClip PRICE AND


SYSTEM ERROR 60 CONFIGURATION CARD to program the configuration.
NOT PROGRAMMED

The Price and Configuration Card is used to configure the asset number and MoneyClip Card
maximum. If the Price and Configuration Card has never been successfully loaded, the following
screen displays:

ASSET # The asset number from the Price & Config card displays (87654321 in
NEW: 87654321 the example).
Press [ENTER] to continue the configuration.
ENTER

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If the Price and Configuration Card has been loaded previously, the following screen displays:

NOTE: If using Remote Data Collection feature, terminal operator must enter the asset
number provided by Heartland MicroPayments. If this feature is not being used, choose to
accept the old asset number or use a new number.

SELECT ASSET # The OLD Asset # displayed is the one previously programmed on the
OLD: 12345678 terminal. NEW is the one from the Price & Config card. Select [OLD] or
NEW: 87654321 [NEW]. If Modem was selected in Step #9 / Page 14, then the terminal
OLD NEW asset number must be reset manually.

After a selection is made, the remaining values from the card are loaded.

SYSTEM ERROR 63 displays when a Sitecode Card has not been read successfully and processed
by the terminal:

OUT OF SERVICE Insert the Heartland MicroPayments MoneyClip SITECODE CARD to


SYSTEM ERROR 63 program the Sitecodes.
NO SITECODES

A Sitecode is a number between 0001 and 9899 that is recorded on each MoneyClip card. Up to 32
Sitecodes may be programmed onto a terminal. As long as the Sitecode on a MoneyClip Card is on
the reader list, the card will be accepted for transactions. Once the final setup card has been
successfully inserted, the 5310 will default to the idle screen. At this point, the ADMIN key will be
locked and will no longer work. To access the admin functions, you must now use an ADMIN
ACCESS card, which can be created using ACM.

Optional Heartland MicroPayments Admin Cards:

A Heartland MicroPayments MoneyClip Message Definition Card may be inserted during the
Heartland MicroPayments MoneyClip Card setup or it may be entered after the initial setup of the
system. This card defines the contents of the field that defines the Location of the terminal for
DebUtil and TLog reports. This card may be inserted at any time after the System Key Card. Each
time a Message Definition Card is inserted, the values from the card are loaded are used for
subsequent transactions. No error message is displayed if the Message Definition Card has not been
inserted.

A Heartland MicroPayments MoneyClip TLog Wrap Toggle Card will set the TLog Wrap to either
STOP or WRAP. A TLog entry is generated for each transaction as well as for many events (power
up, Price and Configuration Card use, DebUtil download, etc.). Inserting the TLog Wrap Toggle
Card will display the following screen:

TLOG MEMORY FULL [WRAP] will overwrite the oldest TLog records in memory.
[STOP] will display System Error 128 until TLog records are collected.

WRAP STOP

The default setting is WRAP. No error message is displayed if the TLog Wrap Card has not been
inserted.

SYSTEM ERROR 128 will only be displayed when the terminal is in production mode:

OUT OF SERVICE This means that there is no room in the Heartland MicroPayments
SYSTEM ERROR 128 transaction memory for any more TLog records. This error is only
TLOG IS FULL displayed if TLog Memory Full has been set to STOP.

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Financial Transactions
Revalue Transaction
1. The revalue transaction begins at the Idle Prompt:

INSERT Customer begins transaction by selecting language or inserting


MONEYCLIP CARD MoneyClip Card. (Idle prompt text that displays was entered on step 25
of Terminal Configuration).
ENGLISH FRANCAIS

2. The customer can choose to print a receipt or not:

BALANCE $NNN.NN The MoneyClip Card balance is displayed.

PRINT RECEIPT?
YES NO

3. The customer selects the amount to revalue the MoneyClip Card:

BALANCE $15.00 The MoneyClip Card balance is displayed ($15 in the example).
SELECT AMOUNT
UP TO
$85.00
$10 $25 OTHER

The customer can select:


The first preprogrammed revalue amount ($10 in the example).
The second preprogrammed revalue amount ($25 in the example).
OTHER. The customer can enter an amount up to the card maximum taking into account the
balance already on the card ($85 in the example).

BALANCE $15.00 Using the number pad, the customer can enter up to a three digit dollar
ENTER AMOUNT amount to revalue the MoneyClip Card (30 in the example).
UP TO $85.00
AMT = $30.00

4. The customer swipes the credit or debit card:

BALANCE $15.00 The MoneyClip Card balance is displayed.

SWIPE CARD

5. The revalue transaction continues with Credit Card Transaction or Debit Card Transaction,
depending on the type of swiped card.

Credit Card Transaction


After beginning with Revalue Transaction, a credit card transaction continues with the following steps.

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1. The customer confirms the total amount of the transaction:

BALANCE $15.00 The customer selects YES to continue the revalue transaction, NO to
SALE TOTAL cancel the revalue transaction.
$30.00
YES NO

2. The terminal starts to communicate with the host and displays DIALING, SENDING, RECEIVING
and PROCESSING. The MoneyClip Card balance is displayed.

NOTE: Card must remain in the reader during the whole process. Removal of the card
before prompting will result in loss of value on the card.

3. If a receipt is required, the receipt is printed:

BALANCE $45.00 The revalued MoneyClip Card balance is displayed.

PRINTING

Sample Receipt:

BY-THE-LAKE COTTAGES Merchant name and address


1001, CLEARWATER RD
HUNTERSTOWN, ONTARIO
CANADA, A1A 2B2

MER # ABCD1234 Merchant ID


TERM # 1234ABCD Terminal ID
B:152 Batch number
AUTH#:678901 Authorization #
TRANS#:0120 S Transaction #/Swipe/Manual Indicator
------------------------
CARD ***************9012 Masked debit card #
CREDIT/VISA Acct type
DATE 2004/04/18 Transaction date
TIME 10:08:33 Transaction time
RECPT 01234567-901-0120 Receipt number

PURCHASE
AMOUNT $30.00 Transaction amount
------------------------
MONEYCLIP CARD *123456 Card serial #
BALANCE $45.00 Card balance
------------------------
TRANSACTION
01 – APPROVED – 025 Host approval message
THANK YOU
CARDHOLDER WILL PAY Agreement Text
CARD ISSUER ABOVE TOTAL
PURSUANT TO CARDHOLDER
AGREEMENT

4. The customer is prompted to take their receipt:

BALANCE $45.00 The revalued MoneyClip Card balance is displayed.


PLEASE
TAKE RECEIPT

5. The terminal displays:

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The Idle Prompt if there is no longer a card in the card reader:

INSERT
MONEYCLIP CARD

ENGLISH FRANCAIS

The Remove Card screen if there still is a customer card in the card reader:

BALANCE $45.00 The Idle Prompt will display after the card is removed.

REMOVE CARD

Debit Card Transaction


After beginning with Revalue Transaction, a debit card transaction continues with the following steps.

1. This optional prompt displays if the terminal is configured for debit sales surcharge:

BALANCE $15.00 The MoneyClip Card balance is displayed.

SURCHARGE $1.00 The customer selects YES to continue the transaction or NO to cancel
YES NO the transaction.

2. The customer confirms the total amount of the transaction:

BALANCE $15.00 The customer selects YES to continue the revalue transaction, NO to
SALE TOTAL cancel the revalue transaction.
$31.00
YES NO

3. The customer selects the account:

BALANCE $15.00 The customer selects the checking or savings account.


SELECT ACCOUNT

CHQ SAV

4. The customer enters PIN;

BALANCE $15.00 The customer enters a 4 digit PIN. Asterisks are displayed each time
ENTER PIN & OK the secure password is entered.

PIN=*************

5. The terminal starts to communicate with the host and displays DIALING, SENDING,
RECEIVING and PROCESSING. The MoneyClip Card balance is displayed.

NOTE: Card must remain in the reader during the whole process. Removal of the card
before prompting will result in loss of value on the card.

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6. If a receipt is required, the receipt is printed:

BALANCE $45.00 The revalued MoneyClip Card balance is displayed.

PRINTING

Sample Receipt:

BY-THE-LAKE COTTAGES Merchant name and address


1001, CLEARWATER RD
HUNTERSTOWN, ONTARIO
CANADA, A1A 2B2

MER # ABCD1234 Merchant ID


TERM # 1234ABCD Terminal ID
B:152 Batch number
AUTH#:678901 Authorization #
TRANS#:0120 S Transaction #
------------------------
CARD ***************9012 Masked debit card #
DEBIT/CHQ Acct type
DATE 2004/04/18 Transaction date
TIME 10:08:33 Transaction time
RECPT 01234567-901-0120 Receipt number
REFERENCE 0019010120 Host reference #

PURCHASE
AMOUNT $30.00 Transaction amount
SURCHARGE $1.00 Surcharge amount
TOTAL $31.00 Total amount
------------------------
MONEYCLIP CARD *123456 Card serial #
BALANCE $45.00 Card balance
------------------------
TRANSACTION
01 – APPROVED – 025 Host approval message
THANK YOU

7. The customer is prompted to take their receipt:

BALANCE $45.00 The revalued MoneyClip Card balance is displayed.

PLEASE
TAKE RECEIPT

8. The terminal displays:


The Idle Prompt if there is no longer a card in the card reader:

INSERT
MONEYCLIP CARD

ENGLISH FRANCAIS

The Remove Card screen if there still is a customer card in the card reader:

BALANCE $45.00 The Idle Prompt will display after the card is removed.

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REMOVE CARD

PURCHASE A CARD

1. The terminal displays:

PRESS F2
TO BUY A CARD
Press [F2] key
ENGLISH
FRANCAIS

2. The card price displays with an option to print a receipt (Please note that the card price amount is
set in Administrative Card Maker):

CARD PRICE $5
PRINT RECEIPT? Select [YES] or [NO]

YES NO

3. Terminal will prompt customer to swipe credit card:

CARD PRICE
Swipe card vertically in swipe sleeve on the right side of the terminal with
SWIPE CARD the Magnetic Stripe to the left.

4. Terminal then indicates „Sale Total‟ to be charged to the credit card. Customer has the option of
accepting or cancelling the transaction.

CARD PRICE 5.00


SALE TOTAL Select [YES] to proceed.
5.00

YES NO

5. System communication displays:

DIALING
CONNECTING System will display as the communication process proceeds.
RECIEVING

6. Authorization displays:

AUTH 000000

APPROVED

7. Card is dispensed for customer use.

DISPENSING CARD
Remove new card from the dispenser.
REMOVE CARD

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Cancelling a Transaction
Press [CAN/ANN] to cancel a transaction at any time while performing data entry.

After the terminal starts to communicate with the host, the transaction can no longer be cancelled.

NOTE: If card is removed, this does not cancel the transaction after the dialing process
initializes. This will result in loss of value on the card.

Host Authorization, Approved and Declined Transactions


After data entry is complete, transactions must go to the host for approval. The terminal displays the
messages DIALING, SENDING, and RECEIVING while communicating with the host. PROCESSING
is shown while the terminal is processing the host response.

When an approved credit or debit host response is received, the terminal does not display a message
from the host.

When a declined credit host response is received, the terminal displays:

INVALID CARD The merchant declined message text (INVALID CARD in the example).

REFER CUSTMER TO If the declined message text is larger than the screen, the terminal
CREDIT CARD ISSUER displays:
> The TRANS DECLINED message.
The declined message text (REFER CUSTOMER TO CREDIT CARD
ISSUER in this example.
An arrow appears on the side of the truncation.
Press one of the Function keys indicated by the arrow to scroll the
message.

REFER CUSTMER TO The message is scrolled and the arrow switches to the side of the
EDIT CARD ISSUER truncation.
Press one of the Function keys indicated by the arrow to scroll the
message.

When a declined debit host response is received, the terminal displays:

INCORRECT PIN The declined message text (INCORRECT PIN in the example) which
is associated with the ISO response code in the response.
If the ISO code is not valid, CANNOT PROCESS is shown.

While the approved or declined message is displayed, the terminal prints the receipt. The receipt will
include a 2 -4 digit code. If Help Desk assistance is needed, this code number may be requested.

Business Functions
Transaction Inquiry
Transaction Inquiry is a terminal memory search for transactions matching the criteria you define.
The terminal has transaction memory storage that keeps approved financial transactions.

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Transactions are stored in transaction memory storage until they are settled with the host and can be
listed using two options:
All transactions;
Transactions for a specific date.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [REPORTS] by pressing the [F1] key

2. Use [F1] or [F3] to scroll up or down to highlight [TRANS INQUIRY]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password Asterisks are displayed as the password
PASSWORD is entered.

********

4. Select [ALL] to print all of the stored transactions (up to 500). Select [DATE] to print transactions
for a specific date:

TRANS INQUIRY [ALL] starts to print the report.


[DATE] will display the next screen.

ALL DATE
ENTER DATE Displayed if the [DATE] option was selected.
(YYYYMMDD) Enter the date of the transactions to be printed (20040226 in the
example).
20040226

5. PRINTING is displayed while the terminal prints the report.

Sample Report:
STORED TRANSACTIONS
LIST
------------------------

BY-THE-LAKE COTTAGES Merchant name and address


1001, CLEARWATER RD
HUNTERSTOWN, ONTARIO
CANADA, A1A 2B2

TERM ABCD1234 Terminal ID


BATCH 001 04/02/26 Batch number/Date (1)

SALE CHQ Transaction type/Account type (2)


************0987 Masked card number (3)
A09032 0226 10:43 Transaction auth #/date/time
$35.00 0200124556 Transaction amt/batch#/number (4)

MONEYCLIP CARD *123456 MoneyClip card serial number


BALANCE $45.00 MoneyClip card ending balance

------------------------
END OF REPORT
2004/02/26 11:32 Date and time the report was printed

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Notes:
(1) If [ALL] was selected, the date is the current date. If [DATE] was
selected, the date is the date entered at the terminal (YY/MM/DD).
(2) Account type is CRD (credit card), CHQ (debit card, chequing account), SAV
(debit card, savings account).
(3) Masked credit or debit card number (only last 4 digits printed).
(4) Following the transaction amount, the batch number is the first three
digits; the transaction number is the last 7 digits.

6. The "Admin - Reports" menu is displayed:

Press [CAN] to return to


the Idle Prompt.

Current Batch Totals Inquiry

Terminal totals are the printed totals for the current batch. The totals are local totals, printed from the
terminal transaction memory storage.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

Press [CAN] to return to The "Admin - Select" menu is displayed


the Idle Prompt.
Select [REPORTS] by pressing the [F1] key

2. Use [F1] or [F3] to scroll up or down to highlight [CLOSE BATCH]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed as the password
PASSWORD is entered.

********

4. Select [PRN/TOT] to print current terminal batch totals:

BATCH CLOSE [PRN/TOT] starts to print the report.

PRN/TOT CLOSE

5. PRINTING is displayed while the terminal prints the report.

Sample Report:
CURRENT BATCH TOTALS
INQUIRY
------------------------

BY-THE-LAKE COTTAGES Merchant name and address


1001, CLEARWATER RD
HUNTERSTOWN, ONTARIO
CANADA, A1A 2B2

TERM ABCD1234 Terminal ID

BATCH 001 04/02/26 Batch number/current date


20 NET TOT $400.00 Batch totals

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3 SURCH $3.00

------------------------
END OF REPORT
2004/02/26 11:32 Date and time the report was printed

6. The "Admin - Reports" menu is displayed:

Press [CAN] to return to


the Idle Prompt.

Close Batch
Batch Close is automatic and is initiated by the terminal at the preprogrammed time (see Close Batch
Start Time in Terminal Configuration). Batch Close closes the current batch and settles the
transactions with the host. Selecting [CLOSE BATCH] > [CLOSE] will manually perform the same
Batch Close process as the automatic Batch Close.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [REPORTS] by pressing the [F1] key

2. Use [F1] or [F3] to scroll up or down to highlight [CLOSE BATCH]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed each time the
PASSWORD secure password is entered.

********

4. Select [CLOSE] to manually perform the Batch Close process:

BATCH CLOSE

PRN/TOT CLOSE

5. The terminal starts to communication with the host and displays DIALING, SENDING,
RECEIVING and PROCESSING.

6. After a successful close, the current batch totals are stored in the closed batch totals, the current
batch totals are cleared, and a new batch is opened with a new batch number.

7. The "Admin - Reports" menu is displayed:

Press [CAN] to return to the Idle Prompt.

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Closed Batch Totals Inquiry
After the Close Batch process has been completed, the Closed Batch Totals may be printed. The
Closed Batch Totals Inquiry provides information from the Closed Batch Totals stored in the terminal.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [REPORTS] by pressing the [F1] key

2. Use [F1] or [F3] to scroll up or down to highlight [CLSD BTCH TOTS]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed each time the
PASSWORD secure password is entered.

********

4. Select [ALL] to print all of the closed terminal batch totals (maximum of 7) and [BATCH #] to
select a specific batch to print:

CLSD BTCH TOTS [ALL] begins to print the report.


[BATCH #] displays the next screen.

ALL BATCH #

ENTER BATCH Displayed if the [BATCH #] option was selected. Enter the
NUMBER batch number that you want to print (010 in the example).
The report begins to print.
010

5. PRINTING is displayed while the terminal prints the report.

Sample Report:
CLOSED BATCH TERM TOTALS
------------------------

BY-THE-LAKE COTTAGES Merchant name and address


1001, CLEARWATER RD
HUNTERSTOWN, ONTARIO
CANADA, A1A 2B2

TERM ABCD1234 Terminal ID

BATCH 001 04/02/25 Batch number/current date


20 NET TOT $400.00 Batch totals

BATCH 002 04/02/26 If [ALL] is selected, all stored


10 NET TOT $55.00 closed batches will print

------------------------
END OF REPORT
2004/02/26 11:32 Date and time the report was printed

6. The "Admin - Reports" menu is displayed:

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Press [CAN] to return to
the Idle Prompt.

Deposit Totals - Current Host Totals


This report prints the current batch totals from the host.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [REPORTS] by pressing the [F1] key

2. Use [F1] or [F3] to scroll up or down to highlight [DEPOSIT TOTAL]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed each time the
PASSWORD secure password is entered.

********

4. The terminal begins communications with the host and displays DIALING, SENDING,
RECEIVING and PROCESSING.

5. PRINTING is displayed while the terminal prints the report.

Sample Report:
BATCH TOTALS INQUIRY
------------------------

BY-THE-LAKE COTTAGES Merchant name and address


1001, CLEARWATER RD
HUNTERSTOWN, ONTARIO
CANADA, A1A 2B2

TERM ABCD1234 Terminal ID

BATCH 001 04/02/25 Batch number/current date


20 NET TOT $400.00 Batch totals

------------------------
END OF REPORT
2004/02/26 11:32 Date and time the report was printed

6. The "Admin - Reports" menu is displayed:

Press [CAN] to return to


the Idle Prompt.

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Reprint Receipt or Report
The reprint functionality is used:
When a receipt or report is not printed correctly during the first attempt (printer short of paper,
jammed, etc.);
If an additional copy is needed for any other reason.

Only receipts or reports that have been printed can be reprinted:


If the printer was turned off during the original transaction, you cannot reprint the receipt by turning
the printer on and then attempting to perform a receipt reprint;
If the printer was out of paper during the original transaction, then you can reprint it after replacing
the paper roll, but only if no other transaction has been processed.

Reports that do not make a host connection (local reports) cannot be reprinted. If you need an
additional copy, just perform the report function again.

A reprinted receipt or report contains the message ***DUPLICATE***. Other than this warning line,
the reprint is the same as the original. All approved and declined transactions can be reprinted.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [REPORTS] by pressing the [F1] key

2. Use [F1] or [F3] to scroll up or down to highlight [DUPL RECT/REPT]. Press [OK]:

3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed each time the
PASSWORD secure password is entered.

********

4. PRINTING is displayed while the terminal prints the receipt or report.

5. The "Admin - Reports" menu is displayed:

Press [CAN] to return to


the Idle Prompt.

Data Exchange
This selection allows communication and data exchange with the Heartland MicroPayments Data
Collector (Palm OS Device). DebUtil and TLog reports may be collected when Data Exchange is
selected.

1. Press the [ADMIN] key on a new terminal or insert the Admin Access Card.

ADMIN - SELECT The "Admin - Select" menu is displayed

REPORTS OTHER Select [OTHER] by pressing the [F3] key

2. Use [F1] or [F3] to scroll up or down to highlight [DATA EXCHANGE]. Press [OK]:

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3. Enter the manager password:

MANAGER Enter the manager password. Asterisks are displayed each time the
PASSWORD secure password is entered.

********

4. The terminal displays the following when [DATA EXCHANGE] is selected:

DATA EXCHANGE The terminal is ready for communication with the Heartland
MicroPayments Data Collector.
PROCESSING

5. The following error message displays if there is no communication within 30 seconds:

DATA EXCHANGE The error message displays for 3 seconds.


TIMEOUT

When communication is complete or if the error message times out, the terminal returns to the
Administrative Other Menu

Issues and Solutions


Frequently Asked Questions

I forgot my manager password. What should I do?

You need to call the Help Desk to obtain a master password that will allow you to change your
password back to one you know.

Which cards does the terminal accept?

The card types depend on what is specified at the host for each merchant. The terminal can be
configured via host parameter download to accept all major brand credit cards and direct payment
cards (that is, debit cards).

What do I do if the totals reported by the host do not match the ones I have?

Call the Help Desk.

If a receipt was not printed correctly, do I need to perform the transaction again?

Do not perform the transaction again. If the approved transaction message was displayed, the host
processed the transaction regardless of the receipt being printed or not.

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If the problem is the paper roll, follow the replacement instructions and perform a receipt reprint (see
Reprint Receipt or Report) after you get the printer working. The reprint must be done before the next
transaction or function is performed.

However, if the printer was turned off during the original transaction, the receipt cannot be reprinted.

Terminal Error Messages


The following is an alphabetic list of the error messages generated by the terminal. Error messages
sent by the host are not listed here:

Message Possible Causes and Solutions

ADMIN The wrong manager password was entered too many times.
ACCESS DENIED CALL Removing the Admin Access card will allow customer
HELP DESK transactions; however, no administrative functions are available
until the password from the Help Desk is entered.
CANCELLED This message is displayed when a transaction is cancelled or
when the terminal times out (that is, if it stays too long at a
prompt). When this message is displayed, press [CAN/ANN] to
return to the idle prompt.
COMMUNICATIONS This message is displayed when there is no host response or a
ERROR (03) bad host response is received. Call the Help Desk.
COMMUNICATIONS This message is displayed when the terminal is unable to
ERROR (09) connect to the host. An unplugged phone line or an empty
phone number field are examples of this situation.
FAILED TO INIT The terminal did not finish initialization successfully. Retry
CALL HELP DESK initializing it 2 or 3 times and check for incorrect settings in your
communications parameters. See these sections:
Terminal Configuration List to print a configuration list;
Terminal Configuration to change the configuration.
If the problem persists, call the Help Desk.
FAILED TO READ This message is displayed when the terminal cannot read the
CARD card magnetic stripe. Clean the card and refer to the card
swipe instructions:
The magnetic card reader is bi-directional. The card can be
swiped in either direction;
The card must be swiped at constant speed and pressure,
ensuring it remains in contact with the bottom of the track
throughout the entire swipe action;
The card magnetic stripe must face the terminal.
FUNCTION NOT This message is displayed when the option you selected is not
AVAILABLE supported by your current configuration. some of the possible
reasons are:
If the terminal is not initialized with the host, certain options
are not available. Perform an initialization. See Terminal
Initialization.
If the printer is not configured and you attempt to select an
option requiring printing.
INVALID CARD The card number is invalid. Some possible reasons are:
You swiped a debit card during a transaction that accepts
only credit;
The credit card - even if a valid credit card - is not accepted
by your business.
INVALID DATE You typed in an invalid date. Valid dates follow these rules:
The date is in the format "YYYYMMDD";
The year is in the format "20XX";
The month is from "01" to "12";

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The day is a valid one.
Note that the terminal date and time are re-synchronized with
the host clock every time a transaction is performed.
INVALID TIME You typed in an invalid time. Valid times follow these rules:
The time is in the format "HHMM";
The hour is from "00" to "23" (that is, a 24-hour clock format);
The minute is from "00" to "59".
Note that the terminal date and time are re-synchronized with
the host clock every time a transaction is performed.
MAXIMUM AMOUNT The total transaction amount exceeds the limit. If needed, call
EXCEEDED the Help Desk to find out about the transaction limits applying
to your case.
MUST ENTER AMOUNT The preprogrammed revalue amounts are set to a $0.00 value.
A value greater than 0 must be entered.
NO KEY LOADED Master Keys have not been injected in the terminal.
NO LINE DETECTED The terminal cannot detect a telephone line attached while
attempting to call out:
Check if there is a line connected;
Check if the line connected has a normal dial tone by
plugging a telephone into the wall jack and checking the dial
tone coming from it;
Telephone company services that change the dial tone may
cause this message to appear. If you subscribe to services
as "Call Waiting" or "Call Answer", you may need to change
the dial prefix configuration.
If your terminal dials through a PBX-type system:
You may need to disable the line detection feature. some
PBX-type systems cause this message because they do not
use the same voltage levels;
The "no" option of the line detection feature prevents this
error message to be displayed (it does not mean your
problem is solved, though).
NO RESPONSE FROM The host response is not received in the specific time length.
HOST Retry the transaction or function 2 or 3 times. Call the Help
Desk.
NO TOTALS FOUND You typed in a batch number that does not match any of those
stored in the terminal memory.
NO TRANSACTION This message is displayed when the terminal searches the
FOUND transaction memory storage, but there are no transactions
matching the search criterion selected.
NOTHING TO PRINT You performed a reprint, but there is no receipt or report to be
reprinted. See Reprint Receipt or Report.
PAPER OUT A user has attempted a transaction, but there is no receipt
NO RECEIPT AVAIL paper available. YES will continue the transaction and no
CONTINUE? receipt will print. NO will cancel the transaction.
YES NO
PAPER OUT An administrator selected REPORTS from the [ADMIN-
PLEASE INSERT SELECT/ REPORTS OTHER] menu and there is no paper
NEW PAPER ROLL available. The message will display until OK is pressed or the
PRESS OK TO EXIT display dead man timer expires returning to the [ADMIN-
SELECT/REPORTS OTHER] menu.
TERMINAL The terminal must be initialized with the host to receive
INITIALIZATION new parameters:
REQUIRED If your terminal is new, you must perform the steps to
configure a new terminal, see New Terminal
Configuration and Initialization;
If you already performed the terminal configuration, see
Terminal Initialization.
WRONG PASSWORD The wrong manager password was entered. Carefully re-

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PLEASE RE-ENTER type the manager password. See also the message ADMIN
ACCESS DENIED, CALL HELP DESK.

Heartland MicroPayments MoneyClip Card Error List


For card related error messages, the terminal displays the following:

CARD ERROR 01 The card error number displays on the first line (01 in the
CARD IS BLANK example).
The card error message displays on the second line (CARD
IS BLANK in the example).

01 CARD IS BLANK Virgin Card


02 PLEASE TRY AGAIN Bad balance certificate
03 WRITE CARD ERROR Write card error, card present
see below
04 PLEASE TRY AGAIN No ATR
05 PLEASE TRY AGAIN Read card error, card present
06 WRONG CARD TYPE Bad ATR
15 SEE MANAGER Verify card error, card present
16 SEE MANAGER Bad SITECODE
34 BALANCE TOO HIGH Balance Too High
48 WRONG CARD TYPE Application ID error
49 SEE MANAGER Card has expired
50 SEE MANAGER CSC1 error counter at limit
51 SEE MANAGER Card authentication error
53 PLEASE TRY AGAIN Issuer/CIB error
54 WRONG CARD TYPE Checksum error
55 WRONG CARD TYPE Card status byte error
57 SEE MANAGER Card is locked
64 SEE MANAGER Hot card
83 CARD PULLED Write card error, card not present
see below
85 CARD PULLED Read card error, card not present
95 CARD PULLED Verify card error, card not present

Card Error 83 or 03: If a card is removed after host communications have begun and before the new
MoneyClip card balance is written to the MoneyClip card, the terminal displays Card Error 83. A
receipt is printed even if the customer has chosen to not print a receipt. Card Error 83 or 03 will print
on the receipt. The balance on the MoneyClip card may not be valid.

NOTE: Instructions posted on or near the terminal will inform the customer where to call in case of
error.

Specifications

Terminal

Memory 1 MB SRAM and 4 MB Flash


Upgradeable to 2 MB SRAM and 8 MB of Flash
Processor 16 and 32 bit ARM processors
Security Visa PED approved, DES or 3DES
DUKPT or MasterSession management keys

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Secure local and remote software downloading
Secure key downloading
Printer 15 lines per second thermal printer
Easy load with end of paper roll detection
Full graphics printing capability
Keypad 18 backlit keys including 3 screen addressable
function keys
Display LCD display, 128 x 64 pixels and graphics capability
Backlit with adjustable contrast
Communication V3.4 modem, transfers up to 33.6K bits per second (bps)
Synchronous and asynchronous transmission
TCP/IP
Magnetic card reader Tracks 1 and 2 or tracks 2 and 3
Smart card reader EMVco approved Level 1 reader
UNICAPT 32 EMV Level 2 approved
ISO 7816 1-2-3, Async/Sync. T=0 & T=1
Optional support for up to 3 Secure Access Modules
(SAM) in SIM format
Connectivity (2) RS232 ports for connecting peripherals or
(1) RS232 port and (1) RS485 port
Programming UNICAPT secure multi-application platform and
development environment
Programmable in C, C++ or Java
Environmental Operating temperature: +5°C to +40°C (41F to 104F)
Storage temperature: -20°C to +70°C (-2F to 158F)
Dimensions Terminal: 20.9 x 9.6 x 6.0 cm (8.22 x 3.77 x 2.36 in.)
Base: 20.2 x 9.1 x 4.0 cm (7.95 x 3.58 x 1.57 in.)
Weight Terminal: 500 gr. (1.1 lb)
Base: 910 gr. (2.0 lb)

Always use the system components within the specified conditions. Always use approved supplies.
Misuse of the system components or the use of incorrect supplies may result in equipment damage.

Glossary
Alphabetic Alphabetic (data entry) means any letter is accepter (see also
alphanumeric and numeric.
Alphanumeric Alphanumeric (data entry) means any letter, digit or special character
(see also numeric and alphabetic.
Baud rate The baud rate is the speed data is transferred in a telephone line. It can
be set to 1200 or 2400.
bps Bits per second.
Cardholder The customer with a MoneyClip or chip card.
Card reader Device built into the terminal that reads the MoneyClip card.
Customer The client using the MoneyClip Revalue Station.
Download Set of configuration parameters coming from the host. See also
initialization.
Host The central computer interfacing with the terminal application. The tasks
performed by the host are:
Initializing terminal parameters;
Approving financial transactions;
Approving a batch close for the business day.

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Initialization Host-downloaded parameter data used to configure the terminal. See
also download.
ISO International Standards Organization.
LCD Liquid crystal display.
Magnetic Stripe A stripe on one side of the card containing magnetically recorded
information read by the Magnetic Stripe Reader.
Magnetic Stripe Device built into the terminal that reads the card magnetic stripe when it
Reader (MSR) is slid along the card reader slot.
PIN Personal Identification Number. Secret number used by the debit card
customer as identification during debit card transactions.
Surcharge Transaction fee charged for debit sales. The surcharge setup is
downloaded during host initialization.
Terminal The Ingenico 5310 terminal.
UV Ultraviolet.

Work Space for Text Configuration


This work space is to assist you in configuring layout of text to display during live transactions.

Two 16 character lines are available for inserting text. Please use the graph below to layout text to
be entered. Enter spaces according to the Data Entry Keys to center and align text.

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Data Entry Keys
Key Description
[1 QZ] Number 1, space and letters Q, Z.
[2ABC] Number 2 and letters A, B, C.
[3DEF] Number 3 and letters D, E, F.
[4GHI] Number 4 and letters G, H, I.
[5JKL] Number 5 and letters J, K, L.
[6MNO] Number 6 and letters M, N, O.
[7PRS] Number 7 and letters P, R, S.
[8TUV] Number 8 and letters T, U, V.
[9WXY] Number 9 and letters W, X, Y.
[0*#,.] Number 0 and special characters "asterisk", "pound sign", "comma", and "period".
The letters in the table above are used only for those terminal prompts where alphanumeric data entry
is performed. You do this by using the [ADMIN] key together with the data entry keys.

The following example shows how to enter the alphanumeric sequence "D1N33"
Key Text Description
Pressed Displayed
(Blank) The initial display is empty in this example.
[3] 3 "3" is the digit key initially pressed when entering the letter D.
[ADMIN] D [ADMIN] displays the next letter in the sequence: D.
[1] D1
[6] D16 "6" is the digit key initially pressed when entering the letter N.
[ADMIN] D1M [ADMIN] displays the next letter in the sequence: M.
[ADMIN] D1N [ADMIN] displays the next letter in the sequence: N.
[3] D1N3
[3] D1N33 Data entry is complete: "D1N33".
[OK] (Next [OK] is pressed to accept data entry, taking the terminal to the next prompt.
Prompt)

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INDEX
Application version number, 12 Local reports, 35
Approved transaction, 34 closed batch totals, 38
Automatic close batch, 37 Current batch totals inquiry, 36
Backlight, 22 Reprint receipt or report, 40
Batch close, 37 Transaction inquiry, 35
Totals not matching, 41 Magnetic stripe reader, 10
Baud rate, 16 Card swipe instructions, 10
Call answer, 16 Manager password, 13
Cancelling transactions, 34 default, 13
Card swipe instructions, 10 Manual close batch, 37
Cleaning terminal, 11 Merchant ID, 14
Clear storage?, 14 Message Definition Card, 27
Close batch, 37 New terminal, 12
Close batch start time, 16 key exchange, 15
Closed batch totals, 14, 38 Key injection, 12
Communication parameters, 16 System function menu, 12
Communication ports, 9 New terminal configuration and initialization, 12
Configuration, 16 Operating conditions, 11
Baud rate, 16 Palm OS Device, 41
Close batch start time, 16 Paper roll, 11
Dial type, 16 Care, 11
Line detection, 16 Changing, 11
Preprogrammed revalue amount, 16 Specifications, 11
Telephone prefix, 16 Paper-Out, 42
Terminal date and time, 16 Receipt, 42
Credit card, 29 Parameter download, 14
Card swipe instructions, 10 Password, 13
Credit card revalue transaction, 29 PBX, 16
Current host totals, 39 Power port, 9
Customer language, 25 Preprogrammed revalue amount, 16
Data Collector, 41 Price and Configuration Card, 27
Data Exchange, 41 Printer, 10
DebUtil, 41 Printer setup, 23
Palm OS Device, 41 Footer message, 23
TLog, 41 Receipt Paper-Out, 42
Date and time Receipt reprint, 40
setting, 16 Replace paper roll, 11
Debit card, 31 Report reprint, 40
Card swipe instructions, 10 Reports, 26
Debit card revalue transaction, 31 Current batch totals inquiry, 36
DebUtil, 41 Deposit totals - current host, 39
Declined transaction, 34 Terminal configuration list, 26
Deposit totals, 39 Transaction inquiry, 35
Dial type, 16 Reprint, 40
Display, 10 Receipt or Report, 40
Error messages, 42 Retain settings?, 14
Error Messages, 44 Revalue transaction, 29
Footer message, 23 Sale, 29
Forgotten manager password, 13, 41 Credit card revalue transaction, 29
Frequently asked questions, 41 Debit card revalue transaction, 31
Host authorization, 34 Revalue transaction, 29
Host response, 34 Security keys, 15
Host totals, 39 Settlement, 37
Init phone #, 14 Setup, 26
Initialization, 14 Backlight, 22
Clear storage?, 14 Key exchange, 15
Retain settings?, 14 Manager password, 13
Input/Output ports, 9 MoneyClip, 27
Key exchange, 15 New terminal, 12
Language, 25 Printer, 23
English or French, 25 Terminal configuration, 16
Terminal language, 25 terminal configuration list, 26
Line detection, 16 Terminal initialization, 14

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Terminal language, 25 Terminal date and time, 16
Sitecode Card, 27 Terminal display, 10
Software setup, 12 Terminal ID, 14
System Errors, 27 Terminal language, 25
No sitecodes, 27 Terminal memory area, 14
No system keys, 27 TLog, 41
Not programmed, 27 TLog Wrap Toggle Card, 27
System Key Card, 27 Transaction inquiry, 35
Telephone prefix, 16 Transation storage, 14
Terminal cleaning, 11 Troubleshooting, 41
Terminal configuration, 16

Addendum I
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SLIM-AC/DC, SLIM-Video and M-Series Reader Error Codes

Error Message Cause(s) Action


CARD IS BLANK Unformatted user card TRY AGAIN. If error persists, see system
CARD ERROR 01 administrator for card replacement.
BAD BAL CERT Invalid purse data; Bad TRY AGAIN. If error persists, see system
Or PLEASE TRY AGAIN balance certificate administrator for card replacement.
CARD ERROR 02
BAD WRITE An error occurred while TRY AGAIN. If error persists, see system
CARD ERROR 03 writing to the card. administrator for card replacement.
BAD or NO ATR Invalid card type; the card Clean card contacts and TRY AGAIN. If error
Or PLEASE TRY AGAIN reader did not recognize persists, see system administrator for card
CARD ERROR 04 the card. replacement.
BAD READ An error occurred while Clean card contacts and TRY AGAIN. If error
Or PLEASE TRY AGAIN reading the card. persists, see system administrator for card
CARD ERROR 05 replacement.
LOW BALANCE Card balance is below Add more value to the card.
CARD ERROR 12 minimum purchase price
VERIFY CARD ERR The Secret Code on the TRY AGAIN. If error persists, see system
or Card is bad or could not administrator
SEE MANAGER be verified. for card replacement.
CARD ERROR 15
BAD SITECODE SITECODE on card is not TRY AGAIN. If error persists, see system
Or PLEASE TRY AGAIN listed among the administrator. The reader may have to be
CARD ERROR 16 SITECODES on reader. programmed with the appropriate sitecodes, or
the card may have to be replaced.
WIN PURSE ABSENT A single-purse card has TRY AGAIN. If error persists, see system
CARD ERROR 20 been inserted into a dualpurse administrator
Charity Gaming video reader. for replacement with a dual-purse card.
WIN PURSE LOCKED The WIN purse status is TRY AGAIN. If error persists, see system
CARD ERROR 21 not correct for operation. administrator for replacement with a dual-
purse card.
WIN PURSE UNUSED A dual purse card has TRY AGAIN. If error persists, system
CARD ERROR 22 been inserted into a administrator must enable Charity Gaming on
singlepurse reader. this reader.
WIN PURSE > MAX The balance of P2 exceeds TRY AGAIN. If error persists, system
CARD ERROR 23 the allowable upper limit. administrator should increase CARD MAX for
Purse 2 if appropriate.
CSC2err AT LIMIT Purse 2 is locked. TRY AGAIN. If error persists, see system
CARD ERROR 24 administrator for card replacement.
WIN BAD BALCERT Invalid purse 2 data; bad TRY AGAIN. If error persists, see system
CARD ERROR 25 balance certificate administrator for card replacement.

NO MORE ENABLES Charity Gaming Enable Contact Heartland MicroPayments customer


CARD ERROR 26 card exhausted. service for a freshly charged Charity Gaming
Enable card.
BALANCE TOO HIGH Card balance is greater TRY AGAIN. If error persists, see system
CARD ERROR 32 than the set maximum administrator; increase CARD MAX for Purse
1 if appropriate.
KEY MISMATCH Incorrect System Key Card A system key card was inserted into a reader
CARD ERROR 43 with existing keys. The keys must match
before the reader will execute this admin
card's function.This error indicates that the
keys did not match.

WRONG CONF CARD Invalid Price and See system administrator to determine if the
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CARD ERROR 44 Configuration card Price and Configuration card needs to be
replaced.
BAD APPL ID Invalid Application ID TRY AGAIN. If error persists, see system
Or SEE MANAGER administrator for card replacement.
CARD ERROR 48
CARD EXPIRED Card has expired TRY AGAIN. If error persists, see system
Or SEE MANAGER administrator. Either the card is expired,
CARD ERROR 49 written incorrectly, or the clock in the reader is
not set properly. Determine which and correct
accordingly.
SOFT LOCK Card is at or near the Take the card to the system administrator. The
Or SEE MANAGER maximum number of allowed card can be read by the system administrator
CARD ERROR 50 verification attempts. and may be reissued at the discretion of the
system administrator.
BAD CARD AUTH Card authentication failed TRY AGAIN. If error persists, see system
Or PLEASE TRY AGAIN administrator for card replacement.
CARD ERROR 51
BAD ISSUER CODE Invalid issuer code or CIB TRY AGAIN. If error persists, see system
Or PLEASE TRY AGAIN administrator for card replacement.
CARD ERROR 53
BAD CSUM Invalid card checksum TRY AGAIN. If error persists, see system
Or PLEASE TRY AGAIN administrator for card replacement.
CARD ERROR 54
BAD CARD STATUS The card status is not TRY AGAIN. If error persists, see system
Or SEE MANAGER "active" (<>1). administrator for card replacement.
CARD ERROR 55
BAD ADMIN CARD# Invalid admin card (99xx) TRY AGAIN. If error persists, see system
Or SEE MANAGER administrator. The card will have to be
CARD ERROR 56 rewritten, or a new one will have to be issued.
CARD IS LOCKED Card is Locked The User card has been previously Hotlisted
Or SEE MANAGER and is now Locked. See system administrator
CARD ERROR 57 for card replacement.
HOT CARD Hot card The card ID was found in the reader's hotlist,
or and has been rendered unusable. See system
SEE MANAGER administrator for card replacement.
CARD ERROR 64
SYSTEM ERROR 60 Program data has not Program reader using admin program card(s)
NOT PROGRAMMED been loaded or handheld.
SYSTEM ERROR 61 VMC Mismatch (MDB) Attach the reader to the matching device type
peripheral (VMC), or reprogram the reader to
match the existing peripheral using admin
card(s) or handheld.
SYSTEM ERROR 62 System keys have not Set reader system keys using admin system
NO KEYS been loaded key card.
SYSTEM ERROR 63 Sitecodes have not been Set reader sitecode list with admin sitecode
NO SITECODES loaded card or handheld.
SYSTEM ERROR 64 Machine data has not Set machine data using admin machine data
NO MACHINE DATA been loaded card.
SYSTEM ERROR 65 There has been a write Floor attendant must come and insert the
*CALL ATTENDANT* error on a VIDEO payout. proper admin card to ascertain the amount
owed to the card holder and clear the OOS
condition.
SYSTEM ERROR 66 The ASSET NUMBER in Reader must be reprogrammed with a numeric
BAD ASSET NUMBER the reader is not numeric ASSET NUMBER.
SYSTEM ERROR 67 Reader is disabled for Use "Wakeup" admin card.
security reasons.
SYSTEM ERROR [71 [hardware error] Call Heartland MicroPayments Customer
through 77] SDF and/or RTC and/or Service.
COMM failure

CARD ERROR 83 The card was pulled from TRY AGAIN. Leave card in place until
www.heartlandmicropayments.com Account to Card User‟s Manual 51
the reader during a write REMOVE CARD prompt appears in reader
operation. display.
CARD ERROR 85 The card was pulled from TRY AGAIN. Leave card in place until
the reader during a read REMOVE CARD prompt appears in reader
operation. display
CARD ERROR 95 The card was pulled from TRY AGAIN. Leave card in place until
the reader during verification. REMOVE CARD prompt appears in reader
display.
OUT OF SERVICE 128 TLOG is full. Collect TLog report, clear Tlog data, or enable
the Tlog Wrap function.
[chip error] Internal chip card errors. TRY AGAIN. If error persists, see system
CARD ERROR [200 administrator for card replacement.
through 216]
MUTE CARD Card not responsive Clean card contacts and TRY AGAIN. If error
CARD ERROR 221 persists, see system administrator for card
replacement.
BAD ATR Card is not identified as TRY AGAIN. If error persists, see system
CARD ERROR 222 MoneyClip card during administrator for card replacement.
error recovery
PULLED CARD Card pulled prematurely. TRY AGAIN. Leave card in place until
CARD ERROR 223 REMOVE CARD prompt appears in reader
display.
FUNCTION NOT AVAILABLE (When performing a debit Redo the key exchange
transaction) valid key
exchange was not
successfully performed




















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