WORDLINE 110026702 Cash Payment Terminal Worldline Yoximo User Guide

June 13, 2024
WORDLINE

**WORDLINE 110026702 Cash Payment Terminal Worldline Yoximo User Guide

**

PURCHASE

  1. Push the <1> button. “Purchase” is activated
    1: Purchase

  2. Enter the amount and confirm with . The amount is separated (e.g. euros/cents) with a period. Amounts less than “1” are registered with a “0.” at the beginning

  3. Depending on the card type, it must be inserted in the chip card reader, held up to the contactless reader or pulled through the magnetic swipe reader. If the customer uses the wrong reader for his or her card, that person is instructed to use the proper reader.

  4. The amount is displayed for the customer to read. When using a card with an associated PIN, the customer is instructed to enter the PIN code (4 to 6 digits) and confirm with . When using a card without a PIN, only the amount must be confirmed. Generally, customers do not need to do anything further for a contactless payment of a small amount. The transaction can be interrupted by pressing . Timeout: If a transaction is not concluded within 30 seconds, the process is aborted.

  5. Payments are processed and, when appropriate, authorised online. Chip cards: The card must remain inserted in the chip reader during the transaction until the instructions appear to remove the card.

  6. Receipt is printed out. Please follow the terminal’s instructions: If the customer’s signature is necessary, request that he or she provide one.

  7. To print a copy of the receipt: Push the <1> button. To not print a copy of the receipt: Push the <2> button. If no button is pushed, a copy is automatically printed after 10 seconds.

  8. Copy or

  9. `No copy

REVERSAL (CANCELLATION)

With this function, the last transaction that was carried out is cancelled.

  1. Push the <3> button. “Reversal” is activated.
    3: Reversal

  2. Enter the terminal’s password and confirm with . (For the password, see the configuration sheet.)

  3. The amount of the previous transaction is displayed, and confirm it with 

  4. Reversal is processed and, when appropriate, authorised online.

  5. Receipt is printed out.

  6. To print a copy of the receipt: Push the <1> button. To not print a copy of the receipt: Push the <2> button. If no button is pushed, a copy is automatically printed after 10 seconds.
    1: Copy or 2: No copy

CREDIT (REFUND)

If a transaction can no longer be cancelled (see “Reversal”), a credit can be issued.

  1. Push the <4> button. “Credit” is activated.
    4: Credit

  2. Enter the terminal’s password and confirm with .
    Password

  3. Enter the amount and confirm with . The amount is separated (e.g. euros/cents) with a period. Amounts less than “1” are registered with a “0.” at the beginning.
    Amount

  4. Reversal is processed and, when appropriate, authorised online.

  5. Receipt is printed out.

  6. To print a copy of the receipt: Push the <1> button. To not print a copy of the receipt: Push the <2> button. If no button is pushed, a copy is automatically printed after 10 seconds.
    1: Copy or 2: No copy

REVERSAL (CANCELLATION)

With this function, the last transaction that was carried out is cancelled.

  1. Push the <3> button. “Reversal” is activated
    3: Reversal

  2. Enter the terminal’s password and confirm with . (For the password, see the configuration sheet.)
    Password

  3. The amount of the previous transaction is displayed, and confirm it with .

  4. Reversal is processed and, when appropriate, authorised online.

  5. Receipt is printed out

  6. To print a copy of the receipt: Push the <1> button. To not print a copy of the receipt: Push the <2> button. If no button is pushed, a copy is automatically printed after 10 seconds.
    1: Copy or 2: No copy

CREDIT (REFUND)

If a transaction can no longer be cancelled (see “Reversal”), a credit can be issued.

  1. Push the <4> button. “Credit” is activated.4: Credit

  2. Enter the terminal’s password and confirm with
    Password

  3. Enter the amount and confirm with . The amount is separated (e.g. euros/cents) with a period. Amounts less than “1” are registered with a “0.” at the beginning.
    Amount

  4. Only if the DCC function is activated: Enter the date of the original transaction and confirm with .
    Date

  5. Depending on the card type, it must be inserted in the chip card reader, held up to the contactless reader or pulled through the magnetic swipe reader.

  6. The cashier signs the receipt as a confirmation.

DAILY CLOSING

During the daily closing, all processed transactions are delivered and closed. After the daily closing, all amounts are credited. A daily closing should be performed at least once a day – the best time is after the store has closed. The daily and shift counters are set to “0”. During the shift handover, you can determine which transactions were carried out during this period (shift). The shift handover is provided strictly for information purposes and does not replace a daily settlement.

TIPS!

  • Software updates take place at night and only when shifts are closed. Therefore, do not open a new shift in the evening after the daily closing is complete.
  • After an “end of shift”, reversals can no longer be carried out.

Use the button to get to the terminal’s main menu.
Select Function <2> Balances and afterwards <3> Daily closing.

NOTES ABOUT THE UNIT

PLEASE NOTE! Worldline carries out software updates at night in order to enable you to use your payment terminal without interruption during the day. For this reason, your payment terminal must be left switched on at night with a constant Internet connection.

Function Description Buttons
An audible warning signal sounds during the payment procedure When general

errors occur during the payment procedure, the terminal will repeatedly sound an audible warning signal and the request “terminal back to cashier please” will appear on the display. This message can be stopped by pressing the left function key beneath the display.| Left function key beneath the display
Setting up and activating Wifi| Set up Wifi so that you can automatically switch communication types. With YOXIMO Flex, you can activate several communication types. The communication type is switched automatically when in operation.| <STOP <4> <5>
Turning a communication type on/off| Set the communication types you wish to use (only for YOXIMO Flex). These can be activated and deactivated. If only one communication type is active, there will be no automatic switches in communication type.| <4> <5>
Setting mobile communication| YOXIMO Flex automatically switches between 2G and 3G depending on which signal is stronger. If there are problems with switching in your area, you can set a mobile communication type.| <STOP <4>

<5> <2> <8> Setup > password is requested| Call up the main menu with the button. Select <5>for the Setup function. The following terminal-specific functions can be carried out. It is possible to reach this menu item only with the terminal password.| <5> Configuration| The terminal retrieves the latest configuration parameters.| <5> <1> Initialisation| Individual or all card issuers are reinitialised.| <5> <2> SW update| The terminal loads the latest version of the software. Caution! Downloading the software can take several minutes. Never pull out the plug.| <5> <3> Trm reset| This function is available only to service technicians and is protected with a special password.| <5> <4> Info| The terminal ID and current version of the software are displayed| <5> <5> Print config| The current configuration is printed out. Note: This detailed printout requires a good deal of paper| <5> <6> Print HW info| This function is available only to service technicians and is protected with a special password.| <5> <8> System| Use this function only if you are requested to do so by our hotline.| <5> <9>

ENQUIRIES AND SETTINGS

Enquiries (journal)

Use the button to get to the terminal’s main menu. Select the function <3> Queries.

The following options are available:

  • • Shift counter (current status of the present shift)
  • Daily counter (current status since the last daily settlement)
  • Trx Log Info (current status of transactions following the last data transmission)
  • Print DCC rate (optional)
  • Print last ticket

Settings

Use the button to get to the terminal’s main menu. Select the function <4> Settings.

The following options are available:

  • Trm language
  • Service PW
  • Network Setup
  • Power management
  • Keypad tones

POWERMANAGEMENT

Activate Power management to extend the battery life of your terminal.

Press the button to open the main menu of the terminal. Select function <4> Settings and then <5> Power management. <4> <5>Once you have entered your password, the following settings will be available:

Best performance/Balance

  • Full power
  • Standby mode 1
  • Communication module remains active

Power saving 2

  • Full power
  • Extended sleep mode 1
  • Terminal is fully operational again after approx. 60 seconds
  1. The standby time can be adjusted via Terminal Support (available by phone in Switzerland on 0800 111 600 or within the EU region on +41 58 205 47 75).
  2. For unlimited operation of your terminal in a non-air conditioned environment, the “Power saving” setting is recommended.

CHANGING PAPER ROLL

Instructions
Instructions

Guidance for safe and sustainable usage of battery powered terminals

The mobile terminals from Worldline are designed for low power consumption and fitted with Lithiumion (Li-ion) batteries offering good performance and long life. Good battery maintenance will help get even better performance from your terminal. Follow the basic rules for charging, storing and transporting Lithium-­ion batteries as follows:

  • The optimum temperature for charging and using the batteries is between 15 – 25 °C.
  • Remove the Li-ion battery from the terminal when you are not going to use the terminal for a week or more. Charge the battery to around 40% (progress bar at two strokes) and store the battery in a cool, dry place between 5 ° and 20 °C.
  • Disconnect the terminal from the power supply before inserting or removing a battery.
  • Please take care not to damage the contacts inside the terminal when removing/inserting the battery.

ALWAYS AVOID

  • discharging the battery completely.
  • exposing the battery to extreme temperatures; therefore, the payment terminal should not be exposed to any kind of heat source or insolation for extended periods.
  • charging the battery when the temperature is below 5 °C.
  • charging the battery outside of the payment terminal.
  • using the battery in case of visible damage or deformation.

THE PROTECTION MECHANISM

Our newest generation of portable terminals are equipped with a protective circuit to prevent any damage on the terminal in connection with surges or overheating. A battery fuel-gauge mechanism monitors parameters such as voltage, current, temperature and residual capacity.

The fuel gauge is reset each time you change the battery. When you insert a battery, you are recommended to charge it completely to achieve the maximum performance. This also resets the fuel gauge to get a correct capacity indication.

A protection mechanism is integrated in the charging circuit to suspend charging when the battery temperature exceeds 40 °C. Please note that the battery temperature may be higher than the surrounding temperature, especially when the terminal is subject to direct sunlight or is positioned near to another heat source. As soon as the temperature within the payment terminal decreases, the charging process will be continued. Worldline therefore recommends to move the charge base to a cooler environment.

OPTIONAL STANDBY MODE FOR LOW ENERGY CONSUMPTION IN IDLE MODE

In order to maximize the energy efficiency of our terminals, Worldline has developed a new setting that allows the terminal to enter a standby mode automatically even when the terminal is charging and connected to the power line. The terminal can be activated by pressing the “Corr./On” button and is ready for operation within a few seconds. Removing the power lead from the terminal or removing the terminal from the cradle will also wake up the device.

Please contact Worldline technical support if you want to activate this new feature on your payment terminal.

ETAILED USAGE INSTRUCTIONS
Are you looking for detailed information about your payment terminal? You can find the complete usage instructions on our website. worldline.com/merchant- services/terminals

Your local point of contact can be found at: worldline.com/merchant- services/contacts

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