How to Use H&L Pay - Standalone Mode

How to Use H&L Pay -

Standalone Mode

About

This guide outlines common tasks performed using H&L Pay payment terminals in standalone mode. In this mode, payments are not integrated with H&L. No sale or table is required on the Exceed POS terminal, and completed payments do not sync back to H&L.

Note: If the standalone payment also needs to be recorded in H&L, it can be entered manually in Exceed after the payment is approved. A bypass integrated EFTPOS or “MOTO” finaliser key is required if Exceed is paired for direct integration. 

This guide will walk you through: 

• Finalising a payment
• Performing a refund
• Entering MOTO payments
• Refunding MOTO payments
• Printing an EFTPOS receipt
• Printing a totals report and resetting totals (settlement)
• Creating an Exceed MOTO finaliser key

For further assistance with H&L Pay, please contact our H&L support team. You can log a support ticket in the client portal.

Finalising a payment

1. Tap the payment (card logo) icon on the payment terminal.
   
2. Enter the amount and confirm.
3. Ask the customer to tap, swipe, or insert their card when prompted.
4. Depending on the method used, the customer may be prompted to sign on screen.
5. When the payment is approved, receipts may be printed as required.
   

Note: There is no payment terminal cashout option.

Performing a refund

• To refund a recent standalone payment:
  • Tap the Transactions button (or press 8 > Confirm).
    
  • Tap History, then enter your transaction passcode when prompted.
  • Select the recent transaction to refund and tap the Refund (padlock) button.
  • Enter your refund passcode, then tap Yes to confirm.
• To create a new refund transaction:
  • Tap the Transactions button (or press 8 > Confirm).
  • Select New Transaction, then enter your transaction passcode.
  • Select Refund, then enter your refund passcode.
  • Enter the refund amount, then tap Continue.
  • Ask the customer to tap, swipe, or insert their card when prompted.
  • When the refund is approved, receipts may be printed as required.
    

Entering MOTO payments

1. Tap the Transactions button (or press 8 > Confirm).
   
2. Select New Transaction, then enter your transaction passcode.
3. Select MOTO Payment.
4. Enter the amount and confirm.

Note: Surcharges are not automatically added to MOTO payments. If required, add the required surcharge to the MOTO payment amount when entering.

5. Follow the on-screen instructions to enter the shopper's card number and CVC. The terminal may also prompt you to enter the shopper’s postal code and house number.
6. When the payment is approved, receipts may be printed as required.

Note: MOTO payments support credit cards only. Debit cards are not accepted.

Refunding MOTO payments

1. Tap the Transactions button (or press 8 > Confirm).
2. Select New Transaction, then enter your transaction passcode.
3. Select MOTO Refund, then enter your refund passcode.
4. Follow the on-screen instructions to enter the shopper’s card number and CVC. The terminal may also prompt you to enter the shopper’s postal code and house number.
5. When the refund is approved, receipts may be printed as required.
   

Note: MOTO refunds support credit cards only. Debit cards are not accepted.
Note: If credit card MOTO refunds are rejected using the payment terminal, the Valpay Reporting Portal > Virtual Terminal can be used as an alternative.

Printing an EFTPOS receipt

1. Tap the Transactions button (or press 8 > Confirm).
   
2. Select History > select the payment > Shopper Receipt > Print.
3. An EFTPOS receipt will print.

Printing a totals report and resetting totals (settlement)

• To print a totals report
  1. Tap the Transactions icon (or press 8 > Confirm) on the payment terminal.
     
  2. Select Totals, then tap the Print button
• To reset totals (settlement)
  1. Tap the Transactions icon (or press 8 > Confirm).
  2. Select Totals, then tap the Reset (↺) button.
  3. Verify the reset and enter your passcode when prompted.
• Contact H&L Support if you need to confirm your passcode.

Creating an Exceed MOTO finaliser key

1. Identify the keyboard used by the POS terminal from the Keyboard column under Utilities > Stations.
2. Double-click a keyboard from the Keyboards tab in Utilities to open it for editing.
3. Create a Custom Tender Tender or Fast Tender - No Table finaliser key.
4. Set EFTPOS as the Tender Group and Tender Type.
5. Give the key a descriptive caption, and include an asterisk (*) at the beginning and end. For example: *MOTO* or *Non Integrated EFTPOS*.
6. Save the changes, then perform a Rest Exceed database from the POS terminal.
7. This key allows you to finalise a sale to the EFTPOS tender without sending it to a configured direct integrated payment terminal.
   

Note: To minimise human error or prevent misuse, it is recommended that access to this key be restricted in the Manager's page of Exceed.

• For more information on setting up Exceed keyboards, see the Sysnet Training Manual.
  

See also:

• H&L Pay - Features

• How to Use H&L Pay - Direct Integration

• How to Use H&L Pay - Pay@Table Integration

• How to Use H&L Pay - Payment Terminals

• How to Use the Valpay Reporting Portal

• Quick Troubleshooting for H&L Pay