Commonwealth Albert User Manual
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Commonwealth Albert User Manual

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Albert
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Summary of Contents for Commonwealth Albert

  • Page 1 Albert User Guide...
  • Page 2 Which guide should I use? There are two versions of the Albert User Guide. To identify the correct version for you, please refer to the Information bar on the top of your Albert terminal screen. • If the Information bar is similar to the one below, please refer to this guide.

  • Page 3: Table Of Contents

    Processing a payment on a Getting to know the Payment app multi-merchant–enabled terminal 2. Customising the Payment app Need help? Access Settings Payment app options 3. Accepting payments Processing card payments Processing mail or telephone order (MOTO) payments Commonwealth Bank Albert User Guide...

  • Page 4: Introducing Albert

    Introducing Albert Commonwealth Bank Albert User Guide...
  • Page 5 Albert allows people who are blind or have low vision to complete secure payments using their PIN. We’re here to help. If you need help using Albert, call 1800 230 177, 24 hours a day, 7 days a week. Commonwealth Bank Albert User Guide...

  • Page 6: Getting Started

    1. Getting started. We’ve designed Albert to be easy to navigate and use. Getting to know the hardware. Rear view Merchant Power button feedback light Receipt Merchant Context perforator button Printer door Side view Printer door release Cover for micro...

  • Page 7: Finding Your Way Around

    • Home screen: This screen allows for up to Settings three pages of app icons. bank Swipe left or right to move between pages. • App icons: Albert comes Split Payment Bill app with a number of pre- installed apps. To launch Cash an app, just tap the icon.

  • Page 8: Using Albert

    OK. Password screen Tips • To find out how to change passwords, go to Section 3. • To learn more about specific Albert apps, check out the app user guides at www.commbank.com.au/merchantsupport. Using Albert. Touch screen...
  • Page 9 Back arrow to return to the previous screen. Card readers • Albert comes with three card readers for different customer payment options. Follow the prompts when using the Payment app. • For swipe: Use the magnetic strip card reader at the top of the device.

  • Page 10: Working With Albert

    Get battery alerts • Albert uses on-screen messages and sound alerts when the battery level reaches 20%, 10% and 3%. • When the battery level reaches 3%, you cannot continue with a transaction until you start charging Albert, using either the charging dock or the cable.

  • Page 11: Changing The Receipt Roll

    (not under) the roll and sits above the door. 5. Press the door shut. When closed properly it will click into place. Note Albert will come with a full roll of paper already installed. Commonwealth Bank Albert User Guide...

  • Page 12: Recognising Albert's Alerts

    The LED merchant feedback light changes colour and flashes to light indicate warnings, errors, processing and successful transactions. Sound Albert has multiple sounds for warnings, errors and successful transactions. On-screen Albert uses on-screen notifications to let you know what you need to messages do next. STATE: LIGHT: SOUND: MESSAGE: Success.

  • Page 13: Customising Albert

    3. Slide the Touch Sounds bar to the right to turn them on. Setting up communications. When no Wi-Fi is available or selected, Albert will automatically use the inbuilt 3G Telstra service. Wi-Fi • Tap the Settings app, then Communications then Wi-Fi.

  • Page 14: Connecting An Email Account

    ‘Selected Wi-Fi network does not have enough security. Please select a Wi-Fi network with at least WPA2-PSK’. Albert can connect via Wi-Fi or 3G. Although you can choose to use Albert in either mode, we recommend Wi-Fi as the default setting, with 3G as a backup.

  • Page 15: Forgotten Manager Password

    Forgotten Manager password. You can reset your Manager password on the Albert terminal if you have forgotten it or entered it incorrectly three times. To enable this feature you must first set your secret answers. Set your secret To set your secret answers: answers 1.

  • Page 16: Accessing Other Options

    Date and Time 1. To choose the date, time and time zone, tap Date and Time. 2. To allow Albert to automatically set the date, time and time zone, slide the button on the Status bar for Automatic date and time and Automatic time zone from OFF to ON (recommended).

  • Page 17: Accessibility

    We’re here to help. If you need help using Albert, call 1800 230 177, 24 hours a day, 7 days a week. It is important to note that Albert will only be accessible to people who are blind or have low vision once the Payment app is loaded.

  • Page 18: Accessible Mode

    Ask your customer which of the following accessibility options they wish to select: • PIN entry only • PIN entry and account selection • Complete transaction Commonwealth Bank Albert User Guide...
  • Page 19 • Adjust the volume played by Albert • View or listen to a quick summary of gestures • Start or stop the text-to- speech guide narration • Return back to the previous screen Commonwealth Bank Albert User Guide...
  • Page 20 This can be enabled by screen with two the merchant or the customer. The Albert text-to-speech will advise fingers that the accessible mode has been enabled. The options to select the payment steps they wish to complete in the accessible mode will appear on the screen.
  • Page 21 • A dot will display in the box when each digit is entered. • Pressing the Merchant Context Menu Button on this screen has no effect. • There will be no instructions or display on the screen, to prevent anyone from seeing what is entered. Commonwealth Bank Albert User Guide...
  • Page 22 Double tap Double with tap with a single a single finger. finger. Long press with three fingers to CANCEL purchase Long press with three fingers to CANCEL purchase Note: Diagonal swipes are not supported or allowed. Commonwealth Bank Albert User Guide...
  • Page 23 2 fingers to submit the PIN. For security reasons, the PIN entry time allowance on the terminal is 20 seconds. Important – Customers will get 3 chances to enter a PIN correctly before their account is locked. Commonwealth Bank Albert User Guide...

  • Page 24: What If My Customers Are Uncomfortable Using The Accessible Mode

    4.2 What if my customers are uncomfortable using the Accessible Mode?. Tap and Pay (NFC) Using the NFC reader on Albert, your customers are able to pay for purchases using ‘Tap and Pay’, for purchases less than $100. Offline Vouchers For purchases over $100, Tap &...

  • Page 25: Caring For Albert

    • Regularly use the cloth provided to clean Albert’s case, screen and camera. • Keep Albert safe to avoid theft. • Clean Albert immediately with a dry cloth if any liquid spills on the device. Don’t • Never attempt to open Albert yourself.

  • Page 26: The Payment App

    Payment Commonwealth Bank Albert User Guide...

  • Page 27: Getting Started

    • To exit the Merchant Context menu tap the bottom bar, swipe upwards or press the Merchant Context button. Commonwealth Bank Albert User Guide...
  • Page 28 3 flashes in the Transaction completed first second, successfully. then solid. COLOUR: FLASHING: TRANSACTION STATUS: Red. 3 flashes in the Transaction failed/Pop-up first second, message displayed/Other then solid. message displayed/Merchant Context Menu displayed/ Application crash. Commonwealth Bank Albert User Guide...

  • Page 29: Customising The Payment App

    Settings. Purpose To find settings that help you tailor the Payment app for your business needs. Access the Settings 1. On the Albert Home screen, tap the Settings app to display the settings. 2. In the Payment section, tap Payment Options to display the Payment Options screen.

  • Page 30: Payment App Options

    Surname. Tap Done. • To edit a profile, tap to select it, tap the pencil icon, update details as needed, then tap Done. Tap OK. • To delete a profile, tap the pencil icon, then tap Delete. Commonwealth Bank Albert User Guide...

  • Page 31: Accepting Payments

    ‘Adding tips’ on page 42 for details). 3. The Card Present screen will be displayed. 4. Either: • tap the card at the top of Albert (for transactions that can use this functionality) • insert the card in the chip reader at the base •...
  • Page 32 Finish if the customer doesn’t want a receipt (See page 35 for details). Tips Refer to page 27 of this guide to learn how to: • track a transaction by server • add a tip to a transaction • change the defaults for printing receipts. Commonwealth Bank Albert User Guide...

  • Page 33: Processing Mail Or Telephone Order (Moto) Payments

    3. Once the payment is accepted, the receipt will appear. 4. Tap Email or Print to give the customer a copy of the receipt, or tap Finish if the customer doesn’t MOTO Button want a receipt. Commonwealth Bank Albert User Guide...

  • Page 34: Cancelling Payments

    Merchant Context Menu. 2. Tap Cancel Purchase. You will be returned to the Payment app Home screen. If the payment has already been processed, you will need to refund the payment. See page 38 for details. Commonwealth Bank Albert User Guide...

  • Page 35: Viewing, Printing And Emailing Receipts

    • The subject of the email is ‘Card Payment Record from {Merchant Name – Date Time}’ and the content of the email is ‘Please find attached your card payment record from {MERCHANT NAME}. Thank you’. Commonwealth Bank Albert User Guide...

  • Page 36: Cashout Transactions

    Purchase and Cashout. Enter the payment amount first, then tap OK. 2. Using the keypad, enter the cashout amount, then tap OK. 3. The Card Present screen will display. You can now process the cashout payment. Commonwealth Bank Albert User Guide...

  • Page 37: Processing The Cashout Transaction

    1. From the Card Present screen, either: transactions • insert the card in the chip reader at the bottom of Albert • swipe the card from left to right along the card reader at the top • ask the customer to choose their account type by tapping Cheque or Savings.

  • Page 38: Processing Refunds

    4. The Card Present screen will be displayed. You can now process the refund. 5. Choose the payment method: • Card present. See page 31. • Card not present. See page 33. • Manual payment. See page 33. Commonwealth Bank Albert User Guide...

  • Page 39: Processing Card-Present Refunds

    1. From the Card Present screen, either: with card present • tap the card at the top of Albert (for transactions that allow this functionality). Go to step 4. • insert the card in the chip reader at the base •...

  • Page 40: Processing Mail Or Telephone Order (Moto) Refunds

    5. Once the refund is accepted, the receipt will be displayed. 6. Tap Email or Print to give the customer a copy of the receipt, or tap Finish if the customer doesn’t want a receipt. Commonwealth Bank Albert User Guide...

  • Page 41: Cancelling Refunds

    1. Press the Merchant Context as it is being button or swipe down on the screen processed to open the Merchant Context Menu. 2. Tap Cancel Refund. You will be returned to the Payment app Purchase screen. Commonwealth Bank Albert User Guide...

  • Page 42: Tips And Split Bills

    Tips • If a customer enters a tip that’s higher than the purchase amount, Albert will assume the amount is the total payment, including a tip. • Any amount less than the total purchase amount is assumed to be a tip and will be added to the purchase amount.

  • Page 43: Creating Tips Reports

    • To view tips by Server, tap Server Tip Report, then tap the server’s name. • To view a total tips report, tap Tip Totals. 4. To make a copy of the tips report, tap Print. Commonwealth Bank Albert User Guide...

  • Page 44: Splitting Bills

    To split a single purchase across multiple payments; for example, when customers share the cost of a meal. You can access the Split Bill app from the Albert Home screen icon, or when entering payment details in the Payment app.
  • Page 45 You can adjust each remaining share individually after you process each payment. • On-screen tipping is not available for cash payments. • The minimum amount for a Split Bill is $2.00. Commonwealth Bank Albert User Guide...

  • Page 46: Tracking Transactions

    • Icons beside each transaction (Last show the transaction status. A tick indicates the transaction (purchase, refund, or cashout) was successful, a cross indicates a declined transaction, and circular arrows indicate a refund was processed via the transaction history screens. Commonwealth Bank Albert User Guide...

  • Page 47: Creating A Daily Totals Report

    • swipe right for future reports • swipe left for past reports. 3. Tap the Back arrow to return to the History and Totals screen. View Daily Swipe to view future total button and past Daily totals Commonwealth Bank Albert User Guide...

  • Page 48: Finding A Specific Transaction

    • Using the Approx icon for Amount will show transactions within 20% of the search value. Using the Approx icon for Date will show transactions within one day of the search date. Commonwealth Bank Albert User Guide...

  • Page 49: Tracking Shifts

    8. Tracking shifts. Need to know the total for an individual shift? Albert makes it easy. Viewing shift details. Purpose To see total transactions for different shifts. View past shifts 1. In the Purchase app, press the Current shift Merchant Context button or swipe down on the screen to open the Merchant Context Menu.

  • Page 50: Entering New Shifts

    Enter a manual 1. From the Shifts tab, tap Start New Shift. shift You’ll be prompted to confirm the start of the shift. 2. Tap Start Shift Now. Your new shift will start immediately. Commonwealth Bank Albert User Guide...

  • Page 51: Settlement

    • swipe right for future reports. • swipe left for past reports. 8. Tap the Back button to return to the History and Totals screen. Past settlement dates Settle buttons for all Print Settlement open transactions Reports Commonwealth Bank Albert User Guide...

  • Page 52: Entering Manual Settlements

    Viewing settlement history. • To view the cumulative total since the last settlement, without settling, tap Open. • When the Multi-merchant functionality is enabled, Albert will maintain separate transaction counters and amount accumulators for each active merchant. Entering manual settlements.

  • Page 53: Pre-Authorisation And Completion

    10. Pre-authorisation completion. Albert allows you to pre-authorise transactions to guarantee payment for goods and services (available later in 2018). Pre-authorisation. Purpose A pre-authorisation transaction checks that there are funds available on the customer’s credit card and puts a hold on these funds. No actual funds are debited from the customer’s card account until the...

  • Page 54: Completion

    3. The Password entry screen will appear. Enter the Operator or Manager password. 4. A pop-up will ask if you wish to carry out a cardless completion. Select No if you have the customer with you and can process the completion with a card. Completion Commonwealth Bank Albert User Guide...
  • Page 55 4. On the Confirmation screen, review the details and tap OK. 5. Albert will print a merchant receipt for the customer to sign. 6. Verify the signature and tap OK if it matched or NO if it doesn’t.
  • Page 56 (STAN) from the pre- authorisation transaction receipt, then tap OK. 2. On the Confirmation screen, review the details, then tap OK. Tips The approved pre-authorised transaction is stored for seven days. Commonwealth Bank Albert User Guide...

  • Page 57: Multi-Merchant

    Multi-merchant. Do you need to process payments for more than one account from the same terminal? With Albert you can credit up to nine separate accounts (available later in 2018) . Processing a payment on a multi-merchant–enabled terminal. Purpose To process transactions for multiple merchants or to different nominated accounts.

  • Page 58: Need Help

    For detailed guides on each of the CBA apps, please visit piappbank.com.au. Help with third- 1. On Albert, tap the App bank app or visit piappbank.com.au. party apps 2. Select Apps, then search the relevant app name. Click on the app to see App Details and expand Support to see the contact details for the responsible developer.

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