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Heartland Connect Merchant User Manual

Visit us at: http://www.heartlandpaymentsystems.com or call (888)963-3600

Merchant User Manual


Heartland Payment Systems™ Rev 3/15/2013 ii

Table of Contents

TABLE OF CONTENTS ............................................................................................................................ II

INTRODUCTION ........................................................................................................................................ 1

OVERVIEW .................................................................................................................................................. 1 TRANSACTIONS .......................................................................................................................................... 1

Credit Card Transactions ..................................................................................................................... 1 PIN Debit Transactions ........................................................................................................................ 1 Check transactions ................................................................................................................................ 1 Recurring Billing .................................................................................................................................. 2

REPORTING ................................................................................................................................................. 2 Current Batch ....................................................................................................................................... 2 Closed Batches ...................................................................................................................................... 2 Recurring Billing .................................................................................................................................. 2 Find Transactions ................................................................................................................................. 2

SYSTEM REQUIREMENTS ............................................................................................................................ 3 Hardware .............................................................................................................................................. 3 Software ................................................................................................................................................ 3 Peripherals ............................................................................................................................................ 3

CONNECT BASICS ..................................................................................................................................... 4

OVERVIEW .................................................................................................................................................. 4 GETTING STARTED WITH CONNECT ............................................................................................................ 4 LOGGING IN ................................................................................................................................................ 4

License Agreement ................................................................................................................................ 5 Change Password ................................................................................................................................. 6

THE MAIN MENU ........................................................................................................................................ 7 SCREEN TABS ............................................................................................................................................. 9 NAVIGATION .............................................................................................................................................. 9

Using the Mouse ................................................................................................................................... 9 Using the Keyboard .............................................................................................................................. 9

GETTING HELP ......................................................................................................................................... 10

PROCESSING CREDIT CARD TRANSACTIONS ............................................................................... 11

OVERVIEW ................................................................................................................................................ 11 IMPORTANT SECURITY NOTE: ................................................................................................................... 11 SALE TRANSACTION ................................................................................................................................. 12

Sale Receipt ......................................................................................................................................... 14 PRE-AUTH TRANSACTION ........................................................................................................................ 15

PreAuth Receipt .................................................................................................................................. 17 CREDIT CARD RETURN TRANSACTION ..................................................................................................... 18

Return Receipt ..................................................................................................................................... 20 FORCE AUTH TRANSACTION..................................................................................................................... 21

Force Auth Receipt ............................................................................................................................. 24 VERIFY TRANSACTION ............................................................................................................................. 25 ADJUSTMENT TRANSACTION .................................................................................................................... 27

Adjustment Receipt .............................................................................................................................. 29 VOID TRANSACTION ................................................................................................................................. 30 CREDIT CARD FIELD DESCRIPTIONS ......................................................................................................... 32 CREDIT CARD TRANSACTION RECEIPT FIELD DESCRIPTIONS ................................................................... 34 CVV INFORMATION ................................................................................................................................. 35

VISA CVV2 .......................................................................................................................................... 35 MasterCard CVC2 .............................................................................................................................. 35 Discover CID ...................................................................................................................................... 35


Heartland Payment Systems™ Rev 3/15/2013 iii

American Express CID ....................................................................................................................... 36

PROCESSING DEBIT CARD TRANSACTIONS .................................................................................. 37

OVERVIEW ................................................................................................................................................ 37 DEBIT SALE TRANSACTION ...................................................................................................................... 37

Debit Sale Receipt ............................................................................................................................... 39 DEBIT CARD RETURN TRANSACTION ....................................................................................................... 40

Debit Return Receipt ........................................................................................................................... 42 DEBIT CARD FIELD DESCRIPTIONS ........................................................................................................... 43 DEBIT CARD TRANSACTION RECEIPT FIELD DESCRIPTIONS ..................................................................... 44

PROCESSING EBT CARD TRANSACTIONS ...................................................................................... 45

OVERVIEW ................................................................................................................................................ 45 FOOD STAMP SALE TRANSACTION ........................................................................................................... 45

Food Stamp Sale Receipt .................................................................................................................... 47 CASH BENEFIT SALE TRANSACTION ......................................................................................................... 48 FOOD STAMP VOUCHER TRANSACTION .................................................................................................... 49 FOOD STAMP RETURN TRANSACTION ...................................................................................................... 50 BALANCE INQUIRY TRANSACTION ........................................................................................................... 51 EBT CARD FIELD DESCRIPTIONS ............................................................................................................. 52 EBT CARD TRANSACTION RECEIPT FIELD DESCRIPTIONS........................................................................ 53

GETI CHECK TRANSACTION PROCESSING ................................................................................... 54

OVERVIEW ................................................................................................................................................ 54 CHECK SALE TRANSACTION ..................................................................................................................... 54

Check Sale Receipt .............................................................................................................................. 57 CHECK VERIFY TRANSACTION ................................................................................................................. 58

Check Verify Receipt ........................................................................................................................... 60 CHECK VOID TRANSACTION ..................................................................................................................... 61

TRANSMODUS CHECK TRANSACTION PROCESSING ................................................................. 63

OVERVIEW ................................................................................................................................................ 63 CHECK SALE TRANSACTION ..................................................................................................................... 63

Check Sale Receipt .............................................................................................................................. 65 CHECK TRANSACTION FIELD DESCRIPTIONS ............................................................................................ 66 CHECK TRANSACTION RECEIPT FIELD DESCRIPTIONS .............................................................................. 67

PROCESSING CASH TRANSACTIONS ............................................................................................... 68

OVERVIEW ................................................................................................................................................ 68 CASH TENDER TRANSACTION ................................................................................................................... 68

Cash Tender Receipt ........................................................................................................................... 69 CASH RETURN TRANSACTION .................................................................................................................. 70

Cash Return Receipt ........................................................................................................................... 71 CASH FIELD DESCRIPTIONS ...................................................................................................................... 72 CASH TRANSACTION RECEIPT FIELD DESCRIPTIONS ................................................................................ 73

PROCESSING RECURRING BILLING TRANSACTIONS ................................................................ 74

OVERVIEW ................................................................................................................................................ 74 ADD A CUSTOMER .................................................................................................................................... 74

Credit Card Information ..................................................................................................................... 76 Recurring Billing Receipt ............................................................................................................................... 78

Check/ACH Information ..................................................................................................................... 79 Recurring Check Billing Receipt .................................................................................................................... 81

Contract Information .......................................................................................................................... 82 VIEW CUSTOMERS .................................................................................................................................... 85 VIEW CONTRACTS .................................................................................................................................... 87


Heartland Payment Systems™ Rev 3/15/2013 iv

RECURRING BILLING REPORT ................................................................................................................... 89 RECURRING BILLING EXPIRATION REPORT .............................................................................................. 90

FIND TRANSACTIONS ............................................................................................................................ 91

OVERVIEW ................................................................................................................................................ 91 FIND TRANSACTIONS ................................................................................................................................ 91

REPORTING .............................................................................................................................................. 93

OVERVIEW ................................................................................................................................................ 93 TRANSACTION SUMMARY AND DETAIL REPORTS ..................................................................................... 93

Summary Report ................................................................................................................................. 93 Detail Report ....................................................................................................................................... 95

EXPORTING REPORTS ............................................................................................................................... 97 EXPORTING ............................................................................................................................................... 97

XML Sample ........................................................................................................................................ 98 Tab Delimited Sample ......................................................................................................................... 98 PDF Sample ........................................................................................................................................ 98 Excel Sample ....................................................................................................................................... 98

BATCH REVIEW ........................................................................................................................................ 99 Current Batch Summary ..................................................................................................................... 99 Previous Batch Summary ...................................................................................................................100

END OF DAY SETTLEMENT ................................................................................................................101

BATCH UPLOAD.......................................................................................................................................102 BATCH IMPORT ........................................................................................................................................102

Batch Upload Format Example .........................................................................................................102

CONNECT SETUP ...................................................................................................................................108

SECURITY SETUP .....................................................................................................................................108 ADD NEW USER.......................................................................................................................................110 FIND AND EDIT USERS .............................................................................................................................111 CHANGE PASSWORD ................................................................................................................................113 RECEIPT SETUP ........................................................................................................................................114

DEVICE SETUP ........................................................................................................................................115

OVERVIEW ...............................................................................................................................................115 CARD READER SETUP ..............................................................................................................................115

Serial Card Reader Setup in Heartland Connect ...............................................................................115 PIN PAD SETUP .......................................................................................................................................117

PIN Pad Setup in Heartland Connect ................................................................................................118 MINI MICR READER SETUP ....................................................................................................................120

Mini MICR Setup in Heartland Connect ............................................................................................121 MICR IMAGER SETUP .............................................................................................................................122

MICR Imager Setup in Heartland Connect ........................................................................................123 CHECK READER CONTROL DOWNLOAD ..................................................................................................125 INSTALL CHECK READER ACTIVEX CONTROLS ......................................................................................127 USB TO SERIAL CONVERTER SETUP (WINDOWS XP) ..............................................................................127 USB TO SERIAL INSTALLATION VERIFICATION (WINDOWS XP) .............................................................130 USB TO SERIAL CONVERTER SETUP (WINDOWS VISTA) .........................................................................132 USB TO SERIAL INSTALLATION VERIFICATION (WINDOWS VISTA) .........................................................133 USB TO SERIAL CONVERTER PIN PAD SETTINGS ....................................................................................135 USB TO SERIAL CONVERTER MINI MICR READER SETTINGS .................................................................136 WINDOWS 7 & VISTA DRIVERS ..............................................................................................................137 USB TO SERIAL CONVERTER MICR IMAGER SETTINGS ..........................................................................138 EPSON PRINTER DRIVERS INSTALLATION (WINDOWS XP) ......................................................................139 EPSON PRINTER DRIVERS INSTALLATION (WINDOWS VISTA) .................................................................144


Heartland Payment Systems™ Rev 3/15/2013 v

EPSON PRINTER SETUP IN HEARTLAND CONNECT ...................................................................................149 Epson Printer Page and Margins Setup .............................................................................................150

STAR PRINTER SETUP ..............................................................................................................................151 STAR PRINTER DRIVERS INSTALLATION (WINDOWS XP) ........................................................................153 STAR PRINTER DRIVERS INSTALLATION (WINDOWS VISTA FROM CD) ...................................................157 STAR PRINTER DRIVERS INSTALLATION (WINDOWS VISTA .ZIP FILE) ....................................................162 STAR PRINTER SETUP IN HEARTLAND CONNECT .....................................................................................165

Star Printer Properties ......................................................................................................................165 Star Printer Second Copy Printing Setup ..........................................................................................166 Star Printer Receipt Printing Orientation Setup ................................................................................166 Star Printer Print Test .......................................................................................................................166

INSTALL ACTIVEX CONTROLS .................................................................................................................167 CHECK YOUR COM PORT (WINDOWS XP) .............................................................................................169 CHECK YOUR COM PORT (WINDOWS VISTA) .........................................................................................171 TROUBLESHOOTING .................................................................................................................................172

INDEX ........................................................................................................................................................174


Heartland Payment Systems™ Rev 3/15/2013 1

Introduction Welcome and thank you for choosing Heartland Connect as your payment solution!

Overview

Heartland Connect is a “virtual terminal” that can process credit, debit, and EBT cards across a secure internet connection. Additionally, Connect provides easy-to-use reporting. Heartland Connect is not a shopping cart, like other virtual terminals, but does offer some great benefits:

Secure online transactions

Auto close (Batch Settlement)

Recurring billing

Level 2- B2B ( Use of business and corporate credit cards)

Unlimited users with one Merchant ID

Security levels to restrict user functionality

Simple navigation

Easy Setup

Versatile reporting

Credit and debit card acceptance

EBT acceptance

Check acceptance

Cash Accounting

Transactions Credit Card Transactions

Sale, Pre-Auth, Return, Force Auth and Adjustment transactions

Magnetic stripe reader swipe of the card or key enter the card PIN Debit Transactions

Sale and return transactions

A PIN pad and card reader are needed to complete a PIN debit sale as PIN debit sales cannot be hand keyed

Check transactions

Sale, verify and void

Key entered or attach a check reader for verification or verification with electronic check conversion



eCheck transactions verified against a national negative check database

Enter customer information in the event of NSF, such as driver’s license number, date of birth and SSN

Recurring Billing

Recurring payment via an anniversary event

Setting up a customer record for customers that charge frequently but with different amounts, with payment types and at different times

Multiple payment types for a single customer – multiple types of credit cards and as well as ACH

Reporting Current Batch

Displays a summary of the current batch – a total of all card types

Export the current batch transactions to XML, Tab Delimited, Excel or PDF

Sort the current batch by customer ID, reference #, invoice #, customer name, payment type, user and others

View specific transactions within the current batch to reprint the transaction receipt, void the transaction or perform a new charge to that card

Closed Batches

Reference closed batches

Export to Excel, PDF, Tab Delimited or XML

Issue a Return Recurring Billing

View all customer accounts, a specific account or a range of accounts, based on payment type, billing date range or amount

Sort by transaction status which includes approved billings, all billings or other

Search for credit cards that are about to expire Find Transactions

Find specific transactions to perform voids, refunds, force auth complete and adjustment transactions.



System Requirements Hardware

PC with Internet Connectivity

Keyboard

Mouse

Monitor Software

Internet Explorer (IE) 6.0 or higher

o Firefox and Safari are NOT supported browsers

Windows XP, Vista, & Windows 7 Peripherals

Card Readers USB with keyboard emulation

Serial port card reader

Heartland E3 Card Reader

Pin Pad VeriFone 1000SE

Check readers Magtek Mini MICR

Magtek MICR Image

Receipt Printers Epson Receipt Printer

Star Receipt Printer



Connect Basics

Overview

This chapter provides basic information about Heartland Connect, such as Logging In, the Main Menu, and basic navigation.

Getting Started with Connect

Before you start using Heartland Connect, make sure you’ve correctly set up the system to work with your hardware. See Device Setup beginning on page 115 for more information about setting up devices. After you finish with setup, you can use Heartland Connect on any Internet connection. Just navigate to:

https://reports.secureexchange.net/admin/login.aspx

Note: Heartland Connect uses the secure HTTP (HTTPS) protocol. Make sure you include the https:// when you type the web address. Connect will not run on an unsecured connection.

Logging In

After you enter the web address to access Heartland Connect, a log in screen displays:

Type your Username and Password in the appropriate fields.

Note: If you do not have a Username or Password, you need to contact your servicing manager or Heartland Payment Systems.



License Agreement

The first time you log in, the License Agreement displays:

Read the End-User License carefully and then click Accept. The User Settings screen displays for you to change your password.



Change Password

To comply with industry standards, Heartland Connect requires “strong passwords.” The password must be a minimum of 8 characters and include at least 1 digit (0-9), 1 lower case letter (a-z), and 1 upper case letter (A-Z). You must use alphanumeric characters; special characters (!@#$%^&*) are not permitted.

To change your password, do the following, enter your Current Password, New Password, and then Verify New Password. Click Change Password.



The Main Menu

All of the functions available are listed on the Main Menu.

Heartland Connect uses a folder hierarchy format to navigate through Heartland Connect. Once you have successfully logged in to Heartland Connect, you can navigate by expanding the folders using the ( ) symbol. The options on the Main Menu may vary depending on the merchant’s setup.

You can perform the following functions from the Main Menu:

Virtual Terminals: For processing the following transaction:

Credit Cards

Debit Cards

EBT Cards

Checks

Cash

Recurring Billing: For performing the following functions:

Add Customer – Add new customer accounts and payment information.

View Customers – View customers that are already setup. You can also modify account settings, such as current payment type, and apply other payments to the account information.

View Contracts – Display existing contracts.



Billing Report – Report showing account numbers and amounts of existing recurring billing accounts that are set up.

Expiration Report – Report showing all customers (Customer ID optional) where a contract is billed with a card that has / will expire in the specified time frame.

Current Batch – For displaying information for transactions in the current unsettled batch and for the various card types (credit and debit cards, etc)

Summary – An overview of the current batch.

Credit – Credit summary

Debit – Debit summary

End of Day: For displaying Batch Total information for Checks, Credit/Debit. Also used to submit the batch for settlement if auto close is not set up.

Batches: For running reports on batches that were previously closed. You can view transactions as far back as the first transaction that was processed on Heartland Connect.

Find Transactions: For locating transactions for returns, capturing pre-authorizations, voids, and adjustments.

Manage Users: For adding, changing or deleting Users or Employee logins.

Tools: For manually uploading a batch from an Excel type format.

Preferences: For setting up devices, granting access, modifying passwords, and setting security.

Email: For contacting Heartland for support.

Logout: For exiting Heartland Connect.



Screen Tabs

From the Main Menu, you can access additional navigation options with the tabs arranged on the top of the screen.

Navigation

You can use your mouse to navigate through Heartland Connect. You can access all of Heartland Connect’s functions by selecting menu titles or screen tabs.

To enter information into Heartland Connect, use the mouse to select the desired field and your keyboard to enter data. On screens with multiple fields, use the Tab key on your keyboard to move to the next field.

Using the Mouse

To select options with the mouse, simply click on the desired menu title or screen tab. To select a field, click on the field. If the field is a drop-down menu, a list of available options displays. Use the mouse to select the desired option.

Using the Keyboard

Use your keyboard to enter data into a field you have selected with the mouse. You can also use the Tab key to select the next field on the screen instead of using the mouse.



Getting Help

You can reach Heartland Technical Support at the following address:

[email protected]

Or call our 24 hr support center at 888-963-3600 for any assistance.



Processing Credit Card Transactions

Overview

This chapter explains how to process credit card transactions in Heartland Connect. Heartland Connect supports a card reader attached to the PC or manually keying the account number.

You can run the following credit card transactions

Sale

Pre-Auth

Return (Refund)

Force Auth

Verify

Find

Adjustment

Void

Important Security Note: Heartland Payment Systems has been made aware of an industry-wide increase in fraudulent credits posted by criminals who take over the credentials of a merchant’s virtual terminal account. As a result, Heartland has implemented a minor – but important – process change: Effective, January 11, 2011, all merchants are required to enter a PNRef number to process returns on credit card transactions through Heartland Connect. This helps you, the merchant, ensure your compliance with Heartland’s Merchant Processing Agreement as well as card brand regulations that prohibit merchants from processing a credit (refund) without a matching debit (sale). This regulation helps deter inside fraud (such as employees illegally giving credits to their own cards or their friends’ cards) and outside fraud (such as cardholders getting inappropriate credits). This notification can be seen on the main login page of Heartland Connect.



Sale Transaction

Use the credit card sale when a customer uses a credit card as payment for goods or services. Heartland Connect records the card information and dollar amount and transmits this information to Heartland Payments. Heartland contacts the credit card issuer, receives an authorization, and displays an approval.

Note: If you are a healthcare provider, please ensure that patient demographic information is not stored as this would violate the health insurance privacy and portability act (HIPAA).

To enter a sale, follow these steps:

1. From the Main Menu, click Virtual Terminals.

2. Select Credit.

3. Enter information into the required fields. See Credit Card Field Descriptions on page 32 for more information. Actual fields that display may vary depending on the merchant setup.

4. Click Process. The approval displays.

You can print a receipt by clicking the Print Receipt field.

You can display a map of the cardholder’s address by clicking Map Address.

You can send the cardholder an email receipt by entering the cardholder’s email address in the [email protected] field and then clicking E-Mail Receipt. To email a receipt to multiple recipients, simply separate each address with a semi-colon (;).



*Note: Your Business Name will appear in the Subject Line of these emails.

See Credit Card Field Descriptions on page 32 for definitions of these fields.



Sale Receipt

See Credit Card Transaction Receipt Field Descriptions on page 34 for definitions of the fields on this receipt.



Pre-Auth Transaction

Use the pre-auth transaction when the final amount of the purchase is not known. Connect authorizes an estimated amount. When the final amount is known, use the Force Auth Transaction described on page 21 to enter the final amount of the transaction. Pre-auths are not settled.


To enter a pre-auth, follow these steps:

1. From the Main Menu, select Virtual Terminals.

2. Select Credit.

3. Select PreAuth.

Enter information into the required fields. See Credit Card Field Descriptions on page 32 for more information. Actual fields that display may vary depending on the merchant setup.






PreAuth Receipt




Credit Card Return Transaction

Use a return to refund the customer’s credit card for returned items. Heartland Connect records the card information and dollar amount and transmits this information to Heartland Payments. Heartland contacts the credit card issuer, receives an authorization, and displays an approval.



2. Select Credit.

3. Select Return.







Return Receipt




Force Auth Transaction

Use the force auth transaction when you are unable to submit a transaction to Heartland for authorization. This usually occurs when there is a downtime condition and you had to authorize the transaction over the phone using voice authorization or you are completing a pre-auth. The force auth transaction adds the transaction to the batch for settlement. You have to have the approval code for a force auth.


To enter a force auth, follow these steps:


2. Select Credit.

3. Select ForceAuth.




Force Auth Receipt




Verify Transaction The Verify feature allows a merchant to determine if a customer’s Visa or MasterCard account is in good standing prior to proceeding with the sale without affecting cardholder’s account. The Verify feature does not protect you from chargebacks. The Verify feature is not an Authorization and is not meant to provide information to you or the issuer about the amount or type of the transaction. An Authorization is still required and supersedes the “Verification” response for the same transaction. The Verify feature can be used for other brands (i.e., AMEX & Discover) as well for validating the customer’s Zip Code.

Note: When using the Verify option, zip code is required for all non-Visa cards. Non-Visa cards will only receive zip code verification. It’s also recommended that the Street Address is included when Verifying a Discover transaction.

To do a Verify transaction, follow these steps:


2. Select Credit.

3. Select Verify.

4. Enter or swipe the Credit Card

5. Enter the Expiration Date (if manually entered)

6. Enter the Card Holder Name and Zip Code



Note: if the card is a non-Visa and non-MasterCard, then the Zip Code is required. Also, Non-Visa cards will only receive zip code verification

7. Click Process. The result displays.



Adjustment Transaction

Use the adjustment transaction in restaurants to add or change the tip amount on a previously authorized transaction. Heartland Connect uses the PNRef number of the original transaction for adjustments.

Note: If you don’t know the PNRef number for the transaction, you can use the Find function to locate it. See Find Transactions on page 91 for more information on finding transactions.

To do an adjustment, follow these steps:


9. Select Credit.

10. Select Adjustment.

11. Enter the PNRef of the original transaction. This can be found on the receipt in the Transaction # field.

12. Enter the new Tip Amount.






Adjustment Receipt




Void Transaction

Use a void to cancel a transaction stored in an open batch. For transactions in a closed batch, see Credit Card Return Transaction on page 18.

Note: You have to find the original transaction before you can void it. See Find Transactions on page 91 for more information on finding transactions.

To perform a void, follow these steps:

1. From the Credit Transactions find window, click on the Ref # (PNRef) of the transaction you want to void.

2. Heartland Connect displays more information so you can verify that it is the correct transaction to void.



3. Click Yes, Void this Transaction. Connect prompts you to proceed:

4. Click OK. The following response displays:



Credit Card Field Descriptions Field Action

Card Number Swipe the card through a reader or manually enter the card number. Heartland Connect displays the card type.

Expiration Date(MMYY)

For manually entered transactions, enter the expiration date in MMYY format.

Subtotal Enter the sale amount.

Tax Amount If applicable, enter the tax amount.

Tip Amount If applicable, enter the tip amount.

Convenience Fee If applicable, enter any convenience amount.

Shipping Amount If applicable, enter the shipping amount.

Total Amount Total amount displays.

Customer ID Enter the customer ID.

Card Holder For manually keyed transactions, enter the name of the cardholder.

Street Enter the customer’s street address.

City Enter the customer’s city.

Postal/Zip Code Enter the customer’s zip code.

CV2 Enter the 3-digit security code on the back of the card or 4-digit code on the front of the card. See CVV Information on page 35 for more information.

CV Presence If applicable, select the reason the CV2 code is not provided:

Not Submitted Illegible Not Present

Invoice # If applicable, enter the Invoice number.

PO # If applicable, enter the PO number.

Force Duplicate This option allows you to submit a transaction with the same card number and amount as a previously entered transaction within an hour of the original transaction. If this option is not selected, transactions with the same card number and amount ran in the hour period will decline. If the same card number but different amount is processed, the card will approve.

Card Present Indicate by checking the box if the card is present at the point of sale.

Auth Code For force auth transactions, enter the approval code received from the voice center.



Field Action

PNRef This number uniquely identifies each transaction. Use this number to perform voids, adjustments, refunds, and reprints. This number is the same as the Transaction # on the receipts.

Description This is where you can key a brief description of the product or services that were provided. *Not applicable for merchants in Health Care Industry



Credit Card Transaction Receipt Field Descriptions Field Description

Merchant Information

Merchant’s name, street address, city, state, and zip code.

Date and Time The date and time of the transaction.

Trans Type Type of transaction: Sale, Force Auth, etc.

Customer ID Customer number (if provided)

Transaction # The PNRef number that uniquely identifies the transaction.

Name The customer’s name. (if provided)

Account Last 4 digits of the card account number.

Exp Date Xs for the expiration date.

Card Type Type of card, VISA, MasterCard, Amex, etc.

Street Address The customer’s street address. (if provided)

Zip The customer’s zip code. (if provided)

Entry Swiped or Manual.

Invoice # Invoice number. (if provided)

PO # Purchase order number. (if provided)

AuthCode Authorization number.

Result APPROVED or DECLINED.

Message APPROVAL or DECLINE.

Batch Num Batch number.

User ID User that processed the question

Description Description of goods or services. (if provided)

Sale Tax Amt Sales tax. (if provided)

Shipping Amount Shipping amount. (if provided) Tip Amt Tip amount. (if provided)

Convenience Fee Convenience fee. (if provided)

Total Amt Total amount.

Message Agreement message to pay for the goods or services.

Signature Customer signature line.



CVV Information

Visa, MasterCard, American Express and Discover use this code to try to reduce fraud in Card Not Present transactions. It shows that the person using the card has physical possession of the credit card.

VISA CVV2

The CVV2 (Card Verification Value) is the last three digits after the credit card number on the back of the card in the signature area.

MasterCard CVC2

The CVC2 (Card Validation Code) is the last three digits after the credit card number on the back of the card in the signature area.

Discover CID

The CID (Card Identification) is the last three digits after the credit card number on the back of the card in the signature area.



American Express CID

The American Express CID (Card Identification) is the four digits printed on the front of the card, above and to the right of the embossed credit card number.



Processing Debit Card Transactions

Overview

This chapter explains how to process debit card transactions in Heartland Connect. For debit, the merchant must have a card reader and a PIN Pad attached to the PC.

You can run the following debit card transactions

Sale

Return (Refund)

Note: Please contact your Heartland relationship manager if you wish to do PIN-Base Debit transactions.

Debit Sale Transaction

Use the debit card sale when a customer uses a debit card as payment for goods or services. Heartland Connect records the card information and dollar amount, the customer enters his/her PIN on the PIN Pad, the Connect transmits this information to Heartland Payments. Heartland contacts the card issuer, receives an authorization, and displays an approval.

Note: If you are in the Health Care industry, please ensure you do not enter or store protected health information.



2. Select Debit.

3. Slide the card through the card reader. Connect fills in the information for the Card Number, Expiration Date and Card Holder fields. Enter information into the remaining fields. See Debit Card Field Descriptions page 43 for more information. Actual fields that display may vary depending on the merchant setup.



4. Click Process.

5. Connect prompts for the customer to enter his/her PIN on the PIN Pad:

6. Have the customer enter his/her PIN and press enter on the PIN Pad. The approval displays.




See Debit Card Field Descriptions page 43 for more information.



Debit Sale Receipt

See Debit Card Transaction Receipt Field Descriptions on page 44 for definitions of the fields on this receipt.



Debit Card Return Transaction

Use a return to refund the customer’s debit card for returned items. Heartland Connect records the card information and dollar amount, the customer enters his/her PIN on the PIN Pad, and Connect transmits this information to Heartland Payments. Heartland contacts the card issuer, receives an authorization, and displays an approval.



2. Select Debit.

3. Select Return.

4. Slide the card through the card reader. Connect fills in the information for the Card Number, Expiration Date and Card Holder fields. Enter information into the remaining fields. See Debit Card Field Descriptions page 43 for more information. Actual fields that display may vary depending on the merchant setup.

5. Click Process.


7. Have the customer enter his/her PIN and press enter on the PIN Pad. The approval displays.






See Debit Card Field Descriptions page 43 for more information.



Debit Return Receipt

See Debit Card Transaction Receipt Field Descriptions on page 44 for definitions of the fields on this receipt.



Debit Card Field Descriptions Field Description

Card Number Swipe the cardholder’s debit card.


Displays the expiration date in MMYY format.

Card Holder Displays the name of the cardholder.

Amount Enter the amount of the sale.

Tip Amount If applicable, enter the tip amount.

Cash Back Amount

If applicable, enter cash back amount.


Invoice Number If applicable, enter the invoice #.

Customer ID If applicable, enter the customer’s ID.





Debit Card Transaction Receipt Field Descriptions Field Description




Trans Type Type of transaction performed.


Name The customer’s name.



Card Type DEBIT.

Entry Swiped.

Invoice # Invoice number.

AuthCode Authorization number assigned by the cardholder’s issuing bank.

Result Displays whether the transaction was APPROVED or DECLINED.

Message Additional information returned by the host regarding the transaction.

Batch Num The batch number.

Description The line that allows the merchant to describe the type of goods or services purchased. (Merchandise, Groceries, etc.).

Tip Amt The tip amount for the transaction.

Cash Back The cash back amount for the transaction.

Subtotal The amount of the sale.

Total Amt Total amount of the transaction.

Message A message indicating agreement to pay for the goods or services.

Receipt Legend Indicates whether the receipt is the cardholder copy or the merchant copy.



Processing EBT Card Transactions

Overview

This chapter explains how to process EBT card transactions in Heartland Connect. For EBT, the merchant must have a card reader and a PIN Pad attached to the PC.

You can run the following debit card transactions

Food Stamp Sale

Cash Benefit Sale

Food Stamp Voucher

Food Stamp Return

Balance Inquiry

Note: Please contact your Heartland relationship manager if you wish to do EBT transactions.

Food Stamp Sale Transaction

Use the food stamp sale when a customer uses an EBT card as payment for food. Heartland Connect records the card information and dollar amount, the customer enters his/her PIN on the PIN Pad, and Connect transmits this information to Heartland Payments. Heartland contacts the card issuer, receives an authorization, and displays an approval.

To enter a food stamp sale, follow these steps:


2. Select EBT.

3. Slide the card through the card reader. Connect fills in the information for the Card Number, Expiration Date and Card Holder fields. Enter information into the remaining fields. See EBT Card Field Descriptions on page 52 for more information. Actual fields that display may vary depending on the merchant setup.

4. Click Process.




6. Have the customer enter his/her PIN and press enter on the PIN Pad. The approval displays. You can print a receipt by clicking the Print Receipt field.

See EBT Card Field Descriptions on page 52 for more information.



Food Stamp Sale Receipt

See EBT Card Transaction Receipt Field Descriptions on page 53 for definitions of the fields on this receipt.



Cash Benefit Sale Transaction

Use a cash benefit sale when a customer uses an EBT card to purchase items at retailers and receive cash-back. Heartland Connect records the card information and dollar amount, the customer enters his/her PIN in the PIN Pad and Connect transmits this information to Heartland Payments. Heartland contacts the card issuer, receives an authorization, and displays an approval.


2. Select EBT.

3. Select Cash Benefit.


5. Click Process.


7. Have the customer enter his/her PIN and press enter on the PIN Pad. The approval displays. You can print a receipt by clicking the Print Receipt field. See the Food Stamp Sale Transaction beginning on page 45 for more information on the approval screen and the Food Stamp Sale Receipt on page 47 for a sample of a receipt.



Food Stamp Voucher Transaction

Use a food stamp voucher when a food stamp sale could not be submitted to Heartland for authorization, usually because the transaction had to be authorized over the phone using voice authorization. The food stamp voucher transaction adds the voice-authorized transaction to the batch. This transaction requires the approval code and voucher number.


2. Select EBT.

3. Select Food Stamp Voucher.

4. Enter the required information. See EBT Card Field Descriptions on page 52 for more information. Actual fields that display may vary depending on the merchant setup.

5. Click Process.

6. You can print a receipt by clicking the Print Receipt field. See the Food Stamp Sale Transaction beginning on page 45 for more information on the approval screen and the Food Stamp Sale Receipt on page 47 for a sample of a receipt.



Food Stamp Return Transaction

Use a food stamp return to refund credit to the customer for returned items.


2. Select EBT.

3. Select Food Stamp Return.


5. Click Process.





Balance Inquiry Transaction

Use a balance inquiry when a customer wants to know the balance of his/her food stamps/cash benefits.


2. Select EBT.

3. Select Balance Inquiry.

4. Slide the card through the card reader.

5. Click Process.





EBT Card Field Descriptions Field Action

Card Number Swipe the card through the reader or enter the card account number manually.


For manually keyed transactions, enter the expiration date in MMYY format.

Auth Code Enter the approval code for Food Stamp Vouchers.

Voucher Number Enter the voucher number for Food Stamp Vouchers.

Card Holder Enter the name of the cardholder if the card is not swiped.

Amount Enter sale amount.

Cash Back Amount

If applicable, enter cash back amount.


Invoice Number If applicable, enter the Invoice number.





EBT Card Transaction Receipt Field Descriptions Field Description



Date and Time Date and time of the transaction.

Trans Type Type of transaction.

Transaction # PNRef number that uniquely identifies the transaction.

Name Customer’s name.



Card Type Type of card used.

Entry How card number was entered.

Invoice # The invoice number for the order.

AuthCode Authorization number.


Message Message about transaction.

Batch Num Batch number.


Total Amt Total amount of the sale.

Message Agreement message to pay for the goods or services.

Signature Customer signature line.

Receipt Legend Cardholder copy or the Merchant copy.



GETI Check Transaction Processing

Overview

This chapter explains how to process check transactions in Heartland Connect. Heartland Connect supports a check reader attached to the PC or manually keying the checking account number.

You can run the following check transactions:

Check Sale

Check Verify

Check Void

Note: Please contact your Heartland Relationship Manager if you wish to do Check transactions.

Check Sale Transaction

Use the check sale when a customer uses a check as payment for goods or services. Heartland Connect records the check information and dollar amount and transmits this information to Heartland Payments. Heartland contacts the check company, receives an authorization, and displays an approval.



2. Select Checks.



3. Enter information into the required fields. See Check Transaction Receipt Field Descriptions on page 67 for more information.







See Check Transaction Receipt Field Descriptions on page 67 for definitions of the fields on this screen.



Check Sale Receipt

See Check Transaction Receipt Field Descriptions on page 67 for definitions of the fields on this receipt.



Check Verify Transaction

Use the check verify when a customer uses a credit card as payment for goods or services and you wish to “verify” that the check is good. Verification differs from check sale in that the check company verifies that the checking account is not on a negative list but doesn’t guarantee payment if the check bounces. Heartland Connect records the card information and dollar amount and transmits this information to Heartland Payments. Heartland contacts the credit card issuer, receives an authorization, and displays an approval.



2. Select Checks.

3. Select Verify.

4. Enter information into the required fields. See Check Transaction Receipt Field Descriptions on page 67 for more information.






Check Verify Receipt




Check Void Transaction

Use a void to cancel a transaction stored in an open batch. You cannot use the void to cancel a transaction in a closed batch.

Note: If you don’t know the PNRef number for the transaction, you can use the Find function to locate it. See Find Transactions on page 91 for more information on finding transactions.

To void a check, follow these steps:


2. Select Checks.

3. Select Void.

4. Enter the PNRef number from the original transaction and click Process. The approval displays.




5. Heartland Connect prompts you to continue with the void:

6. Click Yes, Void this Transaction. The approval displays.



Transmodus Check Transaction Processing

Overview

This chapter explains how to process Transmodus check transactions in Heartland Connect. Heartland Connect supports manually keying the checking account number only with Transmodus interface.

You can run the following check transactions:

Check Sale

Check Verify

Check Void (Must be done thru Heartland Check Management website)

Note: Please contact your Heartland Relationship Manager if you wish to do Check transactions.

Check Sale Transaction

Use the check sale when a customer uses a check as payment for goods or services. Heartland Connect records the check information and dollar amount and transmits this information to Heartland Payments. Heartland contacts the check company, receives an authorization, and displays an approval.





2. Select Checks.

3. Enter information into the required fields.





Check Sale Receipt



Check Transaction Field Descriptions

Field Action

Name Name as it it appears on the check.

Check Number Check number.

Amount (US $) Enter sale amount.

Bank Routing/Transit

Bank routing or transit number.

Account Number Customer’s account number

Customer ID Customer’s identification number.

Invoice Number If applicable, the invoice number.

Social Security Number

Customer’s Social Security number.

Date of Birth Customer’s date of birth.

Driver’s License Number

Customer’s driver’s license number.

Account Type Checking or Savings.

Check Type Personal or Business.

Phone Number Customer’s primary phone number.

Email Customer’s email address.

Street Address Customer’s street address.

City Customer’s city.

State Customer’s state.

Postal (Zip) Code

Customer’s postal or zip code.

Additional ID1 Additional ID number.

Additional ID1 Type

Type of additional ID, Passport, Military ID, Bar-Coded ID.



Check Transaction Receipt Field Descriptions

Field Description




Trans Type Type of transaction performed.



Phone The customer’s phone number.

Transit # Banking route or transit number.

Account # Account number. Masked for security purposes.

Check # Check number.

Entry Method used to enter check/ACH transaction information: Scanned or Manual.

AuthCode Authorization number assigned by the check host.

Result Displays whether the transaction was APPROVED or DECLINED.

Message APPROVAL or DECLINE.


Total Amt Total amount of the transaction.

Agreement Message

Agreement message to pay for the goods or services.

Signature Signature line.

Printed Name Customer’s name.

Printed Phone Num with Area Code

Customer’s phone number.

Receipt Legend Indicates whether the receipt is the cardholder copy or the merchant copy.



Processing Cash Transactions

Overview

This chapter explains how to process cash transactions in Heartland Connect.

You can run the following cash transactions

Sale

Return (Refund)

Cash Tender Transaction

Use the cash tender sale when a customer uses cash as payment for goods or services. Heartland Connect records the transaction information for reporting purposes

To enter a cash sale, follow these steps:


2. Select Cash.

3. Enter information into the required fields. See Cash Field Descriptions on page 72 for more information.






See Cash Transaction Receipt Field Descriptions on page 73 for more information.

Cash Tender Receipt




Cash Return Transaction

Use the cash return for returned items. Heartland Connect records the transaction information for reporting purposes.

To enter a cash return, follow these steps:


2. Click Cash.

3. Click Cash Return:

4. Enter information into the required fields. See Cash Field Descriptions on page 72 for more information.




See Cash Field Descriptions on page 72 for more information.



Cash Return Receipt

See Cash Transaction Receipt Field Descriptions on page 73 for more information.

.



Cash Field Descriptions Field Action

Date Transaction date.

Time Transaction time.

Subtotal Enter sale amount.

Tax Amount If applicable, enter tax amount.

Tip Amount If applicable, enter tip amount.

Shipping Amount If applicable, enter shipping amount.


Invoice # If applicable, enter the invoice number.

User ID User who processed the transaction



Cash Transaction Receipt Field Descriptions Field Description




Trans Type Type of transaction: Sale, Credit.


Invoice # Invoice number.


Message CAPTURED.

Description Description of goods or services.

Total Amt Total amount.

User ID User who processed the transaction



Processing Recurring Billing Transactions

Overview

Recurring billing is used to bill a cardholder or check holder periodically for expenses. With recurring billing, you can do the following:

Add customer

View customers

View Contracts

Recurring Billing Reports

Recurring ACH is only used if you are set up for the ACH check service program. This is a “checkless” processing technique in which merchants receive payment for products or services directly from their customers’ accounts. The customers are required to provide their checking account information in order to set up recurring ACH.


To setup recurring billing or recurring ACH, follow the steps below:

Add a Customer

To add a customer, follow these steps:

1. From the Main Menu, select Recurring Billing.

2. Select Add Customer.



Field Action

Customer ID Unique ID to identify the customer.

First Name Customer’s first name.

Last Name Customer’s last name.

Company Name of the customer’s company. *Not Applicable for Health Care industries. Field will be disabled

Title Customer’s title. *Not Applicable for Health Care industries. Field will be disabled

Department Department at the customer’s site. *Not Applicable for Health Care industries. Field will be disabled

Email Customer’s email address.

Daytime Phone Customer’s daytime phone number.

Evening Phone Customer’s evening phone number.

Mobile Phone Customer’s mobile phone number.

Fax Customer’s fax number.

Status Active or Inactive.

Address Line 1-3 Enter up to 3 lines of address information.

City, State, Province, Postal (Zip) Code

City, state, and zip or postal code.

Country Use the drop-down box to select the country. Note: If you are a healthcare provider, please ensure that patient demographic information is not stored as this would violate HIPAA.

3. Click Add Customer. The Primary Contact screen displays:



Credit Card Information

To add credit card information, do the following:

1. From the Primary Contact screen, select Add Credit Card or ACH.

2. Select Credit Card.

3. Enter the credit card information and enter the address information. You can also choose the ‘Copy Address From Customer’ feature and that will carry over the address that you inputted during the Customer Setup step.

4. You can use the Verify tab to verify that a Visa card is valid prior to proceeding with the Credit Card information. You can utilize this tab for other entitlements (MasterCard, AMEX & Discover) as well for validating the customers Zip Code.

o Note: When using the Verify option, zip code is required for all non-Visa cards. Non-Visa cards will only receive zip code verification.

5. To use the payment information for a later time, click Save Payment Info to return to the Primary Contact screen. If you want to charge the customer right now, select Charge Now.

6. If you selected Charge Now, enter the amount:



7. Click Charge & Save Payment Info.

8. The approval displays.




See Credit Card Field Descriptions on page 32 for definitions of the fields on the approval screen.



Recurring Billing Receipt




Check/ACH Information

To add check/ACH information, do the following:

1. From the Primary Contact screen, click Add Credit Card or ACH.

2. Select ACH.

3. Enter the Name, Banking Routing/Transit, Account Numbers, and Address. Indicate the Type of Account and add the Driver’s License and Social Security Numbers.

o Note: To quickly insert the Customer Information, you may choose the ‘Copy Address From Customer’ option and that will bring over the Name, State, Zip Code, Street Address and City from the Customer Setup section.

4. To use the payment information for a later time, click Save Payment Info to return to the Primary Contact screen. If you want to charge the customer right now, select Charge Now.

5. If you selected Charge Now, enter the amount:



6. Click the Charge & Save Payment Info.

7. The approval displays.






Recurring Check Billing Receipt




Contract Information

To add contract information, follow these steps:

1. From the Primary Contact screen, select Add Contract. The following screen displays:

Field Action

Contract ID Unique ID to identify this contract.

Contract Name Name of the contract.

Start Date Use the calendar option to select a start date for the contract.

Number of Payments

This option will only appear if the “Have Connect automatically calculate…” option is flagged. Once flagged, the recurring billing program will allow you to input the number of payments that you want to accept from the customer.

End Date Use the calendar option to select an end date for the contract.

Subtotal The amount of the contract.

Tax The tax amount for the contract.



Field Action

Amount Due Each Payment (Read Only)

The total amount of the contract.

Status Active or Inactive.

Which Account should be Billed for this Contract?

Use the drop-down box to select which account to bill for this contract.

Add New Credit Card or ACH Info

Select to add new payment information for this contract.

Execute this Contract

From the drop-down list, select how often this contract should be executed.

If a transaction is ever declined . . .

Indicate how many times Heartland Connect should attempt to reprocess declined transactions for this contract. A zero (0) means do not reprocess.

Would you like to receive a confirmation e-mail . . .

Indicate if you would like to send an email for approved transactions. The email used is what was provided to Heartland for when the Merchant account was setup within Heartland Connect

Would you like to receive a confirmation e-mail . . .

Indicate if you would like to send an email for declined transactions. The email used is what was provided to Heartland for when the Merchant account was setup within Heartland Connect

Would you like transaction receipts to be E-mailed to the customer?

Indicate if and when you would like to send an email to the customer for transactions.

2. If you chose to have Connect automatically calculate the End Date based on the Number of Payments entered, then once you choose “Add Contract”, a verification screen will appear and will display the End Date. You will have the option to edit the Number of Payments and Recalculate the End Date or Accept and Continue.



3. Click Add Contract. The following screen displays:

*Note: Here you can Print a Contract or Print the entitlement Card Payment Info. This is for your convenience if you wish to utilize these features



View Customers

To view recurring billing customers, follow these steps:


2. Select View Customers. The Find Customers screen displays:

3. In the Search By field, use the drop-down box to select how you want to search:

4. Depending on your search criterion, enter the value in the Search Value field.

5. Select Active Customers, Inactive Customers or All Customers.

6. Click Find Customer(s).



7. Click the Customer ID of the customer you want. The selected customer displays.

*Note: Here you can Print a Contract or Print the entitlement Card Payment Info. This is for your convenience if you wish to utilize these features



View Contracts

To view contract information, follow these steps:


2. Select View Contracts. The View Contracts screen displays:

3. You can enter information in any of the search fields or simply leave them blank and click Find Contract(s) to display a list of all contracts.

*Note: You can also Print a Contract. This is for your convenience if you wish to utilize this feature

4. Choosing the Payment History option will display all transactions that were initiated by that particular customers recurring billing cycle. Here the user can also download the payments into a Tab-Delimited File if they wish. The Tab-Delimited File can also be converted into an Excel doc as well.



5. Click the Contract ID of the contract you want. The selected contract displays.



Recurring Billing Report

The recurring billing report lists all the recurring billings you have done.

To view the Recurring Billing Report:


2. Select Billing Report.

Field Action

Transaction Status

Choose All, Approved, or Other.

Customer ID Enter the customer ID for a report on a specific customer.

Billed Amount, $ Choose Is Equal To, Is Greater Than, or Is Less Than and the billed amount.

Date Range, From

Choose All, Month-to-Day, Previous Month, Last 30 Days, Last 60 Days, Last 90 Days, or Year-to-Day. Type in the range of dates in MM/DD/YYYY format.

Pay Method Choose All, Credit Card, or ACH.

3. Click Find Billing(s).



Recurring Billing Expiration Report

The expiration report lists all customers whose credit cards will expire in a specified timeframe. The report will show all customers (Customer ID optional) where a contract is billed with a card that has/will expire in the specific time frame. This report will only pull data back from customers that have a Contract associated to them.

To create this report, follow the steps:


2. Select Expiration Report.

Field Action

Customer ID Enter the customer ID for a report on a specific customer.

Expiration Dates (MMYY), From

Choose Current Month or Next Month and the expiration date range in MMYY.

Status Choose All, Active, Inactive, or Pending.

3. Click Find Expired Items.



Find Transactions

Overview

This chapter explains how to find in a batch do can do the following transactions:

Void

Refund

Repeat Sale

Adjustment

Find Transactions

To use the find function, follow these steps:

1. From the Main Menu, select Find Transactions.

2. Depending on the type of transaction you are trying to find, select Credit, Debit, EBT, Check, or Cash.

3. You can narrow your search in a number of ways or you can simply leave the fields blank to see all transactions.

You can select a pre-defined date range from the Date Range drop-down list.

You can modify Start Date and End Date.

You can use the calendar to select a particular date. Or, use the ≤ or ≥ links in the month bar to switch the month, and click on any date link in the calendar for a particular date.



4. Fill in the transaction information for the rest of the filter fields. The less information you enter, the more matches you will get.

Choose a Transaction Type (Trx Type) from the drop-down list.

Choose the option to Exclude Void transactions or not (by default, this box is checked).

Choose a card Payment Type from the drop-down list.

Choose a Status from the drop-down list.

5. Click Submit.

Field Description

Ref # The reference number (PNRef) assigned to each transaction.

Customer ID Identifies a customer.

Inv # Invoice number associated with the transaction.

Date The date and time the transaction was processed.

Result The response. APPROVED, DECLINED, etc.

Payment Type Card type. VISA, MASTERCARD, AMEX, etc.

Account Type Card type. VISA, MASTERCARD, AMEX, etc.

Account # Last 4 digits of the card account number.


Type Type of transaction. Sale, ForceCapture, Credit, Void, etc.

Status Status. APPROVAL, etc.

Approval Code Approval Code from Heartland.

Auth Amt The dollar amount.

Capture Amt The amount captured for settlement.

Tip Amt The tip amount.

User The name of the user who processed the transaction.

Register The register number used for the transaction.

PO Num # The PO number.

Description If entered, the Description Name entered at the time of sale will appear.



Reporting

Overview

This chapter explains how to display and print summary and detail reports:

Card Type Summary or Detail report

Payment Type Summary or Detail report

Date Range Summary or Detail report

User Summary or Detail report

Full receipts review/reprint

Individual transactions review/repeat/reprint receipt

Current batch

Previous batch

Transaction Summary and Detail Reports

You can print summary and detail reports.

Summary Report

To print a summary report, follow these steps:


2. Select Summary.

3. You can narrow the range for the report in a number of ways or you can simply leave the fields blank to see all transactions.






You can choose by the User who entered the transaction.

You choose by the Register.

4. Click Submit.

For each payment type (Credit, Check, Debit, EBT), the report shows activity by transaction type (Auth, Credit, Sale, etc.), as well as settlement information.

Field Description

Card Type Card type.

Sale Count Total number of sales for each tender type.

Sale Amount Total amount of sales for each tender type.

Return Count Total number of returns for each tender type.

Return Amount Total amount of returns for each tender type.

Total Amount Net amount (sales – returns) for each tender type.

Trans Type Transaction type.

Trans Count Total number of transactions for each transaction type.

Amount Dollar amount of a sale.

Auth Amount Dollar amount of an approval or authorization request.

Tip Amount Dollar amount of tips.

Capture Amount Captured amount.



Field Description

Settle Count Total number settled for each transaction type.

Settle Amount Total settled amount for each transaction type.

5. To print this report, use print button or click File – Print in the browser.

Detail Report

To run a Detail Report, follow these steps:


2. Select Credit, Debit, EBT, Check or Cash.

3. You can narrow the range for the report in a number of ways or you can simply leave the fields blank to see all transactions.




4. You can also use the filter fields to narrow the report or leave them blank for all transactions.

5. Click Submit.



Field Description

Ref # The reference number (PNRef).

Customer ID Customer ID.

Inv # Invoice number.

Date Transaction date.

Result Response (APPROVED, DECLINED, etc.).

Payment Type VISA, AMEX, EBT, etc.

Account Type VISA, AMEX, EBT, etc.

Account # Last 4 digits of the account number.

Transit # Routing/Transit Number.

Check # Check number.

Name Customer’s name.

Type Sale, Authorization, Credit, etc.

Amt Check amount.

Status APPROVAL

Approval Code Approval or error code.

Auth Amt Authorization amount.

Capture Amt Captured amount.

Tip Amt Tip amount.

User User that processed the transaction.

Register Register number.

PO Num # Customer’s PO number.

Description If entered, the Description Name entered at the time of sale will appear.

6. To print this report, use print button or click File and Print in the browser.

7. Click the Ref # field (PNRef) to display additional information about a transaction.



Exporting Reports

You can export your detail report to several formats:

XML

Tab Delimited

PDF

Excel

Exporting

To export a report, follow these steps:

1. Run a Detail Report. See Detail Report on page 95 for more information.

2. Select the desired format from the Report Format drop down box.

3. Click Download.

4. Click Open to view the file immediately, or click Save to save the report.



XML Sample

Tab Delimited Sample

PDF Sample

Excel Sample



Batch Review

You can review summary information for the current and previous batches.

Current Batch Summary

To print a summary report of the current batch, follow these steps:

1. From the Main Menu, select Current Batch.

2. Select Summary.

Field Description

Payment Type Payment types.

Deposit Amt Total amount of sales for each payment type.

Deposit Qty Total number of sales for each payment type.

Return Amt Total amount of returns for each payment type.

Return Qty Total number of returns for each payment type.

Net Amt The net amount (sales – returns) for each payment type.

Net Qty The net quantity (sales – returns) for each payment type.




Previous Batch Summary

To print summary report on the previous batch, follow these steps:

1. From the Main Menu, select Current Batch.

2. Select Host Batch Info.

3. Select the batch. Enter 0 (zero) for the current batch or 1 for the previous batch in the Batch Sequence Number field.

4. Click Submit.

Field Description

Tender Type Payment types.

Sale Count Total number of sales for each tender type.

Sale Amount Total amount of sales for each tender type.

Return Count Total number of returns for each tender type.

Return Amount Total amount of returns for each tender type.

Total Count Total number of sales and returns for each tender type.

Total Amount Net amount (sales – returns) for each tender type.




End of Day Settlement You should settle the batch daily. There are two different settlement methods:

Auto close: Heartland Connect automatically closes the batch at a pre-arranged time.

Manual: The merchant manually settles the batch.

To settle the batch manually, follow these steps:

1. From the Main Menu, select End of Day.

2. Select CC/DBT.

3. Click Close Batch.



Batch Upload

To upload a batch file, follow these steps:

1. From the Main Menu, select Tools.

2. Select Batch Upload.

3. Select the file type from the drop-down box. Tab Delimited is the default.

Note: As the warning indicates, once you upload a batch file, changes in reports may not change immediately because the host processes batch files every hour on the hour.

4. Click Browse to find and upload the file.

5. Click Upload.

Batch Import You can manually upload a batch from an excel file, known as Tab Delimited. The purpose of this function is to import the file into Heartland Connect so you can upload it to Heartland.

Note: The maximum number of transactions in any batch upload is limited to 990 transactions that are uploaded for settlement and deposit.

Batch Upload Format Example The following example is for a Batch Upload using Excel.

Note: If the file is already in tab delimited format, skip to the notepad section and continue.

These are the fields for uploading to Heartland Connect. Note the required fields column.



1. Format the cells in Excel as follows:

A. Text B. Text C. Text. D. Number, 2 Decimal places E. Text F. Text G. Text H. Text I. Text J. Number, 2 Decimal places K. Text L. Text M. Text N. Text O. Text P. Text

The following example shows the Excel spreadsheet:

2. Click Save As.



3. Select location to save file. Select Tab Delimited as the Save as type..

4. Click Save.

5. Click OK.



6. Click YES. This saves the file in notepad in tab delimitated format.

7. From the main menu in Heartland Connect, select Tools.

8. Select Batch Upload.



9. Select Tab Delimited in File Format

10. Click Browse and locate the file you want to upload.



11. Click Upload.

Note: Once you upload a batch file, the executable called OfflineBatch.exe completes the job. The executable scans for ready batch files and then processes the transactions it finds, readying them for settlement. Once you enable this process, it is automatic. The server processes batch files every 20 minutes on the hour. Until that time passes, you cannot see the transaction until after the batch is run.

**If the batch upload was NOT successful you will see an error message display on the screen, and you will also receive an email notification to the merchant email address on file that it was not successful. Please correct any errors and resubmit the entire batch upload, no transactions will have processed.**



Connect Setup This chapter explains how to set up Connect for the following functions:

Security

Add New User

Find and Edit Users

Change Password

Receipts Setup

Security Setup

Heartland Connect allows merchants to set up security for each function. There are four different security levels, with Level 1 allowing the least access and level 4 the most access. Level 1 functions are for clerks and level 4 are for supervisory staff. As an example, if a user is setup with Level 3 access, they can perform tasks of a user that has 1, 2 and 2 security level access. Level 4 access users can perform all tasks listed in the Security Settings.

To set up security, follow these steps:

1. From the Main Menu, select Preferences.

2. Select Security.



3. Use the drop-down box next to each item to select the proper security level required for users to access this function. 1 is the lowest (least access) and 4 is the highest (most access).

Security Settings Description

Sale User can perform a basic Sale transaction

Return User can perform a Return/Refund transaction

Pre-Auth User can perform a Pre-Authorization transaction

Force-Auth User can perform a Force-Authorization (aka Post Auth) transaction

Activate User can activate a Gift Card (if applicable)

Deactivate User can inactivate a Gift Card (if applicable)

Redeem User can Redeem a Gift Card (if applicable)

Refund User can Refund a Gift Card (if applicable)

Reload User can Reload a Gift Card (if applicable)

Void User can Void a transaction

Adjustment User can adjust the transaction amount (typically used in restaurant settings)

Inquiry User can Inquiry a Gift Card for balance (if applicable)

Reports User can view Reports within Connect

End-of-Day User can manually settle the current batch

User Admin Users can access the Manage Users folder

Change Security

User can change the Security Settings

Tools User can access the Tools folder, which houses the Batch Upload option and Receipt Templates

Preferences User can access the Preference folder, which houses the ability to setup devices, change the password and modify security settings



Current Batch User can view the Current Batch within Connect

Batches User can view previously settled batches

Add New User

Each person requires a separate login. To add a new user, follow these steps:

1. From the Main Menu, select Manage Users.

2. Select Add.

Field Action

User Name User’s name.

Security Level User’s security level. This user will only have access to functions that you assigned to this level in Security Setup on page 108.

System Level You cannot change this field.

First Name User’s first name.

Last Name User’s last name.

Phone Number User’s phone number.

Email Address User’s email address.

Street Address 1 First line of user’s street address.

Street Address 2 Second line of user’s street address.

City User’s city.

State Select the state from the drop-down list.

Province User’s province, if applicable.

Postal Code User’s postal code.

Country Select the user’s country from the drop-down list.

Time Zone Use the drop-down list to select the user’s country.



3. Click Save User.

Find and Edit Users

To find a user, follow these steps:

1. From the Main Menu, select Manage Users.

2. Select Find/Edit.

3. You can enter as much or as little information as you want. Click Find.

4. You can use the and arrows under each column name to sort the list. To manage the user, click User Name.



5. To edit this user, click Edit User.

6. Make any changes and click Save User. See Add New User on page 110 for more information.



Change Password

New users have to change their password the first time they login. To change the user password, follow these steps:


2. Select Password.

3. Enter your Current Password, New Password, and then Verify New Password. For compliance, use strong passwords: it must be a minimum of 8 characters and include at least one digit (0-9), one lower case letter (a-z) and one upper case letter (A-Z). Only alphanumeric characters are allowed and your password must not contain any special characters.

4. Click Change Password.



Receipt Setup

To create a message for printing on receipts, follow these steps:

1. From the Main Menu, select Tools.

2. Select Receipt Templates.

3. Enter the message for receipts. Click Save.



Device Setup

Overview

This chapter describes how to set up a card swipe, PIN Pad, check readers, and printers.

Card Reader Setup

Heartland Connect supports any card reader that can attach to the computer, USB, serial, or keyboard wedge. The USB and Wedge card readers require no special setup; Windows automatically recognizes these and installs the software to make them work. The only card reader that requires special setup is the serial.

To install the USB card reader, simply plug the cable into any available USB slot on your PC. Once Heartland Connect identifies the device, you can start to use it.

Displayed is a MagTek Card Reader (USB)

Displayed is a Heartland E3 Card Reader (USB)

The serial card reader plugs into the serial port on your PC. If your PC does not have a serial port, you will need to use a USB to Serial Convertor. See USB to Serial Converter Setup (Windows XP) on page 127 for more information for the Windows XP operating system or USB to Serial Converter Setup (Windows Vista on page 132 for the Vista operating system.

Serial Card Reader Setup in Heartland Connect

To set up a serial card reader in connect, follow these steps:

Note: USB card readers do not require and special setup. Just plug and play




2. Select Device Setup.

3. Use the drop-down list in the Card Reader Type to select Serial.

The default settings should work. Serial ports are always COM Port 1. If you are using a USB to Serial Convertor, you will need to find the com port for the COM Port field. See Check Your COM Port (Windows XP) on page 169 or Check Your COM Port (Windows Vista) on page 171 for more information.

4. Click Save.



PIN Pad Setup

Heartland Connect supports the Verifone 1000SE PIN Pad.

Note: If you do not have a serial port on your PC, you will need to use the USB to Serial Converter. See USB to Serial Converter Setup (Windows XP) on page 127 for instructions for Windows XP or USB to Serial Converter Setup (Windows Vista) on page 132 for Windows Vista. Also see USB to Serial Converter PIN Pad Settings on page 135 for the settings to use for the USB to Serial Converter with the PIN Pad.

1. Connect the Pin Pad 1000se to the Serial to Pin Pad 1000se Connector.

2. Connect the Serial to the Pin Pad 1000se Connector to the Power Adaptor.

3. Connect the Power Adaptor to a power source.

4. Connect the Serial Connector to the Serial Port on back of PC.

Locate Serial Port on PC

Pin Pad 1000se

Power Adaptor for Serial to Pin Pad 1000se

Serial to Pin Pad 1000se Connector (1)

(2)

(3)

(4)



PIN Pad Setup in Heartland Connect

To set up the PIN Pad in Connect, these steps:



3. Select Pinpad.

4. Use the drop-down list in the Pinpad Type field to select Verifone 1000.

5. Select DUKPT.

6. Use the drop-down list in the Flow Control field to select Software. The setup window should look like this:



7. If you are using a USB to Serial Convertor, you will need to find the com port for the COM Port field. See Check Your COM Port (Windows XP) on page 169 or Check Your COM Port (Windows Vista) on page 171 for more information. Also see USB to Serial Converter PIN Pad Settings on page 135 for the settings to use for the USB to Serial Converter with the PIN Pad. When you are done, click Save.



Mini MICR Reader Setup

The Mini MICR Reader reads the magnetic ink on a check for the bank routing and checking account information. This information identifies the check writer’s bank account. A MICR reader can be used with the eBronze program through GETI check services.

Caution

Do not place the MICR Reader or MICR Imager within 6 inches of a computer monitor or power supply. These devices may cause undesirable interference with the check reading operation.

1. Connect the Connector Cable to the Mini MICR.

2. Connect the serial end of the Connector Cable to your PC

3. If you are using the USB to Serial Converter, connect the serial end of the Connector Cable to the convertor cable and the other end of the convertor cable to USB port on your PC.

4. Connect the Power Cord to a power outlet.

Important

If the Mini MICR Check Reader was purchased from Heartland, it comes configured to work with GETI Check Services. For information on other card services, contact Heartland Payment Systems.



Mini MICR Setup in Heartland Connect

To set up the Mini MICR in Connect, these steps:



3. Select Check Reader.

4. Use the drop-down list in the Check Reader Type field to select Serial Reader.

5. The default settings should work. If you are using a USB to Serial adapter, you will need to find the com port for the COM Port field. See Check Your COM Port (Windows XP) on page 169 or Check Your COM Port (Windows Vista) on page 171 for more information. Also see USB to Serial Converter Mini MICR Reader Settings on page 136 for the settings to use for the USB to Serial Converter with the Mini MICR Reader. When you are done, click Save.



MICR Imager Setup

The MICR Imager records a digital image of the check. The image can then be used as the ‘substitute check’ and further assist in the collection process should the check bounce. A check imager is required to be used with the eSilver program through GETI check services.

1. Connect the Connector Cable to the MICR Imager

2. Connect the Serial End of the Connector to the PC.

3. If you are using the USB to Serial Converter, connect the serial end of the Connector Cable to the convertor cable and the other end of the convertor cable to USB port on your PC.

4. Connect the Power Cord to power outlet.

IMPORTANT:

The MICR Image device must be configured before use.

(Example of Serial Connection)



MICR Imager Setup in Heartland Connect

To set up the MICR Imager in Connect, these steps:



3. Select Check Reader.

4. Use the drop-down list in the Check Reader Type field to select Magtek MICR Imager and use the following settings:

6. If you are using a USB to Serial Convertor, you will need to find the com port for the COM Port field. See Check Your COM Port (Windows XP) on page 169 or Check Your COM Port (Windows Vista) on page 171 for more information. Also see Windows 7 & Vista Drivers

7. The Windows 7 and Vista Drivers for Heartland Connects supported hardware (Serial-to-USB cable, Epson and Star Printers) can be found in the Drivers tab of Device Setup which is housed under the Preferences folder.



In order to download the applicable driver, simply click on the hyperlink needed and follow the prompts.

8. USB to Serial Converter MICR Imager Settings on page 137 for the settings to use for the USB to Serial Converter with the MICR Imager. When you are done, click Save.



Check Reader Control Download

The check readers require special software before they will work with Heartland Connect. To install this software, follow these steps:

1. After you select the type of check reader installed, click Download Check Reader Control. The following window displays:

2. Click Save or Run.

3. Download setup.exe file.

4. Run setup.exe.



5. Click Next.

6. Click Install.

7. Click Finish. Your Check Card Reader is now installed.



Install Check Reader ActiveX Controls

In order for the check reader to work correctly with Internet Explorer, you have to install special ActiveX controls. The first check transaction you do, Heartland Connect prompts you to install the ActiveX control. Click Install. You are now ready to perform a transaction.

USB to Serial Converter Setup (Windows XP)

The USB-to-Serial Convertor is required for merchants who do not have a serial port on their PC and are using a device that has a serial port. The following instructions detail how to install the USB to Serial Convertor in Windows XP.

To install the USB Serial Converter in Windows XP, do the following:

1. Plug the USB to Serial Converter into an available USB port.

2. The Found New Hardware Wizard displays and prompts you to connect to Windows Update to search for software.

3. Select No, not this time. Click Next. The wizard prompts for installation information.



4. Select Install from a list or specific location (Advanced). Click Next.



5. The wizard prompts for search and installation options.

Select Search removable media (floppy, CD-ROM…). Click Next.



6. The software is installed and the wizard displays an installation complete message.

Click Finish to complete installation of the USB Serial Converter.

USB to Serial Installation Verification (Windows XP)

Note: The parameters for the port setting differ depending on the device. Therefore, the settings have to match the settings required for the device. See the settings for the device you are setting up.

To verify installation and setup, do the following:

1. From the Start menu, select Control Panel.

2. If the Control Panel is in Category view, click Switch to Classic View in Windows XP or Classic View in Windows Vista.

3. Select System.



4. Select the Hardware tab and then select Device Manager.

5. Click the + next to Ports (COM & LPT) to expand the list. The Prolific USB-to-Serial Comm Port should display.

6. Note the port number (COM5 in the example) because you will need it to install your peripherals. Right-click on Prolific USB to Serial Com Port and select Properties.

7. Select Port Settings.



USB to Serial Converter Setup (Windows Vista)

The USB to Serial Converter is required for merchants who do not have a serial port on their PC and are using a device that has a serial port. The following instructions detail how to install the USB to Serial Converter in Windows Visa.

To install the USB to Serial Converter, do the following:

1. Plug the USB to Serial Converter into an available USB port.

2. Select Locate and install driver software (recommended).



3. Insert the mini CD you received with the converter. Windows begins copy the necessary files:

4. When displays a message that the installation is complete.

5. Click Close.

USB to Serial Installation Verification (Windows Vista)

Note: The parameters for the port setting differ depending on the device. Therefore, the settings have to match the settings required for the device.

To verify the installation and setup, do the following:

1. From the desktop, right-click on Computer. Click Properties.

2. Click Device Manager in the Tasks panel.



3. Click the + next to Ports (COM & LPT) to expand the list.

4. Note the port number (COM5 in the example) because you will need it to install your peripherals. Right-click on Prolific USB-to-Serial Com Port and select Properties.

5. Select Port Settings.

8. Use the following settings for the fields on this screen:

Bits per second: 9600

Data bits: 8

Parity: None

Stop bits: 1

Flow control: None

6. Click OK.

7. Exit the Device Manager and Control Panel.



USB to Serial Converter PIN Pad Settings

Use the following settings if you are using the USB to Serial Converter for the PIN Pad.

Use the following settings for the fields on this screen:


Data bits: 7

Parity: Even

Stop bits: 1

Flow control: None



USB to Serial Converter Mini MICR Reader Settings

Use the following settings if you are using the USB to Serial Converter for the Mini MICR Reader.



Data bits: 8

Parity: None

Stop bits: 1

Flow control: None



Windows 7 & Vista Drivers

The Windows 7 and Vista Drivers for Heartland Connects supported hardware (Serial-to-USB cable, Epson and Star Printers) can be found in the Drivers tab of Device Setup which is housed under the Preferences folder.

In order to download the applicable driver, simply click on the hyperlink needed and follow the prompts.



USB to Serial Converter MICR Imager Settings

Use the following settings if you are using the USB to Serial Converter for the MICR Imager.



Data bits: 8

Parity: None

Stop bits: 1

Flow control: None



Epson Printer Drivers Installation (Windows XP) **Important**- All open documents must be closed and saved or they will be lost. All open programs should be closed to ensure a complete installation of the print drivers. Please do not connect the EPSON TM-T88IV printer to your computer until the installation is complete

1. Go to www.bluestarinc.com/techsupport/epson

2. Choose Epson Drivers

3. Choose Windows Drivers

4. Save the APD_EWM.zip file

5. Click on the APD_E file

6. Choose Run

7. Choose Next

8. Accept the License Agreement and choose Next



9. Choose Standard setup and Next

10. Choose ‘Add’ when the Printer Configuration appears



11. Choose EPSON TM-T88IV Receipt and a Port Type of Create a USB Port and choose Next

12. The TM-T88IV printer should now show in your available printers. Now choose Next



13. Choose Next

14. Epson Advanced Printer Drivers will begin installing (this may take several minutes)



15. Once the drivers are installed, choose Finish

16. Restart the PC



Epson Printer Drivers Installation (Windows Vista) **Important**- All open documents must be closed and saved or they will be lost. All open programs should be closed to ensure a complete installation of the print drivers. Please do not connect the EPSON TM-T88IV printer to your computer until the installation disk has completed the install and your computer is re-started.

1. Insert the CD in the CD Rom and click Next.

2. Select I accept the terms of the license agreement and click Next.



3. Select Standard and click Next.

4. Click Add.



5. Make the following selections and click Next.

Select driver: Epson TM T88IV Receipt

Printer name: Epson TM T88IV Receipt

Port Type: Epson TM T88IV Receipt

Set as Default Printer: Create a USB port

6. Click Next.



7. Click Next.

8. Files are copied.



9. Click Finish.



Epson Printer Setup in Heartland Connect

This section provides hardware installation instructions for the Epson TM-T88IV receipt printer.

1. From the Start menu, select Printers and Faxes.

2. Locate the Heartland Connect/Access Receipt Printer. Right-click the icon and select Set as Default Printer.



Epson Printer Page and Margins Setup

1. From the Heartland Connect Internet Explorer main screen, select File and Page Setup.

2. Make the following selections and click OK:

Paper Size: Roll Paper 80 * 297 mm

Header and Footer fields blank.

Margin Fields are zero (0).

Receipt printing is now ready for Heartland Connect.



Star Printer Setup

The Star TSP100 USB Receipt Printer is a versatile, innovative receipt printer. It supports Microsoft Vista and has the ability to auto-cut receipts. This receipt printer also comes with software that allows it to add images to receipts.

1. Make sure the printer is turned off.

2. Connect the USB Cable to the printer. Do not connect it to the computer at this time.

3. Connect the required peripheral cable between the printer’s peripheral connector and your computer. The peripheral cable must meet the requirements shown in the manufacturer’s documentation. (The USB Cable is supplied with printer.)

4. Load the roll paper. Be sure to use roll paper that matches the printer’s specification.

5. Push on the cover open lever and open the printer’s cover.

6. Properly orient the paper roll according the following figure.

7. Set the roll paper slot into the roll paper groove and then pull the leading edge of the paper toward the front of the printer, leaving some excess to hang over the front of the printer.

Cover Open Lever



8. Close the printer’s cover and then push down both sides of the printer cover making sure that the cover is securely closed. Leave the excess roll paper for now, because when the printer’s power button is pressed the cutter automatically cuts the paper.

9. Connect the USB cable from the printer to the computer.



Star Printer Drivers Installation (Windows XP) NOTE: A Windows dialog may display on your computer if the printer is powered up.

1. Insert the supplied CD-ROM (Drivers and Utilities for Windows) into the computer’s CD-ROM drive. The InstallShied Wizard displays.

2. Click Next. The TSP100 Setup window displays.

3. Click Next. The next TSP100 Setup window displays.



4. Enter your name and the name of the organization. Click Next. The next TSP100 Setup window displays.

5. Select Typical. Click Next. The next TSP100 Setup window displays.



6. Click Install. The software installs.

7. Click Finish.



8. Plug the TSP100 into a power outlet and an available USB port on your PC. Turn on the printer and press the power switch.

9. The following icons displays in your system tray.

10. Windows installs the necessary software and indicates the printer is ready for use.

NOTE: It is highly recommend that you unplug the printer from the power receptacle whenever you do not plan to use it for long periods of time.



Star Printer Drivers Installation (Windows Vista from CD) 1. Insert the supplied CD-ROM (Drivers and Utilities for Windows) into the

computer’s CD-ROM drive.

2. If prompted, click Allow

3. From the Start menu, click on Computer.

4. Right-click on CD ROM drive and select Explore.

5. Double-click Win2K_XP folder.

6. Double-click Setup.

7. If prompted, click Allow. Installation begins.



8. The TSP100 Setup window displays.

Click Next. The next setup screen displays:



9. Enter your name and the name of the organization. Click Next. The next TSP100 Setup window displays.

10. Select Typical. Click Next. The next TSP100 Setup window displays.



11. Click Install. The next TSP100 Setup window displays.

12. Click Finish.

13. Plug the TSP100 into a power outlet and an available USB port on your PC. Turn on the printer and press the power switch.

14. The following icons displays in your system tray.



15. Windows installs the necessary software and indicates the printer is ready for use.



Star Printer Drivers Installation (Windows Vista .Zip File)

You can download the printer drivers for the Star printer from the Internet and then install them on your PC. Follow these steps:

1. Plug printer into USB port

2. Click on the following link:

http://www.starmicronics.com/uploads/download%20files/TSP100%20Vista%20Support%20driver%203.0.zip

3. The File Download window displays. Click Open.

4. Click Extract all files at the top of the page.

5. Click Extract.



6. Extraction begins.

7. Double-click setup.

8. Click Run.



9. Click Continue. See Star Printer Drivers Installation (Windows Vista from CD) on page 157 for more instructions.



Star Printer Setup in Heartland Connect

1. From the Start menu, select Printers and Faxes.

2. Locate the Star Micronics TSP 100. Right-click the icon and select Set as Default Printer. Then select Properties.

Star Printer Properties

1. Click Devices. Click the + (plus sign) to expand the Installable Options. On the drop-down box for Document Cut Type, select Partial Cut.

2. Click OK.

3. Click TSP Config.

4. Click Launch Configuration Application. The Select a Printer window displays.

5. Click Star Line Mode (default) and click OK. The Select An Emulation window displays.

6. Click Star Line Mode (default) and click OK. The Star Micronics TSP 100 Configuration (Star Line Mode) window displays.

7. In General Settings, use the following settings:



Zero Style: Standard (0) or Slashed Ø)

Line Spacing: 4mm adds 1 mm line between each line of characters: 3 mm omits any line spacing.

Print Width: 72mm uses 4 mm left and right margins on 80 mm roll paper; 51mm uses 3.5 mm left and right margins on 58 mm roll paper.

8. Click Apply Changes.

Star Printer Second Copy Printing Setup

If applicable to your application setup- second copy printing of receipt:

1. Click on Journal in the list of choices displayed at the left of the window.

2. Click on the First Copy tab and then check the Automatic Multiple Copies and Enable boxes. This step created an original and now you need to copy that original.

3. Click on the Second Copy tab and then check the Enable box.

4. Click the Apply Changes button and then continue with the next step or click the Close button.

Star Printer Receipt Printing Orientation Setup

If applicable to your printer’s orientation (wall mounted/vertical printing position) and desired; setup vertical printing.

1. Click on Vertical Mount in the list of choices displayed at the left of the window.

2. Check the Enable Vertical Mount Mode (reverse printing) box.

3. Click the Apply Changes button and then the Close button.

Note: You do not need to set up the margins in Heartland Connect if you already set them up. Star Printer Print Test

1. Turn off the printer.

2. Press and hold down on the FEED button and then turn on the printer. The printer will run the test print according to the Ver. No., DIP switch settings, and character order.

3. After the printer starts printing, release the FEED button. After a test the printer returns to normal mode.



Install ActiveX Controls

ActiveX controls allow communication between Heartland Connect and your devices. You have to install the required ActiveX Controls for your devices to function correctly.

To install the required ActiveX controls, do the following:

1. In Internet Explorer, click Tools > Internet Options > Security and select Trusted sites

2. Make sure that the following Heartland URL is added to the trusted sites: https://reports.secureexchange.net. If it is not, enter the URL in the Add this Web site to the zone: and click Add.



3. Click OK.

4. Next, verify the Active X settings. Go to Security and click Custom Level. The following settings are recommended to allow for the Active X component to work properly when using check readers.



Check Your COM Port (Windows XP)

To locate the COM Port for your USB-to-serial adapter in Windows XP, do the following:

1. From the desktop, right-click on My Computer.

2. Click Properties.

3. Click the Hardware tab.

4. Click Device Manager. The Device Manager window displays:



5. Click the + sign next to Ports (COM & LPT).

6. Write down the COM port in parenthesis next to USB Serial Port (in the example above, COM3).



Check Your COM Port (Windows Vista)

To locate the COM Port for your USB-to-serial adapter in Windows Vista, do the following:

1. From the desktop, right-click on My Computer.

2. Click Properties.

3. Click the Device Manager in the Tasks panel.

The Device Manager window displays:

4. Click the + sign next to Ports (COM & LPT).

5. Write down the COM port in parenthesis next to USB Serial Port (in the example above, COM3).



Troubleshooting

When processing a transaction I receive the following error message: An error occurred while attempting to process this transaction. Object reference not set to an instance of an object.

o This occurs when a special character is entered within the Virtual Terminal that Connect is unable to process. Remove all indications of a special character and attempt to re-process the transaction

When processing a transaction I receive the following error message: An error occurred while attempting to process this transaction. Value cannot be null. Parameter name: String.

o This is an issue with the file build and requiring Level II date and tax information for commercial cards. Please contact your Regional Servicing Team for assistance.

When processing a transaction I receive the following error message: DECLINE-1005. Transactions not allowed by merchant

o This indicates that you do not allow a repeat sale from being processed. To enable repeat sales, please contact your Regional Servicing Team

When processing a transaction I receive the following error message: An error occurred while attempting to process this transaction. Object referenced not set to an instance of an object

o This error message indicates that a special character, such as the ‘&’ symbol is being used in the Description field. Remove and replace with ‘and’ (for example) and reattempt the transaction

When processing a transaction I receive the following error message: Unable to process: Card Number is truncated

o This is caused by an invalid card number being stored on a profile in recurring billing. Contact your customer to confirm the correct card number.

When processing a transaction I receive the following error message: Layout Indicator Error.

o This is due to the browsers compatibility mode being disabled. To fix, click on the compatibility mode icon located to the right of browsers search bar.

When attempting to print a receipt, I receive the following error: Internet Explorer has modified this page to help prevent cross-site scripting

o You may need to switch your IE settings. Follow these steps to fix this Cross-Site Scripting error: Select TOOLS



Select INTERNET OPTIONS and locate the SECURITY tab Scroll down and click the CUSTOM LEVEL button Scroll down to DISPLAY MIXED CONTENT and select

ENABLE Scroll down and find the ENABLE XSS Filter and choose

DISABLE Click OK and restart the browser

When processing a transaction I receive the following error message: Declined: 1013; Error_Chec.

o This is due to a special character being placed in one of the processing fields. Remove the special character in order for the transaction to process



Index A

ActiveX Setup, 151 Add Contract, 73 Add Customer, 65 Add User, 99

B Basics

Change Password, 6 Getting Help, 9 Getting Started, 4 License Agreement, 5 Logging In, 4 Main Menu, 7 Navigation, 9 Tabs, 9

Batch Import, 92 Batch Upload, 92 Batch Upload Example, 92

C Card Reader Setup, 104 Cash Return Transaction, 61 Cash Return Transaction Receipt, 62 Cash Tender Transaction, 59 Cash Tender Transaction Receipt, 60 Cash Transactions

Cash Tender, 59 Cash Tender Receipt, 60 Overview, 59 Receipt Field Descriptions, 64 Return, 61 Return Receipt, 62 Transaction Field Descriptions, 63

Change Password, 6 Check COM Port in Windows Vista, 155 Check COM Port in Windows XP, 153 Check Reader ActiveX Controls Setup, 115 Check Reader Control Download, 113 Check Sale Transaction, 49 Check Sale Transaction Receipt, 51 Check Transactions

Overview, 49 Receipt Field Descriptions, 58 Sale, 49 Sale Receipt, 51 Transaction Field Descriptions, 57 Verify, 52 Verify Receipt, 54 Void, 55

Check Verify Transaction, 52 Check Verify Transaction Receipt, 54 Check Void Transaction, 55 Check/ACH Info, 70 Connect Basics

Overview, 4 Credit Card Adjustment Transaction, 23 Credit Card Adjustment Transaction Receipt, 24 Credit Card Force Auth Transaction, 20 Credit Card Force Auth Transaction Receipt, 22 Credit Card Info, 67 Credit Card Pre-Auth Transaction, 14 Credit Card Pre-Auth Transaction Receipt, 16 Credit Card Return Transaction, 17 Credit Card Return Transaction Receipt, 19 Credit Card Sale Transaction, 11 Credit Card Sale Transaction Receipt, 13 Credit Card Transactions

Adjust, 23 Adjustment Receipt, 24 CVV Information, 30 Entering, 10 Force Auth, 20 Force Auth Receipt, 22 Pre-Auth, 14 Pre-Auth Receipt, 16 Receipt Field Descriptions, 29 Return, 17 Return Receipt, 19 Sale, 11 Sale Receipt, 13 Transaction Field Descriptions, 27 Void, 25

Credit Card Void Transaction, 25 Current Batch Summary Reports, 89 CVV Information, 30

American Express CID, 31 Discover CID, 30 MasterCard CVC2, 30 VISA CVV2, 30

D Debit Card Return Transaction, 35 Debit Card Return Transaction Receipt, 37 Debit Card Sale Transaction, 32 Debit Card Sale Transaction Receipt, 34 Debit Card Transactions

Overview, 32 Receipt Field Descriptions, 39 Return, 35 Return Receipt, 37 Sale, 32 Sale Receipt, 34 Transaction Field Descriptions, 38

Detail Report, 85 Device Setup

Card Reader, 104 Check Reader ActiveX Setup, 115 Check Reader Control Download, 113 MICR Imager, 111 MICR Imager in Connect, 112 Mini MICR, 109



Mini MICR in Connect, 110 Overview, 104 PIN Pad, 106 PIN Pad in Connect, 107

E EBT Balance Inquiry Transaction, 46 EBT Card Transactions

Overview, 40 EBT Cash Benefit Sale Transaction, 43 EBT Food Stamp Return Transaction, 45 EBT Food Stamp Sale Transaction, 40 EBT Food Stamp Sale Transaction Receipt, 42 EBT Food Stamp Voucher Transaction, 44 EBT Transactions

Balance Inquiry, 46 Cash Benefit Sale, 43 Food Stamp Return, 45 Food Stamp Sale, 40 Food Stamp Sale Receipt, 42 Food Stamp Voucher, 44 Receipt Field Descriptions, 48 Transaction Field Descriptions, 47

End of Day Settlement Batch Import, 92 Batch Upload, 92 Batch Upload Example, 92 Manual Settlement, 91 Overview, 91

Entering Credit Card Transactions Overview, 10

Epson Printer Drivers Installation in Windows Vista, 128 Installation in Windows XP, 126

Epson Printer Page and Margins Setup, 134 Epson Printer Setup in Connect, 133 Excel Format, 88 Exporting Reports, 87

Excel Format, 88 PDF Format, 88 Tab Delimited Format, 88 XML Format, 88

F Find and Edit User, 100 Find Transactions

Overview, 81 Find Transactions, 81

G Getting Help, 9 Getting Started, 4

I Introduction, 1

Overview, 1 Reporting, 2

System Requirements, 3 Transactions, 1

K Keyboard

Navigation, 9

L License Agreement, 5 Logging In, 4

M Main Menu, 7 Manual Settlement, 91 MICR Imager Setup, 111, 112 MICR Imager USB to Serial Converter Settings, 125 Mini MICR Reader USB to Serial Converter Settings,

124 Mini MICR Setup, 109, 110 Mouse

Navigation, 9

N Navigation, 9

Keyboard, 9 Mouse, 9

P Password

Change, 102 PDF Format, 88 PIN Pad Setup, 106 PIN Pad Setup in Connect, 107 PIN Pad USB to Serial Converter Settings, 123 Post Authorization Transaction

When to Use, 14 Previous Batch Summary Reports, 90

R Receipt

Setup, 103 Receipt Fields

Account Number, 29, 39, 48, 58 Agreement Message, 58 Authorization Code, 29, 39, 48, 58 Batch Number, 29, 39, 48 Card Type, 29, 39, 48 Cardholder Signature, 29, 48 Cash Back, 39 Check Number, 58 Convenience Fee, 29 Customer ID, 29 Date and Time, 29, 39, 48, 58, 64 Description, 29, 39, 48, 58, 64 Entry Method, 58



Expiration Date, 29, 39, 48 Invoice Number, 29, 39, 48, 64 Merchant Information, 29, 39, 48, 58, 64 Message, 29, 39, 48, 58, 64 Name, 29, 39, 48, 58 Name on Check, 58 Phone, 58 Phone Number, 58 PO Number, 29 Receipt Copy, 29, 39, 48 Receipt Legend, 58 Result, 29, 39, 48, 58, 64 Routing/Transit Number, 58 Sale Tax Amount, 29 Shipping Amount, 29 Signature, 58 Street Address, 29 Subtotal, 39 Tip Amount, 29, 39 Total Amount, 29, 39, 48, 58, 64 Transaction Entry Method, 29, 39, 48 Transaction Number, 29, 39, 48, 58, 64 Transaction Type, 29, 39, 48, 58, 64 Zip Code, 29

Receipts Cash Return Transaction, 62 Cash Tender Transaction, 60 Check Sale Transaction, 51 Check Verify Transaction, 54 Credit Card Adjustment Transaction, 24 Credit Card Force Auth Transaction, 22 Credit Card Pre-Auth Transaction, 16 Credit Card Return Transaction, 19 Credit Card Sale Transaction, 13 Debit Card Return Transaction, 37 Debit Card Sale Transaction, 34 EBT Food Stamp Sale Transaction, 42 Recurring Billing Check Billing Transaction, 72 Recurring Billing Transaction, 69

Recurring Billing Check Billing Receipt, 72 Recurring Billing Transaction Receipt, 69 Recurring Billing Transactions

Add Contract, 73 Add Customer, 65 Check/ACH Info, 70 Credit Card Info, 67 Expiration Report, 80 Overview, 65 Report, 79 View Contracts, 77 View Customers, 75

Reporting Current Batch Summary, 89 Detail Report, 85 Exporting Reports, 87 Overview, 83 Previous Batch Summary, 90 Summary and Detail Reports, 83 Summary Report, 83

Reporting Fields Account Number, 86 Account Type, 86

Amount, 84, 86 Approval Code, 86 Auth Amount, 86 Authorization Amount, 84 Capture Amount, 84 Capture Amt, 86 Card Type, 84 Check Number, 86 Customer ID, 86 Date, 86 Deposit Amt, 89 Deposit Quantity, 89 Invoice Number, 86 Name, 86 Net Amount, 89 Net Quantity, 89 Payment Type, 86, 89 PO Number, 86 Reference Number, 86 Register, 86 Results, 86 Return Amount, 84, 90 Return Amt, 89 Return Count, 84, 90 Return Quantity, 89 Routing/Transit Number, 86 Sale Amount, 84, 90 Sale Count, 84, 90 Settlement Amount, 85 Settlement Count, 85 Status, 86 Tender Type, 90 Tip Amount, 84, 86 Total Amount, 84, 90 Total Count, 90 Transaction Count, 84 Transaction Type, 84 Type, 86 User, 86

S Screen Tabs, 9 Security

Setup, 98 Setting Up Devices, 104 Setup, 98

ActiveX, 151 Add User, 99 Change Password, 102 Check COM Ports in Windows Vista, 155 Check COM Ports in Windows XP, 153 Epson Printer Drivers in Windows XP, 126 Epson Printer Page and Margins Setup, 134 Epson Printer Setup in Connect, 133 Find and Edit User, 100 Install Epson Printer Drivers in Windows Vista,

128 Install Star Printer Drivers in Windows Vista, 141 Install Star Printer Drivers in Windows Vista from

Zip File, 146 Install Star Printer Drivers in Windows XP, 137



Install USB to Serial Adapter in Windows XP, 115 Install USB to Serial Converter in Windows Vista,

120 Overview, 98 Receipt, 103 Security, 98 Star Printer Print Test, 150 Star Printer Properties, 149 Star Printer Receipt Orientation Setup, 150 Star Printer Second Copy Printing Setup, 150 Star Printer Setup, 135 Star Printer Setup in Connect, 149 USB to Serial Converter for MICR Imager, 125 USB to Serial Converter for Mini MICR Reader,

124 USB to Serial Converter for PIN Pad, 123 USB to Serial Converter Verification in Windows

Vista, 121 USB to Serial Converter Verification in Windows

XP, 118 Setup Fields

City, 99 Country, 99 Email Address, 99 First Name, 99 Last Name, 99 Phone Number, 99 Postal Code, 99 Province, 99 Security Level, 99 State, 99 Street Address 1, 99 Street Address 2, 99 System Level, 99 Time Zone, 99 User Name, 99

Star Printer Drivers Installation in Windows Vista, 141 Installation in Windows Vista from Zip File, 146 Installation in Windows XP, 137

Star Printer Print Test, 150 Star Printer Properties, 149 Star Printer Receipt Orientation Setup, 150 Star Printer Second Copy Printing Setup, 150 Star Printer Setup, 135 Star Printer Setup in Connect, 149 Summary and Detail Reports, 83 Summary Report, 83 System Requirements

Hardware, 3 Peripherals, 3 Software, 3

T Tab Delimited Format, 88 Transaction Active/Inactive, 73 Transaction Fields

Account Number, 57, 82 Account Type, 57, 82 Active/Inactive, 66 Add Credit Card, 73

Address Information, 66 Amount, 38, 47, 57 Approval Code, 82 Auth Amount, 82 Authorization Code, 27, 47 Bank Routing/Transit Number, 57 Bill Contract, 73 Billed Amount, 79 Capture Amount, 82 Card Holder, 27, 38, 47 Card Number, 27, 38, 47 Card Present, 27 Cash Back Amount, 38, 47 Check Number, 57 Check Type, 57 City, 27, 57 Company, 66 Confirmation, 74 Contract ID, 73 Contract Name, 73 Convenience Fee, 27 Country, 66 Customer ID, 27, 38, 66, 80, 82 Customer ID, 79 CV Presence, 27 CV2, 27 Date, 82 Date, 63 Date of Birth, 57 Date Range, 79 Daytime Phone, 66 Department, 66 Driver’s License Number, 57 Email, 57, 66 End Date, 73 Evening Phone, 66 Execute this Contract, 73 Expiration Date, 27, 38, 47 Expiration Dates, 80 Fax, 66 First Name, 66 Force Duplicate, 27, 38, 47 ID Number, 57 ID Type, 57 Invoice Number, 27, 38, 47, 57, 63, 82 Last Name, 66 Mobile Phone, 66 Name, 82 Name on Account, 57 Payment Declined, 73 Payment Method, 79 Payment Type, 82 Phone Number), 57 PNRef, 28, 38, 47 PO Number, 27, 82 Reference Number, 82 Register, 82 Result, 82 Shipping Amount, 63 Shipping Amount, 27 Social Security Number, 57 Start Date, 73



State, 57 Status, 80, 82 Status, 79 Street Address, 27, 57 Subtotal, 27, 63, 73 Tax Amount, 27, 63, 73 Time, 63 Tip Amount, 27, 38, 63, 82 Title, 66 Total Amount, 27, 38, 47, 63, 73 Type, 82 User, 82 Voucher Number, 47 Zip Code, 27, 57, 66

U USB to Serial Adapter

Installation in Windows XP, 115 USB to Serial Converter

Installation in Windows VistaXP, 120 Verification in Windows Vista, 121 Verification in Windows XP, 118

V View Contracts, 77 View Customers, 75

X XML Format, 88

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