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Female voice needed for a web training
LTK91014856540X
I need a Spanish language voice talent for a web based training program. The English version is already complete. It will be the same presentation but in Spanish.
The script below is in English but a Spanish script will be provided. I need each section of the audio provided in a separate MP3 file (i.e. G.O.3 would be one MP3 file). Please expect between 5 and 15 revisions.
Budget USD$750 - 999 Jun 25, 2007 23:30:13 (GMT -05:00) Eastern Time (US & Canada) Jul 02, 2007 00:00:00 (GMT -05:00) Eastern Time (US & Canada) No (click here to learn more about
)
Closed
10
8
0 direct invitation(s) have been sent by the voice seeker resulting in 0 audition(s) and/or proposal(s) so far.
The script below is in English but a Spanish script will be provided. I need each section of the audio provided in a separate MP3 file (i.e. G.O.3 would be one MP3 file). Please expect between 5 and 15 revisions.
Budget USD$750 - 999 Jun 25, 2007 23:30:13 (GMT -05:00) Eastern Time (US & Canada) Jul 02, 2007 00:00:00 (GMT -05:00) Eastern Time (US & Canada) No (click here to learn more about
)
Closed
10
8
0 direct invitation(s) have been sent by the voice seeker resulting in 0 audition(s) and/or proposal(s) so far.
Project Parameters
None
Flexible - USD 999
Promos
English - North American
Not defined
Middle Age Female
Not defined
There are no special pre-, post-, or production requirements for this project.
Not defined
Not defined
No
Not defined
Script Details
Yes
You can review the presentation here: http://homepage.mac.com/focused/Sites/PS/Presentation_Files/index.html
Introduction
Hello. PaySpot is proud to be your chosen provider of prepaid products and services. This training tool is meant to familiarize you with the various prepaid products and services that can be sold through your point of sale terminal with PaySpot. The presentation is divided into seven chapters; together these chapters will provide you with the basic information needed to process any type of prepaid transaction offered through your terminal. To get familiar with the terminal and basic functions, we suggest you start with the general overview section.
Section 1: General Overview
(G.O.2) The information covered in this training piece can be applied to all of the various VeriFone Omni terminals that PaySpot can accommodate. At current, that includes the Omni 3350, 3730, 3740, 3750, Vx510 and Vx570. In the pictures here, you will notice that all of these Omni terminals are quite similar in their appearance. In the step-by-step instructions that will be given, an Omni 3750 will be used, but as long as your retail location has the PaySpot application downloaded on Omni terminal similar to the ones shown, you will be able to apply these instructions to that particular terminal.
(G.O.3) Let’s go over the functionality of the various keys on the terminal. There are four gray keys located to the right side of the screen. These are the function keys. These keys are labeled F1, F2, F3 and F4, and allow you to select options that are listed on the right side of the screen.
(G.O.4) There are four purple keys located below the screen. These keys allow you to choose options that are located at the bottom portion of the screen.
(G.O.5) Here are the number keys, zero through nine, plus the asterisk or star key and the number sign or pound key. Identical to the layout of a phone keypad, the star key is to the left of the zero and the pound key is to the right of the zero.
(G.O.6) The red X key is also known as the Cancel key. It will cancel you out of most screens you go into. The yellow key is also known as the Back key. It can take you back one screen, or if you are spelling or typing in a code, it also acts like a backspace key.
The green arrow key is also known as the Enter key. Any time your quick reference guide refers to the Enter key, you should press this green key.
(G.O.7) This is the card reader. Any time you have a card that is point-of-sale-activated, such as a long distance calling card, you will swipe it here, not at your register. Swipe cards with the magnetic stripe facing down and towards the terminal. There is a little image of a card on the terminal that instructs you which way to swipe the card.
(G.O.8) The key between the purple keys is known as the Alpha key. You will need this key when spelling on the terminal.
(G.O.9) To spell on the terminal use the number keys in combination with the Alpha key. Find the letter you want on the number keys, press that number and then press the Alpha key until that letter appears.
For the letter ‘A’, you would press 2 and then Alpha once. For the letter ‘B’, you would press 2, then Alpha twice. For the letter ‘C’, you would press 2, then Alpha three times.
(G.O.10) For example: If you wanted to spell John, you would start by pressing the number 5 and then pressing Alpha once to get a ‘J’. For ‘O’, press the number 6 and then Alpha three times. For ‘H’, press 4 and then Alpha twice. For ‘N’, press 6 and then Alpha two times. The name JOHN should now appear on the screen.
(G.O.11) Loading paper on an Omni 3730, 3740, 3750, Vx510 or Vx570 is the same for each terminal, and quite simple. As you are looking at the terminal, press the button on the right side of the terminal to unlatch the paper roll cover. Lift the cover and drop the paper roll into the printer tray so the paper feeds from the bottom of the roll and comes from the front of the tray, as opposed to the back. Pull out two inches of paper past the serrated metal tear strip and close the printer lid.
[insert video of someone loading paper] [script for video] To load paper, press the release latch on the side of the terminal. Lift the cover and drop the paper roll as shown, making sure you have unrolled enough paper to stick out past the serrated metal tear strip. Close the lid, and you are finished.
(G.O.12) If you have an Omni 3350, the process to load paper is a little different. Follow the instructions and diagrams on this slide. If you have any difficulties, call the toll free number that is listed on your terminal.
Section 2: Management Functions
(M.F.1) In this section, we will go over functions that are typically only done by the manager or owner of the store, as opposed to a clerk. You will need your 5-digit admin operator code to perform these functions. If you are not aware of your 5-digit admin operator code, you will need to contact the Account Manager who set your location with PaySpot.
(M.F.2) The first management function we will cover is setting a Manager (or Admin) passcode. If you have multiple programs on your terminal, you will have a main menu similar to the screen you see on the slide now. If you have this screen, you will need to select Prepaid by pressing the corresponding gray key to the right of the word Prepaid. In this instance, you would press the F2 key to get into the PaySpot prepaid program.
(M.F.3) Select Menu by pressing the fourth purple key, which is the purple key under the word Menu.
(M.F.4) Enter the 5-digit admin operator code you were assigned upon setup, and press Enter. The code you were given is typically a default code, which is why you would now need to go in and set up a permanent admin code. After your admin code has been set, you will need to delete the default code. If your account manager has already helped you establish a permanent admin code, you can skip this section. If you need to establish a permanent code, or need to add another admin code for another manager or owner, please proceed with the next slide.
(M.F.5) Select ‘Admin Functions’. If a permanent admin code has not been established, ‘Admin Functions’ will be option number three on this menu. If a permanent admin code has been established already, ‘Admin Functions’ will be number five on this menu, as shown on the screen shot here.
(M.F.6) Select ‘Operators’. ‘Operators’ is number one on this menu, so you would press the ‘1’ key.
(M.F.7) Select ‘Add Operator’. ‘Add Operator’ is number one on this menu, so you would press the ‘1’ key.
(M.F.8) Now you will need to enter the name for this operator by using the Alpha key and numeric keys. Press ‘Enter’ when you are finished spelling the operator’s name. For a tutorial on how to spell using the terminal keypad, refer to ‘Using the Alpha Key’ in the General Overview section.
Important to note – if you take too long to make a selection, the terminal will time-out and return to the previous screen. This is true no matter which screen or menu you are in.
(M.F.9) Once you have the operator name entered, you will need to assign a 5-digit code to that operator. Codes MUST be five digits long, and no two operators can have the same 5-digit code. Codes can be any combination of numbers, except for repeating the same number five times, for example, 11111. Codes can begin or end with a zero. As with all codes, we suggest not making the codes too easy or obvious, for security reasons. Press Enter once you have keyed in the 5-digit code you would like to assign to that operator.
(M.F.10) After you enter the passcode, you will need to select the authorities that you want the operator to have. First, you will be asked if you want to give the operator Sales authority. If you are setting a manager’s password, you will want to select No for Sales Authority. To select No for Sales Authority, press the purple key underneath ‘No’. It is extremely important to note that an operator cannot have both Sales and Admin authority. Managers must have two passcodes – one for admin purposes and one for selling.
(M.F.11) When it gives you the option for Refund authority, select Yes. To select Yes for Refund Authority, press the purple key underneath ‘Yes’.
(M.F.12) When it gives you the option for Report authority, select Yes by pressing the purple key under the word ‘Yes’.
(M.F.13) When it gives you the option for Admin authority, select Yes by pressing the purple key under the word ‘Yes’. Please remember that no operator can have both Sales authority and Admin authority. If you attempt to give an operator both Sales and Admin authority, the terminal will default that code to admin authority and you will not be able to process sales using that code.
(M.F.14) After completing these steps, the screen will display ‘Operator Added’. Press ‘Enter’ to continue.
(M.F.15) You have just been through the steps to set up a Manager Passcode, which is the same as an operator code with Admin authority. We are now going to walk through the steps to set up an operator code, for selling purposes.
Again, if you have multiple applications on your terminal, you will need to go into PaySpot’s prepaid program by pushing the correct gray key.
(M.F.16) Select Menu by pressing the fourth purple key.
(M.F.17) Enter your 5-digit admin operator code. Press ‘Enter’.
(M.F.18) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.19) Select ‘Operators’ by pressing the corresponding number key.
(M.F.20) Select ‘Add Operator’ by pressing the corresponding number key.
(M.F.21) Enter the name for this operator by using the Alpha and numeric keys. Press ‘Enter’ when you are finished spelling the operator’s name.
(M.F.22) Enter a 5-digit code for that operator. Codes MUST be five digits long, and no two operators can have the same 5-digit code. Codes can be any combination of numbers, except for repeating the same number five times. Codes can begin or end with a zero. As with all codes, we suggest not making the codes too easy or obvious, for security reasons. Press enter once you have keyed in the 5-digit code you would like to assign to that operator.
(M.F.23) Similar to the manager’s passcode, it is time to assign authorities to this operator code. First, you will be asked if you want to give the operator Sales authority. For the manager passcode we selected no, but since we want this operator to be able to make sales on the terminal, we are going to select Yes. You can select yes by pressing the first purple key. Remember, an operator cannot have both Sales and Admin authority.
(M.F.24) When it gives you the option for Refund authority, you can select Yes or No, depending on if you want this particular operator to be able to refund transactions. Select Yes if you want the operator to be able to process refunds, select No if you do not want the operator to be able to process refunds.
(M.F.25) When it gives you the option for Report authority, you can select Yes or No, depending on if you want this particular operator to be able to print reports. Select Yes if you want the operator to be able to print reports, select No if you do not want the operator to be able to print reports.
(M.F.26) When it gives you the option for Admin authority, select No by pressing the purple key under the word ‘No’. Please remember that no operator can have both Sales authority and Admin authority. If you attempt to give an operator both Sales and Admin authority, the terminal will default that code to Admin authority and you will not be able to process sales using that code.
(M.F.27) After completing these steps, the screen will display ‘Operator Added’. Press ‘Enter’ to continue. Repeat this process for every operator you wish to add.
(M.F.28) To print an Operator Report, go into the prepaid section if you have a main screen.
(M.F.29) From the PaySpot home screen, select Menu.
(M.F.30) Enter your 5-digit operator code and press enter. Make sure the code you enter has Admin authority.
(M.F.31) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.32) Select ‘Operators’ by pressing the corresponding number key.
(M.F.33) Select ‘List Operators’ by pressing the corresponding number key.
(M.F.34) A report will print, listing all of the operators that are set up on that terminal.
(M.F.35) This is an example of an operator report. Each operator is assigned a unique ID, which is followed by the Name and Authority that was given when the operator was originally added.
(M.F.36) If you need to delete an operator for any reason, you must first have an Operator report. Refer to the slides titled “Print an Operator Report”, which were just covered, for instructions.
(M.F.37) Enter your 5-digit operator code and press enter. Make sure the code you enter has Admin authority.
(M.F.38) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.39) Select ‘Operators’ by pressing the corresponding number key.
(M.F.40) Select ‘Delete Operator’ by pressing the corresponding number key.
(M.F.41) The screen will prompt your for an Operator ID. Please note this is different from the operator passcode. Refer to the operator report you just printed, find the name of the operator you wish to delete, and enter the 4-digit ID number that appears above that operator’s name. Press Enter once you have keyed in the Operator ID.
(M.F.42) Select Yes to delete the operator. If you do not wish to delete that operator (whose name will appear on the current screen), select No.
(M.F.43) There are five different reports you can pull from your terminal for prepaid. From the main PaySpot menu, select Totals by pressing the second purple key, directly under the word Totals.
(M.F.44) The screen will prompt you for an operator code. Enter a 5-digit operator code with Report authority. Press Enter once you have keyed in the 5-digit code.
(M.F.45) Option one is “Current Shift Total”. This report prints the shift sales up to the time of the report. Press ‘1’ and ‘Enter’ if this is the report you wish to run.
(M.F.46) Option two is “Current Day Totals”. This report prints the sales done that day, up until the time of the report. Press ‘3’ and ‘Enter’ if this is the report you wish to run.
(M.F.47) Option three is “Previous Day Totals”. This report prints the totals for the previous day. Press ‘3’ and ‘Enter’ if this is the report you wish to run.
(M.F.48) Option four is “End Shift”. This option will print a shift report and will end the current shift. A new shift will begin. Press ‘4’ and ‘Enter’ if you would like to end a shift and get a report for that shift.
(M.F.49) Option five is “Host Reports”. Host reports come directly from the PaySpot host, and will show a summary of all the sales and refunds done from the terminal, as well as any credits given by PaySpot. These are the most accurate reports available through your terminal.
(M.F.50) Your terminal has the ability to print duplicate receipts. You can turn this functionality on or off with the following steps. From the PaySpot home screen, select Menu.
(M.F.51) Enter your 5-digit operator code and press enter. Make sure the code you enter has admin authority.
(M.F.52) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.53) The option to change Operator Receipt is typically number five on this screen. Depending on whether this functionality has already been activated on your terminal, you will see one of two options. If you see ‘Op Receipt On’, that means the duplicate receipt is currently off, and you can turn it on by pressing the ‘5’ key. If you see ‘Op Receipt Off’, that means the duplicate receipt is currently on, and you can turn it off by pressing the ‘5’ key.
(M.F.54) The next screen is a confirmation screen. Depending on whether you are turning the duplicate receipt on or off, it will either ask you “Enable Operator Receipt?” or “Disable Operator Receipt?”. If this is what you wish to do, select Yes. Otherwise, select No. Having a duplicate receipt print allows you to give one copy to the customer, which has the PIN number on it, and keep one for the store records, which is helpful when reconciling your sales. PIN numbers will NOT print on duplicate receipts, so having the duplicate receipt is not a liability.
(M.F.55) Some retailers want barcodes to appear on the receipts, so the clerks can scan the prepaid receipts like they would any other product. To turn barcodes on or off, follow these instructions. From the PaySpot home screen, select Menu.
(M.F.56) Enter your 5-digit operator code and press enter. Make sure the code you enter has admin authority.
(M.F.57) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.58) Select ‘Preferences’ by pressing the corresponding number key. In the example shown, you would press the ‘4’ key.
(M.F.59) Option number 2 shows you your current barcode status. There are three options: Post-Print, Pre-Print and Disable. You can see that the terminal on the screen currently has barcode functionality disabled. If you want to change your terminal’s barcode status, press the ‘2’ key.
(M.F. 60) Post-Print means the barcode will print at the bottom of the receipt. Pre-Print means the barcode will print at the top of the receipt. Disabled will turn the barcode functionality off, so no barcodes print. Once you select 1, 2 or 3, your preference will be set.
(M.F. 61) If your store has a way to scan barcodes, PaySpot recommends selecting Option 2, Pre-Print. When processing any transaction on the terminal, you will always receive a confirmation screen; the benefit to the Pre-Print option is, the barcode will print at the top of the receipt, then the terminal will pause and ask if payment has been approved, similar to the screen shot you are seeing right now. This gives the clerk a final reminder to collect payment for the transaction if they haven’t already. If payment is approved, the clerk can select Yes¸ and the receipt will finish printing. If payment is not approved, the clerk should select No. This will cancel the transaction, and your store will not be charged.
(M.F. 62) Your PaySpot application has a setting called Training Mode. Training Mode allows you to go through the steps of processing a transaction, without actually processing the transaction. When a terminal is in Training Mode, the terminal will never dial out for transactions or reports, and every receipt will print with the words "DUMMY VOUCHER" on it. It is ideal to set the terminal to Training Mode when training a new employee. To enter or exit Training Mode, start by selecting Menu from the PaySpot home screen.
(M.F.63) Enter your 5-digit operator code and press enter. Make sure the code you key in has Admin authority.
(M.F.64) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.65) The option to set Training Mode is typically number three on this screen. Depending on whether this functionality has already been activated on your terminal, you will see one of two options. If you see ‘Set Training Mode’, that means the terminal is in live mode, and you can turn on Training Mode by pressing the ‘3’ key. If you see ‘Exit Training Mode’, that means the terminal is currently in Training Mode, and you can exit Training Mode and go back to live mode by pressing the ‘3’ key.
(M.F.66) The next screen is a confirmation screen. Depending on whether you are setting or exiting Training Mode, it will either ask you “Set Training Mode?” or “Exit Training Mode?”. If this is what you wish to do, select Yes. Otherwise, select No.
Section 3: PIN-based sales
(P.B. 1) Instead of giving you step-by-step instructions for every possible transaction you could process on this terminal, we have broken down the instructions into two types: PIN-based and card swipe. This section covers PIN-based products.
(P.B. 2) There are several different types of PIN-based transactions which can be performed on your terminal. Here, you see a list of the various types of PIN-based products that are available from PaySpot. Product availability varies by store, so your location could offer one, a few, or all of the products listed here. Additional PIN-based products not listed could be added at a later date.
Wireless/Cellular PINs
Long Distance PINs
Mobile Content
Green Dot Debit
Local Phone
(P.B. 3) To begin any PIN-based transaction, select Sale from the main PaySpot menu by pressing the purple key under the word Sale.
(P.B. 4) Enter your 5-digit operator code with sales authority and press Enter. Please remember your operator code should not be shared with other employees. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(P.B. 5) Select the type of transaction you wish to process from the given menu, by pressing the corresponding number key. Please note that the menu that appears on your terminal could vary from the menu that is shown in this example.
To give you an example, I will walk you through the most common PIN-based transaction – prepaid cellular. For a cellular PIN, press ‘1’ on your keypad.
(P.B. 6) Prepaid Cellular is broken down alphabetically. Select the number that corresponds with the first letter of the carrier you are looking for. The alphabetical breakout on your terminal may appear different than the one shown here. In this example, if you wanted a Boost PIN, you would press the ‘1’ key, to see carriers A-C.
(P.B. 7) On this screen, we see all cellular carriers offered by PaySpot that begin with the letters A-C. To select Boost, press the ‘5’ key.
(P.B. 8) Next, the screen will prompt you to choose the denomination you want. In this instance, we are going to press the ‘1’ key, for a $20 Boost PIN.
(P.B. 9) The next screen is a confirmation screen. Always make sure to collect payment from the customer before processing a transaction. If you have successfully received payment from the customer and confirmed the PIN type, select the purple key under Yes to confirm the transaction. If you need to cancel the transaction – for whatever reason – press the fourth purple key under the word No. This confirmation screen is your last chance to back out of a transaction.
(P.B. 10) If you selected Yes, the terminal will save a duplicate copy of the receipt. For instructions covering how to turn a duplicate receipt on or off, refer to the “Duplicate Receipt” slides in the Management Functions section. (If you selected No, the terminal will go back to the main screen.)
(P.B. 11)A sales receipt will print, with the PIN number on it. Give that receipt to the customer. If the duplicate receipt function is turned on, a second copy will print for the store’s records. The duplicate receipt will not have the PIN number listed. The transaction is complete.
[insert video of someone performing a wireless PIN transaction] [script for video] To process a transaction for a wireless PIN, make sure you have first collected payment from the customer, then select Prepaid from the main terminal screen. From the PaySpot home screen, select sale, and enter your 5-digit operator code with sales authority and press Enter. Select ‘1’ for Cellular pins. To run a Boost transaction, we select ‘1’ on this menu for ‘B’. On this menu, Boost is number 5, so we press the 5 key. We will select 1 to process a $20 Boost pin. The terminal will then ask us to confirm our choice. Because we have barcodes turned on, the terminal prints the barcode, then checks to see that payment has been received and approved. We have already collected payment, so we select ‘Yes’. The terminal then prints a receipt with the pin number for us to give to the customer, and the transaction is complete.
Section 4: Swipe card sales
(C.S. 1) The previous section covered PIN-based transactions. This section covers card swipe transactions.
(C.S. 2) There are several different types of card swipe transactions which can be performed on your terminal. Here, you see a list of the various types of card swipe products that are available from PaySpot. Product availability varies by store, so your location could offer one, a few, or all of the products listed here. Additional card swipe products not listed could be added at a later date.
Long Distance Cards
Mall Gift Cards
Proprietary Gift Cards
NetSpend All Access Debit and Gift
Futura Debit and Gift
(C.S. 3) To begin any card swipe transaction, make sure the terminal screen is on the main PaySpot menu and simply swipe the card with the mag stripe face-down and towards the keypad. The exact transaction process can vary from product to product, but the terminal will always walk you through the process step-by-step. All you need to do is follow the instructions on the terminal screen. Here, we will walk you through a transaction for a long distance calling card.
(C.S. 4) The terminal will ask for your Operator Code. Enter your 5-digit operator code with sales authority and press Enter. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(C.S. 5) You will then get a confirmation screen. In this instance, a $10 Penny Power Long Distance Card was swiped, and the clerk is being asked to confirm that this is the card the customer is trying to buy. Always make sure to collect payment from the customer before processing a transaction. If you have successfully received payment from the customer and confirmed the card you swiped is the card they wish to buy, select the purple key under Yes to confirm the transaction. If you need to cancel the transaction – for whatever reason – press the fourth purple key under the word No. This confirmation screen is your last chance to back out of a transaction.
(C.S. 6) If you selected Yes, the terminal will save a duplicate copy of the receipt. For instructions covering how to turn a duplicate receipt on or off, refer to the “Duplicate Receipt” slides in the Management Functions section. If you selected No, the terminal will go back to the main screen.
(C.S. 7)A sales receipt will print. Give that receipt to the customer. If the duplicate receipt function is turned on, a second copy will print for the store’s records. The transaction is complete.
[insert video of someone performing a card swipe transaction] [script for video] To process a transaction for a swipe-based card, make sure you have first collected payment from the customer, then select Prepaid from the main terminal screen. At the PaySpot home screen, swipe the card the customer wants, with the mag stripe facing down and towards the keypad.
Enter your 5-digit operator code with sales authority and press Enter. Follow the instructions on the terminal, which can vary depending on the card swiped. Once you have made your selection, the terminal will ask you to confirm your choice. Because we have barcodes turned on, the terminal prints the barcode, then checks to see that payment has been received and approved. We have already collected payment, so we select ‘Yes’. The terminal then prints a receipt with the pin number for us to give to the customer with their card, and the transaction is complete.
Section 5: Reloading Cards
(R.C. 1) There are several swipe cards offered by PaySpot that can be reloaded or recharged, without having to get a brand new card.
(R.C. 2) Examples of reloadable cards include Long Distance cards provided by Airlink, Maskina/R2C, CCI and Encompass. Additional reload products include Proprietary Gift Cards, NetSpend Debit Cards and Futura Debit Cards.
(R.C. 3) To reload a swipe card that has recharge capabilities, follow the same steps as selling a new swipe card. Start by selecting prepaid; in this example, we would press F2. Please note that the process for reloading prepaid debit cards is different. Instead of starting by swiping the prepaid debit card, you will need to select Sale from the PaySpot home screen and select either Green Dot for a Green Dot debit card or Prepaid Debit for all other prepaid debit cards, and follow the terminal-prompted instructions from there.
(R.C. 4) Swipe the card provided by the customer. The mag strip should be face-down, towards the keypad.
(R.C. 5) The terminal will ask for your Operator Code. Enter your 5-digit operator code with sales authority and press Enter. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(R.C. 6) You will then get a confirmation screen. In this instance, a $10 Penny Power Long Distance Card was swiped, and the clerk is being asked to confirm that this is the card the customer is trying to buy. Always make sure to collect payment from the customer before processing a transaction. If you have successfully received payment from the customer and confirmed the card you swiped is the card they wish to buy, select the purple key under Yes to confirm the transaction. If you need to cancel the transaction – for whatever reason – press the fourth purple key under the word No. This confirmation screen is your last chance to back out of a transaction.
(R.C. 7) If you selected Yes, the terminal will save a duplicate copy of the receipt. For instructions covering how to turn a duplicate receipt on or off, refer to the “Duplicate Receipt” slides in the Management Functions section. If you selected No, the terminal will go back to the main screen.
(R.C. 8) A sales receipt will print with either the new card balance or the reload amount. Give that receipt to the customer. If the duplicate receipt function is turned on, a second copy will print for the store’s records. The transaction is complete.
Section 6: Credits and Refunds
(C.R. 1) Credits and Refunds
(C.R. 2) To receive a credit for a wireless pin, call customer service at the toll-free number listed on your terminal. Please have the sales receipt with you when you call. After obtaining the necessary information, the customer service representative will issue an immediate credit to your account. Please note that if it is discovered that the pin was used AFTER it was sold from your terminal, your account will be charged back. As long as the pin remains unused, the credit will stand.
(C.R. 3) To refund cards or pins that can be deactivated at the terminal – including Virgin Mobile pins, Futura Gift Cards, Proprietary Gift Cards, Sprint Long Distance Cards, and other Long Distance Cards – go into the prepaid menu. Do NOT swipe the card until prompted to do so.
(C.R. 4) Select Menu by pressing the fourth purple button.
(C.R. 5) The terminal will ask for your Operator Code. Enter your 5-digit operator code with refund authority and press Enter. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(C.R. 6) Select ‘Refund Transaction’. Your menu could vary from the one shown here; in this example, we would press the 3 key.
(C.R. 7) Select the appropriate option based on the refund you wish to give. Your menu could vary from the one shown here. To give you an example, we are going to demonstrate how to refund a long distance calling card by selecting option 2.
(C.R. 8) You will need the card in order to process a refund. Swipe the card to be refunded, mag stripe down and facing toward the keypad.
(C.R. 9) The terminal will ask for the “Terminal Transaction Number”. You must have this number in order to refund the transaction. This number can be found on the original sales receipt. If the receipt is not present, no refund can be given. After you type in the transaction number as it appears on the receipt, press Enter.
(C.R. 10) The receipt will indicate if the refund was successful. If the refund is successful, the refund receipt will either show the new balance of the card or the refund amount. The receipt goes to the customer. If it is a long distance card and the balance is zero and the pin has not been scratched off, you can put the card back on the shelf to sell. If the refund is not successful, it either means that the card swiped and transaction number entered did not match, or the card had been used, which means it can not be refunded or deactivated.
Section 7: Preventing Fraud
(P.F 1) PaySpot would like to offer you a few tip to avoid fraud issues with your prepaid services.
(P.F 2) One of the most important things for every employee to know, is to NEVER GIVE PIN NUMBERS OVER THE PHONE. PaySpot will NEVER call your store and ask for a PIN number, so if someone claims they are with PaySpot and requests pin numbers – for whatever reason – do NOT give any PIN numbers over the phone, as it is a scam. A true PaySpot employee will only need the Control number or Serial number.
(P.F 3) Another very important piece of advice is to ALWAYS TAKE PAYMENT FROM THE CUSTOMER BEFORE PROCESSING A TRANSACTION. If the customer doesn’t have cash, or gives you a credit card that will be declined, you want to know that BEFORE you process a transaction, so your store doesn’t incur any unnecessary charges. This also helps to avoid customers walking out of your store with activated cards while they “just go out to the car to get their checkbook”, when in reality, they are walking out to never come back, and you store just got charged but didn’t collect payment from the customer.
Assign each clerk a confidential operator code and require them to use that code only. Do not make codes too simple, and don’t set up all of your clerks under one operator code. When a clerk resigns or gets let go, remove his or her code from the terminal.
Reconcile your store’s cash drawer and prepaid terminal at least once per day.
Never refund a product that has left your store or been out of your sight. Chances are good that it could have been used during that time.
(P.F 4) Some final notes to be aware of:
Terminal receipts include phone card and gift card serial numbers just below the product description. The final 6 digits on the receipt should match the final 6 digits of the number that appears on the card itself. If the numbers do not match, the receipt is not for the phone card or gift card presented. If a customer comes back with a gift or debit card and states the card has no balance, do not give a refund or activate the card unless the customer has the original receipt showing that the card was indeed paid for in the first place. You should also verify that the card really does NOT have a balance by calling the Customer Service number on the back of the card.
Thank you
Thank you for choosing PaySpot. If you still have questions after watching this training video, contact your Account Manager or call PaySpot Customer Service by dialing the phone number listed on your terminal.
Budget USD$750 - 999
(P.F 3) Another very important piece of advice is to ALWAYS TAKE PAYMENT FROM THE CUSTOMER BEFORE PROCESSING A TRANSACTION. If the customer doesn’t have cash, or gives you a credit card that will be declined, you want to know that BEFORE you process a transaction, so your store doesn’t incur any unnecessary charges. This also helps to avoid customers walking out of your store with activated cards while they “just go out to the car to get their checkbook”, when in reality, they are walking out to never come back, and you store just got charged but didn’t collect payment from the customer.
Introduction
Hello. PaySpot is proud to be your chosen provider of prepaid products and services. This training tool is meant to familiarize you with the various prepaid products and services that can be sold through your point of sale terminal with PaySpot. The presentation is divided into seven chapters; together these chapters will provide you with the basic information needed to process any type of prepaid transaction offered through your terminal. To get familiar with the terminal and basic functions, we suggest you start with the general overview section.
Section 1: General Overview
(G.O.2) The information covered in this training piece can be applied to all of the various VeriFone Omni terminals that PaySpot can accommodate. At current, that includes the Omni 3350, 3730, 3740, 3750, Vx510 and Vx570. In the pictures here, you will notice that all of these Omni terminals are quite similar in their appearance. In the step-by-step instructions that will be given, an Omni 3750 will be used, but as long as your retail location has the PaySpot application downloaded on Omni terminal similar to the ones shown, you will be able to apply these instructions to that particular terminal.
(G.O.3) Let’s go over the functionality of the various keys on the terminal. There are four gray keys located to the right side of the screen. These are the function keys. These keys are labeled F1, F2, F3 and F4, and allow you to select options that are listed on the right side of the screen.
(G.O.4) There are four purple keys located below the screen. These keys allow you to choose options that are located at the bottom portion of the screen.
(G.O.5) Here are the number keys, zero through nine, plus the asterisk or star key and the number sign or pound key. Identical to the layout of a phone keypad, the star key is to the left of the zero and the pound key is to the right of the zero.
(G.O.6) The red X key is also known as the Cancel key. It will cancel you out of most screens you go into. The yellow key is also known as the Back key. It can take you back one screen, or if you are spelling or typing in a code, it also acts like a backspace key.
The green arrow key is also known as the Enter key. Any time your quick reference guide refers to the Enter key, you should press this green key.
(G.O.7) This is the card reader. Any time you have a card that is point-of-sale-activated, such as a long distance calling card, you will swipe it here, not at your register. Swipe cards with the magnetic stripe facing down and towards the terminal. There is a little image of a card on the terminal that instructs you which way to swipe the card.
(G.O.8) The key between the purple keys is known as the Alpha key. You will need this key when spelling on the terminal.
(G.O.9) To spell on the terminal use the number keys in combination with the Alpha key. Find the letter you want on the number keys, press that number and then press the Alpha key until that letter appears.
For the letter ‘A’, you would press 2 and then Alpha once. For the letter ‘B’, you would press 2, then Alpha twice. For the letter ‘C’, you would press 2, then Alpha three times.
(G.O.10) For example: If you wanted to spell John, you would start by pressing the number 5 and then pressing Alpha once to get a ‘J’. For ‘O’, press the number 6 and then Alpha three times. For ‘H’, press 4 and then Alpha twice. For ‘N’, press 6 and then Alpha two times. The name JOHN should now appear on the screen.
(G.O.11) Loading paper on an Omni 3730, 3740, 3750, Vx510 or Vx570 is the same for each terminal, and quite simple. As you are looking at the terminal, press the button on the right side of the terminal to unlatch the paper roll cover. Lift the cover and drop the paper roll into the printer tray so the paper feeds from the bottom of the roll and comes from the front of the tray, as opposed to the back. Pull out two inches of paper past the serrated metal tear strip and close the printer lid.
[insert video of someone loading paper] [script for video] To load paper, press the release latch on the side of the terminal. Lift the cover and drop the paper roll as shown, making sure you have unrolled enough paper to stick out past the serrated metal tear strip. Close the lid, and you are finished.
(G.O.12) If you have an Omni 3350, the process to load paper is a little different. Follow the instructions and diagrams on this slide. If you have any difficulties, call the toll free number that is listed on your terminal.
Section 2: Management Functions
(M.F.1) In this section, we will go over functions that are typically only done by the manager or owner of the store, as opposed to a clerk. You will need your 5-digit admin operator code to perform these functions. If you are not aware of your 5-digit admin operator code, you will need to contact the Account Manager who set your location with PaySpot.
(M.F.2) The first management function we will cover is setting a Manager (or Admin) passcode. If you have multiple programs on your terminal, you will have a main menu similar to the screen you see on the slide now. If you have this screen, you will need to select Prepaid by pressing the corresponding gray key to the right of the word Prepaid. In this instance, you would press the F2 key to get into the PaySpot prepaid program.
(M.F.3) Select Menu by pressing the fourth purple key, which is the purple key under the word Menu.
(M.F.4) Enter the 5-digit admin operator code you were assigned upon setup, and press Enter. The code you were given is typically a default code, which is why you would now need to go in and set up a permanent admin code. After your admin code has been set, you will need to delete the default code. If your account manager has already helped you establish a permanent admin code, you can skip this section. If you need to establish a permanent code, or need to add another admin code for another manager or owner, please proceed with the next slide.
(M.F.5) Select ‘Admin Functions’. If a permanent admin code has not been established, ‘Admin Functions’ will be option number three on this menu. If a permanent admin code has been established already, ‘Admin Functions’ will be number five on this menu, as shown on the screen shot here.
(M.F.6) Select ‘Operators’. ‘Operators’ is number one on this menu, so you would press the ‘1’ key.
(M.F.7) Select ‘Add Operator’. ‘Add Operator’ is number one on this menu, so you would press the ‘1’ key.
(M.F.8) Now you will need to enter the name for this operator by using the Alpha key and numeric keys. Press ‘Enter’ when you are finished spelling the operator’s name. For a tutorial on how to spell using the terminal keypad, refer to ‘Using the Alpha Key’ in the General Overview section.
Important to note – if you take too long to make a selection, the terminal will time-out and return to the previous screen. This is true no matter which screen or menu you are in.
(M.F.9) Once you have the operator name entered, you will need to assign a 5-digit code to that operator. Codes MUST be five digits long, and no two operators can have the same 5-digit code. Codes can be any combination of numbers, except for repeating the same number five times, for example, 11111. Codes can begin or end with a zero. As with all codes, we suggest not making the codes too easy or obvious, for security reasons. Press Enter once you have keyed in the 5-digit code you would like to assign to that operator.
(M.F.10) After you enter the passcode, you will need to select the authorities that you want the operator to have. First, you will be asked if you want to give the operator Sales authority. If you are setting a manager’s password, you will want to select No for Sales Authority. To select No for Sales Authority, press the purple key underneath ‘No’. It is extremely important to note that an operator cannot have both Sales and Admin authority. Managers must have two passcodes – one for admin purposes and one for selling.
(M.F.11) When it gives you the option for Refund authority, select Yes. To select Yes for Refund Authority, press the purple key underneath ‘Yes’.
(M.F.12) When it gives you the option for Report authority, select Yes by pressing the purple key under the word ‘Yes’.
(M.F.13) When it gives you the option for Admin authority, select Yes by pressing the purple key under the word ‘Yes’. Please remember that no operator can have both Sales authority and Admin authority. If you attempt to give an operator both Sales and Admin authority, the terminal will default that code to admin authority and you will not be able to process sales using that code.
(M.F.14) After completing these steps, the screen will display ‘Operator Added’. Press ‘Enter’ to continue.
(M.F.15) You have just been through the steps to set up a Manager Passcode, which is the same as an operator code with Admin authority. We are now going to walk through the steps to set up an operator code, for selling purposes.
Again, if you have multiple applications on your terminal, you will need to go into PaySpot’s prepaid program by pushing the correct gray key.
(M.F.16) Select Menu by pressing the fourth purple key.
(M.F.17) Enter your 5-digit admin operator code. Press ‘Enter’.
(M.F.18) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.19) Select ‘Operators’ by pressing the corresponding number key.
(M.F.20) Select ‘Add Operator’ by pressing the corresponding number key.
(M.F.21) Enter the name for this operator by using the Alpha and numeric keys. Press ‘Enter’ when you are finished spelling the operator’s name.
(M.F.22) Enter a 5-digit code for that operator. Codes MUST be five digits long, and no two operators can have the same 5-digit code. Codes can be any combination of numbers, except for repeating the same number five times. Codes can begin or end with a zero. As with all codes, we suggest not making the codes too easy or obvious, for security reasons. Press enter once you have keyed in the 5-digit code you would like to assign to that operator.
(M.F.23) Similar to the manager’s passcode, it is time to assign authorities to this operator code. First, you will be asked if you want to give the operator Sales authority. For the manager passcode we selected no, but since we want this operator to be able to make sales on the terminal, we are going to select Yes. You can select yes by pressing the first purple key. Remember, an operator cannot have both Sales and Admin authority.
(M.F.24) When it gives you the option for Refund authority, you can select Yes or No, depending on if you want this particular operator to be able to refund transactions. Select Yes if you want the operator to be able to process refunds, select No if you do not want the operator to be able to process refunds.
(M.F.25) When it gives you the option for Report authority, you can select Yes or No, depending on if you want this particular operator to be able to print reports. Select Yes if you want the operator to be able to print reports, select No if you do not want the operator to be able to print reports.
(M.F.26) When it gives you the option for Admin authority, select No by pressing the purple key under the word ‘No’. Please remember that no operator can have both Sales authority and Admin authority. If you attempt to give an operator both Sales and Admin authority, the terminal will default that code to Admin authority and you will not be able to process sales using that code.
(M.F.27) After completing these steps, the screen will display ‘Operator Added’. Press ‘Enter’ to continue. Repeat this process for every operator you wish to add.
(M.F.28) To print an Operator Report, go into the prepaid section if you have a main screen.
(M.F.29) From the PaySpot home screen, select Menu.
(M.F.30) Enter your 5-digit operator code and press enter. Make sure the code you enter has Admin authority.
(M.F.31) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.32) Select ‘Operators’ by pressing the corresponding number key.
(M.F.33) Select ‘List Operators’ by pressing the corresponding number key.
(M.F.34) A report will print, listing all of the operators that are set up on that terminal.
(M.F.35) This is an example of an operator report. Each operator is assigned a unique ID, which is followed by the Name and Authority that was given when the operator was originally added.
(M.F.36) If you need to delete an operator for any reason, you must first have an Operator report. Refer to the slides titled “Print an Operator Report”, which were just covered, for instructions.
(M.F.37) Enter your 5-digit operator code and press enter. Make sure the code you enter has Admin authority.
(M.F.38) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.39) Select ‘Operators’ by pressing the corresponding number key.
(M.F.40) Select ‘Delete Operator’ by pressing the corresponding number key.
(M.F.41) The screen will prompt your for an Operator ID. Please note this is different from the operator passcode. Refer to the operator report you just printed, find the name of the operator you wish to delete, and enter the 4-digit ID number that appears above that operator’s name. Press Enter once you have keyed in the Operator ID.
(M.F.42) Select Yes to delete the operator. If you do not wish to delete that operator (whose name will appear on the current screen), select No.
(M.F.43) There are five different reports you can pull from your terminal for prepaid. From the main PaySpot menu, select Totals by pressing the second purple key, directly under the word Totals.
(M.F.44) The screen will prompt you for an operator code. Enter a 5-digit operator code with Report authority. Press Enter once you have keyed in the 5-digit code.
(M.F.45) Option one is “Current Shift Total”. This report prints the shift sales up to the time of the report. Press ‘1’ and ‘Enter’ if this is the report you wish to run.
(M.F.46) Option two is “Current Day Totals”. This report prints the sales done that day, up until the time of the report. Press ‘3’ and ‘Enter’ if this is the report you wish to run.
(M.F.47) Option three is “Previous Day Totals”. This report prints the totals for the previous day. Press ‘3’ and ‘Enter’ if this is the report you wish to run.
(M.F.48) Option four is “End Shift”. This option will print a shift report and will end the current shift. A new shift will begin. Press ‘4’ and ‘Enter’ if you would like to end a shift and get a report for that shift.
(M.F.49) Option five is “Host Reports”. Host reports come directly from the PaySpot host, and will show a summary of all the sales and refunds done from the terminal, as well as any credits given by PaySpot. These are the most accurate reports available through your terminal.
(M.F.50) Your terminal has the ability to print duplicate receipts. You can turn this functionality on or off with the following steps. From the PaySpot home screen, select Menu.
(M.F.51) Enter your 5-digit operator code and press enter. Make sure the code you enter has admin authority.
(M.F.52) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.53) The option to change Operator Receipt is typically number five on this screen. Depending on whether this functionality has already been activated on your terminal, you will see one of two options. If you see ‘Op Receipt On’, that means the duplicate receipt is currently off, and you can turn it on by pressing the ‘5’ key. If you see ‘Op Receipt Off’, that means the duplicate receipt is currently on, and you can turn it off by pressing the ‘5’ key.
(M.F.54) The next screen is a confirmation screen. Depending on whether you are turning the duplicate receipt on or off, it will either ask you “Enable Operator Receipt?” or “Disable Operator Receipt?”. If this is what you wish to do, select Yes. Otherwise, select No. Having a duplicate receipt print allows you to give one copy to the customer, which has the PIN number on it, and keep one for the store records, which is helpful when reconciling your sales. PIN numbers will NOT print on duplicate receipts, so having the duplicate receipt is not a liability.
(M.F.55) Some retailers want barcodes to appear on the receipts, so the clerks can scan the prepaid receipts like they would any other product. To turn barcodes on or off, follow these instructions. From the PaySpot home screen, select Menu.
(M.F.56) Enter your 5-digit operator code and press enter. Make sure the code you enter has admin authority.
(M.F.57) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.58) Select ‘Preferences’ by pressing the corresponding number key. In the example shown, you would press the ‘4’ key.
(M.F.59) Option number 2 shows you your current barcode status. There are three options: Post-Print, Pre-Print and Disable. You can see that the terminal on the screen currently has barcode functionality disabled. If you want to change your terminal’s barcode status, press the ‘2’ key.
(M.F. 60) Post-Print means the barcode will print at the bottom of the receipt. Pre-Print means the barcode will print at the top of the receipt. Disabled will turn the barcode functionality off, so no barcodes print. Once you select 1, 2 or 3, your preference will be set.
(M.F. 61) If your store has a way to scan barcodes, PaySpot recommends selecting Option 2, Pre-Print. When processing any transaction on the terminal, you will always receive a confirmation screen; the benefit to the Pre-Print option is, the barcode will print at the top of the receipt, then the terminal will pause and ask if payment has been approved, similar to the screen shot you are seeing right now. This gives the clerk a final reminder to collect payment for the transaction if they haven’t already. If payment is approved, the clerk can select Yes¸ and the receipt will finish printing. If payment is not approved, the clerk should select No. This will cancel the transaction, and your store will not be charged.
(M.F. 62) Your PaySpot application has a setting called Training Mode. Training Mode allows you to go through the steps of processing a transaction, without actually processing the transaction. When a terminal is in Training Mode, the terminal will never dial out for transactions or reports, and every receipt will print with the words "DUMMY VOUCHER" on it. It is ideal to set the terminal to Training Mode when training a new employee. To enter or exit Training Mode, start by selecting Menu from the PaySpot home screen.
(M.F.63) Enter your 5-digit operator code and press enter. Make sure the code you key in has Admin authority.
(M.F.64) Select ‘Admin Functions’ by pressing the corresponding number key.
(M.F.65) The option to set Training Mode is typically number three on this screen. Depending on whether this functionality has already been activated on your terminal, you will see one of two options. If you see ‘Set Training Mode’, that means the terminal is in live mode, and you can turn on Training Mode by pressing the ‘3’ key. If you see ‘Exit Training Mode’, that means the terminal is currently in Training Mode, and you can exit Training Mode and go back to live mode by pressing the ‘3’ key.
(M.F.66) The next screen is a confirmation screen. Depending on whether you are setting or exiting Training Mode, it will either ask you “Set Training Mode?” or “Exit Training Mode?”. If this is what you wish to do, select Yes. Otherwise, select No.
Section 3: PIN-based sales
(P.B. 1) Instead of giving you step-by-step instructions for every possible transaction you could process on this terminal, we have broken down the instructions into two types: PIN-based and card swipe. This section covers PIN-based products.
(P.B. 2) There are several different types of PIN-based transactions which can be performed on your terminal. Here, you see a list of the various types of PIN-based products that are available from PaySpot. Product availability varies by store, so your location could offer one, a few, or all of the products listed here. Additional PIN-based products not listed could be added at a later date.
Wireless/Cellular PINs
Long Distance PINs
Mobile Content
Green Dot Debit
Local Phone
(P.B. 3) To begin any PIN-based transaction, select Sale from the main PaySpot menu by pressing the purple key under the word Sale.
(P.B. 4) Enter your 5-digit operator code with sales authority and press Enter. Please remember your operator code should not be shared with other employees. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(P.B. 5) Select the type of transaction you wish to process from the given menu, by pressing the corresponding number key. Please note that the menu that appears on your terminal could vary from the menu that is shown in this example.
To give you an example, I will walk you through the most common PIN-based transaction – prepaid cellular. For a cellular PIN, press ‘1’ on your keypad.
(P.B. 6) Prepaid Cellular is broken down alphabetically. Select the number that corresponds with the first letter of the carrier you are looking for. The alphabetical breakout on your terminal may appear different than the one shown here. In this example, if you wanted a Boost PIN, you would press the ‘1’ key, to see carriers A-C.
(P.B. 7) On this screen, we see all cellular carriers offered by PaySpot that begin with the letters A-C. To select Boost, press the ‘5’ key.
(P.B. 8) Next, the screen will prompt you to choose the denomination you want. In this instance, we are going to press the ‘1’ key, for a $20 Boost PIN.
(P.B. 9) The next screen is a confirmation screen. Always make sure to collect payment from the customer before processing a transaction. If you have successfully received payment from the customer and confirmed the PIN type, select the purple key under Yes to confirm the transaction. If you need to cancel the transaction – for whatever reason – press the fourth purple key under the word No. This confirmation screen is your last chance to back out of a transaction.
(P.B. 10) If you selected Yes, the terminal will save a duplicate copy of the receipt. For instructions covering how to turn a duplicate receipt on or off, refer to the “Duplicate Receipt” slides in the Management Functions section. (If you selected No, the terminal will go back to the main screen.)
(P.B. 11)A sales receipt will print, with the PIN number on it. Give that receipt to the customer. If the duplicate receipt function is turned on, a second copy will print for the store’s records. The duplicate receipt will not have the PIN number listed. The transaction is complete.
[insert video of someone performing a wireless PIN transaction] [script for video] To process a transaction for a wireless PIN, make sure you have first collected payment from the customer, then select Prepaid from the main terminal screen. From the PaySpot home screen, select sale, and enter your 5-digit operator code with sales authority and press Enter. Select ‘1’ for Cellular pins. To run a Boost transaction, we select ‘1’ on this menu for ‘B’. On this menu, Boost is number 5, so we press the 5 key. We will select 1 to process a $20 Boost pin. The terminal will then ask us to confirm our choice. Because we have barcodes turned on, the terminal prints the barcode, then checks to see that payment has been received and approved. We have already collected payment, so we select ‘Yes’. The terminal then prints a receipt with the pin number for us to give to the customer, and the transaction is complete.
Section 4: Swipe card sales
(C.S. 1) The previous section covered PIN-based transactions. This section covers card swipe transactions.
(C.S. 2) There are several different types of card swipe transactions which can be performed on your terminal. Here, you see a list of the various types of card swipe products that are available from PaySpot. Product availability varies by store, so your location could offer one, a few, or all of the products listed here. Additional card swipe products not listed could be added at a later date.
Long Distance Cards
Mall Gift Cards
Proprietary Gift Cards
NetSpend All Access Debit and Gift
Futura Debit and Gift
(C.S. 3) To begin any card swipe transaction, make sure the terminal screen is on the main PaySpot menu and simply swipe the card with the mag stripe face-down and towards the keypad. The exact transaction process can vary from product to product, but the terminal will always walk you through the process step-by-step. All you need to do is follow the instructions on the terminal screen. Here, we will walk you through a transaction for a long distance calling card.
(C.S. 4) The terminal will ask for your Operator Code. Enter your 5-digit operator code with sales authority and press Enter. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(C.S. 5) You will then get a confirmation screen. In this instance, a $10 Penny Power Long Distance Card was swiped, and the clerk is being asked to confirm that this is the card the customer is trying to buy. Always make sure to collect payment from the customer before processing a transaction. If you have successfully received payment from the customer and confirmed the card you swiped is the card they wish to buy, select the purple key under Yes to confirm the transaction. If you need to cancel the transaction – for whatever reason – press the fourth purple key under the word No. This confirmation screen is your last chance to back out of a transaction.
(C.S. 6) If you selected Yes, the terminal will save a duplicate copy of the receipt. For instructions covering how to turn a duplicate receipt on or off, refer to the “Duplicate Receipt” slides in the Management Functions section. If you selected No, the terminal will go back to the main screen.
(C.S. 7)A sales receipt will print. Give that receipt to the customer. If the duplicate receipt function is turned on, a second copy will print for the store’s records. The transaction is complete.
[insert video of someone performing a card swipe transaction] [script for video] To process a transaction for a swipe-based card, make sure you have first collected payment from the customer, then select Prepaid from the main terminal screen. At the PaySpot home screen, swipe the card the customer wants, with the mag stripe facing down and towards the keypad.
Enter your 5-digit operator code with sales authority and press Enter. Follow the instructions on the terminal, which can vary depending on the card swiped. Once you have made your selection, the terminal will ask you to confirm your choice. Because we have barcodes turned on, the terminal prints the barcode, then checks to see that payment has been received and approved. We have already collected payment, so we select ‘Yes’. The terminal then prints a receipt with the pin number for us to give to the customer with their card, and the transaction is complete.
Section 5: Reloading Cards
(R.C. 1) There are several swipe cards offered by PaySpot that can be reloaded or recharged, without having to get a brand new card.
(R.C. 2) Examples of reloadable cards include Long Distance cards provided by Airlink, Maskina/R2C, CCI and Encompass. Additional reload products include Proprietary Gift Cards, NetSpend Debit Cards and Futura Debit Cards.
(R.C. 3) To reload a swipe card that has recharge capabilities, follow the same steps as selling a new swipe card. Start by selecting prepaid; in this example, we would press F2. Please note that the process for reloading prepaid debit cards is different. Instead of starting by swiping the prepaid debit card, you will need to select Sale from the PaySpot home screen and select either Green Dot for a Green Dot debit card or Prepaid Debit for all other prepaid debit cards, and follow the terminal-prompted instructions from there.
(R.C. 4) Swipe the card provided by the customer. The mag strip should be face-down, towards the keypad.
(R.C. 5) The terminal will ask for your Operator Code. Enter your 5-digit operator code with sales authority and press Enter. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(R.C. 6) You will then get a confirmation screen. In this instance, a $10 Penny Power Long Distance Card was swiped, and the clerk is being asked to confirm that this is the card the customer is trying to buy. Always make sure to collect payment from the customer before processing a transaction. If you have successfully received payment from the customer and confirmed the card you swiped is the card they wish to buy, select the purple key under Yes to confirm the transaction. If you need to cancel the transaction – for whatever reason – press the fourth purple key under the word No. This confirmation screen is your last chance to back out of a transaction.
(R.C. 7) If you selected Yes, the terminal will save a duplicate copy of the receipt. For instructions covering how to turn a duplicate receipt on or off, refer to the “Duplicate Receipt” slides in the Management Functions section. If you selected No, the terminal will go back to the main screen.
(R.C. 8) A sales receipt will print with either the new card balance or the reload amount. Give that receipt to the customer. If the duplicate receipt function is turned on, a second copy will print for the store’s records. The transaction is complete.
Section 6: Credits and Refunds
(C.R. 1) Credits and Refunds
(C.R. 2) To receive a credit for a wireless pin, call customer service at the toll-free number listed on your terminal. Please have the sales receipt with you when you call. After obtaining the necessary information, the customer service representative will issue an immediate credit to your account. Please note that if it is discovered that the pin was used AFTER it was sold from your terminal, your account will be charged back. As long as the pin remains unused, the credit will stand.
(C.R. 3) To refund cards or pins that can be deactivated at the terminal – including Virgin Mobile pins, Futura Gift Cards, Proprietary Gift Cards, Sprint Long Distance Cards, and other Long Distance Cards – go into the prepaid menu. Do NOT swipe the card until prompted to do so.
(C.R. 4) Select Menu by pressing the fourth purple button.
(C.R. 5) The terminal will ask for your Operator Code. Enter your 5-digit operator code with refund authority and press Enter. (Authorities are discussed in the Management Functions section, if you need a refresher.)
(C.R. 6) Select ‘Refund Transaction’. Your menu could vary from the one shown here; in this example, we would press the 3 key.
(C.R. 7) Select the appropriate option based on the refund you wish to give. Your menu could vary from the one shown here. To give you an example, we are going to demonstrate how to refund a long distance calling card by selecting option 2.
(C.R. 8) You will need the card in order to process a refund. Swipe the card to be refunded, mag stripe down and facing toward the keypad.
(C.R. 9) The terminal will ask for the “Terminal Transaction Number”. You must have this number in order to refund the transaction. This number can be found on the original sales receipt. If the receipt is not present, no refund can be given. After you type in the transaction number as it appears on the receipt, press Enter.
(C.R. 10) The receipt will indicate if the refund was successful. If the refund is successful, the refund receipt will either show the new balance of the card or the refund amount. The receipt goes to the customer. If it is a long distance card and the balance is zero and the pin has not been scratched off, you can put the card back on the shelf to sell. If the refund is not successful, it either means that the card swiped and transaction number entered did not match, or the card had been used, which means it can not be refunded or deactivated.
Section 7: Preventing Fraud
(P.F 1) PaySpot would like to offer you a few tip to avoid fraud issues with your prepaid services.
(P.F 2) One of the most important things for every employee to know, is to NEVER GIVE PIN NUMBERS OVER THE PHONE. PaySpot will NEVER call your store and ask for a PIN number, so if someone claims they are with PaySpot and requests pin numbers – for whatever reason – do NOT give any PIN numbers over the phone, as it is a scam. A true PaySpot employee will only need the Control number or Serial number.
(P.F 3) Another very important piece of advice is to ALWAYS TAKE PAYMENT FROM THE CUSTOMER BEFORE PROCESSING A TRANSACTION. If the customer doesn’t have cash, or gives you a credit card that will be declined, you want to know that BEFORE you process a transaction, so your store doesn’t incur any unnecessary charges. This also helps to avoid customers walking out of your store with activated cards while they “just go out to the car to get their checkbook”, when in reality, they are walking out to never come back, and you store just got charged but didn’t collect payment from the customer.
Assign each clerk a confidential operator code and require them to use that code only. Do not make codes too simple, and don’t set up all of your clerks under one operator code. When a clerk resigns or gets let go, remove his or her code from the terminal.
Reconcile your store’s cash drawer and prepaid terminal at least once per day.
Never refund a product that has left your store or been out of your sight. Chances are good that it could have been used during that time.
(P.F 4) Some final notes to be aware of:
Terminal receipts include phone card and gift card serial numbers just below the product description. The final 6 digits on the receipt should match the final 6 digits of the number that appears on the card itself. If the numbers do not match, the receipt is not for the phone card or gift card presented. If a customer comes back with a gift or debit card and states the card has no balance, do not give a refund or activate the card unless the customer has the original receipt showing that the card was indeed paid for in the first place. You should also verify that the card really does NOT have a balance by calling the Customer Service number on the back of the card.
Thank you
Thank you for choosing PaySpot. If you still have questions after watching this training video, contact your Account Manager or call PaySpot Customer Service by dialing the phone number listed on your terminal.
Budget USD$750 - 999
(P.F 3) Another very important piece of advice is to ALWAYS TAKE PAYMENT FROM THE CUSTOMER BEFORE PROCESSING A TRANSACTION. If the customer doesn’t have cash, or gives you a credit card that will be declined, you want to know that BEFORE you process a transaction, so your store doesn’t incur any unnecessary charges. This also helps to avoid customers walking out of your store with activated cards while they “just go out to the car to get their checkbook”, when in reality, they are walking out to never come back, and you store just got charged but didn’t collect payment from the customer.
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