Transacting with your Standalone Terminal

Overview

When your terminal is configured as standalone, your terminal is not dependent on any external POS or hardware. The transaction amount is inputted directly into the terminal and tendered.

An EFTPOS receipt can be printed by the built-in printer. No items or other tax invoice details will be on the receipt, it will show card transaction details only.

Transaction Types

Financial Card Transactions

Please contact WEX to add financial card transaction capability to your standalone terminal.

Motorpass PurchaseMotorpass RefundFinancial Card PurchaseFinancial Card Refund

Step	Instructions
1	Enter the purchase amount and press Enter.
2	Let the customer swipe their WEX Motorpass card, with the magnetic strip facing upwards.
3	Add products by navigating through the Product Selection menu. Locate the products to be added by navigating through the product hierarchy.
4	Tap on the product group and tap on the specific product type.
5	Tap on the Volume field and use the keypad to type the dispensed litres. Then tap on the Amount field and enter the amount (Volume x Pump Price) using the keypad. The Volume and Pump Price must multiply to the exact amount (to 2 decimal places) to proceed to the next step.
6	Once the full purchase amount is covered with products, the confirmation screen will appear. Tap on any items on this screen to amend the transaction. If all details are correct, tap on the Next button.
7	If prompted for a PIN, let the customer input their PIN.
8	If the customer has confirmation prompts, one of the following may appear: Enter Odometer (up to 7 characters) if prompted and press/tap Enter. Enter Reference (up to 15 characters) if prompted and press/tap Enter. Confirm registration, if prompted. Press Enter if the registration number embossed on the card, matches the registration number on the vehicle. If it does not match, press Cancel and cancellation receipt will print.
9	A merchant copy receipt will automatically print. A customer copy may be optionally printed.

Step	Instructions
1	Tap on the main menu (☰) button and then tap Refund. Enter the Refund Passcode to proceed.
2	Enter the refund amount and press Enter.
3	Let the customer swipe their WEX Motorpass card.
4	Add products by navigating through the Product Selection menu. Locate the products to be added by navigating through the product hierarchy.
5	Tap on the product group and tap on the specific type. If wetstock is being refunded, you will be navigated to a product amount screen.
6	The Amount field is pre-filled so tap on the Volume field and use the keypad to type the dispensed litres. The Volume and Pump Price must multiply to the exact amount (to 2 decimal places) to proceed to the next step.
7	Once the full refund amount is covered with products, the confirmation screen appears. Tap on any items on this screen to amend the transaction. If all details are correct, tap on the Next button.
8	If prompted for a PIN, let the customer input their PIN.
9	The transaction result displays and a merchant copy receipt automatically prints. The merchant copy can be printed again by tapping on the printer icon. A customer copy may be optionally printed by tapping on the receipt icon and then tapping the printer icon.

Step	Instructions
1	Enter the purchase amount and press Enter.
2	Request the customer to tap, swipe or insert their card.
3	If prompted, tap CHQ, SAV or CR on the terminal.
4	The customer will be prompted to enter their PIN (if required).
5	Under certain circumstances, a signature is required to verify whether the customer is the owner of the card. If the terminal requests you verify the customer's signature, ask the customer to sign the printed receipt. Ensure that the signature provided matches the signature on the rear of the customer's card and select Yes. If the signature doesn't match, select No and the transaction will be cancelled.
6	A merchant receipt will be automatically printed and the transaction will be approved. A prompt will appear to print a customer receipt; if Yes is selected, a customer receipt will be printed.

PIN Bypass

If the customer doesn’t know or wish to enter a PIN (step 4), you can skip (bypass) this step for certain card types (typically international signature-based cards). If the terminal prompts for 'Enter PIN or OK', you can leave the PIN blank and press 'Enter'. The card issuer will make a decision on if it will accept the transaction without a PIN and will respond accordingly.

Surcharge

If configured, your customers may be asked to accept a surcharge. Please see surcharging for further information.

Step	Instructions
1	On the main menu, tap on Refund.
2	If enabled, enter the Merchant Passcode and press Enter.
3	Input the refund amount and press Enter.
4	Request the customer to tap, swipe or insert their card.
5	Let the customer enter their PIN.
6	A merchant copy receipt will automatically print. A customer copy may be optionally printed.