Heartland Connect Merchant Manual

Heartland Connect Merchant User Manual
Visit us at: http://www.heartlandpaymentsystems.com or call (888)963-3600
Merchant User Manual

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
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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
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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
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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
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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
Heartland Payment Systems™ Rev 3/15/2013 1

 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:
HeartlandServiceCenter@e-hps.com
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 YourEmail@email.com 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
See Credit Card Transaction Receipt Field Descriptions on page 34 for definitions
of the fields on this 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.


Address.


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 For manually entered transactions, enter the expiration
Date(MMYY) 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 Merchant’s name, street address, city, state, and zip code.
Information
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


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.
information into the remaining fields. See Debit Card Field Descriptions
5. Click Process.

See Debit Card Field Descriptions page 43 for more information.

Debit Return Receipt
See Debit Card Transaction Receipt Field Descriptions on page 44 for


Debit Card Field Descriptions

Field Description
Card Number Swipe the cardholder’s debit card.
Expiration Displays the expiration date in MMYY format.
Date(MMYY)
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 If applicable, enter cash back amount.
Amount
Invoice Number If applicable, enter the invoice #.
Customer ID If applicable, enter the customer’s ID.
the receipts.

Debit Card Transaction Receipt Field Descriptions

Field Description
Information
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.
information into the remaining fields. See EBT Card Field Descriptions on
4. Click Process.

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.
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.
Expiration For manually keyed transactions, enter the expiration date
Date(MMYY) 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 If applicable, enter cash back amount.
Amount
Invoice Number If applicable, enter the Invoice number.
the receipts.

EBT Card Transaction Receipt Field Descriptions

Field Description
Information
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.
etc.).
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.

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

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.
See Check Transaction Receipt Field Descriptions on page 67 for definitions

of the fields on this screen.
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
Bank routing or transit number.
Routing/Transit
Account Number Customer’s account number
Customer ID Customer’s identification number.
Invoice Number If applicable, the invoice number.
Social Security Customer’s Social Security number.
Number
Date of Birth Customer’s date of birth.
Driver’s License Customer’s driver’s license number.
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) Customer’s postal or zip code.
Code
Additional ID1 Additional ID number.
Additional ID1 Type of additional ID, Passport, Military ID, Bar-Coded ID.
Type

Check Transaction Receipt Field Descriptions

Field Description
Information
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.
etc.).
Total Amt Total amount of the transaction.
Agreement Agreement message to pay for the goods or services.
Message
Signature Signature line.
Printed Name Customer’s name.
Printed Phone Customer’s phone number.
Num with Area
Code
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

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
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
Information
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, City, state, and zip or postal code.
Province, Postal
(Zip) Code
Country Use the drop-down box to select the country.
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.
Address.
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 This option will only appear if the “Have Connect
Payments 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 The total amount of the contract.
Each Payment
(Read Only)
Status Active or Inactive.
Which Account Use the drop-down box to select which account to bill for this
should be Billed contract.
for this Contract?
Add New Credit Select to add new payment information for this contract.
Card or ACH Info
Execute this From the drop-down list, select how often this contract
Contract should be executed.
If a transaction is Indicate how many times Heartland Connect should attempt
ever declined . . . to reprocess declined transactions for this contract. A zero
(0) means do not reprocess.
Would you like to Indicate if you would like to send an email for approved
receive a transactions. The email used is what was provided to
confirmation Heartland for when the Merchant account was setup within
e-mail . . . Heartland Connect
Would you like to Indicate if you would like to send an email for declined
receive a transactions. The email used is what was provided to
confirmation Heartland for when the Merchant account was setup within
e-mail . . . Heartland Connect
Would you like Indicate if and when you would like to send an email to the
transaction customer for transactions.
receipts to be E-
mailed to the
customer?
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
Choose All, Approved, or Other.
Status
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, Choose All, Month-to-Day, Previous Month, Last 30 Days,
From 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 Choose Current Month or Next Month and the expiration
(MMYY), From 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.
down list.

 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.
down list.
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 User can change the Security Settings

Security
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.
Note: USB card readers do not

require and special setup. Just plug
and play
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:


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.
(3)
Power Adaptor for Serial to Pin Pad 1000se
(2)
Serial to Pin Pad 1000se Connector (1)
Pin Pad 1000se
Locate Serial Port on PC
(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

USB to Serial Converter Mini MICR Reader Settings

Mini MICR Reader.

 Data bits: 8
 Parity: None
 Stop bits: 1

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

MICR Imager.

 Data bits: 8
 Parity: None
 Stop bits: 1

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.
Cover
Open
Lever
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.

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%20Sup
port%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
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
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
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.
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

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 Overview, 4
Credit Card Adjustment Transaction, 23
ActiveX Setup, 151 Credit Card Adjustment Transaction Receipt, 24
Add Contract, 73 Credit Card Force Auth Transaction, 20
Add Customer, 65 Credit Card Force Auth Transaction Receipt, 22
Add User, 99 Credit Card Info, 67
Credit Card Pre-Auth Transaction, 14
Credit Card Pre-Auth Transaction Receipt, 16
B Credit Card Return Transaction, 17
Basics Credit Card Return Transaction Receipt, 19
Change Password, 6 Credit Card Sale Transaction, 11
Getting Help, 9 Credit Card Sale Transaction Receipt, 13
Getting Started, 4 Credit Card Transactions
License Agreement, 5 Adjust, 23
Logging In, 4 Adjustment Receipt, 24
Main Menu, 7 CVV Information, 30
Navigation, 9 Entering, 10
Tabs, 9 Force Auth, 20
Batch Import, 92 Force Auth Receipt, 22
Batch Upload, 92 Pre-Auth, 14
Batch Upload Example, 92 Pre-Auth Receipt, 16
Receipt Field Descriptions, 29
Return, 17
C Return Receipt, 19
Card Reader Setup, 104 Sale, 11
Cash Return Transaction, 61 Sale Receipt, 13
Cash Return Transaction Receipt, 62 Transaction Field Descriptions, 27
Cash Tender Transaction, 59 Void, 25
Cash Tender Transaction Receipt, 60 Credit Card Void Transaction, 25
Cash Transactions Current Batch Summary Reports, 89
Cash Tender, 59 CVV Information, 30
Cash Tender Receipt, 60 American Express CID, 31
Overview, 59 Discover CID, 30
Receipt Field Descriptions, 64 MasterCard CVC2, 30
Return, 61 VISA CVV2, 30
Return Receipt, 62
Transaction Field Descriptions, 63 D
Change Password, 6
Check COM Port in Windows Vista, 155 Debit Card Return Transaction, 35
Check COM Port in Windows XP, 153 Debit Card Return Transaction Receipt, 37
Check Reader ActiveX Controls Setup, 115 Debit Card Sale Transaction, 32
Check Reader Control Download, 113 Debit Card Sale Transaction Receipt, 34
Check Sale Transaction, 49 Debit Card Transactions
Check Sale Transaction Receipt, 51 Overview, 32
Check Transactions Receipt Field Descriptions, 39
Overview, 49 Return, 35
Receipt Field Descriptions, 58 Return Receipt, 37
Sale, 49 Sale, 32
Sale Receipt, 51 Sale Receipt, 34
Transaction Field Descriptions, 57 Transaction Field Descriptions, 38
Verify, 52 Detail Report, 85
Verify Receipt, 54 Device Setup
Void, 55 Card Reader, 104
Check Verify Transaction, 52 Check Reader ActiveX Setup, 115
Check Verify Transaction Receipt, 54 Check Reader Control Download, 113
Check Void Transaction, 55 MICR Imager, 111
Check/ACH Info, 70 MICR Imager in Connect, 112
Connect Basics Mini MICR, 109

Mini MICR in Connect, 110 System Requirements, 3

Overview, 104 Transactions, 1
PIN Pad, 106
PIN Pad in Connect, 107
K
E Keyboard
Navigation, 9
EBT Balance Inquiry Transaction, 46
EBT Card Transactions
Overview, 40
L
EBT Cash Benefit Sale Transaction, 43 License Agreement, 5
EBT Food Stamp Return Transaction, 45 Logging In, 4
EBT Food Stamp Sale Transaction, 40
EBT Food Stamp Sale Transaction Receipt, 42
EBT Food Stamp Voucher Transaction, 44 M
EBT Transactions Main Menu, 7
Balance Inquiry, 46 Manual Settlement, 91
Cash Benefit Sale, 43 MICR Imager Setup, 111, 112
Food Stamp Return, 45 MICR Imager USB to Serial Converter Settings, 125
Food Stamp Sale, 40 Mini MICR Reader USB to Serial Converter Settings,
Food Stamp Sale Receipt, 42 124
Food Stamp Voucher, 44 Mini MICR Setup, 109, 110
Receipt Field Descriptions, 48 Mouse
Transaction Field Descriptions, 47 Navigation, 9
End of Day Settlement
Batch Import, 92
Batch Upload, 92 N
Batch Upload Example, 92
Navigation, 9
Manual Settlement, 91
Keyboard, 9
Overview, 91
Mouse, 9
Entering Credit Card Transactions
Overview, 10
Epson Printer Drivers P
Installation in Windows Vista, 128
Installation in Windows XP, 126 Password
Epson Printer Page and Margins Setup, 134 Change, 102
Epson Printer Setup in Connect, 133 PDF Format, 88
Excel Format, 88 PIN Pad Setup, 106
Exporting Reports, 87 PIN Pad Setup in Connect, 107
Excel Format, 88 PIN Pad USB to Serial Converter Settings, 123
PDF Format, 88 Post Authorization Transaction
Tab Delimited Format, 88 When to Use, 14
XML Format, 88 Previous Batch Summary Reports, 90
F R
Find and Edit User, 100 Receipt
Find Transactions Setup, 103
Overview, 81 Receipt Fields
Find Transactions, 81 Account Number, 29, 39, 48, 58
Agreement Message, 58
Authorization Code, 29, 39, 48, 58
G Batch Number, 29, 39, 48
Card Type, 29, 39, 48
Getting Help, 9
Cardholder Signature, 29, 48
Getting Started, 4
Cash Back, 39
Check Number, 58
I Convenience Fee, 29
Customer ID, 29
Introduction, 1 Date and Time, 29, 39, 48, 58, 64
Overview, 1 Description, 29, 39, 48, 58, 64
Reporting, 2 Entry Method, 58

Expiration Date, 29, 39, 48 Amount, 84, 86

Invoice Number, 29, 39, 48, 64 Approval Code, 86
Merchant Information, 29, 39, 48, 58, 64 Auth Amount, 86
Message, 29, 39, 48, 58, 64 Authorization Amount, 84
Name, 29, 39, 48, 58 Capture Amount, 84
Name on Check, 58 Capture Amt, 86
Phone, 58 Card Type, 84
Phone Number, 58 Check Number, 86
PO Number, 29 Customer ID, 86
Receipt Copy, 29, 39, 48 Date, 86
Receipt Legend, 58 Deposit Amt, 89
Result, 29, 39, 48, 58, 64 Deposit Quantity, 89
Routing/Transit Number, 58 Invoice Number, 86
Sale Tax Amount, 29 Name, 86
Shipping Amount, 29 Net Amount, 89
Signature, 58 Net Quantity, 89
Street Address, 29 Payment Type, 86, 89
Subtotal, 39 PO Number, 86
Tip Amount, 29, 39 Reference Number, 86
Total Amount, 29, 39, 48, 58, 64 Register, 86
Transaction Entry Method, 29, 39, 48 Results, 86
Transaction Number, 29, 39, 48, 58, 64 Return Amount, 84, 90
Transaction Type, 29, 39, 48, 58, 64 Return Amt, 89
Zip Code, 29 Return Count, 84, 90
Receipts Return Quantity, 89
Cash Return Transaction, 62 Routing/Transit Number, 86
Cash Tender Transaction, 60 Sale Amount, 84, 90
Check Sale Transaction, 51 Sale Count, 84, 90
Check Verify Transaction, 54 Settlement Amount, 85
Credit Card Adjustment Transaction, 24 Settlement Count, 85
Credit Card Force Auth Transaction, 22 Status, 86
Credit Card Pre-Auth Transaction, 16 Tender Type, 90
Credit Card Return Transaction, 19 Tip Amount, 84, 86
Credit Card Sale Transaction, 13 Total Amount, 84, 90
Debit Card Return Transaction, 37 Total Count, 90
Debit Card Sale Transaction, 34 Transaction Count, 84
EBT Food Stamp Sale Transaction, 42 Transaction Type, 84
Recurring Billing Check Billing Transaction, 72 Type, 86
Recurring Billing Transaction, 69 User, 86
Recurring Billing Check Billing Receipt, 72
Recurring Billing Transaction Receipt, 69
Recurring Billing Transactions
S
Add Contract, 73 Screen Tabs, 9
Add Customer, 65 Security
Check/ACH Info, 70 Setup, 98
Credit Card Info, 67 Setting Up Devices, 104
Expiration Report, 80 Setup, 98
Overview, 65 ActiveX, 151
Report, 79 Add User, 99
View Contracts, 77 Change Password, 102
View Customers, 75 Check COM Ports in Windows Vista, 155
Reporting Check COM Ports in Windows XP, 153
Current Batch Summary, 89 Epson Printer Drivers in Windows XP, 126
Detail Report, 85 Epson Printer Page and Margins Setup, 134
Exporting Reports, 87 Epson Printer Setup in Connect, 133
Overview, 83 Find and Edit User, 100
Previous Batch Summary, 90 Install Epson Printer Drivers in Windows Vista,
Summary and Detail Reports, 83 128
Summary Report, 83 Install Star Printer Drivers in Windows Vista, 141
Reporting Fields Install Star Printer Drivers in Windows Vista from
Account Number, 86 Zip File, 146
Account Type, 86 Install Star Printer Drivers in Windows XP, 137

Install USB to Serial Adapter in Windows XP, 115 Address Information, 66

Install USB to Serial Converter in Windows Vista, Amount, 38, 47, 57
120 Approval Code, 82
Overview, 98 Auth Amount, 82
Receipt, 103 Authorization Code, 27, 47
Security, 98 Bank Routing/Transit Number, 57
Star Printer Print Test, 150 Bill Contract, 73
Star Printer Properties, 149 Billed Amount, 79
Star Printer Receipt Orientation Setup, 150 Capture Amount, 82
Star Printer Second Copy Printing Setup, 150 Card Holder, 27, 38, 47
Star Printer Setup, 135 Card Number, 27, 38, 47
Star Printer Setup in Connect, 149 Card Present, 27
USB to Serial Converter for MICR Imager, 125 Cash Back Amount, 38, 47
USB to Serial Converter for Mini MICR Reader, Check Number, 57
124 Check Type, 57
USB to Serial Converter for PIN Pad, 123 City, 27, 57
USB to Serial Converter Verification in Windows Company, 66
Vista, 121 Confirmation, 74
USB to Serial Converter Verification in Windows Contract ID, 73
XP, 118 Contract Name, 73
Setup Fields Convenience Fee, 27
City, 99 Country, 66
Country, 99 Customer ID, 27, 38, 66, 80, 82
Email Address, 99 Customer ID, 79
First Name, 99 CV Presence, 27
Last Name, 99 CV2, 27
Phone Number, 99 Date, 82
Postal Code, 99 Date, 63
Province, 99 Date of Birth, 57
Security Level, 99 Date Range, 79
State, 99 Daytime Phone, 66
Street Address 1, 99 Department, 66
Street Address 2, 99 Driver’s License Number, 57
System Level, 99 Email, 57, 66
Time Zone, 99 End Date, 73
User Name, 99 Evening Phone, 66
Star Printer Drivers Execute this Contract, 73
Installation in Windows Vista, 141 Expiration Date, 27, 38, 47
Installation in Windows Vista from Zip File, 146 Expiration Dates, 80
Installation in Windows XP, 137 Fax, 66
Star Printer Print Test, 150 First Name, 66
Star Printer Properties, 149 Force Duplicate, 27, 38, 47
Star Printer Receipt Orientation Setup, 150 ID Number, 57
Star Printer Second Copy Printing Setup, 150 ID Type, 57
Star Printer Setup, 135 Invoice Number, 27, 38, 47, 57, 63, 82
Star Printer Setup in Connect, 149 Last Name, 66
Summary and Detail Reports, 83 Mobile Phone, 66
Summary Report, 83 Name, 82
System Requirements Name on Account, 57
Hardware, 3 Payment Declined, 73
Peripherals, 3 Payment Method, 79
Software, 3 Payment Type, 82
Phone Number), 57
PNRef, 28, 38, 47
T PO Number, 27, 82
Tab Delimited Format, 88 Reference Number, 82
Transaction Active/Inactive, 73 Register, 82
Transaction Fields Result, 82
Account Number, 57, 82 Shipping Amount, 63
Account Type, 57, 82 Shipping Amount, 27
Active/Inactive, 66 Social Security Number, 57
Add Credit Card, 73 Start Date, 73

State, 57 U
Status, 80, 82
Status, 79 USB to Serial Adapter
Street Address, 27, 57 Installation in Windows XP, 115
Subtotal, 27, 63, 73 USB to Serial Converter
Tax Amount, 27, 63, 73 Installation in Windows VistaXP, 120
Time, 63 Verification in Windows Vista, 121
Tip Amount, 27, 38, 63, 82 Verification in Windows XP, 118
Title, 66
Total Amount, 27, 38, 47, 63, 73
Type, 82 V
User, 82 View Contracts, 77
Voucher Number, 47 View Customers, 75
Zip Code, 27, 57, 66
X
XML Format, 88

Heartland Connect Merchant Manual

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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

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

Heartland Payment Systems™ Rev 3/15/2013 iii

RECURRING BILLING REPORT ................................................................................................................... 89

Heartland Payment Systems™ Rev 3/15/2013 iv

EPSON PRINTER SETUP IN HEARTLAND CONNECT ...................................................................................149

Heartland Payment Systems™ Rev 3/15/2013 v

Heartland Payment Systems™ Rev 3/15/2013 1

 eCheck transactions verified against a national negative check database

Heartland Payment Systems™ Rev 3/15/2013 2

Heartland Payment Systems™ Rev 3/15/2013 3

Getting Started with Connect

Type your Username and Password in the appropriate fields.

Heartland Payment Systems™ Rev 3/15/2013 4

Heartland Payment Systems™ Rev 3/15/2013 5

Heartland Payment Systems™ Rev 3/15/2013 6

The Main Menu

Heartland Connect uses a folder hierarchy format to navigate through Heartland

Recurring Billing: For performing the following functions:

Heartland Payment Systems™ Rev 3/15/2013 7

 Billing Report – Report showing account numbers and amounts of

Current Batch – For displaying information for transactions in the current

Heartland Payment Systems™ Rev 3/15/2013 8

Using the Mouse

Heartland Payment Systems™ Rev 3/15/2013 9

Heartland Payment Systems™ Rev 3/15/2013 10

Processing Credit Card Transactions

Important Security Note:

Heartland Payment Systems™ Rev 3/15/2013 11

Heartland Payment Systems™ Rev 3/15/2013 12

Heartland Payment Systems™ Rev 3/15/2013 13

See Credit Card Transaction Receipt Field Descriptions on page 34 for

Heartland Payment Systems™ Rev 3/15/2013 14

Heartland Payment Systems™ Rev 3/15/2013 15

Heartland Payment Systems™ Rev 3/15/2013 16

See Credit Card Transaction Receipt Field Descriptions on page 34 for

Heartland Payment Systems™ Rev 3/15/2013 17

Credit Card Return Transaction

Heartland Payment Systems™ Rev 3/15/2013 18

Heartland Payment Systems™ Rev 3/15/2013 19

Heartland Payment Systems™ Rev 3/15/2013 20

Force Auth Transaction

Heartland Payment Systems™ Rev 3/15/2013 21

5. Click Process. The approval displays.

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Force Auth Receipt

See Credit Card Transaction Receipt Field Descriptions on page 34 for

Heartland Payment Systems™ Rev 3/15/2013 24

The Verify feature allows a merchant to determine if a customer’s Visa or

To do a Verify transaction, follow these steps:

4. Enter or swipe the Credit Card

Heartland Payment Systems™ Rev 3/15/2013 25

 Note: if the card is a non-Visa and non-MasterCard, then the Zip

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