Verifone Vx520. Restaurant/Retail Quick Reference Guide

Transcription

1 Verifone Vx520 Restaurant/Retail Quick Reference Guide Technical Support (800) Option 3 Customer Service (800) Option 4

2 CREDIT CARD SALE MANUALLY KEYED IN SALE (CONT.) 01/01/15 12:00 1. Swipe the credit card. 4. Enter tip amount, then press Tip: Enter server number if prompted, then press Type in the card number, then press Card Entry/Account #: 3. Enter sale amount, then press Credit Choose Card: Debit 6. Choose the type of card you wish to process using the F Tip: 0.00 Credit Choose Card: Debit Connected... YES PRNT CUST COPY? NO 4. Enter tip amount, then press 5. Choose type of card you wish to process using the F keys located to the right of the PROMPT WILL VARY BASED ON ACCEPTED CARD TYPES. 7. When prompted to print a receipt, select your choice using the F SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED. MANUALLY KEYED IN SALE 01/01/15 12:00 1. Press to select. Exp Date (MMYY) YES Card Present? NO YES Phone Order? NO Skip Enter CVV2 Code Address: Present XRead XPresent PROMPT WILL VARY BASED ON ACCEPTED CARD TYPES. 7. Enter the card s expiration date following the format of MMYY, then press 8. If customer card is present, choose YES and proceed to step 10. If customer card is not present, choose NO and go to next step. 9. Indicate whether or not this is a phone order using the F 10. If you choose Present, enter the CVV2 code on the back of the customer card, or the front of American Express cards. If card is not present or cannot be read, proceed to the next step. 11. Enter the house or P.O. Box number of the card s billing address, then press Next, enter the zip code of the card s billing address, then press NOT AVAILABLE ON ALL TERMINALS. 2. Enter server number if prompted, then press Connected The terminal will connect and and 3. Enter sale amount, then press YES PRNT CUST COPY? NO 13. When prompted to print a receipt, select your choice using the F keys located to the right of the SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED.

3 NFC SALE EMV CARD SALE 01/01/15 12:00 1. Press to select. 01/01/15 12:00 1. Press to select. 2. Enter server number if prompted, then press 2. Enter server number if prompted, then press 3. Enter sale amount, then press 3. Enter sale amount, then press 4. Enter tip amount, then press 4. Enter tip amount, then press Tip: 0.00 Tip: 0.00 $0.00 Card Entry/Account #: 5. Hold the device near the terminal. An audible alert will let you know the transaction has been picked up Card Entry/Account #: 5. Insert chip card into card slot at the front of the terminal. Card will click into place. DO NOT REMOVE CARD UNTIL PROMPTED! Connected... and Connected Remove card when prompted and terminal will display Return Terminal to Clerk. Remove Card YES PRNT CUST COPY? NO 7. When prompted to print a receipt, select your choice using the F keys located to the right of the SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED. YES PRNT CUST COPY? NO 8. When prompted to print a receipt, select your choice using the F SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED. NFC SALE VISUAL AID EMV SALE VISUAL AID LOGO

4 TICKET ONLY/FORCED SALE Settlement Auth Only Check 1. Press the DOWN key located on the left hand side, just above the number pad, then press to select. 01/01/15 12:00 1. Press to select. USE PASSWORD AT THE END OF THIS DOCUMENT IF PROMPTED. Tip: 0.00 $0.00 Card Entry/Account #: Credit Choose Card: Debit Exp Date (MMYY) XXXXXXXXXXXX1234 LAST/FIRST Order Number: Total: $0.00 Appr Code: 2. Enter server number if prompted, then press 3. Enter sale amount, then press 4. Enter tip amount, then press 5. Swipe the card, insert chip card, or key in the card number, then press 6. Choose the type of card you wish to process using the F keys located to the right of the PROMPT WILL VARY BASED ON ACCEPTED CARD TYPES. 7. Enter the card s expiration date following the format of MMYY, then press 8. Enter the order number, then press 9. Enter the 6 digit authorization code given to you by the voice auth center. Then press The terminal will print the merchant s receipt. IF A LETTER IS NEEDED, YOU MUST PRESS THE CORRESPONDING NUMBER KEY FOLLOWED BY ALPHA TO TOGGLE THE CORRECT SELECTION. YES PRNT CUST COPY? NO 10. When prompted to print a receipt, select your choice using the F SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED. YES Last Trans? NO Inv# By: Acct# Last 4 Digits: YES CARD TYPE TRANS TYPE INV# $0.00 Last 4 of CC# Exp Date NO Next YES PRNT CUST COPY? NO REPORTS 01/01/15 12:00 REPORTS Totals Report Detail Report Store Fwd Rpt Total: shows dollar amounts only. Detail: shows card and transactional info with amounts. Server Reports Shift Reports Unadjust Report Batch History 2. Press to void the last successful transaction. Press to void a previously run transaction from the current batch. 3. If you selected NO, you can search the transaction by Invoice Number or Account Number using the F keys located to the right of the 4. If you select Acct#, enter the last 4 digits of the credit card number and press 5. If you selected YES, the transaction information is displayed. Using the F keys you can void the displayed transaction or move to the next one in the batch. 6. When prompted to print a receipt, select your choice using the F keys located to the right of the SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED. 1. Press the REPORTS key located on the right hand side, just above the number pad. 2. Using the F keys located to the right of the display, select the report you want to print. ADDITIONAL REPORTS AVAILABLE BY PRESSING THE DOWN KEY. 3. Using the F keys located to the right of the display, select the report you want to print.

5 REFUND SETTLEMENT 01/01/15 12:00 1. Press to select. USE PASSWORD AT THE END OF THIS DOCUMENT IF PROMPTED. Settlement Auth Only Check 1. Press the DOWN key located on the left hand side, just above the number pad, then press to select Settlement. $0.00 $0.00 Card Entry/Account #: Credit Choose Card: Debit YES PRNT CUST COPY? NO REPRINT 01/01/15 12:00 REPRINT Last Receipt Any Receipt 2. Enter server number if prompted, then press 3. Enter refund amount, then press 4. Swipe the card, insert chip card, or key in the card number, then press 5. Choose the type of card you wish to process using the F PROMPT WILL VARY BASED ON ACCEPTED CARD TYPES. 6. When prompted to print a receipt, select your choice using the F keys located to the right of the SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED. 1. Press the REPRINT key located 2nd from the right, just above the number pad. 2. Press to reprint the last transaction s receipt. Press to look up and reprint any other receipt. Settlement s: $ $0.00 s: $ $0.00 Totals: $ $0.00 Enter to Confirm Verify totals and press Terminal will dial out and close the day s transactions. SOME TERMINALS MAY REQUIRE THE TOTAL SALES DOLLAR AMOUNT BE ENTERED BEFORE YOU PRESS ADJUST (NOT AVAILABLE ON EMV SALES) 01/01/15 12:00 Tip Adjust Srvr Retrieve By: Amt Tip Adjust Invoice Number: Acct Inv# Tip Adjust Adj CARD TYPE TRANS TYPE INV# $0.00 Appr Code Exp Date Tip Adjust Prev Next Inv# Tip 0.00 New Tip: $ Tip Adjust Approved 1. Press the REPORTS key located on the right hand side, just above the number pad. Press to find the sale by the invoice number. Enter the invoice number from the receipt, then press Press to select Adj in order to adjust the transaction currently displayed. Enter the tip amount and press Screen will display the total of the transaction, including the tip that you just added. Press CANCEL to return to idle prompt. Reprint Any Rcpt Invoice Number: 3. If you pressed, enter the invoice number found on the merchant copy of the receipt you wish to reprint, then press YOU CAN PRINT A DETAIL REPORT TO GET THE INVOICE NUMBER IF NEEDED.

6 ADDING SERVER NUMBERS 01/01/15 12:00 1. Press ENTER to access configuration menu. CONFIGURATION Setup Servers Menus/Keys CONFIGURE SERVER Log On Server Log Off Server Add Server Add Servr 2. Press to select Servers. 3. Press to select Add Server. 4. Enter the password at the end of this document, then press Password: Add Servr 5. Enter the desired server number, then press Enter the desired password for this server and press Reenter the password to verify, then press NOT AVAILABLE ON ALL TERMINALS. ENTER E 01/01/15 12:00 1. Press *, to exit the credit card app. 01/01/15 12:00 3. Press to enter the egiftsolutions app. CLERK FUNC CUST SERVICE 01/01/15 12:00 CommServer ELECPAYMENTS EPAYMENTS 2. Press. GIFT LOYALTY 4. Choose the type of card you wish to process using the F

7 GIFT CARD A NEW CARD (CONT.) 1. Press to select. Enter Amt: $ Enter sale amount, then press 2. Swipe the card or key in the card number, then press 3. Enter server number if prompted, then press 6. Press to print a customer copy, or to cancel and return to the home screen. Enter Amt: $ 0.00 Enter Tip: $ 0.00 A NEW CARD 4. Enter sale amount, then press 5. Enter tip amount, then press and 7. Press to print a customer copy, or to cancel and return to the home screen. /RETURN Enter Trans# 1. Press the DOWN key located on the left, just above the number pad, then press to select. 2. Swipe the card or key in the card number, then press 3. Enter server number if prompted, then press 4. Enter transaction number, then press 1. Press to select. the transaction 0.00 Trans Id: Confirm? YES NO 5. The transaction information is displayed. Press DOWN to confirm, or REPORTS to cancel. 2. Swipe the card or key in the card number, then press 3. Enter server number if prompted, then press 7. Press to print a customer copy, or to cancel and return to the home screen.

8 ADD FUNDS TO CARD CARD 1. Press to select. 1. Press the DOWN key twice, then press to select. 2. Swipe the card or key in the card number, then press 3. Enter server number if prompted, then press -WOREFUND -WREFUND 2. Press if you are not issuing a refund on the balance of the card. Press to have the receipt print the remaining balance. 3. Swipe the card or key in the card number, then press Enter Amt: $ Enter the amount to add to the card, then press 4. Enter server number if prompted, then press and 6. Press to print a customer copy, or to cancel and return to the home screen. 6. Press to print a customer copy, or to cancel and return to the home screen. 1. Press the DOWN key located on the left, just above the number pad, then press to select. 2. Swipe the card or key in the card number, then press 3. Enter server number if prompted, then press 4. The terminal will connect and Enter Amt: $ Press the DOWN key twice, then press to select STORE CREDIT. 2. Swipe the card or key in the card number, then press 3. Enter server number if prompted, then press 4. Enter the amount you are issuing in store credit, then press

9 (CONT.) and 1. Press the DOWN key twice, then press to select BALANCE TRANSFER. 6. Press to print a customer copy, or to cancel and return to the home screen. 2. Swipe the card receiving the balance or key in the card number, then press OLD CARD REPORTS BATCH FUNC 1. Press the DOWN key three times, then press to select. 2. Swipe the new card or key in the card number, then press 3. Enter server number if prompted, then press Enter Amt: $ 0.00 Swipe Second Card Or 3. Enter server number if prompted, then press 4. Enter the amount to transfer to the new card, then press 5. Swipe the card sending the balance or key in the card number, then press Swipe Old Card Or Enter Manually: 4. Swipe the old card or key in the card number, then press 7. Press to print a customer copy, or to cancel and return to the home screen. and BATCH FUNCTIONS 6. Press to print a customer copy, or to cancel and return to the home screen. BATCH FUNC 1. Press the DOWN key four times, then press to select REPORTS. REPORTS BATCH REVIEW BATCH CLOSE 2. Press to review each transaction in the current batch. Press to close the current batch. REPORTS 1. Press the DOWN key three times, then press to select REPORTS. USE PASSWORD AT THE END OF THIS DOCU- MENT IF PROMPTED. BATCH FUNC 2. Using the F keys located to the right of the display, select the report you want to print.

10 ADDING A CONTACT CUSTOMER SERVICE, ORDER PAPER OR CARDS 1. Press the DOWN key located on the left, just above the number pad, then press to select. 2. Enter server number if prompted, then press 01/01/15 12:00 CLERK FUNC CUST SERVICE CUST SERVICE HELP DESK ORDER PAPER 1. Press CANCEL twice to exit the app, the press to select CUST SERVICE. 2. Using the F keys located to the right of the display, select function you require. 3. Enter transaction number, then press ORDER CARDS Enter Trans# 4. Enter the tip amount, then press Enter Tip: $ Press to print a customer copy, or to cancel and return to the home screen.

11 IMPORTANT NOTES Manager s Password is 1, ALPHA, ALPHA, 6, 6, 8, 3, 1. For additional help or questions, contact: Technical Support (800) Option 3 Customer Service (800) Option 4 MERCHANT NOTES/MERCHANT NUMBER