VeriFone Vx510 User guide

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Installation Instructions
VeriFone Vx510
via IP / Broadband
1.
2.
3.
4.
5.
6.
7.
8.
9.
List of Parts and Contents
Next Steps
Terminal Installation (essential)
Card Sales and Refunds
End of Day procedure (essential)
Troubleshooting
Manual Sales procedure
Paper Roll (loading & ordering)
Useful Contacts
Please store this document safely. You may need to refer to it again in the future. For more information
on how to use your card
machine,
also
your main Guide,
Vx510 User
TMS,
Vx510please
IP Read
Merefer
FirsttoInstallation
0512 Guide
v2
©TRANSAX Merchant Services. All rights reserved. TRANSAX is a registered trademark of Certegy Ltd.
Parts and Contents Section
1. List of Parts and Contents
Please find enclosed your VeriFone Vx510 terminal with:
•
•
•
•
•
•
•
•
•
•
PIN Privacy Shield
Ethernet cable
Paper Rolls x2
Power Lead
Power Pack
Terminal Installation Instructions (this booklet)
Vx510 User Guide
Cards Sales & Refunds Guide
Paper Roll Order Form
Manual Sales Vouchers
Vx510 Terminal &
PIN Privacy Shield
User Guide / Card Sales
& Refunds Guide
Ethernet Cable
Power Lead
Paper Rolls
Power Pack
Paper Roll Order Form
Manual Sales Vouchers
Note: If you have ordered additional accessories these may be sent separately.
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
2. Next Steps
0845 600 8055 (UK) or 01 667 5152 (ROI)
In part 3 of this guide, you will be guided through the installation of your terminal.
Please read all parts of this document, you will then be ready to start processing
transactions. Please retain all contents (including the original packaging).
IMPORTANT:
To be paid for your card transactions you must submit them at the end of every working
day by following the ‘End of Day Procedure’.
See part 5 of this guide, or Section 1.13 (page 36) of your main Vx510 User Guide.
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
Next Steps Section
You should have already received your TRANSAX Merchant Services Welcome Pack.
If not, or if you require any assistance at any stage of the set-up process, please call
our Technical Helpdesk / Client Services team on:
Terminal Installation Section
3. Terminal Installation (essential)
Ethernet Cable Connection
Connect the ETHERNET CABLE (using the clear plastic end) into the communication port
marked 10BaseT on the underside of the TERMINAL. The opposite end of your ethernet
cable, connects into your router or network connection.
Network Configuration
Your new payment terminal has been tested before it was despatched to you. If your
network supports Dynamic Host Configuration Protocol (DHCP), the terminal will
automatically obtain an IP address form your network. If your network does not support
DHCP, please obtain an IP address from your network provider and contact TRANSAX
Merchant Services for more information on how to configure the terminal to support a static
IP Address.
Any firewalls that you have may also need to be set to allow the terminal through your
network.
Paper Roll Loading
The paper roll is stored in a ‘well’ at the top of the
machine, above the screen. To load paper, press the
cover release button down (right hand side) and the
lid will open. Drop a new PAPER ROLL into the
‘well’ ensuring that the end of the roll is towards the
front. Pull the end of the roll up, so that the smooth,
shiny side of the paper is facing the serrated edge
of the terminal - with some protruding out of the top
of the machine. Carefully close the lid, it will lock into place.
Connecting Power Leads
Connect the POWER LEAD to the POWER PACK.
Plug the POWER LEAD into the terminal (using the
port marked on the underside of the Terminal).
Insert the electric plug into a power socket.
PIN Privacy Shield
Affix the PIN Privacy Shield by connecting it to the front of the terminal and clipping it
securely over the number key pad.
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
If the light is present, you are connected to your network and can start to accept and process
card transactions.
4. Card Sales and Refunds
Most credit and debit cards issued in the UK and Ireland will be chip and PIN (Personal
Identification Number) type cards. For security reasons, the cardholder will need to confirm the
transaction by typing their PIN into the terminal.
For further information on how to process a chip and PIN Card transaction please refer
to section 1.3 (page 10) of the Vx510 User Guide.
This also provides information on how to process other types of card transactions such as
refunds (see section 1.8, page 24).
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
Card Sales & Refund Section
When your terminal has been installed correctly (see Section 3), the amber network
identification light underneath the 10BaseT socket, will flash. If you don’t see a flashing light,
check your network settings and /or contact the Helpdesk / Client Services on 0845 602 2444
(UK) or 01 667 5152 (ROI).
End of Day Procedure Section
5. End of Day Procedure (essential)
The end of day procedure should be done at the end of every working day to ensure that your
card transaction data is captured and that you will be paid (‘settlement’) for the transactions.
Step
1
MAIN MENU
sale
refund
batch
Step
2
BATCH
End of day
Select the ‘Batch’ option. Depending on the configuration
of your terminal this may be on the front screen or you
may need to scroll down through the menu by pressing
the second from left purple function key.
Press F2 to select End of Day.
totals
review
Step
3
END OF DAY
Enter User Password
Enter the user password 6666 and press the green
ENTER key
6666
Step
4
Step
5
TOTALS CORRECT?
Txns count:10
YES(F2)
Sales Total:100.00
Refund Total:10.00
NO(F4)
CONNECTING
TOTALS CORRECT? A summary of the sales and
refunds that have been processed will display on screen.
To confirm the totals are correct press F2 to select YES
The terminal will contact the system and upload all the
transactions stored in its memory.
When the process is complete, the terminal will print a summary report. You will see a
message on every report beginning ‘GBOK’ (followed by numbers).
However, if the message begins with ‘RB’ (followed by numbers) this indicates the
procedure has been unsuccessful. Call the Technical Helpdesk / Client Services on:
0845 600 8055 (UK) or 01 667 5152 (ROI).
Step
6
MAIN MENU
sale
refund
batch
Once the End of Day procedure is complete a summary
receipt will print and the Sale, Refund, Batch screen
(Main Menu) will appear.
You will be paid the full amount typically 3 working days
after the process is complete.
For further information refer to your main Vx510 User Guide, Section 1.13 (page 36).
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
6. Troubleshooting
•
nsure the ethernet cable is securely attached into the correct port on the
E
underside of the terminal and into the correct port of your router or network. Also
check that the cable is not damaged.
•
nsure your network is working correctly. Can you access the Internet? E
Do other IP devices work? If not, please contact your network provider.
•
ave any changes recently been made to the network? e.g. firewallchanges or
H
security enhancements?
Should you require any further assistance please contact the Technical Helpdesk /
Client Services on 0845 600 8055 (UK) or 01 667 5152 (ROI).
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
Troubleshooting Section
Communication Errors
The most common errors are due to loss or prevention of communications; these are
typically caused by either an issue when first installing the terminal or an
outage on your network connection. Consider the following:
Manual Sales Procedure Section
7. Manual Sales Procedure
If the service is temporarily unavailable, please follow the procedures in this Quick
Guide to process a manual card sale transaction.
1. Obtain possession of the cardholder’s card.
2. Contact the Elavon Authorisation Centre for authorisation of the transaction by
calling: 0845 850 0197 (UK) or 1 850 30 31 30 (ROI).
3. Place the manual sales voucher on top of the card with the card face up, on a
flat hard surface.
4. Create an impression of the card, by rubbing a coin, or preferably the side of a
pen, over the manual sales voucher.
5. Remove the manual sales voucher and
check that all copies have been imprinted
clearly with the full card details.
6. Complete the manual sales voucher using
a ball point pen. Please write the card
number along the top of the manual sales
voucher as you may need to refer to this
later. Ensure you enter in the authorisation
code obtained from the Authorisation
Centre.
7. Retain the card and watch the cardholder
sign the manual sales voucher. Check that
the signature matches with that on the
reverse of the card.
8. Check again that the details are correctly
entered and appear on all copies of the
manual sales voucher (if they do not,
securely destroy the voucher and start again).
9. Hand the cardholder the top copy of the manual sales voucher and the card when
you are satisfied that everything is in order.
10. Retain ‘Bank’ and ‘Merchant’ copies in a secure place until you can process it
electronically through your terminal.
11. Once the terminal is available, please re-enter the transaction using the ‘Force’
or ‘Offline’ procedure. Please see section 1.10 (page 27) of the Vx510 User
Guide.
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
8. Paper Roll
Ordering more paper rolls
Your Vx510 terminal is supplied with 2 paper rolls. The terminal does not require a
cartridge or ink. We strongly advise that you place your order for additional paper rolls
well in advance.
For your convenience we have enclosed spare copies of the paper roll order form.
Please complete in block capitals and fax back to the number provided at the foot of
the form, or email your request to merchant.requests@fisglobal.com
Please include your merchant number and the quantity of paper rolls you would like
to order.
You can also order your paper rolls online at www.transaxmerchantservices.co.uk in
the Merchant Zone.
Each box contains 20 high quality paper rolls and the price quoted includes delivery
(dispatched to you within 5 working days).
9. Useful Contacts
TRANSAX Merchant Services
Technical Helpdesk (for terminal queries)
0845 600 8055 (UK)
Client Services (for general enquiries)
0845 602 2444 (UK)
Irish customers: Client Services (all enquiries)
01 667 5152 (ROI)
Email: merchant.requests@fisglobal.com
TRANSAX Cheque Warranty
Cheque Operator Service
0800 110 999 (UK)
Irish customers: Cheque Operator Service
1 800 409 409 (ROI)
Elavon
Manual Authorisations: 0845 850 0197 (UK) or 1 850 30 31 30 (ROI)
Merchant Services (transaction queries) 0845 850 0195 (UK) or 1 850 20 21 20 (ROI)
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
Paper Roll Section
Loading the Paper Roll
The paper roll is stored in a ‘well’ at the top of the machine, above the screen. To load
paper, press the cover release button down (right hand side) and the lid will open. Drop
a new paper roll into the ‘well’ ensuring that the end of the roll is towards the front. Pull
the end of the roll up, so that the smooth, shiny side of the paper is facing the serrated
edge - with some protruding out of the top of the machine. Carefully close the lid, it will
lock into place.
Notes Section
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
Notes Section
TMS, Vx510 IP Read Me First Installation Guide, 0512 v2
If undelivered please return to:
TRANSAX Merchant Services
Certegy Ltd
Tricorn House
51– 53 Hagley Road
Birmingham
B16 8TU
FIS is a trading name of Certegy Ltd, Registered in England, No.4215488 and Certegy (Ireland) Ltd, Registered in the Republic of Ireland, No. 126879.
Services are covered by the Financial Ombudsman Services (in the UK).
TMS,
Vx510forIP
Read
Me First
Guide,
0512Services
v2
Calls to and from the company may
be recorded
quality
purposes.
Part ofInstallation
FIS (Fidelity National
Information
Inc.)