QUICK REFERENCE GUIDE
Ingenico
This Quick Reference Guide will guide you through understanding your terminal’s functionality and navigation, and will help you with troubleshooting.
INDUSTRY
Retail and Restaurant
APPLICATION
Chase Paymentech’s INGU32V406
TERMINALS
Ingenico 5100
Ingenico 7780
Contents
GETTING STARTED
Available Transaction Types . . . . . . . . . . . . . . . . . . . . . 3
Cashier/Server Management. . . . . . . . . . . . . . . . . . . . 4
Available Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Gift Card Transaction Types (Opt.). . . . . . . . . . . . . . . 6
Navigating Your Terminal . . . . . . . . . . . . . . . . . . . . . . . 7
Settling the Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
REFERENCE
Prompt Q&A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
AVS Response Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Common Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . 10
Credit Transactions
Credit Sale* A sale transaction using a credit card; the card may or may not be present.
To initiate
Swipe the card and then select
CREDIT CARD.
Or, select
CREDIT CARD
and then select
SALE.
Auth Only*
An authorization-only transaction provides an approval, but does not charge the consumer until the transaction has been added to the batch by way of a force transaction.
Select CREDIT
CARD and then select AUTH
ONLY.
Force* Perform a force sale when the terminal cannot reach the host (Chase Paymentech) to authorize a transaction, or to finalize an Auth
Only transaction. Contact your voice authorization center for an authorization code, and then force the transaction.
Select CREDIT
CARD and then select FORCE.
Return*
Perform a return to refund money to a cardholder’s account from a credit sale completed in a closed batch (i.e., previous day). May also be used to adjust a previous transaction.
Select CREDIT
CARD and then select RETURN.
Void*
Perform a void to reverse a credit sale, force, or return transaction and prevent any funds from transferring from the cardholder’s account. Only available for transactions in the current batch (i.e., same day).
Select CREDIT
CARD and then select VOID.
Pay@Table (i7780 restaurant only) Allows the terminal to be handed to the cardholder to swipe the credit or debit card and confirm any prompts while still being in possession of the card.
Open/Close Tab (restaurant only)
A preauthorization transaction for a specific, predetermined dollar amount.
Select PAY AT
TABLE.
Select CREDIT
CARD and then select TAB.
Available
Transaction
Types
Your terminal supports various transaction types.
Refer to this section for information on what transactions are available, when to use them, and how to begin the transaction.
*Purchase and Commercial cards are supported for this transaction type.
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Available
Transaction
Types
Continued
Your terminal supports various transaction types.
Refer to this section for information on what transactions are available and when to use them.
Cashier/Server
Management
Accessible through the
Admin menu, cashier/ server management allows you to manage IDs and passwords.
Debit Transactions
Debit Sale
A sale transaction using a debit card and PIN; the card must be present.
To initiate
Select DEBIT
CARD and then select SALE.
Debit Return
Perform a debit return to refund money to a cardholder’s account from a debit sale completed in a previous batch; the card must be present.
May not be available for all card issuers.
Select DEBIT
CARD and then select RETURN.
EBT Transactions (Retail Only)
EBT Sale An Electronic Benefits Transfer (EBT) card is a government-issued card tied to a specific government-assistance account.
EBT transactions require PIN entry, as well as a trace number and balance amount printed on receipts. An EBT sale transaction may be a food stamp sale, or a cash benefit sale. The card must be present.
To initiate
Select EBT and then select SALE.
EBT Force
A sale transaction performed when the terminal cannot reach the host to authorize the transaction. Contact your voice authorization center for an authorization code, then perform a force transaction with the EBT card.
Select EBT and then select
FORCE.
EBT Return Perform a return to refund money to a cardholder’s account from an EBT sale completed in a closed batch (i.e., previous day).
May also be used to adjust a previous transaction. Available only for food stamp transactions.
Select EBT and then select
RETURN.
EBT Balance Inquiry
Obtain a customer’s remaining EBT account balance. Available for both food stamp and cash benefit.
Select EBT and then select BAL
INQ.
ADD CASHIER/SERVER
Adds new cashiers or servers to your terminal. You will be prompted to create an ID and a password, if enabled, for each new cashier/server.
DELETE CASHIER/SERVER IDs
Removes all or a single clerk/server from the terminal.
CASHIER/SERVER ID LIST
Prints a report of cashiers/servers currently signed on.
CHANGE SERVER
Accessible through the Tab menu, the CHANGE SRV feature allows you to assign a new server to an open tab (restaurant only).
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Reports: Main Menu
Select REPORTS to launch the Report menu.
Detail Report Prints detail information for each transaction and a totals summary for each card type and issuer.
Totals Report
Prints totals by card type and card issuer.
Cashier/Server Summary
Prints a totals report by all or one cashier/server.
Shift Report
Prints a detail or totals report by all or one cashier/ server, if enabled.
Unadjusted Tip Report Prints a list of unadjusted transactions by cashier/server, if enabled.
IRS Tip Report Prints a Tip report by cashier/server with signature line, if enabled.
Tip Discount Report Prints a summary of tips and tip discounts by cashier/server, if enabled.
Offline Report Prints details of any Store and Forward transactions in the batch, if enabled.
Open Tab Report (Restaurant only) Prints a list of all open tabs by all or one cashier/server, if enabled.
Available
Reports
A report is like a snapshot in time of business activities. Use this data to help you make crucial business decisions.
Reports: Gift Card
Select GIFT CARD and then select REPORTS to launch the Gift
Report menu.
Gift Card Detail/Audit Report
Prints a gift card detail report that includes transaction type and amount.
Cashier/Server Gift Card Report
Prints a gift card detail report by cashier/server that includes transaction type, amount and total.
Redemption Cashout Report Prints the total redemption cashout amount in the current batch.
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Gift Card
Transaction
Types (Opt.)
If you are participating in Chase Paymentech’s proprietary Gift Card program, your terminal supports various stored value card transaction types.
Refer to this section for information on what gift card transactions are available and when to use them.
Gift Card Transactions (Optional)
Issuance Adds value to the gift card account.
This transaction can be used to issue and activate a new card, or to reload an active card with incremental value.
Activation/Block Activation Create a consumer’s gift card account by assigning value to a card. One or more gift cards can be activated at one time. Activations can only be performed on cards that have not been previously activated.
To initiate
Select GIFT
CARD and then select
ISSUANCE.
Select GIFT
CARD and then select BLOCK
ACTIV or
ACTIVATIONS.
Redemption Decreases the value stored on the consumer’s gift card account. This transaction is performed when a consumer uses the card to purchase goods or services.
Select GIFT
CARD and then select
REDEMPTION.
Void Remove a gift card transaction from the terminal’s open batch. The void will communicate to the gift card host that the transaction is being reversed.
Select GIFT
CARD and then select VOID.
Balance Inquiry Print a receipt that displays the customer’s available gift card balance
(without changing it).
Select GIFT
CARD and then select BAL INQ.
Force Perform a force redemption, activation or issuance when the terminal cannot reach the gift card host with a valid approval code from the voice authorization center.
Select GIFT
CARD and then select FORCE to access the Force menu.
Add Tip A gift card redemption transaction for the amount of the tip, if tip processing is enabled.
Select GIFT
CARD and then select ADD TIP.
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Gift Card Transactions (Optional)
Issuance Adds value to the gift card account.
This transaction can be used to issue and activate a new card, or to reload an active card with incremental value.
Activation/Block Activation Create a consumer’s gift card account by assigning value to a card. One or more gift cards can be activated at one time. Activations can only be performed on cards that have not been previously activated.
To initiate
Select GIFT
CARD and then select
ISSUANCE.
Select GIFT
CARD and then select BLOCK
ACTIV or
ACTIVATIONS.
Redemption Decreases the value stored on the consumer’s gift card account. This transaction is performed when a consumer uses the card to purchase goods or services.
Select GIFT
CARD and then select
REDEMPTION.
Void Remove a gift card transaction from the terminal’s open batch. The void will communicate to the gift card host that the transaction is being reversed.
Select GIFT
CARD and then select VOID.
Balance Inquiry Print a receipt that displays the customer’s available gift card balance
(without changing it).
Select GIFT
CARD and then select BAL INQ.
Force Perform a force redemption, activation or issuance when the terminal cannot reach the gift card host with a valid approval code from the voice authorization center.
Select GIFT
CARD and then select FORCE to access the Force menu.
Add Tip A gift card redemption transaction for the amount of the tip, if tip processing is enabled.
Select GIFT
CARD and then select ADD TIP.
BEGIN A SALE
Swipe or manually key the card, and then specify credit or debit. (Note:
Debit cards must be swiped.)
BEGIN OTHER TRANSACTIONS
From the main menu, select the appropriate card type, and then use the hot keys to navigate to the type of transaction you wish to perform.
REPRINT
Select REPRINT to access the menu and reprint a receipt.
CASHIER/SERVER MENU
Press [Admin] and then select CASHIER/SERVER MENU.
BATCH REVIEW
Select REPORTS. Choose whether you would like a detail or totals report, and then specify whether you would like the report printed or simply displayed on the terminal.
TIP ADJUSTMENTS
Select CREDIT CARD and then select TIP ADJ, if tip processing is enabled.
PAY@TABLE
Select PAY AT TABLE, if your i7780 terminal supports this feature.
INCREMENT THE SHIFT
Press [Admin], select SHIFT MENU and then select INCREMENT.
RESET THE SHIFT
Press [Admin], select SHIFT MENU and then select RESET SHIFT.
ABOUT SETTLEMENT
A Settlement operation is used to close the current batch and open a new batch for logging and accumulating transactions.
Your Ingenico terminal uses a Terminal Capture System (TCS), meaning it stores transactions throughout the day and sends batch totals of sales and refunds to the host (Chase
Paymentech) after the close of business.
There are two settlement options:
1 - MANUAL SETTLEMENT
If your terminal is set to manually settle, select SETTLE from the main menu and follow the prompts displayed.
2 - AUTO SETTLEMENT
If your terminal is set to automatically settle, it will automatically settle transactions in the current batch at a specific, predetermined time, within a 24-hour period. When configured, auto settlement begins any time after the set time occurs if there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.) then auto settlement occurs any time after 22:30:00. If the terminal is turned off before the set time, and turned on again
(usually the next morning), auto settlement occurs at that time.
Navigating
Your
Terminal
Refer to this section to find and begin the transaction or function you wish to use.
Settling the Batch
Your transactions must be “settled” daily. Read this section to ensure the settlement process operates smoothly.
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Prompt
Q&A
While navigating through transactions, you’ll find that some prompts aren’t as clear as others. This section clarifies those prompts.
Prompt
1. MERCH 1
2. MERCH 2
3. MERCH 3
Description/Action
For multi-merchant terminals, press the number assigned to the desired merchant.
ENTER LAST 4
DIGITS OF CARD#
Key the last 4 digits of the card number and press [ENTER] (the green button).
ENTER SERVER/CASHIER ID Key the server/cashier ID (up to 6 digits in length) and press [ENTER].
ENTER INVOICE NUMBER
Key the invoice number (up to 6 digits in length) and press [ENTER].
DUPLICATE TRANSACTION
CANCEL ACCEPT
Press the hot key under the desired option to accept or cancel the duplicate transaction.
ENTER CUST REFERENCE # Key the customer reference number
(up to 30 characters in length) and press [ENTER].
CARD PRESENT?
YES NO
Press the hot key under the appropriate option to indicate whether or not the manually entered card is present.
ENTER CARD CODE
VERIFICATION #
1. NOT PRESENT
2. ILLEGIBILE
3. ABSENT
Key the Card Verification Code from the card and press [ENTER].
Press the number of the appropriate option to indicate why the Card
Verification Code is not available.
TAX EXEMPT?
YES NO
Press the hot key under the appropriate option to indicate whether the transaction is tax exempt.
ENTER EXPIRATION DATE
MMYY
Key the card’s expiration date in
MMYY format and press [ENTER].
ENTER
APPROVAL CODE
Key in the 6 character approval code and press [ENTER].
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Code Description
X
Match - Address and 9-digit
ZIP code
Y
Match - Address and ZIP code
(for Discover, address only matches)
A
W
Z
N
U
R
S
VISA MC AMEX Disc.
Partial - Address matches, ZIP code does not (for Discover, both address and ZIP match)
Partial - 9-digit ZIP code matches, address does not (for
Discover, no data from issuer)
Partial - ZIP code matches, address does not
No match - Neither address nor
ZIP code match
Unavailable - AVS system unavailable or issuer does not support AVS
Retry - Issuer’s system unavailable or timed out
Not supported - AVS not supported by issuer at this time
AVS Response
Codes
The Address Verification
System (AVS) is a feature that adds fraud protection on card-notpresent transactions.
The numeric portion of the customer’s street address and the ZIP code are compared against the information on file with the cardissuing bank.
Use this chart to interpret domestic AVS
Response Codes by card type.
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Common
Error
Codes
In the event that your terminal displays an error, refer to these error codes to troubleshoot your terminal.
If the code you are experiencing is not shown, retry the transaction, or if possible, manually enter the account number.
If the error persists, contact your Help Desk for support.
Error Code
BATCH NEAR
MAX
SETTLE BATCH
PRESS ENTER
CHECK PINPAD
PRESS ENTER
Description
The batch capacity of the terminal is nearly full.
Action
Complete the transaction and settle as soon as possible.
EXPIRATION
DATE
INVALID
FAULTY CARD
LINE BUSY
INVALID
AMOUNT
BASE BUSY
RETRY?
YES NO
RANGE
The terminal is configured for an external PIN pad, but one is not detected.
The card is expired.
Verify that the PIN pad is connected and receiving power.
Check the expiration date on the card.
Request another form of payment.
The terminal was unable to read the card.
The phone line is in use or there may be problems with the line. The terminal will retry automatically.
Re-swipe the card and try again.
If the error persists, check the terminal’s connection and verify that no other devices are using the line.
Connect an analog telephone to listen for a dial tone. Contact the service provider if there is no dial tone.
An amount greater than the cash back limit, or the ceiling limit for sale or offline transactions, will generate this error.
Retry the transaction with an amount within the limit.
i7780 only
The terminal is attempting to communicate with the base, but the base is communicating with another terminal.
Select YES to retry. If the error persists, check the status of other terminals.
i7780 only
The terminal is attempting to communicate with the base, but the base is unreachable.
Verify that the terminal is within range and that the base has power.
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POS-0501 04/12 ©2012, Chase Paymentech Solutions, LLC. All rights reserved.
