VX-520 Series APACS 40 User Guide

VX-520 Series APACS 40 User Guide
VX-520 Series APACS 40
User Guide
The information contained in this document is subject to change without notice. Although VeriFone has
attempted to ensure the accuracy of the contents of this document, this document may include errors or
omissions.
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associated with VeriFone’s products and services are trademarks of VeriFone Inc. All other brand names and
trademarks appearing in this manual are the property of their respective holders.
Contents
Introduction ............................................................................................................................................................... 3
Terminal Features .................................................................................................................................................. 3
Changing Paper Roll ................................................................................................................................................... 4
Training Mode ........................................................................................................................................................... 5
Financial Transactions ............................................................................................................................................... 6
Sale ........................................................................................................................................................................ 6
Chip and PIN ...................................................................................................................................................... 6
Contactless......................................................................................................................................................... 7
Customer Not Present (CNP) / Manual (Keyed) Transaction ............................................................................ 8
Sale with Gratuity ............................................................................................................................................ 10
Pre-Auth / Pre-Auth Top Up ............................................................................................................................ 12
Completion ...................................................................................................................................................... 14
Sale with Cashback .......................................................................................................................................... 16
Refund ................................................................................................................................................................. 18
Chip and PIN .................................................................................................................................................... 18
Contactless....................................................................................................................................................... 19
Reports ................................................................................................................................................................ 20
Reconciliation Report ...................................................................................................................................... 20
X and Z reports................................................................................................................................................. 21
2
Introduction
Terminal Features
The illustration below highlights the features of the terminal. The descriptions are detailed below to help you
navigate your way around and there will be references to various buttons on this terminal throughout the
manual. Please note that the chip card insertion slot can be found the terminal keypad and the multi-directional
magnetic card reader is located on the right hand side of the device.
Internal Thermal Printer
Printer Door Hatch
Serrated Metal Strip
Contactless Card Reader /
Indicator
Terminal Display
Magnetic Card Reader
ATM-Style Function Keys
Alpha Key
Function Keys
Telephone Style Keypad
Enter Key
Cancel Key
Backspace / Clear Key
Chip Card Reader
(under keypad)
3
Changing Paper Roll
1. Hook your finger under the latch and lift up to swing the paper roll cover open.
2. Remove any partial roll of paper in the printer tray by lifting it up.
3. Loosen the glued leading edge of the new paper roll or remove the protective strip. Unwind the paper
roll past any glue residue.
4. Hold the roll so the paper feeds from the bottom of the roll.
5. Drop the paper roll into the printer tray.
6. Pull paper up past the glue residue.
7. Close the paper roll cover by gently pressing directly on the cover until it clicks shut, allowing a small
amount of paper past the glue residue to extend outside the printer door.
8. Tear the paper off against the serrated metal strip in the printer.
4
Training Mode
1. From the main screen, as shown. Use the left most
Purple function key to scroll down the menu.
2. Select Supervisor, by pressing the corresponding
function key (F2)
3. The terminal will prompt for the Supervisor password;
once the password has been entered press the green
Enter key.
4. In the Supervisor menu can be found the Training
mode, select the mode by pressing the corresponding
function key (F2)
5. The terminal will prompt to confirm the activation of
Training Mode, select YES by pressing the
corresponding function key (F1).
6. The terminal will take you back out the Supervisor
menu; press the red Cancel key to get back to the
main screen. Down the left hand side of the screen
will be the word DEMO, to show that the terminal is
actively in demo mode and no live transactions can be
processed.
To deactivate DEMO mode, follow the steps above and at
step 5 select NO (F2).
5
Financial Transactions
Sale
Chip and PIN
1. While the terminal is at the main screen, insert the
card into the smart card reader.
2. The terminal will prompt for the transaction value to
be entered. Once the desired amount is entered
press the green Enter key to confirm. If the value
entered is incorrect, use the yellow Clear key to
amend the transaction value.
3. Hand the terminal to the customer to enter their PIN.
They should press the green Enter key to confirm
their PIN.
4. Once the customer has entered and confirmed their
PIN, the merchant should receive the terminal back –
to continue to get an AUTH code the merchant must
press the green Enter key.
5. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response on
the screen.
6. The terminal will print the Merchant copy of the
receipt and prompt remove the card. The terminal
will then prompt to print a Customer copy,
depending if a customer copy is required press the
corresponding Function key to select Yes or No.
6
Contactless
**Contactless payments are limited to a maximum
transaction value; please consult with the acquirer for
the transaction ceiling limit.
1. From the main menu screen, start keying in the
transaction value, then press the green Enter key to
confirm the amount
2. The terminal will prompt for either the Chip card to
be inserted in the Smart reader or the Contactless
card to be presented to the contactless reader above
the screen. Request the merchant to tap the
contactless card above the screen, when the card is
presented – all lights should be illuminated above the
screen.
3. The terminal will display on the screen if the
transaction has been Approved or Declined.
a. Dependant on the transaction value an
additional Signature verification may be
required.
4. The terminal will print a Merchant copy of the receipt
and then prompt for a customer copy. If a customer
copy is required then press (F1), or else press (F2)
7
Customer Not Present (CNP) / Manual (Keyed) Transaction
1. From the main screen select Sale (F1).
2. The terminal will prompt for the transaction value.
Once the desired amount has been keyed in press the
green Enter key. If the value entered is incorrect, use
the yellow Clear key to amend the transaction value.
3. The terminal will request for the card to be inserted
into the smart card reader or presented to the
contactless reader. Ignore this prompt and start
keying in the long card number.
4. Once the long card number’s been keyed in the
terminal will prompt for expiry date of the card. Key
in the date in the format shown and then press the
green Enter key.
5. The terminal will prompt to check if the customer is
present. If customer is present then select “Yes” and
the terminal will prompt to take an Imprint of the
card. Press Enter to continue the transaction once
the imprint has been taken. If the customer is not
present select “No”.
8
Customer Not Present Continued…
6. The terminal will request the CSC (last 3 digits behind
the card) the door number at which the card is
registered to, and finally the numerical digits within
the postcode in the order they appear. If any of these
details are not available then press the green Enter
key to bypass. The terminal will then contact the host
for an Auth code.
7. The terminal will prompt if a customer copy is
required. If YES then press F1, else select no by
pressing F2.
9
Sale with Gratuity
*Note: This is not a standard feature on a terminal. To have this feature enabled please call the helpdesk.
1. From the main screen select Sale (F1).
2. The terminal will prompt for the transaction value to
be keyed in. Key in the desired transaction value and
then press the green Enter key to confirm. If the
amount keyed is incorrect use the yellow Clear key to
amend the transaction value.
3. The terminal will prompt for the card to be inserted
into the Chip reader.
4. Press any key, and then pass the terminal to the
customer to continue the transaction.
5. The terminal will prompt the customer if they would
like to leave a TIP. If no is selected then the terminal
will continue the transaction as a normal sale.
10
6. If the customer selects Yes in the previous step, the
terminal will provide the customer 3 predefined TIP
options or the option to key in a specific amount. The
customer must make their selection by using one of
the Function keys.
7. Once the customer has selected the percentage value
or keyed in the specific amount they would like to
leave as a TIP. The terminal will display a summary of
the transaction. If the customer is not happy with the
final sum they can select NO (F2) to go back to step 6.
8. The terminal will display the full transaction value and
prompt for the PIN. Customer should press the green
Enter key to confirm their PIN.
9. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response on
the screen.
10.Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of the
receipt, and prompt for the card to be removed from
the Chip reader.
11
Pre-Auth / Pre-Auth Top Up
*Note: This is not a standard feature on a terminal. To have this feature enabled please call the helpdesk.
**Note: The process on the terminal for Pre-Auth and Pre-Auth Top Up is the same, but Pre-Auth Top UP
should be used if a Pre-Auth has already been taken on the same card otherwise Pre-Auth should be used.
5. To complete a Pre-Auth, press the first Purple
function key to scroll down to the next menu screen.
6. Select Pre-Auth New, by pressing F2 function key.
7. The terminal will prompt for the amount to be PreAuthorised. Key in the amount and then press the
green Enter key to confirm.
8. The terminal will prompt for the card to be presented
to the contactless card reader or be inserted into the
Chip reader.
12
Pre-Auth transaction process continued.
9. If the card is inserted into the Chip reader the terminal
will prompt for a PIN number to process the
transaction.
10.The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response on
the screen.
11.Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of the
receipt, and prompt for the card to be removed from
the Chip reader.
13
Completion
*Note: This is not a standard feature on a terminal. To have this feature enabled please call the helpdesk.
1. To complete a transaction that has been preauthorised, press the first Purple function key to scroll
down to the next menu screen.
2. Select Completion (F4).
3. The terminal will prompt for the full transaction value.
Key in the desired transaction value and then press
the green Enter key to confirm. If the amount keyed is
incorrect use the yellow Clear key to amend the
transaction value.
4. The terminal will prompt for the card to be presented
or inserted in to the Chip reader. If the transaction
value is above the ceiling limit for a Contactless
transaction the terminal will prompt for the card to be
inserted into the Chip Reader.
14
5. The terminal will prompt for the original Pre-Auth
authorisation code to be entered. Key in the desired
code and then press the green Enter key to confirm. If
the Auth code is incorrect use the yellow Clear key to
amend the number.
6. The terminal will prompt for the original Pre-Auth
transaction value to be entered. Key in the amount
and then press the green Enter key to confirm. If the
amount is incorrect use the yellow Clear key to amend
the number.
7. For a pin transaction the terminal will prompt for the
customer to enter their PIN.
8. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response on
the screen.
9. Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of the
receipt, and prompt for the card to be removed from
the Chip reader.
15
Sale with Cashback
*Note: This is not a standard feature on a terminal. To have this feature enabled please call the helpdesk.
** Cash Back is only available on Debit Cards.
1. From the main select Sale (F1)
2. The terminal will prompt for the transaction value to
be keyed in. Key in the desired transaction value and
then press the green Enter key to confirm. If the
amount keyed is incorrect use the yellow Clear key to
amend the transaction value.
3. The terminal will check to see if Cash Back is required,
if No then select (F2) using the function keys and the
transaction will follow a standard sale process. If Yes is
selected the terminal will prompt for the Cash back
Value.
4. Key in the desired Cash Back transaction value and
then press the green Enter key to confirm. If the
amount keyed is incorrect use the yellow Clear key to
amend the transaction value.
16
5. The terminal will show a summary of the transaction,
if the totals are correct then press the green Enter key
to continue the transaction or press the Red cancel
key to abort.
6. The terminal will display the full transaction value and
prompt for the PIN. Customer should press the green
Enter key to confirm their PIN.
7. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response on
the screen.
8. Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of the
receipt, and prompt for the card to be removed from
the Chip reader.
17
Refund
Chip and PIN
1. From the main screen select Refund (F2).
2. The terminals will prompt for a supervisor code to
proceed with the refund.
3. The terminal will prompt for the transaction value.
Once the desired amount has been keyed in press the
green Enter key. If the value entered is incorrect, use
the yellow Clear key to amend the transaction value.
4. The terminal will prompt for the card to be presented
or inserted. Insert the card into the smart card
reader.
5. The customer will be required to enter their PIN, the
terminal will call the acquiring host for an AUTH
code.
6. Once the AUTH code has been received the terminal
will print off a merchant copy of the transaction, and
then prompt to see if a customer copy is required.
18
Contactless
1. From the main menu select Refund (F2)
2. The terminals will prompt for a supervisor code to
proceed with the refund.
3. The terminal will prompt for the transaction value.
Once the desired amount has been keyed in press the
green Enter key. If the value entered is incorrect, use
the yellow Clear key to amend the transaction value.
4. The terminal will prompt for the card to be presented
or inserted. Request the customer to present their card
to the contactless card reader above the screen.
5. Once the terminal has authorised the transaction, a
merchant receipt with print and the terminal will
prompt to see if a customer copy is required.
19
Reports
Reconciliation Report
1. From the main screen select Reports (F3)
2. The terminal will prompt for the supervisor password.
Key in the password and then press the green Enter
key.
3. In the Reports Menu select Reconciliation (F2).
4. The terminal will prompt if one or all the acquirers are
to be reconciled. If the terminal has been configured
with Amex or Diners Merchant ID, then it is
recommended that All acquirers are reconciled.
If ONE is selected, the terminal will display a screen which
lists all the acquirers the terminal is configured to. Use the
Purple function buttons beneath the arrows to select
which acquirer should be reconciled. Once the desired
acquirer is selected press the green Enter key, the
terminal will then connect to the acquirer host system to
reconcile the totals.
20
X and Z reports
1. From the main screen select Reports (F3)
2. The terminal will prompt for the supervisor password.
Key in the password and then press the green Enter
key.
3. In the Reports Menu select End of Shift (F3) for the Xbalance or End of Day (F4) for the Z-balance.
When a "X" report is taken, the terminal is “reading” the
transaction value taken since the last X report. These
reports are generally taken during business hours to look
at your sales totals at any time of the day.
"Z" reports the all of the sales totals taken since the last
End of Day report was run. Totals will be reset back to zero
after each Z report. Typically, the Z report is run when a
business closes for the day to get your sales totals for the
day.
21
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