Terminal Guide
Ingenico 5310 & 7780
Retail & Restaurant
This Quick Reference Guide will guide you through understanding your terminal’s functionality and navigation, and will help you with troubleshooting.
Contents
GETTING STARTED
Available Transaction Types .............................................................3
Gift Card Transaction Types (Opt.).................................................4
Available Reports ...............................................................................5
Navigating Your Terminal .................................................................6
Clerk/Server Setup .............................................................................6
Settling the Batch ..............................................................................7
REFERENCE
Prompt Q&A .......................................................................................8
AVS Response Codes .........................................................................9
Common Error Codes ......................................................................10
Chip Card Error Codes ..................................................................... 11
Credit, Debit and Chip Card Transactions
Sale A sale transaction using a credit or debit card using the magnetic stripe, the chip or the account number if the card is not present (i.e., phone order).
To initiate
Press [F1], and then press [1] to select Sale.
Force Perform a force sale when the terminal cannot reach the host (Chase Paymentech) to authorize a transaction. Contact your voice authorization center for an authorization code, then force the transaction.
Press [F1], and then press [6] to select Force.
Auth Only An authorization only transaction provides an approval, but does not charge the consumer until the transaction has been performed as a force.
Press [Admin], and then press
[2] to select
Auth Only.
Press [F1], and then press [2] to select Void.
Void Perform a void to reverse a credit or debit transaction and prevent any funds from transferring from the cardholder’s account. Only available for transactions in the current batch (i.e., same day).
Refund Perform a refund to return money to a cardholder’s account from a credit or debit sale completed in a closed batch (i.e., previous day). May also be used to adjust a previous transaction.
Pay@Table (i7780 only) Allows the terminal to be handed to the cardholder to swipe the card and confirm any prompts while still being in possession of the card.
Open Tab (restaurant only) A preauthorization transaction for a specific, pre-determined dollar amount.
Press [F1], and then press
[3] to select
Refund.
Close Tab (restaurant only) to close the opened tab and place the transaction in the settlement batch file.
Tip Adjust
Perform
Perform a tip adjustment to add a gratuity to a completed transaction prior to settlement.
Press [F1], and then press [9] to select Pay
At Table.
Press [Admin], press [3] to select Tab, and then press
[1] to select
Open Tab.
Press [Admin], press [3], and then press
[2] to select
Close Tab.
Press [F1], press [4] to select Tip
Menu, and then press
[1] to select
Tip Adjust.
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.
3
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.
To initiate a gift card transaction, press
[F1] to access the main menu, and then press [5] to access the Stored Value
(Gift Card) menu.
Gift Card Transactions (Optional)
Issuance/Add Value Adds value to the 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 an account by assigning value to a card. One or more can be activated at one time.
Activations can only be performed on cards that have not been activated.
Redemption Decreases the value stored on the consumer’s account. This transaction is performed when a consumer uses the card to purchase goods or services.
Balance Inquiry Print a receipt that displays the customer’s available gift card balance (without changing it).
Force Perform a force redemption or issuance when the terminal cannot reach the gift card host.
To initiate, press [F1], press
[5], and then:
Press [1] to select
Issuance/Add.
Press [8] to select
Activation, or press [9] to select
Block Activ.
Press [2] to select
Redemption.
Press [3] to select
Balance Inq.
Press [6] to select Force
Issuance, or press [7] to select Force
Redempt.
Press [4] to select Add Tip.
Add Tip A gift card redemption transaction for the amount of the tip, if tip processing is enabled.
Deactivation Changes the status of a card from active to inactive. Inactive cards may not be used for redemptions.
Reactivation Changes the status of a card from inactive to active. This transaction can only be used to activate “deactivated” cards.
Force Activation Perform a force activation when the terminal cannot reach the gift card host.
Press [0] to select Other
Options, and then press
[1] to select
Deactivation.
Press [0], and then press
[2] to select
Reactivation.
Press [0], and then press [3] to select Force
Activation.
4
Reports: Main Menu
Batch Details Report Prints detail information for each transaction by card type.
Batch Totals Report Prints totals by card type.
Clerk/Server Reports Launches Clerk/Server Reports Menu options. (See Reports: Clerk/Server Reports Menu.)
HCS Batch Inquiry Contacts the host (Chase
Paymentech) for batch totals and prints a report.
Reports: Clerk/Server Reports Menu
Clerk/Server Total Report Prints totals for all users, or a specific user.
Clerk/Server Detail Report Prints detail information on all transactions performed by all users, or a specific user.
Clerk/Server Untipped Report Prints detail information on untipped transactions performed by all users, or a specific user.
Reports: Gift Card Reports Menu
Detail Report Prints detail information for all gift card transactions.
Total Report Prints totals on all gift card transactions.
Clerk/Server Detail Report Prints detail information on all transactions performed by all users, or a specific user.
Clerk/Server Total Report Prints totals for all users, or a specific user.
Reports: Tab
Open Tab Report Prints a list of all tabs that have not been closed and are not in the settlement file.
Available
Reports
Use this business activity data to help you make crucial business decisions.
To initiate a report, press [F1] to access the main menu, and then press [9] to select Reports.
Or, if Pay@Table is enabled, press [F1], then press [0] to select Other Options, and then press [1] to select Reports.
To initiate a gift card report, press [F1] to access the main menu, press [5] to select Stored Value
(Gift Card), and then press [5] to access the Reports menu..
To initiate a tab report, press [Admin] to access the Admin menu, press [3] to select Tab, and then press [4] to select
Open Tab Rpt.
5
navigating
Your
Terminal
Refer to this section to find and begin the transaction or function you wish to use.
BeGIn A TRAnSACTIOn
To begin a transaction, press [F1] to access the main menu, and then select the transaction type you wish to perform.
Your terminal will guide you through the process.
RePRInT A ReCeIPT
To perform a reprint, press the [F1] key to access the main menu, and then press [7] to select Reprint.
ACCeSS CLeRK/SeRVeR SeTUP
To access the Clerk/Server option, press the [Admin] key and then press [5] to select Clerk/Server Set.
ACCeSS RePORTS
Press [F1] to access the main menu, and then press [9] to select Reports. Or, if Pay@Table is enabled, press [F1] to access the main menu, press [0] to select Other Options, and then press [1] to select Reports. Press the number next to the desired report and follow the prompts to print your report.
SHIFT SeTUP
Press [F1] to access the main menu, and then press [8] to access the shift menu. Press [1] to select Start/end Shift to manually change the shift start and stop times. Press
[2] to select Shift Report to print a report of all shifts.
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 (sales and refunds) to the host
(Chase Paymentech) after the close of business.
There are two settlement options: Manual
Settlement and Auto Settlement.
1 - Manual Settlement
If your terminal is set to manually settle, press the
[Admin] key to access the admin menu and then press [9] to select Deposit. Follow the prompts that display.
2 - Auto Settlement
If your terminal is set to automatically settle, it will automatically settle transactions in the current batch at a specific, pre-determined time, within a 24-hour period.
When configured, auto settlement begins anytime 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 at approximately 22:30:00.
Settling the Batch
Your transactions must be “settled” daily. Read this section to ensure the settlement process operates smoothly.
Clerk/Server
Setup
Accessible through the Admin menu, the clerk/server setup allows you to manage
IDs. To access, press
[Admin] and then press [5] to select
Clerk/Server Set.
ADD CLeRK/SeRVeR
Adds new clerks/servers to your terminal. You will be prompted to create an ID for each new user.
DeLeTe CLeRK/SeRVeR
Removes a single clerk/server from the terminal.
CLeRK/SeRVeR RePORT
Prints user ID, name and the operator or supervisor level.
PURGe CLeRK/SeRVeRS
Removes all clerks/servers from the terminal.
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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
SELECT PAYMENT METHOD
1 APPL NAME 1
2 APPL NAME 2
Description/Action
Press [1] for APPL 1 or [2] for APPL 2.
KEY VERIFICATION CODE
& PRESS OK
Key the credit card verification code and press [OK/8 ] or press [OK/8 ] to bypass.
CODE PRESENT?
ABSENT XREAD
Displays if V-Code prompt is bypassed. Press [F1] to select ABSenT or press
[F3] to select XReAD.
TIP = $X.XX
TOTAL = $XX.XX
YES NO
On PIN pad, customer presses [CHQ] to select YeS or [ALPHA] to select nO.
On terminal, customer presses [F1] to select YeS or [F3] to select nO.
SELECT ACCOUNT
CHQ SAV
On PIN pad, customer presses
[CHQ] for chequing or presses
[SAV/eP] for savings.
On terminal, customer presses [F1] for chequing or presses [F2] for savings.
PURCHASE
$XX.XX - OK?
YES NO
On PIN pad, customer presses [CHQ] to select YeS or [ALPHA] to select nO.
On terminal, customer presses [F1] to select YeS or [F3] to select nO.
SELECT TIP
PERCENTAGE
15% OTHER
On PIN pad, customer presses
[CHQ] for a predefined tip percentage or [ALPHA] to select OTHeR.
On terminal, customer presses [F1] for a predefined tip percentage or [F3] to select OTHeR.
8
Code Description
X
Match - Address and
6-digit postal code
Y
A
Match - Address and postal code (for Discover, address only matches)
Partial - Address matches, postal code does not (for
Discover, both address and postal match)
W
Z
N
U
R
S
Partial - 6-digit postal code matches, address does not (for Discover, no data from issuer)
Partial - Postal code matches, address does not
No match - Neither address nor postal 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
VISA MC Amex Disc.
AVS
Response
Codes
The Address
Verification System
(AVS) is a feature that adds fraud protection on card-not-present transactions. The postal code is compared against the information on file with the card-issuing bank.
Use this chart to interpret domestic
AVS Response Codes by card type.
9
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. To reduce chargeback risks and manage your processing costs, avoid keying transactions when the card is present. Instead, ask for another method of payment.
If the error persists, contact your Help
Desk for support.
error Code
Batch Full
Settle Batch
Base Busy
Please Wait
Card Not
Supported
Description
Number of transactions in the current batch has reached its limit.
Action
Press [ADMIn], and then press [9] to select Deposit.
Displays when the i7780 terminal attempts to connect to the host and is not successful.
No action.
The card type being attempted is not supported or not enabled on your terminal.
Verify whether you can accept the card type.
Check Pinpad The terminal is unable to locate the PIN pad.
Verify whether the connection is valid and disconnect/reconnect power to the terminal.
error Code
Application
Not Supported
Swipe Allowed
Remove Card
Description
A chip card is inserted, but no application on the chip can be accepted.
Action
Swipe chip card.
Can’t Read
Chip
Swipe Allowed
Remove Card
Displayed when a chip card is not inserted properly or the card is faulty.
Retry the chip transaction if card was not inserted properly.
Then, swipe chip card.
Retry the chip transaction.
Card Removed
Press Cancel
During a chip transaction, the card should not be removed before the transaction is completed.
Not Processed
Swipe Not
Allowed
Remove Card
Displayed when a processing error happened where a fallback is not allowed. The chip card cannot be processed.
Remove card. Use another card.
If the problem happens to more than one card, try the following:
Reboot the device.
If the problem is persistent, contact the Help Desk.
Insert the chip card.
Insert Card in
Chip Reader
Will display if a chip card is swiped and not inserted.
Chip Card error
Codes
In the event that your terminal displays a chip-related error, refer to these error codes to troubleshoot your terminal.
If the code you are experiencing is not shown, retry the transaction.
If the error persists, contact your Help
Desk for support.
10 11
Merchant Support
1.800.265.5158
WCKA-016a-EN Ingenico, Retail/Restaurant 06/10
