Chase DX8000 User manual

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Quick Reference Guide
DX8000

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Getting Started
To help you get started, this Quick Reference Guide outlines some
of the most common transactions for the DX8000 terminal solutions.
For more information and guides, visit: chase.ca
Contents
Navigating Your DX8000 Terminal
Use of the Terminal
How to Process Basic Transactions
More Information and Support
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Navigating Your DX8000 Terminal
1Contactless landing zone
2Easy loading printer
3LCD and touch screen
4Magnetic card reader
5Buzzer
6App overview
7Home
8Back
9Smart card reader
10 LEDs for contactless card
11 Front scanner
12 Power button
13 Volume buttons
14 Battery cover
15 USB Type-C connector
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2
4
5
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3
6 7 8
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Use of the Terminal
To power on:
Press and hold the <Power> button for about 1 second until the Chase
screen appears.
To power o:
Press and hold the <Power> button for more than 2 seconds until
the display shows the gure below, then press <Power o>.
All devices come with a battery, so ensure it is charged each day.
If the battery is empty, the terminal automatically shuts o.
Screen saver mode:
Press and hold the <Power> button for 0.5 seconds, the terminal display
will be turned on or o.

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How to Process Basic Transactions
Below are some common transactions to help you start processing
right away.
Sale
Perform a credit or debit card sale transaction when the card is present.
From the idle screen,
select Sale.
Then key in
amount and
press
Customer is prompted to Tap/Insert/Swipe
1. Customer conrms the sale amount.
2. Customer selects Chequing or Savings (Debit Only).
3. Customer enters PIN and presses .
4. Receipt prints and approval is displayed.
Press to print the customer copy.
For contactless (tap) transactions, the customer holds their
card over the terminal until the reader ashes and/or beeps.
What the customer sees
* Follow prompts until sale is completed.

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Return/Refund
Perform a return to refund money to a cardholder’s account from a sale completed
in a closed batch (e.g., previous day).
From idle screen,
select Refund.
Then key in
amount and
press
Customer is prompted to Tap/Insert/Swipe
1. Customer conrms the refund amount.
2. Customer selects Chequing or Savings (Debit Only).
3. Customer enters PIN and presses .
4. Receipt prints and approval is displayed.
Press to print the customer copy.
For contactless (tap) transactions, the customer holds their
card over the terminal until the reader ashes and/or beeps.
What the customer sees
* Follow prompts until refund is completed.

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Void
Perform a void to reverse a credit or debit sale, force, or return transaction and
prevent any funds from transferring from the cardholder’s account. Only available
for transactions in the current batch (e.g., same day).
Display DX8000
Idle Screen Select Void
Void Pre-Auth
(if applicable)
Yes/No
Press [1] for Yes to void an open pre-auth, or [2] for No and
follow screen prompts. Note: This prompt appears even when
there are no open pre-auth transactions.
Select Search
Criteria
All records
Last record
Invoice
RRN
RefNumber
Approval Code
Acct: XXX Ref: X
Auth: XXX
TR: Credit Sale
Total: XX.XX
1/4 [] Select
Review the transaction to delete.
Press [F4] to select the transaction to void.
Conrm Void
$XX.XX
Yes/No
Conrm the amount to be voided
Press [F1] for Yes or [F4] for No
APPROVED XXXXXX
Press
Receipt prints and approval is displayed .
Press to print the customer copy.
Terminal returns to Main Menu.

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More Information and Support
Below is some helpful information about transactions and functions
on your terminal.
Other Transactions /Access Reports/Reprint a Receipt
Scroll through the screens to navigate to the transaction/function you
wish to perform. Press the screen to start the transaction or function.
Settling the Batch
Your terminal batch contains all the daily transactions that need to be
settled. Settlement is the process of managing your transactions so they
are funded to your banking account.
For the DX8000 terminal, there are three settlement options:
nManual Settlement
nAuto Settlement
nTerminal Auto Settlement
Manual Settlement
If your terminal is set to Manual Close, press to access the Main
Menu, navigate to Settlement and press to select Settlement. Then
follow the prompts displayed on the terminal display.
Host or Terminal Auto Settlement
If your terminal is set to either Host or Timed Auto Settle, it will
automatically settle transactions in the current batch at a specic,
predetermined time, within a 24-hour period. If the terminal is
unplugged or turned o before the set time, the auto settlement
will occur when the terminal is turned on again.

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Password Management
To begin accepting payments, we require you to set up your terminal
passwords. Here is some information to get you started.
Password privileges
Before you begin, think about the password(s) you will need
to provision for your manager and sta:
nIdeally, each member of your sta should have credentials for the
terminal based on their level of responsibility
nAs an added layer of security, only managers and supervisors can
perform the following password protected transactions: Refund,
Void, and Manually Keyed Card
To protect your business, use discretion when sharing passwords
and consider changing them on a regular basis.
Three levels of passwords
The DX8000 terminal supports three levels of passwords:
1. Manager
2. Supervisor
3. Clerk
The terminal has the ability to support 10 Supervisor and 10 Manager IDs
nEach ID can support a unique password
nThe IDs and the passwords are congured manually on the terminal
by accessing the Security Menu. To access the security menu,
please call
our 24/7 Merchant Support at 1.800.265.5158.
nWe recommend the creation of unique ID/Passcode for each of the
3 password levels

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Setting Up Your Passwords
From main screen, choose the menu icon in the upper left corner
and select Security Settings.
The Password screen appears and will
prompt you to enter a 6-digit temporary
password.
Key in the Dynamic Password
and press

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In the Security Settings you may Add
User, Change Password or Delete User.
Press the desired function and follow
the prompts.
When creating a user you will
be prompted to select the level
of password you may create.

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Enter the desired User Name & Password.
nName – Alpha/Numeric
(Max 10 characters)
nPassword – Must be 7 characters and
must include a minimum of 1 number/
alpha character.
nAlpha characters can only be entered
using the keyboard.

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Notes

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Notes

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The Information You Need,
When You Need it.
For Guides and Helpful Information:
https://www.chase.ca/en/support
Call Merchant Support 24/7:
1.800.265.5158
(English & French)
Chase and the Octagon logo are registered trademarks of JPMorgan Chase Bank, N.A. © 2022 JPMorgan Chase & Co.
WK-QRG-IN-DX800-EN-0722

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