Moneris VX 520 User manual

(07/17)
Reference Guide
MONERIS®V X 520
® MONERIS , MONERIS BE PAYMENT READY & Design, and MERCHANT DIRECT are registered trade-marks of Moneris Solutions
Corporation. All other marks or registered trade-marks are the property of their respective owners.
© 2017 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved.
This manual shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced
or transmitted without the authorized consent of Moneris Solutions Corporation (“Moneris”).
This guide is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect,
incidental, consequential or punitive damages arising out of use of any of the information contained in this guide. Neither
Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or
make any representation regarding the use or the results of the use of the information, content and materials contained in this
guide in terms of their correctness, accuracy, reliability or otherwise.
Your Gift card processing is governed by your Moneris Gift Program Agreement with Moneris. Your Loyalty card processing is
governed by your Moneris Loyalty Program Agreement with Moneris. Your credit and/or debit card processing is separately
governed by the Terms and Conditions of your Moneris VISA Merchant Agreement, your Moneris Mastercard Merchant Agreement,
your Moneris Discover Merchant Agreeme nt, your Moneris UnionPay International Merchant Agreement, your Moneris American
Express Merchant Agreement, and/or your Interac Merchant and Terminal Agreement (collectively the “Merchant Agreements”),
as applicable with Moneris. It is the merchant’s responsibility to ensure that proper card processing procedures are followed at
all times. Please refer to your Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The
Moneris Merchant Operating Manual is available for free download at moneris.com/support.
(07/17)

1
Contents
Setting up Your Terminal 5
Before you get started 6
Hardware setup 8
Connecting the cables to the Magic Box on the all-in-one cable 8
Connecting the external PINpad cable to the terminal (optional) 9
Connect the other ends of the cables 10
Load paper 11
Setting up the terminal password 12
Communications setup 13
Using dynamic IP 13
Using static IP 13
Using dial 15
Entering the initialization phone number 16
Using dial backup (optional) 17
Entering merchant IDs and terminal IDs 18
Initialization and logon 19
Additional options 20
Configuring the external PINpad (if attached) 20
Enabling cashback, tip, or invoice number 21
For cashback option 21
For basic tip processing 21
For invoice number 22
Changing the terminal language 22
Enabling Gift & Loyalty programs 22
Gift & Loyalty initialization 22
Using dial communications for Gift & Loyalty 24
Record your Moneris merchant ID here:
Need help?
Web: moneris.com/support
Toll-free: 1-866-319-7450

32
Using Your Terminal 27
Moneris VX 520 28
Terminal keys and hardware 29
Optional external PINpad 30
General guidelines for the VX 820 PINpad 30
Using the touchscreen 30
PINpad readers 31
Card types 32
Cardholder verification 33
Cardholder verification methods (CVM) 33
Cardholder verification limit 33
Card entry options 34
Insert: Chip cards 34
Wave/Tap: Contactless cards 35
Maximum Contactless Dollar Value (CDV) 35
Swipe: Magnetic stripe cards 36
Manual card entry 36
Transactions 37
General guidelines 37
Purchase 37
Partially Approved Purchase 38
Advice 38
Pre-authorization 38
Pre-auth Completion 39
Refund 39
Correction 39
Delete Pre-auth 40
Balance Inquiry 41
Merchant and customer prompts 42
Merchant prompts 42
Customer prompts on the terminal 44
Customer prompts on the external PINpad 46
Receipts 48
Signing credit card receipts 48
Reprinting receipts 48
Card masking 49
Signatureless transactions 49
Maximum Signatureless Dollar Values (SDV) 49
Contactless transactions 50
Receipt samples 50
Credit/Debit card Purchase receipt 50
Partial Approval Purchase receipt 51
Useful codes 51
Reports 52
Masking on reports 52
Transaction Inquiry 52
Merchant Sub-totals report 53
Pre-auth Transactions report 53
Tip report 53
Stored Transactions report 54
Deposit Totals report 55
Clerk Sub-totals report 55
EMV Parameters report 56
Batch History report 56
Administrative transactions 57
Logon 57
Logoff 57
Re-initialization 57
Batch Reclaim 58
MONERIS® VX 520: REFERENCE GUIDE

54
End-of-day process 59
Merchant close 59
System close 60
Troubleshooting 61
Error messages 61
Equipment issues 68
Merchant Support 69
SETTING UP YOUR TERMINAL 5
Admin functions 41
Logon [02] 41
Logoff [03] 41
Re-Initialization [01] 41
End-of-day process 42
Merchant close 42
System close 43
Troubleshooting 44
Error messages 44
Equipment issues 48
Merchant support 75
SETTING UP YOUR TERMINAL
Setting up
Your
Terminal
5
In this section, we go over everything you need to know
to set up your VX 520 terminal.
You can also view our setup videos online at
moneris.com/support.
MONERIS® VX 520: REFERENCE GUIDE

76
Before you get started
1. Depending on the solution you ordered from Moneris, please confirm that you received
all the necessary items in your Welcome Kit. See page 7.
2. If your terminal will communicate with the Moneris host over high-speed Ethernet,
review the Moneris IP Readiness Checklist (available at moneris.com/checklist) to
ensure that your Ethernet service is ready to support your terminal.
3. Make sure you have the following information:
• Your 13-digit Moneris Merchant ID (found in your Important information Email).
• Settlement responsibility (found in your Welcome Email): System Close (Moneris
automatically closes your batch at the end of each day) or Merchant Close (you are
responsible for closing your batch at the end of each day).
• Optional features e.g. gift cards, loyalty cards, Ernex Terminal ID (found in your
Moneris Gift & Loyalty Welcome Letter).
If any of the above required elements are missing, please call Moneris Customer Care
toll-free at 1-866-319-7450.
MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
VX 520
TERMINAL
OPTIONAL
VX 820 PINPAD
AND CABLES
(IF ORDERED)
PAPER ROLL
ETHERNET CABLE
AND/OR
DIAL CABLE
POWER CABLE AND
ALL-IN-ONE CABLE
WITH MAGIC BOX
Administrative card Carte de gestion
POS TPV
4519 0000 0000 0000
Administrative card Carte de gestion
POS TPV
4519 0000 0000 0000
Administrative card Carte de gestion
POS TPV
4519 0000 0000 0000
1
QZ.
2
ABC
3
DEF
4
GHI
5
JKL
6
MNO
7
PRS
8
TUV
9
WXY
0 #
O
X
+
-
<
CANC
ANNUL
OK

98
VX 520 Slide1.jpg 520 Dongle.jpg
Wedge Labelled.jpg
VX 520 Connection Well labelled.jpg
520 connect Power to PP.jpg
520 Connected Panel Closed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg 520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg
VX 520 Slide1.jpg
520 Dongle.jpg
Wedge Labelled.jpg
VX 520 Connection Well labelled.jpg
520 connect Power to PP.jpg
520 Connected Panel Closed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg
520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg
VX 520 Slide1.jpg 520 Dongle.jpg
Wedge Labelled.jpg
VX 520 Connection Well labelled.jpg
520 connect Power to PP.jpg
520 Connected Panel Closed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg 520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg
THE DIAL PORT
THE POWER
PORT
THE
ETHERNET
PORT (ETH)
VX 520 Slide1.jpg
520 Dongle.jpg
Wedge Labelled.jpg
VX 520 Connection Well labelled.jpg
520 connect Power to PP.jpg
520 Connected Panel Closed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg
520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg
Hardware setup
Connecting the cables to the Magic Box on the all-in-one cable
a. Insert the Ethernet cable into the ETH port.
b. Insert the dial cable into the dial port (marked with the
symbol).
c. Insert the power cable into the power port (marked with
the symbol).
IMPORTANT: You must use the exact power cable
provided by Moneris to work with the Moneris VX 520
terminal. Failure to do so may affect the operability of,
or cause damage to, the equipment.
d. If you’re using the terminal as a standalone terminal, proceed to step 3 (Connect
the other ends of the cables) on page 10.
If you’re using the external PINpad, go to step 2 (Connecting the external PINpad
cable to the terminal (optional)) on page 9.
If you are using the VX 520 with the external PINpad, follow these steps.
MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
Follow these instructions to set up your terminal hardware.
Connecting the external PINpad cable to the terminal (optional)
a. Turn the terminal over so that the underside is exposed.
b. Lift the latch at the bottom of the terminal.
c. Flip the lid up toward the top of the terminal so that the
connection well is exposed.
d. Connect the external PINpad’s RS232 cable to the port
labelled RS232.
Note: The all-in-one cable’s connectors will already be
in place. You may need to shift the other cables out of
the way in order to connect the external PINpad’s RS232
cable.
e. Flatten down the RS232 cable against the left side of
the splitter and hold it down as you replace the cover.
Swing the cover back over the connection well, snapping
the latch at the bottom into place. The RS232 cable and
all-in-one connection cable should both fit snugly under
the cover.
f. Proceed to step 3 on page 10.
2
1
VX 520 Slide1.jpg 520 Dongle.jpg
Wedge Labelled.jpg
VX 520 Connection Well labelled.jpg
520 connect Power to PP.jpg
520 Connected Panel Closed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg 520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg
VX 520 Slide1.jpg
520 Dongle.jpg
Wedge Labelled.jpg
VX 520 Connection Well labelled.jpg
520 connect Power to PP.jpg
520 Connected Panel Closed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg
520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg

1110
PAPER ROLL
PAPER
(EXTENDED)
|
PRINTER LATCH
(LIFTED)
Connect the other ends of the cables
a. Plug the other end of the Ethernet cable into the router/switch/hub/ internal
wiring – whatever is applicable to the high-speed Internet service at your specific
location (please refer to the Moneris IP Readiness Checklist if necessary; available at
moneris.com/checklist).
b. Plug the other end of the dial cable into an analog phone jack.
Recommendations: Use a dedicated phone line for the terminal. Sharing the line
with another device can cause communication problems on the terminal. If using
a splitter, test both devices and note that the terminal and the other device cannot
use the phone line at the same time.
c. Plug the other end of the power cable into a wall jack.
Recommendation: Use an extension cord with surge protection.
MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
3Load paper
Note: You must use thermal-sensitive paper rolls. Shop for point-of-sale supplies
and paper online at shop.moneris.com.
a. Open the paper well (located above the display screen):
Look for the symbol on the dark plastic latch,
gently pull up on the latch, then lift the paper well lid
up and back.
b. Prepare the new paper roll: Remove the sticker and
unwind the roll past any sticker residue on the paper,
then tear off the unwound portion of the paper.
c. Place the paper roll into the paper well so that the
paper rolls out from the underside of the roll.
d. Pull the leading edge of the paper up until any glue
residue on the paper roll is past the cutting teeth of
the printer.
e. Close the printer cover and lock it by gently pressing directly on it until it clicks
shut.
f. Tear off the loose end of the paper by pulling it down then sideways across the
metal teeth.
g. From the applications menu, select DEBIT & CREDIT, and then press the 3 key to
feed paper through the printer and ensure it is working properly.
h. Press the (asterisk) key to return to the applications menu.
i. Proceed to Setting up the terminal password on page 12.
4

1312
Tips for moving through the menus on the terminal
• To scroll down or up, press the first purple key on the left. The arrow above the key
indicates the direction (e.g., if the arrow points down, you can scroll down).
• To change the direction of the arrow, press the yellow key.
• To select a menu item, press the grey function key (F1, F2, F3 or F4) that it appears
beside.
• To finish entering information and move on to the next step, press the green key.
Setting up the terminal password
IMPORTANT: You will need to use this password every time you log on and whenever
you need to change settings so be sure to create a password you can remember that
is difficult for others to guess.
Note: If the manager password is entered incorrectly five times in a row, the terminal will
lock and will be unable to perform transactions. To unlock the terminal, contact Moneris
Customer Care toll-free at 1-866-319-7450 and request a password reset.
1. At the applications menu, select DEBIT & CREDIT. The “Change Password” menu
appears.
2. At the “New Password:” prompt, key in a password to be used as your manager
password and press the green key.
Note: The password must be 5-10 digits long and must consist of numbers only.
The “Confirm:” prompt appears.
3. Re-key the manager password and press the green key.
The applications menu appears.
4. Proceed to Communications setup on page 13.
MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
Communications setup
Your terminal must be configured to communicate with the Moneris host.
1. Ensure the communications cables are properly connected to the all-in-one cable
based on your communications type before proceeding with these steps. Refer to
Hardware Setup on page 8 for more information.
2. Do one of the following based on your requirements:
• If you are using dynamic IP, proceed to Using dynamic IP below.
• If you are using static IP, proceed to Using static IP below.
• If you are using Dial, proceed to Using Dial on page 15.
Using dynamic IP
The terminal is already configured for dynamic IP communications. Proceed to Using dial
backup (optional) on page 17.
Using static IP
IMPORTANT: Disconnect the Ethernet cable from the all-in-one cable BEFORE completing
these steps.
1. From the applications menu, press the 2 key.
The VCS Ethernet screen appears.
2. Press the first purple key on the right (below the icon).
The Ethernet Config menu appears.
3. Select IP.
The IP Configuration menu appears.

1514
4. On the IP Configuration menu, at the “IP Settings” prompt, select Edit.
5. Select Static.
6. If your Ethernet network requires the parameters listed below, perform steps 7
and 8 for each parameter. Otherwise go to step 9.
Note: Contact your Internet Service Provider (ISP) to determine the addresses
for these parameters.
• IP Address
• Subnet mask
• Gateway IP Address
• DNS1 IP Address
• DNS2 IP Address
7. Select Next to view these parameters.
8. Select Edit to key in the address for each of these parameters. To key in a period (.),
press the 1 key, then the press the ALPHA key once. Press the green key when
finished entering each parameter.
9. Once all five static IP parameters have been entered, select Exit, then select Yes to
save changes.
The system repairs the connection and prompts you to press any key.
10. Press any key on the keypad to return to the Ethernet Config menu.
11. Press the red key, then press the (asterisk) key to return to the applications
menu.
12. Re-connect the Ethernet cable to the ETH port on the Magic Box (see page 8).
13. Proceed to Entering merchant IDs and terminal IDs on page 18.
MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
Using dial
Ensure the dial communication cable is properly connected to the all-in-one cable before
proceeding with these steps. Refer to Connecting the cables to the Magic Box on the
all-in-one cable on page 8 for more information.
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
4. Scroll down and select Host.
5. At the “Comm Link Type” prompt, select Edit, select Next until “Dial” appears, then
select Slct.
6. Select Next until “Settle Comm Type” appears.
7. At the “Settle Comm Type” prompt, select Edit, select Next until “Dial” appears, then
select Slct.
8. Select Exit, then select OK to save changes.
The Setup menu appears.
9. If you need to dial a prefix (for example, a 9) to connect to an outside line, complete
the steps below. If not, go to step 10.
a. On the Setup menu, scroll down and select Terminal.
b. Select Next until “PABX Code” appears.
c. Select Edit, key in the prefix (e.g., 9) and press the green key.
d. Select Exit, then select OK to save changes.
10. Press the red key, then press the (asterisk) key to return to the applications menu.
11. Proceed to Entering the Initialization phone number on page 16.

1716
Entering the initialization phone number
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
4. Scroll down and select Comm.
5. On the Edit CPT menu, select Next until “Pri Init Phone” appears.
6. Select Edit, key in the initialization phone number as follows, and then press the green
key.
Note: Do not enter dashes (-) or spaces between the numbers.
7. Select Exit, then select OK to save changes.
8. Press the red key, then press the (asterisk) key to return to the applications menu.
9. Proceed to Entering merchant IDs and terminal IDs on page 18.
If your merchant ID begins with: Key in:
00301 1-888-699-7299
00302 1-888-358-8602
00304 1-888-332-8433
MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
Using dial backup (optional)
When you have finished setting up communications for IP:
1. Plug in the dial cable: Follow the Connecting the cables to the Magic Box on the
all-in-one cable steps on page 8.
2. On the applications menu, select DEBIT & CREDIT.
3. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
4. Select Setup, key in the manager password and press the green key.
5. Scroll down and select Host.
6. Select Next until “Backup Support” appears.
7. Select Edit, select Next until “Auto Backup” appears, and then select Slct.
8. Select Exit then select OK to save changes.
9. Press the red key, then press the (asterisk) key to return to the applications menu.

1918 MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
4. Scroll down and select Merchant.
“Term Id” appears.
5. Select Edit, key in the Moneris Terminal ID (the eight-digit number starting with “M2”
found on the side of the terminal, e.g., M2123456) and press the green key.
Note: To key in the letter M, press the 6 key, then press the ALPHA key once.
6. Select Next until “Merch Num.” appears.
7. Select Edit, key in your 13-digit Moneris Merchant ID (e.g., 0030123456789) and press
the green key.
8. Select Exit, then select OK to save changes.
9. Press the red key, then press the (asterisk) key to return to the applications
menu.
10. Proceed to Initialization and logon on page 19.
Entering merchant IDs
and terminal IDs Before processing any transactions, you must initialize your terminal with the Moneris
host and logon.
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Scroll down and select Initialize.
4. When “Retain ID?” appears, select Yes.
5. When “Transmitting…” and “Receiving…” appear, please wait while the terminal
communicates with Moneris.
6. When the initialization is finished, “Init Successful” appears on the terminal, then the
transactions menu appears.
7. On the terminal, at the transactions menu, press the green key to access the
CONFIGURATION menu.
8. Scroll down and select Host Logon.
9. At the “Password:” prompt, key in the manager password and press the green key.
10. “Logon Success” appears, then the transactions menu appears.
Your terminal is ready to process transactions.
Initialization and logon

2120 MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
Additional options
There are several options that you can choose to enable on your terminal to enhance its
functionality.
Note: All instructions in this section begin at the applications menu.
Configuring the external PINpad (if attached)
IMPORTANT: You must configure the external PINpad on your terminal BEFORE
following the instructions in Initialization and logon on page 19.
Note: Before you configure the external PINpad, make sure you have followed the
Connecting the external PINpad cable to the terminal (optional) instructions on page 9.
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
4. On the SETUP menu, select Terminal.
The Edit Terminal menu appears.
5. Select Next until “PINPad Type” appears.
6. Select Edit, then select Next until “External XPI” appears.
7. Select Slct.
8. Select Exit, then select OK to save changes.
9. Press the red key, then press the (asterisk) key to return to the applications menu.
10. Power down and restart the terminal (disconnect the power supply and reconnect).
11. Proceed to Entering merchant IDs and terminal IDs on page 18.
Enabling cashback, tip, or invoice number
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
The SETUP menu appears.
For cashback option
To change the default values for cashback and to optimize dial communications for use
with cashbacks, please refer to the VX 520 Webhelp available at moneris.com/support.
1. From the SETUP menu, select Terminal.
2. Select Next until “CashBack Option” appears.
3. Select Edit, then select On.
4. Select Exit, then select OK to save changes.
The terminal returns to the SETUP menu.
For basic tip processing
To change the default values for the enhanced tip options and to optimize dial
communications for use with tip processing, please refer to the VX 520 Webhelp available
at moneris.com/support.
1. From the SETUP menu, select Terminal.
2. Select Next until “Tip Processing” appears.
3. Select Edit, select Next until “On - Prompt” appears, then select Slct.
4. Select Exit then select OK to save changes.
The terminal returns to the SETUP menu.

2322
For invoice number
1. From the SETUP menu, scroll down and select Merchant.
2. Select Next until “Ask Inv Num?” appears.
3. Select Edit, then select On.
4. Select Exit, then select OK to save changes.
5. Press the red key, then press the (asterisk) key to return to the applications
menu.
Changing the terminal language
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the second purple key from the left.
The Set Language screen appears.
3. Select ENG (English) or FRN (French).
4. The transactions menu reappears in the selected language.
Enabling Gift & Loyalty programs
Didn’t order gift cards or a loyalty program but would like to find out more? Please call
us at 1-855-219-3084.
Gift & Loyalty initialization
Note: If you are using IP communications, follow these instructions to initialize the Gift
& Loyalty program on your terminal.
If you are using dial communications, go to the Using dial communications for Gift &
Loyalty section on page 24 first. Once the dial communications setup has been completed,
return to this section and follow these initialization instructions.
1. From the applications menu, select GIFT & LOYALTY.
2. When the Gift & Loyalty transactions menu appears, scroll down and select Setup.
MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
3. Key in the manager password and press the green key.
4. Select Merchant.
“Merchant ID” appears.
5. Select Edit, key in your Moneris Merchant ID and press the green key.
6. Select Next.
“Moneris Term ID” appears.
7. Select Edit, key in the Moneris Terminal ID and press the green key.
8. Select Next.
“Ernex Term ID” appears.
9. Select Edit, key in the Ernex Terminal ID (provided to you when Moneris confirmed
your terminal order) and press the green key.
10. Select Exit then select OK to save changes.
11. When the terminal returns to the Setup menu, select Comm.
12. Select Next until “Device Type” appears.
13. Make sure the “Device Type” is set to 7C.
• If it is, select Exit and go to step 16.
• If it is not, go to step 14.
14. Select Edit, key in 7C and press the green key.
Note: To key in the letter C, press the 2 key, then press the ALPHA key three
times.
15. Select Exit, then select OK to save changes.
16. When the terminal returns to the Setup menu, scroll down and select Initialization.
“Ernex Term ID:” appears.
17. Press the green key. The terminal will complete the initialization and return to
the Setup menu.

2524 MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
18. Press the red key, then press the (asterisk) key to return to the applications
menu.
Your terminal is ready to process gift and loyalty card transactions.
For instructions on performing:
• gift card transactions, please refer to the Gift Card Program Using Your Terminal for
Moneris VX 520 guide.
• loyalty card transactions, refer to the Using Your Terminal for Loyalty for Moneris
VX 520 Duet guide.
Using dial communications for Gift & Loyalty
1. From the applications menu, select GIFT & LOYALTY.
2. When the Gift & Loyalty transactions menu appears, press the 6 key to access the
Quick Setup menu.
3. Key in the manager password and press the green key.
4. On the Quick Setup menu, select Communications and then select View.
“Comm Link Type” appears.
5. Select Edit, select Next until “Dial” appears, then select Slct.
6. Select Exit, then select OK to save changes.
7. Press the red key twice to return to the Gift & Loyalty transactions menu.
8. Scroll down and select Setup.
9. Key in the manager password and press the green key.
10. On the Setup menu, select Comm.
“Pri Auth Phone” appears.
If your merchant ID begins with: Key in:
00301 1-888-699-7299
00302 1-888-358-8602
00304 1-888-332-8433
11. Select Edit, key in the authorization phone number as follows, and press the green
key.
Note: Do not enter dashes (-) or spaces between the numbers.
12. Select Next.
“Sec Auth Phone” appears.
13. Select Edit, key in the same authorization phone number as above and press the
green key.
14. Select Exit, then select OK to save changes.
15. If you need to dial a prefix (for example, a 9) to connect to an outside line, complete
the steps below. Otherwise proceed to step 16.
a. On the Setup menu, scroll down and select Terminal.
b. Select Next until “PABX Code” appears.
c. Select Edit, key in the prefix (e.g., 9) and press the green key.
d. Select Exit, then select OK to save changes.
16. Press the red key, then press the (asterisk) key to return to the applications
menu.
17. Proceed to Gift & Loyalty initialization on page 22.

2726 MONERIS® VX 520: REFERENCE GUIDE SETTING UP YOUR TERMINAL
Using
Your
Terminal
In this section, we go over everything you need to know
to use your VX 520 terminal, including how to perform
transactions and end-of-day processes.
27
USING YOUR TERMINAL

2928 MONERIS® VX 520: REFERENCE GUIDE
Moneris VX 520
Use this handheld, all-in-one terminal and PINpad to process transactions at the point
of sale (POS).
When prompted, you (and sometimes your customer) will key in information on the
terminal. If your customer is required to key in information, pass the handheld to the
customer. When the customer has finished keying in the information, retrieve the
terminal and complete the transaction.
Terminal keys and hardware
1 Integrated printer
2 Embedded contactless reader
3 F1 to F4 keys
• Multi-function keys that correspond to the options displayed on the right-hand
side of display.
4 Magnetic stripe reader
5 Purple keys
• Function keys that correspond to the icons (if any) displayed on the screen above
them:
• Arrow key. First purple key on the left, located under the or icon. Scrolls up
or down. Press the yellow key to toggle between scrolling up and down.
• LANG key. The second purple key on the left. Accesses the Set Language menu.
• Reprint key. The second purple key from the right. Displays the REPRINT menu.
• Reports key. The first purple key on the right. Displays the REPORTS menu.
6 ALPHA key
• To key in alphabetic characters, press the numeric key on the keypad labelled with
the desired character, then press the ALPHA key until that character is displayed.
7 Asterisk ( ) key
• Returns to the applications menu (displays the applications available, including
DEBIT & CREDIT).
8 Red key
• Cancels the current operation.
9 Yellow key
• Clears displayed data one character at a time.
• Changes the direction of the arrow icon above the first purple key on the left.
10 Green key
• Accepts displayed data.
• Submits keyed in data.
• Displays the CONFIGURATION menu when pressed at the transactions menu.
11 Chip reader
3
4
5 6
7
8 9 10
11
1
2
USING YOUR TERMINAL

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If an optional Moneris VX 820 external PINpad is connected to the VX 520 terminal and
your merchant account is configured for it, your customer must enter their information
on the external PINpad during transactions. Keep the terminal in front of you to
complete the transaction.
General guidelines the VX 820 PINpad
• The PINpad displays “WELCOME/BONJOUR” while in its idle state.
• Begin the transaction on the VX 520 terminal.
• When “Swipe Card:” appears on the terminal, pass the external PINpad to the
customer for card entry (see Card entry options on pages 34-36).
• When “Wait for PINPAD” appears on the terminal, the customer follows the prompts
on the PINpad.
• When “APPROVED” appears on the terminal, retrieve the PINpad, press the green
key on the terminal and complete the transaction.
Using the touchscreen
The VX 820 PINpad reacts when you touch various areas on the screen (icons) in the
same way it reacts when you press a key on the keypad.
Touchscreen tips
• Use your fingertip or an approved stylus with a soft plastic tip.
• Do not use sharp or pointed objects (e.g., pens, pencils, golf tees, etc.) to press icons on
the touchscreen.
• Keep the touchscreen clean and free of fingerprints by using a dry microfibre cloth to
wipe down the screen.
• Do not use liquid cleaning agents, such as glass cleaner, on the screen.
Optional external PINpad
2
1
3
MONERIS® VX 520: REFERENCE GUIDE USING YOUR TERMINAL
PINpad readers
1 Touchscreen with embedded contactless reader
2 Magnetic stripe reader
3 Chip reader

3332
The Moneris VX 520 supports the following card types and formats. These card types
are not mutually exclusive. A single card can include a magnetic stripe, a chip, and
contactless functionality.
Magnetic stripe card
• A card with a magnetic stripe
• The card is swiped on the magnetic stripe reader
Chip card
• A card with a chip
• The card is inserted into the chip reader
Contactless card
• In this guide, the term “contactless card” includes a card with contactless functionality.
• Supported card brands include: Visa
®
, Mastercard
®
, American Express
®
, Discover
®
, and
Interac
®
.
• The card is tapped on the embedded contactless reader
Cardholder verification methods (CVM)
Many transactions require cardholder verification. This means your customer must provide
proof that they are the valid cardholder by performing one of the cardholder verification
methods below. The terminal will prompt your customer (or you) for the appropriate CVM.
When verification is required, follow these general guidelines:
• for a transaction where a card is swiped, the cardholder signs the merchant copy of
the receipt;
• for a transaction where a card is inserted, the cardholder enters their PIN on the
terminal (or on the external PINpad if applicable). In some cases, the cardholder may
need to sign the merchant copy of the receipt.
• for a transaction where a card is tapped, the cardholder may need to sign the
merchant copy of the receipt.
Cardholder verification limit
• This is the maximum dollar amount for performing a tapped credit transaction
without cardholder verification.
• To determine the cardholder verification limit for a card, print an EMV Parameters
report (see instructions on page 56). Look under each card type for the “Contactless
CVM Limit:” value.
• If the final transaction amount is greater than the limit specified (in the case of Visa,
equal to or greater than) then the cardholder must perform one of the cardholder
verification methods outlined above.
• In most cases, this limit does not apply to:
• Credit transactions where the card is swiped or inserted
• Interac Debit transactions where the card is swiped or inserted
These transactions require cardholder verification regardless of the transaction amount.
Card types Cardholder verification
MONERIS® VX 520: REFERENCE GUIDE USING YOUR TERMINAL

3534
Insert: Chip cards
1. Wait for the “Swipe Card:”, “Swipe or Insert Card:”
or “Swipe, Tap, or Insert Card:” prompt to appear on
the terminal. If an external PINpad is attached, wait
for the “Swipe Card:”, “Swipe/Insert:” or “Swipe/
Tap/Insert:” prompt to appear on the PINpad.
2. Either you or the customer inserts the card into the
device’s chip reader.
Note: If an optional external PINpad is connected to the VX 520, the card must be
inserted in the external PINpad’s chip reader.
3. The customer may be prompted to key in a PIN.
Note: If the customer is prompted to key in a password, have the customer pass the
device back to you. Press the red key to cancel the transaction, then start a new
transaction.
4. The chip card must remain inserted until the “Please Remove Card” prompt appears.
Note: Unless the device prompts otherwise, do not swipe a chip card even if the card has
a magnetic stripe.
Card entry options
MONERIS® VX 520: REFERENCE GUIDE USING YOUR TERMINAL
Wave/Tap: Contactless cards
Note: The transaction amount must be equal to or less than the maximum Contactless
Dollar Value (see below).
1. Wait for the “Swipe Card:”, “Swipe or Insert Card:”
or “Swipe, Tap, or Insert Card:” prompt to appear on
the terminal. If an external PINpad is attached, wait
for the “Swipe Card:”, “Swipe/Insert:” or “Swipe/
Tap/Insert:” prompt to appear on the PINpad.
2. The customer taps their card on the device’s
display screen.
Note: When a contactless card is tapped, the contactless LED indicators on the top of
the terminal flash green to confirm that the embedded contactless reader successfully
read the card. On the external PINpad, the contactless lights are “virtual” and are
displayed at the top of the touchscreen.
3. Note the following:
• Your merchant account must be configured for contactless functionality.
• Only Purchases, Refunds, and Balance Inquiries can be processed using a contactless
card.
• The transaction amount must be equal to or less than the maximum Contactless
Transaction Limit set for the card (see below).
• The card must be within 0.5 in. (1.3 cm) of the screen, but it does not have to touch it.
• The card must be tapped or waved by itself (the customer cannot leave the card in
their wallet and wave it in front of the screen).
Maximum Contactless Dollar Value (CDV)
To determine the maximum CDV for a card, print an EMV Parameters report (see page 56)
and locate the Contactless Trans Limit parameter under the report’s record for the card.
A CDV of 999999 means there is no maximum limit.

3736
All instructions in this guide begin at the transactions menu. To access the transactions
menu from the applications menu, select DEBIT & CREDIT. To access the transactions
menu from any screen in the DEBIT & CREDIT application, press the red key
repeatedly until the transactions menu appears.
General guidelines
1. Determine the transaction to be processed (e.g., Purchase or Refund).
2. Establish the means of payment (credit or debit).
3. Enter the card data on the POS device (see pages 34-36).
4. Follow the prompts* (see pages 42-47).
5. Process receipts (see pages 48-51).
*Prompts may vary depending on variables such as terminal setup, merchant setup and
card type.
Purchase
Credit or debit purchase of goods or services.
1. Select Purchase.
2. Key in the purchase amount, press the green key, then follow the prompts. Refer
to the Merchant and customer prompts tables (see pages 42-47).
3. Process receipts (see pages 48-51).
Transactions
MONERIS® VX 520: REFERENCE GUIDE USING YOUR TERMINAL
Swipe: Magnetic stripe cards
1. Wait for the “Swipe Card:”, “Swipe or Insert Card:”
or “Swipe, Tap, or Insert Card:” prompt to appear on
the terminal. If an external PINpad is attached, wait
for the “Swipe Card:”, “Swipe/Insert:” or “Swipe/
Tap/Insert:” prompt to appear on the PINpad.
2. Swipe the card on the device’s magnetic stripe reader.
Note: If the card has a chip, the card must be inserted
into the chip reader unless the device prompts otherwise.
Manual card entry
If all available card entry methods fail, you may manually enter the card number for
credit cards and some chip debit cards.
1. Wait for the “Swipe Card:”, “Swipe or Insert Card:” or “Swipe, Tap, or Insert Card:”
prompt to appear on the terminal. If an external PINpad is attached, wait for the
“Swipe Card:”, “Swipe/Insert:” or “Swipe/Tap/Insert:” prompt to appear on the PINpad.
2. Key in the card number on the terminal and press the green key.
3. Key in the card’s expiry date on the terminal and press the green key.
• If the “Password:” prompt appears, key in the manager password and press the
green key.
• If the “Imprint Card Press OK Key” prompt appears, take an imprint of the card and
press the green key.
4. Key in the card’s validation code and press the green key to continue the
transaction.