Moneris vx810 duet User manual

Moneris Vx810 Duet
OPERATING MANUAL
Software Version 4.21d
Documentation v1.3.1
Documentation Date: February 13, 2014

® MONERIS, MONERIS & Design, MONERIS SOLUTIONS & 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.
© 2014 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 manual 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
manual.
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 manual 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 Agreement
and/or your Moneris 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/manuals.

Table of Contents
CHAPTER 1. INTRODUCTION..........................................................................................................1
1.1 Getting Started .................................................................................................................1
1.2 What's New......................................................................................................................1
1.3 Learning About the Terminal...........................................................................................1
1.4 Caring for your Moneris Hardware..................................................................................2
1.4.1 Caring for the Terminal.....................................................................................2
1.4.2 Caring for the Base............................................................................................2
CHAPTER 2. FEATURES AND PROCEDURES...............................................................................3
2.1 Standard Features.............................................................................................................3
2.1.1 Language Selection for Display, Receipts and Reports.....................................3
2.1.2 Card Information Security.................................................................................4
2.1.3 Communications Status .....................................................................................4
2.1.4 Demo Mode .......................................................................................................5
2.2 The Menu Feature............................................................................................................5
2.2.1 The Applications Menu......................................................................................7
2.2.2 The Transactions (DEBIT & CREDIT) Menu ...................................................8
2.2.3 The Pre Auth Menu............................................................................................9
2.2.4 The Reports Menu............................................................................................10
2.2.5 The Configuration Menu .................................................................................12
2.2.6 The Setup Menu...............................................................................................13
2.2.7 Terminal Parameters (Edit Terminal Menu)...................................................14
2.2.8 Receipt Parameters Menu (Edit PCT).............................................................18
2.2.9 Merchant Parameters (Edit Format Menu).....................................................20
2.2.10 Dial Communications Parameters (Edit CPT Menu)......................................23
2.2.11 Moneris Host Parameters (Edit Hosts Menu) .................................................24
2.2.12 Additional Merchant Parameters (Edit MIT Menu)........................................25
2.2.13 Ethernet Communication Parameters (Edit ECT Menu).................................26
2.2.14 Cashback Parameters (Cashback Menu) ........................................................28
2.2.15 Menu and Editing Parameters (Menu Config Menu)......................................28
2.3 Optional Features...........................................................................................................33
2.3.1 NSR Transactions............................................................................................34
2.3.2 Surcharge on Debit Transactions....................................................................34
2.3.3 Chip Cards.......................................................................................................35
2.3.4 Contactless Cards............................................................................................36
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2.3.5 Balance Inquiry...............................................................................................36
2.3.6 Signatureless Transactions..............................................................................37
2.3.7 Tip Processing.................................................................................................37
2.3.8 Cashback .........................................................................................................38
2.3.9 Clerk ID Prompting and Clerk Sub-Totalling .................................................38
2.3.10 Invoice Number Prompting..............................................................................39
2.3.11 Personalized Receipts......................................................................................39
2.3.12 PAN Fraud Control.........................................................................................39
2.3.13 The Manager Password...................................................................................39
2.3.14 Manual Card Entry Feature............................................................................40
2.3.15 Password Protection on Manual Card Entry Feature.....................................40
2.3.16 Multi-Terminal Reporting................................................................................41
2.3.17 Terminal Names...............................................................................................41
2.3.18 Private Label Cards.........................................................................................41
2.3.19 Corporate Cards..............................................................................................42
2.3.20 Credit Pre-dial.................................................................................................42
2.3.21 Debit Pre-dial..................................................................................................42
2.3.22 The Moneris Gift & Loyalty Programs............................................................43
2.4 Procedures......................................................................................................................44
2.4.1 Setting the Terminal's Manager Password......................................................45
2.4.2 Powering Up the Vx810 Duet..........................................................................45
2.4.3 Powering Down the Vx810 Duet .....................................................................46
2.4.4 Loading Paper in the Integrated Printer.........................................................46
2.4.5 Selecting the Terminal Language....................................................................47
2.4.6 Taking a Manual Imprint of a Credit Card .....................................................48
2.4.7 Finding a Transaction's Sequence and Orig Auth Numbers............................49
2.4.8 Signing Credit Card Receipts..........................................................................50
2.4.9 Reprinting Receipts..........................................................................................50
2.4.10 Printing a Cash Receipt...................................................................................51
2.4.11 Entering Alphabetic Characters and Punctuation...........................................52
2.4.12 Cancelling a Transaction ................................................................................53
2.4.13 Cancelling a Report.........................................................................................53
2.4.14 Changing the Manager Password...................................................................54
2.4.15 Requesting a Code 10 Authorization...............................................................54
2.4.16 Dealing With Disputed Debit Transactions.....................................................54
ii Moneris Vx810 Duet Operating Manual

CHAPTER 3. THE MONERIS VX810 HARDWARE ........................................................................55
3.1 The Moneris Vx810 Duet Terminal...............................................................................55
3.2 Setting up the Terminal..................................................................................................55
3.3 The Vx810 Communications Base ................................................................................56
3.4 The Communications Cables.........................................................................................56
3.4.1 The Dial Communications Cable.....................................................................56
3.4.2 The Ethernet Communications Cable..............................................................57
3.5 The Terminal Keypad ....................................................................................................57
3.5.1 Alphanumeric Keys..........................................................................................58
3.5.2 The Function Keys...........................................................................................58
3.6 The Magnetic Stripe Card Reader..................................................................................59
3.7 The Chip Card Reader ...................................................................................................60
3.8 The Integrated Printer....................................................................................................60
3.9 The External PINpad......................................................................................................61
3.9.1 Setting up the External PINpad.......................................................................61
3.9.2 Transactions with the External PINpad...........................................................62
3.10 The Modular Contactless Reader...................................................................................63
3.10.1 Contactless Transactions Allowed...................................................................63
3.10.2 Maximum Contactless Dollar Value (CDV)....................................................63
CHAPTER 4. CONFIGURING YOUR TERMINAL...........................................................................65
4.1 Configuring Your Terminal...........................................................................................65
4.2 Using Quick Setup.........................................................................................................66
4.2.1 Options for Each Parameter............................................................................66
4.2.2 Parameters ......................................................................................................66
4.3 Configuring Communications........................................................................................67
4.3.1 Configuring Dial Communications..................................................................67
4.3.2 Configuring Dynamic IP Communications......................................................69
4.3.3 Configuring Static IP Communications...........................................................70
4.4 Configuring Dial Backup Support for IP .......................................................................71
4.4.1 Dial Communications as Automatic Backup for IP.........................................71
4.4.2 Other Backup Support Options........................................................................71
4.5 Configuring Your Merchant ID and Terminal ID..........................................................72
4.6 Configuring the External PINpad ..................................................................................72
4.7 Configuring Surcharge...................................................................................................73
4.7.1 Enabling Surcharge.........................................................................................73
4.7.2 Surcharge Amount...........................................................................................73
Moneris Vx810 Duet Operating Manual iii

4.7.3 Surcharge Min Limits......................................................................................74
4.7.4 Surcharge Max Limits .....................................................................................74
4.8 Configuring the Modular Contactless Reader................................................................75
4.9 Disabling Manual Entry on Credit Cards.......................................................................75
4.9.1 The Edit Cards Screen Matrix.........................................................................76
4.10 Configuring Password Protection on Manual Entry ......................................................76
4.10.1 Enabling the Manual Entry Password Feature...............................................76
4.10.2Disabling Password Protection on Manual Entry...........................................77
4.11 Configuring Receipt Printing.........................................................................................77
4.11.1 Enable the Printer ...........................................................................................77
4.11.2 Configure Receipt Headers and Footers.........................................................77
4.11.3 Enable Large Amount Printing........................................................................78
4.11.4 Enable Printing of Customer Copies...............................................................78
4.11.5 Enable Re-Printing of Merchant Copies .........................................................78
4.11.6 Configure the Print Prompt Beep Delay..........................................................78
4.12 Configuring Tip Processing...........................................................................................78
4.12.1 Basic Tip Processing .......................................................................................78
4.12.2 Enhanced Tip Processing................................................................................79
4.12.3 Gratuity Guidelines Printing on Pre-Authorization Receipts..........................79
4.12.4 Tip Percentage on Purchases..........................................................................79
4.13 Configuring the Cashback Feature.................................................................................80
4.13.1 Cashback Amount Prompting on Debit Transactions......................................80
4.13.2 Changing Cashback Amounts..........................................................................80
4.13.3 Setting the Cashback Limit..............................................................................80
4.14 Configuring Clerk ID Prompting and Clerk Sub-Totalling............................................81
4.14.1 Clerk ID Prompting.........................................................................................81
4.14.2 Using a Default Clerk ID.................................................................................81
4.14.3 Clerk Sub-Totalling .........................................................................................81
4.14.4 Adding Clerk IDs (including the Default Clerk ID).........................................81
4.14.5 Deleting Clerk IDs...........................................................................................82
4.15 Configuring Invoice Number Prompting.......................................................................83
4.16 Configuring Multi-Terminal Reporting .........................................................................83
4.16.1 Adding a Terminal Name.................................................................................83
4.16.2 Deleting a Terminal Name...............................................................................84
4.17 Configuring Private Label Cards ...................................................................................84
4.18 Configuring Corporate Cards.........................................................................................84
4.18.1 Enabling the Corporate Card Feature ............................................................84
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4.18.2 Enabling Tax Amount Prompting....................................................................85
4.18.3 Configuring Tax Type and Tax Registration Numbers....................................85
4.19 Initializing Your Terminal.............................................................................................85
CHAPTER 5. FINANCIAL TRANSACTIONS ..................................................................................87
5.1 Card and Transaction Types ..........................................................................................87
5.2 Transaction General Guidelines.....................................................................................88
5.3 Card Entry Options........................................................................................................88
5.3.1 Magnetic Stripe Cards - Swipe........................................................................88
5.3.2 Chip Cards - Insert..........................................................................................88
5.3.3 Contactless Cards - Tap ..................................................................................88
5.3.4 Manual Entry...................................................................................................89
5.4 Transaction Procedures..................................................................................................89
5.5 Processing a Purchase....................................................................................................90
5.6 Processing a Refund.......................................................................................................90
5.7 Processing a Correction (Void)......................................................................................91
5.8 Processing a Pre-Authorization......................................................................................92
5.9 Processing a Pre-Authorization Completion..................................................................92
5.10 Processing a Pre-Authorization Deletion.......................................................................94
5.11 Partial Approval.............................................................................................................95
5.11.1 Partial Approval Purchase on the Terminal....................................................96
5.11.2 Partial Approval Purchase using the External PINpad...................................97
5.11.3 Partial Approval Correction (Void) ................................................................98
5.11.4 Partial Approval Receipt Examples.................................................................99
5.11.5 Partial Approval Refund................................................................................105
5.11.6 Partial Approval Transaction Scenarios.......................................................105
5.11.7 Performing Balance Inquiries on Pre-paid Credit Cards .............................107
5.11.8 Cancelling Partial Approval Transactions....................................................108
5.12 Processing an Advice...................................................................................................109
5.13 Transacting a Purchase on a Corporate Card...............................................................109
5.14 Transacting a Payment on a Private Label Card..........................................................111
5.15 Manually Processing Credit Transactions....................................................................112
5.15.1 Manually Processing Credit Transactions UNDER the Floor Limit.............112
5.15.2 Manually Processing Credit Transactions OVER Floor Limit......................113
CHAPTER 6. ADMIN TRANSACTIONS ........................................................................................115
6.1 Logging On..................................................................................................................115
6.2 Logging Off .................................................................................................................115
Moneris Vx810 Duet Operating Manual v

6.3 Re-Initializing the Terminal.........................................................................................116
6.4 Batch Reclaim..............................................................................................................116
6.5 Demo Mode Transactions............................................................................................117
6.5.1 Entering Demo Mode.....................................................................................118
6.5.2 Exiting Demo Mode.......................................................................................119
CHAPTER 7. REPORTS ................................................................................................................121
7.1 Stored Transactions Report..........................................................................................121
7.2 Merchant SubTotals Report.........................................................................................122
7.3 Clerk Subtotal Report ..................................................................................................122
7.3.1 For One or More Clerks................................................................................122
7.3.2 For All Clerks................................................................................................123
7.4 Deposit Totals Report..................................................................................................123
7.5 Multi-Terminal Deposit Totals Report.........................................................................124
7.6 Pre Auth Transactions Report......................................................................................124
7.7 Tip Report....................................................................................................................125
7.8 Batch Totals Report .....................................................................................................125
7.9 The Terminal Parameters Report.................................................................................126
7.10 The EMV Parameters Report.......................................................................................126
7.11 Private Label Card Transactions on Reports................................................................127
7.12 The Batch History Report............................................................................................127
CHAPTER 8. THE MONERIS GIFT & LOYALTY PROGRAMS....................................................129
8.1 Enabling Gift & Loyalty Programs..............................................................................129
8.2 Gift Card Transactions.................................................................................................129
8.2.1 Processing a Purchase with a Gift Card.......................................................129
8.2.2 Entering a Tip Amount on a Gift Card Purchase..........................................130
8.2.3 Deactivate a Moneris Gift Card ....................................................................132
8.2.4 Processing a Refund with a Gift Card...........................................................133
8.3 Loyalty Card Transactions...........................................................................................134
8.3.1 Processing a Purchase with a Loyalty Card (Point Accumulation)..............134
8.3.2 Deactivate a Moneris Loyalty Card...............................................................135
8.3.3 Processing a Refund with a Loyalty Card .....................................................135
8.3.4 Processing a Redemption with a Loyalty Card..............................................136
8.4 Loyalty Pre Auth..........................................................................................................137
8.4.1 Loyalty Pre-Authorization.............................................................................137
8.4.2 Processing a Pre-Authorization Completion with Loyalty............................137
8.4.3 Processing a Loyalty Pre-Authorization Deletion.........................................138
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8.4.4 Processing a Pre-Authorization with Loyalty................................................139
8.4.5 Loyalty Pre Auth Transactions Report ..........................................................140
8.5 Gift & Loyalty Transactions........................................................................................141
8.5.1 Activating Gift or Loyalty Cards and Loading Value on Gift Cards.............141
8.5.2 Gift or Loyalty Card Transaction With a Balance Due.................................142
8.5.3 Voiding a Gift or Loyalty Transaction...........................................................142
8.5.4 Gift or Loyalty Card Inquiry..........................................................................143
8.5.5 Reprinting a Gift or Loyalty Receipt..............................................................143
8.6 The Gift & Loyalty Menu Feature...............................................................................145
8.6.1 The Gift & Loyalty Transactions Menu.........................................................145
8.6.2 The Gift & Loyalty Reports Menu..................................................................146
8.6.3 The Gift & Loyalty Setup Menu.....................................................................147
8.7 Gift & Loyalty Admin Transactions ............................................................................148
8.7.1 Gift & Loyalty Batch Close............................................................................148
8.7.2 Initialization to the Moneris Host..................................................................148
8.8 Gift & Loyalty Reports................................................................................................149
8.8.1 Gift & Loyalty Transaction List.....................................................................149
8.8.2 Gift & Loyalty Transaction Inquiry...............................................................150
8.8.3 Clerk Subtotals Report for Gift & Loyalty Transactions...............................151
8.8.4 Configuration List for Gift & Loyalty............................................................152
8.8.5 Gift and Loyalty Tip Totals Report................................................................153
8.9 Gift & Loyalty Configuration......................................................................................154
8.9.1 Gift & Loyalty Printer and Receipt Parameters............................................154
8.9.2 Gift & Loyalty Merchant Parameters............................................................154
8.9.3 Gift & Loyalty Communications Parameters ................................................156
8.9.4 Gift & Loyalty Terminal Parameters.............................................................157
8.9.5 Adding Clerk IDs to the Moneris Gift & Loyalty Application.......................159
8.9.6 Deleting Clerk IDs from the Moneris Gift & Loyalty Application.................160
8.9.7 Configuring Tip Processing for Moneris Gift Cards.....................................160
8.10 Gift & Loyalty Demo Mode ........................................................................................161
8.10.1 Entering Gift & Loyalty Demo Mode ............................................................162
8.10.2 Exiting Gift & Loyalty Demo Mode...............................................................162
CHAPTER 9. END-OF-DAY PROCEDURE................................................................................... 165
9.1 Processing a Batch Close.............................................................................................165
9.1.1 Merchant Close .............................................................................................165
9.1.2 System Close..................................................................................................166
Moneris Vx810 Duet Operating Manual vii

9.2 Processing a Batch Clear .............................................................................................166
9.3 Processing a Batch Review..........................................................................................167
9.4 Processing a Multi-Terminal Batch Close ...................................................................168
9.4.1 By Terminal Name.........................................................................................168
9.4.2 For All Terminals ..........................................................................................169
CHAPTER 10. TROUBLESHOOTING.............................................................................................171
10.1 Error Messages on the Moneris Vx810 Duet Terminal ...............................................171
10.2 Gift & Loyalty Error Messages on the Vx810 Duet Terminal.....................................179
10.3 Solving Hardware Problems ........................................................................................180
10.4 Additional Documentation...........................................................................................182
10.5 Merchant Direct Secure Message Centre.....................................................................182
10.6 Telephone Assistance...................................................................................................182
viii Moneris Vx810 Duet Operating Manual

1. Introduction
1.1 Getting Started
You must prepare your terminal before you process transactions:
1. Set up the hardware.
2. Configure the terminal.
3. Initialize the terminal.
4. Log on to the Moneris host.
Once the terminal is ready to use, practice performing transactions in Demo Mode to ensure that any errors
made while learning to perform transactions do not affect your business account.
1.2 What's New
Here is a list of what's new in version 4.20:
•support for contactless Discover Zip cards
•support for Partial Approval transactions with pre-paid credit cards
•Balance Inquiry on pre-paid credit cards
•Pre-authorization with Loyalty transactions
•Batch History Report
•Credit Pre-dial
•Debit Pre-dial
•Surcharge on Debit Transactions (with configurable limits)
•Enhanced Terminal Security via Manager Passwords
•Batch Reclaim
•new hotkey combination for terminal language setting
•readability improvements to Sequence # on receipts.
1.3 Learning About the Terminal
The Moneris Vx810 Duet is an all-in-one POS solution consisting of the lightweight Vx810 terminal,
incorporating a display screen and keypad that connects to the Duet base containing the printer and
communications hardware. The Duet can be operated with two optional devices: an external PINpad and a
modular contactless reader.
The display screen displays prompts for you to respond to as well as other prompts for the customer. During
transactions that require customer input, you will need to pass the PINpad back and forth so that you and the
customer can view prompts and respond to them using the keypad.
The Vx810 Duet supports magnetic stripe and chip cards for debit and credit transactions, contactless cards for
credit (and some debit) transactions, and magnetic stripe cards for purchasing card transactions.
Moneris Vx810 Duet Operating Manual 1

1. Introduction
To introduce you to the terminal:
•Moneris Vx810 Duet Hardware
•Features and Procedures
•Demo Mode
•The Menu Feature
1.4 Caring for your Moneris Hardware
Proper care of your terminal and base will help ensure uninterrupted service. Here are some recommendations
for maintaining the hardware in good working order:
IMPORTANT: Misuse of equipment can result in replacement liability.
•DO clean the hardware components with a dry or slightly damp cloth rinsed in a mild soap solution.
•Do NOT use solvents, detergents, cleaning fluids or abrasives on any of the hardware components.
•Avoid spilling liquids on components.
•Do NOT expose components to extreme temperatures.
1.4.1 Caring for the Terminal
Clean the Magnetic Stripe Reader (MSR) periodically; using a Moneris POS cleaning card. These cards can be
ordered online at shopmoneris.com or by phone at 1-866-421-1666.
Note: Do NOT use the MSR cleaning card in the Chip Card Reader.
It is recommended that merchants obtain their POS stationery and paper rolls from Moneris to ensure that these
supplies comply with the applicable specifications. Contact the Moneris Merchant Service Centre to obtain
additional supplies for your terminal or order online at shopmoneris.com.
Load the paper into the printer correctly.
1.4.2 Caring for the Base
Avoid unnecessary movement of the base to prevent accidental disconnection of the power cables.
IMPORTANT: You must use the exact power adaptor provided with the terminal by Moneris
Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and
Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.
2 Moneris Vx810 Duet Operating Manual

2. Features and Procedures
The Vx810 Duet terminal can be set up to access and process a variety of transactions for a variety of card
types. The terminal supports magnetic stripe and chip cards for debit and credit transactions, contactless cards
for credit (and some debit) transactions, and magnetic stripe cards for purchasing card transactions.
2.1 Standard Features
These features are available and enabled on all Moneris Vx810 Duet terminals.
•Language selection
•Card information security
•Communications status
•Menu-driven interface
•Demo Mode
2.1.1 Language Selection for Display, Receipts and Reports
The Moneris Vx810 Duet supports two language selections: 1) Merchant Language and 2) Customer Language.
Merchant Language
Supported languages:
•English
•French
Used to:
•Display merchant prompts
•Print merchant copies of receipts
•Print reports
Initial setting:
•Set on the Moneris host.
Changing the language:
•The Merchant Language can be changed at any time. For details, see Selecting the Terminal Language.
Customer Language
Supported languages:
•English
•French
Moneris Vx810 Duet Operating Manual 3

2. Features and Procedures
Used to:
•Display customer prompts
•Print copies of customer receipts
Initial setting:
•Default is set by the Merchant Language but is set for each individual transaction based on the Language
Code on the customer's card.
Changing the language:
•If the Language Code is not present on the customer's card or if the code is neither English nor French, the
customer is prompted to select either English or French. For details, see Selecting the Terminal Language.
2.1.2 Card Information Security
To reduce the risk of fraudulent card use, masking and/or truncation are applied to card numbers and expiry
dates printed on receipts and reports.
Masking replaces a card's numbers (except for the last 4) with *'s. For example, the card number 1234 5678
9012 3456 is printed as ************3456.
If a card number is truncated, only the last 4 digits are printed. For example, the card number 1234 5678 9012
3456 would appear as 3456.
Card Numbers on Receipts
Numbers of debit, credit, gift, and loyalty cards are always masked on both Merchant and Customer copies of
transaction receipts.
Note: Each Moneris Gift Card program and Moneris Loyalty program can have its own
card masking rules that are configured on the Moneris host.
Card Numbers on Reports
Card numbers are truncated on all reports containing transaction details.
Reports that require the manager password, e.g. Batch Review, display the entire card number but the resulting
report prints the truncated card number.
Expiry Date on Receipts
The credit card expiry date is not printed on receipts for credit card transactions.
Expiry Date on Reports
The credit card expiry date is printed in full on all reports containing transaction details.
2.1.3 Communications Status
The terminal connects to the Moneris host each time you begin a transaction (it does not make any noise when it
attempts to connect). As the terminal communicates with the Moneris host, it displays "Processing" to indicate
that the transaction is proceeding correctly. If there is a problem with the communications, an error message
will appear.
4 Moneris Vx810 Duet Operating Manual

2. Features and Procedures
2.1.4 Demo Mode
Demo Mode allows you and your employees to practice operating the Moneris Vx810 Duet terminal
WITHOUT affecting your terminal total amounts, your financial accounts or your customers’ accounts.
Note: Demo Mode is available only if you close your terminal batches on the terminal
(Merchant Close). If your terminal uses System Close, you cannot use Demo
Mode. (See Processing a Batch Close.)
While the terminal is in Demo Mode:
•The DEMO icon ( ) is displayed on the left side of the screen on all menus (except the applications menu).
•All financial transaction types that are supported on your terminal can be performed in Demo mode.
•All financial transactions will be approved and the message APPROVED DEMO will be displayed on the
screen.
•All transactions will be stored in the terminal’s memory while you remain in Demo mode.
•All receipts for demo transactions and reports on demo totals will have a DEMO banner printed across the
top of them.
•The initial transaction amount must be $1.00 or less.
•If you wish to add a tip to the Purchase amount, the tip amount must be $1.00 or less.
•If you select or key in a Cashback amount during a Debit Purchase, only $1.00 is added to the transaction
amount regardless of which Cashback amount is selected or keyed in.
•If you change parameters values while the terminal is in demo mode, those changes will not be cleared
when you exit Demo mode. Parameter values affect the way the terminal works in both live mode and
demo mode. Any changes you make in demo mode will also affect the way terminal works when you
perform live transactions.
•If you power off the terminal while it is in Demo mode, it will still be in Demo mode the next time you
power up the terminal.
For instructions on using Demo Mode, see:
•Transactions Available in Demo Mode
•Entering Demo Mode
•Exiting Demo Mode
2.2 The Menu Feature
All transactions and functions can be accessed through menus and sub-menus starting at the applications menu.
Navigating through menus:
To scroll down:
•Select the icon (press the left-most purple key) to move down to the next menu screen.
Moneris Vx810 Duet Operating Manual 5

2. Features and Procedures
To scroll up:
1. Press the yellow CORR key to change the direction of the arrow on the display screen.
2. Select the icon (press the left-most purple key) to move up to the next menu screen.
To select an item:
•Press the function key beside the menu item (e.g., on the transactions menu, press F1 to select Purchase).
Navigating through parameters:
To move to the next feature:
•Select Next.
To move back to the last feature displayed:
•Select Previous.
Changing the value of a parameter:
1. Select Edit.
2. Select Next to scroll through the values and select Slct to select a displayed value.
OR
Key in a new value and press the green OK key.
3. Select Next to move to the next feature.
When you are finished making changes:
1. Select Exit. The "Save Changes?" prompt appears.
2. Select OK. The menu re-appears.
Icons displayed on the menus:
Icon Indicates:
CommServer is being used
for Ethernet communications
6 Moneris Vx810 Duet Operating Manual

2. Features and Procedures
2.2.1 The Applications Menu
The applications menu gives you access to the applications available on the terminal. When the terminal is not
performing any transactions or functions and has been idle for a pre-set period of time, it displays the
applications menu.
The applications are listed here in the order they appear on the menu.
MM/DD/YY HH:MM F1
DEBIT & CREDIT F2
GIFT & LOYALTY F3
F4
The Applications Menu
To access the applications menu from any screen:
•Press the * (asterisk) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
IMPORTANT: If the "Change Password" menu appears, refer to Setting the Terminal's Manager
Password for instructions.
Moneris Vx810 Duet Operating Manual 7

2. Features and Procedures
2.2.2 The Transactions (DEBIT & CREDIT) Menu
This transactions menu allows you to select the type of transaction you want to process. The menu also provides
access to the CONFIGURATION menu (press the green OK key) and to the REPORTS menu (press the first
purple key on the right).
The transactions are listed here in the order they appear on the menu. Some items may not appear on the
terminal until a specific feature is enabled.
MM/DD/YY HH:MM Select this menu item to:
Purchase process a Credit or Debit Purchase
Pre Auth open the Pre Auth menu
Refund process a Credit or Debit Refund
Advice process a Credit Advice
Correction process a Credit or Debit Correction (void)
Balance Inq performs a balance inquiry on a pre-paid credit card
Batch Close process a Batch Close
Batch Review search for a transaction in the open batch
Batch Clear clear the batch on the terminal - do not use unless
instructed to do so by Moneris Merchant Service Centre
Batch Reclaim reclaim the batch on the terminal
The Transactions Menu
To access the transactions (DEBIT & CREDIT) menu:
•On the applications menu, select DEBIT & CREDIT.
To return to the applications menu:
•Press the * (asterisk) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
8 Moneris Vx810 Duet Operating Manual

2. Features and Procedures
2.2.3 The Pre Auth Menu
This menu allows you to select the type of pre-authorization transaction you wish to process.
The transactions are listed here in the order they appear on the menu.
Pre Auth Select this menu item to:
Pre Auth process a Pre-Authorization
Completion process a Pre-Authorization Completion
Del PreAuth process a Pre-Authorization Deletion
Pre-Auth Rpt print the Pre-Auth Transactions Report
The Pre Auth Menu
To access the Pre Auth menu:
1. On the applications menu, select DEBIT & CREDIT.
The message "Activating App..." is displayed, then the transactions menu appears.
2. Select Pre Auth.
To return to the applications menu:
•Press the red CANC ANNUL key then press the * (asterisk) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
Moneris Vx810 Duet Operating Manual 9

2. Features and Procedures
2.2.4 The Reports Menu
This menu allows you to produce a variety of reports containing information about transactions stored in
the terminal memory, transactions stored on the Moneris host and the configuration of the terminal.
The terminal must be initialized before this menu can be accessed.
The reports are listed in the order they appear on the menu. Some items may not appear on the terminal
until a specific feature is enabled.
REPORTS This report contains:
Stored Tran a list of all transactions in the
terminal memory
Deposit Totals a list of deposit totals by card and
transaction type
Clerk Subtotal a list of totals for one or more
clerks (only active if clerk IDs
are configured)
Batch History the totals for all transactions in
up to seven closed batches
Multi Terminal a Deposit Totals report for one or
more terminals
Merch SubTotal a list of totals in the current batch
by card and transaction type
Tip Report a lit of tip activity for the current
batch by clerk and period (only
active if Clerk and Tip
Processing are enabled)
Terminal Parms a list of the current settings for
each parameter
Terminal Stats a list of the number of
occurrences of error situations
EMV Param Rpt a list of chip program parameters
by card type
EMV Diagnostics prints the data on the last
transaction if a chip card was
used
VCS Ext. Error Comm Server error log (displays
on the screen only)
The REPORTS Menu
10 Moneris Vx810 Duet Operating Manual