Moneris vx810 duet User manual

Using Your
Terminal
Moneris Vx810 Duet

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Contents
Moneris Vx810 Duet ............................ 2
Optional devices ............................... 4
Card entry options ............................. 6
Transactions ................................... 8
Receipts ....................................... 14
Reporting ...................................... 16
Administrative transactions .................... 19
End-of-day process ............................. 20
Troubleshooting ............................... 22

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Moneris Vx810 Duet
Use this all-in-one POS solution to process transactions
at the point of sale (POS). The lightweight Vx810
terminal/PINpad incorporates a display screen
and keypad, and connects to the Duet base, which
contains the printer and communications hardware.
The Duet can be operated with two optional devices:
an external PINpad and a modular contactless reader.
When prompted, you (and sometimes your customer)
will key in information on the terminal. If your customer
is required to key in information, you will pass the
handheld back and forth.
Cards accepted
• Magnetic stripe cards
• Chip cards
• Contactless cards
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Moneris Vx810 Duet
Terminal keys
1 F1 to F4
• Multi-function keys that correspond to the options
displayed on the right-hand side of display.
2 Purple keys
Function keys that correspond to the icons (if any)
displayed on the screen above them:
• Arrow key. Is located under the or icon. Scrolls
up or down. Press the CORR key to toggle between
scrolling up and down.
• Reprint key. The second purple key to the right.
Displays the REPRINT menu.
• Reports key. The rst purple key on the right.
Displays the REPORTS menu.
3 ALPHA
• To key in alphabetic characters, press the numeric
key labelled with the desired character, then press
the ALPHA key until that character is displayed.
4 (ASTERISK) key
• Returns to the applications menu. (displays the
applications available including DEBIT & CREDIT)
5 CANC ANNUL (red key)
• Cancels the current operation.
6 CORR (yellow key)
• Clears displayed characters one at a time.
• Changes the direction of the arrow icon above the
rst purple key.
7 OK (green key)
• Accepts displayed data.
• Submits keyed in data.
• Displays the CONFIGURATION menu when pressed
at the transactions menu.
8 Printer
9 Magnetic stripe reader
10 Chip reader

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Vx810 external PINpad
If an optional Vx810 external PINpad is connected to the
Vx810 Duet and your merchant account is congured
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.
Note: The PINpad displays “WELCOME/BONJOUR” while
in idle mode.
General guidelines for transactions with the PINpad
1. Begin the transaction on the Vx810 Duet terminal.
2. When “Swipe Card:” appears on the terminal, pass
the PINpad to the customer for card entry (see Card
Entry Options).
3. When “Wait for PINPAD” appears on the terminal,
the customer follows the prompts on the PINpad.
4. When “Approved OK to Continue” appears on the
terminal, retrieve the PINpad, press OK on the
terminal and complete the transaction on the
terminal following the prompts.
Optional devices
Magnetic
stripe reader
Chip reader

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Modular contactless reader
If an optional modular contactless reader is connected
to the Vx810 Duet terminal and your merchant account
is congured for it, contactless cards can be tapped
on the reader for Purchases and Refunds. However,
the amount of the transaction must be equal to or less
than the maximum Contactless Dollar Value (CDV).
Maximum Contactless Dollar Value (CDV)
To determine the maximum CDV for a card, print
an EMV Parameters Report (see page 18) and locate
the Contactless Trans Limit parameter under the
report’s record for the card. A CDV of 9999 means
there is no maximum limit.
Optional devices
Modular contactless
reader

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Card entry options
Insert: Chip cards
1. Wait for the “Swipe
Card:”, “Insert or Swipe
Card:” or “Swipe, Tap, or
Insert Card:” prompt to
appear on the terminal
or 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 Vx810
Duet, the card must be inserted in the external PINpad’s
chip card reader.
3. The customer may be prompted to key in a PIN.
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.
Swipe: Magnetic stripe cards
1. Wait for the “Swipe
Card:”, “Insert or Swipe
Card:” or “Swipe, Tap, or
Insert Card:” prompt to
appear on the terminal
or PINpad.
2. Swipe the card on that
device’s magnetic
stripe reader.
Note: If the card has a
chip and the terminal
is enabled to read chip
cards, the card must
be inserted into the
chip reader.

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Card entry options
Wave/Tap: Contactless cards
Note: The transaction
amount must be equal to
or less than the maximum
Contactless Dollar Value
(see page 5).
1. Wait for the “Swipe,
Tap, or Insert Card:”
prompt to appear on the
terminal or the “Insert
or Swipe Card:” prompt
to appear on the PINpad.
2. The customer taps their
card on that device.
IMPORTANT:
• The card must have the MasterCard PayPass® or the
Visa payWave™ label on it.
• The card must be within 0.5 in. (1.1 cm) of the reader,
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 reader).
• If the card does not work and it is a chip card, insert
it into the chip reader. If that doesn’t work, swipe
the card.
Manual entry
If all available card entry methods fail, you may
manually enter the card number for credit cards
and some debit cards. When the “Swipe Card:”,
“Insert or Swipe Card:” or “Swipe, Tap, or Insert
Card:” prompt appears on the terminal, simply key
in the card number on the terminal, and press OK.
Note: You will be prompted to enter the card’s
expiry date and validation code.

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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 CANC ANNUL key
repeatedly until the transactions menu appears.
Financial transactions
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 6 and 7).
4. Follow the terminal prompts.*
5. Process receipts (see page 14).
*Prompts may vary depending on variables such as
terminal setup, merchant setup and card type.
Purchase
Sale of goods or services using a debit or credit card.
1. Select Purchase.
2. Key in the purchase amount, press OK, then follow
the prompts. Refer to the Merchant prompts table
(see page 12).
3. Process receipts (see page 14).
Advice
Completes a voice-authorized purchase.
1. Select ADVICE. (You may need to scroll down to the
next menu screen.)
2. Key in the advice amount, press OK, then follow
the prompts. Refer to the Merchant prompts table
(see page 12).
3. Process receipts (see page 14).
Transactions

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Pre-Authorization
Authorizes a temporary amount when the nal
purchase amount is unknown (e.g., hotel or car rental):
1. Select Pre Auth then, on the Pre-Auth menu, select
Pre Auth.
2. Key in the Pre Auth amount and press OK then follow
the prompts. Refer to the Merchant prompts table (see
page 12).
3. Process receipts (see page 14).
4. When the terminal returns to the Pre-Auth menu,
press CANC ANNUL to return to the transactions
menu.
Note: When the nal amount of the purchase is
known, you must perform a Pre-Auth Completion
(see below) for the nal amount using the same card
number.
Pre-Auth Completion
Used to nish a Pre-Authorization once the nal
amount is known.
IMPORTANT: The Completion must be performed
on the same terminal using the same card as the
Pre-Authorization.
Note: The credit card does not need to be present for
a completion transaction.
1. Select Pre Auth, then select Completion. If prompted,
key in the manager password and press OK.
2. Key in the six-digit sequence number (Seq #) from
the Pre Auth receipt (see page 14) and press OK,
then follow the prompts on the terminal. Refer
to the Merchant prompts table (see page 12).
3. Process receipts (see page 14).
Transactions

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Refund
Credits a customer’s account for a previous purchase.
1. Select Refund.
If prompted, key in the manager password and press OK.
2. Key in the refund amount and press OK, then
follow the prompts. Refer to the Merchant prompts
table (see page 12).
3. Process receipts (see page 14).
Correction
Cancels (voids) a previous purchase or refund.
Note: Credit card corrections MUST be processed in the
same batch as the original transaction.
1. Select CORRECTION. (You may need to scroll down
to the next menu screen.)
If prompted, key in the manager password and
press OK.
2. Select the transaction to correct:
• To select the last transaction performed, select Yes
then go to step 3.
• To select a different transaction:
a. Select No.
b. Search for the transaction:
• Select Seq#, then key in the sequence number
and press OK, then go to step 3.
OR
• Select Acct#, then key in the last four digits of
the card number and press OK, then go to step 3.
3. Select Yes to conrm the displayed transaction is
the one you wish to correct OR select Next to view
the next matching transaction.
The terminal prints the receipt and returns to the
transactions menu.

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Delete Pre-Auth
Deletes a Pre-Authorization before it is completed.
1. Select Pre Auth, then select Del Pre Auth. If
prompted, key in the manager password and
press OK.
2. Search for the Pre-Authorization transaction:
• To search by Sequence number:
• select Seq#, key in the sequence number
and press OK;
• To search by the card number:
• select Acct#, key in the last four digits of the card
number and press OK.
3. Select Yes to conrm that the displayed
Pre-Authorization is the one you wish to delete. The
terminal displays PREAUTH DELETED and returns
to the Pre Auth menu,
OR select Next to view the next Pre Auth.

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Merchant and customer prompts
These tables list prompts you and your customers
might see during a POS transaction, along with the
actions to take for each one.
Merchant prompts Merchant actions
Clerk Id: Key in the clerk number and press OK.
Invoice #: Key in the invoice number and press OK
or simply press OK to leave blank.
Exp Date (MMYY): Key in the card’s expiry date and
press OK.
Validation Code If the code is on the signature strip on
the back of the card:
Key in the three- or four-digit number
and press OK.
If the code is not there or is not readable:
Press OK to leave this blank.
Code present? If the code is not there, select No.
If the code is not readable, select Xread.
Select Language Select ENGL (ENGLISH) or FRN (FRENCH).
Orig Auth #: Key in the 6-digit Appr Code printed
on the original receipt (see page 14).
Auth #: Key in the Voice Authorization
Number that you wrote on the paper
sales draft when you called the
Moneris Merchant Service Centre for
voice authorization.
Account #: Key in the card number and press OK.
Customer Press OK
To Continue
Pass the terminal to your customer.
Swipe Card: Pass the external PINpad to your
customer.
Wait for PINPAD Wait while your customer follows the
prompts on the PINpad.
Return To Clerk When the customer sees this prompt,
retrieve the terminal then press OK
to continue the transaction.
If Cash Back is enabled, check for the
cashback amount on this screen.
Approved OK to
Continue
Retrieve the PINpad and press OK
on the terminal to complete the
transaction.
If Cash Back is enabled, check for the
cashback amount on this screen.
Reference #: Key in the customer reference number
(0 to 16 digits) and press OK.

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Promo Code: Key in the six-digit private label
promotion code and press OK.
Tear Receipt and Press
OK Key
Tear off the receipt and press OK.
Customer prompts Customer actions
Customer Press OK
To Continue
Press OK.
Select Language Select ENGL (ENGLISH) or FRN (FRENCH).
Select / Choisir Select FRANCAIS to display prompts in
French. Select ENGLISH to display them
in English.
<Application name>
SELECT NEXT
OK
Select OK to select the displayed
application OR select SELECT NEXT
to view the next application on the
card.
<Application name>-
OK?
Select Yes to conrm that they wish to
use the displayed application.
Amount OK? Check the purchase amount and
select Yes to accept it.
Tip: $0.00 Key in a dollar amount (or nothing
at all) and press OK.
ADD TIP? Select YES to add a tip amount to the
transaction then key in the tip amount
and press OK. Select NO to continue
without adding a tip.
Cashback?
OR
Purchase Cashback?
Select Yes to receive cash back or No
to continue.
Cash: Select a displayed amount by
pressing F1 or F2 or F3.
On the terminal only: Or select Other,
key in a different amount and press
OK.
Total OK? Check total Purchase + Cashback +
Tip amount and press OK.
Select Account: Select CHQ (for Chequing account) or
SAV (for Savings account.)
Enter PIN & OK: Key in their PIN (Personal Identification
Number) and press OK.
Please Remove Card Remove their chip card from
the reader.
Note: Do not remove the chip card
until “Please Remove Card” appears
on the terminal or PINpad.
Return To Clerk Return the device to you.

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Useful codes
• The Seq # is found on all receipts. It is the rst six
of the last seven digits of the Seq # printed on
the receipt (e.g. if the Seq # is 0001234560, then key
in 123456).
• The Orig Auth # is the six-digit Appr Code printed
on the original receipt.
Signing credit card receipts
Merchant copy
Always retain this copy for your records, but note:
• If a signature line is printed, obtain the cardholder’s
signature.
• If VERIFIED BY PIN is printed, do not obtain a signature.
• If NO SIGNATURE REQUIRED is printed, do not obtain
a signature.
Customer copy
Give this copy to the customer, but note:
• If a merchant signature line is printed, sign this copy.
Receipts

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Reprint a receipt
Prints a duplicate Merchant Copy of a receipt.
Note: For signatureless transactions, a Customer Copy
is printed instead. To print signatureless transaction
details for your records, perform a Transaction Inquiry
(see page 16).
1. Press the REPRINT key (third purple key from the
left). The REPRINT menu appears.
2. Select Last Receipt to reprint the last transaction
receipt.
OR
To print a different receipt, select Any Receipt, key
in the transaction sequence number and press OK.
3. The terminal prints the duplicate receipt and
returns to the transactions menu.
Card masking
To reduce unauthorized card use, masking and
truncation are applied to card numbers printed
on receipts and reports. Masking replaces a card’s
numbers (except for the last 4) with “*”s
(e.g., ************1234). Truncation prints only the last
4 digits of a card (e.g., 1234). The expiry date is not
printed on any copy of any receipt.
Signatureless transactions
A customer signature is not required for swiped or
tapped Purchase transactions if the total is at or below
the maximum Signatureless Dollar Value (SDV) (see
below). Depending on how your terminal is congured,
receipts may not be printed for signatureless
transactions. If a receipt is printed, the statement
NO SIGNATURE REQUIRED appears on the receipt.
Maximum Signatureless Dollar Values (SDV)
To determine the maximum SDV for a card, print an
EMV Parameters Report (see page 18) and locate the
Contactless CVM Limit parameter under the report’s
section for the card. An SDV of 9999 means there
is no maximum limit.

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Transaction Inquiry
Displays and prints the details of transactions in the
terminal memory.
1. Scroll down and select Batch Review.
If prompted, key in the manager password and
press OK.
2. To retrieve transactions by:
• Clerk ID, select Clrk.
• Transaction amount, select Amt.
• The last four digits of the card number, select Acct.
• The six-digit sequence number, select Seq#.
3. Enter the required information and press OK.
The transaction details appear on screen.
4. Select PREV or NEXT to scroll through the
transactions and display the right one.
5. Choose one of the following:
• To print the Transaction Inquiry report for the
displayed transaction, select PRNT.
• To void the displayed transaction, select CORR.
• To return to the transaction menu, press
CANC ANNUL twice.
Merchant Sub-totals Report
Prints the totals of all transaction types in the current
batch on the Moneris host without closing the batch.
1. Press the REPORTS key (fourth purple key from the left).
If prompted, key in the manager password and press OK.
2. Scroll down, then select Merch SubTotals. The
terminal prints the Merchant Subtotals report
and returns to the REPORTS menu.
Pre Auth Transactions Report
Prints a list of all Pre-Authorizations in the terminal
memory that have not been completed.
1. Select Pre Auth, then select Pre Auth Rpt. (You may
need to scroll down to the next menu screen.)
If prompted, key in the manager password
and press OK. The terminal prints the Pre Auth
Transactions report.
2. Press CANC ANNUL to return to the transactions menu.
Reporting

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Tip Report
Prints tip activity for the current batch in the
terminal memory.
Note: Clerk and Tip processing must be enabled
to print this report.
1. Press the REPORTS key (1st purple key on the right).
If prompted, key in the manager password.
2. Select Tip Report.
3. When the “Clrk Rpt Opt” prompt appears:
• Select One to print the report for one clerk, key
in the Clerk ID when prompted and press OK.
OR
• Select All and press OK to print the report for
all clerks.
4. When the “Rpt Period” prompt appears:
• Select All to print the report for all tip activity
in the batch.
OR
• Select Date to print the report for a specic date,
key in the date (YYYYMMDD) and press OK.
Stored Transactions Report
Prints totals for the current batch in the terminal
memory without closing the batch.
1. Press the REPORTS key (fourth purple key from the left).
2. Select Stored Tran Rpt.
3. Choose one of the following:
• To print all transactions, select All.
• To print transactions from a specic date, select
Date, then key in the desired date and press OK.
The terminal prints the Stored Transactions report
and returns to the REPORTS menu.
Deposit Totals Report
Prints the totals of all transaction types in batches
that have been closed on the Moneris host on the
date this report is printed.
1. Press the REPORTS key (fourth purple key from the left).
2. Select Deposit Totals.
The terminal prints the Deposit Totals report and
returns to the REPORTS menu.

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Using your terminal
Clerk Sub-totals Report
Prints totals for all transactions in the current batch
on the Moneris host sorted by Clerk ID.
IMPORTANT: Clerk IDs must be set up on the Moneris
host before this report can be generated.
1. Press the REPORTS key (fourth purple key from the left).
2. Select Clerk SubTotals.
3. Choose one of the following:
• To print the Clerk Sub-totals report for one
clerk, key in the Clerk ID and press OK.
• To print the Clerk Sub-totals report for all clerks
press (the asterisk), then OK.
4. When the Add Another Clerk? prompt appears,
select Yes to select additional clerks OR select
No.
5. When “Clear Totals?” appears, select No to keep
them in the terminal memory or select Yes
to clear the clerk’s totals.
The terminal prints the Clerk Sub-totals report and
returns to the REPORTS menu).
EMV Parameters Report
Prints a list of EMV parameters and their values
by EMV card record number.
Note: This report includes the Contactless Trans
Limit parameter used to determine the maximum
Contactless Dollar Value for a card.
1. Press the REPORTS key (rst purple key on the right).
If prompted, key in the manager password and
press OK.
2. Scroll down and select EMV Param Rpt. The
terminal prints the report and returns to the
REPORTS menu.