tupago Verifone VX 520 User manual

VOICE AUTHORIZATION PHONE NUMBERS
Visa®/MasterCard®
American Express
Discover® Network
QUICK REFERENCE GUIDE
Verifone VX 520
Review this Quick Reference Guide to learn how to run a sale,
settle your batch, and troubleshoot terminal responses.

DELETE CLERK/SERVER PASSWORDS
SCREEN
DISPLAYS YOUR ACTION
Server
Setup
Scroll [] twice Press [F4] for
Server setup, [F3] for Server Setup
(Note: [F3] for HCS Menu Only)
Delete
Server
Scroll [] and press [F2] to Delete
Server
Sup
Password
Key supervisor password, press
[Enter]
Server Id Key Server ID to modify(up to 4
digits), press [Enter]
Password Key Server ID or Manager/
Supervisor password, press [Enter]
Server Id
To create another ID, key another
Server ID, press [Enter], or [Cancel]
twice to return to main menu
REPORTS: CLERK/SERVER
SCREEN DISPLAYS YOUR ACTION
Totals Report Prints totals for all clerks/
servers
Detail Report
Prints detail information on
all transactions performed
by all clerks/servers, or a
specific clerk/server
Shift Report Prints transaction totals
per shift
Clerk/Server Table
Prints all clerks/servers,
clerk/server passwords and
indicates whether the
clerk/server is logged in, if
enabled
Unadjusted Report Prints a series of
settlement reports by date
COMMON ERROR CODES
CODE DESCRIPTION ACTION
Batch Full Terminal has reached batch transaction
capacity Perform batch settlement
Card Not Supported Card in use is not supported by terminal
Close Batch Batch is +90% full Perform batch settlement
Expired Card Card has expired Retry or ask for another form of
payment
Invalid Clrk Id Clerk number keyed has not been loggedLogin clerk through Clerk Setup
VoidNot Allowed Void attempted on already voided
transaction No action
QUICK ACCESS KEYS
KEY FUNCTION DESCRIPTION
1Shift Menu Manual Shift Processing: Increment shift number and reset shift number
Auto Shift Processing: View shift numbers, start and end times of shift
3Feed Paper Press [3] to feed the paper
8 Keyboard Lock Press [8] to lock or unlock keyboard
9 Cash Receipt Print cash transaction receipt for customer, Transaction not stored in terminal
VMAC Menu Returns to VMAC menu
*

VERIFONE VX 520 |QUICK REFERENCE GUIDE
FORCE SALE
SCREEN DISPLAYS YOUR ACTION
Force
Scroll [] Press [F3] Force
(HCS Retail), [F4] Force
(TCS Restaurant)
Force Amount:
$_____
Key amount and press
[Enter]
Auth Only $_____
Card Entry/Acct #
Manually enter card, press
[Enter]
Force Total $_____
Yes No
Press [F1] to confirm
amount, [F2] to not
Appr Code Enter approval code, press
[Enter]
Force Total
$_____
Force complete, remove
card
Return Terminal
To Clerk
Press [Enter] to print
merchant receipt
ADD CLERK/SERVER
CLERK = RETAIL SERVER = RESTAURANT
SCREEN DISPLAYS YOUR ACTION
Server Setup
Scroll [] twice Press [F4]
Server setup, [F3] for Clerk
Setup(Note: [F3] HCS Menu
Only)
Password Key supervisor password,
press [Enter]
Log On Server
Add Server
Press [F4] Add Server
Server ID Key Server ID(up to 4
digits), press [Enter]
Password
Key Server ID password,
press [Enter](Password to
be 5-10 characters and not
shared with another server)
Re-enter Key Server ID password,
press [Enter]
Server ID
To create another ID, key
another Server ID, press
[Enter], or [Cancel] twice to
return to main menu
LOG ON-LOG OFF CLERKS/SERVERS
SCREEN DISPLAYS YOUR ACTION
Server Setup
Scroll [] twice Press [F4]
for Server setup, [F3] for
Clerk Setup(Note: [F3] HCS
Menu Only)
Password Key supervisor password,
press [Enter]
Log On Server Press [F2] Log on a clerk
Server Id Key Server ID, press [Enter]
Password Key Server ID password,
press [Enter]
ConfirmPress [F2] Cancel
MODIFY CLERK/SERVER PASSWORDS
SCREEN DISPLAYS YOUR ACTION
Server Setup
Scroll [] twice Press [F4]
for Server setup, [F3] for
Clerk Setup(Note: [F3] for
HCS Menu Only)
Sup Password
Scroll [] and press
Supervisor Password, key
password, press [Enter]
Modify Server Press [F1] Server passwords
Svr Password
Key Server or Manager/
Supervisor password, press
[Enter] to modify
Svr Id Key Server ID (up to 4
digits), press [Enter]
Old PassKey Server’s old password,
press [Enter]
New Pass
Key Server’s new password,
press [Enter](Password to
be 5-10 characters and not
shared with another server)
Re-enter
Re-enter Server’s new
password to confirm, press
[Enter]
Svr Modified Press [Cancel] twice to
return to main menu
IC18-47 0318 ©2018, Paymentech, LLC. All rights reserved.Note: Menus may vary based on terminal setup.

Sale - Swipe/Dip
Always swipe/dip if you can! You’ll get lower rates, and better chargeback protection. Download guides at the bottom of this
page for instructions on keying in sales.
Select SOFTPAY-FDMS (if option appears)
Swipe/Dip Customer’s Card
Key Amount of transaction
Select Payment type (if option appears)
Press Enter
Select Yes to confirm amount
No to exit & restart
Terminal will connect to host
If approved – Merchant receipt will print
Select Yes to print customer receipt copy
No to skip customer copy
Void (sale has NOT batched)
If you can, always try and void instead of refunding, as a void saves you from paying the fees on the initial sale. By voiding
the sale, you’re preventing it from being sent to Dharma for processing in your daily batch. Once the original sales processes,
that’s when interchange fees are charged – so make sure to void whenever possible.
Select SOFTPAY-FDMS (if option appears)
Select VOID
Select No to locate a specific transaction
Select Inv# to search by Invoice # or
Acct# to search last 4 of card
Key Inv# or last 4 of CC#
Press Enter
Terminal will NOT connect to host
Merchant receipt will print
Select Yes to print customer receipt copy
No to skip customer copy
Refund (sale has batched)
You only need to refund a sale if you’ve already batched out. If the sale just happened today and the terminal has yet to
batch, scroll down to see how to VOID instead, as you’ll save yourself from paying fees on the original sale.
Select SOFTPAY-FDMS (if option appears)
Select REFUND
Key Amount to refund
Select Yes to confirm amount
No to exit & restart
Swipe or Key Customer’s Card
If Keying – Press Enter after keying
If Keying – Key Exp Date then Enter
Terminal will NOT connect to host
If approved – Merchant receipt will print
Select Yes to print customer receipt copy
No to skip customer copy

Settlement (Batching or Closing)
Most terminals are set to automatically batch every evening. But if you prefer to batch manually, be sure to do so on any day
that you process. You’ll ensure the lowest possible rates by batching regularly. Please reach out to Dharma Support if you’d
like to enable automatic batching within your terminal.
Select SOFTPAY-FDMS (if option appears)
Select ↓ (More key – purple key on the far left)
Select SETTLEMENT
Terminal will print report
Terminal will connect to host
Terminal will print confirmation slip