VeriFone HICAPS VX820 User manual

© 2013 First Data Corporation. All rights reserved. All trademarks,
service marks and trade names referenced in this material are the
property of their respective owners.
6490 1013 QRG-10042013
{Retail/Restaurant}
Use this function to delete a transaction that is in the current batch. This will process all sales and credits that have been entered since the last
time the terminal was balanced. It will ensure that any charges/credits are
applied to the customer’s card and that any funds due to you are sent to
your account. As part of the balance process, you should print a Totals or
Detail report to confirm your batch totals. You must ensure that you
balance daily in order to receive timely deposit of your funds.
CORRECTIONS (Voids) REPORTS and BALANCING
1
1
4
7
6
4
2
2
5
5
3
3
Touch CORRECTION. If you wish to correct
the last transaction,
touch YES. If you
wish to correct any
other transaction in
the batch, touch NO.
Select the report you
wish to run by touching
the corresponding key
or touch
to move through
additional reports.
The selected report
will print. Additional
prompts may appear
for options, depending
on the report that is
selected. Press Cancel
to return to main menu.
The correction
will reverse the
transaction and
update the batch.
Tear the merchant
copy receipt off
and then press
the green OK
key to print the
customer copy.
Press Clear to
return to idle
prompt or touch
applicable choice
to continue.
The batch will settle
on the host, the
current batch is
then deleted from
the terminal and
returns to the main
transaction menu.
Touch INV# to search
for transaction by
invoice number or
touch ACCT# to
search by account
number.
Touch SETTLEMENT.
Enter the Invoice
number, or if you
chose ACCT#, enter
the last four digits of
the account number,
to find your transac-
tion and press the
green OK key to
continue.
Touch Yes.
Enter the total of
the batch from your
Totals or Detail
reporting and press
green OK key.
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
CORRECTION
YES
NO
CORRECT LAST?
REPORTS
TOTALS REPORT
DETAIL REPORT
SERVER REPORTS
PREAUTH REPORT
SETTLEMENT
TOTAL: $0.00
CORRECTION
INV #
ACCT#
RETRIEVE BY:
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
CORRECTION
TEAR RECEIPT
PRESS OK
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
The Quick Reference Guide provides you with simple, step-by-step instructions of your daily terminal operations.
Completion of an approved Pre-Auth:
- Must be done within 5 days of obtaining a Pre-Authorization
- Refer to your card acceptance agreement for more information
regarding pre-authorizations.
Refer to your card acceptance agreement for more information regarding
pre-authorizations. In restaurant environments, pre-authorizations should
not be done when CHIP cards are presented by the cardholder. Chip cards
in a restaurant environment should be processed as “PURCHASE”
transactions. Tip entry is available at the time of the purchase for
CHIP and debit cards.
PRE AUTHORIZATION (Completion)
1
4
7
5
8
6
2 3
Touch PreAuth/
Complete. Touch Complete.
Touch desired option
or search method:
By Clerk, Amount,
Account Number or
Invoice Number.
Enter the new
amount of the
transaction,
including
adjustments
and/or tips. Press
green OK key.
Enter the search
criteria such as
invoice number. The
leading zeros in an
invoice number are
not required.
The completion will
occur and a receipt
will print. Tear the
merchant copy receipt
off and then press the
green OK key to print
the customer copy.
If your transaction
is shown, Touch
COMP. If you touch
PREVIOUS or NEXT,
you will move to
the next or previous
open pre-auth
transaction in
the batch.
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
COMPLETE
CLRK
AMT
ACCT
RETRIEVE BY: INV#
COMPLETE
AMOUNT $0.00
NEW AMOUNT $0.00
COMPLETE
INVOICE NUMBER:
PREAUTH - COMPLETE
TEAR RECEIPT
PRESS OK
COMPLETE
COMP
PREV
NEXT
INVOICE #: EXIT
FORCE
PREAUTH/COMPLTE
SERVER SETUP
OTHER SETUP
PREAUTH/COMPLTE
PREAUTH
COMPLETE
DELETE PREAUTH
PREAUTH REPORT
CORRECTION
INVOICE NUMBER:
CORRECTION
YES
NO
TOTAL: $0.00
CORRECTION
YES
NO
NEXT
INV #
VeriFone
VX820 Duet
Touch
Touch

Use this process to reprint transactions made since the last balance.
Use this process to produce a refund to the customer. Use the refund
process when:
- The customer returns purchased good
- You want to reverse an incorrect sale, but the terminal has been
balanced since the incorrect sale
When the terminal is first started up, whether at Initial Installation or
when electrical power has been removed and then reapplied, the
following screen will display. When this screen displays.
REPRINT
REFUND
TERMINAL START-UP
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1
1
11
44
4
77
2
2
2
2
55
5
88 9
3
3
3
3
66
6
Touch PURCHASE.
Touch REFUND.
Touch SOFTPAY-FDCC. Touch
Enter the amount
of the sale/pur-
chase using the
keypad. Press the
green OK key
when finished.
Touch PreAuth/
Complete.
Enter the amount
using the keypad.
Press the green
OK key.
Touch Last Receipt
to print last receipt
or Touch Any Receipt
to print any other
transaction in the
open batch.
If Debit Select
account.
Key pin number
and press the
green OK key.
Verify amount.
Tap, Insert, Swipe
or manually key
account number
and press green OK
when finished.
The screen will
display status
as the terminal
connects and
processes the
transaction, and
the merchant
receipt will print.
Tear the merchant
copy receipt off and
then press the green
OK key to print the
customer copy.
Key pin number
and press the
green OK key.
The screen will
display status and
a merchant receipt
will print.
Tear the merchant
copy receipt off and
then press the green
OK key to print the
customer copy.
Touch YES to process
the transaction or
NO to decline the
amount and stop
the transaction.
Tear the Merchant
copy receipt off
and then press the
green OK key to
print customer copy.
Verify amount.
Tap, Insert, Swipe
or manually key
account number
and press green
OK when finished.
Touch PreAuth.
Verify amount.
Tap, Insert, Swipe
or manually key
account number
and press green
OK when finished.
Enter the invoice
number for the
transaction you
would like to reprint
and press the green
OK key.
The cardholder
should touch YES
to process the
transaction or touch
NO to decline the
amount and stop
the transaction.
Enter the amount of
the Pre-Authorization
using the keypad.
Press the green
OK key.
Confirm the amount
by pressing YES. If
the amount is
incorrect, press
NO to decline the
amount and stop
the transaction.
The screen will
display status and a
merchant receipt will
print. The customer
should provide the
terminal back to you
at this time.
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
DATE
TIME
COMMSERVER
SOFTPAY-FDCC
[OPTIONAL]
TIME
PURCHASE
REFUND
SETTLEMENT
CORRECTION
PURCHASE
AMOUNT: $0.00
REPRINT
LAST RECEIPT
ANY RECEIPT
FORCE
PREAUTH/COMPLTE
SERVER SETUP
OTHER SETUP
REFUND
AMOUNT: $0.00
PURCHASE
YES
NO
TOTAL: $0.00
PREAUTH
AMOUNT: $0.00
REFUND
YES
NO
TOTAL: $0.00
PURCHASE
APPROVED
REMOVE CARD
PREAUTH
TOTAL $0.00
ENTER PIN
PURCHASE
TOTAL: $0.00
TAP/INSERT/SWIPE
TAP/INSERER/GLISSER PREAUTH/COMPLTE
PREAUTH
COMPLETE
DELETE PREAUTH
PREAUTH REPORT
REFUND
TOTAL: $0.00
TAP/INSERT/SWIPE
TAP/INSERER/GLISSER
REPRINT ANY RCPT
INVOICE NUMBER:
PURCHASE
CHQ
SAV
SELECT ACCNT
PREAUTH
TOTAL: $ 0.00
TAP/INSERT/SWIPE
TAP/INSERER/GLISSER
PREAUTH
APPROVED
REMOVE CARD
TEAR RECEIPT
PRESS OK KEY
REFUND
APPROVED
REMOVE CARD
PURCHASE
TEAR RECEIPT
PRESS OK KEY
PURCHASE
TOTAL: $0.00
ENTER PIN
PREAUTH
YES
NO
TOTAL: $0.00
REFUND
TEAR RECEIPT
PRESS OK KEY
PURCHASES PRE AUTHORIZATION
Magnetic-stripe credit cards may be swiped or keyed, but if you key a
credit card, you must obtain a manual imprint of the card to prove that
the card was present. Failure to do so could result in a chargeback.
Chip cards are inserted by the cardholder into the card reader and must
remain inserted for the duration of the transaction. CHIP Cards may not
be embossed for imprinting and should be swiped only if your terminal
prompts you to do so. Note: For Debit and CHIP card transactions, you will
be prompted to pass the terminal to the customer, who will confirm the
amount and enter their PIN to process the transaction.
Pre-authorization of a credit card provides you with an approval code
confirming that funds are available to the cardholder. It does not charge
the card. The customer is charged the transaction amount only upon
completion of the pre-authorization transaction. Pre-authorizing a card
places a hold on the funds for a period of five days. If you do not complete
the pre-authorization within this time, the hold will be released. CHIP
cards being used for a Pre-Auth will require the cardholder to be present
for PIN entry. In restaurant environments, pre-authorizations should not
be done when CHIP cards are presented by the cardholder. Chip cards in a
restaurant environment should be processed as “PURCHASE” transactions.
Tip entry is optional at the time of the purchase for CHIP cards.
The Quick Reference Guide provides you with simple, step-by-step instructions of your daily terminal operations.
Touch