VeriFone Vx-520 Series APACS 40 Setup guide

INCLUDED IN YOUR BOX
TERMINAL SET-UP
HOT KEYS
Your terminal will arrive programmed and all you need to do is plug it in. You will either have
your terminal set-up: Internet Connection or Dial Up. Internet is the preferred method of
communication.
• Credit Card Terminal
• External Pin pad (Optional)
• Power Supply – 2 pieces
• IP Cabling - Phone Line | Ethernet Cable
• Training Guide
• Two Rolls of Paper
• Manufacturer User Guide
Verifone VX520
Training Guide
COMMON ERROR CODES
BAD ACCNT#
Description: The card number being used
for the current transaction does not pass the
LUHN check.
Action: Retry, if error persists, ask for another
form of payment as the card may be fraudulent.
BATCH FULL
Description: The terminal has reached batch
transaction capacity.
Action: Perform batch settlement.
CLOSE BATCH
Description: The batch is more than 90% full.
Action: Perform batch settlement.
EMPTY BATCH
Description: Cannot perform requested function
- batch is empty.
Action: No action.
EXPIRED CARD
Description: The card’s expiration date has
passed.
Action: Retry, if error persists, ask for another
form of payment.
INVALID ACCNT#
Description: The 4 digits keyed do no match
the account number form the card’s magnetic
stripe.
Action: Re-key the last 4 digits. If error persists,
ask for another form of payment as the card
may be fraudulent.
INVALID AMOUNT
Description: The amount entered is invalid.
Action: Re-key the dollar amount.
INVALID CLRK ID
Description: The clerk number keyed has not
been logged in.
Action: Login the clerk through Clerk Setup.
SETTLE NEG BATCH
Description: Terminal is prompting for
confirmation to settle a negative batch.
Action: Press (ENTER) to conrm that the
negative batch should be settled, or press
(CANCEL) and print a report, which should be
used to verify that the negative batch total is
correct.
VOID NOT ALLOWED
Description: The user tried to void an already
voided transaction.
Action: No action.
REPORTS: CLERK/SERVER REPORTS MENU REPORTS: BATCH REVIEW MENU
Total Report – Prints total for all clerks/servers.
Detail Report – Prints detail information
on all transactions performed by all clerks/
servers, or a specic clerk/server.
Shift Report – Prints transaction totals per
shift.
Clerk/Server Table – Prints all clerk/servers,
clerk/server passwords and indicates whether
the clerk/server is logged in, if enabled.
Unadjusted Reports – Prints a series of
settlement reports by date.
IRS Tip Report – Calculates and displays
the percentage of tips for each clerk/server,
including cash tips. Use this report to enter
tips for IRS reporting.
Discount Tip Report – Your terminal can be
congured to compute the fee amount that
the clerk/server should pay for tips on credit
card sales. This report prints the transaction
and discount amounts.
Totals Review – Displays Total Sales, Total
Refunds and Net Sales Totals.
Detail Review – Allows access to view details
on all transactions in the current batch.
Enter search criteria to retrieve transactions
in the current batch, and then you may void
the transaction.
REPORTS: GIFT CARD REPORTS MENU
Totals Report – Prints totals for all gift card
transactions in the current batch.
Detail Report – Prints detail on all gift card
transactions in the current batch.
Clerk/Servers Reports – Displays menu to
print report, detail report or cash out report
by Clerk ID.
Cash out Report – Prints a total or detail list
of cashed-out gift card redemptions by clerk/
server.
24-HOUR TECHNICAL SUPPORT
1.800.865.1164 | SignaPay.com
Far Left Purple Key:
Down Arrow
Middle Left Purple Key:
Tip Adjust
Far Right Purple Key:
Reports
Middle Left Purple Key:
Reprint Receipt
Yellow Key:
Back Space
Green Key:
Enter
Red Key:
Go Back to Previous Screen
FOR ADDITIONAL INFORMATION
AND VIDEOS, PLEASE VISIT:
www.youtube.com/user/
PayHubVideos/playlists
VX520/MAR.2015
4100 W. Royal Lane, Suite 150 | Irving, TX 75063 | 800.944.1399
signapay.com | payhub.com

TO RUN A CREDIT SALE
• You should ALWAYS swipe cards rather
than key them if possible
• Press F2 (if your terminal has been idle for a
while, you may need to press F2 twice)
• Enter amount of the sale $
• Press the green key
• Swipe card (magnetic facing the keys) or
key the credit card number manually.
• Press F1 to complete the sale.
• Print Customer Copy?
(F1 for YES) OR (F2 for NO)
For this training exercise, swipe two different
sales. We will void one of these sales prior to
closing the batch, and return one sale after
the batch has been closed.
TO RUN A DEBIT SALE
• Press F2 (sometimes it needs to be press
twice)
• Enter amount of the sale $
• Press the green key
• Swipe card (magnetic facing the keys) or
key the credit card number manually.
• Press F2 to select debit sale
• Enter tip amount
• Press the green key
• Customer will enter their 4 digit pin number
on pin pad
• Press Green Key on the terminal (or the
Green Key on a pin pad which is separate
from the credit card terminal).
• Print Customer Copy?
(F1 for YES) OR (F2 for NO)
TRAINING GUIDE GLOSSARY
PROCESS A VOID
• Press the 1st purple key – (Left Side)
• Press F1 for Void
• Void last transaction?
- If you Press F1 for Yes
Press F1 to conrm credit card number
Print Customer Copy
Press (F1 for YES) or (F2 for NO)
- If you Press F2 for No
Press F2 to Retrieve by Acct
Type in Last four digits of credit card
and Press the Green Key
Use F3 Key to scroll and nd the credit
card number to void
Press F1 when you nd the transaction
you want to void
ADJUST TIP (RESTAURANT APP.)
• Press 2nd purple key (from left to right)
• On the search menu, select: (F3) Acct.
• Enter last 4 digits of credit card (this can be
found on receipt)
• Press green key
• Conrm transaction info on screen
• Select (F1) to adjust.
• Enter tip amount $
• Press green key
• Conrm transaction info on screen
• To adjust another transaction, press (F1) to
adjust, (F2) previous sale, (F3) Next, (F4)
invoice# and follow the previous steps
• Press the red key when done
PROCESS A REFUND
• Press the 1st Purple Key - (Left side)
• Press F2 for Refund
• Enter amount of sale $
• Press the Green key
• Swipe card or key credit card number
manually
• Press F1 for credit card
• Print Customer Copy?
Press (F1 for YES) or (F2 for NO)
TO CHANGE PAPER
• Open the Cover by pushing the black
plastic piece back
• Hold paper so that the start of the roll
is coming from the bottom of the roll
towards you. Pull free end of paper up
to just past the sharp edge.
• Gently close lid
• Done
EBT TRANSACTIONS - RETAIL ONLY
REPORTS: MAIN MENU
CLOSE THE BATCH
• Press the rst Purple button on the far left
• Press F3 to select “Settlement”
• Press the Green Key to conrm the batch.
Within 30-60 seconds, you will get a
conrmation on the terminal that says the
batch has been accepted
EBT Sale – An Electronic Benets Transfer
(EBT) card is a government-issued card tied
to a specic government-assistance account.
EBT transactions require PIN entry, as well as
a trace number and balance amount printed
on receipts. An EBT sale transaction may be
food stamp sale, or a cash benet sale. The card
must be present. Swipe the card or select Sale.
• Select Cash for cash benets
• Select Food for a food stamp sale
EBT Force – A force is a sale transaction
performed when the terminal cannot reach
the host to authorize the transaction. Contact
support for the authorization code, then force
the sale of the transaction with the EBT card.
• Select Force.
EBT Refund – Available only for food stamp
transactions.
• Select Refund
NOTE: Your Terminal supports various transaction
types. Refer to this selection for information on
what transactions are available and when to use
them. Press (ARROW) to scroll to view additional
options.
REPORTS: TAB MENU
Open Tab Report – Prints the transaction
information for the current open tabs in the
terminal. Access via the Tab option on the
main menu.
Totals Report - Prints totals by card issuer.
Detail Reports – Prints detail information for
each transaction.
Clerk/Server Reports – Launches Clerk/Server
Reports menu options (See Reports: Clerk/
Server Reports Menu.)
Batch Review - Launches Batch Review menu
options. (See Reports: Batch Review Menu.)
Batch History – Prints a series of settlement
reports by date.
Terminal Reports – Launches Terminal Report
menu options, which are used by the Help Desk
Associate to troubleshoot your terminal.
Merchant Report - Prints host totals by
transaction, batch or merchant.
TRANSACTION TYPES
CREDIT TRANSACTIONS
Credit Sales – A sale transaction using a credit
card; the card may or may not be present.
• Swipe the card or select Sale. F2
Phone/Web Order – A credit sale transaction
in which the card is not present.
• Select Phone Order F3
Auth Only – An authorization only transaction
provided an approval, but does not charge the
consumer until the transaction has been added
to the batch by way of a force transaction.
• Select Auth Only
Force – Perform a force sale when the terminal
cannot reach the host to authorize a transaction.
Contact support for an authorization code, then
force the transaction once communication is
restored.
• Select Force
Void – Perform a void to reverse a credit sale,
force, or refund transaction and prevent any
funds from transferring from the cardholder’s
account. This option is only available for
transactions in the current/same day batch.
• Select Void.
Refund – Perform a refund to return money
to a cardholder’s account from a credit sale
completed in a closed batch (in other words,
previous day).
• Select Refund
Open Tab (Restaurant only) – A preauthorized
transaction for a specic dollar amount.
• Select Tab and then Select Open Tab
Close Tab (Restaurant only) – Perform a
close tab on an open tab, and place it in the
settlement batch le.
• Select Tab
Add Tip – a gift card redemption transaction
for the amount of the tip, it tip processing
is enabled. Press the (GIFT CARD) hot key,
scroll and select
• Add TIP
Debit Sale – A sale transaction using a debit
card, the card must be swiped.
•Swipe card
Debit refund – Perform a debit refund to
return money to cardholder’s account from a
debit sale completed in a previous batch.
• Select Refund