VeriFone VX 520 Series User manual

Verifone
VX 520
User Guide

The information contained in this document is subject to change without notice. Although VeriFone has
attempted to ensure the accuracy of the contents of this document, this document may include errors
or omissions.
VeriFone and the VeriFone logo are registered trademarks of VeriFone. Other brand names or
trademarks associated with VeriFone’s products and services are trademarks of VeriFone Inc. All other
brand names and trademarks appearing in this manual are the property of their respective holders.
Contents
Introduction ..........................................................................4
Terminal Features. .................................................................4
Changing Paper Roll ..................................................................5
Training Mode ........................................................................6
Financial Transactions.................................................................7
Sale. ............................................................................7
Chip and PIN ...............................................................7
Contactless ................................................................8
Customer Not Present (CNP) / Manual (Keyed) Transaction ........................9
Sale with Gratuity. ......................................................... 11
Pre-Auth / Pre-Auth Top Up ................................................. 13
Completion ............................................................... 15
Sale with Cashback ........................................................ 17
Refund ............................................................................. 19
Chip and PIN ................................................................... 19
Contactless .................................................................... 20
Reports............................................................................. 21
Reconciliation Report ............................................................ 21
X and Z reports ................................................................. 22
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Introduction
Terminal Features
The illustration below highlights the features of the terminal. The descriptions are detailed below to
help you navigate your way around and there will be references to various buttons on this terminal
throughout the manual. Please note that the chip card insertion slot can be found the terminal keypad
and the multi-directional magnetic card reader is located on the right hand side of the device.
Internal Thermal Printer
Magnetic Card Reader
ATM-Style Function Keys
Function Keys
Enter Key
Backspace / Clear Key
Chip Card Reader
(under keypad)
Cancel Key
Telephone Style Keypad
Alpha Key
Terminal Display
Contactless Card Reader /
Indicator
Serrated Metal Strip
Printer Door Hatch
4
Changing Paper Roll
1. Hook your finger under the latch and lift up to swing the paper roll cover open.
2. Remove any partial roll of paper in the printer tray by lifting it up.
3. Loosen the glued leading edge of the new paper roll or remove the protective strip. Unwind the
paper roll past any glue residue.
4. Hold the roll so the paper feeds from the bottom of the roll.
5. Drop the paper roll into the printer tray.
6. Pull paper up past the glue residue.
7. Close the paper roll cover by gently pressing directly on the cover until it clicks shut, allowing a
small amount of paper past the glue residue to extend outside the printer door.
8. Tear the paper off against the serrated metal strip in the printer.
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Training Mode
1. From the main screen, as shown. Use the left most
Purple function key to scroll down the menu.
2. Select Supervisor, by pressing the corresponding
function key (F2)
3. The terminal will prompt for the Supervisor
password; once the password has been entered
press the green Enter key.
4. In the Supervisor menu can be found the
Training mode, select the mode by pressing the
corresponding function key (F2)
5. The terminal will prompt to confirm the activation
of Training Mode, select YES by pressing the
corresponding function key (F1).
6. The terminal will take you back out the Supervisor
menu; press the red Cancel key to get back to the
main screen. Down the left hand side of the screen
will be the word DEMO, to show that the terminal
is actively in demo mode and no live transactions
can be processed.
To deactivate DEMO mode, follow the steps above
and at step 5 select NO (F2).
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F1
F2
F3
F4
D
uplicate
S
upervisor
C
onfig
↓
S
ervices
F1
F2
F3
F4
Password: ******
F1
F2
F3
F4
Supervisor
Training
About
PSTN/IP
F1
F2
F3
F4
Training Yes
No
Training Mode
F1
F2
F3
F4
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F2
F3
F4
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Financial Transactions
Sale
Chip and PIN
1. While the terminal is at the main screen, insert the
card into the smart card reader.
2. The terminal will prompt for the transaction value
to be entered. Once the desired amount is entered
press the green Enter key to confirm. If the value
entered is incorrect, use the yellow Clear key to
amend the transaction value.
3. Hand the terminal to the customer to enter their
PIN. They should press the green Enter key to
confirm their PIN.
4. Once the customer has entered and confirmed
their PIN, the merchant should receive the terminal
back – to continue to get an AUTH code the
merchant must press the green Enter key.
5. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response
on the screen.
6. The terminal will print the Merchant copy of the
receipt and prompt remove the card. The terminal
will then prompt to print a Customer copy,
depending if a customer copy is required press the
corresponding Function key to select Yes or No.
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F1
F2
F3
F4
SALE
£0.00
KEY IN AMOUNT
Enter confirms
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
To confirm amount
Enter PIN
Or press Cancel
F1
F2
F3
F4
THANK YOU
DO NOT REMOVE CARD
PLEASE RETURN HANDSET
MERCHANT PRESS Enter
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
Approved
F1
F2
F3
F4
VISA
Please Remove Card
F1
F2
F3
F4
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Contactless
**Contactless payments are limited to a maximum
transaction value; please consult with the acquirer for
the transaction ceiling limit.
1. From the main menu screen, start keying in the
transaction value, then press the green Enter key
to confirm the amount
2. The terminal will prompt for either the Chip card to
be inserted in the Smart reader or the Contactless
card to be presented to the contactless reader
above the screen. Request the merchant to tap
the contactless card above the screen, when the
card is presented – all lights should be illuminated
above the screen.
3. The terminal will display on the screen if the
transaction has been Approved or Declined.
a. Dependant on the transaction value an
additional Signature verification may
be required.
4. The terminal will print a Merchant copy of the
receipt and then prompt for a customer copy. If a
customer copy is required then press (F1), or else
press (F2)
SALE
£0.00
KEY IN AMOUNT
Enter confirms
F1
F2
F3
F4
Present / Insert Card
£1.00
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
Approved
F1
F2
F3
F4
VISA
Yes
No
Print Customer Copy?
F1
F2
F3
F4
8
Customer Not Present (CNP) / Manual
(Keyed) Transaction
1. From the main screen select Sale (F1).
2. The terminal will prompt for the transaction value.
Once the desired amount has been keyed in
press the green Enter key. If the value entered is
incorrect, use the yellow Clear key to amend the
transaction value.
3. The terminal will request for the card to be inserted
into the smart card reader or presented to the
contactless reader. Ignore this prompt and start
keying in the long card number.
4. Once the long card number’s been keyed in the
terminal will prompt for expiry date of the card.
Key in the date in the format shown and then press
the green Enter key.
5. The terminal will prompt to check if the customer
is present. If customer is present then select “Yes”
and the terminal will prompt to take an Imprint of
the card. Press Enter to continue the transaction
once the imprint has been taken. If the customer is
not present select “No”.
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F1
F2
F3
F4
SALE
£0.00
KEY IN AMOUNT
Enter confirms
F1
F2
F3
F4
Present / Insert Card
£1.00
F1
F2
F3
F4
SALE
£10.00
Insert, Swipe or Enter Card
Account #:
4444333322221111
F1
F2
F3
F4
SALE
£10.00
Account #: 4444333322221111
Exp Date MM/YY : 12 / 12
Enter expiry date
F1
F2
F3
F4
Yes
Customer Present? No
F1
F2
F3
F4
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Customer Not Present Continued
1. The terminal will request the CSC (last 3 digits
behind the card) the door number at which the
card is registered to, and finally the numerical
digits within the postcode in the order they appear.
If any of these details are not available then press
the green Enter key to bypass. The terminal will
then contact the host for an Auth code.
2. The terminal will prompt if a customer copy is
required. If YES then press F1, else select no by
pressing F2.
VISA
Enter CSC: 123
F1
F2
F3
F4
Yes
Print Cust Copy? No
F1
F2
F3
F4
10
Sale with Gratuity
*Note: This is not a standard feature on a terminal. To
have this feature enabled please call the helpdesk.
1. From the main screen select Sale (F1).
2. The terminal will prompt for the transaction value
to be keyed in. Key in the desired transaction value
and then press the green Enter key to confirm.
If the amount keyed is incorrect use the yellow
Clear key to amend the transaction value.
3. The terminal will prompt for the card to be inserted
into the Chip reader.
4. Press any key, and then pass the terminal to the
customer to continue the transaction.
5. The terminal will prompt the customer if they
would like to leave a TIP. If no is selected then
the terminal will continue the transaction as a
normal sale.
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F1
F2
F3
F4
SALE
£0.00
KEY IN AMOUNT
Enter confirms
F1
F2
F3
F4
Present / Insert Card
£1.00
F1
F2
F3
F4
Press Any Key
Then pass to
Customer
Amount: £1.00
F1
F2
F3
F4
Sale: Yes
£1.00 No
Would you like to
Add A Gratuity?
F1
F2
F3
F4
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6. If the customer selects Yes in the previous step,
the terminal will provide the customer 3 predefined
TIP options or the option to key in a specific
amount. The customer must make their selection
by using one of the Function keys.
7. Once the customer has selected the percentage
value or keyed in the specific amount they would
like to leave as a TIP. The terminal will display a
summary of the transaction. If the customer is not
happy with the final sum they can select NO (F2)
to go back to step 6.
8. The terminal will display the full transaction value
and prompt for the PIN. Customer should press
the green Enter key to confirm their PIN.
9. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response
on the screen.
10. Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of
the receipt, and prompt for the card to be removed
from the Chip reader.
Please Select
Gratuity 5%
Sale: 10%
£1.00 15%
Amount
F1
F2
F3
F4
Summary
Sale: £1.00 Yes
Gratuity: £0.05 No
Total: £1.05
IS THIS CORRECT?
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.05
To confirm amount
Enter PIN
Or press Cancel
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.05
Approved
F1
F2
F3
F4
VISA
Please Remove Card
F1
F2
F3
F4
12
Pre-Auth / Pre-Auth Top Up
*Note: This is not a standard feature on a terminal. To
have this feature enabled please call the helpdesk.
**Note: The process on the terminal for Pre-Auth and
Pre-Auth Top Up is the same, but Pre-Auth Top UP
should be used if a Pre-Auth has already been taken
on the same card otherwise Pre-Auth should be used.
1. To complete a Pre-Auth, press the first
Purple function key to scroll down to the next
menu screen.
2. Select Pre-Auth New, by pressing F2 function key.
3. The terminal will prompt for the amount to be
Pre-Authorised. Key in the amount and then press
the green Enter key to confirm.
4. The terminal will prompt for the card to be
presented to the contactless card reader or be
inserted into the Chip reader.
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P
re-Auth New
Pre-Auth Top-up
↓
C
ompleon
F1
F2
F3
F4
PRE-AUTH NEW
£1.00
KEY IN AMOUNT
Enter Confirms
F1
F2
F3
F4
Present / Insert Card
£1.00
F1
F2
F3
F4
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Pre-Auth transaction process continued
5. If the card is inserted into the Chip reader the
terminal will prompt for a PIN number to process
the transaction.
6. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response
on the screen.
7. Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of
the receipt, and prompt for the card to be removed
from the Chip reader.
VISA
Acct# 4562587852364567
Amount: £1.00
To confirm amount
Enter PIN
Or press Cancel
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
Approved
F1
F2
F3
F4
VISA
Please Remove Card
F1
F2
F3
F4
14
Completion
*Note: This is not a standard feature on a terminal. To
have this feature enabled please call the helpdesk.
1. To complete a transaction that has been
pre-authorised, press the first Purple function key
to scroll down to the next menu screen.
2. Select Completion (F4).
3. The terminal will prompt for the full transaction
value. Key in the desired transaction value and
then press the green Enter key to confirm. If the
amount keyed is incorrect use the yellow Clear key
to amend the transaction value.
4. The terminal will prompt for the card to be
presented or inserted in to the Chip reader. If the
transaction value is above the ceiling limit for a
Contactless transaction the terminal will prompt
for the card to be inserted into the Chip Reader.
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uplicate
P
re-Auth New
Pre-Auth Top-up
↓
C
ompleon
F1
F2
F3
F4
COMPLETION
£1.00
KEY IN AMOUNT
Enter Confirms
F1
F2
F3
F4
Present / Insert Card
£1.00
F1
F2
F3
F4
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5. The terminal will prompt for the original Pre-Auth
authorisation code to be entered. Key in the
desired code and then press the green Enter key
to confirm. If the Auth code is incorrect use the
yellow Clear key to amend the number.
6. The terminal will prompt for the original Pre-Auth
transaction value to be entered. Key in the amount
and then press the green Enter key to confirm.
If the amount is incorrect use the yellow Clear key
to amend the number.
7. For a pin transaction the terminal will prompt for
the customer to enter their PIN.
8. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response
on the screen.
9. Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of
the receipt, and prompt for the card to be removed
from the Chip reader.
COMPLETION
Enter last Auth Code: F1
F2
F3
F4
COMPLETION
Enter last Auth Code:
1235
Total PreAuth Amount:
£1.00
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
To confirm amount
Enter PIN
Or press Cancel
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
Approved
F1
F2
F3
F4
VISA
Please Remove Card
F1
F2
F3
F4
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Sale with Cashback
*Note: This is not a standard feature on a terminal. To
have this feature enabled please call the helpdesk.
** Cash Back is only available on Debit Cards.
1. From the main select Sale (F1)
2. The terminal will prompt for the transaction value
to be keyed in. Key in the desired transaction value
and then press the green Enter key to confirm.
If the amount keyed is incorrect use the yellow
Clear key to amend the transaction value.
3. The terminal will check to see if Cash Back is
required, if No then select (F2) using the function
keys and the transaction will follow a standard sale
process. If Yes is selected the terminal will prompt
for the Cash back Value.
4. Key in the desired Cash Back transaction value
and then press the green Enter key to confirm.
If the amount keyed is incorrect use the yellow
Clear key to amend the transaction value.
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F1
F2
F3
F4
SALE
£0.00
KEY IN AMOUNT
Enter confirms
F1
F2
F3
F4
Yes
Cashback req’ed? No
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
Cash: £5.00
F1
F2
F3
F4
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5. The terminal will show a summary of the
transaction, if the totals are correct then press the
green Enter key to continue the transaction or
press the Red cancel key to abort.
6. The terminal will display the full transaction value
and prompt for the PIN. Customer should press
the green Enter key to confirm their PIN.
7. The terminal will contact the acquiring host for an
AUTH code; the terminal will display the response
on the screen.
8. Once the transaction is complete, the terminal will
print a merchant copy and they customer copy of
the receipt, and prompt for the card to be removed
from the Chip reader.
VISA
Acct# 4562587852364567
Amount: £1.00
Cash: £5.00
Total: £6.00
Enter to Connue
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £6.00
To confirm amount
Enter PIN
Or press Cancel
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £6.00
Approved
F1
F2
F3
F4
VISA
Please Remove Card
F1
F2
F3
F4
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Refund
Chip and PIN
1. From the main screen select Refund (F2).
2. The terminals will prompt for a supervisor code to
proceed with the refund.
3. The terminal will prompt for the transaction value.
Once the desired amount has been keyed in
press the green Enter key. If the value entered is
incorrect, use the yellow Clear key to amend the
transaction value.
4. The terminal will prompt for the card to be
presented or inserted. Insert the card into the
smart card reader.
5. The customer will be required to enter their PIN,
the terminal will call the acquiring host for an
AUTH code.
6. Once the AUTH code has been received the
terminal will print off a merchant copy of the
transaction, and then prompt to see if a customer
copy is required.
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F1
F2
F3
F4
Refund
Password: ******
F1
F2
F3
F4
Refund
£0.00
KEY IN AMOUNT
Enter Confirms
F1
F2
F3
F4
Present / Insert Card
£1.00
F1
F2
F3
F4
VISA SALE
Acct# 4444333322221111
Amount: £10.00
To confirm amount Enter Pin
Or press Cancel
F1
F2
F3
F4
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Contactless
1. From the main menu select Refund (F2)
2. The terminals will prompt for a supervisor code to
proceed with the refund.
3. The terminal will prompt for the transaction value.
Once the desired amount has been keyed in
press the green Enter key. If the value entered is
incorrect, use the yellow Clear key to amend the
transaction value.
4. The terminal will prompt for the card to be
presented or inserted. Request the customer to
present their card to the contactless card reader
above the screen.
5. Once the terminal has authorised the transaction,
a merchant receipt with print and the terminal will
prompt to see if a customer copy is required.
SALE
£0.00
KEY IN AMOUNT
Enter confirms
F1
F2
F3
F4
Present / Insert Card
£1.00
F1
F2
F3
F4
VISA
Acct# 4562587852364567
Amount: £1.00
Approved
F1
F2
F3
F4
VISA
Yes
No
Print Customer Copy?
F1
F2
F3
F4
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Reports
Reconciliation Report
1. From the main screen select Reports (F3)
2. The terminal will prompt for the supervisor
password. Key in the password and then press the
green Enter key.
3. In the Reports Menu select Reconciliation (F2).
4. The terminal will prompt if one or all the acquirers
are to be reconciled. If the terminal has been
configured with Amex or Diners Merchant ID,
then it is recommended that All acquirers are
reconciled.
If ONE is selected, the terminal will display a screen
which lists all the acquirers the terminal is configured
to. Use the Purple function buttons beneath the
arrows to select which acquirer should be reconciled.
Once the desired acquirer is selected press the
green Enter key, the terminal will then connect to the
acquirer host system to reconcile the totals.
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eports
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F1
F2
F3
F4
Password: ******
F1
F2
F3
F4
Reports
R
econciliaon
End of Shi (X)
E
nd of Day (Z)
F1
F2
F3
F4
Reconciliaon
O
ne
Reconcile? All
F1
F2
F3
F4
SELECT ACQUIRER
CARDNET
AMEX
DINERS
↑ ↓
F1
F2
F3
F4
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X and Z reports
1. From the main screen select Reports (F3)
2. The terminal will prompt for the supervisor
password. Key in the password and then press the
green Enter key.
3. In the Reports Menu select End of Shift (F3) for
the X-balance or End of Day (F4) for the Z-balance.
When a “X” report is taken, the terminal is “reading”
the transaction value taken since the last X report.
These reports are generally taken during business
hours to look at your sales totals at any time of the day.
“Z” reports the all of the sales totals taken since the
last End of Day report was run. Totals will be reset
back to zero after each Z report. Typically, the Z report
is run when a business closes for the day to get your
sales totals for the day.
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eports
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F1
F2
F3
F4
Password: ******
F1
F2
F3
F4
Reports
R
econciliaon
End of Shi (X)
E
nd of Day (Z)
F1
F2
F3
F4
End of Shi (X)
F1
F2
F3
F4
End of Day (Z)
F1
F2
F3
F4
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