VeriFone VX 520 Series User manual

NOTE: Italicized steps are optional and may not be prompted for.
NOTE: Printing the customer copy is an option on all transactions. RESTAURANT
Quick
Reference
Guide
TERMINAL MESSAGES
AMOUNT DUE/BALANCE DUE: A partial
authorization has occurred. Ask customer for
another form of payment for the remaining
balance of the sale. Press ENTER to print the
receipt. Pressing CANCEL will not void the
transaction.
AVS (ADDRESS VERIFICATION SERVICE): Checks if
the street address and ZIP code entered match
the customer’s billing address.
CALL: Call Voice Authorization Center. If
approved, proceed with Offline Entry.
HOLD/CALL OR PICK UP CARD: Hold the card.
Use Code 10 procedure. Call the Voice
Authorization Center.
CARD SWIPE ERROR: Magnetic stripe did not
read. Swipe card again or manually key-in
account number.
COMM ERROR: A communication error has
occurred. Check line connections, call Help
Desk.
GB (NUMBER): Good batch. Batch transmission
accepted.
MANUAL ENTRY NOT ALLOWED: Current
transaction will not allow manual entry.
Debit cards may not be manually keyed-in.
QD (NUMBER) OR RB (NUMBER): Quit Duplicating
or Rejected Batch. Call Help Desk.
RECORD NOT FOUND: Invoice number is not
found in terminal batch.
SETTLE FAILED, RETRY: Settlement failed,
call help desk.
V-CODE: Verification Code. A 3-4 digit non
embossed number found on card signature
panel or near embossed account number
on front. V-code may be prompted for on a
manually-entered transaction.
AUTOMATIC DOWNLOADS
With this application, downloads are
automatically initiated by the terminal at
a preset time and date. Some automatic
downloads will require the terminal to be
re-authenticated. Any manual configurations
performed on the terminal will be reset after
a download.
0300014
V100815
© 2015 Total System Services, Inc.All rights reserved worldwide. TSYS is a federally registered service mark of Total System Services, Inc. Other marks are trademarks
or registered trademarks of their respective owner.
www.tsysacquiring.com
VERIFONE® VX 520,XEVA432/ XEVA433
CREDIT SALE
• Select SALE
• Enter sale amount and press ENTER
• Enter tip amount and press ENTER,
or press ENTER to bypass.
• Select YES
• Swipe customer card, insert customer card,
or manually enter account number and press
ENTER
– Select the desired language
– Select CREDIT
– Enter expiration date (MMYY) and press ENTER
– Card present? Select YES (if No, see Mail/
Phone section)
– Imprint the card and press ENTER
– Enter V-Code and press ENTER,
or press ENTER to bypass
– If bypassed, select V-CODE option:
NO (no V-Code), XREAD (unreadable),
or XPROV (not provided)
– Enter Zip Code and press ENTER
• Terminal dials out
– Remove the card
• Receipt prints
MAIL/PHONE SALE
• Press the purple DOWN ARROW key
• Select PHONE ORDER
• Enter sale amount and press ENTER
• Enter tip amount and press ENTER, or press
ENTER to bypass.
• Select YES
• Manually enter account number and press
ENTER
• Enter expiration date (MMYY) and press ENTER
• Select option: PHONE or WEB
– If Web, encrypted? Select YES or NO
• Enter purchase order number, and press ENTER
• Enter V-Code and press ENTER, or press ENTER
to bypass
– If bypassed, select V-Code option:
NO (no V-Code), XREAD (unreadable),
or XPROV (not provided)
• Enter street address number and press ENTER
• Enter Zip Code and press ENTER
• Terminal dials out, and receipt prints
DEBIT SALE
• Select SALE
• Enter sale amount and press ENTER
• Select YES
• Swipe customer card
• Select DEBIT
• Have customer enter PIN on PIN pad and press
ENTER
– Enter cash back amount and press ENTER
• Terminal dials out, and receipt prints
CREDIT REFUND
• Press the purple DOWN ARROW key
• Select REFUND
• Enter refund amount and press ENTER
• Select YES
• Swipe customer card, insert customer card,
or manually enter account number and
press ENTER
– Select the desired language
– Select CREDIT
– Enter expiration date (MMYY) and press ENTER
• Terminal dials out
– Remove the card
• Receipt prints
DEBIT REFUND
• Press the purple DOWN ARROW key
• Select REFUND
• Enter refund amount and press ENTER
• Select YES
• Swipe customer card or manually enter
account number and press ENTER
• Select DEBIT
• Have customer enter PIN on PIN pad
and press ENTER
• Enter original transaction date (MMDDYY),
and press ENTER
• Enter original time (HHMMSS), and press ENTER
• Terminal dials out, and receipt prints
Bank Name ______________________
Bank Phone ______________________
Help Desk Phone __________________
V Number _______________________
Voice Authorization Phone ____________
Merchant Number ID _______________
Other __________________________
_______________________________
QUICK REFERENCE

REVERSAL (FULL/PARTIAL)
Reversals may only be processed on sales
within the current batch.
• Press the purple DOWN ARROW key until
Reversal displays
• Select REVERSAL
• Select FULL (full amount reversed) or PARTIAL
(partial amount reversed)
• Select retrieval method:
INV# (invoice #) or AMT (amount)
• Enter retrieval information, and press ENTER
• Transaction displays on screen; select YES
(reverses trans), NO (returns to last screen),
or NEXT (scrolls to next trans)
– If No or Next, follow prompts.
– If partial reversal, enter the dollar amount to
be reversed and press ENTER
• Terminal dials out, receipt prints
DEBIT RE-ENTER
• Press the purple DOWN ARROW key
until Offline displays
• Select OFFLINE
• Enter sale amount and press ENTER
• Select YES
• Swipe customer card or manually enter
account number and press ENTER
• Select DEBIT
• Select type: SALE or REFUND
• Enter network ID (three digits),
and press ENTER
• Enter settlement date (MMDD),
and press ENTER
• Enter original transaction date (MMDDYY),
and press ENTER
• Enter original time (HHMMSS), and press ENTER
• Enter original trace number (six digits),
and press ENTER
• Enter retrieval reference number (12 digits),
and press ENTER
• Enter approval code (six digits),
and press ENTER
– Enter cash back amount and press ENTER
• Receipt prints
CREDIT OFFLINE ENTRY
• Press the purple DOWN ARROW key
until Offline displays
• Select OFFLINE
• Enter sale amount and press ENTER
• Enter tip amount and press ENTER,
or press ENTER to bypass.
• Select YES
• Swipe customer card, insert customer card,
or manually enter account number and press
ENTER
• Select CREDIT
– Enter expiration date (MMYY) and press ENTER
– Imprint the card and press ENTER
• Enter transaction ID (15 characters),
and press ENTER
• Enter approval code (six digits),
and press ENTER
• Receipt prints
AUTHORIZATION ONLY
• Press the purple DOWN ARROW key
• Select AUTH ONLY
• Enter sale amount and press ENTER
• Select YES
• Swipe customer card, insert customer card,
or manually enter account number
and press ENTER
– Select the desired language
– Select CREDIT
– Enter expiration date (MMYY) and press ENTER
– Imprint the card and press ENTER
• Terminal dials out
– Remove the card
• Receipt prints
TIP ADJUST
NOTE: Adjustments are not allowed on Smart/
Chip card sales. Tip must be added at time of
sale.
• Press the purple TIP key
• Select retrieval method: CLRK (clerk ID), AMT
(amount), ACCT (last 4 digits), or INV# (invoice
#)
• Enter retrieval information, and press ENTER
• Transaction displays, select option ADJ (adjust
tip), PREV (previous trans), NEXT (next trans),
or INV# (retrieve another invoice #)
• Enter the tip amount and press ENTER
• Terminal displays ‘Approved XXXXXX’,
press ENTER
• Select PREV, NEXT, or INV# to retrieve another
transaction
BALANCE INQUIRY
• Press the purple DOWN ARROW key until
Balance Inq. displays
• Select BALANCE INQ.
• Swipe customer card, insert customer card,
or manually enter account number and press
ENTER
– Select the desired language
– Choose card? Select CREDIT or EBT
– If Credit, enter expiration date (MMYY) and
press ENTER
– If EBT, select type: FOOD or CASH
– If EBT, have customer enter PIN on PIN pad
and press ENTER
• Terminal dials out
– Remove the card
• Receipt prints
OPEN TAB
• Press the purple DOWN ARROW key until Tab
displays
• Select TAB
• Select OPEN TAB
• Enter tab amount, and press ENTER
• Swipe customer card, insert customer card,
or manually enter account number and press
ENTER
– Select the desired language
– Select CREDIT
– Enter expiration date (MMYY)
and press ENTER
– Imprint the card and press ENTER
– Enter server ID and press ENTER
– Enter Zip Code and press ENTER
• Terminal dials out
– Remove the card
• Receipt prints
CLOSE TAB
• Press the purple DOWN ARROW key
until Tab displays
• Select TAB
• Select CLOSE TAB
• Select retrieval method: INV# (invoice #)
or AMT (amount)
• Enter retrieval information, and press ENTER
• Transaction displays, select option:
YES (close tab), NO (exit), NEXT (next trans)
• Use same card? Select YES or NO
– If No, swipe customer card, insert customer
card, or manually enter account number and
press ENTER
– Select the desired language
– Select CREDIT
– Enter expiration date (MMYY)
and press ENTER
– Card present? Select YES
(if No, see Mail/Phone prompts)
– Imprint the card and press ENTER
– Enter server ID and press ENTER
– Enter tab amount, and press ENTER
• Select YES
– Enter Zip Code and press ENTER
– Remove the card
• Receipt prints
DELETE TAB
• Press the purple DOWN ARROW key
until Tab displays
• Select TAB
• Select Del TAB
• Select retrieval method: INV# (invoice #)
or AMT (amount)
• Enter retrieval information, and press ENTER
• Transaction displays, select option:
YES (delete tab), NO (exit), NEXT (next trans)
• If Yes, terminal displays ‘Tab deleted’ and
returns to idle prompt
ADD SERVER
• Press ENTER
• Select SERVERS
• Select ADD SERVER
– Enter password and press ENTER
• Enter clerk ID (1-4 characters), and press ENTER
• Enter clerk password (5-10 characters),
and press ENTER
• Re-enter the clerk password, and press ENTER
• Repeat steps to add another clerk
REPRINT A RECEIPT
• Press the purple REPRINT key
• Select reprint option: LAST RECEIPT
(last transaction in batch) or ANY RECEIPT
(desired transaction in batch)
– If Any Receipt , enter invoice number
and press ENTER
• Receipt prints
REPORTS
• Press the purple REPORTS key
• Choose report: TOTALS (total amounts),
DETAIL (each transaction),
or CLERK/SERVER (clerk totals/detail)
– If Clerk/Server, select option: TOTALS or DETAIL
– If Clerk/Server Detail , select ONE (one clerk)
or ALL (all clerks)
– If One clerk, enter the Clerk ID,
and press ENTER
• Report prints
TRANSACTION REVIEW
• Press the purple DOWN ARROW key until Batch
Review displays
• Select BATCH REVIEW
• Select retrieval method: CLRK (clerk ID),
AMT (amount), ACCT (last 4 digits),
or INV# (invoice #)
• Enter retrieval information, and press ENTER
• Transaction displays, select PREV or NEXT to
scroll transactions
VIEW TOTALS
• Press the purple DOWN ARROW key until Batch
Totals displays
• Select BATCH TOTALS
– Press PREV or NEXT to scroll hosts,
then press SLCT to select host
• Batch totals display, press ENTER to exit
BATCH SETTLEMENT
• Press the purple DOWN ARROW key
• Select SETTLEMENT
• Sale and refund totals display,
press ENTER to confirm
– Or key in the sale and refund totals
and press ENTER
• Terminal dials out, and displays GB XXXX
ACCEPTED
• Press ENTER
• Settlement report prints
FAILED SETTLEMENT
RB or QD response
• Terminal will display RB [NUMBER]
or QD [NUMBER]
• DO NOT delete batch or continue
without Help Desk verification
• Call Help Desk
AUTHENTICATE THE TERMINAL
• Press ENTER
• Select SETUP
– Enter password and press ENTER
• Select AUTHENTICATION
• Enter the Authentication Code and press ENTER
• Enter your Zip Code and press ENTER
• Terminal dials out, then displays ACTIVATED
DEACTIVATE THE TERMINAL
• Press ENTER
• Select SETUP
– Enter password and press ENTER
• Select DEACTIVATION
• Terminal dials out, then displays DEACTIVATED
• More merchants? Select NO
• The screen then displays Authentication Code.
The terminal must be authenticated before
transaction can be processed
ALPHA CHARACTERS
• Press key corresponding with desired letter
• Press ALPHA until desired letter appears
[Number + ALPHA = Letter]
CARD TYPES ACCEPTED
• Visa
• MasterCard
• Debit Cards
• American Express
• Discover
• PayPal
• Carte Blanche
• Diners Club
• JCB
• EBT