VeriFone Vx 810 Duet User manual

V
X 810 DUET REFERENCE GUIDE i
CONTENTS
PREFACE .............................................. iii
1 – Vx810 DUET Overview..................1
Conventions and Terminology...................2
2 – Set Up ...............................................3
Unpacking the Shipping Carton ................3
Reviewing the Vx 810 DUET Features .......4
Connecting the PIN Pad to the Base Unit.5
Installing the Paper Roll............................7
Cable Connections ....................................9
Phone Connection ...............................9
Ethernet Connection............................9
Connecting the Power Pack ....................10
Terminal Activation .................................10
3 – Navigating through your
Vx810 PIN pad keyboard ...............12
Terminal Key Functions ...........................13
Terminal Menus ......................................15
Main Menu (Terminal Transactions) .15
Configuration Menu ..........................16
Setup...........................................17
Servers/Clerk IDs ........................18
Menus/Keys................................19
Set Language ..............................19
Initialization.................................19
Quick Setup Menu...................................20
Terminal Setup Table ........................21
4 – Features & General
Information.......................................22
Cards Accepted.......................................22
Password.................................................22
Locking/Unlocking the Terminal
Keyboard ..............................................23
Language Options on the Display and
Receipt .................................................23
Card Information Security.......................23
Card Numbers on Reports.......................24
Alpha Characters.....................................24
5 –Server/Clerk ID Option................25
Default Clerk ID.......................................26
Server/Clerk Setup..................................26
Managing Server/Clerk IDs.....................27
Add a Server/Clerk ID .......................27
Delete a Server/Clerk ID...................27
Modify a Server/Clerk ID ..................27
Server Reports.........................................28
Totals Report .....................................28
6 – Other Optional Features.............29
Invoice Number Prompt...........................29
Personalized Message on Receipts........30
Terminal Security ....................................30
The Manager Password..........................31
7 – Training & Demo Mode...............32
8 – Processing Transactions ...........33
Basics of Processing “Chip” Cards .........33
How to Process a Sale............................35
How to Process a Phone Order ...............37
How to Issue a Refund............................38
How to Force Capture a Transaction.......39
How to Void a Transaction......................40
How to use Pre-Authorization
Transactions .........................................41
Credit Pre-Authorization....................41
Credit Pre-Authorization Completion42
Delete Pre-Authorization...................42
9 – Balancing & Settling a Batch ...43
Totals Report ...........................................43
Pre-Auth Report.......................................44
Batch Review ..........................................44
Batch Detail ............................................45
How to Settle a Batch.............................46
Additional Settlement Information...46
10 – Important Phone Numbers.......47
Terminal Issues .......................................47
Paper Resupply........................................47

ii VX 810 DUET REFERENCE GUIDE

V
X 810 DUET REFERENCE GUIDE iii
PREFACE
Thank you for selecting the VeriFone Vx810 DUET offered by American
Express. This guide will step you through unpacking and setting up your
equipment. It also includes information about processing transactions and
customizing the terminal to meet your business needs. Once you have
assembled and powered up the equipment, you must call the American
Express Help Desk 877-834-7607 to activate your terminal. Once activated,
you can familiarize yourself with the terminal’s transactions by enabling the
Demo mode. Accompanying this booklet are Quick Step Cards which will
help you get started using your Vx810.
Also enclosed is the Amex Bank of Canada Card Acceptance Point of Sale
(POS) Terminal Addendum. Please familiarize yourself with the terms and
conditions governing your lease and use of the Point of Sale Terminal(s) and
any printer and other equipment, devices or features (referred to collectively
as the “POS Terminal”) and, if applicable your processing of Debit Card
Transactions.
Organization
This guide is organized as follows:
Chapter 1 – Vx810 DUET Overview. Provides an overview of the Vx810
DUET.
Chapter 2 – Setup. Explains how to set up and install the Vx810 DUET.
It explains how to establish power and telephone line
connections, as well as how to load the paper.
Chapter 3 – Navigating through your Vx810 terminal. Provides
information about the various menus and submenus of the
terminal.
Chapter 4 – Features and General Information. Covers the various
features that you may find of value.
Chapter 5 – Server and Clerk ID Options. Addresses how to use the
Server/Clerk option.

iv VX 810 DUET REFERENCE GUIDE
Chapter 6 – Other Optional Features. Covers other options available
on the terminal.
Chapter 7 – Training and Demo Mode. Discusses the use of Demo/
Training mode.
Chapter 8 – Processing Transactions. Reviews the step-by-step
sequence for completing the terminal’s transactions.
Chapter 9 – Balancing and Settling a Batch. Lists reports useful for
balancing a batch along with the steps to settle a batch.
Chapter 10 – Important Phone Numbers. Lists phone numbers you may
find useful.

V
X 810 DUET REFERENCE GUIDE v

1 VX 810 DUET REFERENCE GUIDE
CHAPTER 1
Figure 1 The PIN pad mounted on the base
Vx810 DUET Overview
This section provides a brief description of the Vx810 DUET. The Vx810
DUET is a complimentary solution to be used with the Vx810 PIN pad. The
combination of the integrated base with the PIN pad allows you to use
the features of a thermal printer, modem, Ethernet, USB, and serial ports
needed for a complete payment solution.
The base unit allows the PIN pad to rest in a manner that it can easily
be removed for hand over to customers and, at the same time, provides
stability and security for PIN entry without sacrificing its contactless
transaction feature. Aside from that, the base unit features a printer and
modem that creates a fully-loaded payment solution with a hand-over PIN
pad – all in one device.

V
X 810 DUET REFERENCE GUIDE 2
Conventions and Terminology
To help you use this guide certain conventions are used.
t Bolded words indicate terminal’s colored keys, e.g., green OK, yellow
Clear, and red Cancel.
t With a few exceptions, after entering information into the PIN pad
keypad, you must follow the entry by pressing the green OK. This
instructs the Vx810 that you have completed the process and to
proceed to the next step of the sequence and appropriate screen.
t The gray keys to the right of the screen (F1 – F4) are used to select
options listed in the display.
t Text in
SMALL CAPS indicates display instructions to either enter the
requested information (e.g., “ AMOUNT ” enter the transaction amount) or
select an option using one of the gray F1- F4 keys.
t In certain cases, colors are used to help to direct you to keys’ location,
based on their color coding:
SCROLL , REPORT, Cancel keys.
t Indicate YES and NO by selecting the corresponding gray display F key.
Detailed information about the use of these keys can be found in Chapter 3,
Navigating through your Vx810 PIN pad Keyboard.
This guide uses the following terminology:
t PIN pad - often referred to as the terminal, this is the part of the
device that contains the keypad, display and card readers.
t Prompt – A reference to the terminal display and information that you
should enter.
t Display –The illuminated area on the face of the PIN pad where
prompts and other instructions are displayed.
t Password – An alpha-numeric character that must be entered before
the terminal allows you to proceed with certain transactions. The
default password is 123456.

3 VX 810 DUET REFERENCE GUIDE
CHAPTER 2
Set Up
This chapter includes the following sections that explain the steps to set up
the Vx810 DUET:
t Unpacking the Shipping Carton
t Reviewing the Vx810 DUET Features
t Cable Connections
t Connecting Base Unit to PIN pad
t Connecting the Power Pack
t Installing the Paper Roll
t Power Supply
Unpacking the Shipping Carton
Open the shipping carton and carefully inspect its contents for possible
tampering or shipping damage. The Vx810 DUET is a secure product and any
tampering can cause it to cease to function or to operate in an unsecured
manner.
1 Remove and inspect the contents of the shipping carton. The Vx810
DUET can include:
t Base unit with printer and modem
t Power pack
t Power cord
t PIN pad
2 Remove all plastic wrapping from the device and components.
3 Remove the clear protective film from the display.
4 Save the shipping carton and packing material for future repacking or
moving of the device.

V
X 810 DUET REFERENCE GUIDE 4
PIN PAD CRADLE
THERMAL PRINTER
PAPER DOOR
POWER SOCKET
Before you start assembling the Vx810 DUET, take a moment to become
familiar with its features.
Reviewing the Vx 810 DUET Features
The Vx810 DUET has been designed with the following features:
t A base unit to support the PIN pad
t A paper door where the paper roll is placed
t An Internal Thermal Printer for receipt printing located in the lower
portion of the base unit
t A PIN pad connector for integration of the base unit to the PIN pad
t A power socket for plugging in the power cable
t Connection ports at the back of the base unit:
t Phone line port
t Ethernet (10BaseT) port
t USB port
t RS-232 port
PIN PAD CONNECTOR
Figure 2 Vx810 DUET Features
PHONE LINE
RS232 PORT
USB PORT
ETHERNET PORT

5 VX 810 DUET REFERENCE GUIDE
Connecting the PIN Pad to the Base Unit
Connect the PIN pad to the base unit using the following steps:
1 Unscrew the latch on the upper-right corner of the PIN pad’s bottom
casing then slide it open.
Figure 3 Opening the PIN pad latch

V
X 810 DUET REFERENCE GUIDE 6
3 Mount the PIN pad on the base unit.
Figure 5 Placing the PIN pad onto the base unit
2 Attach the PIN pad connector to the slot then screw the latch back on.
Figure 4 Connecting the PIN pad Connector
PIN PAD CONNECTOR

7 VX 810 DUET REFERENCE GUIDE
1 Lift the paper door.
2 Lift the paper tray to remove any partial roll of paper left inside.
3 Hold the roll so the paper feeds from the bottom of the roll.
Poor-quality paper can jam the printer and create excessive paper dust.
Store thermal paper in a cool, dry, dark area. Handle thermal paper carefully:
impact, friction, temperature, humidity and oils affect the color and storage
characteristics of the paper. Never load a roll paper with folds, wrinkles,
tears, or holes at the edges in the print area.
Installing the Paper Roll
A fast, quiet integrated thermal printer (ITP) is built into the base unit of the
Vx810 DUET. Before you can process transactions through the Vx810 DUET
that require a receipt or record, you must install a roll of thermal-sensitive
paper in the printer.
The ITP uses a roll of single-ply, thermal sensitive paper 47 mm (2.24 inches)
wide by 25 meter long paper. A pink out-of-paper indicator line appears on
the edge of the paper approximately 18 inches before the end of the roll.
When this line appears, only enough paper remains on the roll to complete
one transaction.
Figure 6 Opening the Paper Door

V
X 810 DUET REFERENCE GUIDE 8
4 Place the paper roll into the printer tray.
5 Pull paper up past the glue residue on the paper roll.
6 Close the paper roll cover by gently pressing on the cover until it clicks,
allowing a small amount of paper past the glue residue to extend
outside the printer door.
Figure 8 Closing the Paper Door
7 Tear the paper off against the serrated plastic strip in the printer.
To prevent damaging the print roller, always gently press
down on the paper roll cover to close it.
Figure 7 Loading Paper Roll

9 VX 810 DUET REFERENCE GUIDE
Cable Connections
American Express’ application supports two cabling scenarios:
t 1IPOF-JOF$POOFDUJPO
t &UIFSOFU$POOFDUJPO
Phone Connection
The base unit serves as the device for connecting the Vx810 DUET to a
phone line outlet using a standard phone line cable. Connect one end of the
cable to the phone line port at the rear portion of the base unit and the other
into a any standard phone outlet.
Figure 9 Vx810 DUET Connected through a Phone Line
Ethernet Connection
A standard Ethernet cable like RJ-45 can be used when connecting the PIN
pad mounted on the base unit to a network or another device through the its
Ethernet port. Connect one end of the Ethernet cable to its port found at the
rear portion of the base unit and the other end to its corresponding socket.
Figure 10 Vx810 DUET and Ethernet Cable Connection

V
X 810 DUET REFERENCE GUIDE 10
Figure 11 Connecting the Power Pack
Connecting the Power Pack
To provide power to the Vx810 DUET, connect the power pack.
1 Insert the round barrel connector into the power port in the connector
found at the rear portion of the base unit.
2 Insert the AC power cord into the power pack.
3 Plug the AC power cord into a wall outlet or power surge protector.
Do not plug the power pack into an outdoor outlet or operate it outdoors. During
a transaction, disconnecting the power by unplugging the base unit from a wall
power may cause transaction files not yet stored in the terminal memory to be
lost. To protect against possible damage caused by lightning strikes and electrical
surges, consider installing a power surge connector.
Terminal Activation
Congratulations! Your Vx810 DUET is almost ready for operation. The
final step is to contact the American Express Help Desk to initialize and
activate the terminal.
1-877-834-7607

11 VX 810 DUET REFERENCE GUIDE

V
X 810 DUET REFERENCE GUIDE 12
CHAPTER 3
Navigating through your Vx810 PIN pad keyboard
Now that your Vx810 DUET is assembled and activated, it’s time to review
how to use it. Below is a diagram of the face of the PIN pad and some of
the keys you will use routinely.
Display
Screen
Alpha Key
Menu Scroll
Key (Arrow)
Gray
Display
Option
Keys
Alpha/
Numeric
Keypad
Color-
Coded
Function
Keys
EMV Card Slot
Reprint
Receipt
Reports

13 VX 810 DUET REFERENCE GUIDE
Terminal Key Functions
The table below describes the functions of the various key groups on the
Vx810.
KEYS FUNCTION
GRAY
DISPLAY
OPTION KEYS
An operation on the terminal can be initiated by pressing the appropriate
function key next to the display menu item.
ALPHA/
NUMERIC
KEYPAD
The keypad contains horizontal rows of numeric keys with alphabetic characters.
The numeric key strokes are the default.
To create an alpha character, first press the numeric key containing the desired
alpha characters, and then press the ALPHA key until the target alpha character
displays.
For example, the numeric key 2 represents the digit 2 as well as the alpha
characters A, B. and C. Press the ALPHA key once to display the letter A, twice
for the letter B, and three times for C.
NUMERIC KEYS
Some keys on the keypad are configured to perform special tasks, such as:
Numeric Key 3 – Paper Source – Advances the paper source
Numeric Key 6 – Quick Setup – Launches Quick Setup menu options
Numeric Key 7 – Set Language – Enables selection screen for display language
Numeric Key 8 – Keyboard Lock – Locks the keyboard to prevent unauthorized
access
Numeric Key 9 – Cash Receipt – Initiates the Cash Receipt transaction
Asterisk (*) Key – Application Exit – Returns to VMAC menu when terminal is
in multi-application mode
COLOR
CODED FUNC-
TION KEYS
Red Cancel Key: Press to cancel the current operation.
Yellow Key is known as: Clear Key, Direction Key or
Backspace Key: Press to backspace key, erase or clear text,
starting from right to left.
Green Enter/OK Key: This key is like the ENTER key on a computer
keyboard.
t Press to signify that the task is complete
t Press to enable a function or perform an action based on
typed data.
This key is also used to display the Configuration Menu options.
Press it while the application is idle to launch the Configuration
Menu.

V
X 810 DUET REFERENCE GUIDE 14
KEYS FUNCTION
PURPLE KEY 1
Arrow/Menu Scroll Key – Controls UP/DOWN (scroll) movement of the arrow.
Use in conjunction with the Yellow key to reverse the scrolling direction. Enables
scrolling through the menu to display more pages. An Arrow over the SCROLL
key displays when there are more pages to view.
PURPLE KEY 3
Reprint Key – Launches the Reprint menu options:
t Last Receipt – prints the last receipt that was printed for an
authorization.
t Any Receipt – prompts user to enter invoice number to locate.
PURPLE KEY 4
Reports Key – Launches the Report menu options as follows:
Totals Report – Prints totals by card type and card issuer.
Detail Report – Prints detail information for each transaction.
Server Reports – Launches server report menu options:
t Totals Report – Prints totals report per Server/Clerk.
t Detail Report – Prints detail report per Server/Clerk.
t Server Table – Prints login and logout information.
Batch History – Prints a series of settlement reports by date.
Terminal Params – Prints parameter data for the terminal and each
merchant.
Cards Report – Prints specific data for each merchant and for each card
range.
Terminal Stats – Prints statistical and diagnostic information about the
terminal by day or by week.
Merchant Rpt – Prints merchant information per merchant.
Pre-Auth Reports – Prints Pre-Auth reports.
Last EMV Data – Prints data for the last EMV transaction.

15 VX 810 DUET REFERENCE GUIDE
Terminal Menus
Once you get started using the terminal, you will initiate transactions from
the Main Menu. You can use the purple
SCROLL key to see the types of
transactions that the terminal can perform.
In addition to the Main Menu, the terminal contains a second menu that
enables you to make changes to the basic functionality of the terminal –
adding optional features and enabling and disabling display prompts for
various transactions. This additional menu is referred to as the Configuration
Menu. It can be accessed by pressing the green OK button on the keyboard
and then by entering the Manager Password.
Main Menu (Terminal Transactions)
You will access transactions from the Main Menu. A maximum of four
options display per page. The left most purple key is used to scroll through
multiple pages. An arrow Èappears the
SCROLL key to indicate when there
are more pages to view. The transactions are listed in the table below in the
same order as they appear in the display.
TRANSACTION
NAME DESCRIPTION
PURCHASE
This transaction initiates a Sale. It supports Card Swipe, Manual Entry and
Inserted Entry (aka dipping) for EMV (Chip Cards).
PHONE ORDER
This transaction initiates a phone order sale – card not present.
Will not accept a Card Swipe. Cannot be used with EMV or Debit Cards.
VOID
This transaction initiates voiding a sale that is still in the batch. Voiding of either
the last transaction or any transaction retrieved by its invoice number or the last
4 digits of the account number.
REFUND
This transaction initiates a refund for a sale that is no longer in the current
terminal batch.
FORCE
This transaction enables entry of a previously approved sale into the batch and
is used when the authorization approval was not obtained through the terminal.
Cannot be used with Debit Cards.
SETTLEMENT
This transaction initiates closing of the current batch and opening of a new
batch for logging and accumulating transactions.
The terminal sends all the approved offline transaction ( e.g., Force ) to the host
before starting the Settlement process.