VeriFone evolution series User manual

Quick Reference Guide
CREDIT SALE
Note: For EMV transactions, the chip card must be
removed and re-inserted between the Service Fee
transaction and Payment Due (Base) transaction.
• Select SALE
• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• Input amount and press ENTER
• If prompted, select YES to confirm amount or NO to
cancel transaction
• If NO is selected, press CANCEL to end transaction
• Swipe, insert, or tap card, or manually input account
number and press ENTER
• If prompted, select CREDIT
• Select YES to indicate fee acceptance or NO to cancel
transaction
• If NO is selected, terminal returns to idle menu
• If prompted, input last 4 digits of account # and press
ENTER
• If prompted “Enter PIN or press Enter”, cardholder
enters PIN or presses ENTER to bypass
(The service fee transaction processes)
• If prompted, cardholder removes card
• If prompted, press ENTER to clear Return Terminal to
Clerk prompt
(A Merchant copy of the service fee transaction receipt
prints)
• Select YES to print Customer copy of the service fee
transaction receipt
• Select YES to continue or NO to cancel transaction
• If NO is selected, the service fee transaction is voided
• If prompted, cardholder re-inserts card
• If prompted “Enter PIN or press Enter”, cardholder
enters PIN or presses ENTER to bypass
(The base transaction processes)
• If prompted, cardholder removes card
• If prompted, press ENTER to clear Return Terminal to
Clerk prompt
(A Merchant copy of the base transaction receipt prints)
• Select YES to print Customer copy of the base transac-
tion receipt
• If prompted “Amt Exceeds Bal – Amt Authorized $xx.
xx, Balance Due $xx.xx, Continue?” select YES and
collect remaining amount due with another form of pay-
ment or NO to reverse the authorizations and cancel
the transaction
CREDIT REFUND
If desired selection is not displayed, press MORE until
option appears
• Select REFUND
• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• If prompted, input password and press ENTER
• Input amount and press ENTER
• If prompted, select YES to confirm amount or NO to
cancel transaction
• If NO is selected, press CANCEL to end transaction
• Swipe, insert, or tap card, or manually input account
number, press ENTER
• If prompted, select CREDIT
• If prompted, input last 4 digits of account # and press
ENTER
• If prompted, input expiration date and press ENTER
• If prompted “Enter PIN or press Enter”, cardholder
enters PIN or presses ENTER to bypass
(The refund transaction processes)
• If prompted, cardholder removes card
• If prompted, press ENTER to clear Return Terminal to
Clerk prompt
(A Merchant copy of the refund receipt prints)
• Select YES to print Customer copy of the refund receipt
MAIL/TELEPHONE ORDER
If desired selection is not displayed, press MORE until
option appears
• Select PHONE ORDER
© 2017 Elavon Inc. Elavon is a registered trademark in the United States and other countries. All rights reserved. Apple Pay and Touch ID are trademarks of Apple Inc. This document is prepared by
Elavon as a service for its customers. The information presented is general in nature and may not apply to your specific situation. RTL-QRG-1729-US-0617
Service Fee Application
VeriFone®Evolution Series

• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• Manually input account # and press ENTER
• Input expiration date and
press ENTER
• Input amount and press ENTER
• Select YES to indicate fee acceptance or NO to cancel
transaction
• If NO is selected, terminal returns to idle menu
• Input V-Code and press ENTER
• If V-Code entry is bypassed, select NO if the V-Code
is not present
OR
• X READ if V-Code is present but cannot be read
• Input Street Address and press ENTER
• Input Zip Code and press ENTER
(The service fee transaction processes and a Merchant
copy of the service fee transaction receipt prints)
• Select YES to print Customer copy of the service fee
transaction receipt
• Select YES to continue or NO to cancel transaction
• If NO is selected, the service fee transaction is
voided
(The base transaction processes and a Merchant copy
of the base transaction receipt prints)
• Select YES to print Customer copy of the base
transaction receipt
VOID
If desired selection is not displayed, press MORE until
option appears
• Select VOID
• If prompted, input password and press ENTER
• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• Select YES to void last transaction or NO to void a
different transaction
• If YES is selected:
• If desired transaction is displayed, select YES
• If desired transaction is not displayed, select NEXT
to review other transactions or NO to exit Void menu
• If NO is selected:
• Select INV# or ACCT# to search transactions
• Input Invoice # or last 4 digits of Account # and
press ENTER
• If desired transaction is displayed, select YES
• If desired transaction is not displayed, select NEXT
to review other transactions or NO to exit Void menu
• Select YES to print Customer copy of the base transac-
tion receipt
• Select YES to print Customer copy of the service fee
transaction receipt
SETTLEMENT
If desired selection is not displayed, press MORE until
option appears
•Select SETTLEMENT
• If prompted, input password and press ENTER
• Select ALL to settle all merchant accounts simultaneously
or ONE to settle a specific merchant account by itself
• If ALL is selected:
• Totals for each merchant account (up to ten) will
display and/or print
• Confirm totals and press ENTER
• Settlement report for each merchant account (up
to ten) prints
• If ONE is selected:
• Use PREV and NEXT to scroll through available
merchant account options. When desired ac-
count is displayed, select SLCT
• Totals for selected merchant account will display
and/or print
• Confirm totals and press ENTER
• Settlement report for selected merchant account
prints
RECEIPT REPRINT
•Press REPRINT
• Select LAST or ANY
• If LAST is selected:
• Use PREV and NEXT to scroll through available
merchant account options. When desired ac-
count is displayed, select SLCT
(A Merchant copy of the last receipt prints)
• If ANY is selected:
• Use PREV and NEXT to scroll through available
merchant account options. When desired
account is displayed, select SLCT
• Input Invoice # and press ENTER
(Requested Merchant receipt copy prints)
• Select YES to print Customer receipt copy

REPORTS
•Press REPORTS
• Select from displayed reports or press MORE until
option appears
• Select the desired report
• Select ALL or ONE
• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• If displayed, respond to additional prompts
• Selected report will print
BALANCE INQUIRY
If desired selection is not displayed, press MORE until
option appears
• Select BALANCE INQ
• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• Select CURR for current batch detail or PREV for pre-
vious batch detail
• Report for selected batch inquiry prints
BATCH TOTALS
If desired selection is not displayed, press MORE until
option appears
• Select BATCH TOTALS
• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• Batch totals will display
• Select CANCEL to exit
BATCH RE VIEW
If desired selection is not displayed, press MORE until
option appears
• Select BATCH REVIEW
• If applicable, use PREV and NEXT to scroll through
available merchant account options. When desired
account is displayed, select SLCT
• If prompted, input password and press ENTER
• Select CLRK, AMT, ACCT, or INV# to search batch
• Input selected search criteria (Clerk ID, Amount, last 4
digits of Account #, or Invoice #) and press ENTER
• Select ADJ to adjust transaction displayed and follow
additional prompts
• Select VOID to void transaction displayed
•
Select PREV to go to the previous transaction in the
batch
• Select NEXT to go to the next transaction in the batch
• Select CANCEL twice to exit
TIPS FOR PROCESSING
• ENTER or YES
• BACKSPACE
• CANCEL or NO
• To scroll through the menu, press MORE
• Press 3 multiple times until the paper advances to
desired length
The following prompts may appear depending on
terminal setup, card type, and/or entry method.
Clerk ID Prompt:
•Input Clerk ID and press ENTER
Invoice Prompt:
•Input Invoice # and press ENTER
Language Prompt:
•If prompted, select language
Manually-Keyed Security Prompts:
• Select YES or NO to indicate card presence
• If YES is selected, imprint card and press ENTER
• Input V-Code and press ENTER
• If V-Code entry is bypassed, select NO if the V-Code is
not present
OR
• X READ if V-Code is present but cannot be read
• If prompted, input Street Address and press ENTER
• If prompted, input Zip Code and press ENTER
Purchasing, Business or Commercial Prompts:
• Input Customer # and press ENTER
• Input Tax Amount and press ENTER