VeriFone VX 520 Series User manual

Merchant Solutions
AutoLink User Manual: Verifone

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AutoLink User Manual
VX 520 and VX 675
Point-of-sale (POS) devices supplied and supported by Standard Bank
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1. VX 520 Device Description
2. VX 675 Device Description
3. Card Information Overview
4. 4.1 Retail
4.2 Restaurant
4.3. Forecourt
4.4 Workshop
4.5 Value Added Services
5. Usage and Maintenance of the POS Device
6. Refund Transactions
7. Accepting Chip and PIN Cards
8. General Information
9. Avoiding Fraud
10. Card Security Features
11. SIM Card Usage and Replacement
12. Frequently Asked Questions
13. Contact Details, Hours of Operation and Support
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Contents

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F1 Button
Displays the next transaction when a list
is available, used in the ‘correction’ and
‘authorisation’ completion flow
F4 Button
Menu
Magnetic Swipe Card Slot
The magnetic strip must face inwards
towards the terminal
Enter
Press enter to confirm a setting or
accept an amount or other entries
Chip Reader
Firmly insert the card chip facing upwards, chip first
Clear
Back space or delete entered values
Cancel
Exit screen and display the application version number
1VX 520 Device Description

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TO INSERT A PAPER ROLL
Gently lift the dark grey lid handle to unlock the paper roll cover
Loosen the glued leading edge of the new roll of paper or remove
the protective strip; unwind the paper roll past any glue residue
Drop the paper roll into the paper tray so that the loose
paper fold is fed from the bottom and facing out towards you
Pull the paper fold up past the glue residue on the paper roll
so that it sticks out of the paper tray
Gently push and click the paper door closed
If the POS device does not print:
•The paper roll may not be placed correctly
•The paper roll door may not be closed correctly
Paper roll:
•Single layer thermal
•57x48mm
If you have any problems using your POS device, contact Standard Bank Merchant Solutions.
STEP 1
STEP 3
STEP 4
STEP 5
STEP 2

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Chip Reader
Thermal printer and paper roll
Screen
Contactless reader for Tap to Pay™ cards
Magnetic Swipe Card Slot
The magnetic strip must face inwards towards
the terminal
Enter
Press enter to confirm a setting or accept an
amount or other entries
Firmly insert the card chip facing upwards,
chip first
Clear
Back space or delete entered values
Cancel
Exit screen and display the application version number
2VX 675 Device Description
TO INSERT A PAPER ROLL
Single layer thermal
57x30mm

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DOCKING THE VX 675 ONTO
THE BASE
UNDOCKING THE VX675 ONTO
THE BASE
Gently pull the latch located at the bottom of
the terminal to unlock the paper roll cover
Lift the printer roll cover up and back
Remove any partial roll of paper in the printer tray
Loosen the glued leading edge of the new roll of paper or remove
the protective strip; unwind the paper roll past any glue residue
Drop the paper roll into the paper tray so that the loose paper fold
is fed from the bottom when the terminal is inverted
STEP 1
STEP 3
STEP 4
STEP 5
STEP 2
Lift the printer roll cover up and back
Pull the paper up past the glue residue on the paper roll so that it
sticks out of the paper tray
Gently push and click the paper door closed, allowing a small amount
of paper past the glue residue to extend outside the printer door
The VX 675 terminal must be placed on
the base when not in use for continuous
charging of its battery
The VX 675 terminal can be taken from the
base when in use
Tear the paper o against the serrated plastic strip in the printer
STEP 7
STEP 8
STEP 9
STEP 6

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3Card Information Overview
Issuing bank
The responsible bank who issued the card to the
member.
Tap to PayTM
Tap to Pay™ functionality available.
Card association logos
All POS devices accept VISA, MasterCard® and Union
Pay International. American Express, Diners Club, RCS,
Fleet and other card types can only be accepted if the
merchant has signed a separate merchant agreement
with these issuers.
Expiry date
If the card has expired, the transaction will fail.
Card number
The first four digits define the card type.
Magnetic strip
If a chip transaction fails, complete a magnetic strip
transaction.
Signature panel
A signature is required for non-chip transactions; always
ensure the member’s signature on the receipt matches
the member’s signature on the card.

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RETAIL

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The POS device idle screen will give you the option to press *
for menu or # for transaction list. If you press #, the following
transactions (if enabled) will appear:
Select the transaction you want to perform by pressing the corresponding number.
1. Purchase
2. Purchase & Cash
3. Cash Withdrawal
4. Correction
5. Refund
7. Pre-authorisation Completion
6. Pre-authorisation
8. Pre-authorisation Cancel
9. Voice Approval
Retail
RETAIL FORECOURT WORKSHOP VALUE ADDED SERVICESRESTAURANT
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10. Balance Enquiry
11. Payment

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1. Purchase
Press # for the transaction list and select ‘purchase’
Enter the amount to initiate the purchase transaction and then proceed to step 3
Enter the purchase amount and press enter
Pass the POS device to the customer who can
either Tap to Pay™, insert or swipe his or her card
If prompted, the customer must enter his or her PIN followed by enter
Once the transaction is approved, the POS device will
print a customer and merchant copy of the receipt
The POS device will return to the idle screen
STEP 1
STEP 1
STEP 3
STEP 4
STEP 5
STEP 6
STEP 2
Note: if the transaction is declined, one receipt will print showing the decline message
If the customer selects to Tap to Pay™ his or her card and the transaction is below R500, the
customer will not need to enter his or her PIN. For Tap to Pay™ transactions, whether over or
under R500, the customer can choose to print a receipt.
OR

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2. Purchase & Cash
Press # for the transaction list and select ‘purchase & cash’
Enter the purchase amount and press enter
Enter the cashback amount and press enter
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Pass the POS device to the customer who can either Tap to Pay™,
insert or swipe his or her card
If prompted, the customer must enter his or her PIN followed by enter
Once the transaction is approved, the POS device will print a
customer and merchant copy of the receipt
The POS device will return to the idle screen
STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
STEP 9
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RETAIL FORECOURT WORKSHOP VALUE ADDED SERVICESRESTAURANT
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Note: if the cashback limit is exceeded, you’ll be prompted to enter supervisor ID and PIN

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STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
Press # for the transaction list and select ‘cash withdrawal’
Enter the cashback amount and press enter
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Pass the POS device to the customer who can either insert or
swipe his or her card
If prompted, the customer must enter his or her PIN followed by enter
Once the transaction is approved, the POS device will print a customer and
merchant copy of the receipt
The POS device will return to the idle screen
3. Cash Withdrawal
Note: if the cashback limit is exceeded, you’ll be prompted to enter supervisor ID and PIN

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STEP 7
STEP 1
STEP 2
STEP 3
STEP 8
STEP 4
STEP 9
STEP 5
STEP 10
STEP 6
4. Correction*
Press # for the transaction list and select ‘correction’
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Once the correction is complete, the POS device will print a customer
copy and merchant copy of the receipt; the customer must sign the
merchant copy
Enter the authorisation code** and press enter
The POS device will return to the idle screen
Pass the POS device to the customer who can either insert or swipe his
or her card (the card must be the same card as the original transaction)
Press # for the transaction list and select ‘purchase’ to initiate
a new purchase
The screen will display the transaction for the card to be corrected
If prompted, the customer must enter his or her PIN
followed by enter
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RETAIL FORECOURT WORKSHOP VALUE ADDED SERVICESRESTAURANT
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Note: the terminal will print a receipt conrming whether the transaction is approved
or declined; the customer must sign the approved receipt. Keep the merchant copy
*Corrections apply to debit cards only and must be done immediately
after the initial transaction
**The authorisation code is the number that appears on the merchant copy of the
original purchase receipt

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Press # for the transaction list and select ‘refund’
Enter the refund amount and press enter
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Pass the POS device to the customer who can either Tap to Pay™, insert or swipe
his or her card (the card must be the same card as the original transaction)
If prompted, the customer must enter his or her PIN followed by enter
Once the transaction is approved, the POS device will print a customer and
merchant copy of the receipt
The POS device will return to the idle screen
5. Refund*
STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
*A refund transaction is only supported on credit cards

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6. Pre-authorisation*
Press # for the transaction list and select ‘pre-authorisation’
Enter the amount and press enter
Pass the POS device to the customer who can either
insert or swipe his or her card
If prompted, the customer must enter his or her PIN followed by enter
Wait for the authorisation response
Once the transaction is approved, the POS device will print
a customer and merchant copy of the receipt
The POS device will return to the idle screen
Check the merchant receipt for the authorisation code; this code
is required to complete the pre-authorisation
STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
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RETAIL FORECOURT WORKSHOP VALUE ADDED SERVICESRESTAURANT
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*Pre-authorisations can only be done on credit cards
Note: You must keep your copy of the receipt as you will need the authorisation code,
found on the receipt, to complete the transaction

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Press # for the transaction list and select ‘pre-authorisation completion’
Enter the pre-authorisation completion amount and press enter
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Enter the authorisation code** found on the customer’s receipt; this code can-
not contain any special characters (,.-+#*) or blanks
Pass the POS device to the customer who can either insert or swipe his or her card
(this card must be the same card as the original pre-authorisation)
Once the transaction is approved, the POS device will print a customer and
merchant copy of the receipt
The POS device will return to the idle screen
7. Pre-authorisation Completion*
If prompted, the customer must enter his or her PIN followed by enter
Wait for the authorisation response
STEP 9
STEP 10
STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
Note: If the nal amount is 15% higher than the original amount, then a
pre-authorisation completion of the original amount must be done and the dierence
done as a separate transaction
If the nal amount is lower than the pre-authorised amount, complete the nal amount,
and the balance will reverse
*The pre-authorisation completion must be done on the same POS device that was used
to pre-authorise
**Ensure the authorisation code is entered correctly as obtained from the bank; the POS
device cannot check the authorisation code, and if this code is incorrect, the amount will
not be paid into your bank account

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8. Pre-authorisation Cancel*
Press # for the transaction list and select ‘pre-authorisation cancel’
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Enter the authorisation code** found on the customer’s receipt;
this code cannot contain any special characters (,.-+#*) or blanks
Pass the POS device to the customer who can either insert or swipe his or
her card (this card must be the same card as the original pre-authorisation)
If prompted, the customer must enter his or her PIN followed by enter
Wait for the authorisation response
Once the transaction is approved, the POS device will
print a customer and merchant copy of the receipt
The POS device will return to the idle screen
STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
STEP 9
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RETAIL FORECOURT WORKSHOP VALUE ADDED SERVICESRESTAURANT
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*The pre-authorisation cancel must be done on the same POS device that was
used to pre-authorise
**Ensure the authorisation code is entered correctly; if this code is incorrect,
the pre-authorisation cannot be cancelled

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Press # for the transaction list and select ‘voice approval’
Enter the voice approval amount and press enter
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Enter the authorisation code obtained from the bank; this code cannot contain
any special characters (,.-+#*) or blanks
Pass the POS device to the customer who can either insert or swipe his
or her card
Once the transaction is approved, the POS device will print a customer and
merchant copy of the receipt
The POS device will return to the idle screen
9. Voice Approval
If prompted, the customer must enter his or her PIN followed by enter
Wait for the authorisation response
STEP 9
STEP 10
STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
Note: If the authorisation code or the amount is invalid, the POS device will display
the error message: invalid authorisation code. You’ll need to cancel the transaction
and start again

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10. Balance Enquiry
Press # for the transaction list and select ‘balance enquiry’
Enter supervisor ID and press enter
Enter supervisor PIN and press enter
Pass the POS device to the customer who can either insert or swipe
his or her debit card. You cannot do a balance enquiry on a credit card
If prompted, the customer must enter his or her PIN and enter
Once the transaction is approved, the customer can view his or her
balance on the screen
When complete, press enter
The POS device will return to the idle screen
STEP 7
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 8
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Note: if you do not press enter to complete the balance enquiry,
the POS device will automatically return to the idle screen after 30 seconds