VeriFone VX 805 User manual

One Blue Hill Plaza, 16th Floor, PO Box 1546
Pearl River, NY 10965
1-800-PC-AMERICA, 1-800-722-6374
(Voice) 845-920-0800 (Fax) 845-920-0880
VeriFone VX 805 with Valutec
(Mellennia) through Datacap
This document provides step-by-step instructions on installing the VeriFone VX 805, configuring settings,
and processing gift cards in CRE/RPE using Valutec through DataCap. You must be on version 12.8015 or
higher to use this gift card processor with the VX 805.
Note: You must have a Deployment ID for the computer acting as the GIFTePay server created prior to
attempting this installation. You must also have a License for each station that is processing
transactions through the GIFTePay server. If you do not have them, please contact your reseller or
processor for information on how to obtain them.

TABLE OF CONTENTS
INSTALLING THE VX 805 DRIVER 3
INSTALLING DSIPDCX CONTROL (REQUIRED ON EACH PC USING A VX 805) 7
INSTALLING GIFTEPAY (REQUIRED ON PC THAT WILL ACT AS DATACAP SERVER ONLY) 10
CONFIGURING CRE/RPE FOR GIFT CARD (REQUIRED ON EACH PC THAT WILL PROCESS GIFT CARD
PAYMENTS) 16
CONFIGURING CRE/RPE FOR LOYALTY (REQUIRED ON EACH PC THAT WILL TRACK LOYALTY) 18
ACTIVATING A GIFT CARD 20
ADDING FUNDS TO AN ACTIVATED GIFT CARD 22
PERFORMING A GIFT CARD SALE 25
PERFORMING A MANUAL GIFT CARD SALE 28
PERFORMING A GIFT CARD REFUND 30
ASSOCIATING VALUTEC CARDS WITH EXISTING CUSTOMERS 32
ACCUMULATE POINTS WITH VALUTEC LOYALTY 33

Installing the VX 805 driver
Leave the VX805 pin pad DISCONNECTED from the computer before installing the driver.
Download the VX 805 driver from the following link:
http://download2.pcamerica.com/drivers/Manufacturer/Verifone/VX805_Driver.zip
1. Locate the downloaded file VX805_Driver.zip. Right-
click on the file and extract its contents.
2. Right-click on the VX805_Driver.exe file that was just
extracted and click on Run as administrator.
3. Accept the agreement and click on Next.

4. Wait while the driver installs. When it is finished the
installer window will close automatically.
5. On the VX 805, first take the USB connector.
6. Then connect it to any available USB port on the
computer.

7. The screen should display a Welcome message when
fully booted.
8. In Windows, go to Control Panel > Device Manager.
9. Expand the Ports branch. You should now see the VX
805 with a COM port assigned to it in parenthesis. This
is usually configured for COM9.

10. In Windows Control Panel > Programs and Features,
11. An entry for VeriFone Vx Installer version should also
be created if the driver installed correctly.

Installing dsiPDCX control (required on each PC using a VX 805)
Download the latest dsiPDCX control software for Valutec from the following link:
http://www.datacapepay.com/epay50/1229/
1. Under dsiPDCX 1.4*, click on
Download.
2. Right-click on the dsiPDCX-14*-
Install201*****-W8.exe file and
click on Run as administrator.
3. Click Next.

4. Accept the agreement and click
Next.
5. Enter a User Name and
Organization then click Next.
6. Click Install.

7. Click Finish.
8. Click on Yes when prompted to
restart the computer.

Installing GIFTePay (required on PC that will act as DataCap server only)
If the Computer that is running GIFTePay is turned off, all other stations will not be able to process Gift Cards.
Download the latest GIFTePay software from the following link:
http://www.datacapepay.com/epay50/1229/
1. Right-click on the dsiPDCX-
14*-Install201*****-
W8.exe file and click on Run
as administrator.
2. Click Next
3. Accept the agreement and
click Next.

4. Enter a User Name and
Organization then click
Next.
5. Click Install.
6. Click Finish.
7. Click on Yes when prompted
to restart.

8. Locate DSI_Gift.exe. It can
typically be found at the
following path on your
computer after the
GIFTePay installation:
C:\Program Files
(x86)\Datacap
Systems\GIFTePay
Right-click on the file
DSIValutec_GIFT50.exe and
select Run as administrator.
A shortcut may also be
located on the desktop.
9. The first time it is run, you
will need to click on Obtain
Serial Number.
10. If GIFTePay is successful in
obtaining a serial number
but is unable to locate
merchant parameters for
the assigned serial number,
you will see the dialog box
on the left.
The dialog contains the 10-
digit serial number that was
automatically assigned to
GIFTePay. Click OK.
11. This dialog box indicates
that GIFTePay has not yet
retrieved merchant
parameters from Datacap’s
PSCS server. It cannot
operate until these
parameters are
downloaded.
Press OK to return to the
main Window

12. Click Setup >Setup
Information.
13. You will see the Setup
GIFTePay Parameters
screen. Click Load New
Parameters.
14. Click Yes to Attempt
Activation.
15. Click I Have My Deployment
ID.

16. In the dialog box that
displays, enter the
Deployment ID you
received, then click OK.
17. Click Yes, This is the Correct
Merchant. If the
information is not correct,
click Cancel and retry entry
from the beginning of Step
17.
18. If GIFTePay successfully
retrieves the parameters
associated with the entered
Deployment ID from the
PSCS server, you will see the
dialog box on the left. Click
OK and you will be brought
back to the Setup Merchant
Parameters screen.
Hit OK from the Setup
Merchant Parameters
screen to exit.

19. Select Ok from the Setup
GIFTePay Parameters
screen.
20. If you are prompted by a
Windows Security Alert,
select allow access for the
type of network you
currently use.
Important Note: GIFTePay must always be running to process transactions. We recommend the default
location in the POS system tray.

Configuring CRE/RPE for Gift Card (required on each PC that will process Gift Card payments)
The steps shown below are from CRE version 12.8031 and newer. You will configure the PINpad type and merchant
processing parameters in the same screen.
1. In CRE/RPE go to
Options/Manager > Setup >
Setup Screen.
2. Under Payment Processing:
Click on the Processing tab
and select Gift Card; under
the Payment Processor
dropdown, select DataCap;
3. Under the Processing
Company dropdown, select
Valutec
4. Under IP Address, Enter the
IP Address of the computer
running GIFTePay.
5. Select Verifone VX805 from
the pinpad dropdown.
6. Enter the #of the Com Port
7. Enter the Merchant Number;
enter the Terminal Number
(if provided by processor)
8. Then click Update to save
your changes.
*If a Terminal Number is not
provided by the processor,
leave that field blank.

CRE version 12.8030 and older configuration steps
In older versions of CRE you must select the PINpad and its communication port in the Hardware section of the setup
screen before configuring the payment processing parameters.
1. In CRE/RPE go to
Options/Manager > Setup >
Setup Screen > Hardware
Under PinPad Port, select
Other and type in 9; for PinPad
Type, select VerifoneVX805
from the dropdown; for PinPad
Connection, select USB from
the dropdown.
2. Under Payment Processing:
Click on the Processing tab and
select Gift Card; under the
Payment Processor dropdown,
select DataCap;
3. Under the Processing
Company dropdown, select
Valutec
4. Under IP Address, Enter the IP
Address of the computer
running GIFTePay.
5. Enter the Merchant Number;
enter the Terminal Number (if
provided by processor)
6. Then click Update to save your
changes.
*If a Terminal Number is not
provided by the processor,
leave that field blank.

Configuring CRE/RPE for Loyalty (required on each PC that will track loyalty)
The steps shown below are from CRE version 12.8031 and newer. You will configure the PINpad type and merchant
processing parameters in the same screen..
1. In CRE/RPE go to
Options/Manager > Setup >
Setup Screen.
2. Under Payment Processing:
Click on the Processing tab
and select Loyalty; under the
Payment Processor
dropdown, select DataCap;
3. Under the Processing
Company dropdown, select
Valutec
4. Under IP Address, Enter the
IP Address of the computer
running GIFTePay.
5. Select Verifone VX805 from
the pinpad dropdown.
6. Enter the #of the Com Port
7. Enter the Merchant Number;
enter the Terminal Number
(if provided by processor)
8. Then click Update to save
your changes.
*If a Terminal Number is not
provided by the processor,
leave that field blank.

CRE version 12.8030 and older configuration steps
In older versions of CRE you must select the PINpad and its communication port in the Hardware section of the setup
screen before configuring the payment processing parameters.
9. In CRE/RPE go to
Options/Manager > Setup >
Setup Screen > Hardware
Under Pin Pad Port, select
Other and type in 9; for Pin
Pad Type, select
VerifoneVX805 from the
dropdown; for Pin Pad
Connection, select USBfrom
the dropdown.
10. Under Payment Processing:
Click on the Processing tab and
select Loyalty; under the
Payment Processor dropdown,
select DataCap;
11. Under the Processing
Company dropdown, select
Valutec
12. Under IP Address, Enter the IP
Address of the computer
running GIFTePay.
13. Enter the Merchant Number;
enter the Terminal Number (if
provided by processor)
14. Then click Update to save your
changes.
*If a Terminal Number is not
provided by the processor,
leave that field blank.

Activating a Gift Card
1. From the invoice screen
select the gift card item, by
default it is located in the
None department.
2. You will be prompted to
enter the amount you want
to put on the gift card.
3. Select the Pay button
4. Select the payment method
you wish to use to pay for
the gift card amount to
complete the transaction.