User Manual CCV Smart
Faults caused by a failure to adhere to the instructions in this User Manual are not covered by the Service Agreement. The scope of the services provided by CCV and the applicable terms and conditions are set out in the General Terms and Conditions of CCV Holland B.V. (version of August 2012) and the service leaflet of the relevant product. These documents were enclosed with the quotation you received from CCV. All rights reserved.
TABLE OF CONTENTS 1 INTRODUCTION 5 2 INSTALLATION OF PAYMENT TERMINAL AND PINPAD 6 1.1 1.2 2.1 2.2 The CCV Smart payment terminal and PINpad Parties facilitating the transaction process 5 5 Components supplied Installation guidelines 2.2.1 Position of PINpad 2.2.2 Use of card reader 2.2.3 Environmental factors Installation of equipment Communication settings 2.4.1 Taking out an Internet subscription 2.4.2 View current communication settings 2.4.3 Assigning a static IP address 2.4.
7 OPTIONAL FEATURES 46 8 MAINTENANCE AND TECHNICAL PROBLEMS 47 9 SUPPLIES FOR THE PAYMENT TERMINAL 51 10 TERMS AND DEFINITIONS 52 11 CONTACT INFORMATION 54 7.1 7.2 8.1 8.2 8.3 9.1 9.2 11.1 11.2 11.3 11.4 CID086A/03012013 Overview of optional features Instruction cards for optional features Maintaining the payment terminal and PINpad 8.1.1 Cleaning the payment terminal and PINpad 8.1.2 Cleaning the PINpad chip card reader 8.1.
1 INTRODUCTION 1.1 The CCV Smart payment terminal and PINpad The CCV Smart system consists of the Vx570 payment terminal and the VX 820 PINpad. The CCV Smart system allows you to process transactions with payment cards, loyalty cards and customer cards. The payment terminal is future-proof and conforms to the latest national security standards as well as the EMV standard. The EMV standard was developed by the credit card companies Europay, MasterCard, Visa and JCB to prevent payment card fraud.
2 INSTALLATION OF PAYMENT TERMINAL AND PINPAD 2.1 Components supplied If the payment terminal and PINpad were delivered as a plug & play pack, you should have received the following components. Overview of components supplied 1 Vx570 payment terminal The cashier unit operated by you (the cashier). 2 VX 820 PINpad The customer unit operated by the card holder. 3 Power supply cable You can plug the power supply into a wall socket (230 Volt) using the power supply cable.
2.2 Installation guidelines The Dutch Payments Association (Betaalvereniging Nederland) is an organisation that aims to maintain and improve the security of electronic payment transactions in the Netherlands. In order to enhance the security of such transactions, the Association has drawn up the following guidelines concerning the position of the PINpad and the use of the card reader. 2.2.1 Position of PINpad • • • • 2.2.
2.3 Installation of equipment If your payment terminal and PINpad were delivered as a plug & play pack, you must install the equipment yourself. Connect the equipment as depicted below. If you need to temporarily disconnect the equipment (e.g. because you wish to relocate it), you can reconnect it as depicted below.
2.4 Communication settings Your payment terminal must be able to communicate via the Internet. An Internet connection is required to forward transaction data to an acquirer for processing. You also need it to communicate with the CCV Terminal Management System, so that new software can be installed on your payment terminal, for instance. 2.4.1 Taking out an Internet subscription Your payment terminal must be connected to the Internet via a broadband Ethernet connection (e.g. cable or ADSL).
2.4.3 Assigning a static IP address Important: Your Internet Service Provider will provide you with the required details of your communication settings. Please contact your Internet Service Provider if you do not have the required information at your disposal. Complete the following steps to assign a static IP address to your payment terminal: Vx570 screen Step SALE 1 Press the purple function key below the open the menu. 2 Select MERCHANT MENU.
Vx570 screen TERMINAL IP ADDRESS ________________0.0.0.0 TERMINAL IP ADDRESS _____________________ (0.0.0.0) Step 10 Press to enter the IP address. 11 Enter the IP address and confirm by pressing . Important: Use the numeric keys and the key to enter the dots in the IP address (see subsection 3.3.1). TCP / IP TERMINAL IP ADDRESS SUBNET MASK GATEWAY SUBNET MASK 12 Select SUBNET MASK. 13 Press to enter the subnet mask.
2.4.4 Assigning a dynamic IP address If you want your payment terminal to use a dynamic IP address, you must first remove the static IP address. Complete the following steps to remove the static IP address: Vx570 screen Step SALE 1 Press the purple function key below the open the menu. symbol to 2 Select MERCHANT MENU. 3 Enter the merchant password (the default password is 99999) and confirm by pressing . 4 Select CONFIGURE. 5 Select TERMINAL. 6 Select COMMUNICATION. 7 Select TCP / IP.
3 WORKING WITH THE PAYMENT TERMINAL AND PINPAD 3.1 Overview of payment terminal and PINpad The Vx570 payment terminal is the cashier unit and is operated by you (the cashier). 1 2 3 4 6 5 Components of Vx570 payment terminal 1 Printer cover Cover of thermal printer. 2 Printer The thermal printer prints receipts and reports. 3 Release button Press this button to release the printer cover. 4 Screen The screen displays messages when actions are performed on the payment terminal.
The VX 820 PINpad is the customer unit and is operated by the card holder during the transaction. 1 2 4 3 Components of VX 820 PINpad 1 Touchscreen The touchscreen displays messages, touchscreen buttons and options to be selected by the card holder (e.g. the message ‘YOUR CARD PLEASE’). Refer to section 3.3 for more information about the touchscreen. 2 Privacy shield The privacy shield is a protective shield around the keypad.
3.2 Keypad of payment terminal and PINpad 1 3 2 4 5 6 7 8 9 Keypad of Vx570 payment terminal 1 Grey function keys Four grey function keys are located to the right of the payment terminal screen. You can press these keys to select the menu options displayed on the screen. 2 Purple function keys Four purple function keys are located below the payment terminal screen. Function symbols can be displayed above these keys.
1 3 2 4 5 6 Keypad of VX 820 PINpad 1 Numeric keys The card holder can use the numeric keys to enter the PIN code. 2 Asterisk key <*> During a transaction, buttons for performing specific actions may be displayed on the touchscreen (see section 3.3). You can perform the action by touching the button. If the button on the touchscreen includes an asterisk, you can also perform the action by pressing the asterisk key <*>.
3.3 PINpad touchscreen The card holder can operate the VX 820 PINpad using the keypad. During a transaction, the card holder can also perform specific actions using the touchscreen buttons. The card holder can activate buttons or options on the touchscreen by touching them. In the example given here (see picture on the right), the card holder must select either Visa or Maestro.
3.4 Payment terminal menu The Vx570 payment terminal has a menu that you can use to carry out various actions. Press the purple function key below the symbol to open the main menu. SALE OTHER TRX 01.06.12 Up to eight lines can be displayed on the screen. The top line (i.e. the line above the dividing line) always states the name of the current menu. Grey function keys (F1, F2, F3 and F4) are located next to each line. You can use these keys to select a menu option.
3.4.2 Status symbols Symbol Meaning The card holder has inserted the payment card in the chip card reader or swiped a card through the magnetic card reader before you started the transaction. The payment terminal has read a payment card, but 30 seconds have gone by without a transaction being started. The payment card must be re-inserted or swiped in order to carry out a transaction.
3.5 Merchant password Access to the merchant menu of the payment terminal is protected by a password. You must also enter this merchant password in order to perform certain actions, for instance to activate the terminal. Important: The default merchant password is 99999. We advise you to change the merchant password to prevent abuse of your payment terminal by third parties. It is not possible to change the default password to a non-secure password such as 12345 or 11111.
3.6 Activating and deactivating the payment terminal Your Vx570 payment terminal must be plugged into a wall socket at all times, to make sure it is always supplied with power. This means that the payment terminal is always switched on and cannot be switched off. However, you must activate the payment terminal at the start of business. This procedure will open a new financial reporting period. The terminal keeps track of all transactions that you carry out and records them in financial reports.
3.7 Use of payment cards The type of payment card determines whether the holder should insert or swipe the card. A payment card with an embedded EMV chip must be inserted in the chip card reader. The card must be inserted in the chip card reader with the chip facing up and towards the PINpad. 3.8 A payment card with a magnetic strip must be swiped through the magnetic card reader. The card must be swiped through the magnetic card reader with the magnetic strip facing down and towards the PINpad.
4 CARRYING OUT TRANSACTIONS 4.1 Overview of transaction types Your payment terminal supports several different transaction types. However, not all transaction types are supported by all payment cards. The acquirer and the type of payment card determine which types of transactions you can carry out. Important: Contact your acquirer if you are unable to carry out a transaction with a particular type of payment card.
4.2 Sale You carry out a sale when a card holder pays you using a payment card. Complete the following steps to carry out a sale: Vx570 screen Step SALE 1 Select SALE. 2 Enter the amount and confirm by pressing . 3 The card holder inserts the payment card in the chip card reader or swipes it through the magnetic card reader. 4 The card holder enters his/her PIN code and approves the transaction by pressing . 5 The sale is now successfully completed. OTHER TRX 01.06.
4.2.1 Manual credit card transactions You can carry out manual credit card transactions on the payment terminal. Because you enter the card details manually, no card needs to be inserted in the PINpad during the transaction. Complete the following steps to carry out a manual credit card transaction: Vx570 screen Step SALE 1 Select SALE. 2 Enter the amount and confirm by pressing . 3 Press the purple function key below the 4 Enter the card number and confirm by pressing .
4.3 Cancellation You can cancel a previous transaction if necessary. Complete the following steps to carry out a cancellation: Vx570 screen Step SALE 1 Select OTHER TRX. 2 Select CANCELLATION. 3 Enter the merchant password (the default password is 99999) and confirm by pressing . 4 Enter the amount and confirm by pressing . 5 The card holder inserts the payment card in the chip card reader or swipes it through the magnetic card reader.
4.4 Reservation You can reserve an amount for a specific period of time. Important: The amount you can reserve and the duration of the reservation period depend on the acquirer and the payment card. Complete the following steps to carry out a reservation: Vx570 screen Step SALE 1 Select OTHER TRX. 2 Select RESERVATION. 3 Enter the amount and confirm by pressing . 4 The card holder inserts the payment card in the chip card reader or swipes it through the magnetic card reader.
Journal CCV Holland B.V. Westervoortsedijk 55 6827 AT Arnhem Terminal: CT380071 Merchant: 423600707814 Period: 2166 Transaction: 00000002 MASTERCARD (A00002301) Card: xxxxxxxxxxxx6015 Card Sequence Nr.: 00 Valid thru: 30/04/14 RESERVATION Date: 01/06/2012 10:09 Auth.
4.5 Sale after reservation If you reserved an amount for a specific period of time, you must complete the actual sale at a later time. Important: You need an authorisation code to complete this transaction. You can find the authorisation code on the copy receipt of the previously completed reservation transaction (see section 4.4). Complete the following steps to complete a sale after a reservation: Vx570 screen Step SALE 1 Select OTHER TRX. 2 Select SALE AFTER RESERV.
5 PAYMENT CARDS You can accept a number of different payment cards for transactions on your payment terminal. You must conclude a contract with an acquirer for each payment card you wish to accept. An acquirer is a party that facilitates payment card transactions on your payment terminal. You yourself can select the acquirers you wish to conclude a contract with. For instance, at any time you can switch to another acquirer that charges lower rates. To do so you must allocate a card (e.g.
** C-TAP ** RELATION REPORT TMS TERM-ID: DATE: 1234567890 01/06/2012 10:09:20 APPLICATION VERSION: 09.17 TMS Terminal ID: this is the identification number of your payment terminal in the CCV Terminal Date and time when the report was printed CARD BRAND TABLE Transaction processor CCV ** CCV ** ACQUIRER TERM-ID: BRAND MERCHANT ID: CT003298 REL.
5.2 Changing payment card settings The table below lists the various changes you can make to the payment card settings, and the information you need to make each change. The table also states the subsection in this document where you can find detailed instructions on carrying out the change concerned. Change Required information Accepting a payment card 5.2.1 Merchant ID of acquirer Transaction processor (CCV, Equens or Atos Worldline) 5.2.
Vx570 screen Step CONFIGURATION EDIT RELATIONS 6 Select EDIT RELATIONS. 7 Select the transaction processor (CCV, Equens or Atos Worldline) to which you wish to link the payment card. 8 Select ADD BRAND. 9 Select the payment card you wish to add on your payment terminal.
5.2.2 Deleting a payment card Important: You must deactivate the terminal (see subsection 3.6.2) before deleting a payment card. Complete the following steps to delete a payment card: Vx570 screen Step 1 Press the purple function key below the the menu. 2 Select MERCHANT MENU. 3 Enter the merchant password (the default password is 99999) and confirm by pressing . MERCHANT MENU REPORTS FUNCTIONS CONFIGURE 4 Select CONFIGURE. CONFIGURE TERMINAL C-TAP 5 Select C-TAP. 6 Select EDIT RELATIONS.
5.2.3 Changing the Merchant ID for a payment card Important: You must deactivate the terminal (see subsection 3.6.2) before changing the Merchant ID for a payment card. Complete the following steps to change the Merchant ID for a payment card: Vx570 screen Step SALE 1 Press the purple function key below the the menu. 2 Select MERCHANT MENU. 3 Enter the merchant password (the default password is 99999) and confirm by pressing . 4 Select CONFIGURE. 5 Select C-TAP. 6 Select EDIT RELATIONS.
Vx570 screen CHANGE MERCHANT ID UnionPay VISA Maestro Step 9 Select the payment card of which you wish to change the Merchant ID. Only the cards allocated to the transaction processor you selected will be displayed on screen. CHANGE MERCHANT ID MERCHANT ID: ____1234 CHANGE MERCHANT ID MERCHANT ID: ____________________ (1234) 10 Press . 11 Enter the Merchant ID you received from the acquirer, and confirm by pressing . 12 Press several times to return to the start screen.
6 FINANCIAL REPORTS 6.1 Types of financial reports Your payment terminal keeps track of the transactions completed during a specific period (day or shift). This period starts when you activate the terminal, and ends when you deactivate the terminal. The terminal will print the following financial reports (depending on the settings): Financial reports 6.2 E-Journal If the E-Journal is printed, a copy receipt is printed of every transaction completed during the period.
6.3 Printing interim reports Do you want to print an interim report before the end of the period? The subsections below describe how to print an interim totals report and an interim E-Journal, respectively. 6.3.1 Printing an interim totals report Complete the following steps to print an interim totals report: Vx570 screen Step 1 Press the purple function key below the the menu. 2 Select MERCHANT MENU. 3 Enter the merchant password (the default password is 99999) and confirm by pressing .
CCV Holland B.V.
6.3.2 Printing an interim E-Journal Important: The E-Journal is deleted from the terminal memory after printing. Complete the following steps to print an interim E-Journal: Vx570 screen Step SALE 1 Press the purple function key below the the menu. 2 Select MERCHANT MENU. 3 Enter the merchant password (the default password is 99999) and confirm by pressing . 4 Select REPORTS. 5 Select TERMINAL. 6 Select FINANCIAL. 7 Select E-JOURNAL. The terminal will now print the E-Journal.
Westervoortsedijk 55 6827 AT Arnhem E-JOURNAL Date: 01/06/2012 10:09:20 TMS TERM-ID: CSL001 ======================================= JOURNAL: Data and time when you printed the E-Journal; TMS Terminal ID of the payment terminal Terminal: CT380071 Merchant: 423600707814 Period: 2166 Transaction: 00000002 MASTERCARD (A00002301) Card: xxxxxxxxxxxx6015 Card Sequence Nr: 00 Valid thru: 30/04/14 Receipt of a completed transaction SALE Date: 01/06/2012 10:05:15 Auth.
6.4 Changing report settings The E-Journal feature on your payment terminal is activated by default. As standard, the payment terminal will print one receipt upon completion of a transaction. The second receipt (i.e. the copy receipt for your records) is temporarily saved in the payment terminal memory. The terminal will automatically print all copy receipts when you deactivate the terminal. You can activate and deactivate the E-Journal feature yourself.
Vx570 screen E-JOURNAL MAX TRX ENTRIES THRESHOLD ALM. FULL E-JOURNAL MAX TRX ENTRIES: 0 (0) E-JOURNAL MAX TRX ENTRIES: ___ (0) E-JOURNAL MAX TRX ENTRIES THRESHOLD ALM. FULL E-JOURNAL THRESHOLD ALM. FULL: 0 (0) E-JOURNAL THRESHOLD ALM. FULL: ___ (0) E-JOURNAL CHANGE E-JOURNAL SUCCESSFUL CID086A/03012013 Step 7 Select MAX TRX ENTRIES. 8 Press . 9 Enter the maximum number of transactions to be saved in the EJournal memory, and confirm by pressing .
6.4.2 Deactivating the E-Journal feature You can deactivate the E-Journal feature by entering zero as the maximum number of transactions to be saved in the E-Journal memory. Complete the following steps to deactivate the E-Journal feature: Vx570 screen Step SALE OTHER TRX 01.06.12 MAIN MENU DISPLAY INFO MERCHANT MENU SERVICE MENU 1 Press the purple function key below the the menu. 2 Select MERCHANT MENU. 3 Enter the merchant password (the default password is 99999) and confirm by pressing .
6.5 Deleting the E-Journal You can delete the E-Journal without printing it. Complete the following steps to delete the E-Journal: Vx570 screen Step SALE 1 Press the purple function key below the the menu. 2 Select MERCHANT MENU. 3 Enter the merchant password (the default password is 99999) and confirm by pressing . 4 Select FUNCTIONS. 5 Select TERMINAL. 6 Scroll down and select DELETE E-JOURNAL. 7 Enter the merchant password (the default password is 99999) and confirm by pressing .
7 OPTIONAL FEATURES 7.1 Overview of optional features Your payment terminal offers a number of optional features. You can have some of these features activated by the CCV Service Center, while others are only available if permitted by the acquirer. Feature Description Availability Dynamic Currency Conversion With Dynamic Currency Conversion, you can offer foreign customers the option of paying in their own currency.
8 MAINTENANCE AND TECHNICAL PROBLEMS 8.1 Maintaining the payment terminal and PINpad In order to extend the service life of your equipment, it is advisable to clean your payment terminal regularly. This depends on the number of transactions you carry out and the environment in which the payment terminal has been installed. For instance, if you notice that the performance of the card readers is deteriorating, you can use the special-purpose cleaning cards to clean the readers.
8.1.2 Cleaning the PINpad chip card reader Complete the following steps to clean the PINpad chip card reader: 1. 8.1.3 Insert the cleaning card in the PINpad chip card reader. 2. Keep hold of the dark-grey section of the card with one hand as depicted in the above photograph. Then move the transparent section back and forth several times with your other hand.
8.2 Periodic software version control Your payment terminal will periodically contact the CCV Terminal Management System for version control purposes. This procedure is carried out automatically and at night. The Terminal Management System checks the version of the payment terminal software. If a new software version is available, it is installed on the payment terminal. If the version control procedure has been successful, the terminal will print a receipt with the message ‘CONFIGURATION SUCCESSFUL’.
8.3.1 Looking up the TMS Terminal ID and payment terminal code The TMS Terminal ID is the identification number of your payment terminal in the CCV Terminal Management System. You can look up the TMS Terminal ID in your payment terminal. Complete the following steps to look up the TMS Terminal ID: Vx570 screen Step SALE OTHER TRX 1 Press the purple function key below the symbol the menu. MAIN MENU DISPLAY INFO MERCHANT MENU SERVICE MENU 2 Select DISPLAY INFO.
9 SUPPLIES FOR THE PAYMENT TERMINAL 9.1 Ordering supplies You can order supplies for your payment terminal in several different ways: Ordering online: www.ccv.nl, Web Shop • Ordering by telephone: +31 88 228 9849 • Ordering on your payment terminal (printer rolls only) • 9.2 Ordering printer rolls on your payment terminal You can order printer rolls directly on your payment terminal.
10 TERMS AND DEFINITIONS Term Definition Acquirer A payment institution or bank that receives and processes transactions. An acquirer also issues information required for the acceptance of transactions. Acquirer Merchant ID The Merchant ID for a payment card. You need this number to accept a payment card on your payment terminal. Acquirer parameter session A communication session with the acquirer host for the purpose of retrieving acquirer parameters for your payment terminal.
Term Definition Totals report A financial report listing the totals for all transactions carried out during a particular period, specified according to transaction processor, type of payment card and transaction type. Transaction processor The party to whom transaction data are sent in accordance with the Common Terminal Acquirer Protocol (C-TAP). The transaction processor then forwards the transaction data to the correct acquirer for further processing.
11 CONTACT INFORMATION 11.1 CCV phone numbers CCV Service Center (reporting faults and ordering supplies) Ordering supplies online CCV Sales Department 11.2 +31 88 228 9849 www.ccv.nl, Web Shop +31 88 228 9870 CCV opening hours CCV office hours: Monday through Friday 8:30 – 17:00 hrs CCV Service Center: Monday through Friday Saturday Sunday 7:00 – 22:00 hrs 8:00 – 18:00 hrs 9:00 – 17:30 hrs N.B.: The 24-hour service is only available for technical problems that need to be resolved urgently. 11.
