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VeriFone

VX 520 Terminal

Merchant Manual

for XEPT/SEPT410 Application

JULY 2013

Summary of content (44 pages)

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VeriFone VX 520 Terminal Merchant Manual for XEPT/SEPT410 Application JULY 2013
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CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR ANY PARTICULAR PURPOSE. Chase Paymentech Solutions shall not be liable for errors contained herein or for incidental consequential damages in connection with the furnishing, performance, or use of this material. The information contained in this document is subject to change without notice.
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Installation General Information Where to Put the Terminal Select a location for the terminal near a power outlet and a telephone jack that is convenient for the operator and offers adequate ventilation and protection. Certain conditions may damage the terminal or cause it to operate poorly.
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Connecting the Cat5 Cable for Ethernet Processing To connect terminals with a Cat5 Cable: 1. Connect one end of the Cat 5 Cable to the Ethernet port on the terminal. 2. Connect the other end of the Cat 5 Cable to the Ethernet wall jack or router. Note: The Vx520 is labeled ETH. Connecting the Power Pack Warning! Do not plug into an outdoor outlet or operate the terminal outdoors. Operating the terminal in direct sunlight may damage the terminal, as can other outdoor factors.
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Connecting a PINpad Warning! Ensure that the terminal is disconnected from the power source before plugging in the PINpad. If the terminal is already connected to the power source, the terminal will not recognize the PINpad when plugged in and will erase the encryption. 1000SE, SC5000, and Vx810/Vx805/Vx820 PINpad: 1. If necessary, insert the small modular plug on one end of the PIN pad cable into the modular jack on the PIN pad. (see illustration below for Vx810/Vx805/Vx820) 2.
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Everest Plus, Omni 7000 and Mx830 PINpad: 1. Connect the Data Cable to Port 2 on the Multi-port cable. 2. Connect the other end of the Data Cable to the PINpad port on the rear of the terminal. 3. Connect the Multi-port cable to the bottom of the Everest/. 4. Connect the Everest/Omni 7000/Mx830 power pack to the power port on the Multi-port cable. 5. Connect the VeriFone Terminal to the terminal power source. Everest Plus Firmware Verification: Press Enter and 7 at the same time.
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Vx510 Dual Comm Vx510 Dual Comm Ports The Vx510 diagram below is shown from underneath with the paper roll cradle at the top.
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Vx520 CTLS Vx520 Ports 10/100BaseT Ethernet/IP port MiniUSB port *not supported USB port *not supported Power Dial Modem RS232 port Note: there is a rear cover on the Vx520 that is used for cable management.
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Vx570 Vx570 Ports Power - Located on side of terminal USB 10BaseT Ethernet Not supported RS232 Dial Modem PINpad March 2013 Verix SEPT410 & XEPT410 User Manual CONFIDENTIAL – Chase Paymentech Solutions, LLC - CONFIDENTIAL 7
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Vx610 After unpacking a new device, install the battery and connect the plug the terminal into a power source for 6 hours. It is recommended to fully discharge the battery periodically and/or perform a battery conditioning. The terminal automatically enters sleep mode after 10 minutes of inactivity, and then turns off after 15 additional minutes of inactivity, when running on battery power.
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Turning the Vx610 On and Off Off – Hold down [Cancel] for approximately 5 seconds. The Vx610 can only be turned off when it is running on battery. When plugged in to a power source, it can not be turned off. On - Hold down [Enter] for approximately 5 seconds. Wait approximately 1 minute for communications to re-establish. Vx610 Wireless Icons Wireless icons located on the SoftPay idle screen alert the user of the terminal status.
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Battery Conditioning Perform battery conditioning to maximize battery life. The process will take several hours and the device must be connected to power.
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Transactions Shading indicates prompts or menus that display based on how the terminal is setup. Sale Sale Display Action Sale F2 Settlement F3 Void F4 Amount: $ 0.00 Total: $X.XX Card Entry or Account Number: Sale Yes F1 Total: No F2 Press [F2] to select sale. Key in amount and press [Enter]. Swipe or manually key the card and press [Enter]. Customer or Merchant confirms the amount. Press [F1] for yes, [F2] for no. Note: cannot be disabled. X.XX Tap, swipe or manually key the card and press [Enter].
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Auth Only An Auth Only provides an approval, but does not charge the cardholder until the transaction has been added to the batch through a Force. Auth Only Display Action Sale F2 Settlement F3  Void F4 EBT Bal Inq F1 Auth Only F2 Phone Order F3  Other Setup F4 Amount: $ 0.00 Total: $X.XX Card Entry or Account Number: Sale Yes F1 Total: No F2 Press [] 2 times. Press [F2] to select auth only. If EBT is not enabled press [F1] for auth only. Key in amount and press [Enter].
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Force A force sale is used when the authorization of a sale is obtained over the phone or complete an auth only, and is not supported for Debit transactions. Force Display Action Sale F2 Settlement F3  Void F4 Refund F1 Force F2 Reprint F3  Check F4 Amount: $ 0.00 Total: $X.XX Card Entry or Account Number: Sale Yes F1 Total: No F2 Press []. Press [F2] to select force. Key in amount and press [Enter]. Swipe or manually key the card and press [Enter]. Customer or Merchant confirms the amount.
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Refund Follow the following procedures to perform a refund transaction: Refund Display Action Sale F2 Settlement F3  Void F4 Refund F1 Force F2 Reprint F3  Check F4 Amount: $ 0.00 Total: $X.XX Card Entry or Account Number: Sale Yes F1 Total: No F2 Press [F1] to select refund. Key in amount and press [Enter]. Swipe or manually key the card and press [Enter]. Customer or Merchant confirms the amount. Press [F1] for yes, [F2] for no. Note: cannot be disabled. X.XX Sale Total: Press [].
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Void Follow the following procedure to perform a void transaction. Display  Void Last Trans? Action Sale Settlement Void Yes No Void F2 F3 F4 F1 F2 Settl F1 Revrsl F2 Select Batch Retrieve By? Total $ Inv #: XXX [Card Type] [Tran Type] [Card number] $ X.XX Processing… APPROVED XXXXX Inv# F1 Acct# F2 X.XX Yes F1 No F2 Next F3 Press [F4] to select Void. Press [F1] to void last transaction. Press [F2] to search by invoice or account number. Press [F1] for current transactions in the batch.
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Tip Adjust Use the following procedure to perform a tip adjustment to a credit card transaction: Display Action nd Sale F2 Settlement F3  Void F4 Retrieve By: Clrk/Srvr F1 Amt F2 Acct F3 Inv# F4 Press the [TIP] hot key (2 Inv #: XXX [Card Type] Adj [Tran Type] [Card number] $ X.XX Tip Amount: New Tip: $ Approved XXXXXX Press [F1] to adjust displayed transaction. Press [F2] to scroll to the previous transaction. Press [F3] to scroll to the next transaction. Press [F4] to search by invoice number.
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Close Tab Display    Retrieve By: Action Sale Settlement Void Refund Force Tab Reprint Open Tab Close Tab Tab Report Inv #: XXX [Card Type] Open Tab [Card number] $ X.XX Close Tab Cnfrm Same Card Amount: New Amt: $ Processing… F2 F3 F4 F1 F2 F3 F4 F2 F3 F4 Press []. Press [F3] to select tab. Press [F3] to select close tab. Inv# F1 Acct# F2 Press [F1] to retrieve by invoice number. Press [F2] to retrieve by account number. YesF1 No F2 Next F3 Press [F1] to select displayed transaction.
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Delete Tab Display Action Sale Settlement  Void Refund Force Tab  Reprint Open Tab Close Tab  Tab Report Force Open Tab Delete Tab Retrieve By: Inv# Acct# Inv #: XXX [Card Type] Open Tab [Card number] $ X.XX Tab deleted 7-8 F2 F3 F4 F1 F2 F3 F4 F2 F3 F4 F1 F2 F1 F2 YesF1 No F2 Next F3 Press []. Press [F3] to select tab. Press []. Press [F2] to select delete tab. Press [F1] to retrieve by invoice number. Press [F2] to retrieve by account number. Press [F1] to select displayed transaction.
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Gift Card Gift cards are pre-paid, magnetic-stripe cards that the cardholder may use for the purchase of goods or services at a point of sale. Issuance Follow the following procedures to perform an issuance: Display Action Sale F2 Settlement F3  Void F4 Issue Add Value F2 Redemption F3  Balance Inquiry F4 Number of Cards: 1 Card Entry or Account Number: Amount: $ 0.00 Processing… APPROVED rd Press the Gift Card hot key, the 3 purple key from the left. Press [F2] to select issue add value.
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Block Activation Follow the following procedure to perform a block activation: Display Action Sale F2 Settlement F3  Void F4 Issue Add Value F2 Redemption F3  Balance Inquiry F4 Block Activate F1 Force Activate F2 Deactivation F3  Reactivation F4 Number of Cards: 1 Card Entry or Account Number: Amount: $ 0.00 Processing… APPROVED rd Press the Gift Card hot key, the 3 purple key from the left. Press [] 2 times. Press [F1] to select block activate.
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Add Tip Add Tip is used when the customer paid the purchase with a gift card and indicated a tip in addition to the purchase. Add tip transaction must be linked to the original redemption transaction, and the tip amount will be deducted from the save gift card’s account. Follow the following procedure to perform an Add Tip transaction.
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Force Issuance, Redemption and Activation Follow the following procedure to perform a Force Issuance, Force Redemption and Force Activation.
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Reactivation Follow the following procedure to perform a Reactivation. Display Action Sale F2 Settlement F3  Void F4 Issue Add Value F2 Redemption F3  Balance Inquiry F4 Block Activate F1 Force Activate F2 Deactivation F3  Reactivation F4 Card Entry or Account Number: Amount: $ 0.00 Processing… APPROVED XXXXXX March 2013 rd Press the Gift Card hot key, the 3 purple key from the left. Press [] 2 times. (3 times for restaurant) Press [F4] to select reactivation.
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Check Transactions This transaction verifies a check at the point of sale. These transactions are not captured in the batch, are not on reports and do not print receipts. Host: Paymentech (PNS SCAN) Display Check Host: PAYM Action Sale Settlement Void Refund Force Reprint Check Prev Next Slct Exit F2 F3 F4 F1 F2 F3 F4 F1 F2 F3 F4 Check Swipe check or Enter router number Check Account number Check Amount: $ 0.00 Check OK $xx.xx [Appr Code] Press [] to scroll menu. Press [F4] to select Check.
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Host: Telecheck B Display Action Sale F2 Settlement F3 Void F4 Refund F1 Force F2 Reprint F3 Check F4 Check Prev F1 Host: Next F2 PAYM Slct F3 Exit F4 Check Prev F1 Host: Next F2 TELECHK B Slct F3 Exit F4 TeleCheck-B Psnl F1 Select Chk Type Comp F2 TeleCheck-B Driver’s License TeleCheck-B State Code TeleCheck-B Check Number TeleCheck-B Amount: $ 0.00 TeleCheck-B Approved xxxx Press [] to scroll menu. Press [F4] to select Check. Press [F2] twice. Press [F3] to select TELECHK B.
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Host: Certegy B Display Action Sale F2 Settlement F3 Void F4 Refund F1 Force F2 Reprint F3 Check F4 Check Prev F1 Host: Next F2 PAYM Slct F3 Exit F4 Check Prev F1 Host: Next F2 Certegy-B Slct F3 Exit F4 Certegy-B Driver’s License Certegy-B State Code Certegy-B BirthDate MMDDYY Certegy-B Swipe check or Enter router number Certegy-B Account number Certegy-B Check Number Certegy-B Amount: $ 0.00 Certegy-B OK xxxxxx Press [] to scroll menu. Press [F4] to select Check. Press [F2] 4 times.
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Host: CheckCare Display Action Sale F2 Settlement F3 Void F4 Refund F1 Force F2 Reprint F3 Check F4 Check Prev F1 Host: Next F2 PAYM Slct F3 Exit F4 Check Prev F1 Host: Next F2 CHECKCARE Slct F3 Exit F4 CheckCare MICR Number CheckCare Check Number CheckCare Amount: $ 0.00 CheckCare Approved xxxx March 2013 Press [] to scroll menu. Press [F4] to select Check. Press [F2] 6 times. Press [F3] to select CHECKCARE. Key check router number/account number/check number and press [Enter].
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Optional Prompts – Credit, Debit, EBT and Gift Card Optional prompts are defined by the terminal setup or the card type/transaction type being used. Optional Prompts Terminal Display Action Transaction Types Credit, Debit, EBT Gift Card Prior to Amount Prompt [Type] Password: Key password and press Enter.
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Terminal Display Action Transaction Types Credit, Debit, EBT Select Tip Amt xx% = x.xx F1 xx% = x.xx F2 xx% = x.xx F3 Other Amount F4 Select the desired Tip amount or press F4 to Print a tip line on the receipt. Sale Force [Type] CASHBACK? Yes F1 No F2 Press F1 for cashback Press F2 for no cashback Debit [Type] Select Cashback $10 F1 $20 F2 $40 F3 $50 F4 Customer selects the desired Cashback amount. Debit Enter PIN Key PIN number and press Enter.
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Terminal Display Action Transaction Types Credit, Debit, EBT press Enter. Note: Swiped transactions only. Tran Ref: Terminal Fee $ X.XX Force Auth Only Void Activation Balance Inquiry Force Issuance Force Activation Force Redemption Force Redemption Reactivation Block Activation Issuance Activation / Block Act Redemption Force Issuance Force Activation Force Redemption Deactivation Reactivation Key transaction reference number and press Enter.
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Terminal Display Action Transaction Types Credit, Debit, EBT Press F1 to confirm amount. Press F2 to cancel. Debit Refund Customer Number: Key customer number and press Enter. Note: Commercial or purchase cards only. Sale Tax Amt: $ 0.00 Key tax amount and press Enter. Note: Commercial or purchase cards only. Sale [CARD TYPE] If prompted, enter the shipping destination ZIP code and press Enter. Note: Commercial or purchase cards only.
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Error Messages Application Processing Messages Error Explanation Action Accumulator err The terminal is not able to update the local transaction totals. Escalate to TPS. Address Unavail AVS could not be validated. Either accept the transaction with failed AVS or cancel the current transaction. Retry the transaction and key the correct Address. AddZip Mismatch Neither the address nor zip code keyed matched the address and zip code.
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Error Explanation Action Close Batch Displays when the batch is more than 90% full between transactions. When the batch is full, the Batch Full message displays until the batch is closed. Perform a batch settlement. Download Failed Displayed after a download does not complete because of a connection lost or no host response. Retry the download. Empty Batch Displays if the current batch is empty and a report is requested that displays or prints the transactions in the batch.
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Error Explanation Action No Manual Entry The current transaction type does not allow manual entry of the card number.  Retry the transaction by swiping the card.  If the mag stripe is bad and cannot be swiped, ask for another form of payment.  Confirm Bin range setting for the card type. No Match Found No transaction was found with the requested amount. Attempt to retrieve the transaction by other criteria. No Resp From Pad The terminal did not receive expected data (SYN) from ISDN Pad.
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Error Explanation Action Table Init Error The terminal encounters an error in one of the terminal records after a download.  Verify there are no parameter conflicts in the download file. For example, if table number is enabled in retail or if the BIN range is missing a field.  Fix conflict and perform a partial download. Or, rebuild download file and perform a full download. Track not found There is no track on the card, or the track is unreadable.
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Error Explanation Action 1009: VCS_ERR_CONN_F AILED Comm. Server is unable to connect to the host due to: Network failure, Host is not running, Host IP Address or URL information is incorrect, the port number is incorrect, firewall is blocking network traffic, the host is unable to connect via SSL to the comm. server, user name, password, mid and tid could be wrong.  Retry the transaction.  If error persists, verify file and perform a full download.
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Error Explanation Action No Host Response The terminal did not receive expected data (ENQ) from the host.      No Line Download has failed because the terminal does not recognize a working phone line.  Verify phone cord is connected and has a dial tone.  Verify PABX is present if needed.  Verify download phone number. Phone Num Flds Empty The Primary and Secondary Authorization and settlement phone number fields are blank.  Update download file with correct auth/settlement numbers.
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Ethernet Error HTTP 40x (most likely 404) Explanation No internet connection or internet connectivity problems Action      Verify if one terminal or several terminals are receiving the error. Retry transaction. Paste URL https://netconnect.paymentech.net/NetConnect/c ontroller into web browser. If you see “Get Not Supported by the NetConnect Gateway” if the NetConnect application is running. If the merchant has a browser on the same PC as the point-of-sale, ask them to go to www.google.com.
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Error 514 Call Helpdesk Explanation The PNS number/Merchant ID is not a known NetConnect MID. Action  Use the NetConnect Tool to verify the MID, TID, username and password setup with the equivalent parameters in the download file. If incorrect, update and perform a partial download.  Verify that the username and password are between 8-32 characters including a number. Special characters _ and – are permitted.  Verify that the NetConnect URL’s in the download file are correct.
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Error 519 Call Helpdesk Explanation The merchant number and/or TID passed in the MIME header did not match the merchant number and/or TID in the NetConnect Authentication tool. Action  Use the NetConnect Tool to verify the MID, TID, username and password setup with the equivalent parameters in the download file. If incorrect, update and perform a partial download.  Verify that the username and password are between 8-32 characters including a number. Special characters _ and – are permitted.
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Error Explanation Action Host Conn Err: 2901 No IP was assigned to the terminal when the merchant profile is setup for DHCP.  Ask merchant to verify that the router connected to the terminal is configured for DHCP.  Verify the download file has DHCP enabled and perform a partial if necessary.  Recycle the power to the router and then the terminal to attempt to get an IP address from the router.
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Address Verification Service – AVS Response Codes Use the following table to verify the AVS response on receipts.