Verifone Vx520 - E-Payment Solutions · Technical Support (800) 966-5520 - Option 3 Customer Service (800) 966-5520 - Option 4 Verifone Vx520 Restaurant/Retail Quick Reference Guide

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VerifoneVx520Restaurant/RetailQuick Reference Guide

CREDIT CARD SALEDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Swipe the credit card.

Sale F1

F2

F3

Server ID: F4

2. Enter server number if prompted, then press ENTER.RESTAURANT ONLY.

Sale F1

F2

F3

Amount: $ F4

3. Enter sale amount, then press ENTER.

Sale F1

Total: 0.00 F2

F3

Tip: 0.00 F4

4. Enter tip amount, then press ENTER.RESTAURANT ONLY.

Sale Credit F1

Choose Card: Debit F2

F3

F4

5. Choose type of card you wish to process using the F keys located to the right of the display.PROMPT WILL VARY BASED ON ACCEPTED CARD TYPES.

Sale F1

Total: 0.00 F2

Connected... F3

F4

6. The terminal will connect and send the transaction through and receive an authorization.

Sale YES F1

PRNT CUST COPY? NO F2

F3

F4

7. When prompted to print a receipt, select your choice using the F keys located to the right of the display.SCREEN ONLY AVAILABLE WHEN AUTOMATIC 2ND RECEIPT PRINT IS DISABLED.

MANUALLY KEYED IN SALEDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press F2 to select Sale.

Sale F1

F2

F3

Server ID: F4


Sale F1

F2

F3

Amount: $ F4


MANUALLY KEYED IN SALE (CONT.)

Display Action

Sale F1

Total: 0.00 F2

F3

Tip: 0.00 F4


Sale F1

0.00 F2

Card Entry/Account #: F3

F4

5. Type in the card number, then press ENTER.

Sale Credit F1


F3

F4

6. Choose the type of card you wish to process using the F keys located to the right of the display.PROMPT WILL VARY BASED ON ACCEPTED CARD TYPES.

Sale F1

F2

F3

Exp Date (MMYY) F4

7. Enter the card’s expiration date following the format of MMYY, then press ENTER.

Sale YES F1

Card Present? NO F2

F3

F4

8. If customer card is present, choose YES and proceed to step 10. If customer card is not present, choose NO and go to next step.

Sale YES F1

Phone Order? NO F2

F3

F4

9. Indicate whether or not this is a phone order using the F keys located to the right of the display.

Sale Skip F1

Enter CVV2 Code

Present F2

XRead F3

XPresent F4

10. If you choose Present, enter the CVV2 code on the back of the customer card, or the front of American Express cards. If card is not present or cannot be read, proceed to the next step.

Sale F1

F2

F3

Address: F4

11. Enter the house or P.O. Box number of the card’s billing address, then press ENTER. Next, enter the zip code of the card’s billing address, then press ENTER.NOT AVAILABLE ON ALL TERMINALS.

Sale F1

Total: 0.00 F2

Connected... F3

F4


Sale YES F1


F3

F4


NFC SALEDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4


Sale F1

F2

F3

Server ID: F4


Sale F1

F2

F3

Amount: $ F4


Sale F1

Total: 0.00 F2

F3

Tip: 0.00 F4


Sale $0.00 F1

F2


F4

5. Hold the device near the terminal. An audible alert will let you know the transaction has been picked up.

Sale F1

Total: 0.00 F2

Connected... F3

F4


Sale YES F1


F3

F4


NFC SALE VISUAL AID

LOGO

F1

F2

F3

F4

NFC SALEDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4


Sale F1

F2

F3

Server ID: F4


Sale F1

F2

F3

Amount: $ F4


Sale F1

Total: 0.00 F2

F3

Tip: 0.00 F4


Sale $0.00 F1

F2


F4

5. Hold the device near the terminal. An audible alert will let you know the transaction has been picked up.

Sale F1

Total: 0.00 F2

Connected... F3

F4


Sale YES F1


F3

F4


NFC SALE VISUAL AID

LOGO

F1

F2

F3

F4

EMV CARD SALEDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4


Sale F1

F2

F3

Server ID: F4


Sale F1

F2

F3

Amount: $ F4


Sale F1

Total: 0.00 F2

F3

Tip: 0.00 F4


Sale F1

0.00 F2


F4

5. Insert chip card into card slot at the front of the terminal. Card will click into place. DO NOT REMOVE CARD UNTIL PROMPTED!

Sale F1

Total: 0.00 F2

Connected... F3

F4


Sale F1

F2

F3

Remove Card F4

7. Remove card when prompted and terminal will display “Return Terminal to Clerk.”

Sale YES F1


F3

F4


EMV SALE VISUAL AID

TICKET ONLY/FORCED SALEDisplay Action

Ticket Only F1

Settlement F2

Auth Only F3

Check F4

1. Press the DOWN key located on the left hand side, just above the number pad, then press F1 to select Ticket Only.

Ticket Only F1

F2

F3

Server ID: F4


Ticket Only F1

F2

F3

Amount: $ F4


Ticket Only F1

Total: 0.00 F2

F3

Tip: 0.00 F4


Ticket Only $0.00 F1

F2


F4

5. Swipe the card, insert chip card, or key in the card number, then press ENTER.

Ticket Only Credit F1


F3

F4


Ticket Only F1

F2

F3

Exp Date (MMYY) F4

7. Enter the card’s expiration date following the format of MMYY, then press ENTER.

Ticket Only F1

XXXXXXXXXXXX1234LAST/FIRST

F2

F3

Order Number: F4

8. Enter the order number, then press ENTER.

Ticket Only F1

Total: $0.00 F2

F3

Appr Code: F4

9. Enter the 6 digit authorization code given to you by the voice auth center. Then press ENTER. The terminal will print the merchant’s receipt.

IF A LETTER IS NEEDED, YOU MUST PRESS THE CORRESPONDING NUMBER KEY FOLLOWED BY ALPHA TO TOGGLE THE CORRECT SELECTION.

Ticket Only YES F1


F3

F4


VOIDDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press F4 to select Void.USE PASSWORD AT THE END OF THIS DOCUMENT IF PROMPTED.

Void YES F1

Void Last Trans? NO F2

F3

F4

2. Press F1 to void the last successful transaction. Press F2 to void a previously run transaction from the current batch.

Void Inv# F1

Void By: Acct# F2

F3

F4

3. If you selected NO, you can search the transaction by Invoice Number or Account Number using the F keys located to the right of the display.

Void F1

F2

F3

Last 4 Digits: F4

4. If you select Acct#, enter the last 4 digits of the credit card number and press ENTER.

Void YES F1

CARD TYPETRANS TYPEINV# $0.00Last 4 of CC#Exp Date

NO F2

Next F3

F4

5. If you selected YES, the transaction information is displayed. Using the F keys you can void the displayed transaction or move to the next one in the batch.

Void YES F1


F3

F4


REPORTSDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press the REPORTS key located on the right hand side, just above the number pad.

REPORTS F1

Totals Report F2

Detail Report F3

Store Fwd Rpt F4

Total: shows dollar amounts only.Detail: shows card and transactional info with amounts.

2. Using the F keys located to the right of the display, select the report you want to print.ADDITIONAL REPORTS AVAILABLE BY PRESSING THE DOWN KEY.

Server Reports F1

Shift Reports F2

Unadjust Report F3

Batch History F4

3. Using the F keys located to the right of the display, select the report you want to print.

REFUNDDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press F3 to select Refund.USE PASSWORD AT THE END OF THIS DOCUMENT IF PROMPTED.

Refund F1

F2

F3

Server ID: F4


Refund F1

F2

F3

Amount: $ F4

3. Enter refund amount, then press ENTER.

Refund $0.00 F1

$0.00 F2


F4


Refund Credit F1


F3

F4


Refund YES F1


F3

F4


REPRINTDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press the REPRINT key located 2nd from the right, just above the number pad.

REPRINT F1

Last Receipt F2

Any Receipt F3

F4

2. Press F2 to reprint the last transaction’s receipt.

Press F3 to look up and reprint any other receipt.

Reprint Any Rcpt F1

F2

F3

Invoice Number: F4

3. If you pressed F3, enter the invoice number found on the merchant copy of the receipt you wish to reprint, then press ENTER.YOU CAN PRINT A DETAIL REPORT TO GET THE INVOICE NUMBER IF NEEDED.

REFUNDDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press F3 to select Refund.USE PASSWORD AT THE END OF THIS DOCUMENT IF PROMPTED.

Refund F1

F2

F3

Server ID: F4


Refund F1

F2

F3

Amount: $ F4

3. Enter refund amount, then press ENTER.

Refund $0.00 F1

$0.00 F2


F4


Refund Credit F1


F3

F4


Refund YES F1


F3

F4


REPRINTDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press the REPRINT key located 2nd from the right, just above the number pad.

REPRINT F1

Last Receipt F2

Any Receipt F3

F4

2. Press F2 to reprint the last transaction’s receipt.

Press F3 to look up and reprint any other receipt.

Reprint Any Rcpt F1

F2

F3

Invoice Number: F4

3. If you pressed F3, enter the invoice number found on the merchant copy of the receipt you wish to reprint, then press ENTER.YOU CAN PRINT A DETAIL REPORT TO GET THE INVOICE NUMBER IF NEEDED.

SETTLEMENTDisplay Action

Ticket Only F1

Settlement F2

Auth Only F3

Check F4

1. Press the DOWN key located on the left hand side, just above the number pad, then press F2 to select Settlement.

Settlement F1

Sales: $ $0.00Refunds: $ $0.00Totals: $ $0.00Enter to Confirm

F2

F3

F4

Verify totals and press ENTER. Terminal will dial out and close the day’s transactions.SOME TERMINALS MAY REQUIRE THE TOTAL SALES DOLLAR AMOUNT BE ENTERED BEFORE YOU PRESS ENTER.

TIP ADJUST (NOT AVAILABLE ON EMV SALES)

Display Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press the REPORTS key located on the right hand side, just above the number pad.

Tip Adjust Srvr F1

Retrieve By: Amt F2

Acct F3

Inv# F4

Press F4 to find the sale by the invoice number.

Tip Adjust F1

F2

F3

Invoice Number: F4

Enter the invoice number from the receipt, then press ENTER.

Tip Adjust Adj F1

CARD TYPETRANS TYPEINV# $0.00Appr CodeExp Date

Prev F2

Next F3

Inv# F4

Press F1 to select Adj in order to adjust the transaction currently displayed.

Tip Adjust F1

F2

Tip Amount: $ 0.00 F3

New Tip: $ F4

Enter the tip amount and press ENTER.

Tip Adjust F1

F2

F3

Approved F4

Screen will display the total of the transaction, including the tip that you just added. Press CANCEL to return to idle prompt.

ENTER EGIFTSOLUTIONS Display Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press *,’ ” to exit the credit card app.

01/01/15 12:00 F1

CommServer F2

ELECPAYMENTS F3

EPAYMENTS F4

2. Press F4.

Display Action

01/01/15 12:00 F1

GIFTSOLUTIONS F2

CLERK FUNC F3

CUST SERVICE F4

3. Press F2 to enter the eGiftSolutions app.

GIFTSOLUTIONS F1

GIFT F2

LOYALTY F3

F4

4. Choose the type of card you wish to process using the F keys located to the right of the display.

ADDING SERVER NUMBERSDisplay Action

01/01/15 12:00 F1

Sale F2

Refund F3

Void F4

1. Press ENTER to access configuration menu.

CONFIGURATION F1

Setup F2

Servers F3

Menus/Keys F4

2. Press F3 to select Servers.

CONFIGURE SERVER F1

Log On Server F2

Log Off Server F3

Add Server F4

3. Press F4 to select Add Server.

Add Servr F1

F2

F3

Password: F4

4. Enter the password at the end of this document, then press ENTER.

Add Servr F1

F2

F3

Server ID: F4

5. Enter the desired server number, then press ENTER. Enter the desired password for this server and press ENTER. Reenter the password to verify, then press ENTER.NOT AVAILABLE ON ALL TERMINALS.

GIFT CARD REDEEMDisplay Action

GIFTSOLUTIONS F1

REDEEM F2

ACTIVATE F3

ADD VALUE F4

1. Press F2 to select REDEEM.

GIFTSOLUTIONS F1

REDEEM F2

Swipe Or Insert Card Or Enter Manually:

F3

F4

2. Swipe the card or key in the card number, then press ENTER.

GIFTSOLUTIONS F1

REDEEM F2

Enter Server ID# F3

F4

3. Enter server number if prompted, then press ENTER.

RESTAURANT ONLY.

GIFTSOLUTIONS F1

REDEEM F2

Enter Amt: $ 0.00 F3

F4


GIFTSOLUTIONS F1

REDEEM F2

Enter Tip: $ 0.00 F3

F4

5. Enter tip amount, then press ENTER.

GIFTSOLUTIONS F1

REDEEM F2

Connecting... F3

F4


GIFTSOLUTIONS F1

Print Customer Receipt?

Yes F2

No F3

F4

7. Press F2 to print a customer copy, or F3 to cancel and return to the home screen.

ACTIVATE A NEW CARDDisplay Action

GIFTSOLUTIONS F1

REDEEM F2

ACTIVATE F3

ADD VALUE F4

1. Press F3 to select ACTIVATE.

GIFTSOLUTIONS F1

ACTIVATE F2


F3

F4


GIFTSOLUTIONS F1

REDEEM F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

ACTIVATE A NEW CARD (CONT.)

Display Action

GIFTSOLUTIONS F1

ACTIVATE F2


F4


GIFTSOLUTIONS F1

ACTIVATE F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


VOID/RETURNDisplay Action

GIFTSOLUTIONS F1

VOID F2

BALANCE INQUIRY F3

TIP F4

1. Press the DOWN key located on the left, just above the number pad, then press F2 to select VOID.

GIFTSOLUTIONS F1

VOID F2


F3

F4


GIFTSOLUTIONS F1

VOID F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

VOID F2

Enter Trans# F3

F4

4. Enter transaction number, then press ENTER.

GIFTSOLUTIONS F1

Void the transactionAmount: $ 0.00Trans Id: 123456Confirm?YES NO

F2

F3

F4

5. The transaction information is displayed. Press DOWN to confirm, or REPORTS to cancel.

GIFTSOLUTIONS F1

VOID F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


DEACTIVATE CARDDisplay Action

GIFTSOLUTIONS F1

DEACTIVATE F2

BALANCE TRANSFER F3

STORE CREDIT F4

1. Press the DOWN key twice, then press F2 to select DEACTIVATE.

DEACTIVATE F1

DEACTIVATE-WOREFUND F2

DEACTIVATE-WREFUND F3

F4

2. Press F2 if you are not issuing a refund on the balance of the card. Press F3 to have the receipt print the remaining balance.

GIFTSOLUTIONS F1

DEACTIVATE F2


F3

F4


GIFTSOLUTIONS F1

DEACTIVATE F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

DEACTIVATE F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


STORE CREDITDisplay Action

GIFTSOLUTIONS F1

DEACTIVATE F2

BALANCE TRANSFER F3

STORE CREDIT F4

1. Press the DOWN key twice, then press F4 to select STORE CREDIT.

GIFTSOLUTIONS F1

STORE CREDIT F2


F3

F4


GIFTSOLUTIONS F1

STORE CREDIT F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

STORE CREDIT F2


F4

4. Enter the amount you are issuing in store credit, then press ENTER.

ADD FUNDS TO CARDDisplay Action

GIFTSOLUTIONS F1

REDEEM F2

ACTIVATE F3

ADD VALUE F4

1. Press F4 to select ADD VALUE.

GIFTSOLUTIONS F1

ADD VALUE F2


F3

F4


GIFTSOLUTIONS F1

REDEEM F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

ADD VALUE F2


F4

4. Enter the amount to add to the card, then press ENTER.

GIFTSOLUTIONS F1

ADD VALUE F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


BALANCE INQUIRYDisplay Action

GIFTSOLUTIONS F1

VOID F2

BALANCE INQUIRY F3

TIP F4

1. Press the DOWN key located on the left, just above the number pad, then press F3 to select BALANCE INQUIRY.

GIFTSOLUTIONS F1

BALANCE INQUIRY F2


F3

F4


GIFTSOLUTIONS F1

BALANCE INQUIRY F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

BALANCE INQUIRY F2

Connecting... F3

F4


STORE CREDIT (CONT.)

Display Action

GIFTSOLUTIONS F1

STORE CREDIT F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


RE-ISSUE OLD CARDDisplay Action

GIFTSOLUTIONS F1

RE-ISSUE F2

REPORTS F3

BATCH FUNC F4

1. Press the DOWN key three times, then press F2 to select RE-ISSUE.

GIFTSOLUTIONS F1

RE-ISSUE F2


F3

F4

2. Swipe the new card or key in the card number, then press ENTER.

GIFTSOLUTIONS F1

RE-ISSUE F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

RE-ISSUE F2

Swipe Old Card Or Enter Manually:

F3

F4

4. Swipe the old card or key in the card number, then press ENTER.

GIFTSOLUTIONS F1

RE-ISSUE F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


REPORTSDisplay Action

GIFTSOLUTIONS F1

RE-ISSUE F2

REPORTS F3

BATCH FUNC F4

1. Press the DOWN key three times, then press F3 to select REPORTS.

GIFTSOLUTIONS F1

RE-ISSUE F2


F3

F4

2. Using the F keys located to the right of the display, select the report you want to print.

BALANCE TRANSFERDisplay Action

GIFTSOLUTIONS F1

DEACTIVATE F2

BALANCE TRANSFER F3

STORE CREDIT F4

1. Press the DOWN key twice, then press F3 to select BALANCE TRANSFER.

GIFTSOLUTIONS F1

BALANCE TRANSFER F2


F3

F4

2. Swipe the card receiving the balance or key in the card number, then press ENTER.

GIFTSOLUTIONS F1

BALANCE TRANSFER F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

BALANCE TRANSFER F2


F4

4. Enter the amount to transfer to the new card, then press ENTER.

GIFTSOLUTIONS F1

BALANCE TRANSFER F2

Swipe Second Card Or Enter Manually:

F3

F4

5. Swipe the card sending the balance or key in the card number, then press ENTER.

GIFTSOLUTIONS F1

BALANCE TRANSFER F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


BATCH FUNCTIONSDisplay Action

GIFTSOLUTIONS F1

BATCH FUNC F2

F3

F4

1. Press the DOWN key four times, then press F3 to select REPORTS.

GIFTSOLUTIONS F1

BATCH REVIEW F2

BATCH CLOSE F3

F4

2. Press F2 to review each transaction in the current batch. Press F3 to close the current batch. USE PASSWORD AT THE END OF THIS DOCU-MENT IF PROMPTED.

ADDING A TIPDisplay Action

GIFTSOLUTIONS F1

VOID F2

BALANCE INQUIRY F3

TIP F4

1. Press the DOWN key located on the left, just above the number pad, then press F4 to select TIP.

GIFTSOLUTIONS F1

TIP F2

Enter Server ID# F3

F4


RESTAURANT ONLY.

GIFTSOLUTIONS F1

TIP F2

Enter Trans# F3

F4

3. Enter transaction number, then press ENTER.

GIFTSOLUTIONS F1

TIP F2

Enter Tip: $ 0.00 F3

F4

4. Enter the tip amount, then press ENTER.

GIFTSOLUTIONS F1

TIP F2

Connecting... F3

F4


GIFTSOLUTIONS F1


Yes F2

No F3

F4


CONTACT CUSTOMER SERVICE, ORDER PAPER OR CARDSDisplay Action

01/01/15 12:00 F1

GIFTSOLUTIONS F2

CLERK FUNC F3

CUST SERVICE F4

1. Press CANCEL twice to exit the GIFTSOLUTIONS app, the press F4 to select CUST SERVICE.

CUST SERVICE F1

HELP DESK F2

ORDER PAPER F3

ORDER CARDS F4

2. Using the F keys located to the right of the display, select function you require.

IMPORTANT NOTES

Manager’s Password is 1, ALPHA, ALPHA, 6, 6, 8, 3, 1.For additional help or questions, contact:

Technical Support(800) 966-5520 - Option 3

Customer Service(800) 966-5520 - Option 4

www.electronicpayments.com

MERCHANT NOTES/MERCHANT NUMBER

Documents

Verifone Vx520 - E-Payment Solutions · Technical Support (800) 966-5520 - Option 3 Customer Service (800) 966-5520 - Option 4 Verifone Vx520 Restaurant/Retail Quick Reference Guide