Forte VX 520 Quick Reference Manual

VX 520

Quick Reference Guide

v1.0

Howdy,

Welcome to Forte!

This is your VX 520 Quick Reference Guide, a helpful and handy document that can walk you through the easy setup and common operations of your device.

This guide shouldn’t have come alone. Make sure you also received the correct point of sale device(s) that you ordered.

If you have any questions, you can ﬁ nd our contact information listed on the back of this guide.

Thanks for choosing us as your payment provider. We’re thrilled to oﬀ er you a reliable and secure, swift and smooth payments experience. Let’s get started.

Sincerely,

Forte Payment Systems

Table of Contents

Terminal Setup

Hybrid Terminal Setup - (RS232)

Hybrid Terminal Setup - (Mini USB)

Standalone Terminal Setup

Sale

Manual Keyed Entry Sale

Refund

Forced Sale

Void

Reprint Receipt

Print Reports

Troubleshooting Tips

FAQs

Terminal Packaging List

Notes

Terminal Setup

1. Plug network (Ethernet) cable into the

bottom of the terminal (labeled ETH).

NOTE: Do not use a phone cord.

2. Plug in the terminal’s power cable. A

blank screen will appear momemtarily.

3. Wait for the CommServer, Forte and

CAM screen.

4. Press F3 for Forte.

5. The screen will cycle through the

following messages: Reading Batch File for Merchant I Communication Status - Connected

6. Wait for the Credit/Debit/Check screen. a. Reading Batch File for Merchant I b. Communication Status c. Initializing Pin Pad d. Initializing - Please wait

7. The terminal is now ready to use.

8. We recommend running a test

transaction to ensure functionality. A good option is to charge $0.01 and then to void the transaction.

4

1. Press the F3 Key to the right of

Forte.

2. The screen displays “Reading

Batch File for Merchant 1” for about 15 seconds, then “Communication Status – Connected –“ before going to the

Main Menu.

3. The terminal is now set up and

ready for use.

4. You can swipe or manually enter a

Credit Card (F2), Debit Card (F3) or Check (F4).

NOTE: Your Forte merchant account must be set up for the payment method you use.

5. We recommend running a test

transaction (for a penny and then voiding it) to ensure functionality.

Hybrid Terminal Setup - (RS232)

1. Plug the network (Ethernet) cable into the

bottom of the terminal (labeled ETH).

NOTE: Do not use a phone cord.

USB

RS232

2. Plug the USB end of the cable into the

computer.

3. Plug the opposite end of the cable into

the RS232 port.

4. Plug in the terminal’s power cable.

5. It takes about 15 seconds to come to

the screen that has CommServer, XPI and Forte. Select Forte from the options displayed on the terminal screen.

6. The screen will display:

“Reading Batch File For Merchant 1”, “Communication Status-CONNECTED”

and

“Initializing PINpad”.

The terminal will then display a blank screen.

Scan for

more Info

7. This completes this phase of the terminal

setup.

8. Follow any additional instructions from

your software provider for terminal setup.

*You may need to know the COM Port, which can be identiﬁ ed using your computer’s Device Manager. Windows users can download the device driver located in the Code Samples section of our DevDocs. Web-based application users require the device handler, which is available through Tech Support.

Hybrid Terminal Setup - (Mini USB)

1. Plug the network (Ethernet) cable into the

bottom of the terminal (labeled ETH).

NOTE: Do not use a phone cord.

USB

mini USB

2. Plug the USB end of the cable into the

computer.

3. Plug the opposite end of the cable into

the mini USB port.

4. Plug in the terminal’s power cable.

5. It takes about 15 seconds to come to

the screen that has CommServer, XPI and Forte. Select Forte from the options displayed on the terminal screen.

6. The screen will display:

“Reading Batch File For Merchant 1”, “Communication Status-CONNECTED”

and

“Initializing PINpad”.

The terminal will then display a blank screen.

Scan for

more Info

7. This completes this phase of the terminal

setup.

8. Follow any additional instructions from

your software provider for terminal setup.

*You may need to know the COM Port, which can be identiﬁ ed using your computer’s Device Manager. Windows users can download the device driver located in the Code Samples section of our DevDocs. Web-based application users require the device handler, which is available through Tech Support.

Standalone Terminal Setup

1. Plug the network (Ethernet) cable into bottom of the terminal (labeled ETH).

Note: Do not use a phone cord.

2. Plug in the terminal’s power cable. After turning on the equipment, you will come to a screen that will display the following:

CommServer - Used to conﬁ gure static IP addresses and check network connectivity.

Power cable

ETH

Scan for

more Info

XPI - Cosmetic that indicates the EMV

software is installed. Do not choose this option, otherwise you will have to unplug/plugin the terminal.

Forte - Used to manage transaction

processing. Choose this option.

3. After choosing Forte, the bottom of the screen will display the following in order:

• Reading Batch File for

Merchant 1

• Communication Status

-- Connected --

• “Initializing PINpad”

Once in the Forte Application, the screen will display:

Your Merchant Name

• Credit Card

• Debit Card

• Check

Select payment type to begin processing.

Sale

1. Press F2 for credit or F3 for debit.

2. Press F1 for SALE.

3. Input the amount and press Enter

(Green Key in the lower right corner).

4. Dip or swipe the card (magnetic

stripe facing inside).

5. Input any optional identiﬁ er(s)

(parcel number, account number, etc.) and press Enter.

6. A screen will appear with the

amount and service fee (if used). Press Enter.

7. Upon approval, a merchant

receipt will print.

8. Press F1 to print a customer copy

or F2 for no customer copy.

Credit card swipe

F1

F2

Enter

Manual Keyed Entry Sale

1. Press F2 for credit or F3 for debit

2. Select SALE

F2

3. Input the amount and press Enter.

F1

Enter

4. Press the Red “X” Key. The screen

will momentarily say “Operation canceled.” However, this does not aﬀ ect any functionality and you will be directed to the sale screen.

5. Input the card number and Press

Enter.

6. Input the expiration date (MMYY) and

press Enter.

7. Input the 3-4 digit CVV code found on

the card and press Enter.

8. Input the zip code of the card holder

and press Enter.

9. Input the optional identiﬁ er(s) and

press Enter.

10. A screen will appear with the amount

and service fee (if used). Press Enter.

11. Upon approval, a receipt will print.

Press F1 to print a customer copy.

Refund

1. Press F2 for credit card.

2. Select REFUND.

3. Enter the amount and press Enter.

4. Swipe, dip or manually input the

credit card number. Press Enter

a. If the credit card number was

manually entered, input the credit card expiration date (MMYY) and press Enter.

5. Input the terminal password and

press Enter.

6. The receipt will print. Press F1 to

print a customer copy.

F2

Purple Key

Enter

Forced Sale

F2

F1

1. Press F2 for credit card.

2. Select FORCE.

3. Swipe, dip or manually input the

credit card number. Press Enter

a. If the credit card number was

manually entered, input the credit card expiration date (MMYY) and press Enter.

4. Input the terminal password and

press Enter.

5. Input the auth code provided by

your credit card processor. Press

Enter.

6. Input the amount and press Enter.

7. Input any optional identiﬁ er(s)

(parcel number, etc.) and press

Enter.

8. A screen will appear with the

amount and service fee (if used). Press Enter.

9. Upon approval, a receipt will print.

Press F1 to print a customer copy.

Purple Key

Enter

Void

1.

Press F2 for credit card.

2. Select VOID.

3. Input the sequence number from

the receipt and press Enter.

4. Input the void password and press

Enter.

5. The voided transaction amount will

be displayed. Complete the void by pressing Enter.

6. After the void is approved, a receipt

will print. Press F1 to print the customer copy.

F1

F2

Purple Key

Enter

Reprint Receipt

1.

2. Press F1 to reprint the last

3. Select Merchant Copy (F1) or

Note: This can only be done the same day, i.e., before midnight.

Press the Reprint Key. It is the second Purple Key from the right.

transaction or Press F2 to reprint a transaction by sequence number (found on the receipt).

Customer Copy (F2).

F1

F2

Purple Key

Print Reports

1.

Press the Report Key (the rightmost

Purple Key).

2. For a summary report of the total

sales amount and service fee totals, if applicable, press F1.

3. For a detailed report of each

transaction, including items like the transaction type, card type, last four of the account number and amount, press F2.

F1 F2

Purple Key

Troubleshooting Tips

1. If the terminal cannot connect,

check the Ethernet cable to ensure that it is connected to the portal on the bottom of the terminal labeled ETH.

2. If you get interrupted after you start

the transaction and can’t remember where you are, press the Red “X” Key

and start the transaction over. Once you receive an approval code, you cannot hit the Red “X” Key.

3. If you unplug the terminal to

perform a hard re-start, plug the terminal back in and press F3 Forte.

4. If you receive either of the following

error messages: “Application not available” or “Enter PIN number,” press the leftmost Purple Key and then press F2 for EMV Init. This turns on the EMV application and ﬁ xes the errors.

F3

Red “X” Key

FAQs

Technical Support

[email protected]

866.290.5400 Option 5 M-F: 7AM – 7PM Central

Feel free to reach out to our Technical Support team for troubleshooting steps, technical issues, missing equipment and terminal-related support.

Q: Is there a way I can scan checks? A: You have a couple of options. You can either manually enter the checking account information or purchase an optional check reader.

Q: How can I input the PIN for debit cards? A: Forte does not support PIN-based transactions. The debit option is only available for use with VISA debit cards for those merchants participating in the VISA debit program.

Q: I’ve run out of paper. Where can I get more?

A: Send an email request for more paper to [email protected].

Q: I am getting the message “Send Error” when I run a transaction. What do I do?

A: Your terminal is either not properly conﬁ gured or not properly connected. You will need to visit www.forte.net/terminal-faqs for more information.

Q: When does the terminal batch itself out? A: The terminal batches itself out at midnight each night. Please visit www.forte.net/resources for answers to additional FAQs.