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VeriFone
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Vx 810 Duet
Installation Manual
32 pgs1.01 Mb0
Operating Instructions Manual
12 pgs2.39 Mb0
Reference Manual
54 pgs881.81 Kb0
Table of contents
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VeriFone Vx 810 Duet Reference Manual

CONTENTS

PREFACE .............................................. iii
1 – Vx 810 DUET Overview ..................1
2 – Set Up ...............................................3
Reviewing the V Connecting the PIN Pad to the Base Unit .5
Installing the Paper Roll ............................7
Cable Connections ....................................9
Phone Connection ...............................9
Ethernet Connection............................9
Connecting the Power Pack ....................10
Terminal Activation .................................10
x
810 DUET Features .......4
3 – Navigating through your
Vx 810 PIN pad keyboard ...............12
Terminal Key Functions ...........................13
Terminal Menus ......................................15
Main Menu (Terminal Transactions) .15
Configuration Menu ..........................16
Setup ...........................................17
Servers/Clerk IDs ........................18
Menus/Keys ................................19
Set Language ..............................19
Initialization.................................19
Quick Setup Menu...................................20
Terminal Setup Table ........................21
4 – Features & General
Information .......................................22
Cards Accepted .......................................22
Password .................................................22
Locking/Unlocking the Terminal
Keyboard ..............................................23
Language Options on the Display and
Receipt .................................................23
Alpha Characters.....................................24
5 –Server/Clerk ID Option ................25
Default Clerk ID .......................................26
Server/Clerk Setup ..................................26
Managing Server/Clerk IDs.....................27
Add a Server/Clerk ID .......................27
Delete a Server/Clerk ID ...................27
Modify a Server/Clerk ID ..................27
Server Reports.........................................28
Totals Report .....................................28
6 – Other Optional Features .............29
Invoice Number Prompt...........................29
Terminal Security ....................................30
The Manager Password ..........................31
7 – Training & Demo Mode ...............32
8 – Processing Transactions ...........33
Basics of Processing “Chip” Cards .........33
How to Process a Sale ............................35
How to Issue a Refund ............................38
How to Force Capture a Transaction .......39
How to Void a Transaction ......................40
How to use Pre-Authorization
Transactions .........................................41
Credit Pre-Authorization....................41
Delete Pre-Authorization...................42
9 – Balancing & Settling a Batch ...43
Totals Report ...........................................43
Pre-Auth Report.......................................44
Batch Review ..........................................44
Batch Detail ............................................45
How to Settle a Batch .............................46
Additional Settlement Information ...46
10 – Important Phone Numbers.......47
Terminal Issues .......................................47
Paper Resupply........................................47
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V
810 DUET REFERENCE GUIDE i
ii VX 810 DUET REFERENCE GUIDE

PREFACE

Thank you for selecting the VeriFone Vx 810 DUET offered by American Express. This guide will step you through unpacking and setting up your equipment. It also includes information about processing transactions and customizing the terminal to meet your business needs. Once you have assembled and powered up the equipment, you must call the American Express Help Desk 877-834-7607 to activate your terminal. Once activated, you can familiarize yourself with the terminal’s transactions by enabling the Demo mode. Accompanying this booklet are Quick Step Cards which will help you get started using your Vx 810.
Also enclosed is the Amex Bank of Canada Card Acceptance Point of Sale (POS) Terminal Addendum. Please familiarize yourself with the terms and conditions governing your lease and use of the Point of Sale Terminal(s) and any printer and other equipment, devices or features (referred to collectively as the “POS Terminal”) and, if applicable your processing of Debit Card Transactions.

Organization

This guide is organized as follows:
Chapter 1 – V
x
810 DUET Overview. Provides an overview of the Vx 810
DUET.
Chapter 2 – Setup. Explains how to set up and install the V
x
810 DUET. It explains how to establish power and telephone line connections, as well as how to load the paper.
Chapter 3 – Navigating through your V
x
810 terminal. Provides
information about the various menus and submenus of the terminal.
Chapter 4 – Features and General Information. Covers the various
features that you may find of value.
Chapter 5 – Server and Clerk ID Options. Addresses how to use the
Server/Clerk option.
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810 DUET REFERENCE GUIDE iii
Chapter 6 – Other Optional Features. Covers other options available
on the terminal.
Chapter 7 – Training and Demo Mode. Discusses the use of Demo/
Training mode.
Chapter 8 – Processing Transactions. Reviews the step-by-step
sequence for completing the terminal’s transactions.
Chapter 9 – Balancing and Settling a Batch. Lists reports useful for
balancing a batch along with the steps to settle a batch.
Chapter 10 –
Important Phone Numbers. Lists phone numbers you may
find useful.
iv VX 810 DUET REFERENCE GUIDE
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810 DUET REFERENCE GUIDE v
CHAPTER 1
Vx 810 DUET Overview
This section provides a brief description of the Vx 810 DUET. The Vx 810 DUET is a complimentary solution to be used with the Vx 810 PIN pad. The combination of the integrated base with the PIN pad allows you to use the features of a thermal printer, modem, Ethernet, USB, and serial ports needed for a complete payment solution.
The base unit allows the PIN pad to rest in a manner that it can easily be removed for hand over to customers and, at the same time, provides stability and security for PIN entry without sacrificing its contactless transaction feature. Aside from that, the base unit features a printer and modem that creates a fully-loaded payment solution with a hand-over PIN pad – all in one device.
Figure 1 The PIN pad mounted on the base
1 VX 810 DUET REFERENCE GUIDE

Conventions and Terminology

To help you use this guide certain conventions are used.
t Bolded words indicate terminal’s colored keys, e.g., green OK, yellow
Clear, and red Cancel.
t With a few exceptions, after entering information into the PIN pad
keypad, you must follow the entry by pressing the green OK. This instructs the Vx 810 that you have completed the process and to proceed to the next step of the sequence and appropriate screen.
t The gray keys to the right of the screen (F1 – F4) are used to select
options listed in the display.
t Text in
SMALL CAPS
requested information (e.g., “
indicates display instructions to either enter the
AMOUNT
” enter the transaction amount) or
select an option using one of the gray F1- F4 keys.
t In certain cases, colors are used to help to direct you to keys’ location,
based on their color coding:
SCROLL, REPORT,
Cancel keys.
t Indicate YES and NO by selecting the corresponding gray display F key.
Detailed information about the use of these keys can be found in Chapter 3,
Navigating through your V
x
810 PIN pad Keyboard.
This guide uses the following terminology:
t PIN pad - often referred to as the terminal, this is the part of the
device that contains the keypad, display and card readers.
t Prompt – A reference to the terminal display and information that you
should enter.
t Display –The illuminated area on the face of the PIN pad where
prompts and other instructions are displayed.
t Password – An alpha-numeric character that must be entered before
the terminal allows you to proceed with certain transactions. The default password is 123456.
V
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810 DUET REFERENCE GUIDE 2
CHAPTER 2
Set Up
This chapter includes the following sections that explain the steps to set up the Vx 810 DUET:
t Unpacking the Shipping Carton t Reviewing the V t Cable Connections t Connecting Base Unit to PIN pad t Connecting the Power Pack t Installing the Paper Roll t Power Supply

Unpacking the Shipping Carton

x
810 DUET Features
Open the shipping carton and carefully inspect its contents for possible
x
tampering or shipping damage. The V
810 DUET is a secure product and any tampering can cause it to cease to function or to operate in an unsecured manner.
1 Remove and inspect the contents of the shipping carton. The V
x
810
DUET can include:
t Base unit with printer and modem t Power pack t Power cord t PIN pad
2 Remove all plastic wrapping from the device and components. 3 Remove the clear protective film from the display. 4 Save the shipping carton and packing material for future repacking or
moving of the device.
3 VX 810 DUET REFERENCE GUIDE

Reviewing the Vx 810 DUET Features

Before you start assembling the Vx 810 DUET, take a moment to become familiar with its features.
PIN PAD CRADLE
POWER SOCKET
PAPER DOOR
THERMAL PRINTER
PIN PAD CONNECTOR
RS232 PORT
USB PORT
ETHERNET PORT
PHONE LINE
Figure 2 Vx 810 DUET Features
x
810 DUET has been designed with the following features:
The V
t A base unit to support the PIN pad t A paper door where the paper roll is placed t An Internal Thermal Printer for receipt printing located in the lower
portion of the base unit
t A PIN pad connector for integration of the base unit to the PIN pad t A power socket for plugging in the power cable t Connection ports at the back of the base unit:
t Phone line port t Ethernet (10BaseT) port t USB port t RS-232 port
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810 DUET REFERENCE GUIDE 4

Connecting the PIN Pad to the Base Unit

Connect the PIN pad to the base unit using the following steps:
1 Unscrew the latch on the upper-right corner of the PIN pad’s bottom
casing then slide it open.
Figure 3 Opening the PIN pad latch
5 VX 810 DUET REFERENCE GUIDE
2 Attach the PIN pad connector to the slot then screw the latch back on.
PIN PAD CONNECTOR
Figure 4 Connecting the PIN pad Connector
3 Mount the PIN pad on the base unit.
Figure 5 Placing the PIN pad onto the base unit
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810 DUET REFERENCE GUIDE 6

Installing the Paper Roll

A fast, quiet integrated thermal printer (ITP) is built into the base unit of the
x
810 DUET. Before you can process transactions through the Vx 810 DUET
V that require a receipt or record, you must install a roll of thermal-sensitive paper in the printer.
The ITP uses a roll of single-ply, thermal sensitive paper 47 mm (2.24 inches) wide by 25 meter long paper. A pink out-of-paper indicator line appears on the edge of the paper approximately 18 inches before the end of the roll. When this line appears, only enough paper remains on the roll to complete one transaction.
Poor-quality paper can jam the printer and create excessive paper dust.
Store thermal paper in a cool, dry, dark area. Handle thermal paper carefully:
impact, friction, temperature, humidity and oils affect the color and storage
characteristics of the paper. Never load a roll paper with folds, wrinkles,
tears, or holes at the edges in the print area.
1 Lift the paper door.
Figure 6 Opening the Paper Door
2 Lift the paper tray to remove any partial roll of paper left inside. 3 Hold the roll so the paper feeds from the bottom of the roll.
7 VX 810 DUET REFERENCE GUIDE
4 Place the paper roll into the printer tray.
Figure 7 Loading Paper Roll
5 Pull paper up past the glue residue on the paper roll. 6 Close the paper roll cover by gently pressing on the cover until it clicks,
allowing a small amount of paper past the glue residue to extend outside the printer door.
Figure 8 Closing the Paper Door
To prevent damaging the print roller, always gently press
down on the paper roll cover to close it.
7 Tear the paper off against the serrated plastic strip in the printer.
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810 DUET REFERENCE GUIDE 8

Cable Connections

American Express’ application supports two cabling scenarios:
t 1IPOF-JOF$POOFDUJPO t &UIFSOFU$POOFDUJPO
Phone Connection
The base unit serves as the device for connecting the Vx 810 DUET to a phone line outlet using a standard phone line cable. Connect one end of the cable to the phone line port at the rear portion of the base unit and the other into a any standard phone outlet.
Figure 9 Vx 810 DUET Connected through a Phone Line
Ethernet Connection
A standard Ethernet cable like RJ-45 can be used when connecting the PIN pad mounted on the base unit to a network or another device through the its Ethernet port. Connect one end of the Ethernet cable to its port found at the rear portion of the base unit and the other end to its corresponding socket.
Figure 10 Vx 810 DUET and Ethernet Cable Connection
9 VX 810 DUET REFERENCE GUIDE

Connecting the Power Pack

x
To provide power to the V
810 DUET, connect the power pack.
1 Insert the round barrel connector into the power port in the connector
found at the rear portion of the base unit.
Figure 11 Connecting the Power Pack
2 Insert the AC power cord into the power pack. 3 Plug the AC power cord into a wall outlet or power surge protector.
Do not plug the power pack into an outdoor outlet or operate it outdoors. During a transaction, disconnecting the power by unplugging the base unit from a wall power may cause transaction files not yet stored in the terminal memory to be lost. To protect against possible damage caused by lightning strikes and electrical surges, consider installing a power surge connector.

Terminal Activation

Congratulations! Your Vx 810 DUET is almost ready for operation. The final step is to contact the American Express Help Desk to initialize and activate the terminal.
1-877-834-7607
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810 DUET REFERENCE GUIDE 10
11 VX 810 DUET REFERENCE GUIDE
CHAPTER 3
Navigating through your Vx 810 PIN pad keyboard
Now that your Vx 810 DUET is assembled and activated, it’s time to review how to use it. Below is a diagram of the face of the PIN pad and some of the keys you will use routinely.
Display
Screen
Alpha Key
Menu Scroll
Key (Arrow)
Alpha/
Numeric
Keypad
Color­Coded
Function
Keys
Gray Display Option Keys
EMV Card Slot
Reprint Receipt
Reports
V
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810 DUET REFERENCE GUIDE 12
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