Page 1
CONTENTS
PREFACE .............................................. iii
1 – Vx 810 DUET Overview ..................1
Conventions and Terminology ...................2
2 – Set Up ...............................................3
Unpacking the Shipping Carton ................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
Card Information Security .......................23
Card Numbers on Reports .......................24
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
Personalized Message on Receipts ........30
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 Process a Phone Order ...............37
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
Credit Pre-Authorization Completion 42
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
X
V
810 DUET REFERENCE GUIDE i
Page 2
ii VX 810 DUET REFERENCE GUIDE
Page 3
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.
X
V
810 DUET REFERENCE GUIDE iii
Page 4
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
Page 5
X
V
810 DUET REFERENCE GUIDE v
Page 6
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
Page 7
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
X
810 DUET REFERENCE GUIDE 2
Page 8
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
Page 9
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
V
X
810 DUET REFERENCE GUIDE 4
Page 10
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
Page 11
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
X
V
810 DUET REFERENCE GUIDE 6
Page 12
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
Page 13
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.
X
V
810 DUET REFERENCE GUIDE 8
Page 14
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
Page 15
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
X
V
810 DUET REFERENCE GUIDE 10
Page 16
11 VX 810 DUET REFERENCE GUIDE
Page 17
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
X
810 DUET REFERENCE GUIDE 12
Page 18
Terminal Key Functions
The table below describes the functions of the various key groups on the
x
810.
V
KEYS FUNCTION
GRAY
DISPLAY
OPTION KEYS
ALPHA/
NUMERIC
KEYPAD
NUMERIC KEYS
COLOR
CODED FUNCTION KEYS
An operation on the terminal can be initiated by pressing the appropriate
function key next to the display menu item.
The keypad contains horizontal rows of numeric keys with alphabetic characters.
The numeric key strokes are the default.
To create an alpha character, first press the numeric key containing the desired
alpha characters, and then press the ALPHA key until the target alpha character
displays.
For example, the numeric key 2 represents the digit 2 as well as the alpha
characters A, B. and C. Press the ALPHA key once to display the letter A, twice
for the letter B, and three times for C.
Some keys on the keypad are configured to perform special tasks, such as:
Numeric Key 3 – Paper Source – Advances the paper source
Numeric Key 6 – Quick Setup – Launches Quick Setup menu options
Numeric Key 7 – Set Language – Enables selection screen for display language
Numeric Key 8 – Keyboard Lock – Locks the keyboard to prevent unauthorized
access
Numeric Key 9 – Cash Receipt – Initiates the Cash Receipt transaction
Asterisk (*) Key – Application Exit – Returns to VMAC menu when terminal is
in multi-application mode
Red Cancel Key: Press to cancel the current operation.
Yellow Key is known as: Clear Key, Direction Key or
Backspace Key: Press to backspace key, erase or clear text,
starting from right to left.
Green Enter/OK Key: This key is like the ENTER key on a computer
keyboard.
t Press to signify that the task is complete
t Press to enable a function or perform an action based on
typed data.
This key is also used to display the Configuration Menu options.
Press it while the application is idle to launch the Configuration
Menu.
13 VX 810 DUET REFERENCE GUIDE
Page 19
KEYS FUNCTION
Arrow/Menu Scroll Key – Controls UP/DOWN (scroll) movement of the arrow.
PURPLE KEY 1
Use in conjunction with the Yellow key to reverse the scrolling direction. Enables
scrolling through the menu to display more pages. An Arrow over the SCROLL
key displays when there are more pages to view.
Reprint Key – Launches the Reprint menu options:
PURPLE KEY 3
t Last Receipt – prints the last receipt that was printed for an
authorization.
t Any Receipt – prompts user to enter invoice number to locate.
Reports Key – Launches the Report menu options as follows:
Totals Report – Prints totals by card type and card issuer.
Detail Report – Prints detail information for each transaction.
Server Reports – Launches server report menu options:
t Totals Report – Prints totals report per Server/Clerk.
t Detail Report – Prints detail report per Server/Clerk.
t Server Table – Prints login and logout information.
Batch History – Prints a series of settlement reports by date.
PURPLE KEY 4
Terminal Params – Prints parameter data for the terminal and each
merchant.
Cards Report – Prints specific data for each merchant and for each card
range.
Terminal Stats – Prints statistical and diagnostic information about the
terminal by day or by week.
Merchant Rpt – Prints merchant information per merchant.
Pre-Auth Reports – Prints Pre-Auth reports.
Last EMV Data – Prints data for the last EMV transaction.
X
V
810 DUET REFERENCE GUIDE 14
Page 20
Terminal Menus
Once you get started using the terminal, you will initiate transactions from
SCROLL
the Main Menu. You can use the purple
key to see the types of
transactions that the terminal can perform.
In addition to the Main Menu, the terminal contains a second menu that
enables you to make changes to the basic functionality of the terminal –
adding optional features and enabling and disabling display prompts for
various transactions. This additional menu is referred to as the Configuration
Menu. It can be accessed by pressing the green OK button on the keyboard
and then by entering the Manager Password.
Main Menu (Terminal Transactions)
You will access transactions from the Main Menu. A maximum of four
options display per page. The left most purple key is used to scroll through
SCROLL
multiple pages. An arrow È appears the
key to indicate when there
are more pages to view. The transactions are listed in the table below in the
same order as they appear in the display.
TRANSACTION
NAME
PURCHASE
PHONE ORDER
VOID
REFUND
FORCE
SETTLEMENT
15 VX 810 DUET REFERENCE GUIDE
This transaction initiates a Sale. It supports Card Swipe, Manual Entry and
Inserted Entry (aka dipping) for EMV (Chip Cards).
This transaction initiates a phone order sale – card not present.
Will not accept a Card Swipe. Cannot be used with EMV or Debit Cards.
This transaction initiates voiding a sale that is still in the batch. Voiding of either
the last transaction or any transaction retrieved by its invoice number or the last
4 digits of the account number.
This transaction initiates a refund for a sale that is no longer in the current
terminal batch.
This transaction enables entry of a previously approved sale into the batch and
is used when the authorization approval was not obtained through the terminal.
This transaction initiates closing of the current batch and opening of a new
batch for logging and accumulating transactions.
The terminal sends all the approved offline transaction ( e.g., Force ) to the host
before starting the Settlement process.
DESCRIPTION
Cannot be used with Debit Cards.
Page 21
TRANSACTION
NAME
DESCRIPTION
This transaction initiates an online approval. Such approvals are stored in the
Pre-Auth transaction batch. Can be used for entering pre-tip transactions. All
PRE-AUTH
Pre-Auths must be changed to Pre-Auth Completes or removed from the batch
using the Delete Pre-Auth transaction before a Settlement can be initiated.
Cannot be used with Debit Cards.
PRE-AUTH
COMPLETE
This transaction captures and finalizes a previously authorized sale that was
approved as a Pre-Auth transaction. Use this transaction to add tips to
Pre-Auths.
This transaction deletes a Pre-Auth transaction from the terminal’s Pre-Auth
DELETE
PRE-AUTH
batch. Pre-Auth transactions are retrieved by sequence number or account
number.
Deleting a Pre-Auth transaction does not remove the transaction from Issuer’s
records nor release the hold on the customer’s open to buy.
BATCH TOTALS
BATCH REVIEW
Displays batch totals of stored transactions.
Allows review of transactions in the terminal, using specific criteria.
Configuration Menu
x
A secondary, Configuration Menu is also available on the V
810. It enables
local customization of the terminal. Access the Configuration Menu by
pressing the green OK button followed by entering the terminal’s Manager
Password. There are six submenus in the Configuration Menu as listed
below.
SUB MENUS DESCRIPTION
SETUP
SERVERS
MENUS/KEYS
SET LANGUAGE
INITIALIZATION
ABOUT
Launches a list of terminal operation records from which settings can be
viewed and edited.
Launches the Configure Server Menu used to setup the person who will serve
the customer and who will log on and log off of the terminal.
Launches the Menu Configuration structure to view, edit and determine
whether the menu will display on the terminal or not.
Prompts user to select the language that will print on the receipts and reports –
French or English options.
Launches the Initialization Menu where terminal parameters are downloaded
from the host.
Display version information and memory configuration (loaded in flash or RAM)
for the application in use.
X
V
810 DUET REFERENCE GUIDE 16
Page 22
Setup
The Setup submenu options for this application are as follows:
t Demo – Launches the demo mode. When turned on, it enables
training and/or testing to occur without actual communications
with the host.
t Batch – Launches the Batch data records/table that sets up
batch information for each host, such as the maximum number of
transactions stored in a batch as well as the batch size.
t Printer – Launches the Printer setup data records/table. It controls
the value settings for printing receipts and reports.
t Terminal – Launches the terminal setup data records/table that
controls the parameter value settings for operations that can be
performed on the terminal.
t Merchant – Launches each Host data record/table that stores
parameter setting and flags specific to that individual host.
t Comm – Launches the Communications setup table.
Communication parameters control the dial communication process
between the terminal and host.
t Host – Launches the Host Definition setup data records/ table
that control host specific parameter value settings such as:
communication types, packet types and settlement protocol,
relative to each Host.
t Merchant IDs – Launches one record for each Merchant
supported. The Merchant ID data record/table contains Merchant
ID information that identifies each merchant’s preference of
information printed on the receipt. It also stores the merchant
password, invoice number sequence, auto settlement date and
time information, and what report will print at settlement.
t Merchant Hosts – Launches each Merchant Host setup table/
data record that controls host batch information for each merchant.
t Download – Initiates a full or partial dial download of the
application or configuration parameters to the terminal.
t Edit Cards – Launches access to the Card Definition Setup table/
data records that controls the parameter settings for each card
range.
17 VX 810 DUET REFERENCE GUIDE
Page 23
t Issuers – Launches the Issuer setup table/data records that
controls how the Issuer information (acct # and expiration date) will
be displayed on the terminal and receipt.
t IP Hosts – Launches the table/data records for the Internet
Provider configuration settings.
t Clear Batch – Initiates clearing of batches for all or one merchant.
t Date/Time – This menu option lets you set the date and time that
will alternate between the logo displays on the idle menu window.
Servers/Clerk IDs
The Servers Setup feature is used to setup the servers/clerks who will
perform customer transactions on the terminal. This feature also controls all
server/clerk processing requirements and monitors the individual activities
of each. The terminal supports the following actions:
t adding a server
t modifying a server
t deleting a server
t setting up a server identification number
Server Reports print the individual activities for each server identified by the
number assigned to the server during the server setup process. This data is
recorded in the Server Table Report. The Servers submenu options include:
t Log On Server – This option logs the server onto the terminal.
t Log Off Server – This option is used to sign a server off the
terminal.
t Add Server –This option creates a data record for each server
added which sets up the server to perform transactions on the
terminal feature.
t Modify Servers – This option allows the merchant to modify
server information such as password and cash tip amounts.
t Delete Server – This option deletes the data record for a server
from the Server data record/table.
t Clear Servers – This option is used to clear server totals from the
server’s internal totals file.
Detailed information about enabling this feature
is covered in Chapter 5 – Server/Clerk ID Option.
X
V
810 DUET REFERENCE GUIDE 18
Page 24
Menus/Keys
You can make local changes to the terminal. For instance, you can change
whether or not a transaction should require a password and, if so, designate
the password level.
Set Language
When the Set Language option is initiated the terminal prompts the user to
choose the language to print all reports and customer receipts and display
screens. The terminal offers English and French as options.
Initialization
This submenu launches the Initialization Menu where terminal parameters
are downloaded from the host.
19 VX 810 DUET REFERENCE GUIDE
Page 25
Quick Setup Menu
x
810 application also features a Quick Setup Menu. This menu allows
The V
you to access a single table location to view, print or change terminal phone
numbers, as well as terminal and communication setup parameters rather
than several tables to enable local customization of the terminal.
To access the Quick Setup Menu:
1 From the Main Menu, press 6.
2 Enter Manager Level
PASSWORD
then press OK.
The menu contains submenus for:
t Key Request
t Phone
t Terminal
t Communications
t EMV Public Keys
t EMV Parameters
t EMV Status
SUB MENUS DESCRIPTION
KEY REQUEST
PHONE SETUP
TERMINAL
SETUP
COMMUNICATION SETUP
EMV PUBLIC
EMV
PARAMETERS
EMV STATUS
Key Request is automatically performed when switched from demo to live mode.
This table contains all the current dial-up parameters for the primary and
secondary phone numbers to dial for authorization and settlement. If any changes
are made to the Quick Setup table, the application will automatically update the
original table where the parameter is located as well.
This table contains the parameter settings for the Terminal, Printing, Merchant
and Transactions processing.
Similar to the Phone Setup table, these setup options allow you to view/edit
and print the primary communication setup and backup for authorization and
settlement. However, the host determines the means of communication whether
it is Dial or Comm Server for Ethernet communications.
This enables you to view or print the contents of the CAPK files. This is not
configurable.
This table provides the convenience of one location to view and print the content
of the EMV files.
This table provides the convenience of one location to view and print the counts
of the statistics on Chip Card transactions such as Chip Card reads, PIN Entry
Errors, Offline Declined and Technical Fallbacks. These counts reset to zero after
a successful settlement.
X
V
810 DUET REFERENCE GUIDE 20
Page 26
Terminal Setup Table
The Terminal Setup Table in the Quick Setup Menu lets you conveniently
change commonly customized features of your terminal. The list of features
include:
t Terminal ID – you can set up a 16 character terminal name, for
instance if you want to specify its location in the Gift Department.
t Tip Processing – you can enable the prompt for a tip.
t Clerk/ Server Mode – you can activate the Server/Clerk logon prompt
through this option.
t Customer Copy – you can choose to have a customer copy print
automatically or only if prompted.
t Receipt Messages – you can add information to the receipt such as
your address, special greetings or your GST/HST number.
Begin by accessing the Quick Setup Menu (see previous page).
1 Select
2 Select
3 Select
PARAMETER NAME EXPLANATION VALUES FORMAT
TERMINAL ID
TIP PROCESSING
CLRK/SRVR MODE
CUSTOMER COPY
HEADER LINES 1 - 6
*AUTO SETTLE TIME
*AUTO SETTLE?
DEBIT ON?
TERMINAL BEEP
*Feature not currently available.
TERMINAL
VIEW
NEXT
by pressing F4.
or
PRINT.
(F2) until the desired selection appears, follow the prompts.
Terminal identification number. User Defined
Enables tip processing options
Determines whether Clerk/Server
must logon to perform transactions.
Printing options for customer
receipt
Receipt header line 1- 6 User Defined
Sets the time to auto settle HH:MM:SS Numeric- 6
Enables/Disables auto settle 0 = Off, 1 = On Choice
Enables/Disables Debit transactions 0 = Off, 1 = On Choice
Determines whether terminal beeps
for each keystroke.
0 = None
1 = On-Prompt
2 = On-No Prompt
0 = None
1 = Logon
2 = Prompt
0 = None
1 = Confirm
2 = Auto
0 = Off, 1 = On Choice
Alpha-numeric
16 characters
List
Choice
List
Alpha-numeric
40 characters
21 VX 810 DUET REFERENCE GUIDE
Page 27
Features and General Information
Cards Accepted
x
810 terminal can accept multiple cards. In addition to American
The V
Express, the software can process Visa, MasterCard and JCB.
Password
CHAPTER 4
The Manager Password for the terminal is
123456. For security reasons,
certain transactions and options (e.g., Void, Refund and Demo) are password
protected, requiring entry of the Manager Level password to initiate. You
have the option to remove the password requirement or create up to 4 levels
of passwords.
t 0 – No Password
t 1 – Manager
t 2 – Supervisor
t 3 – Clerk
t 4 – Custom
Changing password protection is performed through the Configuration Menu.
1 To access the Configuration Menu, press OK.
2 Press
3 Enter
4 Press
5 Press
6 Press
PASSWORD LEVEL
7
8 Press
9 Press
10 Press
MENUS/KEYS
PASSWORD
SLCT
(select) by pressing F2.
NEXT
(F2) to locate the desired transaction (Refund, Void, etc.).
SLCT
by pressing (F3).
NEXT
(F2) until the desired password level displays.
SLCT
(F3).
EXIT
(F4).
(F4).
, then press OK.
, select
EDIT
(F3).
V
X
810 DUET REFERENCE GUIDE 22
Page 28
IMPORTANT – Do not change the Master Terminal Password without securing
it in a safe place. If you accidentally LOCK the terminal and do not know the
password, you will be asked to return the terminal for reprogramming.
Locking/Unlocking the Terminal Keyboard
The terminal keyboard can be locked to prevent unauthorized use. Once
locked, you must enter the Manager Level password to complete any
transaction. To unlock the terminal, the Manager level password must be
used.
Locking
1 From the Main Menu, press # then 8.
LOCK KEYBOARD
2
KEYBOARD LOCKED
3
Unlocking
press
.
YES
(F1).
1 From the Main Menu, press # then 8.
2 Enter Manager Level Password.
LOCK KEYBOARD
3
press NO (F2).
Language Options on the Display and Receipt
The terminal displays messages and prompts for you and your customers
in either English or French. After the customer’s card has been swiped or
inserted, the language of the messages and prompts for the customer will
match the card’s language code.
Card Information Security
To reduce the risk of fraudulent card use, the cardholder’s card number and
expiry date is not available in full on receipts and reports. The card number
will always be either masked or truncated.
If the card number is masked, it is printed as a combination of digits and ‘*’s:
t A credit card number appears as ************1234
t A debit card number appears as 1234567890****
t If the card number is truncated, only the last four digits are printed.
23 VX 810 DUET REFERENCE GUIDE
Page 29
Card Numbers on Reports
The card number is truncated on all reports containing transaction details.
Reports that require the manager password, e.g., the Batch Review, display
the entire card number but the resulting report prints the truncated card
number.
Alpha Characters
1 Press the key that displays the letter you want.
2 Press the round ALPHA key (located between the purple keys) once,
twice or three times to display the desired letter.
3 Press OK when completed.
EXAMPLE: To enter the word “AMEX”
To enter “A” – press the 2 key and then the ALPHA
key once.
To enter “M”– press the 6 key and then the ALPHA key once.
To enter “E” – press the 3 key and then the ALPHA key twice.
To enter “X” – press the 9 key and then the ALPHA key twice.
The table below lists the available alpha characters.
NUMERIC
KEY
1 “space” Q Z
2 A B C
3 D E F
4 G H I
5 J K L
6 M N O
7 P R S
8 T U V
9 W X Y
0
ALPHABETIC /
SPECIAL CHARACTERS
*(asterisk) # (pound) , (comma)
.(decimal)
X
V
810 DUET REFERENCE GUIDE 24
Page 30
CHAPTER 5
Server/Clerk ID Option
The Servers Setup feature is used to setup the servers/clerks who will
perform customer transactions on the terminal. This feature also controls all
server/clerk processing requirements. The terminal supports the following
actions:
t adding a server
t modifying a server
t deleting a server
t creating a server identification number
The term Server or Clerk is used to describe the person servicing the
customer and conducting terminal transactions. The application setting
determines whether the terminal displays
Server Reports can be printed to show the individual activities for each
server identified by the number assigned to each server as part of the server
setup process. This data is recorded in the Server Table Report. The Servers
submenu options include:
SERVER
or
CLERK
.
t Log On Server – This option logs the server onto the terminal.
t Log Off Server – This option is used to sign a server off the terminal.
t Add Server – This option creates a data record for each server added
which sets up the server to perform transactions on the terminal
feature.
t Modify Servers – This option allows the merchant to modify server
information such as password and cash tip amounts.
t Delete Server – This option deletes the data record for a server from
the Server data record/table.
t Clear Servers – This option is used to clear server totals from the
server’s internal totals file.
25 VX 810 DUET REFERENCE GUIDE
Page 31
Server/Clerk IDs are unique identifiers that a terminal operator keys in
when prompted each time they perform a transaction. This allows you to
produce Server/Clerk Subtotal Reports tracking financial totals and number
of transactions by server/clerk.
Each Server/Clerk ID can contain from one to four alphanumeric
characters (punctuation and special characters are not allowed).
Default Server/Clerk ID
A default Server/Clerk ID can be assigned on the terminal and all
transactions performed on that terminal will be added to the default Server/
Clerk IDs totals regardless of which operator performs the transaction.
Server/Clerk Setup
This feature activates the Server/Clerk display prompt to enable tracking
transactions by server/clerk.
Activating the Server ID/Clerk Prompt
To add the Server/Clerk Display prompt:
1 Press OK to access the Configuration Menu
2 Select
3 Enter
SCROLL
4
5 Press
6 Select
7 The following options display:
SETUP
(F2).
PASSWORD
to
TERMINAL
NEXT
(F2) until
EDIT
by pressing F3.
and press OK.
and press F1.
CLRK/ SRVR MODE
NONE, LOGON
.
appears (about 15 times).
and
PROMPT
, select
(F3).
EXIT
8 Press
SAVE CHANGES?
9
Once the prompt is activated, a Server ID must be used with each transaction.
(F4).
Press OK (F2).
V
X
810 DUET REFERENCE GUIDE 26
PROMPT
Page 32
Managing Server/Clerk IDs
The information below is intended to help management add, modify or
remove Server/Clerk IDs from the terminal as well as print-related reports.
The terminal accepts up to 100 IDs.
Add a Server/Clerk ID
1 Press OK to access the Configuration Menu.
2 Select
3 Select
4 Enter
SERVERS
ADD SERVERS
PASSWORD
by pressing F3.
(F4).
then press OK.
5 Create and enter a 1-4 digit Server/Clerk ID and press OK.
6 Create a 5 to 10 digit Password to use with the ID and press OK.
7 Confirm the password by reentering it and press OK.
8 Terminal quickly displays
SERVER/CLERK ADDED
.
9 Continue entering Server/Clerk IDs and passwords. When complete,
press CANCEL key until the Main Menu appears.
Delete a Server/Clerk ID
1 Press OK to access the Configuration Menu
2 Select
3
4 Enter
5 Enter
6 Enter
7 Terminal quickly displays
SERVERS
SCROLL
until
PASSWORD
SERVER ID
SERVER PASSWORD
by pressing F3.
DELETE SERVER
appears and select F2.
then press OK.
to delete and press OK.
and press OK.
SERVER/CLERK DELETED
.
.
8 Continue deleting Server/Clerk IDs.
9 When complete, press CANCEL key until the Main Menu appears.
Modify a Server/Clerk ID
1 Press OK to access the Configuration Menu.
2 Select
3 Press
4 Enter
27 VX 810 DUET REFERENCE GUIDE
SERVERS
SCROLL
PASSWORD
by pressing F3.
until
MODIFY SERVER
then press OK.
displays and select F1.
Page 33
5 Enter Server/Clerk ID to modify and press OK.
6 At
PASSWORD
enter old server password and press OK.
7 Enter new password (5 -10 characters) and press OK.
8 Re-enter new password and press OK.
9 Terminal quickly display
SERVER/CLERK MODIFIED
.
10 When complete press CANCEL key to return to the Main Menu.
Server Reports
You can access reports that provide valuable information relating to the
Server IDs setup in the terminal.
Totals Report
This report prints transaction count, tip total, sale total, grand total and
number of unadjusted tips by Server ID.
1 Press
2 Press
REPORTS
SCROLL
key (right-most purple key).
(left-most purple key) to access additional reports.
3 Press F1 to access Server Reports.
4 Press F2 to access Totals Report. The report prints.
X
V
810 DUET REFERENCE GUIDE 28
Page 34
CHAPTER 6
Other Optional Features
These features may be available on your terminal depending on its
configuration. If the feature is available and you wish to use it, you must
enable and configure the feature. If you do not wish to use an enabled
feature, you can deactivate it.
Contact the Help Desk to discuss these options and determine whether
changes to your Merchant ID configuration are required to enable them.
Invoice Number Prompt
This feature enables a prompt to key an Invoice Number for every Credit
and Debit financial transaction. If this feature is activated, you have the
option of entering an Invoice Number of your own choosing (usually this is a
number created by your own POS system) or bypassing it by simply pressing
OK when the prompt appears.
The Invoice Number can be up to 7 characters long. You can easily activate
this feature through the Setup menu in Configuration Menu.
1 Press OK to access the Configuration Menu.
2 Select
3 Enter
4
5 Press
6 Select
7 Select
8 Press
SCROLL
SETUP
(F2).
PASSWORD
to
NEXT
EDIT (
ON (
EXIT
and press OK.
TERMINAL
(F1).
(F2) about 60 times until
F3).
F1).
(F4) when finished.
KEY INVOICE NUMBER?
appears.
Once the Invoice Number prompt is activated, whenever you initiate a
Purchase, Pre-Auth or Refund transaction, after you select the transaction
type, the terminal will prompt you to enter the invoice number.
29 VX 810 DUET REFERENCE GUIDE
Page 35
Personalized Message on Receipts
This feature allows you to configure your terminal to print a personalized
trailer message at the bottom of your receipts. The language of the message
will match the language on the customer’s card if the card is swiped or the
language selected during the cardholder prompts. If the card number and
expiry date are manually keyed, the language of the customer’s receipt will
match the language displayed on the terminal.
While there are multiple ways to customize greetings, the easiest method
is by accessing the Quick Setup Menu. The header lines 5 and 6 and footer
lines 1 to 4 are editable, allowing you to create your own message.
Follow these instructions to add greetings or your GST/HST number to the receipt.
1 Press 6.
2 Enter
3 Select
4 Select
5 Press
6 Press
PASSWORD
TERMINAL
VIEW
NEXT
EDIT
and press OK.
(F4).
(F2).
(F2) until either
HEADER LINE 4, 5, or 6
appear.
(F3) and then enter your own message.
(Refer to the ALPHA section for instructions on how to enter letters.)
EXIT
7 Press
(F4) when finished.
Terminal Security
To minimize the risk of unauthorized transactions being processed through
your terminal after your business hours, log off the terminal at the end of
each business day and log on again at the beginning of each business day.
The Manager Password allows you to restrict access to various terminal
functions and financial transactions that impact your financial account (e.g.,
refunds, voids).
V
X
810 DUET REFERENCE GUIDE 30
Page 36
The Manager Password
The Manager Password restricts access to various terminal functions as
well as financial transactions that impact your financial account (e.g.,
refunds and voids).
IMPORTANT: You, the merchant, are solely responsible for the security
of the Manager Password. If your Manager Password is
compromised, change the password immediately.
31 VX 810 DUET REFERENCE GUIDE
Page 37
CHAPTER 7
Training and Demo Mode
The Vx 810 DUET has a built-in demo feature which, when activated, allows
you to train and/or run test transactions without affecting the terminal total
amounts, your financial accounts or customers’ accounts. You can access
Demo Mode through the Configuration Menu.
1 From the Main Menu press OK.
2 Select
3 Enter
4 At “
You can use the demo feature with the Quick Cards to familiarize yourself
with the operation of the terminal.
While the terminal is in Demo mode:
t The DEMO icon (
t The Demo mode supports all financial transaction types.
t All financial transactions will be approved.
t The message
t All transactions will be stored in the terminal’s memory while you
t All receipts for demo transactions and reports on demo totals will have
t If you power off the terminal while it is in Demo mode, it will still be in
t If you change parameters while the terminal is in demo mode, those
SETUP
(F2).
PASSWORD
DEMO MODE”
To enable Demo Mode any open batch must first be settled.
and press OK.
press ON (F2).
DEMO
) displays on the left side of the screen on all
menus (except the applications menu).
APPROVED DEMO
will be displayed on the screen.
remain in Demo mode.
a DEMO banner printed across the top of them.
Demo mode the next time you power up the terminal.
changes will not be cleared when you exit Demo mode. Parameter
values affect the way the terminal works in both live mode and demo
mode. Any changes you make in demo mode will affect how the
terminal works when you perform live transactions.
V
X
810 DUET REFERENCE GUIDE 32
Page 38
CHAPTER 8
Processing Transactions
This chapter reviews the steps to process transactions. The Vx 810 can
accept credit, debit and chip cards. The topics covered in this chapter
include:
t How to process a Sale (Purchase)
t How to process a Phone Order
t How to issue a Refund
t How to issue a Void
t How to Force Capture a Transaction
t When and how to use the Pre-Authorization Transaction
t When and how to use Pre-Auth Complete
t When and how to delete a Pre-Authorization Transaction
Not all transactions listed above are supported for all card types.
Please note that if you have enabled any of the available optional features,
additional prompts may appear in the transaction sequence which will
alter the instructions covered on the following pages.
Basics of Processing “Chip” Cards
Unlike traditional credit and debit cards, cards with embedded integrated
electronic chips called “chip cards” or smart cards are read through a
x
specially designed chip reader, not a magnetic stripe reader. The V
810’s
chip card reader is located on the lower front of the PIN pad. When a chip
card is used as the payment method, the card is inserted into the chip card
reader and must remain in the reader until the PIN pad displays a prompt to
remove it.
IMPORTANT: The card must remain in the reader for the entire transaction.
Do not remove it until the “
33 VX 810 DUET REFERENCE GUIDE
PLEASE REMOVE CARD
” prompt appears.
Page 39
Chip cards can be customized by the card issuer with different applications
and methods of verifying the cardholder. Depending on the chip card
different prompts may appear. Some chip cards prompt for a PIN (like a
debit card), while others prompt for a signature (like a magnetic stripe credit
card).
If the chip card prompts for a
PIN
, the cardholder must enter their PIN. If the
PIN is wrong, they can retry. If they forget their PIN, cancel the transaction,
request another form of payment.
There are five basic steps to performing a transaction with a chip card.
1 Begin the transaction.
2 Check for the chip every time a cardholder gives you a card for payment.
3 When the
INSERT CARD
prompt appears, you or the cardholder
SWIPE
or
must insert the chip card into the chip card reader.
4 Follow the prompts and have the cardholder follow their prompts.
t Some chip cards prompt for a PIN (like a debit card);
t If the PIN is incorrect, the cardholder will be prompted to retry. If
the cardholder cannot remember their PIN, cancel the transaction,
request another form of payment.
t Other chip cards print a signature line on the Merchant copy of
the receipt (like a magnetic stripe credit card) for the cardholder to
sign.
t Look for
receipt. If
SIGNATURE NOT REQUIRED
SIGNATURE NOT REQUIRED
on the Merchant copy of the
appears, no signature is
required.
t If a signature line appears, the cardholder must sign the receipt.
5 When the
PLEASE REMOVE CARD
prompt appears, remove the chip card.
The terminal will beep if the chip card is left in the reader after the
transaction is completed.
For more information about chip cards,
please visit our website: americanexpress.ca/chip.
V
X
810 DUET REFERENCE GUIDE 34
Page 40
How to Process a Sale
Your Vx 810 DUET has been designed to authorize and capture transactions.
Once you select the
the card account number and the transaction amount.
The card number may be entered in three ways, depending on the card type
and/or condition:
t by swiping the card through the PIN pad’s magnetic stripe reader
t by manually keying the account number using the numeric keypad
t by inserting a chip card into the PIN pad’s chip reader
Your specific application configuration and card entry method may prompt
you to enter additional information (tip amount, server ID, invoice number,
expiration date, CID, etc.) before sending the authorization request to the
Issuer. Once the authorization is approved, a receipt prints.
The steps below apply to all sales. After completing the first three steps,
proceed to the applicable section.
1
At the Main Menu select
2
If Server/Clerk ID option is set up, enter (1 to 4 digits) then press OK.
3
Enter
AMOUNT
Purchase
transaction, the display prompts you to enter
PURCHASE
by pressing F2.
(1 to 7 digits) then press OK.
Credit Sale (Card Swiped)
1 Swipe the credit card.
2 If tip option is set up, enter
TIP AMOUNT
and press
OK.
3 A receipt will print upon successful completion of the transaction.
YES
4 Press
(F1) to print customer receipt.
5 Detach receipt for signature.
35 VX 810 DUET REFERENCE GUIDE
Page 41
Credit Sale (Card Manual Entry)
Use the following steps in cases when the card’s magnetic stripe cannot
be read, or when you need to enter a transaction without the card being
present. In this case, additional prompts will appear.
1 At
“INSERT OR SWIPE
2 At “
3 At “
4 At “
EXPIRATION DATE (YYMM)
press
OK.
CARD PRESENT
IMPRINT THE CARD
5 If tip is set up, enter
6 At “
V-CODE
”, enter the card’s CID, CVV2 or CVC2, then press
...” key the 13-16 digit account number. Press OK.
” enter the 4-digit expiration date, then
” press
YES
(F1).
” press
TIP AMOUNT
OK.
then press
OK.
OK.
7 A receipt will print upon successful completion of the transaction.
YES
8 Press
(F1) to print customer receipt.
9 Detach receipt for signature.
Debit Card Sale
1 Swipe the debit card.
2 Hand the PIN pad to the customer to confirm amount by pressing
3 If prompted, the customer presses F1
amount and presses
OK
or F3
(NO)
(YES)
to add a tip, enters tip
to bypass tip.
4 The customer confirms the total amount (including tip) by pressing
CHQ
(F1) or
SAV
5 Customer presses
6 Customer enters PIN into pad and presses
(F2).
OK
on the PIN pad.
OK.
OK
7 A receipt will print upon successful completion of the transaction.
YES
8 Press
(F1) to print customer receipt.
.
EMV (Chip) Cards
1 Ask the customer to insert Card and confirm transaction by pressing
2 Follow the display prompts based on the card type (credit or debit).
3 Remove card when instructed by the terminal.
X
V
810 DUET REFERENCE GUIDE 36
YES.
Page 42
How to Process a Phone Order
Use
Phone Order
note that it is important that you are vigilant when accepting orders without
the card present as such transactions run a higher risk for fraud.
This transaction is only valid for Phone Orders for Card Not Present.
to process a transaction without the card present. Please
Card Not Present transactions are handled in the
same manner for credit or chip cards.
1 At the Main Menu select
2 Manually key the
3 Enter
EXP DATE (Y YMM)
ACCT #
4 If tip is set up, enter
V-CODE
5 At “
”, enter the card’s CID, CVV2 or CVC2, then press
PHONE ORDER
then press OK.
then press OK.
TIP AMOUNT
and press OK.
by pressing F3.
OK.
6 A receipt will print upon successful completion of the transaction.
YES
7 Press
(F1) to print customer receipt.
37 VX 810 DUET REFERENCE GUIDE
Page 43
How to Issue a Refund
Use
Refund
to issue a credit on a cardholder’s credit or debit card. The steps
below apply to all refunds. After completing the first three steps, proceed to
the applicable section.
At the Main Menu, press
1
SCROLL
until
REFUND
appears
and select F1.
2
Enter
3
Enter
PASSWORD
AMOUNT o
and press
OK.
f the refund and press
OK.
Credit Cards
1 Swipe the credit card.
2 A receipt will print upon successful completion of the transaction.
YES
3 Press
(F1) to print customer receipt.
Debit Cards
1 Swipe the debit card.
2 Hand the PIN pad to the customer to confirm amount by pressing
3 The customer confirms the total amount by pressing
4 Customer presses
5 Customer enters PIN into pad and presses
CHQ
(F1) or
SAV
(F2).
OK
OK.
on the PIN pad.
6 A receipt will print upon successful completion of the transaction.
YES
7 Press
(F1) to print customer receipt.
OK.
EMV (Chip) Cards
1 Ask the customer to insert Card and confirm transaction by pressing
2 Follow the display prompts based on the card type (credit or debit).
3 Remove card when instructed by the terminal.
X
V
810 DUET REFERENCE GUIDE 38
YES.
Page 44
How to Force Capture a Transaction
Use
Force
to enter a transaction previously authorized through another
means when the Vx 810 was not available for operation. The
transaction allows you to include the sale in the batch for processing and
payment.
This transaction is NOT available for Debit Cards or Chip Cards.
Force
1 At the Main Menu,
2 Enter
AMOUNT
SCROLL
and press
until
OK.
FORCE
appears, then press F2.
3 Swipe the card or enter the full card account number and press
4 At “
5 At “
6 At “
7 Detach receipt and press
EXPIRATION DATE (Y YMM)”
IMPRINT CARD”
APPROVAL CODE”
imprint card and press
enter code previously received and press
YES
enter date and press
OK.
OK.
(F1) to print customer receipt. If the
customer has left press NO (F2).
OK.
OK.
39 VX 810 DUET REFERENCE GUIDE
Page 45
How to Void a Transaction
Use
Void
to remove a charge from the existing batch. Transactions not in the
current batch must be handled as credits. The steps below apply to all voids.
After completing the first three steps, proceed to the applicable section.
At the Main Menu, select
1
Enter
2
Press
3
PASSWORD
YES
YES
(F1) again or choose to retrieve the transaction by invoice number (F1)
and press OK
(F1) to void the last transaction and confirm by pressing
VOID
(F4).
.
or last four digits (F2).
Credit Cards
1 Swipe the card or enter the card number and press
OK.
2 A receipt will print upon successful completion of the transaction.
YES
3 Press
(F1) to print customer receipt.
Debit Cards
1 Hand the PIN pad to the customer to confirm amount by pressing OK
2 If prompted, the customer presses
YES (F1)
to add a tip, or
NO (F3)
to
bypass the tip.
3 If “yes” is selected, customer enters tip amount and presses OK.
4 The customer confirms the total amount (including tip) by pressing OK
5 Customer presses
CHQ
(F1) or
SAV (
F2).
6 Customer enters PIN into pad and presses OK on the PIN pad.
7 A receipt will print upon successful completion of the transaction.
YES
8 Press
(F1) to print customer receipt.
.
.
EMV (Chip) Cards
1 Ask the customer to insert Card and confirm transaction by pressing
2 Follow the display prompts based on the card type (credit or debit).
3 Remove card when instructed by the terminal.
X
V
810 DUET REFERENCE GUIDE 40
YES.
Page 46
How to use Pre-Authorization Transactions
Pre-Authorization transactions involve a two-step process – a
followed by a
Pre-Auth Compl
. This transaction combination is typically
Pre-Auth
used for handling gratuities – when an authorization request is required
before the tip amount is known.
The
Pre-Auth
transaction will initiate an authorization for the pre-tip amount
and print a receipt for the customer to sign.
Once the customer has added a tip, the
Pre-Auth Compl
transaction is used
to adjust the total and to move the transaction into the active batch for
settlement.
A batch cannot be closed with open Pre-Auths. Pre-Auths must be
changed to Pre-Auth Compl or removed from the file using Del Pre-Auth.
Pre-Authorization transactions cannot be used with debit cards.
Credit Pre-Authorization
The
Pre-Auth
amount before the final amount is determined (such as before a tip is added)
and to print a receipt for the customer’s signature.
transaction is used to obtain an authorization for an estimated
1 At the Main Menu
2 Enter
PRE-AUTH AMOUNT
SCROLL
until
(1 to 7 digits) and press OK.
3 Swipe credit card and press OK.
4 Processing…
APPROVED
5 Detach receipt and press
41 VX 810 DUET REFERENCE GUIDE
.
YES
(F1) to print customer receipt.
PRE-AUTH
appears, then press F4.
Page 47
Credit Pre-Authorization Completion
Use the
Even if the amount does not change, a
move the transaction into the batch for settlement. When the original
Pre-Auth
Pre-Auth Compl
transaction to revise the
Pre-Auth Compl
Pre-Auth
transaction.
must be used to
amount displays, the terminal asks for a new amount. An amount
must be entered even if it is the same base amount. If the new amount now
includes a tip, enter the original amount. You will be prompted for the tip on
a subsequent screen.
The Pre-Auth Completion must be performed on the same terminal as the Pre-Auth.
1 At the Main Menu
SCROLL
until
PRE-AUTH COMPL
appears, then press F4.
2 Choose how to retrieve the transaction:
INVOICE #
(F1) or
ACCT #
(last 4 digits) (F2).
3 Enter “retrieve by” detail and press OK.
YES (
F1
4 Confirm transaction data by pressing
5 Enter “
NEW AMT”
(an amount must be entered even if there is no
).
change. Do Not use this field to add the tip) then press OK.
TIP
6 Enter “
7 Processing…
8 Detach receipt and press
” (1 to 7 digits; if no tip, leave blank) then press OK.
APPROVED.
YES
.
Delete Pre-Authorization
A
Del Pre-Auth
Pre-Auth batch. This situation could occur if the customer decides to use a
different form of payment after the initial Pre-Auth was entered.
1 At the Main Menu,
2 Choose how to retrieve the transaction:
INVOICE #
3 Enter “retrieve by” detail and press OK.
4 Confirm transaction data
5 The terminal displays the following confirmation
is used to remove a
A Del Pre-Auth does not restore the customer’s open to buy.
SCROLL
(F1)
or
ACCT #
(last 4 digits)
V
until
YES (
Pre-Auth
DEL PRE-AUTH
(F2).
F1);
NO (
F2); or
transaction from the terminal’s
appears, then press F2.
NEXT
(F3).
PRE-AUTH DELETED
X
810 DUET REFERENCE GUIDE 42
.
Page 48
CHAPTER 9
Balancing and Settling a Batch
Before closing a batch to settle, you should verify the total dollar amount for
your sales and refunds. This chapter reviews several reports that are used
to verify that the batch is accurate, followed by the procedures to settle a
batch.
At the end of each business day you must process a
the funds from your POS transactions are deposited to your business account.
Settlement
transaction so that
Totals Report
Before closing the batch, you should
compare the total of the paper receipts
against the terminal totals. This will confi rm
that the amount you transmit is correct,
thereby ensuring proper payment.
1 Press the
2 Press
REPORTS
TOTALS REPORT
key (4th purple key).
(F2).
3 A report will print listing the number of
transactions by Card type and the grand
total.
43 VX 810 DUET REFERENCE GUIDE
Page 49
Pre-Auth Report
In the event that you use Pre-Auth transactions in your business, the
terminal can print a report of any open Pre-Auths in your batch before you
settle. The Pre-Auth report is accessed from the Reports menu and prints
details for transactions that require completion.
1 Press the
SCROLL
2
until
REPORTS
PRE-AUTH
key (4th purple key).
appears, then
press F2.
Batch Review
The Batch Review process retrieves
transactions in the current batch by using
the following retrieval methods:
t Server/Clerk #
t Transaction Amount
t Last 4 digits of Acct #
t Invoice #
1 At the Main Menu
BATCH REVIEW
appears, then press F4.
SCROLL
until
2 Choose how to retrieve the transaction:
SRVR/CLRK
3 Enter “
4 Confi rm transaction data by pressing
(if used)
RETRIEVE BY
(F1)
,
AMT (F2), ACCT
(last 4 digits)
” detail and press OK.
YES (F1).
(F3),
INV #
(F4)
.
Once the transaction is retrieved you may void the transaction. You can also
reprint the receipt for the retrieved transaction using the
REPRINT
key (third
purple key on the terminal). You may also navigate to the next or previous
transaction in the current batch search using the gray function keys.
When the server/clerk level password is used to access the batch review
process, only transactions related to that particular server or clerk can be
adjusted. To access the batch review for all transactions, the password level
must be a supervisor or manager.
V
X
810 DUET REFERENCE GUIDE 44
Page 50
Detail Report
The Detail Report will print the individual transaction total, listing the last 4
digits of the card and the invoice number.
1 Press the
2 Select
REPORTS
DETAIL REPORT
key (4th purple key).
(F3).
3 A report will print all the transactions in the batch, specifying the
transaction type and the grand total.
The transaction abbreviations are as follows:
t S = Purchase (Sale)
t R = Refund
t P = Phone
t V = Void
t RD = Debit refund
t SD = Debit Sale
t VD = Debit Void
t PC = Pre-Auth Completion
t OS = Force Sale
t Voids print after all Sales have been
listed. They appear as $0.00 for the
total.
t Refund Total lines print after the detail
of the Sales and Voids are listed.
t The Grand Totals section of the report
prints:
Tip Total, Cash Back and Surcharge lines
for each transaction option enabled,
such as Tip, Cash Back and Surcharge.
t Transaction status appears in far right
column such as: “m” represents a
manually entered transaction.
45 VX 810 DUET REFERENCE GUIDE
Page 51
How to Settle a Batch
Once you have reviewed all the batch reports, you are ready to perform
a Settlement transaction. If the totals in the terminal match the host, the
settlement is approved and is deleted from the terminal.
If the totals do not match, call the Help Desk at 1-877-834-7607 for
assistance.
IMPORTANT: All Pre-Auths must fi rst be either completed or deleted
before a settlement transaction can be processed.
1 At the Main Menu,
SCROLL
to
SETTLEMENT
and press F3.
2 If any Pre-Auth transactions are in
the batch, you may delete them by
YES
pressing
(F1).
3 The terminal prints totals and/or
detail report.
4 Processing…
YES
5 Press
(F1) to settle.
6 Processing…
Additional Settlement Information
t If the printer is disabled, anytime
printing is attempted during
settlement processing, the terminal
will display the message
DISABLED”
and settlement will continue.
“PRINTER
t If the number of records in the batch approaches the maximum
number of records, the error warning
“MUST SETTLE SOON”
will display
whenever a transaction is attempted.
t If the available RAM approaches the minimum total memory required
to store transactions in the batch, the error warning
will display whenever a transaction is attempted.
SOON”
t Once the batch size has reached its maximum,
“MUST SETTLE
“BATCH FULL”
is
displayed and no more transactions can be processed.
t If settlement is selected and no transactions exist in the batch for the
merchant selected,
“EMPTY BATCH”
is displayed.
X
V
810 DUET REFERENCE GUIDE 46
Page 52
CHAPTER 10
Important Phone Numbers
Terminal Issues
x
For problems or questions concerning your V
American Express Help Desk. The Help Desk can provide assistance with
power failure recovery issues, batch closing problems as well as activating
optional features.
1-877-834-7607 available 24 hours 7 days a week
Paper Resupply
To order printer paper, call 1-800-234-2755.
810 DUET device, contact the
47 VX 810 DUET REFERENCE GUIDE
Page 53
Page 54
Loading...