VeriFone VX670 Quick Reference Manual page 2

This Quick Reference Guide provides you with simple, step-by-step instructions of your daily terminal operations. For your convenience, the guide is divided into the following sections:
TERMINAL START-UP
When the terminal is first started up, whether at initial installation or
when electrical power has been removed and then reapplied, the
following screen will display. When this screen displays, press F2 to
select SOFTPAY-FDCC.
DATE TIME
COMMSERVER
SOFTPAY-FDCC
[OPTIONAL]
1) Purchases
Magnetic-stripe credit cards may be swiped or keyed, but if you key a
credit card, you must obtain a manual imprint of the card to prove that
the card was present. Failure to do so could result in a chargeback.
Chip cards are inserted by the cardholder into the card reader and
must remain inserted for the duration of the transaction. CHIP Cards
may not be embossed for imprinting and should be swiped only if your
terminal prompts you to do so. Note: For Debit and CHIP card transac-
tions, you will be prompted to pass the terminal to the customer, who
will confirm the amount and enter their PIN to process the transaction.
1 2 3
DATE TIME PURCHASE PURCHASE
PURCHASE
ENTER CLERK ID/
REFUND
SERVER ID:
AMOUNT: $0.00 (optional)
SETTLEMENT
CORRECTION
Enter the amount of Enter the Clerk/
the sale/purchase Server ID number
using the keypad. and press the OK
Press F1 for Press the green OK key.
PURCHASE. key when finished.
4 5 6
PURCHASE PURCHASE YES PURCHASE
TOTAL: 0.00
SWIPE INSERT OR
ENTER ACCT#: TOTAL: $1.00 NO APPROVED
If the card is a CHIP The cardholder The screen will
card, pass the termi-
should press F0 for display status
nal to the cardholder YES to process the and a merchant
to insert his/her transaction or F1 for receipt will print.
card, confirm the NO to decline the The customer
amount and enter amount and stop should provide the
the PIN. If it is not a
the transaction. terminal back to you
CHIP card, you will at this time.
swipe the magnetic
stripe or key enter
the card number.
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PURCHASE
TEAR RECEIPT
PRESS ENTER KEY
Tear the merchant
copy receipt off
and then press the
green OK key to
print the customer
copy.
2) Corrections (Reversals)
Sales or credits that were performed incorrectly may be corrected in
the terminal. These reversals can only be done if the terminal has not
been balanced since the incorrect transaction was made. If the termi-
nal was balanced, refer to section 4-Refunds. If the transaction being
reversed is a debit card transaction, the card must be present.
1 2 3
DATE TIME CORRECTION YES CORRECTION INV#
NO
PURCHASE
REFUND
CORRECT LAST? RETRIEVE BY:
SETTLEMENT
CORRECTION
If you wish to Press F1 to search
correct the last for your transaction
transaction, press by invoice number
F0 for YES. If you or F1 to search by
Press F4 for
wish to correct any account number.
CORRECTION
other transaction in
the batch, press F1
for NO.
4 5 6
CORRECTION CORRECTION YES CORRECTION YES
NO
NEXT
INVOICE #10
INVOICE NUMBER: INVOICE #9
(optional)
Enter the invoice If your transaction is
If you chose Next,
number, or if you shown, press F0 for the next transaction
chose ACCT#, YES. If you press F1 is displayed. Press
enter the last four for NO, you will F0 for YES to correct
digits of the account cancel the correc- this transaction,
number, to find your tion. If you press F2
press F1 for NO to
transaction and for NEXT, you will cancel or F2 for
press the green OK move to the next NEXT to move to the
key to continue. transaction in the next transaction in
batch. the batch.
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CORRECTION CORRECTION
TEAR RECEIPT
APPROVED PRESS ENTER KEY
The correction will Tear the merchant
reverse the transac- copy receipt off
tion and update the and then press
batch. the green OK key to
print the customer
copy.
1) Purchases 2) Corrections (Reversals)
5) Reprinting 6) Reports and Balancing
3) Pre-Authorization
Pre-authorization of a credit card provides you with an approval code
confirming that funds are available to the cardholder. It does not
charge the card. The customer is charged the transaction amount only
upon completion of the pre-authorization transaction. Pre-authorizing
a card places a hold on the funds for a period of five to seven days. If
you do not complete the pre-authorization within this time, the hold
will be released. CHIP cards being used for a Pre-Auth will require the
ACCT#
cardholder to be present for PIN entry.
1 2
DATE TIME CORRECTION
PURCHASE FORCE
REFUND PREAUTH/COMPLTE
SETTLEMENT BALANCE INQ
CORRECTION
Optional screen if
you choose to scroll
down, rather than
press the 2nd purple
Press the 2nd
key in step 1. From
purple key from
here, press F2 for
the left for the
NO
PREAUTH/COMPLTE
PREAUTH/COM-
NEXT
PLTE menu or press
the down arrow
to search for PRE-
AUTH/COMPLTE.
4 5
PREAUTH PRE-AUTH
ENTER CLERK ID/
SERVER ID:
AMOUNT: 0.00 (optional)
Enter the amount Enter the Clerk/
of the Pre-Autho- Server ID number
rization using the and press the green
keypad. Press the OK key.
green OK key.
7 8
PREAUTH YES PREAUTH
NO
TOTAL: $1.00 APPROVED
The screen will
Press F0 for YES to
display status as the
process the transac-
terminal connects
tion or F1 for NO to
and processes the
decline the amount
transaction, and the
and stop the trans-
merchant receipt
action.
will print.
3) Pre-Authorization
PRE-AUTHORIZATION continued
Use Pre-authorization in order to:
 Access the tip line in restaurant or salon settings
 Place a hold on funds for hotel check-in, car or equipment rental
Refer to your card acceptance agreement for more information
regarding pre-authorizations. In restaurant environments, pre-authori-
zations should not be done when CHIP cards are presented by the card-
holder. Chip cards in a restaurant environment should be processed
as "PURCHASE" transactions. Tip entry is available at the time of the
purchase for CHIP and debit cards.
3 1
PREAUTH/COMPLTE DATE TIME
PREAUTH
PURCHASE
COMPLETE
REFUND
DELETE PREAUTH
SETTLEMENT
PREAUTH WREPORT
CORRECTION
Press F1 for Optional screen if
PREAUTH. you choose to scroll
down, rather than
press the 2nd purple
key in step 1. From
Press the 2nd purple
key from the left for here, press F2 for
PREAUTH/COM-
the PREAUTH/COM-
PLTE menu or press PLTE.
the down arrow
to search for PRE-
AUTH/COMPLTE.
6 4
COMPLETE CLRK COMPLETE
PREAUTH
AMT
TOTAL: $1.00 ACCT
SWIPE INSERT OR INV#
ENTER ACCT#:
RETRIEVE BY: INVOICE NUMBER:
If the card is a CHIP
Press F0 - F3 for Enter the search
card, pass the termi- your choice of criteria such as
nal to the cardholder search method: invoice number. The
to insert his/her card, By Clerk, Amount, leading zeros in an
confirm the amount Account Number or invoice number are
and enter the PIN. If
Invoice Number. not required.
it is not a CHIP card,
you will swipe the
magnetic stripe or
key enter the card
number.
7
9
COMPLETE COMPLETE
PURCHASE
TOTAL $2.00
AMOUNT $1.00
TEAR RECEIPT
NEW AMOUNT $0.00 APPROVED
PRESS ENTER KEY
Enter the new The approval mes-
Tear the merchant
amount of the trans- sage will display. The
copy receipt off
action, including receipt will print. If
and then press
adjustments and/ "NO RECEIPT" is dis-
the green OK key to
or tips. Press green played, a receipt can
print the customer
OK key. be printed using the
copy.
REPRINT feature by
pressing the 3rd purple
key from the left.
4) Refunds (Credit)
2 3
CORRECTION PREAUTH/COMPLTE
PREAUTH
FORCE
COMPLETE
PREAUTH/COMPLTE
DELETE PREAUTH
BALANCE INQ
PREAUTH REPORT
Press F2 for
COMPLETE.
5 6
COMPLETE COMP
PREV
NEXT
INVOICE #9 EXIT
If your transaction is
shown, press F0 for
COMP. If you press
F1 or F2 for PREVI-
OUS or NEXT, you
will move to the next
or previous open
pre-auth transaction
in the batch.
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