Settling The Batch; Clerk/Server Setup - VeriFone VX 520 Quick Reference Manual

14 | VERIFONE VX | QUICK REFERENCE GUIDE

SETTLING THE BATCH

Your transactions must ABOUT SETTLEMENT
be "settled" daily. Read
A Settlement operation is used to close the current batch and open
this section to ensure
a new batch for logging and accumulating transactions.
the settlement process
operates smoothly.
Your Verifone terminal stores transactions throughout the day and
sends batch totals of sales and refunds to the host (Chase) after the
close of business.
There are two settlement options: Manual Settlement and Auto
Settlement.
1 – MANUAL SETTLEMENT
If your terminal is set to manually settle, select Settlement from the
main menu and follow the prompts displayed.
2 – AUTO SETTLEMENT
If your terminal is set to automatically settle, it will automatically settle
transactions in the current batch at a specific, predetermined time,
within a 24-hour period. When configured, auto settlement begins any
OPEN BATCH
time after the set time occurs if there are transactions in the batch.
INDICATOR
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.)
When a batch is open,
then auto settlement occurs any time after 22:30:00. If the terminal is
the VX 520 terminal
turned off before the set time, and turned on again (usually the next
displays OPEN on the
morning), auto settlement occurs at that time.
menu screen, and the
VX 680 terminal displays
$ on the menu screen.
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LOG ON/OFF CLERK/SERVER
Used to log on clerks/servers as their shifts begin, and log them off
at the end of their shifts.
ADD CLERK/SERVER
Adds new clerks/servers to your terminal. You will be prompted to
create an ID and a password for each new clerk/server.
The clerk/server ID may be up to 4 digits in length and the password
may be 5–10 digits in length.
MODIFY CLERK/SERVER
Allows modification of a clerk's/server's password.
DELETE CLERK/SERVER
Removes a single clerk/server from the terminal.
CLEAR CLERK/SERVER
This option is used to clear clerk/server totals from the clerk/server's
internal totals file.
QUICK REFERENCE GUIDE | VERIFONE VX | 15

CLERK/SERVER SETUP

Accessible through
the main menu, the
clerk/server setup
feature allows you
to manage IDs and
passwords.
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