Moneris Vx810 Duet Operating Manual
  1. Manuals
  2. Brands
  3. Moneris Manuals
  4. Touch terminals
  5. vx810 duet
  6. Operating manual

Moneris Vx810 Duet Operating Manual

Hide thumbs Also See for Vx810 Duet:
Table of Contents

Advertisement

Quick Links

Download this manual See also: User Manual, Using Manual
Moneris Vx810 Duet
OPERATING MANUAL
Software Version 4.21d
Documentation v1.3.1
Documentation Date: February 13, 2014

Advertisement

Table of Contents
loading
Need help?

Need help?

Do you have a question about the Vx810 Duet and is the answer not in the manual?

Questions and answers

Subscribe to Our Youtube Channel

Related Manuals for Moneris Vx810 Duet

Summary of Contents for Moneris Vx810 Duet

  • Page 1 Moneris Vx810 Duet OPERATING MANUAL Software Version 4.21d Documentation v1.3.1 Documentation Date: February 13, 2014...
  • Page 2 Corporation (“Moneris”). This manual is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this manual.

  • Page 3: Table Of Contents

    Merchant Parameters (Edit Format Menu) ............. 20 2.2.10 Dial Communications Parameters (Edit CPT Menu) ........23 2.2.11 Moneris Host Parameters (Edit Hosts Menu) ..........24 2.2.12 Additional Merchant Parameters (Edit MIT Menu) ........25 2.2.13 Ethernet Communication Parameters (Edit ECT Menu) ......... 26 2.2.14...
  • Page 4 Corporate Cards ....................42 2.3.20 Credit Pre-dial ....................42 2.3.21 Debit Pre-dial ....................42 2.3.22 The Moneris Gift & Loyalty Programs ............43 Procedures ........................44 2.4.1 Setting the Terminal's Manager Password ............45 2.4.2 Powering Up the Vx810 Duet ................45 2.4.3...
  • Page 5 CHAPTER THE MONERIS VX810 HARDWARE ................ 55 The Moneris Vx810 Duet Terminal ................55 Setting up the Terminal ....................55 The Vx810 Communications Base ................56 The Communications Cables ..................56 3.4.1 The Dial Communications Cable ..............56 3.4.2 The Ethernet Communications Cable .............. 57 The Terminal Keypad ....................
  • Page 6 4.16 Configuring Multi-Terminal Reporting ................. 83 4.16.1 Adding a Terminal Name ................. 83 4.16.2 Deleting a Terminal Name................84 4.17 Configuring Private Label Cards ................... 84 4.18 Configuring Corporate Cards ..................84 4.18.1 Enabling the Corporate Card Feature ............84 Moneris Vx810 Duet Operating Manual...
  • Page 7 5.15 Manually Processing Credit Transactions ..............112 5.15.1 Manually Processing Credit Transactions UNDER the Floor Limit ..... 112 5.15.2 Manually Processing Credit Transactions OVER Floor Limit ...... 113 CHAPTER ADMIN TRANSACTIONS ..................115 Logging On ........................115 Logging Off ......................... 115 Moneris Vx810 Duet Operating Manual...
  • Page 8 7.10 The EMV Parameters Report ..................126 7.11 Private Label Card Transactions on Reports ..............127 7.12 The Batch History Report .................... 127 CHAPTER THE MONERIS GIFT & LOYALTY PROGRAMS............ 129 Enabling Gift & Loyalty Programs ................129 Gift Card Transactions ....................129 8.2.1 Processing a Purchase with a Gift Card ............
  • Page 9 Gift & Loyalty Communications Parameters ..........156 8.9.4 Gift & Loyalty Terminal Parameters ............. 157 8.9.5 Adding Clerk IDs to the Moneris Gift & Loyalty Application ....... 159 8.9.6 Deleting Clerk IDs from the Moneris Gift & Loyalty Application ....160 8.9.7 Configuring Tip Processing for Moneris Gift Cards ........
  • Page 10 CHAPTER TROUBLESHOOTING ..................... 171 10.1 Error Messages on the Moneris Vx810 Duet Terminal ..........171 10.2 Gift & Loyalty Error Messages on the Vx810 Duet Terminal ........179 10.3 Solving Hardware Problems ..................180 10.4 Additional Documentation ................... 182 10.5 Merchant Direct Secure Message Centre ..............182 10.6 Telephone Assistance....................

  • Page 11: Introduction

    The Vx810 Duet supports magnetic stripe and chip cards for debit and credit transactions, contactless cards for credit (and some debit) transactions, and magnetic stripe cards for purchasing card transactions.

  • Page 12: Caring For Your Moneris Hardware

    1-866-421-1666. Note: Do NOT use the MSR cleaning card in the Chip Card Reader. It is recommended that merchants obtain their POS stationery and paper rolls from Moneris to ensure that these supplies comply with the applicable specifications.

  • Page 13: Features And Procedures

    2. Features and Procedures The Vx810 Duet terminal can be set up to access and process a variety of transactions for a variety of card types. The terminal supports magnetic stripe and chip cards for debit and credit transactions, contactless cards for credit (and some debit) transactions, and magnetic stripe cards for purchasing card transactions.

  • Page 14: Card Information Security

    2.1.3 Communications Status The terminal connects to the Moneris host each time you begin a transaction (it does not make any noise when it attempts to connect). As the terminal communicates with the Moneris host, it displays "Processing" to indicate that the transaction is proceeding correctly.

  • Page 15: Demo Mode

    2.1.4 Demo Mode Demo Mode allows you and your employees to practice operating the Moneris Vx810 Duet terminal WITHOUT affecting your terminal total amounts, your financial accounts or your customers’ accounts. Note: Demo Mode is available only if you close your terminal batches on the terminal (Merchant Close).
  • Page 16 Select Next to move to the next feature. When you are finished making changes: Select Exit. The "Save Changes?" prompt appears. Select OK. The menu re-appears. Icons displayed on the menus: Icon Indicates: CommServer is being used for Ethernet communications Moneris Vx810 Duet Operating Manual...

  • Page 17: The Applications Menu

    To access the applications menu from any screen: • Press the * (asterisk) key. Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: If the "Change Password" menu appears, refer to Setting the Terminal's Manager Password for instructions. Moneris Vx810 Duet Operating Manual...

  • Page 18: The Transactions (Debit & Credit) Menu

    Batch Clear clear the batch on the terminal - do not use unless instructed to do so by Moneris Merchant Service Centre Batch Reclaim reclaim the batch on the terminal The Transactions Menu To access the transactions (DEBIT &...

  • Page 19: The Pre Auth Menu

    The message "Activating App..." is displayed, then the transactions menu appears. Select Pre Auth. To return to the applications menu: • Press the red CANC ANNUL key then press the * (asterisk) key. Note: For instructions on navigation through the menus, see The Menu Feature. Moneris Vx810 Duet Operating Manual...

  • Page 20: The Reports Menu

    2.2.4 The Reports Menu This menu allows you to produce a variety of reports containing information about transactions stored in the terminal memory, transactions stored on the Moneris host and the configuration of the terminal. The terminal must be initialized before this menu can be accessed.
  • Page 21 Press the REPORTS key (first purple key on the right). To return to the applications menu: • Press the red CANC ANNUL key then press the * (asterisk) key. Note: For instructions on navigation through the menus, see The Menu Feature. Moneris Vx810 Duet Operating Manual...

  • Page 22: The Configuration Menu

    The CONFIGURATION Menu To access the CONFIGURATION menu: On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed, then the transactions menu appears. On the transactions menu, press the green OK key. Moneris Vx810 Duet Operating Manual...

  • Page 23: The Setup Menu

    The message "Activating App..." is displayed, then the transactions menu appears. At the transactions menu, press the green OK key to display the CONFIGURATION menu. Select Setup. At the "Password:" prompt, key in the manager password and press the green OK key. Moneris Vx810 Duet Operating Manual...

  • Page 24: Terminal Parameters (Edit Terminal Menu)

    Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Tip% nn.nn...
  • Page 25 Sets the maximum dollar amount to which surcharge can apply (e.g. 5000 = $5000.00). This amount excludes cents. Note: The maximum value allowed is 9999. Key in the Surcharge Max Limit and press the green OK key. Moneris Vx810 Duet Operating Manual...
  • Page 26 Note: This value is listed as the "PABX Access Code" on the Terminal Parameters Report. Histories Limit Do Not change this parameter unless directed to do so by Moneris. Show CB Choices Enables/disables the display of debit transaction Cashback pre-set amounts on the terminal and, if applicable, the external PINpad.
  • Page 27 You can also configure the maximum dollar amount the customer can request as cashback (Amt Limit). Merch Password Do Not change this parameter unless directed to do so by Moneris. Commercial on? Enables/disables processing of Purchasing Cards (a.k.a., Commercial Cards or Corporate Cards).

  • Page 28: Receipt Parameters Menu (Edit Pct)

    Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Header Line 2 to 5 The third through sixth lines of text that appears after your merchant name and address at the top of the receipt.
  • Page 29 Note: Selecting Off results in the "printer disabled" message any time a report should be printed or "Printer Error" any time a financial transaction is attempted). Large Amt Print Determines whether to print double-wide characters for amount lines, the Sequence number and the Original Auth #. On (default) Moneris Vx810 Duet Operating Manual...

  • Page 30: Merchant Parameters (Edit Format Menu)

    Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Term Id The Moneris Terminal ID.
  • Page 31 Processing. Off (default) Note: The EnhancedTipProc parameter must be enabled. Note: This parameter does not apply if an external PINpad is connected to your terminal. Ask Inv Num? Enables/disables the Invoice #: prompt. Off (default) Moneris Vx810 Duet Operating Manual...
  • Page 32 "Swipe or Insert Card" prompt during a Pre- Authorization and you can swipe the card even if it is a chip card. DispEMVPreAuth Do Not change this parameter unless directed to do so by Moneris. Use Def. Clrk? Enables/disables the automatic use of the...

  • Page 33: Dial Communications Parameters (Edit Cpt Menu)

    Pri Auth Phone The Moneris phone number is automatically loaded into this parameter during initialization. If blank, key in the Moneris authorization phone number and press the green OK key. Sec Auth Phone The Moneris phone number is automatically loaded into this parameter during initialization.

  • Page 34: Moneris Host Parameters (Edit Hosts Menu)

    Prompt Backup - If Ethernet communication is not available, the terminal will display "Use Backup Com Confirm". Select Yes to have the terminal attempt to use the dial line to communicate with the Moneris host OR select No to cancel the transaction. The "IP Connection Failed" message appears, then the terminal display the transactions menu.

  • Page 35: Additional Merchant Parameters (Edit Mit Menu)

    Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Merchant Number Do Not Change.

  • Page 36: Ethernet Communication Parameters (Edit Ect Menu)

    Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Record Title Do Not Edit.
  • Page 37 Do Not Edit. Txn Send Buf Siz Do Not Edit. Txn Recv Buf Siz Do Not Edit. Host Username Do Not Edit. Host Pwd Do Not Edit. Init Func Do Not Edit. DeInit Func Do Not Edit. Moneris Vx810 Duet Operating Manual...

  • Page 38: Cashback Parameters (Cashback Menu)

    The Menu Config menu allows you to determine the menu items that are displayed and which of these require manager password for access. Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) > Menus/Keys > Menu Config menu Moneris Vx810 Duet Operating Manual...
  • Page 39 Password Level REPRINT Password Level REPORTS Password Level Quick Setup Password Level Cash Receipt Password Level Purchase Display on Menu Password Level Pre Auth Display on Menu Password Level Refund Display on Menu Password Level Moneris Vx810 Duet Operating Manual...
  • Page 40 Batch Clear Display on Menu Password Level Batch Reclaim Display on Menu Password Level CONFIGURATION Select Slct to display and edit the following sub-items: Setup Display on Menu Password Level Servers Display on Menu Password Level Moneris Vx810 Duet Operating Manual...
  • Page 41 Select Slct to display and edit the following sub-items: Cashback Display on Menu Password Level Edit Tables Display on Menu Password Level Pre Auth Select Slct to display and edit the following sub-items: Pre-Auth Rpt Display on Menu Password Level Moneris Vx810 Duet Operating Manual...
  • Page 42 2. Features and Procedures The following items cannot be edited: • Quick Setup • Phone • Terminal • Communications • Merchant • REPRINT • REPORTS • CONFIGURE SERVER • DOWNLOAD • TERM DOWNLOAD • Terminal Name Moneris Vx810 Duet Operating Manual...

  • Page 43: Optional Features

    Optional Features These features may be available on your terminal depending on the configuration of your Merchant ID on the Moneris host. If a feature is available on your terminal and you want to use it, you must enable and configure If you do not want to use a feature, you can disable it.

  • Page 44: Nsr Transactions

    Surcharge is NOT applicable to the following debit transactions: • Refund • Correction • Purchase Tapped (Contactless) A transaction that is below the minimum amount or above the maximum amount that you have configured. Note: Surcharge is not applicable to credit transactions. Moneris Vx810 Duet Operating Manual...

  • Page 45: Chip Cards

    As a best practice, always look for "VERIFIED BY PIN" on the Merchant copy of the receipt. If "VERIFIED BY PIN" appears, no signature is required. If a signature line appears, the cardholder must sign the receipt. Identifying a Chip Card Every time a cardholder presents a card: Moneris Vx810 Duet Operating Manual...

  • Page 46: Contactless Cards

    2.3.4 Contactless Cards If an optional modular contactless reader is connected to the Vx810 Duet terminal and your merchant account is configured for it, you can process transactions with contactless cards. Customers can simply tap or wave their card in front of a contactless reader and a transaction is completed in seconds with no signature verification or PIN entry.

  • Page 47: Signatureless Transactions

    Receipts. 2.3.7 Tip Processing Tip Processing on the Vx810 Duet has a number of features. Basic Tip Processing You can configure the terminal to prompt customers for a tip amount on Purchase, Pre-Authorization Completion and Advice transactions. If the customer enters a tip amount greater than 0, the amount is printed on the receipt below the base amount.

  • Page 48: Cashback

    Merchant ID. IMPORTANT: Clerk Subtotals must be cleared on a regular basis (weekly is recommended). If not, the Moneris host will automatically clear the totals when the number of transactions for a card type processed by a Clerk ID reaches 10,000.

  • Page 49: Invoice Number Prompting

    There are a number of factors that affect whether the terminal prompts for a Manager Password, including how the terminal is set up on the Moneris host and how you have configured the use of passwords on the terminal.

  • Page 50: Manual Card Entry Feature

    If the Manual Entry Password feature is disabled, the transaction flow is slightly different and is described in Purchase topic. To configure the password protection on manual card entry, see Configuring Password Protection on Manual Entry. Moneris Vx810 Duet Operating Manual...

  • Page 51: Multi-Terminal Reporting

    Private Label Card transactions appear as a separate card type on all reports that include credit card transactions. To configure Private Label Cards on the terminal, see Configuring Private Label Cards. To transact a Payment on a Private Label Card, see Transacting a Payment on a Private Label Card. Moneris Vx810 Duet Operating Manual...

  • Page 52: Corporate Cards

    To enable Debit Pre-dial: • Set the Debit Predial parameter to On. To disable Debit Pre-dial: • Set the Debit Predial parameter to Off. Moneris Vx810 Duet Operating Manual...

  • Page 53: The Moneris Gift & Loyalty Programs

    2. Features and Procedures 2.3.22 The Moneris Gift & Loyalty Programs The Moneris Gift & Loyalty programs allow you to offer your customers an electronic card-based program that is activated and processed through the Moneris Vx810 Duet terminal. There are two programs available: •...

  • Page 54: Procedures

    2. Features and Procedures Procedures Listed below are some of the more common procedures followed on the Vx810 Duet. For other, more specific procedures, see Financial Transactions, Admin Transactions, Reports, End-of-Day Procedure Demo Mode Transactions. • Powering up the terminal •...

  • Page 55: Setting The Terminal's Manager Password

    The Vx810 Duet 2-part Power Cable IMPORTANT: You must use the exact power adaptor and cable provided with the terminal by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to, the terminal. Moneris Vx810 Duet Operating Manual...

  • Page 56: Powering Down The Vx810 Duet

    2.4.3 Powering Down the Vx810 Duet The Moneris Vx810 Duet terminal does not have an ON/OFF switch. To power down (or turn off) the terminal, simply unplug the power cable from the power source, e.g. the wall jack or a power bar.

  • Page 57: Selecting The Terminal Language

    Selecting the Merchant Language The Merchant Language is used on merchant terminal prompts, the merchant copy of receipts and reports. The language is initially set on the Moneris host but it can be changed anytime through the CONFIGURATION menu. There are two ways of accessing the Set Language menu: from the...

  • Page 58: Taking A Manual Imprint Of A Credit Card

    To process a Refund, sign the sales draft yourself. Provide the customer with the Cardholder copy of the Sales Draft and retain the Merchant copy for your records. Press the green OK key to continue the transaction. Moneris Vx810 Duet Operating Manual...

  • Page 59: Finding A Transaction's Sequence And Orig Auth Numbers

    The Orig Auth # is used to select transactions from the terminal memory to process Refunds. To process a Refund: • Use the Orig Auth # (Appr Code) on the receipt of the transaction you want to refund. Moneris Vx810 Duet Operating Manual...

  • Page 60: Signing Credit Card Receipts

    To reprint the Cardholder copy of the last transaction receipt, select Last Receipt. • To reprint a different receipt, select Any Receipt, key in the transaction's Sequence Number and press the green OK key. The terminal prints the Cardholder copy of the receipt. Moneris Vx810 Duet Operating Manual...

  • Page 61: Printing A Cash Receipt

    The customer can key in a tip amount and press the green OK key. You can press the green OK key to print a Tip line and Total line on the cash receipt. The receipt prints and returns to the transactions menu. Moneris Vx810 Duet Operating Manual...

  • Page 62: Entering Alphabetic Characters And Punctuation

    Note: Use the yellow CORR key to delete characters one at a time. Punctuation and Special Characters Press the following keys followed by ALPHA to render the following characters: CHARACTER . (period or dot) \ (backslash) ~ (tilde) @ (at sign) / (slash) Moneris Vx810 Duet Operating Manual...

  • Page 63: Cancelling A Transaction

    Note: Punctuation and special characters are not allowed for Clerk IDs Invoice Numbers. 2.4.12 Cancelling a Transaction Note: Once the terminal has begun communicating with the Moneris host, i.e., once the "Processing" message is displayed , the transaction can no longer be cancelled. To cancel a transaction: •...

  • Page 64: Changing The Manager Password

    During a transaction, if you feel that a customer, card or transaction is suspicious and needs investigating, call the Moneris Merchant Service Centre and state that the call is a Code 10. This will alert the Moneris agent without alarming your customer. The operator will ask you some "Yes/No" questions and then provide instructions.

  • Page 65: Chapter 3. The Moneris Vx810 Hardware

    3. The Moneris Vx810 Hardware The Moneris Vx810 Duet Terminal The terminal consists of: • a hand-held terminal with: • an integrated PINpad • a backlit display • keypad • magnetic stripe reader • chip card reader • communications base with: •...

  • Page 66: The Vx810 Communications Base

    RS232 Use for the external PINpad. The Communications Cables The Vx810 Duet supports two types of communication, dial and IP, and has a separate port on the Duet base each type of communications cable. 3.4.1 The Dial Communications Cable The Dial Communications Cable...

  • Page 67: The Ethernet Communications Cable

    When the terminal is not performing any transactions or functions, and has been idle for a pre-set period of time, the terminal will display the applications menu. The Terminal Keypad The Vx810 Duet keypad and purple function keys The terminal keypad contains alphanumeric keys and function keys. Moneris Vx810 Duet Operating Manual...

  • Page 68: Alphanumeric Keys

    • change the direction of the arrow icon above the 1st purple function key. The yellow key located at the bottom centre of the keypad. Moneris Vx810 Duet Operating Manual...

  • Page 69: The Magnetic Stripe Card Reader

    MSR reads the information encoded on the card's magnetic stripe. To swipe a card, the magnetic stripe must be down and facing towards the terminal. Cards can be swiped from the back of the terminal forwards, or from the front of the terminal backwards. Moneris Vx810 Duet Operating Manual...

  • Page 70: The Chip Card Reader

    When the "Remove Card" prompt appears, pull the card gently out of the chip card reader. The Integrated Printer A thermal printer is integrated into the Moneris 810 Duet base. It prints black text on white, one-part thermal paper. To order additional paper rolls, see Assistance. To load a paper roll in the printer, see...

  • Page 71: The External Pinpad

    PINpad power cable. If an optional Vx810 external PINpad is connected to the Vx810 Duet and your merchant account is configured for it, customers must use the PINpad during transactions requiring their input to key in information while you keep the terminal in front of you.

  • Page 72: Transactions With The External Pinpad

    Use a power bar with surge protection where possible. IMPORTANT: You must use the exact power adaptor and cables provided by Moneris Solutions to work with the Moneris Vx810 terminal and PINpad. Failure to do so may affect the operability of or cause damage to the equipment.

  • Page 73: The Modular Contactless Reader

    3.10 The Modular Contactless Reader If an optional modular contactless reader is connected to the Vx810 Duet terminal and your merchant account is configured for it, you can process contactless transactions. In a contactless transaction, the customer taps a contactless card on the contactless reader instead of swiping or inserting it.

  • Page 75: Chapter 4. Configuring Your Terminal

    Configuring Your Terminal Your Vx810 Duet terminal can be set up to accept and process a variety of cards including debit cards, credit cards, Private Label credit cards, and corporate (a.k.a. purchasing) credit cards. The terminal can also be set up to support gift card programs and loyalty programs.

  • Page 76: Using Quick Setup

    Header Line 2 to 5 (also found in the Receipt Parameters menu and the Edit MIT menu) • Terminal Beep (also found in the Edit Terminal menu) • Multi Merch - Do Not change this parameter unless directed to do so by Moneris. Moneris Vx810 Duet Operating Manual...

  • Page 77: Configuring Communications

    4.3.1 Configuring Dial Communications If your terminal will communicate with the Moneris host over a standard analog telephone line, you will need to set up these parameters. WARNING: Due to data security issues, terminals using dial communications must use a true analog phone line connecting to a public switched telephone network.
  • Page 78 Key in: begins with: 00301 1-888-699-7299 00302 1-888-358-8602 00304 1-888-332-8433 Select Exit then select OK to save changes. Press the red CANC ANNUL key, then press the * (asterisk) key to return to the applications menu. Moneris Vx810 Duet Operating Manual...

  • Page 79: Configuring Dynamic Ip Communications

    4.3.2 Configuring Dynamic IP Communications If your terminal will communicate with the Moneris host over the Internet using Public IP with dynamic IP addressing, you will need to set up these parameters. IMPORTANT: Consult the IP Readiness Checklist to ensure proper network configuration. The IP Readiness Checklist is available for free download at moneris.com/checklist.

  • Page 80: Configuring Static Ip Communications

    4.3.3 Configuring Static IP Communications If your terminal will communicate with the Moneris host over the Internet using Public IP with static IP addressing, you will need to set up these parameters. IMPORTANT: Consult the IP Readiness Checklist to ensure proper network configuration. The IP Readiness Checklist is available for free download at moneris.com/checklist.

  • Page 81: Configuring Dial Backup Support For Ip

    With this configuration, the terminal will automatically attempt to use dial communications when Ethernet communications is not available. Note: Moneris recommends configuring your terminal for dial backup in the event that Ethernet communication suffers an outage. Finish setting up communications for IP (dynamic or static).

  • Page 82: Configuring Your Merchant Id And Terminal Id

    28123456) and press the green OK key. Select Next until "Merch Num" appears. Select Edit, key in your 13-digit Moneris Merchant ID (e.g. 0030212345678) and press the green OK key. Note: Your Moneris Merchant ID was provided to you when Moneris contacted you to confirm your terminal order.

  • Page 83: Configuring Surcharge

    At the "New:" prompt, key in a numeric value to be charged. Press the green OK key. The Edit Terminal menu appears. Note: The amount entered includes cents. To charge this Key in this value: amount: $0.50 $1.50 $3.00 Moneris Vx810 Duet Operating Manual...

  • Page 84: Surcharge Min Limits

    Note: This maximum value includes the amount entered. For example, if your maximum value entered is $20.00, transactions up to and including $20 will have a surcharge applied. Any amount higher than $20.01 will not have the surcharge applied. Moneris Vx810 Duet Operating Manual...

  • Page 85: Configuring The Modular Contactless Reader

    If you have an optional modular contactless reader for use with your terminal or external PINpad, note the following: Note: If you wish to use the modular contactless reader, it needs to be enabled on the Moneris host. Once enabled on the host, you need to re-initialize your terminal.

  • Page 86: The Edit Cards Screen Matrix

    The message "Activating App..." appears followed by the transactions menu. Press the green OK key to enter the CONFIGURATION menu. Select Setup. When prompted, enter the manager password and press the green OK key. In the Setup menu, select Terminal. Moneris Vx810 Duet Operating Manual...

  • Page 87: Disabling Password Protection On Manual Entry

    IMPORTANT: Moneris strongly recommends using the default value of "On" to help reduce the risk of fraudulent transactions which can later be disputed and charged back. Note: Manual card entry can only be performed on the terminal. The external PINpad's number keys are inactive, but audible when pressed.

  • Page 88: Enable Large Amount Printing

    4.12.1 Basic Tip Processing To enable Basic Tip Processing: Set the Tip Processing parameter to On - Prompt. Set the Tip % nn.nn parameter to 0. Note: Tip Processing is skipped on Signatureless Transactions. Moneris Vx810 Duet Operating Manual...

  • Page 89: Enhanced Tip Processing

    Set the Tip % nn.nn parameter to a value greater than 0 (e.g., for 15%, key in 1500). Set the Tip Processing parameter to On - Prompt. Note: Tip Percentage is skipped on Signatureless Transactions. Moneris Vx810 Duet Operating Manual...

  • Page 90: Configuring The Cashback Feature

    Limit) as a fourth selectable amount. 4.13.3 Setting the Cashback Limit To change the pre-set Cashback limit: • Set the Amt Limit parameter to a new amount of your choice. For Cashback customer entry procedures, see Entering a Cashback Amount. Moneris Vx810 Duet Operating Manual...

  • Page 91: Configuring Clerk Id Prompting And Clerk Sub-Totalling

    Use this function to add the Clerk IDs to be associated with your Merchant ID. The terminal must communicate with the Moneris host in order to complete this function. The Clerk IDs you enter here can be entered at the "Clerk Id" prompt during transactions and will be used in Clerk Subtotals Reporting.

  • Page 92: Deleting Clerk Ids

    To continue adding Clerk IDs, repeat step 5. You can add a maximum of 20 Clerk IDs at one time. Once 20 Clerk IDs have been entered for addition, the terminal communicates with the Moneris host to add the Clerk IDs to the Host.

  • Page 93: Configuring Invoice Number Prompting

    Punctuation. The "Send to Host?" prompt appears. Select Yes to send the terminal name to the Moneris host to be added to and associated with your Merchant Number. The terminal communicates with the Moneris host then displays "APPROVED" and beeps.

  • Page 94: Deleting A Terminal Name

    Select Del Terminal to delete the terminal name. The "Delete Now?" prompt appears. Select Yes to send the terminal name to the Moneris host to be deleted from and disassociated with your Merchant Number. The terminal communicates with the Moneris host then displays "APPROVED" and beeps.

  • Page 95: Enabling Tax Amount Prompting

    Card. 4.19 Initializing Your Terminal This function sends information about the terminal to the Moneris host and receives additional parameters and information from the Host. The instructions below are for initializing your terminal the FIRST time. For instructions on performing subsequent initializations, see Re-Initializing Your Terminal.
  • Page 96 OK key. "Logon Success" appears then the transactions menu appears. Press the * (asterisk) key to return to the applications menu. Your terminal is now ready to process transactions. Moneris Vx810 Duet Operating Manual...

  • Page 97: Chapter 5. Financial Transactions

    Refund moves funds from your business account to the debit cardholder's chequing or savings account. The Moneris Vx810 Duet Point of Sale terminal can process various financial transactions on a number of card types. The matrix below displays the supported card types and the transactions each card type supports.

  • Page 98: Transaction General Guidelines

    When "Swipe Card:" or "Insert or Swipe Card:" appears on the terminal or PINpad, you or the customer inserts the card in the chip card reader. Note: If an optional external PINpad is connected to the Vx810 Duet, the card must be inserted in the external PINpad’s chip card reader.

  • Page 99: Manual Entry

    Manual Credit Transactions • Partial Approval Purchase on the Terminal • Partial Approval Purchase using the External PINpad • Partial Approval Refund • Partial Approval Correction • Balance Inquiries • Cancelling a Partial Approval Transaction Moneris Vx810 Duet Operating Manual...

  • Page 100: Processing A Purchase

    Note: If you do not have the Appr Code, press the green OK key to bypass the prompt. The "Swipe, Tap or Insert Card:" prompt appears. Swipe, tap or insert the card. For more information, refer to Card Entry Options. Follow the remaining prompts on the terminal. Moneris Vx810 Duet Operating Manual...

  • Page 101: Processing A Correction (Void)

    Select Yes to confirm the displayed transaction is the one you want to correct. Follow the remaining prompts on the terminal. • If prompted for an Invoice Number ("Invoice Id:"), see Entering an Invoice Number. Process receipts (see Personalized Receipts Signing Credit Card Receipts). Moneris Vx810 Duet Operating Manual...

  • Page 102: Processing A Pre-Authorization

    The card does not need to be present. To process a Pre-Authorization Completion: On the applications menu, select DEBIT & CREDIT. The message "Activating App..." appears followed by the transactions menu. To begin the transaction, select Pre Auth. Moneris Vx810 Duet Operating Manual...
  • Page 103 Personalized Receipts Signing Credit Card Receipts). Note: If processing the Pre-Authorization Completion on a Private Label Card, you may be prompted for a Promo Code. For details on basic prompts, see Responding to Basic Transaction Prompts. Moneris Vx810 Duet Operating Manual...

  • Page 104: Processing A Pre-Authorization Deletion

    Press the red CANC ANNUL key to return to the transactions menu. Note: If processing the Pre-Authorization Deletion on a Private Label Card, you may be prompted for a Promo Code. For details on basic prompts, see Responding to Basic Transaction Prompts. Moneris Vx810 Duet Operating Manual...

  • Page 105: Partial Approval

    Partial Approval. Partial Approval Transaction Scenarios Refer to the Partial Approval Transaction Scenarios topic to review some practical examples of how different cards are used in the various Partial Approval transactions. Moneris Vx810 Duet Operating Manual...

  • Page 106: Partial Approval Purchase On The Terminal

    11. The "Total: $###.## Swipe, Tap or Insert Card:" prompt appears. 12. Swipe, tap or insert the credit or debit card. 13. Follow the prompts on the terminal. • If prompted for a Clerk ID ("Clerk Id:"), see Entering the Clerk Moneris Vx810 Duet Operating Manual...

  • Page 107: Partial Approval Purchase Using The External Pinpad

    10. Swipe, tap or insert the card on the terminal external PINpad. For more information, refer to Card Entry Options. 11. Follow the prompts on the terminal. • If prompted for a Clerk ID ("Clerk Id:"), see Entering the Clerk Moneris Vx810 Duet Operating Manual...

  • Page 108: Partial Approval Correction (Void)

    Select Acct#. The "Last 4 digits:" prompt appears. Key in the last 4 digits of the card number and press the green OK key. b. Select Yes to confirm the displayed transaction is the one you want to correct. Moneris Vx810 Duet Operating Manual...

  • Page 109: Partial Approval Receipt Examples

    Click one of the links below to view a receipt example. • Partial Approval Purchase - Merchant Copy • Partial Approval Purchase - Customer Copy • Partial Approval Cancellation - Merchant Copy • Partial Approval Cancellation - Customer Copy • Balance Inquiry - Customer Copy Moneris Vx810 Duet Operating Manual...
  • Page 110 5. Financial Transactions Partial Approval Purchase - Merchant Copy This receipt prints after a Partial Approval Purchase transaction has been processed. Back to top ^ Moneris Vx810 Duet Operating Manual...
  • Page 111 5. Financial Transactions Partial Approval Purchase - Customer Copy This receipt prints after a Partial Approval Purchase transaction has been processed. Back to top ^ Moneris Vx810 Duet Operating Manual...
  • Page 112 5. Financial Transactions Partial Approval Cancellation - Merchant Copy This receipt prints after a Partial Approval transaction has been cancelled. Back to top ^ Moneris Vx810 Duet Operating Manual...
  • Page 113 5. Financial Transactions Partial Approval Cancellation - Customer Copy This receipt prints after a Partial Approval transaction has been cancelled. Back to top ^ Moneris Vx810 Duet Operating Manual...
  • Page 114 Note: For balance inquiry, only one receipt copy (Cardholder copy) is printed, regardless of the number of copies that have been configured to print. Back to top ^ Moneris Vx810 Duet Operating Manual...

  • Page 115: Partial Approval Refund

    The scenarios listed below were designed to illustrate the amounts being processed through the terminal. Each scenario contains two examples: • Part A: using one pre-paid credit card and one other credit card. A Moneris Loyalty Card was also used - to keep it simple, points ratio is 1 to 1. •...
  • Page 116 For Part A, two credit card voids were performed. Once the transaction is completely voided, a separate Loyalty Refund will also be required. Part B required three separate voids to correct the transaction. Moneris Vx810 Duet Operating Manual...

  • Page 117: Performing Balance Inquiries On Pre-Paid Credit Cards

    The "Swipe, Tap or Insert Card:" prompt appears. Swipe the pre-paid credit card on the terminal. The card will be queried for its available balance. When the transaction completes, the terminal (or external PINpad, if equipped) displays "Balance: $###.##". Moneris Vx810 Duet Operating Manual...

  • Page 118: Cancelling Partial Approval Transactions

    At the "Partial Appr $###.## Yes No" prompt, press the red CANC/ANNUL key. The terminal and PINpad display "NOT COMPLETED". The terminal prints a merchant cardholder receipt that displays "PARTIAL APPR CANCELLED" and returns to the transactions menu. Moneris Vx810 Duet Operating Manual...

  • Page 119: Processing An Advice

    Follow the terminal prompts below: At the “Auth #:” prompt, key in the Voice Authorization Number that you wrote on the paper sales draft when you called the Moneris Merchant Service Centre for Voice Authorization and press the green OK key.
  • Page 120 The terminal will beep and remain at the "Promo Code:" prompt if all input characters are erased. The terminal communicates with the Moneris host. Please wait while the terminal processes the transaction. The "APPROVED" message appears.

  • Page 121: Transacting A Payment On A Private Label Card

    Private Label card provider and press the green OK key, or simply press the green OK key to leave this blank. The terminal communicates with the Moneris host. Moneris Vx810 Duet Operating Manual...

  • Page 122: Manually Processing Credit Transactions

    5.15.1 Manually Processing Credit Transactions UNDER the Floor Limit If the terminal is down, report the problem to the Moneris Merchant Service Centre then follow these instructions to process the transaction manually. Note: In order to process Credit Purchases and Refunds manually you must have a paper sales draft for the card type (e.g.

  • Page 123: Manually Processing Credit Transactions Over Floor Limit

    5. Financial Transactions 5.15.2 Manually Processing Credit Transactions OVER Floor Limit If the terminal is down, report the problem to the Moneris Merchant Service Centre then follow these instructions to process the transaction manually. Note: In order to process Credit Purchases manually you must have a paper sales draft for the card type (e.g.

  • Page 125: Chapter 6. Admin Transactions

    OK key. The terminal communicates with the Moneris host, displays "Logon Success" and then returns to the transactions menu. The terminal is now ready to process transactions. If this is your first time using the terminal, use the...

  • Page 126: Re-Initializing The Terminal

    OK key. At the "Retain ID?" prompt, select Yes. The terminal communicates with the Moneris host (this may take a few minutes). When the initialization is complete, the transactions menu re-appears. If the "Host Logon Required" prompt appears, log on to the terminal.

  • Page 127: Demo Mode Transactions

    Most financial transactions are available regardless of the type of card used, however Purchasing Cards (i.e., Corporate Cards) cannot be used while in Demo Mode. • Purchase • Refund • Correction • Pre-Authorization • Pre-Authorization Completion • Pre-Authorization Deletion • Advice Moneris Vx810 Duet Operating Manual...

  • Page 128: Entering Demo Mode

    The message "Activating App..." is displayed, then the transactions menu appears. Press the green OK key to display the CONFIGURATION menu. Select Setup. If the "Password:" prompt appears, key in the manager password and press the green OK key. Moneris Vx810 Duet Operating Manual...

  • Page 129: Exiting Demo Mode

    You will be unable to close that batch and will be out of balance with the Moneris host. The terminal displays "DEMO MODE ON" then the Setup menu re-appears with the DEMO icon ( displayed on the left side of the screen.

  • Page 131: Chapter 7. Reports

    At the "Date (YYYYMMDD):" prompt, key in the date and press the green OK key. • To print all transactions and totals: Select All. The terminal prints the Stored Transactions report and returns to the REPORTS menu. Press the red CANC ANNUL key to return to the transactions menu. Moneris Vx810 Duet Operating Manual...

  • Page 132: Merchant Subtotals Report

    Merchant SubTotals Report This report prints totals of all transaction types in the current batch on the Moneris host. Transaction type totals are sorted by card type and grand totals are sorted by transaction type. The report does NOT close the batch.

  • Page 133: For All Clerks

    Clerk ID reaches 10,000. Deposit Totals Report This report prints totals for all transactions in closed batches on the Moneris host. Transaction type totals are sorted by card type and grand totals are sorted by transaction type.

  • Page 134: Multi-Terminal Deposit Totals Report

    Multi-Terminal Deposit Totals Report This report prints totals for all transactions in closed batches on the Moneris host, for all terminals. Transaction type totals are sorted by Terminal Name then by card type; overall transaction type totals are sorted by card type;...

  • Page 135: Tip Report

    OK key. At the "Close Type?" prompt, select Sngl. The terminal communicates with the Moneris host and prints the Batch Totals section of the Batch Close Report. At the "Prt Stored Trans?" prompt, select No.

  • Page 136: The Terminal Parameters Report

    OK key. On the REPORTS menu, scroll down and select EMV Param Rpt. The terminal prints the report and returns to the REPORTS menu. Press the red CANC ANNUL key to return to the transactions menu. Moneris Vx810 Duet Operating Manual...

  • Page 137: Private Label Card Transactions On Reports

    • To print all transactions and totals: Select All. The terminal prints the Batch History report and returns to the REPORTS menu. Press the red CANC ANNUL key to return to the transactions menu. Moneris Vx810 Duet Operating Manual...

  • Page 139: Chapter 8. The Moneris Gift & Loyalty Programs

    8. The Moneris Gift & Loyalty Programs The Moneris Gift & Loyalty programs allow you to offer your customers an electronic card-based program that is activated and processed through the Moneris Vx810 Duet terminal. There are two programs available: •...

  • Page 140: Entering A Tip Amount On A Gift Card Purchase

    8. The Moneris Gift & Loyalty Programs Select Yes to proceed. The "Swipe or Enter Card" prompt appears. Proceed to step 5. Select No. The "Total Amount" prompt appears. Repeat step 3. Swipe the gift card OR key in the gift card number and press the green OK key.
  • Page 141 8. The Moneris Gift & Loyalty Programs If the "Invoice Number" prompt appears, you must key in the invoice number, press the green OK key, and then return the terminal to the customer. The "Accept Total?" prompt appears. • The customer presses the green OK key without keying in a tip amount and the transaction continues with no tip added.

  • Page 142: Deactivate A Moneris Gift Card

    Press the green OK key to print the Merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu. 8.2.3 Deactivate a Moneris Gift Card Follow the procedure below to deactivate a Moneris gift card. IMPORTANT: Once the gift card is deactivated, it can never be used again. To deactivate a Moneris gift card: On the applications menu, select GIFT &...

  • Page 143: Processing A Refund With A Gift Card

    8. The Moneris Gift & Loyalty Programs IMPORTANT: The balance can be transferred to an existing variable-value, reloadable gift card or applied when activating a new variable-value, reloadable or non-reloadable gift card. The balance cannot be transferred to fixed-value cards or active, non-reloadable gift cards.

  • Page 144: Loyalty Card Transactions

    8. The Moneris Gift & Loyalty Programs Loyalty Card Transactions 8.3.1 Processing a Purchase with a Loyalty Card (Point Accumulation) Follow the procedure below to process an accumulation of loyalty points with a purchase by credit card, debit card or cash; or with a credit pre-auth, completion or advice.

  • Page 145: Deactivate A Moneris Loyalty Card

    8. The Moneris Gift & Loyalty Programs 8.3.2 Deactivate a Moneris Loyalty Card Follow the procedure below to deactivate a Moneris loyalty card. IMPORTANT: Once the loyalty card is deactivated, it can never be used again. To deactivate a loyalty card:...

  • Page 146: Processing A Redemption With A Loyalty Card

    Press the green OK key to print the Merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu. 8.3.4 Processing a Redemption with a Loyalty Card Follow the procedure below to process a payment for goods and services using a Moneris loyalty card. To process a Redemption with a loyalty card: On the applications menu, select GIFT &...

  • Page 147: Loyalty Pre Auth

    8. The Moneris Gift & Loyalty Programs Loyalty Pre Auth 8.4.1 Loyalty Pre-Authorization Much like credit card Pre-Authorizations, it is possible to allocate Loyalty points on a Pre-Authorization transaction and award Loyalty points on a Pre-Authorization Completion transaction. It is also possible to...

  • Page 148: Processing A Loyalty Pre-Authorization Deletion

    8. The Moneris Gift & Loyalty Programs Do one of the following: • To accept the displayed amount (the total amount from the original Loyalty Pre-Authorization transaction), press the green OK key • Key in a new amount at the "New Amount:" prompt and press the green OK key.

  • Page 149: Processing A Pre-Authorization With Loyalty

    8. The Moneris Gift & Loyalty Programs Select the method to retrieve the Loyalty Pre-Authorization you want to delete: • To retrieve by Ernex Reference Number: Select Ref#. The "Ernex Ref Number:" prompt appears. b. Key in the Ref # printed on the Loyalty Pre-Authorization transaction’s receipt and press the...

  • Page 150: Loyalty Pre Auth Transactions Report

    12. Press the * (asterisk) key to return to the applications menu. 8.4.5 Loyalty Pre Auth Transactions Report This report prints a list of outstanding (not completed) Moneris Loyalty Pre-Authorizations within the current batch. It includes the following information: •...

  • Page 151: Gift & Loyalty Transactions

    Activating Gift or Loyalty Cards and Loading Value on Gift Cards Follow the procedure below to activate a new Moneris gift or loyalty card. For gift cards, the procedure is also used to load an initial balance on a new gift card or increase the balance on an existing gift card.

  • Page 152: Gift Or Loyalty Card Transaction With A Balance Due

    8. The Moneris Gift & Loyalty Programs 8.5.2 Gift or Loyalty Card Transaction With a Balance Due Gift card purchases, activations, and reloads can be paid for with more than one payment type to cover transactions where there is a balance due. For example, if the total amount due is $50 and a gift card has only $30 remaining on it, the balance due of $20 can be paid for with cash.

  • Page 153: Gift Or Loyalty Card Inquiry

    Press the green OK key to print the Merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu. 8.5.4 Gift or Loyalty Card Inquiry Display or print a Moneris gift card or loyalty card balance and card status. To process a gift or loyalty card inquiry: On the applications menu, select GIFT &...
  • Page 154 Note: The card number on the reprinted receipt will be masked, i.e., only the last four digits will be printed. For example, *************1234. Each Moneris Gift & Loyalty program can have its own card masking rules that are configured on the Moneris host.

  • Page 155: The Gift & Loyalty Menu Feature

    8. The Moneris Gift & Loyalty Programs The Gift & Loyalty Menu Feature 8.6.1 The Gift & Loyalty Transactions Menu This menu allows you to select the type of Gift & Loyalty transaction you wish to process. The transactions are listed here in the order they appear on the menu.

  • Page 156: The Gift & Loyalty Reports Menu

    8. The Moneris Gift & Loyalty Programs 8.6.2 The Gift & Loyalty Reports Menu This menu allows you to print a number of Gift & Loyalty reports. Click on a report name in the table below to go to the appropriate instructions.

  • Page 157: The Gift & Loyalty Setup Menu

    8. The Moneris Gift & Loyalty Programs 8.6.3 The Gift & Loyalty Setup Menu This menu allows you to set values for a number of Gift & Loyalty parameters on your terminal. The parameters are listed in the order they appear on the menu. Some items may not appear on the terminal until a specific feature is enabled.

  • Page 158: Gift & Loyalty Admin Transactions

    Gift & Loyalty Admin Transactions 8.7.1 Gift & Loyalty Batch Close This function closes a Moneris gift and/or loyalty card batch on the terminal and the Moneris host, and prints a detailed transaction report. To close a Gift & Loyalty batch:...

  • Page 159: Gift & Loyalty Reports

    Gift & Loyalty Reports 8.8.1 Gift & Loyalty Transaction List This report displays or prints Moneris gift and/or loyalty card transactions stored on the terminal in the current batch without closing the batch. To display a list of Gift & Loyalty transactions:...

  • Page 160: Gift & Loyalty Transaction Inquiry

    Press the red CANC ANNUL key to return to the GIFT & LOYALTY transactions menu. 8.8.2 Gift & Loyalty Transaction Inquiry This report displays or prints details of Moneris gift and/or loyalty card transactions in the current batch WITHOUT closing the batch. To print a Transaction Inquiry for Gift & Loyalty transactions:...

  • Page 161: Clerk Subtotals Report For Gift & Loyalty Transactions

    8.8.3 Clerk Subtotals Report for Gift & Loyalty Transactions This report displays or prints the totals of all Moneris gift and/or loyalty transaction types for one or more clerk IDs in the current batch without closing the batch. To print the Clerk Subtotals report for transactions:...

  • Page 162: Configuration List For Gift & Loyalty

    8. The Moneris Gift & Loyalty Programs Select Clerk Subtotals. If the "Clerk ID" prompt appears, key in the Clerk ID and press the green OK key. The "Zero Clerk totals" prompt appears. To reset clerk totals to zero (0) upon completion of the report, select Yes.

  • Page 163: Gift And Loyalty Tip Totals Report

    8. The Moneris Gift & Loyalty Programs 8.8.5 Gift and Loyalty Tip Totals Report This report prints Moneris gift and/or loyalty tip activity for a selected Clerk or for all Clerks, for a given date or for the current batch. IMPORTANT:...

  • Page 164: Gift & Loyalty Configuration

    8. The Moneris Gift & Loyalty Programs Gift & Loyalty Configuration 8.9.1 Gift & Loyalty Printer and Receipt Parameters Use the Printer selection on the Gift & Loyalty Setup menu to configure Gift & Loyalty printer and receipt parameters. Transactions menu (GIFT & LOYALTY) > Setup menu > Printer...
  • Page 165 Key in the numeric Merchant ID assigned to you by Moneris and press the green OK key. Moneris Term ID Your Moneris Terminal ID (the eight-digit number starting with 28 found on the back of the terminal, e.g. 28123456). Key in the numeric Terminal ID assigned to you by Moneris and press the green OK key.

  • Page 166: Gift & Loyalty Communications Parameters

    Blind Dial Do Not Use Device Type The Moneris device type Key in the 2-digit alphanumeric device type assigned by Moneris and press the green OK key. Note: For help on keying in alphabetic characters, see Entering Alpha Characters and Punctuation.

  • Page 167: Gift & Loyalty Terminal Parameters

    8. The Moneris Gift & Loyalty Programs Dial Type Do Not Use Backup Support Do Not Use Num Retries Do Not Use Reversal Retries Do Not Use Response Timeout The period (in seconds) a terminal will wait for a response from the host prior to timing out.
  • Page 168 8. The Moneris Gift & Loyalty Programs Demo Mode Turns Gift & Loyalty Demo Mode on or off. Off (default) Man Inv Prompt Enables or disables the "Invoice Number" prompt during gift and/or loyalty transactions. Entry at the prompt is not required and can be bypassed by pressing the green OK key.

  • Page 169: Adding Clerk Ids To The Moneris Gift & Loyalty Application

    Enter a numeric value one to four digits in length (e.g. 1 - 9999). 8.9.5 Adding Clerk IDs to the Moneris Gift & Loyalty Application Follow the procedure below to add Clerk IDs to be used when processing gift and loyalty transactions.

  • Page 170: Deleting Clerk Ids From The Moneris Gift & Loyalty Application

    8.9.7 Configuring Tip Processing for Moneris Gift Cards Follow the appropriate procedure below to configure Basic or Enhanced tip processing for Moneris gift cards. Basic Tip Processing Basic Tipping allows the customer to enter a tip as a dollar amount.

  • Page 171: Gift & Loyalty Demo Mode

    8.10 Gift & Loyalty Demo Mode Demo Mode allows you and your employees to practice performing gift and loyalty transactions on your Moneris terminal WITHOUT affecting your terminal total amounts, your financial accounts and your customers’ accounts. Note: Demo Mode is only available if you close your terminal batches on the terminal. If your terminal uses system close, you cannot use Demo mode.

  • Page 172: Entering Gift & Loyalty Demo Mode

    8. The Moneris Gift & Loyalty Programs 8.10.1 Entering Gift & Loyalty Demo Mode Note: Demo mode can only be activated on terminals that have been configured and initialized to the Moneris host. IMPORTANT: You must close the current Gift & Loyalty batch before you can enter Demo mode.
  • Page 173 8. The Moneris Gift & Loyalty Programs Select Yes to clear the demo batch so it does not affect totals of real Gift & Loyalty transactions. The terminal displays "DEMO MODE OFF" then the Setup menu re-appears. The DEMO icon ( ) is no longer displayed on the screen.

  • Page 175: Chapter 9. End-Of-Day Procedure

    OK key. At the "Close Type?" prompt, select Sngl. The terminal communicates with the Moneris host then prints the Batch Totals section of the Batch Close Report. At the "Prt Stored Trans?" prompt, select Yes to print the Stored Transactions Report.

  • Page 176: System Close

    This function is primarily used by System Close merchants to clear the batch in the terminal memory. A system close is initiated by the Moneris host and clears the batch on the host but not on the terminal. If the batch on the terminal is never cleared, any totals reports that rely on the terminal batch will continue to increment each day.

  • Page 177: Processing A Batch Review

    Prnt => print the details displayed on the screen in the Transaction Inquiry report format Press the REPRINT key (2nd purple key from the right) to reprint the Merchant copy of the displayed transaction's receipt. Press the red CANC ANNUL key twice to return to the applications menu. Moneris Vx810 Duet Operating Manual...

  • Page 178: Processing A Multi-Terminal Batch Close

    This feature allows you to close batches by Terminal Name (i.e., on one or more terminals) or on all terminals from another terminal. This function does NOT compare totals stored in the terminal memory to totals stored on the Moneris host. Therefore, you should check that your receipts balance with the Batch Totals printed on the Multi-Terminal Batch Close Report.

  • Page 179: For All Terminals

    9. End-of-Day Procedure 9.4.2 For All Terminals You can process a Batch Close on all terminals associated with your Merchant Number on the Moneris host. To process a Batch Close on all terminals: On the applications menu, select DEBIT & CREDIT.

  • Page 181: Chapter 10. Troubleshooting

    A message will appear on the display if an error occurs. In the table below, find the error message that appears on the terminal and try the solution. If the error message re-appears, contact the Moneris Merchant Service Centre for assistance.
  • Page 182 -OR- Your merchant account with Moneris is not set up to accept the card type that was swiped. Request another form of payment. If desired, contact the Moneris Merchant Service Centre to discuss how to add the card type to your merchant account.
  • Page 183 SWIPE EXCEEDS The total value of refunds performed today is greater than your daily refund limit. REFUND Call the Moneris Merchant Service Centre for a temporary increase. Please have the LIMIT original purchase receipt available for reference. Exc Refund The total value of refunds performed today is greater than your daily refund limit.
  • Page 184 Perform a Logon transaction. Init Failed 0xx If the prompt reappears, contact the Moneris Merchant Service Centre for assistance. INIT When this message is displayed at the top of the screen (alternating with the date and REQUIRED time), the Moneris host is requesting a re-initialization of the terminal.
  • Page 185 No Ppad SN This message may occur during initialization. Match If the prompt reappears, contact the Moneris Merchant Service Centre for assistance. Any Key to Exit Check the communications cable to ensure it is connected to the terminal and the wall NETWORK jack.
  • Page 186 10. Troubleshooting ERROR PROBLEM & SOLUTION MESSAGE payment and then contact the Moneris Merchant Service Centre to diagnose the problem. Out of Range The Cashback amount requested exceeds the maximum cashback value set on the terminal. Ask the cardholder to key in an amount lower than the maximum amount when the "Cash:"...
  • Page 187 TRAN? Moneris host using the card data already entered. Select NO to return to the transactions menu. SETTLE The connection with the Moneris host was lost during the batch close function and the FAILED settlement was not completed. Try the Batch Close again.
  • Page 188 There has been a communication error with the host, most likely due to firewall ######## configuration. Check that the router and hub/switch (if any) are correctly configured. Please refer to the Moneris IP Readiness Checklist available at moneris.com/checklist. TCP INIT ERR: Refer to the SYSTEM PROBLEM error message.

  • Page 189: Gift & Loyalty Error Messages On The Vx810 Duet Terminal

    Your merchant account is not configured to accept the gift or loyalty card that was entered. If desired, contact the Moneris Merchant Service Centre to discuss how to add the card type to your merchant account. CARD NOT IN BIN The card type you swiped cannot be used for that transaction type.

  • Page 190: Solving Hardware Problems

    You tried to void a transaction that has already been voided. 10.3 Solving Hardware Problems If terminal does not display an error message but is not functioning correctly, review this list of hardware problems to find suggested solutions. HARDWARE SOLUTION PROBLEM Moneris Vx810 Duet Operating Manual...
  • Page 191 Use a Head Cleaning Card to clean the card reader ( a.k.a. the magnetic stripe reader or MSR). Contact the Moneris Merchant Service Centre if you need Head Cleaning Cards. If the card reader still won't read cards, contact the Moneris Merchant Service Centre for assistance.

  • Page 192: Additional Documentation

    Visit moneris.com/installation to download a free PDF copy. • For access to a webhelp copy of this PDF, please refer to the Moneris Vx810 Duet Webhelp accessible at moneris.com/manuals. 10.5 Merchant Direct Secure Message Centre Log in to...
  • Page 193 10. Troubleshooting 24 hours a day, 7 days a week Moneris Vx810 Duet Operating Manual...

Table of Contents