Moneris VX 520 Reference Manual
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Moneris VX 520 Reference Manual

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V X 5 2
R I S
®
M O N E
Reference Guide
( 07/17 )

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Summary of Contents for Moneris VX 520

  • Page 1 V X 5 2 R I S ® M O N E Reference Guide ( 07/17 )

  • Page 2: Table Of Contents

    Entering the initialization phone number Using dial backup (optional) Entering merchant IDs and terminal IDs Initialization and logon Record your Moneris merchant ID here: Additional options Configuring the external PINpad (if attached) Enabling cashback, tip, or invoice number For cashback option...
  • Page 3 Using Your Terminal Merchant and customer prompts Merchant prompts Moneris VX 520 Customer prompts on the terminal Terminal keys and hardware Customer prompts on the external PINpad Optional external PINpad Receipts General guidelines for the VX 820 PINpad Signing credit card receipts...

  • Page 4: Setting Up Your Terminal

    Merchant support Terminal In this section, we go over everything you need to know to set up your VX 520 terminal. You can also view our setup videos online at moneris.com/support. M O N E R I S ® V X 5 2 0 : R E F E R E N C E G U I D E...

  • Page 5: Before You Get Started

    VX 520 TERMINAL  D epending on the solution you ordered from Moneris, please confirm that you received all the necessary items in your Welcome Kit. See page 7.   I f your terminal will communicate with the Moneris host over high-speed Ethernet, review the Moneris IP Readiness Checklist (available at moneris.com/checklist) to...

  • Page 6: Hardware Setup

    Hardware setup If you are using the VX 520 with the external PINpad, follow these steps. ConnectingtheexternalPINpadcabletotheterminal(optional) VX 520 Slide1.jpg Turn the terminal over so that the underside is exposed. Follow these instructions to set up your terminal hardware. Lift the latch at the bottom of the terminal.

  • Page 7: Connect The Other Ends Of The Cables

    – whatever is applicable to the high-speed Internet service at your specific and paper online at shop.moneris.com. location (please refer to the Moneris IP Readiness Checklist if necessary; available at PRINTER LATCH Open the paper well (located above the display screen): (LIFTED) moneris.com/checklist).

  • Page 8: Setting Up The Terminal Password

     N ote: If the manager password is entered incorrectly five times in a row, the terminal will Using dynamic IP lock and will be unable to perform transactions. To unlock the terminal, contact Moneris Customer Care toll-free at 1-866-319-7450 and request a password reset.

  • Page 9: Using Dial

    Using dial O n the IP Configuration menu, at the “IP Settings” prompt, select Edit. S elect Static. E nsure the dial communication cable is properly connected to the all-in-one cable before proceeding with these steps. Refer to Connecting the cables to the Magic Box on the I f your Ethernet network requires the parameters listed below, perform steps 7 all-in-one cable on page 8 for more information.

  • Page 10: Using Dial Backup (Optional)

    Using dial backup (optional) Enteringtheinitializationphonenumber F rom the applications menu, select DEBIT&CREDIT. When you have finished setting up communications for IP: W hen the transactions menu appears, press the green to access the P lug in the dial cable: Follow the Connecting the cables to the Magic Box on the CONFIGURATION menu.

  • Page 11: Entering Merchant Ids And Terminal Ids

      W hen “Transmitting…” and “Receiving…” appear, please wait while the terminal communicates with Moneris.   S elect Edit, key in the MonerisTerminalID (the eight-digit number starting with “M2” found on the side of the terminal, e.g., M2123456) and press the green key.

  • Page 12: Additional Options

    To change the default values for the enhanced tip options and to optimize dial S elect Next until “PINPad Type” appears. communications for use with tip processing, please refer to the VX 520 Webhelp available at moneris.com/support. S elect Edit, then select Next until “External XPI”...

  • Page 13: For Invoice Number

      F rom the applications menu, select DEBIT&CREDIT.   S elect Edit, key in the ErnexTerminalID (provided to you when Moneris confirmed   W hen the transactions menu appears, press the second purple key from the left.

  • Page 14: Using Dial Communications For Gift & Loyalty

    00301 1-888-699-7299 Moneris VX 520 guide. 00302 1-888-358-8602 • loyalty card transactions, refer to the Using Your Terminal for Loyalty for Moneris 00304 1-888-332-8433 VX 520 Duet guide. UsingdialcommunicationsforGift&Loyalty   S elect Next.   F rom the applications menu, select GIFT&LOYALTY.

  • Page 15: Using Your Terminal

    Terminal In this section, we go over everything you need to know to use your VX 520 terminal, including how to perform transactions and end-of-day processes. M O N E R I S ® V X 5 2 0 : R E F E R E N C E G U I D E...

  • Page 16: Moneris Vx 520

    Moneris VX 520 Terminal keys and hardware Integratedprinter Embeddedcontactlessreader Use this handheld, all-in-one terminal and PINpad to process transactions at the point F1toF4keys of sale (POS). • Multi-function keys that correspond to the options displayed on the right-hand When prompted, you (and sometimes your customer) will key in information on the side of display.

  • Page 17: Optional External Pinpad

    Optional external PINpad If an optional Moneris VX 820 external PINpad is connected to the VX 520 terminal and your merchant account is configured for it, your customer must enter their information on the external PINpad during transactions. Keep the terminal in front of you to complete the transaction.

  • Page 18: Card Types

    Cardholder verification Cardholder verification methods (CVM) The Moneris VX 520 supports the following card types and formats. These card types are not mutually exclusive. A single card can include a magnetic stripe, a chip, and Many transactions require cardholder verification. This means your customer must provide contactless functionality.

  • Page 19: Card Entry Options

    Note: If an optional external PINpad is connected to the VX 520, the card must be read the card. On the external PINpad, the contactless lights are “virtual” and are inserted in the external PINpad’s chip reader.

  • Page 20: Swipe: Magnetic Stripe Cards

    Transactions Swipe: Magnetic stripe cards Wait for the “Swipe Card:”, “Swipe or Insert Card:” or “Swipe, Tap, or Insert Card:” prompt to appear on the terminal. If an external PINpad is attached, wait All instructions in this guide begin at the transactions menu. To access the transactions for the “Swipe Card:”, “Swipe/Insert:”...

  • Page 21: Partially Approved Purchase

    Partially Approved Purchase Pre-auth Completion A Partial Approval of a Purchase transaction occurs when a cardholder pays for the Used to finish a Pre-authorization once the final amount is known. Purchase with a pre-paid credit card, but the value on the pre-paid card is less than the IMPORTANT:TheCompletionmustbeperformedonthesameterminalusingthesame purchase amount.

  • Page 22: Delete Pre-Auth

    Yes. Wait while the terminal communicates with the Moneris host. The terminal prints the receipt and returns to the transactions menu. If the pre-paid card allows it, the terminal displays “Balance: $###.##”. Press the green key to continue.

  • Page 23: Merchant And Customer Prompts

    Key in the VoiceAuthorizationNumber that you wrote on SwipeCard: Swipe the card on the terminal, or pass the external PINpad the paper sales draft when you called Moneris Customer to your customer for them to swipe the card. Care for IVR voice authorization.

  • Page 24: Customer Prompts On The Terminal

    Customerpromptsontheterminal Customer prompt Customer action(s) This table lists common customer transaction prompts that appear on the terminal in PartialAppr To confirm the Partial Approval on their pre-paid credit alphabetical order. $##.## card: Selects Yes. To cancel the transaction and return to the transactions Customer prompt Customer action(s) menu: Selects No.

  • Page 25: Customer Prompts On The External Pinpad

    CustomerpromptsontheexternalPINpad Customer prompt Customer action(s) This table lists common customer transaction prompts that appear on the external EnterPIN&OK Keys in their PIN (Personal Identification Number) and PINpad in alphabetical order. presses the green OK key. ENTERTIP+OK Keys in a tip amount (or nothing at all) and presses the Customer prompt Customer action(s) green OK key.

  • Page 26: Receipts

    Receipts Press the Reprint key (second purple key from the right). The REPRINT menu appears. To reprint the last transaction receipt, select LastReceipt. Signing credit card receipts To print a different receipt, select AnyReceipt, key in the transactionsequence Merchantcopy number(Seq#) and press the green key.

  • Page 27: Contactless Transactions

    PartialApprovalPurchasereceipt Receipts can be suppressed for tapped credit transactions that do not require cardholder verification. Refer to the “Receipt Parameters Menu (Edit PCT)” topic in the VX 520 WebHelp located at moneris.com/support. Receipts are always printed for Interac Flash transactions.

  • Page 28: Reports

    Select Prev or Next to scroll through the transactions and display the right one. Note: Clerk IDs must be set up on the Moneris host and Tip processing must be enabled on the terminal before this report can be generated.

  • Page 29: Stored Transactions Report

    (in YYYYMMDD format) and press the green key. The terminal prints the Tip report and returns to the REPORTS menu. Prints totals for all transactions in the current batch on the Moneris host sorted by Clerk ID. IMPORTANT:ClerkIDsmustbesetupontheMonerishostbeforethisreportcanbe Stored Transactions report generated.

  • Page 30: Emv Parameters Report

    Key in the managerpassword and press the green key. Batch History report The terminal communicates with the Moneris host, displays “Logon Success”, then returns Prints a list of closed batches, including each batch’s total Purchases, Refunds, Corrections to the transactions menu.

  • Page 31: Batch Reclaim

    Batch Close transaction in order to have the funds from your POS transactions deposited When “Transmitting…” and “Receiving…” appear, please wait while the terminal to your business account. Moneris recommends closing your batch at the end of each communicates with the Moneris host.

  • Page 32: System Close

    Troubleshooting System close If your merchant account is set up for System Close settlement, Moneris automatically closes your batch for you at the end of each day. You must verify transaction totals on a daily basis. Here’s how: If an error message appears, first press the green...
  • Page 33 CardRemoved The chip card was removed before the end of the Call Moneris Customer Care for a temporary increase. transaction. Refer to “TRANS CANCELLED OK to Continue” Please have the original purchase receipt available for in this table for more information.
  • Page 34 •  B atchClosetransaction: •  I f you are a SystemClosemerchant: •  P erform a re-initialization (see page 57) then try the •  C ontact Moneris Customer Care within 30 business transaction again. days for reconciliation assistance.
  • Page 35 3. Close the printer. SETTLEFAILED The connection with the Moneris host was lost during •  w hen a customer presses the red /CANCANNUL key a Batch Close and the transaction was not completed.

  • Page 36: Equipment Issues

    Merchant support At Moneris, help is always here for you 24/7. M O N E R I S ® V X 5 2 0 : R E F E R E N C E G U I D E U S I N G Y O U R T E R M I N A L...
  • Page 37 •  d ownload additional copies of this guide and other resources ________________________________________________________________ •  c onsult the Moneris VX 520 WebHelp for detailed information on all of the options ________________________________________________________________ available on your terminal and how to enable them ________________________________________________________________ •...
  • Page 38 ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________...
  • Page 39 Moneris Solutions Corporation (“Moneris”). This guide 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 guide. Neither...

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