Moneris VX 520 Reference Manual
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Moneris VX 520 Reference Manual

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Moneris® VX 520
Reference Guide
(12/17)

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Summary of Contents for Moneris VX 520

  • Page 1 Moneris® VX 520 Reference Guide (12/17)
  • Page 2 Need help? Web: moneris.com/support-VX520 Toll-free: 1-866-319-7450 Record your Moneris merchant ID here: ____________________________________...
  • Page 3 Enabling Gift & Loyalty programs ........................17 Gift & Loyalty initialization ............................17 Dial communications setup ............................18 Using your terminal ....................20 Moneris VX 520 ............................21 Terminal keys and hardware ..........................22 Card types ..............................23 Magnetic stripe card ............................23 Chip card ................................23...
  • Page 4 Batch History report ............................42 Administrative transactions ........................43 Logon ................................43 Logoff ................................43 Re-initialization ..............................43 Batch Reclaim ..............................44 End-of-day process ........................... 45 Merchant close ..............................45 System close ..............................45 Troubleshooting ............................47 Error messages ..............................47 Equipment issues ..............................52 Moneris® VX 520: Reference Guide...
  • Page 5 Merchant support ....................... 53 Moneris® VX 520: Reference Guide...

  • Page 6: Setting Up Your Terminal

    Setting up your terminal Setting up your 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-VX520 Moneris® VX 520: Reference Guide...

  • Page 7: Before You Get Started

    ALL-IN-ONE CONNECTION CABLE WITH MAGIC BOX 2. If your terminal will communicate with the Moneris host over high-speed Ethernet, review the Moneris IP Readiness Checklist (available at moneris.com/checklist) to ensure that your Ethernet service is ready to support your terminal.

  • Page 8: Hardware Setup

    Important: You must use the exact power cable provided by Moneris to work with the Moneris VX 520 terminal. Failure to do so may affect the operability of, or cause damage to, the equipment. d. Proceed to Completing the hardware setup on page 7.

  • Page 9: Completing The Hardware Setup

    Connecting the other ends of the cables a. Plug the other end of the Ethernet cable into the router/switch/hub/internal wiring – whatever is applicable to the high-speed Internet service at your specific location (please refer to the Moneris IP Readiness Checklist if necessary; available at moneris.com/checklist).

  • Page 10: Tips For Moving Through The Menus On The Terminal

    To select a menu item, press the grey function key (F1, F2, F3 or F4) that it appears beside.  To finish entering information and move on to the next step, press the green key.  Moneris® VX 520: Reference Guide...

  • Page 11: Setting Up The Terminal Password

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

  • Page 12: Communications Setup

    Communications setup Your terminal must be configured to communicate with the Moneris host. 1. Ensure the communications cables are properly connected to the all-in-one cable based on your communications type before proceeding with these steps. Refer to Hardware setup on page 6 for more information.

  • Page 13: Using Dial Communications As Backup For Ip (Optional)

    3. Select Setup, key in the manager password and press the green key. 4. Scroll down and select Host. 5. At the “Comm Link Type” prompt, select Edit, select Next until “Dial” appears, then select Slct. 6. Select Next until “Settle Comm Type” appears. Moneris® VX 520: Reference Guide...

  • Page 14: Entering The Initialization Phone Number

    7. Select Exit, then select OK to save changes. 8. Press the red key, then press the * (asterisk) key to return to the applications menu. 9. Proceed to Entering merchant IDs and terminal IDs on page 13. Moneris® VX 520: Reference Guide...

  • Page 15: Entering Merchant Ids And Terminal Ids

    4. Scroll down and select Merchant. “Term Id” appears. 5. Select Edit, key in the Moneris Terminal ID (the eight-digit number starting with “M2” found on the side of the terminal, e.g., M2123456) and press the green key. Note: To key in the letter M, press the 6 key, then press the ALPHA key once.

  • Page 16: Initialization And Logon

    Initialization and logon Before processing any transactions, you must initialize your terminal with the Moneris host, and then logon. 1. From the applications menu, select DEBIT & CREDIT. 2. When the transactions menu appears, press the green key to access the CONFIGURATION menu.

  • Page 17: Additional Options

    The terminal returns to the SETUP menu. Other tipping options include Enhanced Tip, Guided Tip, TipNone, and Default Tip. For information on configuring these tipping options, refer to the “Tip Processing” topic in the VX 520 Webhelp available at moneris.com/support-VX520.

  • Page 18: For Cashback Option

    These parameters allow the merchant to control the manual entry of card information on the terminal keypad. Enabling 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.

  • Page 19: Changing Manual Entry Options

     To disable manual entry of all credit cards on the terminal, select Off.  Do not select “Disable” unless instructed to do so by Moneris Customer Care.  Once your option is displayed, press Slct to select it. 7. Select Exit, then select OK to save changes.

  • Page 20: Dial Communications Setup

    8. Select Next. “Ernex Term ID” appears. 9. Select Edit, key in the Ernex Terminal ID (provided to you when Moneris confirmed your terminal order) and press the green key. 10. Select Exit, then select OK to save changes. 11. When the terminal returns to the Setup menu, select Comm.
  • Page 21 Select Exit, then select OK to save changes. key, then press the * (asterisk) key to return to the applications menu. 16. Press the red 17. Proceed to Gift & Loyalty initialization on page 17. Moneris® VX 520: Reference Guide...

  • Page 22: Using Your Terminal

    Using your terminal Using your 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. Moneris® VX 520: Reference Guide...

  • Page 23: Moneris Vx 520

    When prompted, you (and sometimes your customer) will key in information on the terminal. If your customer is required to key in information, pass the terminal to the customer. When the customer has finished keying in the information, retrieve the terminal and complete the transaction. Moneris® VX 520: Reference Guide...

  • Page 24: Terminal Keys And Hardware

    Displays the REPRINT Submits keyed in data.  menu. Displays the CONFIGURATION menu when  Reports key. The first purple key on  pressed at the transactions menu. the right. Displays the REPORTS menu. Chip card reader Moneris® VX 520: Reference Guide...

  • Page 25: Card Types

    Card types 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 contactless functionality. Magnetic stripe card A card with a magnetic stripe ...

  • Page 26: Cardholder Verification

    In most cases, this limit does not apply to:  Credit transactions where the card is swiped or inserted  Interac Debit transactions where the card is swiped or inserted  These transactions require cardholder verification regardless of the transaction amount. Moneris® VX 520: Reference Guide...

  • Page 27: Card Entry Options

    To determine the maximum CDV for a card, print an EMV Parameters report (see page 42) and locate the Contactless Trans Limit parameter under the report’s record for the card. A CDV of 999999 means there is no maximum limit. Moneris® VX 520: Reference Guide...

  • Page 28: Swipe: Magnetic Stripe Cards

    If the “Imprint Card Press OK Key” prompt appears, take an imprint of the card and press the green  key. 4. Key in the card’s validation code and press the green key to continue the transaction. Moneris® VX 520: Reference Guide...

  • Page 29: Transactions

    Completes a voice-authorized (IVR) purchase. 1. Select Advice. key, and then follow the prompts. Refer to the Merchant 2. Key in the advice amount, press the green and customer prompts tables (see pages 30 to 36). Moneris® VX 520: Reference Guide...

  • Page 30: Pre-Authorization

    Refer to the Merchant 2. Key in the refund amount, press the green and customer prompts tables (see pages 30 to 36). 3. Process receipts (see pages 36 to 38). Moneris® VX 520: Reference Guide...

  • Page 31: Correction

    Select Seq#, key in the sequence number and press the green key.  To search by the card number:  Select Acct, key in the last four digits of the card number and press the green key.  Moneris® VX 520: Reference Guide...

  • Page 32: Balance Inquiry

    2. At the “Swipe Card:” prompt, swipe the pre-paid credit card on the terminal. 3. Wait while the terminal communicates with the Moneris host. 4. If the pre-paid card allows it, the terminal displays “Balance: $###.##”. Press the green key to continue.
  • Page 33 Key in the card number and press the green key. Key in the Voice Authorization Number that you wrote on the paper sales Auth #: draft when you called Moneris Customer Care for IVR voice authorization. Code present? If the validation code is not there, select No. ...

  • Page 34: Customer Prompts

    Selects Yes, keys in the tip amount and presses the green  key. No Tip To continue without adding a tip:  Selects No Tip.  Confirms that the purchase amount is correct and selects Yes to accept it. Amount OK? ##.## Moneris® VX 520: Reference Guide...
  • Page 35 To select the displayed program: Selects OK.  SELECT NEXT To view the next program on the card: Selects SELECT NEXT.  Purchase For Chequing account:  Select Acct Selects CHQ.  For Savings account:  Selects SAV.  Moneris® VX 520: Reference Guide...
  • Page 36 YY % ZZ % Other Tip: $0.00 Keys in a dollar amount and presses the green key.  If the customer does not wish to leave a tip, leaves blank and presses  the green key. Moneris® VX 520: Reference Guide...
  • Page 37 Tip Type: To choose from a list of tip percentages:  Selects %.  To enter a tip dollar amount:  No Tip Selects $.  To continue without adding a tip:  Selects NoTip.  Moneris® VX 520: Reference Guide...

  • Page 38: Receipts

    Masking replaces a card’s numbers (except for the last four) with “*”s (e.g., ************1234). Truncation prints only the last four digits of a card (e.g., 1234). The expiry date is not printed on any copy of any receipt. Moneris® VX 520: Reference Guide...

  • Page 39: Signatureless Transactions

    Six digit approval code. See Useful codes on page 38 for more information. Card verification. “Verified by PIN” is printed when a chip card is inserted. May be a signature line for certain credit card transactions. The Merchant Footer 4 is configurable on the terminal. Moneris® VX 520: Reference Guide...

  • Page 40: Partial Approval Receipt Sample

    (e.g., if the Seq # is 000-123456-0, then when processing a refund, key in 123456). Orig Auth #: This is the six-digit approval code (Appr Code) printed on the original receipt. It is used for Pre-  auth Completions. Moneris® VX 520: Reference Guide...

  • Page 41: Reports

     Merchant Sub-totals report Prints the totals of all transaction types in the current batch on the Moneris host without closing the batch. 1. Press the Reports key (first purple key on the right). 2. If prompted, key in the manager password and press the green key.

  • Page 42: Pre-Auth Transactions Report

    Tip report Prints tip activity for the current batch in the terminal memory. 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. 1. Press the Reports key (first purple key on the right).

  • Page 43: Deposit Totals Report

    The terminal prints the Stored Transactions report and returns to the REPORTS menu. Deposit Totals report Prints the totals of all transaction types in batches that have been closed on the Moneris host on the date this report is printed.

  • Page 44: Emv Parameters Report

    To print the batch history for a specific date, select Date. Key in a settlement date (in MMDDYY format)  and press the green key. To print the batch history for all dates, select All.  The terminal prints the Batch History report and returns to the REPORTS menu. Moneris® VX 520: Reference Guide...

  • Page 45: Administrative Transactions

    To change the existing merchant ID, select No. When the “Merchant ID:” prompt appears with the  existing merchant ID displayed, key in your new Moneris Merchant ID number and press the green key. 5. When “Transmitting…” and “Receiving…” appear, please wait while the terminal communicates with the Moneris host.

  • Page 46: Batch Reclaim

    The terminal performs the Batch Reclaim and returns to the transactions menu. At the end of your day, you are still required to perform your normal End-of-day procedures. Moneris® VX 520: Reference Guide...

  • Page 47: End-Of-Day Process

    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: Step 1: Print a Stored Transactions report See page 40.
  • Page 48 Confirm that the totals on the Stored Transactions report (printed in step 1) match the totals on the  Merchant Sub-totals report (printed in step 2). If they do not match, call Moneris Customer Care toll-free at 1-866-319-7450 within 30 days for reconciliation assistance.

  • Page 49: Troubleshooting

    If the error message reappears and is listed in the table below, follow the instructions in the table. If the problem is still not resolved, call Moneris Customer Care toll-free at 1-866-319-7450. Error messages...
  • Page 50 1. Check all the cables to ensure everything is plugged in correctly (see page 6). 2. Check that the router and hub/switch (if any) are functioning and are correctly configured. Please refer to the Moneris IP Readiness Checklist available at moneris.com/checklist.
  • Page 51 Important: If the manager password is entered incorrectly five times in a row, the terminal will lock and will be unable to perform transactions. To unlock the terminal, contact Moneris Customer Care toll-free at 1-866-319-7450 request a password reset.
  • Page 52 This error message is printed on the Batch Totals report beside terminal totals that do not match the host totals. If you are a Merchant Close merchant:  Close your batch normally (see page 45) and call Moneris Customer Care  toll-free at 1-866-319-7450 the next business day for reconciliation assistance.
  • Page 53 2. Check that there is a paper roll and that the roll is loaded properly (see page 3. Close the printer. SETTLE FAILED The connection with the Moneris host was lost during a Batch Close and the transaction was not completed. Try the Batch Close again. If the batch totals are $0: 1.

  • Page 54: Equipment Issues

    Insert or swipe the same card or another card. TCP Error ######## There has been a communication error with the Moneris 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.
  • Page 55 Merchant support Merchant support At Moneris, help is always here for you 24/7. Moneris® VX 520: Reference Guide...
  • Page 56 VX 520 Setup and Installation video  download additional copies of this guide and other resources  consult the Moneris VX 520 WebHelp for detailed information on all of the options available on your  terminal and how to enable them Visit shop.moneris.com...
  • Page 57 Solutions 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. Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information, content and materials contained in this manual in terms of their correctness, accuracy, reliability or otherwise.

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