First Data VeriFone VX810 Duet Quick Reference Manual page 2

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