VeriFone VX 805 Step-By-Step Instructions
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VeriFone VX 805 Step-By-Step Instructions

Terminal with first data rapid connect host through datacap
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One Blue Hill Plaza, 16
Floor, PO Box 1546
Pearl River, NY 10965
1-800-PC-AMERICA, 1-800-722-6374
(Voice) 845-920-0800 (Fax) 845-920-0880
Verifone VX 805 with First Data Rapid
Connect Host through DataCap
This document provides step-by-step instructions on installing the Verifone VX 805, configuring settings,
and processing transactions in CRE/RPE using First Data Rapid Connect Host through DataCap.
Note:
You must have a Deployment ID for the computer acting as the NetEpay server created prior to
attempting this installation. You must also have a License for each station that is processing
transactions through the NetEpay server. If you do not have them, please contact your reseller or
processor for information on how to obtain them.

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Summary of Contents for VeriFone VX 805

  • Page 1 (Voice) 845-920-0800 (Fax) 845-920-0880 Verifone VX 805 with First Data Rapid Connect Host through DataCap This document provides step-by-step instructions on installing the Verifone VX 805, configuring settings, and processing transactions in CRE/RPE using First Data Rapid Connect Host through DataCap. Note: You must have a Deployment ID for the computer acting as the NetEpay server created prior to attempting this installation.

  • Page 2: Table Of Contents

    PERFORMING A MANUAL ENTRY SALE PERFORMING A MANUAL ENTRY EBT FOODSTAMP SALE PERFORMING A CREDIT CARD SALE AND ADDING A TIP DIRECTLY ON THE VX 805 (RETAIL AND QUICK SERVICE RESTAURANT ONLY) PERFORMING A CREDIT CARD TRANSACTIONS WITH TIPS (PRE-AUTH AND POST-AUTH)

  • Page 3: Revision History

     It is recommended to install the NETePay Software on a back office computer that can act as a server.  The VX 805 driver, dsiPDCX software, and dsiEMVUS software needs to be installed on each station that will process card payments.

  • Page 4: Installing The Vx 805 Driver

    Installing the VX 805 driver Download the VX 805 driver from the following link: http://download2.pcamerica.com/drivers/Manufacturer/Verifone/VX805_Driver.zip 1. Locate the downloaded file VX805_Driver.zip. Right-click on the file and extract its contents. 2. Right-click on the VX805_Driver.exe file that was just extracted and click on Run as administrator.
  • Page 5 4. Wait while the driver installs. When it is finished the installer window will close automatically. 5. On the VX 805, take the USB connector, 6. And connect it to any available USB port on the computer.
  • Page 6 8. In Windows, go to Control Panel > Device Manager. 9. Expand the Ports branch. You should now see the VX 805 with a COM port assigned to it in parenthesis. This is usually configured for COM9.
  • Page 7 10. In Windows Control Panel > Programs and Features, 11. An entry for VeriFone Vx Installer version should also be created if the driver installed correctly.

  • Page 8: Installing Dsiemvus Control (Required On Each Pc Using A Vx 805)

    Installing dsiEMVUS control (required on each PC using a VX 805) Download the latest dsiEMVUS control software for First Data Rapid Connect from the following link, Select NETePay5.0 to expand the list, and select FDMS Rapid Connect Host EMV - HPH.
  • Page 9 4. Accept the agreement and click Next. 5. Enter a User Name and Organization then click Next. 6. Click on Install.
  • Page 10 7. Click on Finish. 8. Click on Yes when prompted to restart.

  • Page 11: Installing Dsipdcx Control (Required On Each Pc Using A Vx 805)

    Installing dsiPDCX control (required on each PC using a VX 805) Download the latest dsiEMVUS control software for First Data Rapid Connect from the following link, Select NETePay5.0 to expand the list, and select FDMS Rapid Connect Host EMV - HPH.
  • Page 12 4. Accept the agreement and click Next. 5. Enter a User Name and Organization then click Next. 6. Click Install.
  • Page 13 7. Click Finish. 8. Click on Yes when prompted to restart.

  • Page 14: Installing Netepay (Required On Pc That Will Act As Datacap Server Only)

    Installing NETePay (required on PC that will act as DataCap server only) Download the latest NETePay software for First Data Rapid Connect from the following link, Select NETePay5.0 to expand the list, and select FDMS Rapid Connect Host EMV - HPH. 1.
  • Page 15 4. Click Next. 5. Accept the agreement and click Next. 6. Enter a User Name and Organization then click Next.
  • Page 16 7. Click Install. 8. Click Finish. 9. Click on Yes when prompted to restart.
  • Page 17 10. In Programs and Features you should now see an entry for the NETePay installation. 11. Locate DSIRapidConnectIP_Host.exe. It can typically be found at the following path on your computer after the NETePay installation: C:\Program Files (x86)\Datacap Systems\NETePay Right-click on the file DSIRapidConnectIP_Host.exe and select Run as administrator.
  • Page 18 14. This dialog box indicates that NETePay has not yet retrieved merchant parameters from Datacap’s PSCS server. It cannot operate until these parameters are downloaded. Click OK and you will be returned to the NETePay main status window. 15. Click Setup > Setup Information. 16.
  • Page 19 18. Click I Have My Deployment ID. 19. In the dialog box that displays, enter the Deployment ID you received, then click 20. Click Yes, This is the Correct Merchant. If the information is not correct, click Cancel and retry entry from the beginning of Step 17.

  • Page 20: Configuring Settings In Cre/Rpe (Required On Each Pc That Will Process Card Payments)20

    5. Select First Data Rapid Connect from the Processing Company dropdown 6. Enter the IP address of the PC acting as the NETePay server 7. Select Verifone VX805 from the Pinpad dropdown. 8. Enter the # of the COM port configured in the Device Manager 9.
  • Page 21 CRE version 12.8030 and older configuration steps In older versions of CRE you must select the PINpad and its communication port in the Hardware section of the setup screen before configuring the payment processing parameters. 1. In CRE/RPE go to Options/Manager > Setup >...

  • Page 22: Configuring Cash Back With A Debit Card & Ebt Cash Sales

    Configuring cash back with a debit card & EBT Cash sales 13. Go to Options/Manager > Setup > Setup Screen. 14. Go to Payment Processing > Other Options; in the Max Debit Cashback field, enter the maximum Cashback amount allowed then hit Update to save the setting.

  • Page 23: Configuring The Vx 805 To Accept Ebt Cards

    Configuring the VX 805 to accept EBT Cards 1. From the Options/Manager screen, select Setup > Setup Screen. Steps for 12.8031 and newer 1. Click on Payment Processing > Gift Card. 2. For Payment Processor, select DataCap. 3. For Processing Company, select First Data Rapid Connect.

  • Page 24: Ringing Up An Emv Credit Card Sale Using The Chip Reader

    CRE at this point. You can cancel by hitting the red button on the keypad or by waiting for the process to time out. 3. On the VX 805 hit the green key on the keypad to proceed with the sale.
  • Page 25 5. Fully insert the chip card face up into the slot on the bottom of the VX 805. You should feel the card “catch” when it is fully inserted and a Do Not Remove Card message should appear.
  • Page 26 7. An APPROVED response should appear on the screen indicating the transaction was successful. 8. Remove the card when prompted. The device will beep if the card is left inserted. 9. The screen will then go back to the WELCOME standby screen.

  • Page 27: Performing A Debit Sale With Cashback

    Note: You cannot cancel a card payment from within CRE at this point. You can cancel by hitting the red button on the keypad or by waiting for the process to time out. 3. On the VX 805 hit the green key on the keypad to proceed with the sale.
  • Page 28 4. Press the F3 button for YES. 5. In this example we will press the F1 button for $20 cashback.
  • Page 29 6. Press the green key to accept the sale with the cashback amount. 7. Swipe the debit card to process the transaction. Note: You cannot insert EMV cards for debit sales at this time. Debit sales must be swiped.
  • Page 30 8. Wait while the transaction processes. 9. Wait for the approval. 10. The screen will then go back to the WELCOME standby screen.

  • Page 31: Performing A Ebt Foodstamp Sale

    Foodstamp Purchases, you can see the amount the customer will be charged after the tax has been removed from Foodstamp items. 2. Select EBTFoodstamp 3. On the VX 805, the screen on the pinpad will prompt to swipe the card, swipe the EBT card.
  • Page 32 4. Enter the Pin for the EBT card and press the green key to confirm the pin. 5. The screen will then go back to the WELCOME standby screen.

  • Page 33: Performing A Ebt Cash Sale With Cashback

    Performing a EBT Cash Sale with cashback 1. Ring up a sale and proceed to the Amount Tendered (Pay) screen. Select EBT. **NOTE** Tax Is not Exempt from EBT Cash Sales 2. Select EBTCash 3. Enter the cashback amount. **Note** If the amount entered exceeds the amount set in the Max Debit Cashback field in the Setup Screen, the sale will be declined.
  • Page 34 4. When the pinpad prompts, swipe the EBT card. 5. Enter the pin for the EBT card and press the green button to continue with the sale.

  • Page 35: Performing A Manual Entry Sale

    Performing a manual entry sale 1. Ring up a sale and from the amount tendered screen select Credit/Debit as the payment method. 2. The Credit Card Information screen may appear grayed out like the picture on the left. 3. Hit the red key on the keypad.
  • Page 36 4. Click Ok to the message that appears in CRE. 5. Click on Manual Entry. 6. Enter the card number using the keypad on the pinpad, then press the green key on the keypad.
  • Page 37 7. Enter the expiry date using the keypad on the pinpad, then press the green key on the keypad. 8. Enter the CVV code on the back of the card using the keypad on the pinpad, then press the green key on the keypad. 9.
  • Page 38 10. Press the green key on the keypad to select YES if it is an EMV chip card. 11. You should see an “APPROVED” message on the pinpad once the transaction has completed successfully.

  • Page 39: Performing A Manual Entry Ebt Foodstamp Sale

    Performing a manual entry EBT Foodstamp sale 1. Ring up a sale and from the amount tendered screen select EBT as the payment method. 2. Select EBT Foodstamp 3. The Credit Card Information screen may appear grayed out like the picture on the left.
  • Page 40 4. Hit the red key on the keypad. 5. Click Ok to the message that appears in CRE. 6. Click on Manual Entry.
  • Page 41 7. Enter the card number using the keypad on the pinpad, then press the green key on the keypad. 8. Enter the Pin for the EBT card and press the green key to confirm the pin. 9. You should see an “APPROVED” message on the pinpad once the transaction has completed successfully.

  • Page 42: Restaurant Only)

    Performing a credit card sale and adding a tip directly on the VX 805 (Retail and Quick Service Restaurant only) 1. Ring up a sale. 2. Click PAY and select Credit/Debit at the amount tendered screen. 3. The credit card information screen should...
  • Page 43 4. On the pinpad press the green key on the keypad to acknowledge the amount. 5. Press the F3 key on the pinpad for YES to adding tip. 6. Enter a tip amount using the pinpad keypad and press the green key to accept the amount.
  • Page 44 7. Press the green key on the keypad to confirm the total amount with tip added. 8. Fully insert the chip card into the bottom slot of the VX 805. 9. Wait while it processes the sale.
  • Page 45 10. You should see an “APPROVED” message if the transaction is successful. 11. Remove the card from the slot when prompted.

  • Page 46: Performing A Credit Card Transactions With Tips (Pre-Auth And Post-Auth)

    Performing a Credit Card Transactions with Tips (pre-Auth and post-Auth) As of Version 12.9019 and higher, you now have the ability to do a traditional pre-auth and post-auth transaction. This section will show you how to perform a Credit card transaction with tips using RPE (Fine Dinning). Tip can be applied either through the device or from the POS system.
  • Page 47 8. Select an items , Then select pay 9. Select Credit Card 10. Amount displays on device Select the Green button on the device to confirm amount...
  • Page 48 11. Prompted for tip  If Yes F3, Skip to step 20  If No, Continue to follow to the next step. 12. When device prompts Insert, Tap or Swipe Card.  Insert card  Tap Card  Swipe Card 13.
  • Page 49 14. Device displays approved. Note: don’t remove the card during this process 15. When device says Remove Card Now you can remove the card from the device 16. Now, select that table.
  • Page 50 17. Using a physical keyboard or keypad, enter the tip amount and select OK 18. Select Yes to confirm Total amount with tip. 19. Select OK. Note: You cannot adjust the tip. Tip Adjust isn’t supported by Datacap FD integration.
  • Page 51 Adding a Tip from the device 20. Enter Tip amount then select green button on the device. 21. Select Green button to confirm amount 22. When device prompts Insert, Tap or Swipe Card.  Insert card  Tap Card  Swipe Card...
  • Page 52 23. Device displayed Processing Note: don’t remove the card during this process 24. Device displayed Processing Note: don’t remove the card during this process 25. Device displays approved. Note: don’t remove the card during this process...
  • Page 53 26. When device says Remove Card Now you can remove the card from the device 27. Now, select that table. 28. Select Yes, to change the tip amount No, if you don’t want to change amount 29. Keypad will show previous amount...

  • Page 54: Performing A Batch Settlement

    30. Enter new tip amount then select OK 31. Select Yes to confirm the total amount 32. Select OK Note: You cannot adjust the tip. Tip Adjust isn’t supported by Datacap FD integration. Performing a batch settlement 1. Go to Options/Manager > Administrative > Credit Card Settlement.
  • Page 55 2. Click Settle. 3. Click OK once the settlement has successfully completed. Note: The settlement can be done on any station and only needs to be done once for the whole store/restaurant.

  • Page 56: How To Configure Dual Vx805 Pinpads

    NETePay and GIFTePay are running on the same computer. In this case, you must install a different driver for the VX805s. If you have the pinpads connected and the previous driver installed, disconnect the pinpads and uninstall the current VeriFone driver. After that follow the instructions below 1. Create a folder on the desktop, Download the VerifoneUnifiedDriverInstaller.zip...
  • Page 57 5. Uncheck Single device system 6. Select Next 7. Select Install Note: if it’s prompt the UAC control, select yes to allow the install. 8. Select Finish. Note: Now connect each pinpad one at a time, Check device manager for the new com port numbers.

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