Chase DX4000 Quick Reference Manual

Chase countertop terminal

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Quick Reference Guide
Chase Countertop Terminal
DX4000

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Summary of Contents for Chase DX4000

  • Page 1 Quick Reference Guide Chase Countertop Terminal DX4000...
  • Page 2: Table Of Contents

    Getting Started To help you get started, this Quick Reference Guide outlines some of the most common transactions for the DX4000 terminal solutions. Contents Navigating Your DX4000 Terminal………………………………………… Use of the Terminal……………………………………………………………. Unpacking the DX4000 Terminal…………………………………………. Setting Up Your Equipment…………………………………………………...
  • Page 3: Navigating Your Dx4000 Terminal

    Navigating Your DX4000 Terminal...
  • Page 4: Use Of The Terminal

    Use of the Terminal To power on: Press and hold the <Power> button for about 1 second until the Chase screen appears. To power off: Press and hold the <Power> button for more than 2 seconds until the display shows the figure below, then press <Power off>.
  • Page 5: Unpacking The Dx4000 Terminal

    • Turn device over to open the paper cover by lifting the catch located at the top of the DX4000. Pull the cover to the rear of the terminal. • Inter the paper roll in the compartment following the directions above.
  • Page 6: Setting Up Your Equipment

    Setting Up Your Equipment Connect Magic Box with DX4000 Ethernet – Connect the Ethernet cable from the switch or other internet access point to the ETH port (2).
  • Page 7: Password Management

    To protect your business, use discretion when sharing passwords and consider changing them on a regular basis. Two levels of passwords The DX4000 terminal supports the following level of passwords: Manager – Unlimited Access Clerk – Limited Access where applicable •...
  • Page 8: Set Up Password

    Setting Up Your Passwords From main screen, choose the menu icon in the upper left corner and select [User]. Press/Tap [Admin]. You will be prompted to “Enter dynamic password’. Please use password provided by your dedicated payment advisor. Press/Tap [Add User] located at the bottom of the screen to create user account.
  • Page 9: How To Process Basic Transactions

    How to Process Basic Transactions Below are some common transactions to help you start processing right away. Sale Perform a credit card sale transaction when the card is present. From the idle screen select Sale. Optional prompts if enabled may display. Ex: Clerk #, Invoice #, Tax #.
  • Page 10 Return/Refund Perform a refund to return money to a cardholder’s account from a sale completed in a closed batch (e.g., previous day). From the idle screen select Refund. Optional prompts if enabled may display. Ex: Clerk #, Invoice #, Tax #. Then key in amount and press Confirm.
  • Page 11 Select “No” to void any other transaction within the batch. Display DX4000 Main Screen Select Void Select “Yes” to Void the last transaction performed. Void the last transaction? Select “No” to Void other transaction in the batch.
  • Page 12: More Information & Support

    Your terminal batch contains all the daily transactions to be settled. Settlement is the process of managing your transactions, so they are funded to your banking account. For the DX4000 terminal, there are three (3) settlement options: Manual Settlement •...
  • Page 13 -your-account/chargebacks Common Errors Explained More details on next steps, fixes, and additional error codes available at Chase Assist. 1. Remove Card DECLINED REMOVE Transaction was 2. Try a different card. CARD declined Important: Don’t try the same card.

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