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VeriFone Vx510 - Instructions & How To Use Your Credit Card Machine



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hi I'm Lorraine with philosophy merchant

services this tutorial will explain how

to perform all the basic functions on

your VeriFone VX terminal including how

to both swipe and key in transactions

void a transaction and reprint receipt

let's get started before we begin make

sure you've connected your terminal to a

data source such as a phone line or

router and that it's powered on check

out our getting started video linked

below if you need help once you're sure

the terminal is ready you're going to

use one of your own credit cards to run

a test transaction some terminals may

have a pre screen press f3 to get to the

main screen swipe the credit card when

prompted on the display select f1 for

credit f2 for pin based debit f3 for EBT

and electronic benefits transfer card or

f4 for gift cards if you have a gift

card program set up with a VMs gift

cards are an easy way to increase

customer spending and drive repeat

business if you'd like to set up a gift

card program at your location give us a

call at the contact information listed

below enter the last four digits of the

card number then press Enter key in the

amount of the transaction the decimal

point is inserted for you so one dollar

would be one zero zero the terminal may

prompt for tip amount enter the tip

amount and press Enter if you do not

know the amount press Enter to bypass

the first receipt will print for pin

based debit customers there's no need

for them to sign since they've already

verified their identity using their

personal identification number for

credit card payments tear off the

receipt for them to sign and return to

you keep this receipt for your records

press ENTER once more and receipt will

print for your customer sometimes when a

card is swiped the magnetic stripe on

the back of the card fails to read

properly you can still accept this

person's card but you must run the

transaction by keying in the cards

information let's go over how to do this

correctly on the home screen where it

says sale card verify and settlement

press f2 for sale enter the customers

full credit card number and press enter

enter the expiration date of the card

then press Enter the terminal will ask

you whether or not the card is present

if you are accepting this card

face-to-face press f1 for yes it will

prompt you to imprint the customers

credit card information then press Enter

it will then prompt you for the amount

of the transaction press Enter it will

prompt you for the customers billing and

zip code press Enter the first receipt

will print tear off for customer to sign

press f1 for yes because the customer is

present for card not present on the home

screen where it says sale card verify

and settlement press f2 for sale

enter the customers full credit card

number then press enter enter the

expiration date of the card and then

press Enter

the terminal will ask whether or not the

card is present choose f2 for no the

terminal will then ask you the amount of

the transaction remember that the

decimal point is inserted for you press

Enter the terminal will then ask you to

enter the CVV security code the three to

four digit number found on the back of

the card it will then prompt for the

card holders address and their billing

zip code

the first receipt will print

off for customer to sign you can choose

f2 for no because the customer is not

present

let's say that you made a mistake when

entering in the transaction dollar

amount like entering into many zeros you

can go back and void a previous

transaction and then re-enter the

corrected amount keep in mind that you

cannot void a transaction run as debit

or EBT only cards run as credit can be

voided press the purple more key while

on the main screen select f1 for void

when prompted press f1 for yes to void

the last transaction in a few moments

the first receipt will print tear off

for your customer to sign press f2 to

print a second receipt for your customer

if you need to accept tips as a form of

payment here's how to add tips to a

specific transaction from the main menu

press the purple tip key select f4 for

invoice number enter the invoice number

located on the original receipt select

f1 for adjust key in the dollar amount

you'd like to add for tip press ENTER

select f2 next to repeat these steps to

add more tips or press the red X key to

go back to the home screen if you need

to print an extra receipt start on the

home screen and press the purple reprint

button if you just need to reprint the

very last receipt you printed press f2

and that receipt will print if you need

to reprint a receipt from earlier in the

day press f3 locate the invoice number

listed on the original receipt key that

in and press Enter that transactions

receipt will then print finally let's

talk about batching batching your

terminal is the process that takes your

day's transactions and electronically

sends them off to your bank it's good

practice to batch your terminal every

single day as older batches become stale

and affect your rates if you're a retail

store your terminal is set up to auto

batch which means it automatically does

this every night at 3 a.m. and you don't

need to follow along with the rest of

this tutorial if you're a restaurant or

salon your terminal is set up to be

manually batched remember to batch your

terminal at the end of each business day

unless no transactions were processed if

you have tips to add be sure to add them

before you badge

from the home screen press f4 for

settlement the following screen will

show your grand totals and sales for the

day press ENTER to confirm this is

correct the terminal will process your

batch sending your day's transactions in

for processing a report will print for

your records you now know all the basic

functions necessary to operate your

VeriFone VX terminal we hope you found

this tutorial helpful if you have any

further questions about how to use your

terminal or questions about processing

credit card payments in general please

call velocity merchant services at eight

eight eight nine zero two six two two

seven or visit us online at get VMs comm