QUICK REFERENCE GUIDE
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VERIFONE VX
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15
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14
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VERIFONE VX
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QUICK REFERENCE GUIDE
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CLERK/SERVER SETUP
Accessible through
the main menu, the
clerk/server setup
feature allows you
to manage IDs and
passwords.
LOG ON/OFF CLERK/SERVER
Used to log on clerks/servers as their shifts begin, and log them o
at the end of their shifts.
ADD CLERK/SERVER
Adds new clerks/servers to your terminal. You will be prompted to
create an ID and a password for each new clerk/server.
The clerk/server ID may be up to 4 digits in length and the password
may be 5–10 digits in length.
MODIFY CLERK/SERVER
Allows modification of a clerk’s/server’s password.
DELETE CLERK/SERVER
Removes a single clerk/server from the terminal.
CLEAR CLERK/SERVER
This option is used to clear clerk/server totals from the clerk/server’s
internal totals file.
Your transactions must
be “settled” daily. Read
this section to ensure
the settlement process
operates smoothly.
OPEN BATCH
INDICATOR
When a batch is open,
the VX 520 terminal
displays OPEN on the
menu screen, and the
VX 680 terminal displays
$ on the menu screen.
SETTLING THE BATCH
ABOUT SETTLEMENT
A Settlement operation is used to close the current batch and open
a new batch for logging and accumulating transactions.
Your Verifone terminal stores transactions throughout the day and
sends batch totals of sales and refunds to the host (Chase) after the
close of business.
There are two settlement options: Manual Settlement and Auto
Settlement.
1 – MANUAL SETTLEMENT
If your terminal is set to manually settle, select Settlement from the
main menu and follow the prompts displayed.
2 – AUTO SETTLEMENT
If your terminal is set to automatically settle, it will automatically settle
transactions in the current batch at a specific, predetermined time,
within a 24-hour period. When configured, auto settlement begins any
time after the set time occurs if there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.)
then auto settlement occurs any time after 22:30:00. If the terminal is
turned o before the set time, and turned on again (usually the next
morning), auto settlement occurs at that time.
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