Refund transactions that have been settled.

*See reversal section to Reverse transactions that are in the current batch.

1 From the main menu, select 2 Refund and press O or 2 abc

2 Key in the refund amount, then press O

3 If the card is present swipe, tap, or insert card.

If the card is not present press X to manually enter the card number. ( This must be done on the PIN pad if one is installed)

Select 1 Yes for manual entry, then press O or 1 qz.

Enter the card information
When asked if the card is present, select 2 No
Enter the expiration date

4 Follow the prompts for printing receipts.

Reverse transactions that are in the current batch.

*See refund section to Refund transactions that have been settled.

1 From the main menu, select 3 Reversal , then press O or 3 def

2 Select
1 Full to reverse the entire amount.
or
2 Partial to reverse a portion of the total.

3 Follow the prompts to select the transaction and complete the reversal.

1 From the main menu select 2 Reprint , then press O or 2 abc

2 Select
1 Last to reprint the last receipt.
or
2 Any to select a transaction.

3 Follow the prompts to select the transaction and receipt(s) to reprint.

*When finished press X so that 1 Sale is visible on the home screen for the next sale.

Tips need to be added before batching your terminal.
*Once transmitted you can no longer add tips to transactions within the batch.

1 From the main menu scroll down until you see 1 Tip Adjust , press O or 1 qz.

2 Select 1 Last or 2 Any, press O

By last transaction

1 Press O to confirm the correct transaction is shown or X to go back.

By Any transaction

1 Select 1  Transaction ID: or 2  Card Last 4:
Press O
2 Enter the card or transaction number, then press O to confirm the correct transaction is shown or X to go back.

Tip adjustment

1 Key in the tip amount, then press O

Batches should be settled on the same day as the transactions are run. Your terminal may be configured to do so automatically. If not, you must do so manually.

If there is a problem with an automatic batch settlement, you may need to manually settle a batch after correcting an issue.

Your end-of-day procedures might include reviewing totals, displaying, or printing reports, and batch settlement.

Print Batch Totals

To print the sales total, returns total, and the batch total (Sum of all transactions in the current batch):

1 From the main menu select 3 Reports , then press O or 3 def

2 Select 1 Detail Report , then press O or 1 qz.

Manual Batch Settlement

1 From the main menu select 4 Settlement , then select O or 4 ghi
The batch report will be printed with totals.

Press O to settle the batch, or
X to exit without settling the batch.

Closing Out Your Old Terminal

*Be sure to select a time when you will not interrupt sales to make this transition. It should take 5-10 minutes to complete.

1 Close out any open batches in your terminal before unplugging it.

2 Keep your old terminal at your counter or close by just in case there is an issue and you need to continue using it until your new terminal is working satisfactorily.

3 Once the new terminal is up and running be sure to return your old terminal to your previous provider if they own the machine.

Setting Up Your New Terminal

1 Attach the power adapter to your electrical outlet. Connect the other end the power adapter to the connector on the under side of the terminal.
*You may need to remove the cover from the bottom of the terminal to access the power connector. Be sure to re-install it after you complete all cable connections.

2 Connect the ethernet (Internet) cord that was connected to your old terminal to the port with an image of three interconnected squares on the under side of the terminal. If you do not use ethernet, or if you also have a phone backup, connect the phone cord that was connected to your old terminal to the port with a picture of a telephone handset.
*DO NOT use the port with the yellow sticker

3 Wait for your new terminal to boot up. Follow any prompts until it stops on the idle screen showing options including 1 Sale

4 Look for a white logo at the top left corner of the screen (opposite the time). If no logo is present, an issue with your internet connection must be resolved before you continue.

Key Things to Know

– To make a sale press ENTER to view the main menu where several options are available. The up and down arrow keys will allow you to select an option from the list.
You can then press ENTER to access the selcted option.

– Press O to select a hi-lighted option on the screen or press the corresponding number key on the keypad.

– Press X to exit most operations.

– When the terminal is waiting for PIN Pad input it may be neccesary to press X on the Pin Pad keyboard rather than on the terminal if you wish to cancel the operation.