Approval Job Aid - Treasury Operations

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Card Magnetic Stripe Swipe/CHIP Card Insert
Credit/Debit Cards Enter PIN on Terminal Key Pad
VeriFone Vx520
Payment Terminal
Card Magnetic Stripe Swipe/CHIP Card Insert
Credit/Debit Cards Enter PIN on Terminal Key Pad
VeriFone Vx520
Payment Terminal
Refund
Sales Transaction
1. Press (F2) button to select Sale
2. Wait for terminal display
3. Enter Amt
• Select (F#) for Yes or No, to
confirm if the Sale Total Amt
entered is correct.
4. Terminal prompts as, Tap/Insert
/Swipe the card. SWIPE or
INSERT the card (if card
present).
5. Choose Card: (F#) for Credit or
Debit.
6. Terminal prompts, “Return
terminal to clerk.” Press Enter.
7. Enter the last 4 digits of the card
number. Press Enter.
•
If the Card is NOT Present:
a) Enter the amount
b) Select (F#) for Sale amount
be correct, Y (Yes) or N (No)
c) Type the card number
d) Enter the expiration date
e) Select Card Present: No
f) Choose Tran: Select (F#) for
Phone or Web
g) Enter card security code.
h) Enter billing street number
address and zip code
Receipts Printed
The merchant copy of the receipt will
print first.
Merchant & Customer Receipt
1. Tear the receipt from the printer
and have the customer sign it.
2. Press Enter to print the customer
copy.
Reprinting a Receipt
To reprint a receipt, select first purple
key at top terminal key pad for
Reprint of receipt.
• Press Last Receipt (select
function key (F#) to reprint the
last receipt.
• Press Enter
• Press Any Receipt (F#) to select
the receipt needed to be reprinted.
o Enter the receipt INV# to be
reprinted.
Rev. 6/9/2015
1 of 2
1. Press MORE purple function key
at top row of terminal keys.
2. Select Refund (F#)
3. Enter the Amount to be
refunded.
4. Confirm Y (Yes) or N (No)
5. Terminal prompts as
Tap/Insert/Swipe the card.
Swipe or Insert the card (if
present). Or enter card number
manually.
6. Choose Card: (F#) for Credit or
Debit.
7. Terminal prompts, “Return
terminal to Clerk.” Press
Enter.
8. Confirm refund, select Y (Yes)
or N (No).
9. Terminal prompts as
Tap/Inset/Swipe the card. Or
enter the card number manually.
10. Chose Card: (F#) for Credit or
Debit.
11. Terminal prompts, “Return
terminal to Clerk.” Press
Enter.
12. Enter the last 4 digits of the
card number. Press Enter.
Voiding a Transaction
1. Press the MORE purple function
key at top row of terminal keys.
2. Select Void (F#)
3. Select Yes, to void last
transaction completed.
4. If the transaction to be voided is
NOT the last, select No
• Enter the INV# (as only the
numbers preceding the 0s)
from the merchant receipt or
the last 4 digits of the
cardholder’s account
number.
5. Reversed, terminal displays.
Settle the Terminal, at the end of
each business day.
1. Select Settlement (select
function key F#)
2. Terminal displays “calculating
totals.”
3. Press Enter to confirm. The
settlement report prints a receipt
bottom, “Settlement Successful
OK, a number follows.”
Office of Treasury Operations
Merchant Card Services
Questions? E-mail
merchantcardhelp@uillinois.edu
Rev. 6/9/2015,
2 of 2
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