Terminal Guide

To run a sale transaction, do the following:

1. Press 1 for Sale.
2. Enter the sale amount and press Enter.
3. Swipe, insert, tap, or key in the customer’s card.
4. If prompted to enter a PIN, ask the customer to enter their PIN on the terminal or the external PIN Pad.
5. Optionally, press 2 to print a customer copy of the receipt

To return (refund) a transaction, do the following:

1. Press 2 for Return.
2. Press 1 for Credit.
3. Enter the refund amount and press Enter.
4. Swipe, insert, tap, or key in the customer’s card.
5. Optionally, press 2 to print a customer receipt.

To void a transaction, do the following:

1. Press 3 for Void.
2. Press 1 to select No for Void Pre-Auth.
3. Press 5 to search by card number, or choose a different search option.
4. Enter the last 4 digits of the card number and press Enter, or swipe the card.
5. Press 2 to confirm.
6. Optionally, press 2 to print a customer receipt.

To print a receipt for a previous transaction, do the following:

1. Press 6 for Other.
2. Press 3 for Reprint.
3. Press 1 for Last Receipt or press 2 to search for a transaction.

   Last Receipt
   Press 1 for Merchant Copy, press 2 for Customer Copy, or press 3 for Both.

   Search for a Transaction

   1. Press 1 to select No for Reprint Pre-Auth.
   2. Press 5 to search by card number, or choose another search option.
   3. Enter the last 4 digits of the card number and press Enter, or swipe the card.
   4. Select the transaction to reprint and press Enter.
   5. Press 1 for Merchant Copy, press 2 for Customer Copy, or press 3 for Both.

You can view and print reporting details on your terminal.
To print or view a report, do the following:

1. Press .,#* for the Admin Menu
2. Press 1 for the Reports Menu.
3. Select a report and any additional options.
4. Press 1 to print the report, or press 2 to view the report on the terminal.

At the end of a shift or business day, you can manually close and settle the open batch.
To manually close and settle a batch, do the following:

1. Press 5 for Settlement.
2. Press 2 to close the batch and deposit funds.
3. Press 2 to print a report, or wait 15 seconds for it to print automatically.