Forte VX 520 Manuale utente

VX 520
Quick Reference Guide
v1.0

Howdy,
Welcome to Forte!
This is your VX 520 Quick Reference Guide, a helpful
and handy document that can walk you through the
easy setup and common operations of your device.
This guide shouldn’t have come alone. Make sure
you also received the correct point of sale device(s)
that you ordered.
If you have any questions, you can find our contact
information listed on the back of this guide.
Thanks for choosing us as your payment provider.
We’re thrilled to offer you a reliable and secure, swift
and smooth payments experience. Let’s get started.
Sincerely,
Forte Payment Systems

Terminal Setup
Hybrid Terminal Setup - (RS232)
Hybrid Terminal Setup - (Mini USB)
Standalone Terminal Setup
Sale
Manual Keyed Entry Sale
Refund
Forced Sale
Void
Reprint Receipt
Print Reports
Troubleshooting Tips
FAQs
Terminal Packaging List
Notes
Table of Contents

4
1. Plug network (Ethernet) cable into the
bottom of the terminal (labeled ETH).
NOTE: Do not use a phone cord.
2. Plug in the terminal’s power cable. A
blank screen will appear momemtarily.
3. Wait for the CommServer, Forte and
CAM screen.
4. Press F3 for Forte.
5. The screen will cycle through the
following messages:
Reading Batch File for Merchant I
Communication Status - Connected
6. Wait for the Credit/Debit/Check screen.
a. Reading Batch File for Merchant I
b. Communication Status
c. Initializing Pin Pad
d. Initializing - Please wait
7. The terminal is now ready to use.
8. We recommend running a test
transaction to ensure functionality. A
good option is to charge $0.01 and then
to void the transaction.
Terminal Setup

1. Press the F3 Key to the right of
Forte.
2. The screen displays “Reading
Batch File for Merchant
1” for about 15 seconds, then
“Communication Status –
Connected –“ before going to the
Main Menu.
3. The terminal is now set up and
ready for use.
4. You can swipe or manually enter a
Credit Card (F2), Debit Card (F3) or
Check (F4).
NOTE: Your Forte merchant account
must be set up for the payment
method you use.
5. We recommend running a test
transaction (for a penny and then
voiding it) to ensure functionality.

Hybrid Terminal Setup - (RS232)
USB
RS232
Scan for
more Info
1. Plug the network (Ethernet) cable into the
bottom of the terminal (labeled ETH).
NOTE: Do not use a phone cord.
2. Plug the USB end of the cable into the
computer.
3. Plug the opposite end of the cable into
the RS232 port.
4. Plug in the terminal’s power cable.
5. It takes about 15 seconds to come to
the screen that has CommServer, XPI
and Forte. Select Forte from the options
displayed on the terminal screen.
6. The screen will display:
“Reading Batch File For
Merchant 1”, “Communication
Status-CONNECTED” and
“Initializing PINpad”.
The terminal will then display a blank
screen.
7. This completes this phase of the terminal
setup.
8. Follow any additional instructions from
your software provider for terminal
setup.
*You may need to know the COM Port, which can be
identified using your computer’s Device Manager.
Windows users can download the device driver
located in the Code Samples section of our DevDocs.
Web-based application users require the device
handler, which is available through Tech Support.

Hybrid Terminal Setup - (Mini USB)
USB
mini USB
Scan for
more Info
1. Plug the network (Ethernet) cable into the
bottom of the terminal (labeled ETH).
NOTE: Do not use a phone cord.
2. Plug the USB end of the cable into the
computer.
3. Plug the opposite end of the cable into
the mini USB port.
4. Plug in the terminal’s power cable.
5. It takes about 15 seconds to come to
the screen that has CommServer, XPI
and Forte. Select Forte from the options
displayed on the terminal screen.
6. The screen will display:
“Reading Batch File For
Merchant 1”, “Communication
Status-CONNECTED” and
“Initializing PINpad”.
The terminal will then display a blank
screen.
7. This completes this phase of the terminal
setup.
8. Follow any additional instructions from
your software provider for terminal
setup.
*You may need to know the COM Port, which can be
identified using your computer’s Device Manager.
Windows users can download the device driver
located in the Code Samples section of our DevDocs.
Web-based application users require the device
handler, which is available through Tech Support.

1. Plug the network (Ethernet) cable into
bottom of the terminal (labeled ETH).
Note: Do not use a phone cord.
2. Plug in the terminal’s power cable.
After turning on the equipment, you
will come to a screen that will display
the following:
CommServer - Used to configure
static IP addresses and check network
connectivity.
XPI - Cosmetic that indicates the EMV
software is installed. Do not choose
this option, otherwise you will have to
unplug/plugin the terminal.
Forte - Used to manage transaction
processing. Choose this option.
3. After choosing Forte, the bottom of
the screen will display the following in
order:
• Reading Batch File for
Merchant 1
• Communication Status
-- Connected --
• “Initializing PINpad”
Once in the Forte Application, the screen
will display:
Your Merchant Name
• Credit Card
• Debit Card
• Check
Select payment type to begin processing.
Standalone Terminal Setup
Scan for
more Info
Power
cable
ETH

Sale
F1
F2
Enter
Credit card swipe
1. Press F2 for credit or F3 for debit.
2. Press F1 for SALE.
3. Input the amount and press Enter
(Green Key in the lower right
corner).
4. Dip or swipe the card (magnetic
stripe facing inside).
5. Input any optional identifier(s)
(parcel number, account number,
etc.) and press Enter.
6. A screen will appear with the
amount and service fee (if used).
Press Enter.
7. Upon approval, a merchant
receipt will print.
8. Press F1 to print a customer copy
or F2 for no customer copy.

F1
F2
Enter
Manual Keyed Entry Sale
1. Press F2 for credit or F3 for debit
2. Select SALE
3. Input the amount and press Enter.
4. Press the Red “X” Key. The screen
will momentarily say “Operation
canceled.” However, this does not
affect any functionality and you will
be directed to the sale screen.
5. Input the card number and Press
Enter.
6. Input the expiration date (MMYY) and
press Enter.
7. Input the 3-4 digit CVV code found on
the card and press Enter.
8. Input the zip code of the card holder
and press Enter.
9. Input the optional identifier(s) and
press Enter.
10. A screen will appear with the amount
and service fee (if used). Press Enter.
11. Upon approval, a receipt will print.
Press F1 to print a customer copy.
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