Ingenico DESK/5000 Manual de usuario

Quick Reference Guide

Ingenico

nDESK/5000

nDESK/5000 with IPP315 PIN Pad

nMOVE/5000

2 3

How to plug in your DESK/5000:

To Power Supply

To Cable Mount

To Phone Line

To Internet

Getting Started

To help you get started, this Quick Start Terminal Guide outlines some

of the most common transactions for the Ingenico terminal solutions.

For more information and guides, visit: chase.ca/merchantservices

Contents

Navigating and Setting Up Your Terminal

n DESK/5000

n DESK/5000 with IPP315 PIN Pad

n MOVE/5000

How to Process Basic Transactions

More Information and Support

DESK/5000

Note: Insert the supplied zip tie, or screw (not provided), through the cable mount and ax

the device to a at surface.

Keyboard functionality

The functions key accesses the

dierent application menus.

The red key cancels the transaction

or function in progress.

The yellow key deletes the last character.

The green key accepts or conrms

the action. It is also used to switch

on the terminal.

Advance paper feed.

Note: To turn ON the terminals, press [ ]. To turn OFF the terminals, press and hold

[ ] and the [ ] at the same time. To recharge the battery, connect a supported wall

or car charger to the power supply port, or place the terminal on the charging base.

DESK/5000 with IPP315

Keyboard functionality

The functions key

accesses the di erent

application menus.

The red key cancels the

transaction or function

in progress.

The yellow key deletes

the last character

The green key accepts

or con rms the action.

It is also used to switch

on the terminal.

Advance paper feed.

234

MOVE/5000

Keyboard functionality

The functions key accesses the

di erent application menus.

The red key cancels the transaction

or function in progress.

The yellow key deletes the last character

The green key accepts or con rms

the action. It is also used to switch

on the terminal.

Advance paper feed.

4 5

How to connect and/or charge your MOVE/5000

How to plug in your DESK/5000 with IPP315

To Power Supply

To Cable Mount

To Phone Line

To Internet

USA A (not applicable)

USA B (TSI)

To Internet

To Power supply

6 7

How to Process Basic Transactions

Below are some common transactions to help you start processing right

away. For additional transactions, download the full guide at:

chase.ca/merchantservices (available February, 2019)

Sale

Perform a credit or debit card sale transaction when the card is present.

Display DESK/5000 / MOVE/5000

Idle Screen Press

SALE

Enter Sale

Amount: $ 0.00

Key in amount and press [ ]

Customer is prompted to Swipe/Insert/Tap

1. Customer conrms the sale amount

2. Selects Chequing or Savings (Debit Only)

3. Enter PIN and press [ ]

4. While terminal connects, do not remove card

For contactless (tap) transactions, the customer holds their

card over the terminal until the reader ashes and/or beeps.

Receipt prints and approval is displayed

Press [ ] to print the customer copy

Return/Refund

Perform a return to refund money to a cardholder’s account from a sale completed

in a closed batch (e.g., previous day).

Display DESK/5000 / MOVE/5000

Idle Screen Press

RETURN Enter Manager Password

Enter Manager password and press [ ]

RETURN Enter Return Amount

Key in Amount and press [ ]

Customer is prompted to Swipe/Insert/Tap

1. Customer conrms the refund amount

2. Selects Chequing or Savings (Debit Only)

3. Enter PIN and press [ ]

4. While terminal connects, do not remove card

For contactless (tap) transactions, the customer holds their

card over the terminal until the reader ashes and/or beeps.

Receipt prints and approval is displayed

Press [ ] to print the customer copy

What the customer seesWhat the customer sees

8 9

Void

Perform a void to reverse a credit or debit sale, force, or return transaction and

prevent any funds from transferring from the cardholder’s account. Only available

for transactions in the current batch (e.g., same day).

Display DESK/5000 / MOVE/5000

Idle Screen Press

Void Pre-Auth

(if applicable)

Yes/No

Press [1] for Yes to void an open pre-auth, or [2] for No and

follow screen prompts. Note: This prompt appears even when

there are no open pre-auth transactions.

SEARCH MENU

1 – All

2 – Reference #

3 – Clerk #

4 – Invoice #

Press [1] to search all the transactions in the batch

Press [2] to search transactions by the reference number

Press [3] to search transactions by the clerk/server number

Press [4] to search transactions by the invoice number

Acct: XXX Ref: X

Auth: XXX

TR: Credit Sale

Total: XX.XX

1/4 [] Select

Review the transaction to delete

Press [F4] to select the transaction to void

Conrm Void

$XX.XX

Yes/No

Conrm the amount to be voided

Press [F1] for Yes or [F4] for No

APPROVED XXXXXX

Press [ ]

Receipt prints and approval is displayed

Press [ ] to print the customer copy

Terminal returns to Main Menu

More Information and Support

Below is some helpful information about transactions and functions on

away. For additional transactions, download the full guide at:

chase.ca/merchantservices (available February, 2019)

Other Transactions

Scroll through the screens to navigate to the transaction/function you

wish to perform. Press the GUI to start the transaction or function.

Access Reports

Scroll through the screens to navigate to the transaction/function you

wish to perform. Press the GUI to start the transaction or function.

Reprint a Receipt

Scroll through the screens to navigate to the transaction/function you

wish to perform. Press the GUI to start the transaction or function.

Set a Password

Call our 24/7 Merchant Support and we can outline your options

for password settings and help you set-up passwords for your terminals.

Once set-up, this security feature requires a password to be entered to

perform specic transactions on the terminal such as refunds and voids.

Settling the Batch

Your terminal batch contains all the daily transactions that need to be

settled. Settlement is the process of managing your electronic payment

transactions so they clear through the payment brands and are then

funded to your banking account.

For the Ingenico terminals, there are two settlement options:

nManual Settlement

nAuto Settlement

10 11

Manual Settlement

If your terminal is set to Manual Close, press [ ] to access the Main Menu,

use the scroll keys to navigate to Settlement and press [ ] to select. Then

follow the prompts displayed on the terminal display.

Timed Auto Settlement **

If your terminal is set to Timed Auto Settle, it will automatically settle transactions

in the current batch at a specic, predetermined time, within a 24-hour period.

If the terminal is unplugged or turned o before the set time, the auto settlement

will occur when the terminal is turned on again.

The Information You Need,

When You Need it.

For Guides and Helpful Information:

chasepaymentech.ca/welcome

Call Merchant Support 24/7:

1.800.265.5158

& Co.

WK-QRG-IN-TETRA-EN-0319

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