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VERIFONE VX 520QUICK REFERENCE GUIDEChase Petroleum FleetReview this Quick Reference Guide to learn how to run a sale,settle your batch, and troubleshoot terminal responses.

INDUSTRYPetroleum FleetSOFTWARESECURITYXEPH410 Petroleum SoftwareXEPA441 Retail EMV SoftwareThe software on this terminal has been secured.This will help protect it from both inadvertentoverwriting and malicious tampering. If you needhelp with changes or updates, please contact arepresentative at our service desk.TERMINALFOR MORE INFORMATIONVerifone’s VX 520Visit E ApplicationThe XEPA441 application supports theseretail payment brands and types:········Visa Mastercard American Express Discover JCBGift CardDebitEBTFLEET–CHASE ApplicationThe XEPH410 application supports thesepetroleum/fleet cards:············Voyager Visa FleetMastercard Corporate Fleet Card WEX Fleet CardWEX Fleet OneTCH Fuel CardGate FleetEnmark Commercial Fueling Credit CardGASCARDFLEETCOR/Fuelman (GasCard)TCRS Consumer CardIrving Commercial Card

QUICK REFERENCE GUIDE 3CONTENTSGETTING STARTEDVX 520 Hot Key Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Operating Your Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Transaction Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Integrated Contactless and Chip Payments . . . . . . . . . . . . . . . . . . . . . . . . . . 8Available Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Gift Card Transaction Types (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Settling the Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Clerk/Server Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14REFERENCEPrompt Q&A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15AVS Response Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Common Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Integrated Contactless and Chip Technology . . . . . . . . . . . . . . . . . . . . . . . . . 19Chip Technology Q&A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Chip Technology Quick Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

QUICK REFERENCE GUIDE 4VX 520 HOT KEY FUNCTIONSPress the hot keysbeneath the displayto navigate yourterminal’s menus.LOCATIONFUNCTIONFirst Hot KeyFar LeftDown Arrow — Press to scroll down to thenext menu.Third Hot KeyMiddle RightGift Card — Press to initiate a gift cardtransaction.Fourth Hot KeyFar RightReports — Press to access available reports.OPERATING YOUR TERMINALYour terminal has been upgraded to accept both petroleum paymentsand EMV/chip card retail payments.It uses two separate applications so you can begin processing EMV/chip cards while continuing to accept petroleum and fleet brand cards. Before you begin a transaction, you will need to select whichapplication to use, based on the customer’s payment method. Because there are two separate software applications, you willneed to make any custom changes in each application (such asadding a clerk). The terminal will have two Terminal IDs (TIDs) because it has twoways to communicate with our host systems. Since you will have two Terminal IDs, you will need to completea batch settlement within each application. When you are settling two batches each day, you’ll need to add themtogether to perform your business’s sales and funding reconciliation.For magnetic stripe payments, the customer should swipe their card,and then specify credit or debit.

QUICK REFERENCE GUIDE 5OPERATING YOUR TERMINALACTIONTO EXECUTESwitchApplications Press the [Star *] key and then select the application. If the payment method is a petroleum or fleet card, select FLEET-CHASE. If the payment method is a retail card, select SOFTPAY-CHASE. If you’re not sure which app you’re in at any point, you should press the[Star *] key and start over.Begin a Sale Select Sale to begin a sale transaction Enter the Amount Tap/Insert/Swipe or Key Card and press [ENTER]. Your terminal will guide you through the process.Begin otherTransactions(see section ontransactiontypes for moreinformation) U se the [ARROW] hot key at the main menu or idle prompt to navigateto the transaction type you wish to perform. Scroll through the menu Press the corresponding [F] key when your desired transaction appearson the terminal display.Reprint aReceipt U se the [ARROW] hot key at the main menu to navigate to the Reprintoption. You will be prompted to select the most recent receipt, or enter criteriato search for another receipt to reprint.Access Clerk/Server Setup U se the [ARROW] hot key at the main menu to navigate to the Clerk/Server Setup option.AccessReports P ress [REPORTS] to access the Reports menu. Scroll to the desiredreport or report category Press the corresponding [F] key and follow the prompts to view or printyour report.Edit AutoShift Times If you are in auto shift mode, use this procedure to edit the start andend shift times. Press [1] at idle to access the Shift menu.Manual ShiftClose If you are in manual shift mode, use this procedure to close the currentshift and start a new shift. Press [1] at idle to access the Shift menu.ChangePetroleumProductCodes On the main menu of the FLEET-CHASE application, use the [ARROW]hot key to navigate to Products Admin, and modify product code prices.

QUICK REFERENCE GUIDE 6TRANSACTION TYPESCREDIT AND DEBIT TRANSACTIONSTO INITIATECredit/Debit Sale* — A sale transaction usinga credit or debit card.Select Sale.When clients pay with a U.S.-issued debit card, they will be presentedwith two choices. Selecting the top choice, the client will not be askedto enter a PIN. The bottom choice is similar to choosing “Debit” andthey will be prompted to enter their PIN.Credit Void* — Perform a void to reverse acredit sale, force, or refund transaction andprevent any funds from transferring from thecardholder’s account. Only available fortransactions in the current batch (in otherwords, same day).Select Void.Credit/Debit Refund* — Perform a refund toreturn money to a cardholder’s account froma credit or debit sale completed in a closedbatch (in other words, previous day).Select Refund.Credit Auth Only* — An authorization-onlytransaction provides an approval, but does notcharge the consumer until the transaction hasbeen added to the batch by way of a forcetransaction.Select Auth Only.Credit Force* — Perform a force sale whenthe terminal cannot reach the host (Chase)to authorize a transaction, or to finalize anauth only transaction. Contact your VoiceAuthori zation Center for an authorizationcode, then force the transaction oncecommunication is restored.Select Force.Phone Order* — A credit sale transaction inwhich the card is not present.Select PhoneOrder.* Purchase and Commercial cards are supported for this transaction type.

QUICK REFERENCE GUIDE 7TRANSACTION TYPESEBT TRANSACTIONS (SOFTPAY-CHASE ONLY)TO INITIATEEBT Sale — An Electronic Benefits Transfer(EBT) card is a government-issued card tied toa specific government-assistance account. EBTtransactions require PIN entry, as well as atrace number and balance amount printed onreceipts. An EBT sale transaction may be a foodstamp sale, or a cash benefit sale. The cardmust be present.Swipe the cardor select Sale.Select Cash forcash benefits orFood for a foodstamp sale.EBT Force — A force is a sale transactionperformed when the terminal cannot reach thehost to authorize the transaction. Contact yourVoice Authorization Center for an authorizationcode, then perform a force sale transactionwith the EBT card.Select Force.EBT Refund — Available only for food stamptransactions.Select Refund.EBT Balance Inquiry — Obtain a customer’sremaining EBT account balance. Available forboth food stamp and cash benefit.Select EBT BalInq.

QUICK REFERENCE GUIDE 8WHAT’S NEW ABOUT THIS TERMINALYour Verifone device supports chip card technology using theSOFTPAY-CHASE application. More information on chip cardtechnology and how to process those payment transactions canbe found on page 19.INTEGRATED CONTACTLESS AND CHIP PAYMENTSWHAT ABOUT MAGNETIC STRIPE CARDS?Your terminal will still have the capability to process magnetic stripecards. If a chip enabled card is swiped, the terminal will prompt for thecard to be inserted into the chip reader. Do not attempt to force a chipcard to process as swiped.CONTACTLESS PAYMENTScontactlesssymbolFor added convenience for both you and your customers, theSOFTPAY-CHASE application supports contactless payments. In manycases, a separate PIN pad can be attached to your terminal, to allowyour business to begin processing chip cards and contactless payments.Your customers can tap and hold1. LOOK: Look outfor the contactlesssymbol at theterminal.2. TOUCH: There’s noneed to enter a PIN.Just hold your cardflat against thereader.3. GO: Wait for the greenlight or the beep toconfirm your paymentand go!CONTACTLESS CHIP CARD TRANSACTION1. LOOK2. TOUCH3. GO

QUICK REFERENCE GUIDE 9INTEGRATED CONTACTLESS AND CHIP PAYMENTStheir contactless payment method (cards, fobs, mobile phones, etc.)on the device to submit payment account information to the terminal,removing the need to swipe, insert or manually key.During a sale transaction, the terminal will display the ”Tap/Insert/Swipe/Key Card” prompt and the contactless symbol. At this time,customers with contactless-enabled payment method should touchor “tap” them to the terminal. Your terminal will process contactlesspayment transactions as if a card were swiped or inserted.As an added security measure, transaction amounts over a pre-setthreshold will require a card swipe.CHIP CARD TECHNOLOGYWhen a customer presents a chip card, you should initiate a sale andthen pass the POS device to the customer (if you do not have anexternal PIN pad). The customer inserts their card into the chip readerat the bottom of the terminal or PIN pad, where it should remain until thetransaction completes. Your terminal will instruct the customer when toremove their card. This ensures that the card never leaves the customer’spossession and that your business does not accept counterfeit plastics.1. INSERT the card intothe slot with chiptoward the terminal,facing up, and keepit there for the entiretransaction.CONTACT CHIP CARD TRANSACTION1. INSERT2. FOLLOW THEPROMPTS3. REMOVE2. FOLLOW THEPROMPTS displayedon the terminal;customer may beasked to enter a PINor signature.3. REMOVE the cardwhen the transactionis complete.