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BeGIn A TRAnSACTIOn
To begin a transaction, press
[F1]
to access the main menu,
and then select the transaction type you wish to perform.
Your terminal will guide you through the process.
RePRInT A ReCeIPT
To perform a reprint, press the
[F1]
key to access the
main menu, and then press
[7]
to select
Reprint
.
ACCeSS CLeRK/SeRVeR SeTUP
To access the Clerk/Server option, press the
[Admin]
key and then press
[5]
to select
Clerk/Server Set
.
ACCeSS RePORTS
Press
[F1]
to access the main menu, and then press
[9]
to
select
Reports
. Or, if Pay@Table is enabled, press
[F1]
to
access the main menu, press
[0]
to select
Other Options
, and
then press
[1]
to select
Reports
. Press the number next to the
desired report and follow the prompts to print your report.
SHIFT SeTUP
Press
[F1]
to access the main menu, and then press
[8]
to
access the shift menu. Press
[1]
to select
Start/end Shift
to manually change the shift start and stop times. Press
[2]
to select
Shift Report
to print a report of all shifts.
navigating
Your
Terminal
Refer to this section
to find and begin the
transaction or function
you wish to use.
Settling
the Batch
Your transactions
must be “settled”
daily. Read this
section to ensure the
settlement process
operates smoothly.
SeTTLeMenT
A Settlement operation is used to close the current batch and
open a new batch for logging and accumulating transactions.
Your Ingenico terminal uses a Terminal Capture System
(TCS), meaning it stores transactions throughout the day
and sends batch totals (sales and refunds) to the host
(Chase Paymentech) after the close of business.
There are two settlement options: Manual
Settlement and Auto Settlement.
1 - Manual Settlement
If your terminal is set to manually settle, press the
[Admin]
key to access the admin menu and then press
[9]
to select
Deposit
. Follow the prompts that display.
2 - Auto Settlement
If your terminal is set to automatically settle, it will
automatically settle transactions in the current batch at
a specific, pre-determined time, within a 24-hour period.
When configured, auto settlement begins anytime after
the set time occurs if there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30
P.M.), then auto settlement occurs at approximately 22:30:00.
ADD CLeRK/SeRVeR
Adds new clerks/servers to your terminal. You will
be prompted to create an ID for each new user.
DeLeTe CLeRK/SeRVeR
Removes a single clerk/server from the terminal.
CLeRK/SeRVeR RePORT
Prints user ID, name and the operator or supervisor level.
PURGe CLeRK/SeRVeRS
Removes all clerks/servers from the terminal.
Clerk/Server
Setup
Accessible through
the Admin menu, the
clerk/server setup
allows you to manage
IDs. To access, press
[Admin]
and then
press
[5]
to select
Clerk/Server Set
.
