You can use your Desk/3500 or Desk/5000 to run the following: Credit sale - card present Credit sale - manual entry Debit sale - card present Credit sale - card present Press 1 (Credit). Ask the cardholder to swipe, insert, or tap their card on the device. Type the amount of the transaction. Select Accept. The terminal displays the approval code for...

From the home screen, press 8 (Settlement). To close your batch, press 2 (Yes). The terminal closes the batch and prints the batch report....

You can deactivate or reactivate an enhanced data template on the Self-Care Portal. Deactivate a template On the side menu, select Settings, and then select Enhanced Data Templates. Locate the template that you want to deactivate, and then select Deactivate. Reactivate a template On the side menu, select Settings, and then select Enhanced Data Templ...

You can use our Self-Care Portal to enter enhanced data when you run a sale, if the customer uses a commercial card. We recommend that you provide high-quality information for each item you are selling to qualify for better rates from card brands. Note: You can create a template to autofill the enhanced data each time you run a sale. For more inform...

Note: You can only adjust a tip if you are a restaurant.   From the home screen, press 5 (Tip Adjustment). To narrow your transaction results, press one of the following: To view all transactions, press 1 (All). To search for a transaction by it's reference number, press 2 (Reference #). To return a list of transactions ran by a specific server, pre...

You can view or print the following types of reports on your Desk/3500 or Desk/5000: Detail report Summary report Server report Unadjusted tip report Open tabs report EMV report Stored transaction report Recent error report To run a report, complete the following steps: From the home screen, press # (Admin Menu). Select 1 (Reports). Select the type ...

To return an amount to a credit card, complete the following steps: From the home screen, select 1 (Return). Select 1 (Credit). Type the amount of the refund, and then press Enter. Ask the cardholder to swipe, insert, tap, or key their card details. (Optional) If you key in the card details, enter the card's expiration date. The terminal displays an...

To open a tab, complete the following steps: From the home screen, press 2 (Tab). To open a tab, press 1. Type the server number, and then press Enter. Type the tab amount, and then press Enter. Ask the cardholder to swipe, insert, tap, or key in their card details, and then press Enter. To close a tab, complete the following steps: From the home sc...

You can create an enhanced data template that you can then select each time you run a sale. When you select the template, the portal automatically populates the enhanced data for you. This is useful if you repeatedly sell the same items to a customer, or if you repeatedly sell a specific set of line items to multiple customers. To create an enhanced...

From the home screen, select 9 (Other). Press 4 (Reprint). To print a receipt for the last transaction, press 4, or search for your transaction. Select Merchant Copy, Customer Copy, or Both....

You can edit an enhanced data template on the Self-Care Portal. To edit an enhanced data template, complete the following steps: On the side menu, select Settings, and then select Enhanced Data Templates. Select the template that you want to edit. (Optional) To change the name of the template, edit the name of the template, and then select SAVE. (Op...