You can use your Desk/3500 or Desk/5000 device to manage a tab. Open a tab 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. Close a tab From the home screen...

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...

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...

Visa recently introduced their Commercial Enhanced Data Program (CEDP), which changed how commercial transactions qualify for interchange rates. We want to provide more clarity about this change by answering the following questions: What information do I need to send to qualify for Level II interchange rates? How do I indicate that a transaction is ...

You can use your Desk/3500 or Desk/5000 device to run a credit or debit sale. Run a credit sale with a card 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 the transaction and prints the receipt. Run a credit sale wi...

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

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 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...

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...

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 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...