Quick Reference Guide
DX8000
1
Getting Started
To help you get started, this Quick Reference Guide outlines some
of the most common transactions for the DX8000 terminal solutions.
For more information and guides, visit: chase.ca
Contents
Navigating Your DX8000 Terminal 3
Use of the Terminal 4
How to Process Basic Transactions 8
More Information and Support 11
2
Navigating Your DX8000 Terminal
1 1 Contactless landing zone
2 2 Easy loading printer
3 LCD and touch screen
3
4 4 Magnetic card reader
5 Buzzer
6 App overview
7 Home
5
8 Back
9 Smart card reader
6 7 8
10 LEDs for contactless card
9
11 Front scanner
12 Power button
13 Volume buttons
14 Battery cover
10 15 USB Type-C connector
11
12
13
14
15
3
Use of the Terminal
To power on:
Press and hold the <Power> button for about 1 second until the Chase
screen appears.
To power off:
Press and hold the <Power> button for more than 2 seconds until
the display shows the figure below, then press <Power off>.
All devices come with a battery, so ensure it is charged each day.
If the battery is empty, the terminal automatically shuts off.
Screen saver mode:
Press and hold the <Power> button for 0.5 seconds, the terminal display
will be turned on or off.
Wireless Network Configuration
The following information will assist you in setting up the network on your terminal.
From the Android From the Settings
OS, select Settings. main screen,
The Settings main Select Network &
screen appears. Internet.
The Network and
Internet screen
appears.
4
From the Network The WI-FI screen
and Internet screen, appears, listing
select Wi-Fi. available networks.
Select the network
that is managed by
your business.
A pop up window The terminal will
appears, using the confirm whether
floating keyboard, your password entry
enter the password was successful and
to your business that the terminal
Wi-Fi network. is authenticated to
your network.
5
In the event your Wi-Fi network is unavailable, you can
connect your terminal to your personal cellular device
until your Wi-Fi network becomes available.
From the Network and Internet screen, select Wi-Fi
Hotspot, then enable to ON.
A pop up window appears, using the floating keyboard,
enter the password to your personal hotspot network.
Disclaimer: Please note that by connecting to your cellular device, you are using your
personal data plan and are responsible for any additional charges on your cellular plan.
Basic Terminal Configuration
The following section will assist you in setting up some basic features on your terminal.
You can return to From the Battery
the Settings menu menu you can
by pressing on enable the following;
the bottom of your
terminal screen. Battery saver
From the settings Battery manager
screen you can
select from several Battery percentage
menus including;
Battery, Display
and Sound.
6
Enabling Battery From the Display
Percentage ensures menu you can
a permanent display adjust the following;
of the battery life on
the main screen of Brightness level
your terminal.
Screen timeout
Font size
(does not impact
payment application
font)
In the Screen In the Sound menu
Timeout menu you you can adjust the
can select how long volume and sounds
the screen can be of the terminal.
left inactive before
locking.
7
How to Process Basic Transactions
Below are some common transactions to help you start processing
right away.
Sale
Perform a credit or debit card sale transaction when the card is present.
From the idle screen, Then key in
select Sale. amount and
press
What the customer sees
Customer is prompted to Tap/Insert/Swipe
1. Customer confirms the sale amount.
2. Customer selects Chequing or Savings (Debit Only).
3. Customer enters PIN and presses .
4. Receipt prints and approval is displayed.
Press to print the customer copy.
For contactless (tap) transactions, the customer holds their
card over the terminal until the reader flashes and/or beeps.
* Follow prompts until sale is completed.
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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).
From idle screen, Then key in
select Refund. amount and
press
What the customer sees
Customer is prompted to Tap/Insert/Swipe
1. Customer confirms the refund amount.
2. Customer selects Chequing or Savings (Debit Only).
3. Customer enters PIN and presses .
4. Receipt prints and approval is displayed.
Press to print the customer copy.
For contactless (tap) transactions, the customer holds their
card over the terminal until the reader flashes and/or beeps.
* Follow prompts until refund is completed.
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 DX8000
Idle Screen Select Void
Void Pre-Auth Press [1] for Yes to void an open pre-auth, or [2] for No and
(if applicable) follow screen prompts. Note: This prompt appears even when
Yes/No there are no open pre-auth transactions.
Select Search All records
Criteria Last record
Invoice
RRN
RefNumber
Approval Code
Acct: XXX Ref: X Review the transaction to delete.
Auth: XXX Press [F4] to select the transaction to void.
TR: Credit Sale
Total: XX.XX
1/4 [ ] Select
Confirm Void Confirm the amount to be voided
$XX.XX
Yes/No Press [F1] for Yes or [F4] for No
APPROVED XXXXXX Receipt prints and approval is displayed .
Press Press to print the customer copy.
Terminal returns to Main Menu.
10
More Information and Support
Below is some helpful information about transactions and functions
on your terminal.
Other Transactions / Access Reports/Reprint a Receipt
Scroll through the screens to navigate to the transaction/function you
wish to perform. Press the screen to start the transaction or function.
Settling the Batch
Your terminal batch contains all the daily transactions that need to be
settled. Settlement is the process of managing your transactions so they
are funded to your banking account.
For the DX8000 terminal, there are three settlement options:
n Manual Settlement
n Auto Settlement
n Terminal Auto Settlement
Manual Settlement
If your terminal is set to Manual Close, press to access the Main
Menu, navigate to Settlement and press to select Settlement. Then
follow the prompts displayed on the terminal display.
Host or Terminal Auto Settlement
If your terminal is set to either Host or Timed Auto Settle, it will
automatically settle transactions in the current batch at a specific,
predetermined time, within a 24-hour period. If the terminal is
unplugged or turned off before the set time, the auto settlement
will occur when the terminal is turned on again.
11
Password Management
To begin accepting payments, we require you to set up your terminal passwords. Here is
some information to get you started.
Password privileges
Before you begin, think about the password(s) you will need to provision for your manager
and staff:
Ideally, each member of your staff should have credentials for the terminal based on
n
their level of responsibility
n A
s an added layer of security, only managers and supervisors can perform the following
password protected transactions: Refund, Void, and Manually Keyed Card
To protect your business, use discretion when sharing passwords and consider
changing them on a regular basis.
Three levels of passwords
The DX8000 terminal supports three levels of passwords:
1. Manager
2. Supervisor
3. Clerk
The terminal has the ability to support 10 Supervisor and 10 Manager IDs
Each ID can support a unique password
n
The IDs and the passwords are configured manually on the terminal by accessing the
n
Security Menu. To access the security menu, please follow the steps below
Go to your web browser and login to
Merchant Center. From the Device
Menu, select the device that needs
the passcode:
https://home.wepay.com/referral/
signup?app_id=394250&country=CA
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Once the device has been selected, click on the “Generate Dynamic Passcode” button:
The Passcode is generated:
Enter this passcode onto your device.
Setting Up Your Passwords
From main screen, choose the menu icon in the upper left corner and select Security
Settings.
The Password Key in the Dynamic
screen appears Password and press
and will prompt
you to enter a
6-digit temporary
password.
13
In the Security Settings you may Add
User, Change Password or Delete User.
Press the desired function and follow
the prompts.
We recommend the creation of unique
ID/Passcode for each of the 3 password
levels
When creating a user you will
be prompted to select the level
of password you may create.
14
Enter the desired User Name & Password.
n N
ame – Alpha/Numeric
(Max 10 characters)
n P
assword – Must be 7 characters and
must include a minimum of 1 number/
alpha character.
n A
lpha characters can only be entered
using the keyboard.
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The Information You Need,
When You Need it.
For Guides and Helpful Information:
https://www.chase.ca/en/support
Call Merchant Support 24/7:
1.866.814.2769
(English & French)
Chase and the Octagon logo are registered trademarks of JPMorgan Chase Bank, N.A. © 2023 JPMorgan Chase & Co.
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WK-QRG-IN-DX800-EN-0523
