WORLDLINE DX8000 Portable Flex User Guide

WORLDLINE DX8000 Portable Flex

Product Information

The DX8000 Portable Flex is a digital payment terminal designed for secure and convenient transactions. It features a user-friendly interface and offers various payment methods, including chip card, contactless, magstripe, and QR code payments. The terminal is equipped with shortcuts for quick access to specific functions and a menu for additional options. It also supports transaction reversal and credit functions for canceling or refunding transactions.

Product Usage Instructions

1. To start the terminal, press the power button located on the left side.
2. The payment app will open automatically via shortcuts. If not, swipe left on the screen to open the app manually.
3. To open and pin/unpin payment shortcuts, swipe up on the display.
4. To access the terminal menu, click on the menu icon.
5. The shortcuts on the screen correspond to specific functions. They can be pinned/unpinned using the pin icon on the top right.
6. Purchasing: Start a new transaction by selecting the purchase shortcut or through the terminal menu. Enter the amount and confirm. Follow the prompts for the preferred payment method (chip card, contactless, magstripe, or QR code). The payment will be processed and authorized. A receipt will be printed.
7. Reversal: This function cancels the last transaction. Select the reversal shortcut or access it through the terminal menu. Enter the terminal password and confirm. The amount of the last transaction will be displayed and confirmed. The reversal will be processed and authorized. A receipt will be printed.
8. Credits: If a transaction cannot be cancelled, a credit can be made. Select the credit shortcut or access it through the terminal menu. Enter the terminal password and confirm. Enter the amount and confirm. If Dynamic Currency Conversion (DCC) is enabled, enter the date of the original booking. Follow the prompts for the preferred payment method. A merchant receipt will be printed.
9. End of Day (Daily Closing): Perform a daily closing to submit and close all transactions. It is recommended to perform the end of day regularly. The shift counter is optional an  provides informative data but does not replace a daily closing.

START THE TERMINAL

• Press the button on the left side to switch on the terminal.
• The payment app opens automatically via the shortcuts. If the payment app is not opened, swipe left on the screen and open the app manually.
• To open and pin/unpin the payment shortcuts, swipe up on the display.
• To open the terminal menu click on the menu icon.

SHORTCUTS

The shortcuts lead directly to the specific function and can be pinned/unpinned from the screen using
the pin icon on the top right.

1. Purchase
2. Reversal
3. Credit
4. Network test
5. End of day
6. Terminalinfo

PAYMENT

1. 1 A new transaction is started by selecting , either from the shortcuts or in the terminal menu by selecting and .
2. Enter amount and confirm with . The separation of the amount (e.g. euro/cents or francs/cents) is done by a decimal point. Amounts below “1” are recorded starting with “0”.
3. Depending on the preferred payment method the cardholder either uses the chip card/contactless/magstripe reader or QR code payment.
4. The amount is displayed to your customer. For a card that requires a PIN, the cardholder is asked to enter the PIN code (4 to 6 digits) and confirm with . For a card without a PIN, only the amount needs to be confirmed. When making a contactless payment for a small amount, the cardholder usually does not need to do anything else. The transaction can be cancelled with the red button. Please acknowledge the message “Please return terminal” by pressing the button at the bottom right to return the terminal to its default state.
5. Payment is processed and authorised. Chip cards: The card must remain inserted into the chip reader during the transaction until the prompt to remove the card appears.
6. Receipt is printed. Please follow the further instructions of the terminal
7. The merchant receipt is printed automatically, select if a cardholder receipt is needed. Print Cardholder receipt: select . Do not print a copy of the receipt: Select .

REVERSAL

This function can only cancel the last transaction that has been proceeded. For payments before the last transaction, please use the function credit (see below).

1. Select either from the shortcuts or in the terminal menu by selecting and .
2. Enter the password of the terminal and confirm with (for the password, please see the configuration sheet).
3. The amount of the last transaction is displayed and confirmed with .
4. The reversal is processed and authorised.
5. The receipt is printed.
6. The merchant receipt is printed automatically, select if a cardholder receipt is needed. Print Cardholder receipt: Select . Do not print a copy of the receipt: Select .

CREDITS

If a transaction can no longer be cancelled, a credit can be made at any time.

1. Select either from the shortcuts or in the terminal menu by selecting < Transactions> and .
2. Enter the password of the terminal and confirm with (for the password, please see the configuration sheet).
3. Enter the amount and confirm with . The separation of the amount (e.g. euro/cents or francs/cents) is done by a decimal point. Amounts below “1” are recorded starting with “0”.
4. Only when the Dynamic Currency Conversion (DCC) is activated: Enter the date of the original booking and confirm with .
5. Depending on the preferred payment method the cardholder either uses the chip card/contactless/magstripe reader or QR code payment.
6. The merchant receipt is printed automatically. Cardholder receipt: Select .
7.  Cashier signs cardholder receipt as confirmation

END OF DAY (DAILY CLOSING)

With a daily closing, all transactions carried out are submitted and closed. Please perform the end of day regularly, ideally daily. Additionally you can also perform a shift counter. The shift counter is purely informative, and does not replace a daily closing. Select either from the shortcuts or in the terminal menu by selecting and <Daily closing>.

IMPORTANT INFORMATION

• Software updates are performed at night, and only when the end of day is completed. Therefore, do not open a new shift in the evening after the daily closing statement.
•  After “End of day”, a reversal can no longer be performed.

QUERIES AND SETTINGS

Queries (Journal)

Select the function in the terminal menu. The following options are available:

• Shift counter (current status of the active shift)
• Daily counter (current status since last daily closing statement)
• Trx log info (current status of transactions after the last data transmission)
• Print DCC rates (optional)
• Print last trx receipt

Settings

Select the function in the terminal menu. The following options are available:

• Terminal language
• Display
• Hardware Tests
• Info
• Setup Network
• Power Management – Enter the password of the terminal and confirm with . (for the password, please see the configuration sheet)
• Keyboard Tones

FURTHER INFORMATION

Are you looking for detailed information about your payment terminal? Product flyers can be found on our website. worldline.com/merchant- services/terminals

Your local point of contact can be found at: worldline.com/merchant- services/contacts

References

• Worldline Global | Get in touch
• Worldline Schweiz | POS Zahlterminals

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