Global DX8000 Smart Terminal User Guide
- May 15, 2024
- GLOBAL
Table of Contents
DX8000 Smart Terminal
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Specifications
- Smart Terminal DX8000
- Smart Terminal EX8000
Product Information
A smart terminal that puts convenience and security at your
fingertips.
Global Payments is a leading technology and software company,
providing a complete worldwide commerce ecosystem to businesses of
every size. They combine market-leading technology with over 50
years of Canadian experience to deliver expert advice.
Product Usage Instructions
Basic Terminal Operations
-
Unboxing: Carefully inspect the shipping
carton and its contents for shipping damage. If damaged, file a
claim immediately and notify Global Payments Customer Care. Do not
use damaged equipment. -
Items included:
- An external power supply
- USB to mini USB cable
- Roll of thermal printer paper (DX8000 only)
- Charging Base (optional order)
- Global Payments Smart Terminal Quick Start Guide
Frequently Asked Questions (FAQ)
Q: How often should I perform a settlement?
A: It is recommended to perform a settlement daily to ensure
consistent fund deposits into your bank account.
Q: What should I do if my terminal encounters connectivity
issues?
A: Verify that there are no network outages reported by your
Internet or wireless service provider. Contact Global Payments
Customer Care for assistance if needed.
“`
User Guide Global Payments Smart Terminal DX8000 / EX8000
A smart terminal that puts convenience and security at your fingertips
0
Table of contents
Introduction General tips Basic terminal operations
Unboxing Installing the terminal Terminal hardware description Terminal ON/OFF
Turning on the terminal Turning off the terminal Key beep and brightness
Turning on key beep Changing the brightness setting Battery management
Charging instructions Displaying battery status Volume adjustment Menu screens
and virtual keypad Header and condition icons Functions (FUNC) Menu Optional
bases DX8000 optional communication base Communication base hardware
description Communication mode Gateway / Router Mode (Default operating mode)
Wi-Fi Repeater Mode Setting up the communication base Change default password
for the communication base Advance settings for the communication base Network
communication Setting up Wi-Fi connectivity Setting up 4G mobile data
connectivity Setting up static IP address User access management User
hierarchy User password
Adding a new user
14
Changing an existing user password
14
Clerk / Server ID (optional)
14
2
Turning on clerk/server ID prompt
14
2
Setting up the clerk/server name and ID
14
3
Demo mode
15
3
Enabling Demo Mode
15
3
Disabling Demo Mode:
15
4
Accepting payment cards
15
5
Contactless transaction
15
5
Chip card transaction
15
5
Magnetic stripe transaction
16
5
Sale (debit) transactions
16
5
Sale (credit) transactions
16
6
Pre-auth and completion (credit only) transactions
17
6
Pre-auth (AUTH)
17
6
Pre-auth completion
18
6
Refund transactions
18
6
Void
18
7
Performing a Settlement (Closing the terminal)
20
7
Reprint receipt
20
8
Reports
21
8
Semi-integration configuration with ECR
21
9
Replacing the paper roll (DX8000 only)
22
9
Troubleshooting
23
9
Card reader does not work properly (cards are not read)
23
9
Terminal does not work properly
23
10
Receipt paper is jammed (DX8000 only)
23
10
Receipt is blank (DX8000 only)
23
11
Cleaning
23
12
Terminal specifications
24
12
Smart Terminal DX8000
24
12
Smart Terminal EX8000
24
12
Service and support
25
13
Returning a terminal for service
25
13
13
13
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 1
Introduction
Global Payments is a leading technology and software company, providing
complete worldwide commerce ecosystem to businesses of every size. We combine
market-leading technology with over 50 years of Canadian experience, to
deliver the expert advice you need to make the most of our solutions.
This guide is your primary source of information for installing, setting up,
and operating the Global Payments Smart Terminal DX8000/EX8000.
General tips
The following tips will help ensure you continue to process smoothly with
Global Payments:
1. This user guide contains information on the features and functions capable
on your terminal, as well as basic troubleshooting techniques.
2. Perform a settlement daily. This will help ensure that your funds are
consistently deposited into your bank account on a regular basis.
3. Change your passwords frequently. Changing passwords frequently helps
protect our business from fraud through unauthorized use of your terminal.
4. If issue occurs with your terminal, first check cabling and then attempt
to reboot the device.
5. If you have connectivity issues on your terminal, verify that there are
currently no network outages reported by your Internet or wireless service
provider.
6. The Global Payments Canada Customer Care Centre is available 24 hours a
day, 7 days a week, to ensure there is always someone available to assist you.
Smart Terminal DX8000
Smart Terminal EX8000
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 2
Basic terminal operations
Unboxing
Carefully inspect the shipping carton and its contents for shipping damage. If
the contents are damaged, file a claim immediately with the shipping company
and notify Global Payments Customer Care at 1.800.599.6491. Do not try to use
damaged equipment.
Remove the items from the carton. You should have the following items:
A Global Payments Smart Terminal DX8000 (with paper roll installed) or
EX8000
An external power supply
USB to mini USB cable
Roll of thermal printer paper (only applicable to DX8000)
Charging Base (optional order)
Global Payments Smart Terminal Quick Start Guide
Next, remove the clear protective film from the LCD screen. You may want to
save the shipping carton and packing material for future usage.
Installing the terminal
To ensure a proper installation of the terminal, please follow these
guidelines:
Choose an ideal location for your terminal that is convenient for users and
provides adequate ventilation and protection. Avoid areas with high
temperatures, vibrations, dust, dampness, or electromagnetic radiation from
other devices.
Place the terminal or optional base on a flat surface near a power outlet.
Plug the power supply into a surge protector that is connected to a properly
grounded electrical outlet. It’s important to use the DC power supply that was
shipped with your terminal. Using a power supply with the wrong voltage or
amperage can damage the device and void the warranty.
Secure the cables and power cords to avoid accidental damage and tripping
hazards.
Ensure that the operating temperature of the environment where the terminal is
installed is within the range of 10°C to 50°C (14°F to 122°F).
Maintain a relative humidity level between 10% and 90% non-condensing.
When storing the terminal, make sure the temperature is between -20°C and 70°C
(-4°F and 158°F).
CAUTION: Due to risk of shock or terminal damage, do not use the terminal near
water, in a wet basement, bathtub, washbowl, kitchen sink, laundry tub, or
near a swimming pool. Do not use it in flammable environments.
By following these installation procedures and environmental guidelines, you
can ensure the proper functioning and longevity of your terminal.
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 3
Terminal hardware description
Image below applies to the Smart Terminal DX8000
Image below applies to the Smart Terminal EX8000
1. Contactless landing zone 2. 6″ LCD and touchscreen 3. Smart card reader 4. Buzzer 5. Magnetic card reader 6. Easy loading printer 7. Power key 8. Volume keys 9. Battery cover 10. USB Type-C connector 11. Front camera (0.3MP)
1. Front camera 2. Volume keys 3. Scan key 4. LCD and touch screen 5. USB
Type-C connector 6. Smart card reader 7. Magnetic card reader 8. Illuminate
lamp of barcode scanner 9. Barcode scanner 10. Indicate LED of barcode scanner
11. Contactless landing zone 12. Power key 13. Scan key
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 4
Terminal ON/OFF
Turning on the terminal
To power on the DX8000/EX8000 terminal, simply connect it to the power supply.
The terminal will automatically turn on when connected. Alternatively, you can
manually power on the terminal by pressing and holding the small rectangular
button on the side of the device for 2-4 seconds until the screen lights up.
Once the terminal is powered on, it is ready for use.
DX8000 Power button located at (7)
Turning off the terminal
To power off the device, press and hold the power key until a menu with four
options appears on the right. Select “Power off” and confirm by tapping “Power
off” again. The device will then shut down.
EX8000 Power button located at (12)
Key beep and brightness
Through the terminal settings menu, you can configure the key beep and
brightness setting to your preference.
Turning on key beep
1. At the Android Home screen, tap the Settings icon
2. Enter the Android password (default is 350000) 3. Tap OK 4. Tap Sound and
Notification 5. Scroll down to Touch Sounds
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 5
6. Toggle the button
to enable/disable key beep sound
Changing the brightness setting
Option 1:
1. At the Android Home screen, tap the Settings icon
2. Enter the Android password (default is 350000) 3. Tap Ok 4. Tap Display 5.
Tap Brightness Level 6. Press on the Setting icon and slide left to right to
adjust brightness
level
Option 2: Use your finger to slide down from the top navigation panel. There
you will find the brightness slider where you can adjust the brightness.
Battery management
The portable DX8000/EX8000 is designed for versatile use, both indoors and
outdoors. It offers extended battery life and enhanced battery management
features. When the battery level reaches 100%, the charging process
automatically stops to prevent overcharging.
Charging instructions
To charge the device, simply connect the USB end of the cable to a power
supply and insert the USB C end into the port located on the side of the
terminal or the optional charging/communications base. Allow the battery to
charge until it reaches full capacity.
Displaying battery status
You have the option to view the battery level percentage on the status bar.
Simply go to the settings menu and enable the “show battery percentage”
feature. This will show the battery percentage regardless of whether the
device is charging or not.
Volume adjustment
There are two options for adjusting the terminal volume.
First option: locate and adjust with the Volume keys on your device.
Second option: select the Volume icon from the Android Home screen 1. Tap the
circle icon to return to Android Home screen
2. On the Android Home screen, tap the Settings
icon
3. Key in your Android password (default is 350000)
4. Tap OK 5. Scroll down to Sound 6. The Sound menu will appear, as shown on
the
screenshot on the right side 7. Tap Back icon to return to the Android Home
screen
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 6
8. Tap the APEX icon
to return to Apex main menu screen
Menu screens and virtual keypad
The Smart Terminal features a user-friendly 6-inch color capacitive touchscreen, providing an intuitive interface for data entry. The following menu screens will be referenced in this guide, allowing you to navigate and access various features with ease:
Android home screen
APEX payment application main
menu screen
Sale / transaction screen
When you encounter a field that requires alphanumeric input on the touch
screen, the virtual keypad displayed below will appear as a convenient input
method.
Header and condition icons
The header of your Smart Terminal displays graphical icons that indicate
various conditions and states. It is important to pay close attention to these
icons as they provide valuable information about the terminal’s operation.
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 7
The sample screens on the right showcase the default Android icons and their
respective functions on the DX8000/EX8000 Smart Terminal. Familiarize yourself
with these icons to understand their meanings and ensure smooth operation of
the terminal.
Functions (FUNC) Menu
On APEX main menu select icon. The Functions Menu is where you can access and
configure various settings for your terminal. It provides a range of
operations and administrative capabilities. Here is a list of the operations
and admin capabilities available within the FUNC menu:
1. Report: Print different reports. 2. Reprint Receipt: Re-print receipts. 3.
Settlement: Settle the batch. 4. Clerk: View, add, or delete clerks. 5. Setup:
Configure the application to meet your business needs. 6. Batch: Close the
batch. 7. Security Settings: Make changes to security settings.
NOTE: Some setting functions are password protected.
Optional bases
The following instructions applies to the optional bases for your device. You may have one or more of the following models:
Device type DX8000
EX8000
Available bases Charging base Communications base Single charging base Single communications base Multi charging base Multi communications base
DX8000 base
EX8000 single base EX8000 multi base
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 8
DX8000 optional communication base
Communication base hardware description
Communication mode
Gateway / Router Mode (Default operating mode)
In this mode, the communication base functions as a Wi-Fi router for your
business. It is particularly useful when your business location only has local
Ethernet connectivity.
1. RJ45 Ethernet connector
4. USB Type B
7. Network Status LED
10. DX8000 battery contacts
2. USB – Type A
5. Factory Reset Button
8. Pairing Status indicator
3. USB Type A
6. Power connector 12 VDC
9. USB Pairing Button
NOTE:
The local router distributes a corporate IP address to the Base Station
Ethernet port.
The Base Station distributes IP addresses to DX8000 devices using an internal
DHCP server.
The DX8000 Base and devices are on a private network segment (e.g.,
192.168.47.X).
Only the Base Station IP address is visible and addressable by the network.
The private IP addresses of all devices are masked from the network using NAT.
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 9
Wi-Fi Repeater Mode
This mode is designed to expand wireless coverage by connecting two bases
together using Wi-Fi.
For example, if your DX8000 is too far away to connect directly to Base A, you
can place Base B between Base A and DX8000 and set Base B to repeat the Wi-Fi
signal from Base A.
NOTE: DX8000 can connect to the internet through Base B. This mode does not
operate with a Mesh network.
Setting up the communication base
To set up the communication base for your DX8000, follow these steps: 1. Power
on the base 2. On the DX8000 device, click on the “Settings” menu and then
select “Base”.
3. Choose the “Scanning Box” icon on the top right corner and use the device’s camera to scan the Data Matrix barcode label located on the back of the base station.
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 10
4. On the Pop-up menu choose “Only use base Wi-Fi”
5. Wait for the “Successfully Connected” status to complete the setup
Change default password for the communication base
To change the default password for the communication base, please follow these
steps:
1. Access the settings menu on your DX8000 by navigating to the “Base”
option.
2. Select the “Management” option from the menu.
3. Look for the “Set Logon password” option and click on it.
4. In the provided fields for “New Password” and “Confirm New Password,”
enter your desired new password.
5. Once you have entered the new password, click on “Save” to save the
changes.
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 11
Advance settings for the communication base
To access the advanced settings for your DX8000 communication base, you can
use a web browser on a device connected to the same network. Simply open a web
browser and enter the following URL in the address bar: http://192.168.47.1
Press Enter, and the web page for the communication base will load.
From there, you can navigate through the web application to view and modify
settings such as the Status Page, WAN/LAN Page, WLAN, and Operating Mode. You
have the flexibility to change parameters like SSID pre-shared keys
(passwords), WLAN configurations, and even the admin password for the
communication base web page.
If you require detailed instructions or further assistance with setting up the
advanced settings, don’t hesitate to reach out to the Global Payments Customer
Care Centre at 1.800.599.6491. Our team will provide you with the necessary
support and guidance to configure the advanced settings of your DX8000
communication base.
Network communication
The Smart Terminal offers flexible communication options with support for Wi-
Fi and 4G. You can choose either of these modes as your primary method of
connecting. Follow the instructions below to set up your device.
Setting up Wi-Fi connectivity
1. On the Android Home screen, tap the Settings icon ( ).
2. Enter your Android password (default is 350000) and tap Confirm.
3. Tap Network & internet.
4. Toggle on the Wi-Fi option to view available networks. Please note that
only local Wi-Fi networks with the SSID broadcast option enabled will be
displayed.
5. Tap the desired Wi-Fi network from the list.
6. Enter the network password to establish the connection.
NOTE: The Wi-Fi signal range extends approximately 100 feet in diameter in
open areas.
Setting up 4G mobile data connectivity
If you have ordered a 4G configuration, your terminal will come with a pre-
installed network SIM card, requiring no setup on your part. Here’s what you
need to know:
The terminal will automatically connect to the mobile data network upon
powering up.
The connection process may take a few minutes, depending on the network signal
strength in your area.
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 12
When using the mobile data network, the network indicator will be displayed at
the top left of the terminal screen.
Setting up static IP address
By default, your Smart Terminal is configured with a dynamic IP address.
However, if you prefer to use a static IP address for easier configuration
within your network infrastructure, follow these steps:
1. Go to Settings. 2. Select Network & Internet. 3. Tap Wi-Fi. 4. Locate and
tap the connected Wi-Fi network name. 5. Select the pencil icon at the top
right corner. 6. Choose “Advanced Options” and scroll down.
7. Change the IP settings to “Static”pass
User access management
NOTE: To set up your personalized admin password for the first time, kindly
reach out to Global Payments Customer Care Centre at 1.800.599.6491.
User hierarchy
Your Smart Terminal provides user hierarchy and access management to ensure
secure usage. Here are the user levels supported by your terminal:
Administrator User (highest level): Default with up to 3 admin users.
Manager User (middle level): Default with up to 9 manager users.
Supervisor User (lowest level): Default with up to 9 supervisor users.
Any higher-level password can be used in place of a lower-level password. For
example, if the application prompts for the Supervisor password, the Manager
and Administrator passwords will also be accepted.
User password
Please note that the user password is specific to the Apex application on the
terminal, which grants access to transactions, reports, statements, and more.
It is separate from the Android Password (default 350000), used to change
device hardware settings.
We strongly recommend setting a custom password on the device for enhanced
security. A strong password should include a combination of uppercase letters,
lowercase letters, numbers, and special characters. The minimum password
length is 7 characters.
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 13
Adding a new user
1. From the Main Menu screen, tap the icon. 2. Tap Security Settings. 3.
Enter the Admin password and tap Enter. 4. Tap Add User. 5. Select Admin,
Manager, or Supervisor. 6. Enter the User Name. 7. Enter the Password.
(minimum 7 alphanumeric characters) 8. Enter the Confirm Password . 9. Tap
Confirm. 10. The terminal will display “Operation Successful.” Tap DONE to
complete.
Changing an existing user password
To modify an existing user account, follow these steps: 1. From the Main Menu
screen, tap the icon. 2. Tap Security Settings. 3. Tap Change Password. 4.
Enter the user name (ID) and the current password. 5. Enter and confirm the
new password.
Clerk / Server ID (optional)
Within the Admin menu, you have the ability to assign and modify clerk/server
ID settings. Here are some important details regarding these settings:
Maximum Clerk/Server IDs: You can create up to 100 unique clerk/server IDs for
your system.
ID Format: Clerk/Server IDs can be alphanumeric and have a maximum length of
50 digits.
Duplicate IDs: Each ID must be unique and cannot be duplicated within the
system.
Clerk/Server Name: Associated with each ID, you can assign a name for
clerks/servers. The name can be alphanumeric and has a maximum length of 19
characters.
Editing Clerk/Server Settings: You can modify existing clerk/server IDs and
associated names as needed.
Turning on clerk/server ID prompt
1. On the Main Menu screen, tap the icon
2. Tap Clerk
3. Enter your password and tap Confirm
4. Tap Prompt
5. Press Turn off, ID Only, or ID and Password and press Confirm
Setting up the clerk/server name and ID
1. On the Main Menu screen tap the icon
2. Tap Clerk
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 14
3. Enter your password and tap Confirm 4. Tap Add 5. Enter clerk ID and clerk
Name and press Confirm 6. Press Done to return to Apex Main Menu
Demo mode
The demo mode on the terminal helps you to become familiar with the terminal
and to train new staff. All transactions in demo mode are simulated and are
not processed. Remember to exit demo mode before processing real transactions.
NOTE: You must perform a settlement before you can enter and exit demo mode.
Enabling Demo Mode
1. Tap the icon on the Apex Main Menu screen. 2. Tap Setup. 3. Enter your
admin password and tap Confirm. 4. Tap Demo to enable demo mode.
IMPORTANT: Please note that all transactions in demo mode are simulated and
not processed. It is essential to exit demo mode before conducting real
transactions.
Disabling Demo Mode:
1. Repeat steps 1-3 mentioned above to access the Setup menu. 2. In step 4,
tap Demo to disable demo mode. By following these steps, you can easily enable
or disable Demo Mode on the terminal. Remember to always exit demo mode before
processing live transactions.
Accepting payment cards
Contactless transaction
1. Tap the transaction icon on the Apex Main Menu screen. 2. Follow the
prompts displayed on the screen accordingly. 3. The customer should tap their
card or mobile device over the
contactless reader’s active zone, located approximately 1 cm above the
contactless logo on the terminal’s display. 4. An audible confirmation tone
will be heard when the card read is successful.
Chip card transaction
1. Tap the transaction icon on the Apex Main Menu screen. 2. Follow the
prompts displayed on the screen accordingly. 3. The customer should insert
their chip card into the terminal’s chip
reader. 4. Position the chip side of the card facing upward.
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 15
5. Leave the chip card in the reader until the screen indicates “Please
remove card.” Premature card removal will invalidate the transaction.
Magnetic stripe transaction
1. Tap the transaction icon on the Apex Main Menu screen. 2. Follow the
prompts displayed on the screen accordingly. 3. The cardholder should swipe
their card’s magnetic stripe downward
through the top card reader on the terminal. 4. The screen will indicate when
the transaction is complete.
NOTE: For all transaction types, ensure that the customer follows the
instructions provided on the screen and that the transaction is successfully
completed before proceeding.
Sale (debit) transactions
Follow the steps below to accept debit card payments: 1. Tap “Sale” on the
terminal. 2. Enter the clerk ID (if enabled) and tap “Confirm”. 3. Enter the
invoice number (if enabled) and tap “Confirm”. 4. Key in the transaction
amount and tap “Confirm”. 5. Pass the terminal to the customer for them to
confirm the sale
amount.
6. If tip functionality is enabled, the customer selects the tip amount,
custom tip, or no tip and taps “Confirm”. If a custom tip is chosen, they
enter the tip percentage value and tap “Accept”.
7. Confirm the total amount and select “Yes”. 8. The customer taps or inserts
their debit card. 9. If the card is inserted, the customer can choose between
Chequing
or Savings account and enter their PIN. 10. If cash back or a debit surcharge
is configured, additional prompts
may appear. Tap “Yes” to continue or “No” to decline. Note that declining the
debit surcharge will result in the entire transaction being declined. 11.
Confirm the total amount and tap “Yes”. 12. Pass the terminal back to the
merchant. 13. Confirm the printing of the receipt for the customer.
NOTE: If a debit card cannot be tapped, inserted, or swiped, you must ask for
another form of payment.
Sale (credit) transactions
Follow the steps below to accept credit payments: 1. Tap “Sale” on the
terminal. 2. Enter the clerk number (if enabled) and tap “Confirm”. 3. Enter
the invoice number (if enabled) and tap “Confirm”. 4. Key in the transaction
amount and tap “Confirm”.
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 16
5. Pass the terminal to the customer. 6. The customer confirms the amount. 7.
Pass the terminal back to the merchant. 8. If tip functionality is enabled,
the cardholder chooses the tip amount,
custom tip, or no tip. Tap “Confirm”. If a custom tip is chosen, they enter
the tip percentage value and tap “Accept”. 9. Confirm the total amount and
select “Yes”. 10. Tap, insert, enter, select, or manually enter the credit
card details as prompted. 11. Pass the terminal back to the merchant. 12. Once
the transaction is complete, the merchant copy of the receipt is printed. 13.
Confirm the printing of the receipt for the customer.
NOTE: If the terminal cannot read the credit card, you must manually enter the
card number. Debit cards cannot be manually entered.
Pre-auth and completion (credit only) transactions
Pre-Auth is used for credit transactions when the terminal is NOT brought to
the customer or when reserving an amount against a cardholder’s available
credit limit for up to 30 days.
Pre-Auth DOES NOT settle transactions. Pre-Auth completion is required to
settle the transactions.
The terminal allows a maximum of two incremental authorizations (auths) added
to the original pre-authorization transaction. Only one is required to
complete both the pre-authorization and incremental auths.
Pre-auth (AUTH)
1. Click “More” on the Apex Main Menu.
2. Tap “Pre-Auth”.
3. Enter the pre-authorization amount.
4. Pass the terminal to the customer.
5. The customer checks the total amount and taps “Yes”.
6. Tap, insert, swipe, tap the device, or manually enter the credit card
details as prompted.
7. Once the transaction is complete, the merchant copy of the receipt is
printed.
8. Confirm the printing of the receipt for the customer.
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 17
Pre-auth completion
1. Tap “More” (the three-dotted icon) on the Main Menu screen. 2. Tap “Pre-
Auth Completion”. 3. Enter the invoice, reference number, approval code, and
tap
“Confirm”. 4. Tap “Show” to search all records or tap “Show” to search the
last
record. 5. The terminal displays the transaction details. Scroll down and tap
“Confirm”. Tap “Change” if you wish to change the amount. 6. Confirm the
transaction and tap “Change” or “Accept”. 7. Once the transaction is complete,
the merchant copy of the receipt is
printed. 8. Confirm the printing of the receipt for the customer.
Refund transactions
IMPORTANT:
Upon receiving your terminal, please note that this function is password-
protected. To access this function, you must establish your unique
admin/manager password during the initial setup. To acquire your admin
password, kindly reach out to the Global Payments Customer Care Centre at
1.800.599.6491.
To credit a cardholder, follow these steps: 1. Tap the Refund transaction icon
on the terminal.
2. Enter the refund amount and tap Confirm. 3. Pass the terminal to the
customer. 4. The customer checks the total amount and taps Yes. 5. Tap,
insert, swipe, tap the device, or manually enter the card details
as prompted. 6. Once the transaction is complete, the merchant copy of the
receipt is
printed.
NOTE: Transaction password protection is highly recommended for
refund transactions. You can enable this protection in the FUNC menu, under
Merchant settings > Transaction Types. For debit returns, the cardholder must
be present. Debit cards cannot be swiped or manually entered.
Void
IMPORTANT: Upon receiving your terminal, please note that this function is
password-protected. To access this function, you must establish your unique
admin/manager password during the initial setup. To acquire your admin
password, kindly reach out to the Global Payments Customer Care Centre at
1.800.599.6491.
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 18
If you have entered the wrong amount or need to cancel a transaction, use the
Void transaction function (instead of Refund) wherever possible. Transactions
that are voided will not appear on cardholder statements.
Customers must be present for a void transaction on a debit card.
CAUTIOUS: Transactions can only be voided before they are settled.
1. Tap the Void transaction icon on the terminal. 2. The screen will display
“Void Preauth?”. Tap No and follow the
prompts displayed on the terminal. 3. Select the search criteria for the
transaction. 4. Tap Show for All records and tap Confirm, or tap Show for Last
Record and tap Confirm. 5. Search for the Invoice, reference number (RefNbr),
or approval code
associated with the transaction and tap Search. 6. Once the transaction is
found, follow the prompts to void it. 7. Once the void transaction is
complete, the merchant copy of the
receipt is printed.
NOTE: Debit cards cannot be swiped or manually entered.
Manual key entry
IMPORTANT:
Upon receiving your terminal, please note that this function is password-
protected. To access this function, you must establish your unique
admin/manager password during the initial setup. To acquire your admin
password, kindly reach out to the Global Payments Customer Care Centre at
1.800.599.6491.
For certain transaction types, when prompted by the application, you can
choose to manually enter the card information instead of tapping, inserting,
swiping, or using a card reader device.
The application will display a message such as “Tap Card,” “Insert Card,”
“Swipe Card,” or “Tap Device,” or it may provide an option to select “More
Payment Means” for manual entry.
When you see this message, you can proceed with manually entering the card
information by selecting the appropriate option. This will allow you to
manually key in the card number, expiration date, and any other required
information using the terminal’s virtual keypad.
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 19
Performing a Settlement (Closing the terminal)
To perform a settlement and close the terminal, follow these steps:
1. Tap the icon on the Apex Main Menu screen.
2. Tap the Settlement option.
3. Enter your password (if enabled) and tap Confirm.
4. Once the terminal displays “Close Batch and Deposit Funds?”, tap Confirm.
5. The terminal will initiate communication with Global Payments to close the
batch.
6. Wait for the terminal to display “Batch released printing.”
NOTE: It is recommended to perform a settlement at least once per day to
ensure prompt payment and minimize the risk of chargebacks.
CAUTION: If the terminal displays: “Batch Rejected” at the end of the
settlement procedure, please contact Global Payments’ Customer Care at
1.800.599.6491.
Reprint receipt
To reprint a receipt or change the terminal language, follow the instructions
below: 1. Tap the icon on the Main Menu screen. 2. Tap the Reprint receipt
option. 3. Select either Last Transaction or Search to choose the appropriate
transaction. Tap Confirm. 4. Choose between Merchant Copy, Customer Copy, or
Both copies
of the receipt to reprint. Tap Confirm.
Changing the terminal language for display and printing
1. At the Main Menu screen tap icon 2. Once front panel slide to the right,
tap English/Français to open a
drop down menu 3. Tap Français/English to change the language 4. Tap icon and
tap Reprint receipt 5. Tap Last Receipt or Search 6. Tap Confirm
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 20
7. Tap Merchant Copy, Customer Copy or Both and Confirm to print the receipt
in the new language setting
Reports
To generate reports on the terminal, please follow these steps:
1. Tap the icon on the Apex Main Menu screen.
2. Tap Reports.
3. Choose between Summary or Detail to select the type of report you want to
view.
4. Tap the Print icon, located on the top right corner ( icon), to generate
the report.
Here are some of the available report options you can choose from:
Terminal Batch Summary: This report displays the Card Type, Grand Total
Transaction Amount for each card type, and the Number of Transactions for each
card type.
Terminal Batch Detailed: This report provides detailed transaction
information, ordered by card type and reference number within each card type.
Open Pre Auth: This report lists the open pre-authorization transactions in
chronological order, with the oldest transaction appearing first.
EMV Last Transaction: This report contains data related to the last EMV
transaction performed.
EMV Parameters: The EMV Report option allows you to print various EMV-related
reports, such as EMV Parameters Report, EMV Statistics, Last EMV Transaction,
and the ability to print and download EMV Public Keys.
EMV Key Report: This report displays the Certificate Authority Public Key
Index (PKI), Certificate Authority (CA), and Public Keys stored in the
terminal (up to a maximum of 66 keys).
Terminal Parameters: This report lists the terminal parameters in alphabetical
order, categorized under their respective headings or sections.
Clerk Reports: This report provides information on the number and type of
transactions performed by all clerks or a specific clerk.
Semi-integration configuration with ECR
To enable semi-integration with an ECR (Electronic Cash Register) system,
please follow these steps: 1. On the Apex home screen, look for a circle icon
displayed in the top
left corner. This indicates the NUA Service Application. 2. Slide down the
menu from the top of the screen to access the NUA
Service Application. 3. Tap on “Settings” within the NUA Service Application.
4. In the settings menu, locate and tap on “System Settings.”
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 21
To replace the paper roll on your DX8000 terminal, please follow these steps:
1. Open the paper cover by lifting the catch at the top of the DX8000 and
pulling the cover towards the rear of the terminal.
2. Insert the approved paper roll into the compartment, following the
directions shown in the provided picture.
At this point, you may need to consult the specific documentation or guidance
provided by your ECR system provider. The steps to complete the semi-
integration configuration can vary depending on the ECR system being used.
Your ECR system provider should be able to guide you through the remaining
configuration steps and ensure that the ECR system is certified with Global
Payments.
It’s important to verify with your ECR system provider that they have
completed certification with Global Payments before proceeding with the
configuration.
Replacing the paper roll (DX8000 only)
When colored stripes appear on a receipt, this is the indication to change the
paper roll.
3. Pull the paper up to the top of the terminal, ensuring it is properly
aligned, and then close the cover.
4. Press simultaneously on both upper corners of the paper flap until it
clips into position.
Remember to use only approved paper rolls with a maximum diameter of 40mm
(1.57″), a width of 58mm (2 ¼”), and a length of 18m. Using unapproved paper
can damage the printer.
To maintain the quality of the thermal paper rolls, store them in a dry place
away from fluorescent light, UV light, and high humidity. Avoid storing them
near vinyl, plastics, adhesives, shrink-wraps, wet-toner copiers, or carbon
paper for extended periods.
NOTE: If you’re using a new R40 paper roll, remember to tear off the first length to avoid printing on the adhesive tape footprint.
Order thermal paper that meets the following specifications:
Roll width: 58 mm (2 ¼”)
Roll diameter: 40 mm
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 22
Troubleshooting
Card reader does not work properly (cards are not read)
1. Ensure that when swiping the card, the magnetic stripe faces the side of
the terminal display screen.
2. Try swiping the card at a steady speed, either faster or slower. 3.
Attempt swiping the card in the opposite direction. 4. Perform a test
transaction using different magnetic stripe cards to
determine if the problem is specific to one card. 5. Inspect the magnetic
stripe on the card for scratches or excessive
wear. If the card is damaged, try another card or test it on a different
terminal.
Terminal does not work properly
1. Reboot the terminal by pressing and holding the small rectangle button on
the left side for 2-4 seconds, then release.
2. On the options screen, select “Reboot” and then “Restart” to initiate the
reboot process.
Receipt paper is jammed (DX8000 only)
1. To avoid paper jams: Tear the receipt by pulling the paper forward 2. To
clear a paper jam: Remove the paper roll and reinsert it
Receipt is blank (DX8000 only)
If the receipt is blank, confirm that: The roll of paper has been properly
inserted into the terminal The correct paper type is being used
Cleaning
Before cleaning the terminal, please ensure the terminal power is turned off.
When cleaning the terminal, please follow these guidelines: Ensure the
terminal power is turned off and unplug the power supply
before cleaning. To remove dust, gently wipe the terminal with a damp cloth.
For more thorough cleaning, create a solution of mild soap and water.
Dampen a soft cloth with the solution and gently wipe the terminal’s covers.
Avoid spraying or pouring cleaning liquid directly on the terminal. Liquid
entering inside the case can cause severe damage.
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 23
Do not use abrasive cleaners as they can harm the plastic and cause damage to
the terminal.
Avoid cleaning the electrical connectors.
The cleaning liquid applied to the terminal should dry within one minute. If
it doesn’t, use a soft cloth to dry the terminal.
Terminal specifications
This section discusses power requirements, dimensions, and other
specifications of the smart terminals.
Smart Terminal DX8000
Memory
Processor
Card reader
Display Printer Data capture Dual cameras
Internal – 32GB Flash, 3GB RAM – 16 GB Flash, 2GB RAM External – MicroSD Card
Slot
Application processor: 64-bit ARM, Cortex Quad-core A53, 1.3GHz 32-bit ARM,
security core SC300, 192MHz Crypto processor: 32-bit ARM, security core SC300,
192MHz
Magnetic card reader – ISO 1/2/3 track data, bi-directional swiping Smart card
Contactless – EMV Contactless L1 3.0 spec complaint; support ISO / IEC 14443
Type A / B
Colour / capacitive multi-touch – 6″ HD+ 1440 X 720 px
Thermal printer, 40mm
Positioning – Tracking GPS, GLONASS, BEIDOU Rear camera – 8M, autofocus,
flash, code, scanning Front camera – 2M, fixed focus camera, code scanning
1D/2D code scanning
Connectivity 4G fallback 3G and GPRS
Communication 4 slots (SAM+SIM)
parts
2 SIM + 2 SAM
External base options
Charging base Communication base
Battery
3350mAh / 7.2V, 24.12Wh
Physical Certifications
L x W x H (inches): 198 x 83 x 62.5 mm (7.8 x 3.2 x 2.4″) Weight: 441g (15.5oz) (including battery) PCI PTS 6.x SRED, EMV L1 & L2, EMV L1 Contactless
Smart Terminal EX8000
Memory Processor
Card reader
Display Data capture Dual cameras Connectivity
Internal – 32GB Flash, 3GB RAM – 16 GB Flash, 2GB RAM External – MicroSD Card
Slot
Application processor: 64-bit ARM, Cortex Quad-core A53, 1.3GHz 32-bit ARM,
security core SC300, 192MHz Crypto processor: 32-bit ARM, security core SC300,
192MHz
Magnetic card reader – ISO 1/2/3 track data, bi-directional swiping Smart card
Contactless – EMV Contactless L1 3.0 spec complaint; support ISO / IEC 14443
Type A / B
Colour / capacitive multi-touch – 6″ HD+ 1440 X 720 px
Positioning – Tracking GPS, GLONASS, BEIDOU Front camera – 2M, autofocus,
flash, code, scanning Rear camera – 8M, fixed focus camera, code scanning
Professional barcode reader (Zebra module)
4G fallback 3G and GPRS
© 2023 Global Payments Inc. All Rights Reserved.
SM-232693-v1.1EN 24
Communication 4 slots (SAM+SIM)
parts
2 SIM + 2 SAM
External base options
Single and Multi Charging bases Single and Multi Communication bases
Battery
3980mAh /3.85V, 15.32 Wh
Physical Certifications
L x W x H (inches): 170 x 80.6 x 16.5 mm (5.91 x 3.03 x0.67″) Weight: 290g (10.22oz) (including battery) PCI PTS 6.x SRED, EMV L1 & L2, EMV L1 Contactless
Service and support
For Global Payments Smart Terminal DX8000/EX8000 service and repair
information, contact Global Payments’ Customer Care at 1.800.599.6491.
NOTE: Do not, under any circumstances, attempt service, adjustments, or
repairs to this product. Contact Global Payments’ Customer Care at
1.800.599.6491. Service conducted by parties other than authorized Global
Payments representatives is not permitted.
Returning a terminal for service
It is important to promptly return defective devices when you receive a
replacement terminal. Failure to do so may result in charges applied to your
account.
If you have any questions or need assistance regarding terminal returns, the
Global Payments’ Customer Care Centre is available 24 hours a day,
seven days a week to assist you. They can provide guidance and support in
returning the defective devices. Ensuring timely returns helps in maintaining
the smooth operation of your account and allows for efficient handling of any
necessary repairs or replacements.
© 2023 Global Payments Inc. All Rights Reserved. SM-232693-v1.1EN 25