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Authorizations

Transaction authorization codes can be found at the bottom of your receipt.

Transaction authorizations can be found at the bottom of your receipt.

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Typically authorization codes expire within 7-10 days. Find your card provider below to learn more.

• Mastercard®: 7 days

• Visa® T&E: 20 days

• Visa®: 10 days

• Discover®: 10 days

• Amex®: 7 days

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Yes, offline transactions are authorized and will be processed.

After accepting transactions in Store & Forward mode, you will need to batch out accordingly.

“Store & Forward Mode” is a setting utilized in the terminal to process offline transactions. Your terminal will automatically go into store and forward mode when it has low or zero online connectivity. Transactions taken while in this mode will be processed when you batch out.

For offline Forced Transactions, you will need an approval code during the transaction.

Occasionally, credit card software will not authorize a credit card transaction to complete the sale. This is common and you have nothing to worry about. To complete these transactions, the merchant will simply call the card issuer's bank and the bank will give the merchant an authorization code, which will then be manually entered by the merchant.

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You can prevent authorization codes from expiring by batching out on a regular basis. It is recommended that you do this daily.

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Chargebacks/Disputes

Click here to learn how to access and use Dispute Manager.

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A “Chargeback” occurs when a customer disputes a transaction, product, or service. This can result in a bank-initiated refund for that credit card sale.

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A “Chargeback” occurs when a customer disputes a transaction, product, or service. If the customer believes the transaction was invalid, did not receive the good or service, or did not meet the agreed upon Terms and Conditions, they have the right to dispute a transaction.

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After the chargeback occurs, merchants will be sent a chargeback notification via email, fax, or standard postal delivery, based on their merchant setup options. To begin the dispute process, follow the steps as detailed below or in your chargeback notification. You will have 15 calendar days to respond and begin the reversal process.

To begin the dispute process, follow the steps as detailed below:

Step 1: Login to your Business Track account at www.businesstrack.com.

Step 2: Under “Applications,” Select “Dispute Manager,” then click “Cases” at the top of the page. Here you will find the specific information regarding your chargebacks.

Step 3: Press the “Actions” tab, then select a choice from the drop down on which action you’d like to take(i.e. Dispute Chargeback), then select the documentation type you’d like to provide, then click “Continue Action.”

Step 4: At this point, you will now add the documentation type you selected and notes you’d like to include, then click “Submit Action.”

Step 5: Your case has now been successfully submitted. It will be reviewed & resolved by the Chargeback Response Center Team. If you’re unsure of the status of your case, please check Dispute Manager frequently for updates.

*Please note, that both merchants and cardholders always have the right to dispute charges and chargebacks.

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When processing transactions, chargebacks are almost inevitable. However, there are steps that a merchant can take to try to prevent them. Refer to our Dispute Best Practices for more details. Here are some quick tips:

  • Deal with customer service issues promptly.
  • Use clear payment descriptors.
  • Have clear purchase agreements.
  • Always properly authorize transactions.
  • Double check all sales total to prevent clerical errors.

*Please note, that both merchants and cardholders have the right to always dispute charges and chargebacks.

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Money may be taken out of your account for various reasons related to chargebacks. Typically, the issuing bank will credit the cardholder for the disputed transaction until the dispute is settled. If the merchant then wins the dispute, the initial sale amount will be credited back to the merchant’s account. If the cardholder wins the dispute the case will be closed and the cardholder will keep the funds initially credited to them.

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Compliance

Registration for PCI Compliance is simple. All you need to do is Click here and fill in the required fields.

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PCI stands for Payment Card Industry, but usually means one of the following:

The Payment Card Industry Security Standards Council is an industry body made up of organizations like Visa, Mastercard, American Express and Discover. The Council is how these companies cooperate to agree upon a single, common security standard that Merchants are required to meet.

The actual security standard put together by the Council described in the first definition above. The full name for this standard is the Payment Card Industry Data Security Standard (PCI DSS.) Merchants must meet this set of security requirements, if their business accepts, transmits, or processes customer payment cards, such as credit cards or debit cards.

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PCI DSS stands for Payment Card Industry Data Security Standard. This is a technical and broad-ranging set of security requirements created by the Payment Card Industry, laying out what Merchants need to do to protect customer information. The PCI Council requires that Merchants meet this set of security requirements if their business accepts, transmits, or processes customer payment cards, such as credit cards or debit cards. Merchants that do not comply with these requirements can be penalized in a number of ways, up to and including having their card-processing privileges revoked, leaving them unable to accept customer payment cards.

Click here to visit the PCI Council’s website for more information.

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PCI DSS applies to ALL organizations or Merchants, regardless of sizes, that accept, transmit, or store any payment card information. In other words, if any customer of that organization ever pays using a credit card or debit card, then the PCI DSS requirements apply.

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To satisfy the requirements of PCI, a Merchant must do two things:

1. Comply with the Data Security Standard by meeting all of the requirements laid out in the Data Security Standard.

2. Validate their compliance. This means the Merchant must SHOW (in a manner appropriate to their size and situation) that they are complying with the Data Security Standard. For some Merchants, such as those with a high volume of card transactions, or with a history of security problems, validation involves on-site audits by certified professionals, but for many Merchants, the primary requirements are:

  • Annual completion and submission by the merchant of a PCI Self-Assessment Questionnaire (the SAQ.)
  • Where appropriate, undertaking a quarterly network vulnerability scan by a certified scanning company.

It is important to note that being in Compliance does NOT automatically mean that the Merchant has met their Validation requirement

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The Self-Assessment Questionnaire (SAQ) is a form that Merchants may be required to complete every year and submit to their Acquiring Bank. It was created by the PCI Council. Completing a Self-Assessment Questionnaire helps Merchants do two things: Check their Compliance, by finding out for themselves if they are in compliance with the Data Security Standard.

Complete part of their Validation, but giving others, such as their Acquiring Bank, evidence that they are in Compliance with the PCI Data Security Standard.

As of February 2008, there is no longer a single one-size fits all Self-Assessment Questionnaire. Merchants now need to identify which one of five Validation Type categories they fit into, and then complete the appropriate Self-Assessment Questionnaire for their category. For some Merchants, the appropriate Self-Assessment Questionnaire is short and simple, while for other Merchants the appropriate Self-Assessment Questionnaire is long and extremely technical. Note that for all versions of the Self-Assessment Questionnaire, Merchants will only be considered compliant if they pass (or can answer “Not Applicable”) to ALL of the questions in the Questionnaire.

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Being “Compliant” means that the Merchant meets all of the requirements laid out in the Payment Card Industry Data Security Standard. The requirements for Compliance are the same for ALL Merchants, large or small. However, smaller Merchants typically avoid many of the Compliance problems that larger organizations face because their systems and networks are usually simpler.

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Validation means that a Merchant can demonstrate, via standard documents and/or tests, that they are meeting the PCI DSS requirements. Different Merchant types face different Validation requirements, depending on which of four levels they are assigned to.

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No, PCI is not, in itself, a law. The standard was put together by business organizations including Visa, Mastercard, and the other major card companies. Merchants that do not comply with PCI DSS are not necessarily breaking any law, but they are probably violating their Terms of Service or contract with their acquiring bank and the card associations. This means that the Merchant might be penalized or sued, or these companies might refuse to work with the Merchant. This means that the merchant would be unable to process credit or debit cards.

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While not all businesses will require scans, if one is needed, a vulnerability scan is an automated, non-intrusive process that assesses the Merchant’s network and web applications from the Internet (on the external-facing IPs.) The scan will identify any vulnerabilities or gaps that may allow an unauthorized or malicious user to gain access to the network and potentially compromise cardholder data.

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If your business fails to become PCI compliant(1), you could be putting your business at greater risk from the growing threat of payment card data breaches and theft, which may result in substantial penalties (such as fines from banks, regulatory agencies, and card associations), fraud and chargebacks, as well as legal costs and lost customers. If you fail to become PCI DSS compliant or to report your PCI DSS-compliant status with a third-party vendor to First Data, you may also be charged a monthly non-receipt of PCI Validation fee by your Merchant Services provider until such time as you become PCI DSS-compliant or report your PCI DSS-compliant status to First Data.

If your business experiences a data security breach, you could even lose your ability to process credit card payments. Perhaps more importantly, you risk the loss of customers. Research shows that 43% of customers who have been victims of fraud stop doing business with the merchant where the fraud occurred(2.)

1. Achieving PCI DSS compliance does not prevent a data security breach or compromise, or change the allocation of risk under your merchant agreement.

2. Javelin Strategy and research June 2009.

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The First Data PCI Rapid Comply® solution is an easy-to-use online tool that can help you achieve and maintain PCI DSS compliance more quickly and easily. It offers:

Step-by-step guidance to complete the annual self-assessment questionnaire (SAQ): Our step-by-step application will direct you to the PCI SAQ that is appropriate for your business (A, B, C, C-vt, or D.) You can complete the SAQ with guided support, ensuring each question is answered accurately.

Fewer questions to answer – in some cases, 85% fewer questions: With “pre-SAQ” questions, we can pre-populate the appropriate SAQ answers – which are often the most difficult-minimizing the number of questions you have to deal with and speeding up the SAQ completion process.1

Comprehensive support that ensures your questions get answered: Have a question? With our built-in help, guides and security expertise, we can answer any PCI questions you may have – online and via chat, email, and phone.

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With our PCI Rapid Comply® solution, there are no new or additional charges. The Compliance Services Fee charged to you by your Merchant Services provider includes your annual PCI self-assessment questionnaire (SAQ) and quarterly scans, if needed, which are offered in our PCI Rapid Comply® solution.

If you fail to become PCI DSS compliant or to report your PCI DSS-compliant status with a third-party vendor to First Data, you may also be charged a monthly non-receipt of PCI Validation fee by your Merchant Services provider until such time as you become PCI-DSS compliant or report your PCI DSS-compliant status to First Data.

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The benefits of using the First Data® PCI Rapid Comply® solution are that it is offered by an integrated with your merchant services provider. The PCI Rapid Comply® solution includes a guided, step-by-step SAQ tool help to complete the annual questionnaire with ease, an integrated scanning tool for merchants that are required to pass quarterly scans, and comprehensive support online and via chat, email, and phone to ensure your questions get answered.

As your Merchant Services provider, we hope you will elect to use our PCI Rapid Comply solution. However, you are free to obtain PCI DSS-compliance services from third-party vendors.

If you are charged an annual compliance service fee pursuant to your merchant processing contract, the PCI Rapid Comply solution is made available to you. If you choose to utilize the services of a third-party PCI compliance services vendor, you will be separately billed by that vendor for those PCI compliance services. Fees that First Data charges appear separately as a line item on your merchant account statement.

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The PCI Rapid Comply® solution is an online, automated self-assessment tool offered by First Data to guide our merchants through the PCI DSS compliance validation assessment process. It offers the support of a live help desk, provides information on potential vulnerabilities along with innovative security enhancements that may further protect our merchants’ processing environments.

Level 3 and 4 PCI merchants are not required to validate self-assessment compliance through a QSA; therefore, First Data is not required to be a QSA in order to offer this feature of the PCI Rapid Comply solution to its merchants. However, the PCI Rapid Comply solution was developed in conjunction with a QSA to make the self-assessment validation process much simpler for merchants to complete. In addition, an Approved Scanning Vendor (ASV) is used to support quarterly network scans required for merchant’s processing payments over the internet.

For PCI Level 1 and 2 merchants that require a QSA for their PCI DSS compliance validation a PCI Approved QSA can be found on the PCI SSC’s website.

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Deposits, Batch, & Funding

VeriFone Terminal:

For auto-close settings, please call the Customer Support Help Desk.

To settle the batch manually:

Step 1: Navigate to your device’s main screen. Press red Cancel Clear button.

Step 2: Select Settlement.

Step 3: Key batch amount and press the green Enter/OK button.

Clover Terminal:

In Canada, the Clover terminal auto-closes every day and therefore you do not need to batch out.

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Error Messages

Click here to find support for your Clover LTE, Wi-Fi, or Ethernet network connection issues.

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If you're experiencing an “Adapter Not Found” error message, try this quick tip to fix your issue.

Power your terminal off and back on. If it's a wireless device, do this by removing the batteries and putting them back in. If you're using Wi-Fi it may just be a connection issue.

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If you're experiencing an “Auto Close or Batch Close Failed” error, retry the settlement process.

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If you received the “Card Type Not Supported” error message, try these quick tips to fix your issue:

  • Retry the credit or debit card. If swiping/inserting the card fails again, try manual entry. If a manual entry fails, verify card that number is correct.
  • If this is the first time you have tried this specific card type and it's not working, another form of payment should be attempted.

Note: This typically happens when your terminal isn't enabled to accept a specific card type or the customers card is inactive or not working.

If these tips haven't solved your issue, please call your Customer Support Help Desk at 1-888-263-1938  and notify them that you are unable to accept that specific card type.

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If you received the “Chip Read Failed” error message, try these quick tips to fix your issue:

  • Retry the credit or debit card.
  • Turn the terminal and Pin Pad off and then back on. (Power to the terminal should be off when Pin Pad is disconnected and re-connected to the terminal.)
  • Try a different card to see if it’s just a specific card type not being accepted.
  • Verify Pin Pad is properly connected to your device.
  • Ensure chip reader is free of any dust or debris.
  • Remember, you can accept a payment by manually keying in a card number.

If you have tried these quick tips and are still receiving this error, please call your Customer Support Help Desk at 1-888-263-1938.

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If you received the “Line Busy/Phone Line Not Connected/Waiting for Line” error message, try these quick tips to fix your issue:

  • Check that the phone line is connected securely to your terminal.
  • Unplug your current phone line and retry with a different one. If possible, also try a different jack.
  • Make sure that the phone line is clear and not in use.
  • Check your phone line for a dial tone. If you aren’t receiving a dial tone, contact your phone service provider for them to diagnose the issue.

If you have tried these quick tips and are still receiving this error, please call your service provider first then your Customer Support Help Desk at 1-888-263-1938.

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If you received the “Out of Paper” error message, try these quick tips to fix your issue:

  • Unplug the cord connecting your printer to your terminal and plug it back in.
  • Check your printer for receipt paper.
  • Remove the current roll of paper and reload it.

If you have completed these quick tips and are still receiving this error, please call your Customer Support Help Desk at 1-888-263-1938 .

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If you received the “VXN Error 52/53” error message, power your terminal off and back on. Then, make sure you’re connected to the internet. If not, try using another Ethernet cable and/or moving to another port on your router, if one is available. If your internet is not working, please contact your service provider. If you have completed these quick tips and are still receiving this error, please call your Customer Support Help Desk at 1-888-263-1938.

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If your Pin Pad is stuck on processing, power your terminal off and back on. If the terminal comes back on and the error occurs again, please call your Customer Support Help Desk at 1-888-263-1938.

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Leasing

First Data Global Leasing (FDGL) is a division of First Data Corporation, a global leader in payment and commerce solutions for merchants and financial institutions. Hundreds of merchant acquirers in the U.S. and Canada refer terminal equipment leases to First Data. First Data owns the lease agreement with merchants and is the point of contact for all billing, customer service, and collections inquiries. Correspondence about your lease will come from First Data Global Leasing.

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You are required to provide proof of insurance with FDGL listed as a loss payee within thirty (30) days of the start of your lease term. If you have not completed this yet, simply email a copy of your proof of insurance to FDGLProtection@FirstData.com , along with Merchant ID # and Lease # in the body of the email. Please use email subject line “PROOF OF INSURANCE.”

For your convenience, FDGL also offers an Equipment Protection Program (EPP) to satisfy the insurance requirement in your lease agreement. EPP includes the following:

  • Broad Protection: FULL REPLACEMENT protection for loss due to a wide variety of perils, including: accidental damage, hail, burglary, theft, robbery, flood, water, lightning, power surge, collapse, employee theft, transit, falling objects, vandalism, wind, hurricane, tornado, fire, and smoke.
  • Hassle-Free Claims Process: Once you provide a statement about the loss to FDGL, no deductible is required, and you will receive your replacement equipment within one to two business days of the claim being received.

To enroll in EPP, obtain pricing, or file a claim, simply contact us at (877) 257- 2094 or FDGL@FirstData.com. Please reference your Merchant ID # and Lease # in the body of the email and use email subject line “EPP.”

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Lease agreements cannot be cancelled. At any time during the term of your lease (before maturity of the initial term), contact us at (877) 257-2094 or FDGL@FirstData.com for a quote to buy out the remainder of your term. Please reference your Merchant ID # and Lease # in the body of the email and use email subject line “BUYOUT QUOTE.” Depending on your preference, we can issue a buyout quote to either return the equipment or keep the equipment.

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You will not receive a paper invoice/statement. Payments are made via electronic debit, and the payment will be reflected as " FirstDataCorp" on your bank account statement.

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The date that FDGL will debit your bank account for lease payments is the 5th of the month or the first Monday after the 5th should the 5th land on a weekend.

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You do not have the ability to change your billing cycle.

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For a complete disclosure of the terms and conditions of your equipment lease, please refer to the welcome letter you received at the beginning of your lease term or call 1-877-257-2094.

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Interim rent is the per diem charge assessed for the period between the delivery date and your initial payment date (partial monthly payment). It is possible that interim rent will not be charged until your second payment, depending on when your lease agreement began. To find out if you have an interim rent charge, call 1-877-257-2094

For example: If your equipment delivery date was the 20th of the month and your due date is the 5th of the next month, your first payment would include 15 days of interim rent plus your first month's rental payment (rentals are billed in advance). In this example, if your monthly payment is $40, your first payment would be $13.33 (10 days) + $40 (first month's rent) = $53.33 plus tax.

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If you are a tax exempt customer, please send in your certificate to FDGL@FirstData.com , along with your Merchant ID # and Lease # in the body of the email. Please use email subject line “TAX EXEMPTION CERTIFICATE.” You will typically receive a response within one to two business days.

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Your equipment will not work with other processing companies. If you have already changed processors, please contact FDGL to make arrangements to return the equipment.

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It is possible to transfer or assign the lease to a new owner, depending on the circumstances. Please contact First Data customer service 1-888-263-1938.

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Leasing allows merchants the flexibility to upgrade their equipment at any time. Please contact First Data Technical Support 1-888-263-1938 to find out more about upgrading your equipment.

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Statements, Rates, & Fees

Already have a Business Track® Account? Follow the steps below:

Step 1: Go to https://www.myclientline.net/

Step 2: Select “Merchant Login.”

Step 3: Fill in User ID and Password, and then press “Login.” You should now be logged into your account.

Step 4: Select “Statements.”

Step 5: There will be a list of years presented in front of you. Click the year in which you'd like to view a statement. Then, select the month from the dropdown.

Step 6: Open and or Save the PDF for your reference.

Need to set up a Business Track account? Click here

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Sample statements are provided highlighting answers to common statement questions.


Interchange Plus – Click the icon to learn how to read your statement.

Swipe/Non-Swipe - Click the icon to learn how to read your statement.


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If your fees are higher than normal, it may be due to how you entered transactions, or the types of credit cards you accept. It is recommended that you review your statement for monthly or annual fees that might not show up on a regular basis.

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Brick and Mortar Merchants

You may be able to lower your interchange fees by dipping or swiping your customers' credit cards, rather than keying them. Anytime you key a transaction, you put yourself at risk of possible fraud. Due to the increased fraud risk, the card networks charge higher fees for keyed transactions.

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Brick and Mortar Merchants

For more information about Discount Rate Pricing,click here

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To learn more about iPlus pricing,click here

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To learn more about iPlus pricing,click here

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For more information about Pass Through Fees,click here

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Interchange is the amount that Acquirers such as First Data Canada are required to pay Card Issuers by way of the Payment Card Networks such as Visa, Mastercard, and Discover for each credit or debit card transaction you process. Interchange rates are set and regulated by the Payment Card Networks and can vary by card type and method of acceptance. Interchange rates are also subject to periodic changes as determined by the individual Payment Card Networks. Click here for current and future Interchange rates as published by the Payment Card Networks. For more information, click here

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Terminal Basics

VeriFone Terminal:

To load a roll of paper, follow the steps below:

Step 1: Open the printer cover’s latch.

Step 2: Insert the roll of paper into the printer, and make sure that the roll has the leading edge of the paper exiting the bottom edge of the printer.

Step 3: Close the cover and tear off any excess paper.

Clover Hardware:

Click here to learn more about your Clover device.

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Click here to find support for your Clover network connection issues.

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VeriFone Terminal:

To begin a sale, your customer may offer a card for payment in 1 of 3 ways:

Step 1: By inserting a “chip card” into the “dip slot” at the front of the terminal or PIN pad.

Step 2: By swiping the card through the magnetic stripe reader.

Step 3: By tapping a contactless card or phone.

Step 4: Follow the on-screen prompts.

Step 5: If prompted, your customer will press the “Enter” key to bypass the PIN entry.

Step 6: The device will automatically print a receipt or prompt for customer receipt. To skip this step, press ENTER or cancel (red button.)

Clover Hardware:

Click here to learn how to complete a transaction on your Clover device.

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VeriFone Terminal:

To search all Sales in Open Batch:

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button).

Step 2: Touch Reports, above the 3 button.

Step 3: Touch Detail Report.

Step 4: Press the red Cancel Clear/X button.

To Reprint Receipts:

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button).

Step 2: Touch the second button from bottom right, looks like two sheets of paper.

Step 3: Touch Any Receipt.

Step 4: Key Invoice Number, press green Enter/OK button.

Clover Hardware:

Click here to learn how to find a transaction on your Clover device.

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VeriFone Terminal:

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button)

Step 2: Touch Correction

Step 3: Touch No

Step 4: Touch desired option

  • Invoice Number
  • Last 4 Digits

Step 5: Key requested information, Press Green Enter/OK button

Step 6: Touch Yes

Step 7: Press the green Enter/OK button

Clover Terminal:

Click here to learn how to void a transaction on your Clover device.

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VeriFone Terminals:

How to refund a transaction from a closed batch:

If you have not yet batched out, you can void the transaction rather than issuing a refund. Refer to the section above to learn how to void a transaction.

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button)

Step 2: Touch Refund

Step 3: Key the amount, Press Green Enter/OK button

Step 4: Terminal may prompt: Invoice, Clerk/Server ID/Table Number

Step 5: Key requested information, Press Green Enter/OK button

Step 6: Insert, Tap, Swipe, Key account number

Step 7: Terminal may prompt: Confirm (Y/N), Total (Y/N), Exp Date (MMYY), Imprint Card Press OK Key

Step 8: Key requested information, Press Green Enter/OK button

Step 9: Press the green Enter/OK button

Please note that duplicate transactions should not be refunded. Contact your Customer Support Help Desk at 1-888-263-1938 to have this issue resolved.

Clover Terminal:

Click here to learn how to refund a transaction on your Clover device.

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Sample statements are provided highlighting answers to common statement questions.

Click the icon to learn how to read your statement.

Click the icon to learn how to read your statement.
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Transaction Related

VeriFone Terminals:

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button)

Step 2: Touch Refund

Step 3: Key the amount, Press Green Enter/OK button

Step 4: Terminal may prompt: Invoice, Clerk/Server ID/Table Number

Step 5: Key requested information, Press Green Enter/OK button

Step 6: Insert, Tap, Swipe, Key account number

Step 7: Terminal may prompt: Confirm (Y/N), Total (Y/N), Exp Date (MMYY), Imprint Card Press OK Key

Step 8: Key requested information, Press Green Enter/OK button

Step 9: Press the green Enter/OK button

Clover Hardware:

Click here to learn how to complete a transaction on your Clover device.

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VeriFone Terminals:

Step 1: Navigate to your device’s main screen (Press the red Cancel/Clear/X button)

Step 2: Touch Reports, above the 3 button

Step 3: Touch Detail Report

Step 4: Press the red Cancel Clear/X button

Clover Hardware:

Click here to learn how to find a transaction on your Clover device.

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You'll first want to find the transaction receipt. Now with receipt in-hand, you'll see the approval code near the middle.

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VeriFone Terminals:

To adjust tips you need to call the Customer Support Help Desk at 1-888-263-1938.

Clover Hardware:

Click here to learn how to enter tips to a transaction on your Clover device.

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No, tips must be added before you have batched out. If you process a tip after the batch was settled, it will appear to the cardholder as a new or second charge. This will leave you at a higher risk for chargebacks.

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VeriFone Terminals:

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button)

Step 2: Touch the second button from bottom right, looks like two sheets of paper

Step 3: Touch Any Receipts

Step 4: Key Invoice number

Step 5: Press the green Enter/OK button

Clover Terminal:

Click here to learn how to print a past receipt on your Clover device.

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FD Terminal:

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button)

Step 2: Touch Refund

Step 3: Key the amount, Press Green Enter/OK button

Step 4: Terminal may prompt: Invoice, Clerk/Server ID/Table Number

Step 5: Key requested information, Press Green Enter/OK button

Step 6: Insert, Tap, Swipe, Key account number

Step 7: Terminal may prompt: Confirm (Y/N), Total (Y/N), Exp Date (MMYY), Imprint Card Press OK Key

Step 8: Key requested information, Press Green Enter/OK button

Step 9: Press the green Enter/OK button

Please note that duplicate transactions should not be refunded, you can contact your Customer Support Help Desk at 1-888-263-1938 to have this issue resolved.

Clover Terminal:

Click here to learn how to refund a transaction on your Clover device.

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VeriFone Terminals:

To adjust tips you need to call the Customer Support Help Desk at 1-888-263-1938.

Clover Terminal:

Click here to learn how to adjust tip amounts on your Clover device.

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VeriFone Terminals:

Step 1: Navigate to device’s main screen (Press red Cancel Clear/X button)

Step 2: Touch Correction

Step 3: Touch No

Step 4: Touch desired option

  • Invoice Number
  • Last 4 Digits
  • Step 5: Key requested information, Press Green Enter/OK button

    Step 6: Touch Yes

    Step 7: Press the green Enter/OK button

    Clover Terminal:

    Click here to learn how to void a transaction on your Clover device.

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1-888-263-1938

24 hours | 7 days a week

Call Support: 1-888-263-1938

24 hours | 7 days a week

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