How to Install and Use a VX520 (Forte)

Before connecting your VX520 make sure you have all cables along with the device.  You will need the included power cable, USB-A to Mini-USB cable, and an RJ-45 Ethernet cable used to plug the unit into a live RJ-45 wall jack or ethernet switch.  Each VX520 will have firmware installed by Forte before it was shipped to the customer.  The firmware will have the compatible merchant account(s) programmed into it.  Forte support can also change which merchant account(s) the device is able to communicate with by pushing an update to the device over an internet connection.  Their support can be reached at 866-290-5400.

Plug each cable into their corresponding ports on the VX520 depicted below.

The Mini-USB cable should plug directly into the PC.  Do not plug a VX520 into a USB hub as it will cause communication issues with RecPro.  The RJ-45 cable should plug into a live ethernet port so that the unit can communicate directly with Forte over the internet.  In order for the VX520 to be able to communicate with Forte it must be able to reach the IP 52.1.60.186 through port 5050 and 52.1.41.20 through port 443 and 80.

Once all cables have been plugged in Verifone's Windows USB Driver must be instilled on the PC utilizing this device.

Installing the VX520 Driver

1.  Downland drives from https://forte.net/devdocs under 'Downloads' -> 'Drivers' -> 'Verifone USB Driver'

2.  Extract the 'UNIFIEDUS BDRV-05.00.05.02-B3.zip' file after downloading.

3.  Open the resulting 'UNIFIEDUS BDRV-05.00.05.02-B3' folder and extract the file named 'UNIFIEDUSBDRV-05.00.05.02-B3.zip'.

4.  Open the resulting 'UNIFIEDUSBDRV-05.00.05.02-B3' folder.

5. Open the folder named '64'

6. Run the file named 'silent_install.bat' with elevated administrator privileges.

7.  Reboot the PC

8.  Your VX520 device should now show up in Windows Device Manager with an assigned COM port number.  You will need to retain this COM number for setup within RecPro.

Once you have confirmed that Windows has assigned the VX520 a COM number you can proceed to setting the device up in RecPro.

Setting up VX520 in RecPro

1. Log into RecPro.

2.  Go to 'Settings' -> 'Device Manager' -> 'Credit Card Reader'

NOTE:  The Point of Sale application has its own unique credit card device setup.  This is found by pressing 'Device Manager' at the login screen.  All other instructions are the same.

3. Choose 'VeriFone VX520 / V400C' along with the Com Port number seen under Windows Device Manager.

Using the VX520 with RecPro

1. Power on the device.

2. Press 'F4' to choose 'Forte' at the boot up screen.

3. Allow for the VX520 to boot up.  You will eventually see the device splash page which typically displays your Merchant Account name. In this example the account is named 'REC-PRO TEST'.  This screen indicates that the device is ready to communicate with RecPro.

4. Log into RecPro.  The 'Site' you log into must be tied to the same merchant account that is programmed on the VX520.  This is required.  You can view which merchant account each site is tied to by going to 'Setup' -> 'System Defaults' -> 'Sites'.

5. Open the 'Shopping Cart' module and begin a sale.

5. During checkout choose 'Credit Card 1' as your form of payment.  

6. Press 'Swipe Card' to wake up the VX520 and initiate a credit card transaction.

7. You should now see the following card entry screen.  Enter the chip end of the credit card into the front of the VX520.

8.  Allow the VX520 to process the entered card until it asks for you to remove it.  Once removed you should see a Transaction ID and Auth Code enter the checkout screen.  This indicates a successful charge.

If a customer wants to give a credit card number over the phone you can manually enter a card on the VX520 using the steps below.

How to Manually Enter a Card on a VX520

1.  Repeat the steps above until you get to the VX520 'Entry Screen'.  At the entry screen press the red 'X' button.

2.  You will be asked on the VX520 to now enter the card number using the physical key pad.  Enter the card number and press the green arrow button.  You will then be asked for the cards expiration date, CVV code, and zip code.  Each time a value is typed in press the green arrow key on the VX520 to move forward.  After entering the final value the device will process the card and if the transaction is successful you will see the transaction ID and auth code dump into the checkout screen.