Yes you can. From the Portal, click on User Management in the sidebar, then click on Add, then on Add Operator. Enter the required information, then click on Next and select the modules that operator would have access to. Once done, click on Submit. They will receive a text message and an email asking them to create the password to access the portal. Their user name is the email address used to create the account. Once the password is created they are able to access the portal as well as any Android application and iOS Application.

Yes you can. From the an ISO’s Portal access, go to User Management in the sidebar, then click on Action, then on Show Office. From here, you can find the merchant under the current office/Sub-ISO, then drag the merchant to the new office/Sub-ISO. Once done, click on Update on the top.

A second option would be to access Merchant Management, search the merchants profile and select the ellipsis in the top right of the snapshot once it pulls up from the search. Select Edit and you will have a grey box towards the top left of the screen. This is the dropdown containing a list of all of your Sub ISO’s. From here you can select the correct ISO you want to gain the access to the file and save when finished. If they log out and back into their portal they will see the change. The person making the change doesn’t need to log out as the change takes effect the second they select save.

When boarding on FirstData you need to Validate Datawire for all FD platforms. If you TID begins with OM, the TID was created for FirstData Omaha.

This means you have one of Valor Risk Management Rules set up and activated. (See Valor Shield RT Rules in your portal. Remember there are two places you can see this in your portal. You can view this in your sidebar if you are logged in as a merchant or in the merchants profile, select edit and select Valor Shield RT in the dropdown if you are an ISO or Admin.

In order to see the declined transaction reason you have to hover your mouse over the red decline icon and the declined reason will show on the screen just under the declined icon.

You will see the most recent downloaded date and time in the device snapshot for the merchant in the Merchant Management Tab located in your sidebar menu.

From the Portal, select Device Management and you can either scroll through the pages (each page shows 25-50 merchants), or you can search each merchant, check the checkbox, click on Action, then Assign App, then click on the drop down menu and select the new application version you want to selectively roll out. Once this is completed you will be required to run full download.

WARNING: You are required to perform a tip adjust before running an Application Download. If you do not, the system will manually settle before you have the time to collect your tips.

QSR will allow a quick serve mode where a signature or Pin will not be required if the sale amount is less than the amount set on the Portals threshold for the QSR Amount.

First, you need to ensure that the App and Parameter Download buttons are enabled on the portal for the new EPI. Then on the device, press the Favorites button (star), pressing the page down button, and selecting Option 6, or Download Package. From here, you delete the current EPI by pressing the yellow back button. Once this is deleted enter the new EPI, and press the OK button.

If you are performing a partial download, you do not need to batch out. Just make sure that in the portal the API doors are disabled for the application and the device will not batch out.

If you perform a full download, you will need to batch out, so if any tips need to be adjusted, they have to be done before the download. This can all be completed in a device or in the portal.

After the dollar amount is entered, and the device prompts to Present Card, click on any button on the device (except the cancel button) and you will be taken to a screen to type in the card information.

No. The applications are for merchants and merchant operators only at this current time.

Yes, there is a drop down with all of the merchant’s EPIs only if they have multiple EPI’s to choose from.

Tap on the Menu button on the bottom right corner of your device’s screen, then select Batch Out. The gateway will settle the batch and you will be able to see the full report in the reporting section of the device as well as in your email if you are signed up to receive the emailed batch reports.

From the Portal, click on the Transactions tab in the Sidebar Menu. Once the screen loads, find a transaction from the current day’s batch, click on the ellipsis, then select Open Batch. Then click on the Action button and you will have an option to Batch Out.

Refunds usually take a few business days to process. They would have to check with the merchant’s processing company. Valor is a vender of devices.

No because it was not authorized by the customer at the time of sale. The merchant runs the risk of the customer charging back the sale because an unknown fee was added after the sale was completed.

First, you must either disable QSR from Device Management in the Portal or check to ensure that the transaction amount is higher than the dollar amount set for QSR. Second, the device recognizes the card type. Some EMV on certain chips do not require a signature. Also most TAP pay options also do not require a signature.

Valor Paytech Devices come with a battery that has memory. The memory of the battery can be reset by unplugging the battery and plugging it back in. Once plugged back in its recommended to charge over night in the off position. This will allow the battery to reach a full charge and take any old data our of the memory of the chip.

We also offer a power save feature where the receipt will printed slightly dimmed when the battery goes below 50 power.

If this is still happening you might be seeing the timed out screen and the battery life will change if it’s woken up and is still plugged into a charger.

Your SIM card gets activated during the test transaction when the device gets boarded. You can click on the Internet Connection Icon on the top on the touch screen to the left of the time to enable GPRS if you are connected to any other connection type. You can also go to the Main Menu by pressing the Menu button on the home screen (triple lines), go to Utility, enter the password, which is the last four digits of the EPI, then click on COMM Config, then Config, then Host Config. Here, you can switch back to GPRS.

You can click on the Internet Connection Toggle Icon on the top on the touch screen just to the left of the time and switch back to Wi-Fi. Once the Icon is tapped the dropdown will give you two options on the VL110 , 3 options in the VL100 and 3 options in the VL500. Once selected it will connect you to the selected connectivity. You can also go to the Main Menu by pressing the Menu button on the home screen (triple lines), go to Utility, enter the password, which is the last four digits of the EPI, then click on COMM Config, then Config, then Host Config. Here, you can switch back to Wi-Fi.

Our VL110 is a Dual COMM (Wi-Fi and GPRS), VL100 is a Tri COMM(dial, ethernet and Wi-Fi) and the VL500 is a Dual COMM ((Wi-Fi and GPRS). You can click on the Internet Connection Toggle button on the top on the screen to the left of the time directly in the center of the touch screen. You can also go to the Main Menu by pressing the Menu button on the home screen (triple lines), go to Utility, enter the password, which is the last four digits of the EPI, then click on COMM Config, then Config, then Host Config. Here, you can see all the available internet connection types.

From the Portal, click on Promotions in the sidebar. Click on the Action button on the top right, then click on Paper Receipt. Here you can enter any promotional messages for SMS receipts.

From the Portal, click on Promotions in the sidebar. Click on the Action button on the top right, then click on Paper Receipt option from the drop down menu. Here you can enter any promotional messages for paper receipts.

If the pin pad is not powering on, that means it has not been enabled in Device Management on the Portal. From the Portal, go to Device Management in the Sidebar Menu, type the Merchant’s name in the search bar. Once the Merchant appears, click on the ellipsis, then click on Edit Parameters. Expand the Terminal & Transaction section. Enable the External Pin Pad Support option, then click on Save. Once done, perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button. While the download is being performed, you will see the pin pad power on and it will send and receive requests to and from the device.

To upgrade the application version of the pin pad, the new version has to be assigned to the device the pin pad is plugged into. You perform this in the Portal under the Device Management tab. Select Device Management and check off the device you would like to upgrade. Select the Action Tab and in the dropdown menu select Assign App. A pop up box will open up and you want to click the dropdown menu and select the most recent application version. Once this is completed you want to run a full download from the device. Before preforming the download make sure both toggles for the device are enabled in Device Management. You can now perform the download from the device directly by pressing the Star on the bottom left of the touch screen, then press the # 6 on the key pad and finally pressing the green ok button. This will take the updates from the portal and push it to the device and then Pin Pad.

No. You have the ability to reconfigure the processing platform directly in your merchant build in Merchant Management in the Sidebar Menu. Select Merchant Management and search for your merchants profile. When the profile comes up select the ellipsis on the top right of the snapshot select Edit. Select Devices from the options at the top of the page. Change the processing platform by selecting the new platform in the dropdown list. Enter the new VAR information and select update merchant when you are finished. This doesn’t require a download. Its required to give the device a quick reboot by pressing the reboot button just below the number 7 on the devices keypad.

Yes you can. Once you have one section completely filled and you select the second section to complete, you are given the option to paste the same information over.

If the Next or Update Device buttons are grayed out, that means there is some piece of required information that is missing or duplicated. Please make sure all of the boarding information has been entered.

Yes, when you to User Management find the profile you want to add these changes too. Select the ellipsis button on the top right of the snapshot and select edit from the drop down. At the bottom of the page you can see a list of Sub ISO’s. Drag these ISO’s to the right to enable them to the account for viewing their merchants. If the ISO account is set to view Transactions and all other Modules, the Sub ISO will have the same ability. If the ISO is limited, the Sub ISO will have the same limitations set.

Yes you can. Go to Merchant Management and select the Add tab, and from the dropdown select Full Board or Quick Board. Be sure to select the correct Sub ISO when boarding to give them the viewing rights to the Merchants Profile. Any Admin can board new Merchants for any other Sub ISO.

From the Portal, go to Device Management in the sidebar Menu and type the merchant’s name in the search bar. Once the Merchant appears, click on the ellipsis, then click on Edit Parameters. Expand the Support section all the way at the bottom of the settings and set Reset Manager Password to Yes. Once done, perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

Whenever any parameter changes are made on the Portal, you have to perform a Partial Download on the Device. You do so by Pressing the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button. This will allow the device to pull the updated parameters.

From the Portal, go to Device Management in the Sidebar, type the merchant’s name in the search bar at the top of the page. Once the Merchants profile appears, click on the ellipsis, then click on Edit Parameters. Expand the Terminal & Transaction section. Enable the Display Logo option and if there are multiple logos, select the desired logo then click on Save. Once done, perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

From the Portal, click on the Account Button on the top right, then click on Edit Profile. From here, you can upload your ISO Logo.

When a merchant logs any support tickets, they are sent to the ISO Admins and anyone who is a part of the forwarding group for Tech Support. Any responses will be sent directly back to the merchant where they can see the correspondence in the Portal’s Notification Center located on the top right side of the portal as well as an email.

From the Portal, go to Downloads in the Sidebar and you will see a Zip File named Valor SDK.

The Processor information field in the portal allows the correct Keys to be Remotely Injected.

The Header 1 information can only be modified from the Portal by the ISO or any Valor Admin. To do so, you would have to contact your ISO or any Valor Admin.

No, only ISOs and a Sub-ISO’s have the access to modify the settings regarding a cash-discount processing account.

From the Portal, go to Device Management in the Sidebar, type the Merchant’s name in the search bar at the top of the page. Once the Merchant Snapshot appears, click on the ellipsis, then click on Edit Parameters. Expand the Tip, Tax & Fee section. On the right, you will see an option for Label, and a drop down underneath. From here, you can toggle between Surcharge and Non-Cash Charge or create a Custom Label. Once done, perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

From the Portal, go to Merchant Management in the Sidebar, type the Merchant’s name in the search bar at the top of the page. Once the Merchants Snapshot appears, click on the Ellipsis, then click on Settings. You can change the Settlement Report Delivery to either Print, Email, or Both. This will apply to all devices on the merchants profile.

In the Portal, select Reports in the Sidebar and click on the Report Type you would like to view. You can use the filters to search for specific months and dates to narrow your search.

From the Home Screen on your Device, press the Menu button (triple lines) and select # 5, or Reports. When prompted, enter the Password which is the last four digits of the EPI. Once selected press Detailed Reports and select the Batch Report you want to print.

It will, but only if the setting in the Portal is set to Print or Both. If set to Email, you will receive an email copy of the batch report. This can be changed in the Merchant Management, select the Ellipsis and select Settings from the dropdown. Select Print and Save. There is no requirement for a download for this process.

From the Portal, go to Reports in the sidebar, click on the Reports Tab, then select Transaction Summary. You can filter for the report to make finding what you need to find easier.

You can also select the Transaction Tab and select the Ellipsis to revel the Drop Down Menu. If the transaction is in an Open Batch, Open Batch will be available to select. By selecting Open Batch you will have the opportunity to view your Open Batch and perform a Tip Adjust as well an perform the Settlement.

From the home screen, press the menu button (triple lines) and select Option 5, or Reports. When prompted, enter the password, which is the last four digits of the EPI, then select Option 1, or Open Summary.

You have the option of setting a max number of days that can go by without a settlement being performed. Once that max number of days has passed, the batch will be settled automatically. From the Portal, go to My Setting and change the Mandatory Close Batch to the desired number of days. The default setting is 3 days.

Yes, you can settle batches at any time by overriding auto batch by using your device’s password. Select the Star on the device touch screen. Press #2 for Settlement and enter the password which the default password is the last 4 digits of the devices EPI. You are able to settle the batch manually and get a full detail report.

From the Portal, go to Device Management in the sidebar, type the merchant’s name in the search bar. Once the Merchant appears, click on the ellipsis, then click on Edit Parameters. Expand the Terminal & Transaction, set Batch Out to Manual. Once done save the changes in the portal and perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

From the Portal, go to Device Management in the sidebar, type the merchant’s name in the search bar. Once the Merchant Snapshot appears, click on the ellipsis, then click on Edit Parameters. Expand the Terminal & Transaction and under Batch Out, you can change the Settlement Time. Once done save the changes in the portal and perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

From the Portal, go to Device Management in the sidebar, type the merchant’s name in the search bar. Once the Merchant appears, click on the ellipsis, then click on Edit Parameters. Expand the Terminal & Transaction, set the Batch Out to Auto and select the time you would like the device to batch out. Once completed with changes select save in your parameters in the portal and perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

From the Portal, go to Merchant Management and search the merchant’s name. Click on the ellipsis, then on Settings. Change Merchant copy via email to SEND.

Typically the same email address that is on your approved MPA or the email used to create the account in the Valor Portal.

From the Portal, go to Device Management in the sidebar, type the merchant’s name in the search bar. Once the Merchant appears, click on the ellipsis, then click on Edit Parameters. Expand the Tip, Tax & Fee section and disable Smart Tip. Once done, perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

This happens when the battery of the device falls below 50%. The device has an internal setting which enables power saving mode once the battery percentage drops to 50 or below. Once the device is connected to the charger or left on the charging cradle, the receipts should start printing darker and bolder.

From the Portal, go to Device Management in the sidebar, type the merchant’s name in the search bar. Once the Merchant appears, click on the ellipsis, then click on Edit Parameters. Expand the Receipt section, set Paper Receipt to yes and SMS-Receipt to No. Once done, perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

From the Portal, go to Device Management in the sidebar, type the merchant’s name in the search bar. Once the Merchant appears, click on the ellipsis, then click on Edit Parameters. Expand the Receipt section and change both Paper Receipt and SMS-Receipt to Yes. Once done, perform a partial download on the device by opening the Favorites Menu (star button), press the Number 6 on the keypad, then press the OK button.

From the home screen, press the Favorites button (star), then select Option 1, or Print Receipt.