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Desk/5000 terminal support

 

Find everything you need to set up, use and troubleshoot your Desk/5000 terminal. All in one place.

 

 

Meet your Desk/5000 terminal

The Desk/5000 is an all-in-one card reader designed to sit on your store countertop. Created to help you effortlessly process credit, debit or gift-card payments, it offers convenience of use with both a touch screen and a keypad.

Terminal features

See what you can do with the Desk/5000

  • Accept card payments: contactless, chip and pin, swipe and manual entry
  • Create and manage user profiles
  • Set up automatic tip option
  • Plug and play with any Ethernet internet connection
  • See all your reporting on Resource Online

Unboxing your Desk/5000

Ready to get started? Follow these quick and easy steps.

 

1

 

Connect your device

 

Connect one end of the Ethernet cable to your router or internet source and the other end to the ETH port on your Magic Box.

 

 

2

 

Power on

 

Connect the power adapter to the Magic Box and then to a power outlet. Ensure it turns on. If it doesn’t automatically power up, press the green key for a few seconds.

 

 

3

 

Start processing

 

Once you’re set up and connected, you can start taking payment straight away. Other features may require some additional configuration which you can learn about below.

 

 

Desk/5000 terminal FAQs

 

Explore the frequently asked questions below to get set up, tailor your device, process any transactions and troubleshoot issues.

  1. From the Home Screen with the Chase Logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, press the Sale icon
  3. Key in the sale amount then press the green [Enter] key to confirm
    • Terminal screen may ask you to Pass the Terminal to Customer
  4. Terminal will ask you to confirm the sale amount. Press [1-Yes] to accept or [2-No] to cancel
  5. The customer may be asked to choose a Tip Method if tip is enabled
    • If Tip% is chosen, choose the percentage tip from the list
    • If TipAmt is chosen, key in preferred amount
    • If No Tip is chosen, no tip to enter
  6. Tap, Insert, swipe or key in the card manually and press the green [Enter] key to continue
    • If card is manually keyed in, terminal will ask for expiration date and Postal Code. Postal Code can be skipped by clicking on the green [Enter] key
    • If card is inserted it may ask to enter the PIN
  7. Once the terminal successfully connects, it will confirm the sale is approved and print a receipt
    • If customer receipts have been turned the terminal will ask if you want to print a Customer Copy?, choose [2-Yes] then press the green [Enter] key to print

To view a video of the step by step instructions, please click here.

  1. From the Home Screen with the Chase Logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, press the Return icon
  3. Enter Manager ID and password then press the green [Enter] key to confirm
  4. Key in the sale amount then press the green [Enter] key to confirm
    • Terminal screen may ask you to Pass the Terminal to Customer
  5. Tap, insert, swipe or key in the card information manually
  6. Once the terminal successfully connects, it will show Refund Confirmation on the screen
  7. Press the green [Enter] key to continue
    • Terminal screen may ask the customer to Pass the Terminal to Merchant
  8. The terminal prints the receipt

To view a video of the step by step instructions, please click here.

If your batch has not yet settled, you can cancel a same-day transaction by processing a void.

  1. From the Home Screen with the Chase Logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, press the Void icon
  3. Terminal will prompt on whether to void a Pre-auth or not
    • Press [1] for Yes to void an open pre-auth
    • Press [2] for No and follow screen prompts
    • Note: This prompt appears even when there are no open pre-auth transactions
  4. Choose the options applicable from the Search Menu
    • Press [1] to search all the transactions in the batch
    • Press [2] to search transactions by the reference number
    • Press [3] to search transactions by the clerk/server number
    • Press [4] to search transactions by the invoice number
    • Press [5] to search transactions by the last 4 digits of the card number
    • Press [6] to search transactions by the PO number
    • Press [7] to search transactions by the RRN number
    • Press [8] to search transactions by the Approval code
    • Press [9] to search transactions by the customer ref. number
  5. Press the green [Enter] key to continue
    • Press [<] to choose the previous transaction, or [>] for the next transaction
    • Press the red [Cancel] key to cancel and exit the menu
  6. Press [1] for Yes to confirm the transaction to be voided
  7. Once the terminal successfully connects, it will confirm the void is approved and print a receipt

If you do not wish to charge a customer’s card directly but want to ensure they have the funds available to pay, you can choose to place a hold on a customer’s card to obtain prior approval before completing the transaction.

  1. From the Home Screen with the Chase Logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, swipe left twice then press the Pre-Auth icon
    • Your terminal may ask you to input your manager credentials and password
  3. Key in the amount then press the green [Enter] key
    • Terminal screen may ask you to Pass the Terminal to Customer
  4. Tap, Insert, Swipe or key-in the card manually. Press the green [Enter] key to continue
    • If card is manually keyed-in, terminal will ask for expiration date and postal code
    • The postal code can be bypassed by clicking [Enter] on screen
  5. Terminal will ask to confirm the amount then press [1-Yes] or [2-No] to cancel
    • Terminal screen may ask the customer to Pass the Terminal to Merchant
  6. Once the card is validated by the terminal, it will confirm the pre-auth transaction and print a receipt

If you processed a pre-auth transaction for one of your customers, follow the steps below to complete the transaction as a sale.

  1. From the Home Screen with the Chase logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, swipe left then press the P-A Comp icon
  3. Press [1-All] to search all the transactions in the batch
  4. Navigate through the transactions and choose the desired transaction to complete by pressing on the left [<] or right [>] key
  5. Press the green [Enter] key to continue or the red [Cancel] key to cancel and exit the menu
  6. Terminal will ask you to confirm. Press [1] to accept the original pre-auth amount or [2] to change the amount
    • You can complete the transaction for any amount up to the original pre-auth amount
  7. Once the terminal successfully connects, it will confirm the transaction is approved and print a receipt

If you process offline transactions with a processor-provided approval code such as Voice Auth simply use the force a credit sale option on your terminal to complete it.

  1. From the Home Screen with the Chase logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, swipe left and press the Force Sale icon
    • Terminal may ask to key in the Manager ID & Password. Enter information if needed
  3. Key in the sale amount then press the green [Enter] key
    • Note: Terminal screen may ask you to Pass the Terminal to Customer
  4. Tap, Insert, Swipe or enter the card manually. Press the green [Enter] key to continue
  5. Enter the card expiration date and press [Enter] on the screen
    • Enter the approval code and press [Enter] on the screen
  6. Terminal screen may ask the customer to Pass the Terminal to Merchant
  7. The terminal will validate the card and once it successfully connects, it will confirm the transaction is approved and print a receipt
  8. The screen will display Imprint Card, press [Enter] to complete

The bar tab feature allows your clients to keep adding to their open tab but closing a tab is required to complete the transaction.

  1. From the Home Screen with the Chase Logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, press the [2] to close a tab
  3. Choose the corresponding options applicable:
    • Press [1] to search all the transactions in the batch
    • Press [2] to search transactions by the reference number
    • Press [3] to search transactions by the clerk/server number
    • Press [4] to search transactions by the invoice number
    • Press [5] to search transactions by the last 4 digits of the card number
    • Press [6] to search transactions by the PO number
    • Press [7] to search transactions by the RRN number
    • Press [8] to search transactions by the Approval code
  4. Press the green [Enter] key to continue
    • Press [<] to choose the previous transaction, or [>] for the next transaction
    • Press the red [Cancel] key to cancel and exit the menu
  5. Press [1-Accept] to close the tab for the original amount or [2-Change] to change the amount
  6. The customer is asked to confirm the amount
  7. Once the terminal successfully connects it will show the approval and print a receipt

Whether you have misplaced a receipt or ran out of the paper at the time of transaction, you can always reprint a receipt for any transaction you have processed.

  1. From the Home Screen with the Chase Logo, press the green [Enter] key to access the Main Menu
  2. From the Main Menu, swipe left twice then press the Reprint icon
  3. Press [1] for Last Receipt or [2] for Search to locate a specific transaction in the batch
  4. If you press [2] Search, choose the corresponding options applicable:
    • Press [1] to search all the transactions in the batch
    • Press [2] to search transactions by the reference number
    • Press [3] to search transactions by the clerk/server number
    • Press [4] to search transactions by the invoice number
    • Press [5] to search transactions by the last 4 digits of the card number
    • Press [6] to search transactions by the customer number
    • Press [7] to search transactions by the RRN number
    • Press [8] to search transactions by the Approval code
    • Press [9] to search transactions by the customer ref. number
  5. Choose the preferred item to reprint then press [Enter]:
    • Press [1] for merchant copy
    • Press [2] for customer copy
    • Press [3] for both
  6. Terminal will print the receipt

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