A920 Terminal Overview

This document will introduce you to your payment terminal as well as guide you through the process of preparing and configuring your it in order to quickly begin processing payments.

Your PAX A920 payment processing terminal comes with the following:

You may also have an optional charger and external printer included, but this document addresses the most basic delivery configuration.

Terminal Hardware

The following illustrations show the location of the main terminal features and hardware:

Charging the Terminal

After you remove the terminal and accessories from the box, you need to charge the terminal before you can use it. The pre-installed battery has a protective cover on the contacts to prevent the possibility of a short circuit during transport.

To charge the terminal:

1. Turn the terminal over.

2. On the back of the terminal at the bottom, slide the battery cover locking switch to the right.

3. Lift the battery cover off the terminal. You should notice a plastic tab at the top of the battery.

4. Lift the battery from the terminal and remove the plastic tab.

5. Re-install the battery by sliding the thin segment into the terminal, near the charging connectors, and pushing on the bottom of the battery to seat it correctly.

6. Re-install the battery cover on the terminal and slide the lock switch to the lock position on the left and turn the terminal over.

1. Insert the USB cable in the AC outlet and connect the outlet to an AC plug.

2. Insert the micro USB connector in the terminal’s charging port, located on the left side, below the Volume Down button. The terminal begins charging.

Installing the Printer Paper

If the supplied roll of printer paper was not already installed in the terminal when you received it, you will need to install it before you can print any transaction receipts.

To install the printer paper:

1. On the back of the terminal at the top, lift the lever to unlock and open the printer cover.

1. The paper tray contains an illustration of how to install the roll of paper.

1. Place the roll of printer paper in the paper tray, leaving about 2 inches (5 cm) of paper beyond the printer's cutter.

1. Close the printer cover until it snaps into place and remove any excess paper.

Configuring the Terminal Network Connections

The terminal requires a network connection to communicate with the payment processor server to process transactions.

The PAX A920 is a mobile payment terminal that can connect to mobile (LTE) and wireless (Wi-Fi) networks.

Mobile network access is required for delivery and transportation use, but it can also serve as a backup connection if your Wi-Fi network reception is unreliable in certain areas.

Installing the SIM Card

If you plan to use your terminal outside of your usual wi-fi network, you need to install the mobile SIM card, provided by PayFacto or your mobile communications provider. The SIM card will connect you to a mobile network, allowing you to process payments anywhere the terminal has reception. The terminal uses the regular (full) SIM card size.

To install the mobile SIM card: Make sure the terminal is powered off and turn the terminal over.

1. On the back of the terminal at the bottom, slide the battery cover locking switch to the right.

2. Lift the battery cover off the terminal.

3. Lift the battery from the terminal to remove and set aside.

4. The terminal has illustrations for the different cards it can accept. Insert your SIM card in the space identified as SIM1/SAM3 so the diagonal corner is facing the top right side.

1. Re-install the battery by sliding the thin segment into the terminal, near the charging connectors, and pushing on the bottom of the battery to seat it correctly.

2. Re-install the battery cover on the terminal and slide the lock switch to the lock position on the left.

1. Power on the terminal by pressing and holding the Power button for 3 seconds.

The terminal should identify the SIM card and configure the mobile network settings automatically.

Configuring the Terminal Wi-Fi Connection

This section explains how to turn wi-fi on and connect to your network.

To connect to your wireless network:

1. On the terminal’s main screen, touch the Settings icon.

1. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: either 9876 or pax9876@@.

2. Touch the checkmark icon on the keypad when you are done and touch OK.

1. In the Wireless & networks section, touch Wi-Fi.

2. If Wi-Fi is Off, touch the toggle to turn it on. If Wi-Fi is already on, a list of available networks appears.

3. From the list of available networks, touch the name of the network you want to connect to.

4. Enter the password for the selected network and touch CONNECT.

Configuring the Terminal Display Language

By default, the terminal displays all information in English. This procedure explains how to change the terminal’s display language if necessary.

To change the terminal display language:

2. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: either 9876 or pax9876@@.

3. Touch the checkmark icon on the keypad when you are done and touch OK.

4. Scroll to the Personal section and touch Language & input.

5. Touch Language.

6. Scroll to and touch the desired language.

Terminal Activation

PayFacto uses a self-service terminal activation procedure designed to save time while also providing better security. The new activation procedure applies only to countertop and mobile PAX payment terminals using the Android operating system. The new procedure applies to:

• All new merchants activating their terminals for the first time

• Any existing merchants adding new payment terminals

• Any existing merchants receiving replacement terminals

Overview

After you configure the terminal's network connection(s) and power on the terminal, the procedure comprises of 2 parts:

Activate Terminal

After configuring the terminal’s network connection, you need to start the PayFacto payment application to complete the remaining steps. Terminal activation requires you to input a One Time Passcode (OTP) that PayFacto sends to the email address or telephone number registered to your account.

To activate the payment terminal:

1. Touch the PAYMENT icon on the main screen. The Welcome To Your Payment Terminal screen appears.

1. In the top right corner of the screen, your terminal ID (TID) appears; confirm that the number on the screen matches the TID on the label on the back of your terminal. The TID will not appear on your terminal screen after you complete the activation process.

1. Touch anywhere on the screen to begin the activation process.

2. Touch the desired option to receive the OTP.

   Email

Phone Number

1. Touch the Send Code button.

1. If you select Email, look for a message from noreply@payfacto.com.

1. After you receive the 6-digit activation code, use the on-screen keypad to enter the code on the terminal screen.

1. If you enter the code incorrectly, a red exclamation appears to indicate that the code is incorrect.

1. Re-enter the code, or touch Resend Code to obtain a new OTP.

Set Passwords

To prevent unauthorized individuals from changing the terminal’s configuration, you need to set the Administrator and Merchant passwords. These passwords restrict access to certain functions on the terminal.

When setting your passwords, you must respect the following parameters:

• Passwords must be 6 characters long

• The Administrator and Merchant passwords cannot be the same (can’t match)

• You cannot use the same digit 6 times consecutively (for example: 111111 or 777777)

• You cannot use 6 consecutive numbers, either ascending or descending (for example: 123456 or 987654)

To set your Administrator and Merchant passwords:

2. On the Confirm Administrative Password screen, re-enter the password in the Admin Password field and touch the Next icon on the keypad.

3. On the Set Merchant Password screen, use the on-screen keypad to enter a 6-digit password in the Merchant Password field and touch the Next icon on the keypad.

4. On the Confirm Merchant Password screen, re-enter the password in the Merchant Password field and touch the Next icon on the keypad.

Your payment terminal is now ready for use.

Powering the Terminal On or Off

To power the terminal on, press and hold the power key on the right side of the terminal for 2-3 seconds.

1. Press and hold the power key on the right side of the terminal for 2-3 seconds.

Terminal Input Options

Your terminal operators and your customers enter information and respond to prompts using the terminal’s touch screen. The application prompts you and your customers on the next action to perform.

Card Payment Options

There are three (3) ways for a customer to use their payment card with the terminal:

Replacing the Printer Paper

The terminal uses 2 ¼” or 58mm thermal paper rolls to print transaction receipts.

To install the printer paper:

1. On the back of the terminal at the top, lift the lever to unlock and open the printer cover.

1. Place the roll of printer paper in the paper tray, leaving about 2 inches (5 cm) of paper beyond the printer's cutter.

1. Close the printer cover until it snaps into place and remove any excess paper.

Working with the Terminal

Powering the Terminal On or Off

To power the terminal on, press and hold the power key on the right side of the terminal for 2-3 seconds.

1. Press and hold the power key on the right side of the terminal for 2-3 seconds.

Terminal Input Options

Your terminal operators and your customers enter information and respond to prompts using the terminal’s touch screen. The application prompts you and your customers on the next action to perform.

Card Payment Options

There are three (3) ways for a customer to use their payment card with the terminal:

Replacing the Printer Paper

The terminal uses 2 ¼” or 58mm thermal paper rolls to print transaction receipts.

To install the printer paper:

1. On the back of the terminal at the top, lift the lever to unlock and open the printer cover.

1. Place the roll of printer paper in the paper tray, leaving about 2 inches (5 cm) of paper beyond the printer's cutter.

1. Close the printer cover until it snaps into place and remove any excess paper.

Installing the Terminal Charging Base

Before you install and connect the charging base, make sure that the desired location is within reach of an AC outlet and that there is enough space to for the charging base and the terminal when connected.

To install the charging base:

1. Turn the charging base over and locate the USB connection port.

   A920

A920 Pro

1. Insert the cable’s micro-USB (A920) or USB Type-C (A920 Pro) plug into the base’s connection port.

A920

A920 Pro

1. Secure the cable in the guide at the top of the charging base and turn the charging base over.

A920

A920 Pro

1. Connect the cable’s USB plug into the AC adapter’s USB port.

A920

A920 Pro

1. Plug the adapter into an AC outlet. The LED at the bottom edge of the base lights up.

Installing the Terminal Silicone Sleeve

To protect your PAX A920 or A920 Pro terminal from minor impact damage, you should install the silicone sleeve provided with the terminal charging base as the charging base is designed specifically for terminals with the sleeve.

To install the silicone sleeve:

1. Insert the top of the terminal into the sleeve's printer protection until the sleeve fits snugly onto the terminal’s top.

2. Pull the bottom of the sleeve over the bottom edge of the terminal.

3. Repeat for any additional terminals you intend to place on the charging base.

Requirement

To ensure the best charging results, you must use the original AC power adapter that came with your PAX A920 or A920 Pro terminals. The AC power adapter should have the PAX logo printed on one side as shown below:

Overview

Your multi-terminal charging base comes with the following:

Base Components

The following images show the location of the main charging base components:

1. AC power cord

2. Multi-terminal charging bases (x5)

3. USB charging cables (x5)

4. Six (6) outlet power bar

5. Anti-slip rubber pads

The following illustrations show the location of the main terminal features and hardware:

A80 Terminal Overview

This document will introduce you to your payment terminal as well as guide you through the process of preparing and configuring it in order to quickly begin processing payments.

Your PAX A80 payment processing terminal comes with the following:

The RJ-11 cable is not used for terminal communication and may not be included with your terminal.

Configuring the Terminal Network Connections

The terminal requires a network connection to communicate with the payment processor server to process transactions.

The PAX A80 is a countertop payment terminal that can connect to wired (Ethernet) and wireless (Wi-Fi) networks.

Configuring the Terminal Ethernet Connection

This section explains how to enable Ethernet and connect to your network.

To connect to your Ethernet (wired) network:

1. Ensure your network cable is connected in the appropriate connector located on the back of the terminal and make sure the other end of the network cable is connected to a network jack or hub.

3. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: either 9876 or pax9876@@.

5. In the Wireless & networks section, touch Ethernet.

6. If Ethernet is Off, touch the toggle to turn it on.

7. After you toggle Ethernet to On (or if Ethernet is already on), the connected network settings appear.

8. If necessary, you can change the network connection parameters manually by scrolling to the bottom and touching Ethernet Configuration to select and configure the Connection Type.

Terminal Overview

Introduction

The PAX A920 Pro mobile payment terminal is perfect for most applications, whether retail, bar/restaurant, or delivery/transportation. This setup guide describes the following topics:

• Initial terminal configuration

  • Charging the Terminal

  • Installing the Printer Paper

  • Configuring the Terminal Network Connections

    • Installing the SIM Card

    • Configuring the Terminal Wi-Fi Connection

  • Configuring the Terminal Display Language

• Activating the terminal

  • Terminal Activation

  • Activate Terminal

  • Set Passwords

• Working with the terminal

  • Powering the Terminal On or Off

  • Terminal Input Options

  • Card Payment Options

  • Replacing the Printer Paper

A920 Pro Terminal Overview

This document will introduce you to your payment terminal as well as guide you through the process of preparing and configuring it in order to quickly begin processing payments.

Your PAX A920 Pro payment processing terminal comes with the following:

You may also have an optional charger and external printer included, but this document addresses the most basic delivery configuration.

Terminal Hardware

The following illustrations show the location of the main terminal features and hardware:

PayFacto uses a self-service terminal activation procedure designed to save time while also providing better security. The new activation procedure applies only to countertop and mobile PAX payment terminals using the Android operating system. The new procedure applies to:

• All new merchants activating their terminals for the first time

• Any existing merchants adding new payment terminals

• Any existing merchants receiving replacement terminals

Overview

After you configure the terminal's network connection(s) and power on the terminal, the procedure comprises of 2 parts:

Activate Terminal

After configuring the terminal’s network connection, you need to start the PayFacto payment application to complete the remaining steps. Terminal activation requires you to input a One Time Passcode (OTP) that PayFacto sends to the email address or telephone number registered to your account.

To activate the payment terminal:

1. Touch the PAYMENT icon on the main screen. The Welcome To Your Payment Terminal screen appears.

1. In the top right corner of the screen, your terminal ID (TID) appears; confirm that the number on the screen matches the TID on the label on the back of your terminal. The TID will not appear on your terminal screen after you complete the activation process.

1. Touch anywhere on the screen to begin the activation process.

2. Touch the desired option to receive the OTP.

   Email

Phone Number

1. Touch the Send Code button.

1. If you select Email, look for a message from noreply@payfacto.com.

1. After you receive the 6-digit activation code, use the on-screen keypad to enter the code on the terminal screen.

1. If you enter the code incorrectly, a red exclamation appears to indicate that the code is incorrect.

1. Re-enter the code, or touch Resend Code to obtain a new OTP.

Set Passwords

To prevent unauthorized individuals from changing the terminal’s configuration, you need to set the Administrator and Merchant passwords. These passwords restrict access to certain functions on the terminal.

When setting your passwords, you must respect the following parameters:

• Passwords must be 6 characters long

• The Administrator and Merchant passwords cannot be the same (can’t match)

• You cannot use the same digit 6 times consecutively (for example: 111111 or 777777)

• You cannot use 6 consecutive numbers, either ascending or descending (for example: 123456 or 987654)

To set your Administrator and Merchant passwords:

2. On the Confirm Administrative Password screen, re-enter the password in the Admin Password field and touch the Next icon on the keypad.

3. On the Set Merchant Password screen, use the on-screen keypad to enter a 6-digit password in the Merchant Password field and touch the Next icon on the keypad.

4. On the Confirm Merchant Password screen, re-enter the password in the Merchant Password field and touch the Next icon on the keypad.

Your payment terminal is now ready for use.

Initial Terminal Configuration

Charging the Terminal

After you remove the terminal and accessories from the box, you need to charge the terminal before you can use it. The pre-installed battery has a protective cover on the contacts to prevent the possibility of a short circuit during transport.

To charge the terminal:

1. Turn the terminal over.

2. On the back of the terminal at the bottom, slide the battery cover locking switch to the right.

3. Lift the battery cover off the terminal. You should notice a plastic tab at the top of the battery.

1. Lift the battery from the terminal and remove the plastic tab.

2. Re-install the battery and push on the bottom of the battery to seat it correctly.

3. Re-install the battery cover on the terminal and slide the lock switch to the lock position on the left and turn the terminal over.

1. Insert the USB cable in the AC outlet and connect the outlet to an AC plug.

2. Insert the USB Type-C connector in the terminal’s charging port, located on the left side, below the Volume control button. The terminal begins charging.

Installing the Printer Paper

If the supplied roll of printer paper was not already installed in the terminal when you received it, you will need to install it before you can print any transaction receipts.

To install the printer paper:

1. On the back of the terminal near the top, lift the lever to unlock and open the printer cover.

1. The paper tray contains an illustration of how to install the roll of paper.

1. Close the printer cover until it snaps into place and remove any excess paper.

Configuring the Terminal Network Connections

The terminal requires a network connection to communicate with the payment processor server to process transactions.

The PAX A920 Pro is a mobile payment terminal that can connect to mobile (LTE) and wireless (Wi-Fi) networks.

Mobile network access is required for delivery and transportation use, but it can also serve as a backup connection if your Wi-Fi network reception is unreliable in certain areas.

Installing the SIM Card

If you plan to use your terminal outside of your usual wi-fi network, you need to install the mobile SIM card, provided by PayFacto or your mobile communications provider. The SIM card will connect you to a mobile network, allowing you to process payments anywhere the terminal has reception. Mobile network access can also serve as a backup connection if your wi-fi network reception is unreliable in certain areas. The terminal uses the micro-SIM card size.

To install the mobile SIM card:

1. Make sure the terminal is powered off and turn the terminal over.

2. On the back of the terminal at the bottom, slide the battery cover locking switch to the right.

3. Lift the battery cover off the terminal.

4. Lift the battery from the terminal to remove and set aside.

5. The terminal has illustrations for the different cards it can accept. Insert your SIM card in the space identified as SIM1 so the diagonal corner is facing the top left side.

1. Re-install the battery and push on the bottom of the battery to seat it correctly.

2. Re-install the battery cover on the terminal and slide the lock switch to the lock position on the left.

1. Power on the terminal by pressing and holding the Power button for 3 seconds.

The terminal should identify the SIM card and configure the mobile network settings automatically.

Configuring the Terminal Wi-Fi Connection

This section explains how to turn Wi-Fi on and connect to your network.

To connect to your wireless network:

2. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: either pax9876@@ or 9876.

4. On the Settings page, touch Network & Internet.

5. On the Network & Internet page, touch Wi-Fi.

6. On the Wi-Fi page, if Wi-Fi is Off, touch the toggle to turn it on. If Wi-Fi is already on, a list of available networks appears.

7. From the list of available networks, touch the name of the network you want to connect to.

8. Enter the password for the selected network and touch CONNECT.

Configuring the Terminal Display Language

By default, the terminal displays all information in English. This procedure explains how to change the terminal’s display language if necessary.

To change the terminal display language:

2. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: either pax9876@@ or 9876.

4. On the Settings page, scroll to the bottom and touch System.

5. On the System page, touch Languages & input.

6. On the Languages & input page, touch Languages.

7. On the Language preferences page, touch Add a language.

8. On the Add a language page, scroll to and touch the desired language.

1. If the selected language does not appear automatically, you can drag the language to the top of the list, as shown below:

Configuring the Terminal Wi-Fi Connection

This section explains how to turn Wi-Fi on and connect to your network.

To connect to your wireless network:

2. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: either 9876 or pax9876@@.

4. In the Wireless & networks section, touch Wi-Fi.

5. If Wi-Fi is Off, touch the toggle to turn it on. If Wi-Fi is already on, a list of available networks appears.

6. From the list of available networks, touch the name of the network you want to connect to.

7. Enter the password for the selected network and touch CONNECT.

Installing the Printer Paper

If the supplied roll of printer paper was not already installed in the terminal when you received it, you will need to install it before you can print any transaction receipts.

To install the printer paper:

1. On the back of the terminal at the top, lift the lever with the contactless logo to unlock and open the printer cover.

1. Place the roll of printer paper in the paper tray, leaving about 2 inches (5 cm) of paper beyond the printer's cutter as shown in the following example:

1. Close the printer cover until it snaps into place and remove any excess paper.

Connect the Terminal Cables

There are multiple connection ports on the back of the terminal. Countertop terminals generally require AC power and Ethernet connections.

Your configuration may also include a connection to a POS system or an additional PIN pad.

Use the diagram on the back of the terminal to determine where to connect the cables that apply to your configuration. The terminal’s connection ports are shown below:

There are multiple communication ports on the back of the terminal with cable guides. The diagram on the back of the terminal shows where to connect the communication cables, in addition to AC power.

Set Passwords

To prevent unauthorized individuals from changing the terminal’s configuration, you need to set the Administrator and Merchant passwords. These passwords restrict access to certain functions on the terminal.

When setting your passwords, you must respect the following parameters:

• Passwords must be 6 characters long

• The Administrator and Merchant passwords cannot be the same (can’t match)

• You cannot use the same digit 6 times consecutively (for example: 111111 or 777777)

• You cannot use 6 consecutive numbers, either ascending or descending (for example: 123456 or 987654)

To set your Administrator and Merchant passwords:

2. On the Confirm Administrative Password screen, re-enter the password in the Admin Password field and touch the Next icon on the keypad.

3. On the Set Merchant Password screen, use the on-screen keypad to enter a 6-digit password in the Merchant Password field and touch the Next icon on the keypad.

4. On the Confirm Merchant Password screen, re-enter the password in the Merchant Password field and touch the Next icon on the keypad.

Your payment terminal is now ready for use.

Terminal Input Options

The PAX A80 terminal offers an on-screen keypad as well as a physical keypad to enter transaction amounts. Your terminal operators and customers enter information and respond to prompts using either the terminal’s touch screen or physical keypad.

There are three (3) colored function keys on the physical keypad that you can use to confirm, correct, or cancel an operation:

• To confirm an entry, touch OK on the screen or press the green O key

• To correct an entry, touch BACK on the screen or press the yellow < key

• To cancel a function, touch CLEAR on the screen or press the red X key

Configuring the Terminal Display Language

By default, the terminal displays all information in English. This procedure explains how to change the terminal’s display language if necessary.

To change the terminal display language:

2. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: either 9876 or pax9876@@.

4. Scroll to the Personal section and touch Language & input.

5. Touch Language.

6. Scroll to and touch the desired language.

Card Payment Options

There are three (3) ways for a customer to use their payment card with the terminal:

Replacing the Printer Paper

The terminal uses 2 ¼” or 58mm thermal paper rolls to print transaction receipts.

To replace the printer paper:

1. Place the roll of printer paper in the paper tray, leaving about 2 inches (5 cm) of paper beyond the printer's cutter as shown in the following example:

1. Close the printer cover until it snaps into place and remove any excess paper.

Powering the Terminal On or Off

To power the terminal on or off, press and hold the red X key on the physical keypad.

This document will introduce you to your payment terminal as well as guide you through the process of preparing and configuring it in order to quickly begin processing payments.

Your PAX A35 payment processing terminal comes with the following:

There are multiple communication ports available through the multi-function cable. The cable allows you to connect the terminal to:

This section explains how to enable an Ethernet connection and connect to your network.

To connect to your Ethernet (wired) network:

1. Ensure your network cable is connected in the red Ethernet adapter on the multi-function cable and make sure the other end of the network cable is connected to a network jack or hub.

3. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: or pax9876@@.

5. On the Settings page, touch Network & Internet.

6. On the Network & internet page, touch Ethernet.

7. If Ethernet is Off, touch the toggle to turn it on.

8. After you toggle Ethernet to On (or if Ethernet is already on), the connected network settings appear.

9. If necessary, you can change the network connection parameters manually by scrolling to the bottom and touching Ethernet Configuration to select and configure the Connection Type.

Introduction

This document explains how to install the charging base for the PAX A920 or A920 Pro terminal and included silicone sleeve. The charging base makes it easy to recharge the terminal without having to remove the silicone sleeve to ensure that the USB power connector is properly seated in the terminal’s charging port.

Charging Base

Requirement

To ensure the best charging results, you must use the original AC power adapter that came with your PAX A920 or A920 Pro terminal. The AC power adapter should have the PAX logo printed on one side as shown below:

Overview

Your PAX A920 or A920 Pro terminal charging base includes the following components:

A920

1. Charging base

2. 6-foot (180cm) USB to micro-USB cable

3. Protective silicone sleeve

A920 Pro

1. Charging base

2. 5-foot (152cm) USB to USB Type-C cable

3. Protective silicone sleeve

The following illustrations show the location of the main terminal features and hardware:

After configuring the terminal’s network connection, you need to start the PayFacto payment application to complete the remaining steps. Terminal activation requires you to input a One Time Passcode (OTP) that PayFacto sends to the email address or telephone number registered to your account.

To activate the payment terminal:

1. In the top right corner of the screen, your terminal ID (TID) appears; confirm that the number on the screen matches the TID on the label on the back of your terminal. The TID will not appear on your terminal screen after you complete the activation process.

1. Touch anywhere on the screen to begin the activation process.

2. Touch the desired option to receive the OTP.

Email

Phone Number

1. Touch the Send Code button

1. If you select Email, look for a message from noreply@payfacto.com.

1. After you receive the 6-digit activation code, use the on-screen keypad to enter the code on the terminal screen.

1. If you enter the code incorrectly, a red exclamation appears to indicate that the code is incorrect.

1. Re-enter the code, or touch Resend Code to obtain a new OTP.

The terminal requires a network connection to communicate with the payment processor server to process transactions.

The PAX A35 is a countertop payment terminal that can connect to wired (Ethernet) and wireless (Wi-Fi) networks.

• Configuring the Terminal Ethernet Connection

• Configuring the Terminal Wi-Fi Connection

PayFacto uses a self-service terminal activation procedure designed to save time while also providing better security. The new activation procedure applies only to countertop and mobile PAX payment terminals using the Android operating system. The new procedure applies to:

• All new merchants activating their terminals for the first time

• Any existing merchants adding new payment terminals

• Any existing merchants receiving replacement terminals

Overview

After you configure the terminal's network connection(s) and power on the terminal, the procedure comprises of 2 parts:

• Activate the terminal with a One Time Passcode (OTP)

• Set the Administrator and Merchant passwords

To use the charging base, you need only place the terminal(s) vertically on the base so the printer rests in the cradle at the top of the charging base.

A920

A920 Pro

If the status light remains blue after you place the terminal on the base, the terminal is not seated correctly, and not connecting to the base’s gold charging contacts.

LED Status Light

The LED at the bottom edge of the charging base indicates the terminal’s charging status:

By default, the terminal displays all information in English. This procedure explains how to change the terminal’s display language if necessary.

To change the terminal display language:

2. On the Settings screen, touch the Please Input Password field and use the keypad to type the password: pax9876@@.

4. On the Settings page, scroll to the bottom and touch System.

5. On the System page, touch Languages & input.

6. On the Languages & input page, touch Languages.

7. On the Language preferences page, touch Add a language.

8. On the Add a language page, scroll to and touch the desired language.

1. If the selected language does not appear automatically, you can drag the language to the top of the list, as shown below:

The terminal powers on automatically when you connect it to an AC power supply. To power off the terminal, disconnect the AC power supply.

There are three (3) ways for a customer to use their payment card with the terminal:

The PAX A35 terminal offers an on-screen keypad as well as a physical keypad to enter transaction amounts. Your terminal operators and customers enter information and respond to prompts using either the terminal’s touch screen or physical keypad.

To enter an amount or a PIN, you can use either the on-screen or physical keypad.

There are three (3) colored function keys on the physical keypad that you can use to confirm, correct, or cancel an operation:

• To confirm an entry, touch OK on the screen or press the green O key

• To correct an entry, touch BACK on the screen or press the yellow < key

• To cancel a function, touch CLEAR on the screen or press the red X key

Introduction

The PAX A80 countertop payment terminal is perfect for retail and bar/restaurant applications. This setup guide describes the following topics:

• Initial terminal configuration
• Activating the terminal
• Working with the terminal

IM30 Terminal Overview

This document will introduce you to your payment terminal as well as guide you through the process of preparing and configuring it in order to quickly begin processing payments.

Your PAX IM30 payment processing terminal comes with the following:

Terminal Hardware

The following illustrations show the location of the main terminal features and hardware:

IM30 Communication Ports

There are multiple communication ports on the back of the terminal. The port you use depend on the type of vending device you are connecting the terminal to. At a minimum, you will need to connect the MDB-S connector to provide AC power to the terminal. All other connections will be situation-specific. The available communication ports include:

Transaction Management

When using the Secure Payment application, it is helpful to have a list of processed transactions to ensure your bookkeeping is aligned with your business' sales. The terminal can print transaction reports, allowing you to view either detailed or summary information on the transactions and transaction types in the current batch, if your business uses multiple terminals, you need to print reports on those terminals to view their reports.

Detailed reports display a list of every transaction in the current batch, including date, time, transaction type, payment method, invoice number, and amount. Summary reports group the transactions by card type, displaying the total sales, and the number of transactions.

The terminal’s printer (built-in or external) can print transaction reports for the current batch. For reconciliation purposes, you may want to print a report prior to the automated settlement, but it is not a requirement. Printing reports is meant to assist with your bookkeeping.

The available transaction reports are:

Search for a Transaction

You can search for transactions on the terminal to view the details about one or more transactions. If you have multiple terminals operating under the same merchant ID (MID), all transactions from all terminals appear in the list with the most recent transaction at the top of the list. You can search for transactions in the current (open) batch as well as from previous batches.

To search for a transaction:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Transaction History.

1. Touch the Search button.

2. Enter one or more of the following search criteria:

   • An invoice number in the Invoice number field

   • An authorization code in the Authorization code field

   • Touch the Time range field to select a date range for the desired transaction; touch Save to search using the selected date range

3. Touch the Search button. The terminal returns any transaction that meets the selected search criteria.

4. Touch the desired transaction to display the details.

Print Detailed Transaction Report

The detailed report for the current batch of transactions lists each individual transaction’s details. You may want to print the detailed transaction in order to have a printed copy of the transactions prior to processing the the current batch. Printing a detailed report allows you to reconcile each transaction as part of your bookkeeping.

To print a detailed list of transactions for the current batch:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Reports.

1. In the Batch Details section, touch Print Batch Details. The terminal prints the Batch Details Report, listing all transaction details in the current batch for all terminal operators.

2. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to print the detailed transaction report.

Print Batch Summary Report

The summary report for the current batch of transactions allows you to see the totals for each payment method used, including sales, refunds, tips, cashbacks, and fees. You may want to print the summary report to reconcile transactions by payment type as part of your bookkeeping prior to processing the current batch.

To print a summary list of transactions for the current batch:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Transaction History.

3. In the Batch Summary section, touch Print Batch Summary. The terminal prints the Summary Details Report, listing all transactions in the current batch, grouped by card type for all terminal operators.

4. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to print the summary transaction report.

Configuration Settings

The Secure Payment application's App to app module has multiple configurable features and functions. The features and functions apply to all Secure Payment modules you may use, including standalone Payment, SecurePay, SecureTable, Gateway, and Gift Cards.

For the App to app module, the feature you will most likely need to configure is tipping (if that applies to your business), but you can access the following :

• Application Configuration

Accessing Configuration Settings

To access the App to app module's configuration settings:

1. Close (or exit from) the third party payment application.

2. If the App to app main screen does not appear automatically, touch the Secure Payment icon on the terminal's main screen.

1. From the App to app main screen, touch the menu icon at the top-left corner of the screen.

1. Enter the merchant password and touch the Confirm button. The Settings page appears.

Powering the Charging Base On or Off

The multi-terminal charging base has a power switch on the attached power bar, shown below:

• To power on the terminal charging base, make sure the power cord is plugged into a grounded AC outlet and that the power switch is in the On/RESETposition; the switch lights up with a red indicator, as shown below:

• To power off the terminal charging base, you can either push the power switch to the OFF position or unplug the power cord from the grounded AC outlet.

Charging Terminals

To use the charging base, you need only place the terminal(s) vertically on the base so the printer rests in the cradle at the top of the charging base.

If the status light remains blue after you place the terminal on the base, the terminal is not seated correctly, and not connecting to the base’s gold charging contacts.

LED Status Light

The LED at the bottom edge of the charging base indicates the terminal’s charging status:

Installing the Multi-Terminal Charging Base

Before you install and connect the multi-terminal charging base, make sure that the desired location is within reach of an AC outlet and that there is enough space to for the charging base and the terminals when connected.

To install the multi-terminal charging base:

1. Collect the original AC power adapters that were shipped with your PAX A920 or A920 Pro terminals (maximum of 5 per multi-terminal charging base).

1. Turn the multi-terminal charging base over to access the opening on the bottom.

2. Remove any twist ties that secure the charging cables together. Do not remove any of the nylon zip ties as each cable should be long enough to reach an outlet on the power bar.

1. Working one cable at a time, connect the cable’s USB plug into the AC adapter’s USB port.

1. Plug the adapter into an outlet on the power bar.

1. Repeat steps 4 and 5 for each additional charging cable.

2. After you connect all 5 cables to the power bar, plug in the power bar's cable to an available AC outlet.

3. If it is not already, switch the power bar's power button to the On/RESETposition; the switch lights up with a red indicator and the LEDs at the bottom edge of the charging bases light up.

1. Turn the multi-terminal charging base over to place it securely in its desired location. The base is ready to begin charging your terminals.

Installing Terminal Silicone Sleeves

To protect your PAX A920 or A920 Pro terminals from minor impact damage, you should install the silicone sleeves provided with the multi-terminal charging base as the charging bases are designed specifically for terminals with the sleeve.

To install the silicone sleeve:

1. Insert the top of the terminal into the sleeve's printer protection until the sleeve fits snugly onto the terminal’s top.

2. Pull the bottom of the sleeve over the bottom edge of the terminal.

3. Repeat for every terminal you intend to place on the charging bases.

Download the PDF

Search in the documentation sections

If your terminal has a built-in printer, or connects to an external printer, there are several printing options you can configure that determine when a transaction receipt gets printed, as well as the receipt's appearance.

If your terminal is equipped with a printer, you can adjust the printer settings to suit your business needs.

The available printing options are:

Enable Transaction Receipt Printing

If your terminal is equipped with (or connects to) a printer, you can print transaction receipts after the transaction is confirmed. By default, the Secure Payment application's payment module enables the printing on transaction receipts, but you can adjust the setting if needed.

To enable transaction receipt printing

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to enable transaction receipt printing.

Enable Merchant Transaction Receipt

When you enable the printing of transaction receipts, the customer receipt is always available to print, but you can choose whether to print the merchant copy or not. Printing the merchant copy for each transaction allows you to reconcile your individual transactions with the batch processing and the transaction reports.

To enable the printing of the merchant copy of the transaction receipt:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Copies section, slide the Merchant Copy Printouts toggle switch to the right if it isn't already enabled.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to enable the printing of the merchant copy of the transaction receipt.

Select Printout Contrast Level

The payment terminals use thermal paper to print the transaction receipts. You can adjust the level of contrast for the transaction receipts if they are difficult to read. If you have a mobile or portable payment terminal, the contrast level can affect battery usage.

The following table shows examples of each printout contrast level:

To select the transaction receipt contrast level

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Copies section, touch Printout color depth.

4. On the Printout color depth screen, touch the desired contrast level: Pale, Normal, or Dark.

5. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to set the printout contrast level.

Select Which Transactions to Print

In addition to printing receipts for sales transactions, you can print receipts for some non-sales transactions, including:

• Declined credit transactions

• Void transactions

• Completed transactions

• Force post transactions

In addition to the transactions listed above, you can enable or disable the following printer settings:

• Bar code: Prints a barcode on the transaction receipt that identifies the individual transaction; helpful when using a terminal equipped with a scanner when performing refund or void transactions

• Total line on pre-authorization receipts: Adds a total line to the transaction receipt that prints when a pre-authorization is confirmed (usually paired with the tip line)

• Tip line on pre-authorization receipts: Adds a tip line to the transaction receipt that prints when a pre-authorization is confirmed

• Cashback print Signature line: Adds a signature line for cashback transactions for customers to sign as proof that they received the requested cashback amount

• Reverse on declined: Prints the transaction result in white on a dark background for declined transaction

To enable or disable transaction printing and printing options

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Printing receipts section, enable each desired function by sliding the toggle switch to the right or disable functions by sliding the toggle switch to the left.

   Enabled

   Disabled
4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to set which transactions will print a transaction receipt.

Reprint a Transaction Receipt

If a transaction receipt is lost or damaged, you can print a duplicate copy of the receipt.

To reprint a transaction receipt

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Transaction History.

3. Scroll to or search for the desired transaction to reprint.

1. Touch the desired transaction to display the details.

2. Touch Reprint.

1. In the Reprint screen, touch the button for the transaction receipt you want to reprint:

• Merchant copy

• Customer copy

• Both copies

The terminal prints the selected duplicate copy(ies) of the transaction receipt.

Enable Personalized Message on Receipt Footer

You can add a personalized message at the bottom of every printed transaction receipt. Your message can include business hours, social media coordinates, and more. Your message can contain up to 4 lines with 48 characters (including spaces) per line.

To enable a personalized message at the bottom of your transaction receipts

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer.

4. On the Footer option screen, slide the Print footer toggle switch to the right.

5. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to enable a personalized message on the bottom of the transaction receipts.

Configure Custom Footer Message

When you enable printing a personalized message on your transaction receipt footers, you need to configure the message by entering it on one of the four (4) available lines on the receipt footer.

To configure a personalized message at the bottom of your transaction receipts

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer.

4. On the Footer option screen, delete the text in the Footer no. 1 field and enter the first line of your custom message.

5. Repeat step 5 for each additional line you want to use for your personalized message, using the Footer no. 2, Footer no. 3, and Footer no. 4 fields.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to configure the personalized message at the bottom of the transaction receipts.

Edit or Delete Personalized Footer Message

When using a personalized message on your transaction receipt footers, you may want to change or delete some of the message. You can easily adjust the footer text whenever you need.

To edit or delete a personalized message at the bottom of your transaction receipts:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer. The Footer option screen appears.

4. To edit your message, adjust the text in the Footer no. 1, Footer no. 2, Footer no. 3, and/or Footer no. 4 fields as required, as shown in the following example:

5. If you want to delete your personalized message, delete the text in the Footer no. 1, Footer no. 2, Footer no. 3, and Footer no. 4 fields, as shown in the following example:

1. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to change the personalized message at the bottom of the transaction receipts.

Disable Personalized Message on Receipt Footer

If you enabled a personalized message at the bottom of every printed transaction receipt, but you no longer want to use any message on the footer, you can easily disable footer message printing.

To disable a personalized message at the bottom of your transaction receipts

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer.

4. On the Footer option screen, slide the Print footer toggle switch to the left.

5. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to disable personalized messages at the bottom of the transaction receipts.

Disable Merchant Transaction Receipt

If you previously enabled the printing of merchant transaction receipts and you no longer want or need them, you can quickly disable the function.

To disable the printing of the merchant copy of the transaction receipt

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Copies section, slide the Merchant Copy Printouts toggle switch to the left.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to disable the printing of the merchant copy of the transaction receipts.

Disable Transaction Receipt Printing

By default, the Secure Payment application's payment module enables the printing on transaction receipts, but you can disable the function if needed.

To disable transaction receipt printing

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Copies section, slide the Receipt Copy Printouts toggle switch to the left.

4. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to disable the printing of transaction receipts.

Terminal Activation

PayFacto uses a self-service terminal activation procedure designed to save time while also providing better security. The activation procedure applies only to counter-top and mobile PAX payment terminals using the Android operating system.

The activation procedure applies to:

• All new merchants activating their terminals for the first time

• Any existing merchants adding new payment terminals

• Any existing merchants receiving replacement terminals

Overview

After you configure the terminal's network connection(s) and power on the terminal, the activation procedure comprises of 2 parts:

Activate Terminal

After configuring the terminal’s network connection, you need to start the Secure Payment application to complete the remaining steps. Terminal activation requires that you input a One Time Passcode (OTP) that PayFacto sends to the email address or telephone number registered to your account.

To activate the payment terminal:

1. Touch the Tap to continue button to begin the activation process.

2. Touch the desired option to receive the OTP.

1. Touch the Send Code button.

4. Re-enter the code and touch the Confirm & activate button, or touch Resend Code to obtain a new OTP.

Set Passwords

To prevent unauthorized individuals from changing the terminal’s configuration, you need to set the Administrator and Merchant passwords. These passwords restrict access to certain functions on the terminal.

When setting your passwords, you must respect the following parameters:

• Passwords must be 6 characters long

• The Administrator and Merchant passwords cannot be the same (can’t match)

• You cannot use the same digit 6 times consecutively (for example: 111111 or 777777)

• You cannot use 6 consecutive numbers, either ascending or descending (for example: 123456 or 987654)

To set your Administrator and Merchant passwords:

1. On the Set admin password screen, use the on-screen keypad to enter a 6-digit password in the Password field.

2. Re-enter the password in the Confirm new password field.

4. On the Set merchant password screen, use the on-screen keypad to enter a 6-digit password in the Password field.

5. Re-enter the password in the Confirm new password field.

Your payment terminal is now activated and ready for use.

The Secure Payment application's payment module allows you to assign passwords to protect the terminal from unauthorized use. All terminal passwords are 6 numeric (numbers only) characters in length to provide security without slowing down the overall time it takes to process a transaction.

The terminal has 3 types of user passwords:

• Administrator (Admin): Configured during initial terminal activation

• Merchant: Configured during initial terminal activation

• Operator: Configured when creating one or more terminal operators

Information on specific password procedures

For more information on specific password procedures, click any of the following links:

Understanding Password Hierarchy

The terminal uses passwords for different user levels. The user levels follow a hierarchy, and a “higher” level password can enable a function (or override a password) for a “lower” level user.

For example, an operator can use the Merchant password to enable a password-protected sale, while an Administrator password can unlock functions that require a Merchant password.

Password Requirements

When setting passwords on your payment terminal, you must respect the following parameters:

• Passwords must be 6 characters long

• The Administrator and Merchant passwords cannot be the same (can’t match)

• You cannot use the same digit 6 times consecutively (for example: 111111 or 777777)

• You cannot use 6 consecutive numbers, either ascending or descending (for example: 123456 or 987654)

Incorrect Password Entries

If you enter a password incorrectly, the terminal displays an Access refused error message.

Touch the error message to return to the Password field and re-enter the required password.

Forgotten Passwords

If a user forgets a password, the password reset procedure depends on the terminal user profile. The following table explains who can reset which password and which procedure to use:

Change Administrator Password

As part of your original terminal activation, you set an Administrator password. The Administrator password provides access to advanced terminal functions and can also enable password-protected operations. You can change the Administrator password whenever you feel it necessary.

To change the terminal's Administrator password

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Passwords.

4. Scroll to the Set passwords section.

5. Touch Administrators.

6. Enter the current Admin password in the Password field and touch Confirm.

8. Re-enter the new password in the Confirm new password field.

9. Touch the Confirm button; the new Admin password is saved and the Passwords screen appears. If the passwords do not match, a message appears and the password is not changed. Re-enter the password; if needed, touch the Show password icon to ensure the passwords match.

1. If you have more than one terminal, repeat steps 1 to 10 for each additional terminal where you want to change the Admin password.

Change Merchant Password

As part of your original terminal activation, you set a Merchant password. The Merchant password protects against unauthorized users performing certain operations. You can change the Merchant password whenever you feel it necessary.

To change the terminal's Merchant password

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Passwords.

4. Scroll to the Set passwords section.

5. Touch Merchant.

6. Enter the Admin password in the Password field and touch Confirm. Requiring the Admin password prevents unauthorized changes to the Merchant password.

8. Re-enter the new password in the Confirm new password field.

9. Touch the Confirm button; the new Merchant password is saved and the Passwords screen appears. If the passwords do not match, a message appears and the password is not changed. Re-enter the password; if needed, touch the Show password icon to ensure the passwords match.

1. If you have more than one terminal, repeat steps 1 to 10 for each additional terminal where you want to change the Merchant password.

Password Protection for Functions and Transactions

For added security, you can require the Merchant password for certain functions or transactions before the operation can proceed. By default, this security measure is enabled for the following functions and transactions:

By default, all of the operations listed above have password protection enabled. Reimbursement transactions are always password protected, but you can select if the transaction requires the Admin or Merchant password.

You can disable the password protection on certain sales transactions and exiting the Secure Payment application if desired, but that leaves the terminal vulnerable to unauthorized use where any person could perform those functions.

Reimbursement Passwords

As a security measure, the Secure Payment application requires a password before processing reimbursement transactions. You can choose which password to require (Admin or Merchant) or you can disable passwords for reimbursements, depending on your preference. By default, refunds require the Admin password and voids require the Merchant password.

To set the required password for reimbursements

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Passwords.

4. Scroll to the Require password for transactions section.

5. Touch Refund transactions; the Password on refunds screen appears.

1. Select the desired password by touching Merchant or Admin or touch No password to disable password protection for refunds.

1. Touch the Back icon to return to the Passwords screen.

2. Touch Void transactions; the Password on voids screen appears.

1. Select the desired password by touching Merchant or Admin or touch No password to disable password protection for voids.

1. If you have more than one terminal, repeat steps 1 to 10 for each additional terminal where you want to set the required passwords for reimbursement transactions.

Sales Transaction Passwords

By default, less commonly used sales transactions (cash sale, force post, and swiping the payment card) require the Merchant password before they can be processed. You can choose whether or not to require the Merchant password, depending on your preference.

To select password protection for certain sales transactions

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Passwords.

4. Scroll to the Require password for transactions section.

5. Enable the use of the Merchant password by toggling the following switches to the right:

   • Force post

   • Cash

   • Swipe

6. Disable the use of the Merchant password by toggling the previously listed switches to the left.

7. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to set password usage for sales transactions.