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:

• Terminal Hardware

• 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 the terminal with a One Time Passcode (OTP)

• Set the Administrator and Merchant passwords

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.

2. After you enter the OTP correctly, the payment application displays the Set Administrative Password screen to configure your terminal passwords.

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.

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

• Configuring the Terminal Wi-Fi Connection

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.

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.

To power off the terminal:

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

2. Touch the Power off icon and then touch Power off again.

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.

To power off the terminal:

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

2. Touch the Power off icon and then touch Power off again.

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.

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:

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.

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.

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:

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.

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

• Configuring the Terminal Wi-Fi Connection

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:

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

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

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.

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:

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

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.

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.

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

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

• Configuring the Terminal Wi-Fi Connection

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.

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:

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

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.

7. Touch the Back icon twice to return to the main screen.

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.

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. 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.

1. After the terminal displays Connected for the selected network, touch the Back icon to return to the Settings screen.

2. Touch the Back icon again to return to the main screen.

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.

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

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

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

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.

1. Touch the Back icon twice to return to the main screen.

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.

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:

Powering the Terminal On or Off

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

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:

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 Administrative Password screen, use the on-screen keypad to enter a 6-digit password in the Admin Password field and touch the Next icon on the keypad.

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.

Replacing the Printer Paper

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

To replace 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.

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

Installing the T Bracket

The A80 cable attachment is anchored by a T bracket that keeps the attached cables from being accidentally disconnected .

To install the T bracket on the terminal:

1. With the terminal turned over, insert the T bracket into the guides on the underside of the A80 terminal.

1. Slide the T bracket up by pushing it from the bottom towards the top of the terminal.

Securing the T Bracket to the Terminal

To prevent the T bracket and cables from sliding off the terminal, you must next secure the T bracket to the terminal.

To secure the T bracket to the terminal:

1. Place the short metal bracket at the top of the T bracket and insert the long screw at the opening near the top of the terminal.

1. When the end of the long screw comes out of the bottom of the T bracket, place the metal washer over the screw and then thread the thumb nut onto the end of the screw.

1. Using a Phillips head screwdriver, tighten the screw securely (but not excessively) into the thumb nut.

Cable Installation

After you secure the T bracket to the terminal, you must insert the cables. This procedure explains how to install and secure the AC adapter and Ethernet cables; if you have additional cables, connect them to the appropriate port and use the same method to secure them in place.

To install and secure the cables:

1. Beginning with the AC adapter, inserting it in the terminal's cable guide on the left and connect the adapter to the Power port.

1. Insert the Ethernet cable in the terminal's cable guide on the right and connect it to the LAN port.

1. When the cables are properly seated in their ports, gently pull on the cables to remove any excess cable that is higher than the plane of the T bracket.

1. Place the 3-hole metal bracket over the cables, aligned with the screw holes in the T bracket and secure it in place using a Phillips head screwdriver to insert the two short screws.

1. Turn the terminal over and power on the terminal. The completed assembly should resemble the following:

Introduction

This guide will explain how to install the cable attachment bracket for the PAX A80 terminal (part number AZP-310006) designed to prevent the accidental disconnection of cables from the terminal.

The topics covered in this guide include:

• Preparing the Terminal

• Installing the T Bracket

• Cable Installation

Preparing the Terminal

Before you can install the cable attachment to the PAX A80 terminal, you must prepare the terminal by doing the following:

1. Power off the terminal by pressing and holding the red X key on the physical keypad.

1. Turn the terminal over and remove all cables from the terminal's communication ports.

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

The terminal does not have a dedicated power on/off button; it turns on automatically when you connect it to an AC power source and turns off when disconnected from a power source.

To power on the terminal:

1. After you connect the multi-function cable to the terminal and secure the back cover, turn the terminal over.

2. Insert the power cord’s male USB Type-C plug in the open (female) USB Type-C power connector on the multi-function cable.

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

1. Plug the adapter into an AC outlet. The terminal powers on automatically and makes a sound to indicate it is starting.

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

The terminal uses a multi-function cable to provide access to the supported connections. Countertop terminals generally require AC power and Ethernet connections. Your configuration may also include a connection to a POS system.

To connect the multi-function cable:

1. On the back of the terminal at the top, use a #1 Phillips screwdriver to loosen the two screws securing the cover.

1. Remove the cover from the back of the terminal and locate the USB Type-C plug between the slots for the MicroSD and SAM cards.

1. Insert the multi-function cable’s USB Type-C connector into the terminal’s corresponding plug.

1. After you connect the multi-function cable to the terminal, make sure that the strain relief sleeve is seated in the slot at the top of the terminal.

1. Re-install the cover and tighten the two screws to complete the cable installation.

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:

Card Payment Options

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

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.

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.

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

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

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

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.

1. Touch the Back icon to return to the Network & Internet page.

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.

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

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

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

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

6. 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.

1. After the terminal displays Connected for the selected network, touch the Back icon to return to the Network & Internet page.

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:

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

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

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

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:

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 Administrative Password screen, use the on-screen keypad to enter a 6-digit password in the Admin Password field and touch the Next icon on the keypad.

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.

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

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

Prerequisite

Before beginning the terminal configuration process, make sure that the terminal is configured in the PAX Store. Creation of the PAX Store account is typically done as part of deployment prior to delivery to the merchant.

If the terminal is not configured in the PAX Store, you will be unable to complete the entire configuration process. Power down the terminal, contact PayFacto, and have the terminal serial number available.

Connect the Power Cable

Before you can connect the terminal to a vending device, you must connect the power cable, configure the network connections, and configure the software. To access the terminal’s configuration, you must first connect the power cable.

To connect the terminal power cable:

1. Turn the terminal over.

2. Insert the AC adapter’s MDB connector in the MDB-S port.

1. Plug the male end of the AC cord into the AC adapter and plug into an AC outlet.

The terminal powers on, Android starts, and displays the terminal’s main screen.

Power On the Terminal

The terminal does not have a dedicated power on/off button; it turns on automatically when you connect it to an AC power source and turns off when disconnected from a power source.

Configure 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:

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

5. On the Settings page, scroll to the Personal section and 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.

Configuring the Terminal Network Connections

The IM30 unattended payment processing terminal requires network access to communicate with the payment server and process transactions. You can connect the terminal to mobile (LTE), wired (Ethernet), and wireless (Wi-Fi) networks.

• Configuring the Terminal Wi-Fi Connection

• Configuring the Terminal Mobile Network Connection

• Configuring the Terminal Ethernet Connection

You can connect the terminal to multiple network types if you want to ensure network redundancy. Click on the links above to learn how to configure the terminal to each network type.

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:

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

5. On the Settings page, in the Wireless & networks section, touch Wi-Fi.

6. 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 Mobile Network Connection

If you plan to use the terminal without connecting to a Wi-Fi network, you need to install the mobile SIM card, provided by PayFacto or your mobile communications provider. The terminal uses the micro SIM card format. Configuring the mobile network consists of:

• Installing the SIM Card

• Configuring the APN Information

Installing the SIM Card

This section explains how to install the SIM card to enable mobile network access on the terminal.

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 in the middle, use a small Phillips screwdriver to loosen (turn left) the screw that secures the card slot module.

1. Lift the card slot module from the terminal.

2. Locate the SIM slot on the long side of the module.

1. Insert the SIM card as illustrated (clipped corner at the top right).

1. Re-install the card slot module and tighten (turn to the right) the screw using a small Phillips screwdriver to secure the module to the terminal.

2. If necessary, attach the LTE antenna (sold separately) to the threaded connector on the card slot module.

1. Re-connect the power cable to power up the terminal.

Configuring the APN Information

When you receive a SIM card from PayFacto, you need to create and configure the Access Point Name (APN) information. The APN settings allow the terminal to connect to the PayFacto payment server.

If you obtained a SIM card from your mobile communications provider, the APN settings may configure themselves automatically; if they don't, you should contact your provider for the required APN settings.

To create and configure the APN information:

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

5. On the Settings page, in the Wireless & networks section, touch More.

6. On the Wireless & networks page, touch Cellular networks.

7. On the Cellular network settings page, touch Access Point Names.

9. On the Edit access point screen, use the following information to enter the required information in the appropriate fields (do not adjust the other fields):

• Name: Telus

• APN: m2m-east.telus.iot

• Proxy: (leave blank)

Configuring the Terminal Ethernet Connection

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

To connect to your Ethernet (wired) network:

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

5. On the Settings page, 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) and you connect an Ethernet cable to the terminal, the network settings should appear automatically.

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

Confirm the Terminal is Set to Unattended Mode

Before you install the terminal in the vending device, you should confirm that the terminal has been properly configured to operate in unattended mode—that a user is unable to initiate a transaction on the terminal.

To confirm that the terminal is operating in unattended mode:

1. Close any open applications:

   • To close the PayFacto payment application, touch the Exit icon.

   • To close the Gateway PayFacto application, press and hold the Welcome / Bonjour text for five (5) seconds, enter the Merchant password, touch OK, and then touch Exit Application.

2. On the terminal’s main screen, touch the PayFacto icon to start the payment application.

3. Touch the Action button on the main screen.

4. Touch Settings.

5. Enter the Merchant password and touch OK.

6. Touch Host Options.

7. Touch Process parameters download.

8. Touch OK to confirm the host download.

9. After the download completes successfully, there are two possible results:

   • The application’s screen displays Welcome/Bonjour and Unattended terminal, indicating the terminal is correctly configured in unattended mode.

   • The application’s number pad appears, which indicates that the terminal is not configured for unattended mode.

Connect Terminal to a Vending Device

Due to the many different vending devices available, this guide does not include specific physical installation instructions.

General Installation Guidelines

The following points are some general installation guidelines to consider:

• Use the supplied M4 nuts to secure the mounting bracket’s outermost openings to M4 screws on the inside wall of the vending device.

• Prior to fitting the terminal in the vending device, securely connect the vending device’s digital I/O and MDB cables to the appropriate ports on the rear of the terminal.

• If you are using an Ethernet cable to connect the terminal to a network, ensure that the cable is properly seated in the port.

• Secure the terminal to the mounting bracket using the supplied M4 screws.

• Insert the AC adapter’s MDB connector in the MDB-S port.

• If it does not start automatically after you connect the AC power, touch the Gateway PayFacto icon on the main screen to start the application.

• Refer to the PAX IM30 Quick Setup Guide (included in the box with the terminal) for general precautions and operational specifications.

Post-Installation Maintenance

Although the IM30 unattended payment processing terminal is configured to receive updates automatically, you may need to perform some maintenance after you install the terminal to the vending device.

The primary maintenance tasks that may be required after initial installation include:

• Changing or configuring network connections

• Changing the terminal's language settings

To perform any of these tasks, you must:

• Disconnect the power to the terminal; either by disconnecting the MDB-S connector from the back of the terminal or by disconnecting the AC adapter cord.

• Disconnect any cables from the 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.

2. After you enter the OTP correctly, the payment application displays the Set Administrative Password screen to configure your terminal passwords.

PayFacto uses a self-service terminal activation procedure designed to save time while also providing better security. The new activation procedure applies only to 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

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.

2. After you enter the OTP correctly, the payment application displays the Set Administrative Password screen to configure your terminal passwords.

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 Administrative Password screen, use the on-screen keypad to enter a 6-digit password in the Admin Password field and touch the Next icon on the keypad.

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

2. 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.

3. 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.

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:

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

Powering the Terminal On or Off

The terminal powers on automatically when you connect it to a vending device’s MDB plug and the vending device is connected to an AC power supply. To power off the terminal, disconnect the MDB plug or the vending device’s AC power supply.

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:

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.

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:

• Batch details

• Batch summary

Additionally, you can search for individual transactions using the Search for a Transaction procedure.

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.

Download the PDF

The Secure Payment App to app module provides payment processing to merchants who use a non-PayFacto terminal payment application. The App to app module is different from the SecurePay, SecureTable, and Gateway modules as there is no communication between the Point of Sale (POS) system and the payment terminal.

Operation of the App to app module more closely resembles the Payment module in standalone mode. The merchant enters the amount of the sale on a third-party terminal application and then the App to app module receives the sale information and processes the sale using the PayFacto servers.

The interface of the third party terminal application used to enter the sale amount can be (and likely is) different from the Secure Payment interface. Any amount for tip, cashback, or fees (where applicable) is added using the Secure Payment interface, as is the prompt to present the card and the authorization server results.

What are covered in this guide

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

• Enable Merchant Transaction Receipt

• Select Printout Contrast Level

• Select Which Transactions to Print

• Reprint a Transaction Receipt

• Enable Personalized Message on Receipt Footer

  • Configure Personalized Footer Message

  • Edit or Delete Personalized Footer Message

  • Disable Personalized Message on Receipt Footer

• Disable Merchant Transaction Receipt

• Disable Transaction Receipt Printing

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