Accessing Configuration Settings

To access the SecureTable module's configuration settings:

1. From the SecureTable home screen, touch the menu icon at the top-left corner of the screen.

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

Duplicate Transaction Options

When using the SecureTable module, you can choose the terminal's behavior when a communication issue causes a transaction to appear a second time (a duplicate version). By default, the terminal reposts the transaction, but you can choose to disable the duplicate transaction on the terminal.

To set the terminal's duplicate transaction behavior:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch SecureTable options.

1. Scroll to the Duplicate transaction prevention section.

2. Touch the option you wish to use for the terminal:

   • Repost

1. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal to configure the terminal's behavior for duplicate transactions.

Connection Settings

The SecureTable module allows you to view the connection settings to your POS system. You can also test the SecureTable module's connection to the STPI server if needed. The connection settings should not be modified unless specifically instructed to do so by PayFacto support. Changing the settings may affect the terminal's ability to communicate with the POS.

To view the terminal's network connection settings:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch SecureTable options.

1. In the Connection section, review the information that appears.

• STPI Connection Address: The address the terminal uses to connect to the STPI server (can be a URL or IP address).

• Test STPI Connection: Touch this button to test the terminal's connection to the STPI server.

• STPI Port Number: The port number the terminal uses when communicating with the STPI server.

1. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal to review the terminal's connection settings.

Split Calculation Options

When using the SecureTable module, servers can split the bill for a table in equal or unequal parts. By default, the SecurePayment module is configured to only split checks for card payments, but you can enable cash as an option when splitting checks.

To enable or disable the cash payment option when splitting checks:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch SecureTable options.

1. Scroll to the Split calculator options section.

1. Enable the use of cash when calculating split checks by sliding the Cash toggle switch to the right or disable the cash option by sliding the toggle switch to the left.

1. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal to configure the Cash option for split checks.

Select POS Type

When working with the SecureTable module, you can select the POS type the terminal communicates with. You should not need to change the POS type if your system was working properly with its initial configuration, but you may need to make a change if you install a new POS or if directed by a PayFacto support agent.

To select the POS type for the SecureTable module:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch SecureTable options.

1. Scroll to the POS type section and touch the name of the POS you want to use with the payment terminal; the available options are:

• Maitre'D

• Squirrel POS

1. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to configure the POS type.

Table Search Options

When using the SecureTable module, you terminal operators can search for the correct bill using multiple search parameters. The available search parameters include:

• Search by table number: Use an assigned table number to find the bill(s) associated to the table.

• Search by check number: Use a known check number to find the desired bill(s).

• Employee number required: Use an operator's number to locate the desired bill(s).

• Show tables as deliveries: Show assigned table numbers as delivery items for use with to-go or delivery orders.

To set the table search options for the SecureTable module:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch SecureTable options.

1. Scroll to the Table search options section.

2. Enable the desired table searching options by toggling the following switches to the right:

   • Search by table number

1. Disable table searching options by toggling the previously listed switches to the left.

2. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to configure the table searching options.

Training Mode

The terminal has a training mode that allows users to process transactions in a simulated environment allowing them to learn and understand the terminal’s various functions. When in training mode, the terminal does not communicate with the server, and it functions even when the terminal has no network connection. The available options for training mode are:

• Enable Training Mode

Configuration Settings

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

For the SecureTable module, the feature you will most likely need to configure is tipping, but you can access the following configuration menus:

Topics that are included:

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.

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.

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.

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.

Printing Options

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:

Disable Training Mode

When you enable training mode, the terminal is unable to process any transactions. To resume transaction processing, you need to disable training mode.

Password Requirements

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

• Passwords must be 6 characters long

Getting Support

The Secure Payment application offers 24/7 customer and technical support.

To access the support menu:

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:

• (refund and void)

Tipping and Cashback

You can configure your terminal to add a tip to the total sale. You can also configure cashback options for debit transactions (if supported). The topics covered in this section include:

Tipping

Cashback

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.

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.

When you enable training mode, the terminal does not process any actual transactions and has no communication with any other device, everything occurs on the terminal.

To enable training mode:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Help & training tools section.

3. Touch Training mode.

1. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to enable training mode.

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.

Exiting the Application

Should you need to leave the Secure Payment application, there are two methods available:

• Using the Android Back button

• Using the Exit menu from the Settings page

To exit the application using the Android Back button:

1. From the main screen, touch the Android system Back button, found on the bottom left third of the screen.

1. Enter the merchant password and touch Confirm.

To exit the application using the Exit menu on the Settings page:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Help & training tools section.

3. Touch Exit.

1. Touch the Confirm button to exit the application.

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.

About Secure Payment

The About menu displays information about the terminal and the the installed software version. You may be asked by the PayFacto support team to reference this information, but none of the fields are editable.

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.

The hierarchy of passwords is the following:

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:

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.

Passwords

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:

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.

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.

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.

If you are unable to remember the required password, you can use the Merchant or Administrator password, depending on which password you can't remember. Refer to or for more information on which passwords can "override" others.

Reprint a Transaction Receipt

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

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.

Application Exit Password

By default, the Secure Payment application's payment module requires the Merchant password before you can exit. You can choose whether or not to require the Merchant password, depending on your preference.

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.

The Secure Payment application's payment module includes tools for training and user assistance.These include:

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.

Enable Cashback

If you want to offer your customers the ability to withdraw cash in addition to their purchase, you can do so for debit card transactions only. By default, cashback is disabled on the terminal.

To enable cashback for a debit sale:

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 Terminal options.

Preset Cashback Amount

When you enable cashback for a debit transaction, the terminal automatically displays three preset values (defaults are $20, $40, and $60) as options to the customer. The customer can touch one of the preset values or manually enter an amount for cashback.

To view the preset cashback amounts:

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 Terminal options.

Change a Preset Cashback Amount

When you enable cashback for debit transactions, the terminal automatically offers preset cashback values to the customer. By default, the preset amounts are set to 20, 40, and 60, but you can easily change one or more of these values as needed.

To change a preset cashback amount:

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 Terminal options.

Require Customer Signature for Cashback

As a security measure, you can require customers receiving any cashback amount to confirm they received the cash by signing on the merchant copy of the transaction receipt. By default, this feature is disabled.

When you enable this function, the terminal prints a signature line on the transaction receipt where the customer can sign as proof that they received the requested cashback amount.

To enable or disable the signature line for cashback transactions:

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, scroll to the Cashback print Signature Line and slide the toggle switch to the right. To disable the printing of the signature line on the transaction receipt, slide the toggle switch to the left.

Disable Cashback

By default, cashback is disabled on the terminal. If you've enabled cashback, you can easily disable the function if needed.

To disable cashback for a debit sale:

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 Terminal options.

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

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.

1. 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.

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.

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.

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.

Enable Tipping

If your business includes the option to tip, you can enable tipping on the terminal, where the customer can add a tip value in addition to the sale. By default, tipping is disabled on the terminal.

To enable tipping in addition to the sale:

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 Terminal options.

Preset Tip Percentage

When you enable tipping, the terminal automatically displays three preset percentages (default values are 15%, 18%, and 20%) as options to the customer. The customer can touch one of the preset values or manually enter an amount for the tip.

To view the preset tipping percentages:

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 Terminal options.

Enable Manual Tip Percentage

When you enable tip processing, the terminal automatically offers preset percentage values to the customer. You can also offer the opportunity for customers to enter their own percentage value. By default, the manual tip percentage option is enabled on the terminal and applies automatically whenever you activate the tip processing option.

To enable the manual tip percentage option:

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 Terminal options.

Change a Preset Tip Percentage

When you enable tip processing, the terminal automatically offers preset percentage values to the customer. By default, the preset percentage values are set to 15, 18, and 20, but you can easily change one or more of these values as needed.

To change a preset tip percentage:

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 Terminal options.

Change Tip Preset Text Size

When you enable tip processing, the terminal automatically offers preset percentage values to the customer. By default, the preset percentages use the Normal text size to display the values, but you can choose to use Large or Very Large text to suit your requirements, as shown in the following examples:

To change the text size for the preset tip percentages:

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 Terminal options.

Enable Tipping Threshold

There can be situations where your customers may accidentally enter a manual tip percentage incorrectly and leave a larger tip than planned. By default, the terminal enables a tipping threshold that requires the Merchant password for any tip over 50% of the initial sale amount (for example, a $55 tip on a $100 bill). You can disable or adjust the threshold value if needed.

To enable the tipping percentage threshold:

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 Terminal options.

Set Tipping Threshold

When you enable the tipping threshold, you can set a custom percentage as the value where the Merchant password is required. By default, the terminal set the threshold value at 50%, but you can adjust it if needed.

To change the tipping percentage threshold:

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 Terminal options.

Disable Manual Tip Percentage

By default, the manual tip percentage option is enabled on the terminal and applies automatically whenever you activate the tip processing option; you can easily disable the function if needed.

To disable the manual tip percentage option:

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 Terminal options.

Disable Tipping

By default, tipping is disabled on the terminal. If you've enabled tip processing, you can easily disable the function if needed.

To disable tipping from a sale:

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 Terminal options.