Terminal Activation

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 the terminal with a One Time Passcode (OTP)

• Set the Administrator and Merchant passwords

NOTE: If you have multiple new payment terminals, you need to perform the activation procedure on each terminal individually.

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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.

IMPORTANT! To receive the OTP on your phone, your registered phone number must be able to receive text messages (SMS). If you cannot receive text messages, select the email option to get the OTP.

To activate the payment terminal:

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

NOTE: The terminal may need to download host and security parameters; this can take a few moments.

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.

IMPORTANT! If the TID does not match, call PayFacto immediately.

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

2. Touch the desired option to receive the OTP.

   Email

OTP via email address

Phone Number

OTP via phone number

1. Touch the Send Code button.

IMPORTANT! The OTP code is valid for 15 minutes after you receive it. If you wait more than 15 minutes to enter the OTP, the terminal will display an error and you will have to request a new OTP.

1. If you select Email, look for a message from [e-mail].

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.

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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.