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.

• Uninstalling 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.

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 SIM Card

    • Configuring the Terminal Network Connections

  • 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:

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:

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

2. 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:

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

Download the PDF

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.

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

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.

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.

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.

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

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.

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.

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:

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:

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

Download the PDF

Introduction

This document explains how to install the multi-terminal charging base for PAX A920 or A920 Pro terminals and included silicone sleeves.

The multi-terminal charging base makes it easy to recharge multiple terminals without having to remove their protective silicone sleeves.

This setup guide describes the following topics:

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.

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

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

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.

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.

Configuring the Terminal Wi-Fi 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.

Connect the Terminal Cables

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

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

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

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

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.

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

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

Powering the Terminal On or Off

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

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.

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.

Card Payment Options

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

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.

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:

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.

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.

Maitre’D Software Version Requirements

• Maitre’D version 7.08.000.280 or later.

Software Requirements

• Any supported Windows operating system with all latest updates.

• Java SE Runtime Environment.

• Microsoft .NET Framework 3.5.

• Retail Terminal Interface for Semi-Integrated Payment Applications (RTI-SIPA) plugin. (Included with the STPISecure Installer

Hardware Requirements

• SecurePay-Compatible Payment terminal(s)

• 1 Gbps (Gigabit) Ethernet (wired) network or better.

• WiFi network (802.11 ac or better)

• High-Speed Internet connection.

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.

Install Java for Windows

he STPISecure Installer, the STPISecure client software for SecureTable and the RTI-SIPA plugin for SecurePay requires the installation of Java for Windows software. This can be downloaded and installed for free from Oracle’s Java website, .

Please download and install the latest version of Java for Windows for your specific Windows edition (32-bit or 64-bit)

The .NET Framework (pronounced as "dot net") is a software framework developed by Microsoft that runs primarily on Microsoft Windows. Microsoft .NET Framework version 3.5 Service Pack 1 is required before the STPISecure installer can be used to install the STPISecure client or other components, such as the RTI-SIPA plugin.

Enabling Microsoft .NET Framework 3.5 SP1 for Windows 10

On Windows 10, starting with version 1809, Microsoft .NET Framework 3.5 SP1 is included as a standard Windows feature and enabled by default. However, older versions of Windows 10, Enterprise or IoT editions, could be missing this essential component. Here is the procedure to check whether .NET Framework 3.5 SP1 is installed and how to enable it on Windows 10:

1. Click on the Windows 10 Start button and type Control Panel.

2. The Control Panel app should appear as a search result. Click on Open.

1. Within the Control Panel app, click on Programs.

1. Under Programs and Features, select Turn Windows features on or off.

1. The Windows Features list will appear.

1. Look for the feature called .NET Framework 3.5 (includes .NET 2.0 and 3.0).

a. If this feature is not listed, install .NET Framework manually. (See below)

b. If you see a black square in this checkbox, .NET Framework 3.5 is already enabled and no further action is required.

c. If the checkbox is blank, enable it.

1. Click OK on the Windows Features list. This will close the list and apply any changes.

2. Files may be copied and you may be required to restart the PC.

Installing Microsoft .NET Framework 3.5 SP1 manually

or versions of Windows prior to Windows 10 1809, or for some older Enterprise or IoT editions, Microsoft .NET Framework 3.5 SP1 may need to be downloaded and installed manually.

The full installer can be obtained from the official Microsoft download site here:

Microsoft .NET Framework 3.5 SP1

Download the file and double-click it to start the installation process. Follow the on-screen instructions and restart your PC as required.

Installation Process Overview

Here is a quick overview of the entire installation and setup process:

1. Install/enable Microsoft .NET Framework 3.5 SP1.

2. Install the latest version of Oracle’s Java for Windows.

3. Use the STPISecure to installer to install the RTI-SIPA plugin.

4. Configure your POS System.

5. Connect, power up and configure payment terminals.

Before you begin

By default, the payment terminals using SecurePay will communicate with the POS system over TCP port 9999.

• Open TCP port 9999 on the corporate firewall.

• Open TCP port 9999 on the Windows Defender Firewall on the POS system's Back-Office as well as on all POS workstations.

• The wireless network (for wireless payment terminals) needs to be able to communicate with the POS System.

• Each payment terminal needs access to the Internet.

Electronic Funds Transfer Module Setup

Verify the Maitre’D license

Make sure that the Maitre’D Electronic Funds Transfer Interface option is included on the Maitre’D license. To confirm this, simply logon to the Maitre’D Back-Office using appropriate credentials, click on the File menu and select the Licenses option.

This will bring up the license’s properties. Only one option is required for SecurePay to operate properly:

• Interface Electronic Fund Transfer.

If this option is missing, it will need to be purchased before you can use SecurePay. Please contact your local sales representative.

Electronic Funds Transfer (EFT) Interface setup

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Electronic Funds Transfer Module.

1. Click the View menu, and select Options…

1. The Configuration screen opens on the Interface branch.

Interface

Select EFT-RTI v1.0 from the drop-down list.

Ignore the remainder of the settings on this page.

1. Click on the Identification branch.

• Store Number

  Leave this field blank.

  Merchant Name

  Leave this field blank.

  Merchant Number

  Leave this field blank.

  Generate Access Token

  Ignore this option.

  EMV

  Enable this option.

  Use Pre-Authorization

  Enable this option to enable pre-authorization options for bar tabs. This feature only works with select payment processors in the United States.

  Error Message Language

  This field is grayed out and cannot be used with SecurePay.

  Pre-Authorization %

  This field is grayed out and cannot be used with SecurePay.

  Maximum Overflow

  This field is grayed out and cannot be used with SecurePay.

  Automatic EFT Pre-Autho.

  This option will become available once the Use Pre-Authorization option is enabled. Enable this option to use bar tabs. This feature only works with select payment processors in the United States.

  Default Automatic EFT

  Enter the default amount to be used for authorization when opening a bar tab with a credit card. This amount is also used as an increment value if the total of items already ordered is higher than the default amount. For example, if the default value is $25.00, Maitre'D will increment the suggested amount by $25.00 slices, going from $25.00 to $50.00 and then to $75.00 and so on, as needed to cover the current amount of the running tab.

  Single Auto EFT Pre-Autho.

  Enable this option to modify and re-use the existing pre-athorization when the authorized amount is exceeded. Disabling this option will cause a new pre-authorization to be processed every time the authorized amount is exceeded, which requires the card to be re-swiped. Some payment processors don't allow existing pre-authorizations to be modified while others may explicitly require it, so please check with your processor whether you should enable or disable this option.

1. Click on the Operation branch.

• POS Refresh

  Set this value to 5.

  Number of terminals

  Set this value to the number of SecurePay terminals that will be in use.

  End of Day

  Disable this option.

  Operation Trace

  Disable this option.

  Name on EFT Receipt

  Disable this option.

  Order Wait for Confirmation

  Disable this option.

  Alternate Card Masking

  Disable this option.

  Wait for EFT Finalization

  Disable this option.

  Other options

  All the remaining options are grayed-out and cannot be changed. Ignore them.

1. The settings from the Receipt, Payment Device Tip Suggestion, Pay at the Table, Remote Payment Device and Home Page branches don't have any effect on the operation of SecurePay. Please make sure not to change or remove any settings found in these pages, as these could affect the operation of other payment terminals operating with SecureTable.

2. Click OK to save changes and close the options window.

The following instructions describes the installation and configuration process for the Maitre’D POS System.

RTI-SIPA Plugin installation

Note for Maitre'D POS users

On a Maitre'D POS system, the latest version of the STPISecure Installer is bundled with each service pack update. To obtain the latest compatible version of the STPI Secure Installer and ensure optimal compatibility, please install the latest service pack update for your Maitre'D POS system.

Once the Maitre'D service pack update is installed, the STPISecure installer will be located here:

C:\POSERA\MaitreD\PRG\Setup

1. Locate the STPISecureX.X.X.X.exe file, then right-click the file and select Run as administrator.

1. You may see a UAC prompt. Click Yes.

1. Please read the End-User Licence Agreement. If you agree with the terms, select I accept the agreement and click Next>.

1. Select the installation destination for STPISecure files. Accept the default path by clicking Next>.

1. Select the components you wish to install and click Next>. A brief description of each available component is provided below. Install only what you need.

STPISecure Component selection

STPI Client v2.x.x.x

This component is required to use the SecureTable application with wireless payment terminals in a table service environment, with a POS system like Maitre'D, Veloce and others. It can be installed alone or alongside RTI-SIPA v1.xx.x.x if a combination of Wireless PATT terminals and fixed terminals are used.

• TPI Client v1.x.x

  This component is only required with older versions of Maitre'D, such as 7.05.x.x. Do NOT install this component with newer versions of Maitre'D.

  Client InstallAsService Guide

  This component is optional and copies documents to the install folder with instructions on how to setup various clients as services.

  MTI v2.30

  This component is required for the Micros POS system only.

  TPixel Client v1.0.12

  This component is required for the Pixel Point POS system only.

  TPosi Client v1.1.0

  This component is required for the Positouch POS system only.

  VirtualTerminal v1.0.1

  This is an optional component that allows for the software to be tested and demonstrated.

  RTI-SIPA v1.xx.x.x

  This component installs the Retail Terminal Interface for Semi-Integrated Payment Application (RTI-SIPA) plugin files for use with the SecurePay application. This component needs to be installed on the POS system's main Back-Office PC as well as on all POS workstations that will manage a payment terminal. It can be installed alone or alongside STPI Client v2.x.x.x if a combination of Wireless PATT terminals and fixed terminals are used.

1. Select the All Others (POS 4) option and click Next>.

1. Fill in the settings for the RTI-SIPA plugin:

Terminal IP address

Type in the IP address of the payment terminal that will be managed by the POS Workstation where this instance of the RTI-SIPA plugin is being installed.

License merchant token

Type in the License Token that was supplied with the STPISecure license.

License postal code / zip code

Type the Canadian Postal Code or U.S. Zip Code of the merchant.

License store ID

Type the store ID or store name as it appears on the documentation that came with the STPI license.

1. The setup wizard is now ready to begin the automated installation process. Review your settings and click the Install button.

1. You will see various progress bars during the installation process. This could take a few minutes.

a. During the installation, you could see the installation of required components like Microsoft C++ 2008 Redistributables. This will only appear if the component is missing from your system. Otherwise, you will not see this.

b. Select I have read and accept the license terms and click Install.

c. A progress bar will be displayed during the installation process.

d. When the process completes, a confirmation will appear. Click Finish.

1. Once the installation completes, you will see the screen pictured below. Click the Finish button.

Download the PDF

Generic Media Type Mapping For SecurePay

Before you begin

This configuration is optional for most merchants. Before proceeding, make sure that the main media type and individual media type mappings are created for each accepted card brand.

A generic media type mapping may be required to cover the rare cases where a customer may pay with a card that is accepted by the merchant, but not already configured as a mapping in Maitre'D media types. If a dedicated media type mapping does not already exist, the payment would be recorded against the main media type, generally called "CREDIT/DEBIT". The goal of the generic mapping is to have such payments recorded against a media type with a more meaningful name, something like "Other Card Payment" for instance.

Creating the Generic mapping

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Payments menu, and select the Media Types… option.

1. The list of all current media types will be displayed. Click the Add button.

1. A blank Media Type window will open directly on the Media Type branch. Configure according to the information below:

Media Type ID #

The Media Type ID number is automatically determined by Maitre’D when the Media Type is created. Maitre’D will always use the lowest available number between #2 and #23 inclusively.

Description

Enter a meaningful description for this media type. For the Generic mapping, this could be Other Card Payments or something similar. This description will be shown on customer receipts and media reports.

Payment Type

Select the Charge option from the drop-down list.

Payment Surplus

• Select Tip Entry if the merchant accepts tips for servers.

• Select NULL if the merchant does not accept tips.

Configure remaining options per the merchant’s needs and preferences.

1. Click on the Option branch.

Print Receipt (Optional)

Enable this option to allow for a receipt to be printed after the transaction has been processed.

Check on Receipt (Optional)

Enable this option to have the detailed check print on the receipt.

Folio

Disabled. This option needs to be disabled.

Keyboard Input

Disabled. This option cannot be used since the Folio option above also needs to be disabled.

Included in Report

Enable this option so that this media type is shown in Back-Office reports (Recommended). Disabling this option will cause this media type to be hidden in the reports (NOT recommended).

Open Drawer (Optional)

Enable this option to make the cash drawer open when this media type is used.

Configure remaining options per the merchant's needs and preferences.

1. Click on the Card Property branch.

EFT Category

Set this drop-down list to Other EFT.

Type

Set this drop-down list to Credit.

Discount Rate

This option is not supported with EMV protocols and semi-integrated protocols like SecureTable or SecurePay. Leave this value at 0.00.

Tips Credit Fees

Enter the percentage of tips paid to the waiters that will be withheld to cover for fees charged by payment processors. If you do not wish to use this feature, leave it at 0.00.

Electronic Funds Transfer

Enable this option. This option needs to be enabled to block operations that are not compatible with EMV payments, such as Cancel/Reopen Check.

Hide Card Number

Enable this option. It automatically becomes enabled when Electronic Funds Transfer is enabled, so leave it enabled.

Show on Merchant Copy

Disable this option. This option was used by older, non-integrated protocols and caused the credit card number to be printed on the merchant copy of EFT transaction records. This option has no effect with any Electronic Funds Transfer protocol, semi-integrated protocols, SecureTable or SecurePay.

Credit Only

This option is not usable (grayed-out) with most EFT protocols. It is only used with the Datacap - DSIEMVUS semi-integrated protocols to allow Pre-Authorization and PreAuth Capture with select processors that support this feature.

Validation

Disable this option. Validation is only used with fully integrated EFT protocols and has no effect with semi-integrated protocols such as SecureTable or SecurePay.

Expiration

Disable this option. This option automatically becomes enabled when Electronic Funds Transfer is enabled. Make sure to DISABLE it. Otherwise, the POS will request the credit card’s expiration date, which will slow down your operations. This information is already checked by the payment terminal and does not need to be re-validated by the POS.

Debit Card

Disable this option for the generic media type mapping.

Card Validation

All the options in this section must be cleared. Make sure to clear the Custom Card checkbox as well as all the fields in the Card Validation section.

1. Click OK to save changes. The new media type will appear in the list.

The configuration of the generic media type mapping is now completed.

Assign a Payment Terminal to POS Workstation

Each payment terminal using SecurePay needs to be assigned to a POS Workstation. Note that each POS workstation can only drive one payment terminal, therefore the number of payment terminals using SecurePay shouldn't exceed the number of POS workstations.

The following procedure is required to assign a specific payment terminal to a specific POS workstation in Maitre'D.

Procedure

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Workstation menu, and select Options...

1. The list of available POS workstations will appear. Select the POS Workstation to which you want to assign a payment terminal and click Modify.

1. The POS workstation's options will appear. Click the Devices branch on the left of the window, then click the Add button to start adding a new device.

1. In the Add Device dialog, select PIN Pad and click the Setup button.

1. Setup the device as follows:

Type

Select Network from the drop-down list.

Port

This setting is disabled and cannot be configured. Ignore it.

Driver

Select External from the drop-down list.

IP Address

Enter the IP address of the payment terminal.

Port Number

Enter the TCP port number used by the payment terminal. The default value for SecurePay is 9999.

ID

This setting is disabled and cannot be configured. Ignore it.

Idle Message

This setting is disabled and cannot be configured. Ignore it.

Identity

Enter the payment terminal's identity, which is supplied by the payment processor. This is also referred to as Terminal ID or TID.

Prompt for tip

This option has no effect with SecurePay payment termimals, as it will be overridden by the configuration of the SecurePay application installed on the payment terminal.

Print Tip Line

This setting is disabled and cannot be configured. Ignore it.

1. Click OK on the Device Setup dialog to save your changes. The new device will appear in the list:

1. Click OK to save changes to the workstation setup and close this window.

2. Close the POS workstation list, or select another POS workstation and repeat steps 4 to 9 to configure more payment terminals.

Make sure that each payment terminal using SecurePay is assigned to a POS workstation.

Overview

Purpose of this document

This document will cover the configuration required to operate SecurePay with integration to POS systems through the Retail Terminal Interface for Semi-Integrated Payment Applications (RTI-SIPA) plugin.

SecurePay Application

The SecurePay Android application is a bi-directional interface which links the PayFacto payment application to a POS system such as Maitre'D or Veloce. SecurePay automates some operations which previously had to be carried out by the clerk, such as the entry of the sales amount and card brand selection. SecurePay is especially well-suited to quick service environments and drive-through windows, with or without tip management.

Retail Terminal Interface for Semi-Integrated Payment Applications (RTI-SIPA) Plugin

The RTI-SIPA plugin is part of the STPISecure installer package and can be installed as a standalone component. RTI-SIPA's main purpose is to link the POS system and its POS workstations to the SecurePay application which resides on each payment terminal. This plugin will be installed on the POS system's main back-office PC as well as each POS workstation where a payment terminal will be used.

Accurate payment reporting

The integration of SecurePay with various POS systems allows the payment terminal to retrieve guest check data from the POS System. Once a payment has been processed by the payment terminal, SecurePay sends the payment data back to the POS System for reporting purposes. Payment amounts, tip amounts and card brand used are all automatically transmitted to the POS system to allow for accurate reporting.

Compatible with SecureTable

SecureTable and SecurePay can both be used on the same POS system. This allows merchants to use any combination of stationary Pay-at-the-Counter terminals and wireless Pay-at-the-Table terminals. SecureTable and SecurePay share a similar user interface which provides a consistent user experience for customers and employees.

After the Retail Terminal Interface for Semi-Integrated Payment Application (RTI-SIPA) plugin has been installed, configured and running properly on the POS system's Back-Office and POS workstations, make sure that all payment terminals are properly configured so they can communicate with the POS system and the Internet. Android payment terminals are generally shipped with all the necessary applications pre-installed by PayFacto, including the latest version of SecurePay and the latest version of the Payment application. If the SecurePay application appears to be missing, install it using the instructions below.

PAX A920 and A80 Android Payment Terminals

The instructions below were created using the PAX A920 and PAX A80 Android-based Payment terminals and the PAX store. However, the instructions are the same for all Android-based payment terminals, such as other models offered by PAX, AMP terminals or Clover Flex. For brands other than PAX, the mechanism they use to install apps may look different, but the general principle should remain the same.

PAX A920 PAX A80

Before you begin

Before installing SecurePay on your payment terminal, please make sure that the appropriate payment application is installed and configured properly. You may also want to check out our documentation on the PAX A920, A920Pro or A80 terminals or any other Android-based terminal you may be using with SecurePay.

PayFacto Payment Application (For the Canadian market):

Android PayFacto Application - Manual setup of application

PayFacto - Clerk Management

PayFacto Quick Reference Guide

BroadPOS Payment application (For the US market):

Link

PAX A920 Payment Terminal:

Installing the SecurePay Android application

1. Power-up your terminal, and make sure it is connected to the Internet.

2. If any application start automatically, shut them down to reach the Android home screen.

3. From the Android home screen, start the PAXSTORE by touching the appropriate icon.

1. In the PAXSTORE (Application Marketplace), search for SecurePay.

1. Locate the version which is appropriate for your region, and touch the GET button to start thedownload and installation process

1. The details of the application will be displayed. Then, to install the application:

Touch GET

Download starts

Touch INSTALL

Installing

Touch OPEN

1. You can also use the Android Back button to return to the Android home screen and use the installed shortcut to start the application.

The installation of the SecurePay Android application is now complete.

Employee Configurations

To process card payments, employees only need to have access to the Main Credit/Debit media type. This section explains how to achieve the correct configuration for the Maitre'D POS system.

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Employees menu, and select Configuration...

1. The list of all current employee configurations will be displayed. Select the configuration that needs to be modified and click the Modify button.

1. Click on the Media branch.

Media / Payment

Enable the Credit / Debit media type, as well as any other media type required by this employee configuration, such as Cash, Gift Cards, foreign currencies, Room Charge, etc.

1. Click OK to save changes and close this window.

2. Back to the list of employee configurations, select another employee configurations and repeat steps 4 through 6. Do this for all employee configurations.

Once all of your employee configurations are properly configured, you can close the list and close the Point of Sale Control module.

Access SecurePay App Settings

1. From the SecurePay home screen, touch the cog wheel icon ( ) at the top-right of the screen.

2. The FUNCTIONS menu will be displayed. Touch the CONFIGURATION button.

1. You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.

2. The SETTINGS screen will be displayed.

Basic Settings

IP Address

This is the IP address currently assigned to the payment terminal.

Advanced Settings

Touch this link to access the Advanced Settings screen.

Functions Menu

Touch this link to access the Functions Menu screen.

OK

Touch this button to return to the home screen.

Configure Advanced Settings

Setting Password

Configure the password used to access settings. This is also the password that will be requested if the customer enters a tip amount that exceeds the Tip Threshold.

Tip

Enable this option to have the SecurePay application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.

Tip Preset (Select percentages)

Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.

Tip Preset Text Size

Select the text size used to display preset tip percentages. Available choices are Normal, Medium and Large.

Tip Threshold

Enter the maximum allowed tip percentage. Any tip amount that exceeds this percentage will require the settings password to be entered. Setting the percentage to 0% disables the tip threshold validation.

Enable Confirmation

Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.

Auto Start

Enable this option to have the SecurePay application start automatically when powering on the payment terminal.

Request Preauth Before Void

This option is used to determine the behaviour of incremental preauthorizations for bar tabs, when the sale amount exceeds the original preauth amount.

When this option is enabled, a new preauth request will be processed before voiding the old one. The advantage is that the merchant will know for sure that the new preauth is approved before voiding the old one. However, there is a risk that the new preauth could be declined, due to the card's credit limit being exceeded, as both preauths will coexist until the original preauth is voided.

When this option is disabled, the original preauth will be voided before the request for the new preauth is made. With this method, the risk of getting a decline is somewhat lower, but still exists nonetheless. As the new preauth amount is generally higher than the original preauth amount, it could potentially exceed the card's credit limit.

Exit Password Required

With this option enabled, the SecurePay application will request the settings password before closing.

Currency

Select the default currency for your region. Supported currencies are:

• Canadian Dollar (CAD ($))

• United States Dollar (USD ($))

• United Kingdom Pound (GBP (£))

• European Union Euro (EUR (€))

• Australian Dollar (AUD ($))

Enable No-Password Menu

Allow Reports Printing

Enable this option to allow users to access and print the Detailed Report and Summary Report from the No-password menu. If this option is disabled, the reports can still be printed from the FUNCTIONS menu, which requires the settings password.

Allow Receipt Reprinting

Enable this option to activate the Reprint Receipt option in the No-password menu. If this option is disabled, the receipts can still be reprinted from the FUNCTIONS menu, which requires the settings password.

Upload Logs

Enable this option to upload the SecureTable application logs to the PayFacto Cloud services. It is recommended to leave this option enabled.

Allow App Reboot

Enable this option to allow the SecurePay application to restart itself. Note that this only re-initializes the application, and does not involve a full terminal reboot.

Reboot times

This is only visible if Allow App Reboot is enabled. By default, SecurePay is preconfigured with 3 reboot time entries.

• You can edit existing entries by touching the time. A clock will appear which allows you to change the reboot time.

• You can delete existing entries by touching the trash can icon to the right of each entry.

• You can add more entries by touching the Add new button at the bottom of the list.

Allow Terminal Reboot

Enable this option to allow the terminal to reboot after an automatic batch settlement. It is recommended to leave this option enabled.

WiFi Settings

Use this shortcut to configure the payment terminal's WiFi settings.

SAVE

Touch this button to save your changes and return to the home screen.

General use of SecurePay to apply payments

This section will cover the general workflow that users and customers will see when using SecurePay. The workflow will vary slightly based on the SecurePay application's configuration.

Payment process initiated by the POS

With SecurePay, the payment process is always initiated by the POS system. SecurePay cannot be used to initiate a payment directly at the payment terminal.

If you need assistance with the functions of your POS system, please consult the documentation specific to the POS system you are using. Generally speaking, the following operations need to be carried out at the POS before a payment can be applied:

• Ring / order sales items.

• Print a check.

• Select a payment type.

In most POS systems, selecting the payment type that is assigned to card payments will initiate the transaction process on the payment terminal.

Tip Calculation

f the Tip option is enabled in the SecurePay application settings, the tip calculation screen will be displayed.

When the Tip calculation screen appears, the payment terminal needs to be turned towards the customer. The customer has the following options:

• Select one of the pre-set percentages;

• Enter a custom dollar amount;

• Enter a custom percentage;

• Leave no tip at all.

Bill Amount

This section shows the total amount to be paid.

Add a Tip

In this section, the tip presets configured in the Tip Preset Percentages in SecurePay's advanced settings are displayed. Each percentage box also indicates the corresponding dollar amount.

Touching a preset automatically adds the stated tip amount to the transaction.

$

Touch the $ button to enter a custom dollar amount as tip instead of using a preset.

%

Touch the % button to enter a custom percentage of tip instead of using a preset.

NO TIP

Touch this button to skip the tip entry process altogether and leave no tip.

Custom tip amount

The screen below only appears if the customer touches the $ button to enter a custom tip amount.

The customer uses the provided keypad to enter a tip amount, which will make the green CONFIRM button available.

The customer can use the backspace key to correct typing mistakes.

When ready, the customer presses the green CONFIRM button.

Tip Confirmation

If the Enable Confirmation option is enabled in the SecurePay application settings, the tip confirmation screen will appear. This is the last confirmation before the actual payment.

Total amount

This is the total amount to be paid, which is calculated from the check amount plus tip amount.

Bill Amount

This is the amount that was passed from the POS system. It is also known as the Check amount or Invoice amount, depending on the terminology used by the POS system.

Tips (__%)

This field displays the tip amount added. The percentage between parenthesis is calculated from the Bill amount vs. tip amount, and is always rounded to the nearest percentage point.

CONFIRM & PAY

Touch this button to proceed with the actual payment.

CANCEL

Touch this button to cancel the transaction and return to the home screen to start over. A confirmation screen will be displayed before actually cancelling the operation.

Payment

At this point, SecurePay will call the payment application installed on the payment terminal. The prompts that the customer will see will depend on the payment application used and the card type used. For more information on this specific part of the workflow, please consult your payment application's documentation.

PayFacto Payment Process

BroadPOS Payment Process

Payment posting to POS

After the payment has been authorized by the payment application, the payment data will be sent to the POS system. Note that only non-sensitive data is exchanged between SecurePay and the POS system.

Once this is done, the application will return to its home screen.

The payment workflow with SecurePay is now complete, and the application is ready to process the next payment.

Media Type Mappings for SecurePay

Before you begin

In order to get accurate reporting data with SecureTable or SecurePay, media types known as mappings need to be created for each card brand that will be accepted by the merchant. Before beginning, gather information on all the card brands and payment types that are accepted at the restaurant. Obtain this information from the restaurant owner and managers, and from the restaurant’s credit card processor.

Creating mappings for each card brand

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Payments menu, and select the Media Types… option.

1. The list of all current media types will be displayed. Click the Add button.

1. A blank Media Type window will open directly on the Media Type branch. Configure according to the information below:

Media Type ID #

The Media Type ID number is automatically determined by Maitre’D when the Media Type is created. Maitre’D will always use the lowest available number between #2 and #23 inclusively.

Description

Enter a meaningful description for this media type. This should generally be a card brand name such as Visa, MasterCard, AMEX, etc. This description will be shown on customer receipts and media reports.

Payment Type

Select the Charge option from the drop-down list.

Payment Surplus

• Select Tip Entry if the merchant accepts tips for servers.

• Select NULL if the merchant does not accept tips.

Configure remaining options per the merchant’s needs and preferences.

1. Click on the Option branch.

Print Receipt (Optional)

Enable this option to allow for a receipt to be printed after the transaction has been processed.

Check on Receipt (Optional)

Enable this option to have the detailed check print on the receipt.

Folio

Disabled. This option needs to be disabled for cards to be read properly.

Keyboard Input

Disabled. This option cannot be used since the Folio option above also needs to be disabled.

Included in Report

Enable this option so that this media type is shown in Back-Office reports (Recommended). Disabling this option will cause this media type to be hidden in the reports (NOT recommended).

Open Drawer (Optional)

Enable this option to make the cash drawer open when this media type is used.

Configure remaining options per the merchant’s needs and preferences.

1. Click on the Card Property branch.

EFT Category

Set this drop-down list to whichever card brand that needs to be mapped to this media type.

Type

This drop-down list is used to determine the type of payment for the purpose of Sales Recording Modules and fiscal printers. The available settings are described below.

Cash

Select the Cash option for the default cash payment and any other payment involving cash, such as foreign currencies.

Credit

Select this option for all credit card payments.

Debit

Select this option for U.S. Debit and Canadian debit (Interac) payments.

Other

Select this option for all payments which do not fall in any of the above categories. Gift card purchases and Gift Card redeem are common examples of media types where Other needs to be selected.

Discount Rate

This option is not supported with EMV protocols and semi-integrated protocols like SecureTable or SecurePay. Leave this value at 0.00.

Tips Credit Fees

Enter the percentage of tips paid to the waiters that will be withheld to cover for fees charged by payment processors. If you do not wish to use this feature, leave it at 0.00.

Electronic Funds Transfer

Enable this option. This option needs to be enabled to block operations that are not compatible with EMV payments, such as Cancel/Reopen Check.

Hide Card Number

This option automatically becomes enabled when Electronic Funds Transfer is enabled. Leave it enabled.

Show on Merchant Copy

Disable this option. This option was used by older, non-integrated protocols and caused the credit card number to be printed on the merchant copy of EFT transaction records. This option has no effect with any Electronic Funds Transfer protocol, semi-integrated protocols, SecureTable or SecurePay.

Credit Only

This option is not usable (grayed-out) with most EFT protocols. It is only used with the Datacap - DSIEMVUS semi-integrated protocols to allow Pre-Authorization and PreAuth Capture with select processors that support this feature.

Validation

Disable this option. Validation is only used with fully integrated EFT protocols and has no effect with semi-integrated protocols such as SecureTable or SecurePay.

Expiration

Disable this option. This option automatically becomes enabled when Electronic Funds Transfer is enabled. Make sure to DISABLE it. Otherwise, the POS will request the credit card’s expiration date, which will slow down your operations. This information is already checked by the payment terminal and does not need to be re-validated by the POS.

Debit Card

• Enable this option if you are creating a mapping for U.S. Debit or Canadian Debit (Interac).

• Disable this option for credit card brand mappings (Visa, Mastercard, American Express, Discover, etc.).

Card Validation

All the options in this section must be cleared. Make sure to clear the Custom Card checkbox as well as all the fields in the Card Validation section.

1. Click OK to save changes. The new media type will appear in the list.

1. Repeat the previous steps until all required mappings are created. At the end of the process, you should have one mapping for each card brand that is accepted by the merchant.

No Password Menu

The No Password Menu is a simplified version of the Functions menu. It contains basic functions that are useful to employees, while manager functions remain hidden.

1. From the SecurePay home screen, touch the cog wheel icon ( ) at the top-right of the screen.

2. The FUNCTIONS menu will be displayed. The options available from this menu will vary based on your SecurePay application settings.

Print Reports

The Print Reports section will be displayed if the Allow Reports Printing option is enabled in the SecurePay Application Settings.

PRINT DETAILED REPORT

This option prints a report with the details of every card payment processed at the terminal since the last batch closing.

PRINT SUMMARY REPORT

This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.

Receipt

The Receipt section will be displayed if the Allow Receipt Reprintin option is enabled in the SecurePay Application Settings.

REPRINT RECEIPT

This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.

CONFIGURATION

This option brings up the SecurePay application settings.

Full functions menu

The full functions menu contains all the options from the No Password Menu, plus a few more administrative options. To access the full functions menu:

2. The FUNCTIONS menu (no password menu) will be displayed. Touch the CONFIGURATION option.

3. You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.

4. The SETTINGS screen will be displayed. Touch the blue Functions Menu link.

The Functions menu will be displayed. Contrary to the No Password Menu discussed above, all the options shown below are always available, regardless of the status of the advanced settings.

SETTLE BATCH

This option will manually close the current batch.

PRINT DETAILED REPORT

This option prints a report with the details of every card payment processed at the terminal since the last batch closing.

PRINT SUMMARY REPORT

This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.

BACKUP SETTINGS

This option will save all of the current settings to an S3 Bucket cloud location. Backing up the settings allows for quick recovery of the configuration in case the settings get reset to default after a major application update or Android update.

RESTORE SETTINGS

Use this option to restore saved settings. Using this option will override all settings with the ones found in the backup, except for the terminal ID.

REPRINT RECEIPT

This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.

Working with Tips

Being specifically designed with the Hospitality industry in mind, tip management is an integral part of SecurePay. This section focuses on the various options available in SecurePay to facilitate tip management.

Tip options are found in SecurePay's advanced settings. Here is a summary of available tip options:

Tip

Enable this option to have the SecurePay application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.

Tip Preset (Select percentages)

Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.

Tip Preset Text Size

Select the text size used to display preset tip percentages. Available choices are Normal, Medium and Large.

Tip Threshold

Enter the maximum allowed tip percentage. Any tip amount that exceeds this percentage will require the settings password to be entered. Setting the percentage to 0% disables the tip threshold validation.

Enable Confirmation

Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.

Tip Presets

Tip presets are used to simplify and speed up the tipping process by allowing customers to select between pre-calculated tip percentages that are commonly used. Any percentage can be configured, but they need to be realistic for the market in which the terminal is used.

• Up to 3 tip presets can be configured.

• Presets configured at 0% are not displayed.

• The space used by each preset button is automatically adjusted to fit the width of the screen, as demonstrated in screenshots below.

Tip Preset Text Size

The Tip Preset Text Size drop-down allows you to change the font size used to display percentages and amounts in each tip preset. The screenshots below illustrate each available size.

Normal

Medium

Large

Tip Threshold

The Tip Threshold is a control measure to prevent accidental over-tipping. If the tip amount exceeds the set threshold, SecurePay will request the administrator password before applying the tip.

Tip amount is higher than 30% threshold

Tip Confirmation

The tip confirmation screen is an extra step which allows the customer to review the details of the payment in a clear, minimalist display, without any other distractions on the terminal screen.

Tip confirmation enabled

Add tip

Confirmation screen

Payment

Tip confirmation disabled

If tip confirmation is disabled, the confirmation screen is skipped and the terminal proceeds directly to the payment. If the customer notices a mistake once the payment process is started, the transaction needs to be canceled at the payment application which will bring the customer back to the tip calculation screen.

Add tip

Payment

For more details and to quickly see the difference between various configurations, click the drop-downs below:

Using custom tip amount with tip confirmation enabled

Using custom tip percentage with tip confirmation enabled

Using custom tip amount with tip confirmation disabled

Using custom tip percentage with tip confirmation disabled

Comparison: Custom Tip Amount with confirmation enabled/disabled

Comparison: Custom Tip Percentage with confirmation enabled/disabled

Troubleshooting

Microsoft .NET Framework 3.5 is missing

Issue Description:

While attempting to install STPISecure, an error message is displayed:

STPISecure requires Microsoft .NET Framework 3.5.

Please use Windows Update / Windows Features to install this version, and then re-run the installer.

Solution:

Install Microsoft .NET Framework 3.5 through Windows Update or use the "Turn Windows features on or off" option from Add/Remove programs to enable .NET Framework 3.5.

Once Microsoft .NET Framework 3.5 is installed, retry installing STPISecure.

Java is missing

Issue Description:

While attempting to install STPISecure, an error message is displayed:

STPISecure requires Java version 1.8 or newer.

Please install this separately and then re-run the installer.

Solution:

Download and install Java from the Oracle website:

Once Java is installed on your system, retry installing STPISecure.

Starting the SecurePay Application

If the SecurePay application does not start automatically, simply touch the appropriate icon on the Android home screen. A splash screen will briefly be displayed, followed by the SecurePay home screen.

Basic Navigation

Settings

The Settings button is used to access SecurePay's configuration options. This icon appears in the top-right corner of the SecurePay home screen.

Home

When available, the Home button will appear in the top-right corner of the screen. Use it to jump directly to the SecurePay home screen without saving changes.

Back

When available, the Back button will appear in the top-left corner of the screen. Use it to go back to the previous screen without saving changes.

Default Password

The SecurePay application settings are protected by a password. The default password on a new installation is 1234

Exit the SecurePay Application

1. To exit the SecurePay application, swipe the terminal's screen either from the top edge going down, or the bottom edge going up, then touch the Android Home (circle) button.

2. You will be prompted to enter a passcode to exit the application. Enter the passcode and touch the OK button.

Related Topics

Overview

Purpose of this document

This document will cover the configuration required to operate SecureTable using the Maitre’D direct integration to the STPI client.

SecureTable

SecureTable is a universal middleware platform that provides an EMV-Compliant, Pay at the Table (PATT) processing solution that can be connected to a POS (Point of Sale) system. The solution can work in standalone mode as well as integrated to a Point of Sale (POS) system such as Maitre’D, Veloce, Squirrel, Aloha and Micros among other.

“Pull” architecture

SecureTable uses a “Pull” architecture. This means that a payment terminal using SecureTable can initiate the transaction process by Pulling check data from the POS system. In other words, after the guest checks are printed and handed to customers, there is no need for the server to walk back to the POS workstation to apply payments and close guest checks. All payments, including credit, debit and cash, can be applied at the table side, and checks are closed automatically.

By comparison, a traditional "Push" architecture is a system where the transaction would be initiated from the POS system, and check data pushed to the payment terminal. In a table-service restaurant, this process often required the customers to get up and walk to the POS workstation to insert their payment card and enter their PIN using a tethered payment terminal.

Accurate payment reporting

The integration of SecureTable with various POS systems allows the payment terminal to retrieve guest check data from the POS System. Once a payment has been processed by the payment terminal, SecureTable sends the payment data back to the POS System for reporting purposes. Payment amounts, tip amounts and card brand used are all automatically transmitted to the POS system to allow for accurate reporting.

Compatible with SecurePay

SecureTable and SecurePay can both be used on the same POS system. This allows merchants to use any combination of stationary Pay-at-the-Counter terminals and wireless Pay-at-the-Table terminals. SecureTable and SecurePay share a similar user interface which provides a consistent user experience for customers and employees.

Compatibility with third-party payment terminals

If a third-party solution with tethered (wired) payment terminals is already in place and integrated to the POS system, SecureTable can still be used without worry. A configurable table-locking or invoice-locking mechanism prevents accidentally accessing guest checks that are being processed by a payment terminal through SecureTable. This means that establishments can, for example, use wireless payment terminals with SecureTable in the dining room while using tethered payment terminals for the cashier station, bar, pickup counter and drive-through windows.

Full-featured solution through direct integration

With a direct integration, Maitre’D communicates directly with SecureTable’s STPI client through a secure socket connection without using drop-files. This allows Maitre’D to take advantage of all the features offered by SecureTable, without the limitations imposed by using the former TPI client middleware.

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.