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PAX PX7 - User Manual

PAX PX7
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One Blue Hill Plaza, 16
th
Floor, PO Box 1546
Pearl River, NY 10965
1-800-722-6374
(Voice) 845-920-0800 (Fax) 845-920-0880
PAX PX7 Pinpad
This document provides step-by-step instructions on installing, configuring settings, and processing transactions in
CRE/RPE using the PAX PX7 Pinpad. Must be on CRE Version 13.xxx to use all features in this document.
This device is configured for an Ethernet interface.
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PAX PX7 Specifications

General IconGeneral
ConnectivityWiFi, Bluetooth, 4G LTE
Card ReaderMagnetic stripe
Operating SystemAndroid
CertificationsPCI PTS 5.x, EMV L1 & L2
Payment MethodsCredit, debit, contactless, mobile payments
Display Resolution320 x 480 pixels

Summary

Revision History

Installing PAX PX7 Stylus

Installing the stylus

Step-by-step guide to connecting the stylus to the pinpad.

Remove Smart Card Reader Plug

Removing the EMV receptacle plug

Procedure to remove the plug for EMV card insertion.

How to Restart the PAX PX7

Restarting the device using the reset button

Instructions for restarting the PAX device via the reset button.

Connecting Ethernet and Power

Connecting the Ethernet cable to LAN1

Guide to connecting the Ethernet cable to the designated LAN1 port.

Connecting the power cord and adapter

Steps to connect the power cord and adapter to the pinpad.

Configuring PAX Communication Port for TCP;IP

Accessing the Confirmation Menu

Steps to access the confirmation menu using keypad buttons.

Entering the password for menu access

Procedure for entering the password to access device menus.

Navigating to Communication Options

Steps to navigate to the communication options menu.

Selecting ECR Communication Type

Choosing the correct ECR communication type, such as Ethernet.

Confirming the Communication Port

Verifying the communication port number, typically 10009.

Setting Communication Protocol to TCP;IP

Configuring the device to use the TCP/IP communication protocol.

Accessing LAN Parameters

Navigating to the LAN Parameters screen for network settings.

Configuring IP Address

Steps to view or enter the static IP address for the pinpad.

Setting LAN Type to Static

Configuring the LAN type to Static instead of DHCP.

Confirming or Changing IP Address

Verifying the IP address and optionally entering a new one.

Configure PAX PX7 Not to Prompt for Debit

Accessing Merchant Settings

Steps to access the merchant settings menu on the pinpad.

Navigating to Authorizations

Steps to access the authorizations section within merchant settings.

Disabling the Debit Prompt

Turning off the debit prompt feature on the pinpad.

Returning to the Splash Screen

Navigating back to the main screen after configuration.

Configure PAX PX7 to Prompt for Debit

Accessing Merchant Settings

Steps to access the merchant settings menu on the pinpad.

Navigating to Authorizations

Steps to access the authorizations section within merchant settings.

Enabling the Debit Prompt

Turning on the debit prompt feature on the pinpad.

Returning to the Splash Screen

Navigating back to the main screen after configuration.

Configure PAX PX7 to Prompt for Cashback

Accessing Merchant Settings

Steps to access the merchant settings menu on the pinpad.

Navigating to Additional Prompts

Accessing the additional prompts section for more options.

Enabling Cashback Prompt

Turning on the cashback prompt option on the pinpad.

Enable PAX PX7 for Contactless Payments

Accessing Operation Settings

Steps to access the operation settings menu on the pinpad.

Navigating to Peripherals

Accessing the peripherals settings for device configurations.

Configuring Contactless Card Reader

Enabling the contactless card reader function.

Configure PAX PX7 in CRE for Credit;Debit Payments

Accessing Setup Screen

Navigating to the setup screen within the CRE software.

Selecting Credit;Debit Processing

Configuring the system to process credit and debit card payments.

Setting Payment Processor to Pax (TCP;IP Interface)

Selecting the PAX pinpad as the payment processor.

Entering Static IP Address and Port Number

Inputting the IP address and port number for the PAX device.

Optional Configuration Settings

Configuring optional features like debit card processing and pole display.

Configure CRE for PAX PX7 to Prompt for Debit

Accessing Setup Screen

Navigating to the setup screen within the CRE software.

Selecting Credit;Debit Processing

Configuring the system to process credit and debit card payments.

Unchecking Process Debit Cards

Disabling the processing of debit cards through the credit card processor.

Configure PAX PX7 in CRE for EBT Payments

Accessing Setup Screen

Navigating to the setup screen within the CRE software.

Selecting EBT Processing

Configuring the system to accept EBT payments.

Enabling EBT Payment Methods

Selecting which EBT payment methods to accept.

Configure PAX PX7 in CRE for Gift Card Payments

Accessing Setup Screen

Navigating to the setup screen within the CRE software.

Selecting Gift Card Processing

Configuring the system to accept gift card payments.

Configure PAX PX7 to Accept Tips

Accessing Setup Screen

Navigating to the setup screen within the CRE software.

Selecting Credit;Debit Processing

Configuring the system to process credit and debit card payments.

Configuring Tip Options

Setting up options for printing tip lines and prompting for tips.

Configure CRE to Prompt for Tip Immediately After Sale

Accessing Setup Screen

Navigating to the setup screen within the CRE software.

Selecting Payment Processing and Tips Tab

Navigating to the payment processing and tips configuration area.

Enabling Prompt For Tip Immediately After Sale

Activating the feature to prompt for tips immediately after a sale.

Perform Credit Card Sale with Tips Enabled

Opening Table and Ringing Up Item

Starting a transaction by opening a table and adding items.

Selecting Credit Card as Tender Type

Choosing credit card as the payment method.

Entering Credit Card Information

Inputting credit card details or preparing for card insertion.

Inserting EMV Chip Card

Inserting the EMV chip card into the pinpad.

Removing Card When Prompted

Instruction to remove the card after transaction processing.

Transaction Approved Message

Confirmation message indicating successful transaction.

Restaurant Copy Receipt

Example of the restaurant copy of the transaction receipt.

Customer Copy Receipt

Example of the customer copy of the transaction receipt.

Entering Tip Amount

Inputting the tip amount on the pinpad.

Confirming the Tip Amount

Verifying the entered tip amount for the transaction.

Processing Tip

Waiting for the system to process the tip addition.

Tip Applied Confirmation

Confirmation message for the applied tip.

Apply Tips via Administrative Menu

Accessing Credit Card Settlement

Navigating to the credit card settlement section.

Adding Tip via Credit Card Tips Menu

Using the 'Add Tip' button to apply tips.

Entering Invoice Number

Inputting the invoice number for tip application.

Entering Tip Amount

Inputting the desired tip amount.

Confirming Tip Amount

Verifying the entered tip amount.

Processing Tip

Waiting for the system to process the tip addition.

Tip Applied Confirmation

Confirmation message for the applied tip.

Perform Credit Card Sale with Prompt for Tip

Opening Invoice and Adding Item

Starting a transaction by opening an invoice and adding items.

Selecting Credit Card Payment

Choosing credit card as the tender type for payment.

Entering Tip Amount on PAX Device

Inputting the tip amount directly on the PAX device.

Inserting or Swiping Credit Card

Performing the credit card transaction via insertion or swipe.

Processing Transaction

Waiting for the device to process the credit card transaction.

Removing Card Prompt

Instruction to remove the card after processing.

Transaction Approved Message

Confirmation message indicating successful transaction.

Customer Receipt Details

Information shown on the customer's transaction receipt.

Store Receipt Details

Information shown on the store's transaction receipt.

Perform Credit Card Sale with EMV in CRE

Selecting Credit;Debit and Credit

Choosing credit as the payment type on the CRE screen.

Inserting EMV Chip Card

Inserting the EMV chip card into the pinpad.

Processing EMV Transaction

Waiting for the EMV transaction to be processed.

Signature or PIN Entry

Prompt for signature or PIN entry depending on card.

Removing Card Prompt

Instruction to remove the card after processing.

Transaction Approved Message

Confirmation message indicating successful transaction.

Receipt Signature

Details about signature on the transaction receipt.

Perform Credit Card Sale with Contactless Card

Selecting Credit;Debit and Credit

Choosing credit as the payment type on the CRE screen.

Tapping Contactless Card

Initiating the transaction by tapping the contactless card.

Processing Transaction

Waiting for the device to process the contactless transaction.

Signing on Screen

Providing a signature on the device's screen.

Transaction Completion

Confirmation that the transaction is now completed.

Receipt Card Entry Method

Receipt details showing contactless EMV and signature.

Perform Debit Card Sale in CRE

Selecting Credit;Debit and Debit

Choosing debit as the payment type on the CRE screen.

Selecting Debit Option and Cash Back

Choosing the debit option and handling cashback requests.

Swiping Debit Card

Swiping the debit card on the pinpad.

Entering PIN for Debit Card

Inputting the PIN for debit card authorization.

Perform EBT Food Stamp Sale

Selecting EBT and EBTFoodStamp

Choosing EBT as payment and selecting EBT FoodStamp.

Swiping EBT Card

Swiping the EBT card on the pinpad.

Entering PIN for EBT Card

Inputting the PIN for EBT card authorization.

Transaction Approved Message

Confirmation message indicating successful transaction.

Receipt Displaying Sale Type

Details on the receipt showing the type of EBT sale.

Perform EBT Cash Sale with Cashback

Selecting EBT and EBTCash

Choosing EBT as payment and selecting EBT Cash.

Selecting Cashback Amount

Choosing a cashback amount or declining cashback.

Entering EBT Card PIN

Inputting the PIN for EBT cash sale authorization.

Transaction Approved Message

Confirmation message indicating successful transaction.

Receipt Details for Cashback

Receipt showing cashback amount and transaction details.

Perform Debit Sale with PAX PX7 Prompting for Debit

Selecting Credit Card and Debit

Choosing credit card and then debit as the payment type.

Selecting Debit Option

Choosing the debit option on the pinpad.

Entering PIN for Debit Card

Inputting the PIN for debit card authorization.

Processing Transaction

Waiting for the device to process the debit card transaction.

Transaction Approved Message

Confirmation message indicating successful transaction.

Perform Manual Card Entry via PAX PX7 Keypad

Selecting Credit;Debit and Credit

Choosing credit as the payment type on the CRE screen.

Entering Card Number

Inputting the complete credit card number using the keypad.

Entering Expiry Date

Inputting the credit card expiry date (MMYY).

Entering CVV2 Code

Inputting the CVV2 code from the back of the card.

Entering Address and Zip Code

Inputting optional address and billing zip code.

Signature or Bypass

Signing on the screen or hitting cancel for a signature line.

Transaction Approved Message

Confirmation message indicating successful transaction.

Perform Settlement and Set Up Auto Settlement

Manually Settling Transactions

Steps to perform manual settlements via the Administrative menu.

Clicking Settle Button

Initiating the settlement process by clicking the Settle button.

Processing Message

Display indicating the settlement process is running.

Return to Splash Screen

The device returns to the main screen after settlement.

Confirm Settlement Completion in CRE

Verifying successful settlement completion within the CRE software.

Setting Up Auto Settlement

Enabling and configuring automatic settlement settings.

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