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PAX PX5, Manual

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Performing a settlement/batch close and Setting up Auto Settlement  

If performing Manual Settlements, settling must be done on each station that has a PAX device. Alternatively, if setting up Auto 
Settlement, this must be enabled on each station that has a PAX device. NOTE: using Auto Settlement is NOT recommended if you 
are set up to take tips. 

**

NOTE

: Settlements MUST be completed through CRE/RPE. If you receive an error when attempting to settle 

through CRE/RPE please contact technical support at 1-800-342-5729. DO NOT attempt any other form of settlement 
(either on the PAX device or through the Payment Processor).** 

 

1.

 

To Manually Settle: 
From the Manager/Option 
screen, click/tap on 
Administrative > Credit Card 
Settlement. 

 

2.

 

Click/tap on Settle. 

 

3.

 

The PAX should briefly display 
“Processing…” 

 

4.

 

It will then return to the main 
screen (Splash Screen). 

Summary of Contents for PX5

Page 1: ... AMERICA 1 800 722 6374 Voice 845 920 0800 Fax 845 920 0880 PAX PX5 Pinpad This document provides step by step instructions on installing configuring settings and processing transactions in CRE RPE using the PAX PX5 Pinpad This device is configured for an Ethernet interface ...

Page 2: ...ROMPT FOR DEBIT 20 CONFIGURING THE PAX PX5 IN CRE TO ACCEPT EBT PAYMENTS TCP IP INTERFACE 21 CONFIGURING THE PAX PX5 IN CRE TO ACCEPT GIFT CARD PAYMENTS TCP IP INTERFACE 22 CONFIGURING THE PAX PX5 TO ACCEPT TIPS 23 PERFORMING A CREDIT CARD SALE WITH TIPS ENABLED FINE DINING 24 PERFORMING A CREDIT CARD SALE WITH EMV IN CRE 33 PERFORMING A CREDIT CARD SALE WITH A CONTACTLESS ENABLED CARD 36 PERFORMI...

Page 3: ...3 Revision History Document Version Date Author Description of Changes 1 0 October 16 2018 JC 1st Release ...

Page 4: ... processing card transactions MUST have its own PAX unit Installing the stylus 1 Location of stylus Port is on the bottom left side of the pinpad 2 Locate stylus and connect it to the pinpad 3 There is only one way it can connect Be sure not to force it ...

Page 5: ... screwdriver in the slit along top of the plug Now the pinpad is ready to accept EMV Cards How to Restart the PAX PX5 Note This will be used for making changes and to load updates On the bottom left of the PAX Device Next to the stylus port There is a button labeled reset This is used to restart the device So when asked to power cycle the device Press and hold this button until you see the device ...

Page 6: ...ck of the Pinpad all interfaces are color coded Note Only LAN1 is supported at this time 2 Please connect the Ethernet Cable to the LAN1 Port RED 3 Location the power cord and adaptor Connect the power cord to the adaptor 4 Connect one end to your outlet surge protector and connect the other end to the Power Port Green ...

Page 7: ...to check and or configured the pinpad 1 To access the confirmation Menu Press both the Green and number 1 buttons at the same time 2 Enter Password Then press the green button on the keypad This is provided by your payment processor Main Menu 3 Tap on Communication or press 6 on the keypad 4 Enter password using the keypad Communication Options 5 Tap the blue arrow on the right to navigate to page...

Page 8: ...mmunication port is 10009 Press green button on the keypad Make a note of this Will need it later to enter this information into CRE 9 Tap on TCP IP or press 1 on the keypad Note It will return you back to the communication options Menu 10 Navigate back to page 2 Tap on LAN Parameters or press 2 on the keypad ...

Page 9: ...displayed Will need it later to enter this information into CRE Then press the OK Button Green on the key pad to return back to the LAN Parameters Menu 13 Tap on LAN Type or Press 1 on the keypad 14 Tap on Static or Press 2 on the keypad Note It will return you back to the previous screen ...

Page 10: ...then using the keypad enter a new IP address hit the green key with the O to save your changes You will need to enter the IP Address as 12 digits e g if the IP address you are entering is 192 25 2 123 this will have to be keyed in as 192 025 002 123 Take note of the new IP address then press the green key with the O to save your changes Press the red button with the X repeatedly until you are back...

Page 11: ...ess the confirmation Menu Press both the Green and number 1 buttons at the same time 2 Enter Password Then press the green button on the keypad This is provided by your payment processor 3 Tap on Merchant Settings or press 2 on the keypad 4 Tap on Authorizations or press 1 on the keypad 5 Enter Password Then press the green button on the keypad ...

Page 12: ... press 3 on the keypad 7 Tap on OFF or press 1 on the keypad 8 Press the Red button on the keypad until you back at the splash screen Insert Anytime Note This allows CRE to use the cash back feature for Debit as well as EBT cash ...

Page 13: ...not be performed regardless if cashback is enabled thru the pinpad 1 To access the confirmation Menu Press both the Green and number 1 buttons at the same time 2 Enter Password Then press the green button on the keypad This is provided by your payment processor 3 Tap on Merchant Settings or press 2 on the keypad 4 Tap on Authorizations or press 1 on the keypad 5 Enter Password Then press the green...

Page 14: ...14 6 Tap on Debit Prompt or press 3 on the keypad 7 Tap ON or press 2 on the keypad 8 Press the Red button on the keypad until you back at the splash screen Insert Anytime ...

Page 15: ...e The PAX must have debit prompt set to off in order for cashback to prompt 1 To access the confirmation Menu Press both the Green and number 1 buttons at the same time 2 Enter Password Then press the green button on the keypad This is provided by your payment processor 3 Tap on Merchant Settings or press 2 on the keypad 4 Tap on Additional Prompts or press 6 on the keypad ...

Page 16: ...16 5 Enter Password 6 Tap on Cashback Prompt or press 1 on the keypad 7 Tap ON or press 2 on the keypad ...

Page 17: ...payment processor or visit the following links https www apple com apple pay https www google com wallet 1 To access the confirmation Menu Press both the Green and number 1 buttons at the same time 2 Enter Password Then press the green button on the keypad This is provided by your payment processor 3 Tap on Operation Settings or press 3 on the keypad 4 Tap on Peripherals or press 5 on the keypad ...

Page 18: ...18 5 Tap on Ctless Card Reader or press 1 on the keypad 6 Tap on Internal or press 2 on the keypad ...

Page 19: ...r screen select Setup Setup Screen 2 Under the Payment Processing Processing tab select Credit Debit From the dropdown select Pax TCP IP Interface Enter the Static IP Address you assigned to the PAX for Port No enter 10009 Put a check in the box next to Process Debit Cards Hit Update to save your changes ...

Page 20: ... select Setup Setup Screen 2 Under the Payment Processing Processing tab select Credit Debit From the dropdown select Pax TCP IP Interface Enter the Static IP Address you assigned to the PAX for Port No enter 10009 Uncheck the box next to Process Debit Cards Hit Update to save your changes ...

Page 21: ...ct Pax TCP IP Interface Enter the Static IP Address you assigned to the PAX for Port No enter 10009 Enable which EBT payment methods you wish to accept 3 Hit Update save your changes Enabling Process EBT Foodstamp voucher determines if FoodstampVoucher is an option in the EBT Payment type prompt in CRE Enabling Process EBT Cash Benefit determines if Cash Benefit is an option in the EBT Payment typ...

Page 22: ...om the Options Manager screen select Setup Setup Screen 2 Under the Payment Processing Processing tab select Gift Card From the dropdown select Pax TCP IP Interface Enter the Static IP Address you assigned to the PAX for Port No enter 10009 if not there Hit Update to save your changes ...

Page 23: ...etup Setup Screen 2 Under the Payment Processing Processing tab select Credit Debit Make sure the box for Process Debit Cards through this Credit Card Processor is unchecked 3 Select the Tips sub tab Under Print Tip Line select Yes on Completed Invoices put a check next to Keep Check Open Until Tip Applied Optional Hit Update to save your changes ...

Page 24: ...redit Card sale with Tips enabled Fine Dining Note When tips are enabled the PAX PX5 device won t prompt for signature 1 Open a table 2 Ring up an item then select PAY 3 At the Amount Tendered screen select Credit Card ...

Page 25: ...n screen will be grayed out while the transaction is processing though the PAX 5 The subtotal will appear along with instructions to Insert Tap Swipe Your Card Device 6 Insert the EMV Chip card into the slot on the bottom of the PX5 ...

Page 26: ...26 7 Remove the card when prompted If the EMV card is left in the PX5 it will beep and a reminder will appear to Remove Your Card 8 Once the card is remove Transaction Approved message is displayed ...

Page 27: ...27 9 Here is what the restaurant copy receipt should look like 10 Here is what the customer copy receipt should look like ...

Page 28: ...28 11 Click on the open table 12 Enter tip amount then click on OK 13 Click on Yes to confirm the tip amount ...

Page 29: ...29 14 The PAX should display a processing screen while the tip is being added 15 A confirmation of the tip applied should appear in RPE Click OK to clear the screen 16 The table should now be open ...

Page 30: ...you can also apply the tip by going directly to Administrative Credit Card Settlement Note This is the same procedure for adding tips in Quick Service and Retail 2 Click on Add Tip 3 Enter the invoice number and click OK ...

Page 31: ...31 4 Enter tip amount and click OK 5 Click on Yes to confirm the tip amount 6 The PAX should display a processing screen while the tip is being added ...

Page 32: ...32 7 A confirmation of the tip applied should appear in RPE Click OK to clear the screen ...

Page 33: ...g a Credit Card sale with EMV in CRE Note This is with the Debit Prompt in the Pax PX5 set to off 1 Ring up a sale in CRE then hit the PAY button From the amount tendered screen select Credit Debit 2 Select Credit ...

Page 34: ...X5 4 Wait while the transaction is processed Do Not Remove the card at this time 5 You will be prompted for Signature sign and hit accept or Pin number enter using keypad Green button to enter Note Depends on the card brand and amount Might not get prompted for either ...

Page 35: ...ed If the EMV card is left in the PX5 it will beep and a reminder will appear to Remove Your Card 7 Once the card is remove Transaction Approved message is displayed 8 Receipt print signature on both receipts Customer and Store Copies ...

Page 36: ... Contactless enabled card 1 Ring up a sale in CRE then hit the PAY button From the amount tendered screen select Credit Debit 2 Select Credit 3 Tap the Contactless credit card on the bottom left side of the Screen You will see the icon below ...

Page 37: ...37 4 Wait while the transaction processes 5 Sign on the screen using a finger or the stylus then hit the ACCEPT button 6 The transaction is now completed ...

Page 38: ...38 7 Receipt shows Card Entry Method as Contactless EMV as well as Signature ...

Page 39: ...mpt in the Pax PX5 set to off Cashback prompt is set to on 1 Ring up a sale in CRE then hit the PAY button From the amount tendered screen select Credit Debit 2 Select Debit 3 On the PX5 Select No Thanks To cash back or select a cash back amount from the options displayed ...

Page 40: ...ck then swipe Debit Card on the right side of the PX5 with the stripe facing down and towards the device 5 Enter the Pin number for the debit card then press green button 6 Once the approval message appears the transaction is completed ...

Page 41: ...endered Pay screen Select EBT NOTE If you ve enabled Tax Exempt on Foodstamp Purchases you can see the amount the customer will be charged after the tax has been removed from Foodstamp items 2 Select EBTFoodStamp 3 Swipe EBT Card when the pinpad will display the EBT sale Amount and prompts to swipe card ...

Page 42: ...ard when the pinpad prompts for the PIN 5 Wait for the sale to finish processing 6 The Pinpad will display Transaction Approved when sale is completed and return to the splash screen 7 A receipt will print that displays the type of sale ...

Page 43: ...From the amount tendered screen select EBT NOTE Tax Is not Exempt from EBT Cash Sales 2 Select EBTCash 3 On the PX5 you may select No Thanks For Cashback or select a Cash back Amount In this example we ll select 10 00 for cash back amount 4 Verify the amount with cashback then Swipe the EBT card on the right side of the PX5 with the stripe facing down and towards the device ...

Page 44: ...utton with the O on it 6 Wait while the transaction processes 7 You should receive a Transaction Approved message once completed 8 Here is what the receipt for the above transaction looks like The Change should be equal to the Cash back Amount of 10 00 ...

Page 45: ...ashback or EBT cash 1 Ring up a sale in CRE then hit the PAY button From the amount tendered screen select Credit Card 2 Verify amount and Swipe the Debit card on the right side of the PX5 with the stripe facing down and towards the device 3 Select Debit or press 2 on the keypad 4 Enter Pin and select green button on the keypad ...

Page 46: ...46 5 Wait while the transaction processes 6 Once the approval message appears the transaction is completed ...

Page 47: ...ard entry using the keypad of the PAX PX5 Device 1 Ring up a sale in CRE then hit the PAY button From the amount tendered screen select Credit Debit 2 Select Credit 3 On the PAX wait for the screen prompt pictured on the left ...

Page 48: ... complete credit card number Note EBT Foodstamp can also performed a manual entry as well 5 Enter the credit card expiry date using the keypad as a 2 digit month and last 2 digits of the year 6 Enter the CVV2 code on the back of the card ...

Page 49: ...ter 12 8 Enter the billing Zip Code for the card 9 Sign on the screen using the device s stylus or your finger then hit ACCEPT Alternatively you can hit CANCEL the receipt will then print with a signature line where the customer can sign 10 You should receive a Transaction Approved message once completed ...

Page 50: ...u are set up to take tips NOTE Settlements MUST be completed through CRE RPE If you receive an error when attempting to settle through CRE RPE please contact technical support at 1 800 342 5729 DO NOT attempt any other form of settlement either on the PAX device or through the Payment Processor 1 To Manually Settle From the Manager Option screen click tap on Administrative Credit Card Settlement 2...

Page 51: ... again 7 Auto Settlement can be setup by going to Manager Options then selecting Setup Setup Screen Under the Payment Processing Other Options tab enable Perform Auto Settlement Enter the time that the settlement will occur each day Auto Settlement MUST be enabled on each station that has a PAX device enabled ...

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