This document will guide you through the process of preparing and configuring your payment terminal in order to quickly begin processing payments.
- Payment terminal
- Roll of printer paper
- AC power outlet
- USB to USB Type-C charging cable
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You may also have an optional charger and external printer included, but this document addresses the most basic delivery configuration.
The setup guide will explain how to:
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:
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.
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.
The terminal should identify the SIM card and configure the mobile network settings automatically.
By default, the terminal displays all information in English. This procedure explains how to change the terminal’s display language if necessary.
The terminal requires a network connection to communicate with the payment server and process transactions. This section explains how to turn wi-fi on and connect to your network.
Installing PayFacto Software
The
deployment process generally installs the required PayFacto
applications prior to shipment, but if the applications are not
installed, please use the procedures in the following sections to
install and configure the following PayFacto applications:
- PayFacto: For payment processing
- Gift PayFacto powered by DataCandy: For gift card processing
- Gateway PayFacto: Enables communication between the vending device and the appropriate transaction processing application
Installing and Configuring the PayFacto Application
Before you can process any payments, you need to download and install the PayFacto app from the PAXStore on the terminal.
Before you begin the procedure, make sure the terminal is connected to your network.
NOTE: The app may already be installed on your terminal. If you see the PayFacto icon () on the main screen, skip to the Configure section.
Install
To download and install the PayFacto app:
- On the terminal main screen, touch the PAXStore icon ().
- When connected to the Pax Application Marketplace, touch All to view all available apps.
- Scroll to or search for PayFacto.
NOTE: If you scroll to the bottom, the animated () icon indicates the store is adding more apps to the list. - When you locate the PayFacto app, touch GET to download and install the app.
The app downloads and installs automatically.
After
you install the PayFacto app, you need to configure the app before you
can process any payment transactions. The app guides you through the
configuration procedure using a simple interface.
NOTE: If the app was pre-configured before shipping, you will not see the following screens. You can refer to the PayFacto Quick Reference Guide to begin processing payments right away.
To configure the PayFacto app:
- On the terminal’s main screen, touch the PayFacto icon to start the app.
The configuration wizard appears
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Set Merchant Language
The
merchant language determines what language appears for terminal
operations. The merchant language is separate from the customer’s
language, as configured on their card.
- Select the terminal’s language from the list on the Set Merchant Language page.
NOTE: You can change the language at any time through the Settings > Terminal Options command in the PayFacto app. - Swipe to the left or touch the Next arrow.
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Set Application Theme
The application theme sets the overall appearance of the PayFacto app: light or dark.
- Select the terminal’s appearance on the Set Application Theme page. Touch the toggle to switch between Dark Theme and Light Theme.
NOTE: You can change the theme at any time through the Settings > Terminal Options command in the PayFacto app. - Swipe to the left or touch the Next arrow.
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Set Administrative Password
The administrative password protects the app features from being changed without authorization.
- On the Set Administrative Password page, touch the text field and enter a 6-digit numeric password using the keypad.
- Click the checkmark icon on the keypad when you are done.
IMPORTANT: Do not forget the Administrative password, without it, you will be unable to access certain functions on the terminal.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set Merchant Password
The merchant password protects the app from processing certain transactions without authorization.
- On the Set Merchant Password page, touch the text field and enter a 6-digit numeric password using the keypad.
- Click the checkmark icon on the keypad when you are done.
IMPORTANT: Do not forget the Merchant password, without it, you will be unable to access certain functions on the terminal.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set Merchant ID
The merchant ID identifies your customer account on the authorization server when processing payments.
- On the Set Merchant ID page, touch the text field and enter merchant ID provided by PayFacto using the keypad.
- Click the checkmark icon when you are done.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set Terminal ID
The
terminal ID identifies the terminal on the authorization server when
processing payments. The terminal ID is linked to your customer account.
- On the Set Terminal ID page, touch the text field and enter terminal ID provided by PayFacto using the keypad.
- Click the checkmark icon when you are done.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set Destination Host
The destination host is the server that the terminal communicates with for transaction authorizations.
- On the Set Destination Host page, touch the toggle to turn Live Authorization Host to On ().
- Swipe to the left or touch the Next arrow.
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Set Training Mode
Training mode simulates all system functions without communicating to external servers.
- On the Set Training Mode page, you can enable training mode by touching the toggle to On.
TIP: It is recommended that you defer training mode until after you complete the software configuration. - Swipe to the left or touch the Next arrow.
NOTE:
If you enable training mode during initial configuration, you will not
be able to process payments until you exit training mode. Training
Mode is available at any time through the Settings > Training Mode command in the PayFacto app. Refer to the PayFacto Quick Reference Guide (insert link to guide) for information on how to access training mode.
CAUTION: It is possible to lock a card in training mode, as some security features are stored on the card’s chip.
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Ready To Go
Congratulations, you’ve completed the PayFacto app configuration.
- Touch FINISH to complete the configuration and download the necessary system files.
The screen turns green when the configuration is complete.
NOTE:
If the screen turns red, there was an error in configuration. Note the
error number and contact customer support for assistance.
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Installing and Configuring the Gift PayFacto powered by DataCandy Application
If
you accept, or plan to accept, gift cards, you need to download and
install the Gift PayFacto powered by DataCandy app from the PAXStore on
the terminal.
Before you begin the procedure, make sure the terminal is connected to your network.
NOTE: The app may already be installed on your terminal. If you see the Gift PayFacto icon () on the main screen, skip to the Configure section.
Install
To download and install the Gift PayFacto powered by DataCandy app:
- On the terminal main screen, touch the PAXStore icon ().
- When connected to the Pax Application Marketplace, touch All to view all available apps.
- Scroll to or search for Gift PayFacto powered by DataCandy.
NOTE: If you scroll to the bottom, the animated () icon indicates the store is adding more apps to the list. - When you locate the Gift PayFacto app, touch GET to download and install the app.
The app downloads and installs automatically.
After
you install Gift PayFacto powered by DataCandy, you need to configure
the application before you can accept any gift card transactions. The
app guides you through the configuration procedure using a simple
interface.
To configure the Gift PayFacto powered by DataCandy app:
- On the terminal’s main screen, touch the Gift PayFacto icon to start the app.
NOTE: The Gift PayFacto app uses the same icon as the PayFacto application. Make sure to touch the correct icon. The configuration wizard appears
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Set Merchant Language
The
merchant language determines what language appears for terminal
operations. The merchant language is separate from the customer’s
language, as configured on their card.
- Select the terminal’s language from the list on the Set Merchant Language page.
- Swipe to the left or touch the Next arrow.
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Set Application Theme
The application theme sets the overall appearance of the PayFacto app: light or dark.
- Select the terminal’s appearance on the Set Application Theme page. Touch the toggle to switch between Dark Theme and Light Theme.
NOTE: You can change the theme at any time through the Settings > Terminal Options command in the PayFacto app. - Swipe to the left or touch the Next arrow.
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Set Administrative Password
The administrative password protects the app features from being changed without authorization.
- On the Set Administrative Password page, touch the text field and enter a 6-digit numeric password using the keypad.
- Click the checkmark icon on the keypad when you are done.
IMPORTANT: Do not forget the Administrative password, without it, you will be unable to access certain functions on the terminal.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set Merchant ID
The merchant ID identifies your customer account on the DataCandy server when processing gift cards.
IMPORTANT: DataCandy sends the Merchant ID via email directly to the merchant; refer to the email for the Merchant ID.
- On the Set Merchant ID page, touch the text field and enter merchant ID provided by DataCandy using the keypad.
- Click the checkmark icon when you are done.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set Merchant Password
The merchant password protects the app from processing certain transactions without authorization.
IMPORTANT: DataCandy sends the Merchant password via email directly to the merchant; refer to the email for the Merchant password.
- On the Set Merchant Password page, touch the text field and enter the merchant password provided by DataCandy using the keypad.
- Click the checkmark icon on the keypad when you are done.
IMPORTANT: Do not forget the Merchant password, without it, you will be unable to access certain functions on the terminal.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set workstation number
The workstation number identifies the terminal on the DataCandy server when processing gift cards.
IMPORTANT: DataCandy sends the workstation number via email directly to the merchant; refer to the email for the workstation number.
- On the Set workstation number page, touch the text field and enter workstation number provided by DataCandy using the keypad.
- Click the checkmark icon when you are done.
NOTE: If the wizard does not proceed to the next screen, swipe to the left or touch the Next arrow.
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Set the access key
The terminal uses the access key for validation on the DataCandy server when processing gift card transactions.
IMPORTANT: DataCandy sends the access key via email directly to the merchant; refer to the email for the access key.
- On the Set the access key page, touch the text field and enter access key provided by DataCandy using the keypad.
- Swipe to the left or touch the Next arrow.
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Ready To Go
Congratulations, you’ve completed the Gift PayFacto powered by DataCandy app configuration.
- Touch FINISH to complete the configuration and download the necessary system files.
The screen turns green when the configuration is complete.
NOTE:
If the screen turns red, there was an error in configuration. Note the
error number and contact customer support for assistance.
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Install the Gateway PayFacto Application
If
you are using the terminal with a Point of Sale (POS) system, you need
to download and install the Gateway PayFacto app from the PAXStore on
the terminal.
Before you begin the procedure, make sure the terminal is connected to your network.
To download and install the Gateway app:
- On the terminal main screen, touch the PAXStore icon ().
- When connected to the Pax Application Marketplace, touch All to view all available apps.
- Scroll to or search for Gateway PayFacto.
NOTE: If you scroll to the bottom, the animated () icon indicates the store is adding more apps to the list. - When you locate the Gateway PayFacto app, touch GET to download and install the app.
The app downloads and installs automatically.
After
you install the Gateway PayFacto app, you need to configure the app
before using it. The configuration process is quick and uses a simple
interface.
To configure the Gateway app:
- On the terminal’s main screen, touch the Gateway PayFacto icon to start the app.
NOTE: The Gateway app uses the same icon as the PayFacto application. Make sure to touch the correct icon. The configuration wizard appears
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Set Destination Host
The destination host is the server that the Gateway app communicates with for transaction information.
- On the Set Destination Host page, toggle Live Authorization Host to On ().
Swipe to the left or touch the Next arrow. - On the Ready To Go page, touch FINISH to complete the configuration.
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Using the Gateway App
Generally,
the Gateway application starts automatically after the configuration
procedure. If the Gateway application does not start automatically, you
simply touch the Gateway PayFacto
icon to start the app. When the app starts, it initiates communication
with the authorization host. There are two possible results:
- The Gateway screen displays a Connected message at the bottom.
- The screen briefly displays a warning that the terminal is not configured on the server.
If the screen displays a Connected message, congratulations, the Gateway is connected and ready to process payment transactions.
If the screen does not display a Connected message, please contact PayFacto to have the terminal configured on the server.