Help CenterThis guide will show you how to set up American payment processors using Datacap's DC Direct payment terminals in an Optima APOS system running Optima GoPOS, and will explain the steps for both PCProg and GoPOS, as well as parameters that needs to be set on a DC Direct payment terminal.
DC Direct Payment Terminal Setup
Because there are multiple processors that uses DC Direct, there may be slightly different methods on how to get to the payment terminal processor settings with the options differing from different processors. For this portion of the guide, the following will need to be set in order for full communication with the Optima APOS system.
In the DC Direct payment terminal, the settings will need to be the following:
Integration: Semi-integration
Receipt Printing: disabled*
Port: 80 (default for Ingenico devices) or 8080 (default for Pax devices)
Ethernet IP address: (IP address of payment terminal to be used for the APOS system)
If there are any additional application settings needed for your client such as cash back or tip functions, they will need to be enabled as well.
*NOTE: If the payment terminal hardware has a built in receipt printer, it must be disabled. For further details, please contact your payment processor vendor for support information.
Setup through PCProg
In PCProg, select Hardware. Then select the Insert button (+) on the bottom left hand corner of the window. Name the payment terminal in the Caption field. In the Hardware Type drop-down menu, select Payment Terminal. In the Model drop-down box, select DC Direct.
For the field that says Ethernet IP, enter the IP address of the payment terminal.
For the field that says Ethernet port, the default port for DC Direct Ingenico devices is 80. For DC Direct Pax devices, the default port is 8080.
For the field that says Merchant Number, enter the Merchant Number or ID provided by the payment processor using DC Direct for your client.
Once the fields are set, click save. Close the Hardware Maintenance Window, and proceed to open the Tenders Maintenance module.
In Tenders, highlight your card tenders such as debit and/or credit, and in the EFT field drop down menu, select the DC Direct payment terminal instead of None.
NOTE: For DC Direct based payment processors, additional options such as Overtender Not Allowed is optional but recommended. Other options such as Tip Function and Use Tender Adjustment can be enabled as well, depending on the use case. For more information, contact Optima Support.
NOTE: If using the Tip Function option for DC Direct payment terminals, you must set the Tip Suggestions in Settings Maintenance, under Settings 87, 88, and 89.
Perform these steps for other card tenders, and should be set up in a way that is similar to the screenshot above.
Once the settings are made, click on Save, and then close the Tenders Maintenance window. Then, Send the updated program to the APOS system.
Setup through GoPOS
If using PCProg is not an available option for any reason, adding the DC Direct Payment Terminal can be done on the GoPOS software.
In GoPOS, from the Home Screen, go to Menu > Settings > Hardware. Select Add New Hardware. From the pop-up window, select Payment Terminal, then select Continue.
Next, enter the name of the payment terminal in the field. In the Model drop down menu, select DC Direct. In the Connection drop down menu, select Ethernet.
In the IP Address field, enter the IP address of the DC Direct payment terminal. In the Port field, enter the default port number 80 (Ingenico based devices) or 8080 (Pax based devices) of the DC Direct payment terminal. Next, enter the Merchant Number or ID of the DC Direct payment terminal provided by the payment processor for your client. Once the information has been entered, tap on Save.
NOTE: The Batch Summary and Batch Close options can be performed in this section of the DC Direct Payment Terminal section. More on this and the other ways to perform these functions later in this article.
Next, tap on Back to go back to the Hardware Settings list. Tap on Back again to go back to the Home Screen.
From the Home Screen Menu, select Tenders.
From the Tenders screen, tap and hold any of the card tenders to open their maintenance window.
Next, in the EFT drop down menu, select the DC Direct payment terminal from None, shown in the example screenshot below.
Once the EFT is selected and tied in with a card tender, tap Save, and then close the card tender maintenance window. Perform the same steps for any other card tenders.
NOTE: For DC Direct based payment processors, additional options such as Overtender Not Allowed is optional but recommended. Other options such as Tip Prompt and Use Tender Adjustment can be enabled as well, depending on the use case. For more information, contact Optima Support.
NOTE: If using the Tip Prompt option for DC Direct payment terminals, you must set the Tip Suggestions in Settings > Options, under Settings 87, 88, and 89.
Once the tenders are tied in with the EFT payment terminal, save and tap Back to exit the Tenders maintenance section. Tap back again to go back to the Home Screen.
Perform test transactions to verify communication and functionality of the payment terminal with the APOS unit.
To perform a Batch Summary or Batch Close, there are two ways to do this. As previously mentioned earlier in this article, the Batch Summary and Batch Close can be performed in the Hardware Settings of the DC Direct Payment Terminal (shown in the initial setup process for GoPOS above).
To perform a Batch Summary or Batch Close while in Register Mode, perform the following commands from the register screen with the keypad and Reports key. The reports key is shown as number 2 in the Menu Icons section in the example below.
Batch Summary: 4 0 3 + Reports key
Batch Close: 4 0 4 + Reports key
If you need additional assistance relating to Optima APOS hardware, Optima GoPOS software, or Optima PCProg software, please contact Optima Support.
Toll-Free: 1-888-475-2767
Email: possupport@optimagopos.ca
If you need additional assistance to DC Direct related payment processors, please contact your payment processor vendor technical support team.