Help CenterThis guide will show you how to set up American payment processors using Pax 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 Pax payment terminal.
TERMINOLOGY NOTE: When integrating the APOS system with Pax, the terminology of Pax refers to the Pax software POSLink, and does not refer to the Pax pin pad hardware.
Pax Payment Terminal Setup
Because there are multiple processors that uses Pax, 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 Pax payment terminal, the settings will need to be the following:
Integration: Semi-integration
Receipt Printing: disabled*
Port: 10009 (default)
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 Pax.
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 Pax payment terminals is 10009.
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 Pax payment terminal instead of None.
NOTE: For Pax based payment processors, an additional option such as Debit or Credit is available. When tying the EFT Pax option with any of the card tenders, please ensure you select either Credit or Debit option if the tender is either one of those options. Example is shown in the screenshot below.
Perform these steps with any of the other card tenders.
NOTE: If the card tender programmed is a debit tender, select the Debit option underneath the EFT drop down menu.
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 Pax 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 Pax. In the Connection drop down menu, select Ethernet.
In the IP Address field, enter the IP address of the Pax payment terminal. In the Port field, enter the port number 10009 (default) of the Pax payment terminal. Once the information has been entered, tap on Save.
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 Pax payment terminal from None. If the card tender is a credit card, enable the option Credit in the Options field, shown in the example screenshot below.
Once the EFT is selected and tied in with the card tender, tap Save, and then close the card tender maintenance window. Perform the same steps for any other card tenders.
NOTE: In GoPOS, if you are using a Debit Card tender with a Pax payment terminal, ensure that the Credit option is turned off in the Options field.
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 Close while in Register Mode, perform the following command 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 Close: 4 0 6 + 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 Pax related payment processors, please contact your payment processor vendor technical support team.