Integrating Pax Payment Terminal to Your APOS System

This 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 Hardware Devices Maintenance module.

In Hardware Devices, assuming an APOS device is already set up in Devices, highlight the APOS device, and then in the Hardware section, to the right of the window, click on Add New Hardware (+ symbol). In the newly added line where it says Undefined, double-click Undefined and select the new payment terminal that was created. Once selected, click on Save and close the Hardware Device Maintenance window, and then proceed to Tenders Maintenance module.

In Tenders, highlight your card tenders such as debit and/or credit, and in the EFT field drop down menu, select Use EFT Device instead of None.

Next, select Credit in the Options. Also optional but recommended, select Overtender Not Allowed.

If Food Stamp tenders are being used, ensure Food Stamp (EBT), EBT Cash, and Check Balance are created separately with their respective options Food Stamp, EBT Cash, and Check Balance enabled.

If you are using a credit card surcharge or "cash rounding", enable the option Use Tender Adjustment. For more information on how to set up Tender Adjustments for surcharges/"cash rounding" with a credit card, follow this link which leads to our Knowledgebase article.

Perform these steps with any of the other card tenders.

NOTE: If the card tender programmed is a debit tender, ensure that the Option Credit is disabled when highlighting a debit tender.

Once the settings are made, click on Save, and then close the Tenders Maintenance window. Then, Send the updated program changes to the APOS terminal device.

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, enable the option Use EFT Device.

Next, select Credit in the Options section. Also optional but recommended, select Overtender Not Allowed.

If Food Stamp tenders are being used, ensure Food Stamp (EBT), EBT Cash, and Check Balance are created separately with their respective options Food Stamp, EBT Cash, and Check Balance enabled.

Once the EFT is enabled, 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.

Batch Close Syntax

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 (1) section in the image examples 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.