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axept®
PAX S800
User Guide
Version 1.6 | April 2017

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Summary of Contents for First payment axept PAX S800

  • Page 1 axept® PAX S800 User Guide Version 1.6 | April 2017...
  • Page 2: Table Of Contents

    www.firstpaymentmerchantservices.co.uk Contents Initial Setup ........................... 4 Terminal Overview ......................5 Screen Overview ......................... 6 Screen Icons Overview ...................... 6 Terminal Technical Specifications ..................7 Initial Terminal Setup ......................8 Connecting to the Network ....................9 Logging On ..........................10 Processing a Sale (Chip and PIN) .................... 12 Processing a Sale (Contactless) ....................
  • Page 3 www.firstpaymentmerchantservices.co.uk Useful Information ........................ 59 13.1 Key Map (Alpha Characters) ....................59 13.2 Glossary ..........................60 Contact Information ..........................63 axept® S800 User Guide v1.6...
  • Page 4 S800 with everything needed to set-up, register and process transactions. Should you have any queries on anything in this guide, please do not hesitate to contact First Payment Merchant Services customer support team using the details on page 63. axept®...
  • Page 5: Initial Setup

    www.firstpaymentmerchantservices.co.uk INITIAL SETUP Before starting to use the axept® S800, please take a few moments to check the contents of the box; you should have received the following: axept® S800 Terminal External AC Power Adapter External AC Power Cable Thermal Paper Roll Ethernet Cable axept®...
  • Page 6: Terminal Overview

    www.firstpaymentmerchantservices.co.uk 1.1 Terminal Overview An overview of the axept® S800 terminal. axept® S800 User Guide v1.6...
  • Page 7: Screen Overview

    www.firstpaymentmerchantservices.co.uk 1.2 Screen Overview An overview of the axept® S800 screen. Screen Icons Overview Descriptions of the axept® S800 screen icons. Icon Description Internet connection present No internet connection present Transaction data stored on the terminal (not displayed once data uploaded) Terminal configuration download required Confirmation option Cancel option...
  • Page 8: Terminal Technical Specifications

    www.firstpaymentmerchantservices.co.uk 1.3 Terminal Technical Specifications Technical Specifications of the axept® S800 terminal. Model S800 Processor 32-bit ARM11 CPU, 400MHz Memory 128MB Flash, 64MB DDR Extended storage Micro SD up to 32GB Display 2.8 inch 320 x 240 pixels TFT colour LCD Keypad 10 numeric / letter keys, 7 function keys •...
  • Page 9: Initial Terminal Setup

    www.firstpaymentmerchantservices.co.uk 1.4 Initial Terminal Setup Insert the thermal paper roll into the axept® S800 terminal. • Pull lever on the terminal to open the lid (as highlighted) • Insert paper roll leaving at least 1cm exposed • Close Lid Turn the axept®...
  • Page 10: Connecting To The Network

    www.firstpaymentmerchantservices.co.uk 1.5 Connecting to the Network Power on the axept® S800 by pressing and holding the key on the keypad for a few seconds until the terminal screen lights up (the start-up process may take a few minutes). Once the loading process is complete, the Network Configuration menu will appear.
  • Page 11: Logging On

    www.firstpaymentmerchantservices.co.uk LOGGING ON Now set-up and activation are complete, axept® S800 is ready for the first logon. Once axept® S800 has completed the start-up process, it will prompt for the entry of the Department ID. Enter the Department ID sent to you using the keypad and press the key on the keypad to continue.
  • Page 12 www.firstpaymentmerchantservices.co.uk Once the log on has been completed, the main menu will be displayed. INFO To Logon using a different Department ID, press the key on the keypad on the Logon confirmation screen in step If this is still the correct Department ID, press the key on the keypad to continue.
  • Page 13: Processing A Sale (Chip And Pin)

    www.firstpaymentmerchantservices.co.uk PROCESSING A SALE (CHIP AND PIN) Once the logging on process has been completed, axept® S800 is ready to process transactions. The following describes the end-to-end operation of a Chip & PIN sale: From the main menu, select option 1: Sale (Press the key on the keypad).
  • Page 14 www.firstpaymentmerchantservices.co.uk If the card holder’s card has been previously inserted, skip to Step otherwise axept® S900 will prompt for the card to be presented. Insert the card (with the Chip of the card on top, facing towards you) into the Chip and PIN card slot at the base of the terminal. Once the card is inserted, axept®...
  • Page 15 www.firstpaymentmerchantservices.co.uk The total amount of the sale and cashback will be displayed. Press the key on the keypad to confirm the amount is correct or press the key on the keypad to cancel. On the Enter PIN screen, pass the axept®...
  • Page 16 www.firstpaymentmerchantservices.co.uk Once the payment is complete, axept® S800 will prompt for the card to be removed. Once the card is removed, the Merchant Receipt will begin printing. Tear off the receipt from the axept® S800 terminal and press the key on the keypad to continue. The cardholder receipt will then begin printing and can be torn off once printing has completed.
  • Page 17: Processing A Sale (Contactless)

    www.firstpaymentmerchantservices.co.uk PROCESSING A SALE (CONTACTLESS) axept® S800 supports contactless payments (including technologies such as Android Pay, Apple Pay etc.) and can be used where a cardholder has the contactless feature enabled on their card or device. The following describes the end- to-end operation of a contactless payment sale: From the main menu, select option 1: Sale (Press the...
  • Page 18 www.firstpaymentmerchantservices.co.uk Position the (contactless enabled) card or device around the screen area of the terminal for a few seconds until a ‘beep’ sound confirms the card has been read (the green contactless LEDs will incrementally light up as the card is being read). The ‘Card Read OK’...
  • Page 19 www.firstpaymentmerchantservices.co.uk The Merchant Receipt will begin printing. Tear off the receipt (after printing has completed) from the axept® S800 terminal and press the key on the keypad to continue. The payment processing procedure is now complete and axept® S800 will return to the main menu.
  • Page 20 www.firstpaymentmerchantservices.co.uk INFO A customer/cardholder copy of the receipt is not automatically printed for contactless transactions as it is not a mandatory requirement. However, axept® S800 provides a facility to print a customer/cardholder copy of the receipt if required. The following steps describe the process for printing a customer/cardholder copy of the receipt for contactless transactions.
  • Page 21: Processing A Refund (Chip And Pin)

    www.firstpaymentmerchantservices.co.uk PROCESSING A REFUND (CHIP AND PIN) Processing a refund using axept® S800 follows a very similar procedure to that of a sale. However, the cardholder is not verified by PIN, but a signature is required. The following describes how the refund process works: From the main menu, select option 2: Refund (press the key on the keypad)
  • Page 22 www.firstpaymentmerchantservices.co.uk Insert the card (with the Chip of the card on top, facing towards you) into the Chip and PIN card slot at the base of the terminal. As the refund is verified by validating the cardholder’s signature, the card needs to be removed from the terminal.
  • Page 23 www.firstpaymentmerchantservices.co.uk If the signature is confirmed as valid, axept® S800 will begin to print the cardholder’s refund receipt. Tear off the receipt (after printing has completed). The refund procedure is now complete and axept® S800 will return to the main menu. axept®...
  • Page 24: Processing A Refund (Contactless)

    www.firstpaymentmerchantservices.co.uk PROCESSING A REFUND (CONTACTLESS) Processing a refund using contactless follows a very similar procedure to that of a refund using Chip and PIN, however, a signature from the cardholder is not required. The following describes how the refund process works if the cardholder has a contactless enabled card or device: From the main menu, select option 2: Refund (press the key on the keypad)
  • Page 25 www.firstpaymentmerchantservices.co.uk Position the (contactless enabled) card or device around the screen area of the terminal for a few seconds until a ‘beep’ sound confirms the card has been read (the green contactless LEDs will incrementally light up as the card is being read). The ‘Card Read OK’...
  • Page 26 www.firstpaymentmerchantservices.co.uk The refund procedure is now complete and axept® S800 will return to the main menu. axept® S800 User Guide v1.6...
  • Page 27: Declined Transactions

    www.firstpaymentmerchantservices.co.uk DECLINED TRANSACTIONS There may some occasions where the acquirer does not authorise transactions and axept® S800 will report the declined result. There are various reasons for transactions being declined such as lack of funds in the cardholder’s account or that the card may have been reported as stolen.
  • Page 28 www.firstpaymentmerchantservices.co.uk axept® S800 will prompt for the card to be presented again. axept® S800 User Guide v1.6...
  • Page 29: Voiced Referred Transactions

    www.firstpaymentmerchantservices.co.uk VOICED REFERRED TRANSACTIONS On some occasions, a transaction may require you to obtain a manual authorisation from the acquirer’s Authorisation Centre. This could be for a number of reasons such as the fact the card issuer wants to speak to the cardholder before approving the transaction.
  • Page 30 www.firstpaymentmerchantservices.co.uk axept® S800 will then print both the Merchant’s and Cardholder’s receipts. axept® S800 User Guide v1.6...
  • Page 31: Processing A Cardholder Not Present (Cnp) Sale

    www.firstpaymentmerchantservices.co.uk PROCESSING A CARDHOLDER NOT PRESENT (CNP) SALE axept® S800 supports the processing of transactions when the cardholder is not present and details are supplied over the phone or via the mail. In order to ensure that these transactions are processed as securely as possible, axept®...
  • Page 32 www.firstpaymentmerchantservices.co.uk Enter the amount of the sale using the keypad. (axept® S800 will automatically enter the decimal place for you). Press the key on the keypad to continue. If required, enter the reference for the transaction. If a reference is not needed press the key on the keypad to skip.
  • Page 33 www.firstpaymentmerchantservices.co.uk Enter the House Number of the cardholder’s billing address and press the key on the keypad to continue. Alternatively, press the key on the keypad to skip if this does not need to be checked. Enter the numbers of the Post Code in the cardholder’s billing address and press the key on the keypad to continue.
  • Page 34 www.firstpaymentmerchantservices.co.uk Tear off the receipt from the terminal and press the key on the keypad to continue. The Cardholder’s Approved or Declined receipt will begin printing (based on whether the transaction was approved or rejected) and can be torn off once printing has completed. The payment processing procedure is now complete and axept®...
  • Page 35: Cardholder Not Present (Cnp) - Results

    www.firstpaymentmerchantservices.co.uk 9.1 Cardholder Not Present (CNP) – Results As well as returning the results of the authorisation, the axept® S800 also displays the outcome of the CSC and AVS checks. This allows the accept or reject decision to be made by the user with all the required information. The results are displayed using a symbol to portray the result of each check.
  • Page 36: Processing A Cardholder Not Present (Cnp) Refund

    www.firstpaymentmerchantservices.co.uk 10 PROCESSING A CARDHOLDER NOT PRESENT (CNP) REFUND axept® S800 has the facility to process refunds without the cardholder being present. The below details the Cardholder Not Present refund procedure: From the main menu, select option 3: Other Transactions (Press the key on the keypad) Select the type of order that is being processed.
  • Page 37 www.firstpaymentmerchantservices.co.uk If required, enter the reference for the transaction. If a reference is not needed press the key on the keypad to skip. To use alpha characters, press the numeric key containing the alpha character required multiple times until it is displayed. Press the key on the keypad to continue.
  • Page 38 www.firstpaymentmerchantservices.co.uk axept® S800 will begin to print the Merchant’s Refund Receipt. Tear off the receipt from the terminal and press the key on the keypad to continue. The cardholder’s refund receipt will then begin printing and can be torn off once printing has completed. The Cardholder Not Present (CNP) refund processing procedure is now complete and axept®...
  • Page 39: Reprinting Receipts

    www.firstpaymentmerchantservices.co.uk 11 REPRINTING RECEIPTS There may be occasions where the customer or merchant may require an additional copy of one of the receipts generated during the transaction. axept® S800 provides functionality for the receipts to be printed again after the transaction. The following demonstrates how to reprint additional receipts.
  • Page 40 www.firstpaymentmerchantservices.co.uk axept® S800 will return to the reprint menu. You can reprint another receipt or press the key to return to the main menu. axept® S800 User Guide v1.6...
  • Page 41: The Terminal Menu

    www.firstpaymentmerchantservices.co.uk 12 THE TERMINAL MENU axept® S800 provides a number of different functions and settings beyond transaction processing. These functions and settings can be accessed from the main menu. The following provides an overview of the functions and settings available. 12.1 Reports A number of default reports are available to allow reconciliation to be performed via the terminal.
  • Page 42: Available Reports

    www.firstpaymentmerchantservices.co.uk Available Reports The following describes the available reports: Report Name Description Report which provides totals of the transactions processed during the Current Shift. Current Shift Report Running this report provides a running total and does not clear down the totals. Report which provides totals of the transactions processed during the Current Shift.
  • Page 43: Supervisor

    www.firstpaymentmerchantservices.co.uk 12.2 Supervisor The supervisor sub-menu contains settings and features that should only be accessed by staff with sufficient privileges as changes to items here could affect the operating of axept® S800 (e.g. Ethernet configuration). Network Settings axept® S800 will have been configured to connect to the chosen network(s) during the installation. However, should these details need to be updated (e.g.
  • Page 44 www.firstpaymentmerchantservices.co.uk Manually Configuring Ethernet Settings The following process shows how to manually configure the Ethernet settings if you do not wish to use DHCP: From the Network Settings menu, highlight ‘Ethernet’ using the keys on the keypad (or press the key on the keypad) and press the key on the keypad to continue.
  • Page 45 www.firstpaymentmerchantservices.co.uk Enter the Gateway for the network. Press the key on the keypad to continue. Enter the IP address for the Preferred DNS. Press the key on the keypad to continue. Enter the Alternative DNS. Press the key on the keypad to continue.
  • Page 46: Date And Time Settings

    www.firstpaymentmerchantservices.co.uk Date and Time Settings The following describes the process of setting the Date and Time on the terminal. From the main menu, select option 5: Menu (Press the key on the keypad). From the Terminal menu, select option 2: Supervisor (Press the key on the keypad).
  • Page 47: Power Management

    www.firstpaymentmerchantservices.co.uk If setting the Date, enter the (numerical) date using the keypad in the format: YYYY/MM/DD (Year/Month/Day) for example: 2017/07/26 (26 July 2017). (axept® S900 will automatically enter the forward slash (/) for you). Press the key on the keypad to clear the previous value, the key to confirm or the key to cancel the changes.
  • Page 48 www.firstpaymentmerchantservices.co.uk To set the Screen Brightness on the terminal, select option 3: Power Management (Press the key on the keypad). From the Power Management menu, select option 1: Screen Brightness (Press the key on the keypad). The current brightness level will be displayed. To change the brightness level, select the ‘Clear’...
  • Page 49: Software Rollback

    www.firstpaymentmerchantservices.co.uk Software Rollback The Software Rollback feature will allow axept® S800 to return to the previous version of software if one is available on the terminal (this feature will only work if a previous software version is stored on the terminal). The following describes the process of using Software Rollback: From the main menu, select option 5: Menu (Press the...
  • Page 50 www.firstpaymentmerchantservices.co.uk If continuation of the software rollback was confirmed, axept® S800 will start to perform the backup process. Please be patient as this may take several minutes. Once the backup process is complete, axept® S800 will start to perform the software rollback. Please be patient as this may take several minutes. Once the rollback process is complete, axept®...
  • Page 51: Diagnostic Receipts

    www.firstpaymentmerchantservices.co.uk Diagnostic Receipts This feature is currently not available for use. Flight Mode This feature is currently not available for use. Check For Updates Updates, when available, can be assigned to axept® S800 using OCC (Please see the OCC User Guide on how this is achieved) allowing axept®...
  • Page 52 www.firstpaymentmerchantservices.co.uk ® axept S800 will check for available software updates. If an update is available and has been assigned to the terminal in OCC, ® axept S800 will start to download the software update. After the download is complete, the update icon will be displayed and ®...
  • Page 53 www.firstpaymentmerchantservices.co.uk ® During the update process, axept S800 will perform a backup. Please be patient as this make take several minutes. ® Once the backup is complete, the axept S800 terminal will restart and the software update process is complete. ®...
  • Page 54 www.firstpaymentmerchantservices.co.uk Terminal Configuration Updates From the main menu, select option 5: Menu (Press the key on the keypad). From the Terminal menu, select option 2: Supervisor (Press the key on the keypad). Check for updates, select option 7: Check For Updates (Press the key on the keypad).
  • Page 55 www.firstpaymentmerchantservices.co.uk If a configuration update is available and has been assigned to the terminal in OCC, axept® S800 will start to download the configuration update. Please be patient whilst this downloads as it may take several minutes. After the download is complete, the update icon will be displayed and ®...
  • Page 56 www.firstpaymentmerchantservices.co.uk INFO axept®800 will only download a configuration update if one is available and has been assigned to the terminal in OCC. axept® S800 will display ‘No updates Currently Available’ if no updates are available or has not been assigned to the terminal. axept®...
  • Page 57: Upload Stored Data

    www.firstpaymentmerchantservices.co.uk 12.3 Upload Stored Data As part of the transaction process, axept® S800 temporarily stores transaction information encrypted on the terminal. This data is uploaded to the axept® platform automatically when axept® S800 is connected to the internet. When axept® S800 is offline, this data remains securely stored on the terminal.
  • Page 58: Upload Log

    www.firstpaymentmerchantservices.co.uk 12.4 Upload Log To enable First Payments Merchant Services to support customers as quickly and efficiently as possible, axept® S800 allows log file data to be uploaded from the terminal directly to the axept® platform. Once the logs have been uploaded, First Payments Merchant Services support team are able to view the information via the support portal.
  • Page 59: Network Check

    www.firstpaymentmerchantservices.co.uk The Log Upload Complete message will be displayed and axept® 800 will return to the Upload Log menu. 12.5 Network Check This feature is currently not available for use. 12.6 Restart Terminal This will restart the axept® 800 terminal. axept®...
  • Page 60: Useful Information

    www.firstpaymentmerchantservices.co.uk 13 USEFUL INFORMATION This section provides various useful information which will assist in the setup and use of axept® S800. 13.1 Key Map (Alpha Characters) The below map represents the available characters when entering free text fields (such as the merchant reference) into S800.
  • Page 61: Glossary

    www.firstpaymentmerchantservices.co.uk 13.2 Glossary Term Definition Acquirer Your transaction is authorised by your chosen Acquirer. Acronym for Address Verification Service, is a system used to verify the address of the cardholder. The system checks the billing address of the credit/debit card provided by the cardholder with the address on file with the card issuer.
  • Page 62 www.firstpaymentmerchantservices.co.uk Acronym for Card Security Code also known as Card Validation Code or Value, refers to either: (1) magnetic-stripe data, or (2) printed security features. 1. Data element on a card's magnetic stripe that uses secure cryptographic processes to protect data integrity on the stripe, and reveals any alteration or counterfeiting. Referred to as CAV, CVC, CVV, or CSC depending on payment card brand.
  • Page 63 www.firstpaymentmerchantservices.co.uk Online refers to a direct connection is available to the internet for authorisation or validation before a transaction can be executed. Online/Offline Offline means the connection is not available. Acronym for Primary Account Number and also referred to as account number. A unique payment card number (typically for credit or debit cards) that identifies the issuer and the particular cardholder account.
  • Page 64: Contact Information

    www.firstpaymentmerchantservices.co.uk CONTACT INFORMATION If you have any questions or require support, please get in touch with us using the details below: First Payments Merchant Services Customer Support Phone: +44 (0) 1933 201 298 Customer Support Hours: Days Hours Covered Monday - Saturday 08:00 –...

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