PAX S300 Manual

PAX S300 Manual

Emv certified pinpad with heartland payment processing by pcamerica
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One Blue Hill Plaza, 16
Floor, PO Box 1546
Pearl River, NY 10965
1-800-PC-AMERICA, 1-800-722-6374
(Voice) 845-920-0800 (Fax) 845-920-0880
PAX S300 EMV Certified PINpad with
Heartland Payment Processing
pcAmerica now supports payment processing with EMV chip enabled cards through the PAX
S300 EMV PINpad device. This document provides step-by-step instructions on set up and usage
of the PAX S300 with Cash Register Express.
Note: The PAX S300 requires Cash Register Express version 12.70021 or higher to work and version
12.70110 or higher for serial communications support. The device must have settings pre-configured and
installed by your payment processor prior to integration with CRE.
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Summary of Contents for PAX S300

  • Page 1 S300 EMV PINpad device. This document provides step-by-step instructions on set up and usage of the PAX S300 with Cash Register Express. Note: The PAX S300 requires Cash Register Express version 12.70021 or higher to work and version 12.70110 or higher for serial communications support. The device must have settings pre-configured and installed by your payment processor prior to integration with CRE.
  • Page 2 Getting the IP, Subnet Mask, Gateway IP, and DNS IP Important Notes – Please Read!  CRE must be on version 12.70021 or higher to use the PAX device and 12.70110 or higher for serial communications support.  Only Heartland payment processing is currently certified and supported for this device.
  • Page 3 Installing the PAX hardware connections (3 configuration options supported) Important: Every register processing card transactions MUST have its own PAX unit. Also, settlements need to be run through CRE on each register a PAX unit is connected and processing card transactions.
  • Page 4 3. Here is what the connection should look like. 4. Locate the included DC power adapter. 5. Connect one end to your outlet/surge protector and connect the other end to the data/power cable. P a g e...
  • Page 5 6. Connect an Ethernet cable (with internet) to the port on the data/power cable that says “LAN”. (The other 2 connections are not used.) 7. This is what your set up should look like when everything is properly connected. 8. Replace the back cover making sure to properly align the cable grommet into the channel.
  • Page 6 Location of the built-in stylus The stylus can be found inserted horizontally on the top right of the PAX. P a g e...
  • Page 7 TCP/IP connection and 9-pin serial connection (COM1 or COM2 only) 1. Locate the cable with a 9-hole serial connector and an RJ-11 connector that was included with the PAX device. 2. Attach the RJ-11 connector to the COM1 RS232 port. If you have an interface cable with...
  • Page 8 TCP/IP connection and 9-pin serial connection with C2G Serial to USB adapter 1. Locate the Cables to Go serial to USB adapter; Model: 26886; UPC-A: 757120268864. 2. Connect the 9-pin adapter to the 9-hole adapter on the Serial cable. 3. This is what your set up should look like when everything is properly connected.
  • Page 9 Download the serial to USB adapter from the link below: http://download2.pcamerica.com/drivers/Pinpad/PAX/PL2303_Prolific_DriverInstaller_v10518.z 1. Right-click on the PL2303_Prolific_DriverInstalle r_v10518.zip file you downloaded and select the option to Extract All…. 2. Click on Extract. 3. Right click on the PL2303_Prolific_DriverInstalle r_v10518.exe and select Run as administrator.
  • Page 10 4. Click on Next. 5. Click on Finish. 6. In Windows Explorer, right- click on This PC and select Manage. (On older versions of Windows it may be called Computer or My Computer.) 10 | P a g e...
  • Page 11 Ports (COM & LPT) branch, then right-click on Prolific USB-to-Serial Comm Port (COM*) and select Properties. 8. The PAX only supports serial communications on COM1 or COM2, so you will need to change the port to match. Select the Port Settings tab, then click on Advanced…...
  • Page 12 9. Click on the COM Port Number drop down 10. and change the setting to COM1 (or COM2); click OK to save the changes, then close the Computer Management window. 12 | P a g e...
  • Page 13 Configuring the PAX communication port for TCP/IP only (no serial connection) Communication between the PAX, PC, and payment processing done over TCP/IP. 1. Tap on the onscreen Menu button. 2. Enter the default password “916860” then press the green key on the key pad.
  • Page 14 3. Tap on the down arrow to access additional selections. 4. Tap on Communication or press 2 on the keypad. 14 | P a g e...
  • Page 15 5. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 6. Tap on the down arrow to access additional selections. 15 | P a g e...
  • Page 16 7. Tap on ECR Comm. Type or press 4 on the keypad. 8. Tap on Ethernet or press 4 on the keypad. 16 | P a g e...
  • Page 17 9. Confirm the Communication Port is set to 10009 and make a note of this. We will need to enter this information into CRE later on. Press the green key with the arrow. 10. Tap on TCP/IP or press 1 on the keypad.
  • Page 18 Configuring the PAX with a Static IP Address (Standalone TCP/IP connection only) The PAX S300 will come with DHCP configured so it can pull an IP address from your network automatically. We will need to set the device with a static IP which will then be used when configuring settings in CRE.
  • Page 19 3. Tap on the down arrow to access additional selections. 4. Tap on Communication or press 2 on the keypad. 19 | P a g e...
  • Page 20 5. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 6. Tap on the down arrow to access additional selections. 20 | P a g e...
  • Page 21 7. Tap on LAN Parameters or press 3 on the keypad. 8. Tap on IP Address or press 2 on the keypad. 21 | P a g e...
  • Page 22 9. Make a note of the IP Address that is displayed in the box. We will need to enter this information into CRE later on. Tap twice on the blue arrow on the screen or press the red button with the X twice to go back to the previous menu.
  • Page 23 11. Tap on Static or press 2 on the keypad. 12. Tap on IP Address or press 2 on the keypad. 23 | P a g e...
  • Page 24 13. Confirm the IP Address displayed is the same as what you noted in step 9. Alternatively, you may assign a different IP address by tapping on the blue arrow once or pressing the red key with the X, then using the number pad to enter a new IP address;...
  • Page 25 Configuring the communication port for a serial connection (COM1 or COM2 only) Communication between the PAX and PC are done through a serial connection, while payment processing is over TCP/IP. This configuration helps alleviate network traffic, since communications between the PAX and PC are not over the network. TCP/IP is dynamically assigned by the router automatically.
  • Page 26 3. Tap on the down arrow. 4. Tap on Communication or press 2 on the keypad. 26 | P a g e...
  • Page 27 5. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 6. Tap on the down arrow. 27 | P a g e...
  • Page 28 7. Tap on ECR Comm. Type or hit the 4 on the keypad. 8. Tap on COM1 or press the 1 on the keypad. 28 | P a g e...
  • Page 29 9. Tap on 9600 or press 1 on the keypad. 10. Tap on the BACK button, or press the red key on the keypad until you are back at the main screen. 29 | P a g e...
  • Page 30 Setting the Debit prompt to OFF (required) If this step is not performed, when you select Credit in CRE and swipe the card on the PAX unit, the PAX unit will prompt again whether this a Credit or Debit sale.
  • Page 31 3. Tap on Merchant Settings or press 2 on the keypad. 4. Tap on Authorizations or press 1 on the keypad. 31 | P a g e...
  • Page 32 5. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 6. Tap on Debit Prompt or press 3 on the keypad. 32 | P a g e...
  • Page 33 7. Tap on OFF or press 1 on the keypad. 8. Tap the BACK button or hit the red key until you are back at the INSERT/SWIPE ANYTIME screen. 33 | P a g e...
  • Page 34 Enabling Cash Back 1. Tap on the onscreen Menu button. 2. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 34 | P a g e...
  • Page 35 3. Tap on Merchant Settings or press 2 on the keypad. 4. Tap on the down arrow to access additional selections. 35 | P a g e...
  • Page 36 5. Tap on Additional Prompts or press 2 on the keypad. 6. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 36 | P a g e...
  • Page 37 7. Tap on CashBack Prompt or press 1 on the keypad. 8. Tap on ON or press 2 on the keypad. Tap the BACK button or hit the red key until you are back at the INSERT/SWIPE ANYTIME screen. CashBack is now enabled. 37 | P a g e...
  • Page 38 Enabling Contactless Payments The PAX S300 supports Contactless Payment via contactless enabled cards, Apple Pay, and Google Wallet. For more information on setting this up, contact your payment processor or visit the following links: https://www.apple.com/apple-pay/, https://www.google.com/wallet/. 1. Tap on the onscreen Menu button.
  • Page 39 12. Tap on Operation Settings or press 3 on the keypad. 13. Tap on Peripherals or press 4 on the keypad. 39 | P a g e...
  • Page 40 14. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 15. Tap on CTless Card Reader or press 1 on the keypad. 40 | P a g e...
  • Page 41 16. Tap on Internal or press 4 on the keypad. Tap the BACK button or hit the red key until you are back at the INSERT/SWIPE ANYTIME screen. Contactless payments are now enabled. 41 | P a g e...
  • Page 42 Configuring the PAX S300 in CRE to accept Credit/Debit payments 1. From the Options/Manager screen, select Setup > Setup Screen. 2. Under the Payment Processing > Processing tab select Credit/Debit. From the dropdown, select Pax. Enter the IP Address and Port No you assigned to the PINpad device.
  • Page 43 Configuring the PAX S300 in CRE to accept EBT payments 1. From the Options/Manager screen, select Setup > Setup Screen. 2. Under the Payment Processing > Processing tab select EBT. From the dropdown, select Pax. Enter the IP Address and Port No you assigned to the PINpad device.
  • Page 44 Performing a Credit Card sale using an EMV enabled card 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit/Debit. 2. Select Credit. 44 | P a g e...
  • Page 45 3. Insert the EMV Chip card into the slot on the bottom of the S300. 4. Wait while the transaction is processed. Do Not Remove the card at this time. 45 | P a g e...
  • Page 46 5. Remove the card once the Transaction Approved message is displayed. 6. Remove the card when prompted. If the EMV card is left in the S300, it will beep and a reminder will appear to Remove Your Card. 46 | P a g e...
  • Page 47 Performing a Credit Card sale using the Contactless enabled card 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit/Debit. 2. Select Credit. 47 | P a g e...
  • Page 48 3. Tap the contactless enabled credit card on the front of the S300. 4. Wait while the transaction processes. 48 | P a g e...
  • Page 49 5. Sign on the screen using a finger or the S300 stylus then hit the ACCEPT button. 6. The transaction is now completed. 49 | P a g e...
  • Page 50 Performing a Debit Card sale 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit/Debit. 2. Select Debit. 50 | P a g e...
  • Page 51 3. On the S300, select No Thanks! To Cash Back, select a Cash Back amount, or tap on the down arrow for additional options. 4. Select a Cash Back amount, Other Amount, or hit BACK and then No Thanks! To continue.
  • Page 52 5. Swipe the debit card on the right side of the S300 with the stripe facing down and towards the device. 6. Enter the PIN number for the debit card. 52 | P a g e...
  • Page 53 7. Once the approval message appears the transaction is completed. 53 | P a g e...
  • Page 54 Performing an EBT Food Stamp sale 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select EBT. 2. Select EBTFoodStamp. 54 | P a g e...
  • Page 55 3. Swipe the EBT card on the right side of the S300 with the stripe facing down and towards the device. 4. Enter the EBT Card PIN then press the green key with the arrow. 55 | P a g e...
  • Page 56 5. Wait while the transaction processes. 6. You should receive a “Transaction Approved!” message once completed. 56 | P a g e...
  • Page 57 Performing an EBT Cash sale with Cash Back 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select EBT. 2. Select EBTCash. 57 | P a g e...
  • Page 58 3. On the S300, you may select No Thanks! To Cash Back, select a Cash Back amount, or tap on the down arrow for additional options. In our example, we will select $10.00 as Cash Back. 4. Swipe the EBT card on the...
  • Page 59 5. Enter the EBT Card PIN then press the green key with the arrow. 6. Wait while the transaction processes. 59 | P a g e...
  • Page 60 7. You should receive a “Transaction Approved!” message once completed. 8. Here is what the receipt for the above transaction looks like. The Change should be equal to the Cash back Amount of $10.00. 60 | P a g e...
  • Page 61 Performing a manual entry sale using the keypad 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit/Debit. 2. Select Credit. 61 | P a g e...
  • Page 62 3. On the PAX, wait for the screen prompt pictured on the left. 4. Using the PAX keypad, enter the complete credit card number. 62 | P a g e...
  • Page 63 5. Enter the credit card expiry date using the keypad, as a 2 digit month and last 2 digits of the year. 6. Enter the CVV2 code on the back of the card. 63 | P a g e...
  • Page 64 7. The Address is optional (enter “0” to bypass this field). 8. Enter the billing Zip Code for the card. 64 | P a g e...
  • Page 65 9. Sign on the screen using the device’s stylus or your finger then hit ACCEPT. Alternatively, you can hit CANCEL; the receipt will then print with a signature line where the customer can sign. 10. You should receive a “Transaction Approved!” message once completed.
  • Page 66 If performing Manual Settlements, settling must be done on each station that has a PAX device. Alternatively, if setting up Auto Settlement, this must be enabled on each station that has a PAX device. NOTE: using Auto Settlement is NOT recommended if you are set up to take tips.
  • Page 67 3. The PAX should briefly display “Processing…”. 4. It will then return to the main screen. 67 | P a g e...
  • Page 68 Screen. Under the Payment Processing>Other Options tab, enable Perform Auto Settlement. Enter the time that the settlement will occur each day. **Auto Settlement MUST be enabled on each station that has a PAX device enabled. 68 | P a g e...
  • Page 69 Receiving Software Updates on the PAX S300 The PAX unit receives updates directly from the payment processor. To manually trigger an update, all transactions performed through the unit must be settled and the device must be power cycled by detaching and reconnecting the power cable connection.
  • Page 70 Pulling up the IP Address, Subnet Mask, Gateway IP, and DNS IP (miscellaneous) 1. Tap on the on screen Menu button. 2. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance.
  • Page 71 3. Tap on the down arrow to access additional selections. 4. Tap on Communication or press 2 on the keypad. 71 | P a g e...
  • Page 72 5. Enter the default password “916860” then press the green key on the key pad. If the default password does not work, you will need to contact your payment processor for assistance. 6. Tap on the down arrow to access additional selections. 72 | P a g e...
  • Page 73 7. Tap on LAN Parameters or press 3 on the keypad. 8. Tap on IP Address or press 2 on the keypad. 73 | P a g e...
  • Page 74 8. Make a note of the IP Address then hit the red X key twice to return to the LAN Parameters screen. 9. Tap on Subnet Mask or press 3 on the keypad. 74 | P a g e...
  • Page 75 10. Make a note of the Subnet Mask then hit the red X key twice to return to the LAN Parameters screen. 11. Tap on Gateway IP or press 4 on the keypad. 75 | P a g e...
  • Page 76 12. Make a note of the Gateway IP then hit the red X key twice to return to the LAN Parameters screen. At the LAN Parameters screen hit the down arrow. 13. Tap on DNS IP or press 1 on the keypad.
  • Page 77 14. Make a note of the DNS IP then hit the red X key 5 times to return to the INSERT/SWIPE ANYTIME screen. 77 | P a g e...

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