PAX PX7 Manual
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PAX PX7 Manual

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PAX PX7 Pinpad
This document provides step-by-step instructions on installing, configuring settings, and processing transactions in
CRE/RPE using the PAX PX7 Pinpad. Must be on CRE Version 13.xxx to use all features in this document.
This device is configured for an Ethernet interface.

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Summary of Contents for PAX PX7

  • Page 1 This document provides step-by-step instructions on installing, configuring settings, and processing transactions in CRE/RPE using the PAX PX7 Pinpad. Must be on CRE Version 13.xxx to use all features in this document. This device is configured for an Ethernet interface.

  • Page 2: Table Of Contents

    CONFIGURING CRE FOR THE PAX PX7 TO PROMPT FOR DEBIT CONFIGURING THE PAX PX7 IN CRE TO ACCEPT EBT PAYMENTS – TCP/IP INTERFACE CONFIGURING THE PAX PX7 IN CRE TO ACCEPT GIFT CARD PAYMENTS – TCP/IP INTERFACE CONFIGURING THE PAX PX7 TO ACCEPT TIPS...

  • Page 3: Revision History

    PERFORMING A EBT CASH SALE WITH CASHBACK PERFORMING A DEBIT SALE WITH PAX PX7 CONFIGURED TO PROMPT FOR DEBIT PERFORMING A MANUAL CARD ENTRY USING THE KEYPAD OF THE PAX PX7 DEVICE PERFORMING A SETTLEMENT/BATCH CLOSE AND SETTING UP AUTO SETTLEMENT...

  • Page 4: Installing Pax Px7 Stylus

    Installing PAX PX7 Stylus Important: Every register processing card transactions MUST have its own PAX unit. Installing the stylus 1. Location of stylus Port is on the bottom left side of the pinpad. 2. Locate stylus and connect it to the pinpad.

  • Page 5: Remove Smart Card Reader Plug

    How to Restart the PAX PX7 Note: This will be used for making changes and to load updates. On the bottom left of the PAX Device. Next to the stylus port. There is a button labeled reset. This is used to restart the device. So, when asked to power cycle the device.

  • Page 6: Connecting Ethernet And Power

    Connecting Ethernet and Power Please connect the Ethernet cable to the pinpad before connecting the power. 1. On the back of the Pinpad all interfaces are color coded. Note: Only LAN1 is supported at this time 2. Please connect the Ethernet Cable to the LAN1 Port (RED).

  • Page 7: Configuring The Pax Communication Port For Tcp/Ip Only

    Configuring the PAX communication port for TCP/IP only Communication between the PAX, PC, and payment processing done over TCP/IP. The pinpad must be configured for TCP/IP. Steps below will show you how to check and/or configured the pinpad. 1. To access the confirmation Menu, Press both the Green and number 1 buttons at the same time.
  • Page 8 6. Tap on ECR Comm. Type or press 3 on the keypad. 7. Tap on Ethernet or Press 3 on the keypad. 8. Confirm the Communication port is 10009 Press green button on the keypad. Make a note of this. Will need it later, to enter this information into CRE.
  • Page 9 11. Tap on IP Address or press 2 on the keypad 12. Make Note of the IP Address that is displayed. Will need it later, to enter this information into CRE. Then press the OK Button (Green) on the keypad, to return back to the LAN Parameters Menu.
  • Page 10 192.25.2.123, this will have to be keyed in as 192.025.002.123. Take note of the new IP address then press the green key with the O to save your changes. Press the red button with the X repeatedly until you are back at the Pax splash screen (Insert Anytime).

  • Page 11: Configuring The Pax Px7 Not To Prompt For Debit

    Configuring the PAX PX7 not to prompt for Debit Configuring the device not to prompt for debit, allows CRE to use the cashback feature. 1. To access the confirmation Menu, Press both the Green and number 1 buttons at the same time.
  • Page 12 6. Tap on Debit Prompt or press 3 on the keypad. 7. Tap on OFF or press 1 on the keypad. 8. Press the Red button on the keypad until you back at the splash screen. (Insert Anytime). Note: This allows CRE to use the cash back feature for Debit as well as EBT cash.

  • Page 13: Configuring The Pax Px7 To Prompt For Debit

    If you want the customer to choose credit or debit on the pinpad follow the steps below Note: If the PAX is configured to prompt for Debit, then cashback with a debit sale cannot be performed regardless if cashback is enabled thru the pinpad.
  • Page 14 6. Tap on Debit Prompt or press 3 on the keypad. 7. Tap ON or press 2 on the keypad. 8. Press the Red button on the keypad until you back at the splash screen. (Insert Anytime).

  • Page 15: Configured Pax Px7 To Prompt For Cashback

    Configured PAX PX7 to prompt for Cashback To have the option for cashback for Debit and EBT Cash, you must have it configured on the PAX Unit. Follow instructions below. Note: The PAX must have debit prompt set to off in order for cashback to prompt.
  • Page 16 5. Enter Password. 6. Tap on Cashback Prompt or press 1 on the keypad. 7. Tap ON or press 2 on the keypad.

  • Page 17: Enabling Pax Px7 For Contactless Payments

    Enabling PAX PX7 for Contactless Payments The PAX PX7 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. To access the confirmation Menu, Press both the Green and number 1 buttons at the same time.
  • Page 18 5. Tap on Ctless Card Reader or press 1 on the keypad. 6. Tap on Internal or press 2 on the keypad.

  • Page 19: Configuring Pax Px7 In Cre To Accept Credit/Debit Payments - Tcp/Ip Interface

    Configuring PAX PX7 in CRE to accept Credit/Debit payments – TCP/IP Interface 1. From the Options/Manager screen, select Setup > Setup Screen. 2. Under the Payment Processing > Processing tab select Credit/Debit. 3. From the Payment Processor dropdown: Select Pax (TCP/IP Interface) 4.

  • Page 20: Configuring Cre For The Pax Px7 To Prompt For Debit

    Configuring CRE for the PAX PX7 to prompt for debit 1. From the Options/Manager screen, select Setup > Setup Screen. 2. Under the Payment Processing > Processing tab select Credit/Debit. 3. From the Payment Processor dropdown: Select Pax (TCP/IP Interface) 4.

  • Page 21: Configuring The Pax Px7 In Cre To Accept Ebt Payments - Tcp/Ip Interface

    Configuring the PAX PX7 in CRE to accept EBT payments – TCP/IP Interface 1. From the Options/Manager screen, select Setup > Setup Screen. 2. Under the Payment Processing > Processing tab select EBT. 3. From the Payment Processor dropdown: Select Pax (TCP/IP Interface) 4.

  • Page 22: Configuring The Pax Px7 In Cre To Accept Gift Card Payments - Tcp/Ip Interface

    Configuring the PAX PX7 in CRE to accept Gift Card payments – TCP/IP Interface 1. From the Options/Manager screen, select Setup > Setup Screen. 2. Under the Payment Processing > Processing tab select Gift Card. From the dropdown select Pax (TCP/IP Interface).

  • Page 23: Configuring The Pax Px7 To Accept Tips

    Configuring the PAX PX7 to accept tips Note: You cannot process Debit Card sales when tips are enabled. 1. From the Options/Manager screen, select Setup > Setup Screen. 2. Under the Payment Processing > Processing tab select Credit/Debit. Make sure the box for Process Debit Cards through this Credit Card Processor is unchecked.

  • Page 24: Configuring Cre To Prompt For Tip Immediately After Sale

    Configuring CRE to Prompt for Tip Immediately After Sale Note: The PAX PX7 device will prompt for Tip during the sale. Prompt tip feature must be enabled on the processor’s side as well. This feature is only available for CRE version 13.xxx and higher. Must configure this feature when there aren’t any invoices open.

  • Page 25: Performing A Credit Card Sale With Tips Enabled (Fine Dining)

    Performing a Credit Card sale with Tips enabled (Fine Dining) Note: When tips are enabled the PAX PX7 device won’t prompt for signature. 1. Open a table. 2. Ring up an item, then select PAY. 3. At the Amount Tendered screen,...
  • Page 26 4. The Credit Card Information screen will be grayed out while the transaction is processing though the PAX. 5. The subtotal will appear along with instructions to Insert/Tap/Swipe Your Card/Device. 6. Insert the EMV Chip card into the slot on the bottom of the PX7.
  • Page 27 7. Remove the card when prompted. If the EMV card is left in the PX7, it will beep and a reminder will appear to Remove Your Card. 8. Once the card is remove Transaction Approved message is displayed 9. Here is what the restaurant copy...
  • Page 28 10. Here is what the customer copy receipt should look like. 11. Click on the open table. 12. Enter tip amount, then click on OK.
  • Page 29 13. Click on Yes to confirm the tip amount. 14. The PAX should display a processing screen while the tip is being added. 15. A confirmation of the tip applied should appear in RPE. Click OK to clear the screen.
  • Page 30 16. The table should now be open. 1. Alternatively, you can also apply the tip by going directly to Administrative > Credit Card Settlement. Note: This is the same procedure for adding tips in Quick Service and Retail. 2. Click on Add Tip.
  • Page 31 3. Enter the invoice number and click 4. Enter tip amount and click OK. 5. Click on Yes to confirm the tip amount.
  • Page 32 6. The PAX should display a processing screen while the tip is being added. 7. A confirmation of the tip applied should appear in RPE. Click OK to clear the screen.

  • Page 33: Perform A Credit Card Sale With Feature Prompt For Tip Immediately After Sale

    To enter your own or zero tip amount. 6. On the PAX Device: Enter a tip amount. Select the green button on the PAX device to submit the amount. Note: To Enter a tip amount of zero. Leave it at zero then select green button.
  • Page 34 7. Insert or Swipe Credit Card 8. Device will display. While processing 9. Remove the card when prompted. The PAX will beep if the card is left in the slot.
  • Page 35 10. Transaction Approved! Message. 11. Customer Receipt...
  • Page 36 12. Store Receipt. Note: When adding an additional tip to the invoice, be sure to enter the total tip amount.

  • Page 37: Performing A Credit Card Sale With Emv In Cre

    Performing a Credit Card sale with EMV in CRE Note: This is with the Debit Prompt in the Pax PX7 set to off. 17. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit/Debit.
  • Page 38 19. Insert the EMV Chip card into the slot on the bottom of the PX7. 20. Wait while the transaction is processed. Do Not Remove the card at this time. 21. You will be prompted for Signature: sign and hit accept Pin number: enter using keypad.
  • Page 39 22. Remove the card when prompted. If the EMV card is left in the PX7, it will beep and a reminder will appear to Remove Your Card. 23. Once the card is remove Transaction Approved message is displayed 24. Receipt print signature on both receipts.

  • Page 40: Performing A Credit Card Sale With A Contactless Enabled Card

    Performing a Credit Card sale with a 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.
  • Page 41 3. Tap the Contactless credit card on the left side of the device. You will see the icon below 4. Wait while the transaction processes. 5. Sign on the screen using a finger or the stylus then hit the ACCEPT button...
  • Page 42 6. The transaction is now completed 7. Receipt shows Card Entry Method as Contactless EMV as well as Signature...

  • Page 43: Performing A Debit Card Sale In Cre

    Performing a Debit Card sale in CRE Note: This is with the Debit Prompt in the Pax PX7 set to off. Cashback prompt is set to on. 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit/Debit.
  • Page 44 4. Swipe Debit Card on the right side of the PX7 with the stripe facing down and towards the device. 5. Enter the Pin number for the debit card, then press green button. 6. Once the approval message appears the transaction is completed.
  • Page 45 Performing an EBT Food Stamp Sale 1. Ring up a sale with Food stamp Items and proceed to the Amount Tendered (Pay) screen. Select EBT. **NOTE** If you’ve enabled Tax Exempt on Foodstamp Purchases, you can see the amount the customer will be charged after the tax has been removed from Foodstamp items 2.
  • Page 46 4. Enter the PIN number of the card when the pinpad prompts for the 5. Wait for the sale to finish processing 6. The Pinpad will display Transaction Approved when sale is completed and return to the splash screen. 7. A receipt will print that displays the type of sale.
  • Page 47 Performing a EBT Cash Sale with cashback Note: The PAX PX7 must have cashback prompt set to on to order for cashback to work. 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select EBT.
  • Page 48 5. Enter the EBT Card PIN then press the green button with the O on it. 6. Wait while the transaction processes 7. You should receive a “Transaction Approved!” message once completed 8. Here is what the receipt for the above transaction looks like.
  • Page 49 Performing a Debit Sale with PAX PX7 configured to prompt for Debit Note: With this configured you won’t be able to do debit cashback or EBT cash 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit Card.
  • Page 50 5. Wait while the transaction processes 6. Once the approval message appears the transaction is completed.
  • Page 51 Performing a manual Card entry using the keypad of the PAX PX7 Device 1. Ring up a sale in CRE then hit the PAY button. From the amount tendered screen, select Credit/Debit. 2. Select Credit. 3. On the PAX, wait for the screen...
  • Page 52 4. Using the PAX keypad, enter the complete credit card number. Note: EBT Foodstamp can also performed a manual entry as well. 5. Enter the credit card expiry date using the keypad, as a 2 digit month and last 2 digits of the year.
  • Page 53 7. Enter the Number of your Address is optional (enter “0” to bypass this field). Example: 12 Elm Street. Enter 12 8. Enter the billing Zip Code for the card. 9. Sign on the screen using the device’s stylus or your finger then hit ACCEPT.
  • Page 54 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 55 Manager/Options then selecting Setup>Setup 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.

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