PAX S300 User manual

Paymark EFTPOS (PTS2017)
Pax S300 Combo (with S800 or S80)

2
TERMINAL HARDWARE
Which Plugs Go Where?
S80
S800
S300 PINpad
Paper Rolls
SETTING UP YOUR EFTPOS EQUIMENT
TRANSACTIONS OVERVIEW
Contactless Transactions
Electronic Oine Vouchers
Manual (standalone) EFTPOS
Transaction Types
Purchase
Purchase with Signature
Cash Out
Purchase + Cash Out
MOTO Purchase
Refund
MOTO Refund
Pre authorisation
Finalise authorisation
Cancel Auth
Check card status
ADMINISTRATIVE FUNCTIONS
Payment Application Menu
Menu Navigation
Common Admin Functions
Manual Logon
Manual Settlement
Print (Shift) Totals
Stored Totals
Settlement Inquiry
Reprint Last Receipt
Oine Transactions
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CONTENTS CONTENTS

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
CONTENTS
MERCHANT and COMMUNICATION SETTINGS
Print Current Conguration
Conguration Update
Network Comms Check
Network Signal Icons
Broadband/Fibre and Dial-up Settings
TMS
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Smartpay two-piece countertop EFTPOS is a Pax S300 customer facing touchscreen PINpad plugged into a
merchant facing Pax S80c or Pax S800 base unit.
For EFTPOS terminal enquiries, issues or support contact Smartpay Technical Helpdesk on
0800 476 278 or email [e-mail]
Which Plugs Go Where?
On the back of your S80 and S800 EFTPOS terminals there are ports available for plugging in the required cables.
These ports are labelled but can be dicult to read. For ease of use we have included diagrams and descriptions.
LAN/RS232B An Ethernet cable should be plugged in here to connect the terminal to a Broadband/Fibre
Internet connection.
LINE If you use a dial-up connection, the phone cable should be plugged in here.
POWER The power cable supplied with your terminal plugs in here. Plug the other end into your wall
socket or a power strip.
RS232A If you are using a Keylink interface to your ECR/POS system connect the Keylink cable or
accessory supplied here.
PINPAD
Plug the S300 PINpad in here for two-piece EFTPOS setup.
NOTE: When the S300 is plugged into an S800 you will need to pull the power cable or turn
S800 o at the wall to manually power o the S300.
CONTACT
TERMINAL HARDWARE

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
S80c
S800
S300 PINpad
Thermal Receipt Printer
(lift ap to change paper roll)
Paper Cutter
Contactless Reader/LEDs
LED Display Screen
Power On/O Key
Card Chip Slot
Paper Cutter
Contactless LEDs
(will appear along top of PRESENT CARD)
Colour Display Screen
Page Up/Down Arrows
Cancel/Power On/O Key
Clear/Back/NO Key
Contactless LEDs
(will appear along top of PRESENT CARD SCREEN)
Colour Display Touch Screen
Cancel/Power On/O Key
Clear/Back/NO Key
Printer Cover Release Key
F1 - F4
Card Swipe Reader
Menu Key
Enter/Accept/Logon Key
Printer Cover Release Key
(lift ap to change paper roll)
Card Swipe Reader
Menu Key
Enter/Accept/OK Key
Chip Card Slot
PINPad Cable
(plug other end of cable into base unit PINpad port)
Card Swipe Reader
Enter/Accept/OK Key
Chip Card Slot
LAN/RS232B RS232A
LINE PINPAD
POWER MINI USB
LAN/RS232B LINE POWER RS232A PINPAD

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S80/c and S800 terminals use standard 57mm (w) x 50mm (dia) thermal paper rolls.
Replacing printer paper:
1. Engage printer cover release ap to open printer bay.
2. Remove existing roll core and place new roll in printer well (when replacing a paper roll, the tongue of paper
should be feeding up and over; out towards the top of the terminal).
3. Pull out tongue of paper so it is coming out of feeder and close the printer cover.
To order paper rolls or other accessories please contact Smartpay on 0800 476 278 or visit our website smartpay.co.nz
Please read the Getting Started Letter that is provided with your Smartpay EFTPOS equipment. Our technical
helpdesk team (THD) can be contacted if you would like any assistance and to release the security key and
perform your initial Logon.
1. Place the S80 or S800 base unit face down on the counter.
2. Plug the barrel end connector of the power adapter cord, into the “POWER” socket.
3. Plug the appropriate communication cords into their communication sockets:
- For Broadband/Fibre Internet plug the Ethernet cable into the “LAN” socket.
- For Dial-up, plug the phone cable into the “LINE” socket.
4. Plug the S300 cord into the “PINPAD” socket.
5. Tuck cables into the recessed cable tidy guides as required.
6. Turn all hardware right side up.
7. Plug into mains power and switch on by pressing and holding the power button on base unit.
8. Terminal will perform boot up sequence.
9. Contact Smartpay THD to release security key and perform initial Logon.
For a more consistent contactless card experience the swipe/insert quick start option has been removed. To
follow best security practices for payment card handling the customer should always present their own card
(swipe/insert/tap) to the terminal wherever possible.
PAPER ROLLS
SETTING UP YOUR EFTPOS EQUIPMENT
CONTACTLESS TRANSACTIONS
ELECTRONIC OFFLINE VOUCHERS
TRANSACTIONS OVERVIEW

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
Smartpay EFTPOS terminals can accept contactless payment cards and smart devices. Merchants can have
contactless acceptance enabled or disabled through their Merchant bank. If contactless payment functionality is
enabled, then once the transaction value is entered the Paywave/Paypass/tap-and-go card PRESENT option will be
oered automatically for valid transaction types.
The S300 PINpad prompts the customer to PRESENT/ INSERT / SWIPE their card. Merchants should oer the S300
to their customer to complete the transaction; instructing them (if required) to present their card over the screen
where the blue light is ashing. It is best security practise for the customer to perform these steps themselves. The
merchant should not take the customers payment card unless necessary.
CREDIT CARD is the default account for all contactless transactions. Account selection is not required. For
transactions over the industry prescribed limit currently (NZD$80) the customer will be prompted to enter their PIN
to complete the transaction.
This is the symbol for
contactless transactions. The
symbol will be displayed on
the PRESENT CARD screen
and coloured LED boxes ash
along the top of the screen:
BLUE LED = Awaiting card presentation
BLUE + YELLOW LED = Card presented
Contactless available: No contactless available:
Electronic Oine Voucher (EOV) enables your business process EFTPOS transactions if your terminal has gone
oine. EOV is not designed to function as a secondary connectivity option. EOV allows for emergency processing
capability when unforeseen situations such as a loss of network or connectivity occur. To nd out more about EOV,
contact the Paymark Customer Care Centre on 0800 729 627.
How does it work?
If the EFTPOS terminal encounters an issue connecting to the Paymark network, it will automatically revert to
oine mode after two failed transactions. “EFTPOS OFFLINE” will be displayed on terminal screen. Your terminal
can operate in EOV for up to 36 hours or store up to 99 EOV (to maximum allowed value) which ever comes rst.
Once a successful connection has been made with Paymark, the terminal will automatically send stored oine
transactions through for processing.
All EOV transactions require the customer signature on the Merchant EFTPOS receipts instead of PIN
verification. Merchants must keep all signed Merchant Receipts to verify EOV transactions. Refund and
Cash Out transaction types are not supported in EOV mode.
Most customers will automatically be enabled for oine mode but it can be enabled or disabled by your merchant bank.
PRESENT CARD
SWIPE/INSERT CARD SWIPE/INSERT CARD
TOTAL $--.-- TOTAL $--.--
BLUE + YELLOW + GREEN LED = Card read successful
RED LED = Card read failed
CONTACTLESS TRANSACTIONS
ELECTRONIC OFFLINE VOUCHERS

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• EFTPOS terminal is not connected to POS
• The idle screen displays transaction options
• To start a transaction the operator selects transaction type required and types in amount
1. PURCHASE
2. CASH
3. PUR/CASH
4. REFUND
IDLE SCREEN S800 (1 PIECE)
dd/mm/yy time
dd/mm/yy time
PAYMARK EFTPOS
IDLE SCREEN S300
(IF USING 2-PIECE COMBO)
PAYMARK EFTPOS
• When in manual mode the S800 (or S80) idle screen displays a standard TRANSACTION MENU
• To start any of the main transaction types – select the corresponding number
• To tab between the transaction type screens press up/down ARROW keys
• Press MENU key for EFTPOS conguration, diagnostics and admin functions.
• Press ALPHA key to access QUICK MENU
MANUAL (STANDALONE) EFTPOS TRANSACTION TYPES

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
PURCHASE Standard Purchase/Sale transaction using an EFTPOS/CREDIT/DEBIT card.
CASH Cash Out transaction using an EFTPOS/DEBIT card.
PUR/CASH Combined Purchase/Sale and Cash Out transaction using an EFTPOS/DEBIT card.
REFUND Refund transaction using an EFTPOS/CREDIT/DEBIT card.
AUTH
Hospitality transaction type to request pre-authorisation of funds on CREDIT card
(usually for room or vehicle hire).
Hospitality functionality must be approved by Merchant bank before it can be enabled on terminal.
CANCEL
AUTH Transaction type used to removed a stored AUTH that is no longer required by the merchant.
FINALISE Hospitality transaction type to complete (Finalise) a previously stored AUTH transaction on a
CREDIT/DEBIT card (usually for room or vehicle hire).
PUR/TIP
Hospitality transaction type to initiate a Purchase transaction type with Signature Receipt Tipping
enabled. (only some cards will support this option - if the card does not support Signature then
then the transaction will cancel and operator will need to restart as Purchase with/without instant
tip-on-terminal)
ADD TIP
Hospitality transaction type to add tip amount to a stored PUR/TIP transaction. All PUR/TIP
Signature receipt tip transactions MUST be uploaded to Paymark manually at the end of day.
See tipping user guide for further information.
CHECK CARD
STATUS
Card Status Check can be used to check if a card is valid. It is not a pre-authorisation and
does not guarantee any funds.
TRANSACTION TYPES

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Purchase
1. Operator selects PURCHASE and types in purchase amount
2. Press ENTER and terminal prompts customer to PRESENT/ INSERT or SWIPE CARD
3. Operator presents EFTPOS terminal to customer
4. Customer taps, inserts or swipes card
a. Insert or swipe - customer follows screen prompts to select account and enter PIN
b. Tap - customer follows screen prompts if required
5. EFTPOS terminal displays ACCEPTED or DECLINED result
6. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)
7. EFTPOS terminal returns to idle screen ready for next transaction
Purchase with Signature
In some cases, the customer may be able to select ENTER instead of using their PIN. If this happens the Merchant
Receipt will print with a space for the customer to sign in. The terminal will require the operator to verify the
customer signature to complete the transaction.
Your merchant agreement states you should keep a copy of your signed Merchant Receipts. These can be used to
verify the transaction should it be disputed at a later date.
Cash Out
(Contactless not available with cash out transaction type)
1. Operator selects CASH and types in cash-out amount
2. Press ENTER and terminal prompts customer to INSERT or SWIPE CARD
3. Operator presents EFTPOS terminal to customer
4. Customer inserts or swipes card
5. Customer follows screen prompts to select account and enter PIN
6. EFTPOS terminal displays ACCEPTED or DECLINED result
7. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)
8. EFTPOS terminal returns to idle screen ready for next transaction
TRANSACTIONS OVERVIEW TRANSACTIONS OVERVIEW

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
Purchase + Cash Out
(Contactless not available with cash out transaction type)
1. Operator selects PUR/CASH
2. Operator types in purchase amount - Press ENTER
3. Operator types in cash-out amount - Press ENTER
4. EFTPOS terminal will prompt customer to INSERT or SWIPE CARD
5. Operator presents EFTPOS terminal to customer
6. Customer inserts or swipes card
7. Customer follows screen prompts to select account and enter PIN
8. EFTPOS terminal displays ACCEPTED or DECLINED result
9. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)
10. EFTPOS terminal returns to idle screen ready for next transaction
MOTO Purchase
Manual card entry or MOTO functionality can be enabled for merchants who process telephone or mail order sales.
MOTO should only be used in situations where cardholder authorisation is given for the transaction and the physical
credit card is not present to be used at the terminal.
1. Operator selects PURCHASE and types in purchase amount
2. Press ENTER and terminal prompts user to PRESENT/ INSERT or SWIPE CARD
3. Operator should press ENTER
4. Operator types in 16-digit card number - Press ENTER
5. Operator types in card expiry date [mm/yy] - Press ENTER
6. Operator is prompted to enter card CSC - Select YES or NO and follow screen prompts
7. Operator selects appropriate MOTO TYPE option
8. Operator selects CRD account type
9. EFTPOS terminal displays ACCEPTED or DECLINED result
10. EFTPOS Receipt will be oered (depending on receipt print/prompt settings) - you should always print a copy
of MOTO receipts
11. EFTPOS terminal returns to idle screen ready for next transaction
12. EFTPOS terminal displays ACCEPTED or DECLINED result
13. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)
14. EFTPOS terminal returns to idle screen ready for next transaction
TRANSACTIONS OVERVIEW

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Refund
Merchants are enabled for refund transactions and provided a Merchant Refund Card by their merchant bank.
Merchants should contact their bank to request this service and the card.
1. Operator selects REFUND types in refund amount
2. Press ENTER and terminal prompts for MERCHANT REFUND CARD
3. Operator swipes MERCHANT REFUND CARD and enters REFUND PIN
4. Key in refund amount and press ENTER then prompt customer to PRESENT/INSERT or SWIPE CARD
5. Operator presents EFTPOS terminal to customer
6. Customer taps, inserts or swipes card
a. Insert or swipe - customer follows screen prompts to select account and enter PIN
b. Tap - customer follows screen prompts if required
7. EFTPOS terminal displays ACCEPTED or DECLINED result
8. EFTPOS Receipt will be oered (depending on receipt print/prompt settings)
9. EFTPOS terminal returns to idle screen ready for next transaction
MOTO Refund
MOTO Refunds can be performed in the same way as MOTO purchase. Merchant should select Refund
transaction type and use their Merchant Refund Card. The amount being refunded should be credited back to
the card used for the original purchase. Merchants should contact their bank to request this service and the card.
TRANSACTIONS OVERVIEW TRANSACTIONS OVERVIEW

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
Pre Authorisation
(Contactless not available with pre authorisation)
1. Operator selects AUTH
2. Terminal will prompt merchant to enter a TRANSACTION REFERENCE
(optional free text field used to search for the transaction later)
3. Press ENTER
4. Key in AUTH amount and press ENTER
5. EFTPOS terminal will prompt customer to INSERT or SWIPE CARD
(for card-not-present transaction you can perform a manual entry, by pressing ENTER at this stage)
6. Operator presents EFTPOS terminal to customer
7. Customer inserts or swipes card
8. Customer follows screen prompts to select account (credit only) and enter PIN
9. Press Enter for signature verication
10. EFTPOS Receipt for merchant and customer will print
(Merchant must keep their receipt copy)
11. EFTPOS terminal returns to idle screen ready for next transaction
Finalise Transaction
1. Operator selects FINALISE
(If there are no stored pre auth transactions the terminal will display no stored auth transactions)
2. Terminal will prompt merchant to SEARCH STORED TXNS
> TRANS NUMBER = found on the receipt
> CARD NUMBER = merchant will need the card that did the original pre auth transaction.
> AUTH ID = found on the receipt
> TRANS AMOUNT = found on the receipt
> TRANS REFERENCE = found on original AUTH receipt at the top
3. Terminal will display all matching stored pre auth
4. If there is more than one - merchant shoul select the correct one to continue.
5. Terminal will display ORIGINAL amount and prompt for FINAL amount entry.
6. Key in FINAL amount and press ENTER
7. Conrm ORIGINAL and FINAL amounts displayed - press ENTER
8. Print out merchant & customer copy of the FINAL receipt for merchant/ customer record
(merchant must keep their receipt copy)
TRANSACTIONS OVERVIEW

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CANCEL AUTH (cancel authorisation)
1. Operator selects CANCEL AUTH
(If there are no stored pre auth transactions the terminal will display no stored auth transactions)
2. Terminal will prompt merchant to SEARCH STORED TXNS
> TRANS NUMBER = found on the receipt
> CARD NUMBER = merchant will need the card that did the original pre auth transaction.
> AUTH ID = found on the receipt
> TRANS AMOUNT = found on the receipt
> TRANS REFERENCE = found on original AUTH receipt at the top
3. erminal will display all matching stored pre auth
4. If there is more than one - merchant shoul select the correct one to continue.
5. Terminal will display original pre auth amount and prompt merchant to conrm CANCEL AUTH
6. Conrm CANCEL AUTH transaction displayed - press ENTER
7. Print out merchant & customer copy of the PREAUTH CANCELLATION receipt for merchant/ customer record
(merchant must keep their receipt copy)
CHECK CARD STATUS
1. Operator Selects CHECK CARD
2. EFTPOS terminal will prompt to PRESENT/ INSERT/SWIPE CARD
3. Customer follows screen prompts to select account (credit only) and enter PIN
4. EFTPOS terminal displays ACCEPTED or DECLINED result
5. EFTPOS receipt will be oered (depending on receipt print/prompt settings)
TRANSACTIONS OVERVIEW ADMINISTRATIVE FUNCTIONS

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
ALPHA Menu
You can quickly perform common functions by pressing the ALPHA key + required number key
The ALPHA menu provides a simple a two-key press process to perform up to ve common tasks. If you have a
multi-merchant terminal (if you have multi-merchant setup, select the mechant after these shortcuts).
The default menu setting is:
1. ALPHA > 1 LOGON
2. ALPHA > 2 REPRINT RECEIPT
3. ALPHA > 3 SETTLE INQUIRY
4. ALPHA > 4 SETTLE CUTOVER
5. ALPHA > 5 PRINT CONFIG
Payment Application Menu
Press MENU
1. Tab between the menu pages press up/down ARROW keys
2. Press number to select option
3. Press CLEAR or CANCEL to go back
MAIN MENU
1. MERCHANT
2. TERMINAL
3. CONFIG
4. CSE
5. DIAGNOSTICS
6. SECURITY
DATE TIME
ADMINISTRATIVE FUNCTIONS

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COMMON ADMIN FUNCTIONS
Manual Logon Press MENU > MERCHANT > ADMIN > LOGON
Reprint Last Receipt Press MENU > MERCHANT > REPRINT
Reprint Any Receipt Press MENU > MERCHANT > REPRINT > RECEIPT LOOK UP > SELECT REQUIRED LOOK
UP CRITERIA
Settlement Inquiry Press MENU > MERCHANT > ADMIN > SETTLE INQUIRY
Enter required date [dd/mm/yyyy] and press ENTER
Settlement cutover
Press MENU > MERCHANT > ADMIN > SETTLE CUTOVER
Note: This can only be performed during your regular settlement window. Terminal will automatically perform
Paymark settlement once per day. For further information about auto settlement window contact Paymark helpdesk.
Print (Shift) Totals
Press MENU > MERCHANT > ADMIN > PRINT TOTALS
- Press NO to print without clearing totals
OR
- Press YES to print totals and clear them for next shift
Send Oine
Transactions
• Press MENU > MERCHANT > ADMIN > SEND OFFLINE
Note: Terminal will automatically send stored oine transactions when the terminal regains connection to the
Paymark network.
Stored Totals • Press MENU > MERCHANT > ADMIN > STORED TOTALS

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Smartpay User Guide Pax S300 Combo (with S800 or S80/c)
Print Current Configuration
• Press MENU > CONFIG > password > PRINT CONFIG
Terminal will print out conguration receipt with current network and other host and merchant settings.
Configuration Updates
Smartpay oers a range of value-add services like Smartcharge automatic credit card surcharging, Receipt
Tipping and Tipping on terminal, Multi merchant, Currency Select EFTPOS and Pre-Authorisation.
From time to time Smartpay THD may need you to perform a CONFIG UPDATE on the terminal to apply
functionality changes. To do this:
• Press MENU > CONFIG > password > UPDATE CONFIG
Contact our sales team or THD to discuss activating/deactivating the value-added services on your EFTPOS terminal.
Network Comms Check
This check can be performed to verify the terminal has a working network connection.
• Press MENU > DIAGNOSTICS > COMMS TEST
Terminal screen will display process and display COMMS TEST: OK (and CONNECTION: OK if using IP) for a
working connection or DECLINED PLEASE TRY AGAIN if the connection is not working.
MERCHANT & COMMUNICATION SETTINGS
NETWORK SIGNAL ICONS
On the S300 PINpad you will see one or more of the following icons appear in the top right corner.
20/05/17 10:00 Not Connected
20/05/17 10:00 Connecting/Disconnecting
20/05/17 10:00 Connected
20/05/17 10:00 Sending
20/05/17 10:00 Receiving

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BROADBAND/FIBRE AND DIAL-UP SETTINGS
Changes to comms being used by your EFTPOS terminal are made in the APP MANAGER menu. Please contact
Smartpay THD for assistance before you attempt to use this menu.
• Press CANCEL →FUNCTION (or MENU) to exit idle screen and access APP MANAGER MENU
• Select CONFIG →Select COMMS
1. ETHERNET
2. DIAL UP
TERMINAL COMMS
REBOOT REQUIRED
TERMINAL WILL
POWER DOWN NOW
• Press 1to congure Broadband/Fibre Internet connection
• Press 2to congure Dial-up Internet connection
• Terminal requires reboot after any comms changes. If this does not
happen automatically, please perform a manual reboot by powering
terminal o and back on.)
MERCHANT & COMMUNICATION SETTINGS
App Manager
Smartpay THD may require you to access App Manager to change comms type or update your terminal software.
Making unauthorised changes in these settings may stop your terminal from working correctly. Please contact
Smartpay THD for assistance before you attempt to use this menu.
Press CANCEL > FUNC (or MENU) to exit idle screen and access APP
MANAGER MENU
• Press CLEAR or CANCEL to go back
APP MANAGER
1. CONFIG
2. TMS
3. SYSTEM
4. MISCELLANEOUS
5. RESTART
6. APPS
7. EXIT TO PROLIN
DATE TIME

SP126194251-0217
System Settings
App Manager controls some system settings that can be applied over the whole terminal. Terminal needs to be
rebooted to apply changes.
DISPLAY
Brightness
Default setting is at 80% - to change the display screen brightness:
• Press CANCEL > FUNC (or MENU) > SYSTEM > DISPLAY > BRIGHTNESS
Colours
Default setting is black text on white background - to change the display screen
background colour between white and black
• Press CANCEL > FUNC (or MENU) > SYSTEM > DISPLAY > COLOURS
POWER OPTIONS
Screensaver
Default setting when enabled, is 30 seconds – to enable/disable screensaver and set
timeout period (set between 30 seconds and 180 seconds).
• Press CANCEL > FUNC (or MENU) > SYSTEM > POWER OPTIONS > SCREENSAVER
Do not enable screensaver if your terminal is being used with POS or ECR in integrated/
interfaced mode.
Sleep Timeout
Set time on S900 and S920 mobile units for terminal to go into low power consumption
mode (set between 1 second and 60 seconds).
• Press CANCEL > FUNC (or MENU) > SYSTEM > POWER OPTIONS > SLEEP TIMEOUT
Enabling Sleep Timeout will conserve battery when terminal is not in use. However, the unit
will require an additional few seconds to “wake” from Sleep mode.
KEY BEEPS
Enable or Disable key press noise.
• Press CANCEL > FUNC (or MENU) > SYSTEM > KEY BEEPS