SwipeSimple clearent PAX A Series User manual

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PAX A920 PAX A80
SwipeSimple

PAX A Series Quick Reference Guide
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PAX A SERIES QUICK REFERENCE GUIDE
Accessing the Terminal / Android Settings.....................................................3
Setting Date & Time................................................................................................................4
Setting Wi-Fi Connection..................................................................................................5
Setting Ethernet (A80 Only)............................................................................................6
Setting Password for Terminal / Android........................................................... 7
Setting Volumne and Key Beep..................................................................................8
Select & Run The Broad POS Payment application..................................9
Log into SwipeSimple: FIrst Time...............................................................................10
Log into SwipeSimple: Permenant Password Set.......................................11
Sale Transaction: Quick Item Using a Credit Card..................................12
Sales Transaction: Item from Catalog using Credit ............................. 14
Void Credit Card Sale..........................................................................................................17
Refund a Transaction.......................................................................................................... 19
Manually Batching the Terminal...............................................................................21
Terminal & Techincal Support....................................................................................22
Table of Contents
*PAX Technology, Inc. is not responsible for the content, quality, accuracy or completeness of any
information or materials contained in on these pages. PAX Technology, Inc. does not endorse any
content, viewpoints, products, or services contained on these pages and shall not be held liable for any
losses caused by reliance on the accuracy, reliability or timeliness of such information. Any person or
entity that relies on any information obtained from these pages does so at his/her own risk.
PAX Technology, 8880 Freedom Crossing Trail, Building 400, 3rd Floor, Suite 300, Jacksonville, FL 32256

PAX A Series Quick Reference Guide 3
ACCESSING THE TERMINAL / ANDROID SETTINGS
1. If you are in the payment application, choose the CIRCLE AT THE BOTTOM to
return to the home menu.
2. Once on the Android home screen choose the option for SETTINGS.
3. The settings password is 9876 or in some cases 9876@@. Once that is keyed
into the terminal press the OK on the terminal screen –the green keypad
button will not work on this screen.
4. Once in the settings menu you can use your finger to scroll down to reach
the settings you want to configure.
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PAX A Series Quick Reference Guide
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SETTING DATE & TIME
1. Choose the option for DATE & TIME to access the date and time setting
menu.
2. The terminal will come with the auto time zone set to Eastern time zone and
in Military time.
3. Flag off AUTOMATIC TIME zone setting and then choose the SELECT TIME
ZONE setting option to configure the merchant’s time zone.
4. Use your finger to scroll to find the merchant’s time zone and choose the
option for the appropriate time zone.
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PAX A Series Quick Reference Guide 5
SETTING WI-FI CONNECTION
1. Choose the WI-FI OPTION to set the Wi-Fi setup.
2. TURN THE WI-FI OPTION ON and then choose the network to connect to.
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PAX A Series Quick Reference Guide
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SETTING ETHERNET (A80 ONLY)
1. Choose the ETHERNET OPTION to set the Ethernet setup.
2. Turn the ETHERNET OPTION ON.
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PAX A Series Quick Reference Guide 7
SETTING PASSWORD FOR TERMINAL / ANDROID
1. Choose the PASSWORD setting to update the Password. DEFAULT
PASSWORD IS 9876 or in some cases 9876@@, but it is recommended that
you change the password and keep it in a secure place.
2. If you turn this option OFF it will disable the password for the terminal/
android settings. Choose MODIFY PASSWORD option to change the
terminal/android setting password.
3. Enter the original password and then the new password you wish to set
twice. Once entered press the OK button to complete update.
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PAX A Series Quick Reference Guide
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SETTING VOLUMNE AND KEY BEEP
1. Choose the Sound & notification setting to update the volume and keypad
beeps.
2. This setting controls the notification volume –notification can consist of
application updates made to the payment app, and other app pushes made
to the terminal. To turn off the keypad beeps flag the Key Tone option off.
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866.435.0666

PAX A Series Quick Reference Guide 9
SELECT & RUN THE BROAD POS PAYMENT APPLICATION
1. Select the BroadPOS payment application on the home screen of the PAX
A80 hardware terminal using the touchscreen.
2. On selecting the application, the home screen of the application shows up.
3. Enable the BroadPOS payment application to run in the background by
selecting the circle icon at the bottom of the screen.
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PAX A Series Quick Reference Guide
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LOG INTO SWIPESIMPLE: FIRST TIME
1. On the touchscreen of the PAX A80 hardware terminal, select the
“SwipeSimple” icon.
2. The SwipeSimple login screen appears. Using the virtual keyboard that
appears on the touchscreen of the PAX A80 hardware terminal, enter the
Email ID associated with your SwipeSimple merchant account and the
temporary password, provided to you in the SwipeSimple welcome email
sent to your email ID.
3. The SwipeSimple app will now prompt you to reset your password. Using the
virtual keyboard that appears on the touchscreen of the PAX A80 hardware
terminal, enter the permanent password. You will then be redirected to the
New Charge screen.
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PAX A Series Quick Reference Guide 11
LOG INTO SWIPESIMPLE: PERMENANT PASSWORD SET
1. On the touchscreen of the PAX A80 hardware terminal, select the
“SwipeSimple” icon.
2. The SwipeSimple login screen appears. Using the virtual keyboard that
appears on the touchscreen of the PAX A80 hardware terminal, enter the
Email ID associated with your SwipeSimple merchant account and the
permanent password.
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PAX A Series Quick Reference Guide
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SALE TRANSACTION: QUICK ITEM USING A CREDIT CARD
1. On the touchscreen of the PAX A80 hardware terminal, select the
“SwipeSimple” icon.
2. After logging in, you will see the New Charge screen.
3. Enter amount to be charged on the PAX A80 physical keypad.
4. Enter amount to be charged on the PAX A80 physical keypad.Run the charge
by either:
A. Pressing the green button on the physical keypad of the PAX A80
hardware terminal.
B. Pressing the green charge button on the touch screen of the PAX A80
hardware terminal.
4B
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PAX A Series Quick Reference Guide 13
5. If cash sales are enabled, select if it is a card or cash transaction.
6. If account is configured for Non-Cash Adjustment, and the option to Bypass
the NCA is enabled, select whether you want to Apply or Not Apply the NCA. If
the option to bypass the NCA was NOT enabled, this screen will not appear.
7. Swipe/Tap/Dip card on the PAX A80 hardware terminal. The app now shows
a “PROCESSING” Screen. Upon successful charge, the user is prompted to
“REMOVE CARD.”
8. SwipeSimple now shows the “APPROVED” screen with options to print/email/
text receipt, or a “DECLINE” message.
9. You can then click on “Receipt” if you wish to email/text a receipt, or if the
device is configured to automatically print a receipt, it will print at this time.
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PAX A Series Quick Reference Guide
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SALES TRANSACTION: ITEM FROM CATALOG USING CREDIT
1. On the touchscreen of the PAX A80 hardware terminal, select the
“SwipeSimple” icon.
2. After logging in, you will see the New Charge screen.
3. Select “Items” on the touchscreen of the PAX A80 hardware terminal device,
to view items from your Item Catalog.
4. Select the item using the touchscreen of the PAX A80 hardware terminal
device to add it to your cart.
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PAX A Series Quick Reference Guide 15
5. Adding items to your cart:
A. Add a Quick Item to your cart by entering the amount on the physical
keypad of the PAX A80 hardware terminal.
B. Confirm the addition of the Quick Item by either pressing the green
button on the physical keypad of the PAX A80 hardware terminal or
by selecting the “Add to Cart” icon on the touchscreen of the PAX A80
hardware terminal .
C. Add a regular item to your cart by selecting it from the “Items” list on
the touchscreen of the PAX A80 hardware terminal.
6. After you have finalized your cart, select “Cart” on the touchscreen of the
PAX A80 hardware terminal and review your cart.
7. Select the “CHARGE” button.
5B
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PAX A Series Quick Reference Guide
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8. If account is configured for Non-Cash Adjustment, and the option to Bypass
the NCA is enabled, select whether you want to Apply or Not Apply the NCA. If
the option to bypass the NCA was NOT enabled, this screen will not appear.
9. Swipe/Tap/Dip card on the PAX A80 hardware terminal. The app now shows
a “PROCESSING” screen upon successful charge, the user is prompted to
“REMOVE CARD.”
10. SwipeSimple now shows the “APPROVED” screen with options to print/email/
text receipt, or a “DECLINE” message.
11. You can then click on “Receipt” if you wish to email/text a receipt, or if the
device is configured to automatically print a receipt, it will print at this time.
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PAX A Series Quick Reference Guide 17
VOID CREDIT CARD SALE
1. On the touchscreen of the PAX A80 hardware terminal, select the
“SwipeSimple” icon.
2. Use the touchscreen of the PAX A80 hardware terminal to select the side
menu button from the upper left corner of the SwipeSimple app.
3. Select the “Transaction History” option.
4. A list of all transactions conducted on the terminal shows up. Select the sale
transaction to be voided.
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PAX A Series Quick Reference Guide
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5. Select the “Void” button to void the transaction.
6. Confirm the action by tapping “Void”.
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PAX A Series Quick Reference Guide 19
REFUND A TRANSACTION
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1. On the touchscreen of the PAX A80 hardware terminal, select the
“SwipeSimple” icon.
2. Use the touchscreen of the PAX A80 hardware terminal to select the side
menu button from the upper left corner of the SwipeSimple app.
3. Select the “Transaction History” option.
4. A list of all transactions conducted on the terminal shows up. Tap on the
transaction you would like to refund.
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PAX A Series Quick Reference Guide
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5. Once card holder signs on the screen, select CONFIRM to accept or CLEAR to
clear the signature and retry the signature.
6. Select the PRINT button to print the receipts.
7. The terminal will display the transaction status.
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