Bluefin PAXs500 User manual

PAX S500 Stand-Alone User Guide

PAX S500 Stand-Alone User Guide V1.0

Issued 07/26/2016

©Bluefin Payment Systems, 2016

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Contents

.............................................................................................................................................. 1

Support......................................................................................................................................................................................... 4

Contact Information............................................................................................................................................................................... 4

Response Times ..................................................................................................................................................................................... 4

Hours...................................................................................................................................................................................................... 4

Overview ...................................................................................................................................................................................... 4

Processing..................................................................................................................................................................................... 5

Batch out terminal ................................................................................................................................................................................. 5

Swiped transaction ................................................................................................................................................................................ 5

Keyed transaction .................................................................................................................................................................................. 5

Void a transaction .................................................................................................................................................................................. 5

Refund a transaction.............................................................................................................................................................................. 5

Authorization ......................................................................................................................................................................................... 6

Force sale ............................................................................................................................................................................................... 6

Void a forced transaction....................................................................................................................................................................... 6

Settings......................................................................................................................................................................................... 6

Receipt settings...................................................................................................................................................................................... 6

Change whether customer receipt prints out.................................................................................................................................... 6

Change whether receipt preprints immediately................................................................................................................................ 6

Change receipt font size..................................................................................................................................................................... 7

Editing receipt “Header” (top of receipt)........................................................................................................................................... 7

Editing receipt “Trailer” (bottom of receipt) ..................................................................................................................................... 7

Disabling receipt printing................................................................................................................................................................... 8

Reprinting a receipt ........................................................................................................................................................................... 8

Security Settings .................................................................................................................................................................................... 8

Make certain transaction types are password protected.................................................................................................................. 8

Changing password ............................................................................................................................................................................ 8

Disabling/re-enabling/password protecting certain transaction types (e.g. refunds, EBT, etc.)....................................................... 9

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Password protecting batching or keying transactions....................................................................................................................... 9

Disabling/re-enabling card types ....................................................................................................................................................... 9

Enabling AVS ...................................................................................................................................................................................... 9

Enabling CVV on Card Not Present (CNP) transactions.................................................................................................................... 10

General Settings................................................................................................................................................................................... 10

Disable or enable the beeping noise................................................................................................................................................ 10

Put in demo mode or remove from demo mode for training or testing ......................................................................................... 10

Change logo on image screen .......................................................................................................................................................... 10

Change terminal date or time.......................................................................................................................................................... 10

Enabling duplicate transaction check .............................................................................................................................................. 11

Turning backlight on or off............................................................................................................................................................... 11

Print report of all settings ................................................................................................................................................................ 11

Adding a clerk and server................................................................................................................................................................. 11

Setting up automatic batching......................................................................................................................................................... 12

Network settings.................................................................................................................................................................................. 12

Setting up static IP ........................................................................................................................................................................... 12

Enabling store and forward.............................................................................................................................................................. 12

Reporting .................................................................................................................................................................................... 13

Designating a default report................................................................................................................................................................ 13

Printing default report ......................................................................................................................................................................... 13

Print history report .............................................................................................................................................................................. 13

Create on-screen report of all transactions......................................................................................................................................... 14

Print report showing available data storage........................................................................................................................................ 14

Printing reports of current batch ......................................................................................................................................................... 14

Transaction search............................................................................................................................................................................... 15

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Support

Contact Information

PHONE: 800-675-6573 Option 2

EMAIL: [email protected]

ESCALATION EMAIL: servicemanagers@bluefin.com

Response Times

PHONE: Average hold time is 30 seconds; hold times over two minutes are rare

EMAIL: Response within 24 hours

Hours

Monday – Friday: 7:00 am – 6:00 pm Central

Saturday: 8:00 am – 4:30 pm Central

Overview

•Default password is either “1” or the current date in the format of MMDDYYYY

•As illustrated below, Bluefin’s PAX terminals connect to our PayConex payment gateway on the backend. Within

PayConex, you can access processing history, reports, and the ability to reissue or refund transactions.

•Bluefin’s PAX terminals utilize PCI-validated Point to Point Encryption (P2PE), the highest standard of data

security. PCI-validated P2PE prevents clear-text cardholder data from being present in a merchant or

enterprise’s system or network where it could be accessible in the event of a data breach.

•“Batching” in the terminal consists of printing a report and clearing the terminal but does not affect actual

settlement. Actual batching is done automatically in PayConex on the backend. If you would like to adjust your

actual backend batch time to optimize settlement timing or to assist you with reconciling your deposits, please

contact Bluefin. For PayConex manual, FAQs, support help and more, visit: www.bluefin.com/merchant-support

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Processing

Batch out terminal

Only need to do manually before turning off terminal

1) Press FUNC

2) Press 2 for “Batch”

3) Press 1 for “Batch Close”

Swiped transaction

1) Ensure bottom right corner says “Sale”

2) Enter Amount

3) Press ENTER

4) Swipe card

5) Follow additional prompts (varies depending on programming)

Keyed transaction

1) Ensure bottom right corner says “Sale”

2) Enter Amount

3) Press ENTER

4) Enter card number, expiration date, and additional info as prompted (varies depending on programming)

Void a transaction

Prevents sale from settling, use in place of refund if transaction has not batched out

1) Press arrows until V/SALE screen

2) Press ENTER

3) Search by transaction or reference number

4) Transaction will be displayed; press ENTER

5) Press cancel at signature screen

Refund a transaction

Only refund transactions that were not run the same day, otherwise use Void. For security reasons, refunding by card

number is often restricted. If you are unable to do this, please contact us.

1) Press arrows until you reach RETURN option

2) Press ENTER

3) Choose if by card number or reference number

4) Enter amount

5) Press ENTER

6) Swipe or enter card number or reference number

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Authorization

NOTE: Authorizations do not settle unless manually captured.

1) Press arrows until you reach AUTH option

2) Enter amount

3) Swipe or key card

4) Sign if swiped

Force sale

Manually capture an existing authorization.

1) Press arrows until you reach FORCED option

2) Enter amount

3) Swipe or key card

4) Enter auth number (if it has letters, press number key and then alpha key until correct letter is displayed)

Void a forced transaction

1) Press arrows until you reach V/FRCD

2) Press ENTER

3) Enter Transaction # and press ENTER

4) Transaction will be displayed

5) Press ENTER

6) Will ask if card present, respond

7) Press cancel at signature screen

Settings

Receipt settings

Change whether customer receipt prints out

1) Press MENU

2) Press 3 for “Operation Settings”

3) Press the down arrow and then press 4 for “Receipt Print”

4) Press 1 for “Customer Copy”

5) Follow prompt to turn off or on

Change whether receipt preprints immediately

1) Press MENU

2) Press 3 for “Operation Settings”

3) Press the down arrow and then press 4 for “Receipt Print”

4) Enter password and then press ENTER

5) Press 2 for “Preprint”

6) Follow prompt to turn off or on

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Change receipt font size

1) Press MENU

2) Press 3 for “Operation Settings”

3) Scroll down then press 4 for “Receipt

Print”

4) Enter password and then press ENTER

5) Press 3 for “Font Size”

Follow prompt to select a size

Editing receipt “Header” (top of receipt)

1) Press MENU

2) Press 2 for “Merchant Settings”

3) Press 3 for “Edit Header”

4) Enter Password and press ENTER

5) Select the line you would like to edit

Header Text 1

Merchant Name

Header Text 2

Street address

Header Text 3

City, State or Province, Postal Code

Header Text 4

Phone

Header Text 5

Anything else you would like to add!

6) Edit the text- use clear or cancel to delete existing text, to enter text press the corresponding button and then

the alpha key. To type a space, press the “0” key then press alpha four times. EXAMPLE: To type the letter “L”,

type “5” then press ALPHA three times.

7) Press ENTER

Editing receipt “Trailer” (bottom of receipt)

1) Press MENU

2) Press 2 for “Merchant Settings”

3) Press 4 for “Edit Trailer”

4) Enter Password and press ENTER

5) Select the line you would like to edit

6) Edit the text- use clear or cancel to delete existing text, to enter text

press the corresponding button and then the alpha key. To type a

space, press the “0” key then press alpha four times. EXAMPLE: To type

the letter “L”, type “5” then press ALPHA three times.

7) Press ENTER

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Disabling receipt printing

1) Press MENU

2) Press 3 for “Operation Settings”

3) Press 1 for “No Paper Mode”

4) Enter password and then press ENTER

5) Pick one of 3 options and press ENTER:

OFF

Terminal will only process if paper is inserted

Nothing will print until “No Paper Mode” is switched to “OFF” or “AUTO”

AUTO

RECOMMENDED. Will print unless there is no paper at which point it will automatically go

into “No Paper Mode”

Reprinting a receipt

1) Press FUNC

2) Press the down arrow

3) Press 2 for “Reprint”’

4) Select option

1. Last Cust Rcpt

Prints the receipt from the most recent successful transaction

2. Any receipt

Prints receipt specified; must know transaction number

Security Settings

Make certain transaction types are password protected

1) Press MENU

2) Press 2 for “Merchant Settings”

3) Press 2 for “Authorization”

4) Press 1 for “Transaction Types”

5) Choose the transaction type you want to make password-protected

6) Press 3 for “Pswd Protected”

Changing password

NOTE: Default password is either “1” or today’s date in the form of DDMMYYYY, so July, 4 2016 would be 07042016

1) Press MENU

2) Press 2 for “Merchant Settings”

3) Press 2 for “Security Settings”

4) Enter Password and press ENTER

5) Press 1 for “change password”

6) Press ENTER again for “Yes”

7) Enter old password when prompted and press ENTER

8) Enter new password when prompted and press ENTER

9) Reenter new password when prompted and press ENTER

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Disabling/re-enabling/password protecting certain transaction types (e.g. refunds, EBT, etc.)

1) Press MENU

2) Press 2 for “Merchant Settings”

3) Press 1 for “Authorizations”

4) Enter password and press ENTER

5) Press 1 for “Transaction Types”

6) Select the number corresponding with the card type you wish to edit

7) Follow prompts on the screen to enable, disable, or password protect the transaction type

Password protecting batching or keying transactions

1) Press MENU

2) Press 2 for “Merchant Settings”

3) Press 2 for “Security Settings”

4) Enter Password and press ENTER

5) Press 2 for “Batch” OR 4 for “Card Man. Entry” (to password-protect keyed transactions)

6) Press 2 for “Pswd Protected”

Disabling/re-enabling card types

NOTE: These instructions are only for enabling or disabling card types within your terminal. If a card type is disabled,

other devices connected to your account will still be able to accept that card. If you enable a card type that you were

previously unable to accept, it must also be enabled by your merchant services provider.

1) Press MENU

2) Press 2 for “Merchant Settings”

3) Press 1 for “Authorizations”

4) Enter password and press ENTER

5) Press 2 for “Card Types”

6) Press the number corresponding with the transaction type you would like to disable and press ENTER

7) Press 1 for “Disabled” or 2 for “Always Enabled”. PLEASE NOTE: This does nothing to change your backend

configuration, if enabling a card please also make sure it was added by your merchant services provider.

Enabling AVS

1) Press MENU

2) Press the down arrow

3) Press 1 for “System Settings”

4) Press 3 for “Working Mode”

5) Enter password and press ENTER

6) Press 2 for “Fraud Control”

7) Select the processing method you wish to enable AVS on, 3 for “AVS onCardNotPrsnt” is recommended

8) Select which card types it should be used for, 1 for “ALL” is recommended

9) Select which components of AVS should be used, 3 for “Zip” is recommended

PAX S500 Stand-Alone User Guide

PAX Stand-Alone User Guide July 2016

Enabling CVV on CardNot Present (CNP) transactions

1) Press MENU

2) Press the down arrow

3) Press 1 for “System Settings”

4) Press 3 for “Working Mode”

5) Enter password and press ENTER

6) Press 2 for “Fraud Control”

7) Press the down arrow

8) Select 1 for “V-Code”

9) Select which card types it should be used for, 1 for “ALL” is recommended

General Settings

Disable or enable the beeping noise

1) Press MENU

2) Press 3 for “Operations Settings”

3) Press 2 for “Buzzer Setup”

4) Press 1 for “Buzzer Setup”

5) Press 1 to turn it off, or 2 to turn it on

Put in demo mode or remove from demo mode for training or testing

1) Press MENU

2) Press 3 for “Operation Settings”

3) Press 3 for “Operation Mode”

4) Enter password and press ENTER

5) Press 1 to keep in normal mode or 2 for demo mode

Change logo on image screen

1) Create a version of your logo that is exactly 320x80 pixels

2) Send to [email protected]m

3) When you receive confirmation that it has changed, turn terminal off and back on

If you do not know how to change the image size, just send us your logo and we will crop it for you

Change terminal date or time

1) Press MENU

2) Press the down arrow

3) Press 1 for “System Settings”

4) Press 1 for “Date/ Time setup”

5) Enter the correct date (enter today’s date if already correct)

6) Press ENTER

7) Enter correct time in 24 hour format

8) Press ENTER

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