You will need to ensure that PAX has been enabled in the Licence Gateway.

 

Go to: Setup > Licence Gateway.

Any modules licensed for the current terminal will be displayed in the green area.

 

If you have been licensed for PAX, PAX will appear under the Options column.

If PAX does not appear in the Licence Gateway, please contact us and speak to Sales who will be able to organise your Licence for PAX.

Once the PAX module has been added to your licence, you will need to open the Licence Gateway window and press the "Reload" button on the bottom left-corner of the Licence Gateway window. This will obtain/download the latest licence details from Idealpos. Once this has been done, PAX should appear as per the below image.

Press OK, then completely restart Idealpos for the licence to take effect.

Idealpos can be closed via the IPS Utils (Start > Idealpos > IPSUtils) > press the "Close" button which will close the Idealpos suite.

Idealpos can then be started via the Desktop shortcut or via the Start Menu (Start > Idealpos > Idealpos).

 

 

 

The Payment Terminal will require two connections, the first being a connection to power, and the second connection being an Ethernet connection to the network.

Ensure that you have the above connections available at/near each POS terminal which will be associated with a PAX Payment Terminal.

The Payment Terminal will contain a single cable protruding from the device which splits into three connectors, plus a socket for a power connection.

The available connectors are: LAN (red), RS232A (blue) and RS232B (yellow).

Connect a network cable (CAT5 or CAT6) to the LAN connector and connect the supplied power adapter to the power socket.

 

 

After connecting the Payment Terminal to power, it should power on shortly afterwards.

Whilst the Payment Terminal starts, a series of messages will be displayed, one example shown below:

 

 

Once the startup process has been completed, the terminal should display a home screen.

The home screen will appear similar to the below, which will also momentarily display the terminal IP address at the top of the screen:

 

 

You may then proceed to the next step below (Configure the PAX S300 Payment Terminal).

 

By default, the PAX Payment Terminal will be configured to automatically obtain an IP address from a DHCP server.

We strongly recommend that the Payment Terminal is either configured with a static IP address or an IP address reservation is set at the DHCP server/router to bind the terminal MAC address to an IP address reservation so that the terminal can maintain the same IP address.

Failing to set a static address either via the terminal or address reservation will result in the IP address changing each time the terminal requests an address from the DHCP server.

Any change to the IP address will result in Idealpos losing connection with the Payment Terminal until Idealpos is manually configured with the terminal's new IP address.

Creating an IP address reservation is outside the scope of this guide due to the vast range of routers available on the market in addition to the endless variations of network configurations.

Refer to your router/DHCP server documentation for further information on setting DHCP reservations.

 

In this guide, we will focus on configuring a static address via the Payment Terminal.

Before proceeding, ensure that you have obtained the password to access the Payment Terminal functions.

This may be obtained from the Payment Institution and/or supplier of the Payment Terminal.

Once the Password has been obtained, ensure that the Payment Terminal screen isn't dimmed.

Should the screen be dimmed, pressing any button on the terminal should cause the screen brightness to increase.

After the screen has brightened, press and hold the Function and 1 keys both at the same time.

 

 

The Payment terminal will then request the entry of a Password.

Using the numeric keypad, enter the password which was obtained earlier.

After entering the password, press the green enter button on the terminal to proceed.

 

 

Once the password has been entered and accepted, a Main Menu will be displayed.

 

 

Press the down arrow on the screen, then press 2. Communication.

 

 

You will be prompted to enter the password.

Enter the same password that was entered previously, then press the green enter button.

Press the down arrow twice. Two options should be available.

1. LAN Parameters and 2. ECR Comm. Type.

Press 1. LAN Parameters.

 

 

Finally, LAN Parameter options which can be used to configure the Payment Terminal network settings will be displayed.

These options include LAN Type (DHCP/Static), IP Address, Subnet Mask, Gateway IP and more.

 

 

From the LAN Parameters screen, press "1. LAN Type" to toggle between a DHCP and static IP address.

The number displayed next to the LAN Type text at the top of the screen will indicate which LAN Type is currently in use.

The number shown next to LAN Type will correspond to one of the LAN Types listed below (LAN types of DHCP or Static).

Press "2. Static" to set the LAN Type to Static.

 

 

After selecting "2. Static", the terminal will then return to the LAN Parameters menu.

If you need to confirm that the LAN Type was changed to Static, from the LAN Parameters menu, press "LAN Type" and the number displayed next to the LAN Type text should have changed so that it corresponds to the Static LAN type as per the below example.

 

 

Once the LAN Type has been set to Static, the IP address will need to be configured.

From the LAN Parameters menu, press the option "2. IP Address" to configure the IP address.

You may initially see the IP address that was assigned by the DHCP server.

Clear the IP address by continuously pressing the yellow back button on the payment terminal (located between the red x and the green enter keys).

Before assigning/entering an IP address, ensure that it hasn't been assigned to any other devices on your network.

Also, ensure that any IP address entered is outside your DHCP range (to prevent the DHCP server from assigning the same address to other devices).

Refer to your DHCP server or router for more information on DHCP ranges.

Then using the numeric keys, enter the static IP address that you want to assign to the Payment Terminal.

Note that when entering the IP address on the terminal, each set of numbers in the IP address is three digits long.

When entering an IP address that doesn't occupy all three digits in each set, you will need to enter leading zeroes.

Example: An IP address of 192.168.15.200 will need to be entered as 192.168.015.200.

Another example: An IP address of 10.15.25.60 will need to be entered as 010.015.025.060.

The below image shows an IP address of 192.168.015.200.

After you have entered the IP address, press the green enter button on the terminal to save the change.

 

 

From the LAN Parameters screen, select the Subnet Mask option.

Enter the required Subnet Mask, then press the green enter button to save the change.

 

 

You may want to also configure the remaining LAN Parameters (e.g. Gateway IP, DNS Mode, DNS IP, DNS IP 2) following a similar process as above.

Additional LAN Parameters can be accessed by pressing the up/down arrows, then select the required parameter and configure it as required.

Remember that the same logic applies to the other LAN parameters; wherever the parameter that you're configuring contains decimal places, and your parameter doesn't occupy all the numbers in each set, remember to add leading zeroes.

 

 

 

Once the network configuration has been completed on the Payment Terminal, keep pressing the back button on the terminal screen until the terminal main screen is displayed.

Alternatively, keep pressing the physical red "X" button on the terminal until the terminal main screen is displayed.

To ensure that your POS terminal can successfully communicate with the payment terminal, you may also perform a ping request from the POS terminal.

Open the Windows Command Prompt (Windows Key + R > enter "cmd" then press OK).

 

 

Enter ping followed by the payment terminal IP address.

E.g. ping 192.168.15.200

If the Payment Terminal has successful network connectivity with your POS terminal, a successful reply should be received as per the below example:

 

 

Once the terminal network settings have been configured and the terminal is successfully communicating via the ping test, proceed to the next step to configure Idealpos.

 

Go to Setup > POS Terminals > Select POS Terminal > Modify

In the EFTPOS Settings tab, set the following:

Disable: Unchecked

EFTPOS Type: PAX

Allow multiple EFTPOS Tendering: Checked/Enabled

Automatically choose Tender Type based on Card Type: Checked/Enabled

 

EFTPOS:

Pinpad IP Address: Enter the Static IP address which was configured in the above steps under the "Configure the PAX S300 Payment Terminal" section.

Port: 10009

 

 

Once the above EFTPOS Settings have been configured, press the Connect button.

A connection will then be established with the Payment Terminal.

Once Idealpos establishes a connection with the Payment Terminal, the text "Connected" will be displayed next to the Connect button as per the below example:

 

 

Ensure that there is at least one tender configured for EFTPOS and it is not inhibited.

Go to: Setup > Function Descriptors.

Identify whether there is an existing Tender with a Description of "EFTPOS".

If such a Tender already exists, select it, then press the "Modify" button on the bottom-right corner of the screen.

If an EFTPOS Function Descriptor does not exist, find the next unused Tender then select Modify (unused Tender Types will typically have a description of TENDER ##, where ## will match the number of the corresponding tender).

 

Configure the EFTPOS Function as follows, paying attention to ensure that the EFTPOS tickbox is enabled:

 

 

Press "Save" to save the above changes.

 

Ensure that the EFTPOS Tender is not inhibited by going to: Setup > Yes/No Options.

Enter Keyword Search: Inhibit Tender

Then ensure that there is no tickbox displayed next to "Inhibit EFTPOS".

If a tick exists next to this Tender, ensure that you untick it by clicking in the All column next to Inhibit EFTPOS.

 

 

Then close the Yes/No options screen and continue to the next step below.

 

The PAX EFTPOS Integration will use the printer that's configured in Idealpos for the POS Terminal.

When Idealpos prints out a receipt for a sale that has been paid for using the PAX EFTPOS Integration, the sale receipt will include the details from the EFTPOS transaction (i.e. Transaction Approved, the EFTPOS amount, the masked card number and any other ID numbers processed by the EFTPOS terminal).

 

The printer configuration will vary depending on the type of printer you are using and the interface used (e.g. USB, Ethernet, etc.) to connect the printer to the POS Terminal.

Refer to the Network Printers section in the User Guide for more details on setting up a printer.

 

We recommend creating two buttons on your POS Screens for the below functions:

• EFTPOS Settlement - This button is used to settle your EFTPOS after you have finished trading for the day. It will produce a receipt printout showing the number of EFTPOS transactions for the day as well as the EFTPOS amounts that were received during the day.
• EFTPOS Reversal - This button is used to perform an EFTPOS Reversal/Refund of a previously performed EFTPOS transaction.

 

For further details about using EFTPOS Settlement, click here (ensure that the POS Screen button has been created as outlined below).

For further details about using EFTPOS Reversal, click here (ensure that the POS Screen button has been created as outlined below).

 

To create buttons for the above functions, go to: Setup > POS Screen > POS Screen Setup > Buttons

 

From the bottom of the POS Screen, find a suitable tab where you'd like to create the POS buttons then click on it.

 

Create a button for EFTPOS Settlement.

Click on a blank button, then from the list of available functions on the right-hand side, select "EFTPOS Settlement".

Then configure the other aspects of the button (such as the button text/button text size, button colour, etc.) as required.

Finally, press "Save" to save the button.

 

 

Create a button for EFTPOS Reversal.

Click on a blank button, then from the list of available functions on the right-hand, select "EFTPOS Reversal".

Then configure the other aspects of the button (such as the button text/button text size, button colour, etc.) as required.

Finally, press "Save" to save the button.