Quick Reference Guide
Select & run the BroadPOS payment application
Logging into SwipeSimple the first time
Logging into SwipeSimple after Setting a Permanent Password
Run a Sale Transaction for an Item
Steps to ensure Auto Batching occurs
Power up the terminal
- Facing the terminal’s screen, look for the power symbol on the right side of the terminal. This is the power button for the terminal.
- Push the “Power” button and hold for 2 to 4 seconds
- The PAX startup screen will appear. Wait for the boot to complete.
- On successful startup, the Android home screen will appear.
Connect to WiFi
- From the PAX A920 terminal home screen, select the “Settings” icon.
- You will be prompted for a password. Depending on the device firmware version, enter either 9876, pax9876, or pax9876@@ as the password and select “OK”.
- You will be directed to the settings screen. Select Wi-Fi settings.
- A list of available Wi-Fi networks will appear. Select one of the networks that you have access to.
- Enter your Wi-Fi password and select “CONNECT”.
- Upon successful authentication, the terminal will be connected to the Wi-Fi network.
Select & run the BroadPOS payment application
- On the terminal device’s home screen, select the BroadPOS payment application. Depending on a merchant’s backend processor, this will be labelled as Omaha, TSYS Sierra, Vantiv, or RapidConnect.
- Once selected, you will be taken to the BroadPOS home screen.
- Tap the circle icon at the bottom of the screen to enable the BroadPOS payment application to run in the background.
Logging into SwipeSimple the first time
- On the terminal device home screen, select the “SwipeSimple” icon to be taken to the login screen.
- Enter the email address associated with your SwipeSimple merchant account and your password. You may have a temporary password provided to you in your SwipeSimple Welcome Email.
- If this is your first time logging into SwipeSimple you will be prompted to set a new password. Upon selecting a permanent password, you will be redirected to the New Charge screen.
Run a sale transaction for an item
- After logging into the SwipeSimple application, you will see the New Charge screen.
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Adding items to your cart:
- To add a Quick Item to your cart, select the “Quick Item” tab just above the keypad and key in a dollar amount on the touch screen (select the plus (+) button on the bottom left to add additional Quick Items).
- To add a saved item from your Item Catalog, select the “Items” tab and choose an item(s) from your list.
- Select the “Cart” tab to review or modify the items in your cart.
- Select the Checkout button.
- Select “Card” or “Cash” as the method of payment.
- When selecting “Card”: Tap, dip or swipe the card on the PAX A920 hardware terminal. The app will show a “PROCESSING” screen. Upon successful charge, the user is prompted to “REMOVE CARD”, and will be presented with an Approval screen with options to print/email/text receipt or view additional transaction details..
- When selecting “Cash”: Select a Tendered Amount. The app will show a “PROCESSING” screen. Next, the user is presented with a Change Due screen with options to print/email/text receipt or view additional transaction details.
Void a Sale Transaction
- In the SwipeSimple app, select the side menu button from the upper left corner.
- Select the “Transaction History” option.
- A list of all transactions conducted on the terminal shows up.
- Select the sale transaction to be voided.
- Select the “Void” button to void the transaction.
- Confirm the action by tapping “Void”.
Refund a Sale Transaction
- The card must be present or card details available to key for refunds
- In the SwipeSimple app, select the side menu button from the upper left corner and select the “Transaction History” option.
- Tap on the transaction you would like to refund.
- Tap on the refund button.
- Select the amount you would like to refund.
- Tap confirm.
- Insert the card used in the original transaction or key in the card details.
Read more here: Processing a Refund on SwipeSimple Terminal
Steps to ensure Auto Batching occurs
- In the SwipeSimple app, select the side menu button from the upper left corner.
- Select the Current Batch button from the menu.
- Select the “Close Batch” option in the top right to close the batch.
Depending on your settings selection, the terminal will print out the batch report.
Manually batching
- In the SwipeSimple app, select the side menu button from the upper left corner.
- Select the Current Batch button from the menu.
- Select the “Close Batch” option in the top right to close the batch.
- Depending on your settings selection, the terminal will print out the batch report.
Read more here: How to Manually Batch
Post Auth Tip Adjust
- In the SwipeSimple app, select the side menu button from the upper left corner.
- Select the Current Batch button from the menu.
- Tap on the transaction that you wish to add the tip to.
- Add tip amount to the TIP field.
- Select SAVE & CLOSE to exit or SAVE & NEXT to move to the next transaction in the batch.
Read more here: Post-Auth Tip Adjust