Overview

This article describes how to configure Heartland Retail to use the PAX S920 device to process payments. The PAX S920 is supported only by Heartland Payment processing.

To function properly, the PAX S920 must be loaded with a Special PAXStore template for Heartland Retail.

We recommend you make any adjustments to the device at the PAXStore level to ensure that, if the device’s firmware is ever updated or changed, those updates will include the site-specific settings. If you do not set them at the PAXStore level, your settings will be overwritten by any downloads.

Prerequisites

  • You must add an S920 SKU to an opportunity in Salesforce.
  • The merchant account must have a Heartland Processing MID in Salesforce to complete the order.
  • The merchant must be processing with Heartland Payments Systems.

PAX devices are set up in BroadPOS or PAXStore with a pre-configured template for Heartland Retail. We recommend you make any adjustments to the device at the BroadPOS/PAXStore level to ensure that, if the device’s firmware is ever updated or changed, those updates will include the site-specific settings. If you do not set them at this level, your settings will be overwritten by any downloads.

If you have any questions or concerns regarding the PAX device, please email them to paxsupport@e-hps.com, or call 1.888.909.8498.

Configuring the PAX S920

Connecting to Wi-Fi

  1. Turn on the device.
  2. Hold down the green button and press 1 to open Settings.
  3. Enter the password (916860), then select OK.
  4. Using the down-arrow, select Communication.
  5. Enter the password (916860), then select OK.
  6. Using the down-arrow, select Wi-Fi Paramenters.
  7. Select Wi-Fi network, enter network password, then tap Connect.
  8. To save and exit, tap the Red X button until you are back at the main screen.

Enabling / Disabling Receipt Printing

  1. Turn on the device.
  2. Hold down the green button and press 1 to open Settings.
  3. Enter the password (916860), then select OK.
  4. Go to Operation Settings and, using the down-arrow, select Receipt Print.
  5. Enter the password (916860), then select OK.
  6. Make appropriate selection enable or disable receipt printing.
  7. To save and exit, tap the Red X button until you are back at the main screen.

Configuring Heartland Retail

Make sure your device is plugged in to a power source and is connected to your store's network.

Activate Heartland Gateway

In order to start processing transactions with Heartland, you need to activate it in your account.

1. Log in to your Heartland Retail account and go to Settings > Credit Cards > Location, selecting the location in which you are using your new device.

2. Click the Add Gateway button.

3. Click the Choose link under the Heartland logo.

4. Next, fill in the information required on the form. This should have already been filled in by the dealer/reseller already, but can be acquired for the device via broadPOS or the PAXStore.

Service URL: http://api2.heartlandportico.com

Sync your Device

1. In the Point of Sale left menu, click the Settings option as shown below.

2. In the Settings popup, select PAX Payment Terminal from the Payment Devices dropdown. The device should have a pre-configured IP address.

Congratulations! You are now ready to process credit cards with Heartland and your new payment device.

Other Features

Payment Signature Capture

> When connected with PAX S920 devices via Heartland processing, signature-capture will be enabled by default. If you do not wish to use this feature, go to the Settings -> Location -> Station page at each station to disable the setting.

> Once you capture the signature on the PAX device, it will be stored with the transaction and will display it in the following areas:

  • Under the payments section when viewing a completed Sales Ticket
  • Under the payments section on a Sales Order

Customer-Facing Display

The PAX S920 can be used as a customer-facing display. In order to access this functionality, you must enable the Customer-Facing Display setting on the device.

Once you have configured the device, configure in Heartland Retail as described:

> Go to the Point of Sale screen and select the menu icon (displayed as ≡) located in the upper left corner.

> Go to Settings to open the connect app. The Customer Display Device dropdown will automatically display a list of all connected devices that support this feature.

> Select your device from the list to enable Customer Display.

Did this answer your question?