Pax Technology TSYS A920 User Manual
User Guide
mPOS A920
Mobile Payment Acceptance
User Guide
Disclosure Statements
Confidential Notice
The information contained herein is the property of Total System Services, Inc. ® (TSYS®). This
document contains CONFIDENTIAL information that is produced solely for the benefit of the
named parties. All parties should keep all information contained herein confidential, and on no
account should the information, in whole or in part, be disclosed or disseminated to any third
party without the express written permission of TSYS.
Copyright & Trademark
© 2017 Total System Services, Inc. ® all rights reserved worldwide. Total System Services, Inc., and
TSYS® are federally registered service marks of Total System Services, Inc., in the United States.
Total System Services, Inc., and its affiliates own a number of service marks that are registered in
the United States and in other countries. All other products and company names are trademarks
of their respective companies.
Table of Contents
Introduction .............................................................................................................................. 4
Account Activation and Login ................................................................................................ 5
Activate Your Account ............................................................................................................................. 5
PIN Entry ...................................................................................................................................................... 17
Login to Your Account ............................................................................................................................ 18
The Main Menu ...................................................................................................................... 20
Manage Settings ...................................................................................................................................... 22
View Account Information ..................................................................................................................... 30
Help ............................................................................................................................................................. 31
Products, Categories, Discounts and Customers ................................................................ 32
Viewing Products ...................................................................................................................................... 32
Add a Product .......................................................................................................................................... 33
Remove a Product ................................................................................................................................... 35
Categories ................................................................................................................................................. 40
Discounts .................................................................................................................................................... 44
Manage Customer Information ............................................................................................................. 50
Add New Customer ................................................................................................................................. 51
Remove Customer Information ............................................................................................................. 58
Transactions ........................................................................................................................... 61
Add a Customer to a Transaction......................................................................................................... 62
Begin a Transaction ................................................................................................................................. 63
Discounts .................................................................................................................................................... 73
Processing a Payment ............................................................................................................................. 80
Tips and Signature .................................................................................................................................... 88
Approved Transaction ............................................................................................................................. 89
Table of Contents
Declined Transaction ............................................................................................................................... 90
Forced Authorizations .............................................................................................................................. 92
Partial Authorizations ............................................................................................................................... 95
Open Orders .............................................................................................................................................. 97
Returns/Reversal/Void ..........................................................................................................102
History ....................................................................................................................................104
Transaction History .................................................................................................................................. 104
Process a Return from the Transaction History .................................................................................. 108
Back Office/Merchant Center .............................................................................................117
Log Into Merchant Center .................................................................................................................... 117
Creating User Profiles in Merchant Center ........................................................................................ 119
Creating and Managing Products In Merchant Center ................................................................ 122
Product Categories ................................................................................................................................ 123
Tax Rates .................................................................................................................................................. 125
Add a New Product ............................................................................................................................... 130
Discounts .................................................................................................................................................. 134
Modifiers ................................................................................................................................................... 138
Variations ................................................................................................................................................. 141
Manage Product Options ..................................................................................................................... 146
Importing Products ................................................................................................................................. 150
User Guide
Introduction
Mobile Payment Acceptance (MPA) is an easy-to-use application on your A920 device that
provides reliable, secure, and portable transaction processing, as well as other useful features for
managing your business.
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Account Activation and Login
Activate Your Account
To begin processing payments with Mobile Payment Acceptance, you first need to activate
your merchant account. During the account activation process, you will create a password for
future login as well as a personal identification number (PIN) for quick access.
In order to activate your merchant account, you will need the email address associated with
your account which contains your merchant account information as well as your truncated 12digit Merchant ID and 14-digit Device ID numbers. Your non truncated Merchant ID will be
provided to you during our phone onboarding and training session.
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1.
2.
3.
4.
There are several links on the welcome screen:
1. If you have not yet received your welcome email, tap Haven’t received your welcome
email? You can contact Customer Support at 600-654-9256 to request another one.
2. If the device shows a red icon and Device is not connected to a network, tap the link to
start or set up the Wi-Fi connection.
3. If you have already activated your account, tap Already have a password? Login here!
4. Otherwise, tap Continue to activate your account and sign in for the first time.
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Haven’t received your welcome email?
If you did not receive a welcome e-mail, please contact Customer Support at 800-654-9256 to
request another one.
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Not connected to the internet?
If the device is not connected to the internet:
1. Tap the Device is not connected to the internet icon.
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2. Connect to your Wi-Fi network.
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Activate your account and sign in for the first time
1. Enter the Email ID. This is the email used for correspondence related to your merchant
account.
2. For the Device ID use your Merchant ID and add two digits to the end depending on the
device you are using. If you have one device this is 01, if you have 2 devices this is 02 and
so on.
3. Enter and re-enter a New Password. Be sure to record this password for future use.
Note: The password must contain eight to sixteen characters, and consist of at least one number from
0 to 9, at least one uppercase and one lowercase letter from A to Z, and at least one special character
(! @ $ ^ * - _ .). Your password can not contain spaces or match any of the previous six passwords.
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1.
2.
3.
5.
4.
4. Move the slider to indicate that you agree with the Terms and Conditions.
5. Tap Next.
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6.
7.
8.
6. Tap each security question prompt and select a question.
7. Enter answers for each of the four security questions.
8. Tap Next.
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9.
10.
9. Use the number pad to create your new PIN and tap Next. Re-enter your PIN to confirm
it. Record this PIN for future use, as it can be used to quickly log into the application after
it times out, when the device is turned off, or when the application is closed and
reopened.
10. Tap Next.
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11. A dialog box displays. Tap Continue to run a test transaction to complete the device
setup.
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12. Initiate a test transaction by inserting a card, swiping a card, or selecting manual entry.
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13. A confirmation screen displays showing that the test transaction has been approved. The
setup process is now complete.
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PIN Entry
After you activate and create a PIN, you normally only need to enter the PIN to access the
application.
If you tap the forgot PIN button, and see the message, “Admin PIN Cannot be Reset”, you will
need to clear all application data for Payments 3.0 through Device Settings and Log back in to
the application.
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Login to Your Account
If you have already activated tap the Already have a password? Login Here! link to log in.
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1.
2.
3.
4.
A login screen displays. Enter your login information.
1. Enter your TA# in the Username field
2. Enter your Password.
3. Enter the Device ID. This is your 12 digit merchant number followed by the two digit
device ID.
4. Tap Login.
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The following are the features and functionality accessible
from the main menu:
Transactions
Register – Perform a quick sale.
Forced Authorization – enter a previously obtained
authorization code from the issuing bank for a
customer’s transaction.
Forced Return – Force a refund for a customer for a
specific amount.
Open Orders – View, search or cancel open orders.
History
Transaction History – Filter and search transaction
history; view individual transactions; initiate returns from
the transaction details in transaction history.
Customers – Add, view, search and edit customer records.
Settings
Transactions – View, add and modify tax rate, tip
settings, signature requirements, and invoice numbers;
enable or disable auto-processing of offline
transactions (For more info see Offline Payments
Section of this User Guide.)
Account – View processing summary, account
summary, and the current application version. Change
your password and sign out of the application from
here.
Help – View support information.
Sign Out – Sign out of the application.
The Main Menu
The Main Menu of MPA application gives you access to all of the features that allow you to
customize transactions, view sales data, manage product inventory, manage customer
information, and view or update settings. You can access the Main Menu from anywhere in MPA
by tapping the upper-left corner of the screen.
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Inventory
Products – Create, view and edit your products.
Categories – View, add and edit product categories.
Discounts – View, add and edit your discounts.
Settings
Transactions – View, add and modify tax rate, tip
settings, signature requirements, and invoice numbers;
enable or disable auto-processing of offline
transactions (For more info see Offline Payments
Section of this User Guide.)
Account – View processing summary, account
summary, and the current application version. Change
your password and sign out of the application from
here.
Help – View support information.
Sign Out – Sign out of the application.
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Settings, Account Information, and Help
Manage Settings
Mobile Payment Acceptance is customizable, allowing you to choose the transaction settings
that best fit your business needs. You can access and change settings from the Main Menu.
Transaction Settings
The Transactions option under Settings gives you access to the following functions:
Create or edit a tax rate
Enable and edit the tip feature
Set requirements for a signature
Add invoice numbers to your transactions
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Settings Page
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1.
2.
Create a New Tax Rate
There are two types of tax rates: global taxes, which are applied to all products by default, and
individual taxes, which must be assigned to each product. Global taxes can only be created in
Merchant Center, whereas individual tax rates can be created in both Merchant Center and
MPA—for more information on creating global taxes, see the Back Office-Merchant Center
section in this guide. Once you have added a tax rate, you can apply it to the products in your
product list. Up to 20 tax rates can be applied to a product at one time. Note that tax rates can
be added, edited, and turned on or off, but they cannot be deleted.
To create a new tax rate:
1. Tap Tax Rates.
2. Tap Add New Tax Rate.
3. Assign the new tax a name and a value.
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4.
3.
Tap to edit a tax rate.
Tap to make
a tax active
or inactive.
4. Tap Save.
Once a tax has been created, you can tap it to make changes or tap the slider on the right
to make it active or inactive. You can apply active taxes to products from the Products
page.
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Tap to enable the
Tip feature.
Tap to edit tip options.
Enable Tips
If you want to be able to accept tips in your business, turn the Tip feature on from the
Transaction Settings. You may set four tip options. A Custom option is available to allow your
customers to set their own desired tip amount or percentage. Select four tip options to display to
your customers.
When the Tip feature is turned on, your receipt will always include a signature line, regardless of
any signature limit setting.
Settings Page
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Choose four tip
options.
Tap to save your
Tip Settings
tip options.
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Tap to enable the
Tap to edit signature amount.
Set Amount for Signature
Mobile Payment Acceptance lets you set the maximum transaction amount you will accept
without a signature. This amount may be overwritten by the processor, chipped card or if you
have enabled tips. If you do not set a limit, the application will not require a signature unless the
setting is overwritten. Requiring a signature for higher dollar transactions will help limit your
financial risk.
Settings Page
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Tap to Set Required Signature
save to your tip options.
Tap the slider to change the
signature requirement amount.
Signature Settings
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Tap to enable
invoice numbers
for transactions.
Enable Invoice Numbers
Adding Invoice Numbers to transactions is another option you may choose. Simply turn on the
Invoice Number feature under Transaction Settings and you will begin seeing a field for invoice
numbers every time you process a transaction. The invoice number is user-defined. If a number
isn’t entered, the transaction ID will be used as a default.
Settings Page
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