PAX PayGuardian Cloud Quick Reference Guide

Owned by Noah Hippensteel
Last updated: Mar 15, 2024
6 min read

This page acts as a quick reference guide to the PAX applications and their user interfaces.

PayGuardian Cloud

The PayGuardian application is the means by which the PayGuardian Cloud API communicates with the terminal. The application has a few notable sections.

Obtain locationID/terminalID

To find your locationID/terminalID for use in the PayGuardian Cloud API, swipe the screen to the left. This will expose a QR code and a GUID. The QR code can be scanned to easily capture the GUID/locationID/terminalID.

PayGuardian Menu

Tap the three dots in the top right of the screen to expose the PayGuardian Menu. It will include the following options:

Pair Terminal

Use the Pair Terminal option to pair your PAX device with the MyBridgePay Virtual Terminal. The PAX device will prompt for the pairing code generated in MyBridgePay.

Once the code is entered, tap PAIR to pair the terminal.

Toggle Printer

Tap Toggle Printer to cycle through printer settings. This will include the following:

  • No Receipt

  • Merchant Copy Only

  • Customer Copy Only

  • Merchant and Customer Copies

Toggle Clear History

Tap Toggle Clear History to cycle through the auto-clear history settings. This will include the following:

  • Enabled

  • Disabled

When enabled, every time a transaction is processed, the transaction history in the device will be cleared. This ensures that the device does not fill its memory with transaction data.

Toggle Service Fee

Tap Toggle Service Fee to cycle through Service Fee settings. This will include the following:

  • Enabled

  • Disabled

Service Fee

Tap Service Fee to modify Service Fee Minimums and Percentage.

The minimum is the floor for the service fee amount.

The percentage is the percent of the original transaction amount that will be added as a service fee.

Toggle Autostart

Tap Toggle Autostart to cycle through Autostart settings. This will include the following:

  • Enabled

  • Disabled

When selected this will prompt the user to allow the PayGuardian application to display over other applications. This should always be Enabled.

BridgePay BroadPOS

The BridgePay BroadPOS application allows for manual transactions and functionality without interacting with PayGuardian Cloud. The section below will outline the different transaction types.

RETAIL Credit

 

Sale

  1. Make sure Credit is chosen on Top Line Navigation

  2. Select Sale

  3. Enter Amount

  4. Insert/Tap/Swipe card when prompted

  5. Sale will process

Auth

  1. Make sure Credit is chosen on Top Line Navigation

  2. Select Auth

  3. Enter Amount

  4. Insert/Tap/Swipe card when prompted

  5. Auth will process

Post-Auth

  1. Make sure Credit is chosen on Top Line Navigation

  2. Process an Auth

  3. Select Post-Auth

  4. Enter Transaction Number of the Auth

  5. Select Confirm

  6. Enter your amount

  7. Swipe your card again

  8. Post-Auth will process

Forced

  1. Make sure Credit is chosen on Top Line Navigation

  2. Process an Auth

  3. Select Forced

  4. Enter Amount

  5. Swipe Card

  6. Enter the Auth Code of the previous Auth

  7. Auth will be forced

Refund

  1. Make sure Credit is chosen on Top Line Navigation

  2. Process a Sale

  3. Close Active Batch on Device

  4. Select Refund

  5. Choose by RefNo or by CardNumber

  6. Enter the amount refunding

  7. Enter the RefNo or CardNumber

  8. Refund will be processed

Void Sale

  1. Make sure Credit is chosen on Top Line Navigation

  2. Process a Sale

  3. Select Void

  4. Enter your transaction #

  5. Select Confirm

  6. Void will process

RESTAURANT Credit (with Tips Enabled)

 

Sale

  1. Make sure Credit is chosen on Top Line Navigation

  2. Select Sale

  3. Enter Amount

  4. Choose tip amount

  5. Insert/Tap/Swipe card when prompted

  6. Sale will process

Auth

  1. Make sure Credit is chosen on Top Line Navigation

  2. Select Auth

  3. Enter Amount

  4. Insert/Tap/Swipe card when prompted

  5. Auth will process

Post-Auth

  1. Make sure Credit is chosen on Top Line Navigation

  2. Process an Auth

  3. Select Post-Auth

  4. Enter Transaction Number of the Auth

  5. Select Confirm

  6. Enter your amount

  7. Choose Tip Amount

  8. Swipe your card again

  9. Post-Auth will process

Forced

  1. Make sure Credit is chosen on Top Line Navigation

  2. Process an Auth

  3. Select Forced

  4. Enter Amount

  5. Choose tip amount

  6. Enter the Auth Code of the previous Auth

  7. Auth will be forced

Refund

  1. Make sure Credit is chosen on Top Line Navigation

  2. Select Refund

  3. Choose by RefNo or by CardNumber

  4. Enter the amount refunding

  5. Enter the RefNo or CardNumber

  6. Refund will be processed

Void Sale

  1. Make sure Credit is chosen on Top Line Navigation

  2. Select Void

  3. Enter your transaction #

  4. Select Confirm

  5. Void will process

RETAIL Debit

 

Sale

  1. Select Debit in Top Line Navigation

  2. Select Sale

  3. Enter Amount

  4. Insert/Tap/Swipe card when prompted

  5. Enter PIN

  6. Sale will process

Refund

  1. Select Debit in Top Line Navigation

  2. Select Refund

  3. Choose by RefNo or by CardNumber

  4. Enter the amount refunding

  5. Enter the RefNo or CardNumber

  6. Refund will be processed

Void Sale

  1. Select Debit in Top Line Navigation

  2. Select Void

  3. Enter your transaction #

  4. Select Confirm

  5. Void will process

RESTAURANT Debit (with Tips Enabled)

 

Sale

  1. Select Debit in Top Line Navigation

  2. Select Sale

  3. Enter Amount

  4. Choose tip amount

  5. Insert/Tap/Swipe card when prompted

  6. Sale will process

Refund

  1. Select Debit in Top Line Navigation

  2. Select Refund

  3. Choose by RefNo or by CardNumber

  4. Enter the amount refunding

  5. Enter the RefNo or CardNumber

  6. Refund will be processed

Void Sale

  1. Select Debit in Top Line Navigation

  2. Select Void

  3. Enter your transaction #

  4. Select Confirm

  5. Void will process

EBT

 

EBT Sale

  1. Load Device with receipt paper

  2. Select EBT in Top Line Navigation

  3. Select Sale

  4. Enter Amount

  5. Choose, Food Stamp, Cash Benefit or Voucher depending on your transaction needs

  6. Swipe/Enter card when prompted

  7. Enter PIN

  8. Sale will process

EBT Refund

  1. Load Device with receipt paper

  2. Select EBT in Top Line Navigation

  3. Select Refund

  4. Choose to Refund by RefNo or by CardNumber

  5. Enter the amount refunding

  6. Enter the RefNo or CardNumber

  7. Refund will process

EBT Void Sale

  1. Load Device with receipt paper

  2. Select EBT in Top Line Navigation

  3. Select Void

  4. Enter your transaction #

  5. Select Confirm

  6. Void will process

EBT Balance

  1. Load Device with receipt paper

  2. Select EBT in Top Line Navigation

  3. Select Balance

  4. Choose, Food Stamp or Cash Benefit depending on your transaction requirements

  5. Swipe Card

  6. Enter PIN

  7. Printed receipt will include the Cards Balance

Gift Cards

 

Gift Card Sale

  1. Load Device with receipt paper

  2. Select Gift in Top Line Navigation

  3. Select Sale

  4. Enter your dollar amount

  5. Swipe your card

  6. Sale will process

Gift Card Activate

  1. Load Device with receipt paper

  2. Select Gift in Top Line Navigation

  3. Select Activate

  4. Enter your dollar amount

  5. Swipe your card

  6. Activation will process

Gift Card Deactivate

  1. Load Device with receipt paper

  2. Select Gift in Top Line Navigation

  3. Select Deactivate

  4. You will be prompted with ”Card Will Be Deactivated. Are You Sure?”

  5. Select Yes

  6. Swipe your card

  7. Deactivation will process

Gift Card Reactivate

  1. Load Device with receipt paper

  2. Select Gift in Top Line Navigation

  3. Select Reactivate

  4. Enter your dollar amount

  5. Swipe your card

  6. Reactivation will process

Gift Card Void

  1. Load Device with receipt paper

  2. Select Gift in Top Line Navigation

  3. Process a Sale

  4. Select Void

  5. Enter your transaction #

  6. Select Confirm

  7. Void will process

Gift Card Balance

  1. Load Device with receipt paper

  2. Select Gift in Top Line Navigation

  3. Select Balance

  4. Swipe Card

  5. Balance will be printed on receipt paper

FUNCTIONS

Settings

Settings will prompt for the BroadPOS Manager password. If a Manager Password is not configured for the application, the user will not be able to access these settings on the device. Once entered, it will display the BroadPOS settings that would normally be configured in the PAX store. In general, access to Settings should not be necessary.

History

History will show the current transaction history.

Reprint

Reprint will give an option reprint past receipts.

Operator

Operator will provide access to Operator settings available to those with the Operator password.

Batch

Batch will give the option to manually settle the batch.

Tip Menu

Tip Menu will give the option to adjust tips for any open transactions in the Restaurant application.

Ping

The Ping option will attempt to connect to the BridgePay gateway and confirm connectivity.

 

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