- Created by Noah Hippensteel on Sep 26, 2023
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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.
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
Make sure Credit is chosen on Top Line Navigation
Select Sale
Enter Amount
Insert/Tap/Swipe card when prompted
Sale will process
Auth
Make sure Credit is chosen on Top Line Navigation
Select Auth
Enter Amount
Insert/Tap/Swipe card when prompted
Auth will process
Post-Auth
Make sure Credit is chosen on Top Line Navigation
Process an Auth
Select Post-Auth
Enter Transaction Number of the Auth
Select Confirm
Enter your amount
Swipe your card again
Post-Auth will process
Forced
Make sure Credit is chosen on Top Line Navigation
Process an Auth
Select Forced
Enter Amount
Swipe Card
Enter the Auth Code of the previous Auth
Auth will be forced
Refund
Make sure Credit is chosen on Top Line Navigation
Process a Sale
Close Active Batch on Device
Select Refund
Choose by RefNo or by CardNumber
Enter the amount refunding
Enter the RefNo or CardNumber
Refund will be processed
Void Sale
Make sure Credit is chosen on Top Line Navigation
Process a Sale
Select Void
Enter your transaction #
Select Confirm
Void will process
RESTAURANT Credit (with Tips Enabled)
Sale
Make sure Credit is chosen on Top Line Navigation
Select Sale
Enter Amount
Choose tip amount
Insert/Tap/Swipe card when prompted
Sale will process
Auth
Make sure Credit is chosen on Top Line Navigation
Select Auth
Enter Amount
Insert/Tap/Swipe card when prompted
Auth will process
Post-Auth
Make sure Credit is chosen on Top Line Navigation
Process an Auth
Select Post-Auth
Enter Transaction Number of the Auth
Select Confirm
Enter your amount
Choose Tip Amount
Swipe your card again
Post-Auth will process
Forced
Make sure Credit is chosen on Top Line Navigation
Process an Auth
Select Forced
Enter Amount
Choose tip amount
Enter the Auth Code of the previous Auth
Auth will be forced
Refund
Make sure Credit is chosen on Top Line Navigation
Select Refund
Choose by RefNo or by CardNumber
Enter the amount refunding
Enter the RefNo or CardNumber
Refund will be processed
Void Sale
Make sure Credit is chosen on Top Line Navigation
Select Void
Enter your transaction #
Select Confirm
Void will process
RETAIL Debit
Sale
Select Debit in Top Line Navigation
Select Sale
Enter Amount
Insert/Tap/Swipe card when prompted
Enter PIN
Sale will process
Refund
Select Debit in Top Line Navigation
Select Refund
Choose by RefNo or by CardNumber
Enter the amount refunding
Enter the RefNo or CardNumber
Refund will be processed
Void Sale
Select Debit in Top Line Navigation
Select Void
Enter your transaction #
Select Confirm
Void will process
RESTAURANT Debit (with Tips Enabled)
Sale
Select Debit in Top Line Navigation
Select Sale
Enter Amount
Choose tip amount
Insert/Tap/Swipe card when prompted
Sale will process
Refund
Select Debit in Top Line Navigation
Select Refund
Choose by RefNo or by CardNumber
Enter the amount refunding
Enter the RefNo or CardNumber
Refund will be processed
Void Sale
Select Debit in Top Line Navigation
Select Void
Enter your transaction #
Select Confirm
Void will process
EBT
EBT Sale
Load Device with receipt paper
Select EBT in Top Line Navigation
Select Sale
Enter Amount
Choose, Food Stamp, Cash Benefit or Voucher depending on your transaction needs
Swipe/Enter card when prompted
Enter PIN
Sale will process
EBT Refund
Load Device with receipt paper
Select EBT in Top Line Navigation
Select Refund
Choose to Refund by RefNo or by CardNumber
Enter the amount refunding
Enter the RefNo or CardNumber
Refund will process
EBT Void Sale
Load Device with receipt paper
Select EBT in Top Line Navigation
Select Void
Enter your transaction #
Select Confirm
Void will process
EBT Balance
Load Device with receipt paper
Select EBT in Top Line Navigation
Select Balance
Choose, Food Stamp or Cash Benefit depending on your transaction requirements
Swipe Card
Enter PIN
Printed receipt will include the Cards Balance
Gift Cards
Gift Card Sale
Load Device with receipt paper
Select Gift in Top Line Navigation
Select Sale
Enter your dollar amount
Swipe your card
Sale will process
Gift Card Activate
Load Device with receipt paper
Select Gift in Top Line Navigation
Select Activate
Enter your dollar amount
Swipe your card
Activation will process
Gift Card Deactivate
Load Device with receipt paper
Select Gift in Top Line Navigation
Select Deactivate
You will be prompted with ”Card Will Be Deactivated. Are You Sure?”
Select Yes
Swipe your card
Deactivation will process
Gift Card Reactivate
Load Device with receipt paper
Select Gift in Top Line Navigation
Select Reactivate
Enter your dollar amount
Swipe your card
Reactivation will process
Gift Card Void
Load Device with receipt paper
Select Gift in Top Line Navigation
Process a Sale
Select Void
Enter your transaction #
Select Confirm
Void will process
Gift Card Balance
Load Device with receipt paper
Select Gift in Top Line Navigation
Select Balance
Swipe Card
Balance will be printed on receipt paper
FUNCTIONS
Settings
Settings will prompt for the BroadPOS password. 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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