PayXpert - User documentation
Change settings
There are a few options available in the settings menu of PayXpress to help the advanced user. These include, for example, selecting another Originator (or a default one) to perform transactions with, given that your POS is multi-beneficiary, or adjusting Tip defaults.
Reset the Merchant code
The Merchant code can be changed at any time, like when forgotten.
To set it up or reset it:
Open the main menu and tap Settings:
Tap Security settings:
Tap Merchant code:
Now set your new Merchant code:
Enter the Admin PIN (if configured, like in normal conditions); this is needed to secure the PIN change.
Enter the new, desired Merchant code:
Enter it a second time.
Your Merchant code—for refunds and cancellations—is set.
In order to perform a cancellation or refund, you (or any other user) will need to provide this PIN code.
Select another Originator
If you work with different accounts on the same POS, you can switch back and forth between the desired account, if working at two locations for example.
To change your Originator:
On the Enter amount screen, tap the options button:
Tap Change originator:
Select the desired originator:
The Enter amount screen loads for your selected Originator.
Please note that if you only have one account configured for your POS device, then you will only see one Originator in the selection screen.
Default transaction type
Rather than the plain debit you can select a different type of transaction as your default to perform when on the Enter amount screen. In fact this is necessary if there is a need to perform a deferred debit at the store, the cardholder having sufficient funds shortly in their account.
This transaction must be enabled remotely and in agreement with your bank.
If needed the default transaction can be set to refund or cancellation as well.
Tips settings
Activate/De-activate
If enabled for your group of devices, you can turn Tips in the payment flow ON or OFF on your individual device.
Go to the Settings menu:
Tap Tips:
Now, by using the switch, you can enable/disable tips in the payment flow:
Tips on tickets
You can also choose to show or hide the tip amount on the ticket.
Go to the Settings menu:
Tap Tips:
Now, by using the switches, you can enable/disable tip amounts (if any) on the tickets:
Tips display format
Tip boxes can be displayed in rounded or exact percentages and amounts. To control this:
Go to the Settings menu:
Tap Tips:
Now, by opening the Display format, you can choose your tips display format:
just the Values rounded up in euros, like this:
also see the Percentage rounded up in euros, like this:
see the exact Percentage without rounding, like this:
Custom tip values
It is also possible to set the default tip calculations to use, if you prefer to show tip amounts different than 5, 10, and 15%.
Go to the Settings menu:
Tap Tips:
Now, by opening the Default values, you change the actual numbers:
Tap Send to save the custom tip amounts.
Daily summary start & end times
Define your business hours so that we reflect your business day accurately in the summary.
To adjust your Daily summary time range:
Go to the Settings menu:
Tap Daily summary:
Tap Customize start and end time to activate:
Using the controls, set the Start and End times as desired:
Your Daily summary time range is set:
Note that “day+1” means our business day goes into the early hours of the next morning
Your Daily summary times are remembered by the app for future use.
Session closure
Session closure time can be set to never, to 24h after start, or to a specific time. See Session management | Default session closure options.