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.
Change beneficiary / multi-business
If you use different direct debits on the same payment terminal, you can switch from one account to another, for example if you work in two different locations.
This can be done in the settings menu, of course, but there are shortcuts on the main menu and on the charge screen:
via Settings menu
Recall that access to the Settings menu may be restricted by Admin PIN or not available to the operator.
Select another Originator
To change your Originator from within the Settings menu of PayXpress:
Open the Main menu and tap Settings:
Tap Originator settings:
Tap Originator selection:
Select the desired Originator.
Other Originator settings
Notice that besides switching to another Originator there are other fine-tuning options in the Originator settings:
“Timeout before originator selection reset”: controls the duration of the ‘choose originator’ dialog before reverting to the current originator
“Restrict update to current originator”: restricts automatic PayXpress updates to the current Originator; this may save a few seconds but when selecting another Originator the app may need to update anyways
via shortcut on the Main menu
Notice that, no matter where we are in the app (File collection, Transaction history, Daily summary…), our Originator’s name is listed under our company’s business logo. However, we may want to switch to the (e.g.) Transactions history area for another Originator, without having to exit the area and change the Originator and re-enter. This is possible via a shortcut selector.
Tap the selector and select the desired business account:
Now the POS device is configured to accept payments for the other business account.
Your Transactions history and Daily summary will concern payments made for that account as well.
via shortcut on the charge screen
To switch to another business account before performing a transaction:
Tap the switch next to your current business account name, and select the desired business account:
The next transaction you perform will be for that business.
If you only accept payments for one business account, this switch will not appear on 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.