PAX A920 Setup Guide for Heartland Retail (US)

Overview

This article describes how to configure Heartland Retail to use the PAX A920 device to process payments. The A920 terminal is an Android based, multilane transaction processing and mobile smart terminal. This service is only supported by Heartland Payment processing. 

To function properly, the device must be loaded with a Special PAXStore template for Heartland Retail. 

We recommend you make any adjustments to the device at the PAXStore level to ensure that, if the device’s firmware is ever updated or changed, those updates will include the site-specific settings. If you do not set them at the PAXStore level, your settings will be overwritten by any downloads.

Prerequisites

• You must add an A920 SKU to an opportunity in Salesforce.
• The merchant account must have a Heartland Processing MID in Salesforce to complete the order.
• The merchant must be processing with Heartland Payments Systems. 

PAX devices are set up in BroadPOS or PAXStore with a pre-configured template for Heartland Retail.  We recommend you make any adjustments to the device at the BroadPOS/PAXStore level to ensure that, if the device’s firmware is ever updated or changed, those updates will include the site-specific settings. If you do not set them at this level, your settings will be overwritten by any downloads.

If you have any questions or concerns regarding the PAX device, please email them to [e-mail], or call 1.888.909.8498.

Connecting the A920 to the Network

Wi-Fi Connection

1. Turn on the device.
2. In Home Screen, tap Settings.
3. Enter the password (9876), then select OK.
4. Tap Wi-Fi and select your local network.
5. Enter the network’s password, then tap Connect.
6. Wait until the device connects, then tap the Wi-Fi network’s icon. The app will display the network settings.
7. To configure static IP, long-hold the Network icon.
8. Select Modify Network.
9. Check the Advanced Options box.
10. Scroll down and change DHCP to Static.
11. Scroll down and enter the desired IP address, Gateway, and DNS information.
12. Select Save.

Ethernet Connection 

1. Turn on the device.
2. In the Home Screen, tap Settings.
3. Enter the password (9876), then tap OK.
4. Tap Ethernet.
5. Tap Ethernet Configuration.
6. Tap Static/DHCP.
7. When prompted, enter the IP Address, Subnet Mask, Gateway, and DNS.
8. After you enter the necessary information, tap Connect

Configuring the A920 in Heartland Retail

Make sure your device is plugged in to a power source and is connected to your store's network, either via Ethernet cable or W-Fi (depending on the device).

Activate Heartland Gateway

In order to start processing transactions with Heartland, you need to activate it in your account.

1. Log in to your Heartland Retail account and go to Settings > Credit Cards > Location, selecting the location in which you are using your new device.
2. Click the Add Gateway button.
   
   
3. Click the Choose link under the Heartland logo.
   
   
4. Next, fill in the information required on the form. This should have already been filled in by
   the dealer/reseller already, but can be acquired for the device via broadPOS or the
   PAXStore.
   
   Service URL: http://api2.heartlandportico.com
   
   
   
   

Sync your Device

1. In the Point of Sale left menu, click the Settings option as shown below.
   
   
2. In the Settings popup, select PAX Payment Terminal from the Payment Devices
   dropdown. The device should have a pre-configured IP address.
   
   For the PAX A920, the Portico App must be open on the device, as described in the following section, for up to 30 seconds in order for the device to appear in the list.
   
   The Portico App must remain open during transactions in order for the device to detect that a sale is in progress.
   
   
   Congratulations! You are now ready to process credit cards with Heartland and your new
   payment device.

Payment Signature Capture

• When connected with the PAX devices via Heartland processing the signature capture
  will be enabled by default. In order to disable signature capture, you can do that for
  each individual station by going to the Settings -> Location -> Station page to disable
  signature capture for that station
• Once you capture the signature on the PAX device: we will be able to store that on the
  transaction and display it in the following areas:
  
  • Under the payments section when viewing a completed Sales Ticket.
  • Under the payments section on a Sales Order.

Using the A920 Payment Terminal

Launching Portico Application

The following procedures launch the Portico application on the A920 device, allowing
transactions to be processed. The device should remain in this mode for the POS to complete
credit card transactions.

• From the main screen, find the Portico application.
• Double tap to launch the application.

Enabling/Disabling Printing

To enable or disable printing, follow these steps:

1. Launch the Portico application as indicated above.
2. Select the Menu icon in the upper right corner, enter the default password (916860).
3. Select Operation Settings.
4. In Print Support, select Enable or Disable, depending on preference.

Printing Credit Card Slips

To set up signature capture and printing through the A920 device, follow these steps:

1. Launch the Portico application as indicated above.
2. Select the Menu icon in the upper right corner, enter the default password (916860).
3. Select Operation Settings.
4. Select Signature Type.
5. Select signature preference.
   
   Select Print on Paper to print a receipt for guest to sign.
   
   Select E-signature to allow guest to sign on device.

Completing Payment Transactions

The following procedures describe how to process a credit card transaction with the A920
device. If the device is connected to the local network with an Ethernet connection, it must
remain connected to the L920 base to process the transaction.

1. In the POS, select an invoice to pay and then select a credit card payment.
2. When the app displays the Please Enter Account prompt, enter the card’s number.
   
   If the card has an EMV chip, you can dip the card or tap it against the front sensor.
   
   If the card has no EMV chip, you can swipe it.
   
   If these methods are unsuccessful, you can type the card number into the Please Enter Account box, then tap Confirm.
   
   
3. If prompted, remove the dipped card.
   
   The device will process the payment.
   
   In the app’s settings, you can also configure the payment screen to include Apple Pay, Google
   Pay, and Samsung Pay as payment options.

L920 Base

If you want to use the A920 as a wireless solution, we recommend that you use it with the L920
base. The L920 base has various benefits, as it offers a place to host the A920 terminal while
charging and enables you to connect the device to the network with an Ethernet connection
instead of Wi-Fi. When the A920 is docked, you can configure both the dock’s Ethernet
connection and Wi-Fi connection to a static IP address. When the A920 device is lifted from the
L920 base, it keeps the same IP setting, preventing disconnection from the network and POS.

The L920 base is not included with the A920 device. You must order from a third-party vendor.

Benefits

• Offers safe charging solution.
• Wired to Wireless connection seamlessly.
• Micro USB not exposed, preventing damage.

Setting the IP Address for Wi-Fi and Ethernet
Connections

1. Tap Settings.
2. Tap Ethernet.
3. Scroll to Configure Ethernet Device.
4. Select Static.
5. Enter the necessary IP information.
6. Tap Save.
7. Go back to Settings.
8. Select Wi-Fi.
9. Forced press your Wi-Fi network.
10. Tap Modify Network.
11. Select Advanced Options.
12. Scroll down.
13. Tap IP Settings, then tap Static.
14. Scroll down.
15. Enter the same necessary IP information.
16. Tap Save.