PAX Offline Mode: Difference between revisions

Latest revision as of 12:29, 28 April 2023

The PAX device must be connected to the internet to contact the credit card processor and authorize credit card payments.

If you want to be able to take credit cards while the device is NOT connected to the internet you need to configure the Store & Forward option on the device. This will allow you to take credit cards for a while and then charge the cards when you re-connect the PAX device to the internet. If you use this feature you are not guaranteed payment for all transactions. Some of the cards stored while not connected to the internet may not have sufficient funds, may have been revoked, or may have some other error that prevents payment. If you are willing to accept this risk then you can enable this feature.

Instructions for setting up Store & Forward (Offline mode) on a PAX device

Touch the circle button on the bottom of the PAX screen to return to the home screen.

Select the BroadPOS app. It will have PAX BroadPOS in the icon image and will have the name of your processor as the name of the app: Vantiv, TSYS, Chase, Omaha, etc.

Select the FUNC menu and touch Settings

Enter the password. If you do not know the password, contact LinkPOS support and they can give it to you. (If a password was not set for your device the default is the current date in this format MMDDYYYY. Make sure to add zeros before single digit values like this: 07092022. It could also be 003277)

Select Operation Settings from the list

Scroll to the Store&Forward section

Toggle the Store&Forward on

Choose the Store&Forward Mode according to the following table:

Stay Online: All transactions process online, regardless of the terminal’s internet connection.
Stay Offline: All transactions stay offline, regardless of the terminal’s internet connection.
Stay Offline Till Batch: All transactions stay offline, regardless of the terminal’s internet connection, until the batch closes. Once the batch closes, the terminal stays online.
Offline On Demand/Auto:Terminal automatically checks for an internet connection. If the terminal has an internet connection, terminal processes transactions online. However, if the terminal loses its internet connection, the terminal processes transactions offline and saves transactions locally.

Touch the back button twice to return to the main screen

Touch the square button on the bottom of the PAX screen and then select Clear All to close all of the apps

Touch the LinkPOS app to restart the app.

On the iPad register enter and tender a test order to verify you can accept credit cards on the PAX device without internet access.

@@ Line 5: / Line 5: @@
 == Instructions for setting up Store & Forward (Offline mode) on a PAX device ==
 Touch the circle button on the bottom of the PAX screen to return to the home screen.
-[[File:Home button.jpg|none|thumb]]
+[[File:Home_button.jpg|frameless]]
 Select the BroadPOS app. It will have PAX BroadPOS in the icon image and will have the name of your processor as the name of the app: Vantiv, TSYS, Chase, Omaha, etc.
-[[File:Home-broadpos.jpg|alt=BroadPOS App|none|thumb|BroadPOS credit card processor app]]
+[[File:Home-broadpos.jpg|alt=BroadPOS App|frameless]]
 Select the FUNC menu and touch Settings
-[[File:Broadpos-func.jpg|none|thumb]]
+[[File:Broadpos-func.jpg|frameless]]
-Enter the password. If you have not set a password the default is the current date in this format MMDDYYYY. Make sure to add zeros before single digit values like this: 07092022
+Enter the password. If you do not know the password, contact LinkPOS support and they can give it to you. (If a password was not set for your device the default is the current date in this format MMDDYYYY. Make sure to add zeros before single digit values like this: 07092022. It could also be 003277)
 Select Operation Settings from the list
-[[File:Operation settings.jpg|none|thumb]]
+[[File:Operation_settings.jpg|frameless]]
 Scroll to the Store&Forward section
 Toggle the Store&Forward on
-[[File:Store and forward.jpg|none|thumb]]
+[[File:Store_and_forward.jpg|frameless]]
+Choose the Store&Forward Mode according to the following table:
+* Stay Online: All transactions process online, regardless of the terminal’s internet connection.
+* Stay Offline: All transactions stay offline, regardless of the terminal’s internet connection.
+* Stay Offline Till Batch: All transactions stay offline, regardless of the terminal’s internet connection, until the batch closes. Once the batch closes, the terminal stays online.
+* Offline On Demand/Auto:Terminal automatically checks for an internet connection. If the terminal has an internet connection, terminal processes transactions online. However, if the terminal loses its internet connection, the terminal processes transactions offline and saves transactions locally.
 Touch the back button twice to return to the main screen
-[[File:Settings back.jpg|none|thumb]]
+[[File:Settings_back.jpg|frameless]]
 Touch the square button on the bottom of the PAX screen and then select Clear All to close all of the apps
-[[File:Square clear all.jpg|none|thumb]]
-Touch the LinkPOS app to restart the app. On the iPad register enter and tender a test order to verify you can accept credit cards on the PAX device without internet access.
+[[File:Square_clear_all.jpg|frameless]]
+Touch the LinkPOS app to restart the app.
+[[File:Linkpos_app.jpg|frameless]]
+On the iPad register enter and tender a test order to verify you can accept credit cards on the PAX device without internet access.