CivicPay Pad Credit Card Terminal Setup

Springbrook now supports organizations that want to use point-of-sale credit card terminals to process credit card payments directly in Cash Receipts by using our PayPad solution. Springbrook provides a seamless process with encrypted terminals that are integrated with our software application. In order to activate this functionality, organizations need to be on version 7.18.0+ and complete the Implementation of the PayPads. Please contact our Sales team for more information.

Step 1: Contact Springbrook Sales team and request a CivicPay PayPad

• The first step in setting up a PayPad is to contact the Springbrook Sales team to discuss CivicPay PayPad details and service agreements. A CivicPay Implementation Manager will work with your organization to ensure a successful PayPad implementation.

Step 2: Set up a Merchant Account with Bluefin

• A Merchant account must be established with Bluefin before your PayPad will ship to your agency. Springbrook partners with Bluefin as our credit card payment processor. Your CivicPay Implementation Manager will work through Bluefin's quick Merchant application process with you. Once the application process is complete, these PAXS500 terminals are shipped to you directly from Bluefin fully programmed to integrate with Springbrook Cash Receipts.

Step 3: Set up your Springbrook Application and CivicPay PayPad

The following steps are needed before your PayPad can be fully operational. You will need to work with your Springbrook CivicPay Implementation Manager to fully complete all the required steps.

1. Establish an IP Address - this IP address will be set as a Static IP address on the PayPad and in the Springbrook application as it connects the two applications and allows for a quick exchange of data. This static IP address is entered in the Terminal IP Address field on the CR Station Maintenance window (CR> Maintenance> Station> Terminal IP Address). If additional settings are required, Subnet Mask, Gateway IP, and DNS IP can also be established on the terminal when setting the IP address. The Terminal Port # is always 10009 for every PayPad and must be entered and saved in the Terminal Port field (CR> Maintenance> Station> Terminal Port).
2. Connect the PayPad to an Internet source - Ethernet is included with the terminal.
3. Work with the CivicPay Implementation Manager to update the Springbrook application with the payment processor Merchant Account and to also establish a payment method. There is a required token generated by your CivicPay Implementation Manager that must be added to the Token field on the CR Card Terminal window (CR> Utilities> Card Terminal> Token). This value will be entered by the CivicPay team and should not be edited. The CivicPay Token field will display a long series of alphanumeric characters that Springbrook will use to securely communicate with CivicPay and Bluefin.
4. Log into P2PE Manager (point to point encryption) to update your PAXS500 terminal status to "activating" from "shipped." This "shipped" status keeps the terminal safe for shipping to your agency. Once the status is updated to "activating" the terminal will be ready to process transactions.

Step 4: Set the Static IP Address on the PAXS500 or PAXS300

1. Press the Main Menu button or FUNC + 1 buttons (at same time)
2. Enter the PASSWORD - password is always is initially set to the current day's date (ex: 12102020)
3. Scroll or use up ▲ and down ▼ buttons to move through the available screens.
4. Select COMMUNICATION, then enter PASSWORD a second time.
5. Select LAN PARAMETERS.
6. Select LAN TYPE, then Static.
7. Enter IP ADDRESS.
8. Exit - use the arrows to navigate your way back to main screen that reads "Protected by Bluefin".

When the terminal is first powered up, it will go through a series of checkpoints, one of which is a Healthcheck. If the IP address is able to successfully communicate through the firewall, the Healthcheck will indicate a successful IP address setup. If it fails, the IP address needs to be updated so it can transmit outside of your agency successfully.

Step 5: Set up the CivicPay PayPad interface in Springbrook

Once your CivicPay PayPad credit card terminals are connected to your local network, you will need to configure Springbrook to interface with the terminals. Each workstation used to receive credit card payments must be configured. Each PayPad can only work with one workstation and cannot be set up on multiple workstations.

1. Your CivicPay Implementation Manager will work with your organization to test and train your users on how to process a credit card payment using the PayPad. The IP address will be saved in the Springbrook application and the port #10009 will be added and saved. A connection test will be done by the CivicPay team to ensure that the PayPad and Springbrook are successfully communicating.
2. A test transaction will be processed that will allow users to see how to use the terminal to process a credit card transaction successfully. Canceling a transaction will also be covered.
3. After successfully setting up the CivicPay PayPad, you can begin processing credit card payments.

Reporting: PAXS300 Transaction Report

To view/review transactions:

• Func + 1
• Password enter (current date ex: 12102020)
• 1 - Display Transactions
• 1 - Review
• Password enter

To Clear the Batch:

• Func + 1
• Password enter
• 4 - Host settings
• Password enter
• Batch Close

• *Note - these are optional steps.

Reporting: PAXS500 Transaction Report

Print History Report - the History Report displays totals by day by card type for a specified period.

• On the PayPad - Press MENU
• Select Reports
• Enter password (current date ex: 12102020) and press ENTER
• Select History Report
• Respond to the following prompts to filter the report data:

Current Batch Report - the Current Batch Report displays current batch data in a variety of configurable report types.

• On the PayPad - Press MENU
• Select Reports
• Enter password (current date ex: 12102020) and press ENTER
• Select Current Report.
• Select a report type based on your preference: Condensed Report, Short Report, Journal Report, or Totals (see examples below).
• Respond to the following prompts to filter the report data:

• Finalize the report configuration by responding to the following prompts:

Additional Information

Replacement Paper - PAXS500 - 2 1/4" Thermal