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Terminal (R)

The Terminal page contains information about a specific terminal associated with a merchant’s payment processing system. You can edit details about the terminal and view a list of recent transactions associated with the terminal on this page.

Navigate to the Terminal page by following the steps below:

  • Step 1: Click on Merchants in the Management category in the left hand navigation panel.

  • Step 2: Click on a specific merchant in the merchants table to open the Merchant Profile page.

  • Step 3: Scroll down to the Terminals tab in the Merchant Account Overview section of the Merchant Profile page.

  • Step 4: Click on the specific terminal located in the Terminals table to open the Terminal page.

Partial view of the Terminal page, showing the Terminal Details Section.

Terminal Features

Click to view the features of the Terminal page.

Terminal Details

The Terminal Details section contains editable information related to a specific merchant terminal, including the following information:

Terminal Details Field Name

Description

ID

The Payrix-generated ID for the terminal.

Created

The date that the terminal was added to Payrix.

Merchant ID

The Payrix-generated ID for the merchant associated with the terminal.

Merchant Name

The name of the merchant associated with the terminal.

Type

The type of terminal. Choose from the following: Authorize.net , PAX Terminals, DEJAVOO, NMI, Cybersource, Core 610, Verifone, UIC, Var - Freedom Pay, or Datacap E-Pay REPRO.

Status

The status of the terminal. Choose Active or Inactive.

Auto Close

Indicates whether the terminal is set to auto-batch close. When Auto-Close is selected, the batch close is automatically engaged at a preset time each day. Choose from the following: Host, Terminal, or None.

Name

The name of the terminal as designated by the merchant or referrer.

Environment

The type of environment assigned to the terminal. Choose from the following: Retail, Retail with tips, Restaurant, Lodging, Bar, Cash Advance, Mail/Telephone Order, Pay at the pump, Service Rest, E-commerce, Direct Marketing, Fine Dining, Gift Card Only

Address

The street address of the physical location of the terminal.

Address 2

The suite number or other information associated with the street address for the physical location of the terminal.

City

The city associated with the terminal location mailing address.

State

The state associated with the terminal location mailing address.

Zip

The zip code associated with the terminal location mailing address.

Country

The country associated with the terminal location mailing address.

Description

A description of the terminal as designated by the merchant or referrer.

Serial

The serial number assigned to the terminal.

Cloud Enabled

Indicates whether the terminal is cloud enabled. Choose Yes or No.

Terminal Details Actions

To edit Terminal Details information, follow the steps below:

  • Step 1: Click the PENCIL icon at the top right hand corner of the Terminal Details section.

  • Step 2: Edit the information in the form.

  • Step 3: Save the edited information by clicking the CHECK MARK at the top right hand corner of the page, or cancel and revert to the previous information by clicking the X.

Terminal Transactions

The Terminal Transactions section contains a table of recent transactions associated with the specific terminal. The table includes the following information in the default settings:

Terminal Transactions Table Column Name

Description

Amount

The dollar amount of the transaction.

Status

The status of the transaction: Approved, Pending, or Failed.

Cardholder

The name on the credit card associated with the transaction.

Payment

Indicates whether the payment was submitted via Swipe, Chip Insert, Tapped (for Chip Contactless Entry), Manual Entry, or by using Apple Pay, Google Pay, or Samsung Pay.

Created

The date that the transaction was processed.

Arrow Icon

Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.

Terminal Transactions Table Actions

The Terminal Transactions page supports the following actions:

  • View additional details about a terminal transaction by clicking on any row in the Terminal Transactions table.

  • Access additional details about a specific terminal transaction by clicking any information in the table row to open the Terminal Transactions page for that merchant transaction.

Customize Your Terminal Transactions Table View

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Terminal page:

Click here to view Terminal customizations:

Terminal TXN Data

  • Terminal TXN ID

  • Currency

  • Date Created

  • Created by

  • Date Modified

  • Modified By

  • Type

  • Description

  • Order Number

  • Tax Amount

  • Status

  • Approved

  • Card Referrer

Entity Data

  • Custom

  • Entity ID

  • Login ID

  • Parameters

  • ID Type

  • Name

  • Address

  • City

  • State

  • Zip

  • Country

  • Phone

  • Fax

  • Email

  • Website

  • EIN

  • Currency

  • Status

Customer Data

  • Company

  • Zip

  • First Name

  • Last Name

  • Address

  • City

  • State

  • Country

  • Phone

  • Email

Merchant Data

  • Merchant ID

  • DBA - Statement Descriptor

  • MCC

  • Date Created

  • Created by

  • Date Modified

  • Modified By

  • Date Boarded

  • Last Transaction Date

  • Date Established

  • Status

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