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.
To access the Terminal page:
Select Merchants in the Management category in the left navigation panel.
Select a specific merchant in the merchants table to open the Merchant Profile page.
Select the Terminals tab in the Merchant Account Overview section of the Merchant Profile page.
Select the specific terminal located in the Terminals table to open the Terminal page.
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:
ID: The Payrix Pro-generated ID for the terminal.
Created: The date that the terminal was added to Payrix Pro.
Merchant ID: The Payrix Pro-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.
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 Partner.
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 Partner.
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:
Click the Pencil icon at the top right corner of the Terminal Details section.
Edit the information in the form.
Save the edited information by clicking the Checkmark at the top right 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:
Amount: The dollar amount of the transaction.
Status: The status of the transaction: Approved, Pending, or Failed.
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.
Bank Net Settlement Date: Date when net transaction amounts between banks are finalized and settled.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific transaction, or click 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
Platform
Date Created
Created by
Date Modified
Modified By
Type
Description
Order Number
Tax
Amount
Status
Approved
Payment
Referrer
Customer Reference Number
Customer Ticket Number
Gateway Transaction Id
Bank Net Settlement Date
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