This article explains how to set up and test your triPOS integration with Payrix Pro.
Test triPOS Transactions
The process for testing triPOS transactions differs between sandbox and production environments:
Sandbox testing: You must test triPOS transactions separately from Payrix Pro. triPOS transactions processed through the Express platform will not appear in the Payrix Pro sandbox environment. For more details on sandbox testing, see Test Card-Present Transactions in the Payrix Pro developer documentation.
Production testing: You can perform end-to-end testing using a merchant ID (MID) designated for testing. In production, triPOS transaction data flows from Express into Payrix Pro, enabling full reporting and reconciliation.
Important!
All triPOS card-present transactions are imported into Payrix Pro the following business day morning when the data sync with Express occurs. After the import, you can access the Payment History page to view transaction funding and reporting data.
No workaround is available for the delay in funding and reporting data. You must wait until the information is imported for accurate reporting and access to the funding from transactions captured on the triPOS-integrated device.
To test in production:
Retrieve your Express credentials for triPOS transaction processing. See the Obtain Express Credentials section for details.
Run triPOS transactions using your merchant account. See the triPOS documentation for details.
Link the transactions to your system for reconciliation. See the Reconcile Transactions section for details.
Obtain Express Credentials
To run triPOS transactions, you need a set of Express credentials for each merchant that processes card-present payments. To obtain your Express credentials from the Payrix Pro Portal:
Select Merchants under Management in the left navigation panel.
Select a merchant to view their profile.
Under Account Overview, select Platform IDs.
In the VCore Platform IDs section, copy values in the Account Token, Account ID, Acceptor ID, and Default Terminal ID fields.
With these credentials, you can now process triPOS transactions.
Reconcile Transactions
To link a terminal transaction to your system for reconciliation, you need the Express transaction ID or the reference number associated with the original triPOS transaction.
To obtain these values:
Select Payment History under Payments in the left navigation panel.
Click Terminal Transactions in the upper-right corner of the page.
Select a terminal transaction to view details for that transaction.
If the terminal transaction is settled (in other words, has a transaction associated with it for funding and reporting), then select Terminal Transaction at the bottom of the page.
Note
If you have a real-time authorization feed configured for your platform, you can view the triPOS transactions in real time before they’re settled.
Find the values in the following fields for reconciliation:
Gateway Transaction ID: The Expression transaction ID associated with the triPOS transaction
Customer Reference Number: The reference number associated with the triPOS transaction
With one of these values, you can map the transaction in Payrix Pro back to the triPOS transaction.
Fields Mapped from Express Gateway to Payrix Pro Gateway
The following table lists the fields that are mapped to the Payrix Pro gateway through the Express gateway:
Express Gateway Field | Payrix Pro Gateway Field |
|---|---|
Customer Reference Number | Customer Discretionary Field 1 |
Customer Ticket Number | Customer Discretionary Field 2 |
Convenience Fee | Fee Listener Field |
Note
The Order Number field for Express does not map to the Payrix Pro Order Number field.
Configure Express Batch Close Time
A merchant’s daily transaction settlement batch can be configured to stop including additional authorizations, captures, or sales after a specified time based on the merchant’s preferences and workflows. This is often referred to as configuring a batch close time. Batch close times determine when the daily transaction batch will be sent to the processor for settlement, allowing the captured funds to be fully processed and credited to the merchant’s platform account balance.
Using the triPOS Express Gateway integration with Payrix Pro, card-present transactions processed by integrated merchants using the triPOS Express Gateway can also be modified to have a custom daily batch close time for inclusion in that day’s batch settlement. This batch type is called an Express Batch.
You can change a merchant’s daily Express Batch close time without logging in to the Express Gateway directly. To change a merchant’s Express Batch close time:
Select Merchants under Management in the left navigation panel.
Select the merchant to access their profile page.
Select the Account tab and then click Edit next to the tab.
Scroll down to Express Batch Close Method and select Time Initiated from the dropdown menu.
Under Express Batch Close Time, set your preferred daily settlement batch close time. This time value is based on the Central Time zone.
Tip
To provide the best merchant experience for daily reconciliation alongside other daily transaction types from other card-not-present payments, set 9:00 PM as the Express Batch Close Time.
Click the Confirm icon next to the tab title to update your merchant’s daily transaction settlement batch close time.