Advanced Merchant iMerchant User's Guide

PAY@PC 3.0 Professional Edition Release Version 3 for Window 7 / Windows 8 Pro User Guide and Tutorial

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 6 Adding your Merchant Account In most cases when you start PAY@PC, you will be aske

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 7 Activating the PAY@PC Software Once you have set up your primary merchant account,

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 8 Setting up Devices When you start PAY@PC for the first time, you will be asked to

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 9 Card Reader PAY@PC works with most serial, USB, Keyboard, and Bluetooth 2 and 3 tr

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 10 Receipt Printer PAY@PC can work with most graphics-capable printers and a select

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 11 Signature Pad PAY@PC works with the SigGem 1x5 Topaz HSB Series signature pads wh

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 12 Encrypted Pinpad When processing PIN Debit (ATM) transactions, a REG Key* and enc

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 14 PAY@PC Screen Layout The PAY@PC screen will automatically default to the sales sc

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 15 Screen Layout Control Menu The control menu gives access to the PAY@PC Help fil

End-User License Agreement This Advanced Merchant Solutions, Inc. End-User License Agreement (EULA) is a legal agreement between you (either an

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 16 Locking the Software PAY@PC includes a quick locking feature that allows your sal

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 18 Sales Screen The Sales Screen is where you will spend most of your time inside PA

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 19 Locking the Screen PAY@PC comes with a software screen lock feature. The Lock Scr

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 20 Transaction Manager While it is recommended that you use the online Transaction C

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 21 Selecting Date Ranges When first entering the PAY@PC Transaction Manager, the dat

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 22 Selecting and Sorting by Sales Criteria PAY@PC contains two sales criteria: • S

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 23 Exporting Transaction Data PAY@PC allows you to export the current data in the Tr

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 24 Program Settings Devices To open the Device selection screen choose Program Settin

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 25 Setting up receipt Headers and Footers To edit the receipt header and footers, ta

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 26 Windows Default Printer PAY@PC prints a full page receipt using the windows defaul

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 27 When setting up your Bluetooth connection, the following information may be requir

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 28 Debit Pinpad PAY@PC uses the Verifone 1000SE Pinpad for debit transactions (ATM/D

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 29 Company Information To open the Company screen select Program Settings > Compa

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 30 Preferences To open the Preferences screen select Program Settings > Preferenc

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 31 Actions When using the action keys, it is recommended that you first save any sale

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 32 Common Sales Preferences The Display Sales Data Summary will display a summary of

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 33 Printer The Printer tab contains the same information that can be found on the Pr

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 34 Message Prompts The Message Prompts tab contains both notifications and confirmat

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 35 Services To open the Services screen select Program Settings > Services from t

Table of Contents Welcome Online Support ...

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 36 Online Tools The Online Tools ribbon contains links to various merchant processin

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 38 Tutorials The following tutorials are included… • Processing a Sales Transactio

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 39 Processing a Credit Card Sale This tutorial assumes the following: • Your Merch

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 40 5. Swipe your credit card. If you are keying the information in, click on the can

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 41 8. If the Information Complete message appears, click Yes. Click No to add additi

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 42 10. PAY@PC will display a message indicating that it is connecting with the bank

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 43 1. Click the Sales menu item if the sales ribbon is not showing. If the Swipe Cre

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 44 The screen below shows the Information Complete message with all needed debit card

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 45 Issuing a Void or Credit In some cases you will need to issue a void or credit to

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 1 Welcome Welcome to PAY@PC. PAY@PC is a Windows-based software product that allows

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 46 2. Select an approved sale. When an approved sale is selected, a Void/Credit butt

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 47 5. If the Confirm Issue Void after Batch Check notification prompt is set on from

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 48 Adding/Removing Users In this tutorial you will add two users (Dick and Jane) wit

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 49 6. Click on the Sales Only item. This quickly changes the security settings to

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 50 10. Click on General Rep. Your screen should look similar to the one displayed be

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 51 Trouble-Shooting Pairing the Pocket Spectrum with a Bluetooth Device To correctl

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 52 Installing the Windows Generic Text Only Printer Driver To install the Generic Te

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 2 Program Requirements In order to use PAY@PC your computer must meet the following

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 4 Installation and Setup Before installing PAY@PC, make sure that you have read the

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 5 First Time Setup and Software Activation When you start PAY@PC for the first time,