Advanced Options: PAX EMV settling, registering credit card surcharge through Broadpos

Using PAX, there are two ways to settle the batch at the end of day.

1. Settle the batch through the POS- This process is just like the settling of charges using non-emv processing solutions. During the end of day, MicroSale will prompt to settle/clear the batch.  No additional settings are required.

1. PAX Auto Settle- you will need to set PAX unit on Broadpos to auto settle at a specific time window and interval. The standard setting is to settle between 4am-5am at 10 minute intervals. MicroSale will run end of day as normal but in the functions.ini you will need to edit the line “EMV Clear Records=” to “Yes” so that it will clear the batch records from MicroSale. (should read as; EMV Clear Records=Yes). **SAVE FILE WHEN DONE***

To Force Settle the batch on a PAX device:

1. Press Menu (or press 1 and FUNC at the same time)
2. Enter this password: MMDDYYYY
3. Press Host Settings
4. Enter this password: MMDDYYYY
5. Press Down Arrow and select BATCH CLOSE
6. Settle batch

PAX: Surcharge and Cash Discount

1. Alternatively, register and set up the surcharge through PAX Broadpos.
2. For PAX Devices with MicroSale Version 10.0.1103+, follow these steps:
   1. Go to the EDC tab in PAX Broadpos software.
   2. Set Surcharge Fee Mode to "In Percentage".
   3. Specify Surcharge In Percentage (% provided by ISO/Processor).
   4. Save and Exit.
3. In MicroSale, go to Managers Menu Register Setup Terminal Configuration Credit Card Setup PAX.
4. Select the device, tick the checkbox "Surcharge is registered with Processor", and Save.

Promote your cash discount offer

Clearly display signs informing customers of the cash discount and train your staff to mention it during payment. Actively promoting cash discounts can lead to more cash transactions and reduced fees.

Example of a clear and concise cash discount sign for your restaurant:

Cash Discount Offer: Save [Percentage]% on your total bill when paying with cash!