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      How to Activate your EMV Terminal

      This guide explains how to activate your new EMV device (PAX A77 or PAX A920 Pro) and start processing payments. The activation process involves two key steps: connecting the device to Wi-Fi and registering the device in MerchantTrack.

      1. Connecting the device to Wi-Fi
      2. Registering the device in Merchant Track

       

       

      Step 1: Connect the Device to Wi-Fi

      Before activation, the device must have an active Wi-Fi connection. This setup is done directly on the terminal.

      How to Connect to Wi-Fi

      • Turn on the device by pressing and holding the power button until the screen turns on.
      • On the home screen, tap to open the Settings (or Network Settings) menu.
      • Select Wi-Fi to view available networks.
      • Choose your Wi-Fi network from the list.
      • Enter your Wi-Fi password and tap Connect.
      • Confirm that the device shows "Connected" next to your Wi-Fi network before continuing.
        • 📌 Note: A stable Wi-Fi connection is required for the device to communicate with Merchant Track during activation.

       

       

      Step 2: Activate the Terminal in Merchant Track

      Once the device is connected to Wi-Fi, follow these steps to complete the activation in MerchantTrack.

      Accessing the Activation Menu

      1. Log into Merchant Track.
      2. Navigate to Terminals > Activate Terminal.

      For PAX Devices (A77 and A920 Pro)

      1. Select PAX as the Terminal Manufacturer.
      2. Choose the correct Device Model from the dropdown list (A77 or A920 Pro).
      3. Locate the Serial Number on the back of the device and enter it in MerchantTrack.
      4. Assign a Terminal Name (e.g., "Front Desk") for easy identification.
      5. Click Activate.


      📌 Note: The PAX device must be connected to Wi-Fi for successful activation.

       


       

       

       

      Step 3: Configure Your Default Terminal in Unified Practice

      Once your terminal is activated and registered in MerchantTrack, you’ll set your default terminal inside Unified Practice so payment requests are automatically sent to the correct device.

      How to Select Your Default Terminal:

      1. Navigate back to Unified Practice.
        (MerchantTrack opens in a separate browser window, so you may already have Unified Practice open.)
      2. Go to Billing > Payment Settings > Card Payments Settings.
      3. In the section labeled Select default terminal for card payments, select the terminal that matches the device you were shipped.
        • 📌 Tip: The terminal type (such as “PAX A77” or “A920 Pro”) will be listed on the device itself near the top of the screen or housing.

      4.     Click Save to apply your selection.

      ✅ The selected terminal will automatically be pre-selected when taking payments.

       

      📌 Note:

      • If you still have a SREDKey2 swiper connected, toggle Use SREDKey2 Terminal for card payments to "Yes" if you want to continue seeing that device as an option.
      • Device management (adding, removing, renaming terminals) is handled directly in MerchantTrack.


       

      Step 4: Processing Payments with the EMV Device

      Once your terminal is activated, you’re ready to start processing payments directly through Unified Practice.

       

      How to Take a Payment:

      1. Navigate to Patient File > Appointments Tab > Date of Service, then click Receive Payment to begin the payment process.
      2. Select the Payer Type, choose Credit Card as the Payment Method, and enter the Amount to be charged.
      3. Click Send to [PAX Terminal Name] to send the transaction to your new EMV terminal.
      4. The terminal will immediately light up and display the amount for the patient to pay.
      5. The patient can swipe, insert, or tap their card or mobile wallet (Apple Pay, Google Pay, Samsung Pay, smartwatch payments) to complete the transaction.

      Saving Cards on File: If the patient chooses to save their card, Unified Practice will securely store the card using tokenization for future use.

      Payment Status:

        • Approved: A success message will appear automatically in Unified Practice.
        • Declined: A failure message will display, allowing you to retry or manually key in a different payment method.
      Allocating the Payment:
        • After the payment is processed, you’ll be prompted to allocate the funds.
        • Apply the payment toward services, products, or any outstanding balance for that visit.
        • Any remaining balance will automatically update after allocation.

       

      Need assistance? Reach out to Payments@unifiedpractice.com. We are happy to help!