Terminal Setup & Usage
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      3. Terminal Setup & Usage

      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 holding the power button until the screen lights up.

      • On the welcome screen, swipe up until a black bar with a white triangle appears.

      • Double-tap the triangle to open the password prompt.

      • Enter pax9876@@, then tap Enter.
        → This will take you to the home screen with all the icons.

      • Swipe down from the top of the screen twice to fully expand the quick settings menu.

      • Tap and hold the Wi-Fi icon to open the full Wi-Fi settings screen.

      • Select your Wi-Fi network, enter the password, and tap Connect.

      • Wait for it to show “Connected” 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

      This step is only needed if you have multiple terminals registered to your UnifiedPay account.
      If this is your first EMV device, you can skip Step 3—your terminal will be automatically set as the default.

      How to Select Your Default Terminal:

      1. Navigate back to Unified Practice.

      2. Go to Clinic Settings > Billing Information > Card Payment Settings.

      3. Under Select default terminal for card payments, choose the terminal that matches the device you were shipped.

      4. Click Save to apply your selection.

        • 📌 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.

       

      Example:

      If you have both our IDTech SREDKey2 card reader and a PAX A77/A920 Pro, your screen will look like the first screenshot. With the SREDKey2 toggle turned on, you’ll have the option to select which device should be your default for card payments (for example, SREDKey2 or Kristen’s A77).


      If you don’t have a SREDKey2 and only have a PAX A77 or PAX A920 Pro, your Card Payments Settings will look like the second screenshot, with the SREDKey2 toggle off and no default selection needed—you can skip Step 3 entirely. 

       

      📌 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!