Introduction
Steps to apply Payex Payment Terminal
Connect Payex Payment Terminal with EasyStore
Collect payment for POS order with Payex Payment Terminal
Void transaction via Payex Payment Terminal

1. Introduction

Introducing a new method for credit card payments via the Payex terminal device (issued by Payex).

Ideal for merchants utilizing mobile POS systems such as phones or tablets who want to offer credit card payment options without an NFC device. Customers pay through the Payex terminal.

2. Steps to apply Payex Payment Terminal

Step 1: Create Payex account

Click this link to apply Payex account

Fill in the Email to create a Payex account.

This Email account will be use to access to Payex’s portal in future

Step 2: Choose your Payment Plan

Select “Starter Plan”

Step 3: Choose mode of payment

Select Credit Card Terminal payment services

Step 4: Fill in the Business Info

There were 5 sections need to be fill in under Business Info:
- Business Details
- Business Informations
- Director Informations
- Contact Person Informations
- Social Media Informations

Step 5: Documents Submission

Kindly select your business premise information before proceed with the documents submission



5.1 Documents needed for business that having office
Minimum one Exterior Photo of Office / Shop with Signboard or Unit Number
Minimum two Interior Photos of Office / Shop
Any one Director's IC (Front & Back) / Passport
Company Logo (Optional)
Other Supporting Documents (Optional)
ie. relevant business licence, tenancy agreement, invoice, utility bill, pricing list, catalogue

5.2 Documents needed for business do not have office / shop (online / home-based business)
Minimum one Exterior Photo of Home-based Business with House Unit Number
Minimum three Photos of Goods / Stocks / Inventories
Minimum three Latest Invoices / Receipts Issued from Company to Customers
Any one Director's IC (Front & Back) / Passport
Company Logo (Optional)
Other Supporting Documents (Optional)
ie. relevant business licence, tenancy agreement, invoice, utility bill, pricing list, catalogue

Step 6: Settlement Details

Fill in the bank account details for the transfer of funds from Payex to your bank account.

The submission of latest 1 month Full Bank Statement is required by Payex to proceed

Step 7: Submit your applications

You will receive email with subject [Merchant Application Successful] if your application is successful, follow the guide provided by Payex to set up your account

💡Account application with Payex takes 3-5 working days

3. Connect Payex Payment Terminal with EasyStore

Step 1 : Go to EasyStore Admin > Settings > Payments > Add payment method > select Payex POS

📌 Note: The connecting of Payex POS only available in the EasyStore app, so kindly proceed to your daily POS device such as Sunmi device, mobile or tablet



Step 2: Connect the Payex terminal and POS device to the same internet connection

Step 3: Retrieve IP Adress from Payex Terminal

On Payex terminal home page, click “INFO”, looking at the IP “XXX.XXX.XXX.XXX”





Step 4: Key in the IP address retrieved from Payex terminal > click Pair Now



When the status updated to paired success, you can start to collect payment with Payex POS!

4. Collect payment for POS order with Payex POS

Step 1: Switch Payex terminal to stay at home screen

📌 Note: Payment will only work when Payex terminal at home screen

Payex terminal home screen:



Step 2: Create POS order > proceed to payment > select Payex POS



Step 3: Click mark as paid



Step 4: The order amount will be automatically sync to Payex terminal and customer can scan their card at Payex terminal for payment.





Once the transaction is approved and authorized, the transaction will be updated to EasyStore POS system and the order status will be updated to paid and completed

5. Void transaction via Payex POS

In Payex terminal, you have the option to void the transaction created too

Steps :
Click on “Void” button in the home screen (bottom right corner) > select CREDIT/DEBIT card as void method > enter INVOICE(INV) NO. that want to void > click ok > confirm

Updated on: 29/07/2024