1. Introduction
2. Steps to apply Payex Payment Terminal
3. Connect Payex Payment Terminal with EasyStore
4. Collect payment for POS order with Payex Payment Terminal
5. 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.

Step 2: Choose your Payment Plan

Step 3: Choose mode of payment

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.

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

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

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