Terminal (F)

The Terminal page contains information about a specific terminal associated with a merchant’s payment processing system. You can edit details about the terminal and view a list of recent transactions associated with the terminal on this page.

Navigate to the Terminal page by following the steps below:

Step 1: Click on Merchants in the Management category in the left hand navigation panel.
Step 2: Click on a specific merchant in the merchants table to open the Merchant Profile page.
Step 3: Scroll down to the Terminals tab in the Merchant Account Overview section of the Merchant Profile page.
Step 4: Click on the specific terminal located in the Terminals table to open the Terminal page.

Partial view of the Terminal page, showing the Terminal Details Section.

Terminal Features

Terminal Details

The Terminal Details section contains editable information related to a specific merchant terminal, including the following information:

Terminal Details Field Name	Description

Terminal Details Field Name	Description
ID	The Payrix-generated ID for the terminal.
Created	The date that the terminal was added to Payrix.
Merchant ID	The Payrix-generated ID for the merchant associated with the terminal.
Merchant Name	The name of the merchant associated with the terminal.
Type	The type of terminal. Choose from the following: Authorize.net , PAX Terminals, DEJAVOO, NMI, Cybersource, Core 610, Verifone, UIC, Var - Freedom Pay, or Datacap E-Pay REPRO.
Status	The status of the terminal. Choose Active or Inactive.
Auto Close	Indicates whether the terminal is set to auto-batch close. When Auto-Close is selected, the batch close is automatically engaged at a preset time each day. Choose from the following: Host, Terminal, or None.
Name	The name of the terminal as designated by the merchant or referrer.
Environment	The type of environment assigned to the terminal. Choose from the following: Retail, Retail with tips, Restaurant, Lodging, Bar, Cash Advance, Mail/Telephone Order, Pay at the pump, Service Rest, E-commerce, Direct Marketing, Fine Dining, Gift Card Only
Address	The street address of the physical location of the terminal.
Address 2	The suite number or other information associated with the street address for the physical location of the terminal.
City	The city associated with the terminal location mailing address.
State	The state associated with the terminal location mailing address.
Zip	The zip code associated with the terminal location mailing address.
Country	The country associated with the terminal location mailing address.
Description	A description of the terminal as designated by the merchant or referrer.
Serial	The serial number assigned to the terminal.
Cloud Enabled	Indicates whether the terminal is cloud enabled. Choose Yes or No.

Terminal Details Actions

To edit Terminal Details information, follow the steps below:

Step 1: Click the PENCIL icon at the top right hand corner of the Terminal Details section.
Step 2: Edit the information in the form.
Step 3: Save the edited information by clicking the CHECK MARK at the top right hand corner of the page, or cancel and revert to the previous information by clicking the X.

Terminal Transactions

The Terminal Transactions section contains a table of recent transactions associated with the specific terminal. The table includes the following information in the default settings:

Terminal Transactions Table Column Name	Description

Terminal Transactions Table Column Name	Description
Amount	The dollar amount of the transaction.
Status	The status of the transaction: Approved, Pending, or Failed.
Cardholder	The name on the credit card associated with the transaction.
Payment	Indicates whether the payment was submitted via Swipe, Chip Insert, Tapped (for Chip Contactless Entry), Manual Entry, or by using Apple Pay, Google Pay, or Samsung Pay.
Created	The date that the transaction was processed.
Arrow Icon	Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.

Terminal Transactions Table Actions

The Terminal Transactions page supports the following actions:

View additional details about a terminal transaction by clicking on any row in the Terminal Transactions table.
Access additional details about a specific terminal transaction by clicking any information in the table row to open the Terminal Transactions page for that merchant transaction.

Customize Your Terminal Transactions Table View

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Terminal page:

Terminal TXN Data

Terminal TXN ID
Currency
Date Created
Created by
Date Modified
Modified By
Type
Description
Order Number
Tax Amount
Status
Approved
Card Referrer

Entity Data

Custom
Entity ID
Login ID
Parameters
ID Type
Name
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status

Customer Data

Company
Zip
First Name
Last Name
Address
City
State
Country
Phone
Email

Merchant Data

Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created by
Date Modified
Modified By
Date Boarded
Last Transaction Date
Date Established
Status

Payrix Resource Center