Credit Card Terminal Setup

Springbrook now supports organizations that want to use point-of-sale credit card terminals to process credit card payments directly in Cash Receipts. In order to activate this functionality, organizations need to implement CivicPay, Springbrook's standalone payment processing solution, and complete the setup steps outlined below.

Step 1: Contact Springbrook and request a CivicPay implementation.

• The first step in the CivicPay implementation process is to contact the Springbrook Sales team to discuss implementation schedules and service agreements. A CivicPay Project Manager will work with your organization to ensure a successful implementation.

Step 2: Set up the credit card terminals on your network.

• Once your CivicPay implementation is complete, you will receive your credit card terminals. These Pax S300 terminals will be shipped to you directly from Bluefin, Springbrook's credit card processing partner.
  • Please see the Pax website at http://www.pax.us/portfolio_page/s300-integrated-retail-pinpad for detailed information about your credit card terminal.
• These terminals will arrive pre-configured to securely communicate with Bluefin's payment processing infrastructure. However, there are a few configuration steps that you must complete in order to connect your terminals to your network.

• Set the Terminal IP Address. In most cases, this will be determined by your IT staff.
  • Press and hold FUNC+1 to access the main menu.
  • Enter the PASSWORD provided with the terminal. You will be required to enter this password when navigating between menus.
  • Use the up ▲ and down ▼ buttons to move through the available screens.
  • Select COMMUNICATION.
  • Select LAN PARAMETERS.
  • Select IP ADDRESS.
  • Enter your IP address. This IP address will also need to be entered in Springbrook on a later step.

• Locate the Terminal Port.
  • Press and hold FUNC+1 to access the main menu.
  • Enter the PASSWORD provided with the terminal. You will be required to enter this password when navigating between menus.
  • Use the up ▲ and down ▼ buttons to move through the available screens.
  • Select COMMUNICATION.
  • Select ECR COMM. TYPE.
  • Select ETHERNET.
  • Record this Communication Port number as you will be required to enter it in Springbrook on a later step.

Step 3: Set up the credit card terminal interface in Springbrook.

• Once your credit card terminals are connected to your local network, you will need to configure Springbrook to interface with the terminals. Each workstation used to receive credit card payments must be configured.

• Set up your credit card terminals in CR Setup. Your CivicPay Project Manager will walk you through this process.
  • Open the Card Terminals tab on the CR Setup window.
  • Check the Enable Card Terminal Interface toggle.
  • Select a Terminal Pay Method from the drop-down list.
    • This will be the default payment method for all payments processed through the credit card terminal. While existing payment methods will display in the drop-down menu, many organizations will choose to create a new payment method specifically for credit card terminal payments. Your CivicPay Project Manager will discuss this with you during implementation.
    • Pay methods are created and maintained on the Pay Method Maintenance window (CR> Maintenance> Pay Method). Click here for information on Pay Method Maintenance.
  • The CivicPay Token field will display a long series of alphanumeric characters that Springbrook will use to securely communicate with CivicPay. This value will be entered by the CivicPay team and should not be edited.
  • Click the Save icon once the setup is complete.

• Set up a cash receipting workstation to work with a credit card terminal.
  • Open the Station Maintenance window and select the station the terminal should be associated with.
    • Stations are created and maintained on the Station Maintenance window (CR> Maintenance> Station). Click here for information on Station Maintenance.
  • The Terminal IP Address field is used to enter the static IP address assigned to the credit card terminal.
    • Please refer to Step 2 above to determine the terminal IP address.
  • The Terminal Port field is used to enter the terminal port set up on the credit card terminal.
    • Please refer to Step 2 above to determine the terminal port.
  • Once the Terminal IP Address and Terminal Port fields have been populated, use the Check the Connection icon to confirm the system can successfully communicate with the credit card terminal. The connection test results will display in a pop-up window.

• After successfully setting up a credit card terminal, you can begin processing credit card payments. Click here for information on processing credit card terminal payments.

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