This article will show you how to set up the Pay Tray App for Heartland.
Important Notes
This article uses the PAX S300 as an example. Please consult with Heartland if using a different device.
In order to test a transaction, you will need to verify with CivicPlus that your payment gateway has been configured in CivicPlus Payments. Once that is complete, you will be able to run a transaction.
Prerequisites
You must have downloaded the latest version of the Pay Tray App.
You must have the Pay Tray App Installed.
You must have a Heartland chip-read/pin pad device. The device must be plugged into the power and Ethernet, and already have its system updates performed. For more information on this step, reach out directly to Heartland technical support.
Instructions
Navigate to the directory in which you have installed the Pay Tray App
Note: The default installation path is C:\Program Files (x86)\CivicPlus\CpPay Tray App
Search for the application and select Run as Administrator
Note: You must always run the app as an administrator. If you do not, you will receive the following error when you process transactions:
Find the app in the Windows tray, and right-click to select Settings
Click to expand the Heartland section of the configuration dialogue
Note: You will need the IP address and port of the device you are trying to communicate with.
Type the port number into the HeartlandSecureSubmitPort field
Note: The default port number is 10009.
Find the IP address of the device
Go into the admin settings of the device
Navigate to Communication using the arrow keys
Enter the password
Select LAN Parameters using the arrow keys
Touch IP Address to view the device's IP Address
Enter the IP Address into the HeartlandSecureSubmitIpAddress field
Note: Do not add any preceding zeroes to the IP address. For example, 192.168.001.051 would be entered as 192.168.1.51.
Click Save
Run a test transaction