Setting Up EPASS Pay

The EPASS Pay setup should only be completed by IT personnel or someone with full EPASS security access. Setting up EPASS Pay will need to be completed for each branch.

Before Starting

• You will need the Merchant ID for your branch that was provided by Fullsteam. If you do not have the Merchant ID, contact EPASS support for help.

Connect Payment Terminals to Your Network

Follow the instructions that came with your payment terminals to connect them to your network.

If you have a Move/5000 terminal, view instructions for connecting it to your wireless network here.

Once each terminal is successfully connected, continue with the next section, Activate EPASS Pay Security Options.

Activate EPASS Pay Security Options

To complete the EPASS Pay setup, you'll need to activate at least two security options. After the setup, some or all of these security options will need to be activated for each person that will use Merchant Track.

To Activate EPASS Pay Security Options

1. Log into EPASS.

2. Go to Tools > System Maintenance.

   

3. On the Tables tab, select User Security, and then click Open.

   

4. Select your account from the list, and then click Security.

5. In the menu on the left, click EPASS Pay. Select Merchant Track - All Branches and Merchant Track - Terminal Management. (The additional security settings are optional and not required to complete the EPASS Pay setup. They can be activated as needed for each Merchant Track user at a later time.)

   

6. In the Keyword field, enter add payment Enable the security options highlighted below so that the user can use these payment entry methods.

   

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   You also need to enable these security options if you use EPASS Mobile Service.

   

7. In the Keyword field, enter refund. Enable the highlighted security options below to allow the EPASS User to complete an integrated refund.

   

8. In the Keyword field, enter preauth. Enable the security option to allow the EPASS User to add the Pre-Authorized payment type.

   

9. Click OK.

Configure Your "Cash" Customer

You need to make sure that the customer account that you have set up in EPASS for “quick sale” or “cash” transactions is configured for EPASS Pay. This is necessary so that the address verification procedure is skipped when taking EPASS Pay payments on invoices that use this customer account.

1. Go to Customer > Maintenance.

2. Search for your “cash” customer, and then click Edit.

3. Click the Credit tab.

4. Select the EPASS Pay - Cash Customer checkbox.

   

5. Click OK to close the Customer record.

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You cannot use Click to Pay links or save cards on file with Cash Customer accounts.

Configure EPASS Pay Variables

1. Go to Tools > System Maintenance.

   

2. Click the Variables tab.

3. Click EPASS Pay, and then click Open.

   

4. On the EPASS Pay tab, do the following:

   

A	If you want EPASS to print a merchant receipt as well as the customer receipt after each payment transaction, select the Print Merchant Copy of Payment Receipt checkbox. Note: EPASS always prints the customer's copy of the receipt.
B	If you’re using a PinPad with a built-in printer, selecting this checkbox will print the customer’s receipt from the PinPad.
C	Select this checkbox if you want declined payments to appear on printed invoices.
D	Select the default Entry Method for all EPASS Pay payments (PIN Pad, PIN Pad Keyed, Form Keyed, Card on File.) When an EPASS Pay Payment Type is added to an invoice, it will automatically set the Entry Method to the default. (The Entry Method can always be changed on the Invoice at time of payment.)
E	By default, credit cards are saved to the customer record that appears in the invoice’s Sold To field and are recalled from the customer record that appears in the invoice’s Bill To field. You can change the defaults using the two dropdowns.

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EPASS always prints the customer's copy of the receipt.

5. Click the AVS & CVV tab to configure how EPASS Pay manages Address Verification (AVS) and Card Verification Value (CVV) discrepancies. You can choose to either accept or reject payments outright, or prompt for a decision on how to proceed.

   

6. Once you've completed configuring AVS and CVV, click OK to close the EPASS Pay Variables window.

Enter User Information for Merchant Track

Each person that will use Merchant Track needs to enter their name, a phone number, email, and the branch that they're associated with in their EPASS User profile.

To Enter Your MerchantTrack User Information:

1. In the User Security window, select your account and then click Edit.

2. On the Settings 1 tab, in the EPASS Pay Merchant Track area, enter your name and a phone number.

3. If the Email field is blank, enter your email address.

4. In the Branch dropdown, select the branch that you are associated with.

5. Click OK.

Add Credit Card and ACH Merchant IDs

The Merchant IDs for your branch has been provided by Fullsteam. If you do not have the Merchant ID, contact EPASS support for help.

To Add the Merchant IDs:

1. Go to Tools > System Maintenance.

   

2. On the Tables tab, select Branch, and then click Open.

   

3. Select a branch, and then click Edit.

   

4. Click the Payment Proc tab.

   

5. In the EPASS Pay area, enter the Credit Card Merchant ID.

6. If you have an EPASS Pay ACH Merchant ID, enter it in the ACH Merchant ID field.

Before closing this window, continue with the next section.

Activate Payment Terminals

The final step in the setup process is to activate your payment terminals. Make sure that you have already connected them to your network before continuing.

To Activate Your Payment Terminals:

1. In the Payment Proc tab of the Branch window, click Online Manage. Merchant Track opens to it's Dashboard screen.

2. In Merchant Track's left navigation menu, click Terminals, and then click Activate Terminal.

   

3. Enter the Activation code displayed on the Terminal's screen.

4. Enter a Description for the Terminal. (For example, Front Register, Parts Counter, etc.)

5. In the Merchant dropdown, select the Merchant ID that this Terminal is assigned to.

6. Click Activate.

7. Repeat steps 2-6 for each terminal.

The EPASS Pay Setup is complete.

What's Next?

• Payment Types for EPASS Pay need to be added to EPASS. If this has not been done yet, see Adding EPASS Pay Payment Types.
• Learn how to use Merchant Track. Start with the About Merchant Track topic.

Updated

May 29, 2025