Everything about the Genius handheld

Unbox and charge the handheld

These steps are for the PAX A920 MAX, one of the Genius handheld models.

• The PAX A920 MAX handheld
• A paper roll
• An AC power adaptor
• A USB to USB-C cable

Get it running

1. Plug the cable into the USB-C port on the left side and let it charge.
2. Press and hold the power button on the right side.
3. If the app does not open by itself, tap the Genius icon on the home screen.

Connect to Wi-Fi and log in

The handheld needs a secure Wi-Fi network before you can sign in.

Join Wi-Fi

1. Swipe down from the top of the screen. When the status bar appears, swipe down again.
2. Tap the Wi-Fi icon and switch Wi-Fi on.
3. Select a secure network and enter its password.
4. Tap the home button at the bottom to leave settings.

Log in

1. Open the Genius app.
2. Sign in with the details from your welcome email.
3. Follow the prompts to create a new password and a PIN.
4. Tap Allow on the end user agreement.

You are now ready to take payments.

Find your way around the Home Screen

After login you land on the Home Screen. Which buttons you see depends on your permissions, so a cashier sees fewer than an admin.

• Sales / Orders: ring up and check out, hold orders, and manage gift cards.
• History: completed orders, receipts and refunds.
• Management: X and Z reports, cash in and out, safe drops, tip adjustments and closeout. For managers and admins.
• Reporting: opens the Portal's Sales Summary.
• Admin: opens the Portal dashboard to change items, staff and settings.

Top of the screen

• Lock locks the app until a PIN is entered.
• The gear opens Profile, Help, Register Settings, Support, Sync Now and Log Out.

Ring up a sale

Three ways to add items, all from the Sale screen.

• Tap: choose an item screen from the ribbon, then tap each item.
• Search or scan: go to Search and type a name, or tap the barcode icon and scan. The scanner must be enabled in Register Settings.
• Manual item: on Manual Entry, type a price and tap Add. This needs permission.

Check the cart

• Tap the cart icon at the top right to review the sale.
• Tap the X beside an item to remove it.
• Tap Checkout when it is right.

Take payment

The Payment Method screen shows the balance due and a ribbon of payment types. Swipe, use the arrows, or tap the name to change type.

• Card: tap Card and have the customer insert, tap or swipe. Use Manual Entry to key in a credit card that will not read.
• Cash: tap Exact, a suggested amount, or type the amount and tap Pay. The pop-up shows the change due.
• Debit: card only, with the customer's PIN. It cannot be keyed in.
• Part payment: tap Backspace, type the part to charge, then pay the rest another way.

Tip and signature

If tipping is on, turn the handheld to the customer. They choose 15%, 18%, 20%, a custom amount or No Tip, then sign on screen.

Give the receipt

Every payment ends on the Receipt screen. The handheld has a built-in printer, so load the paper roll before your first sale.

• Print a paper receipt.
• Email it to the customer.
• Complete Order to finish without one.

What prints on a receipt

• Top: your logo, location name, a header line, and the date and time.
• Middle: order and transaction numbers, the staff member, each item, then discounts, tax, tips and the total.
• Tenders: how the customer paid. A cash receipt shows cash given and change due.
• Bottom: your contact details, a short message and a barcode.

The barcode lets you scan the receipt later to find the order.

Lock the handheld and switch users

Locking keeps the device safe when you put it down, and lets staff hand it over without a full sign-out.

• Tap the Lock button at the top of the Home, Management or Orders screen.
• The app also locks itself after 15 minutes without use.
• To get back in, enter your 6-digit PIN.

Switching users

1. The first person taps Lock.
2. The next person enters their own PIN.

No username or password is needed, which keeps the line moving.

Find a past order, reprint or refund it

History holds every order in the current batch, sorted into seven screens.

Find the order

• Tap the name in the ribbon to choose a screen: Search, All Orders, My Orders, My Register, Completed, Refunded or Cancelled.
• On Search, type the transaction number, scan the receipt barcode, or search by date and time.
• Tap an order to open it. Items shows what was bought, and Payments shows how it was paid.

Act on it

• Tap the three dots at the top right for Print Receipt or Email Receipt.
• Tap Full Refund at the bottom to refund the whole order. A Refund Items option covers part of an order.

Clear orders stuck in Quarantine

If an order could not be processed properly at payment, for example when the connection dropped, the handheld stores it in Quarantine until you upload it.

• A red outline and flag on the Quarantine button means orders are waiting.
• Tap Retry All to upload every order. Each one changes to Completed and gets a new transaction number.
• To handle one order, tap it. Depending on the order you can Try Again, Refund, Fail or Cancel.

Sync changes and connect devices

Two things in the gear menu keep the handheld up to date.

Sync Now

Changes made in the Portal, such as new items, prices or staff, do not reach the handheld until it syncs.

1. Tap the gear at the top right of the Home Screen.
2. Tap Sync Now near the bottom.
3. Wait for the syncing message to finish.

Register Settings

• Add, connect and configure devices such as a barcode scanner or payment terminal.
• Tap Save to keep your changes, or Back to leave without saving.