✨ Follow these steps to set up AIM Payments using a P5 Terminal.

Step 1: Ensure the Latest Version is Installed

• Go to the Tritech Retail Member Portal.
• Download and install the latest version of AIM (this will also update existing installations).
• Open AIM and navigate to:Help > About AIM.
• Verify the Program File Version is 12.0.3.11 or later (older versions do not support payments).

Step 2: Configure AIM Payments

• Access Workstation Settings:
  • Go to Maintenance > General > Workstations.
  • Select the CC tab.
• Update Payment Settings:
  • Set the POS Gateway to AIM Payments.
  • Enter the following credentials (obtained from the Payment Portal):
    • Account ID (found in PayFac under the merchant’s profile).
    • Username (found in PayFac under the merchant’s profile).
    • Password (found in PayFac under the merchant’s profile).
    • Terminal ID (obtained by pairing the P5 device in the Payment Portal).
• Configure Fallback Gateway (Optional):
  • Set the Fallback Gateway to OpenEdge if the merchant needs token continuity.
• Enable Tip Prompt (Optional):
  • Check the Prompt for Tip box to enable tipping.
  • Configure gratuity options under the POS section.

Step 3: Pair Card Readers and Test Transactions

• Ensure card readers are properly paired with AIM.
• Perform a Test Transaction:
  • In AIM Payments, go to File > Quick Sale.
  • Select an item or SKU.
  • Click Authorize Card and use a credit card on the paired reader.
  • Click Finalize Transaction to complete the process.

Step 4: Process Refunds/Returns

• Access the Refund Module:
  • In AIM Payments, go to Modules > Returns > Merchandise Return.