Use this when a merchant running AIM is having card reader issues for in-store payments.

This assumes the General Troubleshooting steps have already been done (WiFi, Awaiting Connection, Declines, P5 Sync).

✅ 1. Pre-Checks Before Touching the P5

Confirm:

• They use Vortx for online rentals/contracts/orders
• They switched to AIM Payments (not OpenEdge or legacy processors)
• The P5 is listed in Payment Portal
• Merchant is logged into the correct workstation in AIM

If any are not true → fix at that layer first.

If Vortx Website is involved → escalate configuration to AIM Software team.

🧲 2. Verify P5 in Payment Portal (PayFac)

AIM only recognizes terminals that exist in Payment Portal.

🧮 Step 1: Confirm Terminal Exists

1. Open merchant Profile in Payment Portal
2. Go to Terminals
3. Confirm:
   • Terminal Type = P5
   • Terminal has an assigned Terminal ID
   • Name matches the register location

If missing or outdated → re-pair.