Integrated EFTPOS - Linkly On-Premise (Formerly PC-EFTPOS)

Integrated EFTPOS - Linkly On-Premise (Formerly PC-EFTPOS)

This advice sheet outlines the integration of Linkly (on-premise) and Retailer. It applies to most EFTPOS terminals obtained from major banks (such as Commonwealth, NAB, Westpac).
Info
There is a Cloud version of Linkly, which can be setup according to the advice sheet HERE.

Requirements

  1. In Retailer, the Integrated EFTPOS module needs to be enabled. To check this, go to Help -> Register and check that the Integrated EFTPOS option is ticked. If not, contact Tower Systems to enable this function.
  2. Your PCs must be running Retailer locally. If you use a cloud-based connection for Retailer, you need to use Linkly Cloud instead.
  3. An active account with Linkly.
    Contact Linkly on 02 9998 9800 for more information.
  4. EFTPOS terminals that are compatible with Linkly.
    Contact Linkly on 02 9998 9800 for more information.
  5. Linkly needs to be installed on all computers with an EFTPOS terminal.

Installing Linkly Software

Contact Linkly on 02 9998 9800


Configuring Retailer to use Integrated EFTPOS

The settings below need to be done on EACH computer using Linkly.
  1. On the top bar of Retailer, click on Setup -> Point of Sale.
  2. Click on the Terminals tab.
  3. Click on the Third Party Integration tab in the middle.
  4. Tick the EFTPOS Machine Attached tick-box.
  5. Select LINKLY - ACTIVEX from the drop-down box.
  6. Click Save.

Configuring payment types to prompt for EFTPOS

  1. From the main screen of Retailer, click on Setup -> General -> Pay Types.
  2. Select your EFTPOS payment type.
  3. In Type, ensure that AutoPay is selected and tick Over Payments for any payment types where cash out is required.
  4. Repeat Steps 2 & 3 for all other EFTPOS and Credit Card types (eg. VISA, Master Card, American Express, Diners).
  5. Tick the Open Cash Drawer After Sale box for any sale type you want to open the drawer for.

Configure Merchant Receipt printing settings

  1. From the Main Screen of Retailer, click Setup -> Point of Sale -> Terminals.
  2. Under the list of Terminals, click the Report Mapping tab.
  3. In the Report Mapping list, look for a line with Report Type of 'Merchant Copy'
    1. If the 'Merchant Copy' line is not present, click the Plus button at the bottom to add a new line. Select Report Type as 'Merchant Copy', Printer as your Printer Name, and Template as 'EFT'
  4. If you wish to stop the Merchant Copy printing, click the 'Merchant Copy' line and click the minus button at the bottom to remove.
  5. Repeat this for each terminal with an attached Eftpos Machine

Configure Retailer Receipt printing settings

To prevent Retailer Receipts automatically printing for Eftpos Sales:
  1. From the Main Screen of Retailer, click Setup -> Point of Sale
  2. Click the Terminals tab
  3. In the list of Terminals, click into the Confirm Receipt column
  4. Select either 'EFTPOS only' or 'All'. A prompt with then appear before printing for either Eftpos sales or All sales.
  5. Repeat for each of your terminals
  6. Click Save.

Eftpos Surcharges


MOTO Transactions (Card not present)

To perform a MOTO transaction, perform the sale as normal and send the amount to the Eftpos machine.
You can then process the MOTO transaction on the Eftpos machine. Check with your Bank for details

Settlement Options

Automatic Settlement

Your Eftpos Machine may have an Automatic Settlement time. Check with your Bank.
If not, you can configure an Automatic Settlement time in Linkly. See Linkly's Guide HERE or contact Linkly

Enable Settlement During End of Shift

If End of Shift is run on the Terminal that has the Eftpos Machine attached, Retailer can trigger the settlement process.
If there are multiple Eftpos terminals, End of Shift would need to be run on Multiple Terminals.
  1. On the main screen of Retailer, click on the End Of Shift icon. 
  2. Click on Setup on the bottom-left.
  3. Tick the Perform PC-EFTPOS Settlement tickbox.
  4. Click Proceed.
  5. Click Yes to save changes.

Manual Logon or Settlement

On the Terminal that has the Eftpos Machine attached:
  1. From the main screen of Retailer, click Tasks -> Daily Tasks
  2. Click Either Eftpos Logon or Settle Eftpos

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