Integrated EFTPOS - Linkly (Formerly PC-EFTPOS)

Integrated EFTPOS - Linkly (Formerly PC-EFTPOS)

This advice sheet outlines the integration of Linkly and Retailer. This article applies to most EFTPOS terminals obtained from major banks.

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 cannot use Linkly/PC-EFTPOS.
  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 PC-EFTPOS Software

Contact Linkly on 02 9998 9800

Configuring Retailer for PC-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.

Enable Settlement During End of Shift

  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

  1. From the main screen of Retailer, click Tasks -> Daily Tasks
  2. Click Either Eftpos Logon or Settle Eftpos

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