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).
InfoThere 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

The Linkly software is a third party software, and the setup steps given here only work for EFTPOS machines that connect to the computer by USB cable. You will also need the Linkly Gateway Username and Password, which the bank or Linkly will provide. For other types of setup, please contact your bank, or Linkly on 02 9998 9800.

  1. Download the latest version of Linkly from their website - https://linkly.com.au/resources-support/software/
  2. Click on 'New Install'.
  3. Once downloaded, double click on the Linkly Eftpos installer - normally called Linkly Setup.exe
  4. Click 'Next' - to the Welcome screen.
  5. Click 'I accept the agreement'.
  6. Click 'Next'.
  7. Click 'Next' - to the destination location. This should say - C:\Program Files (x86)\PC_EFT. Do not change.
  8. Select 'Linkly Client And Server (APinpad will be attached to this PC)' - to the Install Configuration screen.
    If you are only installing on a computer without an EFTPOS PinPAD, you should contact the bank or Linkly.
  9. Click 'Next'.
  10. Leave all options ticked in the Additional Tasks screen.
  11. Click 'Next'.
  12. Click 'Install' - to Ready to Install.
The Linkly software will now install. Once Linkly has installed, the Configuration Wizard will open.

Linkly Configuration Wizard

Notes
NOTE: Make sure that the cable (USB) from the EFTPOS terminal is connected to the computer. Check Windows settings, Control Panel -> Devices and Printers to see if the cable is plugged in. It should show up in the 'Unspecified' section. Make note of the COM port - it may say something like 'Ingenico (COM5)'.
  1. Click 'Next' to the Introduction screen.
  2. Click 'Detect' - the system will now check for the the EFTPOS PinPaid and any Linkly gateway connections already setup.
  3. Click 'Next'.
  4. Select the required Bank.
  5. Click 'Next'.
  6. Select the following:
    1. Correct Pinpad Port - e.g. COM5. This is checked above in the Control Panel -> Devices and Printers -> Unspecified section.
    2. Tick the 'View Advanced Settings...'
    3. Select the receipt printer (where you want EFTPOS receipts to print to) in the 'Printers' drop down box.
  7. Click 'Next'.
  8. Click 'Next' - past the Setting Up EMS-Client.
  9. Click on 'Linkly IP Gateway'.
  10. Enter in the Linkly Gateway Username and Password that was obtained from the bank or Linkly.
    If you don't have them, please contact the bank or Linkly to get the details.
    Info
    The Username and Password are case sensitive. The username is normally all UPPERCASE and Letters. The password has UPPER and lower case and has numbers, letters in it.
  11. Click 'Next'.
  12. Select 'No, I've entered all connections'.
  13. Click 'Next'.
  14. Click 'Complete'.
  15. The Configuration Wizard will now close.
  16. You will be now be taken back to the installation (setup) wizard. Select 'No, I will restart the computer later'.
  17. Click 'Finish'.

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.
Notes
You can only pair one EFTPOS terminal to a single PC with Linkly On-Premise. Linkly Cloud can pair multiple PCs to a single EFTPOS terminal.

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.

Merchant EFTPOS Receipt

You will need to contact Linkly for them to adjust the merchant EFTPOS receipt in the Linkly software. This receipt is different from the Retailer sales receipt.

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.