Integrated EFTPOS - Linkly Cloud

Integrated EFTPOS - Linkly Cloud

Linkly are now offering a new cloud-based EFTPOS solution, allowing you to connect to their EFTPOS terminals in multi-store environments or when using Retailer remotely. If you are interested, talk to your bank about using the new Linkly Cloud. It usually applies to terminals supplied by most major banks (such as Commonwealth, NAB, Westpac) and for Retailer running on the Cloud.
Info
If your Linkly EFTPOS terminal uses a USB connection, see HERE instead.

Before Getting Started

  • For a wireless terminal, you will need to ensure that you have a strong wifi signal available near the counter. Ideally, the wifi router should be within 10 meters of the EFTPOS terminal.
  • For a wired terminal, you will need to have an additional Ethernet (network) port available at the front counter.
  • The terminals connect directly to the internet, so a reliable internet connection is essential.
  • In Retailer, the Integrated EFTPOS option needs to be enabled. To check this, go to Help -> Register and check that the Integrated EFTPOS option is ticked. If not, contact Tower Support to enable this function.
  • Your bank will provide you with instructions for plugging in and activating your EFTPOS terminal - follow these carefully. Often, a tech will be sent to your store to complete this step for you.
  • Your bank will provide you with a Username and Password for each terminal - keep these, you will need them.
  • During the pairing process, you will need to get a pairing code from the EFTPOS terminal. Your bank will be able to help you with this, or you may be able to find instructions online - go to https://linkly.com.au/bank-terminal, select the correct bank and EFTPOS terminal model and follow the links. Or try the Linkly Cloud Setup Guide

Setup

  1. From the main menu in Retailer, go up the top to Setup->Point of Sale.
  2. Click the Terminals tab, then, in the second row of tabs further down, click Third Party Integration.
  3. Tick the box for EFTPOS machine attached, then select Linkly - Cloud from the options. Click Save.
  4. Click Setup. 
  5. Just under the top box, click the '+' symbol to add an EFTPOS pinpad to the grid. Enter the username and password for the pinpad provided by your bank. You can change the name to anything you like.
  6. Obtain a Pairing Code from the EFTPOS terminal. The exact method of doing this varies by EFTPOS model - your bank will be able to help with this.
  7. Click Pair Now, then enter the pairing code and click OK. You should see the status of the pinpad change to 'Paired'.
  8. Repeat steps 5-7 for any extra EFTPOS terminals you have.
  9. The current terminal and pinpad will automatically be added to the 2nd grid. If not:
    1. Click the '+' symbol under the bottom box to add a Retailer terminal to the grid.
    2. Under 'Terminal', select your Retailer Terminal. Under 'Pinpad', select the EFTPOS terminal you wish to pair it to.
    3. Repeat steps 9-10 for each additional PC.
  10. When finished, close the window.
Notes
You can pair multiple PCs to the same EFTPOS pinpad.
On each PC that is paired to a EFTPOS machine, you will need to repeat steps 1-3 above. The rest of the steps only need to be done once.

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 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