Setting up EFTPOS - Linkly Cloud

Setting up 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.
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. Click the '+' symbol under the bottom box to add a Retailer terminal to the grid.
  10. Under 'Terminal', select your Retailer Terminal. Under 'Pinpad', select the EFTPOS terminal you wish to pair it to.
  11. Repeat steps 9-10 for each additional PC.
  12. When finished, close the window.
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.

Enabling Automatic 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 tick-box.
  4. Click Proceed.
  5. Click Yes to save changes.
Instead of the above, you can manually settle an EFTPOS terminal by going to Tasks -> Daily Tasks -> Settle EFTPOS

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