Set up of Linkly Integrated EFTPOS Terminal

When you receive your EFTPOS terminal, you'll need to contact Linkly or your merchant services to install and configure the Linkly application on your PC. Once the Linkly application is up and running (green C) and communicating with your EFTPOS terminal, we'll install the Shopfront Client Connector to finish the installation process. Note that our Client Connector has a one-time licensing fee of $250 per register. For more details, feel free to reach out to Our Support Team.

Settlement of the EFTPOS Terminal

EFTPOS settlements are typically performed at the end of the day after the store has processed its last transaction.

We highly recommend performing a settlement daily to ensure that the transactions recorded in Shopfront align with the settlement amount reflected by the bank.

Setting up automatic settlements on your terminal is recommended. This guarantees that the EFTPOS transactions won't carry over to the next day's settlement if a settlement isn't performed. Should you need assistance configuring automatic settlements, please contact your merchant services or Linkly.

Settlement Not Printing

If a settlement fails to print and the receipt printer works for other printing purposes, you must contact your merchant services or Linkly for assistance. Otherwise, to troubleshoot a receipt printer that isn't working, see Receipt Printer Troubleshooting.

The Settlement Printout From the EFTPOS Terminal Does not Match the Shopfront EFTPOS Received on the Register Closure

In certain circumstances, the expected EFTPOS totals in your register closure may not match the EFTPOS terminal settlement printout. To identify the discrepancy, follow the steps in How to Check if an Integrated EFTPOS Sale Has Approved on the EFTPOS Terminal and compare the total amount for successful transactions to the amount expected in Shopfront.

If the Linkly EMS Client Journal does not match the expected amount in Shopfront, you should confirm the following:

• The opening and closing time of the register closure and whether any transactions were processed outside of this closure when compared to the Linkly EMS Client Journal. If a transaction was processed outside the register closure, you can run a sales report by payment method grouped by register to verify that Shopfront has the same expected amount.

The Settlement Printout From the EFTPOS Terminal Does not Match  What is Received in my Bank Account

If the expected amount in Shopfront matches your Linkly EMS Client Journal, but the amount received in your bank account differs, this is common and not usually of concern. If you are concerned then you should contact your merchant services for possible reasons. Possible reasons might be, settlement times, terminal offline transactions, card types, and surcharging.

How to fix the Linkly Integrated EFTPOS Terminal When an Error is Shown on the Sell Screen

Pinpad Offline

If your Linkly integrated EFTPOS terminal shows an Error - Pinpad Offline when attempting to process a transaction within the Sell Screen, it is due to a communication error unrelated to the Shopfront application.

The Linkly client application can normally be found in the bottom right-hand corner of the Windows taskbar as a Green or Yellow C. It may be hidden in the system tray. In this case, you'll need to select the up arrow to show more icons. If the icon doesn't exist, try rebooting the PC. If the icon doesn't appear after a reboot, the Linkly application has likely been uninstalled, corrupted, or never installed on this PC. You should contact the Linkly Support Team for this situation.

If the Linkly client icon "C" is Yellow in the Windows taskbar it means the Eftpos terminal, the PC and the Linkly client application cannot communicate.

Try the following steps to resolve this issue; 

• Restart your PC
• Reboot the terminal by holding down the Function and Clear buttons on the pin pad (if the EFTPOS terminal is an Ingenico Move 5000). Otherwise, try disconnecting the power cable or the battery
• Disconnect the USB cable from the EFTPOS terminal (or cradle) from the PC and plug it into another USB port on the PC

If the troubleshooting steps above have not resolved your issue, then you should contact;

• Linkly Support Team for assistance (+61 2 9998 9800) 
• Or your Bank's Merchant Services

Here are some advanced tips to resolve the issue, but you will most likely need to consult the Linkly Support Team or your Bank's Merchant Services about these;

• Compare the Linkly Application COM Port setting to the Windows Device Manager Ports (Usually, the COM port is set to Telium in the Linkly application)
• Is the EFTPOS terminal in Standalone Mode? (Non-Integrated mode)
• What is the EFTPOS terminal communication port type set to? (COM or USB)

An Unknown Error has Occurred

If the Linkly client icon "C" is Green in the Windows taskbar (as shown above) and you're not able to process an EFTPOS transaction due to the error shown below, it could be for the following reasons;

• There is a temporary issue with the Shopfront Linkly Client Connector. Restarting the PC might solve this issue, if not it's best to contact the Shopfront Support Team.
• The Linkly integration has not been set up on this PC by the Shopfront Support Team
• If the payment type Linkly Value Added Applications has been selected in your Shopfront payment method settings instead of the payment type Linkly, unless your EFTPOS terminal has been specifically configured for the Linkly Value Applications, you will need to change the payment type to Linkly. See Setting Up Payment Methods to check the payment method type in Shopfront

Declined - Modem Error

This indicates an error with the EFTPOS terminal connecting to Linkly. If you are presented with this error, you will need to contact the Linkly Support Team.

EFTPOS Terminal has Approved a Sale but the Transaction Remains on the Sell Screen

A situation may occur whereby the EFTPOS terminal has approved the transaction, but the sale remains on the Shopfront sell screen. This has occurred because the Linkly application still needs to provide Shopfront with a transaction response.

How to Check if an Integrated EFTPOS Sale Has Approved on the EFTPOS Terminal

1. Double-click the teal-coloured EMS Client icon in your Windows system tray (bottom right corner of your screen). If it does not appear, you may need to select the system tray upwards arrow to show more icons.
2. Select Journal 
   
   
3. If the transaction was from a previous day, select the date in the Between And range section. Otherwise, the date will default to the current day, with the most recent transactions appearing at the top of the list.
   
   
4. Any approved sales will appear as Successful Financial Txns. You can also select Failed Financial Txns to confirm that a transaction has failed.

Processing a Sale in Shopfront That has Already Been Approved on The EFTPOS Terminal

If the product(s) remain on the sell screen after the sale is approved on the EFTPOS terminal or you know what products were sold, you can process the transaction with an alternative payment method. If you have permission to do so, you should modify the payment method for this sale. Here is an article with the steps to Modify the Details of a Sale.

If the user has removed the products from the sell screen, an Actions Report should show the removed products and quantities. Follow the steps below to view the removed products.

1. Select Menu
2. Select Reporting
3. Select Actions Reports
4. Select the Date and Time
5. Within Search for Anything, type Removed Product and select the option in the dropdown list below.
6. Find the product(s) that have been removed after the time of the transaction in question.

If this is a common occurrence, please contact the Linkly Support Team.

Entering Card Details Manually Into the EFTPOS Terminal (MOTO)

Entering card details into the EFTPOS terminal without swiping or tapping the card is referred to as a MOTO payment which stands for Mail Order Telephone Order. By default, MOTO payments are disabled for most banks, to activate, you will need to call your bank's merchant services and ask them to enable this function.

Typically the process for MOTO payments in Shopfront is as follows:

1. Add the products to Shopfront, as you would a normal EFTPOS sale
2. Start the EFTPOS transaction
3. Press Function on the EFTPOS terminal when it shows swipe card and follow the prompts

The process may vary slightly depending on the EFTPOS terminal, so it is recommended to contact your bank if you have any questions about the procedure.

Turning off the Linkly EFTPOS Integration for Your Payment Method

To process transactions using your Linkly payment method in Shopfront without integrating it with the terminal, you will need to change the Payment Method Type. This can be useful if Linkly isn't working and you need to switch the EFTPOS terminal to standalone mode. Follow these steps to temporarily switch the payment method type from Linkly to EFTPOS.

Note: Changing the payment method type affects all registers. Ensure no Linkly transactions are being processed on other registers when making this change.

1. Select Menu
2. Select Setup
3. Select Payment Methods
4. Select Edit for your Linkly payment method
5. Change the payment method Type from Linkly to EFTPOS
6. Select Save
7. Navigate to the sell screen and process the transaction as usual, the sale should complete immediately without connecting to Linkly