Set up PC-EFTPOS

Back Top Previous Next

Steps to install and set up PC EFTPOS (Linkly)

Contact your bank to organise a PC EFTPOS compatible machine. Support banks include:

Westpac

ANZ

Commonwealth

NAB

Suncorp

St George

BWA

Travelex

 

For more information please refer directly to your bank or the PC EFTPOS website: https://linkly.com.au (copy and paste into a browser).

 

Info

Note: PC-EFTPOS is not available for Jim2.Cloud customers. Only Tyro is available.

 

Install PC EFTPOS

Your EFTPOS machine will typically be connected to a retail workstation. Some EFTPOS machines still use an RS232 serial connection, so a USB to serial converter may be required.

 

Once you have received your PC EFTPOS compatible machine, download and install the software on the workstation.

 

Install Jim2 EFTPOS Server

In all cases, terminal server environment or none, you need to ensure the PC EFTPOS Software and the Jim2 EFTSERVER software (download here: https://jim2.com.au/support/latest-update/ – copy and paste into a browser and scroll down the page) is installed and configured on the workstation that has the terminal physically connected to it.

 

It can also be better to have the workstations setup with static IP's to avoid DNS issues.

 

Once this is done, configure the Jim2 user's session to talk to the appropriate terminal – it does not have to be connected to it.

 

Create a Windows Firewall Rule for Jim2 EFTPOS Server.

 

eftpos firewall rule

 

Add a new inbound rule.

 

New firewall rule

 

Select Program.

 

firewall program

 

Enter the path: C:\Program Files\Happen Business\Jim2 EFTPOS Server\Jim2 EFTPOS Server.exe

 

eftpos server

 

Click Next and tick Allow the connection.

 

allow connection

 

Click Next. All boxes will automatically be ticked, so no need to do anything else here.

 

Apply rule

 

Click Next and enter the Name: Jim2 EFTPOS Server. Enter a Description if desired.

 

eftpos server1

 

Click Finish.

 

Add Jim2 EFTPOS Server to the Windows Startup Folder. Browse to C:\Program Files\Happen Business\Jim2 EFTPOS Server.

 

eftpos server folder

 

Right click and select Copy, then click Start and type Run. Press Enter. In Open, type C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Startup

 

Run

 

Click OK, then paste the Jim2 EFTPOS Server icon into the folder that opens.

 

Paste

 

Restart the computer and Jim2 EFTPOS Server will run automatically.

 

Once Jim2 EFTPOS Server is installed, run the server, which is normally located in C:\Program Files\Happen Business\Jim2 EFTPOS Server.

 

eftpos server2

 

It will then appear in your Windows notification area at the far right of the task bar. The icon displays with a green $ sign, indicating that the EFTPOS Server is running and currently connected to the EFTPOS machine via PC EFTPOS. Right click on the EFTPOS Server icon and click Open to display the Jim2 EFTPOS Server.

 

eftpos running

 

Configure Retail and EFTPOS Options

On each workstation that you wish to share the EFTPOS machine with, including the workstation that the machine is connected to, the next step is to set up Options.

 

Go to Tools > Options > Other > Retail > EFTPOS.

 

Retail options

 

Info

Note: All EFTPOS settings are workstation level. This means you will need to configure these options on all workstations that will use EFTPOS.

 

Set the following options as required:

 

EFTPOS

Description

EFTPOS System Type

PCEFTPOS

EFTPOS Server

The name of the workstation the EFTPOS server is running on. localhost if running on the same machine.

EFTPOS Card Present

Ticked indicates that the EFTPOS transactions are normally Card Present. Default is ticked.

Port

The port that Jim2 will use to communicate with the EFTPOS Server. Default is 5770.

EFTPOS Transaction Report

Select the report for printing. This report is located within Report Designer under the EFTPOS folder. Default is Company EFTPOS.

Print EFTPOS Receipt

Tick if a receipt is required to be printed.

 

Once these options have been set, click the Test button beside the Port number to check that Jim2 can talk to the EFTPOS server.

 

Configure EFTPOS Payment Types

Go to Tools > Setups > Banking > Payment Types. Click on the payment type you wish to process via EFTPOS and click Edit. Tick the EFTPOS tick-box, then click Save.

 

eftpos payment type

 

You would typically set up a separate payment type for each EFTPOS payment type your business handles, ie. Visa, Mastercard, EFTPOS, etc.

 

Info

Note: It is suggested to also set up a Manual EFTPOS payment type to handle payments when the machine is down and the payment needs to be processed by hand using the swipe machine.

 

Using EFTPOS in Jim2

Process a payment as normal from the invoicing screen or from Debtors (including refunds) using a payment type that is flagged as EFTPOS. The EFTPOS form will appear.

 

Card Present Transaction

Select the card source.

 

card source

 

Confirm the amount, then click OK.

 

confirm amount

 

Ask the customer to present their card.

 

swipe card

 

Ask the customer to select their account.

 

select account

 

Ask customer to enter their PIN, or select Enter to sign.

 

PIN

 

If signing, confirm the signature matches the card, then click Yes.

 

confirm sig

 

Click Accept and the transaction will be approved.

 

approved

 

Card Not Present Transaction

Confirm the amount, then click Card is not present (see options).

 

card not present

 

Enter the card details and click OK.

 

enter amount

 

The transaction is then approved.

 

Payment Details

When applying an EFTPOS-related payment to an invoice, the EFTPOS payment details will be printed on the bottom of the customer's invoice. This applies to both A4 and 80mm invoice reports.

 

Reprint an EFTPOS Payment Receipt

Payment applied to an invoice – go to Jobs > Sales Register, find the invoice and print.

 

Payment via Debtors:

Open the related debtor and click on the payment to reprint.

On the ribbon select Payment Receipt or Payment Receipt 80mm from the Reports area, then select Print.

 

Info

Note: It is an EFTPOS requirement that a record of the last EFTPOS transaction be reprinted in case of error or because of power loss midway through a transaction, etc. This report will be automatically reprinted by Jim2 as required using the EFTPOS Transaction Report, as set in options.

 

Further information

Options and Setups

Set up Tyro EFTPOS

Set up PC-EFTPOS

Add a Retail Item

Settings to Speed up Invoicing

Use Retail Jobs

Create a Manual Payment for EFTPOS

Cash drawer Control

Cash Refunds

Cash Rounding

Invoice Authentication Security

Invoice Name on Job

Quick Logon Mode

Quick Start

Receipt Printing Reports

Reprint POS Invoices

Recording Debtor Payments

Scan Stock into Jobs

Till Reconciliation