This guide provides a comprehensive overview of how to set up Pin Payments integration within HirePOS, enabling seamless card payment processing and related features for businesses operating in Australia and New Zealand.

To begin, you will need to create a Pin Payments account. Visit this link to get started.

After successfully creating your account, you will be required to fill in your business and bank details. Please note that it may take 3-5 business days for Pin Payments to conduct a verification check on your business to ensure its legitimacy.

Once your business has been approved for live transactions, you can proceed to the next step.

Access your Pin Payments portal by logging in at this link. Here, you will obtain your API keys and configure your bank and business details.

• Click on the Account menu option located at the bottom left of the portal.

• Select the API Keys menu option.

• Copy both the Secret and Publishable keys.

To integrate your API keys from Pin Payments into HirePOS, follow these steps:

• In HirePOS, navigate to Setup > Preferences > Accounting Integration & Other APIs and select Pin Payments.

• Copy the Secret key and paste it into the API Secret field in HirePOS.

• Copy the Publishable key and paste it into the API Publishable field in HirePOS.

• Click Save Changes in HirePOS.

To record all payments against an account in HirePOS, create a new bank account named "Pin Payments" under Setup > Bank Accounts. Link this account in Preferences > Accounting Integration & Other APIs > Pin Payments.

Before you start accepting payments from customers, it is advisable to perform a $1 test payment to ensure that the Pin Payments integration is correctly set up.

Enhance your customer experience by adding a "View Invoice" button to your email templates. This allows customers to view sales records and pay via card through a link. You can monitor the status in the Sent column on the Sales screens.

To customize your email templates by adding a View Button, follow these steps:

• Go to Setup > Preferences > Email Templates & Settings.

• Select the {ViewButton} placeholder from the Insert Placeholder dropdown.

• Ensure all template details are filled in and click Save Settings.

To adjust the global setting for the Pay Now button to appear only for invoices, follow these steps:

• Go to Setup > Preferences > Email Templates & Settings.

• Click Placeholder Settings and check the "Display 'Pay Now' button for Invoice mode only" checkbox.

• Save Changes to apply the setting.

By following these steps, you can efficiently set up Pin Payments integration in HirePOS, streamlining your payment processes and enhancing your business operations.