Set up Pin Payments

In this guide, you will learn how to set up Pin Payments integration in HirePOS for seamless card payment processing and related features in Australia and New Zealand.

Create a Pin Payments Account

To get started, create a Pin Payments account by visiting https://pinpayments.com/get-started/hirepos.

Log into Pin Payments Portal

Log into your Pin Payments portal at https://dashboard.pin.net.au/login to obtain your API keys for connecting with HirePOS.

Click on the Account menu option at the bottom left of the portal.
Choose the API Keys menu option.

Copy API Keys to HirePOS

Follow these steps to copy your API keys from Pin Payments to HirePOS:

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.

Set Up a Pin Payments Bank Account

Record all payments against an account in HirePOS. Create a new bank account named Pin Payments under Setup > Bank Accounts and link it in Preferences > Accounting Integration & Other APIs > Pin Payments.

Process a Test Payment

Before accepting payments from customers, perform a $1 test payment to ensure Pin Payments integration is correctly set up.

Pin Payments via Email

Add a View Invoice button to email templates for customers to view sales records and pay via card through a link. Monitor the status in the Sent column on the Sales screens.

Add View Button to Email Template

Customize email templates by adding a View Button using the following 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.

Display Pay Now Button for Invoice Mode Only

Adjust the global setting for the Pay Now button to appear only for Invoices by following 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 to streamline your payment processes.