NAB Transact

This document provides a comprehensive guide on setting up and using NAB Transact for card payments within HirePOS. NAB Transact can be utilized for in-person card payments and customer payments through email placeholders. However, it is important to note that storing customer card details with NAB Transact is not recommended due to security and compliance reasons.

To configure NAB Transact within HirePOS, follow these steps:

1. Go to Setup > Preferences > Accounting Integration & Other API's > NAB Transact.

2. Enter your NAB Merchant ID provided by NAB.

3. Input your NAB Password associated with your NAB Transact merchant account.

4. Select the Default Method for payment records in HirePOS.

5. Choose the Bank Account where payments will default to.

6. Save Changes.

To receive card payments using NAB Transact in HirePOS:

1. Access the Invoice page and click on the dropdown arrow next to Receive Payment.

2. Choose Card Payment (NAB Transact) from the options.

3. Ensure payment details are accurate and complete.

4. For Deposits and Bonds, save card details if needed and destroy them after the transaction is completed.

5. Click Pay Now to process the card payment.

The View Button feature in NAB Transact API allows customers to input their card details at their convenience. To set up the View Button:

1. Configure email templates to include the View Button.

2. Flag emailed invoices as sent and track customer interactions.

3. Use the {ViewButton} placeholder in email templates to replace PDF attachments.

By properly configuring the View Button, you can also enable electronic signatures and accept payments through Pin Payments. This feature enhances customer experience and streamlines payment processes.