Windcave EFTPOS

Edited

This document provides a comprehensive guide on how to set up and utilize Windcave EFTPOS for processing card payments through the HirePOS system. Windcave offers a flexible platform that allows businesses to accept payments efficiently, enhancing the customer experience.

Overview of Windcave EFTPOS

Windcave provides a flexible platform for accepting card payments from your customers via EFTPOS. For more information, visit the Windcave website.

Setting Up Windcave EFTPOS

Before using Windcave EFTPOS, there are a few initial settings that need to be configured within the HirePOS system. Follow the steps below to complete the setup:

  1. From the menu strip at the top, navigate to Setup > Preferences.

  2. Click on the Accounting Integration & Other API's menu option located at the top left.

  3. Select the Windcave EFTPOS menu option.

Processing Payments with Windcave EFTPOS

Cash Sale (POS)

Windcave EFTPOS payments can be received in the Cash Sale (POS) screen via the Pay EFTPOS button.

Invoice Payments & Refunds

Windcave EFTPOS payments and refunds can be processed in the Invoices > Receive Payment screen using the Pay EFTPOS button.

Payments > Receive Payments

Windcave EFTPOS payments can also be received in the Payments > Receive Payment screen via the Pay EFTPOS button. Please note the following:

  • Surcharging is not supported on this screen.

  • Refunds are not supported on this screen.

The Payments > Receive Payments screen is primarily used for account payments against multiple invoices or for offsetting credit notes. Surcharging is not supported in this context, as it would adjust invoice values by adding the surcharging fee, potentially creating complications with accounting.

Conclusion

By following the steps outlined in this document, you can successfully integrate Windcave EFTPOS with HirePOS, allowing for efficient payment processing and improved customer service.