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Payment Types


General

MobiPOS integrates up to 20 payment types.
If the payment type is deleted or modified, it will affect past report reading.

pos system payment type list

Types

Cash

If the payment is set as cash, payment closed with this payment will affect the till balance.

Visa / Master

If payment is done using credit cards, the payment type can be set to either visa or master.
However, using either type will not affect the functions of payment as the categorisation is merely for reporting purposes.

Cheque

Cheque functions are currently unavailable.

Voucher

Voucher as a payment type must be set up according to the application of the voucher.
The configuration of two voucher payment types are stated as below:

Non-Refundable Voucher For a non-refundable voucher whereby the sum of a transaction is not repayable or returnable in any circumstances, user should configure "Payment Type" in settings to "Voucher".
Hence, any balance from the voucher used upon check-out will be forfeited.
Changing the setting is important as it will be reflected in daily reporting.
The amount will be stated under "Forfeited Voucher" in your daily sales report as portrayed below.

The image shows payment for a $2.50 item using a $5.00 voucher.
There is a supposed balance of $2.50 to be returned to the customer.
But due to the configuration of voucher as the payment type, the balance is automatically forfeited and no balance is returned to the customer.

pos system non refundable voucher

Refundable Voucher
A refundable voucher is used similarly to cash therefore, "Payment Type" should be set to "Cash" instead.
When customer applies voucher upon checkout, the supposed balance will be returned and daily report will reflect sales amount according to the transaction.

* For utilization and setup of MobiPOS integrated payment systems, navigate through the tabs above.


Settings

pos system payment settings

Payment settings can be modified for each payment type by tapping on the switch.
Be sure to tap on "Set" each time after toggling the settings switch.

The function of each payment setting is explained below.

Rounding

Rounding can be switched on or off for each individual payment.
If rounding is switched on, it will follow the rounding setting under restaurant setting.

Drawer

Drawer will pop depending on which payment type is used to close the bill.
Switch on to pop the drawer.

Credit Card Info

If credit card info is switched on, it will prompt you to enter credit card information before payment.
Information entered will be printed out on receipt.
This is solely for recording purpose as it does not process the information.

pos system signature required

Extra Surcharge

Payment selected will add an extra surcharge to bill if it's turned on.
Before turning it on, a tax with the type of payment surcharge has to be setup.
Please refer to Tax Settings -> Tax For section for more information.

Signature Required

Signature Required is an additional verification step.
When switched on, a window will appear for user to enter signature upon payment.
The payment process will be: Pay -> Select Payment Type -> Signature -> Enter Amount -> Cash In -> Checkout

pos system signature required

Print Extra Receipt

The system will automatically initiate printing of an additional receipt when this setting is switched on.
This function rids the hassle of manually printing a receipt twice.
Merchants can immediately obtain another copy of receipt if it is necessary for reporting purposes.

Auto Checkout

Auto Checkout is switched on to speed up the completion of payment.
It eliminates the extra step of tapping on "Checkout" after cashing in the amount to be paid.

Note that upon switching on this function, user will no longer be able to choose mode of receipt delivery to customers.
The system will automatically checkout after cash in hence, user can start a new transaction immediately.

The picture below shows the disabled functions when this setting is switched on.

pos system auto checkout disabled functions


iZettle by Paypal

Under Settings -> Payment Types -> Type, tap on iZettle to set it as a payment type.

pos system izettle payment type

Once iZettle by Paypal is set as a payment type, the function will be available upon checkout/payment.
Tapping on iZettle will prompt a window for users to enter log in details.

pos system izettle login


Tyro Payments

Under Settings -> Payment Types -> Type, tap on Tyro Payments to set it as a payment type.

pos system tyro payment type

For a successful transaction using Tyro Payments, performing the proper set-up is necessary.
Refer to the guide below for Tyro Setup.

Tyro Setup

pos system tyro terminal setup

To link the connection of your Tyro terminal with MobiPOS, it requires Merchant ID and Terminal ID.
This information can be found on the terminal device itself or you could contact Tyro to seek help.

Tap on "Help" to begin configuration.
Choose your device type that is displayed at the bottom, follow the instructions to authorize the link.

pos system tyro choose terminal device

Upon setting up the link, create a new payment with Tyro Paymentsas the payment type.
Closing bill with this payment will initiate the terminal to process credit card.

Integrated Receipt

If integrated receipt is turned on, receipt from Tyro will be printed in MobiPOS instead of Tyro terminal device.


PayPal Here

Under Settings -> Payment Types -> Type, tap on PayPal Here to set it as a payment type.

pos system paypal here payment type

To use PayPal Here, login is needed under a registered account.
Refer to the guide below for PayPal Here Setup.

PayPal Here Setup

pos system paypal here login

Login to authorize MobiPOS to process payments on your behalf.
This may take a few steps. If the authorization process is successful, you will be directed back to MobiPOS.

pos system paypal here mobipos

Open up MobiPOS and you'll see the message below.

pos system paypal here login success

Create a new payment with Paypal Here as the payment type and you should be up and running.

During the authorization, if you did not see the pop up asking to open up MobiPOS, it means you do not have a valid Paypal Here account.


Zapper

Under Settings -> Payment Types -> Type, tap on Zapper to set it as a payment type.

pos system zapper payment type

Zapper provides a convenient method of payment via mobile phones.

pos system paypal here login success

Download the pdf files below to guide you through the Zapper setup.

Zapper Setup Guide

Zapper Staff Training Guide



Dejavoo

Under Settings -> Payment Types -> Type, tap on Dejavoo to set it as a payment type.

pos system dejavoo payment type

Dejavoo can be used after set up of this payment type within the MobiPOS app.

To begin setup, user must enter IP Address, Register ID and Auth Key.
Please contact MobiPOS reseller to obtain these credentials.

pos system dejavoo credentials

Pairing is not needed for Dejavoo setup.

After entering credentials, set Payment Type as Dejavoo then proceed to make payment.
The terminal will be triggered to authenticate payment by "sending" a signal.

pos system dejavoo payment verification

Once verified, payment will be accepted and user may proceed to checkout.

pos system dejavoo payment accepted

Tips Adjustment

On the cash register page go to Transaction -> More -> Select Transaction -> Edit -> Tips Adjustment.

pos system dejavoo tips adjustment main page

pos system dejavoo tips adjust

A keypad will appear for you to key in amount of tips by percentage or price.
Tap on Adjust after entering confirmed amount to be adjusted.

pos system dejavoo tips adjustment keypad amount

A notification will appear once adjustments are made successfully.

pos system dejavoo tips adjustment successful

Void Bill

Voiding a bill will automatically refund customers' payment through Dejavoo.
To Void Bill via Dejavoo, go to Transaction -> More -> Select Transaction -> Edit -> Void Bill on the cash register page.

pos system dejavoo void bill

Wait for the page to load after selecting transaction to void.

pos system dejavoo void bill loading

A message will appear to notify you when the receipt has been voided.

pos system dejavoo receipt voided

Refund Payment

If payment cannot be returned to customers through voiding a bill, perform manual refund.
To perform Refund Payment via Dejavoo, go to Payment Types -> Settings -> Dejavoo -> Manual Refund -> Refund.

Key in reference ID which is the reference number for individual transactions found under Transaction.

pos system dejavoo refund reference

Refund is successful when a message pops up as in image below.

pos system dejavoo refund success


Westpac

Westpac is another method that offers fast and secure payment processing.
MobiPOS integrates with Westpac to include functions of both Westpac and Westpac MOTO.

Westpac MOTO is a payment method for "card not present" transactions.
It is utilized for Mail Order / Telephone Order or manual entry transactions.
It can only be processed on credit and charge cards, when the cardholder is not present during the time of payment.

The guide below shows the set up process which is identical for both Westpac and Westpac MOTO.

Under Settings -> Payment Type -> Simple Payments Integration will lead you to a page to fill up the necessary credentials.
Do note that Westpac option has been renamed to Simple Payments Integration. For newer version, please do not refer to the screenshot below.

pos system westpac credentials

To begin integrating the systems, first connect the EFTPOS terminal to the same Wi-Fi used by the POS system.
(For this example, we are using Verifone 355 EFTPOS terminal device)

Press "O" and "1" at the same time on the EFTPOS terminal to configure Wi-Fi settings.
After EFTPOS is successfully connected to Wi-Fi, the IP Address will be displayed.
The IP Address shown is keyed in as a credential on the MobiPOS App.
Note that it is mandatory to enter POS ID and IP Address.

On the EFTPOS device, press "#" to enter pairing mode.
Ensure that your EFTPOS Terminal has been unpaired with any existing pairings.
Proceed to pair your EFTPOS terminal device with MobiPOS.

Press "Pair" on both MobiPOS app and the EFTPOS terminal.
A pop up will prompt code confirmation for both the EFTPOS Terminal and MobiPOS App.

pos system westpac pairing process

Tap "Yes" to confirm and complete pairing process.

pos system westpac pairing successful

After setup is completed, Westpac can now be added as a "Payment Type" in your system.

Under Settings -> Payment Types -> Type, tap on Westpac to set it as a payment type.

pos system westpac payment type

Alternatively, Westpac MOTO can also be added as a "Payment Type" in your system..

Under Settings -> Payment Types -> Type, tap on Westpac MOTO to set it as a payment type.

pos system westpac MOTO payment type

During payment, selecting Westpac as payment type will initiate payment confirmation on the terminal.

pos system westpac initiate payment confirmation

Verification on the terminal will complete a successful transaction.

pos system westpac purchase transaction successful

You can now proceed to checkout.

* Westpac and Westpac MOTO can only be configured as payment types in your system after set up is completed.


SmartPay

Under Settings -> Payment Types -> Type, tap on SmartPay Payments to set it as a payment type.

pos system smartpay payment type

Before using SmartPay payments, the iPad has to be paired with the eftpos terminal.
Please refer to the guide below.

pos system smartpay payment type

Under payment types, Click on General and select SmartPay as highlighted on the screenshot above.

pos system smartpay payment type

Under Pair Terminal, Click on Pair as shown.

pos system smartpay payment type

Do contact SmartPay to obtain the SmartPay pairing code.
Insert Pairing Code and click "OK" to pair the terminal to the system.

Upon successful pairing, closing bill with this payment type will initiate the terminal to process credit card.


Stripe

In order to accept Stripe in person payments, you first you have login with your Stripe account and pair with the EFTPOS terminal.

On the app, start by going to Settings -> Payment Types -> General and select Stripe as shown below.

mobipos payment type stripe settings

Upon selecting Stripe, you will see a Login button on the right top.

mobipos stripe payment login

Clicking on the Login button will bring you to MobiPOS CloudSync, you are required to login with your credentials if you are not logged in.

mobipos stripe cloudsync login

Upon login, you will be lead to Stripe EFTPOS Terminal page, click on Connect with Stripe button and login with Stripe credentials.

mobipos cloudsync connect with stripe

Proceed to login with Stripe credentials.

mobipos stripe user login

Upon successful login, you will be lead back to MobiPOS CloudSync portal. Now it shows that your account is connected, you just have to choose your preferred charging payment currency.
Click on Save and you can head back to the app.

mobipos stripe payment currency setup

Click on the left top area to return to MobiPOS application.

mobipos stripe back to app

Back to the application, click on Discover to scan for nearby EFTPOS terminal reader.

mobipos stripe discover reader

Choose your preferred reader.

mobipos stripe select reader found

If reader is connected, proceed to General again to setup a payment with a type of Stripe.

mobipos stripe reader connected

mobipos general payment settings

Click on settings for the particular payment, and set the type to Stripe.

mobipos stripe type of payment

Now, going back to Cash Register, selecting Stripe payment should initiate the payment on your Stripe EFTPOS.

mobipos paying with stripe


Clover

Before attempting to pair:
- Follow instructions provided by the Clover terminal to perform the initial setup.
- POS and Clover terminal must be on the same WiFi / Local Area Network.
- Clover terminal must have the Network Pay Display app installed and running. (can be found under the More Tools app market)

To accept payments through your Clover device, you will need to ensure that the Clover terminal status shows Paired & Ready.
Paired & Ready - your POS is paired and connected to the Clover terminal and it is ready to accept payments.
Paired - your POS is paired to the Clover terminal, but Network Pay Display may not be running.
Unpaired - your POS is not paired and disconnected from the Clover terminal.

Start by going to Settings -> Payment Types -> General and select Clover as shown below.

mobipos payment type clover settings

Enter IP Address, Port, POS Name and POS Identifier in the respective fields as indicated.

IP Address and Port can be found on the Clover terminal upon launching Network Pay Display.
Port number may be manually configured in Network Pay Display -> Settings -> Server Port. (1024 - 65535)
Any changes made to Network Pay Display settings will require user to press Configure and Restart Server in order to apply the changes.

clover terminal network pay display setting page

After configuring the Network Pay Display settings, press Start to start the server on the Clover terminal.

clover terminal network pay display home page

POS Name and POS Identifier are for users to identify the POS that is attempting to pair with the Clover device.
Users are free to input any POS Name and POS Identifier they wish.

mobipos clover necessary credentials

After filling in the necessary credentials, tap on Pair/Connect to begin the pairing process.

mobipos clover press pair button

A pairing notification will appear on screen while the pairing process is ongoing.

If POS is pairing to the Clover terminal for the first time, user may be required to enter Manager Passcode that they set up on the Clover terminal earlier.
Manager Passcode may also be required by Clover terminal if the POS was previously unpaired from the Clover terminal.

mobipos clover pairing process

Upon entering the Manager Passcode, Clover will generate and send a Pairing Code for the POS to display.
User will need to key this pairing code into the Clover Terminal.

If multiple devices are attempting to pair with the Clover terminal, make sure to check that the POS Name and POS Identifier belong to this device before keying in the pairing code.

mobipos clover pairing code

If the pairing code provided to the Clover terminal is correct, a notification will appear to indicate the pairing was successful.

mobipos clover pairing successful

Status will now show Paired & Ready, and the Clover terminal is ready to accept payments.

The Auth Token field will now contain a non-editable text used by the POS to auto-reconnect to the Clover terminal on app restart, or if there is a disconnection.

mobipos clover paired & ready

After successful pairing with Clover terminal, return to General to setup a payment with a type of Clover.

mobipos clover paired & ready

In Cash Register, selecting the Clover payment should initiate the payment request to the Clover terminal.

mobipos clover request payment

Send Test Message

When Clover terminal is Paired & Ready, user may send a test message to Clover terminal by pressing the Test Message button.

mobipos clover press test message button

A notification will appear to indicate that the test message has been sent to the Clover terminal.
Clover terminal should show the message "Test message sent from < POS Name >".

mobipos clover test message sent

Manual Refund

User may process a manual refund for bills with payments received via Clover terminal.
To perform manual refund via Clover, tap on the Refund button.

mobipos clover press refund button

A keypad will appear for you to key in the Receipt No of the bill you wish to refund, followed by OK.

Receipt No refers to the 6-digit Receipt or Transaction No found on the bill printout, without the outlet prefix.
(For example: bill printout shows POS000058, user may enter either 58 or 000058)

mobipos clover refund receipt no

User may be asked to select a receipt type option on the Clover terminal.

If refund is successful, a notification will appear on screen to indicate that the refund was successful.

mobipos clover refund success


SaltPay

In order to accept SaltPay in person payments, you first you have login with your SaltPay account and connect with the EFTPOS terminal.

On the app, start by going to Settings -> Payment Types -> General and select SaltPay as shown below.

mobipos payment type saltpay settings

Upon selecting SaltPay, you will see a Login button on the right top.

mobipos saltpay payment login

Clicking on the Login button will bring you to MobiPOS CloudSync, you are required to login with your credentials if you are not logged in.

mobipos saltpay cloudsync login

Upon login, you will be lead to SaltPay configuration page, key in the Client ID and Secret Key provided by SaltPay and proceed to click on Authorize.

mobipos cloudsync connect with saltpay

You will be redirected to SaltPay website, proceed to key in the Username and Password provided by their platform.

mobipos saltpay user login

Upon successful login, you will be redirect back to MobiPOS CloudSync portal, if all is well, you will be greeted with the "Successfully authorized." popup message.

mobipos saltpay payment currency setup

That's all you need to do from here, proceed to click on the left top area to return to MobiPOS application.

mobipos saltpay back to app

Back to the application, click on Retrieve Terminal to retrieve the configured EFTPOS terminal reader.

mobipos saltpay discover reader

Choose your preferred reader.

mobipos saltpay select reader found

mobipos saltpay reader connected

If reader is connected, proceed to General again to setup a payment with a type of SaltPay.

mobipos general payment settings

Click on settings for the particular payment, and set the type to SaltPay.

mobipos saltpay type of payment

Now, going back to Cash Register, selecting SaltPay payment should initiate the payment on your SaltPay EFTPOS.

mobipos paying with saltpay

If the payment is initiated, you will see the RMS logo being shown asking to present card for payment.

mobipos paying with saltpay


Linkly

In order to accept Linkly in person payments, you first will have to login with Linkly account and connect with the pinpad provided by Linkly.

On the app, start by going to Settings -> Payment Types -> General and select Linkly as shown below

mobipos payment type linkly settings

Upon selecting Linkly, you will see the required credentials such as username, password and paircode in order to connect to the Linkly pinpad.

If you do not have an account, you will need to register an account with Linkly before proceeding to the next step.

Pair code can be obtained from the pinpad provided by Linkly.

mobipos linkly payment login

Click on Connect to connect to the pinpad terminal reader.

mobipos linkly connect

Upon succesful connection, the status will show the session expiry which is provided by Linkly. Please note that it will automatically reconnect upon expiry unless you reset/restart the pinpad and it no longer connected to our system.

mobipos linkly status

If pinpad is connected, proceed to General again to setup a payment with a type of Linkly.

mobipos saltpay user login

Click on settings for the particular payment, and set the type to Linkly.

mobipos select payment linkly

Now, going back to Cash Register, selecting Linkly payment should initiate the payment on your Linkly pinpad.

mobipos initiate linkly

If the payment is initiated, you will see the loading icon being shown and your Linkly pinpad will be ready for payment.

mobipos linkly connection