Integrated Payments - ANZ Worldline

ANZ is one of the Big Four banks in Australia, and Worldline is a globally renowned payment processing institution. CloudMenu POS supports direct integration with Worldline Payments, enhancing your checkout experience:

• Same-Day Settlement to ANZ Bank Accounts: Improve your cash flow with same-day deposits.

• No Need for Manual Entry: Reduce errors caused by manual entry and decrease customer wait times.

• Payment Verification: The POS will only print receipts and kitchen orders after payment is confirmed, reducing payment-related losses.

• Automatic Surcharge: Transaction fees can be automatically passed on to customers, lowering your operational costs.

Activating Worldline Payments

1. Log in to the POS backend and go to the Setting > Store Setting > Payments page.

2. Click on New.

3. Configure the Worldline payment settings as follows:

4. Click Save.

After activation, sync the settings on POS to enable Worldline payment integration.

Initializing the Worldline EFTPOS

The common keys and functions for the Worldline EFTPOS are as follows:

ECR Integrated Mode

First, we need to set the EFTPOS to ECR Integrated mode to support Worldline payment integration.

Reset the terminal memory:

1. Press the MENU button to enter the menu.

2. Select 5. Setup.

3. Enter the terminal password and press the ENTER button.

4. Select 1. Configuration.

5. Select 2. Initialize.

6. Select Select All.

7. Select 4. Trm reset.

8. Enter the terminal reset password (1235789) and press ENTER.

After the terminal restarts:

1. Press the MENU button to enter the menu.

2. Select Pre-Configuration.

3. Select ECR Integrated.

4. Choose Base Station.

5. Select the communication mode, defaulting to mobile network (4G).

6. Select Australia, then choose Optus for SIM slot 1.

7. Select Australia again and choose Telstra for SIM slot 2.

8. Choose SIM slot 1 (Optus) or 2 (Telstra) as the default SIM card.

9. Select "serv.ep2.telekurs.com."

Enter the TID, wait for the terminal to update software, and then proceed with the initialization:

1. Press the MENU button to enter the menu.

2. Select Setup.

3. Enter the terminal password.

4. Select Configuration.

5. Select Initialize.

6. Select Select All.

Pairing the POS with Worldline EFTPOS

Long press the green ENTER button on EFTPOS keypad to turn it on, then press the yellow CLEAR button to retrieve the TID.

To pair the POS with Worldline EFTPOS:

1. Click the gear icon at the bottom of the left navigation bar on POS to enter the settings page.

2. Click Payment Setting.

3. Find the Worldline payment method in the list and click Configure.

4. Enter the TID obtained from the EFTPOS and click Connect.

The Worldline EFTPOS does not support pairing with multiple POS devices simultaneously. If you need to connect to another device, disconnect the current POS first.

Processing Payments

Adding a Tip

You can add a tip to an order either on POS or the EFTPOS.

Adding a Tip on POS :

1. In the middle tab bar of the payment page, click the Tips icon.

2. In the pop-up keyboard area, add a tip:

1. For a percentage tip: Enter the percentage value and click %Tips.

2. For a fixed amount tip: Enter the amount and click $Tips.

3. After adding the tip, click the Worldline icon in the payment area on the right side of the page to process the payment.

Adding a Tip on EFTPOS:

After clicking the Worldline icon on POS payment page, you can add a tip on EFTPOS. Worldline pre-configures common percentage tips (5%, 10%, etc.), calculated based on the order's total amount. It also supports custom tip amounts entered by the customer.

Processing Payment with EFTPOS

After selecting Worldline payment on POS, follow the instructions on EFTPOS to process the payment:

1. (Optional) Add a tip to the order.

2. Customer Authentication:

a. Tap: Place the card on EFTPOS's top reader to detect the card.

b. Insert: Insert the card chip-side-up into EFTPOS's bottom slot, select the currency, and enter the PIN, then press the ENTER button.

3. Once the payment is complete, the EFTPOS screen will display Transaction OK, and the POS will enter the payment completion page, printing the receipt.

Canceling a Payment

To cancel a payment, click Cancel Transaction on POS's payment page, or press the CANCEL button on EFTPOS keypad.

Refunds

Refunds can be processed for orders paid via Worldline, supporting partial or full refunds.

1. On POS, go to the order page, select the order to be refunded, and click Refund at the bottom left of the order page.

2. (Optional) In the pop-up window, you can add a note for the customer, then click Refund Confirm.

3. Enter the INVOICE page. For a full refund, click Refund All. For a partial refund, select the products to be refunded on the left side, marked with an orange "Refund" symbol.

4. Click Confirm Refund.

5. Start customer authentication on EFTPOS:

a. Tap: Place the card on EFTPOS's top reader to detect the card.

b. Insert: Insert the card chip-side-up into EFTPOS's bottom slot, select the currency, and press the ENTER button.

6. Once the refund is complete, the EFTPOS screen will display Transaction OK, and the POS will enter the payment completion page, printing the receipt.

Canceling a Refund

To cancel a refund, click Cancel Transaction on POS's payment page, or press the CANCEL button on EFTPOS keypad.

Viewing Reports

You can view transaction records for orders paid via Worldline on both the POS and the backend.

Viewing Reports on POS

Viewing the daily Worldline payment transaction records on POS:

1. Click the gear icon at the bottom of the left navigation bar on POS to enter the settings page.

2. Click Register Close.

3. Click Store Daily, then click Card under the Total Payments area.

4. The transaction records for Worldline payments will be displayed, including key data such as Transaction ID, customer name, order amount, surcharge, transaction time, and more.

Viewing Reports in the Backend

1. Log in to the POS backend and go to the Reports > Sales Report > By Payments page.

2. Click Worldline to view the transaction records for orders paid via Worldline. The key data includes Transaction ID, order number, customer name, order amount, surcharge, transaction date, and more.