# 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.
{% hint style="success" %}
WorldLine Payment is an advanced feature offered by CloudMenu. If needed, please contact your sales manager to subscribe.
{% endhint %}
### Activating Worldline Payments
1\. Log in to the [POS backend](https://pos.cloudmenu.com.au) and go to the Setting > Store Setting > Payments page.
2\. Click on New.
3\. Configure the Worldline payment settings as follows:
{% hint style="warning" %}
Typically, surcharges are configured by Worldline. Set Surcharge To Customer to Automatic to avoid double-charging customers.
{% endhint %}
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:
EFTPOS
| Button Number | Button Color | Button Name | Function Description |
| ------------- | ------------ | ----------- | -------------------------------------------------------------------------------------------------------- |
| 1 | Gray | MENU | Press the MENU button to enter the menu and configure EFTPOS. |
| 2 | Red | CANCEL | Long press the CANCEL button to turn off the device. |
| 3 | Yellow | CLEAR | Press the CLEAR button to return to the previous step. |
| 4 | Green | ENTER |
Long press the ENTER button to turn on the device;
press ENTER to proceed to the next step.
|
#### 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.
{% hint style="warning" %}
Ensure that both the EFTPOS and POS are connected to the same local network, with a stable connection and sufficient EFTPOS battery
{% endhint %}
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](https://pos.cloudmenu.com.au) 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.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://help.cloudmenu.com.au/cloudmenu-pos/getting-set-up/setup-payment-type/payment-type-for-pos/integrated-payments-anz-worldline.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.