WorkshopPay Terminal: Setup and Daily Use

This article will help you to get the most out of the WorkshopPay Terminal feature. If you are yet to activate and setup your account please refer to this guide. For a video demonstration on how WorkshopPay works, checkout this page WorkshopPay integrates a point of sale payment terminal with Workshop Software to easily allow your customers to make payment in your workshop. Once your account has been set up and the integration process completed, you can simply send a payment request from Workshop Software to the terminal allowing for payments to be made via EFTPOS or credit card. We have outlined below the various features and functions this exciting integration has to offer. Cash Invoice Payment The primary method of taking payment via the WPAY terminal is to process a cash invoice and select the relevant payment method to trigger the terminal.

Steps

  1. Process a CASH type invoice. More info on how to do this here.
  2. This will open the payment window, select an EFTPOS enabled Payment Method.
  3. This will reveal a list of terminals (if you have more than one), select the terminal you wish to use and then select Process.
  4. The terminal will receive the payment request from Workshop Software. At this point you can direct your customer to make payment.
Workshop Software screen showing at this point you can direct your customer to make payment Payment for multiple invoices WPAY also allows for a single payment to be made against multiple invoices for the same customer. More info on making payments for Account type customers here.
  1. Select the plus button at the top of the page.
  2. Select Customer Payment.
  3. Enter the customer name into the search field.
  4. Select the magnifying glass to bring up a list of outstanding invoices for that customer.
  5. Highlight the invoices to be paid and click Select.
  6. Select an EFTPOS enabled Payment Method.
  7. Enter the amount to be paid and select Apply.
  8. Select the Process button to send a payment request to the terminal for your customer to make payment.
How to do a refund WPAY allows for refunds to be processed through the terminal. More info on how to do a refund in Workshop software here.
  1. Create a new invoice for the customer requiring a refund.
  2. Set the Invoice Type to CREDIT and the Account Type to CASH.
  3. Add the products that are being refunded.
  4. Select Process, this will send a refund request to the terminal.
  5. Ask you customer to use the card that they want to receive the refund.
Surcharging The surcharge rate is set by Nuvei and can be seen in your gateway login. The WPAY terminal will automatically detect what type of card your customer is using and apply the necessary surcharge. Once the payment is successfully captured, the invoice and payment in Workshop Software will be updated to reflect the surcharge that was added and the the new invoice total. Workshop Software screen showing once the payment is successfully captured, the invoice and payment in worksho...

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