EFTPOS Surcharging (Fred POS Plus)

POS Plus

Surcharges can be applied to a transaction one of two ways within Fred POS Plus. If configured with a compatible integrated EFTPOS Terminal, a surcharge can be applied automatically to the transaction total. With this method, the surcharge of the sale is controlled by the EFTPOS merchant. You will configure the surcharge per card type through the merchant.

Alternatively, a surcharge can be applied through the POS instead. Prescription items can be included or excluded from attracting the surchage with this method, however it can only be used with an integrated EFTPOS machine and only one surcharge percentage can be applied.

Card surcharges must not be more than what it costs a business to use that payment type and can be investigated by the Australia Competition & Consumer Commission (ACCC) if a business charges excessive payment surcharges.

You can read more on the ACCC website here: Card surcharges

EFTPOS Surcharging through the merchant

Fred POS Plus supports Integrated EFTPOS surcharging. For merchants who provide the surcharge amount back to the POS, Fred POS Plus will:

  • Print the surcharge amount on the receipt with item reference “SURCHARGE”.

  • Display surcharges as an itemised total in the End of Day Z report.

Not all merchants choose to provide the calculated surcharge amount back to the POS. If the surcharge amount is not provided to the POS, the surcharge will still appear in the Total amount of the EFTPOS receipt. Refer to the Troubleshooting section below for more information.

How to Setup EFTPOS surcharges

It is recommended to contact your Bank to initiate the process and get their recommended surcharge % for each card type.

Once you have the recommended surcharge percentages per card type, contact your EFTPOS merchant provider to assist in configuration on your EFTPOS machine or merchant portal.

For assistance with Configurations of Linkly, call the Linkly Help Desk on +61 2 9998 9800 or email support@linkly.com.au.

Linkly: Surcharging (PDF)

Banks Connected to Linkly

Example Surcharge Setup in Linkly Client

Click the thumbnail below to enlarge the image.

Example Linkly Customer Receipt

Click the thumbnail below to enlarge the image.

Example Linkly X/Z Receipt

Click the thumbnail below to enlarge the image.

For assistance with configurations of Tyro please call the Tyro 24/7 Australian-based Customer Support team on 1300 00 TYRO (8976).

See Tyro: How can I enable surcharging? for a detailed guide (Tyro Help)

Example Surcharge Setup in Tyro Portal below

Click the thumbnail below to enlarge the image.

Example Tyro Settlement Report

Click the thumbnail below to enlarge the image.

What if the Surcharge is not printing on the Receipts / End of Day Report?

In order for the Surcharge to print on the receipts or End of Day Report, the following are required:

  • A SURCHARGE item exists in Fred Office Plus. (This is created in Fred Office Plus automatically on installation).

  • EFTPOS has been configured. See How to Setup EFTPOS surcharges.

  • The surcharge amount is passed back to the POS.

If you have completed the configuration with an EFTPOS Merchant that passes the surcharge information back to Fred POS Plus and you are not seeing the surcharge figures on the receipts/End of Day Z report:

Confirm that a Surcharge item exists with the recommended details below:

Item Code

SURCHARGE

Item Description

CARD SURCHARGE

Item Type

Non-Inventory

GST

GST

If you are unable to find a Surcharge item, then use the above details to create a New item. See Create new non-dispense items for more details.

If still experiencing issues, please confirm with your EFTPOS merchant whether they do pass the surcharge information back to your POS.

What if your EFTPOS Merchant does provide surcharge amounts back to the POS?

Contact Fred via the Fred Help portal providing your EFTPOS Merchant (Linkly or Tyro) to assist with troubleshooting.

What if your EFTPOS Merchant does not provide surcharge amounts back to the POS and you want to record a total on your End Of Day Report?

  1. Create a Surcharge Tender type. Refer to the steps in Tender types.

  2. Use following details:

    Description

    Surcharge

    Tender Code

    SURC

    Tender Type

    Other

  3. Before completing your End Of Day tasks such as EFTPOS Settlement and/or running the register's Z report, obtain Surcharge total from the EFTPOS.

    How to obtain the Surcharge total will vary depending on the EFTPOS system used. Please refer to your merchant for more information.

  4. Type SURCHARGE into the transaction window.

  5. Set the Price of the item to the reported Surcharge figure obtained from your EFTPOS merchant

  6. Tender the transaction using the Surcharge Tender type.

  7. Complete the normal end of day procedure.

    This process will need to be completed for each register that has an EFTPOS terminal.

EFTPOS Surcharging on Non-Prescription Items

When enabled, this feature will apply a surcharge to all non-prescription items within a transaction when the EFTPOS tender type is selected. The surcharge amount is included in the sales total at the till and as such does not need to be separately keyed into the EFTPOS machine. The surcharge will print on the customer's receipt.

How to set up EFTPOS surcharges with Fred POS Plus

Contact the Fred Customer Service team via the Fred Customer Portal requesting that this feature is enabled within Fred POS Plus. They will require the surcharge percentage you wish to apply to over-the-counter items.