EFTPOS Surcharging
Surcharges can only be applied to a transaction if configured with a compatible EFTPOS Terminal.
The application of the surcharge to the sale is controlled by the EFTPOS merchant. This is where you will configure the surcharges per card type.
Fred NXT POS do not have the ability to add a surcharge at the time of sale.
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
Setup Surcharges on integrated EFTPOS Terminals
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.
Linkly (formerly PC EFTPOS)Linkly: Surcharging (PDF)
If you have any questions, call the Linkly Help Desk on +61 2 9998 9800 or email support@linkly.com.au.
TyroTyro: How can I enable surcharging?
If you have any questions, call the Tyro 24/7 Australian-based Customer Support team on 1300 00 TYRO (8976).
Add the totals to your end of day report (optional)
The surcharge totals will automatically display in the EFTPOS settlement. However, if you also want them to be recorded in the end of day POS Z Report, then follow the steps below.
Setup Step 1 – Create a Surcharge Product Card in AX – Head Office Task
Card surcharges enabled on EFTPOS machines are not captured in Fred NXT POS as they are applied at the time of completing the EFTPOS Transaction.
This article describes the suggested Product Settings that allow Stores using Fred NXT POS to record a transaction for a total daily surcharge amount.
For best results, allocate the Surcharge Product Card to a managed hierarchy so that it is available to all stores.
This item will be used by a store, before they complete their Z report, to enter the total surcharge tendered on the EFTPOS Machine for each register.
It is recommended to set the following details:
|
Product Name |
CARD SURCHARGE |
|
Product Type |
Service |
|
Sell GST |
GST |
|
Key in Price |
Must key in new price |
Setup Step 2 - Request a New Tender Type - Head Office Task
For a new tender to be added to Fred NXT POS, a request should be made by the relevant Head Office to Fred IT Group. Please ensure this request includes:
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Tender Name
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Placement location in tender button layout
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List of stores that need the new tender including their Name and Store Number
Record an EFTPOS Surcharge - End of Day Steps – Store Process
If you have Card surcharges enabled on your EFTPOS terminals, these figures are not captured in Fred NXT POS, as they are applied at the time of completing the EFTPOS transaction.
The steps below describe a method to record a total daily surcharge before the Z Report is completed in order to reconcile a shift. This process needs to be completed for each register that has an EFTPOS terminal.
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Before completing EFTPOS Settlement and/or the register's Z report, obtain Surcharge total from the EFTPOS.
How to do this will be different depending on the EFTPOS system used. Refer to your merchant for more information.
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Type SURCHARGE into the Bar code or Quantity field.
If you cannot locate a Surcharge item, please contact your Head Office to confirm that Setup Step 1 above has been completed.
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Select the Card Surcharge item from the Product Search window.
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If prompted, enter the surcharge amount, obtained from the EFTPOS. Otherwise, press the Price Override hotkey, enter the amount obtained from the EFTPOS and press OK.
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Tender the sale under the appropriate Tender type.
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If a new tender type is required please contact your Head Office to confirm Setup Step 2 above has been completed
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Completed the normal end of day procedure.
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