To access the Linkly Control Panel, open the Linkly Client by double clicking on the green 'C'.
Icon should be visible in the application tray, in the bottom right side of the window (see below).
Once the Linkly Client GUI is open, press the 'Ctrl Panel' button.
This will open the Linkly Control Panel window. From here, locate the 'Settlements' tab along the top of the window. Alternatively, the settlements window can often be called through the POS Software. If this Is
how you access the settlements window, proceed to the next page.
The settlements tab is used to settle funds to the bank and display settlement information and total transaction amounts. Below is a summary of each button.
Please note:
How to Settle via the Linkly Client
1. Open the Linkly Client and click on 'Ctrl Panel' button, this will open up a new window.
2. Select the 'Settlement' tab.
3. Initiate the settlement by pressing the 'Settle' button.
This will send all transactions done within the last 24 hours to the bank.
(This can only be completed once per day).
Caution:
Not all options will be available. The options that are available will depend on the functions enabled for the merchants terminal. Any concerns should be directed to the bank that supplied the terminal.
Additionally, any discrepancies between the POS generated totals and the totals obtained from the Settlement tab or any concerns regarding Settlement figures or totals mismatching need to be referred to the POS Provider and Bank respectively.
Settle
Settles all transaction s done within the settlement period (usually once per 24 hours, defined by the bank).
Pre-Settle
Provides all the Information the customer will see on their settlement without actually settling the device. (There Is no limit to how often this can be performed).
Last Settlement
Will provide the most recent settlement the Eftpos Terminal has performed.
Sub Totals
Displays all transactions that were performed since the last settlement or shift total was performed.
Shift Totals
Transaction totals per shift. Ticking the 'Reset' box will reset the total amount to 0.
Txn Listing
Provides approved transactions since last settlement.
Summary
Details transactions performed since last settlement.
Local Totals
Shows total amounts for transactions performed on the corresponding day.