Introduction
This guide will outline how to setup and configure Surcharge and Tipping from the Linkly Client.
To configure the Surcharge and Tipping settings, open the Linkly client, click on 'Control Panel' to open a new window, then navigate to either the 'Surcharge (F8)' or 'Tipping (F9)' tab.
Please note:
If you do not have the Surcharge and Tipping options available from the Client, please update to the latest version of the Linkly software.
Surcharging Guide
The Linkly Surcharging feature allows merchants to use the Linkly payment solution to set and manage their surcharge rates based on different card types.
Setting the Surcharge Values
1. Open the EFT-Client UI and tap on the 'Ctrl Panel' button.
2. In the EFTPOS Control Panel, click on the 'Surcharge (F8)' tab.
3. To enable Dynamic Surcharge, tick the “Enable Surcharge Box” in the Surcharge (F8) tab and hit the 'Apply' button in the bottom right of the window.
Once enabled, the Surcharge Interface will be ready for input of new values.
4.Select the card type from the list and the following display will pop up.
- To change the existing Surcharge values:
- Delete the existing values using backspace.
- Four lines will appear in the ‘Value’ box i.e. _ _. _ _% (Percentage) or _ _ _ _ (Cents).
- Use the cursor to select a starting point for the surcharge value to be entered, and then enter the surcharge amount from left to right. For example:
- For a ‘Fixed’ surcharge of 50 cents, start the cursor on the second line to the left and enter ‘5 0’, so the value appears as ‘_ _ 5 0’.
- For a ‘Percentage’ surcharge of 5%, start the cursor on the third line to the left and enter ‘5 0 0’ so the value appears as ‘_5.00%’.
5. After making any changes, hit the “Apply” button in the bottom right of the window.
6. Repeat above step for each card type that you want to apply a surcharge to.
7. To add an additional card type to the Surcharge interface, select the “Add Card” button and the following display will pop up.
Select your desired card type from the “Select BIN/Card” dropdown box and enter your desired value and click “OK”. After making any changes, hit the “Apply” button in the bottom right of the Surcharge (F8) tab.
8. To remove a card type, select it in the Surcharge (F8) interface and click the “Remove Card” button. Confirm your removal on the Delete Surcharge Entry display.
9. If a surcharge value is too high, the following screen will appear.
Surcharge Reporting
Linkly provides surcharge reporting via its Local Totals report which can be generated containing details of surcharge amounts based on a given day, for all transactions in the previous 7 days.
For merchants with on-premises EFT-Client, the Local Totals report contains surcharge details.
The Local Totals report can be accessed via:
- the EFT-Client control panel (Journal Tab); or
- from the POS using the “Settlement” API
An example of the Local Totals report is below.
Tipping Guide
The Linkly Tipping feature allows merchants to use the Linkly client to set and manage their tipping values. This will prompt customers to select preset percentage amount.
Setting the Tipping Values
- Open the EFT-Client UI and tap on the 'Ctrl Panel' button.
- In the EFTPOS Control Panel, click on the 'Tipping (F9)' tab.
- Check the box to enable the Tipping options, then enter in your desired preset percentages.
- To finalise, click on 'Apply'.