If you're a Windcave customer, you can use the integrated payment functionality to charge cards while on the phone with a customer instead of having to use an EFTPOS terminal. You can also capture and securely store customers' credit card details to process payments at a later date.


TABLE OF CONTENTS


Set up integrated PxPay for POS (EFTPOS online)

  • You need a Windcave PxPay account with ALL the settings enabled as per the table below.
  • Your Windcave user name and API key need to be configured in your IBIS system. Send these to IBIS to configure.
  • You require a Windcave Online Payment type with behaviour set to "EftposOnline".
  • You need to configure a payment type button on your POS screen for your Windcave Online payment type.
  • Settings to enable on your account (contact Windcave for assistance):

    PxPay settings
    		Setting
    		Description
    MOTO
    		True
    		Advise Windcave that you are an IBIS client.
    Merchant Input Client type
    		True
    		Advise Windcave that you are an IBIS client.
    PxPay Mandatory CVC
    		True
    		The CVC is required to store the secure billing token in IBIS.
    Validate CVC when billing token required
    		Not ask CVC
    		Ensures you can process a card not present transaction using the secure billing token stored in IBIS.
    Disable Result Page (SkipPage2)True
    		This ensures the users do not close the PxPay page before the transaction has been updated in IBIS.


Process a card payment using integrated PxPay at POS

  1. When you are ready to take payment from the Point of sale screen through Windcave, click on your configured Windcave/EftposOnline button
  2. In the pop-up, click on Pay
  3. Enter the customer's card details and click Submit



  4. Click on Continue to process the transaction in POS.



    Do not close the credit card popup screen before clicking Continue if your transaction has completed or it will not update the sale in IBIS. If you have done this by mistake, you must select a non integrated payment type and re-process the sale.


  5. Your POS transaction will be completed


Remove a stored credit card

If you are in a situation where a customer wants you to delete their stored card details, open the Customers screen and locate the customer.  Click on Credit Card Store, then click Delete next to the card.