Payments & Connect

Locate ‘Payments & Connect’ in the sidebar under ‘Finance '.

Use the top bar to scroll through the different tabs.

In ‘Payment Methods’, locate all the needed payment methods and toggle them on or off on the right-hand side.

Press Add the numbers for surcharging and cash rounding where needed.

Once done, press ‘save’.

Accessing ‘terminals’ displays all the terminals that can be connected to the POS.

Clicking on ‘Manage terminals’ will show more settings.

This will show a page of all the connected terminals.

Use the top bar to filter through them according to the terminal type.

Click on ‘compliance’ for surcharging, cash rounding and tipping.

Ensure your preferred method is toggled on to activate it.

For EFTPOS surcharge, choose a surcharge type from the drop-down menu, and enter a rate.

Once done, press ‘Save’.

For tipping prompts, enter the suggested percentages that will appear to the customers.

To allow customers to enter their preferred amount for tipping, toggle on the button below.

Once done, press Save.

Fly Pay

Locate ‘Fly Pay’ in the top bar.

Press on the ‘Pay & Tap to Pay’ tab at the top.

To enable tap to pay, toggle on the button below.

The location in which tap to pay is enabled will appear below.

To delete a location, press on the ‘delete’ button on the right side.

To add a new location, press ‘Add location’.

Enter the details, then press ‘Add location’.

Scroll down.

To enable QR pay on the POS, press and toggle the button on.

To switch to the payment methods tab, click on the button below.

This will automatically switch to the ‘Methods’ tab.

The desired payment methods that can be used on the POS will appear below.

Toggle them on to enable them, or toggle them off to disable them.

Switch to the transaction tab to view past transactions.

Past transactions will appear in the table below.

To access payouts, switch to the above tab.

The next scheduled payout will appear at the very top.

Press the button on the right to edit the schedule of the payout.

Select a payout frequency from the drop-down menu.

OPTIONALLY, enter delay days.

Once done, press ‘save schedule’.

All the past paid payouts will appear below.

Locate balance in the bar.

All the available and pending balances will appear below.

Locate ‘Account’ in the bar.

Sign in to view your Stripe account details.

This will take you to a new page.

Press ‘Send code’ to continue the sign in process.

Locate ‘Disputes’ in the bar.

All the disputes will appear below.

Locate ‘Payout Account’ in the bar.

The details of the bak account used for the payouts will appear below.

At the bottom, there will be a ‘subscriptions’ button.

This will automatically take you to the subscriptions tab.

Go back to ‘Payments & Connect’.

Go back to ‘Fly Pay’.

Scroll down.

Locate and press on ‘Invoices’.

This will automatically take you to the invoices tab.

Go back to ‘Payments & Connect’.

Locate recovery in the top bar.

Unresolved payment intents will appear in the space below.

Press on the section below to view the legend for the payment states.

The following table shows what each colour means for the payment.

To view transactions, press on the tab above.

This will take you to a new tab where all the payments processed through the account will appear below.

Tap on ‘Payments & connect’ to go back to the previous page.