How to access and perform Settlements?

The Settlements tab can be accessed through the Linkly Client Control Panel.

To access the Linkly Control Panel, open the Linkly Client by double tapping on the green 'C' Icon visible in the application tray on your computer. See below.

Once the Linkly software is open, locate the Ctrl Panel... button. This will open the Linkly Control Panel. From here, locate the Settlements (F3) 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 step.

 

Settlement (F3) Tab

The settlements tab is used to settle funds to the bank and display settlement information and total transaction amounts.

Any concerns regarding total amounts, mismatching figures or missing transactions should be directed to the bank.

Settle

Sends all transactions done in the last 24hrs to the bank. This can only be done once every 24hrs.

Pre-Settle

Provides all the information the customer will see on their settlement without 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.

Cut Receipt and Print Receipt

The Cut and Print Receipt boxes need to be Ticked for the customer to print any Information from the settlement tab.

Shift Totals

Transaction totals per shift. Ticking the "Reset" box will Reset the total amount to 0.

Txn Listing

Provides approved transactions since most recent settlement.

Summary

Details transactions performed since most recent settlement.

Note

Not all options will be available.

The options that are available will depend on the functions enabled for the customers terminal. Any concerns should be directed to the bank that supplied the terminal.

Local Totals

Shows Total amounts for transactions performed on the corresponding day.

Performing any function with the Cut Receipt and Print Receipt boxes unticked will display the information in the panel to the right of the buttons.

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.