How to Use H&L Pay - Direct Integration

How to Use H&L Pay -
Direct Integration

About

This guide outlines common tasks performed using H&L Pay payment terminals with direct integration enabled. In this mode, the Exceed POS terminal automatically sends a finalised EFTPOS or credit card payment amount to the H&L Pay terminal to complete the transaction. When the payment is approved on the terminal, Exceed is automatically updated and the payment is then processed in H&L.

This guide will walk you through:

• Finalising a standard sale to using card payment
• Paying a table using card payment
• Finalising a sale including cashout
• Performing a refund
• Cancelling an in-progress sale
• Printing an EFTPOS receipt
• Adding tips to a payment
• Including surcharges for card types
• Printing a totals report and resetting totals (settlement)

For further assistance with H&L Pay, please contact our H&L support team. You can log a support ticket in the client portal.

Finalising a standard sale to using card payment

1. Ring up items as usual.
2. Finalise the sale using the Fast EFTPOS key or Tender Types key > EFTPOS.
   • To accept a partial card payment, enter the required amount in the EFTPOS field.
3. Ask the customer to tap, swipe, or insert their card when prompted.
4. When the payment is approved, receipts may be printed as required.

Paying a table using card payment

1. From the Tables screen in Exceed, select the desired table and press Pay.
2. Enter the amount to be paid from the table bill into the EFTPOS field, then select OK.
3. Ask the customer to tap, swipe, or insert their card when prompted.
4. When the payment is approved, receipts may be printed as required.
   

Finalising a sale including cashout

1. Ring up items as usual.
2. After finalising the sale to EFTPOS, enter the desired cash out amount in the Exceed Cash Out popup window.
3. Ask the customer to insert their card — tap is not supported for cash out.
4. When prompted, the customer should select Savings and enter their PIN.
5. When the payment is approved, receipts may be printed as required.

Performing a refund

1. Ring up the refund sale using negative quantities.
2. Finalise the sale using the Fast EFTPOS key or Tender Types key > EFTPOS.
   • If entering the payment total manually (e.g. via tender types or table payment), enter the amount as a negative value.
3. Ask the customer to tap, swipe, or insert their card when prompted.
4. When the refund is approved, receipts may be printed as required.
   

Cancelling an in-progress sale

1. Initiate the payment using the standard procedure.
2. Press the Cancel (X) button on the payment terminal.
   • On some payment terminals, the X button appears onscreen; on others, it is a physical button.
     

Printing an EFTPOS receipt

• On the POS terminal (Exceed)
  1. Select the Print Receipt button.
  2. Choose the desired transaction, then select OK.
  3. A standard tax receipt and EFTPOS receipt will print on a single receipt docket.
• On the payment terminal
  1. Tap the Transactions icon (or press 8 > Confirm).
  2. Select History > select the payment > Shopper Receipt > Print.
  3. An EFTPOS receipt will print.

Adding tips to a payment

• From the POS terminal (Exceed)
  1. From the Tables screen in Exceed, select the desired table and press Pay.
  2. If tips are enabled, a tip can be entered before entering the amount to be paid to EFTPOS.
• From the payment terminal
  • If tips are enabled, the customer will be prompted to select a preset tip, enter a custom tip, or skip adding a tip.
    

Including surcharges for card types

• Card type surcharges can be automatically applied per payment terminal.
• Contact H&L Support to set up or change your surcharge configuration.

Printing a totals report and resetting totals (settlement)

• To print a totals report
  1. Tap the Transactions icon (or press 8 > Confirm) on the payment terminal.
     
  2. Select Totals, then tap the Print (?) button
• To reset totals (settlement)
  1. Tap the Transactions icon (or press 8 > Confirm).
  2. Select Totals, then tap the Reset (↺) button.
  3. Verify the reset and enter your passcode when prompted.
• You should have been provided with a passcode to reset totals. Contact H&L Support if you need to confirm your passcode.

Card not present or MOTO payments

• Only payment terminals with Standalone Mode enabled can be used to process MOTO (card not present) payments.
• A payment terminal can have multiple modes enabled or configured simultaneously.
• For more information, see How to Use H&L Pay - Standalone Mode.

Accessing the Valpay Reports Portal

• The Valpay Reporting Portal allows merchants to view and export their H&L Pay activity.
• Navigate to https://reporting.valpay.com from any web browser.
• For more detailed instructions, see How to Use the Valpay Reports Portal.

See also:

• H&L Pay - Features

• How to Use H&L Pay - Pay@Table Integration

• How to Use H&L Pay - Standalone Mode

• How to Use H&L Pay - Payment Terminals

• How to Use the Valpay Reporting Portal

• Quick Troubleshooting for H&L Pay