ANSWER ID:32448

Before you start processing transactions with your MYOB EFTPOS terminal, you need to set up your RetailManager payment types and refund security options.

Note: The information provided in this support note is extracted from the MYOB EFTPOS User Guide which is available for download at the bottom of this support note.

To set up payment types

You need to set up the payment types that you will process using the terminal, such as EFTPOS and credit card.

To set up payment types

1. In RetailManager, go to the Setup menu and choose Options. The Options window appears.
2. Select Payment Type. The list of payment types appears. 
   
3. Select the EFTPOS payment type from the list and click Edit. The Payment Type Properties window appears. 
   
4. Ensure that the This payment type is active and This payment type is electronic options are selected.
5. If your business allows customers to take cash out with purchase transactions, select Allow cash out.
6. Select the $0.01 rounding option.
   

1. Other rounding values are only valid for non-electronic payment types.
2. Repeat from step 3 for any additional payment types that you would like to use on the terminal.
3. Click OK.
4. Click Apply.

To set up refund security

Note: If you have previously enabled security options in your RetailManager shopfront, you can restrict staff members from processing refunds on the terminal. If you have not yet enabled security in your RetailManager shopfront, before completing the below instructions please read the instructions in the RetailManager user guide before completing the below instructions.

1. In RetailManager, go to Setup and choose Security.
2. If you have any open windows open, an MYOB RetailManager Information window appears. If you don t need to save any windows in RetailManager, click OK.
3. Click on the Restrict Staff Group Privileges tab.
4. Select the Lock Tyro IP EFTPOS Refunds option for each staff group that you do not want to be able to process Tyro IP EFTPOS refunds. 
   
5. Click OK.
6. Close the shopfront window.
7. Open the shopfront window for the security changes to take effect.