This is where you can modify various settings relating to your business.
Set Refund Passcode
This is where the app will prompt you to set your refund passcode. You'll need to do this before you make any card-based transactions. A refund passcode is important because it authorises the transaction to proceed.
To set a new refund passcode you'll first need to enter your EFTPOS Air account password to verify that you're the account owner.
Once you've successfully authenticated, you can set a new passcode by entering a numeric code between 4 and 8 digits.
You can read more about making refunds in the Refunds section.
If you'd like to support additional users having access to your EFTPOS Air account, you can invite new users from this menu. Additional users can login to the EFTPOS Air app on their own mobile device, and create and process invoices and sales on your behalf. You can choose a role for each new user to restrict their permissions.
To add a new user simply press the (+) button and enter the user's email address and choose their role. Select the role applicable to their responsibilities.
|Has the same access as the main user except for modifying Business Settings.
|Has access to creating and processing invoices and sales. Operators are unable to make any changes via the More menu except for configuring card payments.
Update Roles in Portal
You can also update the user’s role types via the EFTPOS Air Portal.
The taxes menu allows you to set configurations with respect to GST. Depending on your individual circumstances and applicability of GST to your sales, you may choose to set the default configuration for GST, or you can configure each item separately for GST purposes.
Westpac does not provide any legal, financial, tax or other advice to you in providing EFTPOS Air.
It is your responsibility to determine the applicability of GST to sales you make and to satisfy your own GST obligations including the reporting and paying of GST to the Australian Taxation Office.