EFTPOS Air Portal
The EFTPOS Air Portal provides you with access to insights, reporting and other solutions to manage the application. You can access the portal at https://portal.eftposair.westpac.com.au.
Most functionality described throughout this help site is also available via the portal through a desktop or mobile browser!
Sign in to the portal with the same credentials you usually use for the EFTPOS Air app.
Navigating through the portal is very similar to navigating through the EFTPOS Air app, but with a user interface that takes advantage of a larger screen. The portal also includes a few additional features. Any changes made on the portal will reflect on the EFTPOS Air app in realtime and vice-versa.
This section will show you all invoices over a set period. You are able to filter these invoices by stage - Overdue, Unpaid, Accepted, Quoted, and Draft. You can also use the search bar to further narrow it down. You are able to download the results as a .csv file.
This section will display all completed sales over a set period. You are able to filter these based on their status, paid, refund, or void. You can use the search bar to further narrow it down. You are able to download the results as a .csv file.
Under reports, you can access a reports Summary, and a list of Payments.
Summary gives you a brief overview of how your business has been performing over a set time period. This includes, number of sales, gross/net sales, refunds, and a payment breakdown of the types of payment received.
Payments shows details on every transaction over a set period, including the option to view the receipt or related sale or invoice.
More Powerful Reporting
The portal allows you to export sales, invoice, or payment data as a .CSV. Just navigate to Paid or Payments, select your date range, and then click Download.
The Inventory section is where you can manage your Items:
Here you will be able to edit your business details, change your business mode, manage any additional users that have access to your business, and modify your business features and role permissions.
There are two basic roles you can set for a user, Manager, or Operator. The Manager role is for your trusted staff and has a broad set of permissions, whereas the Operator role is much more restrictive. The associated role permissions can be further adjusted on the Roles & Permissions page.
Account & Data
The portal also has the following unique features that can only be done from the portal.
This page contains basic functions for managing the security of your account.
- Change Password - this allows you set a new password for your account.
- Sign Out Everywhere - use this option to sign out of any devices that are signed into EFTPOS Air using your account.
Another powerful feature of the portal is the ability to export your business data either separately by section, or as a single bulk file.
EFTPOS Air stores your data using a Key-Value Database, so all data is exported and imported using the JSON format.
If you'd like to export your sales, invoice, or payment data in CSV format, you can do so from the Data Management page.
You can export your data as a backup in case you'd like a recovery point, or to move the data into another system.