April 5, 2024

Commbank smart eftpos – Smart dash integrate and pair to ClickPOS

Commbank Smart Eftpos now integrates to ClickPOS

Turn your iPad into a POS and pair to CommBank eftpos

ClickPOS app is an easy to use point of sale system that operates on your iPad or iPhone. 
Just downlaod the ClickPOS app and integrate your CommBank smart eftpos. More information on ClickPOS app.

ClickPOS now integrates to Commbank Eftpos Smart terminal. Once paired, make your sale from clickpos and amount will automatically display on commbank smart terminal. On iPad you can see the progress of payment is approved or rejected. 
Pair to clickpos in minutes, and save hours on manual amount entry and avoid user errors. The terminal can be customer facing and ready to scan without handling it. 

Once the pairing is complete, the eftpos will no longer work stand alone, and will only work on sales via clickpos. If you require to go back to stand alone mode, simply disconnect the paring, and change back to stand alone mode, more information on switching between paired and stand alone modes below.

Before Pairing eftpos to Commbank Smart Eftpos

DOWNLOAD THE MX51 COMMBANK Smart Sync App :
We can request the app to be downloaded automatically for you or contact CommBank and ask for the Smart Sync app via Mx51 to integrate to ClickPOS iOS app.

RECEIPT PRINTER IS CONNECTED
If you have a receipt printer, Connect your Receipt Printer. The eftpos receipt will be printed from the Receipt printer and not from the machine.
You also have the option of printing receipt from eftpos terminal. 

BE READY TO START
– Provide full training to staff as to how clickpos works so they are ready to start selling via ClickPOS app.

Connect eftpos machine to Wi-Fi

Once you receive your Machine, Connect to your Wifi and leave machine on to charge.  
The Smart Dash app will be uploaded by Commbank (machine requires minimum 40% charge before smart dash app can install itself

By default, the machine may be on 4G mode. Eftpos and ClickPOS needs to be on same wi-fi connection otherwise you cannot pair. 
Below is a you tube video from commbank on connecting eftpos machine to Wi-Fi. 

On Eftpos Terminal - Activate Smart Dash

How to PAIR CommBank Verifone CM5 terminal to ClickPOS, using the SmartDash app
The integration to Commbank uses the Smart Dash app to connect to ClickPOS, so it needs to be activated. Follow instructions below on your eftpos terminal

Launch SmartDash

The first time you launch the SmartDash app you will be required to activate your terminal so you can start taking payments through the app, to do this follow the below steps:

  1. Pull down the terminal menu and tap on the Launcher icon (9 dots)
  2. Tap on the SmartDash icon to open the app
  3. Tap on Ready.
    The terminal will self-activate, if it does not please follow the onscreen instructions
  4. Tap on Next
  5. Tap on Review
  6. Select Allow to accept the app permission

Start the Pairing on Machine

Now you are reay to Pair with ClickPOS. Follow instructions below on the eftpos machine

Pairing with your POS

  1. Tap on Menu
  2. Tap on Manage POS pairing
  3. Tap on +
  4. Enter the details displayed on the screen into your POS, and tap on Start
    NOTE: You will also need to follow the prompts on your POS to pair the terminal
  5. Confirm that the code displayed on your
    POS matches what is displayed on your terminal and select Yes
  6. Tap on Finish

Now go to ClickPOS and start the pairing

Both eftpos and ClickPOS needs to be on the SAME WiFi connection. 

Sign into ClickPOS and Go to
1 – Settings 

2- Payments > tap the ‘+’ to add new
3- Select SPI

NOTE: By default the ‘Payment Name’ is “SPI”, you can change this to “Commbank” or “Eftpos” etc.

4- Enable Express Pay (this will allow to show button on main sale page)
5- Pos based surcharge, if you are charging your customer the Eftpos fees, then simply tap this option ON
6- Save

7- Tap Connect to EFTpos

8- Select Payment Provider, “Commbank Smart”

The the machine Serial number and IP address should appear automatically, however you may need to enter the numbers.

9- Tap Pair with EFTPOS

You have successfully paird with eftpos terminal

Now go to ClickPOS SALE screen, and a new button should appear

Below image shows a sale with eftpos Surcharge, being charged to customer

Congratulations, you have successfully paired the pos

Other Options

Switching between Paired back to Stand alone mode

Switching between Paired and Standalone mode. It is important you familiarise with how to switch between the two options. Once paired to ClickPOS, you will no longer be able to take payments directly from eftpos. 
To take manual entry payment, switch to Standalone.

Switch Commbank eftpos between standalone and ClickPOS integrated / paired mode.

  1. Tap Menu
  2. Tap Terminal settings
  3. Tap Operating mode
  4. Select Integrated or Standalone and tap OK

Remove receipt printing

By default, the receipt printer will print a receipt, if you do not want to print, follow instructions below.

You may print customer receipt, which includes the eftpos receipt on sale Screen, Top right icon “…” and tap on ‘Print Last Invoice”

Receipt Printing
– Please note: To print a receipt from your receipt printer, you need to setup printing. 
If you have multiple printers, the one that will print the receipt will have the Tick along the right hand side of printer.
See Hardware setup on printers user guide. 

Link to Smart Dash full user guide and Commbank support team

– Smart Dash merchant portal user guide
– How to pair to POS user guide

Contact Commbank support for integration issues 
Note you need to mention you have the Smart Dash for pairing.
In Australia : 
Commbank Integration Support
Tel : 02 3819 7000

Contact ClickPOS

For new enquiries email : sales@clickpos.com
Telephone : +61 3 9092 5300 (option 1 for sales)