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Payments Integration - Commbank Albert

 

CommBank and Kounta have partnered to create a native integration between the CBA Albert and Kounta POS to provide a faster, more secure and accurate workflow to process EFTPOS payments across all platforms (iOS, Android, Windows and, Mac). 

The Commbank Albert can be used in two distinct ways;

  1. Kounta to Albert - You have a POS terminal already and your Albert is just taking EFTPOS payments. If this is the setup you want, this guide is for you!
  2. Kounta on Albert - Albert will be both the EFTPOS AND the POS terminal. This means you can process orders and take integrated payments on the Albert device itself. If you want this setup, check out our guide on how to set up your Albert as a POS.
Read - Case Study: Pablo and Rusty’s – Kounta on Albert
Note - If you are still investigating which EFTPOS Integration is best suited for your business, you can look at the Kounta Payments page or Talk to a Payments Expert.

albert_payment_2.jpg

 


What's in this guide? 

Before you begin
Enable the CBA Albert Integration
Logging into Kounta on Albert for the first time
Process a Sale with Albert on Kounta POS
Signature, Tipping and Merchant Copy receipt printing
Frequently Asked Questions

 


Before you begin

Setting up the integration to take EFTPOS payments is easy - you will want to have your account set up and the EFTPOS terminal(s) on site before attempting to integrate them and getting them talking. You will also need;

 


Enable the CBA Albert Integration 

1. From the Add-ons Page in Kounta Back Office, find the CBA Albert add-on

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2. Enable this add-on by clicking on the orange Enable CBA Albert button

enable_CBA.png

 

3. From Back Office, select Sites. Then select Displays under Devices.

4. Select New Customer Display.

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5. Enter a name for your Albert - I generally go with something exciting like "Albert"

cba_create_display.png

 

Your Display has now been created. We can now login to our Albert terminal

cba-display_created.png

 

 


Logging into Kounta on Albert for the first time

 

Remember that you will need to log in to Kounta POS through the Kounta App on your Albert

 

6. When you first log into Albert, you will need to select the Display profile that we just created in the back office

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7. Confirm that you are using this Albert as an EFTPOS only device by clicking on the orange Select button on the Albert screen

cba_albert1.png

 

8. From the Please choose registers drop-down, select all of the registers that will be sending transactions to this Albert (Note - you can connect more than 1 POS to an Albert) then select the orange Done button.

cba_albert2.png

 

9. Congratulations. The pairing is now complete. The screen you see below is the screensaver while the Albert is waiting to be sent a transaction from the POS. 

Pro Tip -If you want to have your company logo on this screen, simply upload a logo on the Site information page in Kounta back office. Our guide on uploading a logo will walk you through the steps.

cba_albert3.png

 

 


Process a Sale with Albert on Kounta POS

 

Processing a sale with an integrated EFTPOS like Albert is easy and is covered in our guide on Processing Sales with Kounta POS

 

For a quick reference - all you need to do is click on the CBA Albert logo from the Checkout panel

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Tipping, Signing and Merchant receipt printing with Integrated EFTPOS 

 

You can find the settings for how your integrated EFTPOS works when needed for Tipping, Signing or printing Merchant EFTPOS receipts here.

 

Pro Tip -If you are changing any register settings, don't forget to update you POS with a quick Sync.

  

 


Frequently Asked Questions 

 

How does my Albert terminal talk to Kounta?

Each Albert terminal will be logged into the Kounta POS. It will communicate to the Kounta POS via the internet connection that each device had. Alberts can connect to the internet either via the backup 3G network or via your in-store wifi (whichever is best)

The Albert terminal will talk to the banks through its own internet connection.

  

How do I report on Sales by Payment Type?

Payments Dashboards on Kounta Insights allows you to easily report on the payment types used in your business, see payment trends, and see which payment types are the most popular. Drill down for more details or to see trends for specific payment types, by site, and most importantly, trends over time.

 

How do I use the POS on my Albert?

You may be looking for our guide on setting up your Albert as a POS.

 


What's my next step? 

 

Finalising your takings with Integrated payments in the mix is now super easy - our walkthrough on finalising your end of day takings will show you the steps.

 

Have you started looking at getting the rest of your hardware connected with your Kounta POS? If not, you should look at what hardware you can use with Kounta.

 

If you haven't planned that far ahead it is worth reading our guide to building your restaurant workflows for success.

 

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