---
title: Profile PCEFTPOS Release Note
slug: portal-sub/profile-pceftpos-release-note
docTags: 
createdAt: 2026-03-04T12:03:14.773Z
---

## Overview of the Profile PC-EFTPOS Integration

PC-EFTPOS is a long-established specialist supplier of EFTPOS payment solutions. They provide EFTPOS integration services with banks.

On their website, details can be found of each Bank and the PINPad terminals which they support. [https://www.pceftpos.com/index.php?menu=173\&page=banks](https://www.pceftpos.com/index.php?menu=173\&page=banks)

Also amongst the PINPad terminals, there are variations on which EFTPOS reports the PINPad supports.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MYnf9i7hW7h6kqegWBe9t_1hkjdihnxubgjpxwyk6wn7kno1gy0xsxgg.png)

For testing purposes we have used the Commonwealth Bank PINPad terminal model iPP350.

## How to setup PC-EFTPOS Integration within Profile

The setup of the PC-EFTPOS within Profile is a relatively easy process once the setup of the PC-EFTPOS subsystem has been completed, the installation involves the following steps:

1. Open the Profile application and Go to **Organisation/Preferences/Device Interfaces**.

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2. Click on the **Payment Terminal** tab and select the **Enabled** option.Select the appropriate terminal model that you would like to use and click **OK**.

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3. Click on the Control Panel button and access the **DIAGS** tab.a. Ensure that the Pinpad status displays **Pinpad OK**b. Ensure that the EFTSRV status displays **CONNECTED**

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## How to use PC-EFTPOS Integration

### How to make a payment using PC-EFTPOS integration

1. Click the **Invoice** icon

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2. Select the Patient that you would like to pay their invoice via EFTPOS.
3. Within the Invoice screen for the patient that you have chosen in step 2,a. Ensure that the payer drop down value is set to **Patient**b. Also ensure that you have applied any Rate/ Disc associated within the consultationc. Ensure that a provider is set within the **Prov**: fieldd. Click **Pay Now**

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4. Within the **Payment** window,a. Set the payment method **as** field to **EFTPOS**b. Allocate the payments that the patient wants to make via EFTPOS by selecting the relevant invoices in the lower panel and clicking the **Allocate** button. Click **OK**.

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c. The PC-EFTPOS subsystem will ask for the Patient to swipe their card.

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d. PC-EFTPOS will send the payment details to the bank and return a message asking if the signature has been verified.

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e. Once the Signature has been verified then the PC-EFTPOS system displays the approved message and a receipt is printed.

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### How to process an EFTPOS refund using the PC-EFTPOS Integration

1. Within the **Patient/Transactions** window, right click on the transaction that you would like to refund to the Patient via EFTPOS and click **Refund**.

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2. Within the Refund Authorisation window,a. Enter the **Name** of the staff member who has the authority to process refunds.b. Enter the password of the staff member who has the authority to process refundsc. Enter the **Reason** why a refund is required.d. Set the refund **as** field to **EFTPOS**.e. Check the checkbox if you want to also reverse the associated invoice.f. Click **OK**.

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g. The patient will be prompted to Swipe their card and then enter their pin or press **OK** on the pinpad.

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h. Once the Patient has entered their Pin or pressed OK on the pinpad, the PC-EFTPOS status will change to Approved and the user can print the receipt.

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### How to reprint the last receipt using PC-EFTPOS Integration

1. Go to **Report/Financial Reports/Payment Terminal** and select **Print last receipt**.

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2. Print receipt window appears allowing the user to reprint the last receipt.

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### How to print reports using the PC-EFTPOS Integration

1. Go to **Report/Financial Reports/Payment Terminal/Print Reports** and select the report that you would like to print.

Note: the reports that are supported is dependent on your Bank

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### How to View Journals within PC-EFTPOS integration

1. Go to **Report/Financial Reports/Payment Terminal** and select **View Journals**

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NOTE: View Journals provides users with a mechanism to view previous actions that have been processed by the PC-EFTPOS integration

***

## Attachments

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