Treez Swifter Configuration Guide
Treez Swifter Configuration Guide, Prerequisites:
- Merchant must already be approved for an account through Swifter/TreezPay
- Swifter application:https://go.treez.io/swifter-ach-signup
- Once approved, merchant must setup and have access to their processor portal
Configuration:
Create/fetch Swifter clientId and secret key
- Login to Swifter ACH portal
- Navigate to “Developer” > “API Keys”
- Toggle desired environment for key generation on/off (top right)
- Select “Create Key”
- Copy “secret key” (pro tip: save somewhere secure for future reference)
Enable ACH in Treez:
- Navigate to Config Page > POS > Payment Types
- Toggle “ACH” = On (top of page)
ACH provider setup:
- Scroll down to ACH sub-section on Payment Types page
- Select “Swifter” from ACH provider dropdown
- Add “ClientId” obtained from processor portal
- Add “Secret API Key” obtained from processor portal
- Toggle “In-Store ACH” on
- Important: ensure you are pointing to desired environment via “Environment Type” dropdown
- This should be the corresponding environment that was selected for key generation in Swifter portal
- Hit “Save”
Enable In-Store ACH at hardware location
- Navigate to Config Page > hardware
- Select dropdown of desired location(s)
- From dropdown toggle “In-store ACH” = On
- Hit “Save”
Initiating the Payment Guide:
Unlike the other integrated payment options, the budtender does not have to select or push an In-Store ACH payment upon checkout. By turning on this feature, the TreezPay service will programmatically create a dynamic ACH payment QR that is surfaced on the Merchant’s Pole Display on every checkout.
Launch Pole Display Flow:
- Sign into ST and cash drawer
- Navigate to ST > Retail > Pole Display (*right click*) > Select “open in separate tab”
- **Note** There are now 2 pole display options available from the Nav Menu: “Pole Display” & “Pole Display Light”
- Pole Display has a scrolling product menu; whereas Pole Display Light does not
- Upon entering new pole display screen; select the corresponding cash drawer that is logged into ST
- Move Pole Display tab to front facing display (or replicate these steps on your front facing display)
Checkout Flow:
- Ensure the cash drawer selected on the cart screen corresponds with the Pole Display (previous step)
- Ensure the hardware/print location is correct and enabled with in-store ach (previous step)
- Ensure a customer is associated with order
- Add item(s) to cart; select “checkout”
- Toggle to Pole Display; Ensure QR generation
Customer Payment Flow:
You can view the flow here: SwifterInStore.mov
- Scan QR via mobile device
- This does require the customer to have data or internet connectivity
- Navigate to the Swifter customer payment screen
- IF a new customer
- Verify phone through 2FA (sms)
- Select “Link bank account”
- Customer enters into Plaid Screen and selects bank
- Customer inputs online banking credentials
- Note 2FA is required by some institutions
- Select finish
- Page should navigate back to Swifter select bank screen
- Customer selects bank
- Selects tip (optional)
- Select “Pay”
Please Note: As the customer is completing this process there will be a buffer icon and a message searching for ACH payment message at the bottom of the SellTreez checkout screen.
Complete & Capture Guide:
After the payment has been successfully authorized, the message on the bottom right of the checkout screen will change to ***Payment Authorized***
- The button below ACH Authorized will now indicate “Complete & Capture”
- In order to create an ACH charge, the budtender will then select “Complete & Capture”
Please Note: If the budtender does not submit “Complete & Capture” a charge will not occur, and the customer’s account will not be debited.
- After submitting “Complete & Capture” TreezPay service will:
- Call out to ACH providers API
- Run another balance check on the amount
- IF sufficient funds; then
- Complete sale & print receipt (sale will be recorded under “completed” fulfillment stage)
IF insufficient funds; then an error message will populate that prompts the budtender to either;
- Try the capture again or
- Try another payment method (This will effectively clear the ACH sale as if it didn’t happen and allow the budtender to re-run the payment under another method.)