Treez Swifter Configuration Guide

Treez Swifter Configuration Guide, Prerequisites:

• Merchant must already be approved for an account through Swifter/TreezPay 
• Once approved, merchant must setup and have access to their processor portal

Configuration:

Create/fetch Swifter client Id 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.)