Verifone EFTPOS lets you process card payments and refunds directly through your practice's paired terminals. This integration is available for New Zealand practices.
Before You Begin: Enable Vcloud On Your Terminal
Vcloud must be enabled on your terminal before you can connect it to Principle. Contact your terminal provider to arrange this.
The process depends on your terminal type. Some can be enabled directly from the terminal menu in a minute or two. Others require a settings change in the terminal management system, which pushes an update to the terminal and takes longer.
You can enable Vcloud at any time, even before you're ready to connect in Principle. There's no downside to enabling it early.
Important: Enabling Vcloud is separate from locking down your terminal (restricting access so staff or customers can't use other functions). If you plan to lock down your terminal, enable Vcloud first. A locked-down terminal is harder to use as a standalone device.
Enabling Verifone in Principle
Verifone EFTPOS is available for New Zealand practices. To start using it, enable it in your practice settings:
Go to Settings > Practice > Integrations
Find the Verifone section
Toggle Is Enabled on
Click Save
The integration is now active for your practice.
Test Mode
Test mode lets you use a virtual test terminal without processing real payments. This is useful for training or verifying your setup.
To enable test mode:
In Verifone settings, toggle Test Mode Enabled on
Click Save
When test mode is on, all transactions go through the Verifone test environment instead of the live environment. Remember to turn test mode off before processing real payments.
Pairing a Terminal
Before you can take payments, you need at least one paired terminal.
In Verifone settings, go to the Terminals section
Click Pair New Terminal
Enter the terminal name and serial number (found on your physical Verifone terminal)
Click Pair
If pairing fails, check the error message:
Terminal not found: The serial number does not match any registered terminal. Verify the number and try again.
Terminal already paired: The terminal is paired to another practice. Contact Verifone support to reassign it.
Invalid configuration: Contact support for help.
Create a Virtual Test Terminal
If test mode is enabled, you can create a virtual terminal for testing:
In the Terminals section, click Create Test Terminal
A terminal named "Virtual Test Terminal" appears in your list
The test terminal only works while test mode is enabled.
Edit a Terminal
You can change a terminal's display name. If you change the serial number, the terminal is re-paired automatically. If the new serial number is already in use by another terminal, you will see an error.
Click the edit icon on the terminal row
Update the name or serial number
Click Save
Delete a Terminal
Deleting a terminal removes its pairing. You can pair it again later if needed.
Click the delete icon on the terminal row
Confirm the deletion
Taking a Payment
When Verifone is enabled and at least one terminal is paired, you can process payments on an invoice.
Open the patient's invoice
Click Payment and select Verifone EFTPOS
Enter the payment amount
If multiple terminals are paired, select the one you want to use. If only one terminal is paired, it is selected automatically.
A progress dialog appears showing the transaction type, amount, and terminal name
The customer taps or inserts their card on the terminal
Once the terminal returns a result, the transaction is saved to the invoice
If the result is Approved, the payment is recorded immediately.
If the result cannot be confirmed (for example, the connection timed out), a pending transaction is created. See the Pending Transactions section below.
Refunding
You can refund a Verifone payment from the invoice:
Open the invoice with the payment you want to refund
Click Refund in the Transactions section
Select specific Verifone transaction, or the Verifone EFTPOS option
Enter the refund amount
Select a terminal
A progress dialog appears while the refund processes on the terminal
Once complete, the refund is recorded on the invoice
Pending Transactions
Sometimes the terminal cannot confirm the result immediately. This can happen if the connection is lost or the terminal does not respond in time.
When this occurs:
A transaction is created with a Pending status
You see a message: "The transaction result could not be confirmed. Please check the terminal to verify the outcome."
Check the physical terminal. Based on what happened:
Approve: If the terminal shows the transaction was successful, click Approve to mark the transaction as complete.
Void: If the terminal shows the transaction was not processed, click Void to cancel the pending transaction.
Printing a Receipt
Each Verifone transaction stores a receipt from the terminal. On the invoice transaction line, you will see:
The transaction result (Approved, Declined, Cancelled, or No Connection)
The card type, if available (for example, Visa or Mastercard)
A preview of the receipt text
Click the Print icon on the transaction line to view and print the full receipt.
Troubleshooting
"No Connection" error - Check that the terminal is powered on and connected to the network.
"Declined" error - The card was declined. Try another payment method.
"Unable to connect to the terminal" - Verify the terminal is online. Try restarting it.
Transaction stuck as Pending - Check the terminal for the outcome, then Approve or Void the transaction.
"Another terminal with that serial number already exists" - Each serial number can only be paired once. Delete the existing entry first or use a different terminal.
Verifone does not appear in settings - Verifone is only available for New Zealand practices. Contact support if you believe this is an error.
Notes
Surcharge and tip amounts added at the terminal are excluded from the invoice amount. Only the base payment is recorded.
The integration uses a two-minute timeout for all terminal communication. If a transaction takes longer, it may time out and create a pending transaction.
Configuration is per practice. Each practice in your organisation can have its own terminals and test mode settings.