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            Setup and Configure Finanz Online Credentials

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            Setup and Configure Finanz Online Credentials

            Merchants connect Point of Sale to Austrian tax authorities using Finanz Online (FON) credentials.

            Each merchant must sign up with Austrian tax authorities through Finanz Online (FON). They must also have a Web service user who sends data to FON regularly and their FON credentials.

            Create Web Service Credentials

            To create a Merchant's webservices credential:

            1. Log in to the FON website (https://finanzonline.bmf.gv.at)
            2. Create a Web Services user on the FON website using these stepsEingaben -> last Point "Benutzeranlage" Anlegen eines Benutzers für Registirekassen-Webservices.
            3. Enter WebService credentials on the EFSTA Portal by Point of Sale.
              1. Go to the EFSTA portal (Portal.efsta.net/dashboard)
              2. Select Companies from the menu on the left.
              3. select the Merchant Name (for example, Converse Retail Gmbh). The window on the right has an FON tab to enter the FON web services credentials.
              4. Enter the values for all three data fields and select Test Data. EFSTA services validate the Web service credentials. If the FON data is correct, select Active.
              5. Select Reactivate FON for all EFRs and then save (if there are no existing EFRs).
            Note
            Note Save the FON web services credentials for future use, as Point of Sale can't interact with FON for any user credentials setup.

            Configuration Process - EFSTA

            Initial merchant setup on EFSTA is performed by the Point of Sale team

            Merchant users can log in to the EFSTA portal and be able to access their reports on the portal.

            Configuration process - Prime Sign

            Point of Sale or Merchants can purchase Prime-Sign directly from the EFSTA portal.

            Various options are available based on response time and support hours. After Prime-Sign purchase is completed, Prime-Sign provides credentials to be used on the EFSTA portal. Share these Prime-Sign credentials with the Point of Sale team, who set up the credentials for each register after it has been online at least one time.

            1. Go to CMS > Store Management > Associates.
            2. Select Edit.
            3. Change 'Associate Role' to the role you want.
            4. Select Save.

            Configuration process - Point of Sale

            Point of Sale CMS groups fiscalization settings in one place. The navigation path you use depends on whether you’re setting up fiscalization for the first time.

            1. For new merchants, go to Integrations > Fiscalization and create a configuration. If you can’t create a configuration, switch to a merchant region that supports fiscalization. For example, a U.S. merchant region that doesn’t support fiscalization won’t allow you to create one.
            2. For legacy merchants, go to Store Management > Store Settings > Fiscal.
              1. Expand All and enable/configure these settings:
                Enabling Fiscalization
                Tax Identifier (merchant tax ID).

            Email Receipt Configuiration

            If a merchant intends to use Point of Sale's email receipt template for printing Fiscal data on the email receipts, add specific fiscal tags to the email receipt template (more information on the email receipt templates can be found here).

            • fiscal_print_paceholder_start
            • fiscal_print_label
            • fiscal_print_value
            • fiscal_print_placeholder_end

            If a merchant intends to use a separate Marketing cloud or email service, Point of Sale can send the order data, including fiscal data, via a webhook for any third party to send email receipts. More details can be found here

             
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