Set Up Aeropay Pay-by-Bank Payments at Checkout

Aeropay lets customers pay by bank (ACH) at checkout. The cashier sends an Aeropay link from the POS, the customer pays from their bank, and Flourish records the payment when Aeropay confirms it. You turn it on per facility under Settings > Facilities > Payment Methods, and cashiers use it from the Aeropay tab on the POS payment screen.

Prerequisites

• An approved Aeropay merchant account.
• A Merchant Id and Merchant Location Uuid for each location. Aeropay supplies both.
• Flourish has connected Aeropay for your company. Go to Settings > Integrations > Payments and find the Aeropay card.
  • If the card shows Not Connected, click Sign Up and complete the short request form. Our team contacts you to finish setup. You don't enter any credentials on this card.
  • Once connected, the card shows Current status: with Active or Inactive, plus a Configure button that opens the Facilities list. The status is Active when at least one facility has Aeropay turned on.
• Permission to edit facility payment methods.

Set Up Aeropay for a Facility

Repeat these steps for each facility. Each facility has its own Merchant Id and Merchant Location Uuid.

1. Go to Settings > Facilities.
2. Select the facility.
3. Open Payment Methods.
4. Click Edit.
5. Turn on the Aeropay toggle. Make sure the row heading reads Aeropay, not Aeropay - Manual.
6. Enter the Merchant Id. The two fields appear only in Edit mode with Aeropay turned on.
7. Enter the Merchant Location Uuid. Both fields are required.
8. Optional: check Enable reconciliation against external system.
9. Click Save. Flourish shows "Payment methods updated successfully!"

For the other payment methods on this screen, see Manage Facility Payment Methods.

Check Out with Aeropay

1. Open the order. For in-store orders, go to Queue > In-Store > Check Out and click Checkout. For pickups and deliveries, go to Queue > Pickups or Queue > Deliveries and click View Cart. See Retail POS Complete a Purchase.
2. Click Pay.
3. Select the till.
4. Click the Aeropay tab. The tab appears only when Aeropay is turned on for the facility. The form heading reads Aeropay Payment.
5. Confirm the Customer Email and Customer Phone. Both are required and pre-filled from the customer's profile.
6. Enter the Aeropay Payment Amount, or click the balance under Remaining to fill in the full amount. Clear appears once you enter an amount.
7. Click Send Aeropay Link. The button stays disabled until the email, phone, and an amount above $0 are entered.

Aeropay, not Flourish, sends the customer the payment link.

What the customer does

The customer opens the link and approves the payment with Aeropay.

While you wait

The POS shows "Transaction in progress..." You can't start another payment on the order until it resolves. Aeropay notifies Flourish, and the POS updates on its own.

• Approved, covers the balance: Flourish records the payment and completes the order as with any other payment.
• Approved, covers part of the balance: the POS shows "Partial payment received. Please complete payment." and returns to the payment screen so you can collect the rest.
• Declined or failed: the POS shows "Transaction was unsuccessful" with Aeropay's reason. The message stays until you dismiss it.
• Customer never completes the link: A pending Aeropay link has no cancel or resend option and will expire.

Capture a Pre-Authorized Online Order

Orders from an online ordering partner that pre-authorizes payment with Aeropay arrive with a pre-authorized payment. The customer's funds are on hold until you capture the payment.

On the payment screen, a banner reads "Pre-authorized payment of {amount} is ready to capture" when the order is ready. If the order isn't ready, the screen shows "Pre-authorized payment cannot be captured yet" and "The order must be fully allocated and packed before the pre-authorized payment can be captured." Click Back to Cart. Capture requires the order to be Packed (or later) and fully allocated.

1. Open the order and click Pay.
2. Click Capture Pre-Authorized Payment in the banner.
3. Review Method, Authorized Amount, Reference ID, and Order Total. When available, the modal also shows Tip (included in auth), Transaction Fee, and Auth Expires.
4. Choose the till in Select Till if no till is selected.
5. Click Capture Payment. The button shows "Capturing..." while it works.

Flourish automatically adjusts the authorized amount to match the order total before capturing.

Void an Authorization

1. In the capture modal, click Void this authorization instead.
2. Confirm the prompt: "Are you sure you want to void this pre-authorized payment? This will release the hold on the customer's funds and the order will revert to Awaiting Payment."

Flourish shows "Authorization voided successfully."

If the Authorization Expires

Auth Expires shows when Aeropay's hold ends. A nightly process marks expired holds, and the order shows Pre-Auth Expired. Collect payment another way.

Refund an Aeropay Purchase

The POS offers a payment method for a refund only if it's enabled for returns at the facility. Integrated Aeropay has no Allow as refund method for returns option, so Aeropay isn't offered as a refund method. Refund the purchase with another enabled method, such as cash or customer account credit. See Retail POS Refund a Purchase. [VERIFY: product to confirm whether refunds back to integrated Aeropay should be supported]

For Aeropay - Manual payments, see Retail POS - Refund an Aeropay Transaction.

Aeropay in Reports and Receipts

See Track Dispensary Sales with Till Report and Reconciling E-Payments.

Troubleshooting