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Automatrix POS Integration

About

Automatrix cloud-based ERP and Dealer Management System designed specifically for independent automotive dealerships. It combines CRM, lead management, sales, HR, and financing into one centralized platform.  

Website: Automatrix

Integration Type Cloud — Browser Extension
Features
  1. Card on File: Use a stored card to quickly charge a returning customer.
  2. Deposit Payments: Accept a down payment toward an invoice.
  3. Refund
  4. Split Refund: Refund a partial amount of a purchase.
  5. Void
Browser Extension Payment Flows
  1. Push to Terminal
  2. Payment Links
  3. Keyed Transactions
  4. Keyed ACH
Additional Payment Flows N/A

Important Notes

Once a payment flow has been built for a software, it becomes available to all users.  


Reconciliation Payment Type

The reconciliation payment type (tender type) identifies how POS+ records a transaction in your software’s ledger.

Whenever possible, Envoy Connect uses “POS+” as the payment type and adds the gateway authorization code to the transaction’s notes or memo field. If your software does not support creating a “POS+” payment type, Envoy Connect uses the next best available option.

Reconciliation payment type for this integration: 

Important: You are responsible for adding the required payment type to your software. If it is missing or set up incorrectly, transactions will not reconcile properly.


Marketing Demo Video

Browser Extension

 

Demo Training- POS+ Extension- Automatrix

 

POS+ will assist you with onboarding your account until a demo video becomes available. 


Integration Type

This integration requires the Envoy Connect Browser Extension to be installed and active within your supported browser.


Support 

  1. Turn off two factor authentication where possible. This can prevent POS+ access.  
  2. Ensure the software username and password in the Envoy Connect portal are always up to date. This can prevent POS+ access 
  3. If the integration does not work AND you are on the correct invoice page in the software, please contact POS+.