LinkPOS FAQ - User contributions [en]

Suggested network hardware

2026-06-16T22:38:41Z

David Ashton:

All of the point-of-sale hardware must be on the same local network - iPads, PAX devices, printers, scales, scanners, etc.

Your internet provider will have a modem and often this modem has routing capabilities. We suggest getting a router dedicated to the LinkPOS system and attaching it to your internet modem/router.

One router we recommend to provide your LinkPOS local WIFI network is the UniFi router:

* [https://store.ui.com/us/en/category/cloud-gateways-wifi-integrated/products/udr7 UniFi 7 Router]
* [https://store.ui.com/us/en/category/cloud-gateways-wifi-integrated UniFi Routers]

Access points can be used to extend the reach of the WiFi network.

* [https://store.ui.com/us/en/category/all-wifi Access Point]

Ww employee access

2026-06-03T20:04:18Z

David Ashton: Created page with "I go to the website and select the Weight Watchers company and the store number they provide. Then I go to the Members page (App Settings > People column> Members). Search for the member name or member number and make sure you select the right member if it finds more than one person with the same name 600x600px Set the Password and Verify Password fields to their requested PIN, and make sure "Is Employee" is checked and then clic..."

I go to the website and select the Weight Watchers company and the store number they provide. Then I go to the Members page (App Settings > People column> Members).

Search for the member name or member number and make sure you select the right member if it finds more than one person with the same name

[[File:Member lookup.png|frameless|600x600px]]

Set the Password and Verify Password fields to their requested PIN, and make sure "Is Employee" is checked and then click Save at the bottom.

If the employee number isn't present in the "Member Number" list near the bottom, enter it on the last row and click the "Add" button on the left.

Also, if they have a member number in the list that is blank for some reason, it can cause problems so you can delete the blank one and it should help with any problems they had. I've only seen that a couple times, but that might be something to look for if they have problems logging in.

File:Member lookup.png

2026-06-03T20:02:23Z

David Ashton:

Member lookup

Set the device reboot time

2026-03-17T23:05:31Z

David Ashton:

# From the home screen, tap the '''Settings''' (gear) icon.
## [[File:Reboot settings.jpg|frameless]]
# Enter the password when prompted. A common password is '''9876''' or '''pax9876@@'''.
## [[File:Reboot settings password.jpg|frameless]]
# Navigate to '''Security''' (or '''Security & Location''').
## [[File:Reboot settings security.jpg|frameless]]
# Select '''Scheduled reboot time'''.
## [[File:Reboot security scheduled time reboot.jpg|frameless]]
# Set the scheduled time to be outside of your business hours, typically overnight, after any batching processes have completed.
# Ensure that the setting is set to "On" to force a regular check for updates.
## [[File:Reboot scheduled time reboot toggle.jpg|frameless|356x356px]][[File:Reboot scheduled time set reboot time.jpg|frameless|356x356px]][[File:Reboot scheduled time reboot time picker.jpg|frameless|356x356px]]

File:Reboot scheduled time reboot time picker.jpg

2026-03-17T23:04:13Z

David Ashton:

Reboot scheduled time reboot time picker

File:Reboot scheduled time set reboot time.jpg

2026-03-17T23:03:27Z

David Ashton:

Reboot scheduled time set reboot time

File:Reboot scheduled time reboot toggle.jpg

2026-03-17T23:02:27Z

David Ashton:

Reboot scheduled time reboot toggle

File:Reboot security scheduled time reboot.jpg

2026-03-17T23:01:34Z

David Ashton:

Reboot security scheduled time reboot

File:Reboot settings security.jpg

2026-03-17T23:00:37Z

David Ashton:

Reboot settings security

File:Reboot settings password.jpg

2026-03-17T23:00:00Z

David Ashton:

Reboot settings password

File:Reboot settings.jpg

2026-03-17T22:59:17Z

David Ashton:

Reboot settings

Main Page

2026-03-17T22:24:08Z

David Ashton: /* PAX devices */

== [[PAX|PAX device]][[PAX|s]] ==
*
{|
![[File:Pax.jpg|thumb|255x255px|[[PAX|PAX A920]]]]
|}

* [[Connect a PAX device to the network|Connect the PAX device to the local network]]
* [[PAX Setup|Initial PAX device setup]]. Set up as a payment terminal where the orders are taken on an iPad.
* [[Initial PAX device setup as a register]]. Set up to enter and tender orders all on the PAX device.
* [[PAX Setup Customer Facing Display|Setup as a customer facing display payment terminal]].
* [[PAX Setup Customer Facing Display#Pair the PAX with the iPad register|Pair PAX device with an iPad register]].
* [[Using the PAX A920 with LinkPOS|Using a PAX with LinkPOS]]
* [[Refunding payments]]
* [[I'm not getting deposits and it has been several days]]
* Close the batch
** [[AutoBatch|Automatically close the batch]]
** [[Close the batch manually from the LinkPOS app|Close the batch manually]] from the LinkPOS app on the PAX device.
** [[PAX Close Batch|Close the batch manually]] from the processor app on the PAX device.
* [[PAX Offline Mode|Configure offline mode]]
* [[Offline mode transactions]]
* Tender and order with a gift card and use the PAX device to get the gift card number: [https://linkordering.com/tender_gc_and_pax.mp4 video]
* Lookup a transaction on the PAX that did not get recorded on the LinkPOS app and void the transaction: [https://linkordering.com/lookup_and_void.mp4 video]
* [[The LinkPOS app won't load]].
* Error: [[Listening Port Unavailable]]
* [[Turn off check for online orders]]
* [[Set the device reboot time]]

== LinkPOS iPad app ==
* [[File:Register example.png|none|thumb|iPad LinkPOS register]]
** [[Using the PAX A920 with LinkPOS|Using a PAX with LinkPOS]]
*** [[Using the PAX A920 with LinkPOS#Sale|Sale]]
*** [[Using the PAX A920 with LinkPOS#Sale%20with%20tips%20on%20the%20device|Sale with tips on the device]]
*** [[Using the PAX A920 with LinkPOS#Full%20service%20with%20tips|Full service with tips]]
*** [[Using the PAX A920 with LinkPOS#Refunding%20a%20payment|Refunding a payment]]
*** [[Manually entering the credit card number]]
**** For customers using First American Payment Systems (FAPS) here is the contact information:
**** phone: 1 (844) 898-0341
**** email: isvmerchantsupport@first-american.net
*** [[PAXDirect]]
** [[WIFI settings]]
** [[New iPad initial setup|Newly purchased iPad initial setup before installing LinkPOS]]
** [[Install the LinkPOS App Store app]]
** [[Restore Device]] - either when upgrading to a new iPad or replacing a damaged one.
** [[Resend Transactions]]
** [[QuickBooks Desktop Export]]
** [[Import Menu from an Excel file]]
** [[Inventory Instructions]]
** [[Generic Data API EndPoint Instructions]]
** [[Fixed Mount Scanner Setup]]
** [[Adding a cash tip to a cash payment while using cash discounting]]
** [[Settings]]
** [[How to Create Delivery Areas Using Google Maps]]
** [[Permissions required for the app to function properly|Permissions required to communicate with the PAX and any other device on the network]].
** [[TimeClock|Setup and usage of the time clock features.]]
** [[Create a manager override card]]
** [[Receipt amount and discount rules]]
** [[Lookup and email receipt]]
** [[Store Hours]]
** [[Switching between local and web tickets]]
** Resolving discrepancies
*** [[Discount to Paid]]
** Gift Cards
*** [[Gift card settings]]
*** [[Selling a gift card]]
*** [[Using a gift card to make a purchase]]
*** [[Create a store credit gift card]]
** [[Coupons]]
** [[Send Invoice]]

== Catering ==

* [[Entering a catering order on the web portal]]
* Entering a catering order from the iPad app

== Printers ==
{| class="wikitable"
![[File:TSP 100 printer.png|frameless]]
![[File:Epson.jpg|frameless|100x100px]]
![[File:Sp700.png|frameless]]
![[File:Gk420d.jpg|frameless|104x104px]]
|-
![[Printer Configuration|Star printer]]
![[Epson printer configuration|Epson printer]]
![[Printer Configuration|Star SP 700 Impact printer]]
!Zebra label printer
|}

* [[Printer Configuration|Star Micronics Printer Configuration]]
* [[Epson printer configuration|Epson Printer Configuration]]
* [[Printer stopped printing]]

== [[Local Network]] ==
* All of the devices in the system must be on the same local network. There needs to be a single WIFI network that all of the iPads and PAX devices connect to. The router that provides the WIFI network also needs to have ethernet ports so the printers can be plugged in to the same network. If there aren't enough ethernet ports an ethernet hub can be plugged in to the router and then the printers can be plugged in to the ethernet hub.
* [[Suggested network hardware]]
* [[Apple Airport Extreme router configuration]]
* [[Connect an iPad to the network]].
* [[Connect a PAX device to the network]].
* Connect an Epson printer, Star Micronics printer, Zebra label printer to the network.

== Bump screen ==
[[File:Bump example.png|none|thumb|Bump screen]]

* [[Bump screens overview]]
* [[Bump screen settings|Bump screen set up]]
* [[Bump screen options]]

*

== Customer Facing Display ==
[[File:Customer display example.png|none|thumb|Customer facing display]]
* [[Pair with register]]
* [[Configure a new iPad as a Customer Facing Display]]
* [[Configure and existing LinkPOS register to turn it into a Customer Facing Display]]
* Here is a video showing how to set up an iPad as a customer facing display: [https://linkordering.com/customer_facing_display_setup.mp4 video]

== Loyalty ==
* [[LinkPOS Automated Texting Options]]
* [[LinkPOS Loyalty Texting Options]]
* [[Enable or disable loyalty for items in a menu]]

== Online Ordering ==

* [[Enable LinkPOS online ordering]]
* [[Your online ordering domain name pointed to our online ordering servers|Use your online ordering domain name and point it to our online ordering servers]]

== Fundraisers and Digital Gift Cards ==

* [[Fundraiser]]
* [[Digital Gift Card]]

== New Clients ==

* [[Media:Software Agreement & ACH Fillable Form (non-payroll).pdf|Software Agreement & ACH Form]]
* [[Media:LinkPOS Client Information Sheet.pdf|LinkPOS Client Information Sheet]]
* Cash discounting credit card processing [https://connect.firstonboard.net/Merchant/02551abe-8285-ee11-a34a-e4434bb7dc46 First American onboarding form]

== Payment Processors ==

* First American Payment Systems (FAPS)
** For customers using First American Payment Systems (FAPS) here is the contact information:
*** phone: 1 (844) 898-0341
*** email: isvmerchantsupport@first-american.net
** Cash discounting credit card processing [https://connect.firstonboard.net/Merchant/02551abe-8285-ee11-a34a-e4434bb7dc46 First American onboarding form]
** [[PCI Compliance]]
** [[Closing a merchant account]]
* TranCloud
** Support: (215) 997-8989
** [https://datacapsystems.com/compatible-devices Compatible credit pin pad devices]
** [https://datacapsystems.com/ipp320 iPP320 configuration]
** [https://datacapsystems.com/ingenico-lane-3000 Lane 3000]
* Priority Payments
** Support: (800) 717-1250
* Vantiv/WorldPay
* TSYS

== LinkPOS Services ==
'''Payroll Services:'''

Payroll Processing:

* Payroll Processing options: Monthly, Semi-monthly, Biweekly, & Weekly
* Timeclock and Payroll systems integration
* Online Employer Access to Payroll Reporting, including Payroll History
* Online Employee Access to Paystubs, Time Cards, & W2s
* Automated Reminder Emails to Employer for Payroll Processing at end of Pay Period

Employee Payroll Management:

* Automated New Employee Setup via Email
* Online Employee Access to Paystubs, Time Cards and W2s
* Paystub Emails to Employees on each Pay Date
* ACH Direct Deposit to Employees on each Pay Date
* Employer option to pay via Check after Payroll Processing is completed
* Automated Reminder Emails to Employer for missing Employee Documentation

Payroll Taxes:

* Monthly Federal Tax payments
* Quarterly & Yearly Federal Tax filings
* Quarterly State Tax Payments and Filings (including Withholding, Unemployment Insurance, and other State-specific Taxes)
* Yearly Payroll Tax Reconciliation
* W2/W3 Uploads to applicable Federal and State agencies

'''Full Bookkeeping Services:'''

''Includes full Payroll, New Hire Reporting, and Sales Tax Reporting & Payments Services''

Budgeting:

* Cash Budget Preparation
* Daily “Bank to Book” Reconciliation for One Bank Account
* Daily Cash Flow Statement

Revenue Cycle Processing:

* Daily Revenues Receipts Tracking integrated with LinkPOS
* Sales Tax Reporting

Procurement Cycle Processing:

* Vendor Invoice Processing
* Vendor Payments
* Real Time Accounts Payable Aging

Financial Statement Reporting:

* Balance Sheet
* Income Statement

== [[TimeClock]] ==
[[File:Clock-in-out.jpg|none|thumb|Clock In/Out Page]]
* [[TimeClock|Setup and usage of the time clock features.]]

== [[Payroll]] ==

* [[Payroll|Features and documents]]
* [[New Hire Employees]]
* [[New Employee Setup]]
* [[Re-Hire Employee]]
Document quick links:
* [[Media:LinkPOS Payroll Client ACH Authorization.pdf|ACH Authorization form]]
* [[Media:LinkPOS Payroll Client Information sheet.pdf|Federal and state tax information]]
Employee Document quick links:
* [[Media:Employee ACH Authorization Direct Deposit Form.pdf|Employee ACH Authorization form]]
* [https://www.irs.gov/pub/irs-pdf/fw4.pdf Employee IRS W4 form]
* [https://www.uscis.gov/sites/default/files/document/forms/i-9-paper-version.pdf Employee i9 form]

== [[Legacy|Legacy devices]] ==
* Go [[Legacy|here]] for support documents on devices that are no longer the default configuration.

Set the device reboot time

2026-03-17T22:22:49Z

David Ashton: Created page with "# From the home screen, tap the '''Settings''' (gear) icon. # Enter the password when prompted. A common password is '''9876''' or '''pax9876@@'''. # Navigate to '''Security''' (or '''Security & Location'''). # Select '''Scheduled reboot time'''. # Set the scheduled time to be outside of your business hours, typically overnight, after any batching processes have completed. # Ensure that the setting is set to "On" to force a regular check for updates."

# From the home screen, tap the '''Settings''' (gear) icon.
# Enter the password when prompted. A common password is '''9876''' or '''pax9876@@'''.
# Navigate to '''Security''' (or '''Security & Location''').
# Select '''Scheduled reboot time'''.
# Set the scheduled time to be outside of your business hours, typically overnight, after any batching processes have completed.
# Ensure that the setting is set to "On" to force a regular check for updates.

WIFI settings

2025-12-22T22:35:32Z

David Ashton:

Go to the settings app on the iPad

[[File:Settings app icon.jpg|frameless|535x535px]]

Then select the WiFi tab from the left hand side and touch the blue info icon for the wifi network you are connected to. This must be the same network all the other LinkPOS devices are connected to - printers, iPads, card readers, etc.

[[File:Settings wifi.jpg|frameless|411x411px]]

== Private Wi-Fi Address ==
From the WIFI network details page select the Private Wi-Fi Address.

[[File:Settings private wifi address.jpg|frameless|535x535px]]

Turn this setting off. With this setting on it causes the iPad to get new ip addresses periodically. We want the ip address to stay the same so all the other devices on the network can communicate with it.

[[File:Private wifi address off.jpg|frameless|400x400px]]

It may warn you that turning this feature off may allow devices to track you. This warning is deceiving. Select Allow Tracking so that you will keep the same ip address. You are not allowing tracking, you are just keeping the same ip address so the other LinkPOS devices can connect to you.

[[File:Private wifi off warning.jpg|frameless|400x400px]]

== LinkPOS Permissions ==
Go to the settings app on the iPad.

Select Apps from the tabs on the left. If you have an older iPad Apps may be absent and LinkPOS will be listed directly in the left hand pane.

Then select LinkPOS from the list of apps.

[[File:Settings apps LinkPOS.jpg|frameless|539x539px]]

On the LinkPOS settings page make sure the Local Network permission is turned on. The iPads cannot communicate with each other over the wifi if this is turned off.

[[File:Settings apps linkpos.jpg|frameless|540x540px]]

== Static Wi-Fi Address ==
Using a static ip address is optional and usually not needed. If turning off the private wifi address fixes the connection issues then you can skip this step. But if you are still having problems you can set the wifi address to be static so that it never changes. This setting is optional because the WiFi router usually assigns the same ip address to the same device each time it connects to the network. If you choose this option you need to make sure that the ip address you choose has not been assigned to any other device on the network. If you do this for all of the iPads they each must have a unique ip address.

[[File:Configure ip address.jpg|frameless|535x535px]]

Select Manual and then set the unique ip address. Use the same first three numbers from your network and then use a unique final number.

For example, my network is 192.168.100 so I would start with those and then choose a unique number between 1 and 255 for the last number.

[[File:Manual ip address.jpg|frameless|400x400px]]

Set the Subnet Mask to 255.255.255.0. That means that the first three numbers are the network and the last number varies for each device on the network. Touch Save to save the static ip address.

File:Settings apps linkpos.jpg

2025-12-22T22:34:36Z

David Ashton:

Settings apps LinkPOS

File:Settings apps LinkPOS.jpg

2025-12-22T22:32:40Z

David Ashton:

Settings apps LinkPOS

WIFI settings

2025-12-21T02:29:36Z

David Ashton:

Go to the settings app on the iPad

[[File:Settings app icon.jpg|frameless|535x535px]]

Then select the WiFi tab from the left hand side and touch the blue info icon for the wifi network you are connected to. This must be the same network all the other LinkPOS devices are connected to - printers, iPads, card readers, etc.

[[File:Settings wifi.jpg|frameless|411x411px]]

== Private Wi-Fi Address ==
From the WIFI network details page select the Private Wi-Fi Address.

[[File:Settings private wifi address.jpg|frameless|535x535px]]

Turn this setting off. With this setting on it causes the iPad to get new ip addresses periodically. We want the ip address to stay the same so all the other devices on the network can communicate with it.

[[File:Private wifi address off.jpg|frameless|400x400px]]

It may warn you that turning this feature off may allow devices to track you. This warning is deceiving. Select Allow Tracking so that you will keep the same ip address. You are not allowing tracking, you are just keeping the same ip address so the other LinkPOS devices can connect to you.

[[File:Private wifi off warning.jpg|frameless|400x400px]]

== Static Wi-Fi Address ==
Using a static ip address is optional and usually not needed. If turning off the private wifi address fixes the connection issues then you can skip this step. But if you are still having problems you can set the wifi address to be static so that it never changes. This setting is optional because the WiFi router usually assigns the same ip address to the same device each time it connects to the network. If you choose this option you need to make sure that the ip address you choose has not been assigned to any other device on the network. If you do this for all of the iPads they each must have a unique ip address.

[[File:Configure ip address.jpg|frameless|535x535px]]

Select Manual and then set the unique ip address. Use the same first three numbers from your network and then use a unique final number.

For example, my network is 192.168.100 so I would start with those and then choose a unique number between 1 and 255 for the last number.

[[File:Manual ip address.jpg|frameless|400x400px]]

Set the Subnet Mask to 255.255.255.0. That means that the first three numbers are the network and the last number varies for each device on the network. Touch Save to save the static ip address.

Main Page

2025-12-21T02:23:19Z

David Ashton:

== [[PAX|PAX device]][[PAX|s]] ==
*
{|
![[File:Pax.jpg|thumb|255x255px|[[PAX|PAX A920]]]]
|}

* [[Connect a PAX device to the network|Connect the PAX device to the local network]]
* [[PAX Setup|Initial PAX device setup]]. Set up as a payment terminal where the orders are taken on an iPad.
* [[Initial PAX device setup as a register]]. Set up to enter and tender orders all on the PAX device.
* [[PAX Setup Customer Facing Display|Setup as a customer facing display payment terminal]].
* [[PAX Setup Customer Facing Display#Pair the PAX with the iPad register|Pair PAX device with an iPad register]].
* [[Using the PAX A920 with LinkPOS|Using a PAX with LinkPOS]]
* [[Refunding payments]]
* [[I'm not getting deposits and it has been several days]]
* Close the batch
** [[AutoBatch|Automatically close the batch]]
** [[Close the batch manually from the LinkPOS app|Close the batch manually]] from the LinkPOS app on the PAX device.
** [[PAX Close Batch|Close the batch manually]] from the processor app on the PAX device.
* [[PAX Offline Mode|Configure offline mode]]
* [[Offline mode transactions]]
* Tender and order with a gift card and use the PAX device to get the gift card number: [https://linkordering.com/tender_gc_and_pax.mp4 video]
* Lookup a transaction on the PAX that did not get recorded on the LinkPOS app and void the transaction: [https://linkordering.com/lookup_and_void.mp4 video]
* [[The LinkPOS app won't load]].
* Error: [[Listening Port Unavailable]]
* [[Turn off check for online orders]]

== LinkPOS iPad app ==
* [[File:Register example.png|none|thumb|iPad LinkPOS register]]
** [[Using the PAX A920 with LinkPOS|Using a PAX with LinkPOS]]
*** [[Using the PAX A920 with LinkPOS#Sale|Sale]]
*** [[Using the PAX A920 with LinkPOS#Sale%20with%20tips%20on%20the%20device|Sale with tips on the device]]
*** [[Using the PAX A920 with LinkPOS#Full%20service%20with%20tips|Full service with tips]]
*** [[Using the PAX A920 with LinkPOS#Refunding%20a%20payment|Refunding a payment]]
*** [[Manually entering the credit card number]]
**** For customers using First American Payment Systems (FAPS) here is the contact information:
**** phone: 1 (844) 898-0341
**** email: isvmerchantsupport@first-american.net
*** [[PAXDirect]]
** [[WIFI settings]]
** [[New iPad initial setup|Newly purchased iPad initial setup before installing LinkPOS]]
** [[Install the LinkPOS App Store app]]
** [[Restore Device]] - either when upgrading to a new iPad or replacing a damaged one.
** [[Resend Transactions]]
** [[QuickBooks Desktop Export]]
** [[Import Menu from an Excel file]]
** [[Inventory Instructions]]
** [[Generic Data API EndPoint Instructions]]
** [[Fixed Mount Scanner Setup]]
** [[Adding a cash tip to a cash payment while using cash discounting]]
** [[Settings]]
** [[How to Create Delivery Areas Using Google Maps]]
** [[Permissions required for the app to function properly|Permissions required to communicate with the PAX and any other device on the network]].
** [[TimeClock|Setup and usage of the time clock features.]]
** [[Create a manager override card]]
** [[Receipt amount and discount rules]]
** [[Lookup and email receipt]]
** [[Store Hours]]
** [[Switching between local and web tickets]]
** Resolving discrepancies
*** [[Discount to Paid]]
** Gift Cards
*** [[Gift card settings]]
*** [[Selling a gift card]]
*** [[Using a gift card to make a purchase]]
*** [[Create a store credit gift card]]
** [[Coupons]]
** [[Send Invoice]]

== Catering ==

* [[Entering a catering order on the web portal]]
* Entering a catering order from the iPad app

== Printers ==
{| class="wikitable"
![[File:TSP 100 printer.png|frameless]]
![[File:Epson.jpg|frameless|100x100px]]
![[File:Sp700.png|frameless]]
![[File:Gk420d.jpg|frameless|104x104px]]
|-
![[Printer Configuration|Star printer]]
![[Epson printer configuration|Epson printer]]
![[Printer Configuration|Star SP 700 Impact printer]]
!Zebra label printer
|}

* [[Printer Configuration|Star Micronics Printer Configuration]]
* [[Epson printer configuration|Epson Printer Configuration]]
* [[Printer stopped printing]]

== [[Local Network]] ==
* All of the devices in the system must be on the same local network. There needs to be a single WIFI network that all of the iPads and PAX devices connect to. The router that provides the WIFI network also needs to have ethernet ports so the printers can be plugged in to the same network. If there aren't enough ethernet ports an ethernet hub can be plugged in to the router and then the printers can be plugged in to the ethernet hub.
* [[Suggested network hardware]]
* [[Apple Airport Extreme router configuration]]
* [[Connect an iPad to the network]].
* [[Connect a PAX device to the network]].
* Connect an Epson printer, Star Micronics printer, Zebra label printer to the network.

== Bump screen ==
[[File:Bump example.png|none|thumb|Bump screen]]

* [[Bump screens overview]]
* [[Bump screen settings|Bump screen set up]]
* [[Bump screen options]]

*

== Customer Facing Display ==
[[File:Customer display example.png|none|thumb|Customer facing display]]
* [[Pair with register]]
* [[Configure a new iPad as a Customer Facing Display]]
* [[Configure and existing LinkPOS register to turn it into a Customer Facing Display]]
* Here is a video showing how to set up an iPad as a customer facing display: [https://linkordering.com/customer_facing_display_setup.mp4 video]

== Loyalty ==
* [[LinkPOS Automated Texting Options]]
* [[LinkPOS Loyalty Texting Options]]
* [[Enable or disable loyalty for items in a menu]]

== Online Ordering ==

* [[Enable LinkPOS online ordering]]
* [[Your online ordering domain name pointed to our online ordering servers|Use your online ordering domain name and point it to our online ordering servers]]

== Fundraisers and Digital Gift Cards ==

* [[Fundraiser]]
* [[Digital Gift Card]]

== New Clients ==

* [[Media:Software Agreement & ACH Fillable Form (non-payroll).pdf|Software Agreement & ACH Form]]
* [[Media:LinkPOS Client Information Sheet.pdf|LinkPOS Client Information Sheet]]
* Cash discounting credit card processing [https://connect.firstonboard.net/Merchant/02551abe-8285-ee11-a34a-e4434bb7dc46 First American onboarding form]

== Payment Processors ==

* First American Payment Systems (FAPS)
** For customers using First American Payment Systems (FAPS) here is the contact information:
*** phone: 1 (844) 898-0341
*** email: isvmerchantsupport@first-american.net
** Cash discounting credit card processing [https://connect.firstonboard.net/Merchant/02551abe-8285-ee11-a34a-e4434bb7dc46 First American onboarding form]
** [[PCI Compliance]]
** [[Closing a merchant account]]
* TranCloud
** Support: (215) 997-8989
** [https://datacapsystems.com/compatible-devices Compatible credit pin pad devices]
** [https://datacapsystems.com/ipp320 iPP320 configuration]
** [https://datacapsystems.com/ingenico-lane-3000 Lane 3000]
* Priority Payments
** Support: (800) 717-1250
* Vantiv/WorldPay
* TSYS

== LinkPOS Services ==
'''Payroll Services:'''

Payroll Processing:

* Payroll Processing options: Monthly, Semi-monthly, Biweekly, & Weekly
* Timeclock and Payroll systems integration
* Online Employer Access to Payroll Reporting, including Payroll History
* Online Employee Access to Paystubs, Time Cards, & W2s
* Automated Reminder Emails to Employer for Payroll Processing at end of Pay Period

Employee Payroll Management:

* Automated New Employee Setup via Email
* Online Employee Access to Paystubs, Time Cards and W2s
* Paystub Emails to Employees on each Pay Date
* ACH Direct Deposit to Employees on each Pay Date
* Employer option to pay via Check after Payroll Processing is completed
* Automated Reminder Emails to Employer for missing Employee Documentation

Payroll Taxes:

* Monthly Federal Tax payments
* Quarterly & Yearly Federal Tax filings
* Quarterly State Tax Payments and Filings (including Withholding, Unemployment Insurance, and other State-specific Taxes)
* Yearly Payroll Tax Reconciliation
* W2/W3 Uploads to applicable Federal and State agencies

'''Full Bookkeeping Services:'''

''Includes full Payroll, New Hire Reporting, and Sales Tax Reporting & Payments Services''

Budgeting:

* Cash Budget Preparation
* Daily “Bank to Book” Reconciliation for One Bank Account
* Daily Cash Flow Statement

Revenue Cycle Processing:

* Daily Revenues Receipts Tracking integrated with LinkPOS
* Sales Tax Reporting

Procurement Cycle Processing:

* Vendor Invoice Processing
* Vendor Payments
* Real Time Accounts Payable Aging

Financial Statement Reporting:

* Balance Sheet
* Income Statement

== [[TimeClock]] ==
[[File:Clock-in-out.jpg|none|thumb|Clock In/Out Page]]
* [[TimeClock|Setup and usage of the time clock features.]]

== [[Payroll]] ==

* [[Payroll|Features and documents]]
* [[New Hire Employees]]
* [[New Employee Setup]]
* [[Re-Hire Employee]]
Document quick links:
* [[Media:LinkPOS Payroll Client ACH Authorization.pdf|ACH Authorization form]]
* [[Media:LinkPOS Payroll Client Information sheet.pdf|Federal and state tax information]]
Employee Document quick links:
* [[Media:Employee ACH Authorization Direct Deposit Form.pdf|Employee ACH Authorization form]]
* [https://www.irs.gov/pub/irs-pdf/fw4.pdf Employee IRS W4 form]
* [https://www.uscis.gov/sites/default/files/document/forms/i-9-paper-version.pdf Employee i9 form]

== [[Legacy|Legacy devices]] ==
* Go [[Legacy|here]] for support documents on devices that are no longer the default configuration.

WIFI settings

2025-12-21T02:23:12Z

David Ashton: Created page with "Go to the settings app on the iPad 535x535px Then select the WiFi tab from the left hand side and touch the blue info icon for the wifi network you are connected to. This must be the same network and all the other LinkPOS devices - printers, iPads, card readers, etc. 411x411px == Private Wi-Fi Address == From the WIFI network details page select the Private Wi-Fi Address. File:Settings p..."

Go to the settings app on the iPad

[[File:Settings app icon.jpg|frameless|535x535px]]

Then select the WiFi tab from the left hand side and touch the blue info icon for the wifi network you are connected to. This must be the same network and all the other LinkPOS devices - printers, iPads, card readers, etc.

[[File:Settings wifi.jpg|frameless|411x411px]]

== Private Wi-Fi Address ==
From the WIFI network details page select the Private Wi-Fi Address.

[[File:Settings private wifi address.jpg|frameless|535x535px]]

Turn this setting off. This causes the iPad to get new ip addresses periodically. We want the ip address to stay the same so all the other devices on the network can communicate with it.

[[File:Private wifi address off.jpg|frameless|400x400px]]

It may warn you that turning this feature off may allow devices to track you. This warning is deceiving. Select Allow Tracking so that you will keep the same ip address. You are not allowing tracking, you are just keeping the same ip address so the other LinkPOS devices can connect to you.

[[File:Private wifi off warning.jpg|frameless|400x400px]]

== Static Wi-Fi Address ==
You can also set the wifi address to be static so that it never changes. This setting is optional because the WiFi router usually assigns the same ip address to the same device each time it connects to the network. If you choose this option you need to make sure that the ip address you choose has not been assigned to any other device on the network. And if you do this for all of the iPads they each must have a unique ip address.

[[File:Configure ip address.jpg|frameless|535x535px]]

Select Manual and then set the unique ip address. Use the same first three numbers from your network and then use a unique final number.

For example, my network is 192.168.100 so I would start with those and then choose a unique number between 1 and 255 for the last number.

[[File:Manual ip address.jpg|frameless|400x400px]]

Set the Subnet Mask to 255.255.255.0. That means that the first three numbers are the network and the last number varies for each device on the network. Touch Save to save the static ip address.

File:Manual ip address.jpg

2025-12-21T02:21:47Z

David Ashton:

Manual ip address

File:Configure ip address.jpg

2025-12-21T02:19:26Z

David Ashton:

Configure ip address

File:Private wifi off warning.jpg

2025-12-21T02:13:14Z

David Ashton:

Private wifi off warning

File:Private wifi address off.jpg

2025-12-21T02:10:59Z

David Ashton:

Private wifi address off

File:Settings private wifi address.jpg

2025-12-21T02:08:33Z

David Ashton:

Settings private wifi address

File:Settings wifi.jpg

2025-12-21T02:07:26Z

David Ashton:

Settings wifi

File:Settings app icon.jpg

2025-12-21T02:03:01Z

David Ashton:

Settings app

PAXDirect

2025-12-03T16:54:11Z

David Ashton:

The PAXDirect option allows the LinkPOS iPad app to communicate directly with the BroadPOS payment app on the PAX.

With this option enabled you no longer use the LinkPOS app on the PAX device.

The BroadPOS app on the PAX device needs to be configured to enable [[PAXDirect Push Example|PAXDirect]]

* External POS
* Automatic IP Registration
Contact LinkPOS in order to push the settings to your PAX device. When that is complete touch the BroadPOS app: Vantiv or TSYS or whoever your processor is and it will display the idle screen.

From the idle screen you can touch the top left corner to show the IP address. When the LinkPOS app is running on the iPad it will send a message to the PAX device to display a welcome message.

[[File:Paxdirect background.jpg|frameless]][[File:Paxdirect tap for ip address.jpg|frameless]][[File:Paxdirect welcome.jpg|frameless]]

== Initial Setup on the LinkPOS App ==
Log in and touch the options menu in the upper left corner of the LinkPOS app.

[[File:Touch options button.jpg|frameless]]

Then select the Processors or PAX button. If there are multiple processors available select the PAX option from the list.

[[File:Processors or pax button.jpg|frameless]][[File:Select pax.jpg|frameless]]

From the PAX selection dialog you can perform various actions

[[File:PAXDirect selection dialog.jpg|frameless]]

=== Choose a PAX device to pair with. ===
Touch Scan and scan the Serial Number on the back of the PAX device. Or enter the number by hand.

[[File:Paxdirect scan button.jpg|frameless]][[File:Paxdirect scan example.jpg|frameless]]

Touch the Lookup button to lookup the IP address of the PAX device using the serial number in the Pax Serial Number field. If the lookup function does not return any data then enter the IP address and port that the BroadPOS app is listening on. You can get the IP address by touching the idle screen of the BroadPOS app. The default port is 10009.

[[File:Paxdirect lookup button.jpg|frameless]]

Touch the Test/Identify button to display a confirm message on the PAX device. You can use this to make sure the data entered is correct.

[[File:Paxdirect identify button.jpg|frameless]][[File:Paxdirect identify.jpg|frameless|261x261px]]

== Regular Transaction Flow ==
While you enter orders on the iPad it will display the order on the PAX device like this:

[[File:Paxdirect current order.jpg|frameless]]

When you tender the order if you have "prompt for tip" enabled then the customer will see this screen with the percentages set up for your store:

[[File:Paxdirect tip.jpg|frameless]]

Then the customer will be asked to tap/insert/swipe their card or device to fund the transaction

[[File:Tap PAX A920.jpg|frameless]]

If the card won't swipe or tap you can enter the credit card manually by entering the card number in the "Please Enter Account" input box. Then follow the prompts to enter the rest of the information needed.

== Close the Batch ==
Each PAX device has its own batch and is usually set up to automatically batch in the middle of the night.

You can close the batch at any time using the Close Batch button in the list of devices. If you use full service with tips, make sure you have completed all the tips from the history page on the LinkPOS app on the iPad before closing the batch. If you have not completed the authorizations and close the batch you will lose those transactions and not receive a deposit for them. If this happens you can call the processor and they can re-key the transactions for a fee. You will need to provide them with a list of authorization transactions from the batch that was lost for them to re-key and LinkPOS can provide that list for you.

[[File:Paxdirect close batch.jpg|frameless]]

== Show the BroadPOS App Options Menu ==
Touch the Reset button to dismiss the message box from the PAX device and return the device to the idle screen. From the idle screen you can get to the BroadPOS options page.

[[File:Paxdirect reset button.jpg|frameless]]

Touch all four corners of the idle screen in order from top left, top right, bottom right, and bottom left.

[[File:Paxdirect tap for corners.jpg|frameless]]

Then the password screen will show up

[[File:Paxdirect enter password.jpg|frameless]]

The default password is the current date with leading zeros like this MMDDYYYY. So an example would be 09042025

Then you can see a list of options.

[[File:Paxdirect history.jpg|frameless]][[File:Paxdirect transaction history.jpg|frameless]]

=== History ===
Touch the History item to see a list of the current transactions on the device. You can use this option to see if a card was charged or not. If something goes wrong and cannot be fixed from the LinkPOS app you can go here to see if the card was charged or not. If there is a Sale or a PostAuth in the list with the last four of the card in it then the card was charged. If it is not in the list then the card was not charged. If it is in the list as an Auth then it will not be charged and will fall off after a few days unless it is turned into a sale with a PostAuth.

=== Getting to the home screen ===
You can touch Exit to leave the app and get to the home screen. From there you can get to the rest of the apps like the settings app to connect to the wifi.

PAXDirect Push Example

2025-12-03T16:53:44Z

David Ashton: Created page with "Here are the items in the template that need to be pushed to the PAX in order to put the Vantiv app in fullscreen mode so the iPad can use PAXDirect mode: The Vantiv app needs to be set to External POS from the MISC tab and POS Auto Register needs to be enabled from the Communication tab. 600x600px 630x630px"

Here are the items in the template that need to be pushed to the PAX in order to put the Vantiv app in fullscreen mode so the iPad can use PAXDirect mode: The Vantiv app needs to be set to External POS from the MISC tab and POS Auto Register needs to be enabled from the Communication tab.

[[File:External POS.png|frameless|600x600px]]

[[File:Auto register.png|frameless|630x630px]]

File:Auto register.png

2025-12-03T16:52:37Z

David Ashton:

Auto register

File:External POS.png

2025-12-03T16:51:43Z

David Ashton:

External POS

PAXDirect

2025-09-26T19:51:37Z

David Ashton:

The PAXDirect option allows the LinkPOS iPad app to communicate directly with the BroadPOS payment app on the PAX.

With this option enabled you no longer use the LinkPOS app on the PAX device.

The BroadPOS app on the PAX device needs to be configured to enable PAXDirect

* External POS
* Automatic IP Registration
Contact LinkPOS in order to push the settings to your PAX device. When that is complete touch the BroadPOS app: Vantiv or TSYS or whoever your processor is and it will display the idle screen.

From the idle screen you can touch the top left corner to show the IP address. When the LinkPOS app is running on the iPad it will send a message to the PAX device to display a welcome message.

[[File:Paxdirect background.jpg|frameless]][[File:Paxdirect tap for ip address.jpg|frameless]][[File:Paxdirect welcome.jpg|frameless]]

== Initial Setup on the LinkPOS App ==
Log in and touch the options menu in the upper left corner of the LinkPOS app.

[[File:Touch options button.jpg|frameless]]

Then select the Processors or PAX button. If there are multiple processors available select the PAX option from the list.

[[File:Processors or pax button.jpg|frameless]][[File:Select pax.jpg|frameless]]

From the PAX selection dialog you can perform various actions

[[File:PAXDirect selection dialog.jpg|frameless]]

=== Choose a PAX device to pair with. ===
Touch Scan and scan the Serial Number on the back of the PAX device. Or enter the number by hand.

[[File:Paxdirect scan button.jpg|frameless]][[File:Paxdirect scan example.jpg|frameless]]

Touch the Lookup button to lookup the IP address of the PAX device using the serial number in the Pax Serial Number field. If the lookup function does not return any data then enter the IP address and port that the BroadPOS app is listening on. You can get the IP address by touching the idle screen of the BroadPOS app. The default port is 10009.

[[File:Paxdirect lookup button.jpg|frameless]]

Touch the Test/Identify button to display a confirm message on the PAX device. You can use this to make sure the data entered is correct.

[[File:Paxdirect identify button.jpg|frameless]][[File:Paxdirect identify.jpg|frameless|261x261px]]

== Regular Transaction Flow ==
While you enter orders on the iPad it will display the order on the PAX device like this:

[[File:Paxdirect current order.jpg|frameless]]

When you tender the order if you have "prompt for tip" enabled then the customer will see this screen with the percentages set up for your store:

[[File:Paxdirect tip.jpg|frameless]]

Then the customer will be asked to tap/insert/swipe their card or device to fund the transaction

[[File:Tap PAX A920.jpg|frameless]]

If the card won't swipe or tap you can enter the credit card manually by entering the card number in the "Please Enter Account" input box. Then follow the prompts to enter the rest of the information needed.

== Close the Batch ==
Each PAX device has its own batch and is usually set up to automatically batch in the middle of the night.

You can close the batch at any time using the Close Batch button in the list of devices. If you use full service with tips, make sure you have completed all the tips from the history page on the LinkPOS app on the iPad before closing the batch. If you have not completed the authorizations and close the batch you will lose those transactions and not receive a deposit for them. If this happens you can call the processor and they can re-key the transactions for a fee. You will need to provide them with a list of authorization transactions from the batch that was lost for them to re-key and LinkPOS can provide that list for you.

[[File:Paxdirect close batch.jpg|frameless]]

== Show the BroadPOS App Options Menu ==
Touch the Reset button to dismiss the message box from the PAX device and return the device to the idle screen. From the idle screen you can get to the BroadPOS options page.

[[File:Paxdirect reset button.jpg|frameless]]

Touch all four corners of the idle screen in order from top left, top right, bottom right, and bottom left.

[[File:Paxdirect tap for corners.jpg|frameless]]

Then the password screen will show up

[[File:Paxdirect enter password.jpg|frameless]]

The default password is the current date with leading zeros like this MMDDYYYY. So an example would be 09042025

Then you can see a list of options.

[[File:Paxdirect history.jpg|frameless]][[File:Paxdirect transaction history.jpg|frameless]]

=== History ===
Touch the History item to see a list of the current transactions on the device. You can use this option to see if a card was charged or not. If something goes wrong and cannot be fixed from the LinkPOS app you can go here to see if the card was charged or not. If there is a Sale or a PostAuth in the list with the last four of the card in it then the card was charged. If it is not in the list then the card was not charged. If it is in the list as an Auth then it will not be charged and will fall off after a few days unless it is turned into a sale with a PostAuth.

=== Getting to the home screen ===
You can touch Exit to leave the app and get to the home screen. From there you can get to the rest of the apps like the settings app to connect to the wifi.

File:Paxdirect identify.jpg

2025-09-26T19:46:07Z

David Ashton:

PAXDirect identify

File:Paxdirect tip.jpg

2025-09-26T19:32:45Z

David Ashton:

PAXDirect tip

File:Paxdirect current order.jpg

2025-09-26T19:31:09Z

David Ashton:

PAXDirect current order

File:Paxdirect close batch.jpg

2025-09-26T19:28:38Z

David Ashton:

PAXDirect close batch

Main Page

2025-09-26T18:13:40Z

David Ashton:

== [[PAX|PAX device]][[PAX|s]] ==
*
{|
![[File:Pax.jpg|thumb|255x255px|[[PAX|PAX A920]]]]
|}

* [[Connect a PAX device to the network|Connect the PAX device to the local network]]
* [[PAX Setup|Initial PAX device setup]]. Set up as a payment terminal where the orders are taken on an iPad.
* [[Initial PAX device setup as a register]]. Set up to enter and tender orders all on the PAX device.
* [[PAX Setup Customer Facing Display|Setup as a customer facing display payment terminal]].
* [[PAX Setup Customer Facing Display#Pair the PAX with the iPad register|Pair PAX device with an iPad register]].
* [[Using the PAX A920 with LinkPOS|Using a PAX with LinkPOS]]
* [[Refunding payments]]
* [[I'm not getting deposits and it has been several days]]
* Close the batch
** [[AutoBatch|Automatically close the batch]]
** [[Close the batch manually from the LinkPOS app|Close the batch manually]] from the LinkPOS app on the PAX device.
** [[PAX Close Batch|Close the batch manually]] from the processor app on the PAX device.
* [[PAX Offline Mode|Configure offline mode]]
* [[Offline mode transactions]]
* Tender and order with a gift card and use the PAX device to get the gift card number: [https://linkordering.com/tender_gc_and_pax.mp4 video]
* Lookup a transaction on the PAX that did not get recorded on the LinkPOS app and void the transaction: [https://linkordering.com/lookup_and_void.mp4 video]
* [[The LinkPOS app won't load]].
* Error: [[Listening Port Unavailable]]
* [[Turn off check for online orders]]

== LinkPOS iPad app ==
* [[File:Register example.png|none|thumb|iPad LinkPOS register]]
** [[Using the PAX A920 with LinkPOS|Using a PAX with LinkPOS]]
*** [[Using the PAX A920 with LinkPOS#Sale|Sale]]
*** [[Using the PAX A920 with LinkPOS#Sale%20with%20tips%20on%20the%20device|Sale with tips on the device]]
*** [[Using the PAX A920 with LinkPOS#Full%20service%20with%20tips|Full service with tips]]
*** [[Using the PAX A920 with LinkPOS#Refunding%20a%20payment|Refunding a payment]]
*** [[Manually entering the credit card number]]
**** For customers using First American Payment Systems (FAPS) here is the contact information:
**** phone: 1 (844) 898-0341
**** email: isvmerchantsupport@first-american.net
*** [[PAXDirect]]
** [[New iPad initial setup|Newly purchased iPad initial setup before installing LinkPOS]]
** [[Install the LinkPOS App Store app]]
** [[Restore Device]] - either when upgrading to a new iPad or replacing a damaged one.
** [[Resend Transactions]]
** [[QuickBooks Desktop Export]]
** [[Import Menu from an Excel file]]
** [[Inventory Instructions]]
** [[Generic Data API EndPoint Instructions]]
** [[Fixed Mount Scanner Setup]]
** [[Adding a cash tip to a cash payment while using cash discounting]]
** [[Settings]]
** [[How to Create Delivery Areas Using Google Maps]]
** [[Permissions required for the app to function properly|Permissions required to communicate with the PAX and any other device on the network]].
** [[TimeClock|Setup and usage of the time clock features.]]
** [[Create a manager override card]]
** [[Receipt amount and discount rules]]
** [[Lookup and email receipt]]
** [[Store Hours]]
** [[Switching between local and web tickets]]
** Resolving discrepancies
*** [[Discount to Paid]]
** Gift Cards
*** [[Gift card settings]]
*** [[Selling a gift card]]
*** [[Using a gift card to make a purchase]]
*** [[Create a store credit gift card]]
** [[Coupons]]
** [[Send Invoice]]

== Catering ==

* [[Entering a catering order on the web portal]]
* Entering a catering order from the iPad app

== Printers ==
{| class="wikitable"
![[File:TSP 100 printer.png|frameless]]
![[File:Epson.jpg|frameless|100x100px]]
![[File:Sp700.png|frameless]]
![[File:Gk420d.jpg|frameless|104x104px]]
|-
![[Printer Configuration|Star printer]]
![[Epson printer configuration|Epson printer]]
![[Printer Configuration|Star SP 700 Impact printer]]
!Zebra label printer
|}

* [[Printer Configuration|Star Micronics Printer Configuration]]
* [[Epson printer configuration|Epson Printer Configuration]]
* [[Printer stopped printing]]

== [[Local Network]] ==
* All of the devices in the system must be on the same local network. There needs to be a single WIFI network that all of the iPads and PAX devices connect to. The router that provides the WIFI network also needs to have ethernet ports so the printers can be plugged in to the same network. If there aren't enough ethernet ports an ethernet hub can be plugged in to the router and then the printers can be plugged in to the ethernet hub.
* [[Suggested network hardware]]
* [[Apple Airport Extreme router configuration]]
* [[Connect an iPad to the network]].
* [[Connect a PAX device to the network]].
* Connect an Epson printer, Star Micronics printer, Zebra label printer to the network.

== Bump screen ==
[[File:Bump example.png|none|thumb|Bump screen]]

* [[Bump screens overview]]
* [[Bump screen settings|Bump screen set up]]
* [[Bump screen options]]

*

== Customer Facing Display ==
[[File:Customer display example.png|none|thumb|Customer facing display]]
* [[Pair with register]]
* [[Configure a new iPad as a Customer Facing Display]]
* [[Configure and existing LinkPOS register to turn it into a Customer Facing Display]]
* Here is a video showing how to set up an iPad as a customer facing display: [https://linkordering.com/customer_facing_display_setup.mp4 video]

== Loyalty ==
* [[LinkPOS Automated Texting Options]]
* [[LinkPOS Loyalty Texting Options]]
* [[Enable or disable loyalty for items in a menu]]

== Online Ordering ==

* [[Enable LinkPOS online ordering]]
* [[Your online ordering domain name pointed to our online ordering servers|Use your online ordering domain name and point it to our online ordering servers]]

== Fundraisers and Digital Gift Cards ==

* [[Fundraiser]]
* [[Digital Gift Card]]

== New Clients ==

* [[Media:Software Agreement & ACH Fillable Form (non-payroll).pdf|Software Agreement & ACH Form]]
* [[Media:LinkPOS Client Information Sheet.pdf|LinkPOS Client Information Sheet]]
* Cash discounting credit card processing [https://connect.firstonboard.net/Merchant/02551abe-8285-ee11-a34a-e4434bb7dc46 First American onboarding form]

== Payment Processors ==

* First American Payment Systems (FAPS)
** For customers using First American Payment Systems (FAPS) here is the contact information:
*** phone: 1 (844) 898-0341
*** email: isvmerchantsupport@first-american.net
** Cash discounting credit card processing [https://connect.firstonboard.net/Merchant/02551abe-8285-ee11-a34a-e4434bb7dc46 First American onboarding form]
** [[PCI Compliance]]
** [[Closing a merchant account]]
* TranCloud
** Support: (215) 997-8989
** [https://datacapsystems.com/compatible-devices Compatible credit pin pad devices]
** [https://datacapsystems.com/ipp320 iPP320 configuration]
** [https://datacapsystems.com/ingenico-lane-3000 Lane 3000]
* Priority Payments
** Support: (800) 717-1250
* Vantiv/WorldPay
* TSYS

== LinkPOS Services ==
'''Payroll Services:'''

Payroll Processing:

* Payroll Processing options: Monthly, Semi-monthly, Biweekly, & Weekly
* Timeclock and Payroll systems integration
* Online Employer Access to Payroll Reporting, including Payroll History
* Online Employee Access to Paystubs, Time Cards, & W2s
* Automated Reminder Emails to Employer for Payroll Processing at end of Pay Period

Employee Payroll Management:

* Automated New Employee Setup via Email
* Online Employee Access to Paystubs, Time Cards and W2s
* Paystub Emails to Employees on each Pay Date
* ACH Direct Deposit to Employees on each Pay Date
* Employer option to pay via Check after Payroll Processing is completed
* Automated Reminder Emails to Employer for missing Employee Documentation

Payroll Taxes:

* Monthly Federal Tax payments
* Quarterly & Yearly Federal Tax filings
* Quarterly State Tax Payments and Filings (including Withholding, Unemployment Insurance, and other State-specific Taxes)
* Yearly Payroll Tax Reconciliation
* W2/W3 Uploads to applicable Federal and State agencies

'''Full Bookkeeping Services:'''

''Includes full Payroll, New Hire Reporting, and Sales Tax Reporting & Payments Services''

Budgeting:

* Cash Budget Preparation
* Daily “Bank to Book” Reconciliation for One Bank Account
* Daily Cash Flow Statement

Revenue Cycle Processing:

* Daily Revenues Receipts Tracking integrated with LinkPOS
* Sales Tax Reporting

Procurement Cycle Processing:

* Vendor Invoice Processing
* Vendor Payments
* Real Time Accounts Payable Aging

Financial Statement Reporting:

* Balance Sheet
* Income Statement

== [[TimeClock]] ==
[[File:Clock-in-out.jpg|none|thumb|Clock In/Out Page]]
* [[TimeClock|Setup and usage of the time clock features.]]

== [[Payroll]] ==

* [[Payroll|Features and documents]]
* [[New Hire Employees]]
* [[New Employee Setup]]
* [[Re-Hire Employee]]
Document quick links:
* [[Media:LinkPOS Payroll Client ACH Authorization.pdf|ACH Authorization form]]
* [[Media:LinkPOS Payroll Client Information sheet.pdf|Federal and state tax information]]
Employee Document quick links:
* [[Media:Employee ACH Authorization Direct Deposit Form.pdf|Employee ACH Authorization form]]
* [https://www.irs.gov/pub/irs-pdf/fw4.pdf Employee IRS W4 form]
* [https://www.uscis.gov/sites/default/files/document/forms/i-9-paper-version.pdf Employee i9 form]

== [[Legacy|Legacy devices]] ==
* Go [[Legacy|here]] for support documents on devices that are no longer the default configuration.

PAXDirect

2025-09-26T18:13:33Z

David Ashton: Created page with "The PAXDirect option allows the LinkPOS iPad app to communicate directly with the BroadPOS payment app on the PAX. The BroadPOS app on the PAX device needs to be configured to enable PAXDirect * External POS * Automatic IP Registration Touch the BroadPOS app: Vantiv or TSYS or whoever your processor is and it will display the idle screen. You can touch the top left corner to show the IP address. The LinkPOS iPad app will display a welcome message. File:Paxdirect b..."

The PAXDirect option allows the LinkPOS iPad app to communicate directly with the BroadPOS payment app on the PAX.

The BroadPOS app on the PAX device needs to be configured to enable PAXDirect

* External POS
* Automatic IP Registration

Touch the BroadPOS app: Vantiv or TSYS or whoever your processor is and it will display the idle screen.

You can touch the top left corner to show the IP address. The LinkPOS iPad app will display a welcome message.

[[File:Paxdirect background.jpg|frameless]][[File:Paxdirect tap for ip address.jpg|frameless]][[File:Paxdirect welcome.jpg|frameless]]

== Initial Setup on the LinkPOS App ==
Log in and touch the options menu in the upper left corner of the LinkPOS app.

[[File:Touch options button.jpg|frameless]]

Then select the Processors or PAX button. If there are multiple processors available select the PAX option from the list.

[[File:Processors or pax button.jpg|frameless]][[File:Select pax.jpg|frameless]]

From the PAX selection dialog you can perform various actions

[[File:PAXDirect selection dialog.jpg|frameless]]

Choose a PAX device to pair with.

Touch Scan and scan the Serian Number on the back of the PAX device. Or enter the number by hand.

[[File:Paxdirect scan button.jpg|frameless]][[File:Paxdirect scan example.jpg|frameless]]

Touch the Lookup button to lookup the IP address of the PAX device using the serial number in the Pax Serial Number field.

[[File:Paxdirect lookup button.jpg|frameless]]

Touch the Test/Identify button to display a message on the PAX device. You can use this to make sure the data entered is correct.

[[File:Paxdirect identify button.jpg|frameless]]

Touch the Reset button to dismiss the message box from the PAX device and return to the idle screen. From the idle screen you can get to the BroadPOS options page.

[[File:Paxdirect reset button.jpg|frameless]]

Touch all four corners of the idle screen in order from top left, top right, bottom right, and bottom left.

[[File:Paxdirect tap for corners.jpg|frameless]]

Then the password screen will show up

[[File:Paxdirect enter password.jpg|frameless]]

The default password is the current date with leading zeros like this MMDDYYYY. So an example would be 09242025

Then you can see a list of options.

[[File:Paxdirect history.jpg|frameless]][[File:Paxdirect transaction history.jpg|frameless]]

Touch the History item to see a list of the current transactions on the device. You can use this menu to see if a card was charged or not. If something goes wrong and cannot be fixed from the LinkPOS app you can go here to see if the card was charged or not. If there is a Sale in the list with the last four of the card in it then the card was charged. If it is not in the list then the card was not charged.

File:Paxdirect transaction history.jpg

2025-09-26T18:13:01Z

David Ashton:

PAXDirect transaction history

File:Paxdirect history.jpg

2025-09-26T18:12:14Z

David Ashton:

PAXDirect history

File:Paxdirect enter password.jpg

2025-09-26T18:11:39Z

David Ashton:

PAXDirect password

File:Paxdirect tap for corners.jpg

2025-09-26T18:11:08Z

David Ashton:

PAXDirect tap four corners

File:Paxdirect reset button.jpg

2025-09-26T18:10:35Z

David Ashton:

PAXDirect reset

File:Paxdirect identify button.jpg

2025-09-26T18:09:58Z

David Ashton:

PAXDirect identify

File:Paxdirect lookup button.jpg

2025-09-26T18:09:26Z

David Ashton:

PAXDirect lookup

File:Paxdirect scan example.jpg

2025-09-26T18:08:54Z

David Ashton:

PAXDirect scan example

File:Paxdirect scan button.jpg

2025-09-26T18:08:30Z

David Ashton:

PAXDirect scan

File:PAXDirect selection dialog.jpg

2025-09-26T18:02:38Z

David Ashton:

PAXDirect selection dialog

File:Select pax.jpg

2025-09-26T17:58:11Z

David Ashton:

Select PAX

File:Processors or pax button.jpg

2025-09-26T17:57:36Z

David Ashton:

Processors

File:Touch options button.jpg

2025-09-26T17:56:32Z

David Ashton:

Options button