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PAX device s

PAX A920	PAX A60

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.
Setup as a customer facing display payment terminal.
Pair PAX device with an iPad register.
Using a PAX with LinkPOS
Refunding payments
I'm not getting deposits and it has been several days
Close the batch manually.
Automatically close the batch
Configure offline mode
Offline mode transactions
Tender and order with a gift card and use the PAX device to get the gift card number: video
Lookup a transaction on the PAX that did not get recorded on the LinkPOS app and void the transaction: video
The LinkPOS app won't load.
Error: Listening Port Unavailable
Turn off check for online orders

LinkPOS iPad app

iPad LinkPOS register
- Using a PAX with LinkPOS
  - Sale
  - Sale with tips on the device
  - Full service with tips
  - 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
- Newly purchased iPad initial setup
- Install or Upgrade the iPad app
- Install the LinkPOS Enterprise app
- Install the LinkPOS App Store app
- Switch from the Enterprise app to the 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 to communicate with the PAX and any other device on the network.
- 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
  - 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


Star printer	Epson printer	Star SP 700 Impact printer	Zebra label printer

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

Customer Facing Display

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: video

Loyalty

Online Ordering

Fundraisers and Digital Gift Cards

New Clients

Software Agreement & ACH Form
LinkPOS Client Information Sheet
Cash discounting credit card processing 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 First American onboarding form
- PCI Compliance
- Closing a merchant account
TranCloud
- Support: (215) 997-8989
- Compatible credit pin pad devices
- iPP320 configuration
- 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

Clock In/Out Page

Setup and usage of the time clock features.

Payroll

Document quick links:

Employee Document quick links:

Legacy devices

Go here for support documents on devices that are no longer the default configuration.