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PAX devices

PAX A920

• Connect the PAX device to the local network
• 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
  • Automatically close the batch
  • Close the batch manually from the LinkPOS app on the PAX device.
  • Close the batch manually from the processor app on the PAX device.
• 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
• Set the device reboot time

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
    • PAXDirect
  • WIFI settings
  • 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 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
    • 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

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

• Star Micronics 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

Bump screen

• Bump screens overview
• Bump screen set up
• Bump screen options

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

• LinkPOS Automated Texting Options
• LinkPOS Loyalty Texting Options
• Enable or disable loyalty for items in a menu

Online Ordering

• Enable LinkPOS online ordering
• 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

• 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

• Features and documents
• New Hire Employees
• New Employee Setup
• Re-Hire Employee

Document quick links:

• ACH Authorization form
• Federal and state tax information

Employee Document quick links:

• Employee ACH Authorization form
• Employee IRS W4 form
• Employee i9 form

Legacy devices

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