LinkPOS FAQ

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== [[PAX|PAX device]][[PAX|s]] ==
 
*
* [[PAX|PAX device]]<nowiki/>s
{|
{|
![[File:Pax.jpg|thumb|255x255px|[[PAX|PAX A920]]]]
![[File:Pax.jpg|thumb|255x255px|[[PAX|PAX A920]]]]
![[File:A60.jpg|thumb|[[PAX|PAX A60]]]]
![[File:A60.jpg|thumb|[[PAX|PAX A60]]]]
|}
|}
[[PAX Setup|Initial PAX device setup]].


[[PAX Setup Customer Facing Display|Setup as a customer facing display payment terminal]].
* [[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]]
* [[PAX Close Batch|Close the batch manually]].
* [[AutoBatch|Automatically close the batch]]
* [[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]]


[[PAX Setup Customer Facing Display|Pair PAX device with an iPad register]].
== 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
** [[New iPad initial setup|Newly purchased iPad initial setup]]
** [[Upgrade the iPad app|Install or Upgrade the iPad app]]
** [[Install the LinkPOS 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 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
*** [[Selling a gift card]]
*** [[Using a gift card to make a purchase]]
*** [[Create a store credit gift card]]
** [[Coupons]]
** [[Send Invoice]]


[[PAX Close Batch|Close the batch manually]].
== Catering ==


[[PAX Offline Mode|Configure offline mode]]
* [[Entering a catering order on the web portal]]
* Entering a catering order from the iPad app


Tender and order and use the PAX device to get the gift card number: [https://linkordering.com/tender_gc_and_pax.mp4 video]
== Printers ==
 
{| class="wikitable"
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]
![[File:TSP 100 printer.png|frameless]]
* LinkPOS iPad app
![[File:Epson.jpg|frameless|100x100px]]
** [[File:Register example.png|none|thumb|iPad LinkPOS register]]
![[File:Sp700.png|frameless]]
* Magtek swipers
![[File:Gk420d.jpg|frameless|104x104px]]
**
{|
![[File:IDynamo.jpg|frameless|200x200px]]
![[File:EDynamo.jpg|frameless|200x200px]]
![[File:IDynamo6.jpg|frameless|273x273px]]
|-
|-
|iDynamo
![[Printer Configuration|Star printer]]
|Bluetooth eDynamo
![[Epson printer configuration|Epson printer]]
|iDynamo 6
![[Printer Configuration|Star SP 700 Impact printer]]
!Zebra label printer
|}
|}
** Setup and use a Bluetooth eDynamo swiper with LinkPOS: [https://linkordering.com/edynamo.medium.mp4 video]
 
* Printers
* [[Printer Configuration|Star Micronics Printer Configuration]]
**
* [[Epson printer configuration|Epson Printer Configuration]]
{|
* [[Printer stopped printing]]
![[File:Epson.jpg|thumb|Epson printer|100x100px]]
 
![[File:Sp700.png|thumb|Star SP 700 Impact printer]]
== [[Local Network]] ==
![[File:Gk420d.jpg|thumb|104x104px|Zebra label printer]]
* 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]]
* Local Network
* [[Apple Airport Extreme router configuration]]
** 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.
* [[Connect an iPad to the network]].
** Connect an iPad to the network.
* [[Connect a PAX device to the network]].
** [[Connect a PAX device to the network]].
* Connect an Epson printer, Star Micronics printer, Zebra label printer to the network.
** Connect an Epson printer, Star Micronics printer, Zebra label printer to the network.
 
* Bump screen
== Bump screen ==
** [[File:Bump example.png|none|thumb|Bump screen]]
[[File:Bump example.png|none|thumb|Bump screen]]
* Customer Facing Display
 
** [[File:Customer display example.png|none|thumb|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]
* [[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:'''
 
''<small>Includes full Payroll, New Hire Reporting, and Sales Tax Reporting & Payments Services</small>''
 
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.

Latest revision as of 20:50, 25 November 2024

PAX devices

PAX A920
PAX A60

LinkPOS iPad app

Catering

Printers

TSP 100 printer.png Epson.jpg Sp700.png Gk420d.jpg
Star printer Epson printer Star SP 700 Impact printer Zebra label printer

Local Network

Bump screen

Bump screen

Customer Facing Display

Customer facing display

Loyalty

Online Ordering

Fundraisers and Digital Gift Cards

New Clients

Payment Processors

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

Payroll

Document quick links:

Employee Document quick links:

Legacy devices

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