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linked2checkout is a payment processing solution that provides businesses with a way to accept online payments through customizable checkout links while offering features like a seamless integration with QuickBooks Online. This allows businesses to send invoices from QuickBooks with an online payment option accepting credit card and ACH via the QuickBooks Online invoice. When an invoice is paid their QuickBooks invoice status is updated as well. All while offering the opportunity to set up a cash discount/dual pricing model to help cut costs on the merchants processing fees.

This integration enhances the billing process by automating payment collection, improving cash flow, and reducing the time spent on manual payment tracking. Also ensuring that the payment data is synced with QuickBooks Online, making it easier to manage financial records and report on cash flow.

In addition to the QBO integration, the checkout portal has a range of versatile solutions to be used by a merchant such as:

Electronic Billing - Send invoices in a click through email, text, or via online payment links

Proactive Collections - Schedule due dates, reminders, and automatic past due notifications

Predictable Payments - Eliminate slow pay with saved payment methods, automatic payments, and recurring payment plans

Automatic Dual Pricing - Offer your customer the option to pay a lower price if they choose to pay with cash or electronic check

Convenience Fees - Add a flat fee (example $2.50) to every transaction regardless of the method of payment

Interchange Optimization - Automatically add Level 2 / Level 3 data to your credit card transactions and save on interchange fees

Check out this video to learn more!

linked2pay is an all-in-one payment gateway that provides merchants the advantage of accepting a suite of solutions for credit card, ACH, and remote deposit check processing. All while providing the opportunity to set up merchants with a cash discount/dual pricing model saving the merchant money on fees.

The payment gateway has features such as a virtual terminal, online payment links, and custom reporting. With the available linked2pay integrations, you can seamlessly connect your existing accounting solution to the linked2pay portal for credit card and ACH payment processing.

See the link below for a video overview of our solution! 

Link: linked2pay.com/video/L2P.mp4

The Virtual Terminal allows you to send and receive payments for your customers. Successfully utilizing the Virtual Terminal requires two simple steps:

1) Create your Virtual Terminal(s)
2) Select the Virtual Terminal you wish to use and begin submitting payments

To create a Virtual Terminal, you will first need to navigate to the Virtual Terminal page on the menu located on left-hand side of the window. The first time you access this page, you will have a Default Terminal. You may also create your own custom Virtual Terminal by clicking the button labeled Create New Terminal located towards the top of the page.

To Create A New Virtual Terminal:

1. Click Create New Terminal

2. Add Desired Terminal Settings

• • You can add a terminal name. As well as flag whether you would like to make this your default terminal.

3. Add Pre-defined Fields

• • For Pre-defined fields, Email and/or Phone number, First Name, and Last Name are required fields. When the 'Prefill default fields' option is enacted, contact details of your choice will pre-fill into the according fields.
    
  • The fields under the dropdown are optional.
    

4. Custom Added Fields

• • To add a Custom field, click the ‘+ Add New Field’
  • Enter a field Label and Select a field type.
  • Select if you would like this to be a required field.
    

5. Choose receipt Field Settings

• You can choose to include the additional fields to the receipt
• You can choose to send email receipts, and if you would like custom content to be displayed on those receipts as well.

6. Save your Virtual Terminal and use it to process payments

• After clicking Save you can select the Go to Terminal button to begin processing payments with this tool.
  
  

If you have any questions or concerns regarding this tool, please reach out to the support team.

For an existing customer, select the Search Contact option to find the customer you would like to credit or debit. For a new customer, enter the information in Contact Details. 

Note: Allow Credit in Virtual Terminal must be enabled to receive money.

In order to debit, make sure the Transaction Type says Receive Money, if you are looking to credit, make sure the Transaction Type says Send Money.

If you have any questions or concerns regarding this tool, please reach out to the support team.

Our Virtual terminal has the ability to set up recurring payment schedules. Follow the steps below to learn how to set up a recurring transaction.

Note: Allow Credit in Virtual Terminal must be enabled to have recurring payments.

1. On the left-hand side, navigate to the Payment Processing section. Then click Virtual Terminal.

2. When you have selected your desired terminal, fill out the contact details or click Search Contacts to find an existing contact.

3. Under Payment Details select your payment method using the dropdown menu.

To setup your Magtek Mini or Dynamag card reader to work with your Virtual Terminal:

1. Plug your Dynamag reader into a USB port on your computer

2. Access the Virtual Terminal located on the sidebar

3. On the Virtual Terminal page, create a new Terminal or simply edit an existing terminal by selecting Edit at the top of the page and then select to swipe card

4. Once card reader has been selected, continue to setup the Virtual Terminal

5. Once the Virtual Terminal is setup, continue by filling in all the contact information for your customer

6. When all the information has been filled in, click the green Swipe MINI option, located on the bottom right-hand side of the window

7. You will now be able to swipe cards

After the card has been successfully swiped, you will be able to print out a receipt with a signature line included for your customer to swipe or continue making transactions
Click Back to Virtual Terminal to process more payments.

Note: The swipe function is only available to TSYS multiplass merchant accounts.

You are able to create unique campaigns to tag incoming transactions for reporting management. Campaigns can be branded with an image and description, so your contacts know exactly what they are paying for.

To create a Campaign, please follow the steps below:

1. On the left-hand side navigate to the Payment Processing section. Then click Payment Page.

2. To create a Campaign, go to My Campaigns

3. You will then see the Manage Campaigns page, enter a Campaign Name then click Add Campaign

4. Click the Settings button to modify your campaign

5. In Settings, you can edit the Campaign Name, add a Description, and upload an image or logo that gets tagged with the campaign.

6. Once the campaign settings meet your needs, save and navigate back to the Payment Page.

7. You can apply your campaign through the settings option next to the payment page link.

If you need assistance with Payment Links, go here

All payments made to a payment page with a campaign will be tagged with the campaign name, to help with reporting management.

Note: Only one campaign can be tagged per payment page.

The Payment page allows your contacts to submit payments using a generated URL. These can be distributed to your contacts on your webpage, email, SMS etc.

Existing customers can also save payment types to use on future payments as well.

To create your Payment Page, follow the steps below:

1. On the left-hand side navigate to the Payment Processing section. Then click Payment Page.

2. Enter the name of your page, then click Create Link

3. You may also customize your Payment Page

• To customize your payment page form, click the grey Form button on the right-hand side.
• You can add the fields you would like from the selection.
  

Field Selections include:

• Text – Input text field allows user the to enter any text into the field. You can name the field to indicate what information is requested from the payee.
• Number – Number field allows user the to enter any text into the field. You can name the field to indicate what information is requested from the payee.
• Dropdown – Dropdown field allows the user to choose an option from the dropdown selections provided on the payment page.
• Date – Date field allows the user to select a given date from the calendar pop up when the field gets clicked on.
• Address – Address field allows the user to enter their address.
• Phone – Phone field allows the users to enter their phone number.
• Checkbox – Checkbox field allows the user to check or uncheck the box. You can name the field to indicate what the payee is checking the box for.
• Look up – allows user to search data manager records to make a payment using the lookup value.
• Output Text – Output Text field allows any text to be outputted for the payee's view on the payment page.
• Customer Reference ID – The Reference ID Label represents a universal field that can be
  referenced in your account. As an example, the label of the
  reference ID could be an 'Account Number' that is associated.
  with each customer. The customer Account Number will then be
  available throughout your account. If a custom label is not set, it
  will automatically appear as Reference ID.
• Customer External ID – This field is used to reference the customer to an external system               

- Field(s) can be made required for the merchant by clicking the ‘Required’ check box (this makes the merchant to fill out that field on the payment page)

- Field(s) can be made visible, or hidden, by clicking the ‘Visible’ checkbox next to the desired field.
- If you want to make the fields populate on the same row in the form, click on the ‘Same Row’ check box. (This will populate the field on the same row as the field above)

4. Settings for your Payment Page

• To edit settings for your payment page, click the ‘Settings’ icon on the right side.
  - You can edit the Payment Page Name
  - You can Enable and disable an SMS Number. Enabling SMS provides you a toll-free number that people may text to make a payment (rates apply)
  -  You can have a set amount that is not able to be changed by anyone but you                                - You can assign a campaign to the payment page                                                                              - You can choose to apply an Automatic Adjustment                                                                         - You can choose to enable Recurring Transactions

*Note: for more information on campaigns, please see the campaigns article

3. Deploying your payment page.

• When your page is created, you can deploy your link anywhere you please so customers can make payments.

Here is an example of one of our payment pages:

If you have any questions or concerns regarding this tool, please reach out to the support team.

The Data Manager allows you to add single records as well as import bulk data through our API. This tool working hand in hand with the ‘Look up’ field on the payment page allows payees to enter a look up value (Invoice #’s, Contact #’s, Client ID’s, Etc.) and pay the amount set up with that look up value through the payment page. Once a Look up value is paid, the status on the ‘Data Manager’ table will switch to ‘Closed’ unpaid look up values will remain ‘Open’.

1. Adding a record to the Data Manager

• To add a record to the Data Manager, click the ‘+ Add’ (Or use our API's to import data)
• You then enter a look up value, and an amount.
• With the status set to open, click save.

2. Editing/Deleting a record on the Data Manager

• To edit a record, click the ‘Edit’ Icon with the pencil on it on the right side. You can then edit the field you would like.
• To delete a record, click on the ‘Delete’ icon with trashcan icon on the right side.3. When look up values are paid the status will update to 'closed' when unpaid they will stay 'open'.

You are able to create Email Templates for payments, to create your own, follow the steps below:

1. On the left-hand side navigate to the Payment Processing section. Click Email, then click Request Payment.

2. Click Add Template to create a new template.

3. Name your template, then select which payment page you would like to be used from the dropdown menu. 

Note: If you do not already have a payment page created, please view the payment page to learn how to make one.

4. Next, add a subject line that will be used on the emails when sent.

5. In the body field, you may use the default message, or you can create a customized message that your recipient will see when they open the request. You can also use Variables to add specific information into each of your emails.

6. To include variables in the email body, click on the desired variable from the selection.

7. When your template is ready for use, Click Save.

8. If desired, you can edit, send or delete a template using these buttons.

If you have any questions or concerns regarding this tool, please reach out to the support team.

You are able to request payments via email, to do so, please follow the steps below:

1. On the left-hand side, navigate to the Payment Processing section. Click Email, then click Request Payment.

2. To send a Request for Payment, click the green send envelope icon next to the template you would like to use.

Note: If a template has not been created yet or you would like to add a new option click here to see the steps on how to build a new template.

3. You will be taken to the Request Payment contact page where you can choose which contact to request. 

4. You can use the pencil icon to set the amount for the request. 

5. Once your list is set, click Send Email.

You can send individual payment requests or multiple at once.

Note: When your customers view the email, there is a link they can click on where they will be directed to a secure payment page.

If you have any questions or concerns regarding this tool, please reach out to the support team.

You are able to send payments via email, to do so, please follow the steps below:

Note: In order to utilize Email Send Payment services you must first request the service. 

1. Once your Send Payment service request has been verified, from the the left-hand side, navigate to the Payment Processing section. Click Email, then click Send Payment.

2. You will see that you can enter Payee information in a convenient single location.

• If you are sending a payment to an existing contact, select the Use Existing Contact and select one from your contacts list.
• If you are sending a payment to a new contact, please fill out the required fields. 

3. In the Payment Details section, you have the option to set up recurring payments.

To do so, Click Yes under Recurring Payment, select your desired frequency and input the number of payments. You may also include invoice number if desired.

4. You may also enter a custom message to Payees in the Message box.

5. After all the required and desired fields have been filled out, select Confirm Payment.

6. If all the information is correct, the payment will be sent successfully and you will receive an on screen notification letting you know that your payment has been sent successfully and where to view its status.

7. You may check scheduled payments in the Scheduled page

If you have any questions or concerns regarding this tool, please reach out to the support team.

We've provided an easy-to-use tool that allows you to manage your email templates.

To view your email template, follow the steps below:

1. On the left-hand side navigate to the Payment Processing section. Click Email, then click Request Payment.

Note: In order to edit a template you first must create one. 

2. You can click on the Edit icon next to the email you'd like to review.

3. Once you've clicked the icon, you can see Template Details, and you can modify the Name, which Payment Page to use, the Subject, and Body of the template.

4. Click Save to save your changes.

If you have any questions or concerns regarding this tool, please reach out to the support team.

To start invoicing, you will first need to set up your invoice settings first.

On the left-hand side navigate to the Settings tab to bring up Invoice Options.

Here you will see a settings page with different tabs for invoice settings.

• In the General tab, you can provide your Business Information such as name and location.
• The Items tab is where you populate your type of services or products to be sold. You may add, remove, or edit your item list at any time.

Note: You may also add items in bulk uploading a csv file.

• In the Payment Terms tab is where you can add, edit, or remove payment terms for your invoices. You can select one as a default. Options are also available in the invoice itself. 

• The Fees tab allows you to add a late fee to your invoice. It can be a percentage of the item total, a set amount, or taxable.  

If you have any questions or concerns regarding this tool, please reach out to the support team.

Once you have setup the invoice settings, you will be able to send out invoices to have you paid quickly and efficiently.

To send out an invoice, login and follow the steps below:

1. On the left-hand side navigate to the Payment Processing section. Then click Invoices.

2. This will bring you to a page to see your invoice history or create a new invoice.

3. For existing invoices, you can click on the dropdown to resend, mark as paid, void, download, edit, or delete the invoice.

4. As these invoices are paid the status will update to paid.

5. When creating a new invoice, you can choose an existing contact or add a new one (this is who the invoice will be sent to).

You may enter a shipping address and choose if you would like to CC or BCC someone on the invoice if needed.

6. Once a contact is selected, you can add items to the invoice by clicking Add Item or select an item you already created.

7. You can edit the items description, quantity, and rate by clicking on the pencil icon.

The total will calculate based on the total amount of items you have added to the invoice. You can choose to add a tax percentage rate here or a shipping amount if desired.
Any extra notes can be added in the notes section as well.

8. Lastly, you can send the invoice to a manager for approval or if you have the correct user permissions, you can send it directly by clicking Send Invoice and it’s off to your customer for payment. 

If you have any questions or concerns regarding this tool, please reach out to the support team.

To view your Invoice report, follow the steps below:

You are able to make changes to an invoice that has already been sent only as long as the invoice has not yet been paid. 

To edit a sent Invoice , follow the steps below:

1. On the left-hand side navigate to the Payment Processing section. Then click Invoices.

2. Find the invoice you wish to edit, then click on the Options drop down, then select Edit.

3. Once the update has been made, select Save and the invoice will be successfully saved.

This article goes over how to run a transaction sale using the integration between the Dejavoo terminal and our payment gateway.

How do I initiate a sale?

1. Login, and click Dejavoo Terminal in the payment processing area.
   
2. The default contact fields needed to initiate the transaction. Fill them out or search for an existing contact by clicking the search existing contact button.
3. Choose transaction type Sale.
   
   
4. Enter the transaction amount, then choose whether you would like to print receipts using the dropdown.
5. Click submit payment.
6. The transaction will now be pushed to the dejavoo terminal for the card to be tapped, swiped, or inserted.

These terminal transactions are available within the gateway portal reports in real time. To view the transaction history for the dejavoo terminal, click Dejavoo Transactions.

You are able to void or refund a sale through the Dejavoo Terminal.

To void or return your Dejavoo sale, follow the steps below:

Note: Dejavoo option will only appear if it is enabled on the account.

1. Select the contact connected to the sale and select the Choose One dropdown. Sale, void, and return options are available. 

Note: Voids are available only if the transaction has not been batched and the return option will already be selected if the transaction was already previously closed.

2. Enter the reference number of the desired transaction and you will see the amount field populate.

3. Select your receipt option from the dropdown and click submit payment.

4. The terminal will have the amount displayed, have the card that the refund is designated to be tapped, swiped, or inserted available. 

These terminal transactions are available within the gateway portal reports in real time. To view the transaction history for the dejavoo terminal, navigate to Reporting and select Dejavoo.

Dejavoo Report