One Platform. Infinite Opportunity.
NextPay is a full-service platform — payments, point of sale, client engagement and business lending — so you can serve a merchant no matter their type or need.
Payments & Point of Sale
Full-service POS, payment processing, invoicing, online payments & e-commerce for businesses of every type.
- Shift4 — Hospitality & restaurants
- Square — Retail, restaurants, services, online & more
- Clover — All-in-one POS (its own order form)
- Solutions in Payments — All other verticals
NextLink Platform
Helps merchants engage their customers, build their network, and grow through reputation support and outreach tools.
- Client retention & automated touchpoints
- Referral network & relationship building
- Reputation management & outreach systems
Business Lending
Working capital, equipment financing, merchant cash advances and expansion funding to help businesses grow.
- Working capital loans
- Equipment financing
- Merchant cash advances & expansion
Partner-led services also available: Payroll / Workers Comp · Business Brokerage.
Your Four-Step Path to the Field
Get Hired
- Complete onboarding paperwork
- Background check & agreements signed
- W9 or 1099 setup processed
Complete Training
- Shift4 platform training
- Square platform training
- Solutions in Payments training
Review Pay Plan
- Schedule A pay plan provided
- Understand commission tiers
- Review splits & bonus structure
Unlock Tech Stack
- Follow-up call with Alex
- Demonstrate commitment
- Full tech stack access granted
The Tools That Keep You Moving
Google Drive
Unlock: Day 1- All training materials & guides
- Contract templates & forms
- Shared team resources
- Organized by product & process
Google Chat
Unlock: Day 1- Direct messaging with your team (download now)
- Group channels by topic
- Quick updates & announcements
- Mobile-friendly & always on
Email Account
Unlock: After Deal #1- Professional @nextpay domain
- Tied to Google Workspace
- Enables email automations
- Required for full CRM access
Freshsales CRM
Required: Day 1- Log every call & interaction
- Track your pipeline stages
- Required to receive lead lists
- Automated follow-up reminders
Know Your Products. Use the Quiz.
Shift4 Dine
- Full table mgmt, KDS & offline mode
- $500 bonus per Shift4 Dine closed · $250 per all other merchants
- Up to $5K merchant incentive to switch
Solutions in Payments
- Businesses outside Clover, Shift4 & Square scope
- Broadest equipment & software catalog
- Multiple pricing programs available
- Portal access: contact team for login
Square
- Retail, food, services & professional
- Flat-rate & interchange-plus options
- 4% co-branded dual pricing option
Clover
- Retail, restaurants & services
- Hardware: Flex, Mini, Station & Go
- Submitted via the Clover order form
Full-Service POS — Strong Incentives
The closing tools
- Full restaurant stack: table management, KDS, online ordering, reservations, loyalty & detailed analytics.
- Never goes down: true offline mode keeps transactions processing even when internet fails.
- Merchant incentive: up to $5,000 for merchants switching to Shift4, no upfront costs — a powerful closing tool.
- Agent bonuses: $500 per closed Shift4 deal · $2,500 bonus for 5 deals in one month.
- Support: dedicated hardware & software support — merchants won't get lost in a phone tree.
Get certified
🎓 Complete the Shift4 agent training before your first restaurant pitch.
Shift4 Agent Training ↗The Portal for Everything Beyond Shift4 & Square
The catch-all portal
- All merchant categories outside Clover, Shift4 & Square
- Specialty, niche & complex business types
- Broadest equipment & software catalog
- Multiple pricing programs
- Online application with digital signature
- Underwriting communications & status tracking
Pricing & Equipment (Step 2)
Step 2 of the SIP application is Pricing & Equipment — you select the merchant's processing type, application type, and attach hardware.
Equipment catalog: SIP supports one of the largest equipment and software catalogs available — from basic card readers to full POS systems, kitchen display screens and specialty integrations. Full list is in the portal under Pricing & Equipment.
TO: support@solutionsinpayments.com (Solutions in Payments Support) · CC: dom@nextpaypos.com · CC: alexander@nextpaypos.com
Include: Merchant DBA (Doing Business As) + the email address they signed up with + Placement / Product.
Watch These Before Submitting Your First App
Versatile POS — Retail, Restaurants, Services & Online
Versatile & simple
- Versatile use cases: retail, restaurants, professional services, beauty, food trucks & more.
- Simple onboarding: merchant signs up online — no complex underwriting for most businesses.
- Two pricing programs: interchange-plus (rack rate) OR 4% flat-rate dual pricing — agents pick what fits.
- Co-branded 4% program: Square + Solutions in Payments created a joint 4% flat-rate signup link.
- Ecommerce built in: online store, invoicing & payment links included.
Walk it yourself first
Sign up your own Square demo account using the rack-rate link below. Walk through the onboarding so you can guide merchants confidently — the process is intuitive once you've done it yourself.
Square Official YouTube ↗Two links. Two programs. Know the difference.
Cash Discount OR Service Charge
Merchant passes the 4% processing fee to the customer. Two options:
- Cash Discount: offer a discount to cash-paying customers to offset processing.
- Service Charge: add 4% to all card transactions to offset processing fees.
Standard IC+ Pricing
Merchant pays interchange-plus (rack rate) processing — the merchant absorbs all processing costs.
- Welcome email arrives after signup
- Welcome email contains the rack-rate application link
- Walk merchant through SaaS fee & equipment selection
Square setup resources
When onboarding a merchant onto the 4% dual pricing program, use these Square help resources to set up Cash Discount or Surcharge correctly.
💵 Cash Discount Setup
Step-by-step guide to creating and managing discounts for cash-paying customers in Square. Reduces card processing costs by rewarding cash customers.
Open article ↗💳 Service Charge Setup
How to get started with service charges in Square — adds 4% to card transactions to offset processing fees. Common in restaurants and service businesses.
Open article ↗▶️ Video Tutorial
Short walkthrough covering the 4% dual pricing program setup — prepare yourself and share with merchants who prefer visual guidance.
Watch video ↗From First Contact to Signed Deal
Intro
Introduce yourself, NextPay, and your value prop in under 30 seconds.
Qualify
Are they the decision maker? What POS/processor do they use now?
Pain Points
What's frustrating about their current setup or costs?
Quiz
Direct them to nextpaypos.com/pricing#custom-quote for the right-fit product.
Present
Walk through the relevant product — keep it clear and simple.
Demo
Offer a live demo if they need to see the product in action.
Close
Set a clear next step — never end a call without one.
Application submissions
Square — 4% Dual Pricing ↗ Square — Rack Rate (IC+) ↗ Shift4 ↗ Clover — order form → Solutions in Payments ↗
Your Hustle. Your Pipeline. Your Pay.
Lead distribution rules
- Lists distributed to active agents only
- Must maintain call notes in Freshsales CRM
- Actively calling = keeping your list
- Only take what you'll actually work — leads need multiple touches, emails & relentless follow-up
- Let hungrier agents take what you can't commit to
Incentives — short-term
Shift4 closed deal
For every Shift4 merchant you close — on top of your regular commission split.
All other merchants
For every other merchant you close outside of Shift4 — Square, SIP & all other products.
5 deals in one month
Close 5 deals in a single calendar month and earn an additional $2,500 bonus on top of your deal payouts.
Long-term career track — more doors open as you produce
🔓 Close 1 Deal
- Email account + live transfer access
⚡ Close 5 Deals
- NextLink covered seat unlocked
- Agent discount pricing available now
💰 5 / month × 90 days
- Higher commission split OR W2 with draw
🚀 5 / month × 6 months
- Management opportunity opens
NextLink — client engagement & networking platform
🔗 Client Engagement
Keep merchants engaged post-sale with automated touchpoints, updates & relationship tools.
🌐 Referral Network
Expand your referral network and build relationships that generate inbound leads over time.
📣 Outreach Systems
Built-in outreach tools to help you reach more prospects more efficiently.
⭐ Reputation Support
Help merchants build and manage their online presence — a genuine value-add for your clients.
Marketing & partnerships — building your brand & pipeline
📱 Social Media
LinkedIn, Facebook & Instagram to build your personal brand, share client wins, and stay top of mind.
📍 Local SLA
Chambers of commerce, business associations & local networking events to build referral pipelines in your market.
⚙️ Sales Automation
Marketing automation & drip campaign tools being evaluated — reduces manual effort while keeping outreach high-touch.
🤝 Partnerships
Referral programs with accountants, bookkeepers, business brokers & adjacent service providers being built out.
The opportunity is real.
Every merchant you place keeps paying you every single month. This is a residual income business — build it right. The only question is: how fast are you going to build it?
Check back here in the Sales Hub regularly for updates — resources are also shared via Google Drive.